Creating Sustainable Website Processes
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Transcript of Creating Sustainable Website Processes
CREATING SUSTAINABLE WEBSITE PROCESSES
DPM Summit 2016Natalie Semczuk@talkanatalka#dpmsummit2016
Hello
SUSTAINABLE WEBSITE PROCESSES
SUSTAINABLE WEBSITE PROCESSES
• Considers the content manager• Makes scaling the site easier• Helps your team provide support• Provides a better foundation for post-
launch site maintenance, growth and usage
SO, WHY DO WE NEED TO CARE?
POST-LAUNCH IS IMPORTANT
FOR YOUR CLIENT, THE SITE ONLY BEGINS TO EXIST AFTER LAUNCH
WEBSITES EVOLVE
Website changes and maintenance are inevitable. Why not make it as easy, consistent, and valuable as you can for both yourself and your clients?
LET’S TALK ABOUT CLIENTS
WHO ARE YOUR CLIENTS?
Activity
GENERALLY: OUR CLIENTS HAVE VERY DIFFERENT BACKGROUNDS
HOW DO OUR CLIENTS UPDATE THEIR SITES?
THESE VARIATIONS LEAD TO MANY DIFFERENCES IN SITE MANAGEMENT
SITE MANAGEMENT DIRECTLY IMPACTS USER EXPERIENCE
HOW?
HOW?(We’re getting to that)
BUT FIRST:
CONTENT DEBT
SUZANNE CHAPMANcsffct.co/uslib
“…Organizations with large websites have a growing problem with…“content debt.” And
like with “deferred maintenance” of buildings (the practice of postponing repairs to save costs), allowing too much…content
debt will result in costing you much more in the long run.”
SUZANNE CHAPMANcsffct.co/uslib
“…Organizations with large websites have a growing problem with…“content debt.” And
like with “deferred maintenance” of buildings (the practice of postponing repairs to save costs), allowing too much…content
debt will result in costing you much more in the long run.”
SUZANNE CHAPMANcsffct.co/uslib
“…Organizations with large websites have a growing problem with…“content debt.” And
like with “deferred maintenance” of buildings (the practice of postponing repairs to save costs), allowing too much…content
debt will result in costing you much more in the long run.”
MELODY KRAMERcsffct.co/18fcdb
“Buildup of content debt may not be as apparent as technical debt, because it’s
unlikely to initially cause software to break. Still, it could easily result in confusion…a greater need for customer support, slower
progress, the need for more meetings, more external and internal complaints, and wasted
time getting people on-boarded…”
MELODY KRAMERcsffct.co/18fcdb
“Buildup of content debt may not be as apparent as technical debt, because it’s
unlikely to initially cause software to break. Still, it could easily result in confusion…a greater need for customer support, slower
progress, the need for more meetings, more external and internal complaints, and wasted
time getting people on-boarded…”
MELODY KRAMERcsffct.co/18fcdb
“Buildup of content debt may not be as apparent as technical debt, because it’s
unlikely to initially cause software to break. Still, it could easily result in confusion…a greater need for customer support, slower
progress, the need for more meetings, more external and internal complaints, and wasted
time getting people on-boarded…”
GREAT PROCESSES PREVENT CONTENT DEBT
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT CAN TAKE THE FORM OF:
Outdated content
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT CAN TAKE THE FORM OF:
Outdated contentDifficult to find content
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT CAN TAKE THE FORM OF:
Outdated contentDifficult to find contentBloated upload directories
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT CAN TAKE THE FORM OF:
Outdated contentDifficult to find contentBloated upload directoriesBroken links
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT CAN TAKE THE FORM OF:
Outdated contentDifficult to find contentBloated upload directoriesBroken linksContent styling & display errors
CONTENT DEBT CAN TAKE THE FORM OF:
CONTENT DEBT IS PREVENTABLE
CONTENT DEBT STARTS WITH US
CONTENT DEBT STARTS WITH US
(Our teams, our work, our projects)
LET’S DO AWAY WITH:
Hard-coded content
LET’S DO AWAY WITH:
LET’S DO AWAY WITH:
Hard-coded contentPoorly defined formatting options
LET’S DO AWAY WITH:
LET’S DO AWAY WITH:
Hard-coded contentPoorly defined formatting options Intensive image requirements
LET’S DO AWAY WITH:
LET’S DO AWAY WITH:
Hard-coded contentPoorly defined formatting options Intensive image requirementsLack of documentation
LET’S DO AWAY WITH:
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
Outdated content
Difficult to find content
Bloated upload directories
Broken links
Content styling & display errors
HARD-CODED CONTENT
POORLY DEFINED FORMATTING OPTIONS
INTENSIVE IMAGE REQUIREMENTS
LACK OF DOCUMENTATION
= FRUSTRATION
GIVING OUR CLIENTS THE TOOLS TO MANAGE THEIR SITES MAKES FOR BETTER USER EXPERIENCE
WE CAN REVERSE ENGINEER OUR PROCESSES TO INCLUDE EDUCATION + EXPECTATIONS
LET’S TALK PROCESS!
