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GROWING AND
MANAGING
DRUPAL
ORGANISATIONS
Growing and Managing
Drupal Organisations
   About Exove and myself
   Building Drupal organisations as a vendor
   Hiring talented people
   Growing the experience
   Building Drupal organisations as a customer
   Executing projects
Exove is one of the leading Nordic and
Baltic companies specialising in open
  source web services design and
            development.
Helsinki, Finland

            47
   Designers 5
 Developers 35
Sales & mgmt 7


                 Tallinn, Estonia

             7
   Designers 1
  Developers 6
Our Approach


Understanding                   Power of open
your business                   source




                Our expertise
Our Approach


Understanding                   Power of open
your business                   source




                Our expertise
Our Approach


Understanding                   Power of open
your business                   source




                Our expertise
Results


          Beautiful, fu
           nctional &
           business-
             driven
            services
Janne Kalliola is founder and CEO of
Exove
He has strong technical background on
PHP, Java, and C
He has been leading product
development in telecom middleware and
MySQL clustering companies
He has been working with Internet
publishing since 1997
HOW TO BUILD A
DRUPAL
ORGANISATION?

(As a Vendor)
It depends on what you are
          selling.
Web Site Value Chain


                    Data        Archi-    Imple-
                    Modelling   tecture   mentation
                                                                Deploy-
   Idea   Concept                                     Testing
                                                                ment
                    User
                                Visuals   Templates
                    Interface
Drupal Implementation


                    Data        Archi-    Imple-
                    Modelling   tecture   mentation
                                                                Deploy-
   Idea   Concept                                     Testing
                                                                ment
                    User
                                Visuals   Templates
                    Interface
Drupal Design


                    Data        Archi-    Imple-
                    Modelling   tecture   mentation
                                                                Deploy-
   Idea   Concept                                     Testing
                                                                ment
                    User
                                Visuals   Templates
                    Interface
Drupal Consulting


                    Data        Archi-    Imple-
                    Modelling   tecture   mentation
                                                                Deploy-
   Idea   Concept                                     Testing
                                                                ment
                    User
                                Visuals   Templates
                    Interface
Drupal Auditing


                    Data        Archi-    Imple-
                    Modelling   tecture   mentation
                                                                Deploy-
   Idea   Concept                                     Testing
                                                                ment
                    User
                                Visuals   Templates
                    Interface
Typical Roles in Such
Projects
Masters Drupals        Knows Drupal
 Software architect    Concept designer
 Developer             Visual designer
 HTML Developer        User interface designer
 Test Engineer         Project manager
 Systems Engineer      QA manager
                        Sales + account managers
HIRING
(GOOD)
PEOPLE
Hiring Right People
 Drupal experts are a rare breed
   Nowadays in Finland, demand exceeds supply
   Has been case almost 2-3 years
 Chances are that you cannot find ready-made
  Drupalists
 Instead, you have to hire good people and help
  them to grow to be Drupal experts
What Kind of People to
Hire?
 The answer depends on the area the people are
  working in
 Can be roughly divided in two
   Back-end / PHP
   Front-end / HTML + JS
Back-end / PHP
 Theoretical knowledge and practical experience in
  programming – preferably with several languages
    Includes also databases, basic protocols and such
    Extra points from CMS, high-availability
     experience, protocol programming, or open source
     projects
 Experience with various systems is a big plus
    Gives perspective and helps to choose the best fitting
     solution for each problem
 Earlier experience with LAMP stack is not that
  important, it is pretty simple system to learn
Front-end / HTML + JS
 Experience working with HTML
   HTML5 + mobile is a big plus these days
   Browser testing experience
 For JS programmers, either earlier experience
  with JS or good background in programming in
  general
   You either get good people with jQuery et al.
    experience, or you get excellent JS programmers
What Kind of People to
Hire?
 Fast learners
     People that can learn with several methods;
      reading, doing, discussing, etc.
   Open-minded towards new things, flexible
   Communicative and friendly
   Knows her limitations and is able to ask for help
   Has a will to serve and help the customer, using
    the technology as a tool – not vice versa
Who Should Be Avoided?
 People with near-zero programming experience
 People that have stopped learning new things
 Those that do not want to be in any touch with
  customers, sales, or management
 People that start to propose solutions before
  discussing the challenges first
   Those that think that technology is an answer to all
    problems
 Zealots and pessimists
   They reduce the energy level of the organisation
GROWING THE
EXPERIENCE
How to Grow the
Experience?
 We have found that the best way to learn is to:
   Fast induction training at the beginning to learn the
    company way of working and policies
   Start working on a real project
   Get mentoring from a senior colleague
   Encourage the new joiner to ask for help
   Have internal support and training mechanisms in
    place
   Have supporting and easy-going environment
Minimise Hassle
 Time spent on practical issues (version control
  hassles, coding standard hiccups, etc.) should
  be minimised
 Use proper set-ups, short trainings, and
  mentoring
 On the other hand, don’t try to solve all problems
  beforehand
   Some of them actually do not exist
Working Methodologies
 The key is to share the knowledge
    Designing and assessing the system and its components in
     pairs
    Nominating experts for certain topics
     (security, performance, databases, …) and making sure that
     the organisation knows these people
    Having internal audit or reading each other’s code
    Always explaining the reasoning behind a decision that has
     been made before the person has joined the company
 The flow goes both ways
    The new joiner can be expert on something that the company
     is missing
    Make sure that you listen to her carefully
Keeping the Talent
 Have meaningful tasks
    Enough variation in work
    Challenges that can be solved, but not immediately
    Enough power and responsibility
 Provide a lot of possibilities to learn and develop
  oneself
 Make sure that compensation is on the right level
    When done, money typically stops mattering that much
 Have supporting organisation in a top-notch
  shape, too
HOW TO BUILD A
DRUPAL
ORGANISATION?

