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JOEL WARWICK                                                                                                        joel@joelwarwick.com | www.linkedin.com/in/joelwarwick
Joel draws from 20 years of experience with digital media, publishing and marketing technologies. Over the last 10 years his consulting practice has guided firms’ digital media strategies, business
process design and implementation of digital media management and publishing systems – with an emphasis on rich-media and digital asset management (DAM).

POSITION SUMMARY                                            CAPABILITIES & SKILLS                                                     MAJOR PROJECTS & PROGRAMS
2002-Present | President                                    • Well versed in marketing, publishing and digital media creation,        2009-2010 Integrated Communications Project, AARP
JAW Consulting, San Rafael, CA                                production and distribution operations, including online, broadcast     Designed and led DAM implementation and business process
                                                              video, social media, marketing analytics, content monetization          design project achieving cost and cycle time reductions through
2007-2008 | Co-founder                                        and the tremendous challenges organizations face as sourcing and        enhanced content sharing and messaging alignment across three
Playdate Cafe, San Anselmo, CA                                distribution channels fragment and proliferate.                         business units: print magazines, online publications and member
                                                            • Expertise across multiple disciplines: strategic and financial analy-    sites, and broadcast TV programs.
2000-2002 | Director of Product Management
E-Color Inc., San Francisco, CA                               sis, project, workflow and organizational design, and enterprise         2006-2011 Instructor, DAM Tutorials
                                                              system implementations - on-premise, SaaS and ‘cloud’ systems.
                                                                                                                                      Instructor for over 20 half-day tutorials in the US and Europe
1999-2000 | Digital Technology Manager
                                                            • Superb customer engagement, earning trust, assuring satisfaction        advising dozens of firms with how-to sessions and workbooks on
Pantone Inc., Carlstadt, NJ / San Rafael, CA                                                                                          DAM fundamentals, digital media and innovation services group
                                                              and converting clients, customers and partners into advocates.
1998-1999 | Engineering Manager                                                                                                       design and candid content systems vendor assessments.
                                                            • Maintains in-depth knowledge of enterprise content systems (DAM/
Radius Inc. / Miro Displays, Mountain View, CA                MAM, ECM, WCM, DRM, ESS/EC, MRM/MOM, BPM) and in-                       2005-2006 Enterprise Media Services, CanWest & Infosys
1995-1998 | Senior Product Manager                            dustry-specific practices in media, entertainment, publishing, brand     Strategic analyst and lead consultant for a large-scale project for
                                                              marketing, content aggregation, licensing & merchandising.              Canada’s leading media firm (14 TV stations, 5 daily metro news-
X-Rite Inc. / LightSource, San Rafael, CA
                                                                                                                                      papers, national news and Canada.com websites). Instrumental in
                                                            • Effective communicator, skilled presenter and accomplished writer
CLIENTS                                                                                                                               delivering an enterprise-wide, visionary content services platform
                                                              of both published work and compelling communications, experienced
                                                                                                                                      forming a set of core services and processes driving all editorial,
End Use Firms                                                 engaging audiences across all organizational levels.
                             Vendors & Services Firms                                                                                 creation, production and distribution.
AARP                         Adobe                          • Draws from a significant pool of IP such as project plans, strategic
                                                              roadmaps, analysis tools, organizational and financial models,           2003-2005 Global Marketing Systems, Alticor / Amway
Alticor / Amway              EMC / Documentum
                                                              and relationships with industry thought leaders and subject matter      Lead consultant for a multi-year content strategy, publishing
CanWest (Shaw/Postmedia)     IBM Global Services                                                                                      process re-design, and content management initiative. Developed
                                                              experts (taxonomy, IA, UI, workflow, BPM, analytics, BI, migration).
Capps Digital (Publicis)     IGATE-Patni                                                                                              a complete content architecture (enterprise taxonomy, metadata
                                                            • Leader in promoting operational design – the workflows, policies,        model, structured content design, portfolio alignment) and publishing
E & J Gallo                  Infosys
                                                              standards and accountabilities essential to produce genuine eco-        workflow re-design (roles, workflows, standards, business rules,
General Motors               OpenText / Artesia               nomic gains from system deployments. Projects stall and fail ex-        best practices) for marketing organizations in the US, Japan, Korea,
Ingram Books                 Getty Images                     pectations when process control and coordination is insufficiently       Germany and the UK.
Nokia (EU)                   NorthPlains Systems              addressed. Proven operational design methods and tools accelerate
                                                              sales and implementation cycles, driving projects to completion with    2002-2011 GISTICS Partnership, Multiple Clients
Polo Ralph Lauren            KIT Digital / ClearStory
                                                              fully-achieved success criteria.                                        Long term partnership with the DAM industry’s leading research
TeliaSonera (EU)             SAVVIS / WAM!NET                                                                                         firm. Developed numerous executive white papers, business
Sanoma (EU)                                                 • Firmly held belief that honesty and integrity are fundamental to
                             OnStream Media                                                                                           cases and ROI benchmarks, market strategies, execution road-
                                                              producing tangible and lasting business results.
                                                                                                                                      maps, and analysis of the media management marketspace.
PUBLICATIONS & PRESENTATIONS
“Why Good DAMs Go Bad - Building an Operational Capability” Journal of Digital Asset Management, July 2010 | Podcast interview on “Another DAM Podcast” November 2011
“Content Services: A comprehensive approach to realizing the vision of DAM” Journal of Digital Asset Management, Sept. 2006
“Common mistakes, pitfalls and misconceptions to avoid and overcome when launching your DAM initiative” Presentation at Henry Stewart DAM Conferences, NY & Chicago 2010
“Spotlight on Organizational Alignment” Presentation at Henry Stewart DAM Conferences NY & LA 2011
“Building the Business Case for DAM” Presentation at Early & Associates Webinar Feb 2009 & Henry Stewart DAM Conferences, NY & Chicago 2009, London 2005 & 2006
“Fundamentals of DAM, Buying & Deploying DAM and Enterprise DAM Operations” 4-hour tutorial sessions and 100 page workbook, Henry Stewart DAM Conferences, NY, LA, Chicago & London 2006-2010
Sample Model: Digital Media Services – operational functions

         User Steering Committee                                    Digital Media Services Director                                          Executive Steering Committee




   Library Management
        & Services



           Taxonomy & Metadata                                    Content Promotion                              Ingest, Tagging & Error                              Library & Collections
               Management                                          & Collaboration                                     Correction                                         Management


                                                                  Ad-hoc &                             Archiving &                                                       Expert
Metadata model         Taxonomy             Content                              Collaboration                             Content ingest        Third-party                               Permanent
                                                                 short-term                              legacy                                                         content
development &        development&         research &                             & promotion                                 & tagging          content ingest                             collections
                                                                 collections                            metadata                                                       librarian
 management          management             analysis                              programs                                    support          & rights tagging                           management
                                                                   design                               analysis                                                       services
                                                                                                                                                                        © 2010 Joel Warwick. All rights reserved




                                                        Content Strategy,
                                                      Analysis & Governance



                                                                                        Licensing & Rights
       Digital Media Strategy                         Governance                                                                         Business Modeling & Rules Design
                                                                                           Management


                                                                                                                                                                                                    New
  Content    Messaging &     Quality &    Roles & Digital media                    Digital   Contracts &        Sales &         Content   Interaction              Performanc
                                                                                                                                                        Business                                  business
  portfolio communications effectiveness accountabi services                       rights    negotiation       licensing     requirements analysis &               e metrics &
                                                                                                                                                      rules design                                  model
management    alignment    management       lities management                     strategy    support           support        evaluation   design                  reporting
                                                                                                                                                                                                   support
                                                                                                                                                                         © 2010 Joel Warwick. All rights reserved




                                                                                                      Standards, Practices
                                                                                                          & Workflow



                                                                               Production Tool
              Content Standards                                                                                                          Policies, Guidelines & Training
                                                                                 Standards


                                                                                             Integration,                                                          Lifecycle              Review &
 Asset creation &       Sourcing &            Publishing &               Desktop tool                                        Reuse            Construction
                                                                                              training &                                                            control                approval
   production             reuse               broadcasting               analysis and                                      practices &        & assembly
                                                                                                change                                                            practices &             protocol &
    standards           standards              standards                   stragegy                                          policies          practices
                                                                                               support                                                            guidelines               policies
                                                                                                                                                                         © 2010 Joel Warwick. All rights reserved




                                                                                                                                                                 DAM Systems
                                                                                                                                                              Management & Support



     DAM Software Platform                              UI, Portals & External
                                                                                                            Enterprise Integrations                                   Infrastructure
        Management                                           Integrations


                                                                     3rd party                      Vendor-
 Core DAM          Application    Auxiliary       DAM system                                                          Enterprise          External
                                                                   integration    Admin UI &        specific                                              Network        Hardware              Storage
  services       layer services   services        interfaces &                                                        systems &          repository
                                                                   services &       tools          production                                            operations      operations           operations
management        management       & tools           portals                                                           platforms         federation
                                                                       APIs                       environments
                                                                                                                                                                        © 2010 Joel Warwick. All rights reserved
Original Article

                          Why good DAMs go bad: Building
                          an operational capability
                          Joel Warwick
                          draws from 20 years of experience with media and publishing technology in his consulting practice. He has been leading project
                          teams for the last 10 years developing content strategies, business cases, and in the design and implementation of DAM systems
                          and related business processes. Joel brings deep expertise and hands-on knowledge to a broad range of work such as strategic
                          alignment, operational design, ROI benchmarking, systems implementation and building DAM services teams. His clients include,
                          AARP, Adobe, Amway, CanWest, Capps Digital, ClearStory, E&J Gallo, EMC, GM, Getty Images, Gistics, IBM, Infosys, Nokia,
                          NorthPlains, TeliaSonera and Savvis. He earned a BS in Electronic Publishing and Imaging from Cal Poly, SLO, California, while
                          also working as a pressman, retoucher ,cameraman and page assembler. He is a color management expert and managed product
                          development for Pantone, Radius, X-Rite and LightSource. More at: www.linkedin.com/in/joelwarwick.



