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How to Switch
a Swiss Kanton
to a New CMS
Kanton Basel-Stadt runs Magnolia
2
Index
Introduction: Aperto and the project WebBS
How to switch a Swiss Kanton to a new CMS
Close-up #1: Process public service forms à la carte
Close-up #2: Transform 100 Websites to 1 user experience
Questions and discussion
01
02
03
04
05
ApertoAnd
The Project WebBS
Some FactsAboutAperto
5
6
Who We Are Today
Facts and Figures
40Million US$
Turnover (Gross income) 2013
400Heads at present
Growing steadily and soundly
International branches
Europe (Germany, Switzerland)
Middle East (Dubai)
China (Beijing, Shanghai)
10of the largest owner-managed
advertising agencies in Germany
Top
3
7
We Connect Brands And People
The Challenge Of WebBS
The Challenge Of WebBS
 Develop an E-Government platform
to administer all governmental
websites of Kanton Basel-Stadt
 Roll out all ministries and
departments by the end of 2014
 Deliver a multi-device rollout:
desktop, smartphone, tablet
 Integrate specific form based
e-Government services
A platform to reduce costs, simplify editing and to integrate services
9
10
The Challenge Of WebBS
Unify the unclear existing system landscape
Starting position and tasks
01
11
Deliver and set up the new CMS Magnolia
02
Adopt the new Corporate Designs to the STK
03
The Challenge Of WebBS
Simultaneously and succesively replace up to 78 existing
governmental applications
A multilevel e-administration project with a run-time of 2.5 years
04
12
Develop a specific E-Governmental form processor
module and hand it over to the Kanton05
Migrate the content of 100 websites
06
How To SwitchASwiss
Kanton ToANew CMS
Aperto‘s operational layers in the project
14
How To Switch A Swiss Kanton To A New CMS
Requirements
engineering and
management
Technical
conception and
documentation
Setup and
configuration of
system landscape
Programming of
temps, functions
and E-Gov module
Coach the client’s
editors, admins
and sys engineers
Plan and operate
the migration
processes
Particular/over-
lapping project
management
Problem/incident
management and
launch support
Quantity structure of the migration
15
How To Switch A Swiss Kanton To A New CMS
CMS Product Hosting base Websites
Applications
and forms
HTML pages
and documents
CMS editors
Live-Link Kanton Basel-Stadt 80
78
92
11’477
6’692
283
Plone External 3 150
Others External 17 40
Course of the entire project
16
How To Switch A Swiss Kanton To A New CMS
2012 2013 2014
Set up of CMS
Re-Launch bs.ch
Pilot migration
Application development
Mass migration
Coachings
Development of E-Gov form module
Continuous release management and launch support
Close-up #1:
Process Public Service
Forms à La Carte
Process public service forms à la carte
 Develop a specific E-Governmental form module
based on Magnolia open source form processor
Aperto‘s Challenge
01
18
 Hand-off the E-Gov form processor module to the
client and instruct him how to further develop it02
 Enable the client to relocate public services from the
city councils into the web by providing these services
through web-based forms.
03
Requirements definition
General Requirements Definition
 Stability
 CMS Integration ability
 Ease of use
 Wide field of applications
Form based public services ought to be created…
…cheaply, quickly and flexibly
Demands on a generic form processor
20
Specific E-Gov requirements
 Barrier-free (AA) components
 Group validation features
 Complex input fields
 Component based processing of form data
 Advanced multi-file-upload and multi-step-
navigation
 Extensive combination possibilities
Enrich Magnolia open source module
21
E-Gov Form Module
Collaboration Process
Close development collaboration with the client
23
E-Gov Form Module Collaboration Process
Extract the
module
Define and
manage
requirements
Enrich it
with E-Gov
features
Further
development
by the client
Hand off
the module
to the client
and coach
him
E-Gov Form Processor
Benefits
E-Gov Form Processor Benefits
Kanton‘s administration benefits
 Save time and money when creating
new form based public services
 Be flexible and autonomous with
regard to future development of form
based public services
 Get a sustainable ease of use
solution
Kanton‘s citizens benefits
 Location-independent participation in
public services
 Time-independent operation of public
services
 24/7 city councils
Good value for the money and 24/7 city councils
25
Form Based
E-Gov Use Cases
For Citizens
Form Based E-Gov Use Cases For Citizens
 Change of domicile
 Motor vehicle registration
 Identity card registration
 Tax administration
 Public waste disposal and pick up
management
A selection of form based public services
27
E-Gov form
processor
will continue…
Close-up #2:
Transform 100 Websites
to 1 user experience
Starting situation and
framing conditions
Websites
32
33
34
35
36
37
Website owners
Interviews
Workshops
HTML pages
Documents
Months
Planning the migration
45
Migration in 5 generic steps
PlanVision / goals Pilot OperationMigration
46
Migration of 100 websites in stages
2013 2014
Stage 1
Pilot stage
Stage 2
Stage 3
Stage 4
Stage 5
Migration process in detail
Level: website
47
InterviewKick-off Prototype PrototypeWorkshop
Migration
Content
edition
Quality
Assurance
LaunchHandover
Content migration
challenges
Content migration challenges
 One-to-one website migration resulted in poor quality.
