Lobbyist Registration System

🚀 Quick Start

1. Follow the demo flow below - each section has clickable credentials and links
2. Estimated total demo time: 15-20 minutes (or 8-10 for highlights)
3. All test data is pre-loaded - users have existing data to explore

📋 Demo Flow Overview

This demo showcases all major features across 5 user personas. Follow in order for best impact.

🌐

1. Public

Search & Transparency

🎯

2. Lobbyist

Registration & Reporting

🏢

3. Employer

Expense Reporting

⚖️

4. Board Member

Calendar & Receipts

🛡️

5. Admin

Review & Compliance

🌐 Part 1: Public Transparency

5 minutes

💡 What You're Showcasing:

✓ Public can search and view all lobbying activity without logging in
✓ Advanced filtering by lobbyist, employer, subject, date range
✓ Data export to CSV for analysis
✓ Full transparency and accessibility

Step 1 Start here (no login needed)

Navigate to the home page and explore public features:

Open Home Page →

Step 2 Search lobbyists

Use the search interface to find John Doe (existing lobbyist with data):

Open Search Page →

💡 Tip: Also try filtering by employer "TechCorp Industries" or subject "Technology policy"

Step 3 View details & export data

Click on a lobbyist to see:

• Employer relationships and authorization dates
• Subjects of interest (what they're lobbying for)
• Quarterly expense reports
• Download all data as CSV

Step 4 Check exemption checker (bonus)

Show the self-service exemption calculator:

Open Exemption Checker →

💡 Tip: Enter 7 hours to see "must register" message

🎯 Part 2: Lobbyist Experience

5 minutes

💡 What You're Showcasing:

✓ Multi-step registration wizard with validation
✓ Quarterly expense reporting with multiple input methods
✓ CSV upload and bulk paste for fast data entry
✓ Dashboard showing status and deadlines

🔑

Login Credentials

Email: john.doe@lobbying.com

Password: lobbyist123

Step 1 Login & view dashboard

Open Sign In Page →

💡 Tip: Dashboard shows Q1 2025 report already submitted ($350.00)

Step 2 Create new expense report

Start a Q2 2025 expense report to show the form:

Open Expense Report Form →

Step 3 🌟 Demo bulk import (WOW FACTOR)

This is where you impress! Show 3 ways to import expense data:

Option A: Manual Entry - Add one expense item manually
Option B: Bulk Paste - Copy sample data and paste (5-10 items)
Option C: CSV Upload - Upload pre-made CSV file (10+ items)

⬇️ Download Sample CSV

🏢 Part 3: Employer Reporting

3 minutes

💡 What You're Showcasing:

✓ Employer quarterly spending reports
✓ Itemized expenses for officials (>$50 threshold)
✓ Bulk import capabilities (same as lobbyist)

🔑

Login Credentials

Email: contact@techcorp.com

Password: employer123

Step 1 Login & view existing report

Sign out from lobbyist account, sign in as employer, view Q1 report:

Open Sign In Page →

💡 Tip: Dashboard shows Q1 2025 report with $15,000 total lobbying spend

Step 2 Show expense itemization

Navigate to expense report form and show itemization for officials:

Open Employer Report Form →

💡 Tip: Show CSV upload or bulk paste option (same as lobbyist workflow)

⚖️ Part 4: Board Member Transparency

5 minutes

💡 What You're Showcasing:

✓ Quarterly calendar posting (15-day deadline after quarter)
✓ Lobbying receipt tracking (itemize >$50 from single lobbyist)
✓ ICS/iCal import from Outlook/Google Calendar (unique feature!)
✓ CSV upload and bulk paste for both calendars and receipts

🔑

Login Credentials

Email: commissioner@multnomah.gov

Password: board123

Step 1 Login & view existing data

Open Sign In Page → Open Calendar Form →

💡 Tip: Existing Q1 data includes 2 calendar entries and 1 lobbying receipt ($125)

Step 2 ⭐ BIG WOW MOMENT

Show the 3-way calendar import (Manual / CSV / ICS):

This is unique! Most systems only do CSV.

Board members can export their Outlook/Google Calendar as .ics and upload directly!

⬇️ Calendar CSV Sample ⬇️ ICS/iCal Sample

Step 3 Show receipt import options

Switch to "Lobbying Receipts" tab and show 3 input methods:

⬇️ Receipts CSV Sample

🛡️ Part 5: Admin & Compliance

5 minutes

💡 What You're Showcasing:

✓ Review and approve lobbyist registrations
✓ Compliance dashboard with deadline tracking
✓ Automated email notifications (console logs in prototype)
✓ Audit trail for all actions

🔑

Login Credentials

Email: admin@multnomah.gov

Password: admin123

Step 1 View compliance dashboard

Open Sign In Page → Open Compliance Dashboard →

💡 Tip: Dashboard shows upcoming deadlines, overdue reports, and quick stats

Step 2 Review submitted reports

Show the review workflow for submitted reports:

Open Report Review →

💡 Tip: Can approve, reject, or request corrections on reports

Step 3 Show email notifications

Navigate to notifications page (emails log to console in prototype):

Open Notifications →

💡 Tip: Click "Send Reminder" and check browser console (F12) to see email preview

🎯 Closing Talking Points

✅ What We Delivered

• Full MVP (Phase 1) - All core features
• Enhanced import (Phase 3) - CSV, bulk paste, ICS/iCal
• WCAG 2.1 AA accessibility compliance
• Public transparency & data export
• Automated email notifications (UI functional, logs to console in prototype)
• Admin compliance dashboard

🚀 Ready for Phase 2

• Hour tracking for lobbyists
• Profile management & history
• Public data analytics & trends
• Violation enforcement workflow
• System admin tools

📊 Technical Highlights

Next.js 15 TypeScript Prisma ORM NextAuth shadcn/ui Tailwind CSS ♿ WCAG 2.1 AA

🚀 Quick Start

📋 Demo Flow Overview

🌐 Part 1: Public Transparency

🎯 Part 2: Lobbyist Experience

Login Credentials

🏢 Part 3: Employer Reporting

Login Credentials

⚖️ Part 4: Board Member Transparency

Login Credentials

🛡️ Part 5: Admin & Compliance

Login Credentials

🎯 Closing Talking Points

✅ What We Delivered

🚀 Ready for Phase 2

📊 Technical Highlights

📦 Demo Resources

CSV Templates

ICS Files

Documentation