 Yeah Hello everyone and welcome to our presentation. We're really happy to see here and today. We are going to share with you how we at the Macy Labs make our customers and editors fell in love with Drupal and When I say we I Mean first of all clouding our developer and side builder at the Macy Labs and my colleague Anna Anna works as a users experience specialist and also as a project manager Yeah, that's true and what we're going to talk today about it's first of all why we're here or what is the problem and then How we approach this problem and trying to solve this and More concrete what kind of tricks techniques and even modules we use to ensure that we can achieve our goals and of course as I mentioned modules we will name that them and We will give you the possibility to have a summary page with all links about all modules So you don't need to Google or trying to find out what we are talking about we provide this information for you and the end of the presentation So why we're here We're here because we saw our customers quite a lot of times very unhappy with their Content management system experience we saw them really confused and also overwhelmed by Drupal complex features in terminology trying to explain what we are talking about what they are talking about and also a Couple of times I needed to even apologize for Drupal explaining like yeah, I understand it's not that intuitive But yeah, you just need to learn or accept that this system works in this way And I also needed to answer the questions like yeah, I know it's really easy in wordpress, but this is not a wordpress It's a little bit more complex. So yeah, I'm sorry. We need to change this in a different way But we also saw is our clients breaking their websites and this is never fun It's never fun for us. It's never fun for them. It's a loss on efficiency and even sometimes on Happy happy client relationship So yeah, there is a problem. We know what the problem is why this is a challenge The challenge is that our clients have very different needs. They're all really different They all work on different projects and because of this the solutions that we provide also differ in their complexity But our clients have also really different technical experience Some of them can program and really work well with different complex systems and other Need to learn what is food tour what is main navigation? How they're supposed to work together and this never helps to provide easy unique Solution that you can apply for each project or for each client so What do we do to tackle this of course in the very beginning after we accept the projects and all papers We know roughly what we are going to talk about. We know, okay. This is a website about That topic and probably there is so many content times or roughly have a scope so we start with creating the basic setup and Create a basic page because Somehow it amazing labs. We always have a basic patient. We also need a basic page Inclusive the editor rich editor for the clients and as soon as this happens before streaming We ask them to come by and we start starting to learn Together with them how they can use our system. So we train them early and iterative Why this is important because we can introduce triple gradually. It's like You don't have to learn everything right now all ten content types all this complexity. Well, this is a basic page This is basic page has an editor You can use this editor in this way and we also ask them to work with their own content and create their own content Drupal and is basic terminology and I really emphasize basic terminology are introduced as soon as possible because this Facilitates our communication with them. We usually introduce the terminology like content type or a note Not ID taxonomy and show where they can find all this information or all these parts of Drupal It helps us also if they have a trouble and they call us I have a problem on the page about kittens nice I don't I don't know what what exactly you're talking about. Can you please tell me? What is it not to do this page and afterwards? I can easily find this help fix or Explained that probably this is a back on issue. We can actually fix easily So it helps a lot, but no displays we use and things like this also As I mentioned, I asked or we ask our clients always Create their own content or try to give us the most Closest version of the last their content because in this way first for the field Like they are also introduced and they also interact But we also can see okay the title is probably too long or this text doesn't work for it for a teaser and Maybe the buttons should be renamed and we if we have these problems in really early stages We can easily fix them gradually also not in the last set a couple of hours before the release and They also Understand especially in our case we produce the multilingual websites But it's really difficult to create the whole content in in a week before they go live in several languages And especially in several languages We also use so-called internally standard presentation as a basis for content training This is highly customized for each client But each presentation has a description of the content type list of the content types and also Contains the information about how you can find a note how you can find the content taxonomy terms all these basics that we use in all projects, but We create several versions first version with their basic things and then over the course of the project When we add other content types we also add this information, especially if there is some complexity For example, if you have a really sophisticated product page But one of the all always important What is also important for us to sit with clients together and let them play we observe them how they interact with triple and This helps us to understand what can be the problem particular in this project Maybe particularly this customer has a trouble understanding connections and relations Maybe our descriptions are not the best ones and Observing this several times over the course of the project helps us also to fix it early on and fix it quickly So this is a really good way to learn the person and learn the organization you are working with Because each organization has culture has special maybe terminology and this helps to understand this and we also have documentation which is stored outside the