d3.2 socratic full prototype v1.0 · 2017-10-06 · full prototype is presented and in chapter 3...

D3.2SOCRATICFULLPROTOTYPE

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AbouttheProject

ProjectTitle SocialCreativeIntelligencePlatformforachievingGlobalSustainabilityGoals

ProjectAcronym SOCRATIC

ProjectNo 688228

Call H2020-ICT-2015CAPS

TypeofAction RIA-ResearchandInnovationAction

ThematicPriority SocialInnovation,CitizenEmpowerment,Gamification,CollectiveAwarenessPlatform,InnovativeSolutions,CAPSprojects,GlobalSustainabilityChallenges,OpenIntelligentCollaborativePlatform,MillenniumDevelopmentGoals(MDGs)

StartDateofProject

01.01.2016

DurationofProject 24Months

ProjectWebsite http://www.socratic.eu/

SocialNetworks www.facebook.com/socractic2020@socratic

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AbouttheDeliverable

WorkPackage WP300PlatformImplementation

Task T320FullPrototypeImplementation

Deliverablelead ATB

Authors(Org) AbhijitVyas,PhilipReimer(ATB)

Reviewers(Org) YolandaRuedaFernández(CIB);ChristianWolff(ATB)

DisseminationLevel: CO

Nature of TheDeliverable

Report

DueDate M16–31/08/2017

SubmissionDate 07/09/2017

Date 05/09/2017

Version 1.0

Abstract This document presents a description of the developedFullPrototypeoftheSOCRATICPlatform.OverallresultofWP300FPdevelopment represents thesoftwareand thisreportdescribingthesoftware.

Keywords SOCRATIC Design Specification Version 01, SOCRATICPlatform, SOCRATIC Services, Use Cases, Mock-Ups,

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Requirements,DataModel,testcases,

Disclaimer

The information, documentation and figures in this deliverable are written by theSOCRATIC project consortium under EC grant agreement 688228 and do notnecessarilyreflecttheviewsoftheEuropeanCommission.TheEuropeanCommissionisnotliableforanyusethatmaybemadeoftheinformationcontainedherein.

Copyrightnotice

©2016-2018SOCRATICConsortium

Acknowledgment

ThisreportisfundedundertheECH2020CAPSprojectSOCRACTIC,grantagreement688228.

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TableofContents1 Introduction.................................................................................................12

1.1 Overview.........................................................................................................12

1.2 DocumentStructure........................................................................................12

2 FullPrototypeOverview...............................................................................13

3 SOCRATICICTPlatform.................................................................................15

3.1 Usedsoftwaretoolsandtechnologies.............................................................15

3.2 SOCRATICProcess............................................................................................17

3.2.1 Overview............................................................................................................18

3.2.2 Prompts.............................................................................................................19

3.2.3 Ideation..............................................................................................................25

3.2.4 Prioritization......................................................................................................35

3.2.5 Prototyping(ProjectorActioncreation)...........................................................40

3.2.6 ScalingandSystematicchange..........................................................................54

3.3 SupportingServices.........................................................................................55

3.3.1 Registration.......................................................................................................55

3.3.2 Security/Authentication....................................................................................56

3.3.3 AdministratorDashboard..................................................................................58

3.3.4 CoordinatorDashboard.....................................................................................87

3.3.5 PlatformNotifications.......................................................................................93

3.3.6 Searchfunctionality...........................................................................................95

3.3.7 Guidelines..........................................................................................................96

3.3.8 SocialInnovationObservatory...........................................................................97

3.3.1 AboutSOCRATIC..............................................................................................101

4 Conclusions................................................................................................102

5 Annex.........................................................................................................103

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ListofFiguresFigure2-1:SOCRATICSystemArchitecture................................................................14

Figure3-1:SOCRATICWelcomePage.........................................................................18

Figure3-2:CreateChallengeForm.............................................................................21

Figure3-3:ViewChallengeinDefinitionphase..........................................................22

Figure3-4:EditingaChallenge...................................................................................23

Figure3-5:ChallengeDiscussion................................................................................24

Figure3-6:OverviewofChallenges............................................................................25

Figure3-7:CreateIdeaForm......................................................................................28

Figure3-8:EditinganIdea..........................................................................................31

Figure3-9:IdeaDetailsPage......................................................................................33

Figure3-10:IdeaDiscussion.......................................................................................34

Figure3-11:ChallengeanditsIdeasinIdeationPhase..............................................35

Figure3-12:PrioritizationofIdeas.............................................................................36

Figure3-13:IdeaSelectionDetailsPage.....................................................................38

Figure3-14:VotingforIdeas......................................................................................39

Figure3-15:Ideaselectiondetailspage:Aftervoting................................................39

Figure3-16:AdminDashboard:Ilead->challenges..................................................40

Figure3-17:AdminDashboard:Ilead->challenges->IdeaSelectionsection..........42

Figure3-18:AdminDashboard:Ilead->challenges->AnIdeaisselected...............43

Figure3-19:AdminDashboard:Ilead->IdeaLeadergetsinvitationtocreateanewaction..................................................................................................................43

Figure3-20:CreateAction:thesolutionpage............................................................45

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Figure3-21:CreateAction:theteam.........................................................................46

Figure3-22:CreateAction:thefirstiteration............................................................47

Figure3-23:CreateAction:calltoaction...................................................................48

Figure3-24:Iterationdetailspage.............................................................................49

Figure3-25:Listofiterationspage.............................................................................50

Figure3-26:Actionsolutionpage...............................................................................51

Figure3-27:Actionbusinessmodeldetailspage.......................................................52

Figure3-28:ListofActionspage.................................................................................53

Figure3-29:ActionDiscussion....................................................................................54

Figure3-30:SOCRATICRegistration...........................................................................56

Figure3-31:SOCRATICLogin|FacebookLogin|LinkedInLogin...............................57

Figure3-32:Administratordashboard:Dashboard....................................................59

