A Dashboard that Works: Giving Editors What They Want, But Focusing on What They Need
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Dave Hansen Lant and Albert Hughes from Four Kitchens shared their experience building a custom Drupal dashboard for Stanford's School of Humanities and Sciences, a system now serving over 500 editors across 130 distinct sites. Their primary goal was to shift the focus from flashy features or marketing metrics to essential needs such as compliance, maintenance, and workflow efficiency. Previously, the team struggled with quarterly PDF reports generated from Site Impromptu exports that were often outdated by the time users accessed them; this new solution replaces those static documents with a real-time interface built using Drupal blocks that delivers actionable information directly within the editor's view.
The dashboard integrates ten specific functional blocks designed to streamline daily operations and resolve common issues instantly. Key features include an announcements section powered by a Google Sheet backend for non-technical staff, tools to locate recent edits amidst imported content, and modules that surface accessibility issues or broken links for immediate remediation rather than waiting for monthly reviews. Additional blocks help identify duplicate profiles created through conflicting manual entries and imports, simplify the complex process of reordering staff lists, and track who has access to specific sites alongside imported events and courses. Furthermore, read-only views display design settings and university policies to encourage communication with web services teams instead of allowing arbitrary edits, while caching layers are utilized to prevent excessive API calls and ensure smooth performance across the entire architecture.
Despite the system's success in eliminating roughly 100 hours of manual report generation per quarter and aiding support teams in debugging theme configurations or migration failures, the team faces ongoing challenges such as educating users who often bypass the dashboard by clicking direct edit links. The current setup does not yet allow users to move, remove, or add blocks, but future iterations plan to implement role-based customization that distinguishes between roles like Site Managers and Contributors, potentially allowing specific blocks to be hidden or prioritized based on user levels. Future versions, dubbed "Dashboard 2.0," aim to incorporate analytics on page engagement and data visualization, though the presenters advise other organizations to start small with simple blocks that solve repetitive problems rather than waiting for a perfect, all-encompassing solution.
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Uh well, welcome to Drupal Con 2026 in
Chicago.
[applause]
>> Glad you could all be here. Let's kick
it off talking about dashboards. This
may be the only session that you go to
this week that is not about AI.
[laughter]
>> So, uh here comes some some water. Uh I
am Dave Hansen Lant. I'm the director of
technical strategy at Four Kitchens and
I have been crafting stuff at Drupal for
about 20 years. Thank you, Jojo.
>> You're welcome.
>> And uh
I'm Albert Hughes. I'm from Houston,
Texas. Uh I grew up on AOL. I learned
HTML through library books. Uh I was I
learned about Drupal in ' 06 07. uh
attended my first Drupal Con in 2010 in
San Francisco and I was here in Chicago
for Drupal Con in 2011. Um and I
appreciate everybody uh who attended the
session.
>> Glad to be back in Chicago.
>> What we're sharing today um we're
sharing what we know. This is about
something that we learned. This isn't an
endorsement of a company uh software or
particular module but we want to share
what we know and then hopefully you can
take away something that you can apply
to the work you're doing back at home.
>> Yeah. Uh nor an endorsement of a
particular high red institution. Uh so
sharing what we know this is one of our
core values at at four kitchens and yeah
leaning into that.
So,
first off, when we're talking about
dashboards, we we want to set the stage
of the context that we're working in
here because we think it's important to
for for how you look at dashboards for
your own implementations. We don't want
you to to just slap something on your
dashboard just because Stanford did it.
Uh you're going to have to think about
your own context and how that's
different from ours and and how what may
or may not transfer directly.
Well, I didn't mention it, but I work at
Stanford in the school of human
humanities and sciences in the IT web
services team. Um, the school of
humanities and sciences is the premier
under was the main undergraduate college
at or the undergraduate school at
Stanford. U the HSDP or the humanities
and sciences Drupal platform is a shared
platform um for for HSN. So if you're a
department, a unit, a lab, uh one of the
dean's office offices, you can get a
free website. We provide free support.
Um there's over 500 editors. So these
sites, so we have 130 sites on these
sites. There could be one to two editors
or 30 20 to 30 editors. So we have about
500 editors across the platform. And
then we do continuous maintenance and
updates and bi-weekly deployments.
And what is HSR HSDP trying to do? So
with this site, we want to give editors
something where they don't have to worry
about the development. They don't have
to worry about hosting. They can just
get in and do the things that they would
need to do. Um, as we said, this is like
for compliance. So we want to make sure
that they're compliant. We want to make
sure that they have integrations with
the different systems across the
university and be able to just have a
have a website where they can take off
running and promote the things uh that
they want to for students.
>> Well, let me tell you [clears throat]
about the different teams of people who
are working on this platform. So, first
off, there there's Albert and his team
that's management and sciences web team.
uh Albert and his team think about
things like product and project
management
QA got some people who spent a lot of
time uh QAing the the changes that we're
making overall strategy of of what this
platform needs to be
>> and the product is the product
management of this HSDP platform and
then our projects are typically
onboarding new units onto the platform
or kind of doing a redesign any inside
of that particular the platform.
And next up is the Stanford web services
team. This is uh the wider Stanford IT
department and they own the or they they
manage the the infrastructure
the any backend development and any uh
upgrades and technical reviews. And
lastly is for kitchens team. We uh spent
a lot of time thinking about project
management,
design and technical product management.
So taking the ideas from design and
Elbert's team and turning them into a
plan and then engineering mo mostly on
on the front end.
Okay. What do we mean by dashboards?
We're not talking about your car. just
when you you log into a website and you
get an overview of the most important
things for for you to be looking at
>> life before the dashboard was a little
chaotic. When I first started at at
Stanford, I would attend a team meeting
and we had a full-time contractor and
every every week every weekly update I
would hear like I'm working on the
maintenance report like okay next week
I'm working on the maintenance report.
And so I didn't know what this
maintenance report was. And so when I
figured it out for our 130 sites, we
would do exports of uh broken leaked
reports out of sight impeding room. We
would ask our dev to run a report to
give us every user with a certain role
across every site. We do accessibility
checks. So this would take up to 100
hours quarterly to gather this
information and then email it out to the
units and then by the time they get it,
it's out out of date or by the time we
circle back with them to see if they
opened it, they never even took a look
at it. So we would have that and then we
would have the same questions come up
through support. Uh who has who has
editing access on our site? Uh what
importers are running on our site? So
from that we decided maybe we can
surface this information so it's more
real time. It's in their face. They can
take actionable items immediately when
they've seen it. And so that's where we
came up with the idea of the dashboard.
>> Yeah. And if if you're just getting a a
quarterly PDF of something,
chances are that may not actually get
addressed.
Okay. Okay. So, let let's take a look
about what's on our dashboard.
>> So, we're looking at this. This is a
screenshot of the desktop version of of
of the dashboard. We started with a long
list of blocks. Hey, here's all the
here's all the stuff from the
maintenance report. Here's the things
that uh we want the users to have.
Here's the things that users and editors
have asked for. And we narrowed it down
to 10 blocks that kind of give users
what they want as well as giving users
what they need.
Uh here's here's a view of the mobile
version of this. Uh
you may notice that there are some
non-standard things with with in our
screenshots here some little front-end
flare and little design flare. If you
want to find out more about how that
stuff is created, come to the session
this afternoon at 4 uh by Andre Zen here
in the front. Uh and I believe your
title is
more immersive experiences with vanilla
JavaScript, something close to that. Um,
but the the dashboard as a whole is
built with the dashboard module singular
different from the dashboards
plural module.
Uh, singular dashboard is pretty new and
was included in Drupal CMS. Uh, 1.0 was
was when the 1.0 release for dashboard
module list and um yeah mostly it's it's
just built with Drupal blocks. We're
going to go through these one by one and
tell you how how we came came to them
and uh yeah some custom branding and
custom interactions.
>> So when we have new features roll out um
maybe we've interested a new feature
called curriculum maps or we've we've
made enhancements to the way that users
could create private pages. We
communicate these updates in a variety
of places. Maybe in a Slack channel. We
send out a newsletter. Um we tell it in
our monthly office hours oneonone when
we speak to clients. Um so we we have
these announcements in different
channels except for the one place where
they're at when they maybe need a help
file or need to actually take action.
So, we wanted a place to put these
announcements and that's why we created
the HSDP announcements block so that we
can show the latest updates and and link
to documentation about them as well.
>> Yeah. And for other sites, other big
platforms like this that I work on,
sometimes people get nervous about
making changes that are going to impact
content editors and
people people don't want to get get
complaints about, you know, that
suddenly someone can't do something with
the website. Something like this really
really helps that. just making
communication is often the the key in in
these kinds of breaking changes that as
long as people know that it's coming and
and how to deal with it that um you're
you're then able to make more impactful
changes and and not just always moving
stuff by two pixels or whatever.
Oh. Uh so on on the back end of of that
if if this were just one website then
then this thing this could just be like
custom a private content type that maybe
only uh the developer role could could
create but since we got 130 websites
here uh and and there's no real like
content sharing between them what we do
is is this is just a a Google Google
sheet on the back end and uh if you
change the URL of a Google sheet you can
get get it in CSV format. And so then
there's just a bit of custom code to to
add to turn that into into a Drupal
block. See there's some markdown here
for creating links to our documentation
system.
>> And that's been helpful because the same
person that does our documentation,
they're they have they don't have a lot
of coding experience or or getting to
the web. So this allows if they want to
make updates that goes out to the 130
sites, all they have to do is open this
Google sheet, add the new new
documentation
um update and link and then it's on all
130.
>> Okay, for for each of these blocks,
we're going to have a slide like this
which just summarizes the things that we
talked about. So if you want to download
the slides later, that's all right there
and we're just trying trying to be
accessible with it.
Okay. Um, my latest edits. So, we all
know if you're familiar with Drupal, you
know you have the content screen that
shows all the content on the site. But
with our with the HSP, a lot of our
sites do a lot of importing of content
from Stanford system. So, it could be
full courses and uh all the staff,
faculty, it could be events. So,
typically when you log in, you're going
to see all the imported content. And so
if you're an editor coming back to make
edits, it's hard to pick up and see,
okay, that was the page or this is the
page I was working on. So we decided to
come up with this my latest edit spot,
which allows uh editors to see, okay,
this is exactly what I worked on. This
is when I worked on it, guys. And then I
can get back to work as soon as I log
into the site.
>> And under the hood, this this is just uh
simple Drupal views powered block.
And then this gets into, you know, I
don't know, we didn't say the title out
loud, but we wanted to give a lot of we
wanted to get blocks to give users what
they want. You know, stuff that they've
asked for, stuff that they bring up in
support, but now we're getting into what
they need. So, we want to keep them and
help these editors stay compliant. So,
we came up with this block pages with
the most accessibility issues. one of
the main things that we put in the
maintenance report. But now, instead of
looking at a PDF a month later and then
trying to go back into the website and
have the two up, you could just open the
site to the dashboard, get to the pages
with the most accessibility issues and
take action from there.
>> Yeah. And what may be a little bit
subtle, the the first two blocks that we
looked at, that's like definitely
not not compliance related stuff. And
now we're trying to get into the the
more compliance stuff. We we
intentionally didn't put this at the
top. We're we're not trying to hit
people over the head with compliance.
It's more like a nudging behavioral
economics to just get them
knowing that that it's there. And uh so
under the hood, this is built by
editorially module. Shout out to the
folks from Princeton who have put a lot
of work into that. I I love editorially
module. It run on every every website.
It if you don't know, it's it's a tool
to help content editors know when
they're doing something that is not
accessible. Maybe they put headings in
the wrong order or something something
that that engineering had control of.
And and this is basically just the the
stock plot that editorially provides
>> staying in that same in the same lane of
of of giving them what they need pages
with broken links. Um we wanted to be
able to surface that again and and give
them a pathway to see that report and
then be able to take action.
>> And so under the hood, this one is is
definitely more complicated. Uh this
data pulls in from site improved. Uh yes
there is a Drupal module that handles
broken links but we we already had site
working with with site improve. If if
you don't don't know what site improve
is it's like an external platform used
for like quality assurance. It'll it'll
track
tons of different metrics um and even
custom ones. uh and we we know that in
in the long term we we want to pull in
some more stuff from it too. So we
decided, well, let's start with the send
group stuff. Maybe we'll be able to
build on that later. And yeah, this is
just a custom block that accesses the
send group API.
What you see here is on the left a
imported profile and on the right is a
profile that was created manually by a
site editor. What that creates is
duplicate profiles or duplicate content
on the site. So a lot of time new staff
join or like a new faculty member joins
a department. They want to get them on
the website. An an editor may not know
if this if the site has an importer set
up or the steps to get them in the right
work group to get imported into the site
hasn't been set up. So they may go
create a profile and then somebody else
goes set them up in the work group. Then
that profile gets imported and so then
they don't know which one should go live
on the site. And then you have instances
where they're like, we made updates on
the Stanford system, but we don't see
that reflected on the site, or we made
the update on the site, but the profile
on the staff page doesn't match that. So
we wanted to pro provide a a way with
the duplicate profiles block where they
can quickly identify okay we have pieces
of content for people profiles with the
same name and then take a action u which
we we try to put in the block to
unpublish or edit and make those
changes. So this was one of those tools
to to help them with those issues that
they come across.
>> Yeah. Uh, and we're we're definitely
trying to, like Albert said, nudge
content editor is, oh, there's an
unpublished link here. Oh, that must be
what I'm supposed to do with with the
one that I don't want.
Uh, you might think that this is created
by views. It when we get into like uh
finding duplicate content, that that's a
little bit more complicated than you
could easily do with views. I'm sure you
could do it if you really tried. Um, but
because we're like matching on things
like email address or first or last name
and and try and find multiple
duplicates. Uh we did this with with
custom queries and
entirely custom block.
Anybody familiar with entity cues?
>> Okay. Yeah, we are too and we use them.
But when our editors see them, they
really don't know what that means. Uh
and what they really want to do is
reorder a list of staff. So maybe the
program leader is at the top and
everybody else they want listed in
alphabetical order or some type of way.
Uh so we would use instues and allow
them to go to those pages to see uh but
they'd have to drill down in the menu
and then the names could be confusing.
So we did two things on this block. One,
we renamed uh the interface so you see a
different name that that's more common
like a reorder and reorder profiles and
other listings. And then the users can
see, okay, here are all the lists that I
have access to. And then they can
quickly get to that list and reorder as
as they would like.
>> And this is one of those scenarios where
if we were to go back in time, eight
years when this platform was created,
maybe we wouldn't use any cues, but uh
we're here now. But so so let's like try
and make that technical complexity as as
straightforward as we can for for our
editors. Uh if if you're unfamiliar,
there are ways in settings.php where you
can do quick translations. So what we
did here is it just like translate the
term entity cues into reorder profiles
and other listings. And so then that
that phrase becomes our new phrase all
across the website. But other than that,
this is pretty much the the stock block
that is provided by any
>> common a very common question that comes
across. Who has access to make edits on
our site? Uh and and this is I know that
may sound uncommon, but within these
departments and and uh programs, you
know, there's certain people they might
working on this part of the website and
another group working on another site.
So they don't always know exactly what's
going on or hey somebody new to lead the
lead the department comes in and they
want to kind of know hey who does have
access or when the last time did did a
certain person u log into the website.
So that's this block and when we say
site editors it's actually a any user
with two different uh with certain
roles. So I think the site manager role
and the contributor role is what we're
calling a site editor. Um, but that's
that's how we got to the site editor
block.
>> And this is also useful for for us where
we can log into a site and see is is
someone actually maintaining this site?
Does it fall to just one person or is it
a team of people?
[clears throat] And uh under the hood,
this is is just pretty simple use block.
Uh if you're noticing the the usernames
there, you know that for all of these
screenshots, we we sanitized and came up
with with fake uh names for for the
sensitive data
importers. So at at Stanford, we're
we're importing Stanford events,
Stanford profiles, and courses.
And that's really a common question for
that people want to know as well as on
support when we're debugging especially
like what importers are running why
isn't this profile coming in why don't
we see it this allows editors as well as
the HNS web team to quickly log in and
see oh these are your courses you can
have certain what what course tags are
being used to pull in certain courses
what tags and what type of work groups
are pulling in people and then from what
departments are being pulled in.
>> Yeah. Uh and and this is definitely
where the most custom code is on on this
dashboard.
Under the hood, all this stuff gets
imported into the the sites via the
Drupal [clears throat] map migration
module. Um and but there's like a lot of
complexity to to those migrations. Those
of you who have worked with the the
migration model before, you'll you'll
know that the the standard Drupal
interface for for the migration stuff,
it's it's pretty complicated and can
show you some pretty confusing things.
Like, for example, it can show you that
you have a negative number of items that
have been imported. So, we we didn't
want to just expose that kind of stuff
to our content editors and like that
would that would just make them more
confused and not less confused. So, we
we really worked hard to figure out oh,
what What is kind of the the bare
minimum that we can do to to help them
understand what when and how and from
what criteria is is content being being
imported into their website
and then get this gets back to uh more
more of what they need design settings
on our platform. users can choose or
sites can choose between two themes,
colorful or traditional. And then within
each theme, you can have a variety of
about six different color pairing
options. So when it comes to debugging
or figuring out like what's what theme
are they on, which color pairing, uh
usually you'd have to take a journey
through the admin menu and appearance
theme and you know about 10 10 different
clicks and this just puts it right here
on the dashboard. So I I've used it more
so where it's like okay what what theme
they have I could just go to the
dashboard see it right there and and get
to debugging or communicating. Uh so we
wanted to bring that as well as we have
a few design options now like in u
animation enhancements and we may have
more in the future. So this kind of
gives us a base to um communicate those
site options that are going on on the
site. And then the university policies
block is more that giving them what they
need. Uh links and common links that are
that are asked or can we do this or are
we allowed to do this? Uh within the
university guidelines, we put those
common links right there on the
dashboard block as well.
