Meet Magento NYC Slide presentation "The Open Source Agency"

1. The Open Source Agency Customer Success!
Documentation
Marketing
Development
Integration
Accounting!
Out Sourcing
Collaborating for customer success.
Thesis: Run an agency with the same principle as Open Source Software
Collaborate with like agencies but they don’t have to be in the Magento realm

2. Chief Magento Evangelist for wagento.com
Brent Peterson
brent@wagento.com
Brent Peterson is the Chief Magento Evangelist and
Agency Coach at Wagento.com He has progressed
through the ranks; html, ASP, .net, MSSQL and finally
Magento. Open source has taught him that working
together is better than working in a silo. He loves to run,
bike, ski and sometimes swim, in that order. He is often
found at Magento events organizing running meetups
with his wife Susan.
Twitter: @brentwpeterson

3. "When it comes to software, I much prefer free software, because I
have very seldom seen a program that has worked well enough for
my needs, and having sources available can be a life-saver."
–Linus Torvalds
Said well by Linus Torvalds: When it comes to software, I much prefer free software, because I have very seldom seen a program that has worked well
enough for my needs, and having sources available can be a life-saver.
!
The key here is “Sources Available”

4. Sources Available…
Collective knowledge!
Standards & Common Practices!
Collaboration!
Talent Exchange!
Our source right now if the Magento community. Like Kurt said earlier, “The Magento Ecosystem is on the verge of falling apart.”

5. You can’t share everything
You need to decide
what to share, but
remember Open
Source works
because people
share ideas
OPEN SOURCE WORKS BECAUSE PEOPLE SHARE IDEAS

6. Community is the hero!
In order for this to work we will need to trust
one another and respect boundaries as
related to clients with agencies.!
Having a multitude of people behind it has
made Magento what it is today. The
Community is the real hero of Magento.
The only way that open source works is to have a community behind to make it work

7. WHY?
Start conversion about how we can make our customer experience better
This is bigger than what Kurt spoke about earlier and this goes across the boundaries of a Magento project. This could be for any project

8. Team Collaboration helps everyone bbyy sshhaarriingg iin oourr rreessoourrcceess
Customer Success #1 Our customers success is the primary
reason to encourage collaboration amongst
agencies.
Customer success is the #1 objective for any agency, after all if we didn’t have customers what would we be doing?

9. Open Source Agency Overview
Customer Success!
Documentation!
Marketing!
Development!
Integration!
Accounting!
Out Sourcing!
QA/UAT!
What are we going to talk about today? Again, this presentation is a starting point for a broader conversation about how we can better serve our
customers.

10. Standardizing the integration process
Development and
Integration
❖Deployments and Integration!
❖Source Control!
❖Art & Design!
❖Server Administration!
❖Developers!
Trying to Standardize the Integration Process - This helps everyone
I want to high light just a few items and give us an idea of what we can be sharing for ideas.
!

11. Deployments and Integration
!
❖How do you get the code to the server? !
❖3rd Party Deployments!
❖Capistrano!
❖Rsync!
❖FTP!
❖SCP
Ways of getting your code to servers

12. Deployments and Integration
!
❖ How do you get the code to the server?!
❖Who gets the code to the server? !
❖Hosting Company!
❖Developer!
❖Lead Tech!
❖Client?
Who is responsible for getting code to the server? One person or many? How do you manage it?

13. Deployments and Integration
!
❖ How do you get the code to the server?!
❖ Who gets the code to the server? !
❖How do you deal with clients editing their
live site?!
❖Who is responsible for code?!
❖How do you track changes?!
❖What if their kids get on their console?
How do you deal with the client that edits the code you just sent to the server
Who is responsible
How do you track changes
What if your clients kid gets access to the server

14. Deployments and Integration
!
❖ How do you get the code to the server?!
❖ Who gets the code to the server?!
❖How do you deal with clients editing their live site?!
❖How do you deal with clients insisting on
using Magento Connect?
Finally — How do you track changes?

15. Seriously, you better be using this.
Source Control
❖ GIT!
❖ SVN!
❖ Mercurial!
❖ Visual Source Safe
The important part is to educate the client on why they need to use source control and why they need to use Source Control.

16. Art &
Design
How do you keep you designer under control?
How do you let your client talk to your designer without having them use up all the hours on one project?
!L
et’s move on to the Developers
!

17. Art &
Design
How do you keep you designer under control?
How do you let your client talk to your designer without having them use up all the hours on one project?
!L
et’s move on to the Developers
!

18. Developers
How do you check code!
Code audits are important. Who does it, how often and when?!
Mage::code(‘audit’);
How do you check code

19. Developers
What is the minimum
number of certified
developers you need?!
!
Compared to non-certified?
!
What is a good ratio of certified vs regular developers

20. Developers
Roadmap to Certification!
Do you have an education plan in place?
Road map to certification?

21. Server Administration
What if you don’t have anyone in the office who can configure Varnish?
Who’s going to do Linux work if you don’t have anyone?

22. Developer Exchange
Taking this idea one step further, why not have a developer work in another agency’s office? !
!
This is the really exciting part - Talent Exchange
Questions? <— if I am going to fast

23. Where did you get your Magento site?
Marketing and
Documentation
Marketing!
Email
Social Media
Direct and Indirect
SEO and PPC
Training
Partnerships!
Documentation!
Creating
Standardizing
Language
SOW
Change Orders
SOP
In this section we will briefly touch on some of the main documentation and marketing ideas. The goal is to expand on this in the future.

