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. Keep the next round of work small enough to assess clearly.
Test the supported browser and device range with representative workflows. Include keyboard use and form error handling. Test the important customer action before publishing a change.
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. Leave the team with a decision, an owner, and a review date.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities