building your own catalog “live long and prosper”

Building your own catalog “Live long and prosper”

3

About me

Employed with Kinetic Data ~2 years

Level 29 Code Wizard

15+ years programming experience

Love Kinetic Data

4

Agenda

About this presentation

About ERM Catalogs

Take Inventory

Gather Requirements

Scope the requirements

Plan for the future

Questions

5

About this presentation

Help understand ‘catalogs’

Steps to help deploy catalog project

Steps to help the future of the catalog

6

ERM Catalog overview

Central website for submitting requests

Website for showing status of requests

Any kind of business request

www.erm.info

7

ERM Catalog overview

http://www.youtube.com/watch?v=2CsmEg_n2nE?rel=0

8

Taking Inventory

Overview

Reasons to take inventory

How to take inventory

9

Taking Inventory

Reasons to take inventory

Ensures you don’t go backwards

Helps you move forward

Helps frame requirements gathering

10

Taking Inventory

How to take inventory

Browse what you already have

Recording various webpages

Noting what you don’t have

Note commonality

11

Requirements Gathering

Overview

Reasons to gather requirements

Common requirement ‘categories’

Make the list – need it, want it, got it.

12

Requirements Gathering

Reasons to gather requirements

Makes sure you don’t miss something (Inventory!)

Helps ensure you deliver is what is wanted

Helps generate templates for efficient development

Helps with scoping later on

13

Requirements Gathering

Common requirement ‘categories’

Branding

UI

Identity, Authentication, Authorization

Service items / Request forms

Post-submission workflow

14

Requirements Gathering

Common requirement category: Branding

Guideline probably already exists Look for fonts, colors, spacing, logos Examples of branding guides:

http://www.udel.edu/cpa/pdfs/brand-style-guide.pdf http://walmartlabs.github.io/web-style-guide/ https://design.ubuntu.com/web-style-guide

15

Requirements Gathering

Common requirement category: UI

Guideline probably already exists (Technical)

HTML / CSS standards

Pages needed? Catalog Search request forms Search submissions My Requests / Approvals Site Feedback

16

Requirements Gathering

Common requirement category : Identity

Things about you Phone Email Physical Address Title Direct report / Direct reports

Central source

Contingency plans

17

Requirements Gathering

Common requirement category : Authentication

Simply getting into the website

Pass / Fail

Username / password source

Single sign on

18

Requirements Gathering

Common requirement category : Authorization

Granular rules

For access inside of the catalog

Examples

If user’s country is United States If user is a VIP If user is a manager

19

Requirements Gathering

Common requirement category: Service Items

Requested For, Requested By

People data Auto-populate? Display? Editable?

Common questions?(Region, Department)

20

Requirements Gathering

Common requirement category: Post-submission activity

Approvals Group or individuals Concurrent vs. chained

People data retrieve

Work order generation

SLA timers

Email templates

21

Requirements Gathering

Make the list

Need it Financial issues if it isn’t done Increases efficiency

Want it It would look cool

Got it Helps you take a breather

22

Scoping

Overview

Reasons for scoping

How to scope Prioritize Make waves –Weee!!!

Scope creep – Booo!!!

23

Scoping

Reasons for scoping

Helps determine workload

Helps determine when to deliver

Helps you deliver on your promises

24

Scoping

How to scope: Prioritize

Simple 1-5 scale Want its get 1-2. Need its get 3-5.

Assign to categorizes

Assign to specifics

Helps plan waves

25

Scoping

How to scope: Make waves – Weee!!!

Different kind of waves Waves in the middle of the ocean Waves at the shore People like waves they can see & feel Many, non-stop, all small, waves Amazon Echo

26

Scoping

Scope creep

What it is

Why it happens. People don’t believe in ‘tomorrow’ We think we can’t say no

Why its bad

How to prevent it

27

Scoping

Scope creep: What it is

Add-ons after scope

Keeps us up late at night

Big or small, they can make you suffer

They delay due dates

Clichés

28

Scoping

Scope creep: Why it happens

People don’t believe in ‘tomorrow’

We don’t like to say no

We think we can’t say no

29

Scoping

Scope creep: How to prevent it

Step One: STOP IT

30

Scoping

Scope creep: How to prevent it

Stop listening to TLC

Bargain, trade, compromise Front end vs. rebuild?

“Maybe tomorrow” But really mean it Don’t be Wimpy

Give visibility to “tomorrow” http://agilepm.com/managing-scope-creep-in-agile-projects

31

Planning for the future

Groups vs. Individuals

Create ownership (design & development) Portal Catalog Service Items

Try to delegate service item design & development

Establish a steering community & committee

32

Steering Community

33

Questions?