                          ABSTRACT Post-mortem analysis of under-performing DAM efforts reveal nearly uni-




                                                                                                    PY
                          versal points of failure and disconnects among user populations and support functions.
                          Targeted toward DAM program leaders and executives, this article surfaces the missing
                          elements, typical challenges and how to identify and fulfill these requirements, gleaned
                          from experience leading many DAM projects. Methodologies for properly structuring


                                                                                            O
                          DAM projects are introduced along with candid examples of do’s and don’ts. DAM
                          projects often flounder because of the misconception that the firm will realize strategic
                                                                                    C
                          and process efficiency gains simply by rolling out a DAM system and training users on
                          its functionality, only to discover teams don’t understand how they should use it in their
                          normal operations. DAM operations that produce real gains, whether realized straight
                                                                        R
                          away or in fits and starts, are distinguished by prime focus on operational design. Suc-
                          cessful DAM projects are approached as fundamentally operational design efforts with
                                                               O


                          DAM system implementation a crucial but separately scoped and staffed component of
                          the project.
                                                TH



                          • Learn what stalls DAM projects, why and how to ensure you will avoid these threats
                          • Focus on business process design – approaching DAM as an operational capability
                                        U




                            versus functionality of DAM software.
                          • Establish permanent DAM services to manage and grow DAM operations to
                                A




                            achieve the long-term gains promised in the business case that demands
                            governance, standardization and structure in a complex network of user teams
                            among a content development ecosystem.
                          • Gain confidence you have scoped and set up your DAM project properly, backed by
                            a sound business case with the organizational support and accountabilities
                            essential to DAM-enable complete business processes and ensure the deployment
                            is well received and adopted.
                          • Collect the ammunition needed to build unassailable arguments to support and
                            fund on operational design project that reaches above and beyond typical IT
Correspondence:             system implementation activities, resources and schedules.
Joel Warwick
JWA Consulting, 7
Kinross Dr, San Rafael,   Journal of Digital Asset Management (2010) 6, 216–224. doi:10.1057/dam.2010.24
California 94901, USA
E-mail: jwarwick@
joelwarwick.com;          Keywords: organizational alignment; DAM; business case; operational design; business
Website: http://www
.linkedin.com/in/
                          rules; metadata; life cycle
joelwarwick




                                © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224
                                                              www.palgrave-journals.com/dam/
Why good DAMs go bad?


INTRODUCTION                                                               decreased cycle time or reducing redundant
This article strives to expose the requirement                             content licensing, are not produced by DAM
for crucial components of DAM projects                                     system functionality. The gains are achieved by
that are often neglected or avoided. These                                 improving business processes, usually including
findings and an approach to fulfilling these                                 greater integration and collaboration between
requirements have derived from hands-on                                    multiple content-producing groups.
experience leading numerous DAM projects and                                  Figure 1 highlights what happens when
corroborated by further anecdotal evidence from                            operational design is insufficient. In the end,
consultants, vendors and end-use firms in                                   poor adoption is responsible for prohibiting
marketing, broadcast, media and publishing. The                            business process changes that drive the gains
goals of this article are to:                                              firms seek from DAM.
                                                                              The result of rolling out to users for which
• Convince readers that firms must approach                                 there has been insufficient operational design is
  DAM as an operational capability –                                       poor adoption. A common outcome firms
  identifying the scope of issues that fall                                report is that the teams that chose to adopt the
  on program leaders and the impact of                                     system at all end up using it as their own
  failing to recognize and address these                                   independent DAM system. In the absence of
  requirements.                                                            coordination or standardization across teams,




                                                                         PY
• Demonstrate that building an operational                                 one team may use it as a finished work library
  capability is a complete solution compared                               containing only final form PDFs while another
  to just implementing software – define                                    uses it as the photo archive containing only the



                                                                 O
  operational design, the work it entails                                  raw source images from photo shoots. They tag
  and highlight the ramifications if this work is         C                 and organize assets differently, likely modeling it
  not sufficiently addressed.                                               after their existing operations and of course put
• Outline the DAM services model for                                       no thought into what content would be useful
  establishing the right resources to execute                              and relevant to other teams.
                                             R
  operational design during system                                            When poor or inappropriate adoption occurs,
  implementation projects and post-deployment                              garnering support for follow-on or next-phase
                                    O

  structuring and planning these projects and                              projects is often very difficult. Gaining support
  how a DAM services approach can grow                                     for improvements to a system that is widely
                     TH



  DAM more quickly and at less expense than a                              perceived to not work, while asking teams using
  series of phased IT projects.                                            the system incorrectly to abandon their methods
• Convey the imperative to garner support for                              and reform their practices present more
  operational design, including how to justify                             difficulty than implementing a DAM project
             U




  the perceived cost increase and schedule                                 from scratch. Communicating these risks to
  extensions compared to just implementing a                               executive stakeholders is crucial to securing
     A




  system and more importantly securing                                     support for operational design from the start and
  organizational support essential to promote                              to justify deployment to a narrower scope of
  and coordinate fundamental changes in how                                users than the whole user population.
  teams execute their work.                                                   DAM offers a range of potential gains, most
                                                                           commonly increased production efficiency and
                                                                           reduced operating costs, faster time to market
WHAT CHARACTERISTICS                                                       and message synchronization, or to drive new
DO UNSUCCESSFUL DAM                                                        media channels generating new revenue or to
PROJECTS SHARE?                                                            expand offerings. Although these are distinctly
DAM projects that fall short of objectives are                             different benefits all are realized by changes to
almost universally characterized by insufficient                            business process fundamental to how content-
or entirely absent operational design efforts. The                         producing groups conduct their operations.
root of the issue is the crucial distinction                               How does DAM functionality lead toward
between implementing a DAM system and                                      achieving these gains then?
changing how teams accomplish their work.                                     DAM facilitates new, improved business
The gains firms seek from DAM, such as                                      processes. In many cases the new process is



     © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224                   217
Warwick



                                          Fragmented strategy - Misaligned objectives - Insufficient controls

                                  Difficult to find assets from...                                  Difficult to use assets from...

                            Inconsistent, incomplete, inaccurate                              Conflicting asset and tool specs
                            metadata
                                                                                              Inappropriate, irrelevant content
                            Absence of logical relationships
                                                                                              Improper asset construction and assembly
                            Inconsistent versioning, bundling
                                                                                              Wrong workflow stage, version, rendition
                            Overwhelming search results
                                                                                              No rights to use or unintended infringement

                                                           Poor or inappropriate adoption results in...

                            Reversion to ad-hoc workflows, abandoning DAM
                            Maintain insular, informal local-team workflows within DAM
                            Reluctance to catalog, submit, ingest - lack of confidence, perception of unfair burdens
                            Limited cross-operational utility
                            Unreliable visibility and reporting




                                                                                         PY
                                                     Poor ROI - Unintended evolution - Stalled initiatives


                Figure 1:     Insufficient operational design.



