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Case Study: Enmetric.com   Hook 42




  ZERO TO GO IN 13 DAYS
  A Case Study of Enmetric.com
  Part 2: The dev stuff

  Kristen Pol
  kristen@hook42.com




answers@hook42.com                         1
Case Study: Enmetric.com           Hook 42



Who are we?


                                         Aimee


                Kristen
answers@hook42.com                                 2
Case Study: Enmetric.com                                                Hook 42


Get hooked:                                Strengths          Services        Clients
Hook 42
                                                 Drupal         Zero to Go      Startups



Flexible.                                      Web Content       Second         Small
                                               Management        Opinion       Business

Work smart.
                                               Enterprise
                                                                 Rescue         Midsize
                                                Content
Fix complex problems.                                            Mission       Business
                                               Publication

Integrate anything.                              Custom
                                               Application       Add-ons       Enterprise
                                               Integration
Culture chameleon.

                                                Strategic
Scale for growth.                                                Moving
                                               Technology                      Education
                                                                 House
                                               Leadership

Deploy correctly.
                                                Systems
                                                               Helping Hand
                                               Architecture
Work efficiently.

answers@hook42.com                                                                            3
Case Study: Enmetric.com                                   Hook 42




                                                Presentation Takeaways
• Correctly defining the project prepares you
 for success.

• You CAN do things Good, Right, and Fast.


• Not just the destination, but how you get
 there.

• Process, techniques, and tools used.


• Drupal changes from day-to-day.


• Ask us Questions along the way.

answers@hook42.com                                                         4
Case Study: Enmetric.com                               Hook 42



Client:                        Business Need
Enmetric
Systems                        •   Upcoming conference
                               •   Large press release
                               •   3 page HTML site from 2010
                               •   No one “got” what they did

                               Constraints
                               • Don’t bother our resources
                               • Use newly final branding
                               • Leverage existing, but dated, copy
http://www.enmetric.com
                               Environment
Green Technology

                               • 3 business folks (sign-off)
Plug Load Management
                               • 1 dev / designer
Hardware + Software            • 2 ops-type people
answers@hook42.com                                                      5
Case Study: Enmetric.com                                  Hook 42


Zero to Go:                                 Enmetric   Functional.
                                             Start     Professional.
What does it                                 EOB       Platform to grow.
mean??                                      May 23     By 7 June 2012.


                                                                   Today




Every project has a
different “zero”.

Most projects aren’t at a
true “zero” point.

“Go” can mean a lot of
things.

Results may vary.

answers@hook42.com                                                           6
Case Study: Enmetric.com                      Hook 42


Development                      • Fairly simple site
Guidelines:
The big picture.                 • Easy for client to update

                                 • Generic but flexible content
                                    format
                                 • Platform for future growth

Simple, but flexible.
                                 • Wiggle room to play with new
Fast, but done right.
                                    modules, but…
Use the latest and               • Super tight deadline
greatest when it makes
sense.

answers@hook42.com                                                7
Case Study: Enmetric.com                                                    Hook 42


Application
Architecture:
The buckets.
                                                                Wysiwyg &
                                                                 Media
                                                   Content
                                                                            Slideshow
                                                 Architecture



                                      Layout                                            Contact
                                     Mechanism                                           Form




Reality: there are a lot of
moving parts to account          Distribution
                                                                 The                        Theme
for, even for a small site.                                     Website
Sometimes it “sounds”
bigger to the client than
initially requested.

Do it The Drupal Way.

answers@hook42.com                                                                                  8
Case Study: Enmetric.com                           Hook 42


Distributions:
A starting point.

                                                               Core
                                              Contrib /
                                              Custom
                                              Modules



                                                          Config

There are simple
distributions.

There are complex
distributions.

Does it have most of
your functionality, or
                                               Distribution
provide a good
foundation to build
upon?

answers@hook42.com                                                      9
Case Study: Enmetric.com                                           Hook 42


Distributions:
The choices.




There are simple
distributions.

There are complex
distributions.

