Project Planning & Resource

1

Broker ID

• Lender

• User Journeys

• Wireframes

• User Validation

• UI Design

• Broker Panel Dashboard

• Applications Dashboard

• Business Development Dashboard

• Sources Page

• Reporting

• Notifications

2

Broker CRM

• Broker

• Wireframes

• User Validation

• UI Design

• Case Wizard

• Case Pages

• Product Panels (New & Amends)

3

Broker CRM

• Broker

• Discovery

• Wireframes

• User Validation

• UI Design

• After Event Notification

• Timeline

• Quotes

4

Broker CRM

• Broker

• UI Design

• User Testing (Alpha)

• Fact Find

5

Broker CRM

• Broker

• Discovery

• Wireframes

• User Validation

• UI Design

• Onboarding Wizard (configuration assistant)

• Configuration Control

6

Broker CRM

• Broker

• Discovery

• Wireframes

• User Validation

• UI Design

• Dashboard

• Reporting

• Address Book

7

Customer Portal

• Broker

• Discovery

• Wireframes

• User Validation

• UI Design

• ?

• ?

8

Savings Base Build

• Lender

Feb 2023

• UI Design

• Customer Branding / Customisation

• Form Design

9

Mortgage & Savings Mobile App

• Lender

• Discovery ?

• User Journeys

• Wireframes ?

• User Validation ?

• UI Design

• User Testing (Alpha)

• UX / Application Design

10

Intermediary Manager

• Lender

• Discovery

• Wireframes

• User Validation

• UI Design

• Case page (eKeeper re-purpose?)

• ?

• ?

11

Hive

• ?

• ?

• ?

12

Finova Website

• Broker

• Lender

• Discovery

• Wireframes

• UX Review

• Continuous UX Improvements

13

Finova Website

• Broker ?

• Lender

• Discovery

• Wireframes

• Client Servicing

14

Finova Website

• Lender

• Wireframes

• UI Design ?

• Apprivo2 Content Pages

15

User Profiling

• Broker

• Lender

• Discovery

• Documentation

• Persona Development

16

Design System

• Broker

• Development

• Refinement

• Expansion (eg Motion)

17

Marketing

• Broker

• Lender

• Documentation

• Project Coming Soon Updates

• Project Launches