Yeah, that and that first block on the
on the left, the design systems. Uh,
this is some sitewide settings that we
want them to know about and know that
they're there, but not change on their
own. We don't just want them to change
the the site theme willy-nilly. Um, that
we want them to start a conversation
with us. And so this this gives them
that kind of information so they can
come to us and
start with what what what could be maybe
just changing the theme or or maybe like
a full redesign or
who knows what. Uh both these blocks are
are just hardcoded. Um, again, if if
this was just one website, maybe these
could be some used content blocks, but
uh because we want to these are rarely
going to change and uh so this is custom
code that you can just push out to all
all the sites.
>> Yeah. Right there in the design
settings, there's a link. We have a like
a test reference site where you can go
to that site and then change the theme
and change the color appearance and get
a preview. So, like Dave was saying,
that's a place where they can go and
say, "Okay, I'm currently on colorful
Cardinal. Let me look at a reference
site, look at some different color
pairings, look at some different
options, and then start that
conversation if they want to look at
something different.
What we wanted to say about us, so with
the dashboard, our whole goal was that
we want to we want to come off and make
sure our editors know that we want them
to be successful. We want them to be
compliant. We want them to have the
tools that they need. We want them to
know we got your back. We're giving you
the stuff that you want that you've
asked for that that the questions and
then we're giving you stuff that you
need things that like again to help you
stay compliant to help you know what the
content help you know what editors are
on the site. So that's what we wanted to
do and that's that's the what we want
them to say about us or kind of feel
from once they see and know the
dashboard.
>> Yeah. Because the the the dashboard is
is gonna
implicitly explicitly say what what's
important to you your organization and
so yeah as you're all think about your
own dashboard is what what do you want
it to say about you
>> so the question of has the dashboard
been successful
well one thing I know it has eliminated
the need for manually generating those
maintenance reports that was 100 hours a
quarter so I think being able to move
that time away from generating
maintenance reports
to maybe even taking that time to help
units, you know, debug or fix the stuff
that's on the maintenance reports. We
can shift that time from just
communicating and telling you what you
need to fix to maybe having more time to
help these units fix those those issues.
Um, I think that's been tremendously
successful. And then site editors when
they when they know about the dashboard,
every every site editor I've talked to
uh that either saw it or when I showed
them for the first time, it's like,
"Wow, all everything I need is right
here and they love it." But there is a
piece of they love it when they know
about it and when they see it. So, we'll
talk a little bit about that. And then
it's been a huge help for the HNS
support team. So when we get support
requests again, whether that's digging
through the admin menus to get down and
see what their theme is or try to go
into the migration settings and figure
out which migration ran and uh when the
last time it ran, we can use the
dashboard as a quick way to get answers
and and get that back to the clients.
And then um our executive director of
web services on our team, she meets with
a lot of the lead. So it with each
department or college within HNS,
they'll have like a DFO or a lead admin
person. So when a new person comes on
and they meet with with Marion, the
question is like what's happening with
my site? So she's able to sit down with
them on a Zoom call, go through the
dashboard and kind of provide an
executive summary of like here's all the
site editors on your site, here's your
importers, here's where the links. So
now they have a quick reference to go
and see all the information and the
questions that they may ask to get up to
speed.
>> And I think another way to say what
you're you're saying, Albert, is it yes,
it's been successful
for both editors, it's making their
lives easier, it's also making our lives
easier and and making the the whole
platform more more effective.
Let's talk about what's not on our
dashboard. You may have already been
thinking, "Oh, well, I didn't see any of
it. Let's uh let's go through that." So,
some of this is just a matter of what's
not yet on our dashboard. We I I think
we're calling this dashboard 2.0. We
started with even a slightly simp
simpler version.
We Some of this is is ideas for
dashboard 3.0.
you notice there there isn't any
marketing kind of blocks on here about
like uh conversions or or something like
that and this is definitely comes back
to the what what context are you in for
for some of our other clients uh that
that sort of thing would definitely be
foremost in their mind for for a
different kind of platform. Uh there
isn't any analytics about site visitors.
I I would love to get something on here
eventually about like which pages are
people spending the most time reading so
that faculty are trying to share their
work with the world. Uh we can see what
which kind of articles are getting read
the most. There's nothing here about
technical performance
site page speed or anything. Uh that's
probably not useful to our editors. also
don't have any overall site stats like
your site has 432 articles. Um that's
probably not useful for them either. Um
yeah, so part of it is stuff we want to
do in the future. Part of it is it's not
here because it's not useful in this
context and part of it is well maybe
it's just not all that useful.
>> Yeah. I think the initial uh we wanted
to focus on like again what they wanted
and what they need at that at that time.
A lot of the people a lot of the people
logging into the site are editors. They
they are actually coming into doing some
type of action on the website. Mo many
of times it's not their full-time role
to do website stuff. So they're they're
they're on there to add an event.
