ISLG Reports Mock-ups

Great. Thanks Savannah . I'll give this a review and provide my comments by the end of the week within invision.

Could you ensure Liam has access as well so that he can review and provide his feedback as well.

Thanks,

Morgan

Hi Morgan ,

Great, thanks! Liam should be able to access the mockups. Liam , if you have any issues please let me know. 

Savannah

Hi Savannah ,

Everything looks good to me. Morgan , I don't know if I am totally sold on the comparative people page, the table as is doesn't do justice to the information that we are providing.  I feel like it would be glossed over quite easily if people are just clicking through the site,

Liam

Hi Liam ,

If you have specific suggestions for the comparative people page, I suggest making comments in InVision (see screenshot below), which should be visible once you login to the system.

image.png 322 KB • Download

Also, Savannah , it appears the wireframes do not have click-able links. This makes is a lot more difficult to navigate through the relevant sequence of the pages. Could you please ensure these are added before we make further comments.

Thanks,

Morgan

hi Savannah ,

I've provided my initial comments within the wireframes. Note some reports were categorized as comparative reports, but none of these are comparative reports. They are all focused on a particular person or organization. Also, we should ensure that the person or organization is prominently indicated within the individual reports to make it obvious to users who the report is relevant to, which should include the headshot/logo.

Thanks,

Morgan

P.S. I'm aware that I owe you descriptions for for the reports, which I'll prepare later this week. However, didn't I already provide descriptions for the Legal Analytic types?

Hi Morgan ,

You're correct. You provided template descriptions here:
Re: Report Descriptions - TOLOGIX - ISLG App Rebuild

Patrick is currently working through your feedback and we will post our revisions by the end of this week. 

Ok. Great. Thanks Savannah .

Morgan

Hi Morgan , 

All your feedback has been implemented. Please let us know if you have any further comments. 

Savannah

Hi Savannah ,

Would it be possible to insert the report descriptions into the wireframes, and then we can determine what copy is missing.

Thanks,

Morgan

Hi Morgan , 

Here are the reporting mockups with the updated copy: 

Main Report Landing Page

https://invis.io/JET7XMPSQFW#/412261648_Legal_Analytics_Landing

 

Comparative Report Landing
Dispute:
https://invis.io/JET7XMPSQFW#/418834757_Comparative_Dispute_Reports

People:
https://invis.io/JET7XMPSQFW#/425805297_Comparative_People_Reports

 

Organization:
https://invis.io/JET7XMPSQFW#/425805298_Comparative_Organization_Reports

 

Country:
https://invis.io/JET7XMPSQFW#/425805299_Comparative_Organization_Reports_Copy

Record List pages

People:
https://invis.io/JET7XMPSQFW#/418987641_People

Organization:
https://invis.io/JET7XMPSQFW#/418987642_Organizations

 

Country:
https://invis.io/JET7XMPSQFW#/418991050_Countries

Dispute:
https://invis.io/JET7XMPSQFW#/418984873_Disputes

Let me know if you'd like to see any other changes made. 

Savannah

Hi Savannah ,

I've reviewed the above and inserted further comments. Note that I'd like to clean out all placeholder text data, and make this look close to the real things as possible. I've added two more tabs to the sample report data for the report list pages: https://docs.google.com/spreadsheets/d/1sonl66cxgw_GtxKbTkNGyyItzHA1Eb3HyaDXkRst72c/edit#gid=1208063503.

In addition, for all the clickable links, could we please ensure these are aligned directly over the relevant link icons.

Thanks,

Morgan

Hi Morgan , 

Our developer, Steph, has created some HTML templates for these reports. Would it be okay with you if we made the text changes on just the HTML templates and not the mockups?

Savannah

Hi Savannah ,

I suppose that's fine. Would I be able to use the templates for a sales presentation? The reason I'm asking to finalize and clean up all the placeholder content is that we're planning to use these to present to clients next month.

