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ONLINE RPL
PRODUCT REQUIREMENTS DOCUMENTATION
PREPARED BY: MARY ELEANOR HIZON
VERSION 1.1
FEBRUARY 14, 2017
2
TABLE OF CONTENTS
1 Product Overview............................................................................................ 3
2 Business Objectives/Goals ............................................................................... 3
3 Competitors.................................................................................................... 3
3.1 OpenSpace .................................................................................................................................3
3.2 Online RPL Unique SellingPoints (USP).........................................................................................4
4 Target Users.................................................................................................... 5
4.1 Features and Benefits..................................................................................................................8
4.2 Metrics and Tagging....................................................................................................................9
4.2.1 Key Performance Indicators (KPI)................................................................................... 9
4.2.2 Success Criteria for the platform...................................................................................10
5 Product Technology ....................................................................................... 10
6 Overall RPL Process....................................................................................... 12
7 Major Sections .............................................................................................. 13
7.1 Core.........................................................................................................................................13
7.2 Non-core / Support Sections......................................................................................................13
8 Section Pages Concept Designs ...................................................................... 13
8.1 Login Screen .............................................................................................................................13
8.2 Dashboard................................................................................................................................14
8.2.1 Applicant....................................................................................................................14
8.2.2 Account Manager........................................................................................................14
8.3 Qualifications Section................................................................................................................15
8.3.1 Qualifications Info .......................................................................................................15
8.3.2 Elective Units Selection ................................................................................................15
8.3.3 Core UnitsUpload .......................................................................................................16
8.4 Evidence Library........................................................................................................................17
8.5 Messaging Center (draft) ...........................................................................................................17
9 Product Roadmap.......................................................................................... 18
9.1 High Level Strategy Roadmap.....................................................................................................18
9.2 First Strategy Milestone: Online RPL MVP (Soft Launch)..............................................................18
9.2.1 MVP Important Dates..................................................................................................18
3
1 PRODUCT OVERVIEW
Online RPL is GQA’s innovative solution to the challenges faced by RPL Applicants, Account
Managers, Assessors, and RTOs during the RPL/Skills Recognition process. This new
platform is a website that enables Applicants to upload and share evidences through a
user-friendly, frictionless, cloud-based, self-service system. Online RPL will also provide a
single platform for Account Managers, Assessors and RTOs to review and decide on
Applicant’s evidences.
2 BUSINESS OBJECTIVES/GOALS
This project has 3 main business objectives:
1. Provide GQ RPL Applicants a cloud-based solution to complete their RPL
journey – As a business that provides Skills Recognition service to RPL Applicants,
the business aims to provide a first-in-class, user-friendly solution to its customers
by utilizing the cloud and the latest technology available for multiple devices:
desktop, mobile and tablets.
2. Provide GQ RPL Account Managers a cloud-based solution to facilitate
successful RPL for Applicants – As a business providing Skills Recognition service
to professionals seeking qualifications without classroom study, the Account
Managers are the Applicant’s main contact and facilitates the RPL Journey. They also
liaise with Assessors and RTOs on behalf of the Applicant, making them most
productive if working from a centralized, cloud-based platform.
3. Provide GQ Partner Assessors and RTOs a cloud-based solution to review
evidences from RPL Applicants – The business provides nationally-recognized
qualifications, and with such would need professional Assessors and accredited RTOs
to review and grant the qualification. These stakeholders would benefit from a
cloud-based platform where they can log in and review assigned Applicant portfolios.
3 COMPETITORS
Currently, there are no competitors having the same technology, hence placing GQA as the
innovative leader in RPL solutions.
3.1 OPENSPACE
The closest platform to Online RPL is Open College’s OpenSpace,
https://learning.opencolleges.edu.au/ . OpenSpace is Open College’s online campus which
gives students access to online learning materials, assignments, as well as connect with
their professors and classmates regardless of their location.
4
In the same way that OpenSpace provides an online means for Students to study their
online courses, Online RPL has the following USPs to support Get Qualified
Australia’s lead acquisition and sales:
3.2 ONLINE RPL UNIQUE SELLING POINTS (USP)
1. Online RPL is purely cloud-based and is compatible with the latest desktop, mobile
and tablet resolutions. You can start uploading evidences regardless of your location.
2. Online RPL gives the Applicant up to 180 days to complete their RPL journey, giving
users control over their time and schedule
3. Online RPL provides transparency to the Applicant by showing status of each unit
and for the qualification
4. Online RPL gives the Applicant all the materials and information needed to
provide the right evidence
5. Online RPL has a messaging center to keep the Applicant and the Account Manager
in constant contact.
6. Online RPL has its own files repository system that the Applicant can use to store
evidences.
7. Online RPL is a platform that is constantly improved considering Applicant
feedback and needs.
5
4 TARGET USERS
User What they can do on the platform
The Applicant  Set their initial password.
 Undergo RPL Onboarding
 Complete their Enrolment Form and upload 100-pt ID files
 Through a Dashboard (called “Home” for this view):
See all their enrolled Qualifications, tasks, messages.
 Choose their Elective Units
 Upload Evidences for their Elective and Core Units
 Fill up Self-Assessment notes for each Unit
 Submit Evidences to Account Manager
 Communicate with Account Manager through Messaging
 Manage his/her evidences through Evidence Library
 View their profile information. Change their password.
Send request to change their personal info.
The Account
Manager
(Facilitator)
 Set their initial password
 Through a dashboard: view their tasks and overview of
their applicants, new messages, newly received evidences
for review.
 See all their applicants from an Applicants page. Sort,
search, filter all their applicants through various controls.
 View individual applicant’s page where their info, selected
units, evidences, and self-assessment notes are found.
 Leave notes/feedback for applicants for each Unit.
 Approve each Unit if evidences are Satisfactory. Tag as
Satisfactory if not, Not yet Satisfactory.
 Can message any user in the platform.
 Review all evidences in bulk through Evidences page.
 View and execute applicant’s request to change Personal
Info.
 Can view other profiles and matrixes for Applicant,
Assessor, and RTO.
 View their profile information. Change their password.
Send request to change their personal info.
6
The Assessor  Set their initial password.
 Fill up their Assessor Profile & Matrix, upload 100-pt ID
files.
 View RPL Online Onboarding for Assessor (how to use
platform).
 Through a dashboard: view their tasks and overview of
applicant portfolios assigned to them, view new messages.
 Approve Submitted evidences for each unit and tag as
Competent. If not competent, tag as “not yet competent”.
 Send feedback on each unit through Notes to Account
Manager.
 Can message only the Account Manager using the
messaging system.
 Can view other profiles for Applicant, Account manager
and RTO
 View their profile information. Change their password.
Send request to change their personal info.
The Registered
Training
Organization
(RTO)
 Set their initial password.
 Can fill up the RTO info
 Through a dashboard: view their tasks and overview of
applicant portfolios assigned to them, view new messages.
 Review submitted portfolios (that are already assessed
and passed by the Assessor)
 Ability to choose if portfolio if competent, or not
competent.
 Send feedback using “Notes” to Account Manager
regarding each unit, or the whole qualification.
 Can message only the Account Manager using the
messaging system.
 Can view other profiles and matrixes for Applicant,
Account manager and Assessor
 View their profile information. Change their password.
Send request to change their personal info.
7
Supervisor  Set their initial password
 Assigns Account Manager, Assessor, RTO
 Can create facilitator/account manager, assessor or RTO
account.
 Through a dashboard: view their tasks and overview of
platform requests (change profile requests, verification of
Assessor Matrixes requests), view and write new
messages.
 Login as any other account and have rights to view and
modify contents in that account.
 Verify Assessor Matrixes.
 Can message any user using the messaging system
 View and execute any user’s request to change Personal
Info.
 Can manually reset password for Account Manager,
Assessor, or RTO.
 Can change their own Personal info.
 Can send promos, announcements to all users using
messaging.
Super Admin  Can creates any type of account
 Can suspend or delete any type of account
 Can delegate rights
 Can place the platform in Maintenance mode
 Can manually reset password for any user.
 Can change their own Personal info.
 Can message any user in the system.
 Can send promos, announcements to all users using
messaging.
 Can do anything the Applicant, Account Manager,
Assessor, RTO, or Manager can do on the platform.
8
4.1 FEATURES AND BENEFITS
Features of the platform Benefits of feature
Multi-level user log in
Log in, rights and UI depending on
specific user types.
User experience
Different log ins would give each user
sufficient rights and specific UI that would
help them focus on what they need to do.
Modular
Elements are card-based which can be
easily activated or deactivated based on
rights assigned. These cards/modules
can also be re-used between user logins
and can be improved individually in the
future.
Iteration and enhancements-ready
The modular nature of the platform would
allow Product Management to improve on
individual elements without redoing the
whole platform every time. Big
opportunity to add Marketing upsell
widgets and billing function in the
future.
Fully self-service unit evidences
management
Users can now choose their elective
units and upload evidences in one,
intuitive cloud-based platform.
Statuses are also real-time, and
Account Managers are now a message
away.
Power to the people
GQA customers can now manage their own
evidences, read about their qualifications,
know their Qualification’s status, know what
is still lacking, etc. This gives the business
more flexibility in terms of staffing, more
manageable customer service, lesser status
enquiries via calls or emails.
One platform for Applicant and GQA
communication
The messaging center allows for one
communication hub between applicants
and their account manager, between
internal GQA users.
Notifications are regularly sent for user
account changes, quals updates, unit
updates, messages, system notices,
etc.
Can also send Promotion messages to
be sent to all users.
No more lost emails or conversations
A single communication hub would lessen
missing emails or unreceived messages.
Every message is logged and history of
conversations are kept for future reference.
Marketing and sales promotions can also be
sent to all users.
Opportunity to add social messaging
between applicants in the future.
Applicants can exchange tips, advice,
and possibly give way to referrals.
Also, mass messaging
Large-capacity storage
Each user is allotted 20gb space for all
his/her evidences and files.
After 6 months, all files are archived.
One place to store and get everything
The single repository helps Account
Managers retrieve all evidences from one
place. There would be no need to open
other paid online storage accounts.
9
Upload any document file format
from any device or from the
Evidence library
User can upload either from their
desktop, from their mobile device, or
from their Evidence Library.
Easy evidence completion
The flexibility of evidence uploading will cut
time for Applicants to prepare their
evidences. No need for video or audio
manual video conversions, no need to scan
as they can use their phone to take pictures
of their documents.
Help section, and Website feedback
form
Users will have FAQs available any time,
as well as leave website feedback easily
using the help sticky tag.
Constant improvement
Feedback collected will be used for
conceptualization of future enhancements
and iterations of the platform.
4.2 METRICS AND TAGGING
4.2.1 KEY PERFORMANCE INDICATORS (KPI)
Google Tags are required to measure the following Key Performance Indicators (KPIs).
Ability to break down data based on Device (desktop, mobile, tablet), and per USER should
be available.
1. Number of accounts registered per user group
2. Sessions
 Total
 New
 Returning
3. Bounce Rate
4. User Return Rate
5. Average page view
6. Time on site
7. Top exit pages
8. Conversion Goals - users who started on unit/qualification versus those who
completed. Blank statuses on unit/qualification is not counted as a start.
 Unit submission (need funnel break down)
 Unit (Core, Elective) completion
 Qualification completion
9. Success rates:
 Elective Units Selection Success (all Elective units)
 Evidence upload success rate
 Messaging success rate
 Login success rate
10
4.2.2 SUCCESS CRITERIA FOR THE PLATFORM
Returning sessions should be more than new sessions. This means the platform has
been effective in its goal to provide a user-friendly, self-service tool for Applicants
and GQ users.
Time Span for Success
Measurement
4 weeks after launch
Applicant User Acceptance 70% or more will continue to use
Account Manager User Acceptance 70% or more will continue to use
Assessor and RTO User Acceptance 50% or more will continue to use
Bounce Rate Lesser than 40%
Time on site 2 minutes or more in average
Unit submission rate 30% or more
Unit completion rate 10% or more
Customer feedback 30% or more positive
5 PRODUCT TECHNOLOGY
Product Scope Details
Platform Dependencies /
Components
Qualifications Platform integration (data sync back
for Qualifications, RTOs, Assessors)
Salesforce integration
Pardot integration
Storage services
Adobe Sign for PDF signatures
API to enable upload from third-party storages
(Dropbox, Google Drive, One Drive, etc).
Device types covered
(responsive, non-native)
Desktop
Mobile
Tablet
Operating Systems Windows
Macintosh
iOS
Android
11
Browsers Chrome
Safari
Firefox
International Explorer
Android Browser
Blackberry
Opera
NetFront
12
SALESFORCE CRM
New Qualification
Portfolio is created
for Applicant
ONLINE RPL PLATFORM
Supervisor
Assigns Portfolio
to Account
Manager
Account
Manager
welcomes
Applicant, briefs
about process
Applicant Selects
Elective Units
Applicant Uploads
Evidences and fills
Self-assessment
Notes
Account
Manager reviews
evidences
Assessor
Reviews
Evidences
Competency
Conversation
needed
Gap Training
needed
RTO Reviews
Applicant
Portfolio
Other
requirements
needed
All requirements
met (competent
All requirements
met (satisfactory)
All requirements
met (competent
6 OVERALL RPL PROCESS
13
7 MAJOR SECTIONS
The Online RPL is a website and thus can be divided into sections depending on their
importance to the user journey:
7.1 CORE
 Login
 Online Enrolment
 RPL Overview / Dashboard
 Qualification Detail Pages
 Core Units pages
 Elective Units pages
 Evidence Library
 Message Center
7.2 NON-CORE / SUPPORT SECTIONS
 RPL Onboarding
 My Profile
 Help
 Email Templates
8 SECTION PAGES CONCEPT DESIGNS
8.1 LOGIN SCREEN
14
8.2 DASHBOARD
8.2.1 APPLICANT
8.2.2 ACCOUNT MANAGER
15
8.3 QUALIFICATIONS SECTION
8.3.1 QUALIFICATIONS INFO
8.3.2 ELECTIVE UNITS SELECTION
16
8.3.3 CORE UNITS UPLOAD
17
8.4 EVIDENCE LIBRARY
8.5 MESSAGING CENTER (DRAFT)
18
9 PRODUCT ROADMAP
9.1 HIGH LEVEL STRATEGY ROADMAP
9.2 FIRST STRATEGY MILESTONE: ONLINE RPL MVP (SOFT LAUNCH)
As this is a high impact product that directly contributes to lead conversion, an MVP is
targeted for launch on March 6, 2017.
Detailed roadmap for release below:
9.2.1 MVP IMPORTANT DATES
Release Phase Date
Development 12/19/2016 — 02/22/2017
User Acceptance Testing 02/23/2017 — 02/24/2017
Development Round 2 (Bug Fixing) 02/24/2017 — 02/27/2017
Sales and Support training 03/01/2017 — 03/03/2017
Soft Launch Public Release 03/06/2017
Development Retrospect 03/07/2017 — 03/07/2017

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Online RPL Product Requirements Documentation

  • 1. 1 ONLINE RPL PRODUCT REQUIREMENTS DOCUMENTATION PREPARED BY: MARY ELEANOR HIZON VERSION 1.1 FEBRUARY 14, 2017
  • 2. 2 TABLE OF CONTENTS 1 Product Overview............................................................................................ 3 2 Business Objectives/Goals ............................................................................... 3 3 Competitors.................................................................................................... 3 3.1 OpenSpace .................................................................................................................................3 3.2 Online RPL Unique SellingPoints (USP).........................................................................................4 4 Target Users.................................................................................................... 5 4.1 Features and Benefits..................................................................................................................8 4.2 Metrics and Tagging....................................................................................................................9 4.2.1 Key Performance Indicators (KPI)................................................................................... 9 4.2.2 Success Criteria for the platform...................................................................................10 5 Product Technology ....................................................................................... 10 6 Overall RPL Process....................................................................................... 12 7 Major Sections .............................................................................................. 13 7.1 Core.........................................................................................................................................13 7.2 Non-core / Support Sections......................................................................................................13 8 Section Pages Concept Designs ...................................................................... 13 8.1 Login Screen .............................................................................................................................13 8.2 Dashboard................................................................................................................................14 8.2.1 Applicant....................................................................................................................14 8.2.2 Account Manager........................................................................................................14 8.3 Qualifications Section................................................................................................................15 8.3.1 Qualifications Info .......................................................................................................15 8.3.2 Elective Units Selection ................................................................................................15 8.3.3 Core UnitsUpload .......................................................................................................16 8.4 Evidence Library........................................................................................................................17 8.5 Messaging Center (draft) ...........................................................................................................17 9 Product Roadmap.......................................................................................... 18 9.1 High Level Strategy Roadmap.....................................................................................................18 9.2 First Strategy Milestone: Online RPL MVP (Soft Launch)..............................................................18 9.2.1 MVP Important Dates..................................................................................................18
  • 3. 3 1 PRODUCT OVERVIEW Online RPL is GQA’s innovative solution to the challenges faced by RPL Applicants, Account Managers, Assessors, and RTOs during the RPL/Skills Recognition process. This new platform is a website that enables Applicants to upload and share evidences through a user-friendly, frictionless, cloud-based, self-service system. Online RPL will also provide a single platform for Account Managers, Assessors and RTOs to review and decide on Applicant’s evidences. 2 BUSINESS OBJECTIVES/GOALS This project has 3 main business objectives: 1. Provide GQ RPL Applicants a cloud-based solution to complete their RPL journey – As a business that provides Skills Recognition service to RPL Applicants, the business aims to provide a first-in-class, user-friendly solution to its customers by utilizing the cloud and the latest technology available for multiple devices: desktop, mobile and tablets. 2. Provide GQ RPL Account Managers a cloud-based solution to facilitate successful RPL for Applicants – As a business providing Skills Recognition service to professionals seeking qualifications without classroom study, the Account Managers are the Applicant’s main contact and facilitates the RPL Journey. They also liaise with Assessors and RTOs on behalf of the Applicant, making them most productive if working from a centralized, cloud-based platform. 3. Provide GQ Partner Assessors and RTOs a cloud-based solution to review evidences from RPL Applicants – The business provides nationally-recognized qualifications, and with such would need professional Assessors and accredited RTOs to review and grant the qualification. These stakeholders would benefit from a cloud-based platform where they can log in and review assigned Applicant portfolios. 3 COMPETITORS Currently, there are no competitors having the same technology, hence placing GQA as the innovative leader in RPL solutions. 3.1 OPENSPACE The closest platform to Online RPL is Open College’s OpenSpace, https://learning.opencolleges.edu.au/ . OpenSpace is Open College’s online campus which gives students access to online learning materials, assignments, as well as connect with their professors and classmates regardless of their location.
  • 4. 4 In the same way that OpenSpace provides an online means for Students to study their online courses, Online RPL has the following USPs to support Get Qualified Australia’s lead acquisition and sales: 3.2 ONLINE RPL UNIQUE SELLING POINTS (USP) 1. Online RPL is purely cloud-based and is compatible with the latest desktop, mobile and tablet resolutions. You can start uploading evidences regardless of your location. 2. Online RPL gives the Applicant up to 180 days to complete their RPL journey, giving users control over their time and schedule 3. Online RPL provides transparency to the Applicant by showing status of each unit and for the qualification 4. Online RPL gives the Applicant all the materials and information needed to provide the right evidence 5. Online RPL has a messaging center to keep the Applicant and the Account Manager in constant contact. 6. Online RPL has its own files repository system that the Applicant can use to store evidences. 7. Online RPL is a platform that is constantly improved considering Applicant feedback and needs.
  • 5. 5 4 TARGET USERS User What they can do on the platform The Applicant  Set their initial password.  Undergo RPL Onboarding  Complete their Enrolment Form and upload 100-pt ID files  Through a Dashboard (called “Home” for this view): See all their enrolled Qualifications, tasks, messages.  Choose their Elective Units  Upload Evidences for their Elective and Core Units  Fill up Self-Assessment notes for each Unit  Submit Evidences to Account Manager  Communicate with Account Manager through Messaging  Manage his/her evidences through Evidence Library  View their profile information. Change their password. Send request to change their personal info. The Account Manager (Facilitator)  Set their initial password  Through a dashboard: view their tasks and overview of their applicants, new messages, newly received evidences for review.  See all their applicants from an Applicants page. Sort, search, filter all their applicants through various controls.  View individual applicant’s page where their info, selected units, evidences, and self-assessment notes are found.  Leave notes/feedback for applicants for each Unit.  Approve each Unit if evidences are Satisfactory. Tag as Satisfactory if not, Not yet Satisfactory.  Can message any user in the platform.  Review all evidences in bulk through Evidences page.  View and execute applicant’s request to change Personal Info.  Can view other profiles and matrixes for Applicant, Assessor, and RTO.  View their profile information. Change their password. Send request to change their personal info.
