Org.ly Specification

By SLiCK Concepts

Version 3

18th June 2015


1 Concept

Org.ly is a Contact Management and Org Chart app for the iPhone, and later for the iPad. Aimed at the Sales Professional, it addresses the issue of Org Chart creation for inclusion in Account Plans, presentations, etc.

Today, the main way of creating an Org Chart is to use Powerpoint, which is really not fit for purpose. Org.ly make creating an Org Chart very easy. The user simply has to organise their existing contacts on their phone into the organisation hierarchy by dragging and dropping each contact onto their manager. Once done, Org.ly automatically creates an Org Chart in a number of different layouts that can be included in account plans, presentations, etc.

The key differentiator compared to alternative solutions is the simplicity of the app. The users doesn’t need to ‘create’ an Org Chart - Org.ly does this for them.

2 Online Presence

2.1 Website

Visit the Org.ly website to register your interest in the app.

www.orglyapp.com

2.2 Twitter

https://twitter.com/orglyapp

2.3 Facebook

https://www.facebook.com/OrglyApp

3 App Basics

3.1 Core tenants

  • Beautiful UX.
  • Smooth and animated.
  • Swipe up/down for different reporting levels
  • Swipe from side for other functions
  • iPhone 6/6S/5/5S with a future intention of making it a universal app to also run on the iPad Mini/Air app. Potentially also for an Android version.
  • IOS8 Optimised - IOS9 Ready
  • Retina display definition.

3.2 Process Flow

  • Show ‘Hello’ screens on first launch.
  • User Registration page
  • Offer user option to log in to LinkedIn, Facebook & Twitter.
  • Import users from iPhone Contacts app.
  • Organise contacts based on Company name (Future - also based on Category)
  • Import Contact photos from LinkedIn or Facebook (if user has logged in during startup)
  • Display company list so that user can select a company to view all employees in that organisation.
  • Option to display All Contacts in company list.
  • Display all Contacts in selected Company.
  • Call, Text, Mail directly from any contact in the Main Contact Screen.
  • Add/Remove Reports to their respective Managers.
  • Swipe between Main Contact Screens to display associated Managers and Reports
  • Swipe Left to view the Org Chart for any Contact.
  • Export/Print any Org Chart.

4 First-time launch of App

On first launch Org.ly will take the user through a series (4 or 5) of Hello pages - swipe through a few pages to explain how it works (to be provided).

The Hello pages will use annotated images of the developed app to explain how to get the most out of the app, hence they will only be available once the app in mostly complete. They won’t have clever animations, just swiping between fixed screens.

Option to re-watch Hello pages in Settings.

4.1 Registration

  • User is asked to register with Org.ly.
  • User contact details are stored on Systematix hosted platform.
  • Checks that the username is unique and if not asks for an alternative.
  • Request access to Contacts.
  • Request access to the Camera.
  • Request access to Photos.

After registration the user is offered the option to login to LinkedIn, Facebook and Twitter.

Note: Use the Social/Accounts Framework to provide Single Sign-on for users so that they don’t need to enter their username/password for each app.

Explain what each is used for so that the User understand the request.

  • Logging in to LinkedIn and Facebook will enable Org.ly to search for photos of contacts in the library and import them to the app. In the first instance Org.ly will try and get the photos from LinkedIn (from the user’s LinkedIn connections) and if no photo is found then Org.ly will try and find the photos in Facebook (using more fields as allowed by Facebook).
  • Logging in to Twitter will enable the user to Tweet about using Org.ly.

Option to post ‘I’m using Org.ly to manage my contacts and automatically create Org Charts. You should give it a try www.orglyapp.com’ to the user’s social networks.

4.2 Import contacts

  • Import contacts from iPhone contacts into Org.ly.
  • Group Contacts based on name in the Contacts ‘Company’ field.
  • Future - also group contacts based on ‘Category’ for display on a new ‘Category Screen’ (which will look identical to the Company Screen). Category screen will have the option for the user to create their own ‘categories’ or ‘groups’ to enable creation of Org Charts for Project or Matrix teams, family groups, golf club, etc.
  • Display Company groups on ‘Company Screen’.
  • If the Contact already has a photograph in the iPhone Contacts app this should be imported into Org.ly and be displayed in all appropriate screens.

