Design developement For Portfolio Management Apps
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The document describes requirements for a portfolio management application. It needs to allow marketing teams to author case studies, group them into portfolios, and share portfolios with clients via a mobile app. Key features include authoring case studies, grouping studies into portfolios, browsing portfolios, and getting client feedback. Users will include marketing staff, project leads, and clients. The app will help marketing share customized portfolios and see how clients engage with different case studies.
Design developement For Portfolio Management Apps
- 1. LearningMate PORTFOLIO MANAGEMENT DESIGN DEVELOPMENT Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 2. Project Brief The Marketing team needs a repository of case studies that can be packaged to present as portfolio to prospective clients, as iPhone & iPad app. Requirements - - Author case studies - Group case studies and share as portfolio Authoring A simple and concise authoring feature to capture project details that will be delivered as case studies. The users will be group leaders of design, writers, technology and Project Management groups Provide grouping features like tagging and taxonomy - content, technology, porting, to segregate case studies by terms Portfolio management Browsing feature to access case studies by Account title, taxonomy, by team members, project kick off and closure dates, liked by client, commented etc. The marketing team should be able to select and publish a portfolio for the client. The client will access the online link shared by the marketing representative, browse through the portfolio, mark favorites or mark as close to expecta- tions, add comments or questions, request for more samples on the lines of a particular case studies etc The web-application should be able to inform the marketing representative about the client feedback on the portfolio and view a report on the number of visits to the portfolio, track no. of visits to the case studies etc. Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 3. User Analysis Potential users of the system : 1. Marketing Team Members 2. Group Leads from Design, Technical, Writers, Project Management. 3. Existing Clients 4. New Clients. Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 4. Functionality Requirement Potential use of the system : 1. Authoring Features, Where Marketing team can start the process of creating a new case study, and group leaders of design, Technical, writers, project management can contribute their parts to the case study. 2. Grouping Features like tagging, taxonomy, content, technology , porting to segregate case studies by terms 3. Searching Features to access case studies by account title, taxonomy, team members, project kick off and closure dated Liked by client, commented etc 4. Marketing team can bundle case studies and publish a portfolio for the client. 5. Both Existing / new client should able browse the portfolio shared with them on a iphone apps by using a online link shared By marketing team. 6. Both Existing / new Client can mark favorite, mark close to expectation, add comments or questions, or requests for more Samples on the line of a particular case study. 7. The web application should be able to inform the marketing representatives about the client feedback on the portfolio and View a report of number of visits to the portfolio, trank no. of visits to the case studies. 8. Marketing team can share a portfolio with many clients (both existing/new) 9. Should be able to add / remove case studies from a portfolio 10. Add New client. Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 5. Major UI/UX Problems & Solutions Problem 1 : Addition of single/multiple case study from a large collection of available case studies to an existing portfolio or to a newly created portfolio on the same screen. Solution. Add to Portfolio Drop down Button .. which will populate a list of available portfolios with radio selection to select a portfolio and a option to create a new portfolio, which will pop up to enter name for the newly created portfolio Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 6. Major UI/UX Problems & Solutions Problem 2 : Segregation of large number of case studies as per tagging, Taxonomy, content, technology, porting, account title, taxonomy team members, project kick off and closure dates. Solution. Drop down in the search bar to segregate to the exact matching case study the marketing team is looking for .. Keyword, tags, tech , date shown for example Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 7. Major UI/UX Problems & Solutions Problem 3 : Sharing portfolio with multiple clients, both registered / new Solution. When few initials enter into the share with section the list will populate name/ email address of any matching existing clients or incase no matching record, system will add a , after the email address .. likewise user will able to share the portfolio to one or more clients Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 8. Major UI/UX Problems & Solutions Problem 4 : Sharing specific portfolio with the New clients who don't have any login credentials for the applications Solution. An Access token & link to the iphone application provided to them on email, so that the perspective client can download the application to his/her iphone and access the portfolio shared specifically with them , Now system can easily capture the data (if the client likes, comments, views, request for other information) from that specific client in his/her email address.. Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 9. Information Architecture for Web Apps DASHBOARD SHARED PORTFOLIO COMMENTS CLOSE TO EXPECTATION REQUEST FOR INFO CLOSED REQUESTED TO TEAM COMPLETED PENDING CREATE NEW PORTFOLIO PORTFOLIO DETAILS CLIENTS CLIENT LISTS TECHNOLOGY TECHNOLOGY LIST TAGS TAG LISTS ACCOUNTS ACCOUNT SETTING LOGOUT Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 10. Process Design ( AUTHORING A PORTFOLIO ) REQUEST CASE STUDY MARKETING REPRESENTATIVE DESIGN LEAD FINAL CASE STUDY TECHNICAL LEAD CONTRIBUTED CASE STUDY PROJECT MANAGER LEAD CONTENT WRITER Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 11. Process Design ( SHARING PORTFOLIO VIEWING BY CLIENT ) GENERATED A UNIQUE TOKEN FOR EACH NEW CLIENT SHARE PORTFOLIO SHARED WITH EXISTING CLIENT USER ACCOUNT MARKETING REPRESENTATIVE EXISTING CLIENT INTERACTS WITH APPS WITH LOGIN CREDENTIALS PORTFOLIO IPHONE APPS NEW CLIENT INTERACTS WITH THE APPS WITH ACCESS TOKEN EXISTING CLIENT Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 12. Process Design ( VIEW/COMMENT BY CLIENT / MARKETING TEAM ) NOTIFY THE MARKETING REPRESENTATIVE ABOUT ANY NEW FEEDBACK/ LIKES / CTE MARKETING REPRESENTATIVES REPLIES BACK TO COMMENTS/ QUESTIONS MARKETING REPRESENTATIVE NOTIFY CLIENT ABOUT FEEDBACK / COMMENT (CLIENT SPECIFIC) PORTFOLIO EXISTING CLIENT LIKES | COMMENTS | MARK CTE | ASK QUESTIONS EXISTING CLIENT NOTIFY CLIENT ABOUT FEEDBACK / COMMENT (CLIENT SPECIFIC) NEW CLIENT LIKES | COMMENTS | MARK CTE | ASK QUESTIONS NAME / OTHER DETAILS NEEDED NEW CLIENT Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 13. Prototyping & UI Design ( HIGH FIDELITY CLICKABLE PROTOTYPE FOR WEB APPS ) http://learningmate.abhilashmishra.in/ Required Axure Rp Extenstion, Chrome: https://chrome.google.com/webstore/detail/axure-rp-extension-for-ch/dogkpdfcklifaemcdfbildhcofnopogp Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 14. Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE ) LOGIN PORTFOLIO Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 15. Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE ) CASE STUDY COMMENT Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 16. UI/ UX Evaluation ( User Experience Research Sheet ) 1. Utility: Does the user perceive the functions in the system as useful and fit for the purpose? 2. Usability: Does the user feel that it is easy and efficient to get things done with the system? 3. Aesthetics: Does the user see the system as visually attractive? Does it feel pleasurable in hand?? Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 17. UI/ UX Evaluation ( User Experience Research Sheet ) 4. Identification: Can I identify myself with the product? Do I look good when using it? 5. Stimulation: Does the system give me inspiration? Or wow experiences? 5. Value: Is the system important to me? What is its value for me? Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
- 18. Thank You ABHILASH MISHRA Mobile - 9550484067, Portfolio : www.abhilashmishra.in If You Want To Have Something You Never “ HAD” .. Do Something You Never “DID” Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company