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How to deliver with a Minimum Viable Team, G-Cloud …. and some tools

Mark Craddock
February 04, 2016

How to deliver with a Minimum Viable Team, G-Cloud …. and some tools

Unified Patent Court - How to deliver with a Minimum Viable Team, G-Cloud ….and some tools

Mark Craddock

February 04, 2016
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  1. Challenge Mission • 382 Rules of Procedure • Still being

    updated, modified and reviewed • ~52 Input Forms • Unknowns • No Staff • Number of courts • Number of cases • Number of internal users • Number of external users • Infrastructure requirements • Detailed Scope • Expect everything to change • Timescales – Court Live by January ‘16
  2. Challenge Mission • 25 Member States • 5 Workstreams •

    Finance, Legal, IT, Facilities, HR & Training • Executive Committee • Expert Panel • Steering Boards • Preparatory Committee • 1,000s Lawyers / Patent Attorneys Across Europe • Europe's Top Judges
  3. Scope ….ish •Annex II to the Annex of Council Document

    7265/13: • Develop and test software: • Electronic filing and case management system • accessible on line for UPC judges and staff • secure exchange of documents internally and externally (between the UPC and parties, who should be able to file submissions and documents in electronic form) • Public on-line inspection of certain parts of the files • Comprehensive court website
  4. Approach • Minimal Viable Team • Hacker, Hustler and Hipster

    • Principles • Configure / Show / Iterate • Utility Computing • Consumption Based Pricing • Commodity Infrastructure • Agile Delivery • Working with users • Prototyping • Iterative Development
  5. Approach • Platform • Existing Platform • Configured to User

    Stories • 80/20 Configure / Development • Reuse, reuse, reuse • API, Third Party Integration • Flexible Contracts • G-Cloud
  6. Minimal Viable Team • Hustler, Hipster, Hacker • Hustler –

    Generate outside interest • Hipster – Great customer experience • Hacker – Build stuff • Personality Traits • Go-Getter, Die-Hard, Disciplined, Extroverted, Networker • Creative, Empathetic, Thoughtful, Good communicator, Minimalist • Analytical, Structured, Reliable, Focused, Stress-resistant
  7. Principles • Start with needs: The design process must start

    with identifying and thinking about real user needs. We should design around those. We must understand those needs thoroughly — interrogating data, not just making assumptions — and we should remember that what users ask for is not always what they need. • Utility computing: We prefer to use services that can be provided to us by a third party as a utility (rather like a metered service based on need) as opposed to creating or managing services ourselves.
  8. Principles • Reuse: ICT will be made up of components

    that can be used in many different situations and shared more widely between different parts of the UPC and partners, rather than each problem or requirement being addressed individually. • Open Standards: We strongly prefer technologies that are openly available, rather than the exclusive property or product of a particular company or organisation. – ODF v1.2 Internal Documents
  9. Principles • Risk based approach: We will make decisions on

    how to provide services based on a balanced understanding of risk and reward. • Any user device: We will provide our services to any appropriate and suitably secured device, whether or not it is owned and managed by UPC.
  10. Principles • Iterate. Then iterate again: The best way to

    build effective services is to start small and iterate wildly. Release Minimum Viable Products early, test them with real users, move from Alpha to Beta to Launch adding features and refinements based on feedback from real users.
  11. Timescales • July – August ‘14 • Create Prototype Requirements

    • September ’14 • Prototype Mini Tender • October ‘14 • Prototype
  12. Timescales • November ‘14 • Develop OJEU Requirements • December

    ‘14 • Issue OJEU • January – June ‘15 • OJEU Process
  13. Timescales • July ’15 • Kickoff • Wireframes • Personas

    • Reuse Prototyped Forms • August/September ‘15 • Alpha Deployed • User Workshops • Start Feedback
  14. Timescales • October ‘15 • Integration with Payment Provider, Barclaycard

    • Show / Configure / Iterate • November ’15 • User Workshops • Show / Configure / Iterate • December ’15 • BETA Released • Show / Configure / Iterate
  15. Timescales • January ’16 • Initiate Handover to Luxembourg •

