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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 1/22/2020 11:30 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 5864
Template/Type: Brandon Time
Title/Caption: Meeting with Jonathan
Start Date/Time: 1/23/2020 1:00 pm
End Date/Time: 1/23/2020 2:00 pm
Main Status: Active

Photo/Image Count: 15
click to enlarge - photo by: Brandon Moore - Screenshot of the main tile navigation homepage. Nothing expanded and no special modes or sub menus popped out. Plain jane.
click to enlarge - photo by: Brandon Moore - Turning on the education mode. Notice all of the new little green icons and options. This may be turned on/off at any time.
click to enlarge - photo by: Brandon Moore - Show help file on the righthand side of any page in the education mode. Trying to get the help file as close to the page as possible (help from the source at the source).
click to enlarge - photo by: Brandon Moore - Be able to get right to the adilas university tab right from the help file interface. Notice the two tabs at the top right, one is the help file and the other is for the university with all kinds of other training options. Concept of the adilas café.
click to enlarge - photo by: Brandon Moore - Screenshot and first round mock-up of some data on the invoice homepage. Tabs across the top, stats, graphs, etc.
click to enlarge - photo by: Brandon Moore - Screenshot of the invoice homepage, slightly different settings. This is with the
click to enlarge - photo by: Brandon Moore - Screenshot of how to configure the display columns on the invoice homepage. This allows the user to show/hide any column by applying some simple settings.
click to enlarge - photo by: Brandon Moore - All search filters and search criteria could be hidden on the far left and then shown as needed. There are three tabs along the top to filter the main invoices, the invoice line items, and the payments.
click to enlarge - photo by: Brandon Moore - This is a screenshot with some research to figure out what forms allow what kinds of filters and how it all plays in to the mix. This is a color-coded screenshot of all of the current advanced search options for invoices.
click to enlarge - photo by: Brandon Moore - Small screenshot of the filtered results based off of the invoice searches. Just sample data.
click to enlarge - photo by: Brandon Moore - Screenshot of the basic invoice with a new style and clean layout. All menus and options would be somewhat hidden unless asked for (requested by clicking certain icons or buttons).
click to enlarge - photo by: Brandon Moore - Small screenshot of an invoice with a drop-down menu showing options for other things and/or tasks that could be performed on this invoice. Basically, hidden sub navigation and options.
click to enlarge - photo by: Brandon Moore - Screenshot of some invoice data with a sub menu popped up to do something else with the invoice such as edit, email, save as PDF, print, view history, etc.
click to enlarge - photo by: Brandon Moore - Parts of a style guide for certain components and elements in the system. Part of the design and layout process to help keep things standard.
click to enlarge - photo by: Brandon Moore - More style guide layouts and options. This is kinda tech stuff to help the developers and other designers to keep things standard and consistent.


Notes:

Meeting with Jonathan to go over some progress. We haven't met in a few weeks due to holidays and what not. The meeting went well. Jonathan and I were on the whole meeting. Steve joined us in the middle for a part of it. Here are a few of the things that we did and covered:

- Review of the education mode - see the screenshots. The education mode allows a user to turn on/off additional helps, tips, help files, verbiage, videos, graphics, etc. The user can turn things on/off to keep the interface more clean and streamlined. If they need more help, it is available at the touch of a button. Side note, added this link to a small video on the education mode on 8/14/23.

- Review of the invoice interface with some fake data. Jonathan is working on showing mock-up data and how it may look and flow, as the user interacts with the system.

- Talking about style guides and standards - design systems - This is how we will end up standardizing the look and feel over multiple pages, components, reports, and features.

- Components and using consistent assets (visual and code resources). Both in the design and in the code - design/code once, use many.

- Talking about mobile development and more needs for mobile ready pages.

- We also talked about the placement of certain eye candy pieces such as graphs, charts, and other stats. Leaning towards the reports pages and/or section.

- We briefly talked about Jonathan's research on fracture and breaking up the system into smaller pieces. Being able to have the mountain of tools and options (features and benefits - current adilas system) but only showing what is needed (turned on/off and properly configured) and streamlined per industry and per company within that industry (making custom software easy). Basically, the ice-burg model. As we got into this, we ended up talking about the core product (the main adilas platform) and how we could allow for industry specific interfaces and settings to play over the top of the skeletal type model.

- The skeletal type model deals with the underlying systems... imagine a person with just a skeleton structure. You could then put normal clothes on that skeleton structure. Pretend this is core adilas (plain jane vanilla). Then you could dress that person with industry specific clothing to get all types of different outputs. Every industry has a different look and feel, verbiage, style, flow, etc. That is like putting on specific clothing on the skeletal system.

- Towards the end, Jonathan and I were talking about the shopping cart and how that part of the system really needs some loving. So many pieces converge on the shopping cart and point of sale interface (POS). It is pretty awesome. Here is a small help file on the shopping cart - click here. We talked about some of the known pieces that converge inside of the cart such as smart cart logic, customer loyalty points, tiered pricing structures, discounts and discount engine stuff, inventory tracking, sub inventory, mini conversions, labeling, coupons, payment solutions, sales and promotions, etc. Once it hits the cart, it gets put into the database and starts its life cycle. We talked about how the shopping cart and things that flow into it and out of it are kinda like the heart of the application.