Design developement For Portfolio Management Apps

LearningMate
PORTFOLIO MANAGEMENT

DESIGN DEVELOPMENT

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 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.


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.


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.


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



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



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



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..


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


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


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


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


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


Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE )

LOGIN PORTFOLIO


Prototyping & UI Design ( HIGH FIDELITY PROTOTYPE FOR IPHONE )

CASE STUDY COMMENT


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??


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?


Thank You

ABHILASH MISHRA
Mobile - 9550484067, Portfolio : www.abhilashmishra.in
If You Want To Have Something You Never “ HAD” .. Do Something You Never “DID”


Design developement For Portfolio Management Apps

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