Notes
Sizing - 1 point = 1 week
Project Listing
No. | Project title | Project description | Activities | Team role | Sizing | Est Total | Scope of work/notes |
|---|
Status | Deadline | |
|---|---|---|
1 | Apprivo Customer Servicing Portal Phase 1 - Mortgages | UI best practice update, |
Wireframes
UI
User validation testing
Wireframes, UI, User validation testing
Urgent
mobile responsive & AA accessible |
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| 7 | Mobile wireframes prototype completed & arranged stakeholder/customer review of prototype. UI design resourced in Assumes Dark and Light mode Mobile, tablet and desktop |
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2 | Apprivo Customer Servicing Portal Phase 2 |
Functionality? Competitors?, Stakeholder/User requirement?
Discovery
Wireframes
- Mortgages & Savings | Evolution of Ph1 portal with new functionality and workflows based on customer insight for Mortgages & Savings |
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Optimo
Functionality? Competitors?, Stakeholder/User requirement?
Discovery, Wireframes, UI, User validation testing
4
| 9.5 | Started competitor benchmarking and analysis of enterprise eBanking portal Assumes Dark and Light mode Mobile, tablet and desktop |
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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 Desktop only Assumes item 10 & 11 have been completed, as using the Apprivo design system. |
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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 |
Whats next? Do we include customer review/testing?
: 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 |
Discovery, Wireframes, UI, User validation testing
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 |
Discovery, Wireframes, UI, User validation testing
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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 |
13
Mobile app
Savings Journey, Main UI
14
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| 4.5 | Design estimates assume item 10 & 11 have been completed | |||||||||||
14 | Mobile app |
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| 2? |
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15 | Cookies | Product switch trial (One trust?) |
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Demo + stakeholder / client acceptance
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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??
No PM time in estimates
Doesnt include last min pitch requests and forum concepts, or unforeseen customer request.
UI production vs UI Creative
UX Design vs UX Research
Ideal team structure for next year?
Guide to roles
UX - User experience designer
UX-R - User experience researcher
UI-C - Creative UI design
UI-P - UI Design system & Production
Work by project and by role / sub role
Project | Role / Time | Project Total |
|---|---|---|
1 | UX = 2.0 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 4.0 | 7 |
2 | UX = 4.0 | UX-R = 2.0 | UI-C = 0.0 | UI-P = 3.5 | 9.5 |
3 | UX = 4.0 | UX-R = 3.0 | UI-C = 1.0 | UI-P = 2.0 | 10 |
4 | UX = 0.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 1.0 | 1 |
5 | UX = 3.5 | UX-R =1.0 | UI-C = 0.0 | UI-P = 1.0 | 5.5 |
6 | UX = 2.5 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 1.5 | 5 |
7 | UX = 4.5 | UX-R = 2.0 | UI-C = 0.0 | UI-P = 4.0 | 10.5 |
8 | UX = 2.0 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 3.5 | 4.5 |
9 | UX = 0.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | - |
10 | UX = 2.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | 2 |
11 | UX = 0.0 | UX-R = 0.0 | UI-C = 1.0 | UI-P = 5.0 | 6 |
12 | UX = 2.0 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 1.5 | 4.5 |
13 | UX = 2.0 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 1.5 | 4.5 |
14 | UX = 0.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | 2? |
15 | UX = 1.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | 1 |
16 | UX = 2.5 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | 2.5 |
17 | UX = 0.0 | UX-R = 0.5 | UI-C = 0.0 | UI-P = 0.0 | 0.5 |
18 | UX = 2.0 | UX-R = 2.0 | UI-C = 1.0 | UI-P = 1.5 | 6.5 |
19 | UX = 0.0 | UX-R = 0.0 | UI-C = 0.0 | UI-P = 0.0 | - |
20 | UX = 3.5 | UX-R = 1.0 | UI-C = 0.0 | UI-P = 1.0 | 5.5 |
Totals | UX = 37.5 | UX-R = 16.5 | UI-C = 3.0 | UI-P = 31.0 | 88 |