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Detailed Specifications MP Data back-office and website development Version Date Changes Description Draft 17-Jan- 2019 - Initial draft Version 1 08-Feb- 2019 - Update following answers from MPData

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Page 1: mpdata.fr · Web viewDevis D201902101. 15

Detailed Specifications

MP Data back-office and website development

Version Date Changes Description

Draft 17-Jan-2019 - Initial draft

Version 1 08-Feb-2019 - Update following answers from MPData

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1. CONTEXT.............................................................................................................................................. 3

2. TECHNICAL REQUIREMENTS.................................................................................................................. 6

3. SOLUTION - EXTERNAL WEBSITE..........................................................................................................7

3.1. LANDING PAGE.............................................................................................................................................73.1.1. Navigation......................................................................................................................................8

3.2. PRODUCTS PAGE (TO BE HIDDEN FOR THE FIRST PHASE / DEPLOYMENT)................................................................103.3. CUSTOMERS PAGE......................................................................................................................................113.4. BLOG PAGE...............................................................................................................................................123.5. JOIN US PAGE............................................................................................................................................14

3.5.1. List of jobs....................................................................................................................................143.5.2. Apply function..............................................................................................................................153.5.3. Profile extract (option).................................................................................................................15

3.6. FAQ........................................................................................................................................................163.7. CONTACT INFORMATION PAGE......................................................................................................................17

4. SOLUTION - INTERNAL WEBSITE......................................................................................................... 18

4.1. LANDING PAGE...........................................................................................................................................184.1.1. Authentication.............................................................................................................................184.1.2. Navigation....................................................................................................................................184.1.1. Notification from Forum...............................................................................................................194.1.2. "Annonces" (News section)..........................................................................................................194.1.3. Documents...................................................................................................................................20

4.2. WRITE BLOG ARTICLE (RÉDIGER BILLET)...........................................................................................................214.2.1. Create article................................................................................................................................214.2.2. Approval process..........................................................................................................................22

4.3. TRAINING PAGE..........................................................................................................................................234.3.1. Training catalog browsing............................................................................................................234.3.2. Training request (Faire une demande de formation)....................................................................234.3.3. Approval process..........................................................................................................................244.3.4. Training catalog edition...............................................................................................................24

4.4. FORUM.....................................................................................................................................................254.4.1. View list of topics.........................................................................................................................254.4.2. Create new topic..........................................................................................................................264.4.3. Send comment.............................................................................................................................26

4.5. DAYS-OFF AND EXPENSE REPORT....................................................................................................................274.6. MPDATA DIRECTORY..................................................................................................................................29

4.6.1. MPData Directory edition............................................................................................................294.6.2. MPData Directory browsing.........................................................................................................294.6.3. MPData Directory search.............................................................................................................31

5. BACK-OFFICE...................................................................................................................................... 32

5.1. USER ROLES...............................................................................................................................................325.2. SUMMARY OF ACCESS TO FEATURES...............................................................................................................32

2LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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1. CONTEXT

MPData is an engineering and consulting services company which was created in 2015 by its founder Mr Grégoire Galliac. MPData wishes to deploy a website that would increase its visibility to its clients and prospects. The new website is also intended to engage MPData community of consultants by offering communication tools and by facilitating the management of offers and missions for the consultants.

MPData system will mainly be split into two separate websites:

- the external website, which everyone can access from the internet

- the internal website (intranet), which is only accessible from MPData employees and consultant

The main functionalities offered by the external website are:

- providing with general information about MPData organization

- showing a blog, which articles are organized and populated by MPData consultants

- showing job offers and missions, with the ability to apply online

The main functionalities offered by the internal website are:

- authentication to access website + Forgot password feature

- blog articles management (editing, submitting, publishing)

- training catalog and training requests management

- days-off requests management

- expense report submitting

- internal forum to exchange across consultants and notification management

- consultants directory

- Enterprise Documents

The main interfaces with external systems to integrate are the following:

- interface with Fiduciaire system for expenses: Simple Redirect to https://mon-expert-en-gestion.fr or any other third-party system.

- Days-off management: Simple redirect to a Market SaaS solution (URL) that will be selected by MPDATA

3LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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The following mindmap diagram summarizes the flow and requirements:

To view this Mind map more into details: http://www.xmind.net/m/yKMV

4LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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All menus and text will be in French.

