SwissChecklist

Checklist: BUInt - Create Customer Reference for Website and News

to add new project on www.2sic.com/Referenzen

Use this link: New References
  • PM: Basic information

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  • Fill out basic information and paste it into the infopath job

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    The PM has to open the following word document, copy the table into the infopath job and fillout the information. This is because Swisschecklist is unable to work with form fields currently.

    [I:\BUWeb\BUM\Project Management\Reference ]
  • forward job to Marketing

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  • Marketing: Create reference & news

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  • Open References Admin (https://www.2sic.com/referenzen/referenzen-admin/)

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    • In Modulauswahl-Element auf "Apps verwalten" klicken
    • App "2sicReferences2016" auswählen
    • In Administration "Daten" auswählen
    • Bei Inhaltstypen und Daten "Reference" auswählen
    • Inhalt/Daten verwalten: das blaue Pluszeichen anwählen
    • Neue Referenzerfassung starten
  • Create new reference

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    Fill out the reference form, write down these infos and add the customer logo
    • Company Name
    • Internet Adress
    • Customer Description
    • Project Description

    Use the basic information from the PM and fill in all fields required.
  • Create Text

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    Write a short text in this way:

    1. USP (Unique selling proposition) and description of the company, maybe what the website is for

    2. What we've done (Wir haben die Website mit CMS und mehrsprachenlösung umgesetzt)
  • Create Screenshots

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    Use the developer tool (F12) for the required formats
    • iPad landscape
    • iPad
    • macbook
    • iPhone 7

    Create screenshots of each format and safe in new folder: S:\Company Management\Marketing\2sic References\New Referencesystem 2016_2017
  • Get logo of the project and save it in the right place with the right name

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    • Get the logo, ideally in a very good resolution/as vector-graph (EPS) from the designer or customer
    • Should be EPS exported from 2sb into .png, .jpg works also.
    • Avoid whitespace around the logo, ideally with transparency (no white background)
    • Save the logo in S:\Company Management\Marketing\2sic References\Logos Referenzen\Logos_Neu\2017
    • You can add the logo with drag'n'drop into the new reference form field.
  • Create article for projec on 2sic-News

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    • go to "News" on 2sic Site
    • add new entry (with 2sxc)
    • Use the screenshot "Macbook"
    • use the text of references (post body)
    • create a preview text/teaser (max 80 characters)
    • fill in the Meta infos
    • Decide if the News-Post should be shown on the Frontpage or not
  • forward job to PM

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  • PM: Check

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  • short check text and aspects, do finetuning if needed

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  • Done

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  • New Step

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