Drupal and It doesn't mean that we write no wells or poems or we work as waterfall. No We add the essential parts or more sophisticated parts of system in our confidence To help our team members also get into this project if needed But our clients can also employ different people new people and this helps them to get faster Into the project and work better in efficient Lewis triple what they also do of course we use different kind of setups for all our triple seven projects and We're going to talk about this later is a bit Also, we elaborate highly customized solutions for our clients Some of them are really useful and reusable for many many different projects. Some of them not really but yeah It's good to have them and to also work and started to work with triple eight projects And we use the power of triple eight because as we all Know to pull eight improved a lot in many ways But there is still be potential for improvement, but we're trying to make best of this as well and When I say basic setup I mean two things and the first thing is Concept and considerations. What are you going to produce? What is going to be? For example when you learn about the project, you know, probably you are going to have certain amount of pages and the client want to have different kind of news or different kind of documents and I saw in a Couple of projects that people tend to produce a content type for each specific page or specific kind of pages and Sometimes you have like five different Documentation pages or document pages or news pages and this is okay This is fine But it makes people work faster and understand the concept better if you have only one content types about the same content but with difference in this configuration categorization and then Allow people just choose. What do you want to create in this example? You can see we have a group of the group of document group and you can create reports You can report presentation like papers and it's really straightforward for clients but also it's important to call the content types wisely or Call them somehow that is easier to understand what it's all about because if you see the content type fancy bottom blocks Well, you can find out what it's about, but it's not that easy Also important is to name not only content types but fields in a way that people can understand We all use our professional language We have a common understanding within the company within the community and Sometimes it's not the same what the client would like to use and sometimes they don't understand What do you mean body or a description or lead? Sometimes or quite often actually it's better to Use their terminology or find out about their terminology what it's supposed to be for them and this example you can see that There is a really good mapping between the template and between the outcome You know where you're going to place the information on Areas of expertise of particular person and you know where you can input this information to present it in the website It's also important to Describe the fields, but not like this is the field to write some text about Thompson. It's important to to give the information about the outcome and This example, I'm not sure if you can read this. I hope so, but by applying this checkbox You make the certain present a publications visible in a Results of a filtering so, you know pretty straightforward. Okay I can at the title of the presentation make this presentation or publication visible in a certain area of the website and there is no room of imagination or interpretation What is also important is to provide information on pictures. This is actually one of the Really really often asked questions from the clients. Okay, give me please the perfect resolution picture because I'm trying to have this client meeting on our news page and I have all our stakeholders without the heads and Yeah, you can love with it, but it's not that not easy and if you have this information Somewhere or the best where you are going to upload this picture Please do so because it's really really big but big pain point for the clients Also, it's important to know for people where this field is supposed to be Displayed for us. It can be really straightforward that you can have a full note where you display part of the information and you can have The overview page where you show the lead text of the teaser Not all people are those so savvy or Drupal savvy So if you say, okay this field you can use to write the data or date in here But you have also another field that you should fill in Or choose or apply the options and this field is going to be used only for filtering and this helps people to understand Okay, I will write this down here It's will be shown in there and this is a second option that is for the filtering no questions Understandable and for new people is also really easy to work with this content And that's the thing is what I mentioned before ruin or break in the websites. So In this example, you can see that different users They Have different possibilities to work on the same content. This is absolutely the same content The same notes and as user one, I like it a lot because I can do everything I can do everything what is allowed. I can delete I can translate I can edit and this is great But country managers of this particular website do not supposed to edit certain content access a certain content and Do the only operations that are allowed You can keep the links inside and that was implemented in the first place You also had the link like in a first screenshot and if you click on this link You land on a page where you see the information like sorry You have not enough permissions to work on this page And this is not a good customer experience or editor experience because if you don't need to do some action why you have the choice to actually try to do this action and depending on the cloud client level you can limit you can allow more and Also, this week is a good example here. You see two versions with a lot of icons and with less amount of icons you not always need to use whole bunch and If you especially in you with the system You need to think okay. I need to find The way to upload a picture and you have to look at these three rows and Trying to find the right icon This is not too bad, but it's better if you have only limited amount Everything is stand out and you see okay one two