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No. | Project title | Project description | Activities | Team role | Sizing | Est Total | Scope of work/notes | Status | Deadline | ||||||||||||
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1 | Apprivo Customer Servicing Portal Phase 1 - Mortgages | UI best practice update, mobile responsive & AA accessible |
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| 6 | Mobile wireframes prototype completed & arranged stakeholder/customer review of prototype. UI design resourced in |
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2 | Apprivo Customer Servicing Portal Phase 2 - Mortgages & Savings | Evolution of Ph1 portal with new functionality and workflows based on customer insight for Mortgages & Savings |
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| 8.5 | Started competitor benchmarking and analysis of enterprise eBanking portal |
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3 | Optimo | Improve the usability and workflows of the existing Optimo product based on customer insight |
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| 10 | Team project kick off completed Assume Light mode/Dark mode included |
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4 | Apprivo Retention Portal : Consumer | Customer feedback amends and dark mode version of portal for all customers |
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| 1 | finova brand dark mode completed. Rolling out customer versions of dark mode. Includes Suffolk BS |
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5 | Apprivo Retention Portal : Consumer ph2 TBC | Post-launch analysis of the consumer portal. Improvements based on customer feedback/analytical data |
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| 5.5 | Assumes analytics in place at launch. Setting up , config and trial reporting. | ||||||||||||||
6 | Apprivo Retention Portal : Broker | Broker version of the retention journey |
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| 5 | Assumes
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7 | Broker CRM : Case and Product UI | UI design of the case and product interface |
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| 10.5 | Broker Channel see this as the next part of the CRM to focus on improvements. Wireframes have been started. Initial concepts completed for customer pitch 2 approaches - best practice improvements vs improved UI based on user insight/testing. TBC |
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8 | Broker CRM : Main Dashboards | UI design of the CRM’s main dashboards. Also includes looking at the main site UI. |
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| 4.5 | Broker channel see Main dashboard plus Case and Product UI as one project. Critical for the LSL/Primus opportunity. Design work also to include looking at how the new UI design can be implemented across the rest of the CRM with out breaking it. | ||||||||||||||
9 | Broker CRM : Rest of UI? | What should be updated?… |
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10 | Apprivo | We need to do discovery because it will affect other smaller Apprivo projects |
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| 2 |
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11 | Apprivo | UI design foundation for all Apprivo projects |
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| 6 | Assume 3 concept UI ideas with review/refinement | ||||||||||||||
12 | Apprivo: Enhanced Tasks | From concept to reality… inc client branding |
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| 4.5 | Design estimates assume item 10 & 11 have been completed | ||||||||||||||
13 | Apprivo: Documents | From concept to reality… inc client branding |
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| 4.5 | Design estimates assume item 10 & 11 have been completed | ||||||||||||||
14 | Mobile app |
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15 | Cookies | Product switch trial (One trust?) |
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| 1 |
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16 | Product Analytics | Optimo trial (Smartlook?) |
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| 2.5 |
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17 | Configurator Promotor |
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| 0.5 |
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18 | Broker ID | Improve main UI, design new panel management interface and notifications feature |
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| 6.5 | Early concept wireframes created based on internal stakeholder insight. | ||||||||||||||
19 | Intermediary Manager | TBD | |||||||||||||||||||
20 | Broker CRM Customer Portal : Post Launch analysis TBC | Post-launch analysis of the customer portal. recommended improvements based on customer feedback/analytical data |
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| 5.5 | Post launch analysis of the full live version |
Things to discuss
Dedicated UX/UI team on Broker/Lender channels??