Integration Home: Added a waiting state between steps 2 and 3.
All Email pages: Updated the content per stakeholder feedback.
Replaced the Email - Send Link page (that was seen as an email) with inline content on the Activity - Test Environment page.
All Email pages: The Dell logo, and Dell.com link in the footer, navigate to the Premier Home page rather than Dell Home page.
Added an Email - Integration Started page that is seen (as an email) after the user begins a new integration.
All Email pages: Numerous content revisions per stakeholder feedback.
Added an Email - Message Sent page that is seen (as an email) after the user sends a message via the Contact a Dell Expert off-canvas.
All pages: Removed the dividers and adjusted offsets between form fields in the Contact a Dell Expert off-canvas.
Integration Home: Relocated the "< View All Integrations" option to the same row as the page header to correct its context.
Integration Home: Added a "Cancel Integration" option to the status row beneath the page header.
PremierConnect Home: Added "Reactivate" options to the inactive integrations (populated page state).
Added an Email - Completion Reminder page that is seen (as an email) after 5 business days passes without activity on an 'in progress' integration.
Added an Email - Production Requested page that is seen (as an email) after the user submits a request to activate the production environment.
Added an Email - Production Activation page that is seen (as an email) after the production environment is activated.
Premier Homepage with Messages - Recipe C: Refinements to this recipe. This is the most likely pattern moving forward.
All pages: Changed "purchasing/ERP system" references to "procurement system" per the taxonomy research findings.
All pages: Changed "purchasing/ERP integration" references to "procurement integration" per the taxonomy research findings.
Added two more recipes for the Premier Homepage with Messages pattern. These are for testing purposes only.
Added a "Premier Homepage with Messages" page for initial testing of a new messaging pattern.
All pages: Added error states to the off-canvas for Contact a Dell Expert. Use the prototype controls at the bottom of each page to show/hide them.
Activity - Login Credentials: Updated error state footnotes to be consistent with those on other pages.
Activity - Test Environment: Added a pre-populated input field for "Your Email" to the Send Link off-canvas form per stakeholder feedback.
Shared - Test Environment: Use the prototype controls at the bottom of the page to show/hide the production state version of this page.
Email - Send Link: Use the prototype controls at the bottom of the page to show/hide the production state version of this email.
Email - Send Link: Layout and content revisions per stakeholder feedback.
Shared - Test Environment: Use the prototype controls at the bottom of the page to show/hide the page state after the page has expired.
Shared - Test Environment: Content revisions per stakeholder feedback.
Activity - Test Environment: Content revisions to the Send Link form (within the off-canvas) per stakeholder feedback.
Email - Send Link: Updated the page once again to match the new direction for Premier.
Activity - Test Environment: Replaced the confirmation overlay with inline confirmation when the Send Link form is submitted.
All pages: The form in the Contact a Dell expert off-canvas resets after submitting a query.
All pages: Updated all off-canvases to more closely reflect the Design Systems pattern.
All pages: Updated all transitions (off-canvas, modal and progressive disclosure) to appear smoother.
All pages: Appended all PDF links to the sentence preceding them. Used Display-Inline setting to position the PDF icon to the end of its link.
Premier Home: Added a modal overlay that warns the user about an impending session timeout (use the prototype controls to Show it).
All pages: A PDF icon should be appended to the end of any PDF link. Selecting the icon has the same functionality as selecting the link.
Activity - Login Credentials: Added a modal overlay for profile creation progress.
Activity - Integration Testing: Updated page content and added links to the onboarding PDF resource.
Updated the Email - Send Link template to match the new direction for Premier (DSA format).
Added an Email - Send Link page that is seen (as an email) by the recipient of a Send Link operation. This is the current production format.
Added a Shared - Test Environment page that is seen by the recipient of a Send Link operation when they follow the link in the email.
Integration Home: Added a notification at the bottom of the activities list that confirms the user's request for production activation.
Integration Home and Activity - Request Activation: Revised the content for the confirmation notification of the production request.
All pages: We should store the Name, Email and Phone Number entered within the contact form for prepopulating future contact forms.
Integration Home: Replaced the "Edit" button with "Edit Password" after the Login Credentials activity is completed.
