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. Agree whether the evidence supports keeping, changing, or stopping the approach.
Test the supported browser and device range with representative workflows. Include keyboard use and form error handling. Confirm that forms, phone links, and replies reach the right person.
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. List the required outputs before setting the delivery schedule.
Separate essential tasks from later features. Build the smallest release that can be used and evaluated, with explicit exclusions and a change process. Use the findings to update the brief for the next stage.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities