UX project list 2024

1

Apprivo Customer Servicing Portal Phase 1

UI best practice update, mobile responsive & AA accessible

• Wireframe & prototype

• UI Design

• UI Production & prototype

• User validation testing

Mobile wireframes prototype completed & arranged stakeholder/customer review of prototype.

UI design resourced in

PRIORITY IN PROGRESS

2

Apprivo Customer Servicing Portal Phase 2

Evolution of Ph1 portal with new functionality and workflows based on customer insight

• Discovery
  - Competitor
  - Stakeholder
  - User

• Wireframes
  - Concept
  - Design
  - Wireframe prototype

• UI design
  - Design concept
  - Design system
  - Design development
  - UI design prototype

• User validation testing

Started competitor benchmarking and analysis of enterprise eBanking portal

IN PROGRESS

3

Optimo

Improve the usability and workflows of the existing Optimo product based on customer insight

• Discovery
  - Competitor
  - Stakeholder
  - User

• Wireframes
  - Concept
  - Design
  - Wireframe prototype

• UI design
  - Design concept
  - Design system
  - Design development
  - UI design prototype

• User validation testing

Team project kick off completed

IN PROGRESS

4

Apprivo Retention Portal : Consumer

• UI (branding/Dark mode)

finova brand dark mode completed. Rolling out customer versions of dark mode.

PRIORITY IN PROGRESS

5

Apprivo Retention Portal : Consumer ph2 TBC

Post-launch analysis of the consumer portal. Improvements based on customer feedback/analytical data

• Validation User research

• Analytics analysis

• Insight reporting

• Iterative design solution wireframes

• UI design development

• UI design protoype

• User validation testing

6

Apprivo Retention Portal : Broker

Broker version of the retention journey

• Discovery
  - Stakeholder
  - User

• Wireframes
  - Concept
  - Design
  - Wireframe prototype

• UI design
  - Design concept
  - Design system
  - Design development
  - UI design prototype

• User validation testing

• Desktop and mobile?

• Darkmode?

7

Broker CRM : Case and Product UI

UI design of the case and product interface

• Discovery (remaining panels)

• Discovery (case)

• Wireframes (product)

• Wireframes (case)

• UI design development

• UI design prototype

• Design system maintenance (AA)

• User validation testing

Broker Channel see this as the next part of the CRM to focus on improvements.

Initial concepts completed for customer pitch

2 approaches - best practice improvements vs improved UI based on user insight/testing. TBC

PRIORITY

8

Broker CRM : Main Dashboards

UI design of the CRM’s main dashboards.

Also includes looking at the main site UI.

• Discovery

• Wireframes

• UI design development

• UI design prototype

• User validation testing

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?…

• Discovery

• Wireframes

• UI

• User validation testing

• User Preferences/settings?

• One man band pre-configs?

• Helper wizards (eg create case)?

10

Apprivo

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

• Discovery
  - Stakeholder

• Apprivo configuration activity (eg Optimo)

• Apprivo use activity (eg Enhanced tasks)

11

Apprivo

UI design foundation for all Apprivo projects

• UI discovery

• UI concepts

• UI design system creation

• UI design system maintenance

12

Apprivo: Enhanced Tasks

From concept to reality… inc client branding

• Discovery

• Wireframes

• UI design development

• UI design prototype

• User validation testing

13

Apprivo: Documents

From concept to reality… inc client branding

• Discovery

• Wireframes

• UI design development

• UI design prototype

• User validation testing

14

Mobile app

• UI design updates

• User validation testing

• Savings account application

• Account management

ON HOLD

15

Cookies

Product switch trial (One trust?)

• Implementation

• Product Demo

• Stakeholder acceptance

• Client acceptance

• Installation

TRIAL

16

Product Analytics

Optimo trial (Smartlook?)

• Implementation

• Product Demo

• Stakeholder acceptance

• Client acceptance

• Installation

TRIAL

17

Configurator Promotor

• User validation testing

• Insights

• Iterative improvement

18

Broker ID

Improve main UI, design new panel management interface and notifications feature

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

• Validation User research

• Analytics analysis

• Insight reporting

• Iterative design solution wireframes

• UI design development

• UI design protoype

• User validation testing