FACTORS TOBUDGET FORWhen planning a Drupal project                            Dani Nordin :: @danigrrl :: tzk-design.com
Dani Nordin•   UX Designer and    Strategist•   Specialize in Design    Strategy for Drupal    teams•   Founder, the zen  ...
Lifecycle of a Drupal Project
Discovery• Understand the client’s specific functional needs• Get clear on the client’s marketing and business goals, and ...
UX/Architecture• Get an understanding of the site’s target users• Map out how users will flow through specific key tasks, ...
Prototyping• Start setting up initial Drupal architecture, and laying in  content to see how it works in “the real world”•...
Prototyping• Start setting up initial Drupal architecture, and laying in  content to see how it works in “the real world”•...
Visual Design & Theming• Sets up visual standards that will guide the site’s look and  feel• Applies those visual standard...
Functional Implementation• Often happens concurrently with visual design & theming  phase• Takes the knowledge gained in t...
Testing and Launch• Moves the site from development to staging• Makes sure that everything is working correctly in the  ne...
Project Wrap-up/Retrospective• Takes a look at what went well, what needed tweaking, and  assesses the client/design team ...
FACTORS TO BUDGETFORDiscovery and UX
User Research• Who are the site’s users?  • Customers/potential customers  • Content admins and editors• What are their go...
Content Strategy• How much content exists?• Is the content on brand/message?• Is there any new content that needs to be cr...
Information Architecture• How is content organized?• What “basic pages” (i.e. marketing pages) exist?• What pages will inv...
Requirements Gathering• Who gathers stakeholder and user requirements?• How are requirements delivered to the development ...
FACTORS TO BUDGETFORDevelopment and Maintenance
Hosting and server configuration• Hosting  • Which provider?  • Shared hosting, private, cloud?• Server configuration   • ...
Users, Roles and Permissions• Who has access to log in to the site?• What types of access are required?  • Content editors...
Content Entry, Migration & Display• Does legacy content need to be migrated into the new site?• Who will enter and manage ...
FACTORS TO BUDGETFORVisual Design and Theming
Visual Design• Do brand standards exist or do they need to be created?• Are there any special elements (callouts, advertis...
Theming• Who will apply the look and feel to the site’s theme?• Are there any dynamic features that need to be created?• D...
Responsive Design• In what contexts do users visit the site?• How do those contexts impact:  • Content served?  • Navigati...
FACTORS TO BUDGETFORSite maintenance and content administration
Maintenance and Backup• Who maintains codebase?• How are upgrades handled?• How are backups handled?
Content administration• Who authors/updates content?• Who approves content?
QUESTIONS?
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Things to Budget for When Planning a Drupal Implementation

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This presentation, done for the Drupal Business Summit in 2012, covers factors that must be considered when planning Drupal implementations of medium to high complexity.

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Things to Budget for When Planning a Drupal Implementation

