Welcome to
Atlantic BT




              1
Growth
Patterns:
Building a foundation
for expansion

 Driving, or being driven, to grow in order to meet demand.

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2011
We Now Have 50 Employees
  Open hiring positions for another 5 (10%)
We Have 2 New Dedicated Teams
  Copywriting
  Quality Assurance
Expanded Our Management Team to Accommodate
  Production Manager
  Sales Director
  HR/Recruiting Manager
  Software Dev Manager


                                              18
pattern: The Bottleneck




                          19
pattern: S&M / Ying & yang




                             20
pattern: Chicken & the egg




                             21
pattern: feed the beast




                          22
It’s a numbers game
Itʼs risky... You have to consider the numbers.
How will you meter the pace of your growth?
Growth has impact across an organization
   Ripple Effect
Growth can be contained:
   Rate Changes
   Firing Clients
   Turning Down New Business
Growth should be deterministic
   Is it taking you where you want to go?


                                                  23
Design that
scales


   Methods and best practices to grow gracefully.

                                                24
I am Eileen Allen
Super Mom, Photographer, Designer
& Creative Director @ AtlanticBT




                                    @eileenallen
                                                   25
26
Drink the kool aid
Process... Weʼre talking about process?! (Allen Iversonʼs voice)
You have to buy into your process, but donʼt let it handcuff you.

    BRIEF      research      ideas     solution     production     product




                                                                             27
the setup
The days of starting your project on a blank Photoshop canvas are
done. It requires too much wasted time and energy.




                     BRIEF    research   ideas




                                                                    28
Our creative arsenal
Whether you are a team of one, a small shop looking to expand, or a
massive force, you can benefit from thorough planning.
   Client Brief / Worksheet
   Creative Brief
   Idea Brief
   Co-Design
   Styleboard


This collection of “setup” methods is meant to help us do one thing...
Think Before We Do.



                                                                         29
Client Brief
This is usually the first interaction a client has with our design team.
   It allows clients to share their hopes and dreams.
   The worksheet is meant to help clients self-evaluate, organize
   their thoughts, and share their preferences.




                                           


                                                                          30
Example Question
How involved do you want to be in the design process of your site?
   I trust your expertise and leave the design decisions up to you.
   I would like to have a say in the design of my site.
   I know exactly what I want and would like you to follow my
   instructions.




                                     Visit Atlantic BTʼs Actual Worksheet http://www.atlanticbt.com/client-worksheet.php


                                                                                                                           31
creative brief
This is NOT your grandmaʼs brief. Instead, we ask a series of five
questions during the client kick off meeting.




                                                                    32
creative brief
 Define purpose. Why do you feel like you need a site?
 Define sales process. How do you communicate who you are to
 clients?
 Define the users. Who is the site for?
 Define the end user goal (for each class if more than one). What
 is the desired action?
 Define the look and feel. Confirmation of client brief (theme,
 colourway, risk factor)




                                                                   33
idea brief
“An idea brief is a sentence, or
two, that sums up the project and
frames it as a problem statement.
A question that needs an answer.”
                   - Mark Boulton




                                    Source http://www.alistapart.com/articles/savingthespark/


                                                                                                34
idea brief
Actual examples of our previous brief briefs include:
   This client needs to distinguish themselves from the competition
   by making a complex process easy for customers to understand.
   This client needs the site to reflect the innovation in their
   technology, communicate how they are ahead of the curve in their
   industry, and highlight their credibility.
   This client needs a site design that better reflects their reputation
   and attract high-end clientele.




                                                                          35
co-design
Co-Design is a brainstorming session where the project team
collaborates and share their perspective on the common goals.
   Use the idea brief to springboard into the co-design workshop.


Co-Design can happen:
   You and a client
   You and another designer
   You and UX
   You and UX and marketing and PM
   You and all of the above

                                          The concept was adopted from Leah Buley, formerly of Adaptive Path.


                                                                                                                36
co-design
The benefits of co-design sessions
include:
   No one comes in empty
   handed.
   Helps to prioritize elements
   and features.
   We identify/solve the layout
   through ideation.
   Everyone has a voice, because
   all ideas are good ideas.
   Bada-bing: Wireframe!



                                    37
style board
Itʼs like if a style guide and a mood board had a baby!
Have you ever had a client:
   Be surprised by your design choices?
   Ever point out that you used the wrong kind of camo for the
   background of their military equipment catalog site?


To prevent these surprises and potentially embarrassing mistakes,
we start with style boards to help the client visualize our direction
before we begin designing.




                                                                        38
39
40
style board
The key benefits of a style board include:
   Eliminates surprises.
   Designers are better prepared.
   Avoids designing in a vacuum.




