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GDCoP 2012
Integrating digital technology
into productivity and workflow
in The Studio
Eden Potter / Alan Young




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Proposal
What is The Studio?                                             What is the project?
The Studio is a postgraduate                                    This project investigates a range of
programme in the AUT School of                                  digital productivity apps and tools
Art & Design that acts as a bridge                              that are concerned with workflows
between academia and industry. It is                            and studio management. The aim is
modelled on a working design studio,                            to facilitate an integrated, networked
where students work on projects                                 studio environment.
from industry, or develop projects for                          This report is on Stage 1 of the
industry.                                                       project, where tools are trialled and
                                                                analysed against our needs.




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
There are two levels:

                    Project management                                             INDIVIDUAL TASKS


    Job tracking
                            1
                          RUNNING
                                          Supplier liaison
                                                                                         2
                                                                                       RUNNING
                                                                                                       critical pathways

    Time-keeping                                                     deadlines
                          A STUDIO                                                    PROJECTS
              Briefs                     Client liaison

                Recording information                                         Recording information




This report focusses on the workflow
aspects depicted in black text on the
above diagram.

Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Whatever we used to manage
projects and clients in The Studio
needed to be:
_ A scalable system
_ Easily updated
_ Accessed via a range of platforms
_ Able to be shared
_ Able to be customised



Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Typical heading
Studio workflow
What wesubhead
Typical initially used
Project list for work-in-progress
THE STUDIO : External briefs 10/10/12

 CLIENT                  JOB #            DESCRIPTION                                       JOB CONTACT               STAFF to     STAFF      DEADLINE       STATUS                       DESIGN
                                                                                                                      CLIENT       DIRECTOR                                               TEAM


 The Studio              STU12-01         Visual identity and collateral                    Raul Sarrot               EP/AY        RS         TBC            Ongoing sessions ex-The      Nicky
                                                                                                                                   EP/AY                     Studio HQ with Raul          Holly
                                                                                                                                                                                          Sarah R



                                                                                                                                                                               Slide content
                                                                                                                                                                                          Melissa
                                                                                                                                                                                          Jayesh



 AUT Health &            HEA12-01         Research / communication design                   Stella / Gary             AY           AY/EP                     The Studio group ideation    Holly
 Counselling                                                                                                                                                 session 2pm Wed 10 Oct.      Melissa




 Gifted Kids             GIF12-01         Visual identity / logo redesign                   Deb Clark (CEO)/          EP           EP/AY      Ist stage      Initial concepts being       Sarah R
                                                                                            Sue Barriball                                     concepts w/o   presented.                   Holly
                                                                                                                                              08 October



 Mons Royale             MON12-01         Merino underwear: Design packaging,               Hamish Ackland            AY           AY/EP      Meeting with   Meeting with Product         Nicky
                                          POS Display unit                                                                                    Hamish end     Design students cancelled.   Holly
                                                                                                                                              October        Need new date?



 Platters Catering       PLA12-01         Comp to design logo AUT coffee blend.             David Green               EP           EP/AY      Concepts by    Contact Platters again?      Melissa
                                                                                                                                              31 August                                   Nicky



 The Research            TRA12-01         Design of client presentations.                   Amber                     AY           AY/EP                                                  Sam
 Agency                                                                                                                                                                                   Sarah D



 bold text = project actioned and in progress / coloured bold text = project actioned and in progress, with active event in the week


Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Project list for work-in-progress
What it is and how                                              What we didn’t like
it worked.                                                      about this format.
The project list document (also                                 It used paper.
known as the job board) was created                             Dependent on a sole personal device
in Microsoft Word. It was updated                               (Eden’s laptop) to update.
                                                                Not visual (‘admin-ish’).
weekly by Eden and uploaded on
                                                                Relied on one person updating.
AUTonline for the weekly WIP (work-                             Hard to update during meetings (‘on
in-progress) meeting. Printouts were                            the fly’).
produced for each designer in The                               Team members relied on the paper
Studio before the meeting.                                      version for meetings; they didn’t
                                                                look at the document until then. This
                                                                eroded the sense of ownership of, or
                                                                involvement in The Studio projects.

Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Some web-based tools we
investigated


shared task list for teams                    project management and                        project management
                                                collaboration tool                          / collaboration tool
                                                                                                  for teams




    iPhone / iPad app to                        collaboration and                              iPhone / iPad app to
   manage personal and                         organiSation tool for                              management &
   team tasks on the go                              startups                                     organisation




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Typical heading
Studio workflow
What wesubhead
Typical are trialling
                                                                About Trello
                                                                A web-based project management
                                                                and collaboration tool. Projects are
                                                                organised into ‘boards’ and ‘cards’,
https://trello.com                                                              Slide content
                                                                like a KANBAN board (see below).




