Challenge Summary
Welcome to the “GE - Pledge Tool Admin Design Challenge”. We just recently completed the design for the front-end/employee view for our new Pledge Tool. We now need to plan and design the Admin interface for managing the Pledge Tool!
In this challenge we are looking for you to understand how the Pledge Tool works and to create a administrative interface that will allow us to manage and create additional "Pledge Campaigns" in the future.
The GE Pledge tool allows GE Employees to search, find and give to local charities they believe in. We are now focused on the GE Admin User and their ability to manage the pledge tool, manage pledge campaigns, manage campaign marketing/branding and to generate campaign reports.
If you are not familiar with "Admin" planning and design make sure to do your research and look at existing Admin/CMS experiences like Wordpress, Django, Joomla, Contentful.
Let us know if you have any questions!
This competition will be run as a two-round challenge.
Round One (1)
Submit your initial design for a checkpoint feedback:
Admin: Screens:
1) User Management & Roles
2) Employee List and Features
4) Create Campaign Flow and Features
- As part of your checkpoint submission, you must upload your submission to Invision or Marvelapp so we can provide direct feedback on your designs.
- Please ask for an Invisionapp or Marvelapp prototype link
- Make sure to include a URL/Link to your design within your "notes.txt".
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
All Admin Screens
1) User Management & Roles
2) Employee List and Features
3) Email / Communication Features
4) Create Campaign Flow and Features
5) Reporting
- As part of your final submission, you must upload your submission to Invision or Marvelapp so we can provide direct feedback on your designs.
- Please ask for an Invisionapp or Marvelapp prototype link
- Make sure to include a URL/Link to your design within your "notes.txt".
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
The purpose of this application is to track and manage pledges for multiple annual charity campaigns. The application will allow charity campaign leaders, captains and co-captains to add, edit and manage their campaigns, collect eligible employee pledges, provide campaign status reports and manage disbursements to the relevant charities.
Things to think about
- We are looking for a nice clean and modern admin experience. An Admin needs to be able to easily create, edit and manage their campaigns.
- Review and learn the provided "Employee" interface to see the different areas of the site that make up a campaign.
Admin Flows
We need you to design the following flows/scenarios:
1) User Management & Roles
The Admin view will manage and control access and user roles
- Super Admin can create new Admins
- Super Admin can create Campaign Leaders Level 1 and 2
- Campaign Leaders Level 1 can create Campaign Leaders Level 2 etc.
Roles
-- Admin/Super Admins
-- Campaign Leaders Level 1
-- Campaign Leaders Level 2-3 – manage the hierarchy of Eligible Employees and a group of solicitors
-- Campaign Leaders Level 4 – manage a group of Eligible Employees
-- Hierarchy Admin
-- Eligible Employees – make pledges to the campaign
Additional Details
2) Employee List and Features
The Admin view will show a list of active employees
- The Admin can search and filter employees by geography and business
- Important: The Admin/Campaign Leaders can create sublists to be used/associated/linked to a campaign
- The Admin can view details about contribution award levels/societies
- Employees can be moved between campaigns
- Filter Criteria (see attachment)
3) Email / Communication Features
The Pledge system must have the ability to send emails to Eligible Employees. It will be able to maintain Eligible Employees privacy, and will be able to be grouped according to the hierarchy defined by Campaign Leaders and sent to: all Eligible Employees, Eligible Employees that HAVE Pledged, and Eligible Employees that HAVE NOT Pledged (keeping in mind that $0 is a valid Pledge).
Admins will be able to send email to:
-- All in their hierarchy
-- Those who have participated (but Campaign Leader does not see names)
-- Those who have not yet participated (but Campaign Leader does not see names)
-- Email should come from the Campaign Leader (their email address) – provides personal touch
-- Can be overwritten with another name / email address (send on behalf of executive, for example)
-- Email must protect participant privacy – does not show who has donated, or what they have donated
Select templates for Campaign Leaders to use:
-- Defined by Campaign Leader Level 1
-- Templates should have a subject line and the body of the message
4) Create Campaign Flow and Features
This is the key feature of the application. Note how creating a campaign drives the process and related items to a campaign. Think of an Admin easily going through and creating a Campaign and the steps (wizard?) and inputs.
Existing
- Users can see a list of existing, previous campaigns
- User can select to copy an existing campaign
Super Admin: Creating a New Campaign
- Create a new campaign
- Create a name for the campaign
- Define Campaign Leaders Level 1 (one for each campaign, who they are)
- Assign an employee list to the Campaign
- Select if the Campaign is for a single charity or many (this determines if the user can search/find additional charities during the pledge process)
- If the Campaign allows for many Charities the Super Admin can assign Charities to the campaign
- If the Campaign allows for many Charities the Super Admin can select the priority/main campaign Charity
- If the Campaign is for a single Charity then the "Charity Search" is turned off
- Start/Stop button for the campaign
Campaign Leaders Level 1: New Campaign
-- Can edit/create a name for the campaign
-- Define the Campaign Leaders Level 2 (how many, who they are, no limit)
-- Assign an employee list to the Campaign
Campaign CMS Items (Double Check Employee View)
-- Upload campaign logo
-- Text for homepage/branding (see Employee view)
-- Define Email Templates
-- Define how many levels in local Campaign (maximum = 4)
Define whether Special Proceeds for the local Campaign is allowed (no limit on the number of Special Proceeds events)
- Name of Special Proceeds Event (example: softball tournament, eAuction, etc.)