DISCOVERY, RESEARCH, AND PLANNING
WHO MANAGES THE CONTENT?
Activity
GOAL: IDENTIFY YOUR CLIENT’S CONTENT MANAGEMENT WORKFLOW
Who manages the content?
GOAL: IDENTIFY YOUR CLIENT’S CONTENT MANAGEMENT WORKFLOW
Who manages the content?
Tools: 1. Questions & the 5 Whys2. Content Workflow and Responsibilities map
CREATE A POOL OF QUESTIONS YOU MIGHT ASK YOUR CLIENT ABOUT CONTENT MANAGEMENT
Activity
CREATE A POOL OF QUESTIONS YOU MIGHT ASK YOUR CLIENT ABOUT CONTENT MANAGEMENT
Activity
Hint: Use “the 5 whys” to dig into the root of your questions.
DISCUSS:What questions did everyone come up with?What sort of questions did you end up needing to break down?Did these lead to further questions?What is a common unclear area that might be resolved with questions?
SORT YOUR QUESTIONS INTO A CHRONOLOGICAL CHART: WHERE IN THE CONTENT PROCESS DO THESE QUESTIONS FIT?
Activity
SORT YOUR QUESTIONS INTO A CHRONOLOGICAL CHART: WHERE IN THE CONTENT PROCESS DO THESE QUESTIONS FIT?
Activity
1. Needs discovered2. Creation3. Approval4. Publication
DISCUSS:Where you able to see these distinct stages of content creation in your questions? Did you identify gaps in your questions?
WE CAN USE THESE TECHNIQUES TO CREATE A CONTENT WORKFLOW & RESPONSIBILITIES MAP
SOME CAN BE EXTREMELY SIMPLE:
OR IT COULD BE MUCH MORE COMPLEX:
csffct.co/RGfGOu
OVERALL GOALS:
• Educate ourselves and our clients about their content management workflow
• Get clients thinking about their own process
• Manage expectations from the start • Provide value prior to final launched
product
DESIGN PHASE
DESIGNERS THINK IN PATTERNS TO CREATE MODULAR SYSTEMS
DESIGNERS THINK IN PATTERNS TO CREATE MODULAR SYSTEMS
Style guides Pattern librariesFront-end frameworksAtomic design
DESIGNERS THINK IN PATTERNS TO CREATE MODULAR SYSTEMS
DESIGNERS THINK IN PATTERNS TO CREATE MODULAR SYSTEMS
csffct.co/iaYqPP
DESIGNERS THINK IN PATTERNS TO CREATE MODULAR SYSTEMS
WE CAN THINK OF DESIGN + CONTENT AS PATTERNS AS WELL
RECOGNIZE CONTENT BLOCKS THAT ARE USED IN THE SAME WAY WHEN WE REVIEW DESIGN
BY THINKING IN CONTENT PATTERNS, WE CAN CONNECT FRONT-END USABILITY WITH BACK-END SUSTAINABILITY
HOW DO WE IDENTIFY THESE PATTERNS?
Discussion/Activity
HOW DO WE IDENTIFY THESE PATTERNS?
Discussion/Activity
(and what do they look like?)
INVISION APP MARKETING SITE
INVISION APP MARKETING SITE
FEATURE PAGES
PATTERNS START TO EMERGE ACROSS PAGES
WHAT CAN WE INFER FROM THESE SIMILARITIES?