4.3 Database Syncing

  • Org.ly database should be fully two-way synced with the iPhone Contacts database. i.e. any change in iPhone contacts is automatically updated in Org.ly and vice-versa.
  • Sync should be incremental - only changes/updates should be synced and all previously imported contacts should not be imported again.
  • Org.ly should re-sync with the iPhone Contacts database when it opens and when it shuts down.
  • The Company Screen will also have a ‘Sync’ icon to enable the user to manually initiate a sync between Org.ly and the iPhone Contacts database.

4.4 Contact Photograph Import

  • If the Contact does not already have a photo associated with it then Org.ly will attempt to locate and import one from LinkedIn and Facebook.
  • Attempt to import photo from LinkedIn if User has logged in to LinkedIn.
  • If the Contact’s photo is not available from LinkedIn, attempt to import the contact’s photo from Facebook if the User has logged in to Facebook.
  • If no photo is available from either source add Contact’s initials into Picture field for that Contact like Apple do (Contact’s initials in Grey circle).
  • The User will also have the option to manually add a photo for that Contact from the ‘Edit’ section on the ‘Main Contact Screen’.
  • For any Contact that still doesn’t have a photo associated with it, Org.ly will regularly check on LinkedIn and Facebook to see if it can find a photo to import.

5 ‘Company’ screen

  • Carrier, Time and Battery bar visible.
  • Company bar with three options:
    • Refresh - refresh sync between Org.ly and Contacts
    • Settings - links to setting page.
    • Edit - enables editing of Company screen (see below)
  • Search bar.
  • Org.ly automatically sorts imported users into groups based on the Company name specified in Contacts and displays in a scrolling display.
  • Option to add Company Logo via Edit option. Until Logo is added the company initials will be displayed in a grey circle (like Apple contacts).

5.1 Company Scrolling Display

Vertically scrolling screen with the Companies discovered in the Contacts ‘Company’ field listed in alphabetical order.

‘All Contacts’ option as well to allow the user to see all of their contacts in a single place.

‘Unallocated’ option to show which contacts don’t have a Company name specified in the ‘Company’ field.

As each company moves towards the centre it becomes larger, and then goes smaller again as it moves away from the centre.

The scrolling display is a continuous loop - as Z comes up from the bottom of the screen it is followed by A without a break. Scrolling should be as fluid and responsive as Apple’s contacts app.

Swiping left on the Company in the centre ‘magnified’ position take the user to the ‘Contacts Screen’ where the contacts for that company (based on the company field) are displayed.

5.2 Favourites Bar

Initially blank.

Light grey message displayed - ‘Add Contacts to your Favourite List by clicking the Star on the ‘Main Contact Screen’

Favourites added by clicking on the Favourite icon (star) on a contact’s ‘Main Contact Screen’.

Favourite section scrolls left/right to show all Favourite contacts.

The Favourites section at the bottom of the Company Screen shows all of the user’s Favourites.

5.3 Search Bar

Tapping the search bar will bring up the keyboard and allow the user to search for a Company or a Contact.

  • Based on the text entered in the Search bar Org.ly will return any Company or Contact that matches the search.
  • The search is like Spotlight - it returns a list of options that match the search criteria that changes as the user enters more letters. Search returns Company’s at the top, followed by users underneath.
  • If the user has searched for a Company - when the user selects the Company from the search results the ‘All Contacts’ screen for that Company is displayed.
  • If the user has searched for a Contact, when the user selects that Contact from the search results the ‘Main Contact Screen’ for that Contact is displayed.

5.4 Edit Option

Tapping the Edit icon on the top banner in the Company Screen will enable editing of the Company details below. While in Edit mode the top menu changes to display ‘Save’ that the user will need to click in order to save any changes they make.

5.4.1 Company logo

A “+” sign will appear in the current Logo icon to allow a user to add a logo to each contact.

User is given the option of adding a contact from his photo album or using the camera to take a picture.

Once added, the photo is used on the Company Screen as well as on the Main Contact Screen for contacts within that company.

5.4.2 Company name

After tapping the Edit icon the user can tap on the Company Name of the company in the centre of the scrolling screen and they can then change the Company name.

Once the user changes the company name they are given the option of getting Org.ly to change the company name in the ‘company’ field for all contacts within that company.

If the user chooses to have Org.ly update all contacts with the new contact name this change is synced with the iPhone contacts database.

