Phase 3 Agency Outreach Recap, December 2023

Phase 3’s focus on collaboration, revisionsRevisions The WordPress revisions system stores a record of each saved draft or published update. The revision system allows you to see what changes were made in each revision by dragging a slider (or using the Next/Previous buttons). The display indicates what has changed in each revision. and workflow takes GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/ further into enterprise territory. Inspired by @annezazu’s earlier outreach exercise, and following up on my own proposal, I took the opportunity of availability during December 2023 to reach out to WordPress agencies specialising in enterprise projects, inviting them to a series of informal show-and-tell sessions.

The aim was to gain an insight into enterprise clients’ requirements, and how agencies currently address them. Sessions were offered on a semi-confidential ‘Chatham House Rule’ basis, to avoid any concerns around client confidentiality; but I committed to publishing a summary of what we saw and learned.

Take-up was disappointing.

Invites were sent via several different outreach channels, chosen primarily based on the personal connections of the people involved: WordPress VIP’s partner networknetwork (versus site, blog), the Enterprise channel in CoreCore Core is the set of software required to run WordPress. The Core Development Team builds WordPress. SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/., and the News Nerdery community. This ought to have touched around 100 enterprise-centric agencies. I scheduled 9 one-hour sessions over a 10-day period, at times to suit all timezones. There was capacity for around 40 agencies to participate; but in the end, fewer than 5 agencies signed up. A few others indicated an interest, but did not get round to signing up.

There are many possible explanations. Perhaps December was simply poor timing. Our call for presentations was kept deliberately open and vague; perhaps it should have been more specific. Informal walkthroughs were requested, to minimise the burden of planning and preparation, but perhaps folks would have been more comfortable giving formal presentations.

What is clear is that Core currently lacks warm and clear communication channels with the agency ecosystem – at a time when such channels would be particularly useful for both parties.

It also follows that the following observations are based on a smaller snapshot of enterprise usage than was hoped for. 

Enterprise development practice moves slowly.

Agencies and their clients now seem comfortable with blocks, as delivered in Phase 1: this is largely backed up by data in the recent SOEWP survey.

But we saw no examples yet of Phase 2-style ‘site customisation’: agencies are still sticking with familiar models based on site metadata and Settings pages, even when Phase 2 functionality would probably deliver a better outcome.

An enterprise may only revisit its tech stack every 3 or 4 years, with no reason to fix what isn’t broken. Agencies are probably working on multiple enterprise contracts simultaneously, theoretically giving them more opportunities to embrace new possibilities; but with a decade of pre-Gutenberg ‘muscle memory’, they have a commercial incentive to stick with what they know until proven otherwise.

Collaboration will inevitably happen outside WordPress.

Enterprise employees spend their entire day in office suites like Google Docs or Microsoft 365; social media planning solutions; general collaboration platforms like Jira or Asana; industry specific tools like Desk-Net for newsrooms; technical platforms like GitHubGitHub GitHub is a website that offers online implementation of git repositories that can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/.

If businesses already have these tools, integrated into their company-wide workflow, for tasks beyond website management, it’s a bigger challenge for WordPress to force its way into the picture.

Collaboration also happens before WordPress arrives on the scene, in the definition of a ‘house style’, or page templates, which are then hard-coded into the WordPress workflow. Web content creators get limited flexibility, or perhaps none at all, simply filling in boxes. This may seem like the antithesis of user empowerment. But:

  • The business gets predictable, consistent results, always on-brand, delivered efficiently.
  • Employees’ main concern is to get the job done quickly, and move on to their next task.
  • Agencies can tailor UIUI User interface and UXUX User experience to very specific outcomes, minimising the support burden.

Real-time content collaboration is not a current user priority.

We saw no ‘cowpaths to be paved’ when it comes to real-time collaboration on normal content.

The closest we have come has been from an agency working with large news organisations: they described multiple people swarming on a single piece of content, but working on different aspects of it. There would only be one author writing in ‘the content area’: but they would be supported by a picture editor, an SEO manager, a headline manager, a ‘homepage manager’ deciding where it will appear. (This is broadly in line with @annezazu’s earlier findings.)

But some content types are, by definition, real-time and multi-author. One agency brought up the example of ‘live blogs’. If a news site runs ‘live blogs’, typically for major ‘breaking news’ events or sports coverage, these will usually be among their most popular articles of the day. (Source: Press Gazette, 2023.)

Publishers dislike ‘live blogblog (versus network, site)’ solutions embedded from third-party platforms, which do not deliver search-engine benefits. We saw one custom WP-based solution running in the back end, which suffered from the current inability to have multiple authors on the same edit screen. We also know of front-end based, Gutenberg-compatible liveblogs which allow for multiple authors and more creative content entry methods.

We certainly heard a desire for multiple users to collaborate around a single content item. But ‘Google Docs in the editor component’ is not the only possible meaning of collaborative creation… and may not even be the main one.

Revisions need work.

The current implementation of Revisions predates blocks, and is barely usable given the amount of code now held in post_content.

