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Nine Ways to Improve the Drupal Administrative Experience

In the open source world, you often hear people observe that Drupal was built for developers while WordPress was built for content managers.  This observation contains thinly veiled criticism of both platforms.  For Drupal the implication is that the platform doesn’t provide a great user experience for content managers.

The criticism sticks because it is sort of true.  Right out of the box WordPress’s administrative tools aren’t intuitive or easy-to-use.  With the release of Drupal 8, Drupal out of the box is better than it used to be, but is still somewhat baffling to folks that aren’t familiar with the platform’s quirks.

As someone who builds sites in both WordPress and Drupal, I have to admit that I have contributed to Drupal’s bad content management reputation.  I am guilty of not focusing enough on the experience of people that do the day-to-day work in Drupal: content managers.  The fact is, with a little effort you can make Drupal intuitive and easy-to-use.  Below are some tips on how you can improve the Drupal administrative experience.

(1) Create Custom User Roles

By default Drupal also creates an Administrator user role that has access to the entire backend administrative system (content, theme, blocks, views, etc.).  Often all administrative users will be given access to the full set of administrative tools.  This is confusing to the user as they have access to lots of features they aren’t familiar with.  It can also lead to bugs as admins experiment with backend tools they haven’t been trained on.

Drupal features a powerful user role system that allows for the creation of custom user roles.  Once a custom role is created, super administrators can pick and choose what backend features and functionality the role has access to.    At the beginning of a new project user roles should be set up for the different types of administrators.  People who are just going to be managing content should only have access to the content tools.  If someone is just posting press releases, they should just have the ability to post press release.

This approach both makes the administrative tools easier to use and prevents mistakes caused by people using features they haven’t been trained on.

(2) Customize the Look of the Administrative Section

The default Drupal administrative themes that come with Drupal 6 and 7  aren’t very attractive or usable.  Fortunately there are a myriad of slick administrative themes you can install to improve the Drupal administrative experience.  We are partial to Ember for Drupal 7 sites.

Drupal 8 actually has a pretty nice default administrative theme, although you can use a different theme (or create your own) if you want to.

Take the time to make sure your Drupal administrative section looks as nice as the site’s frontend.

(3) Customize the Options in Your Administrative Menu

If you have used a Drupal site you are undoubtedly familiar with the default menu options that are available by default.  Content.  Structure.  Appearance.  People.  Modules.  Configuration.

While these options make pretty good sense for people that have full administrative rights and know Drupal, they aren’t relevant for all users on all projects.  We recommend customizing the menu options based on your site’s workflow/needs.

Some tips:

  • Minimize clicks by having frequently used administrative pages accessible via the top level navigation system.  If 90% of the site’s content involves creating and editing blog content, have “Create Blog Entry” and “Edit Blog Entries” be two of your top level options.  Given admins easy access to the functions they perform freqeuntly.
  • Don’t be afraid to rename things.  If you think “Theme” makes more sense than “Appearance” then simply rename the tab.
  • Add links to other resources you use in managing your site that may not be part of Drupal.  Add links to documentation, style guides, Analytics accounts, etc. so that the Drupal administrative section can serve as the definitive resource for your web program.

(4) Create Custom Administrative Views

By default Drupal features a “Find Content” section that allows for users to filter content by content type.  On more complex sites this section becomes inadequate as your administrators will want to search using different criteria based on the content type they are reviewing.  As example, an administrator may want to filter the content type blog post by author.  This author filter may not be relevant for a content type such as press releases.

It is easy in Drupal to customize the options available on that main Find Content page and to create custom views for specific content types.  Take the time to customize the backend content view pages so they are truly useful to administrators.

(5) Take the Time to Set Up the Dashboard

Drupal comes with an administrative dashboard section that allows you to create quick links to the most frequently used content.  Take the time to set up and customize your site’s administrative dashboard.  Here are some ideas on how the dashboard can be used:

  • Create quick links to functions that are performed all the time.  This would include things like Add Press Releases, Edit Press Releases, etc..
  • Create quick links to third party resources the client may want to access.  This might include links to Google Analytics, Mailchimp, Client Reports, Style Guide, etc.
  • Include a list of recent content the user has edited.
  • Include a list of content updated by other users.

(6) Write Instructions

When building large Drupal sites it is inevitable that some content types end up with a ton of fields.  These fields can be mysterious to people not familiar with the site..  We recommend grouping these fields into logically field collections and writing clear instructions as to what the fields are used for as a way to avoid confusion.

