Palestra "The importance of planning in CMS Projects" ministrada pela Just Digital na Drupal Picchu 2014, evento latino realizado em Cusco no Perú, para a comunidade de desenvolvedores Drupal. A palestra foi ministrada pelo João Paulo Seregatte da Just no lugar do Rafael Cichini.

2. #what we do
SEARCH
CONTENT
MANAGEMENT
TRAINING

3. #what we do
● consultancy;
● information architecture;
● portal, intranets and corporate network;
● custom modules;
● support;
● hosting management;
● custom training;

4. #sponsorship
We believe in Drupal!

5. years
7
#know-how
working in large and
important cases in Brazil
since 2007

6. #Rafael Cichini
COO and co-founder at Just Digital
Rafael is co-founder and vice
president at Drupal Association
Brazil
He works with CMS solutions since
1999 and with Drupal since 2005.

7. #Rafael Cichini
I would like to apologize for not being able to
attend, but we're working on a big deal of Drupal
in Brazil and I could not be away this week.
João Paulo is the right person to speak in my
place!
I hope you enjoy what we have to talk.

8. Just Digital
is a brazilian
company

9. But … in Brazil… there is much more than
carnival and girls

10. sure… more than soccer too!!!

11. We cook with Drupal in Brazil!

12. and we love it!

13. and we love it too!

14. But… we love more… we love Drupal for Enterprise!
Complexity and long time projects, challenges...

15. To make this happen… think more and run less

16. THE IMPORTANCE OF
PLANNING IN CMS PROJECTS

17. How to identify, predict, circumvent and solve
common problems early in the project, to ensure
growth and to be ready for the changes?

18. We have 4 pillars
Sales
Planning
Development
Management

19. Your project starts in sales process!
Sales
START
Planning
Development
Delivery a product
Management

20. Sales
START
Planning
Development
Management
Delivery a product
Management is a continuous process
and is present in entire project

21. Sales

22. You need to know what is the pain of your customer

23. Find the way to approve the project!
How to convince the BOARD
if you probably will not talk to whoever signs the agreement!

24. You need to follow an Enterprise Sales Methodology!
Qualification
Discovery
Solution
Validation
Deployment
Planning
Proposal &
Close
Deployment
Production

25. Qualification
Discovery
Solution
Validation
For each step, you need to answer
some questions and create a map
following these 4 pillars!
Deployment
Planning
Proposal &
Close
People?
Business
Value?
Technical
Solution?
Deployment?
Deployment
Production

26. Using a methodology you can answer questions like...
What is the
influence map?
What are the internal
politics?
Who is the sponsor?
Is there a budget?
Who are the competitors?
What is the decision timeline?
What source system is involved?
Who sign the
agreement?
What are the internal
politics?
What is the decision timeline?
Risks?

27. Talk about BUSINESS not technical features

28. MVP
Minimum Viable Product
PRODUCT
Sell product not project. CMS is for long life cycle!

29. The sales process for enterprise ... is truly hard!
But… like a movie… it's possible! Use the right approach!

30. Planning

31. If you want to deliver
happiness…
… try to sell your project
without scope!
Scope delivers features
… but doesn't deliver
happiness, satisfaction and
business value!

32. Coach your customer before the planning!
Coach all team of your customer!
They need to know about your product and your process!

33. Observe and stay close to your customer to know what is
being done in his planning, because it can affect your work!

34. You don't need 1,000,000 PSDs files :)
You just need a design guide like a bootstrap!

35. CMYK PRINT
CULTURE
Be careful, because agency and customers
love books with printed layouts :)

36. When we talk about products plan…
We are thinking about Vision, Mission, Success Goals, Roadmap
Jun
Nov
Fev
Aug
Apr
Mar
Oct
Jan
Jul
May
Dec
Sep

37. Methods and Methodologies
● AGILE MINDSET
●
●
●
●
●
●
●
●
Lean Startup Machine
Lean
Design Thinking
Focus group
Mind the product
Product Vision Box
Business Model Value
Business Model Canvas

38. Development

40. Code versioning
In large projects, probably you'll have more than one team working together

41. be prepared ... they may want to audit
your code

42. Feel comfortable to discuss about performance in high level!
Do not underestimate the IT teams… they are good at it!

43. Security is a top requirement in large companies!
You need to understand a lot about this issue and be prepared to hear, learn and
discuss with IT teams.

44. Probably you understand the importance about tests.
Take it seriously! Use it! Fight for it!

45. Don't worry… be happy!
You don't need a genius to deliver complex and large
products.

46. Management

47. Scrum or your own framework
We are using SCRUM because it give us more maturity and control.
You can use your own methodology, but you need to follow some!!!

48. Teams self organized
Trust in your team!!! They want to show their own work and ideas! You work with grown up.

49. Transparency!!!
It's important to conduct the project with transparency for your team and customer!

50. HEY!!! Pay Attention!
Transparency!!!
It's important to conduct the project with transparency for your team and customer!

51. Inspection and adaptation
it's a continuous process
Sales
Planning
Development
Remember…
Management
there is no rules… you need to find your own way!

52. If you check your process everyday...
Sales
Planning
Development
Management
you are ready for enterprise projects!

53. THANK YOU!
João Paulo
Technology Manager
joaopaulo@justdigital.com.br
Rafael Cichini
Chief Operating Oficer
rafael@justdigital.com.br

54. We are hiring :)
entrepara@justdigital.com.br