Pilot Requirements
User & Login / Roles & Permissions

Save the last visited spot

  • Functionalities
    • When re-accessing the CMS (e.g. closing the window, log out and log in again) user would be taken to the spot that he/she left off
    • The screen would be scrolled to the last visited card

Role-based access of functionalities and fields

  • Details on functionality
    • Only Hot Seat users can see the options to display the homepage banner and send mobile notification
    • Only Photo Editors can license the photos
    • Cards and fields are exposed based on roles: see details on spreadsheet

Techincal exploration

  • Explore the SSO Login
  • Explore VPN
Dashboard

Favorites (MVP)

  • Objective
    • Access the frequently visited contents quickly
    • Display the favorited items with Content Type and Slug
  • Functionalities
    • Add as many as needed from individual assets as well as the library
    • Remove the items
    • Rearrange the items
  • Integrating with Toolbelt
    • There are Favorite data existing in Toolbelt
  • Non-MVP
    • Folders / config settings per card

My Tasks (Non-MVP)

  • Objective
    • See all the tasks that are assigned to the specific user
  • Functionalities
    • Display the following per a task:
      • Priority
      • Photo of the assignor
      • Task name & Content Title
      • Memo, if available
      • Time ago of the assignment
    • Arrange the tasks
    • Check off the completed task, which disappears from the card
    • Remove the task
    • Task is linked to the corresponding content page in the CMS
    • Tasks gets added in chronological order – the oldest task is on the top
    • High priority task appearing at the very top
  • Integrating with Toolbelt

My Latest Activities (MVP – Order of priority: 1 of 3)

  • Objective
    • See all the activities that I have performed
  • Functionalities
    • Save, Publish, and Assign activities performed by the user gets displayed in reverse-chronological order – the newest activity is on the top
    • Display the following per activity:
      • Thumbnail of the content (usage: Promo) – if not available, display the placeholder image of its Content Type
      • Activity type & Content Type & Content Title
      • Time ago of the activity
    • Activity is linked to the corresponding content page in the CMS
    • Load more option to see the past activities
  • Integrating with Toolbelt

Latest Published Content (MVP – Order of priority: 2 of 3)

  • Objective
    • Show the list of the all the latest published contents in the CMS
  • Functionalities
    • Display all the content that are published in all of CMS in reverse-chronological order
    • Display the following per item:
      • Content Type & Content Title
      • Time ago of the publishes
    • Item is linked to the corresponding content page in the CMS
  • Integrating with Toolbelt

Status Tracker (MVP – Order of priority: 3 of 3)

  • Objective
    • Track the status and activities happening to a specific set of contents
  • Functionalities
    • Display the status of items that the user flagged to track the status in reverse-chronological order of user’s adding
    • Display the following per item:
      • Thumbnail of the content (usage: Promo) – if not available, display the placeholder image of its Content Type
      • Content Type & Content Title
      • Save, Publish, and Assign activities that happened in the content & User
      • Time ago of the activities
    • Remove an item
    • Item is linked to the corresponding content page in the CMS
    • Items to be added to the queue when the user has edited the content
    • Load more activities, ~2 months (explore how many to be saved)
    • Flag articles to be tracked (explore)
  • Integrating with Toolbelt

Article Statistics (MVP)

  • Objective
    • Display the relevant statistics of the articles that users have touched
  • Functionalities
    • An item can be opened or closed
    • Closed item provides the following information:
      • Title of the story
      • Total Number of visits, shares, and likes
    • Opened item provides the following information:
      • Number of visits
      • Number of uniques
      • Number of reads
      • Top 5 Referrals and numbers
      • Devices: Desktop, Mobile, etc.
    • Statistics come from 3rd party services such as Omniture, Chartbeat, etc.
    • Items to be added to the queue when the user has edited the content in reverse-chronological order
    • Past 20 stories
    • Ability to add and remove articles (explore)
  • Integrating with Toolbelt
    • CNBC already has 3rd party statistics services accounts that we can utilize
  • Non-MVP
    • Number of shares
    • Number of likes

