This phase started with listening to Business Operations and Sales Operations leads talk about the processes and requirements in the direct-to-consumer website experience.
Using this information and our own research, we developed a consumer persona and several post-purchase scenarios. We then began the Near Term Strategy, focusing on immediate improvements that would enhance the consumer’s experience and the Operations teams’ workflows. This included a gap analysis and a roadmap to guide our client through making the changes. We also created a detailed requirements document and helped team leaders decide which tools would best support this initiative.