They're on there to uh update a person
profile and you know look at that kind
of stuff. So we our initial steps were
let's let's get the stuff from the
maintenance report. Let's make sure
that's on there. Let's get some stuff
that people ask for through support and
then let's start there. And so like I
said I I I think we have some ideas and
some things that we want to continue to
expand out especially around those
analytics of of pages that are
performing.
>> Well, let's take a look at what's next.
Yeah, I think I I I I briefly mentioned
it. Communicate and educate is a place
that we really want to continue. So, we
did a lot of lot work on the dashboard.
People who see it love it. But I have
talked to units in there like, "Oh, I
didn't know about this." So, a place
that we really have to do a better job
is continues to give people educate the
mindset because I think a lot of our
users again, they come to the website to
make edits. So, they may have a certain
pathway or they they're looking at some
instructions. log into the site, go to
this page, make an edit, and they may
not know, okay, I have this dashboard
that I can go to to get this
information. Uh, so one of the places
that we really want to continue to do is
to communicate and educate. And then as
we're talking to these units about the
dashboard, getting feedback, what's
worked, is there some other information
that we missed that you would want or or
or maybe even need to get on there and
then continuously refining the blocks. I
think as Dave mentioned, we started off
with a simpler version and then we've
moved to you had a one column layout,
then we moved to a two column layout.
We've added a a little a jump link
navigation menu to the dashboard. So, we
want to continue to refine the dashboard
itself as well as the individual blocks
and then ex explore some of those newer
blocks.
Well, let's step back a little bit and
look at the big picture. Like just think
about kind of dashboards
in general. Why are dashboards important
right now? Uh
there's a lot of people in this room and
so like you all must be interested in
it. Why why right now? And let me first
speak about why is it important become
important on this particular platform
right now? And I think part of it is
that um that the platform is getting
fairly mature and we're in a pretty good
groove on the front end stuff. Uh we're
creating new components. We're refining
existing components. Um but yeah, like
we're kind of in a groove about that we
through our design and engineering
cycle. [clears throat] And so it it
feels like we are have solved the
problem about how to make it look good.
And so now we kind of need to think
about more bigger questions about are we
successful overall and look at what does
successful mean from many different
vantage points and and so that that's
why I I think the the dashboard on this
platform is is important for for us in
this phase of of life. [clears throat]
And then thinking about lit for you all
and and the wider web community. I think
this topic is becoming more and more
important because in general we're not
just tearing down sites every four years
anymore and rebuilding them from
scratch. You're all working on long
lived projects that um you're
encountering the same sorts of things. H
how can you make sure that the the
product overall is is being successful?
some takeaways. Um, I think one thing to
think about is is there any repetitive
things? Is there repetitive questions or
things that you have to continuously go
back to that you may be able to offload
to put onto a dashboard? Can that save
you some time? Uh what are some of the
important things that editors keep
forgetting about or like you know like
every time like ah they need to you know
put there certain c something with
accessibility or some something that
they should keep in mind. Is there a way
you can take some of that that stress
and move that to a dashboard? Uh
what and then I think for us that was
very helpful is we just did it because
there was a lot of talk at first of like
okay what can we get all of these blocks
on there should we wait and it was when
we just decided to say let's start small
let's figure out some blocks that could
just save us some time whether that's
the starting with the announcements
block let's do the reports from from
site improve or editorially we know that
that would help us eliminate time even
if we just started with that by itself
that would be a tremendous help. So when
you when you go about this and you're
thinking about what you can do at home,
it's like is there some is there a way
you can just start small today? Is there
something very simple that you can get
started with to create a base and then
you know build on build from?
>> Yeah. And if you think back to those 10
blocks that we showed you screenshots
of, they're not flashy. They're they're
mostly just tables. And yet we we feel
that that it's it's been successful and
helping the the platform be more
successful. And so don't feel like you
you need to over complicate things
definitely if you don't have a dashboard
at all right now. Like anything that you
come up with is is going to be better
than with what you got now. And and so
yeah, don't overthink things. Don't feel
like you have to make it 100% perfect.
Uh just just take things in in small
steps. Keep iterating.
All right. Uh, thank you very much.
Through throughout the conference,
you're going to see at the end of every
uh, presentation a QR code like this.
Please uh, this is your opportunity to
give us feedback, Albert and I, about
what could we do better in our
presentations for next time. I'd love to
get your feedback. And u, also let's
open it up for questions.
See one question in the back. Can you go
back and show the dashboard one more
time?
>> His question was, can we go back and
share the dashboard one more time? Oh,
yes, we can. Thank you.
>> You mean this one here top the top to
bottom view?
>> Gentleman here in the black shirt in
orange.