Top 10 Performers (MVP)

  • Objective
    • See the top 10 articles that are performing well today and did yesterday
  • Functionalities
    • Similar to the Article Statistics section
    • Pull in the 10 articles that had the most visitor yesterday & doing well today

Statistics (MVP)

  • Objective
    • View the site-wide statistics
  • Functionalities
    • Pull in relevant site-wide statistics from 3rd party sources, e.g. Total visits
    • Ability to add and remove statistics (explore)
  • Non-MVP
    • Users’ ability to configure which statistics to show
    • Have a separate Analytics page

Notification (MVP)

  • Functionalities
    • Receive notification when the items the user are tracking get published
    • Alert with the number of unread notification
    • Notification item is linked to the corresponding content page in the CMS
    • Slack notification when there is a notification inside the CMS (explore)
  • Non-MVP
    • Receive notification when the task is assigned to the user

Slack Notification (MVP) (Explore)

  • Functionalities
    • Receive notifications in a specific channel when a content gets published
    • Any notification to the user
Article Creation

Simultaneous Editing (MVP)

  • Objective
    • Multiple users to edit the same content simultaneously
  • Functionalities
    • Show the users who are currently in the article
    • Field & Block-level locking: Single user takes the ownership of a field or a block. It appears locked to the other users.
    • Real-time update: The content that the other users are editing are broadcasted to all the other users

Autosaving & Save (MVP)

  • Functionalities
    • Hard save saves to the database
    • Autosave the content (explore how often this should be performed)

Text Editor (MVP)

  • Objective
    • Clean and simple editor for the users to efficiently create articles
  • Functionalities
    • Block designation by paragraph
    • Paragraph-level options
      • Insert media from library (image, video, chart, audio, file)
      • Upload media
      • YouTube (<iframe>), Twitter (<blockquote>), etc. (a.k.a. Webservice)
        • Accepts both embed code and raw URL
      • Poll, Quiz (non-MVP)
      • Horizontal divider
    • Character selection options
      • Bold
      • Italicize
      • Headings
      • Unordered & Ordered list
      • Hyperlink
        • External URL
        • Tags (Person, Organization, Company, Place, Event)
        • Stock tickers (Security)
        • Contents (e.g. other articles)
    • Auto-tagging of stock ticker, Company, People, Place, Event
      • User clicks to auto-tag, and appropriate text gets hyperlinked to corresponding asset pages
      • Explore technologies, e.g. Media Lab, Open Calais
    • Auto-populate other fields based on input
      • All the embedded media will be populated in the Media card
      • Hyperlinked stock ticker gets populated in the Primary Tags section

Chat (MVP)

  • Objective
    • Communicate with other users that are collaborating with the user
  • Functionalities
    • Notification when there are unread messages with number of messages
    • @ mentioning someone who is not in the article alerts them in Slack (explore)

Preview (MVP)

  • Objective
    • High fidelity preview of the content
  • Functionalities
    • Responsive preview of the website for both Desktop and Mobile
    • Preview after a hard save or publish
  • Integrating with Toolbelt
    • Toolbelt currently has the functionality

Schedule (non-MVP)

  • Integrating with Toolbelt
    • Toolbelt currently has the functionality

Revision History (non-MVP)

  • Store all the relevant information for future UI (MVP)
  • Explore the technical possibilities

Article Metadata (MVP)

  • Integrating with Toolbelt
    • Use fields that exist in Toolbelt
    • Information Architecture in progress to identify the fields that are necessary

Task Assignment (non-MVP)

  • Functionalities
    • Send assignment to a specific user or a team of users
    • Available fields:
      • Recipient
      • Task – pre-defined & free text
      • Priority
      • Memo (optional)
    • Assigning a task will populate the recipient’s My Task card and become a notification

