MBCA – Project Passport

Project Name / Client

MBCA / RiefMedia

Phase

IN DEVELOPMENT

Scope

Redesign – Web portal for member’s banks

Tech Stack

WP

Initial Estimate

396 – 516h

Project’s Start Date

May 2022

Target release

Fall 2022

Time Tracking Tool

TimeDoctor – “Rief Media: MBCA” + Toogl (for freelance dev – Tanya)

Invoicing Type

SOW for RiefMedia – end of each month

🤝Team

PM

Sophia Bilyk

Designer

Taras Voloshyn

Developer

Tetiana Tkachuk (freelance) + Artem Simonchuk (consulting)

QA

Filipp Antonov

(синяя звезда) Description

Issue overview:

The Midsize Bank Coalition of America (MBCA) has a longstanding public facing website https://midsizebanks.com/, but that website lacks a member only portal. Thus, the 1500+ senior officers of MBCA’s 101 member banks lack a secure, confidential repository of confidential documents and videos that they can access on a self-service basis.  Instead, they send hundreds of emails each week to the MBCA’s Executive Director asking questions and requesting documents or links to video recordings of MBCA meetings – these questions and requests could be more efficiently handled on a largely self-service, member-only portal.

Scope of work:

Redesign of the previously developed by us member-only portal (Initial requirements). Main point of it to make design more dynamic and desired for partners (not members-only)- additional functionality, which should be on the developed on the portal – it’s ability to register and posting content for Partners + Consultant Law firms.
In the future – make additional traffic to sell advertisements on the portal.

References:

Design

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

Stage dev

https://mbca-portal.wpxnew.riefmedia.com

Stage admin

https://mbca-portal.wpxnew.riefmedia.com/wp-login.php
mbcaportal@gmail.com
K!V@^#CgqpdIW^jI4w!UcyH*

FTP

IP: 138.68.211.79
user: mbcaportftp
pass: jMbz92_0wUvdxPuk

Database

DB name: mbcaportdb
DB user: mbcaportdbu
DB pass: 1qT7#ud0Okzr6^55

Plesk control Panel

URL: https://wpxnew.riefmedia.com:8443
user: mbca-portal
pass: sgE1z5*8Tzqp69$1

(синяя звезда) Milestones

(No requirements/deadlines from the client’s side, just initial plans)

(синяя звезда) Requirements / functionality

Page

Element/Subpage

Functionality

Notes

Menu

Connect

Subtabs: Users, Bank profiles, Message board

 

Engage

Schedule of MBCA Programs (examples — 
https://www.uschamber.com/events and https://curinos.com/insights/)

Learn + Partner

Work product from MBCA Partners (may not be available right away) –
this will include "white papers", studies, benchmarking, etc

Profiles of MBCA Partners & their solutions (may not be available right away)

Pages – Spotlight, Network

Search bar

Searching for all posts/materials by keywords (names, author)

Notifications

Notifications for actions from users within a group/s

Personal settings

Basic user settings + Changing password + Notifications settings

Dashboard

Branding banner 

Editable, ability to change text, picture, button text + link from admin panel

Rotating posts

Last added posts from Learn, Partner, Engage 
Additional ability to highlight the post from the admin panel

Connect

Users

List of all users + information & contacts
Filter by group

User should see full information about other users which are in the groups available for this user;
User which are not a part of the groups – only Name,Surname + Position

Bank profiles

List of banks + information & contacts

Message board

Ability to communicate with users, who are in same group/s as user
Write a message and select group/s where user wants to post it
Like option
Answering/commenting the message

Engage

Learn + Partner

Inside ecosystem where consultant law firms & partners could create there an account, post articles as a blog (available only with admin’s sign off)

+ Highlight fin techs, people/partners who want to pay & be highlighted on the site
Filtering options by date, author, group

Partners would be the part of separate group

(вопрос) Open Questions

Question

Answer

Answered by

Date Answered

List of MBCA Resource Groups

  1. Chief Executive Officers

  2. Chief Financial Officers

  3. CxOs (Presidents, Chief Operating / Operations / Administrative Officers)

  4. Chief Risk Officers

  5. General Counsels

  6. Chief Information Officers

  7. Chief Human Resource Officers

  8. Chief Credit Officers

  9. Chief Internal Audit Executives

  10. BSA Officers

  11. Chief Information Security Officers

  12. ERM/ORM Leaders

  13. Chief Compliance Officers

Kyler

Searched field:

  • Languages

  • Symbols & Numbers

  • Max amount of symbols

  • Only English

  • Yes, allowed

  • Standard, no specifics

Sophia

User fields (Name/Surname):

  • Symbols

  • Max amount of symbols

  • Yes, allowed

  • Standard, no specifics

Sophia

Phone/email validation

  • Phone would not be validated, should be entered with specific US phone code “+1”

  • Email – validation by white list of user email domains
    Register process (Email white list validation – User cases):
    If email domain, which user tries to register with
    1. is not in the list added by admin (in WP)
    2. Warning message appears
    2a. User can change the email address
    2b. Move forward with the entered email address
    3. Admin should confirm user’s registration, no matter if the email is white listed or not

Sophia

User picture:

  • Format

  • Max/min size (pixels)

  • Max file weight

  • JPG, PNG

  • Standard, no specifics

  • Standard, no specifics

Sophia

🆘 Change Requests

Name

Date Requested

Estimate

Status

IN PROGRESS DONE

DECLINED

(warning) Out of Scope

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