5.4.3 Merge companies

In edit mode the user can touch/hold on one Company group and drag/drop it onto another Company group to merge the two. This is intended to be used to enable the merging of the same company with different spellings of the company name e.g. SLiCK and SLiCK Concepts.

When a user merges two companies Org.ly prompts to ask if the users wants Org.ly to overwrite the Company Name of all contacts to the Company Name the others are being merged with. i.e. if SLiCK is being drag/dropped onto SLiCK Concepts then all contacts currently in the SLiCK group should have their Company Name amended to SLiCK Concepts.

Once the user has completed their edits they click Save.  All changes are then saved, and any changes to the Contacts i.e. new/revised company names, are synced to the iPhone Contacts database.

5.4.4 Future Options

There are a few future options that I would like to ensure are considered during the initial design phase of Org.ly to ensure that they can be easily incorporated in a later phase of the project.

In addition to automatically grouping the contacts that are imported from the iPhone Contacts database based on the Company field, I would also like to provide the option for the User to create a Group, or Category. Once defined the groups would be displayed in exactly the same format as the Company screen with the user selecting the contact they want in the same way.

This would enable the user to create a Project Team that includes a matrix reporting structure but could also be used for personal use with groups like ‘Family’, ‘Golf Club’, etc.  Selecting the ‘Create Group’ option would look a little like the ‘Initial Manager Selection’ screent with the Category name at the top and all contacts below - the user can then drag/drop contacts into the group and Save.

I think that this will need the database to have the ability to include additional ‘Company’ Fields for each contact, allowing the Contact to be included in multiple ‘Companies’ - one actual company and multiple virtual/matrix teams.

6 ‘All Contacts’ screen

  • Carrier, Time and Battery bar visible.
  • Company bar with two options:
    • Title of bar is ‘Company x Contacts’ i.e. Cisco Contacts or Systematix Contacts, depending on which company group has been selected.
    • Back - takes the user back to the Company screen.
  • Search bar

6.1 Contact Scrolling Display

  • Vertically scrolling screen with the Contacts discovered in the selected Company displayed in alphabetical order.
  • As each Contact moves towards the centre it becomes larger, and then goes smaller again as it moves away from the centre.
  • The scrolling display is a continuous loop - as Z comes up from the bottom of the screen it is followed by A without a break.
  • Scrolling should be as fluid and responsive as Apple’s contacts app.
  • Swiping left on the Company in the centre ‘magnified’ position take the user to the ‘Main Contacts Screen’ for that particular Contact.
  • Each Contact has a Call Work, Call Mobile, Text & Email icon depending on the detail each contact has.
  • User can initiate communication in any method for the Contact in the centre position.
  • As each contact gets to the centre position the user is able to make a call, text, etc. by tapping the relevant icon. (The icons on all other contacts can either be present the entire time, or just appear when the contact gets to the centre of the scrolling screen - whichever is easier to code. However, the icons are only ‘active’ for the Contact in the centre position).
  • Call/Text/Email/Video is all done via the standard iPhone apps i.e. Phone, Messages, Facetime, Mail.
  • Swiping left on the Contact in the centre position take the user to the ‘Main Contact Screen’ where the details for that Contact are displayed.
  • Swiping Right on the Contact in the centre ‘magnified’ position takes the user back to the Company screen.

6.2 Search Bar

Tapping the search bar will bring up the keyboard and allow the user to search for a Company or a Contact.

  • Based on the text entered in the Search bar Org.ly will return any Company or Contact that matches the search.
  • The search is like Spotlight - it returns a list of options that match the search criteria that changes as the user enters more letters. Search returns Company’s at the top, followed by users underneath.
  • If the user has searched for a Company - when the user selects the Company from the search results the ‘All Contacts’ screen for that Company is displayed.
  • If the user has searched for a Contact, when the user selects that Contact from the search results the ‘Main Contact Screen’ for that Contact is displayed.

7 Main Contact screen

The Main Contact screen shows the key details for the selected based on the information stored in the Contact database.

  • Carrier, Time and Battery bar visible.
  • Title of bar is the Contact’s Name.
  • Company bar with three options:
    • Home icon - this returns the user back to the Company Screen.
    • Edit - this allows the user to edit the contact’s details or add/remove reports (see below)
  • Back - takes the user back to the previous screen.
 