No mobile application development is considered for this project.

This document describes the functionalities and the navigation rules offered by the system and depicts the expected user experience using screenshots and mockups.

Note: The product page is part of the current scope, but we will create a sample that will be Draft and that could be edited and published at later stage by MPDATA.

5LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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2. TECHNICAL REQUIREMENTS

In order to optimize time and performance, the solution will rely on the following technical requirements:

Technology: Wordpress 5.0

Theme: DIVI

Plugins to deploy:

o Duplicate post

o GDPR Cooky consent

o Yoast SEO

o UpdraftPlus

o Re-Captcha

o Security:

Google RE-Captcha – To apply on BO login + Any form in Internal/External site

WordFence (Free version)

o Team (or similar) to manage Team overview (See description)

o Forum plugin (TBD)

o Files management (TBD)

The solution will be deployed at OVH on a mutualized server.

MP DATA provided some first screens and mockups. Based on this, and MPDATA Graphical chart we will design an propose for approval to customer all screens designs, that should be submitted to approval before implementation. We will propose screens that fit with requirements and Theme feasibility.

6LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3. SOLUTION - EXTERNAL WEBSITE

The external website does not require any login/authentication. All the pages are visible from internet.

3.1. Landing page

The landing page will look like the one below.

7LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.1.1. Navigation

8LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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The landing page will show the MPData logo on the top left and will show the following main menu:

French EnglishAccueil Landing pageProduits ProductsClients CustomersBlog BlogNous rejoindre Join usFAQ FAQContact Contact info

The landing page will also show a few references to current customers as a preview of the customers/client page. A button "Voir tous les clients / (Show all references)" will redirect to the customers/client page. The selection of the customers to emphasize on the landing page should be defined from the BO by the administrator.

Mockup for landing page will be updated with customer preview section.

The rest of the landing page will show static text and picture as shown on the mockup.

9LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.2. Products page (to be hidden for the first phase / deployment)

The product page and the associated detailed product page will be part of the current scope.

They will however be hidden for the first deployment so that MPDATA is able to edit those pages later-on.

10LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.3. Customers page

The customer page will show static text and one picture/logo per customer that MPData wishes to advertise.

The list of customers to be advertised can be edited by the administrator from the BO:

- Customer name

- Customer logo/picture

11LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.4. Blog page

This section only allows visitors to browse through the blog in view mode only.

Edition and publication are managed from the internal website by MPData users only.

Check-boxes allow to filter the display of blog items by categories. There are 3 categories:

- Newsletters

- Tutoriels

- Articles

Blog items are displayed following their publication date order - Latest at the top.

Each blog item from the list will show:

- Blog category

- Blog headline

- Blog author (par "author")

- Blog picture (mockup to be updated / proposed with blog picture). Something like this:

12LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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Clicking on the headline will bring us to the following page showing the following elements for the selected item:

- Blog category

- Blog headline

- Blog author (par "author")

- Blog text

- Blog picture (mockup to be updated / proposed with blog picture). Something like this, or aligned with Theme feasibility.

13LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.5. Join us page

3.5.1. List of jobs

This page will display a list of job offer previews as shown below.

The "Voir l'offre" ("Show job details") button will show to the full job description as well as a "Postuler" (Apply) button. Need to propose design for Full job description + "Apply" button.

The list of job offers can be edited by the administrator and by the HR manager from the intranet. The job offer elements are the following:

- Job title

- Region (Area)

- Langage (main skillset and programming language)

- Profil (candidate profile)

- Full job description to be shown only from the "Show job details" function.14

LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110Email : [email protected] - site : http://www.linkavie.com

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3.5.2. Apply function

A "Postuler" (Apply) button will show a form to fill in by the user to apply and send his application. The form will show the following elements:

- Last_name (mandatory)

- First_name (mandatory)

- Mobile_phone (mandatory)

- Email_address (mandatory)

- A text/message area (mandatory)

- Optional: "CV" (Resume) with an upload function accepting PDF file format.

- Optional: "Lettre de motivation" (Cover letter) with an upload function accepting PDF file format.

- An "Envoyer" (Send application) button.

Clicking on "Envoyer" (send application) button is only possible when the mandatory fields are filled in and will send a preformatted email to [email protected]

The format and text of the email with the candidate information is still TBD but should be pretty straightforward.

Re-Captcha will be setup for security on any form.

