John Hancock - Project Coeus Admin Functionality Design Challenge

Welcome to John Hancock – Project Coeus Admin Functionality Design Challenge!

Currently, various JH business units within the US Division have their own risk assessment process.  Some business units are more advanced than others. The process involves assessing the risks of many functions and reporting on results.

Background Information:
A standardized Processes and Controls Assessment Tool has been developed to be used across US Division Operations. The Business Areas impacted include Annuities, Insurance (Life and LTC), JHSS, RPS and Shared Services. The purpose of the tool developed is to capture and assess the various processes, risks and controls across operations.

Round 1

Submit your design for checkpoint feedback:
- Admin Functionality 1 – Data Change Functionality.
- Admin Functionality 2 – Approval of Additional Categories.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).

Round 2

Final design plus checkpoint feedback:
- Admin Functionality 1 – Data Change Functionality.
- Admin Functionality 2 – Approval of Additional Categories.
- Admin Functionality 3 – Approval of assessment.
- Admin Functionality 4 – Data Import Functionality.
- If you have time - please provide us with a click map for your design.
- Readme.jpg: Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).

Challenge Description:
The tool has three roles: User, Approver, and Administrator. The user and Approver sections of the tool has been developed and will be provided as an input to build the admin functionality. The goal of this challenge is to add the “administrator” functionality in the existing tool.

These business requirements support the administrator functionality role with the tool.

Branding Guidelines:
Branding Guideline (The_Brand_Book-2.pdf).

Target devices:
- Desktop: Width of 1280px and height as required.

Supporting Documents:
- Existing Tool prototype.
-- To access demo site use:
---- User: studio
---- Pass: GGugBsLG
-- To access the prototype:
---- Username: owner 
---- Password: password
- Table Data Format (Approvals)_042016.xls
- Table Data Format (BU Info and Drop-Down Selections)_042016.xls
- Table Data Format (Functional Area section)_042016.xls
- Table Data Format (KPI-SLA,Training,BCP,RM,IS and DPsection)_042016.xls

Design Requirements:
All submissions must include:
- Adherence to the provided color palette & style guide.
- Adherence to the UX (user experience) outlined in the included wireframes.

Required Sections:
- Please refer to prototype before starting the design of your solution.
Admin Functionality 1 – Data Change Functionality
1- Allow the ability to add, edit or delete the existing drop-down lists in the Business Unit Info section:
- Business Unit.
- Product.
- Department.
- Department Head/Business Lead.
- Functional Area Owner.
- Functional Area.
-  (These selection fields are tailored to each Business Unit)
The data/selection fields are captured in Table Data Format (BU Info and Drop-Down selections) document (attached) BU Info Tab.

2- Allow the ability to add, edit or delete the existing drop-down lists in the Business Unit Info section:
- In what site(s) is the function performed?
- Assessment Type
- Assessment Status
The data/selection fields are captured in Table Data Format (BU Info and Drop-Down selections) document (attached) Drop Down Selection tab.

3- Allow the ability to add, edit or delete the existing drop-down lists in the Function Modifications section:
- Change Type.
The data/selection fields are captured in Table Data Format (BU Info and Drop-Down selections) document (attached) Drop down selection Tab.

4- Allow the ability to add, edit or delete existing free-form and drop-down lists in the KPI’s/SLA’s section:
- Category
- Key Performance Indicators
- Service Levels
The data/selection fields are captured in Table Data Format (KPI-SLA, Training, BCP, RM,  IS,DP) document (attached).

5- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Functional Area Processes section:
- Core Process.
- Sub-Processes.
- Risks.
- Controls.
- Likelihood of Occurrence.
- Control Trigger.
- The data/selection fields are captured in Table Data Format (Functional Area Section) document (attached).
- Note: There should be one table of Controls for each Core Process within the Functional Area Processes section.

6- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Corporate & Divisional Training section:
- Curriculum.
- Risks.
- Controls .
- The data/selection fields are captured in Table Data Format (KPI-SLA,Training,BCP,RM,IS,DP) document (attached).
- Note: There should be one table of Controls for the Corporate & Divisional Training section.

7- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Business Continuity & Disaster Recovery section:
- Processes.
- Risks.
- Controls.
- The data/selection fields are captured in Table Data Format (KPI-SLA, Training, BCP, RM, IS, DP) document (attached).
- Note: There should be one table of Controls for the Business Continuity & Disaster Recovery section.

8- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Records Management section:
- Processes.
- Risks.
- Controls.
- The data/selection fields are captured in Table Data Format (KPI-SLA, Training, BCP,RM, IS,DP) document (attached).
- Note: There should be one table of Controls for the Records Management section.

9- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Information Security section:
- Processes.
- Risks.
- Controls.
The data/selection fields are captured in Table Data Format (KPI-SLA, Training, BCP,RM, IS, DP) document (attached).
- Note: There should be one table of Controls for the Information Security section

10- Allow the ability to add, edit or delete existing free-form and drop-down lists in the Data Privacy & Protection section:
- Processes.
- Risks.
- Controls.
- The data/selection fields are captured in Table Data Format (KPI-SLA, Training, BCP,RM, IS,DP) document (attached).
- Note: There should be one table of Controls for the Data Privacy & Protection section.

11- Allow the ability to add, edit or delete all remaining existing drop-down lists throughout the tool:
- Risk Impact
- Control Frequency
- Control Design
- Testing & Frequency
- Key Controls Maturity
The data/selection fields are captured in Table Data Format (BU Info and Drop-Down selections) document (attached) Drop Down Selection tab.

Admin Functionality 2 – Approval of Additional Categories:
1- Users have the ability to add additional Categories, Key Performance Indicators, Service Levels, Core Processes, Processes, Curriculums, Sub-processes, Risks and Controls via free-form functionality that are immediately incorporated into the existing assessment.
2- Admin should have the ability to approve additional Categories, Key Performance Indicators, Service Levels, Core Processes, Sub-processes, Processes, Curriculums, Risks and Controls prior to them becoming part of the free-form/drop-down lists for future assessments.
3- All “add-ons” should feed to a specific data table.
4- Admin role needs to be notified of “add-on”.
5- Admin role needs the ability to add/change/delete the “add-on”.

Admin Functionality 3 – Approval of assessment:
There are three levels of Approval for each assessment performed:
A- Functional Area Owner Approval.
B- BU Risk Management Approval.
C- Divisional Risk Management Approval.

1- Functional Area Owner approval is determined by the Department Head/Business Lead and Functional Area Owner selected in the Business Unit Info section of the tool (only 1 person needs to approve)
2- BU Risk Management approval is determined by the Business Unit selected in the Business Unit Info section of the tool (only 1 person needs to approve).
3- Divisional Risk Management approval is the same for all business units (only 1 person needs to approve)

For names of approvers who can approve as a functional area owner /Risk management approver/Divisional risk management approver please see table :Table Data Format(Approvals)

Admin Functionality 4 – Data Import Functionality:
1- Allow the ability to import a large amount of data for Categories, Key Performance Indicators, Service Levels, Core Processes, Sub-processes, Processes, Curriculum, Risks and Controls within each section.

Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance

Target audience:
- John Hancock employees.

Judging Criteria
- Interpretation and Adherence to the John Hancock Branded look
- Adherence to the user flow outlined in the wireframes

Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Submit JPG/PNG for your submission files.

Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.

Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback. See more information about Final Fixes.