solving business problems for our clients, each step of the way
Post on 17-Oct-2014
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DESCRIPTION
This was a presentation that Happy Cog East made to PhillyCHI on Wednesday, September 23 2009. It was a series of 10 minute talks regarding each step of a project process at our boutique web design firm. http://www.happycog.com http://phillychi.acm.orgTRANSCRIPT
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welcome
Thursday, September 24, 2009
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introductions
IN WHICH WEAGREE UPON WHY WE ARE HERE
Thursday, September 24, 2009
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our founder: Jeffrey Zeldman
photo: Adrian Q | flickr: aquan
Thursday, September 24, 2009
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his book(s)
DESIGNING WITH WEB STANDARDS(1st, 2nd, & soon 3rd Editions, + a few others)
Thursday, September 24, 2009
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our website
Thursday, September 24, 2009
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our website
Thursday, September 24, 2009
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our website
Thursday, September 24, 2009
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our clients
AIGA Build-A-Bear
Daily KosGeorgetown University
Greater Philadelphia Tourism & Marketing
Corporation Krylon Paints
MozillaUnited States Holocaust Memorial Museume Today Show
omson Reuters W3CWordpress
Zappos
Thursday, September 24, 2009
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our website
Thursday, September 24, 2009
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our events
Thursday, September 24, 2009
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so what?
Thursday, September 24, 2009
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why us?
Thursday, September 24, 2009
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why us?
Mr. Cooksey asked us. We said yes.
Thursday, September 24, 2009
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why us?
Mr. Cooksey asked us. We said yes.
Why not us? Why not you?
Thursday, September 24, 2009
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why us?
Mr. Cooksey asked us. We said yes.
Why not us? Why not you?
Not a pitch, but a conversation.
Thursday, September 24, 2009
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Thursday, September 24, 2009
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Thursday, September 24, 2009
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Thursday, September 24, 2009
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Thursday, September 24, 2009
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sales
IN WHICH WEEXPLORE THE ETHICS OF SEDUCTION
& BETTER LIVING THROUGH CHEMISTRY
ROBERT
Thursday, September 24, 2009
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basic sales process
ROBERT
Thursday, September 24, 2009
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basic sales process
Project Planner
ROBERT
Thursday, September 24, 2009
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basic sales process
Project Planner
Dialogue & Follow Up
ROBERT
Thursday, September 24, 2009
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basic sales process
Project Planner
Dialogue & Follow Up
Closing the Deal
ROBERT
Thursday, September 24, 2009
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the project plannerROBERT
Thursday, September 24, 2009
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dialogue & follow up
It’s all about communication. And coordination.
ROBERT
Thursday, September 24, 2009
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closing the deal
A always
B be
C closing
Thursday, September 24, 2009
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our values
ROBERT
Thursday, September 24, 2009
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our values
No spec work: nothing is free.
ROBERT
Thursday, September 24, 2009
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our values
No spec work: nothing is free.
We pitch our people, principles, and process.
ROBERT
Thursday, September 24, 2009
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our values
No spec work: nothing is free.
We pitch our people, principles, and process.
Talk is cheap: share ideas freely.
ROBERT
Thursday, September 24, 2009
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our values
No spec work: nothing is free.
We pitch our people, principles, and process.
Talk is cheap: share ideas freely.
One to one (or small group) conversation is priceless.
ROBERT
Thursday, September 24, 2009
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our values
No spec work: nothing is free.
We pitch our people, principles, and process.
Talk is cheap: share ideas freely.
One to one (or small group) conversation is priceless.
ROBERT
Thursday, September 24, 2009
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client vendor chemistry
ROBERT
Thursday, September 24, 2009
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client vendor chemistry
Sometimes we say no (thank you).
ROBERT
Thursday, September 24, 2009
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client vendor chemistry
Sometimes we say no (thank you).
Not every project is right for us. And vice-versa.
ROBERT
Thursday, September 24, 2009
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client vendor chemistry
Sometimes we say no (thank you).
Not every project is right for us. And vice-versa.
ROBERT
Thursday, September 24, 2009
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Carlisle Wide Plank Flooring
“...we’ll treat ya to some magical wood.”- email from Client
Thursday, September 24, 2009
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Mozilla Foundation
ROBERT
Thursday, September 24, 2009
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Mozilla Foundation
We went big (in scope).
ROBERT
Thursday, September 24, 2009
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Mozilla Foundation
We went big (in scope).
ey came back and said smaller.
ROBERT
Thursday, September 24, 2009
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Mozilla Foundation
We went big (in scope).
ey came back and said smaller.
We went smaller.
ROBERT
Thursday, September 24, 2009
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Mozilla Foundation
We went big (in scope).
ey came back and said smaller.