(As a Customer)
Know What You Want to
Achieve
 There are several levels of experience:
     Purchasing Drupal systems
     Executing Drupal based projects
     Maintaining Drupal systems
     Developing systems
        Small-scale development
        System level development
Purchasing Drupal
Projects
 You need to understand (roughly) when to use
  Drupal and when to use something else
 You need to know the most suitable Drupal
  vendors
    Typically, there are not that many
    Consider also going beyond your own country
    Make sure that your vendor plays well with other
     stakeholders, such as ad agency or concept studio
 You should know the fair price for the project
Executing Drupal Based
Projects
 Understanding what is easy, what is hard, and
  what is downright impossible with Drupal
    Don’t pay high fees for low-hanging fruits
 Understanding how to test and verify Drupal
  based sites
    External QA companies do not provide Drupal
     related consulting, yet
 Possibility to have the project results audited, if
  doubting the quality or performance
Maintaining Drupal
Systems
 Basic understanding of the Drupal way of
  working
 Good knowledge of Drupal admin interface
   Including the most important modules in your system
   Get trained, if needed
 Basic troubleshooting skills
   Including also LAMP stack
 Understanding of Drupal’s and other systems’
  log files
Small-Scale Development
 Good LAMP skills
 Good understanding of Drupal workflow
   Including module system and hooks
 Familiarity with community modules
 Knowledge of Drupal templates and HTML
  coding in general
 Ability to read code
 Quality assurance skills
System Development
 The same rules apply here as working with
  Drupal vendors
   In practice, you need to master all basic items and all
    advanced items that are relevant to your service
 You can also have a hybrid model that you hire
  a few external Drupal developers to help you
  with your soft points
   Make sure that you learn their tools of trade, too
EXECUTING
DRUPAL
PROJECTS

(As a Customer)
Drupal Projects
 Drupal projects are as any other midscale / large
  CMS project that is using an open source platform
    No support from system vendor, but a vibrant community
     and a lot of players eager to help you
 The system is complex, so have at least one senior
  Drupal expert in the project team
    For example, the sheer number of available modules
     require good knowledge of the community
 Try to use as much third party code as feasible
Multivendor Projects with
Drupal
 Typical multivendor setting is as follows:
    One company takes care of technology (i.e. Drupal)
    Other company takes care of concept, visuals, and HTML
    You, as a customer, act as a middleman and project
     manager
 Sometimes there are more stakeholders:
    Vendor of previous CMS providing support
    Integration point owners
 Communication, clear responsibilities, and
  willingness to help are required for success
    Stop turf wars immediately
Key to Success with
Drupal
 A working system is the most critical result of the
  project
    Keep the implementation vendor up to date in all
     decisions
    Let them train others in the peculiarities of Drupal (and be
     responsible for the results, too)
    HTML coding and Drupal templates should be done by
     the same company, typically Drupal implementation
     vendor
 Budget enough time for integrations and migration
WRAP-UP
To be Successful with
Drupal
 Make sure that you know where you are going
    Have a rough plan how to get there and understand what
     is needed from you
 Hire right kind of people and let them learn and
  master Drupal
    Provide challenges, ways to develop oneself, and enough
     responsibility with equal amount of power
    Don’t stand on their way
 Keep a good handle on project execution
 Customers, understand enough to be able to push
  the vendors and demand proper implementations
QUESTIONS?
COMMENTS?

