Lifecycle of a Drupal Project

Post on 26-May-2015

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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