Figure3-33:Administratordashboard:Itakepart.....................................................61

Figure3-34:Administratordashboard:Ilead.............................................................63

Figure3-35:Administratordashboard:IleadChallengeActivityPage......................64

Figure3-36:Administratordashboard:IleadChallengeParticipantsPage...............65

Figure3-37:Administratordashboard:IleadIdeaActivitiesPage.............................66

Figure3-38:Administratordashboard:IleadIdeaParticipantsPage........................67

Figure3-39:Administratordashboard:IleadActionActivitiesPage.........................68

Figure3-40:Administratordashboard:IleadActionCalltoActionpage..................69

Figure3-41:Administratordashboard:IleadAction->Teampage............................70

Figure3-42:Administratordashboard:IleadAction->Participantspage.................71

Figure3-43:Administratordashboard:IleadActionEditpage.................................74

Figure3-44:Administratordashboard:IleadActionIterationsPage........................75

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Figure3-45:Administratordashboard:IleadActionIterationEditPage...................76

Figure3-46:Administratordashboard:IleadBusinessmodelpop-upmessagebox.77

Figure3-47:Administratordashboard:IleadBusinessmodeleditpage...................79

Figure3-48:Administratordashboard:Settings........................................................80

Figure3-49:Administratordashboard:Settings->Setprofile...................................81

Figure3-50:Administratordashboard:Settings->ChangePassword.......................82

Figure3-51:Administratordashboard:Settings->ManageNotifications.................83

Figure3-52:Administratordashboard:Settings->InvitePeopletoSOCRATIC.........84

Figure3-53:Administratordashboard:Messages......................................................85

Figure3-54:Administratordashboard:Messages->Pop-upbox..............................86

Figure3-55:Administratordashboard:Messages->Sent.........................................86

Figure3-56:Administratordashboard:Messages->ReadandReply........................87

Figure3-57:Administratordashboard:Messages->Delete......................................87

Figure3-58:Coordinatordashboard:Overview.........................................................88

Figure3-59:Coordinatordashboard:Processes.........................................................90

Figure3-60:Coordinatordashboard:Activities..........................................................91

Figure3-61:Coordinatordashboard:Users...............................................................92

Figure3-62:Coordinatordashboard:Messages.........................................................93

Figure3-63:PlatformNotifications............................................................................94

Figure3-64:textSearch..............................................................................................95

Figure3-65:keywordsSearch....................................................................................96

Figure3-66:SOCRATICplatformGuidelines...............................................................97

Figure3-67:SocialinnovationObservatory.............................................................100

Figure3-68:AboutSOCRATIC...................................................................................101

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Figure5-1:AgileSoftwareDevelopmentPlan:EPTestingFeedback1....................103

Figure5-2:AgileSoftwareDevelopmentPlan:EPTestingFeedback2....................104

Figure5-3:AgileSoftwareDevelopmentPlan:EPTestingFeedback3Sprint:EPRefinement.......................................................................................................104

Figure5-4:AgileSoftwareDevelopmentPlan:EPRefinement................................105

Figure5-5:AgileSoftwareDevelopmentPlan:FPSprint1.......................................106

Figure5-6:AgileSoftwareDevelopmentPlan:FPSprint2.......................................106

Figure5-7:AgileSoftwareDevelopmentPlan:FPSprint3.......................................107

Figure5-8:AgileSoftwareDevelopmentPlan:FPSprint4.......................................108

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ListofTablesTable3-1:UsedSoftwareToolsandTechnologies.....................................................15

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ExecutiveSummaryThis document presents a description of the developed Full Prototype of theSOCRATICPlatform,highlightingtheprogressmadeduringlastphaseoftheproject,by representing new functionalities with screenshots. According to the DoA, theSOCRATICICTsolutionisbasedontheformerFullPrototypeoftheExtremeFactoriesprojects’ platform, which helps to investigate and to refine the acceptance andinterconnectionsamongservicesintermsofrequireddatafortheFullPrototypeoftheSOCRATICplatform.However,bythattime,existingconceptsanduserinterfacesfor all the core services for full prototype could be partly reused and extensiveadaptions have been made in all stages of the SOCRATIC Methodology process,which are supported by the platform. For example, the basic ideation servicefunctionalitieswereimplementedaspartofthefullprototypeofExtremeFactoriesbutwasmuchmore adapted and extended in the scope of SOCRATIC in terms ofUser Interface Design and data model. On the other hand, the Prioritization andImplementation Services included in Extreme Factories have been completelyrewritten(backendandfrontend)inordertosupporttheSOCRATICprocessphasesSelectionandPrototyping,respectively.Thisdocumentcomprises,inadditiontothissummary,anintroductorychapterwithadescriptionofitspurposeandstructure.Inchapter2anoverviewoftheSOCRATICFullPrototypeispresentedandinChapter3thecoresocialinnovationprocessoftheSOCRATIC platform is illustrated by the first three stages as a combination ofdescriptions and screenshots from the current Full Prototype. Chapter 3 providesalso an overview about software tools used for implementation, as well asdescription and interconnection between SOCRATIC services along the SOCRATICMethodology.Chapter4 concludes thedeliverable,andChapter5holdsadditionalinformationabouttheplatformdevelopmentplanfromtheusedissuemanagementtoolinformofanannex.

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1 Introduction1.1 OverviewThe current deliverable document D3.2 represents features and tools developedduring secondphaseof the SOCRATICproject.During early prototypewheremainthreestepsofSOCRATICmethodologystepsnamelyPrompts,IdeationandSelectionwere addressed, full prototype introduces the fourth pillar of the methodology:Prototyping.Thisstage is responsible forselected ideaswhichwould interncanbeconverted to Projects or Actions. The last two stages of the innovation process;ScalingandSystematicchangewillonlybesupportedbymethodology.

