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Setting Up Clients for EE Success
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Angie Herrera
June 12, 2013
Technology
1
95
Setting Up Clients for EE Success
Slide deck from my talk at Engine Summit 2013.
Angie Herrera
June 12, 2013
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Transcript
Setting Clients Up for EE Success Engine Summit 2013 Angie
Herrera // @angieherrera
[email protected]
1
It’s up to devs to make EE even awesomer. 2
+ Clients = Awesome
Three Ingredients Planning: making sure you know what’s involved CP
Tweaks: cleaning up the UI for efficiency Education: teaching your clients how to use EE 3
Ingredient 1: Planning Critical for the other two ingredients. Should
be a part of your IA phase. 4 Two docs that work for us: Site Content Outline Internal Site Plan
Site Structure Outline Two key components: Site Map 5 Content
Outline
Site Map 6
Content Outline 7
Internal Site Plan 8 Key pieces for our purposes: URL
Map & Channel Map
URL Map 9
Channel Map 10
Ingredient 2: Tweak the CP Add-ons: CP Theme Add-ons: Other
Enhancements 11 Field Instructions Publish Layouts
CP Theme 12 http://dvt.ee/nerdcp
override.css 13 http://cl.ly/PVP7
Zoo Flexible Admin 14 http://dvt.ee/flxadmn
Superfish EE Control Panel 15 http://dvt.ee/sprfsh
Zenbu 16 http://dvt.ee/zenbu
DashEE 17 http://dvt.ee/adp1DuG
Field Instructions 18
Publish Layouts 19
Entry Layout 20 “One channel, many entries, many layouts.” http://dvt.ee/adveL3V
Ingredient 3: Training / Education 21
In-Person Training + Builds rapport with your client 22 –
Clients might forget
Video Training 23 + Client sees visuals beyond a screenshot
– Time consuming to do right – Difficult to update
Text-Based Docs 24 + Readily available + Relatively easy to
update – Not a lot of negatives
Hybrid Approach 25 Outline major sections & steps Go through
the steps & correct as needed Use a file-based CMS or documentation software Create videos for complex things Create videos for common pieces like text editors HTML/Text & Videos
Advantages 26 + Bootstrap the shell of the docs +
Docs can live in repo + Use as a guide for in-person training
Go the Extra Mile! 27 Always plan ahead Customize for
your client’s needs Training is key to helping them love EE It’s just good business.
Thank you! 28