As an example, say you have a content type called Research that includes a checkbox called Featured Research.  On the backend you should explain that clicking this checkbox causes the research node to be featured prominently on the main Research page.  Write clear instructions so that administrators always know the ramifications of the choices they make.

(7) Document Image Sizes

Over the years our Drupal sites have gotten more and more image intensive.  And with the rise of mobile we also find ourselves having to upload multiple versions of images to ensure they look good on phones, tablets as well as desktops.

It sounds simple, but on the backend you should provide specs to content administrators regarding the file size, dimensions and format of images.  If you want a square jpg that is no more than 500*500 to be uploaded, tell the administrators that up front.  It will save a lot of trial and error.

(8) Install and/or Customize the WYSIWYG

It sounds crazy, but Drupal 8 is the first version of Drupal to include a WYSIWYG in core. (I told you Drupal was built for developers).  So if your site is in Drupal 7, as a first step you will need to install a WYSIWYG module such as CKEditor if you don’t want your content editors to have to write straight code.

Once you have a WYSIWYG installed take the the time to customize the options that are available based on what your content managers will be doing.  If you know your content managers will be copying a lot of content from Word, include the Paste from Word option.  If you don’t want content editors to change fonts, don’t include the font selector options.

While we encourage the installation of WYSIWYG’s for basic formatting, we advise against providing too many options.  If you have set up your Drupal site in an intelligent way, content managers should only be doing basic editing work (adding links, bullets, etc.) in the WYSIWYG.

(9) Don’t Forget to Do Spring Cleaning

A lot of the sites we manage have been in Drupal for years.  In a lot of cases the backends of our sites have gotten really messy as a result.  Take the time a few times a year to go in and clean up to make sure the administrative tools are user-friendly.

Are there fields, taxonomies or content types that are no longer in use?  Remove them.  Are there new materials that should be featured in the overall administrative menu?  Add them.  Are there materials that are no longer relevant?  Delete the link.

Periodic clean up is important.  Without it the administrative section can get really confusing for new people who come on board who may not have historical knowledge of a site.

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Drupalcon New Orleans: 21 Key Takeaways

Chris, Mike, Ron, Shane and I spent last week at Drupalcon in New Orleans.   We learned a lot and enjoyed a little too much of News Orleans’ food and nightlife.  Following is a list of our key takeaways from the trip.

(1) I attended my first Drupalcon Business Summit on the Monday before the conference.  It was inspiring to hear the perspectives of others running Drupal development firms and I came out of the Summit with tons of marketing ideas and growth strategies.  I would highly recommend the Business Summit, as well as the other Drupalcon Summits (Government and Higher-Ed) that were held on Monday.

(2) In his Druplacon Day 1 keynote, Drupal founder Dries Buytaert proposed a number of new initiatives for Drupal 8.  I was personally most excited by the proposed improvements to the way media and workflow are handled in Drupal 8.

(3) Lafitte’s Blacksmith Shop Bar was built between 1722 and 1732 and is reputed to be the oldest structure used as a bar in the United States.  It is also lit nearly entirely by candlelight and is the darkest bar I have ever been in.   Cool place.  Photo of Ron and Chris enjoying some adult beverages.

Ron and Chris at the darkest bar in New Orleans during Drupalcon.

(4) Around half of our Brick Factory staff work out of our Washington, DC office with the other half working remotely.  I attended a good session on running a distributed Drupal shop that included a bunch of useful tips.  One interesting factoid from the session: 30 million Americans currently work from home and that number is expected to double in the next few years.

(5) Given the increasing architectural complexity of Drupal, Ron thought most development shops would host their Drupal sites on one of the excellent Drupal managed hosting platforms that are out there (Acquia, Pantheon, Platform, Blackmesh, etc.).  These platforms provide Continuous Delivery solutions and are more secure, reliable and scalable than self hosting.

(6) Apparently the state of Georgia saved $5,000,000 switching from Vignette to Drupal.

(7) The Crab BLT and onion rings at St. Lawrence are highly recommended.  Great food and cool place.

Fried crab BLT at St Lawrence in New Orleans

(8) I attended a Drupalcon session on improving the Drupal administrative experience that was very useful.   It sounds obvious, but the key to creating great content management tools is to spend time planning out the administrative experience in the same way you would the front end experience.  We are certainly guilty of skipping this step at times.

(9) If you have ever wondered why WordPress has a robust marketplace of themes and modules/plugins and Drupal doesn’t, check out this talk.  The session explains how Drupal’s General Public License prevents the selling of modules and why that may not be a good thing.

