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Effective technical strategy and planning for websites and mobile apps

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Session given on the 7th May at the Adobe MAX conference in Los Angeles, USA. Version will audio to accompany slides is available at http://max.adobe.com/sessions/online.html#tv

Session given on the 7th May at the Adobe MAX conference in Los Angeles, USA. Version will audio to accompany slides is available at http://max.adobe.com/sessions/online.html#tv

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  • 1. Effective technicalstrategy and planningfor websites and mobileapps** Planetary invasions not includedSally Jenkinson
  • 2. Hi!
  • 3. Sally Jenkinson@sjenkinsonwww.sallyjenkinson.co.uk
  • 4. TODAY’SSESSION
  • 5. Why do we plan?Examples of how youmay want to plan.Explore what the impact ofyour findings may be.
  • 6. …and what we’renot covering…
  • 7. WHY DO WE PLAN?
  • 8. http://whitneyhess.com/blog/2012/10/18/whats-your-problem-putting-purpose-back-into-your-projects/Before we asked“howdo we build?”weasked“what is theright thing to build?”“”
  • 9. xh#p://www.flickr.com/photos/ikhnaton2/533233247/  
  • 10. Battlestar Galactica: The PlanI’ve figured out what wentwrong.“”Well  that’s  a  very  useful  revelaBon  to  have  when  you’re  standing  in  front  of  an  airlock.“”
  • 11.   Better understanding of needs  Complexities, limitations  Possibilities previously unknown  More accurate estimates  Avoid roadblocks mid-project= More effectiveprojects
  • 12. “So here’s the signed off plan for the app functionality!”“Oh… yeah… so I looked at the API docs and we can’tget that data after all. Sorry.”
  • 13. “Have you got any ideas for the new app?”“Yeah, did you know that the API exposes the location of nearby Cylonsleeper agents? We can totally use that.”
  • 14. ?
  • 15. THE SCENARIO
  • 16. A new project opportunity…
  • 17. The result=
  • 18. AT THIS POINT IT’SALWAYS FUN TOASK…
  • 19. BACK TO OUR BRIEF
  • 20. EXPLOREWhat do they really need?
  • 21. The usual questions1
  • 22. “We have no budget.”“We need it delivered intwo weeks.”
  • 23. We just assumed twoweeks would be enough.How much time do yourecommend?“”
  • 24. Client starting points2
  • 25. “We would like to releasean app to the public.”“We have developed a system… wedon’t know anything about it.”“Open Source Web 3.0… free”“HTML5… we hear that helps SEO”
  • 26. Standard process3
  • 27. Technicalplanning forwebsites andappsStarting pointsContentmanagementDatamigrationAnalyticsFormsManagementprocessesResourceEstimatesDeploymentProfiling/personalisationTestingSocialPerformanceCRMAdvertisingPaymentprocessingLanguagesEcommerceSearchVideoThird partyintegrationAdminprocessesHostingCDNDevicesFunctionalityManaged?Existing ornew?Specification/requirementsBandwidthexpectationsPersonasTrafficsourcesGoalsMobile/apptrackingReviewcurrentdataIdentifyexistingissuesTrackingimplementationplanFeed into testplan/marketing/featuresWhichlanguages?Layoutimplications(Arabic,Japanese etc)Languagesrequired foradmin area?ContenttranslationprocessGeolocationTLD/URLplanningSame contenttranslated acrossall, or tailoredcontent and IA?RiskmanagementSkill sets AvailabilityTimetrackingSign offprocessBugtrackingFeature/improvementbacklogChangemanagementVersioncontrolAutomationProcess?Multipleenvironments?Third partyinvolvement/clientrequirements?AccessibilityrequirementsBrowsersToolsActualQA processBenchmarksPerformance/load/stressSecurityAuditsSSLDataprotectionBackupsDisasterrecovery/failoverObjectivesBestpractice/competitorsOptimisationLicensingWhat problemsare there at themoment?Areas usedfrequentlyCan we tie togethermultiple systems tostreamline admintasks?Editors usingdevices toadmin?Online/offlineconsiderationsOpen sourcepolicyWhat areasneed to bemanaged?TechnologydependenciesSkill