One agency demonstrated work they have done for a major European newspaper, refined over several years, which offers blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience.-compatible WYSIWYGWhat You See Is What You Get What You See Is What You Get. Most commonly used in relation to editors, where changes made in edit mode reflect exactly as they will translate to the published page. comparison, with red and green highlighting of changes. They are open to the idea of sharing their code with Core; and are investigating how this might happen.

It was noted that collaborative editing may have unintended consequences for the current Revisions model. Right now, when only one user can edit and save at any one time, we know exactly who made each change, and when. This can be important for corporations in regulated industries. We lose that simple attribution to an individual, if multiple users are editing simultaneously. (Also noted in @leogermani‘s GitHub discussion thread.)

In conclusion

  • Core currently lacks channels for communicating and engaging with the agency ecosystem.
  • Collaboration on aspects of the website often happens away from the website, and involves people who never touch the website.
  • WordPress cannot realistically be the sole collaboration space for many enterprises and publishers, even as relates to a WordPress-based publishing workflow.
  • The ability to collaborate across different components of a post is currently a greater priority than collaborating within the post_content itself.
  • Beware of unintended consequences – for example, collaborative editing breaking our current Revisions model.

Where next?

Outside of immediate steps I can take, like supporting the agency mentioned to package its work on revisions for Core or arranging future sessions with agencies who expressed interest, we wanted to open the floor to hear from others around ways to improve uptake for enterprise agencies.

  • What do you think would help?
  • What should we try next to spark these conversations and bring feedback into this next phase?

My thanks to @annezazu and various members of the Core team for participating in this initiative; and to enterprise agency Big Bite for sponsoring my time in organising and running these sessions.

#feedback, #phase-3, #summary

Summary and Insights of Phase 3 related conversations

Over the last few months, I’ve had 20+ conversations with various folks across the WordPress ecosystem, from developers implementing WordPress at scale to folks working in large newsrooms to one-person operations. After leaving comments on the various Phase 3 posts, it felt advantageous to write a quick summary of the feedback to help inform our future work, akin to the efforts of the FSE Outreach program, and encourage others who might be having similar conversations to continue to share for the entire project to benefit from. 

Overview

Most conversations lasted about 45-60 minutes, with very few running into the two-hour range.  The conversations were open ended with folks broadly sharing their content process from ideation to completion and ended talking about the various phase 3 related posts with encouragement to engage. Of the 24 conversations, I have roughly grouped them across the following categories:

  • 3 individual developers with either experience implementing WordPress at scale or building collaborative tooling.
  • 1 person representing higher education.
  • 2 people running their own individual projects/sites.
  • 10 larger newsrooms or organizations.
  • 8 smaller newsrooms or organizations. 

These were sourced from a variety of connections including: GitHubGitHub GitHub is a website that offers online implementation of git repositories that can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/ issue creators, WordPress VIP intros, Newspack clients, “cold emailing”, folks from the FSE Outreach Program, and more. In full disclosure, I am sponsored by Automattic to do this work and leveraged these connections to reach out to a broader range of folks. For many, they are using a suite of tools to get the job done, often without deep integration, and usually landing in WordPress when the copy is nearly complete. Phase 3 would/could shift that experience, allowing folks to land and work within WordPress sooner and with that comes a list of features and requirements. Read on!

Collaborative editing & asynchronous collaboration 

At a high level, I repeatedly heard from folks in larger organizations more of an interest in collaboration in the form of the ability for multiple people to be in different parts of an article over true collaborative editing. Especially for larger to medium-sized publishers, there’s less of a need for real-time collaboration and more of a need for different sets of folks in an article simultaneously with blocks locked individually. The same applies to the experience of editing the details of a post, like a categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging. or featured imageFeatured image A featured image is the main image used on your blog archive page and is pulled when the post or page is shared on social media. The image can be used to display in widget areas on your site or in a summary list of posts. while not having access to edit the entire post itself. For example, someone from the photo team can place images without having the ability to edit the content blocks, or a handful of folks being able to edit tags directly without getting in the way of the writers. 

  • Multiple people editing a doc at once.
  • Role-specific permissions allowing some folks to accept/deny various edits.
  • More granular ability to edit specific parts of a post/page at once without having full access to everything, including blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. leveling locking.
  • Commenting functionality, including the ability to @ folks.
  • Public preview link for folks, regardless of whether they have access to the site. 

Workflows

No one I spoke with manages everything in WordPress with a wide range of additional tools and workflows in use from extraordinarily complex and manual to some setups with deeper automatic integration (status changes in X which automatically updates Y at the next step) to more manual organizing before adding anything into WordPress (adding images to a folder on a desktop before uploading). A need for a dashboard/task manager is clear as well as a need for integration with other tooling. 