Social (MVP)

  • Functionalities
    • Override the Tweet text and OG tags for Twitter
      • Initially map to:
        • Link Headline to Tweet
        • Title to Twitter article’s title
        • Description to Twitter article’s description
    • Preview how the tweeted article would look like, using Promo image and appropriate texts
    • Option to tweet to @CNBCTech appears when Technology is selected as Franchise/Section
  • Non-MVP
    • Same functionalities for Facebook and LinkedIn accounts

Homepage Banner & Mobile Notification flags (MVP)

  • Functionalities
    • Homepage Banner switch would display the breaking news banner on the Homepage, and Mobile Notification switch would send out Mobile notification to the users with CNBC mobile app
    • Role-based option: Only Hot Seat users can see these options
    • These option should be independent of the article’s publishing
Media Library

Search & Filter (MVP)

  • Functionalities
    • Keywords in any order
    • Searches over title, slug, descriptions, and tags
    • Filter
      • Type: Image, Video, Chart, Audio, File
      • Source: CNBC, Getty, AP, Reuters
        • Can select multiple
      • License: One-time, Premium, Free to use
      • Last published: > 1 day, > 3 days, > 1 week, > 1 month
        • Only available for Photo Desk
        • Other users would only see the photos that are available for use, i.e. licensed, free-to-use photos that haven’t been used in the last 2 days
    • Resetting the filters to default
  • Integrating with Toolbelt
    • Toolbelt has search API

Grid View (MVP)

  • Functionalities
    • Elements
      • Thumbnail
      • Source (logo)
      • License status (yes or no)
        • if yes, relevant licensing information (size, expire date, already used if one-time, etc.)
        • if not, option to license
      • Type (icon)
      • Slug, fall back to Title
    • On hover
      • Edit button – shows edit metadata screen
      • Checkbox to multi-select items

3rd party integration & licensing (MVP)

  • Objective
    • View all the available images in a single feed
  • Functionalities
    • See all the 3rd party images in the feed, both licensed and unlicensed
    • Licensing capability within the library
      • Pop-up for licensing
        • Source
        • Licensing restriction information, if any (Premium, one-time use)
        • Licensing option, if any (size, expire date, etc.)
        • License & Cancel buttons
    • Role-based licensing: All users can see the images, but licensing is only available for the Photo Desk users

Image Metadata (MVP)

  • Functionalities
    • Fields
      • Modifiable fields
        • Slug (textfield)
          • Default – empty
        • Title (textfield)
        • Description (textarea)
        • Caption (textarea)
          • Default – first sentence of Description
        • Creator (textfield)
        • Tags: select from existing or create new tags
      • Static fields
        • Source
        • Source Filename
        • Width
        • Height
      • Pull applicable fields from the 3rd party source

Focal point & rectangle (MVP)

  • Functionalities
    • Focal Point
      • Circular Focal Point that can be dragged and dropped on the large image preview
      • Global update of the image crops
      • Show the thumbnail of all the different image crop sizes
      • Real-time update of the thumbnails based on the adjustment of focal point
      • Search/filter the thumbnails with the name
    • Focal Rectangle
      • Rectangular Focal Rectangle that can be dragged and dropped on the large image preview
      • Ability to select individual image crop and adjust the focus of the selected image
        • Takes precedence over the focal point setting
      • Real-time update of the thumbnails based on the adjustment of focal point
      • Search/filter the thumbnails with the name
      • Ability to reset the focal rectangle settings
    • Explore technical details (Cloudinary)

Image Edit (MVP)

  • Functionalities
    • Image Edit
      • Level
      • Vignette
      • Crop
        • If using services like Cloudinary
    • Real-time update of the large image thumbnail
    • Preset
      • Select from pre-existing preset
      • Create a new preset from the current setting
        • Set name, Save, and Cancel
    • Option to reset the image edit slider