                                                                                 O
                                                                         C
                simply not possible without DAM capabilities,                              figure out these concerns and make it all work
                while in other situations DAM offers faster, less                          effectively.
                                                             R
                error-prone methods than existing processes. A                                Most project leaders and executives recognize
                business process is the entire chain of activities                         that technology by itself does not create a
                                                    O

                that must be executed to produce content                                   solution, rather it is about how the systems are
                outputs. For a publisher it might be creating an                           implemented and used in practice. Despite
                                     TH



                issue of a magazine or updating a section of a                             understanding this principle when we look at
                website. For marketers it could be producing                               how firms actually approach DAM the projects
                and distributing materials for a campaign or                               that result are almost exclusively focused on
                product launch. A business process is much                                 system implementation. The DAM project is the
                             U




                more than just a workflow – it is everything                                DAM system implementation project. This
                that needs to happen, including all the inputs,                            article argues that DAM leaders must structure
                     A




                activity and outputs needed to fulfill the purpose                          DAM projects to focus on designing how teams
                and function of the operation. In order to                                 should execute their work by leveraging the
                realize benefits, such as reduced cycle time or                             capabilities of DAM with success measured by
                decreased production costs, the entire business                            improvements in business processes.
                process must ‘perform better’.                                                Some of the issues are exposed as DAM
                    Operational design includes all the elements                           project teams seek requirements that directly
                required to transition to new business processes.                          inform design of the system, such as the
                This includes implementing a DAM system but                                metadata model or inputs to trigger automation
                also the standards, policies, structured workflows                          through business rules. These aspects of
                and all the other aspects that affect content                              operational design will be exposed and satisfied;
                operations and the business processes employed.                            however, there are many other components of
                Unsuccessful projects do not sufficiently address                           operations that, when not considered in the
                many of these issues often because those driving                           design of the system and processes for using it,
                the project, executive sponsors, IT personnel                              create barriers to sound use and adoption. A
                the DAM project team are not aware of the                                  simple example is supporting increased sharing
                issues and assume some other group will                                    and collaboration between teams, such as print



218                  © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224
Why good DAMs go bad?


and online. Despite the fact that DAM system                               This perspective into operations is typically not
offers robust sharing capabilities, such as                                offered by any existing role - and why a role
notifications and routings, review and approval                             with this accountability must be explicitly
environments and soft proofing, these teams                                 assigned and fulfilled.
have not coordinated their sourcing practices                                  Some of the operational design challenges
and no cross-channel rights are secured so that                            that arise directly affect the apparent
they cannot share the content. This one issue                              performance of the DAM system, whereas
negates the benefits of all the other elements                              others do not affect the system directly but
that support sharing and prohibits application of                          impact the ability to implement the business
new business processes, and in practice presents                           process. When operational design is neglected,
a frustrating experience that inhibits adoption.                           some of the issues will be exposed by the DAM
Many aspects of operational design do not                                  project team, however others may not be
require complex solutions nor even difficult                                revealed until users try to adopt DAM-enabled
trade-offs for content teams but just need to be                           operations. When teams belatedly recognize the
properly understood, and agreement reached on                              need for operational design work that they do
a coordinated way to work together.                                        not have the time or resources to execute, they
    Projects that have not been structured to                              have a couple of choices, both of which involve
include operational design work run into                                   sacrifices and will fail to meet all prior




                                                                         PY
trouble primarily because they simply do not                               expectations. How teams choose to respond has
have the time and resources to investigate and                             a major impact on the future of the DAM
determine appropriate solutions for the many                               initiative, and exemplifies the concept that if a



                                                                 O
elements of a business process. Experience                                 team skirts the issue now, then they will pay for
leading numerous DAM projects, in addition to            C                 it later.
anecdotal information about other project                                      The ideal solution is to secure additional
outcomes, indicates that operational design work                           resources, expand the schedule and perform the
often demands as much resource commitment as                               operational design work. As one might guess,
                                             R
system implementation work. It is simply this                              this is rarely how firms respond as acquiring
lack of planning and expectation setting that                              additional funds for a project is difficult and
                                    O

forces DAM project teams to work around all                                DAM leaders are loathe to disappoint
the issues they do not have resource to address.                           stakeholders they have just convinced to fund
                     TH



One should not put all the blame on the DAM                                and support the project. The scale of the
project team however. In most cases it is the                              problem often is not clear either, with teams
confluence of a number of factors, one of which                             thinking they only have a few aberrant, one-off
is a lack of clarity about who is responsible for                          issues like a rights or workflow snag, and thus
             U




operational design. It is attractive, especially for                       restructuring the project may seem excessive.
IT teams, to seek to separate software                                         Another response is to scale back the
     A




implementation work from non-technical or                                  deployment scope, such as less content, fewer
business-side work. This distinction is valid,                             users and workflows to match the level of
especially considering the different skill sets                            operational design work the team can
needed to perform each, however the                                        sufficiently complete. This involves less risk but
relationships between technical functionality and                          requires greater upfront sacrifice. The principle
how it’s integrated with processes is extremely                            here is that a firm should not deploy to
intertwined and laden with dependencies. This                              operations that have not been properly studied
means that the operational design work needs to                            and redesigned for DAM, meaning thoroughly
be executed along with the system                                          understanding teams’ content, users and
implementation work – to the degree that it is                             workflows then coordinating them across
essentially the same project. The root cause of                            multiple teams through policies, standards,
insufficient operational design is the lack of                              structured workflows and so on. DAM teams
accountability to ensure business processes are                            scale back the scope to the limits of what has
achieved and that the gains sought are actually                            been properly evaluated and the level of agreed
achieved. No one is responsible for making sure                            upon coordination between teams. The
the project results in change that render value.                           drawback is simply that many of the expected



     © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224                 219
Warwick


                benefits would not be realized or will be                                  WHAT IS OPERATIONAL DESIGN?
                insignificant because of the narrow volume of                              Figure 2 illustrates the major components of
                work being supported by DAM. Experience                                   operational design. Some outcomes of this work
                developing DAM projects indicates that                                    directly inform system design, such as the
                choosing a narrower deployment scope then                                 metadata model. Other aspects of this work
                thoroughly evaluating and designing operations                            defines how users will properly use the system
                within that scope ensures that the system will                            as part of new business processes. While some
                perform well and carries the least risk of                                operational design work has no relation to the
                adoption failures. The challenge is convincing                            system it defines other aspects of operations that
                stakeholders to accept a narrower scope than                              if not evaluated and could bring the intended
                the previous expectations. In fact, sound                                 business processes to a halt. The level of effort
                DAM project design reflects the notion that                                and timing of when to perform each activity
                scope of the deployment will be defined                                    varies depending on the goals for DAM and
                but the scope of operational design regardless                            nature of the firms operations, such as DAM for
                of what scope the software implementation can                             marketing versus DAM for magazine publishing.
                support.                                                                  All these activities and designs are highly
                   The most common response, unfortunately, is                            interdependent and the sequencing of when
                to simply ignore the missing operational design                           teams tackle each is important to minimize




                                                                                        PY
                work. This typically results from focusing only                           design reworks. Likewise, some issues, especially
                on the system implementation and escaping                                 in the area of organizational alignment, require
                responsibility for business process changes and                           a significant amount of time to engage senior



                                                                                O
                whether overall gains will be realized. System-                           leaders and conduct cross-team negotiations and
                focused IT deployment teams often exhibit this          C                 agreements.
                approach without realizing the extent of the                                 A good deal of operational design work
                problem and ramifications. These IT teams                                  comes down to achieving alignment and
                deploy to the target user base regardless of                              coordination between distinct content
                                                            R
                whether their operations will actually be                                 operations. Most DAM initiatives focus to
                improved by using the system and whether they                             increase access and collaboration across
                                                   O

                are capable of transitioning to DAM-based                                 operations as a primary goal and source of
                operations. The focus is on providing the new                             expected gains. Here many firms fall into a
                                    TH



                tool rather than on determining exactly how                               common misconception that DAM will be the
                to use the tool to execute the work. IT                                   driving force behind creating these new
                teams often do not realize that users will                                interactions. In truth DAM systems simply
                experience some of the problems when actually                             support these exchanges, in which most
                            U




                using the DAM system and which they perceive                              activities along the process chain occur outside
                as poor system performance. So, even if                                   the DAM. Firms often carry an enormous
                    A




                IT teams claim no responsibility for overall                              assumption that by designing the new creative
                business process improvement, there is still a                            and production workflows based on DAM all
                good deal of operational design required to                               the other issues of how organizations work
                ensure that the system is well received and                               together will naturally be resolved in that
                adopted. When users cannot find or cannot use                              process. The fact is that explicit study,
                the content they seek, they see it as a problem                           agreement and definition of the new business
                with the system because it is not giving them                             processes is the required approach and in the
                what they need. Ironically, end users, such as                            end saves a tremendous amount of cost and
                executives, IT and DAM teams, often get                                   time.
                caught up in the misconception that DAM                                      One important area of operational design
                software provides the solution. This perspective                          work is content analysis, described here in
                is both one of the reasons why operational                                greater detail as an example of the type of work
                design is overlooked in the first place and                                involved in operational design and the skills
                reinforces why users feel the system faulty when                          required. DAM teams must understand all
                in fact the implementation is sound and                                   aspects of the content used and produced by the
                functioning perfectly.                                                    target user teams. Some info is required for



220                 © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224
Why good DAMs go bad?



                    STANDARDS                                  WORKFLOW                                    RIGHTS
            • Asset specs & formats                   • Process integration &                   • Sourcing practices & controls
            • Desktop tool alignment                    organizational interactions             • Cross-operational agreements
            • Asset construction & assembly           • Peripheral process redesign             • Clearance processes
              practices                               • Accelerate existing workflows,          • Reuse planning & validation
            • Metadata: taxonomies,                     foster new exchanges
              vocabularies, UI pick lists             • Process controls & safeguards
            • Vendor sourcing standards
                USER / ASSET SCOPE                   ORGANIZATIONAL ALIGNMENT                       CAPTURE & MIGRATION
            • Content discovery & analysis            • Budget alignment, subsidies,            • Legacy systems & file stores
            • Content ops relationship                  metrics, management insight             • Variability Assessment &
              mapping & scoping                       • Multi-project management &                normalization processes
            • Asset mix – volume, relevance,            coordination                            • Migration & cataloging
              legacy vs. new                          • Cross-operational negotiations &          processes & support
            • Visibility & access control               accountabilities                        • Metadata accuracy,
            • Portfolio alignment                     • Strategic alignment &                     completeness & consistency
                                                        commitments to organizational
                                                        change


Figure 2:     Major components of operational design.




                                                                         PY
software implementation such as sources of                                 into the work of operational design hopefully



                                                                 O
metadata, file specs and existing organizational                            highlights that it is a lot of work and results in a
heirarchy. Then there are aspects of how users           C                 significant amount of documentation – workflow
categorize content and the relationships between                           diagrams, content analysis spreadsheets, sharing
it and the different versions, renditions,                                 strategy maps and a number of other materials
derivatives and work products generated at each                            needed to communicate and track the findings
                                             R
workflow stage. Capturing the relationships                                 and solutions designed.
between content is crucial and quite powerful if
                                    O

it can be reflected in the system. For example, a                           WHY IS OPERATIONAL DESIGN
magazine publisher will want all the assets                                NEGLECTED?
                     TH



associated to the story they were developed for.                           This work is often neglected due to a number
Users can then search for stories and be                                   of conspiring problems with the project
presented with a collection of assets, perhaps                             structure and accountabilities, the resources
organized by different stages of development                               conducting the work and the level of
             U




such as, for images, raw source candidates, final                           organizational support for DAM.
edited and press-ready. Understanding these                                    Successful initiatives require clarity on what
     A




relationships also provides inputs to support                              team is responsible for working out all the non-
batch tagging processes and for developing the                             technical, business-oriented considerations.
asset migration process.                                                   System implementation teams (often IT) assume
    In practice DAM staff must actually look at                            that the end-user teams remain responsible for
the content in each location, categorize it, define                         changing their processes to leverage the DAM
each category’s attributes, map each group to the                          system, while in many cases no one is
points in the workflows where it is created and                             responsible to ensure that different end-user
used, and map each category in terms of                                    teams can share assets and collaborate among
usefulness for other teams as part of the asset                            themselves effectively. Technical and IT people
sharing and distribution strategy. The skills and                          are often resistant to what they may perceive as
experience required is less about enterprise system                        mixing up implementation work with business
implementation and more reliant on a sufficient                             issues specifically how end-user teams choose to
understanding of magazine editorial and                                    structure their operations.
production practices along with the ability to                                 Figure 3 depicts a common scenario where
conduct detailed analysis along the lines of a                             project teams are decommissioned after the
business analyst at a consulting firm. This glimpse                         system is deployed. This leaves no one focused



     © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224                          221
Warwick


                on DAM operations, especially coordination                                       Project                        Ongoing
                between teams. Typically each user team                                                             Projected
                manages their own adoption and operational                                                          gains

                design, to varying degrees of success given that                                 Staffed                                    Gains
                                                                                                 DAM                                        maintained
                these teams rarely have resources available not                                  project                                    or decline
                to mention the right skill set. However, the
                                                                                                                  Project
                larger problem is that no personnel are                                                           team
                                                                                                                                          Isolated,
                                                                                                                                          fragmented
                positioned to develop solutions across multiple                                                   disbanded
                                                                                                                                          management
                teams, with accountability for ensuring cross-
                                                                                                 6 mos.        Year 1           Year 2          Year 3




                                                                                             $
                team benefits and that they consistently adopt
                the new business processes defined. The graphic                             Figure 3: Scenario where project teams are
                shows that a certain level of gains are achieved                           decommissioned after the system is deployed.
                based on the scope of operations supported in
                the initial deployment. This assumes that
                operational design was sufficiently addressed, but                          is based on massive assumption that the content-
                only for those operations in the initial rollout                           producing teams will properly manage and
                scope. Nearly all ROI models and business cases                            expand their use of DAM. Feedback from
                assume increased benefits over time as the                                  countless DAM initiatives rolled out and




                                                                                         PY
                systems are applied to more aspects of operations                          managed in this way reports that management
                and to a greater depth of capability. Expanding                            of the system becomes fragmented and
                DAM to support more of the firm’s operations,                               insufficient. Expanding the scope of DAM



                                                                                 O
                meaning more users, content, workflows,                                     requires additional operational design work.
                practices and controls, obviously requires               C                 Even just maintaining DAM as organizations
                additional operational design work and resources                           and operations naturally change requires
                available to perform it. In the absence of                                 dedicated resources that hold accountability for
                personnel at the right organizational and                                  overall results and are positioned in the
                                                             R
                political position to oversee multiple teams’                              organization to operate independently of any of
                operations, expansion of DAM does not occur                                the user teams. The ability to design and change
                                                    O

                and therefore the growth of gains projected in                             processes, often leveraging the functionality of
                the business plan are never realized. In fact the                          DAM system, must become an ongoing
                                     TH



                gains achieved during initial roll out often                               operational capability.
                become diminished without such ongoing DAM                                     Another factor that leads to project challenges
                management as a result of changes implemented                              is insufficient support from the leadership from
                by teams independently from insular                                        teams being asked to change how they conduct
                             U




                requirements. This leads to inconsistent metadata                          their work. Firms often dive into a DAM
                fouling the database or new practices that conflict                         project without really understanding, nor
                     A




                across teams and actually create new barriers both                         securing agreement on the level of
                of which can squelch some of the original gains.                           organizational and operational change required
                   DAM projects, in association to a system                                to achieve target gains. Demanding significant
                implementation focus, are often approached as                              changes to the way groups operate involves
                efforts that will be executed by a team                                    executive-level decisions, many of which affect
                temporarily assigned to the project until it is                            groups’ autonomy and often create new
                completed. This view aligns with an IT-driven                              accountabilities and dependencies across
                approach in which the IT team builds the                                   previously independent teams. Clearly the
                system on behalf of content-producing teams.                               benefits of greater coordination and
                Figure 3 demonstrates the concept that when                                collaboration across content-producing teams
                projects are finished and teams decommissioned                              justify these changes; however, there are indeed
                the projected increases in benefits cease or                                limits on how quickly and dramatically teams
                actually decline. The business case usually relies                         can change, especially for groups that work in a
                on a multi-year roadmap based on assumptions                               deadline-driven environment. When these
                that the scope of users, content and workflows                              groups are unprepared for the need to make
                will continue to increase after deployment. This                           dramatic operational changes and achieve



222                  © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224
Why good DAMs go bad?


agreement on the processes, policies, controls,                            an issue of user error and poor training. The
standards and rules between teams, DAM teams                               question is what to train the users to do?
run into significant resistance. System                                     Training users on the features and functions of
implementation teams often argue that user                                 the software does not address the problem.
groups should determine how they want to                                   Rather what is required is a clear understanding
work together before DAM is implemented.                                   of how personnel in content operations
This is rarely the situation and, in the absence                           accomplish their work in a DAM-enabled
of anyone else working on it, the responsibility                           environment, with much of the work involved
falls on the DAM project if gains are to be                                occurring outside the DAM system. Operational
achieved.                                                                  design defines the what, where and how of new
    One team uses the system as a library of                               business processes that forms the basis of what
source images, such as files from photo shoot,                              personnel must be trained to do.
whereas another team uses the system as a
historical archive of finished projects, such as                            WHAT ARE DAM SERVICES?
final form PDFs of publications or marketing                                DAM services represents a model for ongoing
pieces. This is an example of unintended                                   DAM management and growth (Figure 4). The
adoption resulting from the absence of cross-                              director position represents a full-time role,
team design, often the result of the DAM                                   while the other activities listed are job functions




                                                                         PY
implementation teams leaving all the operational                           that may be performed by various resources
design for end-user teams to figure out their                               scattered among the user teams and from other
own.                                                                       departments. For example, workflow design



