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

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Chapter 01Chapter 02Chapter 03

Overview

Chapter 04Chapter 05

Annotated WireframesHigh Fidelity MockupsStyle Guide

Information Architecture

Table of Contents

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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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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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01.01.00

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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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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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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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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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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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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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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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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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Card View

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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

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2Designed two sections for tickers and lists to communicate to the user what they have saved in an organized format

07.00.00

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My Account - Watchlist

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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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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