TheFPSoftwarecomprehendsuser interfaceof thecoreservicesdeveloped inthescope of the project in agreement of all consortium members. It also includesvariousdashboardssuchasAdministratordashboardandCoordinatordashboardasusefultoolstomanagedifferentprocessesontheplatform.TheFPalsorepresentsthe basis for the implementation of the final NTNU and CIB use case specificdemonstrators.

Based on deliverable D3.1, this document comprises a system overview anddescriptionofthe implementedfullprototypeoftheSOCRATICservices, illustratedbythecorrespondingscreenshots.

1.2 DocumentStructureThedocumentisdividedinthefollowingchapters:

• TheExecutiveSummary• Chapter1presentstheintroductiontothisdeliverable• Chapter 2 gives an overview of the concepts and system architecture

presentedbytheSOCRATICplatform,basedontheSOCRATICconcept.• Chapter 3 presents the Full Prototype (FP) of the SOCRATIC ICT Platform,

explained in conjunction with screenshots of the FP Implementation. ThesubsectionsareorientedalongthefirststagesoftheSOCRATICMethodology,describedinmoredetailswithinDeliverableD2.3MethodologyWorkbook

• Chapter4concludesthedeliverable• Chapter 5 is the annex of this deliverable, which shows the agile

development plan of the used issuemanagement system,which is used inthescopeoftheSOCRATICdevelopment.

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2 FullPrototypeOverviewThe Overall ICT system concept of the full prototype of the SOCRATIC platformsolutionisbasedonacollaborativeplatformincludingfunctionalitiestosupportthemostpracticedInnovationMethodologies inIndustry,namelytheExtremeFactoriesPlatform.AsalreadydescribedinD1.1SOCRATICState-of-the-Art,ExtremeFactorieswas a project about enhancing the innovation management process in globallyacting networked SMEs. It implements a new methodology, based on agilemethodologies and a collaborative internet-based platform for adoption of asystematicinnovationprocess.Targetedinnovationprocesssupportaimedtocoverall the phases of the process from its ideation over ideas prioritisation phase andprototypingphaseuntilthefollow-upoftheimplementedinnovations,followinganagileapproach.

Since the technical SOCRATIC platform is based on the elaborated system ofExtremeFactories, the entire SOCRATIC platform (as described in D1.4 SOCRATICConcept)with the following groups of services is comprised of Inception Services,Prioritisation Services, Implementation Services and Follow-up Services. Each ofthese services is composedof several tools, realized as a combinationof platforminternal solutions. Moreover, Supporting Services include Notification Services,Tagging, Expert Search and User Management Services. The FP of the SOCRATICplatformcoversadaptionsandextensionsoftheExtremeFactoriesservicesalongthefirst four phases of the SOCRATIC methodology, namely Prompts, Ideation,PrioritizationandPrototyping.

Theplatformincludesadditionally:

• GeneralRun-timeInfrastructure,comprisingServiceExecutionEnvironment,SecurityServices

• CommonRepository

TheSOCRATICplatformisimplementedasawebapplicationina3-tierarchitecturefollowing the Model View Controller (MVC) pattern as depicted in the followingfigure.MoredetailsabouttheSOCRATICConceptanditsRequirementscanbefoundinDeliverablesD1.4SOCRATICConceptandD1.3RequirementsAnalysisandtheD2.1DesignSpecificationVersion01.Thecurrentversionof theplatform isavailableonhttps://www.atb-bremen.de/socratic-platform to keep track on features to bedevelopedduringthescopeoftheproject1.Attheendoftheproject,theplatform

1PleasenotethatthefunctionalitiesprovidedbyplatformversiononATBserverissubjecttochange.Witheverynewdeploymentsprint,olddatawillbewipedout.

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sourcecodewillbeprovidedunderopensourcelicensepolicyonpublicsourcecoderepositorysuchasGithub.

Figure2-1:SOCRATICSystemArchitecture

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3 SOCRATICICTPlatform

3.1 UsedsoftwaretoolsandtechnologiesThe most important software tools making up the SOCRATIC developmentenvironment,togetherwiththeirversion,homepageandnameofthetasktheyarebeingusedfor,arelistedinthefollowingtable:

Table3-1:UsedSoftwareToolsandTechnologies

Function SoftwareTool

Version HomePage

ProgrammingLanguage

Java 7 http://www.oracle.com/technetwork/java

JavaApplicationServer

JBossApplicationServer

7.1.1.Final http://wildfly.org/

BuildManager ApacheMaven

>=3.3 http://maven.apache.org/

IDE Eclipse >=4.5 http://eclipse.org/

CSSFramework

TwitterBootstrap

>=2.3 http://twitter.github.com/bootstrap/

JavaScriptFramework

jQuery >=1.11.3 http://www.jquery.org/

WebFramework

ApacheWicket

>=6.20.0 http://wicket.apache.org/

MoredetailsabouttheusedtoolsandtechnologiesandabouttheSOCRATICSystemArchitecture can be found in the Deliverables D2.1 Design Specification Version01,D1.4SOCRATICConceptandD1.3RequirementsAnalysis.

DevelopmentApproach

Theimplementationofthesoftwarewas(forFullPrototype)basedoncommonandstate-of-the-artagile softwaredevelopmentparadigmSCRUM, i.e. the initial setoffunctionalities is based on the Initial Backlog coming from the requirementsdefinitioninD1.3RequirementsAnalysisandgetsupdatedalongthedevelopmentofthederivedfeatures.Thus,aniterativedevelopmentprocessinconjunctionwiththeEnd-UsersCIBandNTNUisapplied.ThedevelopmentoffunctionalitiesissplitupinSprints,which are defined by a certain time frame (onemonth) and a number offeatures (user-stories) picked from the backlog to be developed, agreed andreviewed with the SOCRATIC End-Users. Several sprints are cascaded along the

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development process and planned thoroughly with the help of issue trackingsystems like e.g. Atlassian JIRA within the project. After each sprint, a new andworkingversionof theSOCRATICplatform is releasedtogather feedback fromtheend-userandensurethatpotentialproblemswiththedevelopedfunctionalitiescanbe detected as full as possible and correspondingly handled in the succeedingsprints.The initialbackloggets reviewedaftereach sprint, taking intoaccount theend-users’feedback.After Early prototype, testing procedure for newly developed features on theplatform was changed. The concept of test cases was introduced. The test casewhichdescribes features testconditions (i.e.preandpostconditions)andstepstoperformonplatforminordertoachievedesiredresult.ThiswasparticularlyhelpfulinharmonizingUImock-upsanddevelopmentprocess.Theend-userstestthenewlydevelopedfeaturesbasedontestcasesdevelopedforeachindividualuserstoryandpassoreitherfailsthetestcasebasedonthefinalresult.Anynegativetestresultsarethenaddressedinthefollowingdevelopmentcycle.

