...
How do you create a new case?
What minimum details do you require?
How could this process be improved?
Case SectionUI
Could you describe to me your understanding of what ‘case’ means to you and your business?
How does your business use ‘cases’? eg is it a case per application? or case per applicants and you store historical products ?
What format do you use for labelling the Case reference? Is the default numbering useful?
What are your key tasks and goals in Case view?
What are your biggest frustrations in Case view
What actions do you perform the most often, and you would like to have quick access to them?
Case Summary
Do you use Case Summary view (why, why not), or you go straight into products?
What informations would you like to see in Case Summary view? For instance, date the case was created, last update etc.
Case Timeline
Do you use Timeline and tabs?
Quotes
Do you use Quote(s) tabs?
Products
How would you exploit left hand nav? e.g. tabs with products, bigger sections such as Documents
What are your key tasks and goals in Case viewIn product view, what’s most important for you to see at the very top?
What actions do you perform the most often, and you would like to have quick access to them?
What are your biggest frustrations in Case view
Would “global” notes feature be useful for you?
Which view is more legible for you? Blocks (e.g. applicants) or table? (e.g. current product)Do you think applicants panels should be always visible? For example when you are in a product view, do you still want to see big applicants panels? How often?
General questions
What would be the best solution for a situation when you create a case and you don't know what product to assign? Is adding a "New Enquiry" a good solution? Do you use it? Do you think applicants panels should be always visible? For example when you are in a product view, do you still want to see big applicants panels?
How often? Would “global” notes feature be useful for you?
desktop vs mobile - for creating and managing cases?
Prototype questions
Which view is more legible for you? Blocks (e.g. applicants) or table? (e.g. current product)
What do you think about separating and grouping some panels instead of showing them all at one page? Or you prefer to have everything on one page, and have links that will scroll to the relevant panel (show 2 screens).
Would you like to be able to define your own groups with panels?
In product view, what’s most important for you to see at the very top?
General questions
desktop vs mobile - for creating and managing cases?