  • 6. 6 The Assessor  Set their initial password.  Fill up their Assessor Profile & Matrix, upload 100-pt ID files.  View RPL Online Onboarding for Assessor (how to use platform).  Through a dashboard: view their tasks and overview of applicant portfolios assigned to them, view new messages.  Approve Submitted evidences for each unit and tag as Competent. If not competent, tag as “not yet competent”.  Send feedback on each unit through Notes to Account Manager.  Can message only the Account Manager using the messaging system.  Can view other profiles for Applicant, Account manager and RTO  View their profile information. Change their password. Send request to change their personal info. The Registered Training Organization (RTO)  Set their initial password.  Can fill up the RTO info  Through a dashboard: view their tasks and overview of applicant portfolios assigned to them, view new messages.  Review submitted portfolios (that are already assessed and passed by the Assessor)  Ability to choose if portfolio if competent, or not competent.  Send feedback using “Notes” to Account Manager regarding each unit, or the whole qualification.  Can message only the Account Manager using the messaging system.  Can view other profiles and matrixes for Applicant, Account manager and Assessor  View their profile information. Change their password. Send request to change their personal info.
  • 7. 7 Supervisor  Set their initial password  Assigns Account Manager, Assessor, RTO  Can create facilitator/account manager, assessor or RTO account.  Through a dashboard: view their tasks and overview of platform requests (change profile requests, verification of Assessor Matrixes requests), view and write new messages.  Login as any other account and have rights to view and modify contents in that account.  Verify Assessor Matrixes.  Can message any user using the messaging system  View and execute any user’s request to change Personal Info.  Can manually reset password for Account Manager, Assessor, or RTO.  Can change their own Personal info.  Can send promos, announcements to all users using messaging. Super Admin  Can creates any type of account  Can suspend or delete any type of account  Can delegate rights  Can place the platform in Maintenance mode  Can manually reset password for any user.  Can change their own Personal info.  Can message any user in the system.  Can send promos, announcements to all users using messaging.  Can do anything the Applicant, Account Manager, Assessor, RTO, or Manager can do on the platform.
  • 8. 8 4.1 FEATURES AND BENEFITS Features of the platform Benefits of feature Multi-level user log in Log in, rights and UI depending on specific user types. User experience Different log ins would give each user sufficient rights and specific UI that would help them focus on what they need to do. Modular Elements are card-based which can be easily activated or deactivated based on rights assigned. These cards/modules can also be re-used between user logins and can be improved individually in the future. Iteration and enhancements-ready The modular nature of the platform would allow Product Management to improve on individual elements without redoing the whole platform every time. Big opportunity to add Marketing upsell widgets and billing function in the future. Fully self-service unit evidences management Users can now choose their elective units and upload evidences in one, intuitive cloud-based platform. Statuses are also real-time, and Account Managers are now a message away. Power to the people GQA customers can now manage their own evidences, read about their qualifications, know their Qualification’s status, know what is still lacking, etc. This gives the business more flexibility in terms of staffing, more manageable customer service, lesser status enquiries via calls or emails. One platform for Applicant and GQA communication The messaging center allows for one communication hub between applicants and their account manager, between internal GQA users. Notifications are regularly sent for user account changes, quals updates, unit updates, messages, system notices, etc. Can also send Promotion messages to be sent to all users. No more lost emails or conversations A single communication hub would lessen missing emails or unreceived messages. Every message is logged and history of conversations are kept for future reference. Marketing and sales promotions can also be sent to all users. Opportunity to add social messaging between applicants in the future. Applicants can exchange tips, advice, and possibly give way to referrals. Also, mass messaging Large-capacity storage Each user is allotted 20gb space for all his/her evidences and files. After 6 months, all files are archived. One place to store and get everything The single repository helps Account Managers retrieve all evidences from one place. There would be no need to open other paid online storage accounts.