Does it have most of
your functionality, or
provide a good
foundation to build
upon?                                 http://buytaert.net/acquia-product-strategy-and-vision
answers@hook42.com                                                                       10
Case Study: Enmetric.com                                             Hook 42


Distributions:                                        Acquia Drupal
The choices.                                          •   Acquia
                                                      •   Simple
                                                      •   Common modules
                                                      •   Get from acquia.com only



                                 Open Enterprise
                                 •   Level Ten Design
                                 •   Business focus
                                 •   Apps (blog, events, forum…)
                                 •   8,780 downloads
Some big companies
build and sponsor
distributions.
                                                      Panopoly
Issues can get resolved                               • Chapter Three
faster due to company                                 • Panels & Apps
sponsorship.                                            (wysiwyg, images, theme, search…)
                                                      • 2,652 downloads
Get the best practices.

answers@hook42.com                                                                          11
Case Study: Enmetric.com                                  Hook 42


Distributions:
                               What was chosen?
The choice.
                               • Drupal 7 Core
                               • Build what we need
                               • Use Drush
                               Was it a good choice?
                               • Probably
                               • Other distributions were buggy or had
                                 too much going on


                               What would we chose next time?
                               • Panopoly
Sometimes you just             • Once bugs are ironed out, it looks
need to build from
scratch.
                                 awesome
answers@hook42.com                                                        12
Case Study: Enmetric.com                         Hook 42


Layouts:
Where does it
go?
                                                        Regions
                                            Blocks




                                                     Pages




How do you put content
where you want it?

Can you change it later?                         Layout
Can you have pages
with different layouts?

answers@hook42.com                                                 13
Case Study: Enmetric.com                                                          Hook 42


Layouts:                                                      Core + Template files
                                                              • Core regions and blocks
The choices.                                                  • Custom .tpl files
                                                              • Custom theme functions



                                            Display Suite
                                            • View modes for entities with
                                              different layouts
                                            • Drag-n-drop
                                            • Views and panels integration


                                                              Omega + Delta + Context
                                                              • Grid-based, HTML5, responsive
                                                                theme
                                                              • Contextual layouts (conditions &
                                                                reactions)


                                            Panels (and friends)
                                            • merlinofchaos (Earl Miles)
In Drupal, there are                        • Panel pages, mini panels, panel
often lots of ways to do                      nodes, panels everywhere
the same thing.                             • Drag-n-drop


answers@hook42.com                                                                                  14
Case Study: Enmetric.com                                      Hook 42


Layouts:
The choice.                     What was chosen?
                                • Panels / Panels Everywhere (with a little
                                  Display Suite)
                                • Already knew how to use it
                                • Popular
                                Was it a good choice?
                                • Yes
                                • We needed to go fast
                                • Solid technology
                                What would we chose next time?
                                • Panels (+ Display Suite)
To go fast, use what you
                                  or, maybe,
know if it fits the             • Omega + Delta + Context (+ Display Suite)
requirements.

answers@hook42.com                                                             15
Case Study: Enmetric.com                            Hook 42


Content
Architecture:
Smart and
reusable                                                Entities /
                                                         Nodes
content.                                    Blocks




                                                     Fields




                                                Content
Easy to create and edit.

Flexible.

answers@hook42.com                                                    16
Case Study: Enmetric.com                                                          Hook 42


Nodes:                                                       Home Page
                                                             •   Singleton
The content                                                  •   Hero images
                                                             •   Highlights
types.                                                       •   Main content


                                           Contact Page
                                           • Singleton
                                           • Company name / address / phone
                                             / emails
                                           • Main content


                                                             Article
                                                             •   Title / summary / main content
                                                             •   Date / place / source / image
                                                             •   Tags
                                                             •   Subsections (Field Collection)


Singletons are okay.                       Basic Page
                                           • Title
Build the content types                    • Main content
that make sense for your                   • Subsections (Field Collection)
site.

answers@hook42.com                                                                                 17
Case Study: Enmetric.com                       Hook 42


Field Collection:               • Field Collection
Reuse your
content                         • Groups of fields
structure.
                                • Reuse on any entity

                                • Nested collections

                                • Watch out!!! Revisions not
                                   yet supported (patch being
Fields should match
                                   finalized)
your content needs.

