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Oct 12, 2017
Building Apps with Design in Mind
@robotsNpencils
Annie Stewart @anniestewart
I ❤❤❤ YOU
October 12, 2017Roger Walker @rogerwalker
This is the best app I’ve ever used! !
October 12, 2017
Wanda Hernandez @whernandez
! Couln’t have done this without
you !
October 12, 2017
John Murphy @johnmurphy
Hands down… Best experience ever!
October 12, 2017
“The intellectual life was
split into two cultures —
the sciences and the
humanities — a major
hindrance to solving the
world's problems.
- C.P. Snow
3
4
Everything we do starts by blending the
sciences with the humanities -
the robots with the pencils -
the programmers with the designers.
5
Follow
The
Talent
6
Calgary
New YorkCastle Rock
San Fran
London
Cleveland
Pittsburgh
Austin
6
Follow The Talent
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
8
9 9
11
12
13
CHALLENGE
14
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
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 don’t care that each different
touch points belong to different
groups
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
WHAT IF WE BUILT A NEW EXPERIENCE
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 16
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 17
FEEL EMPOWERED
to make smart decisions
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 18
FEEL IN CONTROL
of a complex process
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL CONNECTED
as a critical member of a talented team
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL MOMENTUM
of project progression
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
FEEL EXCITED
to show off their baby
Architectural Concept
“Walking on water and developing
software from a specification are
easy if both are frozen.
- Edward V Berard
24 24
EMPOWERMENT
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 25
ORGANIZATION
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 26
PROGRESS
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 27
SAFETY &
COMFORT
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
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Discovery
Identify Key Project Stakeholders
• Board members, SMEs, etc.

Understand Delivery Process
• Key work products & dependencies
• Example deliverables

Identify Business & Experience Requirements
• Translate high level use cases into requirements through the
architect’s expert POV
• Uncover blindspots
• Track open questions & gather answers from SMEs
• Ensure key requirements are accurately documented
• Identify necessary agency approvals

Solidify Project Plan & Budget Constraints
• Detailed project plan
• Clarify project estimate against requirements
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Document Management
• Streamlining access to generally common info
• Offline access
• Findability
• Change management and version control

Project Status
• Schedule transparency
• Financials transparency
• Changes since last visit (what’s new?)
• Risks, roadblocks, assignments & owners
• Agency approvals documentation

Facilitate Communication
• Collaboration and coordination across tools, geographies, timezones, etc.
• Sharing documents internally & externally

Decision Facilitation and Contextualization
• Visualization of the end product
• Education on how to review documents
Design
COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL X
Construction
Construction Bid Management
• Monitor third-party review of design documentation

Provide Feedback on In-Process Construction
• Surface problems that come up during construction that require design
decisions—e.g. soil quality
• Identify inconsistencies between build and the vision early and 

course correct
• Surface unresolved detailed decisions and get quick answers to avoid
project delays

Project Status
• Schedule transparency
• Financials transparency
• Changes since last visit (what’s new?)
• Risks, roadblocks, assignments & owners
• Manage contractor payment applications

Project Close-out
• Manage punch list
• Compile all final documentation
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
34
35
37
38
39
SAFETY &
COMFORT
40
41
42
4
2
2
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
44
45
TIPS FOR A SUCCESSFUL PROJECT
46
With Flinto, Theo is able to create a
working prototype to show the client.
Tip #1
Show, don’t just tell how it works.
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.
😊
😊
😊
😊
😊
😊
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 who’s
responsible for what,
and when.
😊
😊
😊
😊
😊
😊
49
Slack allows internal and
external team members
to keep in constant
contact as the project
progresses.
Tip #4
Communicate,
communicate,
communicate.
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
With Missions, the team
automates processes
and reminders that they
need to complete their
everyday work.
Tip #6
Automate processes
where possible
Vish Thalor @CompanyCEO
Amazing work. I think someone just
got themselves promoted. !
October 12, 2017
53
QUESTIONS?
54
Thank You!
Tracey Zimmerman
tz@robotsandpencils.com
Ryan Follmer
ryan.follmer@robotsandpencils.com
robotsandpencils.com

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Robots and pencils - building apps with design in mind

  • 1. Oct 12, 2017 Building Apps with Design in Mind @robotsNpencils
  • 2. Annie Stewart @anniestewart I ❤❤❤ YOU October 12, 2017Roger Walker @rogerwalker This is the best app I’ve ever used! ! October 12, 2017 Wanda Hernandez @whernandez ! Couln’t have done this without you ! October 12, 2017 John Murphy @johnmurphy Hands down… Best experience ever! October 12, 2017
  • 3. “The intellectual life was split into two cultures — the sciences and the humanities — 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.
  • 6. 6 Calgary New YorkCastle Rock San Fran London Cleveland Pittsburgh Austin 6 Follow The Talent
  • 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
  • 8. 8
  • 9. 9 9
  • 10.
  • 11. 11
  • 12. 12
  • 14. 14 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
  • 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 don’t 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
  • 23. “Walking on water and developing software from a specification are easy if both are frozen. - Edward V Berard
  • 25. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 25 ORGANIZATION
  • 26. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 26 PROGRESS
  • 27. COPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL XCOPYRIGHT ROBOTS & PENCILS | CONFIDENTIAL 27 SAFETY & COMFORT
  • 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.
 Understand Delivery Process • Key work products & dependencies • Example deliverables
 Identify Business & Experience Requirements • Translate high level use cases into requirements through the architect’s expert POV • Uncover blindspots • Track open questions & gather answers from SMEs • Ensure key requirements are accurately documented • Identify necessary agency approvals
 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 control
 Project Status • Schedule transparency • Financials transparency • Changes since last visit (what’s new?) • Risks, roadblocks, assignments & owners • Agency approvals documentation
 Facilitate Communication • Collaboration and coordination across tools, geographies, timezones, etc. • Sharing documents internally & externally
 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 documentation
 Provide Feedback on In-Process Construction • Surface problems that come up during construction that require design decisions—e.g. soil quality • Identify inconsistencies between build and the vision early and 
 course correct • Surface unresolved detailed decisions and get quick answers to avoid project delays
 Project Status • Schedule transparency • Financials transparency • Changes since last visit (what’s new?) • Risks, roadblocks, assignments & owners • Manage contractor payment applications
 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
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  • 37. 37
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  • 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
  • 44. 44
  • 45. 45 TIPS FOR A SUCCESSFUL PROJECT
  • 46. 46 With Flinto, Theo is able to create a working prototype to show the client. Tip #1 Show, don’t 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. 😊 😊 😊 😊 😊 😊
  • 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 who’s responsible for what, and when. 😊 😊 😊 😊 😊 😊
  • 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
  • 52. Vish Thalor @CompanyCEO Amazing work. I think someone just got themselves promoted. ! October 12, 2017
  • 54. 54 Thank You! Tracey Zimmerman tz@robotsandpencils.com Ryan Follmer ryan.follmer@robotsandpencils.com robotsandpencils.com