    February ‘16 • Two Factor Authentication via Mobile OTP • Via G-Cloud • Pilot Integration with STORK 2.0 / eSENS • EU eID for individuals and companies • Additional Development on Internal APIs • March ‘16 • Publish Draft External API • Via Apigee • Finalise Handover
  16. Procurement • Requirements • User Stories • Rules of Procedure

    • Security Specifications • Easy In / Easy Out • Future User Workshops • Consumption Based Contract • Prototype • Used G-Cloud Framework • 2 Weeks Requirements • 2 Weeks Response • Demo / Prove It • 4 Weeks Build/Configure • Feedback Workshops with Users • London, Paris, Munich, Online
  17. Procurement •Full EU Compliant OJEU • Why? • European Funding

    • UK Challenged OJEU Approach • Why Not? • Not necessary, could have used G-Cloud Framework • or Digital Outcomes and Specialists • Could have reduced timescales by 6 months • Could have reduced resource costs by 6 months
  18. Procurement • Repeat Lessons Learnt from Prototype • Prove IT

    < Large weighting in procurement • “We Can Do It” - Prove It! • Handful of selected User Stories • 2 Weeks to respond • Presentation / Demo • Proved principles of Agile, platform approach
  19. Approach • Task Based Approach • Join Tasks / Processes

    • Configure / Show / Iterate • Workshops • London, Stockholm • The Hague, Luxembourg • Dusseldorf, Munich • Rome, Paris
  20. Approach • Continuous Release • ~Every Thursday • Small Changes

    • New Forms • Updated Forms • New Workflow • Updated Workflow
  21. Service / Support • Suppliers Responsible for Their Own Stack

    • Collaboration Agreement • External Monitoring • Public Dashboard • Defined SLAs
  22. Our Tools • Huddle – Collaboration • Jira - Development

    • BugHerd – User feedback • CloudFlare – Security, CDN, DDOS • Monitis – System monitoring, alerting • Mailchimp – Communications • Eventbrite – Events Management • Google Analytics – Who are our customers, what are they doing
  23. Our Tools • Load Impact – Load and performance testing

    • Infogr.am – Infographics, comms • Procontract – Online tendering • Inline Manuals & Demo Builder – Online tutorials • Kimonolabs – Website data scraper • Postman – RESTful API Client
  24. Huddle • Distributed Team • Newport, Wales • Brighton, England

    • Bologna, Italy • Central Document Repository • For All Stakeholders • 25 Member States • Pay / User • Manage High Level Tasks • People Directory • Document Approvals
  25. Jira • Distributed Team • Newport, Wales • Brighton, England

    • Bologna, Italy • Website Development • Case Management Development
  26. BugHerd • User Feedback • £20 / Month • Priorities

    • Assignment • Task Monitoring • Integration to JIRA
  27. Google Analytics • Who? • What? • Where? • When?

    • Webmaster Tools • Search Data
  28. Monitis • External Website Monitoring • Performance • Page load

    • All services inc, HTTP, SMTP • End User Monitors • Availability • SLA – Agreed with Suppliers • Internal Dashboard • External Dashboard • Keeps Suppliers Honest • performance.unified-patent-court.org
  29. CloudFlare • CDN • Consistent Global Performance • DDOS Protection

    • Instant Website Transition • No DNS Propagation • DNS Management • Friction Free
  30. Postman REST Client • Used to test RESTful APIs •

    Test and document RESTful APIs • Synchronise across devices • Publish to public with documentation
  31. We don’t really care, but • Case Management System •

    Alfresco – Document Management • Liferay – Content Management System • Activiti – Workflow • Corporate Website • Drupal • Email • Zarafa • Hosting • VMware vCloud
  32. Technology Stack • What we do care about • Pay

    / Use • Per User, per Gb, per Case • Open Standards • SAML, RESTful, XML, ODF • UK Government Open Standards Principles • www.gov.uk/government/publications/open-standards-principles/open-standards-principles • Agile • Prove it • Flexibility • Expect everything to change
  33. Open Source • Open source and proprietary must be treated

    equally < Open standards are your friend
  34. Identity Management • Pilot - STORK 2.0 • Individuals •