3.5.3. Profile extract (option)

The bottom of the job offer page is a preview of some MPData consultants to advertise the type of profile available at MPData.

The element shown for those MPData are the same as the ones shown on the Directory page of section 4.6.2 MPData Directory browsing.

Only one candidate is visible at a time. Right and left arrow buttons allow to navigate.

The administrator or HR role user will be able to select from the Intranet which candidate are visible on this external page, as described in chapter 4.9.2.

15LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.6. FAQ

The FAQ page will display a list of questions split by categories as show in the mockup below.

A click on the question will expand the corresponding answer. Only one answer at a time can be visible.

The administrator will be able to edit the FAQ from the Wordpress back office (List of categories, questions and answers).

16LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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3.7. Contact information page

The contact page will show the contact details as per the mockup below.

It also shows a form that the visitor can fill in to send an automatic email to [email protected].

The form will show the following elements:

- Last_name

- First _name

- Mobile_phone

- Email_address

- A text/message area

- An "Envoyer" button (Send email)

When sending, an automatic email will be formatted using these elements:

FROM: %email%

TO: [email protected]

SUBJECT: Prise de contact – %First_name% %Last_Name% (%phone%)

MESSAGE: %message%

Re-Captcha will be setup for security on any form.

17LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4. SOLUTION - INTERNAL WEBSITE

Internal Website is the Intranet access of MPData consultants.

4.1. Landing page

4.1.1. Authentication

Entering the Intranet website requires user authentication. The system provides the associated function such as "change password" or "forgot password".

4.1.2. Navigation

Once authenticated, the landing page looks like this one below (screen design will be reworked).

The UX designer will have to propose the best user experience for consultant related features vs. admin/HR/moderator features.

The landing page will show the MPData logo and the following main menu:

French EnglishAccueil Landing pageFormations TrainingForum ForumCongés Days offTrombinoscope MPData directory

18LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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Admin/HR/moderator features could be merged from the menu above with a specific "Admin" space or integrated with the different consultant features across the various pages.

4.1.1. Notification from Forum

The top-right part of the landing page will show a notification (red badge + counter) to notify the user that new post(s) (comments to an existing topic or new topic) from the forum is (are) available for reading. The user needs to be subscribed to the specific topic to get this notification.

In addition, a notification email will be sent to users who are subscribed to the topic with the following details:

- subject: %post_owner% added a new content to %post_name%

- text: TBD

The subscription to a topic can be achieved through the "Forum" page.

A click on the red badge would display the headline of the topic as shown below:

Any alternative or mockups will be proposed to validate with MPDATA the user experience:

4.1.2. "Annonces" (News section)

The news section displays the news which are defined through the intranet by the administrator or HR manager role.

19LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.1.3. Documents

Document preview:

We could see here the latest documents posted and a “Access all documents” button to access document Database. Any user could download documents.

Document page:

A search feature will allow to search document per name, description or category.

We will show 1 document per line with column:

File type icon (Word, pdf, excel, ppt etc.)

Document name

FileName.ext

Description

Categories

Admin will upload documents from the Intranet, thanks to his admin role (“Upload new document” button). For each document uploaded, we could define:

Document name

Short description

Categories.

20LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.2. Write blog article (Rédiger billet)

4.2.1. Create article

This functionality allows the user to write a blog article and submit it to the moderator(s).

First the user will select a category for its new article (need to propose design):

- Newsletter

- Tutoriel

- Article

Categories are manageable from the BO by the administrator role.

This functionality will then propose the following:

- a one-line text for the blog headline

- article picture upload

- content edition tool for the main message of the blog article.

The tool will also allow the consultant to enter and share source code extracts that can keep the color scheme and formatting of usual software programing editors such as the example below:

21LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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The button "Publier" allows the consultant to submit his article to the moderator(s).

4.2.2. Approval process

Submitting an article will send an automatic email to the user(s) with the moderator role.

Approval management from the internal website.

22LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.3. Training page

4.3.1. Training catalog browsing

This page shows the various trainings available which have been published by the HR manager.

This page proposes check-boxes to filter out by training categories:

- Free training

- Paid training

This page then shows the list of available training for the selected categorie(s):

4.3.2. Training request (Faire une demande de formation)

The button "Faire une demande de formation" will redirect to the following page.

