Start with the user's task
Define the problem a user needs to solve before listing screens or features. Check the current process, the devices involved, and the places where an app would remove real effort. Save a baseline before replacing an existing approach.
Test staff and customer roles using realistic records. Sensitive information should not appear merely because a screen is hidden in navigation. Assign one person to approve the final work.
Make the plan fit your market
Discuss whether users in Cleveland need appointments, field-service access, local inventory, or delivery features. Use the actual workflow to decide whether location data is necessary; do not request device permissions merely because the app serves a local market. Use accurate service coverage for customers in Cleveland.
Describe users, tasks, data, and acceptance criteria before choosing technology. A short working prototype can reveal workflow problems earlier than a detailed visual design. Keep private account details out of public briefs and examples.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities