Strata GPO Testing Plan

This plan covers all testing needed before the Alyssa demo. Five test dealer profiles are active in the Token Manager, each representing a different dealer persona. Every test should be run through a real token URL to simulate the actual sales experience.

Quick Links

Dashboard Login Credentials

Resource	URL
Command Center Dashboard	strata.fuze.agency/dashboard-v8.html
Deck (No Token)	strata.fuze.agency/deck-v10.html
Midsize Mike — Mid-Size Dealer	strata.fuze.agency/deck-v10.html?token=t_5c729281b1aa
Basic Bob — Generic / Small Dealer	strata.fuze.agency/deck-v10.html?token=t_10410f21ca1b
Groupie Glenn — In-Group Dealer	strata.fuze.agency/deck-v10.html?token=t_7c3f5e7b6773
Groupless Georgie — No-Group Dealer	strata.fuze.agency/deck-v10.html?token=t_847eabfe164e
Large Larry — Large Dealer	strata.fuze.agency/deck-v10.html?token=t_c248a2f64383

Team Member	Role	Responsibility
Dave Hodges	Manager	Dealer deck testing, content editing, sales roleplay
Erik	Manager	Sales engagement roleplay, business intelligence, oversight, settings
Abby	Editor	Deck Builder visual/media testing, slide customization, versions
Alyssa	Client	Client demo (end of day)

Each team member has a unique access code for the Command Center dashboard. Role determines what they can see and do.

Access codes are case-insensitive. Managers see everything. Editors see only Deck Builder, Versions, and Help & Docs. Reps see only Dashboard, their own Tokens, their own Intel, and Help & Docs.

Test Dealer Tokens

All five tokens are active in Token Manager. Each one loads a different dealer profile, which changes the content, vault access, and quiz experience. Test from the prospect’s perspective by opening the token URL in an incognito/private window.

Midsize Mike’s token was stuck in a false EXPIRED state due to a chain of 3 bugs (catch block granting offline access, normalization threshold mismatch, missing server-side backup expiration check). All three have been fixed. Re-activate Mike and verify the full flow works.

Rep tokens now never expire — they stay active until manually revoked. Only prospect (self-guided) tokens expire 24 hours after first open.

Test Scenarios

1. Dealer Deck Walkthrough

Dave tests each of the 5 dealer tokens end-to-end, simulating what a real sales rep would do during a pitch.

Name	Access Code	Role	Access Scope
Erik	`strata2024`	Manager	Full access: Dashboard, Tokens, Intel, Trends, Deck Builder, Settings, Team Mgmt
David Hodges	`david`	Manager	Full access (same as Erik)
Abby	`abby`	Editor	Deck Builder, Versions, Help & Docs only
Demo Rep	`demo`	Rep	Dashboard, Tokens (own), Intel (own), Help & Docs only

Prospect	Profile	Company	Status	Focus
Midsize Mike	Mid-Size Dealer	Midsized Dealer, Inc.	RE-TEST	Was expired (bug fixed). Re-activate and retest
Basic Bob	Generic / Standard	Basic Bob’s Stuff	PENDING	Baseline deck, standard flow
Groupie Glenn	Dealer in a Group	ImmaGroup.com	PENDING	Group-specific content swaps
Groupless Georgie	Not in a Group	No Group For You!	PENDING	Non-group messaging path
Large Larry	Large Dealer	Largest Dealers, LLC	PENDING	Enterprise-scale content

1AFull Deck Navigation

Dave

Open each token URL in incognito. Walk through every slide like a sales rep presenting to a dealer.

All 45 slides load and render correctly (no blank slides, broken images, layout issues)

Navigation arrows work (forward/back), keyboard arrows work

Slide counter updates correctly (01/45, 02/45, etc.)

Slide Index panel opens, shows all slides with correct titles, click-to-jump works

Hover thumbnail previews appear in the Slide Index

Zoom controls expand from ghost circle on hover, zoom in/out functions work

Light/dark mode toggle expands from ghost circle, switches theme properly

1BProfile-Specific Content

Dave

Verify that each dealer persona gets the right tailored content when their profile loads.

Basic Bob (Standard): Default deck content, no profile-specific swaps

Groupie Glenn (In a Group): Slides 4 and 18 swap to buying-group-specific bank slides

Groupless Georgie (Not in Group): Slides 4 and 18 swap to non-buying-group bank slides

Midsize Mike (Mid-Size): Mid-size dealer messaging loads correctly

Large Larry (Large): Enterprise/large dealer content appears

Profile badge shows correct label in the deck UI

1CVault Slides

Dave

Test the vault unlock experience for each dealer. The vault should feel like discovering hidden premium content.

