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Architecture
 and Planning
   for Sites
 and Software
Implementation Lifecycle




    Define                    Build                 Validate               Roll Out

Project Charter                    Configure App   System Testing         Go Live
Technical Specifications   Unit Testing            End User Training      Support System
Project Plan               Project Control         Readiness Assessment   Post Mortem
What s the Problem?


   In 1995 there was an estimated $59 billion in cost
    overruns and $81 billion on cancelled software
    projects


   80% of user issues are related to lack of
    understanding of rather than a problem with the
    system


   Since Go Live comes at the end of the process it s
    activities are often used to absorb all the mishaps
    that came before:
    
   35% of Project Managers admit to shortchanging end-user training
    
   39% of Project Managers claim insufficient knowledge transfer
Now the Fun Really Begins!!!


   Project Go Live may be the symbolic the end of a
    project but many projects fail due to what occurs
    during and post Go Live


   Common                          Issues
    
   Lack of early buy in from end users

    
 Poor                               Support during early phases
    
   Proper Testing (including representative set of actual end users)
Web Marketing & Build Process Flow
                                                                                                      - Jake Aull 3/2011



 Customer/      Identify          Approve          Provide Copy/                    Approve Copy/            Approve                                Approve
 Approving       Desires            Plan            Content Info                     Direct Image            Look/Feel                              Execution



 Partnership                  Plan Co-branding/                                                                               Coordinate Links/
  Marketing                   Link-Building/SNS                                                                              Directories/Partners



  Strategy/        Plan                                      Confirm
  Planning                                                                                                                                                                                         Monitor
               Deliverables                                 Search Plan



  P.M./Q.A./   Document                           Plan/Coordinate                   Proof-   Plan/Coordinate             Direct Linking/             Q.A./P.M./                     SNS/SoMe
    Traffic                                                                                                                                                                                                  Revise?
               Deliverables                           Content                        ing       Brand/Image               Nav/Location                Proofing                       Placement



                                  Plan Link-       Keyword I.D./SNS/                                                                                                                PPC Buys/
  SEM/SEO                          Building         Search Planning                                                                                                                 Placement



                                                                            Write                                               Finalize Copy/                      Write SNS/SoMe/
   Copy-                                                                    Copy                                                 Anchor Text                        Link Messaging
   writing


                                                                                              Create Look/
   Image/                                                                                         Feel
   Design


                                                                                                                                 Architecture/      Execute/               Fix/
Development/                                                                                                                      Build Plan          Build              Finalize
    Build


                                                              Identify KPIs &
  Analytics                                                                                                                                                                                     Monitor
                                                            Traffic Projections



                                                   Run Automated                                                                                                 CRM/DB
 Tech Tools/                                       Keyword Testing                                                                                             Integration
 Automation
Now the Fun Really Begins!!!


   Drive Successful Project Go Live
    
   Assure appropriate acceptance test
    
   Facilitate adoption management activities
    
   Assure proper training
    
  For an intranet, leverage core project team members (or "super users") to
        provide general support and answer simple, process and system focused
        questions
    
   Drive appropriate hand over to customer, and plan Tech Support
    
   Address need for stabilization phase (performance improvement,
        debug, maintainence, etc.)
Do you think like IT PMs?


   Wave Approach for Deployment
    
   Project broken down into smaller pieces



   Gant Chart
Do you think like IT PMs?


   Task Overview
Communications


   Communications
    
       Importance of Stakeholder Buy-In
    
       What s In It For Me (WIIFM)
    
       Matching an Intranet Build to Company Culture & Processes
    
       Clear and Honest Communication
    
       Post-Implementation Communications



   Stakeholder Involvement
    
   Research, Surveys & Focus Groups
    
   Usability Testing
    
   Pilot or Beta Testing
Social Intranet Architecture Planning 
The following pages show uprfont strategies and project schedule plan for a social intranet project
(roles = project manager, IA and art director). Also here is composed client survey, to
determine client departmental social media comfort and capabilities, to drive the social
component of the intranet architecture and training requirements and schedule. Finally, after
research and plans are affirmed and completed, sitemapping begins (a sample website sitemap
proposal is shown).

These are common indications of a strategic planning approach to IA projects;
research and client usability and understanding make for the best plans and final products.


