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The art and science of
selecting the right Web CMS
Janus Boye
jb@jboye.com @janusboye #jboye13
J. Boye Aarhus 13, Denmark
Gartner Magic Quadrant
Q: What are the biggest
challenges related to CMS?
• Editor interface too heavy
• Vendors too slow at adding new features
...
Q: Which things are most
important regarding CMS?
•
•
•
•
•

User friendly: For end-users AND editors
Time-to-market
Perfo...
”People don’t want a
drill machine,
they want a hole in
the wall”
- Philip Kotler
1. Getting started
Homework for customers
•
•
•
•
•
•
•
•
•
•
•

Editors, content and information
Time-to-market
Project plan
Strategy & gove...
•
•
•
•
•
•
•

IT
Communications
Marketing
Web team
Legal + procurement
Management
?
xxx
PS: Budget
xxx
PS: Learn from
others
xxx
•
•
•
•
•

Is it just a CMS project for a web site?
Is it only for the intranet?
Mobile-first?
What are the expectations o...
It’s not much use to
know what is happening
if you don’t know why
You can’t know why
things are happening if
you don’t kno...
• How to be smart about gathering the
requirements?
• What’s the characteristics of good
tender / RFP?
”The nice thing about
standards is that there are so
many of them to choose from”

Andrew S. Tanenbaum
• What’s the characteristics of a
winning proposal?
Don’t let vendors rush
the decision!
2: Process
overview
WHICH IS THE LEADING
WHO WILL BUILD IT?
About the organisation
Project details, scope and goals

Project timeline
Important use case scenarios (max 10)

CONTENT
S...
O P E N S O U RC E
SYSTEM INTEGRATORS
License models and pricing

xxx
Vendor
Vendor
Vendor
Vendor
Vendor

A
B
C
D
C

Scenario 1
OK
OK
-

Scenario 2
OK
OK
OK
OK
-

Scenario 3
OK
OK
OK
-

SCORIN...
Demo & test drive
xxx
Tips for the process?

xxx
3: Marketplace
xxx
”Trust, but
verify”
-Ronald Reagan
2007 elephants:
- EMC
- IBM
- Interwoven
- Open Text
- Oracle/Stellent
- Vignette

2013 elephants:
- Adobe
- Autonomy (HP)...
•
•
•
•
•
•
•
•
•
•
•

Composite
Drupal
Dynamicweb
EPiServer
Microsoft SharePoint
Plone
Sitecore
Synkron Via
Typo3
Umbraco...
•
•
•
•
•
•
•
•
•
•
•

CoreMedia
e-Spirit
Getit / Onion
Imperia
Infopark
OpenCMS
Pirobase
RedDot (Open Text)
SDL Tridion
T...
What about XYZ?
xxx
How to navigate
the marketplace?
xxx
Janus Boye, J. Boye
jb@jboye.com

@janusboye +

The international community
for web and intranet professionals
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
The art and science of selecting the right CMS
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The art and science of selecting the right CMS

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This presentation is from a tutorial held at the J. Boye Aarhus 13 conference. See http://aarhus13.jboye.com/tutorial/the-art-and-science-of-selecting-the-right-cms/

The goal is to help you and your team understand Web Content Management technologies, architectures, and the marketplace. Janus Boye led an intensive, fast-paced and vendor-neutral introduction to Web Content Management functionality, product categories and specific vendors. The tutorial concluded with a roadmap for product selection.
The 3-hour tutorial also presents a practical approach to selecting a CMS, based on marketplace realities and the experiences gained in many selection projects. While it is easy to document dozens of functional and technical requirements for a content management system (CMS), writing more requirements actually makes it harder to select a product.

