mysbdc • project studio
ibm carbon × ascii
Welcome, Kristin ▾
Unified Platform for 18 centers → one login, faster outcomes
SSO-powered 641 onboarding • One-click trainings • TurboTax-style milestones • Real-time Success Atlas • ~40% less admin • WCAG 2.1 AA
Central ↔ Regional Model
One platform, local identity preserved.
CENTRAL PLATFORM (norcalsbdc.org) - Unified navigation + brand - Shared APIs: Neoserra, LearnWorlds, Zoom, Constant Contact - Accessibility: WCAG 2.1 AA - SSO across services (frictionless login) BENEFIT: consistency, scale, ~40% less maintenance
CENTER PAGES (/marin, /solano, …) - Local team bios & specialties - Auto-populated event feeds - Local success stories - SEO: subdirectories retain authority ``` SAMPLE: layout of nav logic PRIMARY SBDC WEBSITE - NAVIGATION WITH CONTENT STRATEGY ═══════════════════════════════════════════════════════════════════════════════════════════════════════════════ **Header Bar** [SBDC Logo] Grow About Resources MySBDC Start Here EN | ES [?] Help ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ **Geotargeting Bar** 📍 Your center: Silicon Valley SBDC - San Jose, CA [Change] ──────────────────────────────────────────────────────────────────────────────────────────────────────────── CONTENT MAPPING ═══════════════════════════════════════════════════════════════════════════════════════════════════════════════ GROW ▼ ABOUT ▼ RESOURCES ▼ (LOCAL CENTER CONTENT) (REGIONAL/NETWORK CONTENT) (SHARED LIBRARY) Dynamic per center Static across all centers Centralized assets │ │ │ ▼ ▼ ▼ Advising Our Network Business Plans Training & Events Mission & Vision Financial Tools - Upcoming at YOUR center Impact & Results Marketing Guides - Register for YOUR workshops 18 Centers Legal Checklists - YOUR advisor team Partners & Funders Videos & Webinars Capital Access Leadership Team Resource Library Industry Programs News & Media - Tech/Manufacturing/Retail History at YOUR location Contact URL EXAMPLES SHOWING SCOPE ═══════════════════════════════════════════════════════════════════════════════════════════════════════════════ GROW (Center-Specific): /grow/advising?center=silicon-valley ← Shows Silicon Valley advisors & booking /grow/events?center=silicon-valley ← Shows Silicon Valley workshops only /grow/capital?center=silicon-valley ← Shows Silicon Valley lenders/programs ABOUT (Regional - Same for All): /about/mission ← Same content regardless of center /about/centers ← Shows all 18 centers /about/impact ← Network-wide metrics RESOURCES (Shared): /resources/business-plan-template ← Same template for everyone /resources/financial-calculator ← Same tool for everyone ABOUT section remains the same (regional content) RESOURCES section remains the same (shared tools) ```
SBDC HOMEPAGE - REVISED ═══════════════════════════════════════════════════════════════════════════════════════════════════════════════ [SBDC Logo] Grow About Resources MySBDC Start Here EN | ES [?] Help ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📍 Your center: Silicon Valley SBDC - San Jose, CA [Change] ──────────────────────────────────────────────────────────────────────────────────────────────────────────── ┌─────────────────────────────────────────────────────────────────────────────────────────────────────────────┐ │ │ │ Your Business People │ │ │ │ Free, confidential advising from Silicon Valley SBDC │ │ │ │ [ Start Your Journey ] │ │ │ └─────────────────────────────────────────────────────────────────────────────────────────────────────────────┘ WHAT BRINGS YOU HERE TODAY? ───────────────────────────────────────────────────────────────────────────────────────────────────────────── ┌─────────────────────────────────────────────────────────────────────────────────────────┐ │ 🚀 Starting I need help launching my business │ ├─────────────────────────────────────────────────────────────────────────────────────────┤ │ 💰 Funding I need capital to grow │ ├─────────────────────────────────────────────────────────────────────────────────────────┤ │ 📈 Growing I want to scale my existing business │ ├─────────────────────────────────────────────────────────────────────────────────────────┤ │ 👥 Advising I want to meet with an expert advisor │ └─────────────────────────────────────────────────────────────────────────────────────────┘ YOUR SILICON VALLEY SBDC TEAM ───────────────────────────────────────────────────────────────────────────────────────────────────────────── ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ │ 👤 │ │ 👤 │ │ 👤 │ │ 👤 │ │ 👤 │ │ Michael │ │ Sarah │ │ David │ │ Maria │ │ Ray │ │ Finance │ │ Marketing │ │ Tech/SaaS │ │ Retail │ │ Legal │ └───────────┘ └───────────┘ └───────────┘ └───────────┘ └───────────┘ [ Meet Our Advisors ] [ Book Appointment ] THIS WEEK AT YOUR CENTER ───────────────────────────────────────────────────────────────────────────────────────────────────────────── Tomorrow │ Digital Marketing Essentials │ 9:00 AM │ 3 spots left [Register] Thu Dec 14 │ Understanding Cash Flow │ 2:00 PM │ Open [Register] Fri Dec 15 │ 1-on-1 Advisor Hours │ All Day │ 2 slots open [Book] [ View Full Calendar ] RECENT WINS FROM YOUR NEIGHBORS ───────────────────────────────────────────────────────────────────────────────────────────────────────────── "Your Business People at Silicon Valley SBDC helped us go from idea to $1M in revenue in 18 months." - TechStart Solutions, San Jose Last 30 Days at Silicon Valley SBDC: • 47 businesses helped • $2.3M in capital accessed • 112 jobs created [ Read Success Stories ] [ View Impact Map ] ───────────────────────────────────────────────────────────────────────────────────────────────────────────── Questions? Call Your Business People: (408) 555-0200 | Walk-ins Welcome: 2000 Gateway Place, San Jose © 2025 NorCal SBDC Network | Privacy | Terms | Funded by SBA ───────────────────────────────────────────────────────────────────────────────────────────────────────────── MOBILE VERSION (360px) ═══════════════════════════════════════════════════════════════════════════════════════════════════════════════ [SBDC Logo] ≡ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📍 Silicon Valley SBDC [Change] ────────────────────────────────── ┌──────────────────────────────────┐ │ │ │ Your Business People │ │ │ │ Free, confidential advising │ │ from Silicon Valley SBDC │ │ │ │ [ Start Your Journey ] │ │ │ └──────────────────────────────────────────────────────────────────────────────────────────────────────────┘ What brings you here? 🚀 Starting a Business 💰 Getting Funding 📈 Growing & Scaling 👥 Meet an Advisor [View More ↓]
note
Nav shows desktop + mobile patterns with accent bar.
We're going after a Candid.org inspired simple nav - clean, focused. Mockups coming soon in figma.
Client Journey
A clean, README-style overview with the thesis + lifecycle.
MY SBDC — CLIENT JOURNEY
========================
Thesis:
-------
One login, one platform, one connected journey from first hello to lasting impact.
We reduce friction for clients, staff, and leadership by unifying intake, engagement,
and outcome tracking into a single, seamless system.
Lifecycle:
----------
1) Awareness
- Find us via partners, events, or search. Global brand; local identity.
2) Intake (641)
- Single Sign-On (SSO); prefill wherever possible.
- Branching logic trims time-to-complete.
3) Readiness Routing
- Advisor-Ready Track OR Pre-Advising Path.
- Clear next steps, training path, and nudges.
4) Engagement (Dashboard)
- Personalized modules; one-click registrations; advisor notes.
- Milestone Creation Wizard to log wins in real time.
5) Outcomes (Atlas)
- Milestones flow into public-facing map + internal ROI views.
- Filters by center, industry, type, date.
6) Feedback & Growth
- Atlas metrics inform leadership; stories inspire; programs improve.
Key Points:
-----------
- Milestone capture lives in the Dashboard (post-onboarding).
- Atlas is both public proof and internal dashboard.
- Every step is measurable and improvable.
Key Workflows
SSO → 641 → Routing • Success Story Pipeline • Engagement engine.
UNIFIED CLIENT JOURNEY [SSO Login] → [641 Wizard] → [Readiness Rules] │ ┌───────────┴───────────┐ ▼ ▼ Advisor-Ready Track Pre-Advising Track - Advisor match & schedule - Learning path (LearnWorlds) - Advanced workshops - Progress bar to 'unlock' advising - One-click registrations - Nudges & checklists
SUCCESS STORY PIPELINE — from milestone to marketing asset [MILESTONE CAPTURE] [AUTO ENRICHMENT] [ATLAS DISPLAY] Client Dashboard AI Processing Public Map • Capital • Jobs • Rev • Industry context • Pin on map "Submit Success" → • Success factors • Stats popup • Quote extraction • Story link │ │ └──────────────┬──────────────┘ ▼ CONTENT: blog draft • social posts • email feature • press • Atlas federation
NOTIFICATIONS / NUDGES ENGINE Triggers → Rules → Templates → Channels (email, SMS opt-in, in-app) Benefit: keeps clients active, improves attendance, shortens time to outcomes
note
Workflows connect intake → readiness → advising or a brief learning path. Milestones potentially become social stories after a light review (Samantha/Aaron)
Dashboard & Logic
Personalized modules adapt to readiness, industry, and goals.