WE CAN UNDERSTAND HOW THIS MIGHT BE CODED MODULARLY
WE CAN ALSO SEE WHERE CONTENT IS USED CONSISTENTLY IN THE SAME MANNER
HOMEPAGE
ENTERPRISE PAGE
TAKE THESE PATTERNS AND MAP THEM
LET’S TRY ONE TOGETHER
Discussion/Activity
(quickly)
SO, WHAT ARE WE ACTUALLY DOING HERE WITH THIS?
DEVELOPMENT PROCESS
BY IDENTIFYING THOSE CONTENT PATTERNS IN THE DESIGN, WE:
Define content with existing design and front-end patterns
BY IDENTIFYING THOSE CONTENT PATTERNS IN THE DESIGN, WE:
Define content with existing design and front-end patternsFlag content that does not fit well within patterns
BY IDENTIFYING THOSE CONTENT PATTERNS IN THE DESIGN, WE:
Define content with existing design and front-end patternsFlag content that does not fit well within patternsIdentify content that will be used and updated similarly
BY IDENTIFYING THOSE CONTENT PATTERNS IN THE DESIGN, WE:
Define content with existing design and front-end patternsFlag content that does not fit well within patternsIdentify content that will be used and updated similarlyCreate specs for content field and entry types
BY IDENTIFYING THOSE CONTENT PATTERNS IN THE DESIGN, WE:
Define content with existing design and front-end patternsFlag content that does not fit well within patternsIdentify content that will be used and updated similarlyCreate specs for content field and entry types
IDENTIFYING COMMONLY-USED DESIGN + CONTENT BLOCKS HELPS INFORM MODULAR DEVELOPMENT OF CONTENT BLOCKS
CONTENT WORKFLOW MAPS + PATTERNS
Helps prioritize development needs
THIS HELPS CREATE LESS MAINTENANCE OVERHEAD FOR OUR CLIENTS
WHICH ENSURES A MORE USABLE SITE POST-LAUNCH
PROCESSES NEED FEEDBACK LOOPS
Planning —> Research —> Design —> Development —> Launch —> Maintenance
Planning —> Research —> Design —> Development —> Launch —> Maintenance
Planning —> Research —> Design —> Development —> Launch —> Maintenance
A CASE STUDY
A LARGE PRODUCT STARTUP NEEDED A MARKETING SITE FOR CLOUD-BASED PRODUCT OFFERINGS
SITE CONSIDERATIONS AND DISCOVERIES:
• Uses Craft CMS • Has strong, clear company branding
guidelines• Creates many one-off marketing
landing pages• Uses CTA, product marketing, and
resource messaging repeatedly throughout the site
• Has a content-heavy site, but with new content offerings and a growing marketing plan
• Relies on a small team & tight deadlines to administer the site
WHAT WE STARTED WITH:
WHAT WE STARTED WITH:
• Individual pages with specialized fields and elements
WHAT WE STARTED WITH:
• Individual pages with specialized fields and elements
• Elements defined per page or channel
INITIAL IMPRESSIONS
BUT WE REIMAGINED THIS ALL
WE BEGAN CONCEPTUALIZING CONTENT AS A SERIES OF REPEATABLE, FLEXIBLE BLOCKS
THIS WAS AN ONGOING, AGILE-LIKE PROCESS
WHY THIS WORKED
THE RESULT
SITE IS FLEXIBLE, CUSTOMIZABLE TO ALMOST ALL CONTENT MANAGEMENT NEEDS
CMS IS BEING EXTENDED WITH ADVANCED DEVELOPMENT TO FURTHER CONTROL CONTENT MANAGEMENT EXPERIENCE AND ORGANIZATION OF CONTENT
CONTENT MANAGER IS ABLE TO GROW PAGES AND CONTENT WITH COMPANY’S NEEDS
CONTENT MANAGER CAN SUPPORT MANY NEW MARKETING INITIATIVES
THE SITE IS NOW SCALABLE FOR ALL OF THE COMPANY’S NEEDS IN THE FORESEEABLE FUTURE
THIS MEANS THE CONTENT MANAGER IS HAPPY, THE CONTENT MANAGER’S COMPANY IS HAPPY, AND THE WEB DEVELOPMENT TEAM IS HAPPY
EVERYONE WINS!