Jake Aull | Zen Fires Web Marketing | jake@zenfires.com | 404.259.5550 | ZenFires.com
Social Architecture Survey                                                                          http://www.surveymonkey.com/s/6G3Q9PG



          Social Architecture Survey for Users                                                                      Exit this survey




            *1. What social/web or mobile channels do you prefer for accessing info,
               communications or document collaboration?
                                                             Channel I'd want most
                                     My most preferred for                            My general favorite Two or more channels I
                                                                for use at work
                                     personal constructive                           channel for personal wish I could combine
                                                                (assume it was
                                             use                                          fun or chat          for work use
                                                                    allowed)

             Facebook

             Twitter

             I.M./chat

             Forums

             Blogs

             LinkedIn

             Foursquare/Yelp

             YouTube

             GoogleDocs or similar
             doc-collaboration

             Digg/StumbleUpon

             Delicious.com

             RSS reader (e.g.
             Google Reader)
             None; I don't use
             such sites
             Other (please list
             below)

            Other (please specify)




            *2. Generally speaking, how would you rate the following for social media usage?
                                                                          Comfortable (but
                                     Instructor; helps                                        Beginner(s) or
                                                         Power user(s)     not extreme)                          Non-user(s)
                                        others use                                             rare usage
                                                                              user(s)




1 of 5                                                                                                                         12/4/11 8:25 PM
Social Architecture Survey                                                                         http://www.surveymonkey.com/s/6G3Q9PG


                                                                         Comfortable (but
                                     Instructor; helps                                      Beginner(s) or
                                                         Power user(s)    not extreme)                          Non-user(s)
                                        others use                                           rare usage
                                                                             user(s)

             Myself

             My immediate
             co-workers

             My boss/superiors

             Others I work with
             (e.g., outside my
             department)

            Please




            *3. On info-sharing in the work place...
                                     Absolutely; essential!    Generally yes            Possibly             No; fine as is
             Do you feel
             communications
             between you and
             other co-workers or
             departments should
             be better?

            Why or how?




            *4. On improving info-sharing at work...
            What kinds of
            information could be
            shared better?
            What types of files
            could be shared
            better?
            What types of
            media/channels
            should be used and
            better shared?
            Please write any
            additional thoughts on




2 of 5                                                                                                                        12/4/11 8:25 PM
Social Architecture Survey                                                    http://www.surveymonkey.com/s/6G3Q9PG



            this.



            *5. Assume you had all the time, knowledge and means available to increase your
               web-based communications in your work.
            What work information
            would you personally
            share?
            Who would you make
            it available to at work?
            How would you prefer
            to do it?
            If you had no
            limitations, what sites
            would you use?

            Other thoughts



            *6. Assume you could have immediate access to any work-relevant info you wanted,
              online, when you began your work day. What would info or links would you want on
            your "personal home page" (e.g., calendar, chat, reference guides, etc.)?




            *7. About your current work-based computer and web use:
            What email or
            communications
            program or website do
            you use and
            appreciate most in
            your work?
            What features do you
            like most about this?
            What more do you
            wish it could do?
            Other thoughts on
            work-based computer
            preferences?



            *8. What mobile device do you have and/or would you use for work-related activities (if
               systems allowed)?
                    Cell phone (no apps)

                    Apple iPhone




3 of 5                                                                                              12/4/11 8:25 PM
Social Architecture Survey                                                                    http://www.surveymonkey.com/s/6G3Q9PG



                  Smart phone (other than iPhone)

                  iPad

                  Tablet (not iPad)

                  None

                  Other (please discuss below)

            Other (please specify)




            9. In what decade were you born?
                  1930s or before

                  1940s

                  1950s

                  1960s

                  1970s

                  1980s

                  1990s

                  2000s



            *10. What department or area do you work in?




                                                                    Done




                                                       Powered by SurveyMonkey
                                                    Create your own free online survey now!




4 of 5                                                                                                              12/4/11 8:25 PM
Proposed sitemap for Client.website                                                               Home‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐     Log in       ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐   mail list sign up   Top corner utility nav
                                                                                                                   |
                                                                                                                   |
                          |                             |                                                          |                                                          |                        |
main navigation About Us/Corporate Info        Who We Serve                                                    Products                                            Resources/News & Blog            Contact Pg count = 30
                          |                             |                                                          |                                                          |                        |
                   Who We Are                  Client list (logo pg)                                           Chrome                                                   Case Studies               Directions
                          |                             |                                                          |                                                          |
                   Mission/vision                   Brokers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ DA2 for Brokers                   CH at Work                                               Press Releases
                                                        |                          |                               |                                                          |
                                                        |                     Get Started                     Health Navigator                                              Blog
                                                        |                                                          |                                                          |
                                                        |                                                        DA2 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ What is it?                   Speaking Events
                                                   Employers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Why Use Us?                                                 |
                                                        |                          |                                              Why we're unique
                                                        |                     Get Started                                                |
                                                        |                                                                            Who uses it?
                                                        |                                                                                |
                                                  Employees ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐
                                                                          DA2 for Employees                                         How do I start?




