TOLOGIX - Infrastructure LawGuide (ILG)

Meeting Summary - Aug. 23, 2017 - P3 wireframes demo

Hi all,

Thanks for taking the time for the call this morning - we covered a lot of ground and I feel like we're making great progress. Below are our notes from the meeting - if you'd like to add anything, feel free.

Thanks!
Stephen


Items discussed

P3 wireframes Admin site walkthrough including the following:
- Document workflow history
- Task assignment/re-send/change status/delete
- Document upload
- Document view / edit (visual/html views)
- Tag Document / tag management / Tag directory
- Publishing process
- Utility menus: Notifications, Settings, My Account

Changes to make based on feedback

- Document view: include UIN
- Tag directory: ability to show passage preview in document list
- Remove separation between private vs. public tags
- Move requirement for colour coded tags to "nice to have"

Action items and next steps

- Industrial to update Admin wireframes based on above changes and Christina Richardson, Industrial Christina   will send an updated link through Basecamp.
- DevIT to review wireframes and comment on any technical issues that may be encountered.
- DevIT to propose architecture and technical plan for prototype; following will be a review and discussion with Industrial to gather feedback.
- Industrial to begin work on client-side wireframes and Stephen Ceresia, Industrial Stephen will schedule another meeting will for review*
- Morgan Maguire, CEO Morgan to schedule a future meeting with Doug where we will demo the wireframes in full and gather final feedback. On sign-off, we'll proceed to the design/development phase**

* We propose August 31st or September 1st for the client-side wireframes demo.

** Ideally we target September 12th or later that week for full demo to Doug (due to team availability and ensuring we have time to finalize all wireframes).

Comments & Events

Morgan Maguire, CEO
Looks good Stephen Ceresia, Industrial Stephen . Let me know what dates and times you're available the week of the 12th, and I'll setup a meeting with Doug, Kasim and Greg.

A demo on the 31st at 7:30 am Vancouver time works for me.

Thanks,

Morgan 
Stephen Ceresia, Industrial
Thanks for the follow-up Morgan Maguire, CEO Morgan . I've scheduled the front-end wireframe meeting for Aug. 31st at 7:30AM PST/10:30AM EST.

For the meeting with Doug, Kasim, and Greg, would either Sept. 13th or Sept. 14th work at the same time: 7:30AM/10:30AM EST?

Let me know and I'll send out the invite.

Thanks,
Stephen
Morgan Maguire, CEO
Thanks Stephen Ceresia, Industrial Stephen . Why don't I setup a Doodle poll for those dates, and we'll determine a time that works for everyone. I don't think DevIT needs to join this call, so we can have the call during regular office hours. I'll send you the Doodle invite, and you can respond on behalf of the Industrial team.

Morgan
Morgan Maguire, CEO
Hi Stephen Ceresia, Industrial Stephen . I've setup the Doodle poll here: https://doodle.com/poll/6zxcf3xbs43u79fm. Could you please fill-in the team's availability.

Thanks,

Morgan
Stephen Ceresia, Industrial
Hi Morgan Maguire, CEO Morgan ,

I've entered Industrial's availability - looks like Sept. 14th at 10AM PST / 1PM EST works for everyone. Let me know if that's ok on your end and I will send out the invite.

Thanks,
Stephen
Morgan Maguire, CEO
Hi Stephen Ceresia, Industrial Stephen ,

Thanks for filling in the poll. I'm still waiting to hear from Doug on his availability, but I'll let you know once he confirms.

Morgan
Morgan Maguire, CEO
Hi Stephen Ceresia, Industrial Stephen ,

Doug has confirmed that Sept. 14th at 10AM PST / 1PM EST works. Could you send out of the details to everyone.

Thanks,

Morgan
Stephen Ceresia, Industrial
Hi Morgan Maguire, CEO Morgan ,

Great - will do.

Thanks,
Stephen