  • Support for tasks that can be customized depending on the post type and have a built-in “severityseverity The seriousness of the ticket in the eyes of the reporter. Generally, severity is a judgment of how bad a bug is, while priority is its relationship to other bugs.” type (required vs nice to have). For example, a task might be more of a nice to have than a necessity, but both are worth calling out for the person to act on. 
  • Seeing changes that have occurred since you last opened a document (related to my note on revisions).
  • Tie notifications into different tasks and the status of articles to reduce the need to pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” someone in a separate system. For example, perhaps legal needs to be emailed about an article, or the media team needs to be notified that a post is ready for images.
  • Ability to see open tasks/open notifications with ease (task manager), along with an at-a-glance view of where something might stand (editorial calendar).
  • Section level locking for different parts of a post, like the post content vs. post title vs. featured image, tied into task management with perhaps reviews needed for each before publishing.
  • Solid integration options with other tools, like SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/./TrelloTrello Project management system using the concepts of boards and cards to organize tasks in a sane way. This is what the make.wordpress.com/marketing team uses for example: https://trello.com/b/8UGHVBu8/wp-marketing./Asana, for notifications and state changes (draft to pending review, reminding folks about assignments, etc).
  • Easy draft sharing for varying permission levels including stakeholders without access to the site itself.
  • Ability to publish with multiple authors.

RevisionsRevisions The WordPress revisions system stores a record of each saved draft or published update. The revision system allows you to see what changes were made in each revision by dragging a slider (or using the Next/Previous buttons). The display indicates what has changed in each revision.

The most commonly requested items proved to be more visual revisions and the ability to track more than just post content changing. These stood out amongst the rest as the most broadly useful items. 

  • More visual revision history, perhaps with the option to toggle between code views.
  • Ability to track more than just post content, including changes to tags, a featured image, SEO, and other custom fields (like managing multiple headlines).
  • Ability to split out a revision to develop it separately from the main draft and keep track of how the current version continues with some form of track changes (this is likely more in an async workflow, but it relates).
  • Ability to see a notice of an audit trail when coming into a post after a few revisions, including who made which changes. For example, if an editor went through and made a number of changes to a post so the writer can see the difference.
  • A way to focus on a particular part of an article to see how it might have changed, rather than the entire piece.
  • Improved management of posts with numerous revision history events (think 50+). It’s currently pretty painful to try to go through revisions at scale.
  • Ability to readily schedule mass changes across the site. 

Tied to this, I’ll note from the FSE Outreach Program that feedback has come in very positively around the Style Revision experience both in terms of the visual nature and easy to understand timeline with a request to have that in place for templates and template parts.

Block library

The ability to configure more granular control over blocks continues to come up as a pain point, especially as more support is added by default in different ways that cause folks to feel a level of uncertainty and scrambling to keep up. Anything we can do to consolidate the methods for controlling block access and support would go a long way. For example, even if you use theme.jsonJSON JSON, or JavaScript Object Notation, is a minimal, readable format for structuring data. It is used primarily to transmit data between a server and web application, as an alternative to XML. to lock down all support and settings for coreCore Core is the set of software required to run WordPress. The Core Development Team builds WordPress./media-text, block settings still appear in the block sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme. due to that being defined in core/media-text’s component code and inserted in a custom panel.

Tied to this, folks want the ability to see where patterns are used across a site (“this pattern is used on x number of posts”) as a better way to gauge the impact of changes, particularly for synced patterns.

Finally, the ability to have theme.json partials on groups of blocks would be a huge step forward to provide a locked-down experience for folks who are in the position of simply trying to put content into a specific layout.

Media Library

Media management, from the ability to add folders to controlling copyright information, are big concerns for folks, especially in larger organizations where many images are uploaded per day.

  • Way to manage and view image attribution and copyright information. This was repeated often as a high priority item and major pain currently. 
  • Improved alternative text management. 
  • Ability to add folders.
  • Improved searchability. 
  • Ability to upload photos designed for a specific post and having those photos surfaced when working on a post. 

Adminadmin (and super admin) redesign

There was a lack of overall feedback here as folks mainly focused on wanting the experience to be “more modern” without a lot of specific feature requests. 

  • The ability to reorder, hide, and favorite menu items for greater customization.
  • Desire for a redesign to modernize the experience. This was nonspecific but repeated feedback that ties into Data Views work.

Going forward

As more conversations occur and work progresses, I’ll continue to bring feedback into appropriate GitHub issues and/or create new ones. For more open ended feedback, like the above, I’ll do recap posts as appropriate. If you’re chatting with folks about Phase 3 efforts, please do the same! Similar to Phase 2, we’ll need folks across the WordPress community to have conversations, educate, and bring others along.

Want to chat about phase 3 in the future? Comment below.

If you’re interested in joining future hallway hangouts on the topic, please leave a comment below and I’ll @ your username for any future hallway hangouts I run going forward. 

Want to get involved today?

These conversations centered around the already public post on each topic so keep chiming in on those: Real-Time Collaboration, Workflows, Revisions, Media Library, Block Library, and Admin Design.

Thank you to @cbringmann @chanthaboune for reviewing this post. 

#feedback, #phase-3, #summary