7.1 Edit - Main Contact Screen

When the user taps the Edit icon they are presented with a display asking if they want to edit the Contact’s details or edit the reports for that Contact.

 

7.1.1 Edit Contact Details

If the user selects ‘Edit Contact’ they are offered the option of editing the current details of the Contact, including:

  • Contact’s photograph
  • Name
  • Title
  • Company
  • Work Phone
  • Mobile Phone
  • Email

Done or Save is shown at the top of the screen for the user to select once all the changes are complete.

Once the user clicks ‘Done’ all changes are saved to Org.ly and synced to the iPhone contacts database.

7.1.1.1 Photo

If the User selects the option to edit the contact’s photo they are given the option to use one from their existing Photos or take a new one using the phone’s Camera.

The new photo is displayed everywhere that the Contact is shown i.e. Main Contact Screen and the Scrolling Contacts screen for the contact’s company.

The photo is synced with the iPhone Contacts database.

7.1.1.2 Other Contact details

Once edited and the user clicks save, the revised details are saved to Org.ly and then synced to the iPhone contacts database.

Clicking ‘Done’ saves all the changes and sync’s with iPhone Contacts database.

The user is then returned to the Main Contact Screen for that contact.

7.1.2 Edit Reports

If the User chooses to edit the reports of the selected Contact the ‘Manager Selection’ screen is displayed.

The Manager Selection screen is displayed with an animation where it rotates clockwise around a vertical axis.

8 Manager selection screen

  • Carrier, Time and Battery bar visible.
  • Title of bar is the Manager Selection.
  • Company bar with one option:
    • Done - this is used when the user has finished adding all of the contact’s reports.

8.1 Manager Selection Screen Layout

The Initial Manager Selection screen has four sections.

  • Manager
  • Reports
  • Report Type
  • All Contacts

8.1.1 Manager

The Contact being edited is placed in the Manager section of the screen (top left).

Also have ‘Create New Contact’ and ‘Add TBH’ icons.

8.1.2 Reports

If the Contact is already identified as the Manager of another contact, that contact is pre-populated in the Reports section.

This section scrolls horizontally to enable the user to see all of the reports assigned to this contact.

Reports are organised in order based on the Report Type, as shown below:

  • Direct Reports
  • Dotted Line Reports
  • Executive Sponsor
  • Executive/Personal Assistant
  • Within each grouping, reports are ordered alphabetically.

8.1.3 Report Type

This section is where the user drops contacts that are to be added as Reports. There are four different report types that the User can select for each contact:

  • Direct Report (displayed with a blue border)
  • Dotted Line Report (displayed with a dotted line blue border)
  • Executive Sponsor (displayed with a green border)
  • Executive/Personal Assistant (displayed with a red border)

8.1.4 All Contacts

This section displays all of the other reports that are in the same Company as the selected Contact. The user will then be able to select one/some of these contacts to be a Report of the contact.

This section scrolls horizontally to enable the user to see the multiple contacts in the company.

8.2 Adding Reports

  • The user scrolls through the contacts in the All Contacts section at the bottom to identify the contact that needs to be added as a Report.
  • The user drag/drops that contact onto one of the four Report Type blocks depending on the type of report they want to add.
  • When the user drops the contact onto the Report Type block they appear in the Reports section above with the appropriate coloured border as specified in the Report Type section above.
  • I would like this transition to be animated - perhaps the contact slowly dissolves from the Report Type section and dissolves into the Reports section? I’m interested in suggestions of what is possible here.

When the first contact has been added as a Report, the user can continue adding contacts using the same process until they have added all the reports for that particular manager.

  • Drag selected Contact on to Report Type icon.
  • Contact disappears from Report Type icon and re-appears in Reports section with appropriate line colour/style depending on Report Type selected.
  • Contacts in bottom scrolling section move to fill the gap left by the Contact that has moved
  • Second Contact is dropped onto selected Report Type icon (in this case, the Dotted Line Report icon)
  • The Contact disappears from the Report Type section and re-appears in the Reports section
  • Contacts in Reports section are arranged alphabetically within each Report Type group
  • Report Type groups are arranged in the order:
    • Direct Report
    • Dotted Line Reports
    • Executive Sponsor
    • Executive/Personal Assistant

8.2.1 Removing a Report

As well as adding reports by dragging/dropping them onto the Report Type section of the screen we also need the ability to remove Reports by dragging/dropping them from the Reports section back down to the All Contacts section.