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Typical heading
Studio workflow
What wesubhead
Typical are trialling
What Trello offers                                              Trello limitations
Free!                                                           No tagging of content keywords.
Good for simple projects.                                       Not as useful for complex projects.
Native apps on iPhone / iPad.                                   Limited email integration.
Can log in with Google+ account.                                                Slide content
                                                                Limited keyboard shortcuts.
Instantly synchronized over the web.
Visual & intuitive.
You can invite ‘outside’ parties as
members to share / collaborate.




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
How we are using Trello


                                                                         STUDIO JOB
                         PROJECT
                                                                          TRACKING
                       MANAGEMENT
                                                                         & WORK-IN-
                                                                         PROGRESS




Examples of both uses of Trello in The Studio are shown in the following slides.


Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Project management




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Work-in-progress / job tracking




Client projects are organised into                              Cards can be duplicated or moved
lists across the window. In each list,                          to different lists. They can also be
a series of ‘cards’ is created. Cards                           archived.
detail deadlines, updates, project
team, and reminders.


Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Work-in-progress / job tracking




   Each ‘card’ in the
   project list can
   include information
   and images about
   the project.




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Trello: what does and doesn’t
work for The Studio

                            + Easystudentmembers toituse. a sense of ‘managing’ the
                              For
                                   for all
                                           designers, gives
     PROJECT
   MANAGEMENT                      project, enhancing engagement and collaboration.




    STUDIO JOB
                            + Can Studio‘admin’can still manage the board.means that
                              The
                                  have
                                          staff
                                                for the organisation. This

     TRACKING
   AND WORK-IN-
    PROGRESS
                            - Layoutat once (you needyou scroll seereveal). project
                              board
                                     of cards means
                                                         to
                                                            can’t
                                                                  to
                                                                     the whole

                                   Cards can’t be moved to other boards.

Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Studio workflow
Next stage…


Embed Trello as the system for all
project management in The Studio.
Trial Trello as job tracking / project
work-in-progress.



Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
Capturing, storing, and sharing


We have also been using digital tools                           In this report we are focussing on:
to capture information, annotate it,
store it and pass it on to others.                              GoodReader


                                                                Evernote
                                                                http://evernote.com/




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
GoodReader


                                                                The ability of iPad app GoodReader
                                                                to annotate / draw directly onto
                                                                the PDF was used to remotely brief
                                                                student designers when they were in
                                                                The Studio, putting together a design
                                                                job. Students e-mailed us a PDF of
                                                                the layout, and we wrote and typed
                                                                instructions and suggestions on to the
                                                                PDF using GoodReader.




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
GoodReader


Annotated PDFs were
e-mailed from GoodReader
on the iPad directly to the
design team for them to
action.




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
Evernote


                                                                This free app for tablet, smartphone
                                                                and desktop computer is a notetaker.
                                                                pinboard, and organiser.
                                                                It has revolutionised the way we:
                                                                _ capture information
                                                                _ pass information to others
                                                                _ store and manage information
                                                                _ make presentations




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
Evernote


                                                                          Using Evernote to capture
                                                                          images, film footage, sound,
                                                                          webpages, sketches—on the
                                                                          iPad.




Note-taking during workshops in The Studio: photographing, sketching,
grabbing and filing webpages.



Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Recording information
Evernote
                                                                               Using Evernote on the
                                                                               iPad while at an overseas
                                                                               conference.
                                                                               In this case, one team from NZ worked
                                                                               on a museum display system that was
                                                                               built for a museum in Copenhagen, and
                                                                               later when in Copenhagen, Alan could
                                                                               go and see it first hand. The details and
                                                                               readily available information inspired
                                                                               the deeper investigation.




Attending conferences: photograph event, google presenters while they’re
speaking, go to their website, download their website, annotate with details
from their presentation (Diatom: annotating their website)


Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Ahead…
Future aims for this research
project in The Studio


Social media                               +                                          -
We found embracing                         _ increased communication                  _ learning to use the social
social media to be a                       between staff and students                 media forms effectively was
                                           due to increased accessibility             somewhat time consuming
difficult task, but one                    _ enhanced ability to do group             _ using social media can, in
which we now recognise                     projects independent of                    itself, be time consuming
as having considerable                     contributors’ locations                    _ increased accessibility of
value, and which we are                    _ ability to communicate and               staff can lead to increased
intent on pursuing.                        create collaboratively using               workload
                                           rich media
                                           _ expanding students’
                                           networks and knowledge of
                                           the design community
Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Ahead…
Future aims for this research
project in The Studio


