Best Practices Overview

Design Principles

Shibumi is a highly configurable platform that can streamline any number of manual, document heavy, processes. With the high level of configuration it provides, we as app authors need to adhere to a strict set of design best practices to ensure a good user experience.


Elements of Design



Structure and Organization

Templates control a solution’s behavior, data and design. In some sense, they are the solution. Each customer solution is made up of a collection of inter-related templates.

Example Template Structure

  •  Program
    • Workstream
      • Initiative
        • Milestone
          • Activity
Never share templates across multiple solutions. For instance multiple solutions may include Activities and it may seem easier to have a single activity template. But, that means any changes necessary for a specific solution will impact all other apps using that shared template. This often becomes problematic.

Template Hierarchies


Physical hierarchy A hierarchy created through using multiple templates with a parent/child relationship.

Virtual hierarchy A hierarchy created through setting attribute values on a single template and grouping by those attributes.

When to use each

Physical hierarchies should be used when you need to limit users access to particular branches of the hierarchy OR if nodes within a hierarchy have their own attributes to be tracked.

Virtual hierarchies should be used in all other cases.


Updated on September 28, 2023

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