80
Scaling and Sharing Building Custom Drupal Distributions for Federated Organizations Alex Schedrov & Craig Paulnock

Scaling and sharing: Building custom drupal distributions for federated organizations

Embed Size (px)

Citation preview

Page 1: Scaling and sharing: Building custom drupal distributions for federated organizations

Scaling and Sharing Building Custom Drupal Distributions for Federated Organizations

Alex Schedrov & Craig Paulnock

Page 2: Scaling and sharing: Building custom drupal distributions for federated organizations

EVALUATE!

http://bit.ly/openy-baltimore-2017

#openy

Page 3: Scaling and sharing: Building custom drupal distributions for federated organizations

ALEX SCHEDROVTeam Lead, Software Architect

I’m from Ukraine.

9 years in web development.

I dream about own music band 🎸

http://dgo.to/@sanchiz

http://fb.me/schedrov

http://sanchiz.net/en

Page 4: Scaling and sharing: Building custom drupal distributions for federated organizations

CRAIG PAULNOCKAssociate VP of Digital Product

and Innovation

20 years WebDev, PM, Prod.I’m daydreaming about snowboarding right now🏂

http://dgo.to/@cpaulnock

https://linkedin.com/in/craigpaulnock/

Page 5: Scaling and sharing: Building custom drupal distributions for federated organizations

Open YAn open source platform for YMCAs, by YMCAs built on Drupal.

Page 6: Scaling and sharing: Building custom drupal distributions for federated organizations

United States

874 Associations

2,700 locations

20 M Members

Worldwide

130 Countries

11,000 locations

58 M Participants

Page 7: Scaling and sharing: Building custom drupal distributions for federated organizations

There are YMCAs in more than 130 countries, each serving the unique needs of their community.

Page 8: Scaling and sharing: Building custom drupal distributions for federated organizations

The Y is more than a Gym

For many, this is the only way we are seen.

Page 9: Scaling and sharing: Building custom drupal distributions for federated organizations

We develop youth, inspire healthy living, and change our communities.

We have lofty goals, limited resources, and need to change public perception.

Page 10: Scaling and sharing: Building custom drupal distributions for federated organizations

We are not meeting these needs. We require a national tool that will better communicate and deliver our mission digitally.

Customers expect great

experiences online.

Page 11: Scaling and sharing: Building custom drupal distributions for federated organizations

What is OpenY?

A philosophy that collaboration drives

innovation and impact

A community of YMCAs and technology

Partners

An open-source platform for marketing, ecommerce

and digital products

Page 12: Scaling and sharing: Building custom drupal distributions for federated organizations

For YMCAs • Open platform built by YMCAs for YMCAs –

ownership of the entire experience • Speed of innovation / reduced cost • Low switching cost • Freedom to work with agencies and hosting

providers • An opportunity for youth to be involved in

working, building and shaping the platform

Page 13: Scaling and sharing: Building custom drupal distributions for federated organizations

For Agencies • Focus on user experience, not technology • Re-use, don’t re-build • Competitive cost proposal • Risk mitigation • Lower cost for research & development • Leverage work of the open source

community

Page 14: Scaling and sharing: Building custom drupal distributions for federated organizations

For Technology

Partners • Leveraging open standards for system

integrations. • Using service oriented architecture to

create new experiences for the customer • Expand and enhance API and web services • Ability to focus on core offerings

Page 15: Scaling and sharing: Building custom drupal distributions for federated organizations

What are we building?

A connected, customizable, and low cost web platform.