In theAnnex,onecan find the softwaredevelopmentplanused for theSOCRATICplatformdevelopmentactivitiesasexportedscreenshotsstartingfrommonth13forfullprototype (Figure5-1 toFigure5-8, foreachsprint releasedafterEP) fromtheIssueManagementToolAtlassianJIRA2.

2Atlassian JIRA is a proprietary issue tracking product, developed by Atlassian. It provides bugtracking,issuetracking,andprojectmanagementfunctionsanditisusedduringthedevelopmentofthe SOCRATIC platform by ATB in order to organize issue tracking along the agile developmentmethodology.

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3.2 SOCRATICProcessThis subchapter presents the full prototype of the SOCRATIC ICT platform withdescriptionandscreenshotsoftheimplementedfunctionalitiesduringsecondphaseof the project. The idea is to present each of the first step of the SOCRATICmethodology with the help of corresponding platform functionalities, which wereimplementedinthescopeofthefullprototypeandwhicharebasedonandextendtheformerExtremeFactoriesProject.

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3.2.1 Overview

WelcomePage

The landingpageof theSOCRATICplatformwhich is shown in the following figurewasalreadypartofEarlyPrototypebutfewadditionalfeatureshasbeenaddedtoit.EarlierUserneedstologintolearnmoreaboutchallengesandideas.Butnowusercan simply read active challenges and ideas on the platform. If he/she needs tocontribute to the existing process (challenge or idea) then only registration isrequired.

Figure3-1:SOCRATICWelcomePage

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3.2.2 PromptsThere were few changes performed on create challenge based on UI mock-upsrequest.Thefollowingscreenshotshows,howonecancreateanewchallenge.TheconceptofInnovationprocesswasremovedandhelptexttoolswereimplementedbasedonUImock-ups.

ChallengeCreation

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Figure3-2:CreateChallengeForm

ChallengeOverview

Aftertheuserhascreatedthechallengeviatheformmentionedabove,achallengeispresented like the following figure is showing to theuser.ChallengeOwnerandcontributors are listed on this page and challenge solver can sendmessage to COdirectlyfromhere.Thissectionwasupdatedinfullprototypephase.Onceplatformusercommentsonchallengedefinitionpageorcreatesanidea(whenchallengeisinideation phase), he/she automatically becomes contributors to this challenge andthusbecomesfollowersofthechallengeandwillgetnotifiedbyplatformwhenanynew updates happens with current challenge. If they don’t want to becomefollowers and do not want to get disturbed by notifications, they simply can un-followchallengebyclickingbuttonontop-rightcorner.

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Figure3-3:ViewChallengeinDefinitionphase

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ChallengeEditing

The user can also edit his/her challenge. By editing the challenge, the ChallengeOwner together with his/her team is able to refine the challenge iteratively. Thissection was already implemented in EP but it was updated and refined in FullPrototypephase.

Figure3-4:EditingaChallenge

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ChallengeDiscussionThe aforementioned refinement of the challenge is also based on the integrateddiscussionfunctionality.Allusersontheplatformareabletopostcommentstothechallengetobring intheirthoughtsandconcerns.Thefollowingfigureshows,howone canmake comments to a challenge. It should be noted that, once challengedefinitionphaseisover,usercannotcommentonthechallengenorhecanlikethechallenge.

Figure3-5:ChallengeDiscussion

ViewChallengesThispagepresentsanoverviewofall challenges,whichare currentlyactive to thelogged in user on the platform. Each challenge can be entered according to itscorresponding stage and the logged in user can modify and contribute to thesechallenges as one likes. This section was also updated and refined during fullprototypephase.

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Figure3-6:OverviewofChallenges

3.2.3 IdeationAfter platform users have created challenges in the prompt phase, which wasdescribedabove,usercanparticipateinthesechallenges(throughbrainstorming)bypostingideasoneachchallenge.Thefollowingscreenshotsshow,howideascanbeposted,viewed,edited,etc.

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CreateIdea

Howtocreatean idea isshown inthefollowingfigure,which is indetailapproachsuggested by UI Mock-Ups developed in D2.1 Design Specification Version 01.Basically, the form follows theprocessof the SOCRATICMethodology in the stageIdeation.

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Figure3-7:CreateIdeaForm

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EditIdea

Theuserwhohaspostedanideacanalsoedititasshowninbelowfigure.Thiswillgivetheuserachancetoimprove,modifyandvalidateanideaforfurtherdiscussion.

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Figure3-8:EditinganIdea

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IdeaDetailPageTheideadetailpageasshownbelowlistsallthedetailsrelatedtotheidea.Thispagehasbeenupdated infullprototypephase.Similartochallengefollowprocess,userwillbecomeanideafollowerwhenhe/shecommentsonideadetailspage.

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Figure3-9:IdeaDetailsPage

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IdeaDiscussion

EachIdeapostedonachallengebyaplatformusercanberevisedandedited.Likeforchallenges,alsoanideahasinturnanintegrateddiscussionfunctionality.Alltheusers on the platform are able to post comments to the idea to bring in theirthoughtsandconcerns.Thefollowingfigureshows,howonecanmakecommentstoanidea.Itshouldbenotedthat,onceideationphaseisfinishandchallengeisinnextstage,ideacannotbecommentedorliked.

