Laddawn.com : Information Architecture (IA) for "My Account"

See CE tasks mapped to web (or remaining in Avante) - 16-customer maintenance.

Although some visual design or interface details may be implied, they are not the focus of this document.

At a glance

In detail

(1) My profile

(2) My company & co-workers

(3) Address Book & Shipping Preference

(4) My notification preferences

(5) Plate management?

(6) Future buckets

Questions for consideration

At a glance

(1) Profile

(2) Company & co-workers

(3) Address Book & Shipping Preferences

(4) Notifications

(5) Plate management?

(6) Future buckets

In detail

Settings and preferences may be determined at different levels of a sales organization (distributorship). For instance, an individual user's profile settings - password, personal contact info, avatar, etc. are a bundle of preferences that are always set at the "contact" level. However, the bill-to customers associated with each sales organization are the hub of most sales activity. Shipping preferences are associated with Bill-to and Ship-to customers. For more, see entities in detail.

(1) My profile

1. Contact information	2. Default zip code for product searches
For the end user (referred to as "Contacts" in Laddawn's system). Initially created by Laddawn, but after that, all fields are editable (except *'d items).	For existing contacts, this will initially be derived from the contact's Bill-to organization (or Contact address?) For new contacts, CE/CR can explain and enter the zip preferred by the Contact. Regardless, the user can change the default here. Regardless of what the default is, the user can always override it for individual searches or Carts. It might be something along these lines:
George Costanza Latex Sales Associate ^{actual title} Outside sales^"^{Job functi}^{on" from}^{Laddawn pick list - see below} * Vandelay Industries ^{derived from Bill-to company name?} 1344 Queens Boulevard Queens, NY 11424 gcos@vandelay.com Phone 978.563.6175 Mobile: 978-505-9307 Pager: ??? Fax: 978.772.7792 Contact #: 25870 Bill to org #: 000000 Sales org #: 3579 Job function pick list:* Outside Sales Inside Sales Sales Manager Sales Support/Assistant Purchasing Agent/Buyer Purchasing Manager Quoting Customer Service Product/Category Manager Merchandise Manager Office Manager Accounts Payable Marketing General Manager Customer Service Manager Branch Manager Director Vice President Owner/President/CEO IT Manager	Your default ship-to zip code for product searches is: 11424 change Save time with a preferred shipping destination Your ship-to zip code often determines pricing and availability. If there's one destination that you use more frequently than all others, setting it here can save you time. You can always override this default when building an order. Don't have a preferred shipping destination? Click "change" and set your preference as "blank"; you will be prompted to enter a zip code at the appropriate time. If you generally pick your orders up at your primary Laddawn Warehouse, change your default zip to: 01564 (Sterling, MA)
3. Laddawn.com account info Current password and avatar, and means of changing them
Password ****** (BOSCO!)
Current Avatar

(2) My company & co-workers

1. My company

Name of sales organization, headquarters address. Probably not very important to majority of sales orgs, b/c bill-to and sales org are essentially one and the same. What's more, according to Tina and Meme, the sales org info is often meaningless for distributorships with multiple billl-to's - in theory it should be the headquarters, but in many cases it is often just the first bill-to org that got created for the sales org.

Vandelay Industries (3579)
200 Chihuahua St.
San Antonio, TX

(Future) Company “scorecard”

- Status in Partnership Sales Program, free sample budget, etc. Other content TBD.

Your Laddawn Sales Representative:^{For sales orgs w/more than one bill-to, is there generally only one sales rep per sales org?}

(Read only.)

Larry David (18)

Laddawn, Inc.
Customer Relationship Group
2 Northeast Blvd.
Sterling, MA
ldavid@laddawn.com
Phone:
Mobile:
Fax:

Your Billing Organization

What's read-only and what's editable here for George? How do the fields below tie in with Estelle's settings as a contact?

Other Billing Organizations for Vandelay Industries

Also read-only for contacts. They appear here for reference, because the contact also needs to be able to select these other bill-to's (or ship-to's associated with other bill-to's) at checkout. Q: Do we still want to allow this? If we want to allow this, then don't we want contacts to be able to include contacts from other Bill-to's in their narrative thread circles? (So that they may see communications relevant to transactions they are jointly involved in within their walled gardens.)

000000 - Vandelay, Queens, NY +/-

Estelle Costanza
Accounts Payable
Vandelay Industries
1344 Queens Boulevard
Queens, NY 11424
ecos@vandelay.com
Phone 978.563.6148
Fax: 978.772.7792
Mobile: --
Pager: --

Customer start date: 01/23/2012

Send invoice via: Fax

Primary Laddawn Warehouse: Sterling, MA

666666 - Vandelay Technologies, Austin, TX +/-

987654 - Vandelay Specialty Packaging, Sioux City, IA +/-

999999 - Vandelay Innovations, Seattle, WA +/-

You should know
You (and other Contacts in your organization) can set shipping preferences for this location within your Address Book.

2. My co-workers & their permissions

All registered Laddawn users associated with George's Bill-to. We are not actively fleshing this out further at this time; we will circle back after progress made on narrative thread.

