slide deck from Stepehen Stanley, presenting his wonderfully curated highlights of the recent Spring 24 Salesforce release. This was presented to the virtual meeting of the SFWelly Salesforce wellington trailblazer community group.
This presentation encapsulates an in-depth exploration of user research and the creation of an innovative financial dashboard for Vector Consulting. I embarked on a journey to meticulously understand the needs, preferences, and pain points of users within the financial domain. Through comprehensive user research, I unearthed valuable insights that served as the foundation for designing a cutting-edge financial dashboard.
slide deck from Stepehen Stanley, presenting his wonderfully curated highlights of the recent Spring 24 Salesforce release. This was presented to the virtual meeting of the SFWelly Salesforce wellington trailblazer community group.
This presentation encapsulates an in-depth exploration of user research and the creation of an innovative financial dashboard for Vector Consulting. I embarked on a journey to meticulously understand the needs, preferences, and pain points of users within the financial domain. Through comprehensive user research, I unearthed valuable insights that served as the foundation for designing a cutting-edge financial dashboard.
Design Implementation Proposal
Design Implementation Proposal
***Some of the Material in this paper has been repurposed from IT with Professor Stewart and CS455 with Professor Lemaster, and IT251 with Professor Noffsinger ***
CS377-1503-A-01 Software Design
Phase 1 Individual Project
Design Implementation Proposal
Damon Tholson
July 18th, 2015
Design Implementation ProposalFor<Legacy Equipment Corporation>
Version 1.2 approved
Prepared by <Damon Tholson>
<Ethical Company Finder>
<July 21st, 2015,>
Revision History
Name
Date
Reason For Change(s)
Version
Damon Tholson
July 18, 2015
Original Document
1.0
Damon Tholson
July 21, 2015
Phase Two Class Diagram Implementation
1.1
1.2
1.3
1.4
Table of Contents
Revision History 3
1.0 Project description 4
1.1 Use Case Diagram 6
Introduction 6
Use Case Model Actor Description and intended interactive role 6
Relationships between the actors and the use case 7
1.2 Use Cases 9
2.0 Class Diagram 13
3.0 Sequence and Collaboration Diagram 15
4.0 State Transition and Activity Diagram 16
5.0 Follow-Up Discussion on Use of Object-Oriented and Recap of Design Changes 19
References: 20
1.0 Project description
The Ethical Company Finder application will allow the US government to sell otherwise wasted byproducts of the chemical munitions process to companies which operate ethically and set a standard for honest business practices. Thiodiglycol is most commonly used as a common solvent in the paint and coatings industry however, it can also be used for more devious purposes (i.e., the reproduction of mustard gas) and a system is needed to identify industrial companies who will purchase and use the chemical in a safe and ethical manner. Therefore, in order to sell this chemical for a profit, a software service must be developed which will create a “whitelist” (list of allowed, rather than prohibited) companies which meet a given set of conditions set forth by the US government. Companies which meet the minimum criteria, to include such things as good credit, a reputation of honest business practices, and no lawsuits regarding company behavior within the past ten years, will be considered for the whitelist service. Once companies are whitelisted they will be allowed to bid on the chemical with the software service calculating factors such as quantity of selected product, cost and distance of shipping, location of the product destination, the required route for the product to reach the customers destination, and the price the customer is willing to pay to determine which company to sell the product to and how much to sell them.
1.1 Use Case Diagram1.2 Introduction
Within every individual use case there are specified actors and roles which those actors play. In the following paper the names of those actors will be specified and a description of how they interact with the software service will be provided. It should be noted that only current customers are within scope with current customers bei.
Know what there is to know about KWizCom Forms for SharePoint, including:
Enhancing your SharePoint list forms
Adding custom actions with specific forms + logic for your use cases
Going mobile with SharePoint
Based on our experience, we have prepared an overview of what we consider to be the most outstanding of the Salesforce Release Notes for Winter ’22. Check out this presentation to get all the details.
ORACLE FUSION FINANCIAL CLOUD FEATURES - CREATING IMPLEMENTATION USERSIQ Online Training
Learn about the features of oracle fusion Applications and also learn how to create user implementation, assigning roles to the user and searching for the users.
What’s Dynamics 365 Human Resources doing in Microsoft Teams? Microsoft is in prime innovative and adventure mode during which it has tightly integrated one of the desired self- service features between Dynamics 365 Human Resources and Microsoft Teams: the released preview feature of the app contains the self-service activities of Leave and Absence.