>> Thank you. I uh I had a question about
the uh dashboard migration module. Um
and I was wondering what it looks like
when the migration fails.
>> Yeah, that's a great question. What does
the migration look like on the dashboard
when it fails? So like do we have a
mechanism on the dashboard that alerts
users that this migration has failed? Is
that the is that does that sound
correct?
>> Basically yes.
>> Yeah. So uh
sorry for the flashing but we'll come
back to the dashboard once
the previous one. So you you see we have
a column here for last imported time. Uh
there's not going to be any like red
flashing error messages or anything. Uh
the only impact here is going to be that
that they'll see like oh this hasn't
been imported in two weeks. What's
what's going on here? Um yeah,
>> for the most part I don't think our
migrations do fail.
>> Yeah. [laughter]
>> Uh depends on how you want to say that,
right? So uh I I think that I appreciate
the question because I think that's
something we may want to take back with
us cuz like Dave said I don't there's no
mechanism that says this has failed. So
we're based off of the date. So if it's
if we know that because the typical
question will come on like we added a
user to a work group, we notice that
they're not on the site or we're
importing events from the Stanford
events website, that event is on the
Stanford events website, but the event
isn't on our website, so obviously it
didn't get imported in. So, it does
require us to go check the last imported
time and say, "Okay, it was like there
it was it was imported two weeks ago."
But there's no notification that's like
this is out of the date or or it hasn't
been. So, I think that's some something
we may want to look and see if we can
refine to to help with that process.
But, I think right now it's it's
basically the last imported date that
we're using as a mechanism to see if it
failed or or it's failed. It hasn't
imported content.
>> Way in the back next to the wall. Hi,
thanks for your presentation. Have you
experimented with data visualization? If
so, why is it not there?
>> Good question. Have we experimented with
data visualization and then why isn't it
not there if we have?
>> Yeah. So, I I think some of these blocks
maybe lend to like more charts and
graphs type presentation,
but some of these maybe not like they're
like let's just look at the one we got
on the screen here like I I don't see
how you would turn that into like a pie
chart or anything. Uh but coming back to
what we talked about earlier about
different kinds of organizations are
going to need different things on the
dashboards. If you've got things where
your content editors need to think about
more traditional marketing metrics for
those types of things, I I can
definitely see more charts and graphs
and kind of presentation.
I think that's the in in our what's next
when we get into the stats and we get
into metrics we want to move into some
some data visualization that's like a
piece but like Dave said I don't think
currently the blocks we have I haven't
found saw any that like could utilize a
chart or a graph but it's some it's
definitely something to think about
thank
go
integration we use it a lot for our site
for
So I was wonder
>> okay the question was with site improve
and our site improve block
>> we have a site improve integration and
the question is what's the user
experience after a user clicks from the
action of the block to go to to with
like what's the next next experience it
goes off to that report page and site
improve. So right now it's it's it's
just it externally goes to site improve
versus having something internal within
the site specifically for that for the
program as well.
>> Yeah.
>> Go ahead.
>> Um you talked about the maintenance
report drove some of some of what you
did here. Did you also do stakeholder
workshops to get like live feedback from
people or other types of feedback?
>> So the the question is did we just take
this off of our uh reports, quarterly
reports that went out or did we do any
sort of interviews or stakeholder
feedback with with our content editors
to find out what they what they thought
they might want on the dashboard?
>> I think we used historical data that we
had a lot like from previous
conversations and previous questions.
We've had conversations with some units
to see what we have. But I would be
honest, I don't we we haven't I think
that's that's the the next step and the
things that we're doing now to hey, how
now that we have this now now going
through the process of having those
workshops and getting feedback from what
we presented. So we kind of took the
historical data, took stuff that the
questions and the and the things that
previously came up, created the
dashboard, and then now that we have
something to show them, we're then
having those conversations in those
workshops to now see where we can refine
and where we can make it better.
>> Yeah. I wonder if wonder if it would
have been hard to get like really useful
data from content editors.
We we have to phrase questions like if
we had a dashboard and I know you don't
really know what we mean by dashboard
but if we did what do you think should
be on it like now they have something
that where they can like actually see
and respond to.
>> Yeah I I agree with I think that and
that was the thinking is like with our
audience with the editors that the the
people who were using it without showing
them something it may have been harder
to get get really good information. Uh
so we wanted to get something out so
that they can see and
Heather,
>> this is really cool.
A lot of workflows they are like current
on redirect.
>> Yes.
