Project Feedback Wizard

WP-Client is proud to announce the impending release of WP-Client v.2.7.9 which includes several major updates including the Project Feedback Wizard.

The Project Feedback Wizard is essentially a unique, professional, secure & efficient method whereby the administrator of the site can bundle together a specific set of images, documents, files or links – and effectively present to a client a simple and easy to follow process that allows them to provide formalized and focused feedback.

Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each Wizard would represent the entire envelope, and all its’ contents. Each page in the Wizard represents a drawing, image, concept, document or PDF that you’re seeking the client’s opinion on. At the bottom of each page would be a set of options for your client to mark that would let him/her indicate their thoughts on that particular page’s content. There would also be an area for the client to provide more detailed written comments in order to expound on their feedback selection. All the pages together represent the Wizard as a whole.

To create a Project Feedback Wizard (PFW), you will first start by defining which items it will contain, and what type of feedback you would like to see from your client. You can even define the number and content of the feedback choices. When you have made these choices and configured them, you would then proceed to upload each item that will be contained in the wizard for feedback.

If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE, DISAPPROVE and LET’S DISCUSS FURTHER. The next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on.  Each item would require the client to make a feedback choice, and offer them the option of leaving comments about each individual item.

After they work their way through the slides, they are then able to leave summary feedback about the project as a whole, and then finalize and submit.

Upon final submission, the results are stored in the database, and are emailed to both the admin/manager and the client.  The results can be viewed at any time in the admin console of WP-Client.

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