Project Plan Outline for Implementing Quik! APIs

Introduction

Objective: To implement Quik! APIs for generating and managing forms.

Scope: Define the scope of the implementation, including key functionalities and expected outcomes.

Pre-Implementation Planning

Planning and Analysis: Conduct thorough planning, analysis, and research with users to define the user experience and outcomes.

User Experience Design: Ensure the design phase is completed to achieve user adoption.

Phase 0 - Proof of Concept (POC)

• Objective: Validate that Quik! can meet the project objectives.

Components:

• Authenticate and use APIs

• Generate forms

• E-sign forms

• Map fields

• Search for forms

• Bundle forms together

• Complete complex form workflows

Sandbox Account: Set up a sandbox account for initial testing and development.

Phase 1 - Implement Core Functionality

Authentication:

• Use Master Credentials for API authentication.

• Implement secure OAuth methodology.

Generate Forms:

• Provide authentication token and FormID to generate forms.

• Utilize approximately 250 configuration parameters for form generation.

E-Sign Forms:

• Implement e-signature functionality.

Map Fields:

• Map fields consistently across forms using Quik! field names.

Phase 2 - Implement User Interface Components

Form Searches:

• Set up a user interface for form searches.

• Allow users to search for forms by company, keywords, state, etc.

Form Bundles:

• Implement functionality to bundle forms together.

Complex Form Generation Features:

• Configure advanced form generation options.

Complex E-Sign Features:

• Configure advanced e-signature options.

Complex Workflow:

• Implement and refine complex form workflows.

Testing and Validation

• Unit Testing: Test individual components for functionality.

• Integration Testing: Ensure all components work together seamlessly.

• User Acceptance Testing (UAT): Validate the implementation with end-users.

Go-Live Preparation

• Final Checks: Perform final checks and validations.

• User Training: Provide training to end-users.

• Support Plan: Establish a support plan for post-go-live issues.

Go-Live

• Deployment: Make the implementation available to end-users.

• Monitoring: Monitor the system for any issues and ensure it scales to meet demand.

Post-Implementation Support

• Ongoing Support: Provide ongoing support and maintenance.

• Feedback and Improvements: Collect user feedback and make necessary improvements.

Documentation

• Technical Documentation: Document the technical aspects of the implementation.

• User Guides: Provide user guides and manuals.

Additional Enhancements 

Some additional phases might include advanced features:

Implement Field Rules

Objective: To set up and configure field rules to control form behavior.

Components:

• Field Data and Attributes: Define and set field-level attributes to control how fields work.

  • Conditional Logic: Implement conditional logic to show/hide fields based on user input.

  • Validation Rules: Add validation rules to ensure data integrity.

  • Custom Javascripts: Integrate custom JavaScripts for advanced field validations and interactions.

Configure DocuSign Settings

Objective: To enhance the e-sign experience with advanced DocuSign settings.

Components:

• Draft Mode: Enable sending forms to DocuSign in draft mode for user modifications.

  • Document Visibility: Set which e-sign recipients can view specific documents.

  • Editable Fields: Configure which fields are editable, read-only, or flattened.

  • Send on Behalf Of: Set the sender identity when the Quik! user is not the sender.

  • Recipient Authentication: Implement recipient authentication methods.

  • Branding: Set the BrandID for the sender to ensure recipients recognize the sender.

Implement Save and Submit Features

Objective: To provide users with the ability to save and submit forms efficiently.

Components:

• Save Functionality: Implement a save feature to allow users to save their progress and return later.

  • Submit Functionality: Configure the submit feature to finalize and send forms.

  • Form Buttons and Events: Control how buttons on the form work or appear, including Save and Submit buttons.

  • User Interface Enhancements: Enhance the UI to support Save and Submit functionalities seamlessly.