CUSTOMER EXPERIENCE PLATFORM

MARKETING COMMUNICATION

FITNESS EQUIPMENT

PERSONALTRAINING

GROUP FITNESS

STRATEGY & EXECUTION

A/B TESTING

CUSTOMER RELATIONSHIP MANAGEMENT

DATABASE ACTIVITY MONITORING

Page 16: Scaling and sharing: Building custom drupal distributions for federated organizations

Operating Model

Investment from National Y Associations

YMCA Twin Cities strategy and repository owner

Agency and Technology Partners

Page 17: Scaling and sharing: Building custom drupal distributions for federated organizations

Communication

OpenYMCA.org Twice Annual Summits

Slack

Email newsletter Youtube Tutorials Drupal.org & GitHub

Page 18: Scaling and sharing: Building custom drupal distributions for federated organizations

Political Puzzle Pieces

Vision

Clear purpose Serves all Real benefits

Inclusion

Alliances Multiple voices Organic growth

Decision

On Message No Buy-in Ownership

Action

Solution Space and pace We versus me

Page 19: Scaling and sharing: Building custom drupal distributions for federated organizations

Committed (21)

Evaluating (25)

In 10 months …

Page 20: Scaling and sharing: Building custom drupal distributions for federated organizations

Of the 40 Ys we looked at, most are, or are moving to Drupal.

YMCA Drupal Adoption

Other 21%

36%

27%

15%

Page 21: Scaling and sharing: Building custom drupal distributions for federated organizations

OPEN Y MAKES THE WORLD A BETTER PLACE :)

Page 22: Scaling and sharing: Building custom drupal distributions for federated organizations

STARTINGPOINT

Page 23: Scaling and sharing: Building custom drupal distributions for federated organizations

MISSION OF OPEN Y

Best customer experiences proven with data.

Collaboration platform.

Measurable cost reduction over time.

Scalable with evolving flexibility.

Speed on innovation and easy installation process.

Page 24: Scaling and sharing: Building custom drupal distributions for federated organizations

KNOWLEDGE ABOUT Ys

THE Y HISTORY

DIGITAL PRODUCS

BRANDS GUIDELINES

Y TECH MEMBERSHIP, FITNESS

CHILDCARE, CAMPS

Page 25: Scaling and sharing: Building custom drupal distributions for federated organizations

Acceleration Funding

Community and volunteers

YMCA of Greater Twin Cities

YMCA of Greater Seattle

YMCA of Greater Houston

Other Committed YMCAs

ASSEMBLE OPEN YTake, adjust and incorporate.

Page 26: Scaling and sharing: Building custom drupal distributions for federated organizations

MEDIUMSMALL

FLEXIBILITY

LARGE

Page 27: Scaling and sharing: Building custom drupal distributions for federated organizations

ARCHITECTURE

FRONT-ENDCUSTOMER

Page 28: Scaling and sharing: Building custom drupal distributions for federated organizations

THE ROAD TO OPEN Y

Page 29: Scaling and sharing: Building custom drupal distributions for federated organizations

https://youtu.be/L4ztBMpBmoQ

Page 30: Scaling and sharing: Building custom drupal distributions for federated organizations

How to provide scalability and flexibility?

CHALLENGE #1

Challenge accepted!

Page 31: Scaling and sharing: Building custom drupal distributions for federated organizations

Component based architecture

Page 32: Scaling and sharing: Building custom drupal distributions for federated organizations

CUSTOMIZABLEAREA

Page 33: Scaling and sharing: Building custom drupal distributions for federated organizations

Static

Dynamic

StaticStatic

Component #1

Component #2

Component #3

Component #4

Page 34: Scaling and sharing: Building custom drupal distributions for federated organizations

WE ♥ PARAGRAPHS

https://www.drupal.org/project/paragraphs

Page 35: Scaling and sharing: Building custom drupal distributions for federated organizations

COMPONENT CONSISTS OF:

Model

Controller

View (tough one)+* in progress

Grayscale design+* in progress

Tests+* in progress

Page 36: Scaling and sharing: Building custom drupal distributions for federated organizations

DO YOU KNOW COMMON PROBLEM OF MOST DRUPAL DISTRIBUTIONS?

It’s difficult to disable modules.

Page 37: Scaling and sharing: Building custom drupal distributions for federated organizations

NOW "DECOUPLED" IS MY FAVORITE WORD!

And we have minimum of dependencies…

Page 38: Scaling and sharing: Building custom drupal distributions for federated organizations
Page 39: Scaling and sharing: Building custom drupal distributions for federated organizations

OPEN Y ARCHITECTURE

Page 40: Scaling and sharing: Building custom drupal distributions for federated organizations

Analytics/Tracking

Presentation

Core features

Data structure

CRM DAM MarketingA/B

testingDonation Etc

Web social

Mobile

Connected Screens, Fitness equip.

