A Guide for Agencies
From Agnitio WIKI
The following documentation will guide you in creating content for the Agnitio iPlanner. It describes the skill level and software required for successful development, implementation and publishing of your presentations.
Please make sure to read carefully and, if in doubt, contact your Agnitio representative.
The CLM iPlanner is a free app in the Apple AppStore and is distributed as any other iPad app. Upon first startup the CLM iPlanner will ask for login credentials and authenticate via a secure protocol with Agnitios servers allowing the user to enter the main part of the application.
Once authenticated, the CLM iPlanner can synchronize HTML presentations, contact lists, and completed calls with Agnitios servers allowing the application to implement content material without it having to go through Apples AppStore while still maintaining the ability to execute presentations and manage calls while offline.
Contents |
Agnitio Software Suite
Agnitio Manager
The Agnitio Manager is the central repository for presentations that are under construction, under review or published and in use.
It allows easy management of presentations in multiple versions.
Agnitio iPlanner
The Agnitio iPlanner is the Rep-centered tool for managing customers, meetings, and presentations, as well as running product details.
The iPlanner contains an updateable database of customers, which can be managed on a per user basis, or in groups of users.
The iPlanner executes presentations and tracks usage and timing data points for use with the Agnitio Analyzer.
Agnitio Analyzer
The Agnitio Analyzer is the analytical component of the Agnitio CLM suite. It allows sorting, filtering,
analyzing and structuring across all data points collected in presentations conducted using the Agnitio iPlanner.
Technical Information
HTML
The basis of content building for the iPlanner is HTML5, thus any HTML, CSS and JavaScript can be used to build presentations.
To enable detailed tracking within the presentation there is a simple-to-use JavaScript API which allows you to capture data from the presentation as you see fit.
Visit our wiki for the development guidelines: IPad Presentation Development Guide
Monitoring / Analyzer
Simply add a script tag to the head with src="../viewer/js/monitor.js". Although this feature cannot be tested outside the iPlanner,
the monitor.js becomes available to presentations uploaded to the iPlanner ftp.
You may find our Monitoring API here: Agnitio Monitoring API (iPad)
References / PDF viewer
The iPlanner already includes a built in PDF viewer to open pdfs. Usage: Script tag to the head with src="../viewer/js/pdf.js”.
Call the javascript function, openPDF with the file path as parameter. Ex: openPDF('docs/PDF_document.pdf');.
Presentation Icon
In order to display a presentation icon inside the iPlanner presentation overview, place an image file called icon.png (220x64px) to the root level of your HTML archive.
Getting started (Workflow Step 1-5, overview)
Workflow Step 1
Setup Step 1
To receive your logins from support@agnitio.com -> We need:
- Full name
- Your function in the project
Agnitio support will create:
- Manager users:
- - Originator
- - Approver
- - Sales group
- - Approver
- iPlanner Users
- Analyzer Users
Setup Step 2 iPlanner: Install, Login and download
- Install the iPlanner and read the supporting documentation "Agnitio CLM iPlanner - Manual.pdf"
- Go to the Apple AppStore
- Search for Agnitio
- Download/Install the Agnitio iPlanner Light
- Login and download presentations
Workflow Step 3
- Create, approve and publish presentations
- Login to the Manager
Workflow Step 4
- Step 4 – the same as in Step 2 for the Placebo presentation
- Login to the iPlanner and download your presentation
Workflow Step 5
- Step 5 – Analyzer: Review monitoring data
- Login to the Analyzer
Supporting Workshops
Manager, iPlanner, Analyzer
Workshops
Default
Default workshops can be held via a web conference. Supporting documentation is provided for
Extra
We have experience developing HTML presentations on iPad since it’s launch in April 2010. Extend your HTML knowledge in one of our workshops and learn more about:
- HTML5/XHTML (new tags, attributes, APIs)
- CSS3
- JavaScript (jQuery, touch events)
- iPad related development
- Information architecture
Supporting Material
Templates, Modules, Design
Templates/Modules
Templates are finalized HTML archives which include a two level navigation structure (chapter/subchapters) supporting the event gesture of horizontal finger-sliding for sequential page access. The templates are well documented and easy to customize. We have released a number of templates which can be purchased anytime.
- Extend your presentation with the following modules. Costs varies according to chosen module.
- Dynamic Agenda – create your own presentation flow.
- Zoom – iPad native.
- Animation switch – allows the user to switch all animation on/off at the start of the presentation.
- Draw – makes it possible to draw on to content in order to e.g. highlight important messages.
- Various custom interactions like sliders, pie charts, video embedding etc……
- Resolution: 1024x768
- Design interactive control elements (e.g. buttons) as large as possible
- Best experiences is keeping it simple
Design hints
Find some more useful suggestions from Apple here:
