Selecting a content management system
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Selecting a content management system

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• Understanding the ideal project lifecycle of a successful CMS implementation ...

• Understanding the ideal project lifecycle of a successful CMS implementation
• How to create truly exceptional, results-driven Web experiences
• Early considerations for building traffic through your website i.e. how to architect your website for maximum traffic, engagement and repeat visits and the feature sets you should look for in a CMS to make these happen
• Strategies for bridging social technologies into your CMS for maximum visibility, audience engagement and business benefit
• Current business and technology trends in Web Content Management
• The most common Web CMS pitfalls, and Best Practices for avoiding them.

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  • Marketing-ish ones
  • Marketing-ish ones
  • Marketing-ish ones
  • Allude to big G
  • Project specific materials
  • Project specific materials
  • Think marketing conversion etc. to prompteverest conversationSplit into technical and usage scenarios
  • Hosted vs. non-hostedOpensource vs. commercial.net vs. otherStrong product road map / strong partner ecosystemComparable size sitesStrong corporate financials

Selecting a content management system Presentation Transcript

  • 1. non-linear creations inc.
    Choosing the Right Web Content Management Solution
  • 2. Agenda
    | Toronto | Calgary | Ottawa | Regina | New York
    2
  • 3. Agenda
    Very quick introductions
    CMS deployment life cycle
    Steps to selecting a CMS
    Key marketing criteria powering CMS selection
    Trends and best practices in CMS deployment
    Demonstration of Sitecore CMS
    Questions and Answers
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    3
  • 4. Introductions
    | Toronto | Calgary | Ottawa | Regina | New York
    4
  • 5. Who We Are
    Randy Woods, EVP
    Co-founder of non-linear creations
    Lead the NLC Business Performance Group
    Glen McInnis, Practice Lead, ECM
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    5
  • 6. Our executive summary
    Founded in 1995
    55+ full-time specialists
    Offices Toronto, Ottawa, Regina, Calgary, NYC with global client base
    Privately held, profitable & stable
    Capable of providing service in multiple languages (English, French, Spanish, Mandarin, Cantonese, Russian….)
    Our Goal: client success, full stop.
    Our Approach: leverage the potential of internet technologies to deliver business value
    Our Result: extensive list of reference-able clients in private and public sector
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    6
    Technology Partnerships
  • 7. NLC Solutions Groups
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    7
    DIGITAL STRATEGY
    CUSTOMER & EMPLOYEE SOLTIONS
    TECHNOLOGY SERVICES
    DIGITAL MARKETING & ANALYTICS
    BUSINESS PERFORMANCE FRAMEWORK
    CONTENT MANAGEMENT
    EMAIL MARKETING
    ENTERPRISE SEARCH
    INFORMATION ARCHITECTURE & UX DESIGN
    SEARCH ENGINE MARKETING
    SOCIAL COMPUTING
    SOCIAL MEDIA MARKETING
    ANALYTICS AND CONVERSION OPTMIZATION
    CUSTOM APPLICATION DEVELOPMENT AND INTEGRATIONG
    MICROSITES & MULTIMEDIA
  • 8. A few of our clients
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    8
  • 9. Thought Leadership
    Nonlinear.ca/whitepaper
    Choosing a Web Content Management System
    Effective Visual Design Strategy for CMS
    Six Tips for Delivering Faceted Navigation within a CMS-Driven Website
    Best Practices for Building Your CMS Architecture
    SEO and CMS: Implementing Best Practices
    Planning for Success: Best Practices in CMS Governance
    Nonlinear.ca/blog
    Persuasion and Information Architecture: 5 tips
    Demystifying Dynamic Content Management
    SEO, CMS and the Gilbane Boston Show
    Drive Business Results from your CMS Deployment
    Content Management, Internet Marketing and the Law
    Can you really calculate the ROI of web content management?
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    9
  • 10. Follow Us
    www.twitter.com/nonlinear_tweet
    www.twitter.com/RandyWoods
    www.twitter.com/GlenMcInnis
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    10
  • 11. CMS Deployment LifeCycle
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    11
  • 12. CMS Deployment Lifecycle
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    12
  • 13. Set Objectives
    Define success in advance and map to metrics
    Examples:
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    13
  • 14. Set Objectives
    NLC Performance Framework: An approach to setting objectives
    Identify corporate priorities
    Broad stakeholder interviews
    Map online tactics to corporate objectives
    Define measurable outcomes
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    14
  • 15. Set Objectives
    www.nonlinear.ca/whitepaper
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    15
  • 16. Governance & Tech Planning
    Governance
    Authorship Model
    Translation
    Approvals
    Archiving
    Responsibilities for Outcomes
    Tech Planning
    Template Inventory
    Integration Plan
    Custom Functionality
    Content Migration Plan
    Infrastructure Plan
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    16
  • 17. Implementation & Integration
    Intranet
    Extranet
    Portal
    Records management
    CRM
    Digital Rights Management
    Knowledge Management
    Learning management system
    Business Intelligence
    Product catalogue
    Document management
    Custom database content
    Employee directory
    Collaboration system
    Survey engine
    Forums/chat
    HR job application forms
    External workflow or business process management system
    Back-office systems
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    17
  • 18. Training
    View CMS Deployment as an opportunity to drive business improvements
    Too often a CMS simply allows organizations to publish low quality, low value content more efficiently
    Consider an integrated training package that extends beyond just CMS end user instruction
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    18
  • 19. Training
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    19
  • 20. Content Migration
    Takes longer and costs more
    Automate if:
    Consistently structured
    Identical information architecture
    Manual if:
    New information architecture
    Substantially new content
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    20
  • 21. Quality Assurance
    Traditional QA approach is inappropriate
    Test cases should map to governance plan & technical plan
    Tests to be passed:
    John is supposed to be the only one who can edit this content - is he?
    Legal needs to review all content in this area – is this enforced?
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    21
  • 22. Common Steps I Left Out
    Information Architecture
    Graphic Design
    Content Creation
    Content Translation
    Search Engine Optimization
    Social Media Integration
    Go Live
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    22
  • 23. Selecting a CMS
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    23
  • 24. A Model for CMS Selection
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    24
  • 25. Technical Environment