Most Activity pages: Replaced the primary CTA with either "Save & Continue" or "Confirm & Continue".
Integration Testing: Minor content revisions preceding the alert.
Request Activation: Replaced the confirmation text with an alert to improve its visibility.
All Activity pages: Fixed all "Contact a Dell expert" links within all FAQ off-canvases.
All Activity pages: Added an off-canvas for Contact a Dell Expert (identical to the Integration Home page).
All Activity pages: Replaced all "Cancel" links with "Cancel Changes" or "Go Back" to eliminate concerns that this would cancel the entire integration.
Activity - Login Credentials: Removed instructions related to entering data within the purchasing system as these belong in Activity - Test Environment.
Contact a Dell Expert: Name and Email begin as input fields rather than readback values that may be edited.
Contact a Dell Expert: Confirmation that the message was sent is displayed inline rather than within an modal overlay.
Integration Home: Added an off-canvas that is seen when the user selects "Contact a Dell expert".
Integration Home: Updated status messages for several activities.
PremierConnect Learn (both versions): Moved the fixed element bar to the bottom of the page to make it more noticeable.
Integration Home: Removed the alert and warning notifications that would be seen if the selected purchasing system required GIA intervention.
Activity - Purchasing System: Removed the alert and warning content that would be seen if the selected purchasing system required GIA intervention.
Activity - Purchasing System: Added a confirmation modal that is seen when the user attempts to Save & Exit.
Activity - Purchasing System: Replaced the alert and warning modal overlays with inline content to prevent issues when the user closed these overlays.
Activity - Integration Testing: Added a "Copy to clipboard" option for the test scenarios so that users can more easily share them.
Activity - Integration Testing: Many content revisions to the page, FAQ and notations.
Activity - Request Activation: Many content revisions to the page, FAQ and notations.
Activity - Request Activation: The request confirmation is shown inline rather within a modal overlay.
Integration Home: Relabeled some activity buttons to "View" after they're completed. These remain on-screen after a request is submitted.
Premier Homepage: The content teaser for integrations navigates to the PremierConnect Learn - Authenticated page.
PremierConnect Learn - Authenticated: The "Go To Integrations" buttons navigate to the PremierConnect Home page.
All pages: The ERP Integrations link in the masthead toolbelt navigates to the PremierConnect Home page.
PremierConnect Home: Added a pre-populated page state, which is seen by default.
Activity - Purchasing System: The Save & Exit button is always active and will trigger an error message if no purchasing system is selected.
Integration Home and all Activity pages: Removed the "Invite a collaborator" option from the fixed element help container.
Removed the Activity - Collaborator page.
All Activity pages: Updated the simplified footer per the Design Systems pattern.
Activity - Login Credentials: Many content revisions to the page, FAQ and notations.
Activity - Test Environment: Many content revisions to the page, FAQ and notations.
Activity - Test Environment: Replaced the Send Settings functionality with Send Link (sends a link to the settings rather than the settings themselves).
Activity - Test Environment: Removed the validation step from the very bottom as there is no method to validate this input.
Activity - Test Environment: Added a prototype control to show/hide the "link user view" (i.e. as seen by a user who was sent a link).
Added an Activity - Collaborators page that is reached by selecting the corresponding Edit button on the Integration Home page.
All pages: Updated the enabled/disabled button styles to match the new pattern from Design Systems.
Activity - Purchasing System: Revised the alert and warning modal overlays.
Activity - Integration Testing: Removed the error states, per stakeholder feedback, as users will not check tasks that haven't succeeded.
Activity - Integration Home: Removed the notifications that followed activity #4 as there will be no such error checking.
Activity - Request Activation: Revised the confirmation modal overlay.
Integration Home: All of the Required Activity buttons are hidden, and the page-level notification changes, after the user submits an activation request.
Activity - Purchasing System: Added error states for invalid form entry. Use the prototype controls to show/hide them.
Activity - Integration Testing: Added error states for the validation checkboxes. Use the prototype controls to show/hide them.
Integration Home: Added all other notifications. Use the prototype controls to show/hide them.
