Training: What to Consider Before Writing Your RFP
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Training: What to Consider Before Writing Your RFP Presentation Transcript

  • 1. What you need to know.... BEFORE YOU START YOUR RFP Wednesday, February 5, 14 1
  • 2. Before we start this webinar... Wednesday, February 5, 14 2
  • 3. Client training too late • Commons in cases where development done by external agency • Training AFTER site is built • Internal teams learn how to manage after vendor has developed a site Wednesday, February 5, 14 3
  • 4. Common problems • Seeing patterns in client sites. • Weird work-arounds, convoluted solutions. • Drupal can do anything. • Drupal can behave EXACTLY like your old system.. but why would you do that? Wednesday, February 5, 14 4
  • 5. Training feedback “I WISH WE DID THIS SOONER.” - Everyone Wednesday, February 5, 14 5
  • 6. What this webinar is about... Wednesday, February 5, 14 6
  • 7. An apology... At the RFP stage... “Nobody cares about Drupal.” Nor should they! Wednesday, February 5, 14 7
  • 8. Flexibility Don’t put yourself in a box with your chosen technology. acquia.com/blog/drolutions-drupals-flexible-framework Wednesday, February 5, 14 8
  • 9. Demo Framework • http://drupal.org/project/df Wednesday, February 5, 14 9
  • 10. The cost of RFPs Wednesday, February 5, 14 10
  • 11. Free consulting? • slideshare.net/Advomatic/put-the-rfp-down Wednesday, February 5, 14 11
  • 12. Free consulting? • slideshare.net/Advomatic/put-the-rfp-down Wednesday, February 5, 14 12
  • 13. The Questionnaire • • No vision. • • • • Yes With any CMS your answers to all these questions will be... YES. Yes Yes Yes Wednesday, February 5, 14 13
  • 14. Bad questions • Only answers are YES/NO • Does solution support internet channel for editorial websites and eCommerce websites? • Does solution support to activate and deactivate front-end features regarding supported channel - without code implementation? • Does solution enable manual tagging of customer profiles based on custom attributes? Wednesday, February 5, 14 14
  • 15. Do your research • Eliminate and shortlist software. • Due diligence on the vendors. • Only ask a select handful of vendors. Wednesday, February 5, 14 15
  • 16. NoRFPs.org Why RFPs Are Bad For business youtube.com/watch?v=t-zREFb1WT0 Wednesday, February 5, 14 16
  • 17. Do it better Wednesday, February 5, 14 17
  • 18. Use scenarios • Use scenarios based on your needs. • Focus on conveying your vision. • Scenarios can describe what personas need to be able to do to accomplish your goals. • Louise wants to translate an article into French, and send this translation to the technical editor for publishing. Wednesday, February 5, 14 18
  • 19. Good questions • Ask open ended questions: • Describe cases in your CMS where this level of personalization has been implemented. • How is this achieved within your CMS and how users are supported when publishing in different contexts? Wednesday, February 5, 14 19
  • 20. Alternatives • 2-3 day on-site workshop. • Talk about business goals. • Report after workshop. • Build a proof of concept! Wednesday, February 5, 14 20
  • 21. Expository sketch • Zach Chandler, Standford Web Services Blog • Research throughly to pre-qualify vendors. • 3-5 vendors • All vendors submit questions. • All vendors receive all answers to all questions. https://swsblog.stanford.edu/blog/expository-sketch-new-rfp Wednesday, February 5, 14 21
  • 22. POC - Proof of concept • Ask 2-3 Vendors • Price range from 6k-100k • Get cost of PoC discounted from your chosen vendor. Wednesday, February 5, 14 22
  • 23. Not spec work • Some RFPs appear Free! to be ways to get free consulting. • Some clients ask for something tantamount to “spec work”. Wednesday, February 5, 14 23
  • 24. Working together • You’re not choosing a CMS, you’re choosing a vendor. • Evaluate the agency. • Agency is more important than the CMS. Wednesday, February 5, 14 24
  • 25. Who can’t do this? • Public bodies in some countries/states. • Stipulations. Cannot engage with vendor after RFP is issued. • Restrictions based on value of contract. Wednesday, February 5, 14 25
  • 26. Sewn up? • Assumed that many (most?) RFPs are decided before they were posted. • Vendors write RFPs for clients. • Only to fulfil legal requirements for competitive bids. • Or worse... writing RFPs to leverage an existing vendor. • Then no, there are no alternatives. Wednesday, February 5, 14 26
  • 27. NoRFPs.org Why RFPs Are Bad For business youtube.com/watch?v=t-zREFb1WT0 Wednesday, February 5, 14 27
  • 28. Drupal Training From Acquia, the leaders in Drupal support and guidance Wednesday, February 5, 14 28
  • 29. Acquia training • • • • Your needs What we deliver How we can tailor or customize What the packages look like I wish this training have been conducted earlier, maybe one year or six months... It was great!!! I am looking forward for the next training regarding theming and module development!!! - E.T. Wednesday, February 5, 14 29
  • 30. Your needs • Investing in team’s capabilities? - New staff on-board or existing teams. - Training is an essential way to ensure everyone is on the same page. • Curious about Drupal’s capability? - Need enough knowledge to build a proof of concept. - • The lecturer... was friendly, willing to help us to our problems. He mentioned many details and made me understand many things and overcome many problems I had before. - G.B Training is a low-cost investment. Saving time and money. Tell me about your training needs. Wednesday, February 5, 14 30
