Co-op Wiki & Manulife Toolbar 2Spring 2009 Coop Project<br />MANULIFE FINANCIAL CORPORATION<br />Project Manager: 		Tyrell...
Project Overview<br />Our Vision<br /><ul><li> Improve the initial experience of all incoming co-ops
 Provide a centralized location of resources or resource connectivity
 Guaranteeing easily accessible resources
 Ensure that all students are well informed of co-op news and events
 Utilize all the resources available to achieve our goals</li></ul>Our Idea<br /><ul><li> Target the most accessible resou...
 Choose the project ones with greatest prospect for success
 Rebuild resources to their fullest potential</li></ul>Rebuild Projects<br /><ul><li> Co-op Wiki
 IS Collaboration Portal
 Manulife Sidebar</li></li></ul><li>Co-op SharePoint Wiki<br />Goals<br /><ul><li> Improve the wiki’s user interface.
 Increase accessibility
 Introduce taxonomy and classification of information
 Expand the scope of the wiki to H.R. and Toronto coops
 Add new content and update older content
 Provide supporting documentation for the Manulife Toolbar</li></ul>About the Coop SharePoint Wiki<br /><ul><li> Hosted on...
 Provide a space for students to share information, plan  events and get acquainted with each other</li></ul>Who was Invol...
 Content writers: Stephanie Cheng, Rumana Khan, Aidan Lam, Katie O’Reilly
 Designers: Dylan Zhou, Junyu Chen</li></li></ul><li>Revamped Design of the Co-op Wiki<br />Bigger navigation “buttons”<br...
New Co-op Wiki Classifications<br />Categorized the wiki into:<br />Administrative InformationGeneral information about th...
New Content<br />Katie O’Reilly<br /><ul><li>Parking
Entertainment & Shopping</li></ul>Rumana Khan<br /><ul><li>Files for I.S. Coop
Files for Actuarial Coop
Toronto information
Information for international students</li></ul>Stephanie Cheng<br /><ul><li>Enhanced Grand River Transit and Toronto Tran...
Workplace etiquette</li></ul>Aidan Lam<br /><ul><li>Restaurants
Waterloo PD information</li></li></ul><li>Future Development<br /><ul><li> Add more content for Actuarial coop students
 Create a new category for Finance coop students
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Manulife Financial Spring 2009 Co-op Project

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Final presentation for the Manulife Financial co-op project - Spring 2009 term, Canadian Division - Kitchener/Waterloo

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Manulife Financial Spring 2009 Co-op Project

  1. 1. Co-op Wiki & Manulife Toolbar 2Spring 2009 Coop Project<br />MANULIFE FINANCIAL CORPORATION<br />Project Manager: Tyrell Cromoshuk<br />Lead Designer: Michael Lam<br />Lead Analysts: Jonah Hu, Rumana Khan<br />Designers: Xuan Fu, Yue Quan, Junyu Chen, Dylan Zhou<br />Analysts: Stephanie Cheng, Katie O’Reilly, Aidan Lam<br />
  2. 2. Project Overview<br />Our Vision<br /><ul><li> Improve the initial experience of all incoming co-ops
  3. 3. Provide a centralized location of resources or resource connectivity
  4. 4. Guaranteeing easily accessible resources
  5. 5. Ensure that all students are well informed of co-op news and events
  6. 6. Utilize all the resources available to achieve our goals</li></ul>Our Idea<br /><ul><li> Target the most accessible resources available to coops
  7. 7. Choose the project ones with greatest prospect for success
  8. 8. Rebuild resources to their fullest potential</li></ul>Rebuild Projects<br /><ul><li> Co-op Wiki
  9. 9. IS Collaboration Portal
  10. 10. Manulife Sidebar</li></li></ul><li>Co-op SharePoint Wiki<br />Goals<br /><ul><li> Improve the wiki’s user interface.
