SPM needed an easy and quick way to manage their client's Records of Advice. We started from their initial briefing document and current web design as the style guide. After several online sessions, we derived a detailed functional specification from what was required. From here, I drafted some lo-fi wireframes to explore further solutions for managing templating and status updates, leading to the hi-fi designs in line with the SPM brand.

Highlights:

Colour-coded status updates for easy management of client follow-up.

Advice Action management with print feature into Records of Advice to ensure the integrity of past ROAs.

Templated ROA with easy selection of Advice Actions.

Approval system and two-tier login for advisers and support staff.

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