                                                                 O
    Implementing DAM involves much more                                    requires intimate knowledge of a team’s
than implementing a DAM system. Most                     C                 processes and must be performed by staff from
managers and executives realize that operations                            those teams, while developing sourcing standards
must change to realize benefits. However the                                and policies requires thorough understanding of
projects are IT teams must be convinced that                               the licensing contracts and the explicit approval
                                             R
neglecting this work will have an effect on the                            requires work with the legal department.
perceived performance of the system. A                                     Many firms, even those with large DAM
                                    O

straightforward way to explain it is to ask how                            implementations, maintain only one dedicated
the project team will train the users – will the                           staff member for DAM (the director position)
                     TH



trainers be able to teach users what content to                            but have achieved the organizational support
post, how to tag it, how to find it, when to                                needed to engage and leverage resources from
perform these actions, what policies and                                   other teams. The job functions listed are
standards must be adhered to? The system may                               oriented toward post-implementation
             U




function beautifully, but if people use it the                             management however they map fairly well to
wrong way, it will appear not to function                                  the activities performed in operational design in
     A




properly, such as the inability to find useful                              Figure 2.
content, the inability to use what is found and                               The ideal scenario for building an operational
perceptions of the system requiring more work                              capability from the start creates a DAM services
to use rather than saving time. System                                     group, run by a DAM director, with oversight
implementation does indeed comprise a                                      of resources to conduct both operational design
significant portion of the overall effort for a                             and system implementation. The initial DAM
DAM project that includes a new system;                                    project is executed as a component of building
however, the project must be approached as a                               out an operational capability delivered through
business process improvement initiative where                              DAM services. After the system is deployed,
system implementation is one of the major                                  many of the system-implementation resources
components.                                                                can leave but expansion involves more
    Issues such as capturing the wrong content,                            operational design work from DAM services.
poor tagging, absent rights, unclear policies,                             Compare this to a typical phased roadmap
mismatched standards and so on are all                                     where each phase is a full IT project, with
experienced as ‘I can’t find it or I can’t use it’.                         major costs and major hurdles to overcome to
To many implementation-focused personnel it is                             secure management attention and funding –



     © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224                   223
Warwick



                                                                          Director, DAM Operations




                              Library Services                    Strategy &                    Standards &                 DAM Systems
                               Management                         Governance                     Practices                  Management

                            Taxonomy &                        Content operations             Asset standards               User management &
                            metadata                          analysis                                                     support
                                                                                             Desktop apps &
                            Content promotion &               Strategy alignment             production tools              IT Infrastructure
                            portfolio aggregation
                                                              Licensing,                     Workflow design &             Core systems, DB &
                            Capture, migration &              clearance & rights             integration                   web services
                            cataloging support                management
                                                                                             Construction,                 Enterprise integration
                            Enterprise libraries              Business rules,                assembly &
                            management                        policies & controls            bundling                      Portals, UI & delivery


                Figure 4:     A model for ongoing DAM management and growth.




                                                                                         PY
                often resulting in delays between phases. A                                services should prove useful tools for DAM
                DAM services group can grow DAM for a                                      program leaders to secure support for them.
                fraction of the costs involved in phased,                                  It is never too late to tackle operational design



                                                                                 O
                IT-driven project roadmaps.                                                or start up a DAM services group, and any
                   The arguments in this article for focusing            C                 firm’s DAM efforts will greatly benefit from
                on operational design and building DAM                                     them.
                                                             R
                                                    O
                                      TH
                              U
                     A




224                  © 2010 Macmillan Publishers Ltd. 1743–6540   Journal of Digital Asset Management Vol. 6, 4, 216–224