8.2.2 Adding a New Contact

When the user wants to add a report to a manager who isn’t currently in their contact list they can choose to add a new contact.

To do this they would drag and drop the Add New Contact icon (top right) onto one of the Report Type blocks (Direct, Dotted, etc.)

This will bring up a pop-up where the user can enter the new contact’s details, including:

  • Contact’s photograph
  • Name
  • Title
  • Company
  • Work Phone
  • Mobile Phone
  • Email

Once the user has saved this new contact detail the contact appears in the Reports section of the Manager Selection screen along with the other reports. The new contact is added in the order specified previously.

8.2.3 Adding a ‘To Be Hired (TBH)’

  • When a Manager has an open headcount this can be represented in their Reports by adding a ‘TBH’, or ‘To Be Hired’ icon.
  • To do this they would drag and drop the Add TBH icon (top right) onto one of the Report Type blocks (Direct, Dotted, etc.)
  • A grey Report icon with TBH written in it will then appear in the Reports section for that manager and will subsequently be displayed in the Org Chart for that Manager.

8.2.4 Saving the Manager Selection

Once they have added all of the reports for this contact they select ‘Done’ and Org.ly saves all the changes.

Org.ly then sync’s with the iPhone database, entering the Report’s new manager details into the report’s ‘Manager’ field.

8.3 Future Option

When saving the Manager Selection screen the users is give the option to add another manager.

  • ‘Add another Manager?’ Dialogue box appears. Selecting Yes returns to blank ‘Manager Selection' screen (with no Manager or Reports in the relevant boxes, with all company contacts shown in the Contacts section at the bottom.
  • The Manager Section has the text ‘Drag Manager Here’.
  • Once the user drops a Contact into the Manager section the Report type icons appear and the words ‘Drop Reports on to Report Type below’ appear in the Reports section.
  • The user then drags/drops the Manager into the top section first, followed by Reports into the Report Type section as described above.
  • 'No' selected and the display then shows Main View (see below) for current selected Manager with Reports Film Strip.

9 Main Contact Screen with Org Chart functionality

Once Reports have been added to the Main Contact screen as described above the Main Contact Screen looks like the example below and takes on additional functionality associated with the Organisation Chart associated with this Manager.

Swipe Down () to show the Manager of the current contact. Current manager drops to Film Strip, his Manager takes centre position and other reports then wipe in from the right with a bounce.

Swipe Left () to show rendered Org Chart (automatically created based on Manager/Report information in Org.ly as selected by the user in the Manager Selection screen), then swipe up/down (⏫⏬) for the different layouts. (See Org Chart section 10)

Swipe up () on an Individual Report in the Film Strip to bring that level up - report becomes main window focus and Reports Film Strip changes to show their reports. Each report in the scrolling Report section can be swiped individually to bring up that specific user into the Main Contact screen.

Swipe right () on any screen to return to All Contacts screen for the current company.

9.1 Animation:

Main contact wipes up () from bottom then Film Strip wipes in from right () with a bounce. Swiping up on contact in Film Strip has the same effect - their reports wipe left  () into Film Strip with bounce.

10 Org Chart Layouts:

Swipe left () from Main Contact screen to show Org Chart layout options for that manager.

Org Chart view should show in Landscape but not rotate when the phone is turned. Should also be pinch/zoomable.

Org Chart is automatically generated based on the hierarchy in the Org.ly Contacts database.

 
 

Auto arrange into predefined Org Chart styles.

  • Block or Photo layout
  • Block with text
  • Block with Photo and text
  • Photo only (round)
  • Photo plus text (round with text under)

Some Org Chart styles (four) will be included in Org.ly, with some additional styles provided as an In-App Purchase.

More details on Org Chart styles will be provided.

Swipe up/down (⏫⏬) for the different org chart layouts.

Note: while the Org Chart layout is dynamically generated, the output itself is fixed i.e. not dynamic. The Org Chart will be exported as a jpg or png (which is best definition?) scaled for A4 (or whatever is selected in Global Settings).