Balance flexibility and
structure.

answers@hook42.com                                               18
Case Study: Enmetric.com                       Hook 42


Blocks:                         • Bean: Block entities aren’t
Beans are good
for you!                           nodes
                                • Block types

                                • Block fields

                                • Edit contextual link

                                • Was a bit buggy upon start-
Blocks should match
                                   up
your content needs.

Balance flexibility and
structure.

answers@hook42.com                                               19
Case Study: Enmetric.com                                    Hook 42


Content                           What was chosen?
Architecture:
                                  • Nodes + Field Collection + Bean
The choice.
                                  • Structure and flexibility
                                  • Logical
                                  Was it a good choice?
                                  • Yes*
                                  • *Issue with Field Collection + Revisions so
                                    spent a lot of time creating a patch and
                                    interim solution until patch is finalized and
                                    committed

                                  What would we chose next time?
                                  • Nodes + Field Collection (patched!) + Bean
                                  • Create a Bean library?
Entities and fields rock!         • Create a reusable page with subsections?
answers@hook42.com                                                                  20
Case Study: Enmetric.com                          Hook 42


Content
Handling:
Intuitive and
flexible.                                                Wysiwyg
                                            Media




                                                    Formatting




                                               Content
Easy to create and edit.

Flexible and extensible.

answers@hook42.com                                                  21
Case Study: Enmetric.com                  Hook 42


Content                         • Wysiwyg
Handling:
                                    • TinyMCE
The choices.
                                    • CKEditor
                                    • Aloha*

                                • Media handling
                                    • Media module
                                    • Image/media fields

                                • Formatting

Easy to create and edit.
                                    • Image presets

Flexible and extensible.
                                    • Wysiwyg plugins
answers@hook42.com                                          22
Case Study: Enmetric.com                                   Hook 42


Content
Handling:                       What was chosen?
The choice.                     • TinyMCE + Media 2.x
                                • Popular editor
                                • Insert media within editor (media library)
                                Was it a good choice?
                                • Maybe
                                • Media 2.x is still buggy (e.g. videos)
                                • Bleeding edge
                                What would we chose next time?
                                • Panopoly Wysiwyg (finetuned
                                  TinyMCE+Media 2.x), or…
What you see isn’t
always what you get, but        • Spark?
you can get close.

answers@hook42.com                                                             23
Case Study: Enmetric.com                           Hook 42


Contact
Management:
Keep track of
important                                                  Contact
                                                            Form
people.                                        Emails



                                                        Admin
                                                        Pages



Track important
information.

Notify business via
email.
                                             Contact Management
Notify contact via email.

Find contacts easily.

answers@hook42.com                                                    24
Case Study: Enmetric.com              Hook 42


Contact                        • Core contact
Management:
The choices.                   • Webform
                               • Node
                               • Entityform
                               • Forms
                               • Red Hen CRM
                               • CiviCRM
Do you need a
lightweight or                 • Custom form (FAPI)
heavyweight solution?

answers@hook42.com                                     25
Case Study: Enmetric.com                                 Hook 42


Contact
Management:                     What was chosen?
The choice.                     • Entityforms
                                • Contact Form with internal notes and
                                  status
                                • Added custom view page for admin
                                Was it a good choice?
                                • It was okay
                                • Potential to rival Webform
                                • Bleeding edge
                                What would we chose next time?
Consider what your              • Light weight: Node or Entityforms
admin and business
users need to do with           • Medium / heavy weight: Red Hen CRM?
the contact data.

answers@hook42.com                                                        26
Case Study: Enmetric.com                        Hook 42


Theming:
Make it look
pretty.
                                                        Regions
                                             CSS


Does it need to be
responsive to other                                Templates
device widths?

Do you need a mobile-
specific theme?

Do you want to design
on a grid?