We went smaller.
ey said, “yes” but “involve the community in the process.”
ROBERT
Thursday, September 24, 2009
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Thursday, September 24, 2009
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project management
IN WHICH WEDECIDE HOW WHO WILL DO WHAT WHEN
& WHY
DAVE
Thursday, September 24, 2009
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our pm philosophy
Adapt classic project management approaches to web projects
Waterfall can be agile
Add some personality to the mix!
DAVE
Thursday, September 24, 2009
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web project concepts
Open minds = successful projects
Dra timelines establish project timeframes
Manage milestones
“e Evolution Solution” - Focus on current phase + four weeks beyond
DAVE
Thursday, September 24, 2009
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on waterfall & agilePredictability versus flexibility
All you got to do is talk, talk
DAVE
Thursday, September 24, 2009
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on waterfall & agilePredictability versus flexibility
All you got to do is talk, talk
Google Search: “Waterfall”
DAVE
Google Search: “Agile”Thursday, September 24, 2009
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pm with personality
Build the expectation.
Become the consummate comedic professional.
“Hi Tina, Tom, Kim, John and all the ships at sea. We’re nautical by nature ya know! :)”
DAVE
Thursday, September 24, 2009
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Carlisle Wide Plank Flooring
Established Communication, Mutual Trust and Respect
Home made muffins, ohh so warm & tasty
Change to planned technical assessment deliverable
Altered project plan to meet Client needs
Invited Tech lead to participate in CMS integration
DAVE
Thursday, September 24, 2009
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Mozilla Foundation
Open design process with Mozilla Community
Utilized elements of Agile, Rapid Design and Waterfall to complete project tasks and maintain an “open” feel to the project
Evolution of requirements vs. revolution of scope
DAVE
Thursday, September 24, 2009
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project definition
IN WHICH WECHOOSE THE PROPER STARTING FOOT
& IN WHICH DIRECTION TO GO
KEVIN
Thursday, September 24, 2009
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0%
25.00%
50.00%
75.00%
100.00%
Potential Baggage
project definition
Thursday, September 24, 2009
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project definition: our goals
KEVIN
Thursday, September 24, 2009
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project definition: our goals
Identify the key players.
Explore the communications dynamic.
Immerse ourselves in the culture.
Define the project.
KEVIN
Thursday, September 24, 2009
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kickoff should establish...
KEVIN
Thursday, September 24, 2009
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kickoff should establish...
a high level of positive energy,
the appropriate conceptual depth,
a sense of humor,
& unanticipated delight at our approach.
KEVIN
Thursday, September 24, 2009
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stakeholder interviews
By moing stakeholder interviews prior to kickoff, you can spend less time on unknowns during the kickoff and work at a better conceptual depth.
KEVIN
Thursday, September 24, 2009
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priority card sorting game
An exercise that assesses information priorities for an organization and quantifies variations in priority between a client and a vendor, two departments in the same organization, two different types of users, or any two groups.
KEVIN
Thursday, September 24, 2009
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step 1
In advance, list all your topics on a set of index cards. Create a set for each participant. 15 topics is a good upper limit.
KEVIN
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step 1
In advance, list all your topics on a set of index cards. Create a set for each participant. 15 topics is a good upper limit.
Topic 1 Topic 2 Topic 3 Topic 4
Topic 5 Topic 6 Topic 7 Topic 8
KEVIN
Thursday, September 24, 2009
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step 2Arrange the group around the table so that a representative from each group is in an alternating seat. Ideally, no one should be sitting next to someone they work with.
KEVIN
Thursday, September 24, 2009
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step 2Arrange the group around the table so that a representative from each group is in an alternating seat. Ideally, no one should be sitting next to someone they work with.
KEVIN
Thursday, September 24, 2009
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Topic 7 Topic 8
Topic 4
step 3
Ask each participant to sort their cards from highest to lowest priority, with the highest priority on the top and lowest priority on the bottom.
Topic 1 Topic 2 Topic 3
Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
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Topic 7
Topic 8Topic 4
step 3
Ask each participant to sort their cards from highest to lowest priority, with the highest priority on the top and lowest priority on the bottom.
Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
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step 4
Each participant must remove their 3 lowest priority cards from the group, place a hash mark in the corner of the card, and pass them to the person on their le.
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
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step 4
Each participant must remove their 3 lowest priority cards from the group, place a hash mark in the corner of the card, and pass them to the person on their le.
Topic 7
Topic 8
Topic 4
Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
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step 4, variation
Prior to passing, allow each participant to “save” one card that can’t be lost, and to discard one card that is the least important. ese cards should then be designated as “save” or “remove,” and then set aside from play.
