The document outlines the key considerations and steps for starting an AEM project, focusing on scoping, refining requirements, and avoiding common pitfalls. It emphasizes the importance of understanding project goals, content types, permissions, integrations, and workflow configurations. The document also provides insights into planning, resource allocation, and best practices for documentation and testing throughout the project lifecycle.

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LET’S DIG INTO
REQUIREMENTS
Gina Petruccelli
August 6, 2019

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SO YOU WANT TO START AN AEM PROJECT?

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• Scoping
• Refining Requirements
• Common Pitfalls & Impact
• Forgotten Details
• Building a Plan
• Key Takeaways
AGENDA

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SCOPING ACROSS THE ADOBE CLOUD
TARGET
Audience
Segmentation
Persona Data
Content
SITES
Components
Templates
Integrations
Workflows
Design
ASSETS
Asset Types
Renditions
Automation
Workflows
Reporting
CAMPAIGN
Audience
Data
Reporting
ANALYTICS
KPIs
Reporting
Integration

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SCOPING QUESTIONS
• Goals & Challenges
• What are the business goals?
• Are you trying to solve a specific
problem?
• New to AEM? Upgrade? Existing?
• Content
• Types of content?
• Key functionality?
• New design or lift and shift?
• Migration strategy?
• Permissions & Workflows
• Approvals
• What should authors be able to see and
accomplish?
• Integrations
• Analytics
• CRM
• E-commerce
• Translations
• Architecture
• Hosting
• SSO
• Authors & Location
• Amount of data/content
• Project Support
• Responsibilities
• Training

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COMPONENTS & CONFIGURATIONTEMPLATES
Header
Footer
Rich Text
Editor
Media Player
Image/Text
Hero Banner
Navigation
Search
SearchHome Page
Grid Layouts
Analytics
Behind the curtain
LAYING OUT REQUIREMENTS

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CONFIGURATION & INTEGRATION
• Build Environment Setup
• SMTP
• Single Sign-on
• Analytics
• Internal Systems Integrations
• Dispatcher Configuration
• Users, Groups, Permissions & CUGs
• Approval & Publish Workflow
• APIs
• MSM
• Translation Integration
• User Guide
• Adobe Runbook
DESIGN & FUNCTIONALITY
• Responsive Templates
• Text
• Image
• Video
• Column Control
• Carousel
• Hero Banner
• Navigation, Header, Footer
• Lists, Download
• News & Social Feeds
• Tagging, Taxonomy, Metadata
• Search & Filters
• Login & Profile
LAYING OUT REQUIREMENTS

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LEVEL OF EFFORT
Name Comments Low Hours High Hours
Base Template Flexible grid? Set Components? 8 16
Search Component Integration? Search Logic 32 60
Filters and Facets/Sort By 24 40
Hero Banner Buttons? Text? Author style controls? 24 40
RTE component OOTB or Common Component? 12 20
Workflow
OOTB approval? Custom steps?
Notifications
12 40
Tagging and Taxonomy From scratch? Migrating? Automation? 24 32
Metadata Page properties, structure 12 24
Dispatcher Configuration 12 20
Data Integration Custom API? Connector? Data structure 32 60

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Reuse
Use existing components and apply
unique styles
Create a common library
Recycle
Build upon existing components to save
effort and create authoring consistency
Learn
Understand a team’s velocity and what it
takes to accomplish tasks to refine
efforts
image

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Changes to Scope
Unclear Requirements
IN A NUTSHELL
Incomplete Design
Last Minute Additions
COMMON PITFALLS
Scope Creep
Roles & ResponsibilitiesDependencies

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IN A NUTSHELLMITIGATION & IMPACT
MITIGATION IMPACT
Swap Scope: For new requirements, can other items by de-prioritized
to keep the same timeline and resource plan
De-prioritize or trade out like
for like items
Same Timeline
Same Budget
Increase Timeline and Budget: If new or changes requirements add
to the level of effort, timeline and/or budget may need to increase
X Days
X Cost
De-scope: Remove items from scope. Consider an MVP or Phased
approach in order to meet business deadlines while still ensuring
solid delivery and progress
Same or Reduced Timeline
Same or Reducted Budget

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COMMON ASSUMPTIONS
• There will be no customization to the AEM Authoring environment.
• Only modern browsers such as IE11, and latest two versions of Firefox, Chrome,
Safari, iOS and Android will be supported for this implementation.
• Client will provide Subject Matter Expertise on non AEM technologies.
• Client is responsible for UAT testing activities.
• Client is responsible for the migration and input of content and assets.
• Final designs may impact scope and budget.
• Integrations with external systems have existing APIs.