- Leader of Event
- Donations received roll up to the local Campaign
Define donation Leadership Levels (level 0 is non-leadership level, levels 1-4 are optional)
- Name of donation Leadership Levels
- Logo/image/branding for donation Leadership Levels
- Overall $ range for donation Leadership Levels (example: Toqueville starts at $10,000 – how to determine range/threshold if based on % not $)
- Lists of benefits for donation Leadership Levels
Donation Leadership Levels: If it a step-up campaign
- how many step levels within the donation Leadership Levels
- $ or % for step levels
- Define step increase for the Leadership Levels
- Determine step increase suggestion (%) for level 0 for subsequent years
5) Reporting
An Admin user should be able to run reports/see data based on current and past campaigns.
- No user can see line level information i.e. Individual employee pledge details in any reports should not be seen.
Reporting functionality
-- Reporting of all campaign activities including participation, pledges made, level benefits earned
-- Comparison of current year’s campaign to previous years.
-- Leadership level
-- Employee Name
-- Only employee who have opted for released the person information.
-- Report on couple contribution data
-- Report on specific charity contribution
-- Report list based on Leadership Level
-- Report should be extractable in CSV/Excel file.
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
- Focus on the user experience! Focus on the navigation experience. Keeping consistent visual elements - from signal, to understanding, to action.
Screen Sizes:
- We are looking for desktop views of the Pledge Tool Admin
- Specific screen sizes: Desktop.
- Make sure you create graphic in 'shape' format, so when we resize graphics everything will still look sharp!
Branding/Colors
- Follow the branding and colors of GE.
- See provided Design
Supporting Documents:
- Admin Requirements
- Existing Employee View
Target Audience:
- GE Pledge Tool Campaign Admins
Judging Criteria:
- How well you plan the "Admin" experience and capture your ideas visually.
- Overall design, UI and user experience.
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 Desktop PNG/JPG Screens. PSD source 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.
In this challenge we are looking for you to understand how the Pledge Tool works and to create a administrative interface that will allow us to manage and create additional "Pledge Campaigns" in the future.
The GE Pledge tool allows GE Employees to search, find and give to local charities they believe in. We are now focused on the GE Admin User and their ability to manage the pledge tool, manage pledge campaigns, manage campaign marketing/branding and to generate campaign reports.
If you are not familiar with "Admin" planning and design make sure to do your research and look at existing Admin/CMS experiences like Wordpress, Django, Joomla, Contentful.
Let us know if you have any questions!
Round 1
CHALLENGE FORMATThis competition will be run as a two-round challenge.
Round One (1)
Submit your initial design for a checkpoint feedback:
Admin: Screens:
1) User Management & Roles
2) Employee List and Features
4) Create Campaign Flow and Features
- As part of your checkpoint submission, you must upload your submission to Invision or Marvelapp so we can provide direct feedback on your designs.
- Please ask for an Invisionapp or Marvelapp prototype link
- Make sure to include a URL/Link to your design within your "notes.txt".
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
Round 2
Final design plus checkpoint feedback:All Admin Screens
1) User Management & Roles
2) Employee List and Features
3) Email / Communication Features
4) Create Campaign Flow and Features
5) Reporting
- As part of your final submission, you must upload your submission to Invision or Marvelapp so we can provide direct feedback on your designs.
- Please ask for an Invisionapp or Marvelapp prototype link
- Make sure to include a URL/Link to your design within your "notes.txt".
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).
The purpose of this application is to track and manage pledges for multiple annual charity campaigns. The application will allow charity campaign leaders, captains and co-captains to add, edit and manage their campaigns, collect eligible employee pledges, provide campaign status reports and manage disbursements to the relevant charities.
Things to think about
- We are looking for a nice clean and modern admin experience. An Admin needs to be able to easily create, edit and manage their campaigns.
- Review and learn the provided "Employee" interface to see the different areas of the site that make up a campaign.
Admin Flows
We need you to design the following flows/scenarios:
1) User Management & Roles
The Admin view will manage and control access and user roles
- Super Admin can create new Admins
- Super Admin can create Campaign Leaders Level 1 and 2
- Campaign Leaders Level 1 can create Campaign Leaders Level 2 etc.
