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             Lifecycle of a Drupal Project

                Scott Bell – Senior Creative Lead
                scott@appnovation.com




Scott Bell                             V            Saturday June 2, 2012
•  Those new to the Web Industry
    •  Those new to Drupal
    •  Freelancers
    •  Project Managers
    •  Pretty much anybody

    * Based on Waterfall, but most
      of it applies to Agile projects




Scott Bell                              V   Saturday June 2, 2012
•  Introduction / About Me
    •  Get The Project
    •  Requirements Gathering
    •  Design
    •  Development
    •  QA
    •  Project Management




Scott Bell                       V   Saturday June 2, 2012
•  Hobby and user of <blink><table>
    •  Netscape, Mosaic, Lycos, Infoseek
    •  1994 14.4k Modem
    •  I have the lowest ICQ number out of
         most people I know. (2791847)
    •  BCIT
                                                         I’m from Edmonton.
    •  At Appnovation since 2008 (4 years)                 I love the Oilers.
                                                            Say what you want.

    •  Designer, Developer, Project Manager,
         Business Analyst


Scott Bell                         V         Saturday June 2, 2012
What we use




Scott Bell       V         Saturday June 2, 2012
Some of Our Clients




Scott Bell           V             Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
•  Risk / Reward
                                                     •    Wireframes
    •  Woo the client                                •    Mockups
                                                     •    Case Studies
    •  Try to get a call                             •    Sitemaps
                                                     •    IA
    •  Don’t get emotionally attached (yet)          •    Examples of previous work

    •  Figure out who the decision makers
         are and cater your deliverable to
         them
    •  Do as much as you think is
         necessary


Scott Bell                           V        Saturday June 2, 2012
•  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
                                       •  Find out by being inquisitive
                                       •  Google It
                                       •  Take a wild guess!

                                       Hint: Killer design skills will help




Scott Bell                         V               Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
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
Scott Bell                           V         Saturday June 2, 2012
•  Business Requirements
    •  Functional Requirements
    •  Technical Requirements




Scott Bell                       V   Saturday June 2, 2012
•  Requirements for business users such as customers,
         employees, vendors.
    •  Reasons for change
    •  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.


Scott Bell                         V           Saturday June 2, 2012
•    Why?
    •    Why?
    •    Why?
    •    Why?




Scott Bell      V   Saturday June 2, 2012
•  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?


Scott Bell                         V        Saturday June 2, 2012
•  Increase sales on out of season products
    •  Improve the checkout process
    •  Get more repeat customers




Scott Bell                         V       Saturday June 2, 2012
•  Describes what the system must DO
    •  Fullfill business requirements
    •  Develop Use Cases
    •  Process flows




Scott Bell                          V      Saturday June 2, 2012
•  The system must display products marked as featured
    •  The system must support user profiles
    •  The system must display products based on user behavior
    •  The system must calculate shipping rates based on …




Scott Bell                        V        Saturday June 2, 2012
•  Title (goal)
    •  Primary Actor
    •  Goal (Business Objective)
    •  Precondition
    •  Priority

    •  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

Scott Bell                          V         Saturday June 2, 2012
TITLE: As a user, I want to handpick products for the homepage
   PRIMARY ACTORS: Administrative users, Content Managers
   BUSINESS OBJECTIVE: Increase sales on out of season products
   PRECONDITION: User must be logged in with sufficient privileges
   PRIORITY: HIGH




Scott Bell                               V           Saturday June 2, 2012
•  How the system guides users from point A to point B




                                  -  Publishing Workflows
                                  -  User registration
                                  -  Checkout Process




Scott Bell                        V           Saturday June 2, 2012
•  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




Scott Bell                           V      Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
IA/Wireframes              Mockups                        Prototypes

    •    OmniGraffle         •    Photoshop                   •    TextEditor
    •    Axure               •    Fireworks                   •    Axure
    •    Fireworks           •    Illustrator                 •    Fireworks
                                                              •    DreamWeaver




Scott Bell                                      V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
Your name
Scott Bell   V   Saturday June 2, 2012
•  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
Scott Bell                          V            Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
•  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!




Scott Bell                         V          Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
•  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 Testing




Scott Bell                          V         Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
•  Project Plan
    •  Meeting Invites & Agendas
    •  Meeting Minutes
    •  Task lists
    •  Status Reports
    •  Demos
    •  The product!




Scott Bell                         V   Saturday June 2, 2012
•  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?
   GANTT Chart




Scott Bell                             V    Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
Scott Bell   V   Saturday June 2, 2012
•  Milestones
    •  Changes
    •  Existing – Things that have been accomplished
    •  Time Spent (PM, Designer, Developer, QA)
    •  Invoicing (invoice #, date, amount)
    •  Recent Tasks
    •  Next Week Tasks
    •  Risks & Issues (Description, Mitigation/Impact, Status)
    •  Decisions


Scott Bell                         V         Saturday June 2, 2012
Questions?




Scott Bell       V   Saturday June 2, 2012
Thank You!
                From Appnovation Technologies
                Scott Bell – Senior Creative Lead
                scott@appnovation.com




Scott Bell                             V            Saturday June 2, 2012

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Lifecycle of a Drupal Project

  • 1. presents Lifecycle of a Drupal Project Scott Bell – Senior Creative Lead scott@appnovation.com Scott Bell V Saturday June 2, 2012
  • 2. •  Those new to the Web Industry •  Those new to Drupal •  Freelancers •  Project Managers •  Pretty much anybody * Based on Waterfall, but most of it applies to Agile projects Scott Bell V Saturday June 2, 2012
  • 3. •  Introduction / About Me •  Get The Project •  Requirements Gathering •  Design •  Development •  QA •  Project Management Scott Bell V Saturday June 2, 2012
  • 4. •  Hobby and user of <blink><table> •  Netscape, Mosaic, Lycos, Infoseek •  1994 14.4k Modem •  I have the lowest ICQ number out of most people I know. (2791847) •  BCIT I’m from Edmonton. •  At Appnovation since 2008 (4 years) I love the Oilers. Say what you want. •  Designer, Developer, Project Manager, Business Analyst Scott Bell V Saturday June 2, 2012
  • 5. What we use Scott Bell V Saturday June 2, 2012
  • 6. Some of Our Clients Scott Bell V Saturday June 2, 2012
  • 7. Scott Bell V Saturday June 2, 2012
  • 8. •  Risk / Reward •  Wireframes •  Woo the client •  Mockups •  Case Studies •  Try to get a call •  Sitemaps •  IA •  Don’t get emotionally attached (yet) •  Examples of previous work •  Figure out who the decision makers are and cater your deliverable to them •  Do as much as you think is necessary Scott Bell V Saturday June 2, 2012
  • 9. •  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 •  Find out by being inquisitive •  Google It •  Take a wild guess! Hint: Killer design skills will help Scott Bell V Saturday June 2, 2012
  • 10. Scott Bell V Saturday June 2, 2012
  • 11. 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 Scott Bell V Saturday June 2, 2012
  • 12. •  Business Requirements •  Functional Requirements •  Technical Requirements Scott Bell V Saturday June 2, 2012
  • 13. •  Requirements for business users such as customers, employees, vendors. •  Reasons for change •  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. Scott Bell V Saturday June 2, 2012
  • 14. •  Why? •  Why? •  Why? •  Why? Scott Bell V Saturday June 2, 2012
  • 15. •  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? Scott Bell V Saturday June 2, 2012
  • 16. •  Increase sales on out of season products •  Improve the checkout process •  Get more repeat customers Scott Bell V Saturday June 2, 2012
