David Lockie - Discovery & Definition: The Key to a Successful WooCommerce Project

David Lockie has worked with WordPress for around eight years, first as a dabbler, then as a freelancer, now as founder and entrepreneur. Along the way he’s found purpose, passion and success. He lives in Brighton, UK, with his family and loves fitness, mountain biking and whiskey.

Discovery & Definition: The key to a successful WooCommerce project

Exploring our proven discovery and definition process, I’ll show you how you can make your clients happy through early project planning by covering:

– What client documents and tools you’ll need access to.
– Who you’ll need to speak to within your client’s organisation.
– Establishing your client’s eCommerce requirements.
– Understanding your client’s resources.
– Managing expectations from the onset.
– How to write a super clear project brief.

Transcript

1. MAIN ROOM WOOCONF2016 LOCKIE DAVID 11:20 MAIN ROOM NEXT WOOCONF2016 DISCOVERY & DEFINITION: THE KEY TO A SUCCESSFUL WOOCOMMERCE PROJECT DEVELOPER TRACK
2. Discovery & Definition David Lockie Founder & Director @ The key to a successful WooCommerce project @pragmaticweb
3. Hello, can you build me an eCommerce website?
4. Sure, what’s your budget and timescale?
5. $20k, we need it live next month. I’ll send you the brief.
6. What the agency’s thinking: PayPal WordPress WooCommerce Canvas Theme Some CSS
7. What the agency’s thinking: PayPal WordPress WooCommerce Canvas Theme Some CSS 30 day warranty
8. What the client’s thinking: Amazon With a bit of Facebook That thing that Youtube does Search like Google Related products like
9. 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
10. Client brief Client budget
11. Sales Production Weirdish, wild space
12. Sales Production Discovery & Definition Aligns vision, requirements and expectations to bridge the gap between sales and production.
13. Discovery & Definition structure Discovery Definition Playback 1 2 3
14. 1 Discovery Meeting with stakeholders Q&A interview Challenge assumptions
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. 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
17. 2 Definition Research Prototyping / feasibility Wireframing Tech specs
18. 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
19. 3 Playback Present wireframes Demonstrate user journeys Discuss risk register Proposal
20. Demonstrate key user journeys £ £ £ Checkout £ Product Add to cart Thanks for your order Click here to download your products Success email
21. What are the outputs? Soft Ways of working Trust Understanding Hard Wireframes Technical specification Statement of work
22. Sign on the dotted line?
23. 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
24. Thank you & questions by David Lockie Founder & Director @ @pragmaticweb d@pragmatic-web.co.uk