How would you feel if you could build apps not only faster, but also make you loved by your users? Robots and Pencils give you a peek into how we are working together with Perkins + Will to build great apps leveraging the Box Platform and our proven process to iterate. We end with tools and tricks you can use right away to level up your next project.
2. Annie Stewart @anniestewart
I â¤â¤â¤ YOU
October 12, 2017Roger Walker @rogerwalker
This is the best app Iâve ever used! !
October 12, 2017
Wanda Hernandez @whernandez
! Coulnât have done this without
you !
October 12, 2017
John Murphy @johnmurphy
Hands down⌠Best experience ever!
October 12, 2017
3. âThe intellectual life was
split into two cultures â
the sciences and the
humanities â a major
hindrance to solving the
world's problems.
- C.P. Snow
3
4. 4
Everything we do starts by blending the
sciences with the humanities -
the robots with the pencils -
the programmers with the designers.
7. Trusted strategic partner to some of
the world's best brands.
We've helped 175+ clients reach 77 million people worldwide
with innovative solutions.
7
15. 15
PHASE
SATISFACTION
LEVEL SCORE
Creation Accessing Status Budget Adding Review
Neutral
Very
Satisfied
Not At All
Satisfied
Legal
IT
PMs
Accounting
The Client Journey
Process Checks
Designers
Parnters
Clients donât care that each different
touch points belong to different
groups
16. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
WHAT IF WE BUILT A NEW EXPERIENCE
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 16
17. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 17
FEEL EMPOWERED
to make smart decisions
18. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 18
FEEL IN CONTROL
of a complex process
19. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL CONNECTED
as a critical member of a talented team
20. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL MOMENTUM
of project progression
21. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL EXCITED
to show off their baby
28. 28
Client Engagement Journey
Identify Key Project Stakeholders
Understand Delivery Process
Identify Business & Experience Reqs
Solidify Project Plan & Budget Constraints
Decision Facilitation and Contextualization
Document Management
Communication Facilitation
Project Status
Construction Bid Management
Construction Feedback
Project Status
Project Close-out
Discovery / Programming Design Construction
29. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Discovery
Identify Key Project Stakeholders
⢠Board members, SMEs, etc.â¨
Understand Delivery Process
⢠Key work products & dependencies
⢠Example deliverablesâ¨
Identify Business & Experience Requirements
⢠Translate high level use cases into requirements through the
architectâs expert POV
⢠Uncover blindspots
⢠Track open questions & gather answers from SMEs
⢠Ensure key requirements are accurately documented
⢠Identify necessary agency approvalsâ¨
Solidify Project Plan & Budget Constraints
⢠Detailed project plan
⢠Clarify project estimate against requirements
30. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Document Management
⢠Streamlining access to generally common info
⢠Offline access
⢠Findability
⢠Change management and version controlâ¨
Project Status
⢠Schedule transparency
⢠Financials transparency
⢠Changes since last visit (whatâs new?)
⢠Risks, roadblocks, assignments & owners
⢠Agency approvals documentationâ¨
Facilitate Communication
⢠Collaboration and coordination across tools, geographies, timezones, etc.
⢠Sharing documents internally & externallyâ¨
Decision Facilitation and Contextualization
⢠Visualization of the end product
⢠Education on how to review documents
Design
31. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Construction
Construction Bid Management
⢠Monitor third-party review of design documentationâ¨
Provide Feedback on In-Process Construction
⢠Surface problems that come up during construction that require design
decisionsâe.g. soil quality
⢠Identify inconsistencies between build and the vision early and â¨
course correct
⢠Surface unresolved detailed decisions and get quick answers to avoid
project delaysâ¨
Project Status
⢠Schedule transparency
⢠Financials transparency
⢠Changes since last visit (whatâs new?)
⢠Risks, roadblocks, assignments & owners
⢠Manage contractor payment applicationsâ¨
Project Close-out
⢠Manage punch list
⢠Compile all final documentation
32.
33. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Key Assumptions
⢠R1 Scope will be limited to two backend systems: Okta & Box
⢠Discuss key project processes and assumptions
⢠Mobile app and website will have the same look, feel, and flow (as much as possible).
⢠Release 1 will be comprised of ___ two week sprints with feature demos at the end of each sprint
⢠iOS app will be written for an agreed upon list of iOS versions and devices
⢠Web app will be written for an agreed upon list of browsers/versions
⢠P+W will submit app to App Store with direction from R&P
⢠P+W will maintain lower region back end systems for integration of apps
43. 43
Sketch
100%9%41
AM
John Doe
Perkins+Will
Sr. Project Architect
Jane Smith
Client Company Name
Sr. Project Manager
Name Here
Company Name Here
Official Title
Name Here
Official Title TasksLabelLabelLabelLabel
6
Search
Contacts
CompaniesPeople
100%9%41
AM
Case Western Reserve
University
12 Members
2 Projects
Case Western Reserve
University
12 Members
2 Projects
Case Western Reserve
University
2 Projects
Perkins+Will
78 Members
6 Projects
TasksLabelLabelLabelLabel
6
Search
Contacts
CompaniesPeople
John Doe
Perkins+Will
Email@domain.com
(123)466-7890
Sr. Project Architect
Contacts
Project Title
DESIGN AND DEVELOPMENT
Project Title
DESIGN AND DEVELOPMENT
Project Title
DESIGN AND DEVELOPMENT
TasksLabelLabelLabelLabel
6
100%9R41
AM
CompleteActive
Perkins+Will
2,000 Employees
Contact
Architecture Firm
Contacts
100%9?41
AM
John Doe
Perkins+Will
Sr. Project Architect
Rachel Smith
Perkins+Will
Sr. Project Manager
Name Here
Official Title
Search
TasksLabelLabelLabelLabel
6
46. 46
With Flinto, Theo is able to create a
working prototype to show the client.
Tip #1
Show, donât just tell how it works.
47. 47
Box allows Lisa to keep
all project
documentation
together, for both the
internal and external
teams to view.
Tip #2
Provide lightweight
documentation in a
central location.
đ
đ
đ
đ
đ
đ
48. 48
Trello gives Bryan
visibility into where the
project stands at this
point in time, and
ensures that each sprint
is on track.
Tip #3
Know whoâs
responsible for what,
and when.
đ
đ
đ
đ
đ
đ
49. 49
Slack allows internal and
external team members
to keep in constant
contact as the project
progresses.
Tip #4
Communicate,
communicate,
communicate.
50. 50
With Zeplin, Chrissy and Theo can
collect real-time design feedback
from the Perkins + Will team as they
create.
Tip #5
Continuously solicit
stakeholder feedback.
51. 51
With Missions, the team
automates processes
and reminders that they
need to complete their
everyday work.
Tip #6
Automate processes
where possible