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An Upgraded Experience with Drupal 10

Description
We upgraded 8 sites to Drupal 10 for the Centers for Medicare and Medicaid Services (CMS) ahead of deadline.
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CivicActions, along with our partner Fearless, facilitated Drupal 10 upgrades across the Centers for Medicare and Medicaid Services (CMS) suite of websites, bringing improvements for editors, better security and accessibility, and community contributions to streamline upgrades for large- scale Drupal. The new Claro administration theme is cleaner, clearer, and more accessible.

The new rich text editor CKEditor 5 provides many UI enhancements and an improved user experience. The most significant change from previous versions of CKEditor is that editors must now use a predefined set of elements to configure the content, which leads to fewer instances of invalid markup patterns making their way into the published site. Since invalid or non-semantic markup is often the cause of accessibility issues, this is a major upgrade. In addition, the improved Layout Builder experience makes it easier for content editors to control more complex layouts, while still keeping consistent with CMS Design System standards.

The 8 sites included in the upgrade, which occurred ahead of schedule, were: CMS.gov; Medicare.gov; Openpaymentsdata.cms.gov; Data.medicaid.gov; Data.healthcare.gov; SDIS.medicaid.gov (internal CMS site); PFS.data.cms.gov (internal CMS site); QIC.cms.gov (internal CMS site); and Provider Data Catalog (data.cms.gov/provider-data).

Outcomes

More Accessible Experience

The new Claro administration theme is cleaner, clearer, and more accessible. In addition, the shift to CKEditor5 decreases accessibility errors from invalid markup.


 

Better User Interface for Editors

The improved Layout Builder experience makes it easier for content editors to control more complex layouts, while still keeping consistent with CMS Design System standards.


 

Improved Human-Centered Design

Drupal 10’s new rich text editor CKEditor 5 provides many UI enhancements and an improved user experience.


 

Better than On Time

This work was completed before the deadline and included upgrades on eight websites for CMS, meaning more improvements sooner.


 

Improved Security

Drupal 10’s upgraded Symfony 6 allows for increased security, so site users can feel secure that their data is private.


 

Seamless Transition

With zero downtime during upgrades, this work was swiftly executed with a seamless transition to Drupal 10.


 

Proof points
Value
600
Description

CMS.gov editors

Value
0
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Downtime during upgrades

Value
8
Description

Sites upgraded

A global professional networking platform for security practitioners

Description
We redesigned and rebuilt the GlobalNET platform to enable secure international collaboration, and now we provide ongoing DevOps and IT support services.
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The Defense Security Cooperation Agency (DSCA) uses the GlobalNET platform to facilitate secure training and collaboration among partner organizations. Thousands of military, diplomatic, law enforcement, and civilian government personnel around the world use GlobalNET to connect with and learn from each other. They work on topics from security cooperation to humanitarian operations; counter-terrorism to public diplomacy; leadership development and more.

Faced with aging technologies and a complicated collection of digital content and microservices, DSCA initially engaged CivicActions to develop a quality assurance program and to ensure system stability during code updates. At the end of that contract, we were tasked with redesigning and rebuilding GlobalNET to create a more personalized, secure, and responsive experience for users.

Years later, we continue to provide agile development, modern IT implementation, and DevSecOps services to keep everything running smoothly and to continuously improve GlobalNET systems.

Client goal

The goal of GlobalNET is to ensure that international legal and security practitioners can easily engage each other for collaborative work. Ease of use and top-notch security are essential to the success of the platform. DSCA uses GlobalNET to:

  • Provide professional development and training for practitioners
  • Facilitate connection among practitioners and their sponsoring organizations around the world
  • Provide a responsive, multi-lingual, intuitive user experience that respects the cultures of individual participants
  • Comply with strict security requirements, from FISMA to FedRAMP

Our approach

When we first engaged with DSCA, the agency wanted to bring a better experience to the tens of thousands of legal and security practitioners in the GlobalNET community. DSCA challenged the DoD contracting status quo by choosing a fixed-price agile contract, moving away from the waterfall approaches that doom many government IT projects to failure. We partnered closely with agency stakeholders in an agile process throughout the complex process of redesigning GlobalNET and the massive migration to a FedRAMP-certified platform. Daily collaboration and the ability to adapt to evolving needs helped us complete the rebuild on time and on budget.

