ence, namely that the look and feel of
the application should be identical to
the live application.
Once our initial reaction of disbelief
was set aside, one thing was certain: Our
users’ needs presented quite a conundrum. Previously, our lawyers wanted
to work with data online — that was perceived to be the superior process. Initially, we didn’t comprehend why anyone would request offline access.
GE T FIRED UP! Most of our projects
present the challenge of defining business requirements and building functions, using our standard processes and
tools. We know how to deal with customers who are vague; we know how
to write code. But here, we faced a new
internal cultural hurdle: convincing
internal IT staff that this project had
business value and should be tackled
with the same zest as other requests.
It sounds like a no-brainer. We are
paying these people, why won’t they
just do as they are told? At the end of the
day, they probably would. But a better
approach is getting your team to truly
believe in a project. This often makes
the difference between an impressive
product versus a mundane one that is
functional but lacks the panache you get
when the team is truly engaged, rather
than just going through the motions.
THINKING CAPS. Our second
challenge was a technical dilemma. We
needed to find an appropriate technology to implement the unusual requirements — lawyers wanted to download
hundreds of documents to a laptop computer, with a single user click. This was a
culturally challenging issue for IT folks
who pride themselves on working with
a set of standard technologies and processes to develop new functions at a
higher quality level and more efficiently
than one might expect.
Our core technologies, those that
executed calls back to an Oracle database and then delivered HTML to a
user’s browser, did not allow us to easily fulfill this requirement. So we had to
brainstorm to decide which of available
tools would be best. We encouraged the
team to consider everything including
LTN_February_2013_p45_46_Best_Practices.indd 42
the kitchen sink. We discussed open
source options, new tools, and imaginative approaches. Complicating the
discussion was the reality that there are
many types of PCs, devices, and vendor-specific software. Then there’s the reality that it might be shortsighted to use all
Microsoft tools in light of the popularity
of Google and Apple devices.
We considered writing code to leverage Dropbox, which allows easier integration to each other’s network drive,
but dropped that option because of the
security concerns. But the fact that we
even considered it is a good lesson —
because when a team brainstorms, anything is fair game until you dive into
evaluating your actual options.
Another approach was writing code
using a client-side tool (e.g., Visual
Basic) which users would run locally.
But we abandoned that option before
getting into the pros and cons of different programming languages, because it
would require local installs and potentially require users to use certain browsers. It also might have required firewall rule changes to allow certain IT
addresses to execute calls into our database. It had the potential to become a
huge operational hassle to support.
Yet another tactic was to stand pat
and ask users to download files one-by-one, but that wasn’t a viable option.
Ultimately, we chose Java. Lawyers
are risk averse; we didn’t want them
to worry about security or support, or
whether a company might evaporate. So
in the end, we selected Java because it is
an established “brand name” and would
not be perceived as too “out there” or
experimental.
That selection presented us with a
third challenge, more of a “soft issue”
that required a rethinking of one of our
core technical philosophies. Xerdict
Group has always been of the mindset
that any software product we deliver
should be simple to use. It should not
matter which browser (or version of a
browser) is used; we expect our applications to work for everyone. This strategy was generally known as “build to
the lowest common denominator.”
We recognized that, at times, we had
passed up opportunities to perhaps
build a more visually attractive product. But in our view, perhaps not unlike
a conservative football coach loathe to
take three points off the board when
a defensive penalty is committed during a successful place kick, this tradeoff
between ease of use and visual appeal
was one we were willing to make.
But when we decided to use Java,
and to do so for function, not aesthetics,
that concept was thrown out the proverbial window. We needed to commit to
a particular version of Java, a specific
SSL handshake protocol, etc., in order
to make the functions work. Many of us
initially thought “What a nightmare!”
This was not exactly something that
sat well with us from a support perspective, but in the end, as technologists,
we needed to accept the fact that while
standards and supportability are very
important, sometimes meeting a client’s project requirements necessitates
an adjustment in your organization’s
usual practices.
Everybody loves a happy ending,
and things worked out nicely. Our team
was reminded how important it is to
keep an open mind, move client needs
to the forefront of any technology project, and continually reassess our own
internal best practices. We delivered
a useful product to our lawyers. Our
new “offline briefcase” first sent users
an HTML file to launch locally that simulated one of our system reports, but
runs locally on the user’s browser. In the
background, the single download process also copies collections of PDF or
.tiff files to a local machine (usually a
laptop). Embedded hyperlinks within
the HTML document index allow users
to quickly locate files in the document
collection. This provides “offline functionality” for a document set offloaded
to users with no internet connection.
Now, my wife and I have to go pick up
that Chromebook.
Kenneth Jones is the COO of Xerdict
Group, a subsidiary of Sedgwick. Email:
KennethJones@sedgwicklaw.com.
1/24/13 3:28 PM