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Joel Warwick CV Package

  • 1. JOEL WARWICK joel@joelwarwick.com | www.linkedin.com/in/joelwarwick Joel draws from 20 years of experience with digital media, publishing and marketing technologies. Over the last 10 years his consulting practice has guided firms’ digital media strategies, business process design and implementation of digital media management and publishing systems – with an emphasis on rich-media and digital asset management (DAM). POSITION SUMMARY CAPABILITIES & SKILLS MAJOR PROJECTS & PROGRAMS 2002-Present | President • Well versed in marketing, publishing and digital media creation, 2009-2010 Integrated Communications Project, AARP JAW Consulting, San Rafael, CA production and distribution operations, including online, broadcast Designed and led DAM implementation and business process video, social media, marketing analytics, content monetization design project achieving cost and cycle time reductions through 2007-2008 | Co-founder and the tremendous challenges organizations face as sourcing and enhanced content sharing and messaging alignment across three Playdate Cafe, San Anselmo, CA distribution channels fragment and proliferate. business units: print magazines, online publications and member • Expertise across multiple disciplines: strategic and financial analy- sites, and broadcast TV programs. 2000-2002 | Director of Product Management E-Color Inc., San Francisco, CA sis, project, workflow and organizational design, and enterprise 2006-2011 Instructor, DAM Tutorials system implementations - on-premise, SaaS and ‘cloud’ systems. Instructor for over 20 half-day tutorials in the US and Europe 1999-2000 | Digital Technology Manager • Superb customer engagement, earning trust, assuring satisfaction advising dozens of firms with how-to sessions and workbooks on Pantone Inc., Carlstadt, NJ / San Rafael, CA DAM fundamentals, digital media and innovation services group and converting clients, customers and partners into advocates. 1998-1999 | Engineering Manager design and candid content systems vendor assessments. • Maintains in-depth knowledge of enterprise content systems (DAM/ Radius Inc. / Miro Displays, Mountain View, CA MAM, ECM, WCM, DRM, ESS/EC, MRM/MOM, BPM) and in- 2005-2006 Enterprise Media Services, CanWest & Infosys 1995-1998 | Senior Product Manager dustry-specific practices in media, entertainment, publishing, brand Strategic analyst and lead consultant for a large-scale project for marketing, content aggregation, licensing & merchandising. Canada’s leading media firm (14 TV stations, 5 daily metro news- X-Rite Inc. / LightSource, San Rafael, CA papers, national news and Canada.com websites). Instrumental in • Effective communicator, skilled presenter and accomplished writer CLIENTS delivering an enterprise-wide, visionary content services platform of both published work and compelling communications, experienced forming a set of core services and processes driving all editorial, End Use Firms engaging audiences across all organizational levels. Vendors & Services Firms creation, production and distribution. AARP Adobe • Draws from a significant pool of IP such as project plans, strategic roadmaps, analysis tools, organizational and financial models, 2003-2005 Global Marketing Systems, Alticor / Amway Alticor / Amway EMC / Documentum and relationships with industry thought leaders and subject matter Lead consultant for a multi-year content strategy, publishing CanWest (Shaw/Postmedia) IBM Global Services process re-design, and content management initiative. Developed experts (taxonomy, IA, UI, workflow, BPM, analytics, BI, migration). Capps Digital (Publicis) IGATE-Patni a complete content architecture (enterprise taxonomy, metadata • Leader in promoting operational design – the workflows, policies, model, structured content design, portfolio alignment) and publishing E & J Gallo Infosys standards and accountabilities essential to produce genuine eco- workflow re-design (roles, workflows, standards, business rules, General Motors OpenText / Artesia nomic gains from system deployments. Projects stall and fail ex- best practices) for marketing organizations in the US, Japan, Korea, Ingram Books Getty Images pectations when process control and coordination is insufficiently Germany and the UK. Nokia (EU) NorthPlains Systems addressed. Proven operational design methods and tools accelerate sales and implementation cycles, driving projects to completion with 2002-2011 GISTICS Partnership, Multiple Clients Polo Ralph Lauren KIT Digital / ClearStory fully-achieved success criteria. Long term partnership with the DAM industry’s leading research TeliaSonera (EU) SAVVIS / WAM!NET firm. Developed numerous executive white papers, business Sanoma (EU) • Firmly held belief that honesty and integrity are fundamental to OnStream Media cases and ROI benchmarks, market strategies, execution road- producing tangible and lasting business results. maps, and analysis of the media management marketspace. PUBLICATIONS & PRESENTATIONS “Why Good DAMs Go Bad - Building an Operational Capability” Journal of Digital Asset Management, July 2010 | Podcast interview on “Another DAM Podcast” November 2011 “Content Services: A comprehensive approach to realizing the vision of DAM” Journal of Digital Asset Management, Sept. 2006 “Common mistakes, pitfalls and misconceptions to avoid and overcome when launching your DAM initiative” Presentation at Henry Stewart DAM Conferences, NY & Chicago 2010 “Spotlight on Organizational Alignment” Presentation at Henry Stewart DAM Conferences NY & LA 2011 “Building the Business Case for DAM” Presentation at Early & Associates Webinar Feb 2009 & Henry Stewart DAM Conferences, NY & Chicago 2009, London 2005 & 2006 “Fundamentals of DAM, Buying & Deploying DAM and Enterprise DAM Operations” 4-hour tutorial sessions and 100 page workbook, Henry Stewart DAM Conferences, NY, LA, Chicago & London 2006-2010
  • 2. Sample Model: Digital Media Services – operational functions User Steering Committee Digital Media Services Director Executive Steering Committee Library Management & Services Taxonomy & Metadata Content Promotion Ingest, Tagging & Error Library & Collections Management & Collaboration Correction Management Ad-hoc & Archiving & Expert Metadata model Taxonomy Content Collaboration Content ingest Third-party Permanent short-term legacy content development & development& research & & promotion & tagging content ingest collections collections metadata librarian management management analysis programs support & rights tagging management design analysis services © 2010 Joel Warwick. All rights reserved Content Strategy, Analysis & Governance Licensing & Rights Digital Media Strategy Governance Business Modeling & Rules Design Management New Content Messaging & Quality & Roles & Digital media Digital Contracts & Sales & Content Interaction Performanc Business business portfolio communications effectiveness accountabi services rights negotiation licensing requirements analysis & e metrics & rules design model management alignment management lities management strategy support support evaluation design reporting support © 2010 Joel Warwick. All rights reserved Standards, Practices & Workflow Production Tool Content Standards Policies, Guidelines & Training Standards Integration, Lifecycle Review & Asset creation & Sourcing & Publishing & Desktop tool Reuse Construction training & control approval production reuse broadcasting analysis and practices & & assembly change practices & protocol & standards standards standards stragegy policies practices support guidelines policies © 2010 Joel Warwick. All rights reserved DAM Systems Management & Support DAM Software Platform UI, Portals & External Enterprise Integrations Infrastructure Management Integrations 3rd party Vendor- Core DAM Application Auxiliary DAM system Enterprise External integration Admin UI & specific Network Hardware Storage services layer services services interfaces & systems & repository services & tools production operations operations operations management management & tools portals platforms federation APIs environments © 2010 Joel Warwick. All rights reserved
  • 3. Original Article Why good DAMs go bad: Building an operational capability Joel Warwick draws from 20 years of experience with media and publishing technology in his consulting practice. He has been leading project teams for the last 10 years developing content strategies, business cases, and in the design and implementation of DAM systems and related business processes. Joel brings deep expertise and hands-on knowledge to a broad range of work such as strategic alignment, operational design, ROI benchmarking, systems implementation and building DAM services teams. His clients include, AARP, Adobe, Amway, CanWest, Capps Digital, ClearStory, E&J Gallo, EMC, GM, Getty Images, Gistics, IBM, Infosys, Nokia, NorthPlains, TeliaSonera and Savvis. He earned a BS in Electronic Publishing and Imaging from Cal Poly, SLO, California, while also working as a pressman, retoucher ,cameraman and page assembler. He is a color management expert and managed product development for Pantone, Radius, X-Rite and LightSource. More at: www.linkedin.com/in/joelwarwick. ABSTRACT Post-mortem analysis of under-performing DAM efforts reveal nearly uni- PY versal points of failure and disconnects among user populations and support functions. Targeted toward DAM program leaders and executives, this article surfaces the missing elements, typical challenges and how to identify and fulfill these requirements, gleaned from experience leading many DAM projects. Methodologies for properly structuring O DAM projects are introduced along with candid examples of do’s and don’ts. DAM projects often flounder because of the misconception that the firm will realize strategic C and process efficiency gains simply by rolling out a DAM system and training users on its functionality, only to discover teams don’t understand how they should use it in their normal operations. DAM operations that produce real gains, whether realized straight R away or in fits and starts, are distinguished by prime focus on operational design. Suc- cessful DAM projects are approached as fundamentally operational design efforts with O DAM system implementation a crucial but separately scoped and staffed component of the project. TH • Learn what stalls DAM projects, why and how to ensure you will avoid these threats • Focus on business process design – approaching DAM as an operational capability U versus functionality of DAM software. • Establish permanent DAM services to manage and grow DAM operations to A achieve the long-term gains promised in the business case that demands governance, standardization and structure in a complex network of user teams among a content development ecosystem. • Gain confidence you have scoped and set up your DAM project properly, backed by a sound business case with the organizational support and accountabilities essential to DAM-enable complete business processes and ensure the deployment is well received and adopted. • Collect the ammunition needed to build unassailable arguments to support and fund on operational design project that reaches above and beyond typical IT Correspondence: system implementation activities, resources and schedules. Joel Warwick JWA Consulting, 7 Kinross Dr, San Rafael, Journal of Digital Asset Management (2010) 6, 216–224. doi:10.1057/dam.2010.24 California 94901, USA E-mail: jwarwick@ joelwarwick.com; Keywords: organizational alignment; DAM; business case; operational design; business Website: http://www .linkedin.com/in/ rules; metadata; life cycle joelwarwick © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224 www.palgrave-journals.com/dam/
  • 4. Why good DAMs go bad? INTRODUCTION decreased cycle time or reducing redundant This article strives to expose the requirement content licensing, are not produced by DAM for crucial components of DAM projects system functionality. The gains are achieved by that are often neglected or avoided. These improving business processes, usually including findings and an approach to fulfilling these greater integration and collaboration between requirements have derived from hands-on multiple content-producing groups. experience leading numerous DAM projects and Figure 1 highlights what happens when corroborated by further anecdotal evidence from operational design is insufficient. In the end, consultants, vendors and end-use firms in poor adoption is responsible for prohibiting marketing, broadcast, media and publishing. The business process changes that drive the gains goals of this article are to: firms seek from DAM. The result of rolling out to users for which • Convince readers that firms must approach there has been insufficient operational design is DAM as an operational capability – poor adoption. A common outcome firms identifying the scope of issues that fall report is that the teams that chose to adopt the on program leaders and the impact of system at all end up using it as their own failing to recognize and address these independent DAM system. In the absence of requirements. coordination or standardization across teams, PY • Demonstrate that building an operational one team may use it as a finished work library capability is a complete solution compared containing only final form PDFs while another to just implementing software – define uses it as the photo archive containing only the O operational design, the work it entails raw source images from photo shoots. They tag and highlight the ramifications if this work is C and organize assets differently, likely modeling it not sufficiently addressed. after their existing operations and of course put • Outline the DAM services model for no thought into what content would be useful establishing the right resources to execute and relevant to other teams. R operational design during system When poor or inappropriate adoption occurs, implementation projects and post-deployment garnering support for follow-on or next-phase O structuring and planning these projects and projects is often very difficult. Gaining support how a DAM services approach can grow for improvements to a system that is widely TH DAM more quickly and at less expense than a perceived to not work, while asking teams using series of phased IT projects. the system incorrectly to abandon their methods • Convey the imperative to garner support for and reform their practices present more operational design, including how to justify difficulty than implementing a DAM project U the perceived cost increase and schedule from scratch. Communicating these risks to extensions compared to just implementing a executive stakeholders is crucial to securing A system and more importantly securing support for operational design from the start and organizational support essential to promote to justify deployment to a narrower scope of and coordinate fundamental changes in how users than the whole user population. teams execute their work. DAM offers a range of potential gains, most commonly increased production efficiency and reduced operating costs, faster time to market WHAT CHARACTERISTICS and message synchronization, or to drive new DO UNSUCCESSFUL DAM media channels generating new revenue or to PROJECTS SHARE? expand offerings. Although these are distinctly DAM projects that fall short of objectives are different benefits all are realized by changes to almost universally characterized by insufficient business process fundamental to how content- or entirely absent operational design efforts. The producing groups conduct their operations. root of the issue is the crucial distinction How does DAM functionality lead toward between implementing a DAM system and achieving these gains then? changing how teams accomplish their work. DAM facilitates new, improved business The gains firms seek from DAM, such as processes. In many cases the new process is © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224 217
