Spec Doc One Access
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Transcript of Spec Doc One Access
ONEUSER EXPERIENCE SPECIFICATIONS DOCUMENT
ONEaccess Platform DesignDavid CheongShravanthi ReddyJenny ChenMaxwell Dubs
UX Designer/Project ManagerUX Designer/Visual DesignerUX Designer/Product DesignerUX Designer/Information Architect
ACCESS
1
Chapter 01Chapter 02Chapter 03
Overview
Chapter 04Chapter 05
Annotated WireframesHigh Fidelity MockupsStyle Guide
Information Architecture
Table of Contents
2
Overview
Project Goal
Link to Prototype
Goal is to perform a teardown of the current platform’s workflow and to design a better experience for the buy-side admin users.Goal is to perform a teardown of the current platform’s workflow and to design a better experience for the buy-side admin users.
https://invis.io/UE7QVKEK6#/167899264_Seats_To_Allocatehttps://invis.io/UE7QVKEK6#/167899264_Seats_To_Allocate
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List of requested events
Side Icons: Allocate, Request Access, Detail, and Share
Condense the content on the page in order for the administrator to view particular events
User could ask for help here
Discovery Feed Page
Event Cards
Filters
Customer Service
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2
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3
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Action: Click Event card expands into a modal and the iconson the side gets enlarged on the side
01.00.00
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Discovery Feed
Action: Click Diffierent event types will drop down from the “Event Type” tabScroll up and down to view all event types
Action: Click Filter out events through a specific timeframe
Event Type
Timeline
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1
01.01.00
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2
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Discovery Feed - Filter Opened
Action: Click Check off boxes next to particular event types that the admins want to save
Condense the content that the user is able to view on the particular page
Sticky moves as user moves down the side navigation to add more filtersFilters apply with excel, share, and calendar features
Event Type Filters Stored Filters1 2
01.02.00
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2
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Discovery Feed - Filter Selected
Action: Click Able to use the filters as default whenever the user visits the Discovery page
Stored Filters1
01.03.00
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10
Discovery Feed - Filter Named
The filter is saved and visibily shown to the user at all times in the Discovery page
Saved Filter1
01.04.00
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Discovery Feed - Filter Saved
List of new events from the fund manager(s) to be sent to the broker for approval
Incoming New Requests
Requested By
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2Communicates to the user where the request is coming from
02.00.00
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2
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Incoming Requests
Similar to the current features of the oneaccess website with “Add to Outlook”, “Priority Request”, and “Request Access”
Fill in information of the attendees and the meeting type for the recipeint of the request
Action: Click then drop down The companies that the fund managers are interested in meeting at the conference
Native Oneaccess features
Request Access Modal 31
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02.01.00
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3
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Company to Attend
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Request Access Modal
Action: Click Send the event to a team member who may be interested in the event
Share
Share
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02.02.00
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2
Similar function to section 02.01.00
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Share Event Modal
Action: Click User is able to view who is attending the event and the user specific list of actions.
Event Information 1
02.03.00
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2
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Event Details Modal
Communicates to the user immediatley how many more seats need to be allocated
Seats Allocated
Event Cards
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2Action: Click Event card expands to a modalRefer to section 03.01.00
03.00.00
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2
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Seats to Allocate
Action: Click on box Stores in updated information and status after seat/meeting type has been allocatedRefer to section 03.02.00
Action: Click on calendars and time tabs User changes the time and date of the meetingRefer to section 03.02.00
If user does not click on the “Use Home” box then they would have to type in the new address below
Status changes once the user finishes with their allocation task from “To Do” to “Confirmed”
Action: Click on box If the location is held at the company’s headquarters then user the information below auto populates Refer to section 03.02.00
Attendees Date/Time
Location
Location
Status Editing Allocation
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2Action: Click Statuses drops down from the tab and the user chooses the new meeting typeRefer to section 03.02.00
03.01.00
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Allocate Seats Modal
AttendeesDescription: Refer to section 03.01.00 Description: Refer to section 03.01.00
Edit Allocation
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Description: Refer to section 03.01.00
03.02.00
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Date/Time Description: Refer to section 03.01.00
Location 4
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Allocate Seats Modal - Selected Team Member
Action: Click User is able to view events on a specific day
Filter events by Day 1
2Refer to section 03.01.00
04.01.00
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Event Cards
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Calendar - Day View
Action: Click User is directed to allocated modal in reference to the event that they clicked on the calendar
Filter events by Day 1
Refer to section 03.01.00
04.02.00
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Calendar - Week View
All upcoming events that has already been allocated
Action: Click Ability to view all upcoming events by day-week-month
Event Inventory 1
2Similar to “Agenda” within “Firm Calendar” in the current Oneaccess website but organized by event cards in a list view
04.00.00
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2
Card View
3
3 Timeline Filter
Reference to 04.03.0021
Calendar - Month View
Action: Click Navigates user to section 04.04.00
Add Interaction 1
04.03.00
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Inventory - Card View
Similar to the existing interaction pageMoved the “cancel” and “save” button to bottom Removed “Add another interaction”
1 2Action: Click on “Add”There will be a drop down for user to fill in further information
Refer to section 04.05.00
04.04.00
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Add New Attendees Create Interaction
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Refer to section 04.05.00
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Create New Interaction Modal
Organizes all upcoming events in a list format
Moved “saved” and “cancel” on the bottom
Card View 1
2Similar to agenda within “Firm Calendar” in the current Oneaccess website but organized by event cards
04.05.00
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Card View
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Save New Interaction
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Create New Interaction Modal - Add Attendee
To Do
Rates
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Signals the user that this event has not yet been rated
Event Cards
Action: Click Opens up a modal to give ratingRefer to section 05.01.00
05.00.00
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Prioritizes the events that needs feedback/rating
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Rate Event Page
Rate Upload File 1 2
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Action: Click User is able to upload any documentation to reinforce their feedback
05.01.00
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Action: Click User chooses how many stars is given for a particular event determined by service & satisfaction of the sales team (broker)
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Rate Event Modal
Filters the page by the user’s selected timeline
Filters are all located here and within this page “User” is an option that the user could filter by like the
Time Interval 1
2Surfaced the view option to the surface compared to the drop down in the current Oneaccess
05.02.00
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View By
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User
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Resource Summary Page
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06.00.00
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Variable Column User is able to select a variable group out of 8 variable groups in this column. In this instance, “My Brokers” has been selected and in the next column a list of brokers has been populated.
