Mastering QlikView Data Visualization

Customer Fact sheet Agile design

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.

Creating user stories

The user epic we want to solve with our customer fact sheet is as follows:

Tip

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 ...