It's easy to overlook the importance of deliverables that go along with taking on a web project, especially a Drupal project. I'm going to go through stages of a project lifecycle starting with requirements (documentation and gathering techniques, questions that need to be asked, etc), followed by design phase (wireframes & mockups best practices), and through development, QA, to UAT, to going live. By understanding the importance of each phase, the audience should be able to identify their strengths, find their niche in the web industry, and also offer value to client projects.

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Scott Bell– Senior Creative Lead
scott@appnovation.com - ca.linkedin.com/pub/sco9-­‐bell/8/b7a/b64/
LIFECYCLE
OF
A
DRUPAL
PROJECT
ATLANTA
•
BOSTON
•
LONDON
•
MONTREAL
•
NEW
YORK
•
SAN
FRANCISCO
•
VANCOUVER

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Appnovation
is
one
of
the
world’s
TOP
OPEN
SOURCE
DEVELOPMENT
SHOPS.

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SERVING
GLOBAL
ENTITIES
AND
REACHING
THEM
AROUND
THE
WORLD
CANADA
VANCOUVER HQ
300-152 West Hastings St
Vancouver BC, V6B 1G8
MONTREAL OFFICE
5455 de Gaspe Avenue, #370
Montreal Quebec, H2T 2A3
UNITED STATES
SAN FRANCISCO OFFICE
315 Montgomery St.
#800 & 900 San Francisco, CA,
94104
ATLANTA OFFICE
3414 Peachtree Road, #1600
Atlanta Georgia, 30326-1164
NEW YORK OFFICE
845 Third Avenue,
6th Floor, New York,
NY 10022
BOSTON OFFICE
225 Franklin Street, 26th Floor,
Bostom MA, 02110
UNITED KINGDOM
LONDON OFFICE
Davidson House, Forbury
Square, Reading, RG1 3EU

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JUST
A
FEW
OF
OUR
HAPPY
CLIENTS

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Appnovation is the only
company in the world that is
both an Enterprise Select
Acquia partner, MuleSoft
Partner, and a Platinum
Alfresco partner.
We also provide community
support for the HTML5 based
SproutCore framework.
OUR
PARTNERS

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Those looking for their place in the web
development industry
Those new to Drupal
Freelancers
Project Managers
Sales people
Project Sponsors

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• Get The Project
• Requirements Gathering
• Design
• Development
• QA
• Project Management

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Get
The
Project
1

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• Risk / Reward
• Woo the client
• Try to get a phonecall
• Don’t get emotionally attached (yet)
• Figure out who the decision makers
are and cater your deliverable to
them
• Do as much as you think is
necessary
• Wireframes
• Mockups
• Case Studies
• Sitemaps
• IA
• Examples of previous work
• Quote

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• Are they Technical people nor not?
• Are they product owners?
• Who makes the final call?
• Does the decision come from higher up?
• Find
out
by
asking
• Google
them/
LinkedIn
• Speak
their
language
Hint:
Killer
design
skills
will
help

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Gathering
Requirements
2

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CLIENT: I want a basic e-commerce site
YOU: Great, Ubercart should give you what you need!
CLIENT: It works great, but can you do me small favor? I forgot to
mention that on odd numbered days we ship internationally for the
price of domestic shipping except when the shipment weighs over 15lbs
and it’s raining.
YOU: That wasn’t in the original requirements that you signed off on,
so I’ll put together a change request
SCOPE CREEP

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• Business Requirements
• Functional Requirements
• Technical Requirements
• Begin
with
3
weeks
of
on-­‐site
informaLon
discovery
and
requirements
gathering

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• Reasons for change
• Identify bottlenecks
• Success factors for the future
• To gain agreement with stakeholders
• Provide a foundation to communicate
• Provides input into the next phase(s)
• Describe what not how customer/business needs will be
met by the solution.

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• What are your goals in developing this system?
• How will the system change the way you are currently doing
things?
• How will the system help you be more efficient?
• What are your current problems?
• What do you do manually that you would like to automate?
• What types of reports do you need?
• Who will be using the system?
• What is most important for the success of the application?

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• Increase sales on out of season products
• Improve the checkout process
• Get more repeat customers
• Automate tasks to reduce the need for in-person services.
• Increase monthly subscribers by x%

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• Describes what the system must DO
• Fullfill business requirements
• Develop Use Cases
• Process flows

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• The system must display products marked as featured
• User story
• User story
• The system must support user profiles
• User story
• User story
• The system must display products based on user behavior
• User story
• The system must calculate shipping rates based on …
• User story

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• As the admin, I want to handpick products for the homepage
• As a user, I want to upload a profile picture
• As a user, I want to comment on a product
• As a user, I want to share a product on my facebook wall
• Title (goal)
• Primary Actor
• Goal (Business Objective)
• Precondition
• Priority

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TITLE:
As
a
user,
I
want
to
handpick
products
for
the
homepage
PRIMARY
ACTORS:
AdministraLve
users,
Content
Managers
BUSINESS
OBJECTIVE:
Increase
sales
on
out
of
season
products
PRECONDITION:
User
must
be
logged
in
with
sufficient
privileges
PRIORITY:
HIGH

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• How the system guides users from point A to point B
- Publishing Workflows
- User registration
- Checkout Process

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• The system must process payments in 12 seconds or less
• System downtime is only acceptable between 2AM – 4AM
Sunday morning.
• The System must handle large spikes in traffic
• Non-functional requirements
• Quality of Service requirements
• Constraints

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Design
3

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• OmniGraffle
• Axure
• Fireworks
Prototypes
IA/Wireframes
Mockups
• Photoshop
• Fireworks
• Illustrator
• TextEditor
• Axure
• Frameworks

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• Don’t send your raw files to the client
• Organize your layers (http://photoshopetiquette.com/)
• Be prepared to explain your decisions (Don Draper)
• Use separate PSD files for each page
• Be pixel perfect – Use grid system
• Make a working prototype (static HTML) to communicate
intended behavior (animations, hovers, responsiveness)
• Wireframe EVERY page (sitemap)
• Mockup KEY pages
• Specify the number of revisions in the contract

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Develop
4

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• Developers
need
to
develop
• They
don’t
like
distracLons
(meeLngs,
etc)
• Project
manager
really
needs
to
take
control
of
things
here.
• Lead
developers
can
delegate
Lckets

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• Set up code repositories (GIT / SVN)
• Set up environments (local, dev, staging, prod)
• Work with PM to create task lists
• Documentation / Training Material
• Demos
• The product!

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• http://nvie.com/posts/a-
successful-git-branching-
model/
• Get a ticket
• Create a branch
• Work on ticket
• Push branch
• Merge into main

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Quality
Assurance
&
User
Acceptance
5

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• Test
plan
derived
from
FRD
/
Use
cases
• Bug
Tracking
system
(Bugzilla,
Jira)
• Test
in
all
major
browsers,
on
windows,
mac,
mobile,
tablet
• Delivers
internally
tested
product
to
client
for
UAT
• UAT
=
User
Acceptance
TesLng

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Project
Management
6

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• Project Plan
• Meeting Invites & Agendas
• Meeting Minutes
• Task lists
• Scope Control
• Escalation
• Status Reports
• The product!

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GANTT Chart
• What is the work that will be performed on the project?
• What are the deliverables?
• Who is involved and what are their responsibilities?
• What is the project timeline?
• What are the Milestones?

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QUESTIONS?
Thank
You
For
Your
Participation!
Your
Full
Name
–
Your
title
youremail@appnovation.com
ATLANTA
•
LONDON
•
MONTREAL
•
NEW
YORK
•
SAN
FRANCISCO
•
VANCOUVER
www.appnovation.com