    Companies • EU Project • 270 Million Citizens Across Europe • Users can use their national eID to authenticate • Users can also authenticate as a representative of a company • 19 Hubs federated across EU
  35. API Management • Investigating Apigee • Security • PCI Compliance

    • Caching • Monetization • End User Analytics • Throttling • Reporting
  36. Roadmap • User Needs • Features & Benefits • Features

    are good, but what are the benefits • Are these features needed? • Rhythms & Events • Regular events • Legislation changes • Architecture & Systems • Technology changes required to support above
  37. Roadmap Case Management System Roadmap – January ‘16 Architecture &

    Systems Rhythms & Events Features & Benefits User Needs October ‘15 November ‘15 December ‘15 January ‘16 February ‘16 March ‘16 April ‘16 May ‘16 June ‘16 August ‘16 July ‘16 Stockholm Workshop The Hague Workshop Luxembourg Workshop Munich Workshop Duseldorf Workshop Rome Workshop Central Email / File Service for Court Two Factor Authentication ------------------------ Improved Security Updated User Interface ----------------------- Improved Ease of Use 18th Edition Rules of Procedure Published European Judges’ Forum Enhancements Improvements based on Workshop Feedback Enhancements Improvements based on Workshop Feedback Enhancements Improvements based on Workshop Feedback Enhancements Improvements based on Workshop Feedback Enhancements Improvements based on Workshop Feedback Fees Agreed Corporate Website Alpha Two Factor Authentication Service Handover to UPC IT Team Budapest Training Centre Mediation / Arbitration Centre Credit Payment Service Credit Card Payments ----------------------- Improved Ease of Payment Patent Opt-out Infringement Action New Input Form Handover of court output templates from drafting committee Corporate Website Beta Corporate Website Live Central Court Email / File service production infrastructure Digital Certificate Service All Services over HTTPS ------------------------- Improved Security User Interface ------------------------ Case Navigation (1st release) USer interface and Document management Multiple Claimants and Defendants Updated Users Structure Role Based Access Court Configuration Lists Functionality --------------------------------------- European Patent Attourneys Court Experts Arbitrators Mediators Languages User Interface ----------------------- Roles and usability improvements Opt-Out and Withdraw Enhancements -------------------------------- Isolate payment from form completion Basket for Payments ----------------------- Improved Ease of Payment Representative Lists ----------------------- Representative can register to appear in online searchable directory Court letters and orders updated Court Expert List ------------------------- Court Experts can register to appear in online searchable directory Calendar and user interface improvements Lists Functionality Judges Admin interface User Interface ----------------------- Case Navigation (2nd release) Calendar and tree view integration) Actions and Applications (list 2) Actions and Applications (list 1) Various Optimisations Automated Emails Localisation Responsiveness Mobile Support All fees updated in Case Management System External APIs (Interface to external systems) ------------------------ Query/Read Court Open Data Production Case Management System Cluster optimisation Production Case Management System Infrastructure Released Mobile Access to Court Calendars Enhancements ---------------------------------------------- Improvements based on Continuous Feedback via BugHerd Court of Appeal Multiple Representatives API Caching/Security/Rate Limiting Service Enhancements Improvements based on Workshop Feedback Alpha Internal API Service Production Internal API Service Call for Arbitrators / Mediators / Court Experts / European Patent Attorneys Representative Lists ----------------------- European Patent Attorneys can register to appear in online searchable directory Contract Novation to UPC Kevin Mooney / Drafting Committee IT Working Group Chaired by UPC IT Working Group Chaired by IPO Final Language Translations / Versions Registrar Security Operating Procedures ISMS Recruitment UPC IT Lead / Team Kevin Mooney / Drafting Committee Certified Forms / Templates Tuning of system for internal court users ----------------------------------------------------------------- Configuration for Mediation and Arbitration Centre ----------------------------------------------------------------- Infrastructure to support Mediation & Arbitration Centre Corporate Website Integration with Case Management System
  38. Platform • Suppliers working together on new services / solutions

    • Demand for access to API • Expose platform to Citizens / Suppliers