Thanks,

Morgan 

Hi Morgan , 

The reporting mockups have been updated and are ready for your review: 

Main Report Landing Page

https://invis.io/JET7XMPSQFW#/412261648_Legal_Analytics_Landing

 

Comparative Report Landing
Dispute:
https://invis.io/JET7XMPSQFW#/418834757_Comparative_Dispute_Reports

People:
https://invis.io/JET7XMPSQFW#/425805297_Comparative_People_Reports

 

Organization:
https://invis.io/JET7XMPSQFW#/425805298_Comparative_Organization_Reports

 

Country:
https://invis.io/JET7XMPSQFW#/425805299_Comparative_Organization_Reports_Copy

Record List pages

People:
https://invis.io/JET7XMPSQFW#/418987641_People

Organization:
https://invis.io/JET7XMPSQFW#/418987642_Organizations

 

Country:
https://invis.io/JET7XMPSQFW#/418991050_Countries

Dispute:
https://invis.io/JET7XMPSQFW#/418984873_Disputes

 

Person Individual report

 

Organization individual reports

https://invis.io/JET7XMPSQFW#/422301860_Organization_Individual_Report_2

If you have any questions, let me know! 

Savannah

Great. Thanks Savannah .

I'll give them a review, provide comments where appropriate within the wireframes, and let you know when I'm done.

Morgan 

Hi Savannah ,

I've completed my review and added comments as required. 

Also, we discussed previously about getting the HTML templates ready so that we could use them demo purposes when we pitch ISLG reports to clients for sponsored profile purposes. Do you have a timeline on those templates will be completed?

Thanks,

Morgan

Thanks Morgan . 

Yes, but I believe we decided on one of our weekly checkins that having interactive templates would better suit your needs for demoing. 

Hi Savannah ​,

Yes, that's what I'm getting at. I'd like to know when the templates will be ready for demos.

Thanks,

Morgan

Sorry Morgan . I meant interactive mockups. We had discussed that mockups would actually be more beneficial than having templates. 

The mockups display all the specific content you need and is a clickable prototype. It also allows us to make changes faster. 

It is a more involved process to have templates made and the content populated, etc. So it is our recommendation to use the mockups. 

We can go over this in more detail during the call today. 

Hi Morgan ,

The mockups are ready for your review.

Main Report Landing Page

https://invis.io/JET7XMPSQFW#/412261648_Legal_Analytics_Landing

 

Comparative Report Landing
Dispute:
https://invis.io/JET7XMPSQFW#/418834757_Comparative_Dispute_Reports

People:
https://invis.io/JET7XMPSQFW#/425805297_Comparative_People_Reports

 

Organization:
https://invis.io/JET7XMPSQFW#/425805298_Comparative_Organization_Reports

 

Country:
https://invis.io/JET7XMPSQFW#/425805299_Comparative_Organization_Reports_Copy

Record List pages

People:
https://invis.io/JET7XMPSQFW#/418987641_People

Organization:
https://invis.io/JET7XMPSQFW#/418987642_Organizations

 

Country:
https://invis.io/JET7XMPSQFW#/418991050_Countries

Dispute:
https://invis.io/JET7XMPSQFW#/418984873_Disputes

 

Person Individual report

 

Organization individual reports

Savannah

Great. Thanks Savannah . I've replace the document above with the links in your comment.

Liam , now that the mock-ups are ready to go, we'll start putting together your pitch deck for sponsored profiles..

Thanks,

Morgan 

Hi Savannah ,

Further to the video below, we have done a number of presentations for Enhanced Profiles now using the mock-ups above, and could we make a couple of changes to deal with questions that have come up:

Please get this done as a high priority.

Thanks,

Morgan

Add non-enhanced profile mock-up (25-Nov-20).mp4 3.77 MB • Download

Hi Morgan , 

Patrick will work on these changes today and I will post the revisions by tomorrow afternoon. 

Savannah 

Great. Thanks Savannah .

Patrick , please let me know if you need clarification on anything above.
 
