This is the presentation I gave at World Information Architecture (IA) Day in 2017. The event was put on by PhillyCHI at the Free Library of Philadelphia in February of 2017. PhillyCHI is a 12 year old User Experience (UX) group in Philly.
1. World IA Day 2017
Information Strategy &
Structure
Laura Oxenfeld | WIAD 2017 | @LOXTalks
2. On Deck
● Integrate home-grown Intranet + out of the box Application Lifecycle
Management tool
○ Overview Delphic and Team
○ Intranet & IA
○ Target Process & IA
○ IA Overlap
○ Internal Team Tasked With...
○ Approach & Results
○ Takeaways
● Q&A Laura Oxenfeld | WIAD 2017 | @LOXTalks
3. Who We Are
Delphic Digital
● Full-service Digital Marketing Agency
○ Digital strategy
○ Analytics & research
○ Marketing automation
○ Digital marketing
○ Web dev & integration
○ Brand Design
○ Experience Design
● 13 years old
● ~ 80 people
Internal Team
● BA/UX
● Project Manager (PM)
● Full Stack Developer
○ Back End
○ Front End
4. ● What is an Intranet?
● 10 years of project & financial data
● Problem:
○ Outgrown task management capacity
Features
● Project Buildout
● Project Phases
● Time Estimates
● Timekeeping
● Burndown of Hours
● Task Management
● Financial Reporting
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Home-Grown Intranet
5. Intranet IA
Project Management
● Categories of work
○ “Milestones”
● Estimated hours per milestone
● Timesheet entry logged against milestone
● Over/under budget
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Financial Reporting
● Timesheet entries
6. ● Advanced task management capabilities
● Lifecycle management
● No financial reporting
Features
● Project Buildout **
● Project Phases **
● Time Estimates **
● Timekeeping **
● Burndown of Hours
● Advanced Task Management
● Resourcing
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Target Process
7. Target Process IA
● Categories of Work
○ Epics
● Timesheet entry logged to Task or User
Story
● API
Laura Oxenfeld | WIAD 2017 | @LOXTalks
8. IA Overlap
Categories of Work
● Intranet = Milestones
● TP = Epics
Application of Categories
● Not consistent
● Free-form text fields
9. Internal Team Tasked With …
Sync across platforms
● Project setup
● Estimates
● Timesheet entries
● Burndown of hours
Sync Target Process data into Intranet financial reports
10. Approach
Create New Standardized Categories of Work
● User Research
○ Practice Leads and Managers, old data (user artifacts)
IA Cleanup
● Manually mapped Epics → Milestones
Edge Cases
● Developed solution for real-world edge cases
Laura Oxenfeld | WIAD 2017 | @LOXTalks
11. Results
Standardized IA & Process
● Easier to communicate project status with clients
● Faster onboarding for new hires
● Easier to price out projects
● Consistency between projects
● Easier for leadership to compare projects to improve future estimation &
scoping
Laura Oxenfeld | WIAD 2017 | @LOXTalks
12. Takeaway
Sync custom tool with out-of-the-box product
● Think about IA within and platforms
● How is architecture actually being used?
● Develop an information strategy to standardize IA
● Build a long-term solution
● Do cleanup as needed
Laura Oxenfeld | WIAD 2017 | @LOXTalks