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Ok to record session?
Interview is in two three parts.
First we would like to understand how you use the ‘Case’ section on the CRM, what your pain points are and what ideas you have
Second part - we have put together some initial concept ideas for restructuring the Case UI. They are lo-fidelity, which means they are basic in design. We would love your thoughts and ideas on what we have proposed.
Third part - provide a preview of the new Fact Find UI. We would love your thoughts and ideas on what we have proposed.
Initial questions
background
Product/services you provide? Area you specialise in?
AR/DR - which network?
Size of firm/licences?
Onboarding
Relatively new to Broker CRM? How long have you been using it?
Why did you choose the finova Broker CRM?
What are your immediate thoughts?
Whats been the biggest challenge?
How do access or locate a case?
From the Dashboard - do you use Business Summary tab?
What works/what doesnt/What data is missing?
Would having a designated ‘Cases’ section on the top nav help?
What would you expect to see in that section?
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