The out-of-the-box integration covers at a high level:
• Accessing all your leave balances directly in Teams
• Submitting time-off requests
• Viewing the progress of time-off in real time
Design Implementation Proposal
Design Implementation Proposal
***Some of the Material in this paper has been repurposed from IT with Professor Stewart and CS455 with Professor Lemaster, and IT251 with Professor Noffsinger ***
CS377-1503-A-01 Software Design
Phase 1 Individual Project
Design Implementation Proposal
Damon Tholson
July 18th, 2015
Design Implementation ProposalFor<Legacy Equipment Corporation>
Version 1.2 approved
Prepared by <Damon Tholson>
<Ethical Company Finder>
<July 21st, 2015,>
Revision History
Name
Date
Reason For Change(s)
Version
Damon Tholson
July 18, 2015
Original Document
1.0
Damon Tholson
July 21, 2015
Phase Two Class Diagram Implementation
1.1
1.2
1.3
1.4
Table of Contents
Revision History 3
1.0 Project description 4
1.1 Use Case Diagram 6
Introduction 6
Use Case Model Actor Description and intended interactive role 6
Relationships between the actors and the use case 7
1.2 Use Cases 9
2.0 Class Diagram 13
3.0 Sequence and Collaboration Diagram 15
4.0 State Transition and Activity Diagram 16
5.0 Follow-Up Discussion on Use of Object-Oriented and Recap of Design Changes 19
References: 20
1.0 Project description
The Ethical Company Finder application will allow the US government to sell otherwise wasted byproducts of the chemical munitions process to companies which operate ethically and set a standard for honest business practices. Thiodiglycol is most commonly used as a common solvent in the paint and coatings industry however, it can also be used for more devious purposes (i.e., the reproduction of mustard gas) and a system is needed to identify industrial companies who will purchase and use the chemical in a safe and ethical manner. Therefore, in order to sell this chemical for a profit, a software service must be developed which will create a “whitelist” (list of allowed, rather than prohibited) companies which meet a given set of conditions set forth by the US government. Companies which meet the minimum criteria, to include such things as good credit, a reputation of honest business practices, and no lawsuits regarding company behavior within the past ten years, will be considered for the whitelist service. Once companies are whitelisted they will be allowed to bid on the chemical with the software service calculating factors such as quantity of selected product, cost and distance of shipping, location of the product destination, the required route for the product to reach the customers destination, and the price the customer is willing to pay to determine which company to sell the product to and how much to sell them.
1.1 Use Case Diagram1.2 Introduction
Within every individual use case there are specified actors and roles which those actors play. In the following paper the names of those actors will be specified and a description of how they interact with the software service will be provided. It should be noted that only current customers are within scope with current customers bei.
Know what there is to know about KWizCom Forms for SharePoint, including:
Enhancing your SharePoint list forms
Adding custom actions with specific forms + logic for your use cases
Going mobile with SharePoint
Based on our experience, we have prepared an overview of what we consider to be the most outstanding of the Salesforce Release Notes for Winter ’22. Check out this presentation to get all the details.
ORACLE FUSION FINANCIAL CLOUD FEATURES - CREATING IMPLEMENTATION USERSIQ Online Training
Learn about the features of oracle fusion Applications and also learn how to create user implementation, assigning roles to the user and searching for the users.
What’s Dynamics 365 Human Resources doing in Microsoft Teams? Microsoft is in prime innovative and adventure mode during which it has tightly integrated one of the desired self- service features between Dynamics 365 Human Resources and Microsoft Teams: the released preview feature of the app contains the self-service activities of Leave and Absence.
The out-of-the-box integration covers at a high level:
• Accessing all your leave balances directly in Teams
• Submitting time-off requests
• Viewing the progress of time-off in real time
D365 HRMS - Leave & Absence Automation integration with Microsoft Teams
Spec Doc One Access
1. ONE
USER EXPERIENCE SPECIFICATIONS DOCUMENT
ONEaccess Platform Design
David Cheong
Shravanthi Reddy
Jenny Chen
Maxwell Dubs
UX Designer/Project Manager
UX Designer/Visual Designer
UX Designer/Product Designer
UX Designer/Information Architect
ACCESS
2. 1
Chapter 01
Chapter 02
Chapter 03
Overview
Chapter 04
Chapter 05
Annotated Wireframes
High Fidelity Mockups
Style Guide
Information Architecture
Table of Contents
3. 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
8. 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
1
2
2
3
4
4
3
1
Action: Click
Event card expands into a modal and the icons
on the side gets enlarged on the side
01.00.00
7
Discovery Feed
9. Action: Click
Diffierent event types will drop down
from the “Event Type” tab
Scroll up and down to view all event
types
Action: Click
Filter out events through a specific
timeframe
Event Type
Timeline
2
1
01.01.00
1
2
8
Discovery Feed - Filter Opened
10. 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 filters
Filters apply with excel, share, and
calendar features
Event Type Filters Stored Filters1 2
01.02.00
1
2
9
Discovery Feed - Filter Selected
11. Action: Click
Able to use the filters as default
whenever the user visits the Discovery
page
Stored Filters1
01.03.00
1
10
Discovery Feed - Filter Named
12. The filter is saved and visibily shown
to the user at all times in the
Discovery page
Saved Filter1
01.04.00
1
11
Discovery Feed - Filter Saved
13. List of new events from the fund
manager(s) to be sent to the broker for
approval
Incoming New Requests
Requested By
1
2
Communicates to the user where the
request is coming from
02.00.00
1
2
12
Incoming Requests
14. 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
2
02.01.00
1
3
2
Company to Attend
13
Request Access Modal
15. Action: Click
Send the event to a team member
who may be interested in the event
Share
Share
1
2
02.02.00
1
2
Similar function to section 02.01.00
14
Share Event Modal
16. Action: Click
User is able to view who is attending
the event and the user specific list of
actions.
