how to build interactive training that scales - magnolia cms conference 2013
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THAT SCALES
M A R K H A L V O R S O N • D I R E C T O R O F I N T E R A C T I V E • A T L A S S I A N • @ h a l v 0 1 1 2
How to Build Interactive Training
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
People know stuff...
People know stuff...
People know stuff...
People know stuff...
...and they should share it.
...and they should share it.
Shared Understanding
Bottlenecks
Bottlenecks
Bottlenecks
Bottlenecks
Bottlenecks
WHY:
We believe that sharing knowledge is
important... but it isn’t easy at scale.
WhyHOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
How can we make it easier?
Create Documentation
... odds are that documentation already
exists...
... but what is the best way to understand something?
... but what is the best way to understand something?
... but what is the best way to understand something?
... but what is the best way to understand something?
Learning opportunities live everywhere...
...but they are in silos disorganized.
We know structured content eases shared
understanding...
We know structured content eases shared
understanding...
We know structured content eases shared
understanding...
... but sometimes we need to augment it.
... but sometimes we need to augment it.
To create a bundle..
... that consistently ...
... leads to ...
..shared understanding!
..shared understanding!
..shared understanding!
HOW:
Organize content into repeatable steps to
guide each user to shared understanding.
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
VERSION 3
VERSION 2
VERSION 1
The stages of What.
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• User Managment
Atlassian University
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• User Managment
• Data Storage
• Licenses
• Lesson Completion
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• User Managment
• Data Storage
• Licenses
• Lesson Completion
• Content
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A
• Sample Data
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A
• Sample Data
S H E R P A J S
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A
• Sample Data
S H E R P A J S
LESSONCOMPLETE
API
Atlassian University
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A
• Sample Data
S H E R P A J S
LESSONCOMPLETE
API
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A
• Sample Data
C O N F L U E N C E
• Sample Data
J I R A + G H
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
LESSONCOMPLETE
API
LESSONCOMPLETE
API
LESSONCOMPLETE
API
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A 4 . 0
• Sample Data
C O N F 3 . 5
• Sample Data
G H 5 . 7
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
LESSONCOMPLETE
API
LESSONCOMPLETE
API
LESSONCOMPLETE
API
J I R A 4 . 1
• Sample Data
C O N F 4 . 0
• Sample Data
G H 5 . 9
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
V E R S I O N 1
How it worksM A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
• User Managment
• Data Storage
• Licenses
• Lesson Completion
J I R A 4 . 0
• Sample Data
C O N F 3 . 5
• Sample Data
G H 5 . 7
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
LESSONCOMPLETE
API
LESSONCOMPLETE
API
LESSONCOMPLETE
API
J I R A 4 . 1
• Sample Data
C O N F 4 . 0
• Sample Data
G H 5 . 9
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
J I R A 4 . 2
• Sample Data
C O N F 5 . 0
• Sample Data
G H 6 . 0
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
V E R S I O N 1
• Didn’t Scale
• In Product Training didn’t created Administrative problems.
• Shared training environment (junk data)
• Magnolia Data Module falling down.
• Clunky navigation
• Required separate login
• Hard to QA!
Problems with Version 1
V E R S I O N 1
• Single Company
• Calculations Slow
• Admin Pages Slow
• Reporting Slow
• Content Not Searchable or SEO Friendly
• Always maintaining - never innovating.
Problems with Version 1
VERSION 3
VERSION 2
VERSION 1
The stages of What.
Atlassian University 2.0
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
P O S T G R E S Q L
• Data
• License Data
• Lesson Completion Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
API
API
API
P O S T G R E S Q L
• Data
• License Data
• Lesson Completion Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
API
API
API
P O S T G R E S Q L
• Data
• License Data
• Lesson Completion Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
How it works
M A G N O L I A
• App Pages (Freemarker, HTML, JavaScript)
• Content
J I R A S C R E E N S H O T
• Sample Data
C O N F L U E N C E S C R E E N S H O T
• Sample Data
J I R A + G H S C R E E N S H O T
• Sample Data
S H E R P A J S
S H E R P A J S
S H E R P A J S
API
API
API
P O S T G R E S Q L
• Data
• License Data
• Lesson Completion Data
A T L A S S I A N I D
• User Management
V E R S I O N 2
• Scaling better, but not perfectly
• Creating a lot of content.
• Created another “Training Silo”
Problems with Version 2
VERSION 3
VERSION 2
VERSION 1
The stages of What.
IntroducingAtlassianHolisticContentCurationUtility.
aka. A.H.C.C.U.
God Bless You
Exactly.
A
C
C
U
TLASSIAN
ONTENT
URATION
TILITY
H OLISTIC
Emphasizing the importance of the
whole and the interdependence of its parts.
T H E A M E R I C A N H E R I T A G E ® D I C T I O N A R Y
”“H OLISTIC
Learning opportunities live everywhere...
C ONTENT
Organize Existing Content
Organize Existing Content
Organize Existing Content
Organize Existing Content
...but they are in silos disorganized.
C ONTENT
C URATION
Structured content eases shared understanding...
C URATION
Structured content eases shared understanding...
C URATION
Structured content eases shared understanding...
C URATION
... augment where necessary.
C URATION
... augment where necessary.
C URATION
To create a bundle..
C URATION
... that consistently ...
C URATION
... leads to ...
C URATION
..shared understanding!
C URATION
..shared understanding!
C URATION
..shared understanding!
U
Everyone can use it.
TILITY
U
Everyone can use it.
TILITY
A
C
C
U
TLASSIAN
ONTENT
URATION
TILITY
H OLISTIC
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University tutorial on fields and field configurations
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Creating Custom forms in JIRA
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Creating Custom forms in JIRA
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Instruction Text This tour shows how to create custom fields in JIRA.
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If not set the dialog is centered, drag dialog in preview to move
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Customize JIRA Forms
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Customize JIRA Forms
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V E R S I O N 3
How it works
M A G N O L I A
• Content
J I R A S C R E E N S H O T
C O N F L U E N C E S C R E E N S H O T
J I R A + G H S C R E E N S H O T
S H E R P A J S
S H E R P A J S
S H E R P A J S
API
API
API
P O S T G R E S Q L
• Data
• License Data
• Lesson Completion Data
• Content Lists
A T L A S S I A N I D
• User Management
A N G U L A R J S
• App Pages (HTML/JS)
API
API
API
V E R S I O N 3
• We don’t know yet :)
Problems with Version 3
L A B E L T I T L EL A B E L T I T L EW H Y
HOW
WHAT
W H A TH O WW H Y
HOW
WHAT
W H A T
H O W
W H Y
W H Y
W H A T
H O W
We believe that sharing knowledge is important... but it isn’t easy at scale.W H Y
W H A T
H O W
We believe that sharing knowledge is important... but it isn’t easy at scale.
Organize content into repeatable steps to guide each user to shared understanding.
W H Y
W H A T
H O W
We believe that sharing knowledge is important... but it isn’t easy at scale.
Organize content into repeatable steps to guide each user to shared understanding.
A.H.C.C.U.
Spreading knowledge is as easy as spreading germs.
W H Y
W H A T
H O W
Thank you!
M A R K H A L V O R S O N • D I R E C T O R O F I N T E R A C T I V E • A T L A S S I A N • @ h a l v 0 1 1 2
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