  • 5. Warwick Fragmented strategy - Misaligned objectives - Insufficient controls Difficult to find assets from... Difficult to use assets from... Inconsistent, incomplete, inaccurate Conflicting asset and tool specs metadata Inappropriate, irrelevant content Absence of logical relationships Improper asset construction and assembly Inconsistent versioning, bundling Wrong workflow stage, version, rendition Overwhelming search results No rights to use or unintended infringement Poor or inappropriate adoption results in... Reversion to ad-hoc workflows, abandoning DAM Maintain insular, informal local-team workflows within DAM Reluctance to catalog, submit, ingest - lack of confidence, perception of unfair burdens Limited cross-operational utility Unreliable visibility and reporting PY Poor ROI - Unintended evolution - Stalled initiatives Figure 1: Insufficient operational design. O C simply not possible without DAM capabilities, figure out these concerns and make it all work while in other situations DAM offers faster, less effectively. R error-prone methods than existing processes. A Most project leaders and executives recognize business process is the entire chain of activities that technology by itself does not create a O that must be executed to produce content solution, rather it is about how the systems are outputs. For a publisher it might be creating an implemented and used in practice. Despite TH issue of a magazine or updating a section of a understanding this principle when we look at website. For marketers it could be producing how firms actually approach DAM the projects and distributing materials for a campaign or that result are almost exclusively focused on product launch. A business process is much system implementation. The DAM project is the U more than just a workflow – it is everything DAM system implementation project. This that needs to happen, including all the inputs, article argues that DAM leaders must structure A activity and outputs needed to fulfill the purpose DAM projects to focus on designing how teams and function of the operation. In order to should execute their work by leveraging the realize benefits, such as reduced cycle time or capabilities of DAM with success measured by decreased production costs, the entire business improvements in business processes. process must ‘perform better’. Some of the issues are exposed as DAM Operational design includes all the elements project teams seek requirements that directly required to transition to new business processes. inform design of the system, such as the This includes implementing a DAM system but metadata model or inputs to trigger automation also the standards, policies, structured workflows through business rules. These aspects of and all the other aspects that affect content operational design will be exposed and satisfied; operations and the business processes employed. however, there are many other components of Unsuccessful projects do not sufficiently address operations that, when not considered in the many of these issues often because those driving design of the system and processes for using it, the project, executive sponsors, IT personnel create barriers to sound use and adoption. A the DAM project team are not aware of the simple example is supporting increased sharing issues and assume some other group will and collaboration between teams, such as print 218 © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224
  • 6. Why good DAMs go bad? and online. Despite the fact that DAM system This perspective into operations is typically not offers robust sharing capabilities, such as offered by any existing role - and why a role notifications and routings, review and approval with this accountability must be explicitly environments and soft proofing, these teams assigned and fulfilled. have not coordinated their sourcing practices Some of the operational design challenges and no cross-channel rights are secured so that that arise directly affect the apparent they cannot share the content. This one issue performance of the DAM system, whereas negates the benefits of all the other elements others do not affect the system directly but that support sharing and prohibits application of impact the ability to implement the business new business processes, and in practice presents process. When operational design is neglected, a frustrating experience that inhibits adoption. some of the issues will be exposed by the DAM Many aspects of operational design do not project team, however others may not be require complex solutions nor even difficult revealed until users try to adopt DAM-enabled trade-offs for content teams but just need to be operations. When teams belatedly recognize the properly understood, and agreement reached on need for operational design work that they do a coordinated way to work together. not have the time or resources to execute, they Projects that have not been structured to have a couple of choices, both of which involve include operational design work run into sacrifices and will fail to meet all prior PY trouble primarily because they simply do not expectations. How teams choose to respond has have the time and resources to investigate and a major impact on the future of the DAM determine appropriate solutions for the many initiative, and exemplifies the concept that if a O elements of a business process. Experience team skirts the issue now, then they will pay for leading numerous DAM projects, in addition to C it later. anecdotal information about other project The ideal solution is to secure additional outcomes, indicates that operational design work resources, expand the schedule and perform the often demands as much resource commitment as operational design work. As one might guess, R system implementation work. It is simply this this is rarely how firms respond as acquiring lack of planning and expectation setting that additional funds for a project is difficult and O forces DAM project teams to work around all DAM leaders are loathe to disappoint the issues they do not have resource to address. stakeholders they have just convinced to fund TH One should not put all the blame on the DAM and support the project. The scale of the project team however. In most cases it is the problem often is not clear either, with teams confluence of a number of factors, one of which thinking they only have a few aberrant, one-off is a lack of clarity about who is responsible for issues like a rights or workflow snag, and thus U operational design. It is attractive, especially for restructuring the project may seem excessive. IT teams, to seek to separate software Another response is to scale back the A implementation work from non-technical or deployment scope, such as less content, fewer business-side work. This distinction is valid, users and workflows to match the level of especially considering the different skill sets operational design work the team can needed to perform each, however the sufficiently complete. This involves less risk but relationships between technical functionality and requires greater upfront sacrifice. The principle how it’s integrated with processes is extremely here is that a firm should not deploy to intertwined and laden with dependencies. This operations that have not been properly studied means that the operational design work needs to and redesigned for DAM, meaning thoroughly be executed along with the system understanding teams’ content, users and implementation work – to the degree that it is workflows then coordinating them across essentially the same project. The root cause of multiple teams through policies, standards, insufficient operational design is the lack of structured workflows and so on. DAM teams accountability to ensure business processes are scale back the scope to the limits of what has achieved and that the gains sought are actually been properly evaluated and the level of agreed achieved. No one is responsible for making sure upon coordination between teams. The the project results in change that render value. drawback is simply that many of the expected © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224 219
  • 7. Warwick benefits would not be realized or will be WHAT IS OPERATIONAL DESIGN? insignificant because of the narrow volume of Figure 2 illustrates the major components of work being supported by DAM. Experience operational design. Some outcomes of this work developing DAM projects indicates that directly inform system design, such as the choosing a narrower deployment scope then metadata model. Other aspects of this work thoroughly evaluating and designing operations defines how users will properly use the system within that scope ensures that the system will as part of new business processes. While some perform well and carries the least risk of operational design work has no relation to the adoption failures. The challenge is convincing system it defines other aspects of operations that stakeholders to accept a narrower scope than if not evaluated and could bring the intended the previous expectations. In fact, sound business processes to a halt. The level of effort DAM project design reflects the notion that and timing of when to perform each activity scope of the deployment will be defined varies depending on the goals for DAM and but the scope of operational design regardless nature of the firms operations, such as DAM for of what scope the software implementation can marketing versus DAM for magazine publishing. support. All these activities and designs are highly The most common response, unfortunately, is interdependent and the sequencing of when to simply ignore the missing operational design teams tackle each is important to minimize PY work. This typically results from focusing only design reworks. Likewise, some issues, especially on the system implementation and escaping in the area of organizational alignment, require responsibility for business process changes and a significant amount of time to engage senior O whether overall gains will be realized. System- leaders and conduct cross-team negotiations and focused IT deployment teams often exhibit this C agreements. approach without realizing the extent of the A good deal of operational design work problem and ramifications. These IT teams comes down to achieving alignment and deploy to the target user base regardless of coordination between distinct content R whether their operations will actually be operations. Most DAM initiatives focus to improved by using the system and whether they increase access and collaboration across O are capable of transitioning to DAM-based operations as a primary goal and source of operations. The focus is on providing the new expected gains. Here many firms fall into a TH tool rather than on determining exactly how common misconception that DAM will be the to use the tool to execute the work. IT driving force behind creating these new teams often do not realize that users will interactions. In truth DAM systems simply experience some of the problems when actually support these exchanges, in which most U using the DAM system and which they perceive activities along the process chain occur outside as poor system performance. So, even if the DAM. Firms often carry an enormous A IT teams claim no responsibility for overall assumption that by designing the new creative business process improvement, there is still a and production workflows based on DAM all good deal of operational design required to the other issues of how organizations work ensure that the system is well received and together will naturally be resolved in that adopted. When users cannot find or cannot use process. The fact is that explicit study, the content they seek, they see it as a problem agreement and definition of the new business with the system because it is not giving them processes is the required approach and in the what they need. Ironically, end users, such as end saves a tremendous amount of cost and executives, IT and DAM teams, often get time. caught up in the misconception that DAM One important area of operational design software provides the solution. This perspective work is content analysis, described here in is both one of the reasons why operational greater detail as an example of the type of work design is overlooked in the first place and involved in operational design and the skills reinforces why users feel the system faulty when required. DAM teams must understand all in fact the implementation is sound and aspects of the content used and produced by the functioning perfectly. target user teams. Some info is required for 220 © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224
