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World IA Day 2017
Information Strategy &
Structure
Laura Oxenfeld | WIAD 2017 | @LOXTalks
On Deck
● Integrate home-grown Intranet + out of the box Application Lifecycle
Management tool
○ Overview Delphic and Team
○ Intranet & IA
○ Target Process & IA
○ IA Overlap
○ Internal Team Tasked With...
○ Approach & Results
○ Takeaways
● Q&A Laura Oxenfeld | WIAD 2017 | @LOXTalks
Who We Are
Delphic Digital
● Full-service Digital Marketing Agency
○ Digital strategy
○ Analytics & research
○ Marketing automation
○ Digital marketing
○ Web dev & integration
○ Brand Design
○ Experience Design
● 13 years old
● ~ 80 people
Internal Team
● BA/UX
● Project Manager (PM)
● Full Stack Developer
○ Back End
○ Front End
● What is an Intranet?
● 10 years of project & financial data
● Problem:
○ Outgrown task management capacity
Features
● Project Buildout
● Project Phases
● Time Estimates
● Timekeeping
● Burndown of Hours
● Task Management
● Financial Reporting
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Home-Grown Intranet
Intranet IA
Project Management
● Categories of work
○ “Milestones”
● Estimated hours per milestone
● Timesheet entry logged against milestone
● Over/under budget
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Financial Reporting
● Timesheet entries
● Advanced task management capabilities
● Lifecycle management
● No financial reporting
Features
● Project Buildout **
● Project Phases **
● Time Estimates **
● Timekeeping **
● Burndown of Hours
● Advanced Task Management
● Resourcing
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Target Process
Target Process IA
● Categories of Work
○ Epics
● Timesheet entry logged to Task or User
Story
● API
Laura Oxenfeld | WIAD 2017 | @LOXTalks
IA Overlap
Categories of Work
● Intranet = Milestones
● TP = Epics
Application of Categories
● Not consistent
● Free-form text fields
Internal Team Tasked With …
Sync across platforms
● Project setup
● Estimates
● Timesheet entries
● Burndown of hours
Sync Target Process data into Intranet financial reports
Approach
Create New Standardized Categories of Work
● User Research
○ Practice Leads and Managers, old data (user artifacts)
IA Cleanup
● Manually mapped Epics → Milestones
Edge Cases
● Developed solution for real-world edge cases
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Results
Standardized IA & Process
● Easier to communicate project status with clients
● Faster onboarding for new hires
● Easier to price out projects
● Consistency between projects
● Easier for leadership to compare projects to improve future estimation &
scoping
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Takeaway
Sync custom tool with out-of-the-box product
● Think about IA within and platforms
● How is architecture actually being used?
● Develop an information strategy to standardize IA
● Build a long-term solution
● Do cleanup as needed
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Q&A
Laura Oxenfeld | WIAD 2017 | @LOXTalks
Thank You
Laura Oxenfeld
Twitter & Slack - @LOXTalks
lauraoxenfeld@gmail.com

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World Information Architecture Day 2017

  • 1. World IA Day 2017 Information Strategy & Structure Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 2. On Deck ● Integrate home-grown Intranet + out of the box Application Lifecycle Management tool ○ Overview Delphic and Team ○ Intranet & IA ○ Target Process & IA ○ IA Overlap ○ Internal Team Tasked With... ○ Approach & Results ○ Takeaways ● Q&A Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 3. Who We Are Delphic Digital ● Full-service Digital Marketing Agency ○ Digital strategy ○ Analytics & research ○ Marketing automation ○ Digital marketing ○ Web dev & integration ○ Brand Design ○ Experience Design ● 13 years old ● ~ 80 people Internal Team ● BA/UX ● Project Manager (PM) ● Full Stack Developer ○ Back End ○ Front End
  • 4. ● What is an Intranet? ● 10 years of project & financial data ● Problem: ○ Outgrown task management capacity Features ● Project Buildout ● Project Phases ● Time Estimates ● Timekeeping ● Burndown of Hours ● Task Management ● Financial Reporting Laura Oxenfeld | WIAD 2017 | @LOXTalks Home-Grown Intranet
  • 5. Intranet IA Project Management ● Categories of work ○ “Milestones” ● Estimated hours per milestone ● Timesheet entry logged against milestone ● Over/under budget Laura Oxenfeld | WIAD 2017 | @LOXTalks Financial Reporting ● Timesheet entries
  • 6. ● Advanced task management capabilities ● Lifecycle management ● No financial reporting Features ● Project Buildout ** ● Project Phases ** ● Time Estimates ** ● Timekeeping ** ● Burndown of Hours ● Advanced Task Management ● Resourcing Laura Oxenfeld | WIAD 2017 | @LOXTalks Target Process
  • 7. Target Process IA ● Categories of Work ○ Epics ● Timesheet entry logged to Task or User Story ● API Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 8. IA Overlap Categories of Work ● Intranet = Milestones ● TP = Epics Application of Categories ● Not consistent ● Free-form text fields
  • 9. Internal Team Tasked With … Sync across platforms ● Project setup ● Estimates ● Timesheet entries ● Burndown of hours Sync Target Process data into Intranet financial reports
  • 10. Approach Create New Standardized Categories of Work ● User Research ○ Practice Leads and Managers, old data (user artifacts) IA Cleanup ● Manually mapped Epics → Milestones Edge Cases ● Developed solution for real-world edge cases Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 11. Results Standardized IA & Process ● Easier to communicate project status with clients ● Faster onboarding for new hires ● Easier to price out projects ● Consistency between projects ● Easier for leadership to compare projects to improve future estimation & scoping Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 12. Takeaway Sync custom tool with out-of-the-box product ● Think about IA within and platforms ● How is architecture actually being used? ● Develop an information strategy to standardize IA ● Build a long-term solution ● Do cleanup as needed Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 13. Q&A Laura Oxenfeld | WIAD 2017 | @LOXTalks
  • 14. Thank You Laura Oxenfeld Twitter & Slack - @LOXTalks lauraoxenfeld@gmail.com