                                            41
sharing is caring




                    42
Development
Fundamentals


      Adventures in abnormal growth.

                                   43
I am daryl hemeon
Pipe Smoking Systems Astronaut &
Manager of Programmers at
AtlanticBT


  Developer for 12+ Years
  Mostly .Net
  Previously a Systems Consultant
  at Unum
  Favorite Droid App =
  RadioParadise



                                    @darylhemeon
                                                   44
BOOM!
Our development team has almost doubled in size
within the last two years.
  More Employees
  More Clients
  More Code
  More Bugs
  More Site Launches




                                                  45
you can look back
In order to sustain growth, you must
excel at the fundamentals.
   The Joel Test
   Fail Fast & Furious
   The Light is Green (Unit Testing)
   Low-Spark High Heeled
   Impersonation
   Diagnose like House MD
   Don't Listen to the Astronauts




                                       46
The Joel Test
 Do you use source control? Yes.
 Can you make a build in one step? Not Completely.
 Do you make daily builds? Working on it.
 Do you have a bug database? Yes.
 Do you fix bugs before you write new code? No.
 Do you have an up to date schedule? Yes.
 Do you have a spec? Sort of.
 Do programmers/designers have quiet working conditions? Yes, sometimes.
 Do you have the best tools money can buy? Yes.
 Do you have testers? Yes.
 Do new candidates write code during their interview? Yes.
 Do you do hallway usability testing? Yes.

                                                        Source http://www.joelonsoftware.com/articles/


                                                                                                         47
Fail Fast Part Uno



public static void ValidateObjectParameterNotNull(object parameter,
     string parameterName)
{
   throw new ArguementNullException(string.Format("{0} cannot be null.",
parameterName));
}




                                                                           48
Fail Fast Part deux
"Failing fast doesn’t just save us money. The cold reality is that
people don’t like working on failing projects. When a project is failing,
people generally can smell it in the air. Employee engagement goes
down, turnover goes up, and things just generally get worse.
The best thing to do — for your people, for your company — is to
learn to fail, and create a culture that learns from failure."
                                                                   - Aaron Erickson




                                               Source http://www.informit.com/articles/article.aspx?p=1748768


                                                                                                                49
Test Driven Development Unit tests
"Test is a verb meaning 'to evaluate'. No software engineers release
even the tiniest change without testing, except the very confident and
the very sloppy...
Although you may test your changes, testing changes is not the
same has having tests."
                                                                                                             - Kent Beck




                     Read This Book Test Driven Development by Example http://books.google.com/books/about/Test_driven_development.html?


                                                                                                                                           50
Low-Fi Spark of High Heeled Impersonation

Admin functionality on your site...
Keep it Simple.
   Search for a User
   If (AppUser.IsInRole("Admin),
   Then Set a Cookie
   If Cookie Exists, Load User




                                            51
Diagnose like house
 Build a Diagnostics Page that
 is accessible by IT support so
 that they can help troubleshoot
 production issues.
 Dump your data as XML.
 Use built-in tracing features of
 Frameworks.




                                    52
Don’t Listen to the astronauts
What's Microsoft Live Mesh?
Hmm, let's see...
"Imagine all your devices—PCs, and soon Macs and mobile phones
—working together to give you anywhere access to the information
you care about."
Wait a minute. Something smells fishy here. Isn't that exactly what
Hailstorm was supposed to be?


                    I smell an architecture astronaut.




                                              Source http://www.joelonsoftware.com/items/2008/05/01.html

                                                                                                           53
Deep


     gh ts
    "
!
               by
         Daryl Hemeon



                        54
in closing...
Growth makes you look back at the fundamentals.
  Fail Fast
  Unit Testing
  User Impersonation
  Production Diagnostics
  Don't Listen to Astronauts
  Leaders Bring People Together




                                                  55
THank You




            56
photo credits
http://images2.fanpop.com/image/photos/8900000/Ying-yang-firefox-8967278-1600-1200.jpg

http://www.cartoonstock.com/directory/b/bottleneck.asp

http://jamieansweringtheunanswerable.blogspot.com/2010/08/first-question.html

http://icanhascheezburger.com/?s=chipmunk

http://designingfortheweb.co.uk/

http://manpacks.com/blog/wp-content/uploads/2011/01/underwear_icon-200x150.png

http://tinawatkins.files.wordpress.com/2010/09/care-bears.jpg

http://www.moviegoods.com/movie_poster/dont_look_back_1967.htm

http://lh5.ggpht.com/-4v21NrOytmQ/TGuOHqzzNaI/AAAAAAAAICM/3KH2Cpb2pcE/vin-diesel_fastfurious.jpg

http://en.wikipedia.org/wiki/File:Traffic_-_The_Low_Spark_of_High_Heeled_Boys.png

http://funver.com/images/stories/people/celebrities/dr.house/dr.house11.jpg

http://www.e-beautywallpaper.com/files/landscape24.jpg




                                                                                                   57

Growth Patterns: Building a foundation for expansion — Driving, or being driven, to grow in order to meet demand.

