Frakking effective planning (not just for Cylons)

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Effective planning and requirements gathering is key to providing effective solutions. In this session we'll discuss a solid approach for planning the technical strategy for web and mobile projects, …

Effective planning and requirements gathering is key to providing effective solutions. In this session we'll discuss a solid approach for planning the technical strategy for web and mobile projects, including some of the primary areas you should consider when tackling a new project, and how to respond to client demands. We'll also cover the impact your choices may have on the delivery method or selection of tools and technology.

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  • 1. Frakking effectiveplanning:(not just for cylons)Scotch on the Rocks, Edinburgh | June 2013Sally Jenkinson@sjenkinson
  • 2. Hi!
  • 3. Sally Jenkinson@sjenkinsonwww.sallyjenkinson.co.uk
  • 4. TODAY’SSESSION
  • 5. Cylons? WTF?
  • 6. ?Technical planning?Again… WTF?  Research  Gathering documents  Interviews  Requirements gathering  Infrastructure setup  Solutions architecture
  • 7. Why do we plan?Examples of how youmay want to plan.Explore what the impact ofyour findings may be.
  • 8. …and what we’re notcovering…
  • 9. WHY DO WE PLAN?
  • 10. 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?”“”
  • 11. h"p://www.flickr.com/photos/ikhnaton2/533233247/  x
  • 12. Battlestar Galactica: The PlanI’ve figured out whatwent wrong.“”Well  that’s  a  very  useful  revelaBon  to  have  when  you’re  standing  in  front  of  an  airlock.“”
  • 13.   Better understanding of needs  Complexities, limitations  Possibilities previously unknown  More accurate estimates  Avoid roadblocks mid-project= More effectiveprojects
  • 14. “So here’s the signed off plan for the app functionality!”“Oh… yeah… so I looked at the API docsand we can’t get that data after all. Sorry.”
  • 15. “Have you got any ideas for the new app?”“Yeah, did you know that the API exposes the location ofnearby Cylon sleeper agents? We can totally use that.”
  • 16. ?
  • 17. WHAT NOT TO DO
  • 18. A new project opportunity…
  • 19. The result=
  • 20. INSTEAD…
  • 21. EXPLOREWhat do they really need?
  • 22. The usual questions1
  • 23. “We have no budget.”“We need it delivered intwo weeks.”
  • 24. We just assumed twoweeks would be enough.How much time do yourecommend?“”
  • 25. Project starting points2
  • 26. “We would like to releasean app to the public.”“We have developed a system…we don’t know anything about it.”“Open Source Web 3.0… free”“HTML5… we hear that helps SEO”
  • 27. Standard process3
  • 28. 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/  
  • 29. h"p://www.sxc.hu/photo/1399510/  
  • 30. AN EXAMPLE
  • 31. #swainquotesTHE USUALQUESTIONS1PROJECT STARTINGPOINTS2STANDARD PROCESS3h"p://sallyjenkinson.co.uk/labs/swainquotes/  
  • 32. A LESS LAZYEXAMPLE…
  • 33.   Redevelopment –have an existing site  CMS  Contact us form  Adverts  Search  Client to hostSimple brochure site1PROJECT STARTINGPOINTS2STANDARD PROCESS3THE USUALQUESTIONS
  • 34.   Building a dataanalysis tool  Sit within anexisting site  Data comes from athird party source  Must beauthenticated touse it  Want users to beable to save/shareresultsIntegrated component1PROJECT STARTINGPOINTS2STANDARD PROCESS3THE USUALQUESTIONS
  • 35. ?The right people
  • 36. ! Respect thedevelopers!
  • 37. MATCH SOLUTIONSWhat is the best way to build this?
  • 38. With permission from Kropserkel - http://kropserkel.comAre you using technologyappropriately?
  • 39. GET FEEDBACKHow do others feel about this?
  • 40. ! Tailor yourcommunicationappropriately
  • 41. “We want to sell things!Can we have a shop in our app?”WAIT!
  • 42. As with any grandplan, some thingsjust don’t work,and otherschange.
  • 43. ROADMAPTechnical planning is for life, notjust for Christmas.
  • 44. THE PLAN
  • 45. THANK YOU@sjenkinsonwww.sallyjenkinson.co.uksally.jenkinson@gmail.com