  • 17. •  Describes what the system must DO •  Fullfill business requirements •  Develop Use Cases •  Process flows Scott Bell V Saturday June 2, 2012
  • 18. •  The system must display products marked as featured •  The system must support user profiles •  The system must display products based on user behavior •  The system must calculate shipping rates based on … Scott Bell V Saturday June 2, 2012
  • 19. •  Title (goal) •  Primary Actor •  Goal (Business Objective) •  Precondition •  Priority •  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 Scott Bell V Saturday June 2, 2012
  • 20. TITLE: As a user, I want to handpick products for the homepage PRIMARY ACTORS: Administrative users, Content Managers BUSINESS OBJECTIVE: Increase sales on out of season products PRECONDITION: User must be logged in with sufficient privileges PRIORITY: HIGH Scott Bell V Saturday June 2, 2012
  • 21. •  How the system guides users from point A to point B -  Publishing Workflows -  User registration -  Checkout Process Scott Bell V Saturday June 2, 2012
  • 22. •  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 Scott Bell V Saturday June 2, 2012
  • 23. Scott Bell V Saturday June 2, 2012
  • 24. Scott Bell V Saturday June 2, 2012
  • 25. Scott Bell V Saturday June 2, 2012
  • 26. IA/Wireframes Mockups Prototypes •  OmniGraffle •  Photoshop •  TextEditor •  Axure •  Fireworks •  Axure •  Fireworks •  Illustrator •  Fireworks •  DreamWeaver Scott Bell V Saturday June 2, 2012
  • 27. Scott Bell V Saturday June 2, 2012
  • 28. Your name Scott Bell V Saturday June 2, 2012
  • 29. Your name Scott Bell V Saturday June 2, 2012
  • 30. Your name Scott Bell V Saturday June 2, 2012
  • 31. Your name Scott Bell V Saturday June 2, 2012
  • 32. Your name Scott Bell V Saturday June 2, 2012
  • 33. Your name Scott Bell V Saturday June 2, 2012
  • 34. Your name Scott Bell V Saturday June 2, 2012
  • 35. Your name Scott Bell V Saturday June 2, 2012
  • 36. Your name Scott Bell V Saturday June 2, 2012
  • 37. Scott Bell V Saturday June 2, 2012
  • 38. Your name Scott Bell V Saturday June 2, 2012
  • 39. Your name Scott Bell V Saturday June 2, 2012
  • 40. Your name Scott Bell V Saturday June 2, 2012
  • 41. Your name Scott Bell V Saturday June 2, 2012
  • 42. •  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 Scott Bell V Saturday June 2, 2012
  • 43. Scott Bell V Saturday June 2, 2012
  • 44. Scott Bell V Saturday June 2, 2012
  • 45. Scott Bell V Saturday June 2, 2012
  • 46. •  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! Scott Bell V Saturday June 2, 2012
  • 47. Scott Bell V Saturday June 2, 2012
  • 48. •  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 Testing Scott Bell V Saturday June 2, 2012
  • 49. Scott Bell V Saturday June 2, 2012
  • 50. Scott Bell V Saturday June 2, 2012
  • 51. Scott Bell V Saturday June 2, 2012
  • 52. Scott Bell V Saturday June 2, 2012
  • 53. •  Project Plan •  Meeting Invites & Agendas •  Meeting Minutes •  Task lists •  Status Reports •  Demos •  The product! Scott Bell V Saturday June 2, 2012
  • 54. •  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? GANTT Chart Scott Bell V Saturday June 2, 2012
  • 55. Scott Bell V Saturday June 2, 2012
  • 56. Scott Bell V Saturday June 2, 2012
  • 57. •  Milestones •  Changes •  Existing – Things that have been accomplished •  Time Spent (PM, Designer, Developer, QA) •  Invoicing (invoice #, date, amount) •  Recent Tasks •  Next Week Tasks •  Risks & Issues (Description, Mitigation/Impact, Status) •  Decisions Scott Bell V Saturday June 2, 2012
  • 58. Questions? Scott Bell V Saturday June 2, 2012
  • 59. Thank You! From Appnovation Technologies Scott Bell – Senior Creative Lead scott@appnovation.com Scott Bell V Saturday June 2, 2012