Understand the needs

We conducted onsite user research in three cities to initially assess the needs of the GlobalNET community, then followed up with remote consultations. As new features were built, usability testing with site users helped us collect feedback, identify problems, and prioritize future needs for ongoing product iteration. The initial discovery phase uncovered more than 600 user stories, which were then prioritized and tracked to completion.

Automate and test

From confident code deployment to faster Authority to Operate (ATO), we have focused on providing GlobalNET with stability and security from the start. A platform for international security practitioners deserves no less. Our DevOps activities include continuous monitoring, network optimization, and a three-tiered on-call support system to make sure the platform is always up and running. We also apply regular security updates and automated testing.

Quality and security control

We implemented a mechanism for updating, testing, and deploying hardened server instances and application code in a way that is generally invisible to end-users. Server instances are subjected to SCAP and ZAP scans for system compliance, while automated “smoke tests” ensure the code is ready to deploy. All new code is subjected to more than 600 automated tests (and scripted tests by humans) prior to being approved for deployment. This rigorous quality control minimizes surprises and downtime.
 

Outcomes

Accessible, responsive platform

We applied user-centered design to modernize the look-and-feel of GlobalNET. The multilingual functionality and fully responsive design make it easy to participate from any device, anywhere in the world.


 

Empowered global partners

Customized, branded landing pages were created for partner organizations, so administrators can share news and publications with GlobalNET members and the public. They can also manage event listings and calendars for their groups and courses.


 

Professional development

We improved functionality for GlobalNET learners so they can participate in discussions, access research databases, and upload coursework for review. Professors can share their course content and announcements through an intuitive interface.


 

Personalized experience

Participants can find what they need among GlobalNET’s vast resources through a personalized dashboard, where they can receive messages, connect with contacts, and navigate quickly to their groups, courses, events, and saved content.


 

Minimal disruptions to users

We carefully planned a rolling launch schedule that allowed us to successfully migrate hundreds of thousands of files and user accounts into the modernized site — with very little downtime for GlobalNET participants during the transition.


 

Open source for public benefit

We use open source technologies for the majority of our work on GlobalNET systems. The entire codebase is released as an open source project for review, comment, or forking by other agencies who might benefit from a similar system.


 

Proof points
Value
1M+
Description

content artifacts migrated to modern platforms

Value
100,000+
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practitioners use GlobalNET to learn and connect

Value
110
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countries represented in the GlobalNET community

Improving the online experience for Medicare beneficiaries with WECMS

Description
We are working to re-platform and redesign legacy systems for CMS, making it easier for millions of people to get the benefits they need.
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The challenge

The Centers for Medicare and Medicaid Services (CMS) provide healthcare benefits to millions of people every year. But the websites and digital tools that help people find and enroll in these programs were built on a myriad of aging technologies and were confusing to navigate. CMS needed to streamline and update its online platforms to improve the customer experience while establishing more efficient backend workflows for agency staff.

This is an enormous and complex task, involving the modernization of Medicare.gov, CMS.gov, CMS open data portals, and many other public facing apps that serve multiple user groups — including beneficiaries, caregivers, health providers, data professionals, and government stakeholders.

WECMS helps more than 100 million Americans every year apply, find, and enroll in healthcare programs. The information and tools provided are essential components in supporting CMS' goals of creating a truly consumer-focused, streamlined, efficient, and omni-channel experience for beneficiaries and their caregivers. The overall intent for this contract is to ensure continuity of operations for the Americans it serves and the WECMS program, which maintains, designs and implements open source software digital services for CMS’ flagship websites, tools, components and applications on Healthcare.gov, Medicare.gov, CMS.gov, and 7 Open Data catalogs. In addition to engineering and design continuous improvements on these established websites, this contract provides security compliance, devops, system infrastructure, content strategy, information architecture, training, documentation, content editor support, public call center dev support, Section 508 improvements, mobile application development, and tooling and systems expertise.