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Code Reviews Meetings
Documentation
IN A NUTSHELL
Testing
WHAT EVERYONE FORGETS

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IN A NUTSHELLWHAT EVERYONE FORGETS
Documentation
• Adobe Runbook: If you’re on AMS, this is a key step before launch
• During the development cycle, create a User Guide Document for content
owners that will cover the following with final document at end of project:
• Building content with components and templates
• Initiating workflow steps; managing tagging and taxonomy
• How to fill in the form and what fields map to components and templates
• Ingesting assets into the system
• Site permissions
• During the development cycle, refine the solution into a Technical Design
Document for admins and IT/Developers that will cover the following with
final document at end of project:
• Workflows
• Configurations on each instance and environment
• Key integrations and methodology

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IN A NUTSHELLWHAT EVERYONE FORGETS
Code Reviews
Iterative prototyping allows for
rapid AEM deployment
Test and measure against
planned objectives
Refine and map
business, design and
technical requirements
Each sprint leave fully
functionally deliverable

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IN A NUTSHELLWHAT EVERYONE FORGETS
Testing

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IN A NUTSHELLWHAT EVERYONE FORGETS
Meetings
• DSUs
• Weekly Status Meetings
• Grooming and Greening Sessions
• Demos
• Solution Discussions
• Testing and Handoffs

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THE RIGHT FORMULA
Total Hours Rate Cost
Engagement
Manager
60 5 5 5 5 5 5 5 5 5 5 5 5 60 $160 $9,600
Project
Manager
240 20 20 20 20 20 20 20 20 20 20 20 20 240 $160 $38,400
AEM Architect 480 40 40 40 40 40 40 40 40 40 40 40 40 480 $160 $76,800
Developer 320 0 0 40 40 40 40 40 40 40 40 0 0 320 $160 $51,200
FE Developer 320 0 0 40 40 40 40 40 40 40 40 0 0 320 $160 $51,200
Discover
y
Sprint 1 Sprint 2 Sprint 3 UAT
Launc
h
Post-
Launch
Total 1420 Total $227,200
Total Development Hours 720
TA oversight 60
Estimated Development
Hours during sprint
612
Difference in hours 48

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PROJECT TIMELINE PHASE 1 MILESTONES
Discovery / Solution
Architecture
Weeks 1-4
AEM Development
Sprint Weeks 2-12
Final Testing | UAT |
Launch Readiness
Week 10-14
Go Live/Deploy/
Short-Term Post Launch
Weeks 12-16
 Kick-off
 Validation of
Requirements
 UX & UI review
 Planning & scheduling
 Architecture and
Directional design
 Environment build out
 Project set up and
onboarding
 X Development Sprints (2-3
weeks each)
 Sprint Demo at end of sprint
 Functionality delivered in
each sprint defined in
Solution Design
 Environment build-out
 QA can start after Sprint 1
 Weekly Status Calls
 Daily Stand Ups
 Content Migration
 Knowledge Transfer
sessions
 Final testing
including UAT
 Deployment
preparation
 Enablement
preparation
 User Guide
Development
 Go-Live Activities
 Knowledge Transfer
cont.
 Short Term Post Launch
Support
 Hand-off Documentation
PROJECT MILESTONES

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MVP Timeline
Full ProjectTimeline
MVP VS POST MVP

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IN A NUTSHELLPROJECT PLAN HAND-OFF & POST-PROJECT
HAND-OFF
• Review your scoping document with the team
• Share notes and documents from your scope effort
• Confirm assumptions & dependencies
POST
• How did the scope map to the implementation?
• Was the timeline met and if not, what changed?
• Lessons learned to improve

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IN A NUTSHELLKEY TAKE-AWAYS
• Pick Your Flavor
• Dig Into the Scope
• Define Your Requirements
• Understand Impacts
• Create a Plan
• Hand-Off to Your Team

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ABOUT
Twitter
twitter.com/3SHARE
Linkledin
linkedin.com/in/gpetruccelli
Photo placeholder
Gina Petruccelli
Client Services Solutions Director
3|SHARE
gina.petruccelli@3sharecorp.com
850-803-2149

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QUESTIONS?
NOPE, WELL
THANK YOU!