    Implementation Assistance Required
    Content Migration Assistance Required
    Training & Support Requirements
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    25
  • 26. Contractual hoops based on $$ thresholds?
    Can you procure both software and services simultaneously?
    What service model are you equipped to manage?
    Fixed cost
    Staged fixed cost
    Time and materials
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    26
  • 27. Drive scenarios from business objectives
    Ensure each actor is represented
    Define what is to happen, but not how
    Rank importance of each scenario
    Include integration points in scenarios
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    27
  • 28. Decide how you will evaluate potential integration partners
    Key criteria:
    Proven and sensible methodology for deployment
    Skill sets that map to your project requirement (IA, IT Infrastructure, Design, Training, etc.)
    Strong track record with the product
    Credible case studies detailing comparable deployments
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    28
  • 29. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    29
    Ektron
    CoreMedia
    Magnolia
    Opentext/Reddot
    Day Software
    Sitecore
    Oracle Stellent
    Clickability
    Alfesco
    Vignette
    Percussion
    OpenCMS
    SDL Tridion
    Crown Peak
    FatWire
    Typo3
    Dot Net Nuke
    Paper Thin
    Drupal
    Omni-Update
  • 30. Closing the Deal
    Score each vendor demo against scenarios
    Solicit pricing from at least two so that you have price power
    Check references for top vendor
    Consider proof of concepts if deeply complicated requirements
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    30
  • 31. Recap
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    31
  • 32. Project pitfalls and trends to watch
    Glen McInnis
    Practice Area Lead, Enterprise Content Management
  • 33. Agenda
    4 project pitfalls
    3 trends to watch and what they mean for web content management
    Sitecore Demo
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    33
  • 34. Project pitfalls you can avoid
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    34
  • 35. Project pitfalls
    Poor content author usability
    Implementation team lacks understanding of the chosen product
    Unmanageable (complex) workflows
    Not enough time to write or migrate content
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    35
  • 36. Content author usability
    Not everyone is the same, design templates to account for varied tasks and level of skill
    Templates should guide the authors and restrict obvious mistakes: prototype early
    Content samples or snippets should be readily available
    Train with scenarios and retrain periodically
    Search is a must for large repositories
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    36
  • 37. Implementation team does not know the product
    Have someone on your staff trained by the vendor
    If hiring, know a web developer is not a CMS developer
    Find an experienced partner to help you with the implementation
    When testing the solution be sure to include content author interface, workflows and performance
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    37
  • 38. Workflows
    A CMS is not a collaboration platform
    Workflows are meant to provide an approval chain not help you write good content
    Keep workflows as simple as possible
    Someone always needs to have the “panic” button in the case of emergency
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    38
  • 39. Allow time to migrate
    Most people can load 20 – 25 pages of content per day
    A 1,000 pages takes at least 40 person days
    Automated migration is an option to consider; you may make some implementation decisions to make it possible
    Start preparing content early, as soon as the IA and design is set you can begin
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    39
  • 40. Final thoughts
    A clear vision is needed; what is the expected gain from the project?
    Execution of the vision requires planning and ongoing executive sponsorship
    Break the project into smaller phases, you get some quick returns and make the whole more manageable
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    40
  • 41. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    41
    Trends
  • 42. Predictions
    By 201220% of companies will have no ownership of IT assets; moved to the cloud and virtualization >> INTEGRATION
    By 2013Mobile phones will replace PC’s as the most common device for Web access >> MOBILITY
    By 2015Online marketing will reach $250 billion >>QUICK RESPONSE BASED ON ACTIONABLE METRICS
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    42
  • 43. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    43
    Future proofing your WCMS
  • 44. Cloud, virtualization, social sites
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    44
    #1 Integrate
  • 45. Integrate: Products
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    45
  • 46. Integrate: People & process
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    46
  • 47. Integrate: The next big thing
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    47
    ?
  • 48. In a CMS this translates to:
    A vendor with clear direction for the product, both in the technical architecture and market needs
    A product with a complete set of API’s and an eye towards security
    A vendor with a successful partner channel
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    48
  • 49. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    49
    #2 Mobility
  • 50. Disjointed set of devices
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    50
  • 51. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    51
  • 52. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    52
  • 53. In a CMS this translates to:
    Repurpose content by separating the display mechanism from the content
    Detection of alternative devices
    Awareness of location (future)
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    53
  • 54. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997
    54
    #3 Quick Response
  • 55. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    55
    Measure site
    effectiveness
  • 56. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    56
    Coming up short?
  • 57. Test alternatives
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    57
  • 58. Surprising where you end up
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    58
  • 59. A/B and MVT Testing
    Decide what it is you are monitoring and what trend requires further action.
    Test a few specific things.
    Take a risk. Make a bold change to a page or button title. Then tweak based on results.
    Remember that you are the best judge of what works.
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    59
  • 60. In a CMS this translates to:
    Integrated analytics
    A/B and multivariate testing
    Empowered content authors who do not require IT to use the above
    | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    60
  • 61. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.5964
    61
    Questions
  • 62. Back Up Slides
    TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA
    62
  • 63. Thursday, February 11, 2010
    Monthly visits up 700%