LBR Refactor Portal UX / UI

Summary
Client
LBRLBR
Assigned To
Status
Completed
Start & Finish Date
Needs Review
Onboarding automation steps.docx107.2KB
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Goal #2

Post Account # Created: Setup automated customer communication to get them to engage with LBR resources and complete tasks to get setup as a customer

Goal Planning Tasklist

Outline initial goal, deliverables, and questions
Full team review of goal
Confirm goal with client, get any questions answered
Turn goal deliverables into tasks, add tasks details

Questions / Notes

Deliverables

  • Update portal UX when account # is created to show on-going client resources and allow for new resources to be added
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    Current resources to show

Tasklist - Final

  • Create a header on portal with logo and menu items. Add “LBR Academy” menu item
  • Create a ConstantContact campaign to send mails at different frequencies
  • Write the content for the campaign mail and get it approved
  • Create wireframe of the new page and get approved by LBR team
  • Create JSON files for all resources sent by Ray
  • Create new view of portal when account # exists in Google Sheet
  • Code the updates to the portal based on approved wireframes and load JSON files