implement derek’s gothic                                        Standard template for allfont?                            ...
Who’s on the Call?• Client: • Project Lead: Name, role • Project Team: Names, roles• Client Implementation Manager: • CIM:...
The Process           30,000ft View1. Client selects Modules for this phase with Sales2. Client and CIM flesh out details o...
How We Get to       “Happy”✓Great Product✓Great People✓Great Plan✓Great Execution
Have John rework                                       the content in the                                       first t wo...
Great People• Client: • Project Lead, Project Team (Data    Owners), Stakeholders• BB Mobile Team: • CIM • Sales Rep • Eng...
Great Plan• Scope • Define the Modules and platforms• Owners • Assign who is responsible for each task• Timeline • Follow c...
Great Execution• Client: Data gathering• CIM: Validation• CIM/Engineering: Configuration• Client: Approval of test build• B...
Let’s Begin!1.   Setup     •   Basic app info (app name, project URL, support e-mail, etc.)     •   Design assets (icons, ...
ModulesLinking the Pieces Together
Setup1.   Basic application information     •   App name, area code, school colors     •   support e-mail, project URL2.  ...
Setup: Icons•   Required in multiple sizes    •   “@2x” = high retina display (icon on right)•   Specific naming requiremen...
Modules                        General Data ValidationMost of your data comes in a few different formats. There are some b...
Courses• Which option: Web service, XML, or CSV?• Are you ready? What work needs to be done?• Best Practices: • Workflow - ...
Courses: Sample                   Page 1: Department (ex: Monument School of                   Medicine)•                 ...
Directory•   Which option: LDAP, web service, XML, or CSV?•   Are you ready? What work needs to be done?•   Best Practices...
Directory: Sample• Directory search• Directory results
Athletics• Which option: 3rd party service or custom  XML?• Are you ready?   What work needs to be  done?• Best Practices:...
Athletics: Sample•   List of teams with IDs•   Three feeds:    1. News    2. Schedules    3. Scores
News• Which option: RSS or ‘Enhanced’?• Are you ready? What work needs to be  done?• Best Practices: • Use ‘Enhanced’ XML ...
News: Sample• List of categories  with IDs• Feed for each  category can be a  mix of RSS and  ‘Enhanced’
Video• Which option: 3rd party or custom XML  feed?• Are you ready?   What work needs to be  done?• Best Practices: • Use ...
Video: Sample• List of categories  with IDs• Can use YouTube  channel
Images• Which option: 3rd party (flickr) or custom  XML?• Are you ready?   What work needs to be  done?• Best Practices: • ...
Images: Sample• List of categories  with IDs• Need thumbnails  for custom XML
Events• Which option: Web service, XML, or .ics?• Are you ready? What work needs to be  done?• Best Practices: • Ensure st...
Events: Sample• List of categories  with IDs• Can use .ics (iCal)  format
Maps• Which option: Google MapKit or custom map?• Are you ready? What work needs to be done?• Best Practices: • Start with...
Custom Maps:          Sample• Accurate map  image• Building data to 5  decimal places• Unique building  IDs to allow  mapp...
Library• Which option: 3rd party (WorldCat) or web  service?• Are you ready?   What work needs to be  done?• Best Practice...
Library: Sample• Searchable fields• Library contact  info
Get Help• Only option: CSV (we provide a template)• Are you ready? What work needs to be  done?• Best Practices: • Keep it...
Get Help: SampleJohn to add GH Content -currently Athleticscontent• List of teams with      IDs• 3 feeds: News,      Sched...
Links• Only option: Custom links with custom icons• Are you ready? What work needs to be  done?• Best Practices: • If more...
Links: Sample• Custom icon• Mobile friendly• Don’t clutter  springboard
Transit Plugin• Only options: For iOS platform and  custom maps• Are you ready?   What work needs to be  done?• Best Pract...
Note to self: add a                     Transit screenshot      Transit: Sample• All routes are  made of stops• We provide...
Places Plugin• Only options: For iOS platform and custom  maps• Are you ready?   What work needs to be  done?• Best Practi...
Places: Sample• List of categories  with IDs• List open and  closed times  separately for  each day
Tours Plugin• Only options: For iOS platform and  custom maps• Are you ready?   What work needs to be  done?• Best Practic...
Extra bullet point with                          Tours: Sampleno info; see if Johnmeant to add somethingelse     • List of...
DistributionFor submission of your application, there areseveral items that you will need to create: • App descriptions • ...
Intro to Jira• Dashboards• Show statuses• Show timeline• Show description section with data  validation steps• Show status...
Come back to for a moreenhanced image                          Intro to Jira
Next Steps• Access to Jira• List of tickets with owner of each deliverable• Details of this call added to associated ticke...
Note to self: Look at email templateJohn sent me regarding follow upemail to client after scoping call andbelow notes from...
