Client Problem

Client Problem

More Options: Make a Folding Card

Storyboard Description

describe client pain point

Storyboard Text

  • Hi, I am Jackie Beachuamp. I am an adviser at Protection Advice. I use XPlan as my primary financial planning tool to service my clients.
  • How nice would it be if I could use my google storage to store my documents from XPlan
  • Or even share it with Jackie Beauchamp my favourite client. She is always giving me hard time about emailing her various documents
  • I know..I will ring Todd. He always solves my problem!
  • Jackie has a conversation with Todd around her issues with document storage. Todd agrees to get back to her with options
  • What can we do for Jackie? Is storing documents in cloud viable?
  • What about user experience? Can it be simple?
  • Do we want to support it as a business? what about cost, performance, security?
  • Lets do some user research to validate our assumptions
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