10.1 Org Chart Options

Org Chart options are set in Global Settings screen (not shown)

What to display on Org Chart

            First Name, Last Name, Job Title

Page size for Exporting

            Powerpoint On-Screen Display (4:3 or 16:9)

            A4, US Letter

Number of Levels to have in Org Chart (one or two)

Levels here refers to the number of levels of reports under the manager. The people that report directly to the manager are his Level 1 reports. The staff that report to his Level 1 reports are Level 2 reports from the original manager.

For the Org Chart the user can select if they want to see just the Manager and their Level 1 reports, or whether they want to see the Manager and both Level 1 and Level 2 reports.

We will need to work on the logic for how this is displayed so that we ensure we get a good image for all possible scenarios of Org structure. I'm doing some work on this over the next week and and using a lot of different real-world examples so that we can use these to help us work out the display logic.

It may be, for example, that when the user selects to display Level 2 reports in the Org Chart that there are too many contacts to fit onto the display and still keep it legible. In which case we will need to put a message up to say that there are too many reports to display and then just display the Manager and his Level 1 reports. After all, if the user wants to see the Level 2 reports they can simply select a Level 1 contact to see their reports.

10.2 Export/Printing:

On Org Chart layout page, the Export button brings up the following options:

  • Export as Image via email
  • ‘Open In’ (how do we define which apps will appear in this list?)
  • Future: Print via AirPrint
  • Future: ‘Save As’ pdf or .jpg to Box, Google Drive, DropBox, Evernote

11 App Review

Org.ly should regularly ask the user to leave feedback on the App Store.

Do you have a recommendation on which is the best method to achieve this?

Have you experience with Apptentive or Appirator

I like Apptentive’s approach of the simple ‘Do you love Org.ly?’ prompt, but am happy to take guidance on the best solution.

12 Global Settings page

Connected Accounts - LinkedIn, Facebook, Twitter

Future: Box, Dropbox, Google Drive, Evernote, etc.

What to display on Org Chart

            First Name, Last Name, Job Title

Page size for Exporting

            Powerpoint On-Screen Display (4:3 or 16:9)

            A4, US Letter

Number of Levels to have in Org Chart (one or two)

13 Backup

The contacts, their reports/managers, etc. need to be backed up so that the user doesn’t lose any information.

While iCloud will backup the User’s Contacts from the iPhone Contact database I would prefer to have all of the users data backed-up directly from Org.ly to a hosted service.

The backup should be stored under each user’s username.

The structure used to store the user data in the database should, where possible, be structured in such a way to enable the future collaboration option (section 15.7).

Future - In the future I would like to have the data saved on a cloud storage solution like Box, Dropbox, etc. so that we can then enable team collaboration around a company’s contacts.

14 Analytics

I would like to have analytics on how the users are using Org.ly

  • How many times are they opening it
  • How many contacts do they have in it
  • How many Manager/Reports have they aligned
  • Which pages are the most popular
  • Dwell time on each page
  • others

Note: I am interested in your ideas around what else might be useful/possible to report on.

15 Future feature options

There are a few future options that I would like to ensure are considered during the initial design phase of Org.ly to ensure that they can be easily incorporated in a later phase of the project.

15.1 Splitting Org.ly into two apps

Contact.ly - the Contact Management part of Org.ly without the option of adding Reports, Org Charts, etc. This will allows me to market two apps instead of one. The idea here is that if the scrolling contact list interface is as good as I hope then I think there is a market for a 'fancy' Contacts app.

Contact.ly is purely focussed on being a Contact Management app with a unique scrolling interface. Org.ly adds the ability to create Org Charts.

This would be done once Org.ly is complete so that the majority of the code required for Contact.ly is already written.

App #1: Org.ly

  • Contact Management and Org Chart creation.
  • Everything as explained in this Org.ly Specification document.

App #2: Contact.ly

  • Contact Management only - no Org Chart capability.
  • Everything in this Org.ly Specification document up to section 7.1.
  • In section 7.1 the option to edit Reports will be removed.
  • 7.1.1 Stays
  • 7.1.2 Removed
  • Sections 8, 9 & 10 removed
  • 11 - Stays
  • 12 - all Org Chart related elements removed.
  • 13 - Stays, but with less data being backed up
  • 14 - Stays
  • 15 - Futures section - 15.1 and 15.3 now become launch features. All other future options are removed.

