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design that works for people
Case: the EYD website
WIAD Brussels, 20 February 2015
 05/02/2013
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
Basic concept
 Main site hook: telling stories!
 Story (of the week), by DG Devco
 Stories by partners
 Secondary driver: events linked to EYD
3
4
@jn_cn
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)
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)
6
Sketchnote by Peter Decuyper (Amplexor)
Framing
 Context map
 Personas
 User journeys
7
8
Classification workshops
9
 Sitemap
 Content types and metadata
 And a content model...
10
Design workshop
11
Story page
12
Wireflows 13
Mood boards
 “Alpha - closed fields, depth,
black-and-white, friendly”
14
Deliver ready-to-use front-end code
15
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, ...
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
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
19
Example product backlog
20
Current Sprint
Next Sprint
Product Backlog
Story
Tasks
Sprints (increments)
 Scrum meetings
 Refinement meetings
 Sprint demo, sprint retro
21
Refinement
Releases
 Release is a version for production
 Consist of several sprints
22
Release 1 (Content entry)
Release 2 (Go-live)
Release 3 (Extra’s)
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
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)
24
Challenges
25
Context of the Commission
 Institutional complexity: DG Devco, DG Echo,
EEAS, DIGIT, DG COMM (IPG)...
 24 official languages
26
“How to engage people (the partners)?”
27
Geography & languages
 Geography = politics!
 “Show results found in other
languages”
28
Trade off
29
 Challenges
 Strict deadline
 Scope changes, e.g. Member state (new scope)
 Reality check
Scoping discussion
30
 “you can only do an estimation when
you know what it is about...”
Technical challenges
 IE9 with intranet security settings
 Server hosting (no direct access - maintained by DIGIT)
 Multilingual setup for 23 languages
 IPG...
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
32
Lessons learned
33
Have a good IA /strong concept...
 ... and have it ready before the first sprint
34
36
Keep it simple
Communiation with partners
 Evacuated to the
capacity4dev.eu platform
37
What about the wireframes?
Do you need to keep them up to date during
the development phase?
38
39
Systematic specification
and follow up
40
41
Importance of a product owner
 Extensive business knowledge
 Able to make decisions
 Backing of stakeholders
42
“what is really nice is the fact that this site
was actually launched on time!”
(project sponsor)
43
Thank you!
@
 @2pk_koen
 @MaartenSegers

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WIAD2015, Brussels: case - The EYD2015 website

  • 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) 6 Sketchnote by Peter Decuyper (Amplexor)
  • 7. Framing  Context map  Personas  User journeys 7
  • 8. 8
  • 9. Classification workshops 9  Sitemap  Content types and metadata  And a content model...
  • 10. 10
  • 14. Mood boards  “Alpha - closed fields, depth, black-and-white, friendly” 14
  • 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, ... 17
  • 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 18
  • 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 19
  • 19. Example product backlog 20 Current Sprint Next Sprint Product Backlog Story Tasks
  • 20. Sprints (increments)  Scrum meetings  Refinement meetings  Sprint demo, sprint retro 21 Refinement
  • 21. Releases  Release is a version for production  Consist of several sprints 22 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 23
  • 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) 24
  • 25. Context of the Commission  Institutional complexity: DG Devco, DG Echo, EEAS, DIGIT, DG COMM (IPG)...  24 official languages 26
  • 26. “How to engage people (the partners)?” 27
  • 27. Geography & languages  Geography = politics!  “Show results found in other languages” 28
  • 28. Trade off 29  Challenges  Strict deadline  Scope changes, e.g. Member state (new scope)  Reality check
  • 29. Scoping discussion 30  “you can only do an estimation when you know what it is about...”
  • 30. Technical challenges  IE9 with intranet security settings  Server hosting (no direct access - maintained by DIGIT)  Multilingual setup for 23 languages  IPG... 31
  • 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 32
  • 33. Have a good IA /strong concept...  ... and have it ready before the first sprint 34
  • 35. Communiation with partners  Evacuated to the capacity4dev.eu platform 37
  • 36. What about the wireframes? Do you need to keep them up to date during the development phase? 38
  • 38. 40
  • 39. 41
  • 40. Importance of a product owner  Extensive business knowledge  Able to make decisions  Backing of stakeholders 42
  • 41. “what is really nice is the fact that this site was actually launched on time!” (project sponsor) 43

Editor's Notes

  1. 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.
  2. 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
  3. 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
  4. 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)
  5. Here you get an overview of how we have worked together
  6. 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
  7. 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.
  8. User journeys
  9. Classification sessions: the traditional stuff: Sitemap Content types, metadata and attributes
  10. But also a content model
  11. Starting with a conceptual design: sketches in the design workshop, leading to wireflows So the traditional steps – see NEXT SLIDE
  12. 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!
  13. First, we are using wireflows as the first step in the design process: high-level page structure How the pages are connected
  14. Second, for the visual design, Xavier from WLS (now mono) worked with style tiles or style cards
  15. Delivering ready-to-use front-end code to Amplexor, not a psd! We worked together with Jan Cornelissen for this
  16. Home page – different ideas (mainly in phase 2)
  17. (maarten)
  18. (maarten)
  19. (maarten)
  20. (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)
  21. (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
  22. (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.
  23. 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)
  24. 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
  25. 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
  26. 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)
  27. 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
  28. 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)
  29. (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.
  30. Importance of a good content model: how are the content types related
  31. Certain choices helped us reach the deadline Organisations: adding hierarchy? => no! Consequence: impact on governance: workflows, validate content etc.
  32. 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)
  33. (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
  34. The limits of Word & email: Track changes combined with reply to all…
  35. (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
  36. (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
  37. Launch in time!