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Growing and Managing Drupal Organisations

  • 2. Growing and Managing Drupal Organisations  About Exove and myself  Building Drupal organisations as a vendor  Hiring talented people  Growing the experience  Building Drupal organisations as a customer  Executing projects
  • 3.
  • 4. Exove is one of the leading Nordic and Baltic companies specialising in open source web services design and development.
  • 5. Helsinki, Finland 47 Designers 5 Developers 35 Sales & mgmt 7 Tallinn, Estonia 7 Designers 1 Developers 6
  • 6. Our Approach Understanding Power of open your business source Our expertise
  • 7. Our Approach Understanding Power of open your business source Our expertise
  • 8. Our Approach Understanding Power of open your business source Our expertise
  • 9. Results Beautiful, fu nctional & business- driven services
  • 10.
  • 11. Janne Kalliola is founder and CEO of Exove He has strong technical background on PHP, Java, and C He has been leading product development in telecom middleware and MySQL clustering companies He has been working with Internet publishing since 1997
  • 12. HOW TO BUILD A DRUPAL ORGANISATION? (As a Vendor)
  • 13. It depends on what you are selling.
  • 14. Web Site Value Chain Data Archi- Imple- Modelling tecture mentation Deploy- Idea Concept Testing ment User Visuals Templates Interface
  • 15. Drupal Implementation Data Archi- Imple- Modelling tecture mentation Deploy- Idea Concept Testing ment User Visuals Templates Interface
  • 16. Drupal Design Data Archi- Imple- Modelling tecture mentation Deploy- Idea Concept Testing ment User Visuals Templates Interface
  • 17. Drupal Consulting Data Archi- Imple- Modelling tecture mentation Deploy- Idea Concept Testing ment User Visuals Templates Interface
  • 18. Drupal Auditing Data Archi- Imple- Modelling tecture mentation Deploy- Idea Concept Testing ment User Visuals Templates Interface
  • 19. Typical Roles in Such Projects Masters Drupals Knows Drupal  Software architect  Concept designer  Developer  Visual designer  HTML Developer  User interface designer  Test Engineer  Project manager  Systems Engineer  QA manager  Sales + account managers
  • 21. Hiring Right People  Drupal experts are a rare breed  Nowadays in Finland, demand exceeds supply  Has been case almost 2-3 years  Chances are that you cannot find ready-made Drupalists  Instead, you have to hire good people and help them to grow to be Drupal experts
  • 22. What Kind of People to Hire?  The answer depends on the area the people are working in  Can be roughly divided in two  Back-end / PHP  Front-end / HTML + JS
  • 23. Back-end / PHP  Theoretical knowledge and practical experience in programming – preferably with several languages  Includes also databases, basic protocols and such  Extra points from CMS, high-availability experience, protocol programming, or open source projects  Experience with various systems is a big plus  Gives perspective and helps to choose the best fitting solution for each problem  Earlier experience with LAMP stack is not that important, it is pretty simple system to learn
  • 24. Front-end / HTML + JS  Experience working with HTML  HTML5 + mobile is a big plus these days  Browser testing experience  For JS programmers, either earlier experience with JS or good background in programming in general  You either get good people with jQuery et al. experience, or you get excellent JS programmers
  • 25. What Kind of People to Hire?  Fast learners  People that can learn with several methods; reading, doing, discussing, etc.  Open-minded towards new things, flexible  Communicative and friendly  Knows her limitations and is able to ask for help  Has a will to serve and help the customer, using the technology as a tool – not vice versa
  • 26. Who Should Be Avoided?  People with near-zero programming experience  People that have stopped learning new things  Those that do not want to be in any touch with customers, sales, or management  People that start to propose solutions before discussing the challenges first  Those that think that technology is an answer to all problems  Zealots and pessimists  They reduce the energy level of the organisation
  • 28. How to Grow the Experience?  We have found that the best way to learn is to:  Fast induction training at the beginning to learn the company way of working and policies  Start working on a real project  Get mentoring from a senior colleague  Encourage the new joiner to ask for help  Have internal support and training mechanisms in place  Have supporting and easy-going environment
  • 29. Minimise Hassle  Time spent on practical issues (version control hassles, coding standard hiccups, etc.) should be minimised  Use proper set-ups, short trainings, and mentoring  On the other hand, don’t try to solve all problems beforehand  Some of them actually do not exist