Integrated                                 _ our current research
                                           suggests it’s likely we will
                                                                                      _ the key to a successful
                                                                                      workflow environment
systems and                                be able to use a range of                  is integration. With each

management                                 integrated tools for our studio
                                           management needs, rather
                                                                                      iteration and upgrade of apps,
                                                                                      developers are enabling more
We will be continuing                      than developing our own                    integration as a standard
                                           dedicated apps as originally               ‘selling point’.
to testing and use
                                           suggested in our proposal                  For example:
digital workflow tools in                                                             Trello + GoogleDocs
studio production and                                                                 Trello + DropBox
operations.                                                                           Penultimate + Evernote




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
Ahead…
Future aims for this research
project in The Studio


Going                                      We hope to achieve this by:
                                           _ embedding integrated studio
paperless                                  management systems using
                                           a suite of web-based digital
The Studio aims to                         tools
create a community of                      _creating an informed and
change-makers, where                       digitally literate studio
social and environmental                   culture, where students
                                           feel comfortable working
sustainability are core
                                           collaboratively in the digital
values. Reducing our                       space.
                                                                                    Interactive advertising – showing students
                                                                                    new forms of communication design, opening
reliance on paper in                                                                up possibilities for their creative process and
                                                                                    digital media exploration.
studio processes is key.

Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
The end
(for now…)




Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012

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Integrating Digital Tech for Productivity