Activity - Purchasing System: Added an alert for when the selection might complicate self-serve integration. Use the prototype controls to show it.
Activity - Purchasing System: Added a warning for when the selection disqualifies self-serve integration. Use the prototype controls to show it.
Activity - Login Credentials: Added error states for invalid form entry. Use the prototype controls to show/hide them.
Activity - Request Activation: The footer becomes a fixed element along the bottom of the page because the page content is so short.
Activity - Request Activation: Added a modal that is seen when the user selects the "Request Activation" button.
Activity - Request Activation: Added an FAQ off-canvas.
Activity - Integration Testing: Added an FAQ off-canvas.
Notations: Added the Design Systems rule for the behavior of the footer on pages with significantly short content.
Integration Home: Revised the navbar appearance per the latest Design Systems update and debugged its behavior.
Activity - Login Credentials: Per stakeholder feedback, a password is not required for all integrations.
Replaced the Activity - Test Integration page with an Activity - Integration Testing page per GIA feedback.
Activity - Test Environment: Added an FAQ off-canvas.
Integration Home: Updated the "Invite a collaborator" functionality and it now divides the page into Required Activities and Optional Activities.
Integration Home: Combined the "Test the PunchOut experience" and "Test a trial purchase order" steps into the singular "Test the integration" step.
Activity - Purchasing System and Login Credentials pages: Added FAQ off-canvases.
Deleted all archived designs that contained redundant content with current designs.
Index: Added contact information for the DCX contributors.
Added an Activity - Test Integration page that is seen when the user begins the corresponding activity on the Integration Home page.
Integration Home: Updated content per strategist feedback.
Integration Home: Numbered the sequential activities.
Integration Home and Activity - Purchasing System: Removed the ability to edit the purchasing system after the selection has been saved.
Integration Home: The breadcrumb and page title are updated after the purchasing system is selected.
Integration Home and Activity pages: Updated all breadcrumbs to reflect the Phase 1 MVP taxonomy.
Activity - Login Credentials: Updated content per strategist feedback.
Activity - Login Credentials: Removed the ability to test the connection from this page.
Activity - Login Credentials: The login ID cannot be changed after the selection has been saved.
Added an Activity - Test Environment page that is seen when the user begins the corresponding activity on the Integration Home page.
Added a general Notations page, which contains design notations that are not page-specific.
Integration Home: Redesigned the page to incorporate stakeholder feedback. Removed all prototype controls that no longer apply.
Integration Home: Added prototype controls to sequentially step through activity states.
Integration Home: Realigned all CTA buttons and status labels within the activity list.
Activity - Login Credentials: Added a Show Password option so users can enter this correctly in their purchasing systems.
Premier Home: Added a toolbelt link for beginning an integration.
Premier Home: For phase 1 design, the integration content teaser begins an integration rather than navigating to the learn page.
All Current Designs: Added a prototype control to Show/Hide Notations from the design team.
PremierConnect Home: The notification now references all integrations that are in progress.
Integration Home: Added status labels adjacent to the activity buttons when the page is in its edited state.
Integration Home: Added a persistent notification that reinforces which activity the user should complete next.
Added an Activity - Login Credentials page that is seen when the user begins the corresponding activity on the Integration Home page.
Integration Home: Added many elements related to Optional Requirements to the edited state (via the prototype controls).
Integration Home: Moved all success/failure messages to a second line within the edited state of the activities.
Integration Home: Added an off-canvas that is seen when the user selects "View FAQ for this page".
Integration Home: Added an off-canvas that is seen when the user selects "Invite someone to collaborate".
Integration Home: Added a prototype control to Show/Hide Notifications.
Activity - Purchasing System: Replaced the text warning with a notification warning.
PremierConnect Learn - Authenticated: Updated the primary CTA, and it now navigates to the Integration Home page.
All pages: Updated the "X" close icon for all modal overlays and notifications to match the new design systems pattern.
All pages: Updated offset gap between all form fields to match the new design systems pattern.
All pages: Updated the progress indicator bars and checkmarks to match the new design systems pattern.
Added an Activity - Purchasing System page that is seen when the user begins the corresponding activity on the Integration Home page.
