Plan

Use cases

• Support bespoke and complex ways of cooperation for marketers, designers, business owners, and others involved in the co-op processes. Build your own activity layouts and give users all they need to know to speed up collaboration.

• Plan your campaigns and activities in a required time frame, use your own set of statuses, and assign cases to other team members. Get a bird's-eye view of all your activities and how they are progressing.

• Send material to be approved by stakeholders so you are always using only the correct materials in your campaigns and marketing activities. Whether it's templates, pdfs, images or text documents.

Age

• 1 year, released in 2023

Newest release

• Version 1.0.01, January 2024

Oldest release

• Version 0.1, May 2023

Previously

• Standalone Planner application, standalone Collaboration application, built upon BrandMaster tech stack

• Login via Paprifly SSO

• User role management handled by Papirfly's SiteAdmin tool

Incorporating

• Planner application

• Collaboration application

• Resolut MRM Planner

Innovation Roadmap

• Initiatives: Major projects and innovation themes we have committed to deliver

• Epics: Cluster of R&D tasks that will turn our initiatives into reality

Parent

• Papirfly Product Suite

Interoperality

• Plan allows users to approve creatives in Papirfly's Produce product via the Plan approval loops feature

• Plan allows users to display assets from Papirfly's Digital Asset Management product [Place] in Plan's activities feature

• The data from Plan is available in Papirfly's Prove product, where the data can be aggregated, displayed, and made available for analysis to Prove users.

Interface

• Papirfly Product Suite

Accessability

• Designed and developed with WCAG 2 guidelines in mind

Responsiveness

• Currently suitable for standard computer screens and resolutions, not currently mobile/tablet compatible

Languages

• English

Project overview

• Activities displayed in timeline view

• Activities displayed in list view

• Zoom in/out and predefined zoom levels

• Left panel hierarchy tree with work items

• Display range to select only activities relevant in a given time frame

• Local access

• Colour Indicators

Activities

• Activity detail view in the right-side panel

• Activity detail view in the modal window

Layout settings

• Basic settings for each template: template title, icon, active/inactive settings

• Access rights settings determines how users can work with work items created from this layout

• Organization structure settings for each layout determines the position within the hierarchy

• Default elements: Status, Assignee, Author

Layout Timeline settings

• Display settings of the element's information used in the timeline bar plus timeline bar visual settings

• Display settings of the element's information used in the popovers

Layout builder

• Possible layouts to use - right-side panel, modal window

• Layout's sections for dividing multiple elements into groups

• RIght-side panel with element's ready to use in the layout

• Preview mode to see how different user roles will see a work item created from the layout

• Translations of sections and elements

Elements

• Default element's ready to use in the layouts with default values and settings

• Saved elements ready to use in the layouts with pre-defined settings

Element settings

• Basic and advanced settings for each element

• Select elements types are connected with the global category trees from Category manager

• Access rights settings determines how users can work with specific elements within the layout

• Validations are used for specifying validation rules of character's amount for text and number elements

Element types

• Text elements for entering text information

• Number elements for working with values

• Select elements for selecting from Global category trees in the form of dropdowns, checkboxes, radio buttons

• Date elements for setting from and to date

• Resource element for connecting Planner work items with specific Place archives

• Hierarchy widget for specificying where exactly in the hierarchy the work item will be used

Projects list

• List of all ongoing approval projects

• Two main project types: Place Approval projects, Creative Approval projects

• New project settings

• Local Access

Project overview

• Overview of creatives or assets which are used in the project

• Basic information for each material: title, thumbnail, create date, due date, initiator, reviewers, version

• Search engine and filters

• Bulk actions for Place approval projects

• Place assets delete

Stage settings

• Two main review types: Simple review, Multi-stage review

• Stage settings detail: Stage title, Reviewrs select

Review tool

• Left panel with all material used in current project

• Material detail

• Comments section for commenting and annotating specific material

• Stage information: Stage name, Reviewers overview

• Status dropdown for changing the status: Pending review, Needs changes, Approved, Rejected

Email notifications

• Automatic notifications for Initiators and Reviewers sent in specific situations (Status change, Due date)

Produce

• Creatives from Produce part of Plan approval loops

• Approved creatives from Plan are displayed with 'Approved 'status in Produce

Place

• Place assets can be linked through Place Plugin in Plan activities

• Users can upload assets from Plan activities directly into Place archives

• Users can upload and approve assets via Plan approval loops directly into Place archives

Prove

• Application data can be sent to Prove where data can be displayed and aggregated for different user roles

Category Manager

• Global category trees used in Plan activities

Unit Manager

• Unit levels used in Plan co-op projects to achieve locally driven co-op hierarchies

Nager Date

• API for getting public holidays is built for Plan approval projects

Languages

• TypeScript

Frameworks

• Angular

Languages

• C#, PHP

Frameworks

• .NET 6, Nette

Hosting

• AWS Cloud hosting

Database

• DynamoDB

Storage

• S3 Bucket

Logging

• CloudWatch

Event logging

• SNS

Deployment

• CloudFormation

Backend APIs

• Lambda functions, API Gateway

DNS

• Route53

Deployment Process

• Bitbucket Pipelines

Product pages

• https://www.papirfly.com/plan/

How-to-guide

• https://www.papirfly.com/knowledge-base-plan/

FAQ's

• www.papirfly.com/faq