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DRUPAL FOR
DESIGNERS
Talking to Clients about Drupal
Dani Nordin
•   UX Designer and
    Strategist
•   Specialize in Design
    Strategy for Drupal
    teams
•   Founder, the zen
    kitchen
•   Author, Drupal for
    Designers series
•   Twitter: @danigrrl
•   Email:
    dani@tzk-design.com
Lifecycle of a Drupal Project
Discovery
• Understand the client’s specific functional needs
• Get clear on the client’s marketing and business goals, and
  how this project fits in
• Get a handle on resource issues, time investment and other
  practical considerations
• Research the client’s competitive landscape and audience
UX/Architecture
• Get an understanding of the site’s target users
• Map out how users will flow through specific key tasks, and
  what information needs to be there to support them
• Find out what content exists for the current site, what needs
  to be created, and how the content will be organized
• Come up with a set of assumptions, and standards that will
  govern the project as you move forward
Prototyping
• Start setting up initial Drupal architecture, and laying in
  content to see how it works in “the real world”
• Test task flows and assumptions with real users, and see
  where you need adjustments
• Refine functional requirements and understand what needs
  to be done to finish the project
Ad

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Nov. 15, 2011 dani nordin talking to clients about drupal projects

  • 1. DRUPAL FOR DESIGNERS Talking to Clients about Drupal
  • 2. Dani Nordin • UX Designer and Strategist • Specialize in Design Strategy for Drupal teams • Founder, the zen kitchen • Author, Drupal for Designers series • Twitter: @danigrrl • Email: dani@tzk-design.com
  • 3. Lifecycle of a Drupal Project
  • 4. Discovery • Understand the client’s specific functional needs • Get clear on the client’s marketing and business goals, and how this project fits in • Get a handle on resource issues, time investment and other practical considerations • Research the client’s competitive landscape and audience
  • 5. UX/Architecture • Get an understanding of the site’s target users • Map out how users will flow through specific key tasks, and what information needs to be there to support them • Find out what content exists for the current site, what needs to be created, and how the content will be organized • Come up with a set of assumptions, and standards that will govern the project as you move forward
  • 6. Prototyping • Start setting up initial Drupal architecture, and laying in content to see how it works in “the real world” • Test task flows and assumptions with real users, and see where you need adjustments • Refine functional requirements and understand what needs to be done to finish the project
  • 7. Functional Implementation & Theming • Often happens concurrently • Takes the knowledge gained in the UX, Architecture and Prototyping phases and works it into a more finalized version of the site • Creates a set of visual and functional standards and applies them to the site’s framework • Can be the longest—or the shortest—part of the process
  • 8. Testing and Launch • Moves the site from development to staging • Makes sure that everything is working correctly in the new environment • Makes last-minute updates to modules, content and other customizations
  • 9. Project Wrap-up/Retrospective • Takes a look at what went well, what needed tweaking, and assesses the client/design team relationship • Creates documentation and understanding that will help make future projects better • May result in blog posts, articles, DrupalCamp sessions, or even a book!
  • 10. Talking to Clients about Drupal • Speak in the client’s language; avoid “DrupalSpeak” • Nodes = “pieces of content” • Views = “content displays” or “page displays” • Blocks = “callouts” or “bits of content” • Content types = “types of content” • Break down projects into logical chunks • Sections of content • Bits of functionality (e.g. “the homepage slideshow” or “the contact form” instead of “creating all the content types”) • Encourage them to give 3–5 pieces of *real* content for each distinct content type
  • 11. Estimating Drupal Projects • Get enough data to understand how much work is involved and which aspects of your approach will be most effective in landing the project • Be clear on numbers • How many iterations will they get? • How many types of content will you be creating? • What happens if they go beyond the scope? • Don’t bother if there’s not a good chance of winning the project
  • 12. Questions to ask • What does your company do? • Who are the people you’re trying to reach? • What’s the primary message you want them to get? • What are the functional goals of the website? • What are the business or marketing goals of the website? • Who will make decisions regarding this proposal, and about the project itself? • Are there any deadlines we should know about? • What budget do you have set aside for this project?
  • 13. Talking Money • Talk money as soon as possible, but not before getting a feel for the client and whether the project will be a good fit • Have a range available, with a representative project • “This site, [URL], had this type of functionality; we were able to put that together for about $5k; this other site, [URL], was more complex for [reasons], and that cost $20k • Get a real number to work with
  • 14. Talking time and effort • Keep good time records; know what it takes to do something • Don’t trust anyone who says, “why would it take you [x] hours just to do content types?” • Break down work by distinct bits of functionality or sections of content; don’t promise “all Views delivered by [date]” • Be realistic about schedule