Roles
-- Admin/Super Admins
-- Campaign Leaders Level 1
-- Campaign Leaders Level 2-3 – manage the hierarchy of Eligible Employees and a group of solicitors
-- Campaign Leaders Level 4 – manage a group of Eligible Employees
-- Hierarchy Admin
-- Eligible Employees – make pledges to the campaign
Additional Details
2) Employee List and Features
The Admin view will show a list of active employees
- The Admin can search and filter employees by geography and business
- Important: The Admin/Campaign Leaders can create sublists to be used/associated/linked to a campaign
- The Admin can view details about contribution award levels/societies
- Employees can be moved between campaigns
- Filter Criteria (see attachment)
3) Email / Communication Features
The Pledge system must have the ability to send emails to Eligible Employees. It will be able to maintain Eligible Employees privacy, and will be able to be grouped according to the hierarchy defined by Campaign Leaders and sent to: all Eligible Employees, Eligible Employees that HAVE Pledged, and Eligible Employees that HAVE NOT Pledged (keeping in mind that $0 is a valid Pledge).
Admins will be able to send email to:
-- All in their hierarchy
-- Those who have participated (but Campaign Leader does not see names)
-- Those who have not yet participated (but Campaign Leader does not see names)
-- Email should come from the Campaign Leader (their email address) – provides personal touch
-- Can be overwritten with another name / email address (send on behalf of executive, for example)
-- Email must protect participant privacy – does not show who has donated, or what they have donated
Select templates for Campaign Leaders to use:
-- Defined by Campaign Leader Level 1
-- Templates should have a subject line and the body of the message
4) Create Campaign Flow and Features
This is the key feature of the application. Note how creating a campaign drives the process and related items to a campaign. Think of an Admin easily going through and creating a Campaign and the steps (wizard?) and inputs.
Existing
- Users can see a list of existing, previous campaigns
- User can select to copy an existing campaign
Super Admin: Creating a New Campaign
- Create a new campaign
- Create a name for the campaign
- Define Campaign Leaders Level 1 (one for each campaign, who they are)
- Assign an employee list to the Campaign
- Select if the Campaign is for a single charity or many (this determines if the user can search/find additional charities during the pledge process)
- If the Campaign allows for many Charities the Super Admin can assign Charities to the campaign
- If the Campaign allows for many Charities the Super Admin can select the priority/main campaign Charity
- If the Campaign is for a single Charity then the "Charity Search" is turned off
- Start/Stop button for the campaign
Campaign Leaders Level 1: New Campaign
-- Can edit/create a name for the campaign
-- Define the Campaign Leaders Level 2 (how many, who they are, no limit)
-- Assign an employee list to the Campaign
Campaign CMS Items (Double Check Employee View)
-- Upload campaign logo
-- Text for homepage/branding (see Employee view)
-- Define Email Templates
-- Define how many levels in local Campaign (maximum = 4)
Define whether Special Proceeds for the local Campaign is allowed (no limit on the number of Special Proceeds events)
- Name of Special Proceeds Event (example: softball tournament, eAuction, etc.)
- Leader of Event
- Donations received roll up to the local Campaign
Define donation Leadership Levels (level 0 is non-leadership level, levels 1-4 are optional)
- Name of donation Leadership Levels
- Logo/image/branding for donation Leadership Levels
- Overall $ range for donation Leadership Levels (example: Toqueville starts at $10,000 – how to determine range/threshold if based on % not $)
- Lists of benefits for donation Leadership Levels
Donation Leadership Levels: If it a step-up campaign
- how many step levels within the donation Leadership Levels
- $ or % for step levels
- Define step increase for the Leadership Levels
- Determine step increase suggestion (%) for level 0 for subsequent years
5) Reporting
An Admin user should be able to run reports/see data based on current and past campaigns.
- No user can see line level information i.e. Individual employee pledge details in any reports should not be seen.
Reporting functionality
-- Reporting of all campaign activities including participation, pledges made, level benefits earned
-- Comparison of current year’s campaign to previous years.
-- Leadership level
-- Employee Name
-- Only employee who have opted for released the person information.
-- Report on couple contribution data
-- Report on specific charity contribution
-- Report list based on Leadership Level
-- Report should be extractable in CSV/Excel file.
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
- Focus on the user experience! Focus on the navigation experience. Keeping consistent visual elements - from signal, to understanding, to action.
Screen Sizes:
- We are looking for desktop views of the Pledge Tool Admin
- Specific screen sizes: Desktop.
- Make sure you create graphic in 'shape' format, so when we resize graphics everything will still look sharp!
Branding/Colors
- Follow the branding and colors of GE.
- See provided Design
Supporting Documents:
- Admin Requirements
- Existing Employee View
Target Audience:
- GE Pledge Tool Campaign Admins
Judging Criteria:
- How well you plan the "Admin" experience and capture your ideas visually.
- Overall design, UI and user experience.
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 Desktop PNG/JPG Screens. PSD source 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.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.