Task for Product Owner
Date Created
Status
04 Aug 2022
INITIATION PHASE
PO
Task #1
“We need to generate a report about the clients transactions for the inspection institution”
Objective
Our goal is to create a feature, which will allow our clients to generate reports of their transactions, which will be fully adjustable with the
inspection institution.
Crossfunctional Team Management - Workflow
In order to prepare the documentation for the devs to work on, we need to arrange meetings and clarify things with:
Teams
Reason
Legal, Compliance and AML Teams
We need to talk about inspection institution topics with our legal team.
It is necessary to examine their approach to compliance terms.
We gather their approach and key points before generating the
necessary information for the Product brief.
Finance Team
It is critical to collect all of the points required for the inspection
institution reports. I'll contact our finance department and gather all of
the necessary information about the required data that will be
financially compliant for the inspection audits, etc.
I'll combine the information to fully customize user stories for our
developers.
Stakeholders and High Managers
Will describe the feature/collected points and request that the project
be prioritized.
IT Project Team
UI/UX Team
Describe the project/product brief and set the deadline.
To start research and initiation processes.
General Assumptions
As target audience, to achieve our goal, we need to fully understand our users needs. To simplify the concern, it’s required to build the easiest
landing page that can help to better their experience while using online generating platform. Before conducting numerous researches, surveys
and polls, it’s obviously to be:
Easily accessible;
Easily trackable;
Easily orientable;
Simple and enjoyable UI/UX design.
Possible end result of the description
We are creating a landing page - The info noted down below is general and hypothetical
Feature
User Story
Importance
HIGH
Jira Issue
CREATED
Notes
Clickable Report’s button on home
/clienspace page
user is able to direct to the generating landing
page via the homepage, clientspace, etc.
Date button
user should see all dates within the months,
weeks, days.
HIGH
CREATED
CREATED
CREATED
Card Button (with last 4 digit numbers)
Search reason sidebar
user is able to choose the transaction filtered by
the card
HIGH
User is able to choose the reason searching for
the data.
It will be easier for us
to work on the next
updates and
generating the reports
for the different
MEDIUM
audiences.
Bank button
user is able to choose the transaction filtered by
the bank
HIGH
HIGH
HIGH
CREATED
CREATED
CREATED
Search button
Currency button
should have the ability to search for the chosen
dates, infos.
User should choose the desired currency of GEL
/USD/EUR
Download Button
Open in drive button
ability to print
user is able to download generated report
User can import the data via Gsuit
Doc should be printable
HIGH
CREATED
CREATED
CREATED
CREATED
CREATED
MEDIUM
MEDIUM
LOW
Save button
ability to save to apple/android files
QR code for more easy access
Every reports should have the QR code. By
scanning it: user is directed from mob to web
version.
LOW
Possible end Milestones
Just for the visualisation, we have:
Deadlines for each of the feature;
Participating teams;
Budget;
Q/A testing date;
Launch date.
Task #2
Mockup - Landing Page
Stories
We have to create a landing page, from where, user will order his Mastercard / Visa Debit or Credit Card. In this case, only Logged in
user is able to direct on that landing page. Also, Mockup is done without brandbook coloring.
In other case, we can submit this “order a card” button on the home page, where the pop-up window is opened and user has to log in to
order a card.
Feature
User Story
Importance
HIGH
Jira Issue
CREATED
Notes
Landing page
user has the landing page, from where, he/she
orders a card
Cardholder Name
As user has to be registered and logged in to use
this feature, cardholder name is automatically
entered.
HIGH
CREATED
Checklist 1
Checklist 2
Once clicking “Mastercard or Visa” button, user
has 2 options:
HIGH
HIGH
CREATED
CREATED
Mastercard
Visa
He/she clicks on whatever he wants.
User is able to choose the type of the card:
Debit
Credit
Send a code button
Confirm Code button
While clicking “Send a code” button, user gets the
code on the registered phone number.
HIGH
HIGH
CREATED
CREATED
User is able to insert the received code for the
confirmation.
Submit button
Headline 1
While submitting, the card is ordered for that user.
HIGH
HIGH
CREATED
CREATED
User sees:
“Order your Debit | Credit Card”.
its not clickable.
Subheadline
Headline 2
“First Name, you are close” - Emoji
MEDIUM
HIGH
CREATED
CREATED
“First name, Surname’s initial”. It’s clickable, while
clicking on it, user is directed on his profile.
Footer
“Go to home page”
MEDIUM
CREATED
“Register now” (on the home page, if user is not
logged in)
“How to order” - here is the video tutorial. User
opens the file by clicking it.
“Contact Support” - user opens the chat by
clicking on it.