Planning

Overview

To build on Creator Studio, you'll want to have the following resources in place:

  1. An idea tracker to scope & prioritize use cases
  2. An project plan to define & document exactly how your use cases will be built
  3. A delivery schedule to track development blockers and make sure your use case makes it to production.

To help you with this process, we’ve created a number of assets to keep you on track. We recommend you create internal versions of these that you can adapt to YOUR business process.

Spreadsheets / Docs are a good start, but over time, you'll want this content to live in a proper project management tool like the following:

  • Jira Projects
  • Asana Boards
  • Github Projects
  • ServiceNow Ideas
  • Azure DevOps
  • Notion

How to Implement a Creator Studio Guide

  1. Skim through a Creator Studio Guide ( example ), and decide if you want to engage  Moveworks Professional Services to help you build this use case.
  2. Share and align on the Conversation Design experience with your Business Process Owner (for example: HR Business Partner for Request Time Off ). Their alignment is important to build a useful plugin for your employees.
    • Optional: Ask discovery questions inside a Creator Studio guide to customize the conversation design to better fit your teams needs.
  3. (optional) Share the configuration instructions for a guide with your security team. Security may be required to approve the access needs to build this use case.
    • This step is not required if your security team has authorized Moveworks to connect with Workday and similar business systems
  4. (optional) : Share the Moveworks  Terms of Service  and  Privacy Policy with your legal team. They may be required to approve these two documents to build a Workday Plugin.
    • This step is not required if your legal team has authorized Moveworks to connect with Workday and similar business systems
  5. Ask your Business Systems Administrator and Business Systems Engineer to follow the configuration instructions inside a guide to share the required API credentials with you with required permissions and configuration.
    • Note: your Business System Engineer will provide staging and production credentials for development.
  6. Capture these requirements in a project plan template like below , so that all cross-functional stakeholders have a consistent experience they will be building
  7. Finally, ask your Creator Studio developer to import and build the plugin with Creator Studio. They will develop and launch first in the sandbox environment, and then in the production environment.

Idea Tracker

Keep track of ideas that you want to scope / build

(Google Sheets) (XLSX)

Project Plan

Align cross-functional teams on the scope of what is getting built

(Google Docs) (DOCX)

Delivery Schedule

Single source of truth to keep projects on track

(Google Sheets) (XLSX)