Morgan 

Hi Morgan ,

I just realized I posted the mockups in the wrong thread. Here are the revised mockups based on your feedback from the other thread (Re: Legal Reports Templates - TOLOGIX - ISLG App Rebuild):

Enhanced: https://invis.io/JET7XMPSQFW#/418796771_Individual_Record_Landing-Report_Pages_-_Person_Details

Non-enhanced: https://invis.io/JET7XMPSQFW#/438901632_Individual_Record_Landing-Report_Pages_-_Person_Details_Copy_3

Organization:
https://invis.io/JET7XMPSQFW#/438901633_Organization_Record_Landing-Report_Pages_-__Copy

Savannah

Looks great Savannah !

Thanks,

Morgan 

Hi Savannah ,

Two more minor tweaks:

image.png 106 KB • Download

image.png 184 KB • Download

Hi Morgan , 

Can you clarify what you mean by colour inconsistency? 

Hi Savannah ,

Background colour for the chart on Leslie Law's enhanced profile changes:  https://projects.invisionapp.com/share/JET7XMPSQFW#/screens/418796771

image.png 152 KB • Download

Thanks,

Morgan

Thanks Morgan ! 

You'll see that we also included the country flag on the organizations mockup. Are you okay with the sizing? If so, Patrick will go ahead and export the rest. 

Savannah

Hi Savannah ,

The sizing is good, but I thought we specified circular flags, similar to the avatars. Correct, Melissa ?

Morgan 

Hi Morgan ,

I confirmed with Mel re. circular flags. How's this?

image.png 96 KB • Download

Looks good, Savannah , but let's remove Canada from the Larch LLP mock-up.

Thanks,

Morgan

Hi Liam , 

Base on the above, please ensure you make the necessary updates to the pitch script for the next meeting on Friday.

Thanks,

Morgan

Savannah ,

Just noticed that something happened with the non-enhance profile for Leslie Law: https://projects.invisionapp.com/share/JET7XMPSQFW#/screens/438901632

image.png 213 KB • Download

 

Hi Morgan , 

Both items have been fixed. 

Savannah

Savannah , the screenshot above wasn't fixed. The Surname was just deleted...

Hi Morgan ,

Apologies. Patrick has made this fix and it the surname is in the proper spot:

image.png 18.8 KB • Download

Great. Thanks Savannah .

Liam , please take a look and let us know if this works for your meeting tomorrow.

Morgan 

Hi Savannah and Morgan ,

Looks good, will use it tomorrow.  

Liam

Hi Morgan ,

The circular flags have been posted here:

ISLG_Rounded_Flags (1).zip - TOLOGIX - ISLG App Rebuild

We included png and svg. Patrick has recommended that due to the small size, svgs might look sharper.

Savannah

Hi Savannah ,

Sorry, already posted a comment about the size here: ISLG_Rounded_Flags (1).zip - TOLOGIX - ISLG App Rebuild, but is there any concern on how the small size will present when the image is enlarged for the Country profiles?

Morgan

Hi Savannah ,

Morgan and I had a call this morning and noticed that the Individual People Report links for Leslie Law's profiles were wrong.  When selecting Conflicts - Number of Disputes, we should be taken to https://projects.invisionapp.com/share/JET7XMPSQFW#/screens/421830013, and when we selected Conflicts - Cases and Roles, we should be taken to this one - https://projects.invisionapp.com/share/JET7XMPSQFW#/screens/421830014

It looks like they just got moved down, because we did not have links in the Results Reports previously.  Let me know if you need any further clarification and I can record a video.

Thanks,

Liam 

Hi Liam , 

No problem. I'll have Patrick swap those out. I'll post the updated version here tomorrow. 

Savannah

Hi Liam , 

Patrick swapped out the links and they should be good to go. 

https://projects.invisionapp.com/share/JET7XMPSQFW#/screens/418796771

Please let me know if there are any other adjustments that need to be made. 

Looks good Savannah . However, to ensure there isn't any confusion, please remove the links under Results, because these are linking to the wrong reports (we never created mock-up for these reports, I believe):

image.png 221 KB • Download

Thanks,

Morgan 

Morgan  - sure. those links have been removed. 

Great. Thanks Savannah .

Morgan