We aim to involve our business users from the beginning of the customer fact sheet design. As a non-technical, collaborative process, we use Agile project tools, such as Post-It notes and a whiteboard to begin the design process. We begin by writing user stories that we think would be important to include in the fact sheet on Post-It notes.
The user epic we want to solve with our customer fact sheet is as follows:
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As a sales representative, I need an easy way visualize all the information related to a customer and its relationship to the business so that I can plan more productive customer calls and meetings.
This user epic then gets broken down into the following user stories that we can eventually translate into a type of data visualization:
As a sales representative, I need to compare this year's accumulated sales against last year's sales so that I can detect changes to our customers' buying habits
As a sales representative, I need...