building your own catalog “live long and prosper”
TRANSCRIPT
Building your own catalog “Live long and prosper”
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About me
Employed with Kinetic Data ~2 years
Level 29 Code Wizard
15+ years programming experience
Love Kinetic Data
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Agenda
About this presentation
About ERM Catalogs
Take Inventory
Gather Requirements
Scope the requirements
Plan for the future
Questions
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About this presentation
Help understand ‘catalogs’
Steps to help deploy catalog project
Steps to help the future of the catalog
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ERM Catalog overview
Central website for submitting requests
Website for showing status of requests
Any kind of business request
www.erm.info
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ERM Catalog overview
http://www.youtube.com/watch?v=2CsmEg_n2nE?rel=0
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Taking Inventory
Overview
Reasons to take inventory
How to take inventory
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Taking Inventory
Reasons to take inventory
Ensures you don’t go backwards
Helps you move forward
Helps frame requirements gathering
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Taking Inventory
How to take inventory
Browse what you already have
Recording various webpages
Noting what you don’t have
Note commonality
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Requirements Gathering
Overview
Reasons to gather requirements
Common requirement ‘categories’
Make the list – need it, want it, got it.
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Requirements Gathering
Reasons to gather requirements
Makes sure you don’t miss something (Inventory!)
Helps ensure you deliver is what is wanted
Helps generate templates for efficient development
Helps with scoping later on
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Requirements Gathering
Common requirement ‘categories’
Branding
UI
Identity, Authentication, Authorization
Service items / Request forms
Post-submission workflow
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Requirements Gathering
Common requirement category: Branding
Guideline probably already exists Look for fonts, colors, spacing, logos Examples of branding guides:
http://www.udel.edu/cpa/pdfs/brand-style-guide.pdf http://walmartlabs.github.io/web-style-guide/ https://design.ubuntu.com/web-style-guide
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Requirements Gathering
Common requirement category: UI
Guideline probably already exists (Technical)
HTML / CSS standards
Pages needed? Catalog Search request forms Search submissions My Requests / Approvals Site Feedback
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Requirements Gathering
Common requirement category : Identity
Things about you Phone Email Physical Address Title Direct report / Direct reports
Central source
Contingency plans
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Requirements Gathering
Common requirement category : Authentication
Simply getting into the website
Pass / Fail
Username / password source
Single sign on
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Requirements Gathering
Common requirement category : Authorization
Granular rules
For access inside of the catalog
Examples
If user’s country is United States If user is a VIP If user is a manager
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Requirements Gathering
Common requirement category: Service Items
Requested For, Requested By
People data Auto-populate? Display? Editable?
Common questions?(Region, Department)
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Requirements Gathering
Common requirement category: Post-submission activity
Approvals Group or individuals Concurrent vs. chained
People data retrieve
Work order generation
SLA timers
Email templates
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Requirements Gathering
Make the list
Need it Financial issues if it isn’t done Increases efficiency
Want it It would look cool
Got it Helps you take a breather
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Scoping
Overview
Reasons for scoping
How to scope Prioritize Make waves –Weee!!!
Scope creep – Booo!!!
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Scoping
Reasons for scoping
Helps determine workload
Helps determine when to deliver
Helps you deliver on your promises
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Scoping
How to scope: Prioritize
Simple 1-5 scale Want its get 1-2. Need its get 3-5.
Assign to categorizes
Assign to specifics
Helps plan waves
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Scoping
How to scope: Make waves – Weee!!!
Different kind of waves Waves in the middle of the ocean Waves at the shore People like waves they can see & feel Many, non-stop, all small, waves Amazon Echo
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Scoping
Scope creep
What it is
Why it happens. People don’t believe in ‘tomorrow’ We think we can’t say no
Why its bad
How to prevent it
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Scoping
Scope creep: What it is
Add-ons after scope
Keeps us up late at night
Big or small, they can make you suffer
They delay due dates
Clichés
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Scoping
Scope creep: Why it happens
People don’t believe in ‘tomorrow’
We don’t like to say no
We think we can’t say no
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Scoping
Scope creep: How to prevent it
Step One: STOP IT
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Scoping
Scope creep: How to prevent it
Stop listening to TLC
Bargain, trade, compromise Front end vs. rebuild?
“Maybe tomorrow” But really mean it Don’t be Wimpy
Give visibility to “tomorrow” http://agilepm.com/managing-scope-creep-in-agile-projects
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Planning for the future
Groups vs. Individuals
Create ownership (design & development) Portal Catalog Service Items
Try to delegate service item design & development
Establish a steering community & committee
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Steering Community
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Questions?