Setting Up Clients for EE Success

Slide deck from my talk at Engine Summit 2013.

Transcript

1. Setting Clients Up for EE Success Engine Summit 2013 Angie Herrera // @angieherrera angie@420creative.com 1
2. It’s up to devs to make EE even awesomer. 2 + Clients = Awesome
3. 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
4. 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
5. Site Structure Outline Two key components: Site Map 5 Content Outline
6. Site Map 6
7. Content Outline 7
8. Internal Site Plan 8 Key pieces for our purposes: URL Map & Channel Map
9. URL Map 9
10. Channel Map 10
11. Ingredient 2: Tweak the CP Add-ons: CP Theme Add-ons: Other Enhancements 11 Field Instructions Publish Layouts
12. CP Theme 12 http://dvt.ee/nerdcp
13. override.css 13 http://cl.ly/PVP7
14. Zoo Flexible Admin 14 http://dvt.ee/flxadmn
15. Superfish EE Control Panel 15 http://dvt.ee/sprfsh
16. Zenbu 16 http://dvt.ee/zenbu
17. DashEE 17 http://dvt.ee/adp1DuG
18. Field Instructions 18
19. Publish Layouts 19
20. Entry Layout 20 “One channel, many entries, many layouts.” http://dvt.ee/adveL3V
21. Ingredient 3: Training / Education 21
22. In-Person Training + Builds rapport with your client 22 – Clients might forget
23. Video Training 23 + Client sees visuals beyond a screenshot – Time consuming to do right – Difficult to update
24. Text-Based Docs 24 + Readily available + Relatively easy to update – Not a lot of negatives
25. 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
26. Advantages 26 + Bootstrap the shell of the docs + Docs can live in repo + Use as a guide for in-person training
27. 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.
28. Thank you! 28