three four option for probably this is one for the picture and this is cute But of course to do all of this and create all these possibilities we need to use either core power or modules and Now we're going to share with you the information on module that we use in our configurations And this is going to be presented by clouding To speed up the process of setting up a new website We have dual installation internally that is preconfigured with a lot of settings and modules so we can just copy it and start and Don't have to go through all of the boring stuff that site bills have to do when they start the project this also helps us streamline the processes that we use over or three locations and Get new employees started on the best practices that we use when we work a Lot of these modules are only used to enhance the site build the customer experience by Making the administration interface or the content edition better. So as you can see on the slide, this is the normal Dupal 7 content list With these three pretty useless filters that we don't ever use But by adding a few Simple modules we can turn this into something that is way easier to work with So here you can see we have added administration views that turns your content list into a view Where we can expose filters based on the projects the clients need or whatever they want to be able to filter their content with And also it provides the free text search on titles, which is probably the most used features ever then We always use modules like administration money to help our clients find The options that they have easier when they work with Dupal Logging destination so they don't end up on this way useless user page when logging in And also we replace the seven theme with either shiny or at minimal The one on the slide is at minimal Personally, it's my favorite. It looks very nice with the colors the flat design. It's very modern. I think it's yeah awesome theme then the other thing that we always need to make better because For people to work with Drupal is the content creation One of the most essential part is file management. So for this we use file entity and media To allow our clients to deal with files find them on the system Add titles once and reuse everything instead of having to upload every single file every time like Drupal does from scratch The other very essential aspect that Drupal 7 doesn't come with is a CK of a wisy week editor and For this we use the CK editor We use this over the wisy week module because we like the way it integrates with other modules and We like the editor. It's I think it's one of the best on the market currently Then to help people deal with internal path we use link it So link it is the image that you can see on the slide It provides this model box where you can search for files taxonomies and nodes that are on the system and It and find your content easily and add them without creating broken links that you will need to go and edit once you migrate your websites And the last one chosen just makes your select options Easy to work with So what is the status of this in Drupal 8? At amazing apps we started working with Drupal 8 About two years ago. We relaunched a amazing apps website one and a half year ago And we started working on client project beginning of this year. So we use it in production Especially when we can guarantee that we don't need too many country modules or big additions For a site builder Drupal 8 is amazing. I love working with it It there's so many aspects of it that make more sense or that just got better And Yeah, some of the things are better We have views in core. So as was said in the keynote go thank trees We also have finally why did we get it there in core so I think Drupal is now an adult and ships like CMS That's like the people expect from a CMS One of the aspects that I'm really excited about about in Drupal 8 is inline editing So for these who haven't tested this yet you can look at your nodes in the front end and Edit your text areas and your title directly in the interface This is awesome for clients because it Removes this step between the administration interface and the way their website looks their changes their Text or the images they change directly visible and I think this is This is an awesome feature and also Removes the need for this very very broken preview setting or function that Drupal has But yeah, sadly with a new system sometimes we also create new problems So one of the the aspect that I have a very hard a Lot of trouble working with is the content lists when we work with multilingual websites and At amazing apps being Swiss we almost always work with multilingual websites One of the the problem we have is that the content will list all of your nodes in all of the languages Which is great to give you an overview of what is already there but like in my example if you want to Say your interface is in English and you want to edit this node that is French You click edit it will open the English nodes and not the French node as was would be the expected behavior this happens because the Edit always opens the node in the language of the interface You cannot expect your clients to deal with this because they won't know that change happens There is no really prominent visual cue And the the risk of overriding translations is really big. So There is an issue people are fixing this But in the current production websites we it's broken Also, obviously a lot of country modules aren't there or some features weren't added to core For the the replacement for the administration money There is this small module admin toolbar that again again provides us with the drop down navigation for the backend then another aspect that is really basic is the link interface in the CK editor that is shipping with core the The model box doesn't really allow you to search for in Internal nodes and doesn't do any kind of validation on the links that you add and it's very easy to add broken links Without the HTTP in front and that's wrong Then the link it module is not I think we will need this as well again, but it's not started porting it they're still talking about a lot of Conceptual things, but it will happen then Media management Media management is a is a hard topic right now working with media on jupy late Feels like going back four years to when jupy seven was at the beginning. So basically you have to