Figure3-10:IdeaDiscussion

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ListofIdeasforgivenchallenge

Once the challenge is in the ideation phase, the page that lists all ideas to thischallengelookslikethis.

Figure3-11:ChallengeanditsIdeasinIdeationPhase

3.2.4 PrioritizationThe following screenshots present the prioritization of ideas in the SOCRATICinnovation life cycle phase Prioritization. This section is redeveloped during fullprototypephase.

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PrioritizationofIdeas

Aftertheideationandideapostingonachallengeisdone,theusercanseeallideasto this challenge,andconfigureavotingmethod for this, i.e.how theparticipantsshould vote for these ideas in the challenge. This sectionof theplatform is calledselectionphase.Asshown in figurebelow, the listof ideashasvotingpanelwhichwillenableuserstovotespecificideas.

Figure3-12:PrioritizationofIdeas

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Ideaselectiondetailspage

Theusercanalsotakealookattheideawithdetailsishe/shelikes.Thereissimilarpageasideadetailspagebutwithvotingfunctionality,soifuserlikestheideaafterreadingitthenhe/shecanvote.

Figure3-13:IdeaSelectionDetailsPage

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Two-dimensionalvotingofanidea

Oneveryimportantvotingmethodisthe2-dimensionalvoting,wheretheusercanvotefor ideas inthedimensionfeasibilityandrelevancebymakingastarvotingtoeachofthedimensionandsaveit.

Figure3-14:VotingforIdeas

Figure3-15:Ideaselectiondetailspage:Aftervoting

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3.2.5 Prototyping(ProjectorActioncreation)Onceselection/prioritizationphase isover,prototypingofthe ideawillbegin.HeretheCOwilldecidebasedonmostvotesforanideatoselectitfornextlevel.OnceCOselectsthatidea,aninnovativeideacanbeturnedintoanactionorprojectand itssolution can have multiple iterations for completing the project, as described indetail indeliverableD2.3.Anactioncanalsohave itsbusinessmodelwhereactionleader canputhis/herbusinessmodel fornormalusers to takea look. This entireprocessisdescribedwithdetailsinfollowingsubsections.

Administratordashboard:Ileadsection

As shown in below figure, administrator dashboard was developed as part of fullprototypewhichwouldhelpusertomanageandconfigureitschallenges,ideasandactions related components. I lead section is one of them which displays all theentitieswhichusehaslead/created.Fornow,wewillconcentrateonchallengeonlyforcreatinganactionoutofideaspostedtoparticularchallenge.

Figure3-16:AdminDashboard:Ilead->challenges

Administratordashboard:Challengemanagementpage

Once CO clicks on manage button in Figure 3-16, he/she will be redirected tochallenge management section. This section as shown in below figure has many

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different sub-sections such as Activities, participants, Edit, Idea Selection. Eachindividualsectionisrelatedtoparticularchallengeleadbyloggedinuser.Foractioncreation,wewillonlyfocusfornowonIdeaSelectionsectionshowninFigure3-17.

In this section, CO can have list of ideas related to his/her challenge with somedetails.Asyoucan see from the ideas list, initiallyeach ideahas “OnHalt” status.Now,ifCOlikestohavethisideaentersintonextstageofinnovationprocess,thenhe/sheselects itbychanging“OnHalt”statusto“Selected”statusshowninFigure3-18.

Once CO selects particular idea, the idea leader gets invitation via notification tocreateanactionrelatedtothis ideahe/shehassuggestedasshowninFigure3-19.Whenidealeaderclicksonthatnotification,he/shewillberedirecttoAdministratordashboard’sIleadsection.Thereanidealeaderwillfindlinktocreateanewaction.

Anactioncanbecreatedfromitsoriginalidea.Thisisthereason,whenidealeaderfirstclickon“CreateAction”link,he/shewillfindallnecessarydetailsfromoriginalidea.Figure3-20showsveryfirststepoutoffourtocreateacompleteaction.

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Figure3-17:AdminDashboard:Ilead->challenges->IdeaSelectionsection

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Figure3-18:AdminDashboard:Ilead->challenges->AnIdeaisselected

Figure3-19:AdminDashboard:Ilead->IdeaLeadergetsinvitationtocreateanewaction.

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Figure3-20:CreateAction:thesolutionpage.

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CreateAction:theteam

The second stageof the action creationprocess is to add a team toperformnewaction. Initiallyplatformsuggests ideacontributorsaspotential teammembers fornewly created action team. It depends upon action leaderwhich idea contributorgetstobepartofactionteam.

Figure3-21:CreateAction:theteam.

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CreateAction:thefirstiteration

Onceteamiscreated,itistimeforveryfirstiterationfornewlycreatedaction.Thisiteration will be the main active plan for action solution. Following agilemethodology,anactionwillhavemany iterations toperformcertain tasksdefinedandplanedbyactionleader.

Figure3-22:CreateAction:thefirstiteration.

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CreateAction:calltoaction

Thelaststeptocreateanactionistowritecalltoaction.Thisisthetextthatwillbedisplayedfornewlycreatedactionasshortsummeryorcurrentstatusoftheaction.Platformuserscantakealookatcalltoactionanddecideiftheywantstoparticipateintothisaction.

Figure3-23:CreateAction:calltoaction.

Iterationdetailspage

Once action leader clicks on update button in action creation: call to action page,he/shewillberedirectedtoIterationdetailspageasshowninFigure3-24.Thisistheiteration action leader has created in third step of action creation process. It alsoinclude call to actionwhich serves its purpose by displaying current status of theaction.Otherplatformuserscanreaditandiffoundinterestedthencantakealookatactionsolutionandparticipateinaction.Platformuserscanalsocommentonthecurrentiterationandlikes(thumbs-up)it iftheywant.Theycanalsofollowcurrentactionsothatifanyupdateshappenswithactiontheygetsnotifications.

