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EDEX-608: Customer Onboarding

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Project Overview

ObjectiveImprove initial onboarding experience for new online customers.
Due date
Q2
Key outcomesReduce calls to branch, reduce calls to csr
Status

DISCOVERY


Project Details

ScopeProblem Statement

Must have:

  • TBD

Nice to have:

  • TBD

Not in scope:

  • TBD

Milestones and deadlines

MilestoneOwnerDeadlineStatus
Discovery/Research

NOT STARTED

Define

NOT STARTED
Develop

NOT STARTED
Deliver

NOT STARTED

09-Sep201916-Sep23-Sep30-Sep07-Oct14-Oct21-Oct28-Oct04-Nov11-Nov18-Nov25-Nov02-Dec09-Dec16-Dec23-Dec30-Dec06-Jan202013-Jan20-Jan27-Jan
DXT Research
DXT Design

Discovery

Design

Define

Design

Deliver


Reference Material

key summary type created updated due assignee reporter priority status resolution
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