Vandelay colleagues associated with your billing organization (000000)		Avatar	Include in my circle in the Activity Stream ( x )	Additional setting?	Additional setting?
1	Willy Loman, Outside Sales, Vandelay Boston		( x )
2	Cosmo Kramer, Purchasing Associate, Vandelay Queens		( x )
3	Elaine Benes, Purchasing Manager, Vandelay Queens		( x )
4	Pat Riley, Inside Sales,Vandelay Newark		( x )
5	David Puddy, Outside Sales, Vandelay Rochester		( x )
6	Estelle Costanza, Accounts Payable, Vandelay Queens		( x )
7	Joan Holloway, Office Manager, Vandelay Queens		( x )
8	Roger Sterling, Ad Man, Vandelay Manhattan		( x )
9	Jon Dos Equis, the Most Interesting Man in the World, Vandelay Hartford		( x )
Add contacts from other Vandelay Bill-to organizations to my circle > If you do business on behalf of other Bill-to organizations, you may want to add contacts from those organizations to this list. (For example, Bob Sacamano, associated with Bill-to 987654.)			( )

(3) Address Book & Shipping Preference

There is an average of about 2.5 shipping locations per sales organization (this figure includes Bill-to's). Only 36 Bill-to organizations have more than 10 ship-to locations. Sorting and grouping may not be terribly important for majority of customers initially, but we do want design to scale. Q: Should there be one Address Book per sales org, or a separate address book for each Bill-to organization? The specs below assume the former, but content/IA/design requirements should be roughly the same for either choice.

Address Book for Vandelay Industries (Sales Org 3579)

I. Need design for - Means of navigating all of the addresses associated with this Sales Org (browse and search – alpha by company or contact name; by zip; other fields TBD? CE/CR will want to use #s)

II. Need content/IA/UI for the contact info and preferences for each address/record.

a. See screenshots below for current content (main screen and secondary "sales info" screen)

b. We need to incorporate Tina's and Meme's list of shipping/handling preferences - currently most/all? of these are "one-off" settings chosen at checkout; we want to convert them to user preferences.

c. Brandit and labeling preferences - see further below

d. Flag or indication that address is residential or commercial?

Grouping & sort order??? One big list (sortable how?), or chunked up as follows (sortable how?):

My Bill-to	Other Bill-to's	Non drop-ship ship-to's	Drop ship ship-to's
sort: n/a	A-Z by city? state, then city?	A-Z by city?	A-Z by company name?
Vandelay, Queens, NY (000000) >	Austin, TX (666666) > Sioux City, IA (987654) > Seattle, WA (999999) >	Vandelay Warehouse Chicago, IL (Bill-to is Sioux City IA, 987654) Vandelay Warehouse Hartford, CT (Bill-to is Vandelay Queens, NY, 000000)	Dave's Fish, Islip, NY (Bill-to is Vandelay, Queens, NY, 000000) Kramerica Undergarments, Portand, OR (Bill-to i s Seattle, WA, 999999) Ewing Oil, Dallas, TX (Bill-to is Austin, TX, 666666) Cyberdyne Systems, Los Angeles, CA (Bill-to is Austin, TX 666666) Wayne Enterprises, Gotham, MT (Bill-to is Seattle, WA 999999) Virtucon, Wilmington, DE (Bill-to is Queens, 0000000) Nakatomi Trading Corp., Los Angeles, CA (Bill-to is Austin, TX)
			Same screen as for Bill-to's, but some fields not relevant (e.g. invoice fields). Bill-to's also have a Sales Info screen. For ship-to's some of the fields here are derived from the bill-to; other fields may differ (for example, "Ship via")

Your BrandIt™ logo

[ x ] Use this logo on labels for all of my orders

[ x ] Place this text on labels for all of my orders:

To reorder call 978.563.6175

You should know
You may override these labeling preference at the checkout stage. In addition, you may store different labeling preferences for use with other shipping destinations within your Address Book.

The process of setting up BrandIt logos is currently manual. Users fill out a Word doc and email it, with image file attachment, to customer rep, customer service, or fax it. (From there it is sent to Chris E.,who chooses from 10 templates, and then what.... How is the circle closed?)

Q: Is it within the scope of this project to put Brandit Logo submissions online? If so - can any individual user with a Laddawn account upload a logo?

(4) My notification preferences

You should know
All of your system notifications will be included in the Laddawn Activity Stream.

Emails

- I wish to receive an email when:
  - I share an item or a Cart (copy of what I sent) ( x ) Yes ( ) No
  - Members of my Laddawn circle post to the Activity Stream ( x ) All posts ( ) Only responses to my posts ( ) Never
  - Laddawn posts new content that may be of interest to me ( x ) Yes ( ) No (blog posts, video posts, techincal/business/sales articles)

Mailings

[ ] I wish to receive the Laddawn catalog

Faxes? Phone calls? Txt msgs?

Users will not be able to opt out of the following notifications - but can they set preferences about how they want to be notified? (email, call, fax, txt)? ( Need to compile list.)

Pricing for a made on demand item is about to expire
A saved cart is about to expire
Laddawn price changes
Order has shipped

(5) Plate management?

(6) Future buckets

Transactional documents not covered above or in order history ?

SB (11/6) - Based on the new YMAC logic, to allow users to customize the order they see the YMAC results. It would allow them to order the results by Packaging, Closure, Gauge, Color, Materials or gusseted equivalents. We are going to hold off on this until we determine if users find it useful.

Questions for consideration

Porting existing sales organization hierarchies, profiles, contacts, etc. over to the new site with these new capabilities v. intake of new entities ranging from sales organizations down to individual contacts.