This page will allow each consultant to request a training either from MP Data training catalog or to any training proposed by a third-party company.

First the user will select the training type:

- Free training

- Paid training

If the user requests a training from MP Data catalog, the user will show the reference of the training.

23LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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If the user requests a training from outside, the user will show the link to the external site that shows its description.

The message zone is free text.

4.3.3. Approval process

Submitting a training request will send an automatic email to the user(s) with the HR role.

4.3.4. Training catalog edition

Editing the Training Catalog will be possible from the BO with the HR manager role and administration role.

This menu will allow the manager role to add/delete and edit the training catalog:

- Training Category: Free training / Paid training

- Training header

- Training description

- Training price

24LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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25LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.4. Forum

4.4.1. View list of topics

This page shows the list of topics for each category. Two categories are pre-defined:

- Aide (help)

- Discussion Générale (General topic)

The list of categories can be edited from the BO with the admin role.

For each category, the list will show the following for each topic:

- Headline

- Author

- Date of last comment

- A subscription icon (ON/OFF) allowing the viewer to get subscribed to the thread.

Getting subscribed will trigger the red badge located on the top-right of the landing page of the internal website when a new comment is published.

26LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.4.2. Create new topic

From the "Nouveau sujet" (New topic) button:

This button allows any consultant to create and publish a new topic. No moderation is needed to edit and publish articles on the internal site.

The creation page will ask for:

- Forum category:

- Topic headline

- Text / message

The author will automatically be subscribed to his own post(s).

4.4.3. Send comment

This functionality allows any consultant to post a comment to an existing topic.

A regular forum plug-in will be considered and customized to fit with the intranet graphical chart.

27LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.5. Days-off and expense report

Days-off will be a URL redirect link to external Web Site. Will be provided during project.

Expense reports will redirect to the external platform: https://mon-expert-en-gestion.fr/

Recommendation to MPData (out of Linkavie scope of work):

In order to avoid any SSO issue, we can recommend MPData to use comprehensive ERP system: Kaholia software.See: https://www.kaholia.fr/solutions/timeflow-solution-erp/

- Days-off management- Timesheet workflow- Invoicing- Project management- expense reports related to projects- ...

28LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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29LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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4.6. MPData Directory

MPData directory is the directory of all employees and consultants at MPData.

4.6.1. MPData Directory edition

HR managers will be able to edit the MPData Directory from the BO.

We will propose a "Team Management" plug-in from Wordpress that fits the consultant profile setup as defined below:

Consultant team member:Last nameFirst nameGender (M/F)PictureMobile phoneMpdata emailShort title (Expertise or position)Short summary or personal comment (when hovering on picture) Tech skills and programming languagesCurrent mission / customerPast missions / customers

From the BO, the HR manager will edit all the information for each consultant and will define which profile will be “Public” (Category = Public) and will be visible in the Public site, as described in chapter 3.5.3.

4.6.2. MPData Directory browsing

This page allows the browsing of the directory.

The page shows 4 entries at a time and allows browsing left and right.

Entries are sorted out by alphabetical order of the last name.

30LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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Hovering the mouse over the picture will display the Short summary / personal comment field of the consultant.

31LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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Clicking on one entry will display all the information for the selected employee/consultant.

Screen design will be proposed.

4.6.3. MPData Directory search

The MPData Directory page will propose a search function.

We should have an advanced search so that we can look for consultant according to any field from his profile.

For instance, if a user searches:

Languages = Python

the search will show "Jean-Michel Puissant" and "Anatole Talent" from the example above.

32LINKAVIE – SASU au capital de 15 000€ - RCS Aix en Provence – Siret : 804 953 958 00019 – tel : 0413340110

Email : [email protected] - site : http://www.linkavie.com

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5. BACK-OFFICE

5.1. User roles

The back office defines the following roles. They are not exclusive. One user can carry multiple roles.

Role FunctionAdministrator - Administrator role

- User creation (creation, modification, deletion).- Customer/client creation- Job offer edition- Assign roles

RH - User creation (creation, modification, deletion)- Assign roles except admin role- Approval for training request- Approves for days-off request

Moderator - Review and publication of blog articlesConsultant - Write blog articles

5.2. Summary of access to features

Feature Where Who (Roles)Landing page clients emphasized Back-Office AdminCustomer page + The ones to emphasized

Back-Office Admin

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Back-Office Admin

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