 We deliver expert consultancy and support in
information structure and content strategy instead of
merely migrating content one-to-one.
Benefits:
 Websites meet the expected quality.
 Saving time and costs (website owners’ resources)
 Streamlined migration process ends in planned time
Quality
01
49
Content migration challenges
 Lacking of planning reliability: huge variety of
websites; specific requirements known not before
interview
 Project team acts as small agile unit without
organizational overhead; attitude is not to focus the
plan but the client.
Benefits:
 Flexibility, responsiveness
Planning reliability
02
50
Content migration challenges
 a huge number of website owners: high
communication and coordination efforts difficult to
plan
 Use of communication plan aligned to project plan;
use of visualizations, metaphors (f.ex. to move
house); prefering prototyping vs. documenting
Benefits:
 Control of communication efforts and workload on
both sides; better understanding of the process and
the milestones to achieve
Communication
03
51
Lessons to learn
53
Lessons to learn for a successful migration project
Project Managers with
expertise and experience in
large scale projects required
Auch 2012 neue
Technologien finden und
einsetzen.
Auch 2012 neue
Technologien finden und
einsetzen.
A migration project means to
have to learn constantly
Communicate, involve: see
piloting, prototyping etc. as a
part of it
Use appropriate tools – for
facilitating communication
and collaboration
Focus the client – not the
project plan
Produce visible results –
be visual
Planning the migration
Balancing the constraints
54
Quality
Time Cost
Scope
AnyQuestions
Thank You, Guys!
Aperto AG
Alex Hubitsch Senior Project Manager
E-Mail alexander.hubitsch@aperto.de
Phone +49 (0) 30 – 283 921 – 571
ApertoAG – In der Pianofabrik
Chausseestr. 5
10115 Berlin
Aperto SchweizAG
Roberto Rivetti Content Coordinator
E-Mail roberto.rivetti@apertoschweiz.de
Phone +41 (0) 61 – 264 00 – 06
Aperto SchweizAG
Falknerstrasse 26
CH-4001 Basel

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Kanton Basel-Stadt Runs Magnolia: How to Switch to a Swiss Kanton to a New CMS

  • 1. How to Switch a Swiss Kanton to a New CMS Kanton Basel-Stadt runs Magnolia
  • 2. 2 Index Introduction: Aperto and the project WebBS How to switch a Swiss Kanton to a new CMS Close-up #1: Process public service forms à la carte Close-up #2: Transform 100 Websites to 1 user experience Questions and discussion 01 02 03 04 05
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  • 6. 6 Who We Are Today Facts and Figures 40Million US$ Turnover (Gross income) 2013 400Heads at present Growing steadily and soundly International branches Europe (Germany, Switzerland) Middle East (Dubai) China (Beijing, Shanghai) 10of the largest owner-managed advertising agencies in Germany Top 3
  • 7. 7 We Connect Brands And People
  • 9. The Challenge Of WebBS  Develop an E-Government platform to administer all governmental websites of Kanton Basel-Stadt  Roll out all ministries and departments by the end of 2014  Deliver a multi-device rollout: desktop, smartphone, tablet  Integrate specific form based e-Government services A platform to reduce costs, simplify editing and to integrate services 9
  • 10. 10
  • 11. The Challenge Of WebBS Unify the unclear existing system landscape Starting position and tasks 01 11 Deliver and set up the new CMS Magnolia 02 Adopt the new Corporate Designs to the STK 03
  • 12. The Challenge Of WebBS Simultaneously and succesively replace up to 78 existing governmental applications A multilevel e-administration project with a run-time of 2.5 years 04 12 Develop a specific E-Governmental form processor module and hand it over to the Kanton05 Migrate the content of 100 websites 06
  • 14. Aperto‘s operational layers in the project 14 How To Switch A Swiss Kanton To A New CMS Requirements engineering and management Technical conception and documentation Setup and configuration of system landscape Programming of temps, functions and E-Gov module Coach the client’s editors, admins and sys engineers Plan and operate the migration processes Particular/over- lapping project management Problem/incident management and launch support
  • 15. Quantity structure of the migration 15 How To Switch A Swiss Kanton To A New CMS CMS Product Hosting base Websites Applications and forms HTML pages and documents CMS editors Live-Link Kanton Basel-Stadt 80 78 92 11’477 6’692 283 Plone External 3 150 Others External 17 40
  • 16. Course of the entire project 16 How To Switch A Swiss Kanton To A New CMS 2012 2013 2014 Set up of CMS Re-Launch bs.ch Pilot migration Application development Mass migration Coachings Development of E-Gov form module Continuous release management and launch support