  11. 11. Increase accessibility
  12. 12. Introduce taxonomy and classification of information
  13. 13. Expand the scope of the wiki to H.R. and Toronto coops
  14. 14. Add new content and update older content
  15. 15. Provide supporting documentation for the Manulife Toolbar</li></ul>About the Coop SharePoint Wiki<br /><ul><li> Hosted on centralsharepoint – for all Manulife Coop Students
  16. 16. Provide a space for students to share information, plan events and get acquainted with each other</li></ul>Who was Involved?<br /><ul><li> SharePoint Designer: Jonah Hu
  17. 17. Content writers: Stephanie Cheng, Rumana Khan, Aidan Lam, Katie O’Reilly
  18. 18. Designers: Dylan Zhou, Junyu Chen</li></li></ul><li>Revamped Design of the Co-op Wiki<br />Bigger navigation “buttons”<br />Redesigned logo<br />Improved navigation<br />List of current coop students<br />Upcoming Coop Events<br />Recent merits appear on the homepage<br />
  19. 19. New Co-op Wiki Classifications<br />Categorized the wiki into:<br />Administrative InformationGeneral information about the company: how to set up conference calls, building maps, parking and submitting Concur expense forms.<br />Student LifeInformation about coop events, getting around the city and nearby restaurants, shopping centers and entertainment venues.<br />Meet the CoopsA listing of coop students, grouped by term.<br />Files – Actuarial<br /> Links and resources for Actuarial coop students<br />Files – Information SystemsLinks and resources for Actuarial coop students<br />General Coop Information<br /> Collection of miscellaneous information for<br /> coop students<br />
  20. 20. New Content<br />Katie O’Reilly<br /><ul><li>Parking
  21. 21. Entertainment & Shopping</li></ul>Rumana Khan<br /><ul><li>Files for I.S. Coop
  22. 22. Files for Actuarial Coop
  23. 23. Toronto information
  24. 24. Information for international students</li></ul>Stephanie Cheng<br /><ul><li>Enhanced Grand River Transit and Toronto Transit Commission information
  25. 25. Workplace etiquette</li></ul>Aidan Lam<br /><ul><li>Restaurants
  26. 26. Waterloo PD information</li></li></ul><li>Future Development<br /><ul><li> Add more content for Actuarial coop students
  27. 27. Create a new category for Finance coop students
  28. 28. Merge the “Manulife Software Suites” wiki into the Coop Wiki
  29. 29. Add more localized content for Toronto coop students</li></li></ul><li>Live Demo of the Co-op Wiki<br />
  30. 30. Manulife SideBar<br /><ul><li>Originally created by the Winter 09’ IS Co-ops
  31. 31. Incorporated stock, calendar and merits components
  32. 32. Great idea, flawed design</li></ul>History<br />Features<br /><ul><li>Stock component – Type in a stock name to see current value
  33. 33. Calendar component – Summarize past and future events as well as add events
  34. 34. Merits component – Give other co-ops recognition</li></li></ul><li>Manulife Toolbar 2<br />Goals<br /><ul><li>Ensure that the resources are ‘actually’ usable
  35. 35. Create a platform that will help coops to be more inter-connected
  36. 36. Provide them with a centralized location for resources</li></ul>About Manulife Toolbar<br /><ul><li>Tested and reviewed their prototype
  37. 37. Redesigned the product from ground up with some of their core ideas
  38. 38. Added a greater audience scope
  39. 39. Revamped the application infrastructure and UI design
  40. 40. Taken the idea to a whole new level</li></li></ul><li>Toolbar Development Platform<br />Overview<br /><ul><li>Provide a platform to house all components
  41. 41. Encourages independent component development
  42. 42. Allows “Plug and Play” oriented compatibility testing
  43. 43. Easy component isolation to simplify debugging
  44. 44. Designed for straightforward component integration
  45. 45. Offers basic application features and gestures
  46. 46. Embedded system optimization functionality</li></ul>Designer: Michael Lam<br />Tasks<br /><ul><li> Development
  47. 47. Memory Management
  48. 48. Server Connection Management
  49. 49. System Tray Icon
  50. 50. Application Behaviour
  51. 51. Instance Duplicate Prevention</li></li></ul><li>Stock Watch<br />Overview<br /><ul><li> Quick access to North American stock information
  52. 52. Follow market / stock advancement on the fly
  53. 53. More detailed and visual information with one click</li></ul>Information<br /><ul><li>Stock Symbol & Company Name
  54. 54. Current Price
  55. 55. Price & Percentage Change
  56. 56. Listed Stock Exchange</li></li></ul><li>Stock Watch<br />Designers: Jonah Hu & Michael Lam<br />Tasks<br /><ul><li> Development
  57. 57. Retrieving North American stock market information
  58. 58. Implement automatic refresh function
  59. 59. Converted data source from MSN to Google to Yahoo!