Do you want a theme
                                               Theme
with lots of functionality
built-in or just the bare
bones?

answers@hook42.com                                                 27
Case Study: Enmetric.com          Hook 42


Theming:                       • Zen
The choices.
                               • Omega

                               • Adaptive Theme

                               • Precision

                               • And many more…




Starter themes can be
lightweight or heavy.

answers@hook42.com                                 28
Case Study: Enmetric.com                               Hook 42


Theming:
The choice.
                                 What was chosen?
                                 • Adaptive Theme (AT Panels Everywhere)
                                 • Responsive media queries
                                 • Works with Panels Everywhere
                                 Was it a good choice?
                                 • Yes, but no SASS or LESS
                                 • Easy to use
                                 • Some responsive settings in the UI
                                 What would we chose next time?
                                 •   Adaptive Theme, or
                                 •   Zen (+ Zen Grids), or
                                 •   Omega (+ Delta + Context)
Lots of choices for good         •   Use SASS
starter themes.

answers@hook42.com                                                         29
Case Study: Enmetric.com              Hook 42



Then and Now
               Old Site                  New Site




answers@hook42.com                                   30
Case Study: Enmetric.com                                      Hook 42



Takeaways:                     Good 
Good, Bad,                     • Parallel Work
and Meh                        • Drupal 7
                               • Content structure and handling: Bean, Field
                                 Collection, and Workbench
                               • Responsive theme
                               Bad 
                               • Go-live too accelerated.
                               • We like more testing to remove irritating bugs
                                 (Field Collection + revisions).
                               • No Features due to accelerated pace.
                               Meh. 
                               • Adding functionality = adding debug time.
                               • Entityforms for contact management.
Lessons are always
learned.                       • Media 2.x needs some work.
answers@hook42.com                                                             31

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Zero to Go in 13 Days: Part 2 - Dev Stuff / Case Study of Enmetric.com

