Discovery & Definition: The Key to a Successful WooCommerce Project

This deck was presented at WooConf on 7th April 2016 in Austin, TX.

My talk was about my proven Discovery & Definition process that allows you to ensure client happiness through early project planning.

Transcript

1. Discovery & Definition
   David Lockie
   Founder & Director @
   The key to a successful
   WooCommerce project
   @pragmaticweb
   

   View Slide

2. Hello,
   can you build me
   an eCommerce
   website?
   

   View Slide

3. Sure,
   what’s your budget
   and timescale?
   

   View Slide

4. $20k,
   we need it live next
   month. I’ll send you
   the brief.
   

   View Slide

5. What the
   agency’s
   thinking:
   PayPal
   WordPress
   WooCommerce
   Canvas
   Theme
   Some CSS
   

   View Slide

6. What the
   agency’s
   thinking:
   PayPal
   WordPress
   WooCommerce
   Canvas
   Theme
   Some CSS
   30 day
   warranty
   

   View Slide

7. What the
   client’s
   thinking:
   Amazon
   With a bit of
   Facebook
   That thing that
   Youtube does
   Search like
   Google
   Related
   products like
   

   View Slide

8. What the
   client’s
   thinking:
   With a bit of
   Facebook
   That thing that
   Youtube does
   Search like
   Google
   Unlimited
   lifetime support
   Amazon
   Related
   products like
   

   View Slide

9. Client brief Client budget
   

   View Slide

10. Sales Production
    Weirdish, wild space
    

    View Slide

11. Sales Production
    Discovery & Definition
    Aligns vision, requirements and
    expectations to bridge the gap
    between sales and production.
    

    View Slide

12. Discovery & Definition structure
    Discovery Definition Playback
    1 2 3
    

    View Slide

13. 1 Discovery
    Meeting with
    stakeholders
    Q&A interview
    Challenge
    assumptions
    

    View Slide

14. Some key WooCommerce requirements
    Types of product
    Simple variable digital subscription
    Capacity planning
    Mean monthly traffic peaks
    lots of logged in users?
    Shipping rules
    Flat rate domestic download-only
    international
    Currencies
    $ £ € ¥
    Taxes
    EU VAT US state & local sales taxes
    Payment gateways
    PayPal Stripe GoCardless
    

    View Slide

15. Some key WooCommerce requirements
    Types of product
    Simple variable digital subscription
    Capacity planning
    Mean monthly traffic peaks
    lots of logged in users?
    Shipping rules
    Flat rate domestic download-only
    international
    Currencies
    $ £ € ¥
    Taxes
    EU VAT US state & local sales taxes
    Payment gateways
    PayPal Stripe GoCardless
    

    View Slide

16. 2 Definition
    Research
    Prototyping /
    feasibility
    Wireframing Tech specs
    

    View Slide

17. User journey planning and tech spec
    Product
    Adds product
    to cart
    Yes No
    Continues to
    checkout
    Types of product: Simple
    Capacity planning: Lots of logged in users
    Shipping rules: Download-only
    Currencies: £
    Taxes: EU VAT
    Payment gateways: PayPal
    Site tech spec
    

    View Slide

18. 3 Playback
    Present
    wireframes
    Demonstrate
    user journeys
    Discuss risk
    register
    Proposal
    

    View Slide

19. Demonstrate key user journeys
    £
    £
    £
    Checkout
    £
    Product
    Add to cart
    Thanks for your order
    Click here to download
    your products
    Success email
    

    View Slide

20. What are the outputs?
    Soft
    Ways of working
    Trust
    Understanding
    Hard
    Wireframes
    Technical specification
    Statement of work
    

    View Slide

21. Sign on the dotted line?
    

    View Slide

22. Tips for running successful
    Discovery and Definition meetings
    Bring cake
    Maintain pace, take breaks
    Cover breadth first, depth
    second
    This is consultancy, bill for it
    Involve your team e.g. Project
    Manager
    Decision-makers attendance
    

    View Slide

23. Thank you & questions
    by David Lockie
    Founder & Director @
    @pragmaticweb
    d@pragmatic-web.co.uk
    

    View Slide