                              (footer menu):     All above, +‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ mail list sign up   ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ sitemap
                                                                                                                      ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Legal?

                              LEGEND:
                                          Olive green box item  = main nav menu item                                                                               Another winning sitemap
                                              lt green box item  = sub menu drop‐down item                                                                         for use by:
                                                 grey box item  = side drop sub‐sub menu                                                                           Jake Aull  |  www.zenfires.com
                                                white box item  = utility nav or footer menu item                                                                  jake@zenfires.com  |  404.259.5550

                                                 Dotted box       = possible, future menu item?

                                          Green &/or italic text  = Descripter text not going on website
Training/Support


   Training
    
   What s In It For Me (WIIFM)
    
   Audience-Directed Training
         
 Explain specific benefits to the trainees
    
   Blended Training Media
         
 Classroom
         
 Webinars / Online simulations
         
 Extensive FAQ s



   Support
    
   Determine Technical / Functional Support Plan
    
   Appropriate Level of Transition
    
   Determine Medium for Collecting User Feedback
         
 Collection of feedback
         
 Establish governance team to prioritize future enhancements
Important Factors


   Intense cross-functional coordination of resources
    required
    
   Training, Stakeholder Involvement, and Support efforts require
        coordination across the organization.

   Risk Analysis and planning are key to a successful
    launch
    
   IT and stakeholders must review potential project pitfalls and
        develop strategies to minimize the business impact of potential
        failures.

   Be aware of key deadlines and business targets
    
  Web systems are implemented to increase efficiencies and improve
        the company s ability to grow. Intranet implementations and go live
        dates may have a direct impact to the company s financials.
Project Management in Web


   Wave implementations and Post-Mortem
    Analysis
     
   Wave implementations can benefit from the use of post-mortem
         analysis after each wave to prepare a lessons learn and improve
         product launch through each wave.

   Project Network and Critical Path Analysis
     
   Go Live requires many resources from many different units within the
         organization. Regular network analysis will alert project managers to
         schedule problems.

   Risk Analysis
     
   The analysis during go-live is key to allow the business to continue to
         function and operate.

   Mum and Deaf Effect
     
   Project Managers should encourage open discussion of issues and
         develop strategies to bring implementation issues to light.
Extra/Additional - References

   Warren McFarlen. Providian Trust: Tradition and Technology.

   Mark Keil. Pulling the Plug: Software Project Management and the Problem
    of Project Escalation

   H. Jefferson Smith and Mark Keil. Mum s the Word. Beyond Computing.

    Fifteen_Questions_for_Every_Software_Supplier

   project management tips

   software_edition

    Software_as_a_service

   Vicenzo Morabitoa, Stefano Pacea and Pietro Previtalia. ERP Marketing
    and Italian SMEs Bocconi University Bocconi University University of
    Pavia.

   Recommendations from blogs

   Eric Krell. The Great Debate: ERP vs BOB

   ZIGZAG Marketing Training

   ZIGZAG-Tip-41---Transform-PMM-to-SM

   David Kull. Anatomy of a 4GL Disaster. Computer Decisions.

   Tom DeMarco. The Deadline

    12 Cardinal Sins of ERP Implementation.

    Let s Get REAL. Employee Program Case Study.

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Architecture & planning for software & web