Added an Integration Home page as an alternate recipe for how to set up an integration.
Integration Details: Corrected padding within buttons on the navbar.
Added an Edit Transactions page that is seen when the user edits the Transactions setting on the Integration Details page.
Edit Connection and Integration Details pages: Replaced the validation checkboxes with test buttons for login, PunchOut and purchase order.
Added an Edit Organization page that is seen when the user edits the Organization setting on the Integration Details page.
Added an Edit Shipping & Payment page that is seen when the user edits the Shipping & Payment setting on the Integration Details page.
All pages: Revised numerous page descriptions, sub-headers, field labels, section dividers, offset gaps and notifications content for pattern consistency.
Added an Edit Connection page that is seen when the user edits the Connection setting on the Integration Details page.
Edit Catalog: Added a notification regarding the need for initial selections.
Edit Contacts: Save & Exit is now contextual to the entire page rather than each contact. Replaced the "Delete This Contact" link with a button.
Integration Details: Added a navbar for in-page navigation.
Integration Details: The confirmation modal is no longer shown whenever the page loads. Added a prototype control to show it.
Added an Edit Catalog page that is seen when the user edits the Catalog setting on the Integration Details page.
Integration Details and Edit Contacts pages: Contacts now have "permissions" rather than the ability to "edit settings". Updated the permissions list.
Integration Details: Added prototype control "Show/Hide Edited Status". Select this to toggle between 'request state' and 'edited state'.
Integration Details: Replaced all text-only status with progress bars for consistency.
Integration Details: Replaced the Test Environment setting with its own page section, separate from the Settings page section.
Workflow-Catalog, PremierConnect Home and Integration Details pages: A self-serve integration can be PunchOut or Buyer-hosted but not both.
Integration Details: Reformatted all show-hide content to consistently use sub-headers.
Integration Details: Added a Test Environment setting.
Integration Details: Added a Shipping & Payment setting.
Integration Details: Added a Connection setting.
Integration Details: Added a UNSPSC setting.
Integration Details: Moved the Purchasing System setting within the Connection setting because it can't be edited and is redundant with the page identity.
Integration Details: Added options for standard configs, products and software & peripherals to the Catalog setting.
All pages: Replaced all references to "GIAs" with "Dell experts".
Integration Details: Removed the two recipes in which the customer would specify a desired activation date to see an expected activation date.
Workflow - Contact Info and Edit Contacts pages: Reworded the business/technical contact options and made them checkboxes.
Get Started: Removed the "Request Technical Help" option and off-canvas because customers will do it outside of this system.
All Workflow pages: Replaced the options "How do I use this page?" and "Request internal help with this step" with the single option "View FAQ for this page".
Workflow - Contact Info and Organization pages: Added an off-canvas that's triggered by the option "View FAQ for this page".
Integration Details: Introduced generic "Contact a Dell Expert" options because a GIA will not be assigned initially.
Get Started: Added the off-canvas workflow for when users Request Technical Help.
Integration Details: Added an indicator near the top of the page for the current integration status.
Integration Details: Added an alternate recipe near the top of the page for users to estimate their activation date.
Workflow - Organization: Added an alternate recipe inline with the form for users to estimate their technical resource availability.
Get Started: Removed the help options from the right rail because these options were redundant with the page content.
Get Started: Added a show/hide option to the prototype controls for the scenario in which the user doesn't have the correct profile to request an integration.
Edit Contacts: The first contact has all permissions and cannot be deleted.
Edit Contacts: When creating a new contact the user can now define permissions for each integration setting.
Integration Details: Renamed "Contact Information" setting to "Contacts".
Added a Configure Activation Date page that is reached via a new setting on the Integration Details page.
Integration Details: Removed the help options from the right rail because they are contextual to individual table entries and redundant with the list of contacts.
Integration Details: Added a CTA to the right rail for adding a technical contact. This is the pattern for when there is no business or technical contact.
Integration Details: Replaced "Configure", "Resume" and "Begin" buttons with a ubiquitous "Edit" button for each "Setting".
Configure Contact Info: The ability to delete a contact is unavailable when there is only one contact.