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  • http://www.gartner.com/technology/reprints.do?id=1-1HYYYL0&ct=130801&st=sg
  • Thorough planning is crucial to the process. This includes:assembling the right project teamIdentifying the needs from the organisationagreeing on how to make decisionsBudgetmaking sure you comply with legal requirements; Talking to other CMS buyersSetting a realistic scope for the projectKnowing the risks etc…In this section we will outline the basic prerequisites of CMS selection, which are crucial to successful projects.
  • There are several decisions to be made during a CMS selection process. It is extremely important to know how the decisions will be made and who will be making them before the project is launched. If you do not establish how decisions will be made early on, you risk project delays and frustration. The approach outlined in this report is not a model with pluses, minuses and points. Instead the generated output is more descriptive and dialogue based. If your decision makers expect a large points based schedule on which a decision can be made, make sure to address that early on. Before thinking about the decision making process, verify as to whether there are things you cannot decide. Are you part of a large company, or government organisation, where rules on procurement of software are firmly in place? Licences for a CMS which you are now supposed to implement may already be a reality. There may be a fixed set of legal requirements which should be used in all projects.
  • Have a budget for the projectMake sure to plan for after launch as well. Often year 2 is just as expensive or even more expensiveMake sure to include maintenance, licenses, hosting etc. – this can be quite a lot
  • http://jboye.com/conferences/philadelphia09/speakers/lou_rosenfeld
  • Sometimes vendors will try to make you sign a contract quickly. There is always room for negotiations when you are ready. Avoid falling for the classic special-price-for-you-trick.
  • Thorough planning is crucial to the process. This includes:assembling the right project teamIdentifying the needs from the organisationagreeing on how to make decisionsBudgetmaking sure you comply with legal requirements; Talking to other CMS buyersSetting a realistic scope for the projectKnowing the risks etc…In this section we will outline the basic prerequisites of CMS selection, which are crucial to successful projects.
  • Transcript of "The art and science of selecting the right CMS"

    1. 1. The art and science of selecting the right Web CMS Janus Boye jb@jboye.com @janusboye #jboye13 J. Boye Aarhus 13, Denmark
    2. 2. Gartner Magic Quadrant
    3. 3. Q: What are the biggest challenges related to CMS? • Editor interface too heavy • Vendors too slow at adding new features • Lack of support and development from IT • Poor back-end performance • Finding good, local system integrators • To actually leverage the technical potential of the platform • …
    4. 4. Q: Which things are most important regarding CMS? • • • • • User friendly: For end-users AND editors Time-to-market Performance and stability Flexibility and open architecture …
    5. 5. ”People don’t want a drill machine, they want a hole in the wall” - Philip Kotler
    6. 6. 1. Getting started
    7. 7. Homework for customers • • • • • • • • • • • Editors, content and information Time-to-market Project plan Strategy & governance Internal ressources Unique requirements Budget Technology stack Stakeholders Project methodology Interoperability
    8. 8. • • • • • • • IT Communications Marketing Web team Legal + procurement Management ?
    9. 9. xxx
    10. 10. PS: Budget xxx
    11. 11. PS: Learn from others xxx
    12. 12. • • • • • Is it just a CMS project for a web site? Is it only for the intranet? Mobile-first? What are the expectations of the project? Including a blog or newsletter solution as well?
    13. 13. It’s not much use to know what is happening if you don’t know why You can’t know why things are happening if you don’t know what is happening Lou Rosenfeld: ”Marrying Web Analytics and User Experience” (J. Boye Philadelphia 2009) 15
    14. 14. • How to be smart about gathering the requirements?
    15. 15. • What’s the characteristics of good tender / RFP?
    16. 16. ”The nice thing about standards is that there are so many of them to choose from” Andrew S. Tanenbaum
    17. 17. • What’s the characteristics of a winning proposal?
    18. 18. Don’t let vendors rush the decision!
    19. 19. 2: Process overview
    20. 20. WHICH IS THE LEADING
    21. 21. WHO WILL BUILD IT?
    22. 22. About the organisation Project details, scope and goals Project timeline Important use case scenarios (max 10) CONTENT Selection criteria Vendor-related requirements Related projects Characteristics and technical architecture
    23. 23. O P E N S O U RC E
    24. 24. SYSTEM INTEGRATORS
    25. 25. License models and pricing xxx
    26. 26. Vendor Vendor Vendor Vendor Vendor A B C D C Scenario 1 OK OK - Scenario 2 OK OK OK OK - Scenario 3 OK OK OK - SCORING
    27. 27. Demo & test drive xxx
    28. 28. Tips for the process? xxx
    29. 29. 3: Marketplace xxx
    30. 30. ”Trust, but verify” -Ronald Reagan
    31. 31. 2007 elephants: - EMC - IBM - Interwoven - Open Text - Oracle/Stellent - Vignette 2013 elephants: - Adobe - Autonomy (HP) - EMC - IBM - Microsoft - Open Text - Oracle
    32. 32. • • • • • • • • • • • Composite Drupal Dynamicweb EPiServer Microsoft SharePoint Plone Sitecore Synkron Via Typo3 Umbraco …
    33. 33. • • • • • • • • • • • CoreMedia e-Spirit Getit / Onion Imperia Infopark OpenCMS Pirobase RedDot (Open Text) SDL Tridion Typo3 …
    34. 34. What about XYZ? xxx
    35. 35. How to navigate the marketplace? xxx
    36. 36. Janus Boye, J. Boye jb@jboye.com @janusboye + The international community for web and intranet professionals
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