Keep Your Ducks in a Row with Documented Web Site Requirements Copyright 2009 Cre8pc.com  SMX East NY 2009 Kim Krause Berg, Web Site Usability and SEO Consultant Founder/Owner: Cre8pc.com, est. 1996 Cre8asiteforums.com, est.1998 Usabilityeffect.com, est. 2002 Akesana.com, est. 2009 Usability, Accessibility, Search Engine Optimization, Internet Software QA Testing, Requirements Document & User Manuals
You Can Get A Horse to Drink…. “ I want this!” “ I want that!” “ We need video!” “ Users can read that font!” “ Nobody has dial-up anymore!” “ They’ll never view our site on their cell phone.” “ Blind people don’t use our site.” “ I want lots of pretty graphics and JAZZ!” “ I can use it.  So what?” Copyright 2009 Cre8pc.com  SMX East NY 2009
Line up your ducks… Project management Organizing and planning your web site Napkins, sticky’s, whiteboard Write everything down! Team signs off Test cases and guidelines What Are Site Requirements? It’s difficult to convert traffic to sales when you haven’t figured what your web site is expected to do and who will use it.  What is a Requirements Document? Copyright 2009 Cre8pc.com  SMX East NY 2009
Business Requirements (BR) BR1. Sell products online BR2. Provide information on our company BR3. Provide excellent customer service BR4. Be accessible to everyone These are called “Parent” Requirements Aid in IA A business requirement is a goal or primary use such as… Provide services To inform  Offer search services Get sales leads Create community Sell products Copyright 2009 Cre8pc.com  SMX East NY 2009
BR2 .0 Provide Company Information BR4.0  Sell Online  BR2.1 About Us page BR2.1.1 Provide bios of staff BR2.1.2 Presidents message BR2.2 Blog BR2.2.1 Global reach BR2.2.2 Host ads BR2.3 Catalog BR2.3.1 PDF version BR2.3.2 Subscription BR2.4 Social Network BR4.1 Shopping cart BR4.1.1 Custom cart BR4.1.2 SEO-friendly BR4.2 Marketing BR4.2.1 Insert and list the ways you plan to sell online; i.e. user generated content, social media, weekly sales, coupons, online accounts, etc. Layout the BR Copyright 2009 Cre8pc.com  SMX East NY 2009
Functional Requirements (FR) FR1.0 Server FR1.1 Describe server environment FR2 .0 Performance Testing FR2.1 Server FR2.2 Browser FR2.3 Mobile  FR3.0 Shopping cart FR3.1 Php FR3.2 User Friendly FR3.2.1 CSS FR3.2.2 Secure Functional requirements refer to technical issues . Derived from use cases, mental models, user personas. Programmers’ domain Determine specs for browsers, OS, accessibility, bandwidth, performance, platform, mobile use, programming Copyright 2009 Cre8pc.com  SMX East NY 2009
Traceability of Children Req’s and Other Parent Requirements: FR, UIR, SER, SMR, UAR ALL of these MUST be traceable to Business Requirements If you wish to write a solid Requirements Document or set of Web Site Guidelines, include: UIR – User interface requirements (includes IA, design, fonts, images) SER – Search engine requirements (SEO, PPC, SEM, Linking) SMR – Social media requirements (blog, forums, social sites) UAR – Usability and Accessibility requirements (usability heuristics, mobile, Section 508, PAS 78) Example: UAR1.0 Adobe PDF UAR1.1 Provide html version traceable to BR4 (Be Accessible to Everyone) Copyright 2009 Cre8pc.com  SMX East NY 2009
Documentation Why? Developer Checklists Programmer Checklists Create Stakeholder signoff doc’s Web site guidelines Test cases ex. tasks Test plans ex. heuristics Track enhancements Project management Bug management (because a failed metric is a bug, defect, concern) Benefits: Save money, team communication, validation, no surprises Re-use on multiple sites Stakeholder sign off  (comes in handy when they question you) Analytics can show if requirements are met or should be modified Stuff  You Can Do With REQ Doc’s Copyright 2009 Cre8pc.com  SMX East NY 2009
Example of Web Guidelines and Heuristics Test Case Copyright 2009 Cre8pc.com  SMX East NY 2009
Example of Tasks Testing  Copyright 2009 Cre8pc.com  SMX East NY 2009
Twitter.com/kim_cre8pc Facebook.com/cre8pc SEL’s JUST BEHAVE Column http://searchengineland.com/library/just-behave  “ D ives deep into searcher behavior and how search engines constantly tweak their operations to improve user experience. The Just Behave column appears weekly at Search Engine Land .” Copyright 2009 Cre8pc.com  SMX East NY 2009

Requirements Gathering for Better Web Site Conversions

  • 1.