All Pages: Vertically aligned all lists of checkboxes and radio buttons. Such lists are no longer laid out horizontally side-by-side.
On the Configure Contact Info page, added components for creating new contacts, especially a (missing) technical contact.
On the PremierConnect Home and Integration Details pages, replaced all in-progress text labels with progress bars.
Updated the list of the most common purchasing systems on the PremierConnect Learn and Workflow - Purchasing System pages per GIA feedback.
Revised all of the content on the Workflow - Catalog page per GIA feedback.
Revised the option list on the Workflow - Transactions page per GIA feedback.
On the Workflow - Catalog page, replaced the text descriptions of the catalogs with a comparison table.
Replaced numeric references for the Workflow pages with discreet names (e.g. "Account Info", "Organization", etc.).
Added a Configure Contact Info page that is seen when a user edits their contact information from the Integration Details page.
Moved the lists of prototype interactions from the Index page to their respective pages (select the Show Interactions link at the bottom of each page).
On the Workflow - Account Info page, removed the input field for primary Business or Technical contact that would appear when a radio button was selected.
Retired the B2B: Steps recipe because the Workflow recipe is more flexible and scalable while also reducing implementation effort.
Added the Workflow 1.5 page with questions about the customer's organization and regional scope.
Replaced the Workflow Summary page with a confirmation modal on the Integration Details page.
Updated all show-hide content on the Integration Details page.
Changed all references to the Workflow 1 page from "account information" to "contact information".
Revised numerous labels and fields on all Workflow pages.
Overlaid fake text on top of fields that are supposed to be prepopulated because Webflow lacks such capability.
Updated the list(s) of the most common purchasing systems.
On the PremierConnect - Learn pages, further reinforced that the list of purchasing systems is not comprehensive.
On the PremierConnect - Learn page, switched the order of the page sections "Custom catalog integration" and "Rewarding automation".
Replaced "ERP", "procurement system" and "procure-to-pay" references with "purchasing system" in most locations.
Added the Integration Details page.
Added section headers to the PremierConnect Home page along with one example of a Canceled integration.
Added the PremierConnect Home page, which would be seen only when a store has more than one ERP integration (otherwise skip to integration details).
On the Recipe B Workflow pages, revised the progress bar labels to include explicit step names in addition to the numbers.
In Step 2 of the B2B: Steps page, changed the selection method to a single list of radio buttons with a progressive disclosure for the final option.
In Step 3 of the B2B: Steps page, the Save & Continue button starts disabled rather than being completely hidden.
Added (Recipe B) B2B: Workflow pages 1, 2, 3, and 4.
Added (Recipe B) B2B: Workflow Summary page.
Added links to the bottom of the Steps and Workflow pages for switching between Recipes A and B.
Added preset ERP options to Step 2 of the B2B: Steps page.
Added a modal to B2B: Steps when advancing past Step 1, which asks an optional question to assist with pre-qualification.
Added off-canvas to both PremierConnect Learn pages (select "Learn more about PunchOut ..."). See Specification and Notes for off-canvas functional issues.
Updated the content (but not layout) on both PremierConnect Learn pages.
The help options become a fixed element in the right rail of Recipe 1.
Corrected font colors throughout per the new accessibility standards from the Design Systems team.
Added the B2B Steps page. At this stage this is Recipe 1 of 2.
Added the B2B Get Started page. At this stage this is Recipe 1 of 2.
Added a section to the very bottom of each page for navigating between prototype scenarios. More links to come.
Added a page for specifications and notes.
Began noting prototype interactions on the Index page.
Replaced the Rewarding Automation carousel on the PremierConnect Learn pages with video content teasers.
Added the authenticated learn page.
Revised the primary CTAs on the learn pages.
Added the authenticated Premier Homepage.
Users can also select Feedback in the footer to return to this page.
Removed Recipe A (moving forward with Recipe B) of PremierConnect Learn page per stakeholder feedback.
Added Premier unauthenticated learn page.
Added tier 2 menu to authenticated masthead (select Account > ERP Integration).
Added learn page Recipe B. The original page is now designated Recipe A.
Revisions to learn page Recipe A based upon content strategist feedback.
Created this prototype.