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Figure3-24:Iterationdetailspage.

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ActionListofIterationsPage

AsshowninFigure3-24Iterationdetailspagehaslink“returntoiterations”.ThislinkwillleadusertolistofalliterationsforcurrentactionasshowninFigure3-25.Userscan go through list of all iterations and find the progress of current actionimplementation.

Figure3-25:Listofiterationspage.

ActionSolutionPage

Asshowninbelowfigure,anactionsolutionpagecontainsallthedetailsrelatedtocurrent action. Platformusers can take a look at themanddecide if theywant toparticipateincurrentaction.

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Figure3-26:Actionsolutionpage.

ActionBusinessModelPage

Thisisthethirdcomponentoftheaction.Itwillreflectwidelyknownbusinessmodelforactionparticipants to takea look.Thismodel ispartially filledbyplatformandasksaction leadertofinishtherestofthe informationby itsown.Actin leadercanmodify business model in Administrator dashboard: I lead’s action managementsectionwhichwillbeexplainedindetailsinAdministratordashboardsectionofthischapter.

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Figure3-27:Actionbusinessmodeldetailspage.

ListofActionsPage

User can take a look at all existing actions on SOCRATIC platform by clicking onACTIONSlinkontopnavigationbar.Thiswouldredirectusertolistofactionspage.

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Figure3-28:ListofActionspage.

ActionDiscussion

As of now all three stages of action, i.e. action solution, iteration and businessmodelshavecommentingfunctionality.

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Figure3-29:ActionDiscussion.

3.2.6 ScalingandSystematicchangeThisisthelaststageofSOCRATICmethodology,asdescribedindeliverableD2.3.Thispartoftheinnovationlifecyclewasagreednottobeprovidedbytheplatformbutonlybymethodology,althoughusercanbemadeawareoftheselasttwostagesofinnovation process on platform. Since this task was not set as priority for full

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prototype, it was not implemented on platform. However, final version of theplatform(atendofproject)willhavesectioncalled“ImpactStories”.

3.3 SupportingServicesThe following subsections will present the Supporting Services of the SOCRATICPlatforminformofscreenshots.

3.3.1 RegistrationIn order to join the platform a user can register with the help of the followingregistrationformordirectlyloginwithanexistingLinkedInorFacebookAccount.

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Figure3-30:SOCRATICRegistration

3.3.2 Security/Authentication

After a user has registered directly on the SOCRATIC platform, a user canauthenticateviatheemailaddressandapassword.Moreover,itispossibletologin(andregister)directlyviaanexistingLinkedInorFacebookAccount.

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Figure3-31:SOCRATICLogin|FacebookLogin|LinkedInLogin

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3.3.3 AdministratorDashboardAdministratordashboardisalreadymentionedinprevioussectionofthisdocumentmainlytoexplainactioncreationprocess.Nowitwillbefullyexplainedindetails.

AswecanseefromFigure3-32,therearemainlyfivesectionsoftheadministratordashboard.Let’sexamineallofthemonebyone.

Dashboard

Thissectionpresentsoverviewintermsofcurrentchallengeswhichare ledbyandparticipatedbyloggedinuser.

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Figure3-32:Administratordashboard:Dashboard

Itakepart

This section shows challenges, ideas, and actions which are participated orcontributedbyloggedinuser.Usecanexplorethoseandseeindetailwhatisgoingonwitheachindividualentity.

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Figure3-33:Administratordashboard:Itakepart

Ilead

Similar to I take part section, I lead sectionwould represent list of all challenges,ideas,andactionwhichareledbyloggedinuser.AswecanseefromFigure3-34,allentities has “manage” button. This button will lead to each entitiesmanagementsection,whichisdevelopedseparately.

Thus, challenge, idea and actionmanagement section can be reached from I leadsection.FromFigure3-33andFigure3-34,itcanbeclearthatusercanleadandtakepartinsameentity.

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Figure3-34:Administratordashboard:Ilead

Now we will describe each individual entities management sections. We havepartiallygotglimpseofchallengemanagementsectionwhenwewerecreatinganewactionfromideainPrototyping(ProjectorActioncreation)section.Nowwewilltakeadetaillookatchallenge,ideaandactionmanagementsections.

Challengemanagement

Ifchallengeownerwantstomanagechallengehe/shecandosobypressingmanagebuttononchallengecard.COwillgetredirectedtochallengeactivitypageasshownbelow.

Activities

Thispagewilllistalltheactivitiesrelatedtocurrentchallenge.Activitieswillincludewritingcommentsonchallengedefinitionpage,creatinganewideawhenchallengeisinideationphase,likingthechallenge.

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Figure3-35:Administratordashboard:IleadChallengeActivityPage

Participants

Participants section will include all the contributors of the challenge who hascommentedorlikedthechallengewhileitisindefinitionstageorhaveaddedanewideatochallengewhenitisinideationstage.

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Figure3-36:Administratordashboard:IleadChallengeParticipantsPage

ChallengeEdit

ThesefunctionalityisalreadycoveredinPromptssection.

IdeaSelection

ThesefunctionalityisalreadycoveredinPrototyping(ProjectorActioncreation)section.

Ideamanagement

Ifideaownerwantstomanageideahe/shecandosobypressingmanagebuttononideacard.Idealeaderwillgetredirectedtoideaactivitypageasshownbelow.

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Activities

Ideaactivitieswouldbecommentingon ideaor likingan ideawhencorrespondingchallenge is in ideation phase, additionally voting on idea when challenge is inselection/prioritizationphase.

Figure3-37:Administratordashboard:IleadIdeaActivitiesPage

Participants

Participantssectionwillincludeallthecontributorsoftheideawhohascommentedorlikedtheideawhilecorrespondingchallengeisinideationstageorhavevotedanideawhenchallengeisinselectionstage.