  • 1. Case Study: Enmetric.com Hook 42 ZERO TO GO IN 13 DAYS A Case Study of Enmetric.com Part 2: The dev stuff Kristen Pol kristen@hook42.com answers@hook42.com 1
  • 2. Case Study: Enmetric.com Hook 42 Who are we? Aimee Kristen answers@hook42.com 2
  • 3. Case Study: Enmetric.com Hook 42 Get hooked: Strengths Services Clients Hook 42 Drupal Zero to Go Startups Flexible. Web Content Second Small Management Opinion Business Work smart. Enterprise Rescue Midsize Content Fix complex problems. Mission Business Publication Integrate anything. Custom Application Add-ons Enterprise Integration Culture chameleon. Strategic Scale for growth. Moving Technology Education House Leadership Deploy correctly. Systems Helping Hand Architecture Work efficiently. answers@hook42.com 3
  • 4. Case Study: Enmetric.com Hook 42 Presentation Takeaways • Correctly defining the project prepares you for success. • You CAN do things Good, Right, and Fast. • Not just the destination, but how you get there. • Process, techniques, and tools used. • Drupal changes from day-to-day. • Ask us Questions along the way. answers@hook42.com 4
  • 5. Case Study: Enmetric.com Hook 42 Client: Business Need Enmetric Systems • Upcoming conference • Large press release • 3 page HTML site from 2010 • No one “got” what they did Constraints • Don’t bother our resources • Use newly final branding • Leverage existing, but dated, copy http://www.enmetric.com Environment Green Technology • 3 business folks (sign-off) Plug Load Management • 1 dev / designer Hardware + Software • 2 ops-type people answers@hook42.com 5
  • 6. Case Study: Enmetric.com Hook 42 Zero to Go: Enmetric Functional. Start Professional. What does it EOB Platform to grow. mean?? May 23 By 7 June 2012. Today Every project has a different “zero”. Most projects aren’t at a true “zero” point. “Go” can mean a lot of things. Results may vary. answers@hook42.com 6
  • 7. Case Study: Enmetric.com Hook 42 Development • Fairly simple site Guidelines: The big picture. • Easy for client to update • Generic but flexible content format • Platform for future growth Simple, but flexible. • Wiggle room to play with new Fast, but done right. modules, but… Use the latest and • Super tight deadline greatest when it makes sense. answers@hook42.com 7
  • 8. Case Study: Enmetric.com Hook 42 Application Architecture: The buckets. Wysiwyg & Media Content Slideshow Architecture Layout Contact Mechanism Form Reality: there are a lot of moving parts to account Distribution The Theme for, even for a small site. Website Sometimes it “sounds” bigger to the client than initially requested. Do it The Drupal Way. answers@hook42.com 8
  • 9. Case Study: Enmetric.com Hook 42 Distributions: A starting point. Core Contrib / Custom Modules Config There are simple distributions. There are complex distributions. Does it have most of your functionality, or Distribution provide a good foundation to build upon? answers@hook42.com 9
  • 10. Case Study: Enmetric.com Hook 42 Distributions: The choices. There are simple distributions. There are complex distributions. Does it have most of your functionality, or provide a good foundation to build upon? http://buytaert.net/acquia-product-strategy-and-vision answers@hook42.com 10
  • 11. Case Study: Enmetric.com Hook 42 Distributions: Acquia Drupal The choices. • Acquia • Simple • Common modules • Get from acquia.com only Open Enterprise • Level Ten Design • Business focus • Apps (blog, events, forum…) • 8,780 downloads Some big companies build and sponsor distributions. Panopoly Issues can get resolved • Chapter Three faster due to company • Panels & Apps sponsorship. (wysiwyg, images, theme, search…) • 2,652 downloads Get the best practices. answers@hook42.com 11
  • 12. Case Study: Enmetric.com Hook 42 Distributions: What was chosen? The choice. • Drupal 7 Core • Build what we need • Use Drush Was it a good choice? • Probably • Other distributions were buggy or had too much going on What would we chose next time? • Panopoly Sometimes you just • Once bugs are ironed out, it looks need to build from scratch. awesome answers@hook42.com 12
  • 13. Case Study: Enmetric.com Hook 42 Layouts: Where does it go? Regions Blocks Pages How do you put content where you want it? Can you change it later? Layout Can you have pages with different layouts? answers@hook42.com 13
  • 14. Case Study: Enmetric.com Hook 42 Layouts: Core + Template files • Core regions and blocks The choices. • Custom .tpl files • Custom theme functions Display Suite • View modes for entities with different layouts • Drag-n-drop • Views and panels integration Omega + Delta + Context • Grid-based, HTML5, responsive theme • Contextual layouts (conditions & reactions) Panels (and friends) • merlinofchaos (Earl Miles) In Drupal, there are • Panel pages, mini panels, panel often lots of ways to do nodes, panels everywhere the same thing. • Drag-n-drop answers@hook42.com 14
  • 15. Case Study: Enmetric.com Hook 42 Layouts: The choice. What was chosen? • Panels / Panels Everywhere (with a little Display Suite) • Already knew how to use it • Popular Was it a good choice? • Yes • We needed to go fast • Solid technology What would we chose next time? • Panels (+ Display Suite) To go fast, use what you or, maybe, know if it fits the • Omega + Delta + Context (+ Display Suite) requirements. answers@hook42.com 15