upload all your files every single time the Media management initiatives are working very hard on providing us with a an amazing experience But the the projects that they're trying to build is huge and they need help. So if you If you have developers or if you are developers, this is something that I think is going to improve people a lot when this module can finally be used in production and as a quick side note the Sprints on Friday so So on Friday we have the the sprint and Also, we should Them Right, so sorry Sprints are not only for developers one of the things that I want to Really say here is that we site builders we have a lot of Power as well and we should get involved in this process because in the end The jupy eight the the way it was built. It's built for us and for our clients we are the ones that are going to use the interface and Configure it in our jobs and so I think it's very important that we also get involved into the development process and Look at the proposition for Interfaces give our feedback and test it So join the sprints. There is always going to be people helping if you want to get started Yeah, okay Next we'll see a few examples of what you can do to get your clients even happier Say one thing that we always almost always use at amizelabs is the ck editor content templates That this is a ck editor plug-in and not a jupyel module But it allows you to configure templates that can be added to your ck editor They show up like a box or kind of look like the table of stuff And you can add all of the content in them like titles images but when you when you save it it will wrap your contents with Custom markup and classes that you can configure and allows you to do things like this orange box that has a rounded border corners things and Make your normal Basic pages look fancier These templates are really easy to set up. So we basically just add the JavaScript file in your theme and you configure these templates by defining what markup will be displayed Another aspect that we have to deal with sometimes is nodes with a lot of fields Maybe you have a part a product that has 50 different attributes that need to be defined and For your clients to edit these nodes is a huge pain. It's hard to find What is available the options that you have and also where these fields are? So with a really simple module like field group you can make this easier by just putting stuff into categories and Here again like Anna said this is one of the aspects where it's good to go and ask your client how they see this because They they really to use these categories and they have They have opinions and experience on what they think in their products belongs together Another aspect that we sometimes need to reduce in complexity is when we deal with huge taxonomies we have when you have 70 terms with different levels It is easy to get lost and not find the term that you want to tag your content with but with Simple modules like client side hierarchical select or the other one hierarchical select You can turn your taxonomies into different Select boxes that will filter and reduce the options that you have at every level as you can see on the the slide The the bottom taxonomy also has a description. So we This is a special thing that we did just for this project. We added The description of the term when one is selected So that the clients can again be very sure that this was the term that he wanted to select and sometimes when Sometimes basic pages with their normal Why is it we get editor aren't enough to really create the experience that you want For your website This is one of my favorite content editor Module paragraphs. So what you can do with paragraphs is you can define these paragraph types way, you basically define them the way you define small content types by adding fields giving them settings on how to display them and templates and In your notes You or your client can then select different paragraph types and add the content These paragraphs can then be Moved or added in as many as we want As you can see we have this Beautiful storage page that has a slider on top or a accordion on top then this teaser in the middle and these boxes in the bottom and The paragraph types are just these select options that we once that we have As a side note don't use this On multi-lingual websites when you don't know what you're doing. It's broke broken ish I think the jupy late version is going to get better Okay, sometimes like we've been talking a lot about inputting data into jupy, but Sometimes what your client needs is to take data out of jupy to work with in their business or to make analysis on them Whatever then a really simple way of doing this is we use the basic stuff is already there and with a Module like data export or bulk operation. We can create very powerful interfaces for our client to Extract and analyze their data My example we have Organic groups and we create a few relationships on the users the role of the user the project We then have a few export Exposed filters where the our clients can search or filter this data and a lot of fields displayed in a huge huge table the advantages of working like this is that you claim can Filter their project and send emails to a group of users or also Change attributes on some of these organic groups in one setting and This project what is also interesting is that sometimes your clients actually are really good at using jupy so This is one where we give them access to edit these use themselves so they can change the filters Add new fields when their needs change and that makes them and that's very happy and they haven't broken anything yet This is the same project, but just also as a small For for this kind we provided about ten of these different views that do these things and we created this special navigation item in the drop-down Administration menu so they have theirs their place on the website where they can find everything they need to run their business automations I think this is my all-time favorite thing to do as a site builder is Creating automations where you kind doesn't even have to do anything anymore, and it just works This releases the amount of errors and broken things like crazy as an example I picked out this one We have the the image on top as you can see is the the main navigation from the website with multiple levels and the requirement for this project was