🤝Team
|
PM |
Sophia Bilyk |
|---|---|
|
Designer |
Taras Voloshyn |
|
Developer |
Tetiana Tkachuk (freelance) + Artem Simonchuk (consulting) |
|
QA |
Filipp Antonov |
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:
🔗Accesses & Useful links
|
Design |
https://www.figma.com/file/ZlnITGjKxDzFnHoPQbnU65/mbca?node-id=1401%3A1257 |
|---|---|
|
Stage dev |
|
|
Stage admin |
https://mbca-portal.wpxnew.riefmedia.com/wp-login.php |
|
FTP |
IP: 138.68.211.79 |
|
Database |
DB name: mbcaportdb |
|
Plesk control Panel |
URL: https://wpxnew.riefmedia.com:8443 |
Milestones
(No requirements/deadlines from the client’s side, just initial plans)
Requirements / functionality
|
Page |
Element/Subpage |
Functionality |
Notes |
|---|---|---|---|
|
Menu |
|||
|
Connect |
Subtabs: Users, Bank profiles, Message board |
|
|
|
Engage |
Schedule of MBCA Programs (examples — |
||
|
Learn + Partner |
Work product from MBCA Partners (may not be available right away) – 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 |
||
|
Connect |
|||
|
Users |
List of all users + information & contacts |
User should see full information about other users which are in the groups available for this user; |
|
|
Bank profiles |
List of banks + information & contacts |
||
|
Message board |
Ability to communicate with users, who are in same group/s as user |
||
|
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 |
Partners would be the part of separate group |
Open Questions
|
Question |
Answer |
Answered by |
Date Answered |
|---|---|---|---|
|
List of MBCA Resource Groups |
|
Kyler |
|
|
Searched field:
|
|
Sophia |
|
|
User fields (Name/Surname):
|
|
Sophia |
|
|
Phone/email validation |
|
Sophia |
|
|
User picture:
|
|
Sophia |
|
🆘 Change Requests
|
Name |
Date Requested |
Estimate |
Status |
|---|---|---|---|
|
IN PROGRESS DONE |
|||
|
DECLINED |
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