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Content

  1. Passwords 

  2. Documentation

  3. Assets

  4. Design System 

  5. Projects 

  6. Final notes 

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Name 

URL 

Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#DEEBFF

Burrow Documentation

Burrow Retention CTA Research Documentation 

https://mgdesign-cc.notion.site/Retention-CTA-04c566ba22254095a2a6f1a156f7e919  

Burrow Portal Research Documentation 

https://mgdesign-cc.notion.site/The-Portal-a927b22b66df4cfb82f828b42ed14eb2  

Burrow Portal Status Update Research Documentation 

https://mgdesign-cc.notion.site/Portal-Status-Update-3fa1b7d6eed14515a8f604f12bf57635  

Burrow Portal Biometric ID Verification Research Documentation 

https://mgdesign-cc.notion.site/Portal-Biometric-ID-Verification-59452ac859ae4ec680d6d046df7026ef  

Burrow Portal Open Banking Research Documentation 

https://mgdesign-cc.notion.site/Portal-Open-Banking-83533703b4a54112b3ba074e34e3d934  

Burrow Portal Messaging Research Documentation 

https://mgdesign-cc.notion.site/Portal-Messaging-1dc05d5ffc454059a63a3ab77b88c8bf  

Burrow Videos 

https://mgdesign-cc.notion.site/Burrow-Videos-806ca1667dac4987b74bc3208c2c3bd1  

Burrow Onboarding Analysis Research Documentation 

https://mgdesign-cc.notion.site/Onboarding-v0-2-263727762a384dd5ae2d81047fc72867  

Burrow Comments/Notes Feature Research Documentation 

https://mgdesign-cc.notion.site/Portal-notes-comments-e52880b005354486b173f1412698cd1b  

Burrow Audit 

https://mgdesign-cc.notion.site/Burrow-audit-7ac89c44a09a4a61867611bf484ee993  

Burrow Retention Research Documentation 

https://mgdesign-cc.notion.site/Retention-Admin-Dashboard-2d83a096b19d4280a73c153914f65266  

Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#DEEBFF

Apprivo Documentation

Apprivo Client Portal UX/UI Audit 

https://mgdesign-cc.notion.site/Apprivo-Client-Portal-UX-UI-Audit-5fcf6381450f4efb96ea51d7d91c4192  

Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#DEEBFF

CRM Documentation

CRM Fact Find Redesign notes 

https://mgdesign-cc.notion.site/Fact-Find-Redesign-notes-551f386b0a194f38b005c7369145c56c  

CRM Design Improvements notes 

https://mgdesign-cc.notion.site/UX-improvements-within-CRM-d744693f8e174a7ca8cd5afa6eed1c8c  

CRM Forms research & Guidelines

https://mgdesign-cc.notion.site/Forms-research-Guidelines-095b293c05bc4ce0b365cf61e3d583b1

Fact Find Documentation

https://www.figma.com/file/5BXe5BtM3cJyIRNe7CHzpJ/Fact-Find---FINAL?node-id=2154%3A61790&t=6yb5mpF6duTKdsKE-1

Product Panels walk-throughs

Product Panels walk-throughs

Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#DEEBFF

Other

Product Design Interviews notes (for PD role) 

https://mgdesign-cc.notion.site/Burrow-Design-Interview-7fbfebd48583469589b3681d33c91792  

Figma guidance videos

Figma

3. Assets

All assets are located across Sharepoint, Onedrive and others.

Asset

Project

URL

Final Video, Previous versions, Source files

Intermediary Manager

IM Video 

Final Video, Previous versions, Source files

Mortgage & Savings App

https://dprconsultingltd.sharepoint.com/:f:/s/GroupMarketing/EvsqWMI1UKtPicJs5t9av9UB23IabrGKt2BPMJCilXsLPg?e=IaVjlO  

Final Video, Previous versions, Source files

Burrow

Product Videos

Legacy Sketch Design Files

Burrow

Burrow Design

4. Design System

Replacing icons in the Design System

Panel
panelIconId1f4f9
panelIcon:video_camera:
panelIconText📹
bgColor#FFFAE6

Video recording

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  1. Check every icon that is used within the component

  2. To do it, simply select an icon, and “Go to main component”. If the main component is still Ant Design, it means it has to be replaced.

