design developement for portfolio management apps
DESCRIPTION
TRANSCRIPT
DESIGN DEVELOPMENT
PORTFOLIO MANAGEMENT
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
LearningMate
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
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 o� 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
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
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 o� 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
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 portfolioand 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
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 o� 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
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 clientsor incase no matching record, system will add a , after the email address .. likewise user will able to share the portfolio to oneor more clients
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Major UI/UX Problems & Solutions
Problem 4 :
Sharing speci�c 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 speci�cally with them ,
Now system can easily capture the data (if the client likes, comments, views, request for other information) from that speci�cclient in his/her email address..
DASHBOARDCOMMENTS CLOSE TO EXPECTATION REQUEST FOR INFO CLOSED
COMPLETED
PORTFOLIO DETAILS
PENDING CREATE NEW
TECHNOLOGY LIST
TAG LISTS
ACCOUNT SETTING
CLIENT LISTS
LOGOUT
SHARED PORTFOLIO
REQUESTED TO TEAM
PORTFOLIO
CLIENTS
TECHNOLOGY
TAGS
ACCOUNTS
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Information Architecture for Web Apps
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Process Design( AUTHORING A PORTFOLIO )
MARKETING REPRESENTATIVE
REQUEST CASE STUDY
CONTRIBUTED CASE STUDY
DESIGN LEAD
TECHNICAL LEAD
PROJECT MANAGER LEAD
CONTENT WRITER
FINAL CASE STUDY
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Process Design ( SHARING PORTFOLIO VIEWING BY CLIENT )
MARKETING REPRESENTATIVE
EXISTING CLIENT
PORTFOLIO IPHONE APPS
SHARE PORTFOLIOSHARED WITH EXISTING CLIENT USER ACCOUNT
GENERATED A UNIQUE TOKEN FOR EACH NEW CLIENT
EXISTING CLIENT INTERACTS WITH APPS WITH LOGIN CREDENTIALS
NEW CLIENT INTERACTS WITH THE APPS WITH ACCESS TOKEN
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Process Design ( VIEW/COMMENT BY CLIENT / MARKETING TEAM )
NEW CLIENT
MARKETING REPRESENTATIVE
EXISTING CLIENT
PORTFOLIO
EXISTING CLIENT LIKES | COMMENTS | MARK CTE | ASK QUESTIONS
NOTIFY CLIENT ABOUT FEEDBACK / COMMENT (CLIENT SPECIFIC)
NOTIFY CLIENT ABOUT FEEDBACK / COMMENT (CLIENT SPECIFIC)
NOTIFY THE MARKETING REPRESENTATIVE ABOUT ANY NEW FEEDBACK/ LIKES / CTE
MARKETING REPRESENTATIVES REPLIES BACK TO COMMENTS/ QUESTIONS
NEW CLIENT LIKES | COMMENTS | MARK CTE | ASK QUESTIONSNAME / OTHER DETAILS NEEDED
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
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
Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE )
LOGIN PORTFOLIO
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE )
CASE STUDY COMMENT
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
UI/ UX Evaluation ( User Experience Research Sheet )
1. Utility: Does the user perceive the functions in the system as useful and �t for the purpose?
2. Usability: Does the user feel that it is easy and e�cient to get things done with the system?
3. Aesthetics: Does the user see the system as visually attractive? Does it feel pleasurable in hand??
UI/ UX Evaluation
Copyright © 2012 LearningMate Solutions Pvt. Ltd. | SEI CMMI® Level 5 Company
( User Experience Research Sheet )
4. Identi�cation: 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?
Thank You
ABHILASH MISHRAMobile - 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