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.. _nearbeach_flow: | ||
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NearBeach Flow | ||
============== | ||
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What is NearBeach Flow? | ||
======================= | ||
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What is NearBeach Flow? We have several beliefs when it comes to project management; | ||
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* Things always go wrong | ||
* Quoting is really hard and no one gets it correct | ||
* User requirements/User stories are lost | ||
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We have structured NearBeach so the following modules are all separate modules; | ||
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* Requirements/Requirements Items | ||
* Projects/Tasks | ||
* Kanban Board | ||
* Sprints | ||
* Request For Change | ||
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The structure of NearBeach is setup in this manner, so you can pick and choose your flow between each of the different | ||
modules. For example, you might not have any user requirements, and just use the task functionality in NearBeach. This | ||
is perfectly fine for any small and quick tasks. Then there are some projects that have a lot of user requirements. | ||
These requirements should be stored in NearBeach, where they can be broken down into smaller requirement items. Relevant | ||
projects/tasks/kanban cards can then be connected to the original requirement items. | ||
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The following diagram best describes the entrance points for NearBeach, and the final exit point. | ||
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.. image:: flow/nearbeach-flow.png | ||
:width: 800 | ||
:alt: The NearBeach flow diagram. | ||
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How Does It Work | ||
================ | ||
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User Requirements | ||
----------------- | ||
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Requirements are a helicopter view of the project at hand. For example; | ||
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* Building a new site for Client X | ||
* Rebranding merchandise | ||
* Implementing a new ticketing system | ||
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For each smaller and detailed user story, you should use requirement items. For example; | ||
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* Implementation of the new API to accept payments | ||
* Deployment of the CI/CD pipeline | ||
* Creation of a new page for the Product X | ||
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Once you have laid out in your requirement, and requirement items, you can easily create Projects/Tasks to link back to | ||
each requirement item. One requirement item could have multiple projects/tasks. It is not defined as a 1-to-1 | ||
relationship. | ||
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For example, the requirement item "Creation of a new page for the Product X" can have the following tasks; | ||
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* Photography and Images of new product X for page | ||
* Design of new web page for product X | ||
* Construct the CSS for new web page for product X | ||
* Frontend build of the new web page for product X | ||
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As you can see, each task is required for this user story. However the tasks themselves are completely different and | ||
usually tackled by different departments. The photographer usually does not tackle the frontend code for the web page. | ||
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Projects/Tasks | ||
-------------- | ||
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Though projects and tasks are similar in NearBeach, there is one small definition difference. Tasks are considered to be | ||
small and quick tasks, where projects can be more complicated, and thus can be broken down into smaller tasks. | ||
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For example we have the following project "Setup new EC2 Instance for webserver", which will contain the following | ||
tasks; | ||
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* Setup EC2 server on AWS | ||
* Install required LAMP stack + Required Software | ||
* Setup Firewall on EC2 | ||
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So that small project has a bunch of smaller tasks. | ||
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**Question:** What if I am the only one who does this project? | ||
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**Answer:** How you utilise NearBeach is up to you. You can easily not create any of the extra tasks, and just keep it as a | ||
a single project. That will work perfectly fine, however we recommend splitting up projects if they start getting large, | ||
or there are multiple people involved. That way you can assign responsibilities at the task levels. | ||
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Kanban Boards | ||
------------- | ||
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For users who like to see things visually we have implement a Kanban board. The kanban board is customisable, where | ||
users can defined each column and level. Users will also be able to create cards, or link in existing tasks/projects. | ||
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Request For Change | ||
------------------ | ||
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The Request For Change module in NearBeach is designed to; | ||
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* Describe the change you want to implement | ||
* Describe the risk of the change | ||
* Describe the implementation and back-out plan of the change | ||
* Describe the test plan of the change | ||
* Detail to the end user, when the change is happening and the process around that change | ||
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The request for change also has "Change Tasks", which are a single task done at a certain point in the change process. | ||
These change tasks can be assigned to a user, with a QA to sign off. The RFC functionality in NearBeach can be used to | ||
track these changes as it is applied. |
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