  • 8. Why good DAMs go bad? STANDARDS WORKFLOW RIGHTS • Asset specs & formats • Process integration & • Sourcing practices & controls • Desktop tool alignment organizational interactions • Cross-operational agreements • Asset construction & assembly • Peripheral process redesign • Clearance processes practices • Accelerate existing workflows, • Reuse planning & validation • Metadata: taxonomies, foster new exchanges vocabularies, UI pick lists • Process controls & safeguards • Vendor sourcing standards USER / ASSET SCOPE ORGANIZATIONAL ALIGNMENT CAPTURE & MIGRATION • Content discovery & analysis • Budget alignment, subsidies, • Legacy systems & file stores • Content ops relationship metrics, management insight • Variability Assessment & mapping & scoping • Multi-project management & normalization processes • Asset mix – volume, relevance, coordination • Migration & cataloging legacy vs. new • Cross-operational negotiations & processes & support • Visibility & access control accountabilities • Metadata accuracy, • Portfolio alignment • Strategic alignment & completeness & consistency commitments to organizational change Figure 2: Major components of operational design. PY software implementation such as sources of into the work of operational design hopefully O metadata, file specs and existing organizational highlights that it is a lot of work and results in a heirarchy. Then there are aspects of how users C significant amount of documentation – workflow categorize content and the relationships between diagrams, content analysis spreadsheets, sharing it and the different versions, renditions, strategy maps and a number of other materials derivatives and work products generated at each needed to communicate and track the findings R workflow stage. Capturing the relationships and solutions designed. between content is crucial and quite powerful if O it can be reflected in the system. For example, a WHY IS OPERATIONAL DESIGN magazine publisher will want all the assets NEGLECTED? TH associated to the story they were developed for. This work is often neglected due to a number Users can then search for stories and be of conspiring problems with the project presented with a collection of assets, perhaps structure and accountabilities, the resources organized by different stages of development conducting the work and the level of U such as, for images, raw source candidates, final organizational support for DAM. edited and press-ready. Understanding these Successful initiatives require clarity on what A relationships also provides inputs to support team is responsible for working out all the non- batch tagging processes and for developing the technical, business-oriented considerations. asset migration process. System implementation teams (often IT) assume In practice DAM staff must actually look at that the end-user teams remain responsible for the content in each location, categorize it, define changing their processes to leverage the DAM each category’s attributes, map each group to the system, while in many cases no one is points in the workflows where it is created and responsible to ensure that different end-user used, and map each category in terms of teams can share assets and collaborate among usefulness for other teams as part of the asset themselves effectively. Technical and IT people sharing and distribution strategy. The skills and are often resistant to what they may perceive as experience required is less about enterprise system mixing up implementation work with business implementation and more reliant on a sufficient issues specifically how end-user teams choose to understanding of magazine editorial and structure their operations. production practices along with the ability to Figure 3 depicts a common scenario where conduct detailed analysis along the lines of a project teams are decommissioned after the business analyst at a consulting firm. This glimpse system is deployed. This leaves no one focused © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224 221
  • 9. Warwick on DAM operations, especially coordination Project Ongoing between teams. Typically each user team Projected manages their own adoption and operational gains design, to varying degrees of success given that Staffed Gains DAM maintained these teams rarely have resources available not project or decline to mention the right skill set. However, the Project larger problem is that no personnel are team Isolated, fragmented positioned to develop solutions across multiple disbanded management teams, with accountability for ensuring cross- 6 mos. Year 1 Year 2 Year 3 $ team benefits and that they consistently adopt the new business processes defined. The graphic Figure 3: Scenario where project teams are shows that a certain level of gains are achieved decommissioned after the system is deployed. based on the scope of operations supported in the initial deployment. This assumes that operational design was sufficiently addressed, but is based on massive assumption that the content- only for those operations in the initial rollout producing teams will properly manage and scope. Nearly all ROI models and business cases expand their use of DAM. Feedback from assume increased benefits over time as the countless DAM initiatives rolled out and PY systems are applied to more aspects of operations managed in this way reports that management and to a greater depth of capability. Expanding of the system becomes fragmented and DAM to support more of the firm’s operations, insufficient. Expanding the scope of DAM O meaning more users, content, workflows, requires additional operational design work. practices and controls, obviously requires C Even just maintaining DAM as organizations additional operational design work and resources and operations naturally change requires available to perform it. In the absence of dedicated resources that hold accountability for personnel at the right organizational and overall results and are positioned in the R political position to oversee multiple teams’ organization to operate independently of any of operations, expansion of DAM does not occur the user teams. The ability to design and change O and therefore the growth of gains projected in processes, often leveraging the functionality of the business plan are never realized. In fact the DAM system, must become an ongoing TH gains achieved during initial roll out often operational capability. become diminished without such ongoing DAM Another factor that leads to project challenges management as a result of changes implemented is insufficient support from the leadership from by teams independently from insular teams being asked to change how they conduct U requirements. This leads to inconsistent metadata their work. Firms often dive into a DAM fouling the database or new practices that conflict project without really understanding, nor A across teams and actually create new barriers both securing agreement on the level of of which can squelch some of the original gains. organizational and operational change required DAM projects, in association to a system to achieve target gains. Demanding significant implementation focus, are often approached as changes to the way groups operate involves efforts that will be executed by a team executive-level decisions, many of which affect temporarily assigned to the project until it is groups’ autonomy and often create new completed. This view aligns with an IT-driven accountabilities and dependencies across approach in which the IT team builds the previously independent teams. Clearly the system on behalf of content-producing teams. benefits of greater coordination and Figure 3 demonstrates the concept that when collaboration across content-producing teams projects are finished and teams decommissioned justify these changes; however, there are indeed the projected increases in benefits cease or limits on how quickly and dramatically teams actually decline. The business case usually relies can change, especially for groups that work in a on a multi-year roadmap based on assumptions deadline-driven environment. When these that the scope of users, content and workflows groups are unprepared for the need to make will continue to increase after deployment. This dramatic operational changes and achieve 222 © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224
  • 10. Why good DAMs go bad? agreement on the processes, policies, controls, an issue of user error and poor training. The standards and rules between teams, DAM teams question is what to train the users to do? run into significant resistance. System Training users on the features and functions of implementation teams often argue that user the software does not address the problem. groups should determine how they want to Rather what is required is a clear understanding work together before DAM is implemented. of how personnel in content operations This is rarely the situation and, in the absence accomplish their work in a DAM-enabled of anyone else working on it, the responsibility environment, with much of the work involved falls on the DAM project if gains are to be occurring outside the DAM system. Operational achieved. design defines the what, where and how of new One team uses the system as a library of business processes that forms the basis of what source images, such as files from photo shoot, personnel must be trained to do. whereas another team uses the system as a historical archive of finished projects, such as WHAT ARE DAM SERVICES? final form PDFs of publications or marketing DAM services represents a model for ongoing pieces. This is an example of unintended DAM management and growth (Figure 4). The adoption resulting from the absence of cross- director position represents a full-time role, team design, often the result of the DAM while the other activities listed are job functions PY implementation teams leaving all the operational that may be performed by various resources design for end-user teams to figure out their scattered among the user teams and from other own. departments. For example, workflow design O Implementing DAM involves much more requires intimate knowledge of a team’s than implementing a DAM system. Most C processes and must be performed by staff from managers and executives realize that operations those teams, while developing sourcing standards must change to realize benefits. However the and policies requires thorough understanding of projects are IT teams must be convinced that the licensing contracts and the explicit approval R neglecting this work will have an effect on the requires work with the legal department. perceived performance of the system. A Many firms, even those with large DAM O straightforward way to explain it is to ask how implementations, maintain only one dedicated the project team will train the users – will the staff member for DAM (the director position) TH trainers be able to teach users what content to but have achieved the organizational support post, how to tag it, how to find it, when to needed to engage and leverage resources from perform these actions, what policies and other teams. The job functions listed are standards must be adhered to? The system may oriented toward post-implementation U function beautifully, but if people use it the management however they map fairly well to wrong way, it will appear not to function the activities performed in operational design in A properly, such as the inability to find useful Figure 2. content, the inability to use what is found and The ideal scenario for building an operational perceptions of the system requiring more work capability from the start creates a DAM services to use rather than saving time. System group, run by a DAM director, with oversight implementation does indeed comprise a of resources to conduct both operational design significant portion of the overall effort for a and system implementation. The initial DAM DAM project that includes a new system; project is executed as a component of building however, the project must be approached as a out an operational capability delivered through business process improvement initiative where DAM services. After the system is deployed, system implementation is one of the major many of the system-implementation resources components. can leave but expansion involves more Issues such as capturing the wrong content, operational design work from DAM services. poor tagging, absent rights, unclear policies, Compare this to a typical phased roadmap mismatched standards and so on are all where each phase is a full IT project, with experienced as ‘I can’t find it or I can’t use it’. major costs and major hurdles to overcome to To many implementation-focused personnel it is secure management attention and funding – © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224 223
  • 11. Warwick Director, DAM Operations Library Services Strategy & Standards & DAM Systems Management Governance Practices Management Taxonomy & Content operations Asset standards User management & metadata analysis support Desktop apps & Content promotion & Strategy alignment production tools IT Infrastructure portfolio aggregation Licensing, Workflow design & Core systems, DB & Capture, migration & clearance & rights integration web services cataloging support management Construction, Enterprise integration Enterprise libraries Business rules, assembly & management policies & controls bundling Portals, UI & delivery Figure 4: A model for ongoing DAM management and growth. PY often resulting in delays between phases. A services should prove useful tools for DAM DAM services group can grow DAM for a program leaders to secure support for them. fraction of the costs involved in phased, It is never too late to tackle operational design O IT-driven project roadmaps. or start up a DAM services group, and any The arguments in this article for focusing C firm’s DAM efforts will greatly benefit from on operational design and building DAM them. R O TH U A 224 © 2010 Macmillan Publishers Ltd. 1743–6540 Journal of Digital Asset Management Vol. 6, 4, 216–224