THANK YOU!• Excited to begin!• Ask questions; don’t struggle.• Keep us in the loop with any delays.
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Scoping call presentation_rev_4_mary

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  • Scoping call presentation_rev_4_mary

    1. 1. implement derek’s gothic Standard template for allfont? banner placeholder CIMs but they just needimp his black background vs. -add both bb logos john to swap the Clemsonour white background; does sent banner with theirhis background incur more school’s custom banner Bb Mobile Centralloading/lag time/bites? -Pretty slides up with and add, if available, images, screenshots, their CIM headshot. formatting, etc. Implementation Font size inconsistencies throughout Project Scoping Call for CIMHeadshot Here
    2. 2. Who’s on the Call?• Client: • Project Lead: Name, role • Project Team: Names, roles• Client Implementation Manager: • CIM: Name, role • CIM’s Manager: Name, role
    3. 3. The Process 30,000ft View1. Client selects Modules for this phase with Sales2. Client and CIM flesh out details on scoping call3. Client provides data and asset deliverables4. CIM checks deliverables and builds a test version5. Client gives CIM the “thumbs up”6. CIM distributes the app to iTunes, Marketplace, etc.7. Client is happy8. BB Mobile Team is happy
    4. 4. How We Get to “Happy”✓Great Product✓Great People✓Great Plan✓Great Execution
    5. 5. Have John rework the content in the first t wo bullets so Great Product it’s less about details and more about the product. Right now it’s too redundant of the scoping call and plan with the mods• Discuss Modules and Platforms chosen for this Phase• Establish business drivers: • Dates, capabilities, other• Your data + our framework + teamwork = Successful Mobile App!
    6. 6. Great People• Client: • Project Lead, Project Team (Data Owners), Stakeholders• BB Mobile Team: • CIM • Sales Rep • Engineering
    7. 7. Great Plan• Scope • Define the Modules and platforms• Owners • Assign who is responsible for each task• Timeline • Follow closely as delays will cause shifts• Workflow • Define process for each part of app build
    8. 8. Great Execution• Client: Data gathering• CIM: Validation• CIM/Engineering: Configuration• Client: Approval of test build• BB QA: Testing• CIM: Submission• Client/BB Mobile: Phase wrap-up
    9. 9. Let’s Begin!1. Setup • Basic app info (app name, project URL, support e-mail, etc.) • Design assets (icons, backgrounds, etc.) • Developer account(s) set up (iTunes, Google Marketplace, etc.)2. Modules • Determine options and functionality • What would users benefit from the most? (Look at the following slide to view which Modules link together!) • List best practices per Module • Determine readiness3. Distribution • Marketing materials and content
    10. 10. ModulesLinking the Pieces Together
    11. 11. Setup1. Basic application information • App name, area code, school colors • support e-mail, project URL2. Design assets • Backgrounds • custom Module icons • Main icons for stores3. Developer accounts • iTunes: test devices, certificates • Android, Blackberry, Palm
    12. 12. Setup: Icons• Required in multiple sizes • “@2x” = high retina display (icon on right)• Specific naming requirements • 12 character limit• Provide .psd/vector version of icons • Helpful for editing purposes• Make backgrounds of icons transparent so that the background color can be adjusted without effecting icons
    13. 13. Modules General Data ValidationMost of your data comes in a few different formats. There are some basicvalidation steps you should take for each data type regardless of the Module. • Web Services • XML • CSV • Icons • Video • Naming conventions
    14. 14. Courses• Which option: Web service, XML, or CSV?• Are you ready? What work needs to be done?• Best Practices: • Workflow - not too deep • Will you be linking to building data in Maps? • Need web service if you want to provide current course enrollment
    15. 15. Courses: Sample Page 1: Department (ex: Monument School of Medicine)• Page 2: Subject (ex: Surgery) Categories Page 3: List of Courses (ex: Surgery 101, Surgery 500a, etc.)• Course Details Page 4: Course Detail -or- Page 1: Semester (ex: Spring 2011)• Sample XML Page 2: Department Page 3: Subject Page 4: List of Courses Page 5: Course Detail
    16. 16. Directory• Which option: LDAP, web service, XML, or CSV?• Are you ready? What work needs to be done?• Best Practices: • Do not send private information • Will you be linking to building data in Maps? • Whitelist our servers if LDAP is behind firewall • If this is the first time you have made student/ faculty data open to public, make sure you have a policy in place to allow this
    17. 17. Directory: Sample• Directory search• Directory results
    18. 18. Athletics• Which option: 3rd party service or custom XML?• Are you ready? What work needs to be done?• Best Practices: • Use existing JumpTV or other service • Will you be linking to building data in Maps or Directory for contact info?