  • 30. Working Methodologies  The key is to share the knowledge  Designing and assessing the system and its components in pairs  Nominating experts for certain topics (security, performance, databases, …) and making sure that the organisation knows these people  Having internal audit or reading each other’s code  Always explaining the reasoning behind a decision that has been made before the person has joined the company  The flow goes both ways  The new joiner can be expert on something that the company is missing  Make sure that you listen to her carefully
  • 31. Keeping the Talent  Have meaningful tasks  Enough variation in work  Challenges that can be solved, but not immediately  Enough power and responsibility  Provide a lot of possibilities to learn and develop oneself  Make sure that compensation is on the right level  When done, money typically stops mattering that much  Have supporting organisation in a top-notch shape, too
  • 32. HOW TO BUILD A DRUPAL ORGANISATION? (As a Customer)
  • 33. Know What You Want to Achieve  There are several levels of experience:  Purchasing Drupal systems  Executing Drupal based projects  Maintaining Drupal systems  Developing systems  Small-scale development  System level development
  • 34. Purchasing Drupal Projects  You need to understand (roughly) when to use Drupal and when to use something else  You need to know the most suitable Drupal vendors  Typically, there are not that many  Consider also going beyond your own country  Make sure that your vendor plays well with other stakeholders, such as ad agency or concept studio  You should know the fair price for the project
  • 35. Executing Drupal Based Projects  Understanding what is easy, what is hard, and what is downright impossible with Drupal  Don’t pay high fees for low-hanging fruits  Understanding how to test and verify Drupal based sites  External QA companies do not provide Drupal related consulting, yet  Possibility to have the project results audited, if doubting the quality or performance
  • 36. Maintaining Drupal Systems  Basic understanding of the Drupal way of working  Good knowledge of Drupal admin interface  Including the most important modules in your system  Get trained, if needed  Basic troubleshooting skills  Including also LAMP stack  Understanding of Drupal’s and other systems’ log files
  • 37. Small-Scale Development  Good LAMP skills  Good understanding of Drupal workflow  Including module system and hooks  Familiarity with community modules  Knowledge of Drupal templates and HTML coding in general  Ability to read code  Quality assurance skills
  • 38. System Development  The same rules apply here as working with Drupal vendors  In practice, you need to master all basic items and all advanced items that are relevant to your service  You can also have a hybrid model that you hire a few external Drupal developers to help you with your soft points  Make sure that you learn their tools of trade, too
  • 40. Drupal Projects  Drupal projects are as any other midscale / large CMS project that is using an open source platform  No support from system vendor, but a vibrant community and a lot of players eager to help you  The system is complex, so have at least one senior Drupal expert in the project team  For example, the sheer number of available modules require good knowledge of the community  Try to use as much third party code as feasible
  • 41. Multivendor Projects with Drupal  Typical multivendor setting is as follows:  One company takes care of technology (i.e. Drupal)  Other company takes care of concept, visuals, and HTML  You, as a customer, act as a middleman and project manager  Sometimes there are more stakeholders:  Vendor of previous CMS providing support  Integration point owners  Communication, clear responsibilities, and willingness to help are required for success  Stop turf wars immediately
  • 42. Key to Success with Drupal  A working system is the most critical result of the project  Keep the implementation vendor up to date in all decisions  Let them train others in the peculiarities of Drupal (and be responsible for the results, too)  HTML coding and Drupal templates should be done by the same company, typically Drupal implementation vendor  Budget enough time for integrations and migration
  • 44. To be Successful with Drupal  Make sure that you know where you are going  Have a rough plan how to get there and understand what is needed from you  Hire right kind of people and let them learn and master Drupal  Provide challenges, ways to develop oneself, and enough responsibility with equal amount of power  Don’t stand on their way  Keep a good handle on project execution  Customers, understand enough to be able to push the vendors and demand proper implementations