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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?
Thoughts on presentation of applicant info? Adding an applicant? Typical number of applicants?
Is it clear how applicants and products are added, assigned and managed?
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 (top 3?), 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.
Bottom nav bar
Are the nav options clear/obvious
Anything missing? Not required?
Case Timeline
Do you use Timeline tabs? if so, what for?
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
In 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?
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?
In terms of products view - what's more important to identify the product? Product type or product reference (e.g. street name, ref numbers currently)
Do you associate stages with icons? Does it work? Would you prefer text over an icon?
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?
Would “global” notes feature be useful for you?
desktop vs mobile - for creating and managing cases?
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