  • 1. GDCoP 2012 Integrating digital technology into productivity and workflow in The Studio Eden Potter / Alan Young Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 2. Proposal What is The Studio? What is the project? The Studio is a postgraduate This project investigates a range of programme in the AUT School of digital productivity apps and tools Art & Design that acts as a bridge that are concerned with workflows between academia and industry. It is and studio management. The aim is modelled on a working design studio, to facilitate an integrated, networked where students work on projects studio environment. from industry, or develop projects for This report is on Stage 1 of the industry. project, where tools are trialled and analysed against our needs. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 3. Studio workflow There are two levels: Project management INDIVIDUAL TASKS Job tracking 1 RUNNING Supplier liaison 2 RUNNING critical pathways Time-keeping deadlines A STUDIO PROJECTS Briefs Client liaison Recording information Recording information This report focusses on the workflow aspects depicted in black text on the above diagram. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 4. Studio workflow Whatever we used to manage projects and clients in The Studio needed to be: _ A scalable system _ Easily updated _ Accessed via a range of platforms _ Able to be shared _ Able to be customised Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 5. Typical heading Studio workflow What wesubhead Typical initially used Project list for work-in-progress THE STUDIO : External briefs 10/10/12 CLIENT JOB # DESCRIPTION JOB CONTACT STAFF to STAFF DEADLINE STATUS DESIGN CLIENT DIRECTOR TEAM The Studio STU12-01 Visual identity and collateral Raul Sarrot EP/AY RS TBC Ongoing sessions ex-The Nicky EP/AY Studio HQ with Raul Holly Sarah R Slide content Melissa Jayesh AUT Health & HEA12-01 Research / communication design Stella / Gary AY AY/EP The Studio group ideation Holly Counselling session 2pm Wed 10 Oct. Melissa Gifted Kids GIF12-01 Visual identity / logo redesign Deb Clark (CEO)/ EP EP/AY Ist stage Initial concepts being Sarah R Sue Barriball concepts w/o presented. Holly 08 October Mons Royale MON12-01 Merino underwear: Design packaging, Hamish Ackland AY AY/EP Meeting with Meeting with Product Nicky POS Display unit Hamish end Design students cancelled. Holly October Need new date? Platters Catering PLA12-01 Comp to design logo AUT coffee blend. David Green EP EP/AY Concepts by Contact Platters again? Melissa 31 August Nicky The Research TRA12-01 Design of client presentations. Amber AY AY/EP Sam Agency Sarah D bold text = project actioned and in progress / coloured bold text = project actioned and in progress, with active event in the week Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 6. Studio workflow Project list for work-in-progress What it is and how What we didn’t like it worked. about this format. The project list document (also It used paper. known as the job board) was created Dependent on a sole personal device in Microsoft Word. It was updated (Eden’s laptop) to update. Not visual (‘admin-ish’). weekly by Eden and uploaded on Relied on one person updating. AUTonline for the weekly WIP (work- Hard to update during meetings (‘on in-progress) meeting. Printouts were the fly’). produced for each designer in The Team members relied on the paper Studio before the meeting. version for meetings; they didn’t look at the document until then. This eroded the sense of ownership of, or involvement in The Studio projects. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 7. Studio workflow Some web-based tools we investigated shared task list for teams project management and project management collaboration tool / collaboration tool for teams iPhone / iPad app to collaboration and iPhone / iPad app to manage personal and organiSation tool for management & team tasks on the go startups organisation Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 8. Typical heading Studio workflow What wesubhead Typical are trialling About Trello A web-based project management and collaboration tool. Projects are organised into ‘boards’ and ‘cards’, https://trello.com Slide content like a KANBAN board (see below). Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 9. Typical heading Studio workflow What wesubhead Typical are trialling What Trello offers Trello limitations Free! No tagging of content keywords. Good for simple projects. Not as useful for complex projects. Native apps on iPhone / iPad. Limited email integration. Can log in with Google+ account. Slide content Limited keyboard shortcuts. Instantly synchronized over the web. Visual & intuitive. You can invite ‘outside’ parties as members to share / collaborate. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 10. Studio workflow How we are using Trello STUDIO JOB PROJECT TRACKING MANAGEMENT & WORK-IN- PROGRESS Examples of both uses of Trello in The Studio are shown in the following slides. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 11. Studio workflow Project management Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 12. Studio workflow Work-in-progress / job tracking Client projects are organised into Cards can be duplicated or moved lists across the window. In each list, to different lists. They can also be a series of ‘cards’ is created. Cards archived. detail deadlines, updates, project team, and reminders. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 13. Studio workflow Work-in-progress / job tracking Each ‘card’ in the project list can include information and images about the project. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 14. Studio workflow Trello: what does and doesn’t work for The Studio + Easystudentmembers toituse. a sense of ‘managing’ the For for all designers, gives PROJECT MANAGEMENT project, enhancing engagement and collaboration. STUDIO JOB + Can Studio‘admin’can still manage the board.means that The have staff for the organisation. This TRACKING AND WORK-IN- PROGRESS - Layoutat once (you needyou scroll seereveal). project board of cards means to can’t to the whole Cards can’t be moved to other boards. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 15. Studio workflow Next stage… Embed Trello as the system for all project management in The Studio. Trial Trello as job tracking / project work-in-progress. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 16. Recording information Capturing, storing, and sharing We have also been using digital tools In this report we are focussing on: to capture information, annotate it, store it and pass it on to others. GoodReader Evernote http://evernote.com/ Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 17. Recording information GoodReader The ability of iPad app GoodReader to annotate / draw directly onto the PDF was used to remotely brief student designers when they were in The Studio, putting together a design job. Students e-mailed us a PDF of the layout, and we wrote and typed instructions and suggestions on to the PDF using GoodReader. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 18. Recording information GoodReader Annotated PDFs were e-mailed from GoodReader on the iPad directly to the design team for them to action. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 19. Recording information Evernote This free app for tablet, smartphone and desktop computer is a notetaker. pinboard, and organiser. It has revolutionised the way we: _ capture information _ pass information to others _ store and manage information _ make presentations Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 20. Recording information Evernote Using Evernote to capture images, film footage, sound, webpages, sketches—on the iPad. Note-taking during workshops in The Studio: photographing, sketching, grabbing and filing webpages. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 21. Recording information Evernote Using Evernote on the iPad while at an overseas conference. In this case, one team from NZ worked on a museum display system that was built for a museum in Copenhagen, and later when in Copenhagen, Alan could go and see it first hand. The details and readily available information inspired the deeper investigation. Attending conferences: photograph event, google presenters while they’re speaking, go to their website, download their website, annotate with details from their presentation (Diatom: annotating their website) Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 22. Ahead… Future aims for this research project in The Studio Social media + - We found embracing _ increased communication _ learning to use the social social media to be a between staff and students media forms effectively was due to increased accessibility somewhat time consuming difficult task, but one _ enhanced ability to do group _ using social media can, in which we now recognise projects independent of itself, be time consuming as having considerable contributors’ locations _ increased accessibility of value, and which we are _ ability to communicate and staff can lead to increased intent on pursuing. create collaboratively using workload rich media _ expanding students’ networks and knowledge of the design community Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 23. Ahead… Future aims for this research project in The Studio Integrated _ our current research suggests it’s likely we will _ the key to a successful workflow environment systems and be able to use a range of is integration. With each management integrated tools for our studio management needs, rather iteration and upgrade of apps, developers are enabling more We will be continuing than developing our own integration as a standard dedicated apps as originally ‘selling point’. to testing and use suggested in our proposal For example: digital workflow tools in Trello + GoogleDocs studio production and Trello + DropBox operations. Penultimate + Evernote Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 24. Ahead… Future aims for this research project in The Studio Going We hope to achieve this by: _ embedding integrated studio paperless management systems using a suite of web-based digital The Studio aims to tools create a community of _creating an informed and change-makers, where digitally literate studio social and environmental culture, where students feel comfortable working sustainability are core collaboratively in the digital values. Reducing our space. Interactive advertising – showing students new forms of communication design, opening reliance on paper in up possibilities for their creative process and digital media exploration. studio processes is key. Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012
  • 25. The end (for now…) Integrating digital technology into productivity and workflow in The Studio _ Eden Potter / Alan Young _ November 2012