Establishing a Flow
Because I was approaching this interface problem with a navigational solution, I wanted to go a bit deeper into the planning phase and work out how the user would move through a new system in order to get where they needed to go. My next step was establishing some task flows that reflected the users goals. I came up with a couple of them and debated the pros and cons of each.
I ultimately went with Task Flow 1. I felt this sort of structure was more supportive of our user's goals, as it presented more information on single pages, and gave shorter distances between clicks. I knew I wanted to use a dashboard type UI to implement this flow. Now, I just had to put pencil to paper.