    Keep Your Ducksin a Row with Documented Web Site Requirements Copyright 2009 Cre8pc.com SMX East NY 2009 Kim Krause Berg, Web Site Usability and SEO Consultant Founder/Owner: Cre8pc.com, est. 1996 Cre8asiteforums.com, est.1998 Usabilityeffect.com, est. 2002 Akesana.com, est. 2009 Usability, Accessibility, Search Engine Optimization, Internet Software QA Testing, Requirements Document & User Manuals
  • 2.
    You Can GetA Horse to Drink…. “ I want this!” “ I want that!” “ We need video!” “ Users can read that font!” “ Nobody has dial-up anymore!” “ They’ll never view our site on their cell phone.” “ Blind people don’t use our site.” “ I want lots of pretty graphics and JAZZ!” “ I can use it. So what?” Copyright 2009 Cre8pc.com SMX East NY 2009
  • 3.
    Line up yourducks… Project management Organizing and planning your web site Napkins, sticky’s, whiteboard Write everything down! Team signs off Test cases and guidelines What Are Site Requirements? It’s difficult to convert traffic to sales when you haven’t figured what your web site is expected to do and who will use it. What is a Requirements Document? Copyright 2009 Cre8pc.com SMX East NY 2009
  • 4.
    Business Requirements (BR)BR1. Sell products online BR2. Provide information on our company BR3. Provide excellent customer service BR4. Be accessible to everyone These are called “Parent” Requirements Aid in IA A business requirement is a goal or primary use such as… Provide services To inform Offer search services Get sales leads Create community Sell products Copyright 2009 Cre8pc.com SMX East NY 2009
  • 5.
    BR2 .0 ProvideCompany Information BR4.0 Sell Online BR2.1 About Us page BR2.1.1 Provide bios of staff BR2.1.2 Presidents message BR2.2 Blog BR2.2.1 Global reach BR2.2.2 Host ads BR2.3 Catalog BR2.3.1 PDF version BR2.3.2 Subscription BR2.4 Social Network BR4.1 Shopping cart BR4.1.1 Custom cart BR4.1.2 SEO-friendly BR4.2 Marketing BR4.2.1 Insert and list the ways you plan to sell online; i.e. user generated content, social media, weekly sales, coupons, online accounts, etc. Layout the BR Copyright 2009 Cre8pc.com SMX East NY 2009
  • 6.
    Functional Requirements (FR)FR1.0 Server FR1.1 Describe server environment FR2 .0 Performance Testing FR2.1 Server FR2.2 Browser FR2.3 Mobile FR3.0 Shopping cart FR3.1 Php FR3.2 User Friendly FR3.2.1 CSS FR3.2.2 Secure Functional requirements refer to technical issues . Derived from use cases, mental models, user personas. Programmers’ domain Determine specs for browsers, OS, accessibility, bandwidth, performance, platform, mobile use, programming Copyright 2009 Cre8pc.com SMX East NY 2009
  • 7.
    Traceability of ChildrenReq’s and Other Parent Requirements: FR, UIR, SER, SMR, UAR ALL of these MUST be traceable to Business Requirements If you wish to write a solid Requirements Document or set of Web Site Guidelines, include: UIR – User interface requirements (includes IA, design, fonts, images) SER – Search engine requirements (SEO, PPC, SEM, Linking) SMR – Social media requirements (blog, forums, social sites) UAR – Usability and Accessibility requirements (usability heuristics, mobile, Section 508, PAS 78) Example: UAR1.0 Adobe PDF UAR1.1 Provide html version traceable to BR4 (Be Accessible to Everyone) Copyright 2009 Cre8pc.com SMX East NY 2009
  • 8.
    Documentation Why? DeveloperChecklists Programmer Checklists Create Stakeholder signoff doc’s Web site guidelines Test cases ex. tasks Test plans ex. heuristics Track enhancements Project management Bug management (because a failed metric is a bug, defect, concern) Benefits: Save money, team communication, validation, no surprises Re-use on multiple sites Stakeholder sign off (comes in handy when they question you) Analytics can show if requirements are met or should be modified Stuff You Can Do With REQ Doc’s Copyright 2009 Cre8pc.com SMX East NY 2009
  • 9.
    Example of WebGuidelines and Heuristics Test Case Copyright 2009 Cre8pc.com SMX East NY 2009
  • 10.
    Example of TasksTesting Copyright 2009 Cre8pc.com SMX East NY 2009
  • 11.
    Twitter.com/kim_cre8pc Facebook.com/cre8pc SEL’sJUST BEHAVE Column http://searchengineland.com/library/just-behave “ D ives deep into searcher behavior and how search engines constantly tweak their operations to improve user experience. The Just Behave column appears weekly at Search Engine Land .” Copyright 2009 Cre8pc.com SMX East NY 2009