Event Information1
02.03.00
1
2
15
Event Details Modal
17. Communicates to the user
immediatley how many more seats
need to be allocated
Seats Allocated
Event Cards
1
2
Action: Click
Event card expands to a modal
Refer to section 03.01.00
03.00.00
1
2
16
Seats to Allocate
18. Action: Click on box
Stores in updated information and
status after seat/meeting type has
been allocated
Refer to section 03.02.00
Action: Click on calendars and time
tabs
User changes the time and date of the
meeting
Refer 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
1 3
4
5
4.1
4
5
5
3
2
Action: Click
Statuses drops down from the tab
and the user chooses the new
meeting type
Refer to section 03.02.00
03.01.00
1
2
17
Allocate Seats Modal
19. Attendees
Description: Refer to section 03.01.00 Description: Refer to section 03.01.00
Edit Allocation
1
2
3
Description: Refer to section 03.01.00
03.02.00
1
2
3
4
Date/Time
Description: Refer to section 03.01.00
Location4
18
Allocate Seats Modal - Selected Team Member
20. Action: Click
User is able to view events on a
specific day
Filter events by Day1
2
Refer to section 03.01.00
04.01.00
1
2
Event Cards
19
Calendar - Day View
21. Action: Click
User is directed to allocated modal in
reference to the event that they
clicked on the calendar
Filter events by Day1
Refer to section 03.01.00
04.02.00
1
20
Calendar - Week View
22. All upcoming events that has already
been allocated
Action: Click
Ability to view all upcoming events by
day-week-month
Event Inventory1
2
Similar to “Agenda” within “Firm
Calendar” in the current Oneaccess
website but organized by event
cards in a list view
04.00.00
1
2
Card View
3
3 Timeline Filter
Reference to 04.03.00
21
Calendar - Month View
24. Similar to the existing interaction page
Moved the “cancel” and “save” button
to bottom
Removed “Add another interaction”
1 2
Action: 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
1
Add New AttendeesCreate Interaction
2
Refer to section 04.05.00
23
Create New Interaction Modal
25. Organizes all upcoming events in a list
format
Moved “saved” and “cancel” on the
bottom
Card View1
2
Similar to agenda within “Firm
Calendar” in the current Oneaccess
website but organized by event
cards
04.05.00
1
2
Card View
3
3
Save New Interaction
24
Create New Interaction Modal - Add Attendee
26. To Do
Rates
1
2
3
2
Signals the user that this event
has not yet been rated
Event Cards
Action: Click
Opens up a modal to give rating
Refer to section 05.01.00
05.00.00
1
Prioritizes the events that needs
feedback/rating
25
Rate Event Page
27. Rate Upload File1 2
2
Action: Click
User is able to upload any documentation
to reinforce their feedback
05.01.00
1
Action: Click
User chooses how many stars is given
for a particular event determined by
service & satisfaction of the sales team
(broker)
26
Rate Event Modal
28. 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 Interval1
2
Surfaced the view option to the
surface compared to the drop down
in the current Oneaccess
05.02.00
1 2
View By
3
3
User
27
Resource Summary Page
29. 1
2
06.00.00
1 2 3
3
4
4
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
30. Custom Calibration
Export to Excel
1
2
06.01.00
2
1
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
29
Weighting - Customization
31. 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
1
2
4
4
3
2
Action: Click
User fills in new contact information here
Refer 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
1
3
30
Broker Coverage
32. Contact Information
Active or Inactive
1
2
2
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
1
User fills in new sales contact
information
31
Broker Coverage - Adding Contacts
33. Request Access Modal1
06.02.00
Action: Click
Warns the user before they request to
all brokers on their list
32
Broker Coverage - Requesting Access to All Brokers Warning
34. Action: Click
Select the sales person and their
contact information auto populates
within the tabs on the right
Sales Contact
Edit Information
1
2
2
Fill in new information and click on edit
06.03.00
1
33
Broker Coverage - Editing Contacts
35. 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 Contacts1
06.04.00
1
34
Broker Coverage - Contacts Count
36. In terms of functionality, this is similar
to the current “Watchlist” on
Oneaccess
Watchlist
My List & Tickers
1
2
Designed two sections for tickers and
lists to communicate to the user what
they have saved in an organized
format
07.00.00
1
2
35
My Account - Watchlist
37. 2
1
2
1
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
36
My Account - My Interests
