Page Comparison

1

Apprivo Customer Servicing Portal Phase 1

UI best practice update, Mobile responsive & AA accessible

• Wireframes

• UIUser validation testing

• User validation testing

Urgent

month/2024

2

Apprivo Customer Servicing Portal Phase 2

Functionality? Competitors?, Stakeholder/User requirement?

• Discovery

• Wireframes

• UI

• User validation testing

3

Optimo

Functionality? Competitors?, Stakeholder/User requirement?

• Discovery

• Wireframes

• UI

• User validation testing

4

Apprivo Retention Portal Phase 1

• UI (branding/Dark mode)

5

Apprivo Retention Portal Phase 2

Whats next? Do we include customer review/testing?

• User validation testing

• iterative improvements

6

Apprivo Retention Portal Phase 3 Broker

Feedback from customers is that we should focus on Broker next

7

Broker CRM : Case and Product UI

• Discovery (remaining panels)

• Wireframes

• UI

• User validation testing

8

Broker CRM : Main Dashboard

• Discovery

• Wireframes

• UI

• User validation testing

9

Broker CRM : Rest of UI?

What should be updated?…

• Discovery

• Wireframes

• UI

• User validation testing

10

Apprivo: Main UI

We need to do discovery because it will affect other smaller Apprivo projects

• Discovery

• Wireframes

• UI

• User validation testing

11

Apprivo: Enhanced Tasks

From concept to reality… inc client branding

• Discovery

• Wireframes

• UI

• User validation testing

12

Apprivo: Documents

From concept to reality… inc client branding

13

Mobile app

Savings Journey, Main UI

14

Cookies?

Product switch trial (One trust?)

Demo + stakeholder / client acceptance

15

Product Analytics?

Optimo trial (Smartlook?)

Installation

16

Configurator Promotor

User Testing

Insight to drive Iterative improvement