    19. 19. Athletics: Sample• List of teams with IDs• Three feeds: 1. News 2. Schedules 3. Scores
    20. 20. News• Which option: RSS or ‘Enhanced’?• Are you ready? What work needs to be done?• Best Practices: • Use ‘Enhanced’ XML feed for better user experience
    21. 21. News: Sample• List of categories with IDs• Feed for each category can be a mix of RSS and ‘Enhanced’
    22. 22. Video• Which option: 3rd party or custom XML feed?• Are you ready? What work needs to be done?• Best Practices: • Use existing YouTube channel • Ensure videos are streamable
    23. 23. Video: Sample• List of categories with IDs• Can use YouTube channel
    24. 24. Images• Which option: 3rd party (flickr) or custom XML?• Are you ready? What work needs to be done?• Best Practices: • Images not wider than 1,000 pixels
    25. 25. Images: Sample• List of categories with IDs• Need thumbnails for custom XML
    26. 26. Events• Which option: Web service, XML, or .ics?• Are you ready? What work needs to be done?• Best Practices: • Ensure stop and start date/time are separated out • Will you be linking to building data in Maps or Directory for contact info?
    27. 27. Events: Sample• List of categories with IDs• Can use .ics (iCal) format
    28. 28. Maps• Which option: Google MapKit or custom map?• Are you ready? What work needs to be done?• Best Practices: • Start with Google MapKit if time is a factor • Geo codes (long/lat) need to be exact • If using Google MapKit, check how much detail is available for your location • Places, Tours, and Transit plug-ins are for iOS platform and custom map only
    29. 29. Custom Maps: Sample• Accurate map image• Building data to 5 decimal places• Unique building IDs to allow mapping from other Modules
    30. 30. Library• Which option: 3rd party (WorldCat) or web service?• Are you ready? What work needs to be done?• Best Practices: • Do not advertise as a full-fledged catalog search; meant to be a quick, basic search on a small screen
    31. 31. Library: Sample• Searchable fields• Library contact info
    32. 32. Get Help• Only option: CSV (we provide a template)• Are you ready? What work needs to be done?• Best Practices: • Keep it simple and relevant
    33. 33. Get Help: SampleJohn to add GH Content -currently Athleticscontent• List of teams with IDs• 3 feeds: News, Schedules and Scores
    34. 34. Links• Only option: Custom links with custom icons• Are you ready? What work needs to be done?• Best Practices: • If more than one link, think about creating a hosted landing page and link to that • Make sure targets of links are mobile friendly
    35. 35. Links: Sample• Custom icon• Mobile friendly• Don’t clutter springboard
    36. 36. Transit Plugin• Only options: For iOS platform and custom maps• Are you ready? What work needs to be done?• Best Practices: • Review Google Transit data formats • Exact building data is important
    37. 37. Note to self: add a Transit screenshot Transit: Sample• All routes are made of stops• We provide you a tool to draw routes
    38. 38. Places Plugin• Only options: For iOS platform and custom maps• Are you ready? What work needs to be done?• Best Practices: • Can provide categories of places • Link to Directory for contact info • Link to building data to show on Maps
    39. 39. Places: Sample• List of categories with IDs• List open and closed times separately for each day
    40. 40. Tours Plugin• Only options: For iOS platform and custom maps• Are you ready? What work needs to be done?• Best Practices: • Add tours for different audiences • Actually walk tours to make sure they make sense to a pedestrian or driver
    41. 41. Extra bullet point with Tours: Sampleno info; see if Johnmeant to add somethingelse • List of categories with IDs •
    42. 42. DistributionFor submission of your application, there areseveral items that you will need to create: • App descriptions • Short video • Screenshot • Keywords
    43. 43. Intro to Jira• Dashboards• Show statuses• Show timeline• Show description section with data validation steps• Show statuses• Show milestones
    44. 44. Come back to for a moreenhanced image Intro to Jira
    45. 45. Next Steps• Access to Jira• List of tickets with owner of each deliverable• Details of this call added to associated ticket in Jira• Timeline provided by CIM• Client reviews tickets and gathers data • Ask questions as needed • Will have a call as needed to consolidate questions
    46. 46. Note to self: Look at email templateJohn sent me regarding follow upemail to client after scoping call andbelow notes from meeting with John.--send this as a follow up email afterthe call, thank them and attach this Assigneesfor org of owners of data.create follow up thank you email of Deliverablerecap of meeting, list the basics of Ownerwhat was discussed, this attachment, General Icons/Imagesetc Courses Data Directory Data Maps Data Events Data News Data Library Data Athletics Data Video Data Image Data Get Help Data Links Data Places Data Transit Data Tours DataiTunes, Android, Blackberry dev site access Verbiage for submissions
    47. 47. THANK YOU!• Excited to begin!• Ask questions; don’t struggle.• Keep us in the loop with any delays.

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