Example output
Here is an example of how Epics, User Stories, and Tasks could be created for the given scenario:
Epic: Streamline Mortgage Broker Document Processing
User Story 1: As a Mortgage Broker, I want to be able to automatically generate quotes for potential clients so that I can provide them with an accurate estimate of their costs.
Acceptance Criteria:
The system should be able to automatically generate a quote based on the user's inputs.
The quote should be accurate and include all relevant fees and charges.
The quote should be easy to understand and clearly presented to the user.
The user should be able to save, download, or email the quote for future reference.
Tasks:
Design the user interface for the quote creation process.
Develop the quote generation algorithm.
Implement the ability to save, download, or email the quote.
User Story 2: As a Mortgage Broker, I want to be able to automatically generate standard document templates so that I can save time and increase efficiency.
Acceptance Criteria:
The system should be able to generate standard document templates based on the user's inputs.
The templates should be accurate and comply with relevant industry regulations.
The user should be able to customize the templates to their specific needs.
The user should be able to save, download, or email the templates for future use.
Tasks:
Design the user interface for the document generation process.
Develop the document generation algorithm.
Implement the ability to customize and save the templates.
Epic: Improve Customer Experience
User Story 1: As a potential client, I want to be able to easily obtain a quote for my mortgage so that I can make an informed decision.
Acceptance Criteria:
The quote creation process should be simple and easy to use.
The quote should be accurate and clearly presented to the user.
The user should be able to save, download, or email the quote for future reference.
Tasks:
Conduct user research to identify pain points in the quote creation process.
Design a user-friendly quote creation process.
Test and refine the quote creation process based on user feedback.
User Story 2: As a client, I want to be able to easily track the progress of my mortgage application so that I can stay informed.
Acceptance Criteria:
The system should provide real-time updates on the progress of the mortgage application.
The updates should be clear and easy to understand.
The user should be able to access the updates through a user-friendly interface.
Tasks:
Design the user interface for the progress tracking system.
Develop the progress tracking algorithm.
Implement the ability for the user to access the progress tracking system.