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Figure3-38:Administratordashboard:IleadIdeaParticipantsPage

IdeaEdit

ThesefunctionalityisalreadycoveredinIdeationsection.

Actionmanagement

Ifactionleaderwantstomanageactionhe/shecandosobypressingmanagebuttonon action card. Action leader will get redirected to action activity page as shownbelow.

Activities

Actionactivitieswouldbe commentingonor liking an action solution, iterationorbusinessmodel.

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Figure3-39:Administratordashboard:IleadActionActivitiesPage

CalltoAction

Calltoactioncanbemodifiedinthissection.Thiswillbeveryhelpfultoshowstatusoftheactionwhendifferentiterationsarefinished.

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Figure3-40:Administratordashboard:IleadActionCalltoActionpage

Team

Actionteamlistwouldbeplatformuserswhoareselectedbyactionleadertotakeresponsibility to finish given action task or iteration. Action contributors can beselectedasteammembersshowninFigure3-42inParticipantssection.

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Figure3-41:Administratordashboard:IleadAction->Teampage.

Participants

Participants are those who have contributed for given action by commenting orlikingactionsolution,iterationorbusinessmodel.Theycanbeaddedtotheteamifactionleaderfindsthemappropriatematchforgiventask.

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Figure3-42:Administratordashboard:IleadAction->Participantspage.

EditSolution

Anactionleadercaneditactionsolutioninthissection.Byeditingtheaction,actionleadertogetherwithhis/herteamisabletorefinetheactioniteratively.

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Figure3-43:Administratordashboard:IleadActionEditpage.

Iterations

Inthissection,anactionleadercanmanageiterationsrelatedtohis/heraction.Thispagewould listall the iterationsrelatedtocurrentactionasshown inFigure3-44.Action leadercaneditcurrent iterationbychangingdetails relatedto itandset its

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status to“Finished”asshown inFigure3-45.Bydoingsohe/shecancreateanewiteration.Anew iteration canonlybe createdwhen the current iteration is set to“Finished”.

Figure3-44:Administratordashboard:IleadActionIterationsPage

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Figure3-45:Administratordashboard:IleadActionIterationEditPage

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BusinessModel

The last section of the actionmanagement is to edit/set businessmodel. Initiallybusinessmodel isnotcompletelyfilled.Soeverytimeanactionleaderenters intobusinessmodelsectionapopupmessageboxisshowntohim/herinordertomakethingsclear.Onceaction leader finishesevery filedofbusinessmodel, thispop-upboxwillnotappear.

Figure3-46:Administratordashboard:IleadBusinessmodelpop-upmessagebox.

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Figure3-47:Administratordashboard:IleadBusinessmodeleditpage.

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Settings

Settingssectiondealswithuser’sowndatasuchasitsprofilesettings,passwordsettings,notificationssettingsandinvitepeople.

Figure3-48:Administratordashboard:Settings

Settings:UserProfile

Ausercanprovidepersonal informationabouthimself/herselfbyfilling intheuserprofile.WhenauserisusingLinkedInorFacebookforloggingintotheplatform,theemailaddressandtheprofilepictureareretrievedfromthecorrespondingaccountandtheuserprofileonSOCRATICgetsprefilledautomaticallywiththisinformation.A user has several options to fill in information about himself/herself. Someinformationlikee.g.skillsandinterestsareusedbytheplatformtosuggesttheuserinteresting challenges and participations on the platform automatically. Thisfunctionalityisupdatedduringfullprototypephase.

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Figure3-49:Administratordashboard:Settings->Setprofile

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Settings:ChangePassword

Platformusercanalsochangehis/herpasswordifneeded.Oncepasswordhasbeenreset, platformwill notify userby emailwith title as SOCRATICPasswordReset sothatusercanconfirmthisaction.

Figure3-50:Administratordashboard:Settings->ChangePassword

Settings:ManageNotifications

Ifauserdoesnotwanttogetnotifiedbythesystemautomatically,theFPholdsfirstversionofthemanagementUIofnotificationstoinfluencethiskindoffunctionalitybypersonalpreferences,whichcanbeseeninthefollowingFigure3-51.

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Currently, it isonlypossibletomanagenotificationsforchallengesandideasaswecanseefrombelowfigure.

Figure3-51:Administratordashboard:Settings->ManageNotifications

Settings:InvitepeopletoSOCRATIC

Thisisadditionalservicewhichwaspartofearlyprototype.ThiscanbeveryusefulwhenplatformuserwantstoinviteotherpeopletocheckoutSOCRATICplatform.

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Figure3-52:Administratordashboard:Settings->InvitePeopletoSOCRATIC

Messages

This is one of the useful functionality added in full prototype. Platform users cansend messages to each other and communicate on platform level so that anyinformationwillnotbesendoutsideoftheplatform.Thiswillenablequick,reliable,easycommunicationonplatform.

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Figure3-53:Administratordashboard:Messages

Onceuserclickson“ComposeMessage”buttononrightsideofmessagesection,apopup box appears as shown below. User can specify one oremultiple receivers,subjectandtextmessageforreceiverstoread.Theonlyconditionformessages is,user needs to know registered email address of other platform users. UnreadmessageswillbedisplayedbybluetextasinFigure3-53andreadmessageswillbewithgreentextcolourshowninFigure3-56.Alsototalnoofunreadmessageswillbedisplayedaspost-fixtoheaderinInboxsection.

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Figure3-54:Administratordashboard:Messages->Pop-upbox

Figure3-55:Administratordashboard:Messages->Sent

Usercantakealookatthemessagebyclickingonthetextandreplyitimmediatelyifhe/shelikes.

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Figure3-56:Administratordashboard:Messages->ReadandReply

User can also delete anymessage(s). A confirmationmodelwill appear once userclicksondeletebutton.Itshouldbenotedthatdeletebuttonwillbeenabledwhenuserselectsonemoremultiplemessage.