Client goal

When this multi-year transformation is complete, CMS will be able to deliver on its mission more effectively. CivicActions is providing agile development, DevOps, and human-centered design (HCD) services to help the agency:

  • Improve the content editing experience for staff
  • Modernize legacy systems and tools
  • Replace proprietary technologies with open source
  • Support active, informed healthcare consumption

Our approach

Collaboration is the key to success in a project of this scale and complexity. With multiple partner vendors (including our primary partner Fearless) and disparate stakeholders across many organizational layers, we work hard to keep lines of communication open and be up-front about potential problems.

Balancing stakeholder priorities, user needs, technical complexity, and CMS deadlines, we created a roadmap that minimizes risk and maximizes opportunities for success. Then we went to work on “quick wins” — tasks we could complete right away that would make the biggest difference for users.

Address the holistic customer experience

We knew that each CMS application is part of a huge public-facing ecosystem of digital tools, with many touchpoints. To address the entire experience that a person would have in navigating the systems, we drew on the agency’s own knowledge of their beneficiary community, working with them to refine and document how each person interacts with CMS online. The resulting holistic view helped us identify how we could improve that experience iteratively.

Adopt a data-driven strategy

To make sure we built the right solutions, we immersed ourselves in the CMS mission from the operational, technical, and UX perspectives. We dug into existing user research, reviewed analytics reports, conducted stakeholder interviews — then created user personas and journey maps to refine the project scope and goals. All this data is managed in a shared repository of user insights and project knowledge, which we refer to as we prioritize the work to be done.

Replace proprietary software with open source

We are “reverse engineering” multiple custom-built Microsoft.NET applications (such as the Medicare Eligibility and Premium Calculator and the congressionally-funded Physician Fee Schedule (PFS) Lookup Tool with modern, open source solutions. As we recreate all these applications in Drupal, we’re making guides and code documentation that outline the entire system — allowing CMS to maintain control of its own technologies and avoid vendor lock-in. We are also migrating CMS open data platforms from Socrata (proprietary) to an open source solution using DKAN 2.

Outcomes

Clean and useful technology

CMS struggled to make use of technologies built on old, messy code that had been around for years. We are not only modernizing the CMS tech stack, we are documenting how it works and how to use it.


 

Accessible services for all

508 compliance is required, but we consider accessibility as more than a checkbox. Because CMS serves a population with a proportionately higher level of impairments, we put extra emphasis on accessibility best practices.


 

Agile delivery at scale

We are managing this project using the Scaled Agile Framework (SAFe), working iteratively with broad cross-team collaboration and stakeholder input across the organization. Value is delivered with releases every two weeks.


 

Intuitive digital tools

Beyond CMS websites, we are modernizing cost calculators, finders, mobile apps, interactive map models, open data site applications, and lookup tools that are used by providers and beneficiaries to perform critical healthcare tasks.


 

Well-informed solution

We apply human-centered design to understand the goals of end users and CMS stakeholders, while layering in a thorough understanding of the policies that underpin each program — so the end results meet real needs.


 

Ongoing technical support

To improve and maintain the CMS systems, we provide 24x7 operations and maintenance support, editor feature enhancements, guidance content and APIs per executive orders, and new content sections as needed.


 

Proof points
Value
100 M
Description

Americans depend on CMS for health benefits

Value
10
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legacy applications migrated and rebuilt in Drupal

Value
24x7
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O&M support provided to critical healthcare systems

A smoother path to scientific research and discovery

Description
Using human-centered design and the latest Drupal technology, we helped NSF build a dynamic website to advance their mission.
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The challenge

The National Science Foundation (NSF) is an independent federal agency created by Congress in 1950 to “promote the progress of science” and “advance the national health, prosperity, and welfare." With a 2021 budget of $8.5 billion, NSF accounts for over 25 percent of the total research funds awarded at U.S. colleges and universities.

