Post on 02-Jul-2015
description
THE GOLDILOCKS APPROACHFINDING THE RIGHT PROJECT AND THE RIGHT TEAM AT THE RIGHT SIZE
EDWINA LUI INFORMATION ARCHITECT
KAPLAN PUBLISHING
THIS IS KAPLAN.
Kaplan, Inc.
KHEC KU KPE
Kaplan Higher Ed
KUK
KI
Grad Health Pre-College Bar
Kaplan Test Prep
Kaplan Publishing
And this is KPUB.
“TRADITIONAL” PRINT & LMS WORKFLOW
LAN
Content Creation (Word)
Editing (Word/
InDesign)
Typesetting (InDesign)
Digital Publication
(EPUB)
Print Publication
Google Docs
TemplateLMS Authoring Tool
LMS Student Homepage
Legacy Content
(InDesign)
ADAPTING TO CHANGE
• physical classrooms to online courses
• printed materials to print-and-digital bundles
• comprehensive courses to customizable, mix-and-match offerings
• paper-and-pencil to ubiquitous mobile devices
TOO BIG: THE ECMS + UCM
ECMS + UCM: THE GOAL
+ =
CCMS
DAM
+ UCM
Current Content Model
KHE KTP
KPUB
Content
PHASE I
1. sunrise CCMS, DAM, and authoring tools
2. develop UCM v1.0
3. research (confirm assumptions about) • current systems • current models • legacy content volumes
4. research workflow requirements
PHASE II
1. ingest legacy content
2. update UCM v1.0+
3. develop publishing pipelines
4. train users on new workflow(s)
ECMS: THE PLAN
“Power User” Authoring
Tool
“Daily User” Authoring
Tool
CCMS
DAM
Pub. Pipe-lines InDD, PDF,
EPUB, etc.
LMSLMS
LAN
LMS
Legacy Content
LMS Au. Tool
Student Home-page
LMS
LMS Au. Tool
Student Home-page
LMS
LMS Au. Tool
Student Home-page
LMS
ECMS: END OF PHASE I
LMS Au. Tool
Student Home-page
LMS
LMS Au. Tool
Student Home-page
LMSLMSLMSLMSLMS
LMS Au. Tool
Student Home-page
LMS
LMS Au. Tool
Student Home-page
LMS
“Power User” Authoring
Tool
“Daily User” Authoring
Tool
CCMS
DAM
Pub. Pipe-lines
LMS Au. Tool
Student Home-page
LMS
InDD, PDF, EPUB, etc.LAN
LMS
Legacy Content
Phase I 90% completed (except for deployment of fully integrated “daily user” authoring tool)
Phase II scaled back to a single business unit only
ECMS + UCM: OUTCOME
PROJECT FOCUS
1.
2.
UCM: FROM PROPOSAL TO V1.0
became
KPUB Model
KTP Model
KHE Model
KPUB Model KTP Model
KHE Model
New Stuff
SURVEYING THE CURRENT LANDSCAPE
breadth depth
A CLEAR BUSINESS NEED
Q: Do you have a business need to facilitate easier sharing of content with other Kaplan business units?
KINC: Yes!
KTP: No.
KHE: No.
KPUB: Maybe?
ECMS + UCM: TOP-DOWN CHANGE
KINC
KUKHEC
KHE
KPUB
KTP
BarPCGrad Health
TEAM MAKEUP
PRIORITY LEVELS
1. differing levels of expertise by participants
2. unclear participant roles: consultation vs. active development
3. lack of empowerment within respective BUs
4. inability to accurately anticipate impact of next phase
(DON’T) BOIL THE OCEAN
TOO SMALL: INTERACTIVE IBOOKS
INTERACTIVE IBOOKS: THE GOAL
brainstorm
design develop
release
Legacy Content
User Feedback
INTERACTIVE IBOOKS: THE PLAN
LAN
Content Creation (Word)
Editing (Word/
InDesign)
Typesetting (iBooks Author)
Widget Dev
(Javascript)Print
Publication (PDF)
Digital Publication
(iBooks)
Typesetting (InDesign)
Content Conversion
(DITA)
Digital Publication
(EPUB)
PROJECT FOCUS
INTERACTIVE IBOOKS: ISOLATING CHANGE
KINC
KUKHEC
KHE
KPUB
KTP
BarPCGrad Health
3 interactive iBook products brought to market
5 additional titles 80% developed, but not released
Project discontinued
INTERACTIVE IBOOKS: OUTCOME
A CLEAR BUSINESS NEED
Q: Do you have a business need to develop interactive eBooks?
KPUB: Yes!
KTP: No.
A CLEAR BUSINESS NEED
Content Creation (Word)
Editing (Word/
InDesign)
Typesetting (InDesign)
Content Conversion
(DITA)
Typesetting (iBooks Author)
Widget Dev
(Javascript)Digital
Publication (EPUB)
Print Publication
(PDF)
Digital Publication
(iBooks)
DISCOVERING PAIN POINTS
Terje Rakke, “Female Hurdler Bislet Stadium, Norway”
TEAM MAKEUP
=
Deborah Parkin, “isolation”
TEAM MAKEUP
=
TEAM MAKEUP
=
TEAM MAKEUP
=
JUST RIGHT (?): HTML AUTHORING
HTML AUTHORING: THE GOAL
HTML Authoring Tool
Legacy Content
Newly Authored Content
PDFsXMLeBooks
HTMLPrint Books
HTML AUTHORING: THE PLAN
LAN
HTML Authoring Tool
Content Creation
Content Editing
EPUB Creation
InDD Typesetting
Print Publication
LMS Au. Tool
LMS Student Homepage
LAN
LMS
Legacy Content
PROJECT FOCUS
+
ADDRESSING REAL PAIN POINTS
v1v2
v3
WYSIWYG
TEAM MAKE-UP
TEAM MAKE-UP
PROS & CONS OF ADOPTING AN EVOLVING TOOL
– users may expect a defined end, or have higher expectations sooner
– frustration with an “unfinished” tool or workflow
+ issues uncovered early in the tool’s evolution can be addressed iteratively
+ users feel empowered to guide pace and direction of change
HTML AUTHORING: TURNING USERS INTO CHANGE AGENTS
KINC
KUKHEC
KHE
KPUB
KTP
BarPCGrad Health
REGULAR COMMUNICATION WITH USERS & STAKEHOLDERS
daily office hours
weekly remote & in-person stand-ups
monthly demos
quarterly stakeholder updates
ongoing chats & documentationUser Guide
6-month pilot completed with 40 titles’ worth of content ingested to the platform
30+ users trained
3 major output formats tested and proven
Shortened timeline for digital-only product
Platform licensed for 3 years with additional content teams being on-boarded each quarter
HTML AUTHORING: OUTCOME
WHAT DID WE LEARN?
Do Don’tAlign project goals to actual business
needsBuild towards an aspirational
requirement only
Conduct regular and targeted two-way communications with all stakeholders
Deliver information and updates as a coda
Put users first! Design around a technology, no matter how cool it might be
Continually address user pain points, no matter how trivial
Place all newly-raised issues in a parking lot to avoid changes in scope
Promote change agents from within groups of end users
Manage change from above
Have internal users roll up their sleeves and get hands-on sooner
Outsource development and support tasks to avoid disrupting internal
resourcesresources