(10) From the same Druplacon talk, there apparently is a closed Drupal distribution called NP8 that is aimed at media companies and costs several hundred of thousands of dollars a year.  We’ve got to get us one of those!

(11) Ron and Shane have developed an intense ping pong rivalry at the various Drupalcons they have attended together over the years.  Ron continues to dominate, although he definitely showed some signs that he may be past his prime. Shane is coming for you Ron!

Drupalcon ping pong match in New Orleans.

(12) Most of the programming sessions at this year’s Druplacon focused on training developers on how to use Drupal 8.  The Drupal 8 sessions were packed with overflow crowds,  with many standing and sitting the floor.  From our own work and talking to others, it is clear that that the learning curve for D8 is much higher than D7.

(13) We are very excited by the caching layer in Drupal 8 and the various contributed modules that the improved caching is making possible.  There is an experimental module called BigPipe that allows for uncacheable programming blocks to be loaded after everything else on a given page. RefreshLess also looks really interesting and promising.

(14) We all thought theDrupalcon Day 2 keynote by Sara Wachter-Boettcher was amazing.  The talk was about how we can make our designs kinder and more inclusive.  She shared some great anecdotes about how website design and language can unintentionally lack empathy.  One example: brands that send Mother’s Day promotions to people whose mothers may have passed away or are not involved in their lives.

(15) Chris found the Lessons from WordPress Core Drupalcon session that covered the differences in approach between WordPress and Drupal very interesting.  Wordpress tends to prioritize backwards compatibility and the content editor experience. Drupal prioritizes code and the programmer, and hasn’t traditionally worried about backwards compatibility. Things are changing a bit on the Drupal end, and there are ongoing discussions about whether the Drupal release cycle should mirror WordPress more closely. It seems the sweet spot may be somewhere between where Drupal was and WordPress is, and it looks like that is where the Drupal community is headed.

(16) Unlike most cities in the US, the bars in New Orleans don’t really seem to close so the night can just sort of keep going and going.  This sign we came across sums up the ethos of the place pretty well.

The soup of the day is whiskey.

(17) If you are a programmer just getting started in Drupal 8 we recommend the Altering, Extending, and Enhancing Drupal 8 session.  Great overview.

(18) Overall it was validating to see that our front and back end Drupal development processes are in line with what other firms are doing.  The sessions we attended will lead us to take a fresh look at Pattern Lab, kss-node and CSS regression testing (Phantom CSS/Wraith).

(19) The Responsive Images Druplacon session took an in-depth look at how to size responsive images to work well with all devices and how to implement in Drupal   We use images to evoke emotion on many of our sites, so having images look great in all sizes is something we need to prioritize.

(20) We had some great meals in New Orleans, but the best was probably at Cochon Restaurant.  The smoked pork ribs were amazing, as was the Louisiana cochon with cabbage, cracklins and pickled turnips (pictured below).  Must visit.

Louisiana cochon with cabbage, cracklins and pickled turnips

(21) A few on our Brick Factory team would have benefited from not having a casino strategically positioned between our hotel and the conference venue.  Harrah’s New Orleans misses the Brick Factory.

(22) Next year’s Druplacon will be in Baltimore, approximately an hour away from our Brick Factory DC headquarters.  We’ll be there.

moving

Our New Digs

When founding the Brick Factory back in 2011 one of the first (and biggest) decisions we had to make was about our new office.  The decision was made difficult by a number of challenges:

  1. We decided to launch the firm in the Summer with a firm start date of October 1, 2011.  As a result we only had a few months to find the space, which meant we were limited to offices that were immediately available and didn’t require long build outs.
  2. Finding office space was one of a million things we had going on at the time.  Simply starting the new company was our primary focus, so didn’t have the time to devote our full attention to the search for a new office.
  3. As a new company with a limited credit history, we didn’t have much leverage in our negotiations with prospective landlords.  
  4. We wanted to be in downtown DC, which is a market priced for corporate clients.  There were (and still are frankly) a limited number of office buildings we could afford as a small business.  

We ended up finding a nice pre-built space at 1726 M Street NW near Dupont Circle.  We tore down a wall or two, slapped some paint on the walls and filled it with the nicest furniture we could afford.  And we got to work.

1726 M Street was never our dream office.  It had ugly carpet, limited windows and an eccentric heating/cooling system.  But I’ll always remember if fondly since it was our first office.  It served us well.

In early 2015 we heard that our landlord was planning to tear down 1726 M Street and a few other buildings nearby. The plan was to build a fancy new mega building with rents way out of our price range.  Our landlord exercised the eviction clause in our contract and we had to be out in nine months.