  • 1.
  • 2.
    Growth Patterns: Building a foundation forexpansion Driving, or being driven, to grow in order to meet demand. 2
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
    2011 We Now Have50 Employees Open hiring positions for another 5 (10%) We Have 2 New Dedicated Teams Copywriting Quality Assurance Expanded Our Management Team to Accommodate Production Manager Sales Director HR/Recruiting Manager Software Dev Manager 18
  • 19.
  • 20.
    pattern: S&M /Ying & yang 20
  • 21.
  • 22.
  • 23.
    It’s a numbersgame Itʼs risky... You have to consider the numbers. How will you meter the pace of your growth? Growth has impact across an organization Ripple Effect Growth can be contained: Rate Changes Firing Clients Turning Down New Business Growth should be deterministic Is it taking you where you want to go? 23
  • 24.
    Design that scales Methods and best practices to grow gracefully. 24
  • 25.
    I am EileenAllen Super Mom, Photographer, Designer & Creative Director @ AtlanticBT @eileenallen 25
  • 26.
  • 27.
    Drink the koolaid Process... Weʼre talking about process?! (Allen Iversonʼs voice) You have to buy into your process, but donʼt let it handcuff you. BRIEF research ideas solution production product 27
  • 28.
    the setup The daysof starting your project on a blank Photoshop canvas are done. It requires too much wasted time and energy. BRIEF research ideas 28
  • 29.
    Our creative arsenal Whetheryou are a team of one, a small shop looking to expand, or a massive force, you can benefit from thorough planning. Client Brief / Worksheet Creative Brief Idea Brief Co-Design Styleboard This collection of “setup” methods is meant to help us do one thing... Think Before We Do. 29
  • 30.
    Client Brief This isusually the first interaction a client has with our design team. It allows clients to share their hopes and dreams. The worksheet is meant to help clients self-evaluate, organize their thoughts, and share their preferences.    30
  • 31.
    Example Question How involveddo you want to be in the design process of your site? I trust your expertise and leave the design decisions up to you. I would like to have a say in the design of my site. I know exactly what I want and would like you to follow my instructions. Visit Atlantic BTʼs Actual Worksheet http://www.atlanticbt.com/client-worksheet.php 31
  • 32.
    creative brief This isNOT your grandmaʼs brief. Instead, we ask a series of five questions during the client kick off meeting. 32
  • 33.
    creative brief Definepurpose. Why do you feel like you need a site? Define sales process. How do you communicate who you are to clients? Define the users. Who is the site for? Define the end user goal (for each class if more than one). What is the desired action? Define the look and feel. Confirmation of client brief (theme, colourway, risk factor) 33
  • 34.
    idea brief “An ideabrief is a sentence, or two, that sums up the project and frames it as a problem statement. A question that needs an answer.” - Mark Boulton Source http://www.alistapart.com/articles/savingthespark/ 34
  • 35.
    idea brief Actual examplesof our previous brief briefs include: This client needs to distinguish themselves from the competition by making a complex process easy for customers to understand. This client needs the site to reflect the innovation in their technology, communicate how they are ahead of the curve in their industry, and highlight their credibility. This client needs a site design that better reflects their reputation and attract high-end clientele. 35
  • 36.
    co-design Co-Design is abrainstorming session where the project team collaborates and share their perspective on the common goals. Use the idea brief to springboard into the co-design workshop. Co-Design can happen: You and a client You and another designer You and UX You and UX and marketing and PM You and all of the above The concept was adopted from Leah Buley, formerly of Adaptive Path. 36
  • 37.
    co-design The benefits ofco-design sessions include: No one comes in empty handed. Helps to prioritize elements and features. We identify/solve the layout through ideation. Everyone has a voice, because all ideas are good ideas. Bada-bing: Wireframe! 37
  • 38.
    style board Itʼs likeif a style guide and a mood board had a baby! Have you ever had a client: Be surprised by your design choices? Ever point out that you used the wrong kind of camo for the background of their military equipment catalog site? To prevent these surprises and potentially embarrassing mistakes, we start with style boards to help the client visualize our direction before we begin designing. 38
  • 39.
  • 40.
  • 41.
    style board The keybenefits of a style board include: Eliminates surprises. Designers are better prepared. Avoids designing in a vacuum. 41
  • 42.
  • 43.
    Development Fundamentals Adventures in abnormal growth. 43
  • 44.
    I am darylhemeon Pipe Smoking Systems Astronaut & Manager of Programmers at AtlanticBT Developer for 12+ Years Mostly .Net Previously a Systems Consultant at Unum Favorite Droid App = RadioParadise @darylhemeon 44
  • 45.
    BOOM! Our development teamhas almost doubled in size within the last two years. More Employees More Clients More Code More Bugs More Site Launches 45
  • 46.
    you can lookback In order to sustain growth, you must excel at the fundamentals. The Joel Test Fail Fast & Furious The Light is Green (Unit Testing) Low-Spark High Heeled Impersonation Diagnose like House MD Don't Listen to the Astronauts 46
  • 47.
    The Joel Test Do you use source control? Yes. Can you make a build in one step? Not Completely. Do you make daily builds? Working on it. Do you have a bug database? Yes. Do you fix bugs before you write new code? No. Do you have an up to date schedule? Yes. Do you have a spec? Sort of. Do programmers/designers have quiet working conditions? Yes, sometimes. Do you have the best tools money can buy? Yes. Do you have testers? Yes. Do new candidates write code during their interview? Yes. Do you do hallway usability testing? Yes. Source http://www.joelonsoftware.com/articles/ 47
  • 48.
    Fail Fast PartUno public static void ValidateObjectParameterNotNull(object parameter, string parameterName) { throw new ArguementNullException(string.Format("{0} cannot be null.", parameterName)); } 48
  • 49.
    Fail Fast Partdeux "Failing fast doesn’t just save us money. The cold reality is that people don’t like working on failing projects. When a project is failing, people generally can smell it in the air. Employee engagement goes down, turnover goes up, and things just generally get worse. The best thing to do — for your people, for your company — is to learn to fail, and create a culture that learns from failure." - Aaron Erickson Source http://www.informit.com/articles/article.aspx?p=1748768 49
  • 50.
    Test Driven DevelopmentUnit tests "Test is a verb meaning 'to evaluate'. No software engineers release even the tiniest change without testing, except the very confident and the very sloppy... Although you may test your changes, testing changes is not the same has having tests." - Kent Beck Read This Book Test Driven Development by Example http://books.google.com/books/about/Test_driven_development.html? 50
  • 51.
    Low-Fi Spark ofHigh Heeled Impersonation Admin functionality on your site... Keep it Simple. Search for a User If (AppUser.IsInRole("Admin), Then Set a Cookie If Cookie Exists, Load User 51
  • 52.
    Diagnose like house Build a Diagnostics Page that is accessible by IT support so that they can help troubleshoot production issues. Dump your data as XML. Use built-in tracing features of Frameworks. 52
  • 53.
    Don’t Listen tothe astronauts What's Microsoft Live Mesh? Hmm, let's see... "Imagine all your devices—PCs, and soon Macs and mobile phones —working together to give you anywhere access to the information you care about." Wait a minute. Something smells fishy here. Isn't that exactly what Hailstorm was supposed to be? I smell an architecture astronaut. Source http://www.joelonsoftware.com/items/2008/05/01.html 53
  • 54.
    Deep gh ts " ! by Daryl Hemeon 54
  • 55.
    in closing... Growth makesyou look back at the fundamentals. Fail Fast Unit Testing User Impersonation Production Diagnostics Don't Listen to Astronauts Leaders Bring People Together 55
  • 56.
  • 57.
    photo credits http://images2.fanpop.com/image/photos/8900000/Ying-yang-firefox-8967278-1600-1200.jpg http://www.cartoonstock.com/directory/b/bottleneck.asp http://jamieansweringtheunanswerable.blogspot.com/2010/08/first-question.html http://icanhascheezburger.com/?s=chipmunk http://designingfortheweb.co.uk/ http://manpacks.com/blog/wp-content/uploads/2011/01/underwear_icon-200x150.png http://tinawatkins.files.wordpress.com/2010/09/care-bears.jpg http://www.moviegoods.com/movie_poster/dont_look_back_1967.htm http://lh5.ggpht.com/-4v21NrOytmQ/TGuOHqzzNaI/AAAAAAAAICM/3KH2Cpb2pcE/vin-diesel_fastfurious.jpg http://en.wikipedia.org/wiki/File:Traffic_-_The_Low_Spark_of_High_Heeled_Boys.png http://funver.com/images/stories/people/celebrities/dr.house/dr.house11.jpg http://www.e-beautywallpaper.com/files/landscape24.jpg 57