The Importance of Client Discovery
Transcript of The Importance of Client Discovery
![Page 1: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/1.jpg)
by Vanessa Turke & Jennifer Hols
The Importance of Client Discovery
![Page 2: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/2.jpg)
So, you've decided to build a website...
![Page 3: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/3.jpg)
Common pitfalls of Web development projects?
1. Undefined Requirements (SCOPE CREEP)3. Assumptions/Misunderstandings4. BUDGET!!!
![Page 4: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/4.jpg)
Web Project PITFALLSWhat pitfalls have YOU come across???
![Page 5: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/5.jpg)
Client: "Build ________, please. We want it fast, on time and on (or below) budget, please".
Dev Shop: "OK. We can do that." Client & Dev Shop: "Now what...?"
![Page 6: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/6.jpg)
Do you want a car, or a lawnmower?
![Page 7: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/7.jpg)
Working with Submitted Requirements:
1) Do initial review2) Gather information to provides context on users3) Create provisional user model4) Review requirements in detail & mark those with unclear user value5) Review marked requirements with team and investigate conflicts6) Prioritize any changes that will be recommended to be made
![Page 8: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/8.jpg)
Mind-reading in 10 easy steps:
![Page 9: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/9.jpg)
Maintaining Balance:
![Page 10: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/10.jpg)
Tell me a STORY.
![Page 11: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/11.jpg)
As a [user role], I want to [goal], so I can [reason].
![Page 12: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/12.jpg)
Making Up-Front Contracts
WHAT IS IT?• A UFC is a mechanism by which you and the client
(or anyone really) agree before a meeting, change order, additional work, etc. - EXACTLY what will be covered and how it will be executed.
THE RESULTS: • No mutual "mystification" • Make sure there is a clear understanding on both
sides, in writing....benefits both parties• REITERATE and RECONFIRM at every stage of the
project• Up-front contracts act as a detailed history for the
project, and minimize misunderstandings
![Page 13: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/13.jpg)
HAPPY HAPPY JOY JOY
If you've followed all these steps, then how do you define project success?
- Was the Discovery helpful?- DO A FORMAL FOLLOW-UP!- Happy Client- Happy Agency- Positive feedback from client and users - Repeat Business- Referrals
![Page 14: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/14.jpg)
THE MORNING AFTER
• Ongoing Support & Maintenance • Training• Consulting• Additional Phases
![Page 15: The Importance of Client Discovery](https://reader036.fdocuments.us/reader036/viewer/2022062707/5583a1b9d8b42a1f098b51f9/html5/thumbnails/15.jpg)
WASH, RINSE & REPEAT.