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Unused
2 of 11
2 of 11
Important
3 of 11
3 of 11
Use cases
3 of 11
3 of 11
Nice to have
1 of 11
1 of 11
📊 Functionality
Unused
2
Problem
2
Important
3
Use Cases
3
Nice to have
1
Group 2
0
Group 1
0
Details of document (double click)
Max Adams
He goes to see the details on the document page. It's more familiar.
Reject Status
Katalin Nagy & Antonio Araujo
“It is not my role to set this status” quote
I have to open the document and look at the contract version to understand the waiting status according to the old contract version or already according to the new 7:54
Maria Schwetz
Requires a solution
I don't see the contract amount on the dashboard. Only inside
Katalin Nagy & Antonio Araujo
in cases when
Requires a solution
The color of the statuses helps to understand if an action is required
Max Adams
Save the color code of the statuses
Save User views from the old platform when transferring to the new one 31:30
Maria Schwetz
Some users have never set a view of their own because a colleague has shared it them. They will not be able to replicate the experience.
Save User views
Add a column which shows us the date of last changes 15:56
Katalin Nagy & Antonio Araujo
“It would be more accurate instead of flagging it as new submission”... “When it was appeared on this dashboard”
Add new column (customizable)
EDM every day open
Max Adams
He doesn’t wait any emails, he watches dashboard every day. He reads notes for understanding if it requires actions from him
Go to Document page
Max Adams
He doesn’t use Document details in the dashboard
- No duplicate flow on the dashboard
Writes comment to a partner in DM or by email 11:10
Maria Schwetz
in cases when she need to notice them about changes in contracts or provide reason of rejection
Add comments / notes functionality
Tracking how long the document hangs in the status waiting for signing 36:00
Maria Schwetz
Counter of days for “waiting for signing” status
Posible solutions
Requires a solution
2
Save the color code of the statuses
1
4
Add comments / notes functionality
1
Save User views
1
Add new column (customizable)
1
Counter of days for “waiting for signing” status
1
🤝 Matrix of features
Matrix of features
User
Comments
Advance Filters
Moving to Document page
Doc details (doubleClick)
Status tabs
Red flags view
New document
Sorting by Dates, Part..
Rejection of sign
Risk report
Non-templated document
Goods and se.. table
Waiting for sign Status
Reject Status
Draft Status
Partner check feature
Excell export
PDF export
View sharing
Legal entity editing
EDN storage
Docs Quantity
1
Max Adams
🟢 Every time
🔵 Set it up once-still works
🟢 Every time
🔴 Didn't use
🟢 Every time
🟢 Every time
🟢 Every time
🟢 Every time
🟢 Every time
🟢 Every time
🔵 Usually
🔵 Sometimes uses - Important
🟡 Rarely. Not so important
🔴 Didn't use
🟡 Rarely. Not so important
🔵 Usually
🔴 No need
🔴 Didn't use
🔵 Usually
🔵 Sometimes uses - Important
🔵 Sometimes uses - Important
🟢 Every time
2
Maria Schwetz
🟢 Every time
🔵 Set it up once-still works
🟢 Important
🔵 Usually
🔴 Didn't use
🟢 Important
🔵 Usually
🔵 Set it up once-still works
🔵 Set it up once-still works
🔵 Set it up once-still works
🔵 Set it up once-still works
🟢 Every time
🟢 Every time
🔴 No need
🔵 Usually
🔴 Didn't use
🔵 Sometimes uses - Important
🟢 Every time
🔴 Didn't use
🟡 Rarely. Not so important
🔵 Set it up once-still works
🔵 Usually
🔵 Sometimes uses - Important
🔴 Didn't use
3
Katalin Nagy & Antonio Araujo
🟢 Every time
🟢 Every time
🔵 Usually
🔴 Didn't use
🔵 Usually
🔵 Usually
🔵 Usually
🔵 Usually
🔵 Usually
🔴 Didn't use
🔵 Usually
🔴 Didn't use
🔵 Usually
🟢 Important
There are no rows in this table
Matrix of features
1
2
3
4
5
6
7
8
Opp Quantity
Column 2
🔴 No need
🔴 Didn't use
🟡 Rarely. Not so important
🔵 Sometimes uses - Important
🔵 Set it up once-still works
🔵 Usually
🟢 Every time
🟢 Important
There are no rows in this table
Status
1
Unused
2
Important
3
Use Cases
4
Nice to have
5
Problem
There are no rows in this table
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