Best practice client portal

Legacy app

Latest milestone
Version 1.0 sitemap and annotated wireframes — January 13, 2025
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Feedback and revision — Scheduling TBD

Sitemap and annotated wireframes version 1.0

Documentation of the structure, presentation, and experience is now ready for your review and feedback. This package includes the revised information architecture (IA) in a sitemap along with functionally annotated wireframes to aid shared understanding and guide implementation. We look forward to your feedback and thank you as always for working with us on this exciting project!

Posted January 13, 2025
November 19, 2025
Journey completion content simulator

Outline the complete experience of Account Holders to develop a shared vision on the experience with customer outcomes.

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September 2025
Usability testing sessions and analysis

Comprehensive analysis of 8 users. Key findings on use cases and expectations for getting started experience making progress on checklist.

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August 2025
Wireframe prototype for Account Holder experience

Low-fidelity layouts for the core application screens. Focus is on information architecture and navigation hierarchy before visual design begins.

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April 2025
Draft user journey

Outline the complete experience of Account Holders to develop a shared vision on the experience with customer outcomes.

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January 2025
Literature review and competitive analysis

Establish foundational knowledge on project domain to identify industry standards, research questions, and hypotheses and understand market gaps and opportunities.

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