  • 1. Architecture and Planning for Sites and Software
  • 2. Implementation Lifecycle Define Build Validate Roll Out Project Charter Configure App System Testing Go Live Technical Specifications Unit Testing End User Training Support System Project Plan Project Control Readiness Assessment Post Mortem
  • 3. What s the Problem? In 1995 there was an estimated $59 billion in cost overruns and $81 billion on cancelled software projects 80% of user issues are related to lack of understanding of rather than a problem with the system Since Go Live comes at the end of the process it s activities are often used to absorb all the mishaps that came before:   35% of Project Managers admit to shortchanging end-user training   39% of Project Managers claim insufficient knowledge transfer
  • 4. Now the Fun Really Begins!!! Project Go Live may be the symbolic the end of a project but many projects fail due to what occurs during and post Go Live Common Issues   Lack of early buy in from end users Poor Support during early phases   Proper Testing (including representative set of actual end users)
  • 5. Web Marketing & Build Process Flow - Jake Aull 3/2011 Customer/ Identify Approve Provide Copy/ Approve Copy/ Approve Approve Approving Desires Plan Content Info Direct Image Look/Feel Execution Partnership Plan Co-branding/ Coordinate Links/ Marketing Link-Building/SNS Directories/Partners Strategy/ Plan Confirm Planning Monitor Deliverables Search Plan P.M./Q.A./ Document Plan/Coordinate Proof- Plan/Coordinate Direct Linking/ Q.A./P.M./ SNS/SoMe Traffic Revise? Deliverables Content ing Brand/Image Nav/Location Proofing Placement Plan Link- Keyword I.D./SNS/ PPC Buys/ SEM/SEO Building Search Planning Placement Write Finalize Copy/ Write SNS/SoMe/ Copy- Copy Anchor Text Link Messaging writing Create Look/ Image/ Feel Design Architecture/ Execute/ Fix/ Development/ Build Plan Build Finalize Build Identify KPIs & Analytics Monitor Traffic Projections Run Automated CRM/DB Tech Tools/ Keyword Testing Integration Automation
  • 6. Now the Fun Really Begins!!! Drive Successful Project Go Live   Assure appropriate acceptance test   Facilitate adoption management activities   Assure proper training  For an intranet, leverage core project team members (or "super users") to provide general support and answer simple, process and system focused questions   Drive appropriate hand over to customer, and plan Tech Support   Address need for stabilization phase (performance improvement, debug, maintainence, etc.)
  • 7. Do you think like IT PMs? Wave Approach for Deployment   Project broken down into smaller pieces Gant Chart
  • 8. Do you think like IT PMs? Task Overview
  • 9. Communications Communications   Importance of Stakeholder Buy-In   What s In It For Me (WIIFM)   Matching an Intranet Build to Company Culture & Processes   Clear and Honest Communication   Post-Implementation Communications Stakeholder Involvement   Research, Surveys & Focus Groups   Usability Testing   Pilot or Beta Testing
  • 10. Social Intranet Architecture Planning  The following pages show uprfont strategies and project schedule plan for a social intranet project (roles = project manager, IA and art director). Also here is composed client survey, to determine client departmental social media comfort and capabilities, to drive the social component of the intranet architecture and training requirements and schedule. Finally, after research and plans are affirmed and completed, sitemapping begins (a sample website sitemap proposal is shown). These are common indications of a strategic planning approach to IA projects; research and client usability and understanding make for the best plans and final products. Jake Aull | Zen Fires Web Marketing | jake@zenfires.com | 404.259.5550 | ZenFires.com
  • 11.
  • 12. Social Architecture Survey http://www.surveymonkey.com/s/6G3Q9PG Social Architecture Survey for Users Exit this survey *1. What social/web or mobile channels do you prefer for accessing info, communications or document collaboration? Channel I'd want most My most preferred for My general favorite Two or more channels I for use at work personal constructive channel for personal wish I could combine (assume it was use fun or chat for work use allowed) Facebook Twitter I.M./chat Forums Blogs LinkedIn Foursquare/Yelp YouTube GoogleDocs or similar doc-collaboration Digg/StumbleUpon Delicious.com RSS reader (e.g. Google Reader) None; I don't use such sites Other (please list below) Other (please specify) *2. Generally speaking, how would you rate the following for social media usage? Comfortable (but Instructor; helps Beginner(s) or Power user(s) not extreme) Non-user(s) others use rare usage user(s) 1 of 5 12/4/11 8:25 PM
  • 13. Social Architecture Survey http://www.surveymonkey.com/s/6G3Q9PG Comfortable (but Instructor; helps Beginner(s) or Power user(s) not extreme) Non-user(s) others use rare usage user(s) Myself My immediate co-workers My boss/superiors Others I work with (e.g., outside my department) Please *3. On info-sharing in the work place... Absolutely; essential! Generally yes Possibly No; fine as is Do you feel communications between you and other co-workers or departments should be better? Why or how? *4. On improving info-sharing at work... What kinds of information could be shared better? What types of files could be shared better? What types of media/channels should be used and better shared? Please write any additional thoughts on 2 of 5 12/4/11 8:25 PM