that on Every page we display Underneath the node view or teasers of the children in the navigation So this is something that you can't do not itself because jupal Doesn't know anything that the nodes don't know anything about the menu link IDs and the navigation Doesn't know anything about node IDs, so we cannot Cross anything so you had to if you want to do this with jupal In its standard way you would have to use relationships or taxonomies, but both of these Will have your client update their navigation and then go to the page and update the relationships the The process to update content is too long and it's too easy to get lost in a step forget something and Have this chaos situation as a result So what we did here was with this very small module Called money node API that basically creates a database table that links your node IDs with your money link IDs We then can create views that use this table as a relationship The the awesomeness of the result is that now your client can go update the navigation for example move logistics underneath management of your art collection and The views underneath the art management page will optimally switch the nodes as well because we have all of the information The weight the relationships the parents menu link menu links So yeah automations favorite thing and Yeah, as we all know and we mentioned and also trees mentioned in the trees node Great editor experience is important and unfortunately. It doesn't work out the box yet but we can fix it and this is great, right and Of course, there is a lot of modules. There is a lot of ways a little work around as well but if you have a standard setup at least in information stores somewhere and shared knowledge and distributed knowledge how you can and Embrace this enhancement of of the experience and you have defined routine Like, you know, which point you introduce what what questions you ask or how do you observe the clients working and struggling or Feeling happy with your creative system it helps immensely and It's important to work closely with your editor and when I say work closely I do not mean saying like yeah, yeah, you just need to learn how it works I'm sorry or yeah, it may be complicated But yeah, just learn by heart or write it down and use it the way it built we can Learn from them. We can see what are the problems we can improve our system and we can provide and give really great experience to our editors and clients and of course working iteratively is really important because how you can eat an elephant Piece by piece the same with a huge complex websites So now it's time for questions from your side and I also show the promised slide with the links For the questions you can either say them and we repeat them or the microphone is on that side of the room Really no questions. I have one question if nobody has a question For Claudine rumors has it that you it's your birthday today. He said, right? So can everybody please stand up? We have a special guest and Let's sing happy birthday. So the way I see this you all just came for my birthday and not for the actual presentation We can still hear because you had a question. I saw it Good day to do it since we're not gonna have to pay copyright for that as of today It's now free to the public domain I don't know if any of you were in there was a content strategy talk yesterday and there was an interesting point Ken Rickard made about first right into into the CMS I'm curious with are you managing to make it that that your clients are always writing straight into the CMS or are there sort of Other way, you know other ways that they're having to write things first and then editors are putting it in And is that sort of affecting the workflow? I'm not sure if I just do the question So the question was whether the clients work directly with this content management system Or they have a strategy that they apply first and discuss internally and then use it in a commitment system It depends Depends on project and also depends on on the client because from some clients It's really important to define this first have the con the content the whole content created before in advance You proved approved and then they create this content in in Drupal but in some projects where the Major part of the website for example is the community who supposed to create the content It's not impossible. It's not possible to prepare in advance and define the strategy So it defined kindish but not all of this We often as a we often try to build system where transitions can be automatically imported So it doesn't have to be done manually. So this is something that can be very easily Done like in box and then imported you mentioned the CK editor content templates What's your experience with reusing your content for multiple devices? Don't you have the danger that you get too much markup in your content? If you want to use it for a mobile platform or for Facebook or whatever I mean, I prefer paragraphs because you still have actual content and your content This is mostly text and if you use something like a CK the content template that gets too much markup in your content It becomes difficult to reuse it on on different devices or different Media. Do you have any? Experiences with that or bad experiences with that The the the way we define these templates. We don't usually add more than two divs It's basically just the way to create containers. We always use them for To allow people to add like images and text side-by-side. So it's just three divs. That's it's okay mostly What's your I guess experience with live previewing content before it's published and Have you got any suggestions? Don't use the preview function Okay, is that enough It's easier to Well, sometimes depending on when you work in the Development phase and your content editors already add content. They can publish it It doesn't matter because the website's not live and I think afterwards It's easier to show them how to Deselect the publishing option And look at it unpublished then use the preview function But there are also module that help you To review the content and approve the content it helps also It's not a tricky and I unfortunately forgot the name of this module Maybe Joseph can help me but there is a way to review and first Change and then publish. So this is doable. Yes, one of them. Thank you More question if not then celebrate with us