  • 9. 9 Upload any document file format from any device or from the Evidence library User can upload either from their desktop, from their mobile device, or from their Evidence Library. Easy evidence completion The flexibility of evidence uploading will cut time for Applicants to prepare their evidences. No need for video or audio manual video conversions, no need to scan as they can use their phone to take pictures of their documents. Help section, and Website feedback form Users will have FAQs available any time, as well as leave website feedback easily using the help sticky tag. Constant improvement Feedback collected will be used for conceptualization of future enhancements and iterations of the platform. 4.2 METRICS AND TAGGING 4.2.1 KEY PERFORMANCE INDICATORS (KPI) Google Tags are required to measure the following Key Performance Indicators (KPIs). Ability to break down data based on Device (desktop, mobile, tablet), and per USER should be available. 1. Number of accounts registered per user group 2. Sessions  Total  New  Returning 3. Bounce Rate 4. User Return Rate 5. Average page view 6. Time on site 7. Top exit pages 8. Conversion Goals - users who started on unit/qualification versus those who completed. Blank statuses on unit/qualification is not counted as a start.  Unit submission (need funnel break down)  Unit (Core, Elective) completion  Qualification completion 9. Success rates:  Elective Units Selection Success (all Elective units)  Evidence upload success rate  Messaging success rate  Login success rate
  • 10. 10 4.2.2 SUCCESS CRITERIA FOR THE PLATFORM Returning sessions should be more than new sessions. This means the platform has been effective in its goal to provide a user-friendly, self-service tool for Applicants and GQ users. Time Span for Success Measurement 4 weeks after launch Applicant User Acceptance 70% or more will continue to use Account Manager User Acceptance 70% or more will continue to use Assessor and RTO User Acceptance 50% or more will continue to use Bounce Rate Lesser than 40% Time on site 2 minutes or more in average Unit submission rate 30% or more Unit completion rate 10% or more Customer feedback 30% or more positive 5 PRODUCT TECHNOLOGY Product Scope Details Platform Dependencies / Components Qualifications Platform integration (data sync back for Qualifications, RTOs, Assessors) Salesforce integration Pardot integration Storage services Adobe Sign for PDF signatures API to enable upload from third-party storages (Dropbox, Google Drive, One Drive, etc). Device types covered (responsive, non-native) Desktop Mobile Tablet Operating Systems Windows Macintosh iOS Android
  • 12. 12 SALESFORCE CRM New Qualification Portfolio is created for Applicant ONLINE RPL PLATFORM Supervisor Assigns Portfolio to Account Manager Account Manager welcomes Applicant, briefs about process Applicant Selects Elective Units Applicant Uploads Evidences and fills Self-assessment Notes Account Manager reviews evidences Assessor Reviews Evidences Competency Conversation needed Gap Training needed RTO Reviews Applicant Portfolio Other requirements needed All requirements met (competent All requirements met (satisfactory) All requirements met (competent 6 OVERALL RPL PROCESS
  • 13. 13 7 MAJOR SECTIONS The Online RPL is a website and thus can be divided into sections depending on their importance to the user journey: 7.1 CORE  Login  Online Enrolment  RPL Overview / Dashboard  Qualification Detail Pages  Core Units pages  Elective Units pages  Evidence Library  Message Center 7.2 NON-CORE / SUPPORT SECTIONS  RPL Onboarding  My Profile  Help  Email Templates 8 SECTION PAGES CONCEPT DESIGNS 8.1 LOGIN SCREEN
  • 15. 15 8.3 QUALIFICATIONS SECTION 8.3.1 QUALIFICATIONS INFO 8.3.2 ELECTIVE UNITS SELECTION
  • 17. 17 8.4 EVIDENCE LIBRARY 8.5 MESSAGING CENTER (DRAFT)
  • 18. 18 9 PRODUCT ROADMAP 9.1 HIGH LEVEL STRATEGY ROADMAP 9.2 FIRST STRATEGY MILESTONE: ONLINE RPL MVP (SOFT LAUNCH) As this is a high impact product that directly contributes to lead conversion, an MVP is targeted for launch on March 6, 2017. Detailed roadmap for release below: 9.2.1 MVP IMPORTANT DATES Release Phase Date Development 12/19/2016 — 02/22/2017 User Acceptance Testing 02/23/2017 — 02/24/2017 Development Round 2 (Bug Fixing) 02/24/2017 — 02/27/2017 Sales and Support training 03/01/2017 — 03/03/2017 Soft Launch Public Release 03/06/2017 Development Retrospect 03/07/2017 — 03/07/2017