Data Layer

Integration

Web services

- 3rd party services

- integration layers

- OpenY

- interaction

GROUPS

Page 41: Scaling and sharing: Building custom drupal distributions for federated organizations

CRM

Analytics/Tracking

Presentation

Core features

Data structure

DAM Marketing A/B testing Donation Etc

Web social

Mobile

Connected Screens, Fitness equip.

Data Layer

Integration

Web services

- 3rd party services

- integration layers

- OpenY

- interaction

Rose theme Orchid theme Cup theme * theme

Content scheduling Alerts Content Workflow Webforms

SEO Page Builder Location finder Pesonalization

Location Camps Page Blog Post

Category Activity Class Session

ActiveNet

Personify

NetX

WebDAM

Adobe MC

SF MC

Google Opt.

Optimize.ly

ActiveNet

Blackbaud

MindBody

GroupEx Pro

- component

COMPONENTS

Page 42: Scaling and sharing: Building custom drupal distributions for federated organizations

MEDIUMLOW

COMPLEXITY

HIGH

Page 43: Scaling and sharing: Building custom drupal distributions for federated organizations

PARTS OF THE DISTRIBUTION ARE 95% DECOUPLED AND NOT RELATED TO Y SPECIFICS.

Page 44: Scaling and sharing: Building custom drupal distributions for federated organizations

Integrations with 3rd party services!

CHALLENGE #2

Page 45: Scaling and sharing: Building custom drupal distributions for federated organizations

IS IT A BACKGROUND JOB?

NEW SERVICE!

Page 46: Scaling and sharing: Building custom drupal distributions for federated organizations

SHOULD IT BE DISPLAYED?

NEW COMPONENT!

Page 47: Scaling and sharing: Building custom drupal distributions for federated organizations
Page 48: Scaling and sharing: Building custom drupal distributions for federated organizations

Installation Process

CHALLENGE #3

Page 49: Scaling and sharing: Building custom drupal distributions for federated organizations

TECHNICAL INSTALLATION

https://github.com/kevin940726/nyan-progress

* in progress

https://youtu.be/ce3o9ykFGP0

Page 50: Scaling and sharing: Building custom drupal distributions for federated organizations

NON-TECHNICAL INSTALLATION

* in progress

Page 51: Scaling and sharing: Building custom drupal distributions for federated organizations

Install1

Install OpenY using Wizard or CLI and complete installation process.

Page 52: Scaling and sharing: Building custom drupal distributions for federated organizations

Customize2

Customize appearance and pages.

Page 53: Scaling and sharing: Building custom drupal distributions for federated organizations

Launch3

Complete DNS change, security checks, GoLive checklist and announce launch.

Page 54: Scaling and sharing: Building custom drupal distributions for federated organizations

Get features4

Get new features from the Y community.

Page 55: Scaling and sharing: Building custom drupal distributions for federated organizations

Upgrade Path

CHALLENGE #4

Page 56: Scaling and sharing: Building custom drupal distributions for federated organizations

OPEN Y 1.0

LIVE SITE

OPEN Y 1.1

Page 57: Scaling and sharing: Building custom drupal distributions for federated organizations

https://github.com/ymcatwincities/openy/tree/8.x-1.x/modules/custom/openy_upgrade_tool

Page 58: Scaling and sharing: Building custom drupal distributions for federated organizations
Page 59: Scaling and sharing: Building custom drupal distributions for federated organizations

Continuous Integration

CHALLENGE #5

Page 60: Scaling and sharing: Building custom drupal distributions for federated organizations

WHEN I REALIZED HOW MANY BUILDS WE SHOULD HAVE

Page 61: Scaling and sharing: Building custom drupal distributions for federated organizations

BUILD

Vanilla installation Behat tests

Installation steps Code Sniffers

Upgrade from previous versions

Composer build+* in progress

Page 62: Scaling and sharing: Building custom drupal distributions for federated organizations
Page 63: Scaling and sharing: Building custom drupal distributions for federated organizations
Page 64: Scaling and sharing: Building custom drupal distributions for federated organizations

AND YOU KNOW…

Page 65: Scaling and sharing: Building custom drupal distributions for federated organizations

SUCCESS!