Vault glyph appears in the counter bar

Tapping the vault glyph unlocks vault slides (V1-V9)

Vault strip animates at top of vault slides (purple pulse, diamond hover effects)

Vault slide count shows correctly (0/9 before unlock, tracks after)

Vault content is relevant to the dealer profile

Re-locking vault hides vault slides again

1DInsights (Quiz) Flow

Dave

Each token has a Quiz badge. Test the insights/quiz experience from the prospect’s perspective.

Quiz launches correctly from the deck

Questions render properly, answers are selectable

Score/results display at the end

Results feel relevant and personalized

Quiz data persists (shows in Token Manager engagement stats)

2. Sales Engagement Roleplay

Erik and Dave simulate a real sales conversation using one of the dealer tokens. The goal is to generate a realistic transcript that can be imported into the platform for business intelligence.

2ALive Sales Roleplay

Dave + Erik

Dave plays the sales rep, Erik plays the dealer prospect. Run through a 10-15 minute pitch conversation using the deck.

Select one dealer token (recommend Groupie Glenn or Large Larry for richer content)

Dave presents deck while Erik asks tough dealer questions

Record or transcribe the conversation

Note which slides generated the most discussion

Capture any objections Erik raises as the “dealer”

2BTranscript Import & Intelligence

Erik

Import the roleplay transcript into the platform and verify the business intelligence extraction pipeline.

Transcript imports successfully into the system

AI extracts key topics, objections, and engagement signals

Business intelligence summary is accurate to the actual conversation

Data feeds back into the prospect’s engagement profile

Insights are actionable (a real sales manager could use them for follow-up)

3. Dashboard Visual & Media Testing

Abby logs in with her Editor credentials (code: abby) and tests the Deck Builder and visual experience. As an Editor, she only sees Deck Builder, Versions, and Help & Docs.

3AMedia Tab (New V7 Layout)

Abby (Editor)

The Media tab was redesigned into a two-column compartmentalized layout. Verify everything works from the Editor role.

Two-column grid renders properly (left: backgrounds/effects, right: images/assets)

Background card: image picker opens, overlay slider adjusts darkness

Slide Overlay card: image loads, opacity/blend mode controls work, position dropdown functions

Custom position fields (X/Y/W/H) appear when “Custom” is selected

“Browse Image Library” button at top of right column opens the image picker

Inline Image card: browse, set position (center/float left/float right/full)

Side Image card: browse, select left/right side

Additional Images: add new image slots, remove existing ones

Logo Bar: enable toggle, add logos, adjust height/gap/position

All dropdowns show dark backgrounds with readable text (no white-on-white)

3BImage Library

Abby (Editor)

Test the full image upload and management workflow.

Upload new images via the Image Library panel

Thumbnails appear with correct previews

Click to copy URL works

Delete button appears on hover, removes image

Uploaded images are available when browsing from any slide’s media fields

3CSlide Customization End-to-End

Abby (Editor)

Pick 3-5 slides and fully customize their visuals using the Media tab. This is a real-world test of Abby’s workflow.

Add a background image to a slide, adjust overlay darkness

Layer a slide overlay (PNG graphic) with blend mode and positioning

Add an inline image with different position settings

Add a side image to a 50/50 layout slide

Enable a logo bar with 3-4 partner logos

Save changes and verify they appear in the live deck preview

4. Dashboard Content Editing

Dave tests his ability to update the actual slide copy through the Content Manager. This validates that a marketing director can manage the deck without touching code.

4ACopy Tab Editing

Dave

Edit text content on several slides and verify changes save and render correctly in the deck.

Open a slide in the Content Manager, switch to Copy tab

Edit headline text, save, verify it appears in the deck

Edit body copy, save, verify rendering

Edit tag/subtitle fields

Edit stats (number + label), verify they update

Edit grid cells if the slide has a grid layout

Undo works (reverts to previous saved state)

Reset Copy button clears edits back to defaults

4BLayout Tab

Dave

Test layout controls to make sure non-technical users can adjust slide structure.

Change a slide layout template and verify the deck renders the new layout

Adjust padding/spacing if applicable

Custom CSS field works for advanced tweaks

Layout changes persist after save and page reload

4CExport & Utility Functions

Dave

Test the export and management features of the dashboard.

Export All Copy generates a complete text export of all slides

Export includes vault slides, profile slides, and insight slides

Slide reordering works (if drag-and-drop is enabled)

Search/filter in the slide list works correctly

Tabular view toggle works in the slide editor

5. Alyssa Demo Prep

Final walkthrough before the live demo with Alyssa. This is the polish pass to make sure everything looks sharp.

5ADemo Readiness Checklist

Erik + Dave

Run through everything Alyssa will see. No surprises.