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6Topic 5
KEVIN
Thursday, September 24, 2009
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step 4, variation
Prior to passing, allow each participant to “save” one card that can’t be lost, and to discard one card that is the least important. ese cards should then be designated as “save” or “remove,” and then set aside from play.
Topic 7Topic 8Topic 4Topic 1Topic 2Topic 3Topic 6
Topic 5
SAVEREMOVE
KEVIN
Thursday, September 24, 2009
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step 5Repeat steps 3 and 4 up to 3 times, with each participant prioritizing with their new set of cards, designating the 3 lowest priority, marking them with new or additional hash marks, and passing them to the le.
KEVIN
Thursday, September 24, 2009
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step 5Repeat steps 3 and 4 up to 3 times, with each participant prioritizing with their new set of cards, designating the 3 lowest priority, marking them with new or additional hash marks, and passing them to the le.
KEVIN
Thursday, September 24, 2009
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step 6
Aer each participant puts the cards in order a final time, have them number the cards and place their initials on each card. At this point, each card should have a single set of initials, a number that represents the participant’s priority, and between 0 and 4 has marks.
Topic 5 Topic 6Topic 7 Topic 8
KEVIN
Thursday, September 24, 2009
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step 6
Aer each participant puts the cards in order a final time, have them number the cards and place their initials on each card. At this point, each card should have a single set of initials, a number that represents the participant’s priority, and between 0 and 4 has marks.
Topic 5 Topic 6Topic 7 Topic 8KH KH KH KH
1 2 3 4
KEVIN
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analysis
Analysis of the collected data assesses the priorities of the combined group and variations in priorities between the two represented groups.
KEVIN
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Topic Passes Average Client Avg. Happy Cog Avg. Variation
Abstracts of Research Projects 2 1.38 1.88 0.83 1.05
Blogs or Articles Written by Doctors 3 1.46 1.86 1.33 0.53
Blogs or Newsletters Written by Clients 4 1 0.71 1.33 -0.62
Blogs or Newsletters Written by Leadership 8 0.54 0 1.33 -1.33
Corporate Volunteer Tracking Capabilities 15 0.23 0.42 0 0.42
Discussion Areas for Parents/Caregivers 5 0.77 0.14 1.5 -1.36
Donate to a Specific Program 8 1.31 1 1.67 -0.67
General Information About Low Vision 0 6.08 5.57 6.67 -1.1
Guidelines for Accessibility on the Web 6 0.07 0.14 0 0.14
How to Find Help Near You 1 5.23 5.42 5 0.42
Integrated Events Calendar 12 1 0.14 2 -1.86
Reviews of New Assistive Technology 2 3.38 4.71 1.83 2.88
Services Organized by Visual Condition 2 6 3.57 8.83 -5.26
Sign Up to be a Volunteer 0 1.53 1.28 1.83 -0.55
Vision Loss Simulations 0 2.31 3 0.33 2.67
Volunteer for a Specific Program 1 0.46 0 1 -1
Out of 10, n=13 Out of 10, n = 7 Out of 10, n = 6
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other kickoff activities
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other kickoff activities
Ice Destroyers
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other kickoff activities
Ice Destroyers
Prototyping exercise (Zaki Warfel)
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other kickoff activities
Ice Destroyers
Prototyping exercise (Zaki Warfel)
UX Health Check (Labate & Govella)
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other kickoff activities
Ice Destroyers
Prototyping exercise (Zaki Warfel)
UX Health Check (Labate & Govella)
Ask “What Have We Done at Sucks?”
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other kickoff activities
Ice Destroyers
Prototyping exercise (Zaki Warfel)
UX Health Check (Labate & Govella)
Ask “What Have We Done at Sucks?”
Establish a social relationship
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design
IN WHICH WEMAKE THE PRETTY SMARTER
& MAKE THE SMARTER PRETTIER
CHRIS
Thursday, September 24, 2009
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So, what’s wrong with the “IA to Design” waterfall process?
CHRIS
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CHRISDiscoery
IA
Design • Initial visual design
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benefits
Everyone is informed
Client understand functionality
Frees up teammates
CHRIS
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drawbacks
Heavy burdern
Design = “Skinning”
Where’s the collaboration?
Clients find IA documentation scary & confusing
CHRIS
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visual concepting
3 - 5 “uick Hit” visual designs
Solve specific problems
Cross-team effort
CHRIS
(Initial design concepts)
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visual concepting
Share responsibility
Explore unique solutions
Provide a target
Cra a shared vision
CHRIS
(Initial design concepts)
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Task: Redesigning Carlisle’s wideplankflooring.com capitalizing on the unique Carlisle story & selling process
CHRIS
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Task: Redesigning the Mozilla website while keeping the content & structure intact
CHRIS
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So what does this process (basically) look like, then?
