Meeting notes

Meeting w/ Kyler, Brant, Jordan, Chase – 13.06.22

Design comments:
4 Tabs: Connect, Engage, Learn, Partner

Connect
Dropdown list for each of the groups – CRO, CRI, …
User could connect with each other inside the groups
LinkedIn, Email, personal information about the user should be available there
Bank profiles – list of members (map)
Connect board (Messaging board) by group

Engage
Details for each of those groups: Impersonal Programs, Past Programs, Zoom recordings, Surveys, BankTank, Background page for a Partnership with a group called FinMay,..
? To pick and post posts from the LinkedIn profile – post to be available in the Page (need to be checked)

Learn
Inside ecosystem where consultant law firms & partners – create there a account, post additional stuff – Blog

Partner
Highlight fin techs, or people/partners who want to pay & be highlighted on the site, recurring revenue model
Blog, make posts

Dashboard
New posts from all 4 tabs should be highlighted there
Dynamic picture or video
Rotating banner with recent posts, updates

Basic style changes:
Color – Change the color scheme to Royal Blue

+ Login – create the account for consultants

Meeting w/ Kyler, Brant, Jordan, Chase – 22.07.22 (after design updates)

Design comments https://www.figma.com/file/ZlnITGjKxDzFnHoPQbnU65/mbca?node-id=1401%3A1257 :

• Bank profiles fields – Name(hyperlink), Location, Website

• Engage – Schedule of MBCA Programs (examples –
  https://www.uschamber.com/events and https://curinos.com/insights/)
  Engage tabs – Upcoming Programs, Past Programs, Surveys, Zoom Recordings, Presentations

• Combine Learn + Partner – same purpose (content posting from Partners, Consultants, highlighting Partners)

Meeting w/ Kyler, Brant, Jordan – 10.08.22

Dashboard

Hero Banner (make it shorter on the design)
Latest Insights* (Blog – add header)
Upcoming Engagements** (needed Design)

*Blog – is it possible to highlight automatically posts from specific Partner? (for example – this week are for Partner1 posts & we automatically hightlight all of posts from this author on the Dashboard page + ability to mix partners one week – Partner1+Partner2)

**Upcoming Events – automatically updated each week (parameter could be changed) from the Engagements page

+ Add automatic rotate for Blog & Events

Connect

• Users – Make sure that User contact info is only showing for certain assigned group

• Message board – add Subject field for messages

Engage

• Upcoming Engagements (design needed)

• Surveys (Check SurveyMonkey API)

• Materials
  *Hide all other sub-tabs from menu

Learn & Partners

• Add ability so search by author / keyword

• Make another type of posts – Article + Announcement*
  *Announcement – Name, Description, Image (not obligatory), HyperLink to another page