  60. 60. Streamlined user interface
  61. 61. Added more stocks information
  62. 62. Design Documentation</li></ul>Analyst: Katie O’Reilly<br />Tasks<br /><ul><li> Specification Document
  63. 63. Focus: Effective Interface
  64. 64. Additional features
  65. 65. Improved previous functionality
  66. 66. Quality Assurance
  67. 67. Ensure proper user interface
  68. 68. Ensure functionalities run error-free</li></li></ul><li>Merits<br />Overview<br /><ul><li> A communication venue
  69. 69. Keep co-ops informed of other’s achievements</li></ul>Information<br /><ul><li> Merit Recipient
  70. 70. Merit Sender
  71. 71. Type of Merit (Defined by the icon)
  72. 72. Detailed reasoning with one click</li></li></ul><li>Merits<br />Designers: Xuan Fu & Junyu Chen<br />Tasks<br /><ul><li> Development
  73. 73. Optimize the use of space
  74. 74. Professionally looking
  75. 75. Added functionalities like comments popup box
  76. 76. Automatic Refresh
  77. 77. Design Documentation</li></ul>Analyst: Stephanie Cheng<br />Tasks<br /><ul><li> Specification Document
  78. 78. Focus: User Friendliness
  79. 79. Enhanced pre-existing functionality
  80. 80. Included new and realistic functions
  81. 81. Quality Assurance
  82. 82. Check if application designs are to standard
  83. 83. Verify implemented functionality
  84. 84. Ensure all features are functional </li></li></ul><li>Events<br />Overview<br /><ul><li>Displays latest information about upcoming events
  85. 85. Provides all the necessary details
  86. 86. Access to SharePoint with one click</li></ul>Information<br /><ul><li>Event Title
  87. 87. Venue
  88. 88. Start Date and Time
  89. 89. End Date and Time</li></li></ul><li>Events<br />Designers: Xuan Fu & Michael Lam<br />Tasks<br /><ul><li> Development
  90. 90. Retrieve information from the coop wiki site
  91. 91. Load in the retrieved information
  92. 92. Link it to the appropriate event details pages
  93. 93. Design Documentation</li></ul>Analysts:Stephanie Cheng, Jonah Hu & Aidan Lam<br />Tasks<br /><ul><li> Specification Document
  94. 94. Quality Assurance
  95. 95. Ensuring that extracted information from SharePoint are formatted properly in the Toolbar user interface</li></li></ul><li>Search<br />Overview<br /><ul><li>Internet Searching
  96. 96. Provides access to popular search engines</li></ul>Objects<br /><ul><li>Search Parameter Textbox
  97. 97. Source Selection for Search Execution</li></li></ul><li>Search<br />Designers: Yue Quan<br />Tasks<br /><ul><li> Development
  98. 98. Pairing the Search Parameter with the proper search engine
  99. 99. Dynamically build search strings
  100. 100. Trigger browser to launch
  101. 101. User Interface Design
  102. 102. Design Documentation</li></ul>Analysts: Rumana Khan<br />Tasks<br /><ul><li> Specification Document
  103. 103. Quality Assurance
  104. 104. Verified that all Search Sources are functional</li></li></ul><li>Launch Pad<br />Overview<br /><ul><li>Co-ops most accessed links
  105. 105. Divided in 4 categories catered for different coop groups
  106. 106. One click launch to websites and Lotus Notes resources</li></ul>Objects<br /><ul><li>Categories of resource types
  107. 107. Launch buttons for specific resources</li></li></ul><li>Launch Pad<br />Designers: Dylan Zhou, Michael Lam & Jonah Hu<br />Tasks<br /><ul><li> Development
  108. 108. Standardized the interface for 16 buttons.
  109. 109. Add links to those button.
  110. 110. Set the configuration file for links.
  111. 111. Design Documentation</li></ul>Analysts:Katie O’Reilly, Jonah Hu & Aidan Lam<br />Tasks<br /><ul><li> Specification Document
  112. 112. Quality Assurance
  113. 113. Ensured that all links work
  114. 114. Checked if buttons are categorized correctly</li></li></ul><li>About<br />Overview<br /><ul><li>Background history about the application
  115. 115. Credit all coops who have contributed
  116. 116. Copyright notices for all external resources used</li></li></ul><li>About<br />Designers: Dylan Zhou & Michael Lam<br />Tasks<br /><ul><li> Development
  117. 117. Assembly version number update
  118. 118. Design
  119. 119. Format of text for easy read
  120. 120. Logo Designs</li></ul>Analysts: Katie O’Reilly & Stephanie Cheng<br />Tasks<br /><ul><li>Specification Document
  121. 121. Focus: Include necessary information in a layout that can be maintained for continual information updates
  122. 122. Research/Filter information
  123. 123. Implement a scrollbar
  124. 124. Quality Assurance
  125. 125. Ensure accuracy of content and layout of the application</li></li></ul><li>Future Development<br /><ul><li> Add support for non-networked Manulife machines
  126. 126. A weather component
  127. 127. Quick access to Bus Schedules (GRT)</li></li></ul><li>Live Demo of Manulife Toolbar 2<br />
  128. 128. What have we learnt?<br />
  129. 129. Conclusion<br />

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