 

15.2 Sales Profiling

Org.ly will also support Sales Profiling within the app, generating the colour coded Org Chart to identify supporters/enemies, etc. defined in all major Account Planning courses such as Pfizer, Target Account Selling, Powerbase, etc.

It is envisaged that this will be enabled via an In App Purchase.

Sales Profiling allows the user to categorise their contacts in five different ways.

· Neutral

· Supporter

· Champion

· Non Supporter

· Assassin

 

In the Edit Contact section I want to be able to select one of these Profiles for each contact. On the Main Contact screen I would expect this to be displayed as a coloured bar underneath their photo, with each profile having a different colour (colour to be defined).

This colour coding also flows through to the Org Chart where the colour bar would appear on the bottom edge of the box displaying the contact.

There is no need to search on this information - it is purely a visual indicator.

15.3 Category or Group Creation

In addition to automatically grouping the contacts that are imported from the iPhone Contacts database based on the Company field, I would also like to provide the option for the User to create a Group, or Category. Once defined the Category groups would be displayed in exactly the same format as the Company screen with the user selecting the contact they want in the same way.

This would enable the user to create a Project Team that includes a matrix reporting structure but could also be used for personal use with groups like ‘Family’, ‘Golf Club’, etc.  Selecting the ‘Create new category’ option would look a little like the ‘Initial Manager Selection’ screen with the Category name at the top and all contacts below - the user can then drag/drop contacts into the group and Save.

I think that this will need the database to have the ability to include additional ‘Company’ Fields for each contact, allowing the Contact to be included in multiple ‘Companies’ - one actual company and multiple virtual/matrix teams.

15.4 Add Another Manager?

When saving the Manager Selection screen the users is give the option to add another manager.

  • ‘Add another Manager?’ Dialogue box appears. Selecting Yes returns to blank ‘Manager Selection' screen (with no Manager or Reports in the relevant boxes, with all company contacts shown in the Contacts section at the bottom.
  • The Manager Section has the text ‘Drag Manager Here’.
  • Once the user drops a Contact into the Manager section the Report type icons appear and the words ‘Drop Reports on to Report Type below’ appear in the Reports section.
  • The user then drags/drops the Manager into the top section first, followed by Reports into the Report Type section as described above.
  • 'No' selected and the display then shows Main Contact screen for current selected Manager with Reports Film Strip.

15.5 Export/Printing

On Org Chart layout page, the Export button brings up the following options:

  • Future: Print via AirPrint
  • Future: ‘Save As’ pdf or .jpg to Box, Google Drive, DropBox & Evernote

15.6 Backup/Storage

Future option to use Box, Dropbox, Google Drive, etc. for backup/storage of Org Charts.

15.7 Collaboration of Contact Management within teams

  • Future option to enable collaboration between team members using Box/DropBox/Drive as the central contact database to facilitate this.
  • The contact database for a specific company, enabled on a company name basis, can be shared with specific users so that they can all add contacts, edit the Manager/Reports, etc. for the contacts within that company with all changes shared with all of the other users with access rights to that contact database.

Here I am interested in enabling team collaboration around the contacts within a particular Company so that multiple team members are able to update the contact’s details, report information, etc. and have that information shared with other team members.

The way I envisage this happening is that the Org.ly Contact database is stored on a Cloud Storage solution like Box or Dropbox. Once stored, the user is able to select another Org.ly user that is able to use this database for their own contacts. All of the user's contacts are synced to this cloud storage solution and so whenever an Org.ly user updates a Manager/Report relationship, contact's phone number, etc. it is automatically synced will all other approved users.  This is a little like working on a collaborative document in Google Docs, etc.

I am not expecting Org.ly or Systematix to have to provide the Cloud Storage - I am expecting the Org.ly user to have an account with Box, Dropbox, Google Drive, etc. and we just use their storage space. The user will clearly need to log in to Box, etc. via the app to enable us to store the Org.ly database there.

To make this work I assume that we will need to include an Org.ly Registration page on first opening of the app so that we have a database of all registered Org.ly users so that we can allow them to invite other users to share the Company data - and if they want to share it with someone that doesn't have Org.ly then we will need to send the new user an invitation email asking them to get the app.

The use case for this is where there is a team working on the same customer - this will enable the entire team to share and collaborate on the organisational structure for their customer.

Note - sharing would need to be done on a customer by customer basis and so would be selected and initiated from the Company screen.