CHRIS
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• Brainstorming• Collaboration• Initial visual design
Discoery
IA
Design
CHRIS
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development
IN WHICH WEPUT OUR $ WHERE OUR ) IS
MARKJENN
Thursday, September 24, 2009
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hello!
Mark Huot Lead Developer and avid Red Sox Fan, Boo!
Jenn Lukas Lead Developer and avid Phillies Fan, Woo!
MARKJENN
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Thursday, September 24, 2009
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(confused development cat)
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IA Design Development
IA
Design
Development
Waterfall
Improved Waterfall
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(getting answers)(confused cat)
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(inventory file)
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(screen shot of login form)
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(screen shot of inventory with just
“login” page showing)
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(screen shot of login form)
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(screen shot of login form with forgot password link)
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(screen shot of inventory with just “login” page showing AND forgot
your password)
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(screen shot of login form with forgot password link)
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(screen shot of the reset your password
email form)
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email is entered wrong=
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(error page on forgot your password)
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(screen shot of password has been successfully reset page)
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(screen shot of inventory with just “login” page showing AND forgot your password AND reset form AND reset
confirmation)
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(screen shot of login page)
markhot
••••••••
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(screen shot of login page with an error)
markhot
••••••••
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(screen shot of inventory with just “login” page showing AND forgot your password AND reset form AND reset confirmation
AND error page)
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(screen shot of login page)
markhuot
••••••••
Thursday, September 24, 2009
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(screen shot of success login page)
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(screen shot of inventory with full login
items)
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Poppycock!
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(screen shot/movie of ajax login form—apple.com rip off,
web2.0 rip)
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“Uhh ohh” pages
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404 Pages
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(example 1 of forgotten pages with bland developer speak)
Thursday, September 24, 2009
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No Search Results
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(separate screen shot of no search results)
Thursday, September 24, 2009
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(screen shot of full inventory file)
Thursday, September 24, 2009
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Thursday, September 24, 2009
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the BIG IDEA
IN WHICH WEASSEMBLE,
& TAKE THE FORM OF A BUCKET OF WATER
Thursday, September 24, 2009
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the BIG IDEA
Thursday, September 24, 2009
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We choose and treat our clients like we choose and treat our friends.
the BIG IDEA
Thursday, September 24, 2009
![Page 165: Solving Business Problems for Our Clients, Each Step of the Way](https://reader031.vdocuments.net/reader031/viewer/2022020122/54411d05b1af9ff34b8b4631/html5/thumbnails/165.jpg)
We choose and treat our clients like we choose and treat our friends.
We (attempt to) manage our projects with flexibility.
the BIG IDEA
Thursday, September 24, 2009
![Page 166: Solving Business Problems for Our Clients, Each Step of the Way](https://reader031.vdocuments.net/reader031/viewer/2022020122/54411d05b1af9ff34b8b4631/html5/thumbnails/166.jpg)
We choose and treat our clients like we choose and treat our friends.
We (attempt to) manage our projects with flexibility.
We start our projects with engagement, depth, & energy.
the BIG IDEA
Thursday, September 24, 2009
![Page 167: Solving Business Problems for Our Clients, Each Step of the Way](https://reader031.vdocuments.net/reader031/viewer/2022020122/54411d05b1af9ff34b8b4631/html5/thumbnails/167.jpg)
We choose and treat our clients like we choose and treat our friends.
We (attempt to) manage our projects with flexibility.
We start our projects with engagement, depth, & energy.
We sometimes lead with collaborative visual thinking.
the BIG IDEA
Thursday, September 24, 2009
![Page 168: Solving Business Problems for Our Clients, Each Step of the Way](https://reader031.vdocuments.net/reader031/viewer/2022020122/54411d05b1af9ff34b8b4631/html5/thumbnails/168.jpg)
We choose and treat our clients like we choose and treat our friends.
We (attempt to) manage our projects with flexibility.
We start our projects with engagement, depth, & energy.
We sometimes lead with collaborative visual thinking.
We insure our ideas are fully considered and developed to provide a consistent experience.
the BIG IDEA
Thursday, September 24, 2009
![Page 169: Solving Business Problems for Our Clients, Each Step of the Way](https://reader031.vdocuments.net/reader031/viewer/2022020122/54411d05b1af9ff34b8b4631/html5/thumbnails/169.jpg)
thank you
uestions & comments?
happycog.com
@iamjolly@dtderu@kevinmhoffman@ccashdollar@jennlukas@markhuot
Thursday, September 24, 2009