ADVISOR-READY
- Full Advisor Hub
- Advanced workshops unlocked
- One-click event registration
- Recommended resources (loan checklists, cashflow templates)
PRE-ADVISING
- Foundational courses (LearnWorlds)
- Progress bar: ███████░░ (70%) → towards advisor session
- Nudges: “Finish plan”, “Register for Business Planning 101”
- Milestones quick-add for early wins
MOCKUP
```
+---------------------------+------------------------------+------------------------------+
| goal | status | next check-in |
| secure a $25,000 loan | advisor ready • intake comp. | aug 14 • 2:00 pm |
+---------------------------+------------------------------+------------------------------+
+-----------------------------------------------+-------------------------------+
| next best step | your advisor |
| upload last 6 months of bank statements | michael a., lending specialist|
| why: lenders need cashflow history to eval. | response: ~1 business day |
| [upload files] [see checklist] | [message] [schedule] |
+-----------------------------------------------+-------------------------------+
+-----------------------------------------------+-------------------------------+
| recommended trainings | notifications |
| - loan readiness: aug 12, online [register] | - checklist item due |
| - bank-ready plan: aug 19, in-person | - advisor message |
| - underwriting 101: aug 27, online | - training starts in 24 hrs |
+-----------------------------------------------+-------------------------------+
+-----------------------------------------------+-------------------------------+
| milestone wizard | loan readiness progress |
| - received funding | [#####---] 5/8 complete |
| - hired employee | - business plan ✓ |
| - increased revenue | - cash flow statement ✓ |
| - launched business | - bank statements pending |
+-----------------------------------------------+-------------------------------+
+-----------------------------------------------+-------------------------------+
| success atlas | resources |
| - capital secured: $4.2m | - loan checklist (pdf) |
| - jobs created: 128 | - sample cash flow (sheet) |
| - business launches: 36 | - local lenders directory |
+-----------------------------------------------+-------------------------------+
footer: © norcal sbdc • your business, better
```
DESKTOP GRID
Sidebar (L) Main (center) Right Rail (R)
┌──────────────┐ ┌──────────────────────────────────────────────┐ ┌──────────────────────────────┐
│ Dashboard │ │ Welcome back, Sarah! │ │ Trainings & Events │
│ My Milestones│ │ ┌── Card: Capital Raised ────┐ ┌──────┐ │ │ • Digital Marketing … [Reg]│
│ Business Plan│ │ │ $125,000 (+15% QoQ) │ │ Jobs │ │ │ • Financial Workshop [Reg]│
│ Appointments │ │ └───────────────────────────┘ │ 8 (+3)│ │ │ • Networking Mixer [Reg]│
│ My Advisor │ │ Recent Milestones (list) │ │ └──────────────────────────────┘
│ Resources │ │ Upcoming Tasks (checklist) │ │ ┌──────────────────────────────┐
└──────────────┘ │ Advisor Notes (thread) │ │ │ Next Appointment │
└────────────────────────────────────┴────────┘ │ • Advisor: Michael │
│ • 11:00–12:00 (Join) │
└──────────────────────────────┘
MILESTONE CREATION WIZARD (Step 1)
Select Type(s):
┌───────────────────────┐ ┌───────────────────────┐ ┌───────────────────────┐
│ Capital Infusion │ │ Jobs Created │ │ Revenue Increase │
│ Report loans, grants… │ │ New positions added │ │ Growth over period │
└───────────────────────┘ └───────────────────────┘ └───────────────────────┘
┌───────────────────────┐ ┌───────────────────────┐ ┌───────────────────────┐
│ Contract Awarded │ │ Business Started │ │ Other Milestone │
└───────────────────────┘ └───────────────────────┘ └───────────────────────┘
Stepper: ① Select ② Enter Details ③ Review & Submit
note
Dashboard adapts to the client’s stage; milestone capture lives here and feeds Atlas automatically.
Success Atlas
Real-time impact map—capital, jobs, launches—fed by milestones.