Page 66: Scaling and sharing: Building custom drupal distributions for federated organizations

Open Y Today

Page 67: Scaling and sharing: Building custom drupal distributions for federated organizations

WANT THE CODE?www.drupal.org/project/openy *bit.ly/openy-dorg

The home of Open Y on the Drupal community website.

github.com/ymcatwincities/openy *bit.ly/openy-github

The master repository where we encourage folks to contribute to the code.

www.openymca.org

Page 68: Scaling and sharing: Building custom drupal distributions for federated organizations

MATERIALSwww.drupal.org/node/2870762 *bit.ly/openy-case-study

Case study about Drupal Distribution for YMCA’s.

buytaert.net/how-the-ymca-uses-drupal-to-accelerate-its-mission *bit.ly/openy-dries

How the YMCA uses Drupal to accelerate its mission.

Page 69: Scaling and sharing: Building custom drupal distributions for federated organizations

EVALUATE OPEN YSANDBOX.OPENYMCA.ORG

Username: admin Password: openy

The sandbox is the fastest and most convenient way to experience Open Y. All changes are reset every two hours.

We will update Sandbox with the latest Open Y stable release.

Page 70: Scaling and sharing: Building custom drupal distributions for federated organizations

ANNOUNCEMENT

Page 71: Scaling and sharing: Building custom drupal distributions for federated organizations

NOW EVERY Y CAN GET NEW, SECURE AND POWERFUL WEBSITE

IN ~15 MINUTES.

https://youtu.be/RCvsLANsbm8

Page 72: Scaling and sharing: Building custom drupal distributions for federated organizations

COMMUNITY & CONTRIBUTION

Page 73: Scaling and sharing: Building custom drupal distributions for federated organizations

HOW CAN I CONTRIBUTE CODE?

Commit & push changes into your fork.

Create fork of main project.

Write steps for review so maintainers can verify your fix/feature.

Create a new Pull Request.

Ask maintainers for review.

Page 74: Scaling and sharing: Building custom drupal distributions for federated organizations

OTHER WAYS TO CONTRIBUTE TO OPEN Y WITHOUT CODE

1

5

Creative concepts

Content

Digital best practices and knowledge sharing

Volunteering for core team, Open Y summits, etc.

Documentation and user guide

2

3

4

6

10

7

8

9

User testing

Analytics data

Asset sharing

Requirement gathering

Translation

Page 75: Scaling and sharing: Building custom drupal distributions for federated organizations

GET DRUPAL.ORG CREDITS Contribute and get drupal.org credits and commits.

BENEFITS FROM OPEN Y CONTRIBUTION in Drupal Community

GROW TO OPEN Y EXPERT Learn distribution architecture, workflows and approaches.

KEEP THE MOMENTUM AND GET NEW CLIENTS Be part of that digital breakthrough for YMCA!

Page 76: Scaling and sharing: Building custom drupal distributions for federated organizations

THANK YOU, TEAM!

Page 77: Scaling and sharing: Building custom drupal distributions for federated organizations

Our next focus is building community.

Page 78: Scaling and sharing: Building custom drupal distributions for federated organizations

First-Time Sprinter Workshop

9:00am-12:00pm Room: 307-308

#drupalsprints

Friday, April 28, 2017

Mentored Core Sprint 9:00am-12:00pm

Room:301-303

General Sprints 9:00am-6:00pm Room:309-310

Join Us for Contribution Sprints

Page 79: Scaling and sharing: Building custom drupal distributions for federated organizations

Friday, April 28, 2017

Join Us for Contribution Sprints

#openy

OpenY Sprint Track

Page 80: Scaling and sharing: Building custom drupal distributions for federated organizations

EVALUATE OUR SESSION!http://bit.ly/openy-baltimore-2017

THANK YOU!

https://www.surveymonkey.com/r/drupalconbaltimore

#openy