Opportunity Management new process wireframe testing (no Expression of Interest)

Audience and tool used

• 6 potential customers (face-to-face on Teams)

What we tested

• The latest OM wireframe

Results

• There are two paths that are clear to customers. The text around the ‘Enquire’ path suggests a conversation. When users click through they see a standard Contact Us form and little language to sustain their expectations.
• The ‘Apply’ path does meet expectations
• The form is clean, clear and easy to understand
• The account creation is at the appropriate time in the journey and IS expected
• The document requirements (passport, driving license, other) were acceptable to all participants

Supporting documents

• Opportunity Management new customer journey