Value Weighting Column User is able to input corresponding values for individual variables. This will change the dollar value of the variable.
Customize Column Radio buttons to select which variables user wants to customize. Only one can be selected from each variable group at a time. This information populates in Custom Calibration box on the right side.
Broker Column This is a list of brokers that the user has designated as his or her brokers. This list may change to any of the 8 variables depending on which the user has selected in the Variable Column. 28
Weighting
Custom Calibration
Export to Excel
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06.01.00
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Calculates the dollar value per interaction point on a variable Populates as user choose and customize individual variables
Exports value weighting and custom calibration to excel
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Weighting - Customization
Notifies users that the request that they sent to the broker has been accepted and the amount of contacts they have saved/stored who they could reach out to for any upcoming events
Access Aproved Request From All Brokers
Request From All Brokers Add Contact
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Action: Click User fills in new contact information hereRefer to section 06.01.00
Action: Click User is able to view how many requests are currently pending or been approved
Action: Click A new modal opens up asking the user permission to proceed to avoid any mishaps Refer to 06.02.00
06.00.00
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Broker Coverage
Contact Information
Active or Inactive
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Action: Click User checks off the box if they want specific sales contact to be accessed for upcoming events
Reference to section 06.04.00
06.01.00
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User fills in new sales contact information
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Broker Coverage - Adding Contacts
Request Access Modal 1
06.02.00
Action: Click Warns the user before they request to all brokers on their list
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Broker Coverage - Requesting Access to All Brokers Warning
Action: Click Select the sales person and their contact information auto populates within the tabs on the right
Sales Contact
Edit Information
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Fill in new information and click on edit
06.03.00
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Broker Coverage - Editing Contacts
The number of active contacts is determined by user’s decision to make them either active or not
Refer to section 06.01.00
Active Contacts 1
06.04.00
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Broker Coverage - Contacts Count
In terms of functionality, this is similar to the current “Watchlist” on Oneaccess
Watchlist
My List & Tickers
1
2Designed two sections for tickers and lists to communicate to the user what they have saved in an organized format
07.00.00
1
2
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My Account - Watchlist
2
1
2
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My Interest
My Interest
“My Event Types”, “My Sectors”, and “My Locations” are all stored here
07.01.00
Stores all user’s preferences within the box and save it for future use to filter out content
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My Account - My Interests
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1
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Profile Settings
Daily Digest
Similar to the current Oneaccess
07.02.00
Similar functions to the current Oneaccess
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My Account - Account Settings
08.00.00
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Discovery Feed
08.01.00
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Discovery Feed - Filter Opened
08.02.00
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Discovery Feed - Filter Selected
08.03.00
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Discovery Feed - Filter Named
08.04.00
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Discovery Feed - Filter Saved
09.00.00
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Allocate Interactions
09.01.00
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Allocate Interactions - Modal 1
09.02.00
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Allocate Interactions - Modal 2
09.03.00
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Allocate Interactions - Modal 3
09.04.00
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Allocate Interactions - Modal 4
09.05.00
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Allocate Interactions - Modal 5
09.06.00
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Allocate Interactions - Modal 6
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HEX: CEAA35 HEX: 506683 HEX: 3B4D62 HEX: FBFBFB
Allocation
External Link
Flag as Priority
Search
Add Sales Contact
Calendar
Allocation
Export to Excel
Requested
Help
Change inAllocation
Event Details Request Review Share
Colors
Icons
1. Headers2. Hi-lighted CTAs
1. Main navigation2. Side navigation3. Modal tabs
1. Event card body2. Modal body
1. Notification alert2. Location indicator on main navigation
10.00.00 Style Sheet