  • 16. Case Study: Enmetric.com Hook 42 Content Architecture: Smart and reusable Entities / Nodes content. Blocks Fields Content Easy to create and edit. Flexible. answers@hook42.com 16
  • 17. Case Study: Enmetric.com Hook 42 Nodes: Home Page • Singleton The content • Hero images • Highlights types. • Main content Contact Page • Singleton • Company name / address / phone / emails • Main content Article • Title / summary / main content • Date / place / source / image • Tags • Subsections (Field Collection) Singletons are okay. Basic Page • Title Build the content types • Main content that make sense for your • Subsections (Field Collection) site. answers@hook42.com 17
  • 18. Case Study: Enmetric.com Hook 42 Field Collection: • Field Collection Reuse your content • Groups of fields structure. • Reuse on any entity • Nested collections • Watch out!!! Revisions not yet supported (patch being Fields should match finalized) your content needs. Balance flexibility and structure. answers@hook42.com 18
  • 19. Case Study: Enmetric.com Hook 42 Blocks: • Bean: Block entities aren’t Beans are good for you! nodes • Block types • Block fields • Edit contextual link • Was a bit buggy upon start- Blocks should match up your content needs. Balance flexibility and structure. answers@hook42.com 19
  • 20. Case Study: Enmetric.com Hook 42 Content What was chosen? Architecture: • Nodes + Field Collection + Bean The choice. • Structure and flexibility • Logical Was it a good choice? • Yes* • *Issue with Field Collection + Revisions so spent a lot of time creating a patch and interim solution until patch is finalized and committed What would we chose next time? • Nodes + Field Collection (patched!) + Bean • Create a Bean library? Entities and fields rock! • Create a reusable page with subsections? answers@hook42.com 20
  • 21. Case Study: Enmetric.com Hook 42 Content Handling: Intuitive and flexible. Wysiwyg Media Formatting Content Easy to create and edit. Flexible and extensible. answers@hook42.com 21
  • 22. Case Study: Enmetric.com Hook 42 Content • Wysiwyg Handling: • TinyMCE The choices. • CKEditor • Aloha* • Media handling • Media module • Image/media fields • Formatting Easy to create and edit. • Image presets Flexible and extensible. • Wysiwyg plugins answers@hook42.com 22
  • 23. Case Study: Enmetric.com Hook 42 Content Handling: What was chosen? The choice. • TinyMCE + Media 2.x • Popular editor • Insert media within editor (media library) Was it a good choice? • Maybe • Media 2.x is still buggy (e.g. videos) • Bleeding edge What would we chose next time? • Panopoly Wysiwyg (finetuned TinyMCE+Media 2.x), or… What you see isn’t always what you get, but • Spark? you can get close. answers@hook42.com 23
  • 24. Case Study: Enmetric.com Hook 42 Contact Management: Keep track of important Contact Form people. Emails Admin Pages Track important information. Notify business via email. Contact Management Notify contact via email. Find contacts easily. answers@hook42.com 24
  • 25. Case Study: Enmetric.com Hook 42 Contact • Core contact Management: The choices. • Webform • Node • Entityform • Forms • Red Hen CRM • CiviCRM Do you need a lightweight or • Custom form (FAPI) heavyweight solution? answers@hook42.com 25
  • 26. Case Study: Enmetric.com Hook 42 Contact Management: What was chosen? The choice. • Entityforms • Contact Form with internal notes and status • Added custom view page for admin Was it a good choice? • It was okay • Potential to rival Webform • Bleeding edge What would we chose next time? Consider what your • Light weight: Node or Entityforms admin and business users need to do with • Medium / heavy weight: Red Hen CRM? the contact data. answers@hook42.com 26
  • 27. Case Study: Enmetric.com Hook 42 Theming: Make it look pretty. Regions CSS Does it need to be responsive to other Templates device widths? Do you need a mobile- specific theme? Do you want to design on a grid? Do you want a theme Theme with lots of functionality built-in or just the bare bones? answers@hook42.com 27
  • 28. Case Study: Enmetric.com Hook 42 Theming: • Zen The choices. • Omega • Adaptive Theme • Precision • And many more… Starter themes can be lightweight or heavy. answers@hook42.com 28
  • 29. Case Study: Enmetric.com Hook 42 Theming: The choice. What was chosen? • Adaptive Theme (AT Panels Everywhere) • Responsive media queries • Works with Panels Everywhere Was it a good choice? • Yes, but no SASS or LESS • Easy to use • Some responsive settings in the UI What would we chose next time? • Adaptive Theme, or • Zen (+ Zen Grids), or • Omega (+ Delta + Context) Lots of choices for good • Use SASS starter themes. answers@hook42.com 29
  • 30. Case Study: Enmetric.com Hook 42 Then and Now Old Site New Site answers@hook42.com 30
  • 31. Case Study: Enmetric.com Hook 42 Takeaways: Good  Good, Bad, • Parallel Work and Meh • Drupal 7 • Content structure and handling: Bean, Field Collection, and Workbench • Responsive theme Bad  • Go-live too accelerated. • We like more testing to remove irritating bugs (Field Collection + revisions). • No Features due to accelerated pace. Meh.  • Adding functionality = adding debug time. • Entityforms for contact management. Lessons are always learned. • Media 2.x needs some work. answers@hook42.com 31

Editor's Notes

  1. Implicit:ResponsiveSEO
  2. Implicit:ResponsiveSEO
  3. Implicit:ResponsiveSEO
  4. Implicit:ResponsiveSEO
  5. Implicit:ResponsiveSEO
  6. Implicit:ResponsiveSEO