setsavailableExistinginfrastructure/componentsContentplanningExistingsystemsIs this currentlyused to managedata elsewhere?How isdatastored?AssetsWebcontentAccounts/passwordsSecureinfoWhat can bemanaged atthe moment?No. ofconcurrentadmin usersNumber/types ofservers/environmentconfigCreation ofAPIsAPI specs -inputs, outputs,methods,formatsIs what is beingused/recommendedthe best match?Whatalternatives areavailable?AppsMobile webDRMDistributionchannelsHardwareaccessrequirementsDiscovery/marketingstrategyExisting non-mobile friendlycontentSSOCRMNewsletterE-commerceEventmanagement/bookingReal-timedataCaching/redundancyplanningThird partylink outexperienceWidgetsTechnology/standardsalignment?301redirectsAutomated/manualFunctionalUser accountmigrationWho is doingthis?ResponsibilitiesAmount ofdynamiccontentStreamingSecurityofferingsPolicies andcomplianceLoadbalancingRegions toserveExpectedtraffic spikesForm actions -where is thedata going andwhy?ValidationWhat dataneeds to becollected?ConsumeExportUGCModerationPrePostCustomobjectmappingMarketing strategy- what could beuseful that isntthere?Directintegration orcheckingprocess?EncodinginputformatsEncodingoutputformatsPre-roll/post-roll/in-videocontextualadvertisingCustomdesignedplayerIs playercompatiblewith devices?Subtitles/transcriptsWireframereviewMonitizationTargetingspecificdevices?Existing app/mobile site?EnhancementspossibleRetinaimagesCurrenciesCard typesInternationallypopular socialnetworksSubscriptionProcessingcostsOn-site/off-siteprocessingVisualcustomisabilityof third partyinterfaceFormat oftransactions -micro, batchetcRefundprocessTaking, ormakingpayments?Integration withpublishingprocess/cachingPage/contentelementbasedResultsrelevanceFacetedsearchfiltersPredictivesearchCodingstandardsAny librariesin use atpresentLogging anderror handlingExistingInternetMerchant BankAccountNumber ofSKUsCurrenciesLoyaltyschemesPromos/discounttypesSameproducts in allterritories?TaxVisualcustomisation ofresults - e.g. buynow links forproductsShipping andfulfilmentProducttypesProductmeta dataStockmanagementIn-app e-commercerestrictionsUnit testsCachingstrategyResultssortingCustomsearch landingpagesMarketingintelligenceContentsyncVisualcustomisationpossibilitiesContentmodelSocialinteractiontrackingEmailcampaigntrackingGoals/filtersetupCross-site/subdomaintrackingDiagram by Sally Jenkinson - www.sally.jenkinson.co.uk - @sjenkinsonManual adselection /dynamicThird party Responsivedesignvariantswww.sallyjenkinson.co.uk/starBngpoints/  
  • 28. h#p://www.sxc.hu/photo/1399510/  
  • 29. ?The right people
  • 30. APPCMSWebsiteAPPAPP Replicantcatdetectionsystem
  • 31. Respect thedevelopers!!
  • 32. In our scenario…!
  • 33. Summary:investigation=
  • 34. MATCH SOLUTIONSWhat is the best way to build this?
  • 35. With permission from Kropserkel - http://kropserkel.comAre you using technologyappropriately?
  • 36.   “An app”(Presumed iPhone, built natively)  Cheap, quick  Limited functionality  No time to make it CMS-driven  “Open Source Web 3.0”= the client must bedumb, we can give them anything!Our initialunderstanding
  • 37.   Use existing CMS  Time to investigate the detection system fully& prototype - educated functional/UIdecisions  App decision confirmed  Client confidence, relationship strengthenedAfter technicalplanning
  • 38. GET FEEDBACKHow do others feel about this?
  • 39. Tailor yourcommunicationappropriately!
  • 40. “We want to sell things!Can we have a shop in our app?”WAIT!
  • 41. As with any grand plan,some things just don’twork, and otherschange.
  • 42. ROADMAPTechnical planning is for life, notjust for Christmas.
  • 43. THE PLAN
  • 44. THANK YOU@sjenkinsonwww.sallyjenkinson.co.uksally.jenkinson@gmail.com
  • 45. …for your chance to WIN one of these e-books from Adobe PressTake the SESSION SURVEY on the MAXCOMPANION appEvery survey you submit enters your name to win the daily grand prize –an Apple® iPod Nano®.