1. design that works for people
Case: the EYD website
WIAD Brussels, 20 February 2015
05/02/2013
2. The request
Design and build the yearly theme site for the Commission:
European Year for Development 2015
DG Devco (Europeaid)
2015: end of Millenium Development Goals (UN)
Collaborative platform – list of partners
Launch in 5 months
2
3. Basic concept
Main site hook: telling stories!
Story (of the week), by DG Devco
Stories by partners
Secondary driver: events linked to EYD
3
5. Approach
5
End of June Sept.1 Early Oct. Jan.1 March
Framing
Classification
Concept.
Design
Visual
Design
Phase 1 (IA track - Namahn)
Contractual
Negotiations
Build site in 6 agile sprints
Official launch
europa.eu/eyd2015
Follow up/
extra features
Phase 2 (Build track - Amplexor)
6. Phase 1: information architecture track
Rush start a week for the summer holiday – a few weeks to do:
Framing workshop & user research (interviews)
Classification workshops, conceptual design and first wireframes
Detailed design & prototype
Wireframes & visual design
HTML prototype (front-end code)
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Sketchnote by Peter Decuyper (Amplexor)
16. Conclusions phase 1
Provided a firm basis – a solid concept to start from for the
developers
In summer, you can easily lose momentum
Not all decisions are taken yet => scope negotiations
Involvement Amplexor: observe during workshops, build a Proof of
Concept, check feasibility of ideas, ...
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17. Phase 2: development track with agile approach
Amplexor in the lead
Input Namahn from Phase 1: wireframes, content
model & classification, HTML prototype
Further refining PBS
Agile set-up
Product backlog
6 sprints
3 releases
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18. Backlog and sprints
Backlog: Everything that needs to be developed or done
Stories (e.g. Event overview)
Tasks (non-functional, e.g. setup DEV environment)
Divided up into sprints (increments) and releases
Plan board in Jira Agile
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21. Releases
Release is a version for production
Consist of several sprints
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Release 1 (Content entry)
Release 2 (Go-live)
Release 3 (Extra’s)
22. Namahn’s role?
One sprint ahead... (better even two?)
Preparatory tasks for a sprint:
Finish the functional discussions
Validate wireframes
Finalise front-end code by the start of a sprint
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23. Html prototype
Role of front-end coder,
Jan Cornelissen (part of
Namahn team)
Start from Drupal Html for
some pages
(e.g. faceted search)
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30. Technical challenges
IE9 with intranet security settings
Server hosting (no direct access - maintained by DIGIT)
Multilingual setup for 23 languages
IPG...
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31. IPG (information providers guide)
English only URL’s
Use of third-party tools and services
No Google Maps
No Facebook Comments
EU tools for Twitter, Social sharing
Web Accessibility
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Welcome, my name is Koen Peters, I’m from Namahn, and my co-presentor is Maarten Seghers, from Amplexor.
We worked together on this EYD project, me as information architect and Maarten as technical lead, and we though it a good idea to share with you how we worked together on this project.
Request: design and build the yearly theme site for the Commission
Every year the EC choses a theme to focus on. In 2015 the theme was Development.
Reason: 2015 is the last year to reach the Millenium Development Goals, set by the UN in 2000.
DG Devco asked us to design and build this site.
It is not just the usual promotional one-way communication website (as most other europa.eu websites, but they wanted to turn it into a collaborative platform.
Partners: member states, but also NGO’s inside the member states.
Challenge: site should be ready in 5 months (to allow content entry)
"It is the end of the Millennium Development Goals, and a whole set of new, universal goals will be negotiated in the United Nations. For that reason the European Union decided to (follow your suggestion and) have the first ever European year dedicated to international cooperation and development," said Fernando Frutuoso de Melo, Director General of DEVCO
Main site hook: telling stories from the field, told from the point of view of real people that have benefited from development efforts of the EU. Testimonials that make development efforts come to life.
Both stories by the EC itself, but also from partners.
This sketch was drawn by the project sponsor and shows in essence what you can do on the site and how you can go about
Why present this case - for several reasons:
The cooperation went well - The contractor’s team quite a challenge
We at Namahn sometimes struggle with the fact that we are design company, that does not develop websites, like Amplexor does. Where are the boundaries of what a design company can do, and how can design fit in a development process.
Finally, it was a fun project to do: interesting subject matter, a site with large visibility
Client’s team: DG Devco, DG Echo, EEAS, DIGIT, DG COMM (IPG)
Here you get an overview of how we have worked together
I will talk about the first phase, in which Namahn took the lead.
Then maarten will talk about the build phase
We will end this presentation with challenges we encountered, and lessons learned
We started off with a full day framing workshop in which we tried to figure out what was the problem we were trying to tackle:
We created a context map (who are the persons, and what are all the systems that are involved), some personas, and user journeys related to those personas.
User journeys
Classification sessions: the traditional stuff:
Sitemap
Content types, metadata and attributes
But also a content model
Starting with a conceptual design: sketches in the design workshop, leading to wireflows
So the traditional steps – see NEXT SLIDE
Here is an example: story page
From sketch and wireflow, to detailed wireframe, visual design
3 things I want to highlight:
Wireflows
Style cards
Delivering ready-to-use front-end code to Amplexor, not a psd!
First, we are using wireflows as the first step in the design process:
high-level page structure
How the pages are connected
Second, for the visual design, Xavier from WLS (now mono) worked with style tiles or style cards
Delivering ready-to-use front-end code to Amplexor, not a psd!