  • 31. Acquia Training Wednesday, February 5, 14 31
  • 32. Course materials • Tested in hundreds of classrooms. • • Continuously updated. • Blend of guided and challenge exercises to test skills. Clear and easy follow, but engaging content. The materials / handouts were very comprehensive personally I would not change anything. - O.G. http://training.acquia.com/courses Wednesday, February 5, 14 32
  • 33. The trainers • Our trainers are experienced developers who love teaching. • They provide subject matter expertise as well as well as passion for the topic. • Partners are placed all over the globe. Lovely presenter, very patient and open to questions. I feel a lot more confident to use drupal myself and understand the technical underpinnings. - C.L. http://training.acquia.com/testimonials Wednesday, February 5, 14 33
  • 34. Acquia’s experience • Foundations in our support and professional services. • Guided by best practices from the top brands and clients we work with. • I'd highly recommend the workshop to anyone using Drupal in a professional capacity. - G.S. Trusted name in the community based on our reputation as a leader. Wednesday, February 5, 14 34
  • 35. Your options Tailored Customized Who? Implementation team, designers, devs Content editors What? Learn to build with Drupal Learn to use a completed Drupal site. When? At the start of a project. When a project is ready for content editors. Usually on-site. Usually online. Can be delivered on site. Also train-the-trainer. Pre-training consultation. Printed manuals. Manuals or documentation. Recordings,custom screencasts How? Wednesday, February 5, 14 This was a customized training to our needs and worked very well. I think this worked well for our team (of IS Web Developers) instead of a classroom style off-site. - T.R. 35
  • 36. Course catalog • Popular packages are typical examples of the tailored packages we have delivered. http://training.acquia.com/courses Wednesday, February 5, 14 36
  • 37. Package comparison Site Building Foundation Skills step-up Tailored Day 1 Site Building Part 1 Theming and Layout Part 1 Site Building Part 1 Day 2 Site Building Part 2 Theming and Layout Part 2 Panels Day 3 Panels Module Development Part 1 Day 4 Theming and Layout Part 1 Module Development Part 1 Day 5 Theming and Layout Part 2 Supervised challenge workshop http://training.acquia.com/courses Wednesday, February 5, 14 37
  • 38. Formal Training or Professional Services? • At the start of your project? Cross-training a new team? - Choose to consult with our training manager to tailor a course for your needs. • In the middle of a complex project? Planning a largescale migration? - Choose Professional Services such as an Architectural Workshop. Wednesday, February 5, 14 38
  • 39. Next steps • Determine if training is the right fit for you at this time. • Arrange a call with Ben Ortega, Director of Learning Services to prepare a proposal. • Training takes about 6-8 weeks to book. • Sign up to our training newsletter acquia.com/products-services/drupal-training Wednesday, February 5, 14 39
  • 40. Learning paths: The start Drupal in a Day Drupal for Project Managers • Drupal in a Day - Essential intro to Drupal for CMS builders, developers, designers. • Drupal for Project Managers - Structured conversation and workshop on the lifecycle of a Drupal Project. http://training.acquia.com/courses Wednesday, February 5, 14 40
  • 41. Learning paths: Site Building Drupal in a Day Site Building Wednesday, February 5, 14 Drupal for Project Managers • Site Building - Essential requirement for all site implementors, designers and developers. - Content modeling. Display control. Most popular contributed modules. 41
  • 42. Learning paths: Extending Site Building Drupal in a Day Drupal for Project Managers • control. Panels • Site Building Multilingual Drupal Wednesday, February 5, 14 Panels - A powerful method for layout Multilingual Drupal - Learn to localize Drupal and how to offer translations of content. 42
  • 43. Learning paths: Theming and Layout Drupal in a Day Drupal for Project Managers Panels • Theming and Layout - Create custom themes - Learn best practices from base theme systems Site Building Multilingual Drupal Prereq: HTML/CSS Theming & Layout Wednesday, February 5, 14 - Requirements: Site building knowledge and HTML/CSS experience. 43
  • 44. Learning paths: Module Development Drupal in a Day Drupal for Project Managers • Module Development - Learn custom coding for unique functionality. Panels - Best for teams experienced with Site Building in Drupal. - Site Building Requirements: Site building knowledge and HTML/CSS, PHP. Multilingual Drupal Prereq: HTML/CSS Theming & Layout Prereq: PHP Module Development Wednesday, February 5, 14 44
  • 45. Learning paths: PHP for Drupal Drupal in a Day Drupal for Project Managers Panels Site Building • PHP for Drupal - This course is provided for teams who are cross-training to Drupal. Multilingual Drupal Prereq: HTML/CSS Theming & Layout Prereq: Programming in any language Prereq: PHP PHP for Drupal Module Development Wednesday, February 5, 14 45
  • 46. training.acquia.com/drupal-training-acquia-sample-lesson Wednesday, February 5, 14 46