  • 14. Social Architecture Survey http://www.surveymonkey.com/s/6G3Q9PG this. *5. Assume you had all the time, knowledge and means available to increase your web-based communications in your work. What work information would you personally share? Who would you make it available to at work? How would you prefer to do it? If you had no limitations, what sites would you use? Other thoughts *6. Assume you could have immediate access to any work-relevant info you wanted, online, when you began your work day. What would info or links would you want on your "personal home page" (e.g., calendar, chat, reference guides, etc.)? *7. About your current work-based computer and web use: What email or communications program or website do you use and appreciate most in your work? What features do you like most about this? What more do you wish it could do? Other thoughts on work-based computer preferences? *8. What mobile device do you have and/or would you use for work-related activities (if systems allowed)? Cell phone (no apps) Apple iPhone 3 of 5 12/4/11 8:25 PM
  • 15. Social Architecture Survey http://www.surveymonkey.com/s/6G3Q9PG Smart phone (other than iPhone) iPad Tablet (not iPad) None Other (please discuss below) Other (please specify) 9. In what decade were you born? 1930s or before 1940s 1950s 1960s 1970s 1980s 1990s 2000s *10. What department or area do you work in? Done Powered by SurveyMonkey Create your own free online survey now! 4 of 5 12/4/11 8:25 PM
  • 16. Proposed sitemap for Client.website Home‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Log in ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ mail list sign up Top corner utility nav | | | | | | | main navigation About Us/Corporate Info Who We Serve Products Resources/News & Blog Contact Pg count = 30 | | | | | Who We Are Client list (logo pg) Chrome Case Studies Directions | | | | Mission/vision Brokers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ DA2 for Brokers CH at Work Press Releases | | | | | Get Started Health Navigator Blog | | | | DA2 ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ What is it? Speaking Events Employers ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Why Use Us? | | | Why we're unique | Get Started | | Who uses it? | | Employees ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ DA2 for Employees How do I start? (footer menu): All above, +‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ mail list sign up ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ sitemap ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Legal? LEGEND: Olive green box item  = main nav menu item Another winning sitemap lt green box item  = sub menu drop‐down item for use by: grey box item  = side drop sub‐sub menu Jake Aull  |  www.zenfires.com white box item  = utility nav or footer menu item jake@zenfires.com  |  404.259.5550 Dotted box  = possible, future menu item? Green &/or italic text  = Descripter text not going on website
  • 17. Training/Support Training   What s In It For Me (WIIFM)   Audience-Directed Training Explain specific benefits to the trainees   Blended Training Media Classroom Webinars / Online simulations Extensive FAQ s Support   Determine Technical / Functional Support Plan   Appropriate Level of Transition   Determine Medium for Collecting User Feedback Collection of feedback Establish governance team to prioritize future enhancements
  • 18. Important Factors Intense cross-functional coordination of resources required   Training, Stakeholder Involvement, and Support efforts require coordination across the organization. Risk Analysis and planning are key to a successful launch   IT and stakeholders must review potential project pitfalls and develop strategies to minimize the business impact of potential failures. Be aware of key deadlines and business targets  Web systems are implemented to increase efficiencies and improve the company s ability to grow. Intranet implementations and go live dates may have a direct impact to the company s financials.
  • 19. Project Management in Web Wave implementations and Post-Mortem Analysis   Wave implementations can benefit from the use of post-mortem analysis after each wave to prepare a lessons learn and improve product launch through each wave. Project Network and Critical Path Analysis   Go Live requires many resources from many different units within the organization. Regular network analysis will alert project managers to schedule problems. Risk Analysis   The analysis during go-live is key to allow the business to continue to function and operate. Mum and Deaf Effect   Project Managers should encourage open discussion of issues and develop strategies to bring implementation issues to light.
  • 20. Extra/Additional - References Warren McFarlen. Providian Trust: Tradition and Technology. Mark Keil. Pulling the Plug: Software Project Management and the Problem of Project Escalation H. Jefferson Smith and Mark Keil. Mum s the Word. Beyond Computing. Fifteen_Questions_for_Every_Software_Supplier project management tips software_edition Software_as_a_service Vicenzo Morabitoa, Stefano Pacea and Pietro Previtalia. ERP Marketing and Italian SMEs Bocconi University Bocconi University University of Pavia. Recommendations from blogs Eric Krell. The Great Debate: ERP vs BOB ZIGZAG Marketing Training ZIGZAG-Tip-41---Transform-PMM-to-SM David Kull. Anatomy of a 4GL Disaster. Computer Decisions. Tom DeMarco. The Deadline 12 Cardinal Sins of ERP Implementation. Let s Get REAL. Employee Program Case Study.