Figure3-57:Administratordashboard:Messages->Delete

3.3.4 CoordinatorDashboardCoordinator dashboard is one of the most useful tool for coordinators.With thistools coordinators can perform bunch of activities such as; visualize processes,searchplatformusers, findoutcurrentactivitieshappeningontheplatformandat

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last sendmessages toanyuseron theplatform.Currently “claims” functionality isnotclearlydefinedsothisisnotbeenpartoffullprototype.

Overview

Figure3-58:Coordinatordashboard:Overview

Processes

Processes are defined as challenges, ideas, actions, action iterations, and businessmodels. Those can be listed and found here on this page. Coordinator can usedifferentfilteringcriteriatofinddifferentresultsforprocessesrunningonplatform.

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Figure3-59:Coordinatordashboard:Processes

Activities

Activities page lists all current activities happening on the platform. It listscomments, likes, and voting.Different filtering criteriaprovided for coordinator tofilterandsearchforspecifictypeofactivity.

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Figure3-60:Coordinatordashboard:Activities

Users

Thisisoneofthemostusefulsectionforcoordinators.Heretheycanvisualizealltheplatform members and their contribution to SOCRATIC platform. This states willcreateconfidenceincoordinatorstocontactandappreciatecertainmembersofthecommunitywhoaredoinggoodjob!

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Figure3-61:Coordinatordashboard:Users

Messages

Coordinators just like administrators can send and receive messages. This will beveryusefultooltobeincontactwithotherplatformusers.

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Figure3-62:Coordinatordashboard:Messages

3.3.5 PlatformNotificationsWhenworking on the platform as a user, each user gets notified by the platformautomatically by so-callednotifications,which canbe seen in the following figure.Currentlytherearedifferenttypesofnotificationsprovidedbytheplatformsuchasupdatesrelatedtoeachcontributedorledentity(challenges,ideasandactions).

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Figure3-63:PlatformNotifications

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3.3.6 SearchfunctionalityTheSOCRATICplatformusesanintegratedtextbasedsearchengine.Thistextsearchishighlyoptimizedandcanreturnmultipleentitiesasshownbelow.

Figure3-64:textSearch

Usercanalsosearchbasedonkeywords,skillsorinterestandfindmultipleentities.Inbelowscreenshot,ideahaskeywordanduserhasskillas“networking”.

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Figure3-65:keywordsSearch

3.3.7 GuidelinesUnderguidelinessection,usercangetunderstandingofSOCRATICmethodology.Anentiresocial innovation lifecycle isexplained indetails inthissectionwhichwouldbeparticularlyhelpfultothosewhoarenotawareofsocialinnovationlifecycle.

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Figure3-66:SOCRATICplatformGuidelines

3.3.8 SocialInnovationObservatoryTheSOCRATICplatformholdsanObservatory,whichmonitorssocialmediachannelsandblogs and gets current information from these to certain topics. For example,the SOCRATIC Observatory retrieves all tweets from Twitter to certain givenhashtags (#SDGs, #socialinnovation, #Horizon2020, #Tech4Good, #2030Agenda,Tweets from@socratic2020)anddisplays them inside theSOCRATICplatform.The

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following figure shows the Twitter Wall for the given hashtags and blogs, whichholdsinformationrelatedtotheUNgoals.

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Figure3-67:SocialinnovationObservatory

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3.3.1 AboutSOCRATICThispageexplainswhatSOCRATICisallabout!AsitisshowninFigure3-68,abriefdescriptionisprovidedinmeaningfulmanner.

Figure3-68:AboutSOCRATIC

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4 ConclusionsAs part of SOCRATIC full prototype, process workflows were designed and web-based user interfaces of the core services were implemented. Moreover, thefunctionalities of the SOCRATIC services were also implemented along with theSOCRATICMethodology steps in conjunctionwith the feedback of End-Users fromCIB and NTNU. Such process provides an overview about the interconnectionbetween different services of the platform and a basic navigation structure. Theworkingfullprototypeoftheplatformmakesiteasiertoverifyandrefinetheoverallconceptandindividualservices.

Lessons learnt fromEPwereused to finishdevelopmentprocessof fullprototype.Thefinalrefinementoftheplatformwillbeacontinuoustaskandwillbecarriedoutwith agile developmentmethodologyuntil endof theproject. The final versionofthe platform will have more refined features than the current one. In order toimproveexistingplatform, feedbacks frompilots runningonNTNUandCIBwillbehelpful. Finally, a demo version of the current platform can be tried athttps://www.atb-bremen.de/socratic-platformtokeeptrackoffuturedevelopmenttaskaswell3.

3PleasenotethatthefunctionalitiesprovidedbyplatformversiononATBserverissubjecttochange.Witheverynewdeploymentsprint,olddatawillbewipedout.

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5 AnnexThe following figures present the agile software development plan exported fromtheAtlassianJIRAIssueManagementToolatthe06thSeptember2017,whichisusedtotrackthesoftwaredevelopmentprocessinSOCRATIC.

Sprint:EPTestingFeedback1

Figure5-1:AgileSoftwareDevelopmentPlan:EPTestingFeedback1

Sprint:EPTestingFeedback2

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Figure5-2:AgileSoftwareDevelopmentPlan:EPTestingFeedback2

Sprint:EPTestingFeedback3

Figure5-3:AgileSoftwareDevelopmentPlan:EPTestingFeedback3Sprint:EPRefinement

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Figure5-4:AgileSoftwareDevelopmentPlan:EPRefinement

Sprint:FPSprint1

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Figure5-5:AgileSoftwareDevelopmentPlan:FPSprint1

Sprint:FPSprint2

Figure5-6:AgileSoftwareDevelopmentPlan:FPSprint2

Sprint:FPSprint3

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Figure5-7:AgileSoftwareDevelopmentPlan:FPSprint3

Sprint:FPSprint4

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Figure5-8:AgileSoftwareDevelopmentPlan:FPSprint4