  1. 1. FACTORS TOBUDGET FORWhen planning a Drupal project Dani Nordin :: @danigrrl :: tzk-design.com
  2. 2. Dani Nordin• UX Designer and Strategist• Specialize in Design Strategy for Drupal teams• Founder, the zen kitchen• Author, Drupal for Designers series (O’Reilly, 2011–12)• Twitter: @danigrrl• Email: dani@tzk-design.com
  3. 3. Lifecycle of a Drupal Project
  4. 4. Discovery• Understand the client’s specific functional needs• Get clear on the client’s marketing and business goals, and how this project fits in• Get a handle on resource issues, time investment and other practical considerations• Research the client’s competitive landscape and audience
  5. 5. UX/Architecture• Get an understanding of the site’s target users• Map out how users will flow through specific key tasks, and what information needs to be there to support them• Find out what content exists for the current site, what needs to be created, and how the content will be organized• Come up with a set of assumptions, and standards that will govern the project as you move forward
  6. 6. Prototyping• Start setting up initial Drupal architecture, and laying in content to see how it works in “the real world”• Test task flows and assumptions with real users, and see where you need adjustments• Refine functional requirements and understand what needs to be done to finish the project
  7. 7. Prototyping• Start setting up initial Drupal architecture, and laying in content to see how it works in “the real world”• Test task flows and assumptions with real users, and see where you need adjustments• Refine functional requirements and understand what needs to be done to finish the project
  8. 8. Visual Design & Theming• Sets up visual standards that will guide the site’s look and feel• Applies those visual standards to the templates that will output the site’s content
  9. 9. Functional Implementation• Often happens concurrently with visual design & theming phase• Takes the knowledge gained in the UX, Architecture and Prototyping phases and works it into a more finalized version of the site• Can be the longest—or the shortest—part of the process
  10. 10. Testing and Launch• Moves the site from development to staging• Makes sure that everything is working correctly in the new environment• Makes last-minute updates to modules, content and other customizations
  11. 11. Project Wrap-up/Retrospective• Takes a look at what went well, what needed tweaking, and assesses the client/design team relationship• Creates documentation and understanding that will help make future projects easier• Identifies new areas for iteration, improvement or growth in the future
  12. 12. FACTORS TO BUDGETFORDiscovery and UX
  13. 13. User Research• Who are the site’s users? • Customers/potential customers • Content admins and editors• What are their goals at the site?• What is the context in which they’re visiting?• Who are the major stakeholders in the project?• What business goals do you need to achieve? • Increased signups? • Purchases? • Contact requests?
  14. 14. Content Strategy• How much content exists?• Is the content on brand/message?• Is there any new content that needs to be created?• What types of content? • Videos? • Image Galleries? • Articles?• Who creates content?• Does content have expiration dates or deadlines?• Is there an approval process for publishing?
  15. 15. Information Architecture• How is content organized?• What “basic pages” (i.e. marketing pages) exist?• What pages will involve listings of content (blog posts, news items, etc.)?• Are there specific tags, categories, or sections to consider?• What does each type of content look like? • Extra fields? • Images? • Video or audio? • File downloads?
  16. 16. Requirements Gathering• Who gathers stakeholder and user requirements?• How are requirements delivered to the development team? • Spreadsheet? • Project management software?• Who keeps the team on schedule?• How are deadlines structured?
  17. 17. FACTORS TO BUDGETFORDevelopment and Maintenance
  18. 18. Hosting and server configuration• Hosting • Which provider? • Shared hosting, private, cloud?• Server configuration • Integration with external APIs or software? • Integration with other tools (advanced search, CRM, etc.)?
  19. 19. Users, Roles and Permissions• Who has access to log in to the site?• What types of access are required? • Content editors • Site administrators • Site visitors/commenters• What information is collected in the user’s profile?• Should users be able to contact one another?
  20. 20. Content Entry, Migration & Display• Does legacy content need to be migrated into the new site?• Who will enter and manage new content?• How many database queries (Views), i.e. blog listing, news feed, etc. are required?
  21. 21. FACTORS TO BUDGETFORVisual Design and Theming
  22. 22. Visual Design• Do brand standards exist or do they need to be created?• Are there any special elements (callouts, advertisements, etc.) that need to be accounted for in the design?• Who will create the visual design?
  23. 23. Theming• Who will apply the look and feel to the site’s theme?• Are there any dynamic features that need to be created?• Does the design need to work on multiple devices in multiple contexts?
  24. 24. Responsive Design• In what contexts do users visit the site?• How do those contexts impact: • Content served? • Navigation? • Interactive features?
  25. 25. FACTORS TO BUDGETFORSite maintenance and content administration
  26. 26. Maintenance and Backup• Who maintains codebase?• How are upgrades handled?• How are backups handled?
  27. 27. Content administration• Who authors/updates content?• Who approves content?
  28. 28. QUESTIONS?

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