CivicActions was tasked with rebuilding the entire public-facing NSF website, including implementation of all new visuals and improvement of the information architecture. By collaborating closely with stakeholders across NSF and adopting a rapid-iteration MVP approach, we regularly released prioritized features while simultaneously building the back-end infrastructure to power the ongoing full-scale migration.

Client goal

To better serve employees and the scientific community — including researchers in mathematics, computer science, social sciences, and beyond — NSF needed to replace the existing NSF.gov with a modern, flexible, cloud-hosted online experience. Primary goals were to:

  • Modernize and improve the user experience for nsf.gov
  • Improve funding search for colleges, researchers, and scientists
  • Empower NSF staff with a new Content Management System (CMS)
  • Leverage user research and testing throughout the project

Our approach

To support timelines for a public launch, we took an “MVP approach” by launching a beta site with a small, prioritized set of functionalities. As new pages and features are built, the site continues to develop over time, in the open. This approach requires rapid prototyping and iteration, frequent testing, and continuous engagement with stakeholders.

Start by understanding the needs

After some initial design discovery, NSF engaged CivicActions in September of 2018 to begin a site-wide redesign and migration. The legacy NSF.gov site — built mostly in static HTML — was hard to manage and laborious to update. We knew a scalable, flexible CMS solution was needed, so we got right to work on development and design — starting the site infrastructure, building the initial set of components, and kicking off design research.

Identifying “top tasks” of various user groups helps us solve the right problems for people.

Deliver fast and improve continually

By the spring of 2019, we’d launched beta.nsf.gov and established an iterative, MVP-based approach that allowed our design and development team to release and test content with static data while continuing to build out the site infrastructure. Later that year, we released an updated Careers portal on https://beta.nsf.gov/careers, and began research on the Funding portal and the Funding Search feature.

Improve organizational processes

Working closely with NSF stakeholders, we continued to steadily test and release features, launching the Science Matters blog and an updated top level menu in February 2020. By the fall, we integrated the Pims Rest API to streamline NSF’s online program management, and deployed the Drupal Layout Builder tool that allows content editors to drag and drop content as they build and publish pages.

Partnership for public good

In 2021, after extensive research, testing and iteration, the updated Funding Search Portal will be launched in June — creating a simpler, quicker way to fund the research that powers the U.S. scientific community. Additionally that year, CivicActions was awarded a $44 million contract extension to continue supporting this important work. As we look to the future with a growing team and ambitious goals, we are grateful for our ongoing partnership with NSF.

Outcomes

Fast delivery of value

Our “MVP approach” helped NSF launch their new site sooner, with ongoing improvements being made in the open. Public feedback is welcome along the way.

Ongoing Drupal upgrades

As we continue to migrate the site, we will scan all modules for deprecated code, contribute patches to Drupal.org, refactor theming for Twig 2 compatibility, and perform core updates to Drupal 9.x.


 

Automated testing

To check the updated codebase for failures and disrupted user paths, we run automated tests including accessibility scanners, security, unit testing, behavioral testing, and code quality.


 

Confident deployments

Through 73 sprints, 2,000 deployments, and over 2,000 Jira tickets, the abundance of automation and testing gives us confidence in our code.


 

Research-based solution

Because NSF invested in broad user research and testing, they can be confident that their new site meets the real needs of the scientific community and the organization stakeholders.


 

Taxpayer savings

The intuitive new content management system allows NSF staff to publish and update helpful information quickly and easily. The time they’re saving can be reinvested into other mission-critical work.


 

Proof points
Value
25
Description

stakeholder design review cycles

Value
350+
Description

user research participants from over 60 organizations

Value
2,000+
Description

deployments and completed Jira tickets