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
2. Hello, can you build me an eCommerce website?
3. Sure, what’s your budget and timescale?
4. $20k, we need it live next month. I’ll send you the brief.
5. What the agency’s thinking: PayPal WordPress WooCommerce Canvas Theme Some CSS
6. What the agency’s thinking: PayPal WordPress WooCommerce Canvas Theme Some CSS 30 day warranty
7. What the client’s thinking: Amazon With a bit of Facebook That thing that Youtube does Search like Google Related products like
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
9. Client brief Client budget
10. Sales Production Weirdish, wild space
11. Sales Production Discovery & Definition Aligns vision, requirements and expectations to bridge the gap between sales and production.
12. Discovery & Definition structure Discovery Definition Playback 1 2 3
13. 1 Discovery Meeting with stakeholders Q&A interview Challenge assumptions
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
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
16. 2 Definition Research Prototyping / feasibility Wireframing Tech specs
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
18. 3 Playback Present wireframes Demonstrate user journeys Discuss risk register Proposal
19. Demonstrate key user journeys £ £ £ Checkout £ Product Add to cart Thanks for your order Click here to download your products Success email
20. What are the outputs? Soft Ways of working Trust Understanding Hard Wireframes Technical specification Statement of work
21. Sign on the dotted line?
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
23. Thank you & questions by David Lockie Founder & Director @ @pragmaticweb d@pragmatic-web.co.uk