  3. Find the corresponding icon from in the font awesome library

  4. Update the main component with font awesome icon (video tutorial)

  5. Move the updated component to Font Awesome icons artboard, and leave the old one (detached from the component) in Ant Icons artboard for reference

  6. Make sure that it worked properly and the icon has been replaced in the components

...

Adding new icons to the Design System

Panel
panelIconId1f4f9
panelIcon:video_camera:
panelIconText📹
bgColor#FFFAE6

Video recording

...

All the conditions above must be met in order to be able to switch property within other components, and keep the structure clean

...

Maintaining icons in the DS

As updating icons across the DS is gonna take some time, I’ve decided to keep 2 artboards in Icons page.

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Blanked icons above each component are just old Ant icons for reference, and they are not linked to anything. They can be removed anytime. If there’s no icon above a component, it means that the icon has been added to the DS and had no equivalent in Ant.

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Design System component updates

In the Pages menu - ✅ icon next to a page title means that the page has been aligned to the Finova brand style. It means that if in the future you want to use a component from a page that hasn’t been updated yet - you will need to do this by yourselves, because it still has the initial Ant DS style

  • All fonts have been updated automatically so most likely you don’t need to worry about it, but it is still worth to check

  • Corner radius is 8px

  • Make sure that icons connected within a component, are updated and linked to Font Awesome artboard. Lots of icons that haven’t been used across FF designs will require to update them manually (check video for reference)

  • Setting the proper colours will probably require the most work. Check pages that are marked with ✅ as a reference, and use same colours for hover, clicked etc

  • It’s worth to check auto layout and resizing components, as I’ve already found a few components not set up properly that required an update

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Mobile & Tablet responsiveness

Important to know on this one is that eventually we have established 2 components types / behaviors. Mobile, and Desktop

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Maximum size of containers with forms is 802px. So regardless of how big the screen is, panels with forms will never stretch bigger. They will be aligned to the left side of the screen, and if there’s enough space for 2 columns - they will break into 2 columns (see designs for reference)

5. Projects

Figma Files notes

Fact Find - FINAL

Panel
panelIconId2705
panelIcon:white_check_mark:
panelIconText
bgColor#FFFAE6

https://www.figma.com/file/5BXe5BtM3cJyIRNe7CHzpJ/Fact-Find---FINAL?node-id=1796%3A62897&t=8mklVh44hdXtcfha-1

...

It’s the first version of FF, before the big dev review after which many things required to be redesigned. Some things that have been descoped, are still in this file - e.g. multi column layout for applicants, creating applicants during FF.

IMPORTANT

Do not update this file to the actual DS version. It may cause inconsistency in icons and some components that have been updated in the DS accordingly to the newest version

...

Most of the layers in the file are a mess, so don’t rely on layer names or structure. As these are concept wireframes that often required to be changed, moved around, redesigned etc - I wasn’t paying too much attention to layer names or the proper structure. However when you move to the UI stage, everything should be named and structured properly (See fact find file for reference)

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Fact Find Documentation

Panel
bgColor#FFFAE6

https://www.figma.com/file/5BXe5BtM3cJyIRNe7CHzpJ/Fact-Find---FINAL?node-id=2154%3A61790

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In this file you will find the most important information about some components logic and behaviour used across the Fact Find. Some of them will apply to future designs, such as product tags and some other will answer some questions, like why is one icon blue, and the other one grey. The future designs should be consistent with what’s in this file.

...

Product Panels Redesign

Panel
bgColor#FFFAE6

https://www.figma.com/file/DMH6gCMeery6pHOOzl20Zb/Case?node-id=2490%3A36604&t=zt76nIseOSZkZvHQ-1

...

  • Check “Messages for future” panel at the top of the page

  • One of the problems we are trying to solve, is lack of education and guidance in the system. That’s why we should try to provide some more guidance, description within drawers etc.

  • There’s a big misalignment in terms of naming panels. Different names appear in in Product view, and settings. Moreover some panel names are confusing, because they don’t reflect the actual Panel Purpose. Example - Document History.

  • Should users be allowed to change size of every panel? Seems like in some cases it doesn’t make sense to have half-width, for instance Document History

  • I’ve introduced a preview feature to all panels that might need it, such as Attached Files or Produced Documents. I’ve encountered cases that a preview is available from a drawer. In that case I think that preview in a modal on top of the drawer works.

6. Final notes