We worked together with Jan Cornelissen for this
Home page – different ideas (mainly in phase 2)
(maarten)
(maarten)
(maarten)
(maarten)
For EYD
a sprint planning where refined tasks from the backlog are added to start a new sprint.
a sprint refinement meeting (with Namahn) where the functionalities from the backlog are further refined.
daily stand-up to provide a status update where we discuss items done, todo and impediments.
a sprint demo where the delivered functionalities are demonstrated and feedback is taken into account and added to the backlog for next sprints.
a sprint retro to discuss what went well/could improve.
General SCRUM
The backlog is prioritized by the product owner and regularly reviewed. Remaining stories are reprioritized if needed (backlog grooming).
In the sprint planning meeting the scope of the sprint is determined based on the business priority (ranking in the backlog), the technical dependencies and the velocity (how many story points can the team handle in 1 sprint). The scope of the sprint is called the sprint backlog. The sprint planning meeting is attended by the product owner, scrum master and the entire scrum team. Stories are described in the sprint backlog.
The sprint duration is between 2 to 4 weeks, best practice within Amplexor: 3 weeks to avoid too much overhead but still regular meeting to get feedback from the customer.
Every day the team has a short meeting (15 min) to provide a status update to the team members (Stand-up meeting): what did I accomplish yesterday? What will I do today? What obstacles are impeding my progress?
At the end of each sprint the team shows the product owner (customer) what they accomplished during the sprint in the form of a demo. (sprint review meeting)
Also in the sprint retrospective meeting the team reviews the sprint: reflect how they are doing and what can be improved (start doing, stop doing, continue doing)
(maarten)
Release 1 was needed for content entry, available on production for editors but not for the public
Release 2 contained a “minimal viable product” to go live e.g. partner profile, stories, events
Release 3 had some extra’s e.g. notifications, FAQ
(maarten)
Jan’s CSS work and adaptations were immediately applied to the site on Amplexor’s development environment. This was a dependency but it worked seemless thanks to a good synergy between Jan and the Amplexor development team.
Complex context, but also fun!
Core team nationalities: Greek, Swede, Rumanian, Asian Belgian...
Client’s team: DG Devco, DG Echo, EEAS, DIGIT, DG COMM (IPG)
New concept, especially for EC context, but how can we make sure that this will work, and that the partners will contribute...
A user-friendly back-end would help, but there was no real budget for this.
Idea: work with ambassadors – finally: a responsable for each MS
Geography seems simple: 7 continents and an alphabetical list of countries...
Not at the Commission. Whether an entity is a country or not, is a politicial statement. Cf. Palestine with an asterisk
Also, the development community doesn’t think in continents, but in entities like “sub-saharan Africa” or ACP (African, Carribean and Pacific states)
‘Based in’ vs. ‘Active in’
What if you visit the English site, and you search a story in other languages: you select a story in Dutch
Maarten
Most of the scope was clear after phase 1. Some items still needed refinement (e.g. homepage, faq).
During the implementation track, some new scope appeared
In order to keep the deadline, a feasibility check is done when refining items (what is possible?).
Creative process is fine in beginning, but at a certain point you need to take decisions, and stick to the deadlines (de deadline halen, en dus haalbare scope behouden)
Maarten
e.g. In order to provide a valid estimation for the “Member state” story you need to know what it is about.
So Namahn had to do the functional discussion and provide wireframes before the story could be estimated.
Namahn was not supposed to do work on functionality that was part of a scope change, before getting the official go/ budget approval of the Commission,
But on the other hand, Amplexor couldn’t make a decent estimation (for the Commission to approve), without the analysis work & wireframes of Namahn
IE9 with intranet security settings: Triggers compatibility mode
Server hosting: No direct access (maintained by DIGIT)
Multilingual setup for 23 languages: Provide optimisations for a more user friendly backend (English only)
(maarten)
The INFORMATION PROVIDERS GUIDE is for everyone who develops and publishes material on EU websites, including webmasters, editors, content providers, web developers and contractors. The guide covers all aspects of publishing on the EUROPA site, describing the relevant editorial, technical and presentation standards in force.
The rules set out in the IPG are compulsory in order to ensure a coherent and user-friendly service to the users.
Importance of a good content model: how are the content types related
Certain choices helped us reach the deadline
Organisations: adding hierarchy? => no!
Consequence: impact on governance: workflows, validate content etc.
Needed for initial scoping and information architecture. In phase 2, some details can be directly implemented in html prototype, but:
For the client, it is more comfortable to have them up-to-date (use them as point of reference, instead of functional spec)
As a point of reference for the developers, Amplexor Rumania (together with functional spec in the wiki)
(maarten)
Gathering all comments and requests without appropriate tools is difficult
Namahn experienced the limits of Office tools: e.g. user requirements document in excel
The limits of Word & email: Track changes combined with reply to all…
(maarten)
Amplexor: detailed specifications in a confluence WIKI – development tracking in Jira (product backlog)
User story in Jira, e.g. to develop FAQ-block slider on homepage, ticket is linked to a WIKI page that defines
Functional specifications (wireframe, graphical design, details)
Technical specifications (e.g. Drupal architecture)
Test scenarios
Deployment steps
Documentation
gelinkt aan wiki spec pagina (wireframe, beschrijving, technische
Jira-flow:
Analyse
Request approval
Quality check
Delivered
(maarten)
Important to have someone that knows the business well and has the authority to make decisions.
We were lucky to have a good product owner on the client side.
Also, the cooperation became much more efficient when the core team was reduced to 2 persons