Discovery: how engagement and UX research chart the course to success


Content Management System: the name stakes a bold claim. Can an organization inject all its content into a magic internet box and see it come out the other side organized and pretty?

Before we jump into data models like content types, fields, or custom entities we engage in Discovery. Planning and strategy are required to answer the really big problems that will define a projects' success.Discovery isn't requirements gathering. It is one of many periods of structured conversation on common ground with stakeholders whose outcomes seek to help realize the project.

In this talk we will think about how Agencies and Clients can augment one another's strengths to DELIVER VALUE to the User. We'll audit the tools at our disposal in Discovery, and case-study how to select the right one(s) for the job.

We will talk process.
There will be philosophizing.
There will be (some) humor.

Here are the buzzwords you are looking for:

  • agile
  • RFPs, briefs, proposals
  • workshops
  • analytics
  • user stories
  • personas
  • content strategy
  • documentation
  • prototypes
  • user testing
  • UX
  • IA
  • style tiles
  • compliance
  • design artifacts


video of past presentation at drupalcamp NYC:

Session Track

User Experience Design

Experience Level


Drupal Version