Pick the best dealer token for the demo (recommend one with active engagement data)

Verify the deck loads fast and smooth on the demo machine/screen

All UI elements look polished (nav arrows, ghost circles, vault strip, counter bar)

No console errors in browser dev tools

Dashboard loads cleanly, Media tab shows the new two-column layout

Prepare 2-3 talking points for each major feature to show

Have the handoff doc ready as a reference

Test screen sharing if demo is remote

5BKnown Issues to Address Before Demo

Erik

Items from the comment tracker that should be resolved or acknowledged before showing Alyssa.

Slide 15 tag: change “By the Numbers” to “LMS by the Numbers” (quick win)

Slide 3 stat link: wire “30+ Years” to jump to slide 39 (quick win)

Decide which blocked items to mention vs. skip during demo

Slide 5 reorder question: be ready for Alyssa to ask about this

Slide 18 tabular redesign: have a response ready if she brings it up

Additional Testing (Recommended)

These items cover infrastructure, security, and the new features built overnight. Some could surface issues during the Alyssa demo.

6Cross-Browser & Device Check

Anyone

Make sure the deck works outside of Chrome on a desktop.

Test deck in Firefox and Safari (at minimum)

Test deck on an iPad or tablet (common for sales reps at trade shows)

Check that touch navigation works (swipe or tap arrows)

Verify responsive behavior if browser window is resized

7Team Management & Permissions

Erik

Verify the new 3-tier role system and team management UI. Log in as each role to confirm access control.

Log in as Erik (manager): verify full sidebar — Dashboard, Tokens, Intel, Trends, Deck Builder, Help & Docs, Versions, Settings all visible

Settings tab: Team Management panel shows all 4 members with correct roles and status

Add a test member via Add Member form, verify they appear in the table

Edit a team member (name, email, role), verify changes save

Deactivate a member, verify status changes to Inactive

Re-activate the member, verify status returns to Active

Delete the test member, verify removal

Confirm Abby cannot navigate to Dashboard, Tokens, Intel, Trends, or Settings

Abby lands on Deck Builder by default after login

Confirm Demo Rep cannot navigate to Deck Builder, Versions, Trends, or Settings

Demo Rep sees only their own tokens and intel data, not everyone’s

8Token Management & Security

Dave or Erik

Verify the access control layer works correctly, including the new rep/prospect token behaviors.

Create a new prospect token — verify 24-hour expiration window text appears

Create a new rep token — verify “No expiration” text appears

Open a prospect token URL — verify access works, timer starts

Wait or simulate expiration — verify prospect token shows expired on both dashboard AND deck

Open a rep token URL — verify it stays active indefinitely (no expiration)

Revoke a token — verify the deck URL no longer loads

Re-activate Midsize Mike — verify he can access the deck again (validates the 3-bug fix chain)

Copy URL function works correctly

Token Detail view shows accurate stats (slides viewed, vaults opened, sessions)

Kill All Data flushes server data AND clears localStorage heatmap/events (verify Intel tab resets)

9Heatmap & Analytics

Erik

The Token Manager shows heatmap columns and engagement scores. Verify the data pipeline.

View a token’s heatmap after someone has navigated the deck

Engagement score updates after real usage

Session count increments correctly

Slides viewed / Vaults opened counts are accurate

Data persists across page reloads (flat-file JSON storage is working)

10Server & Performance

Erik

Quick sanity check on the backend before the demo.

api.php responds correctly (test a manual JSON fetch)

File locking works under concurrent access (open dashboard in two tabs, save from both)

No data corruption after rapid saves

Deck load time is under 3 seconds on a normal connection

No memory issues with the deck file

Time	Activity	Who
Morning	Dave: Dealer deck walkthroughs (Tests 1A-1D) across all 5 tokens	Dave
Late Morning	Erik + Dave: Sales roleplay session (Test 2A)	Dave + Erik
Midday	Erik: Transcript import and BI extraction (Test 2B)	Erik
Early Afternoon	Abby: Deck Builder visual/media testing (Tests 3A-3C) — logs in as Editor	Abby
Afternoon	Dave: Content editing walkthrough (Tests 4A-4C)	Dave
Pre-Demo	Erik: Team management & permissions (Test 7) + Demo prep (Tests 5A-5B)	Erik
End of Day	Live demo with Alyssa	Full Team

TESTING PLAN

Strata GPO Interactive Pitch Deck Platform

Quick Links

Dashboard Login Credentials

Test Dealer Tokens

Test Scenarios

1. Dealer Deck Walkthrough

2. Sales Engagement Roleplay

3. Dashboard Visual & Media Testing

4. Dashboard Content Editing

5. Alyssa Demo Prep

Additional Testing (Recommended)

Suggested Schedule