>> The question was when editors log in, do
they always see the dashboard? U and the
edi the answer is no. Um, and that's one
of the reasons why we got to continue to
educate because of that workflow. When
we first launched and we were first
trying to start it, we did have that
type of workflow, but one of the one of
the issues we ran into is a lot of the
time we have somebody will send a a
person a link to log in to make an edit
on that particular page. So, you may
send a person a link to um a programs
page, they log in, they go to the
dashboard, then they're like, "Oh, what
page did I get sent to?" So, we had to
change that.
where I think right now it's you you
when you log in like your regular login
you get there but if you get if you log
in from any page it just logs in to that
page and editing screen. So that's
actually that's a tweak the the logging
experience and trying to see how we can
refine that in the best way. This is a
balance. We want them to go straight to
the dashboard but sometimes they don't
want to go straight to the dashboard
because they're trying to get to the
page. So um currently no the answer to
the question is no. They don't always go
to the dashboard when they log in.
>> Yeah. And and like uh like I was
describing like that that has made it
[clears throat] a little bit harder for
some people to discover the dashboard.
Uh currently on these sites on every
page in the footer that there's a login
button. And so when people are logging
in on a deeper page, they probably want
to do something on that page. So we
don't send them to the dashboard. We are
going to tweak this a little bit.
Currently when you log in on the front
on the homepage you stay on the
homepage. We want to twe tweak that one
so they end up on the dashboard so that
more people find find the dashboard
>> and all our sites you log in with SSO.
So just going out that threw a little
challenge in there too because it's not
just the regular Drupal login
experience. You're logging in through um
SSO. So that kind of added an extra
wrinkle to it.
>> Right. So, a lot of site users are
part-time site editors. Um, does your
road map include a way to help prompt
users to take actions through either
like notifications or emails sent
whenever there are things that they
should take action on?
>> Yeah. So, question was uh not all editor
maybe no editors are full-time website
editors. uh are there any sort of
prompts or uh things to to help them be
more successful?
>> Um I I don't think so. If am I answering
the question honestly? I think that's
those are great ideas that we want to
explore to see like is there some type
of notification? if there's some
additional, you know, something blinking
if they're not on the dashboard that
maybe gets them to the dashboard and see
uh currently we do not have that, but I
think it'd be a great place to explore.
So, thank you Chris.
>> And and also on this platform, if you
are like a full-on content editor,
you've you've gone through some training
about like what the site is, how to use
it, what how to be compliant.
So
the the dashboard is isn't the only
thing setting them up for for success.
>> Go ahead, purple hair.
>> Uh so a lot of you know people using
dashboards they want to be able to like
show or hide minimize drag and drop. Is
that kind of functionality available?
Uh the question is some dashboards allow
you to like move things around, remove
blocks, add your own blocks, anything
like that that we're thinking about. Uh
short answer is no.
Uh yeah, we're we definitely maybe
someday I I think we would be a long
ways away from that sort of thing. We we
do have an idea about maybe our
different uh levels of of content
editors. Our highest is is site manager,
but there's lower ones like contributor
and uh maybe those different roles need
to see different things on the
dashboard. That's probably the closest
thing that we we're thinking about that
what you're describing. I mean, I think
the show and hide, not completely
showing hide, but we did add a feature
to like minimize the block or like show
it smaller, but then like going to
Dave's point, I think the next step
would be more customizing the the
dashboard experience per role as like
certain roles may need may not need
certain blocks or certain roles may need
certain blocks higher in priority. So, I
think that's probably the next step in
our road map.
>> Go ahead. Um, so do you do you use
groups and then I guess followup
question how does that how does this
like perform are there any like special
caching things
>> yeah uh so first question was [snorts]
is groups involved here I'm assuming you
mean like the Drupal groups module and
then is is there any like performance or
crashing issues here uh let me talk
about the last one first yes uh with the
API calls to site improve mostly that's
probably the one where we had the the
biggest performance challenges. Yeah,
there's some layers of caching in there
so that like uh we don't hit the the API
on every time the dashboard visited.
>> Your other question, Dang it, now I've
forgotten it. Uh okay. Yeah. Uh no these
uh these 130 websites are uh the the
kind of topography there is that it's
one code base and 130 separate databases
[clears throat] running it runs on a
cloud next but do the same sort of thing
elsewhere and so they're they're the
sites are not really connected in the
same [clears throat] way as if you used
>> are are they
I don't think you mentioned this but is
it pulling are all useful just
contextual filters and user
>> uh yeah
contextual filters no because most of
these blocks are like overall on the
site as a whole here's the top whatever
in this case top broken links
>> I I think we're at time
>> [clears throat]
>> Well, I appreciate everybody. [applause]
If you have any questions, follow
up. I'll be happy to talk to to you all
more about it. But thanks again for
attending.
>> Absolutely.
>> Thank you.