24. Email Marketing
Email marketing services
Magento integrations
Explaining to the client why they don’t want to use the built in Newsletter

25. Social Media Marketing
❖Social Media Management!
❖Content Creation!
❖Content Research!
❖Content Implementation!
❖SM Tools
Social Media
— Marketing
— Management
— Content Creation
— Content Research
— Implementation
— Tools

26. Direct and Indirect Marketing
❖Direct Mailing!
❖Cold Calling!
❖Affiliates!
❖ Promotions
All aspects of inbound and outbound marketing

27. SEO and PPC
Buy Look
?
SEO and PPC are the hardest areas to collaborate on because there is so much smoke and mirrors.

28. Documentation
Change Orders
SOP
Work Orders
Change Orders
Contracts!
Creating
Standardizing
Language
SOW
Documentation is the one of the easiest places we can collaborate on

29. Accounting and HR
❖ General Billing and HR
I will touch on a few areas in regards to accounting and Human Resources

30. Accounting
❖ General Billing and HR!
❖ How do you deal with disputes
How do you deal with hourly disputes

31. Accounting
❖ General Billing and HR!
❖ How do you deal with disputes!
❖What is fair between client
and Agency?
What is fair to the client and the firm? (Maybe take this one out?)

32. Accounting
❖ General Billing!
❖ How do you deal with disputes!
❖ Fairness with client and firm!
❖We are not a free support line!
How do you explain to your client that Free software doesn’t mean free support?

33. Bandwidth, Cost and the talent pool
Remote Talent
❖ Team integration!
❖ Virtual Teams!
❖ Dealing with Language barriers

34. Team Integration
❖ Virtual Teams!
❖ Remote Teams
Sub-Contracting work to other agencies
Hiring and maintaining remote teams

35. Talar du Engelska?
❖ How do you integrate an out
sourced person into your team!
❖ Remote vs local!
❖ Dealing with Language barrier

36. How do we collaborate?
❖Talking!
❖Documentation!
❖People!
❖Ideas!
❖Conferences!
❖Running
Talk, Documentation, Talent exchange, Idea, Conference and of course Running

37. Pain Points
❖ How do we document the pain
points and learn from them?
Olympic pain: Paula Radcliffe is distraught at the end of the women's marathon in Beijing.

38. What to do next?
❖ WIKI Site or Blog!
❖ Agency Leadership to determine what to share and
how much.!
❖ Partner with other Agencies!
❖ Exchange Talent!
❖ White label work!
❖ Continue the conversation
Network interested Agencies
Partner with Agencies
Talent Exchange

39. Contact Info:!
Email : brent@wagento.com!
Twitter : @brentwpeterson
Contact Info

40. Image Resources
slide 1: http://altonabikeclub.blogspot.com/2010_04_01_archive.html!
slide 4: http://www.msjphotography.com/index.php/category/free-video-tutorials/lightroom-setup/!
slide 7: http://blogs.amctv.com/mad-men/2010/03/mad-men-barbie-dolls/!
slide 8: http://www.bicycle.net/!
slide 10: http://westbendnews.net/autonews/2013/03/21/to-space-and-beyond/!
slide 11: http://en.wikipedia.org/wiki/File:Aldrin_Apollo_11.jpg!
slide 12: http://sniperspyreview.wordpress.com/!
slide 14: http://www.legaljuice.com/2011/07/first_you_steal_your_grannys_s_1.html!
slide 15: http://inklit.weebly.com/1/post/2014/04/honoring-the-bard.html!
slide 15: http://www.apple.com!
slide 16: http://edit-your-epitaph.blogspot.com/2012/01/story-of-thunder-muscle.html!
slide 17: http://mrvaudrey.com/tag/math/!
slide 19: https://www.drupal.org/project/varnish_dashboard!
slide 21: http://mascola.com/insights/luxury-watch-marketing-rolex-watches-1920/!
slide 22: http://en.wikipedia.org/wiki/Postcard!
slide 23: http://bgmoey.blogspot.com/2012/08/social-networks-snarls-and-perils-of.html!
slide 24: http://www.express.co.uk/news/uk/393803/Privatising-the-Royal-Mail-will-wreck-the-UK-s-postal-service-warn-workers!
slide 25: http://www.freecadweb.org/wiki/index.php?title=File:Mouse-model.png!
slide 28: http://www.vintagecalculators.com/html/busicom_141-pf_and_intel_4004.html!
slide 27: http://mediawiki.middlebury.edu/wiki/LIS/Miscellaneous!
slide 29: https://stargazermercantile.com/wp-content/uploads/2013/01/Blog121.jpg!
slide 30: http://www.fluentu.com/english/blog/english-vocabulary-football-soccer-esl/!
slide 31: http://i.ytimg.com/vi/nn2FB1P_Mn8/maxresdefault.jpg!
slide 32: http://www.justinbuzzard.net/wp-content/uploads/2012/08/nike-sweatshop.jpg!
slide 33: http://hockeygods.com/images/10141-Tipperary_Hurling_Team___Ireland___1949 !
slide 34: http://hawaii-tourismus.com/hawaii-wallpaper-download-2.html!
slide 35: http://www.newgrounds.com/bbs/topic/903484!
slide 36: http://www.performanceinpeople.co.uk/blog/what-is-'kipling-coaching'/?f=Company%20News!
slide 37: http://www.dailymail.co.uk/sport/olympics/article-2041262/London-2012-Paula-Radcliffe-Leaving-children-train-Olympics-going-hard.html!
slide 38: http://www.veteranstoday.com/2014/01/07/an-ode-to-entrepreneurs-the-american-dream-long-gone/we-can-do-it/!
slide 39: http://www.amazon.com/Magician-Crystal-Wonderful-Reproduction-available/dp/B006DCYMOE!
!