Selecting a content management system

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• 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

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

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