  • 17. Close-up #1: Process Public Service Forms à La Carte
  • 18. Process public service forms à la carte  Develop a specific E-Governmental form module based on Magnolia open source form processor Aperto‘s Challenge 01 18  Hand-off the E-Gov form processor module to the client and instruct him how to further develop it02  Enable the client to relocate public services from the city councils into the web by providing these services through web-based forms. 03
  • 20. General Requirements Definition  Stability  CMS Integration ability  Ease of use  Wide field of applications Form based public services ought to be created… …cheaply, quickly and flexibly Demands on a generic form processor 20
  • 21. Specific E-Gov requirements  Barrier-free (AA) components  Group validation features  Complex input fields  Component based processing of form data  Advanced multi-file-upload and multi-step- navigation  Extensive combination possibilities Enrich Magnolia open source module 21
  • 23. Close development collaboration with the client 23 E-Gov Form Module Collaboration Process Extract the module Define and manage requirements Enrich it with E-Gov features Further development by the client Hand off the module to the client and coach him
  • 25. E-Gov Form Processor Benefits Kanton‘s administration benefits  Save time and money when creating new form based public services  Be flexible and autonomous with regard to future development of form based public services  Get a sustainable ease of use solution Kanton‘s citizens benefits  Location-independent participation in public services  Time-independent operation of public services  24/7 city councils Good value for the money and 24/7 city councils 25
  • 26. Form Based E-Gov Use Cases For Citizens
  • 27. Form Based E-Gov Use Cases For Citizens  Change of domicile  Motor vehicle registration  Identity card registration  Tax administration  Public waste disposal and pick up management A selection of form based public services 27
  • 29. Close-up #2: Transform 100 Websites to 1 user experience
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  • 45. 45 Migration in 5 generic steps PlanVision / goals Pilot OperationMigration
  • 46. 46 Migration of 100 websites in stages 2013 2014 Stage 1 Pilot stage Stage 2 Stage 3 Stage 4 Stage 5
  • 47. Migration process in detail Level: website 47 InterviewKick-off Prototype PrototypeWorkshop Migration Content edition Quality Assurance LaunchHandover
  • 49. Content migration challenges  One-to-one website migration resulted in poor quality.  We deliver expert consultancy and support in information structure and content strategy instead of merely migrating content one-to-one. Benefits:  Websites meet the expected quality.  Saving time and costs (website owners’ resources)  Streamlined migration process ends in planned time Quality 01 49
  • 50. Content migration challenges  Lacking of planning reliability: huge variety of websites; specific requirements known not before interview  Project team acts as small agile unit without organizational overhead; attitude is not to focus the plan but the client. Benefits:  Flexibility, responsiveness Planning reliability 02 50
  • 51. Content migration challenges  a huge number of website owners: high communication and coordination efforts difficult to plan  Use of communication plan aligned to project plan; use of visualizations, metaphors (f.ex. to move house); prefering prototyping vs. documenting Benefits:  Control of communication efforts and workload on both sides; better understanding of the process and the milestones to achieve Communication 03 51
  • 53. 53 Lessons to learn for a successful migration project Project Managers with expertise and experience in large scale projects required Auch 2012 neue Technologien finden und einsetzen. Auch 2012 neue Technologien finden und einsetzen. A migration project means to have to learn constantly Communicate, involve: see piloting, prototyping etc. as a part of it Use appropriate tools – for facilitating communication and collaboration Focus the client – not the project plan Produce visible results – be visual
  • 54. Planning the migration Balancing the constraints 54 Quality Time Cost Scope
  • 56. Thank You, Guys! Aperto AG Alex Hubitsch Senior Project Manager E-Mail alexander.hubitsch@aperto.de Phone +49 (0) 30 – 283 921 – 571 ApertoAG – In der Pianofabrik Chausseestr. 5 10115 Berlin Aperto SchweizAG Roberto Rivetti Content Coordinator E-Mail roberto.rivetti@apertoschweiz.de Phone +41 (0) 61 – 264 00 – 06 Aperto SchweizAG Falknerstrasse 26 CH-4001 Basel