Design assets management

Fidelity WealthCentral design assets tracking

We did this project as a fixed schedule/fixed budget project and put a stake in the ground by going to the press with it early in its development. Thus, the design team did not provide full visuals for every wire frame, but instead relied on what we called “style types” for each project, for which we provided specifications at both the page and the component level for each functional area, as each was built by separate development teams.

For this project we created…

assetsfunnel

It was my job to track all the work and provide the documentation we handed off to development; this document is an abbreviated version of the tool I created to manage all of that work. It contains the following:

  • A work estimate document that breaks down how the documentation was compiled and how long it took to do each task.
  • The document I used to track work status
  • An inventory of all the wire frames created for the product
  • A sample of a project-level handoff inventory and the worksheet I used to determine the scope of its work
  • The ‘component locator’: an inventory of all the components and where they were located on the platform.

Fidelity WealthCentral design assets index, March 2008

Classification numbering system

An explanation of the numbering system I devised based on the Dewey Decimal system to help track WealthCentral’s pages. Why not traditional decimals? At this size and level of complexity, we found it easier to understand and commit the shorter, subject-based numbers to memory. Plus, we were the only group looking at the project holistically: each topic area was being managed as a separate project and so if we worked from the requirements documents we would not have unique IDs for the assets we were producing.

Classification system, October 2007

Design assets classification numbers

View it as a PDF

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