PUBLIC VIEW - Homepage ticker: "Last 24h: $2.3M secured, 47 jobs" - Interactive heat map + pins - Filters: center • industry • date • type - CTA: Explore full Atlas
DASHBOARD INTEGRATION - "Add Your Success" (FAB) - Personal milestone history - Center leaderboard (friendly competition) Benefits: fundraising visuals, real-time ROI, client inspiration
PIN DETAILS CARD
┌─────────────────────────────────────────────────────┐
│ Coastal Brew Works [ × ] │
│ Craft Brewery & Taproom │
│ 💠 $150,000 Capital Secured • SBA Loan — May 2025 │
│ “SBDC guidance was crucial…” — Sarah Johnson │
│ [ Read Full Success Story ] │
└─────────────────────────────────────────────────────┘
Suggestions for Maximizing Atlas:
---------------------------------
1) Encourage clients to log milestones immediately in Dashboard.
2) Feature Atlas results in newsletters, events, and partner briefings.
3) Use filters live in presentations (industry/region) to tailor ROI.
4) Refresh stories linked to pins for stronger SEO and engagement.
5) Pull Atlas metrics into proposals and quarterly board reports.
note
Atlas is public proof and internal dashboard. No personal info on the map.
Enhanced 641 — Intelligent Onboarding
The 641 is the signup. SSO prefill + branching → instant value.
OVERVIEW & BRANCHING
[SSO] → [641 Wizard] → [Readiness Scoring]
│
┌─────────┴─────────┐
▼ ▼
Advisor-Ready Pre-Advising
ADVISOR-READY - Immediate advisor match & schedule (≤ 48h) - Advanced workshops unlocked - Resource pack (loan checklist, cashflow template)
PRE-ADVISING
- Foundation courses (LearnWorlds)
- Progress to unlock advising → ███████░░ 70%
- Clear checklist + nudges
REVIEW & E-SIGN (final)
Section summaries • E-sign checkboxes • Signature pad • Submit
note
641 shortens time-to-advising via branching; after submit, clients either meet an advisor or follow a short prep path.
Benefits
Client • Staff • Leadership
CLIENT - One login for everything - Faster first value (advisor or path) - Clear progress via milestones & trainings STAFF - Automated intake → Neoserra (no double entry) - Integrated event registration (CRM sync) - Centralized client journey + real-time reporting LEADERSHIP - Unified brand across 18 centers - ~40% admin reduction network-wide - Success Atlas: live ROI for funders
KPIs & Success Metrics
Estimates
Signup Completion ███████████████ 87% Admin Time Saved ████████████████████ 40% Monthly Active ████████████ 68% Speed Mobile (4G) ██ < 2s Milestone Uplift ██████████████████ 3× Atlas Engagement ██████████ +28%
Migration
Secure links, dedupe, phased rollout.
PHASES Pilot (10%) → General (60%) → Stragglers (30%)
Identity map (emails/phones) • dedupe rules • magic link → SSO → confirm 641
SLA: 70% migrated in 60 days • <2% duplicates • <1/1000 support tickets
COMMS TEMPLATES
EMAIL — Pilot
Subject: Welcome to MySBDC — Your One Login
Hi {{first_name}}, click below to activate your new account.
[Activate MySBDC] (secure, expires in 14 days)
Validation
┌──────────────────────────┬───────────────┬─────────────────────┬────────────────────────────────────────┐ │ Capability │ Promised │ Confirmed Feasible │ Risk / Fallback │ ├──────────────────────────┼───────────────┼─────────────────────┼────────────────────────────────────────┤ │ SSO (OIDC/SAML) │ Yes │ Pending LW confirm│ API provision + magic links │ │ LearnWorlds progress │ Show in UI │ Webhooks available │ Nightly poll if webhook latency │ │ Zoom links │ Phase B │ Phase A store URLs │ Manual import while API finalizes │ │ Constant Contact tags │ Yes │ Yes │ Global unsub; transactional exempt │ │ Neoserra writes │ Yes │ Yes (limits) │ Queue + retry; avoid two-way conflicts │ │ Atlas updates │ Hourly batch │ Yes (queued) │ Staff approval; no personal info │ │ GPT summaries │ Yes │ Yes │ No routing; rules + manual override │ └──────────────────────────┴───────────────┴─────────────────────┴────────────────────────────────────────┘
note
What’s confirmed, what’s in progress, and the fallback if a dependency slips. Ship, then upgrade.