This time around we had a lot more time to find our new space and also a better idea of what we wanted:

  1. A boutique building with character as opposed to a nameless office building like our old space.  We wanted a building small enough that we could have our own floor.
  2. A downtown DC location with metro access.  We loved our old location so didn’t want to move too far away.
  3. After years working in a dark office with windows on one side, we wanted windows on all three sides if possible.
  4. The opportunity to design the space to our specific needs.

The search took a few twists and terms, but we found our new space and today we moved into our new office on 925 15th Street NW.  The space is right on McPherson Square and not far from the White House.  Our new office has our own floor, windows on three sides and was built out to our specs.  It is kind of awesome.  

While leaving the old space is a little bittersweet, all and all we are thrilled with our new office. For me personally, moving into this new office represents the beginning of a new phase for the Brick Factory.  To borrow from Swingers, “our little baby is all growns up.”

We look forward to hosting our clients and friends in the coming weeks and months in the new space.  In the meantime you can see some photos of the new space here.

Join our team: Junior Strategist position

We’re Brick Factory and we build websites:

The Brick Factory plans and executes world-class digital campaigns for non-profits, trade associations, advocacy groups and brands. We understand that results matter, and use cutting edge technology to help our clients reach their goals.

We believe in simple solutions, setting clear goals, and providing great service to our clients. We believe a good website or campaign is never done and the launch of a website is the beginning, not the end.

Why You Should Work for Us:

  • You’re at the core of a small team – you’ll have plenty of opportunity to take on responsibility.
  • You’ll be constantly challenged and will learn something new every day. Trust us – you won’t be bored.
  • You get to develop great relationships with your clients where they value your advice and experience.
  • You get to work for some great causes: from saving tigers to ending Alzheimer’s to empowering global youth.
  • We’re fun to be around.

(more…)

donate

Six non-profit websites with effective calls to donate

On Giving Tuesday a few months back I got seventeen emails from eleven different organizations asking me to donate to their cause online.  These are great organizations I believe in and have relationships with.  I would have liked to give to each and every one.  But, like most Americans not named Mark Zuckerberg, I have a finite amount I can afford to donate to charity each year.  Deciding who to give money to is sort of like asking a parent to choose which child they love the most.

My glut of emails on Giving Tuesday is a great indication of how competitive online fundraising has gotten for charities.  Donors have tons of great choices.  Charities have to fight for each and every dollar they raise online.  To succeed in this sort of ulta competitive landscape, non-profits must have the small details right.

One detail that can make a giant difference is are the calls to donate on non-profit websites. Tyically very little thought is given as to how to get visitors into the donation funnel as quickly as possible once they are on a non-profit website.  Amazon has spent countless hours making their online purchasing process as simple as possible.  The Obama campaign was famous for using data to optimize its donation form.  This kind of optimization is foreign to most charities.  Most throw a big red donate button into their site header and expect the money to flow in.

Here are six non-profits that have clearly spent time optimizing their websites in an effort to maximize online donations.

(1) More than a Costume

More than a Costume is a micro-site produced by Doctors of the World during last year’s Ebola outbreak in Africa.  The site asks for visitors to donate money to help equip volunteer doctors with a real Ebola suite.  Very good example of how to show how money will be spent to personalize the donation.

morethanacostume

 

(2) charity:water

charity: water’s online fundraising efforts are consistently innovative and effective.  During the 2015 giving season, their homepage asks donors to make a donation in honor of the people you care about.  The ask was compelling and the donation process was dead simple.

charity-water

 

(3) Greenpeace

In addition to the ubiquitous big Donate button, Greenpeace includes a quick donate tool in its template that allows visitor to enter an amount and frequency.  This tool, shown in the upper left of the screenshot below, is accessible on every page of its website.

greenpeace

(4) American Cancer Society

If you visited the American Cancer Society website in December, you would see the pop up below urging you to give before the end of the year.  The counter is clever and the photo of Frankie is adorable.  It is also a nice touch to allow use to click a button to not see the pop up on future visits.

american-cancer-society

(5) Food for the Poor

The Food for the Poor homepage includes a really compelling call to give $3.65 per month to feed Maria, a seven year old from El Salvador.  If you refresh the page you will see photos of different children in the space.  The site also include a quick donate feature in its site template.

fooforpoor2

(6) Invisible Children

The Invisible Children website features a well designed donation button that is fixed to the right side of the page.  This means the call to donate is a constant presence as  you navigate the website.

invisiblechildren