Sprint 0
Pre–Kickoff
UI/UX Examples
Risk Mitigation Strategies
Feature Development Flow
Sprint 1
Kickoff ([] – )
Sprint 2
Process Confirmation & Refinement ( – )
Known Processes
Sprint 3
UI/UX Development & Feature Mockups ( – )
Preliminary Presales UI Ideas
Main UI Collection
Sprint 3 UI/UX Hub
Feature Categories
Feature UIs (Basic)
Feature UIs (Professional)
Feature UIs (Unified)
Individual Feature Areas
Activity Tracking
Data Management
Integration
Sales Process
Territory Management
Dashboard Options
Cards Dashboard
Split Dashboard
Focus Dashboard
Workflow Examples
Lead Intake Workflow
Exception Queue
Assignment Review
Wireframe Variations
Feature Wireframes
Balanced Wireframes
Vynyl Style Wireframes
Sprint 4
Process Refinement and Confirmation ( – )
Interactive Process Viewer
Revised Flowcharts
Current (As Is)
Billing Admin Process Lead to Opportunity (Current) Order Fulfillment Process Overall Business ProcessFuture (Should Be)
Data Integration Quality Flow Lead to Opportunity (Future) Rep Daily Workflow Sales Stage Progression Territory Assignment Logic
Sprint 5
CRM Development ( – )
Prototype Printer Configurator
Import & Dedup
Import MappingImport Review Screen Prototypes
Flat View