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. Explain which task matters next and why it takes priority.
Test supported screen sizes, resumed sessions, interrupted tasks, and slow connections. Preserve state where the task requires it. Use a real test inquiry to check delivery and follow-up.
Requirements that can be tested
Describe users, tasks, data, and acceptance criteria before choosing technology. A short working prototype can reveal workflow problems earlier than a detailed visual design. Confirm the output, owner, and review date for each task.
Separate essential tasks from later features. Build the smallest release that can be used and evaluated, with explicit exclusions and a change process. Choose the next task from the review rather than repeating the calendar.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities