Controlling Content Migrations
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The document discusses strategies for controlling content migrations. It recommends planning migrations early within the broader project context. A hybrid approach between "nuclear" and "forklift" options is usually best. An inventory of existing content should be used to understand what needs to be migrated and apply rules rather than case-by-case reviews. Quality should be viewed on a grayscale rather than binary scale. Efforts should focus on reducing the volume of content migrated and minimizing the distance between old and new systems or formats.
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Controlling Content Migrations
- 1. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Controlling Content Migrations @jdavidhobbs #CSDC
- 2. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Controlling Content Migrations @jdavidhobbs #CSDC Introductions
- 3. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Controlling Content Migrations @jdavidhobbs #CSDC
- 5. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Early strategy for higher impact across the entire digital presence 5
- 6. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Key points 6 • Migration planning fits within broader project • Think beyond nuclear and forklift options • Understand what you have • Use rules rather than case-by-case examination • View quality in grayscale • Reduce heft • Minimize distance
- 7. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 7 But first… this is interesting Boring (and less effective) Interesting (and more effective) Cutting and pasting • Searching for patterns • Improving your content One-time exercise • Setting up your long term program Unending • Develop tracking metrics Unimportant • Critical to success http://bit.ly/cm-interest
- 8. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Migration fits within broader project And early involvement is key 8
- 9. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 9 Stage is set for migration success early & within the broader project • Defining project concept • Gathering the right team • Defining a strong project plan • Architecting for long term success • Waiting until migration time is way too late http://bit.ly/hobbs-migration-checklist
- 10. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 10 Streamlined changes are those that the system (writ large) is optimized to do (hopefully strong content publishing for example) Routine work program makes tweaks to these systems One-offs break outside the normal process Redesigns make more substantial changes to what is already in place http://bit.ly/hobbs-4-types
- 11. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 11 Streamlined • Is something that should be fast • Is something that is fast • Clear standards (including whether to streamline one at all) • Optimized for quality Routine work program • Working on the machinery itself • Only the next phase is planned • The schedule for the next phase is clear http://websiteproductmanagement.com
- 12. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 12 Streamlined • Is something that should be fast • Is something that is fast • Clear standards (including whether to streamline one at all) • Optimized for quality Routine work program • Working on the machinery itself • Only the next phase is planned • The schedule for the next phase is clear The goal is often to optimize something http://websiteproductmanagement.com
- 13. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 13http://websiteproductmanagement.com
- 14. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 14http://bit.ly/hobbs-early-report
- 15. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 15http://bit.ly/hobbs-early-report
- 16. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 16http://bit.ly/hobbs-early-report
- 17. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Think beyond nuclear and forklift options A hybrid approach is often best 17
- 18. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 18http://bit.ly/hobbs-forklift-nuclear
- 19. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 19http://bit.ly/hobbs-forklift-nuclear
- 20. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 20 Middle ground of disruption usually best http://bit.ly/hobbs-forklift-nuclear
- 21. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 21http://bit.ly/hobbs-forklift-nuclear
- 22. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Understand what you have 22
- 23. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 23 An inventory is an exploration http://bit.ly/rethinkinventory
- 24. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 24 An inventory for migration is for making decisions http://bit.ly/rethink-ci Lots of different types of information can be useful: • Dates (like last update) • Usage (like Google Analytics) • Technical information (like usage of headers) • Ownership • File and content types • Aggregated information (like section size)
- 25. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Ideally an inventory is interactive 25http://bit.ly/hobbs-dynamic-inventory
- 26. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Inventories are not mind-numbing • Consider multiple sources of data • Slice and dice the inventory • For large digital presences, consider site inventories as well • Topic inventories • Image aspect ratios • Quality of the inventory • Sources of data 26http://bit.ly/rethink-ci
- 27. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Use rules vs. case-by- case review 27
- 28. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 28 Case by case or rules? Case by case Rules Slow Fast Difficult to get buy-in / the loudest or group with most resources wins Get agreement first and then everyone does work separately Minimal bearing re: post-launch treatment of content Could be applied on ongoing basis Could have very different results across a large site Could be much more consistent More difficult / impossible to chunk work Possible to find patterns to speed up and break down work (potentially for better automation) Difficult to explain to visitors consistently Opportunities to better explain to visitors http://bit.ly/panning
- 29. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 29http://bit.ly/hobbs-exploding
- 30. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 30http://bit.ly/hobbs-exploding
- 31. #CSDC @jdavidhobbs https://davidhobbsconsulting.com View quality in grayscale 31
- 32. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 32 You are in control http://bit.ly/hobbs-control-knobs
- 33. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 33 Some components of quality http://bit.ly/hobbs-quality-and-migration • How structured the content is • Whether assets that make up a piece of content are each managed or if for example it's all just handcoded in HTML (which is highly related to the above, but different) • Editorial quality that only people can really ascertain like voice • Whether the content effectively applies a taxonomy • More mechanical writing quality like spelling and grammer • Visual design quality like spacing • How actionable the content is (how sharable it is) • How scannable the content is • How reflowable the content is (for example for differently-sized displays) • How well the content integrates with other relevant systems (for example passing effective data to site analytics) • How consistent the content is across the repository
- 34. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 34http://bit.ly/contenthandling
- 35. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 35http://bit.ly/contenthandling
- 40. #CSDC @jdavidhobbs https://davidhobbsconsulting.com Minimize distance 40
- 41. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 41http://bit.ly/contenthandling
- 43. #CSDC @jdavidhobbs https://davidhobbsconsulting.com 43 Thanks!• Rapid Assessments • Estimation workshops • Executive decision- making workshops • Migration plans • Rollout plans • Implementation strategy • RFP and vendor selection
Editor's Notes
- Excited to be starting soon | cover.jpg
- Starting with around-the-room introductions, a la @hilarymarsh last month | intros.jpg
- Starting the presentation “Controlling Content Migrations”
- We’ll be covering migration in the broader project, thinking beyond nuclear and forklift, and more | key-points.jpg
- First off, migrations are interesting! http://bit.ly/cm-interest | interesting.jpg
- Key point one: Migration fits within the broader project
- Set the stage for migration success early http://bit.ly/hobbs-migration-checklist
- There are four types of digital change http://bit.ly/hobbs-4-types | redesign-quadrant.gif
- Differentiate between currently-streamlined items from those in routine work program
- One of the goals of a routine work program: optimize things to be streamlined
- Many factors go into defining the routine work program http://websiteproductmanagement.com | work-program.jpg
- Most orgs skip strategy and jump to implementors http://bit.ly/hobbs-early-report | skip.jpg
- Early strategy is essential http://bit.ly/hobbs-early-report | early.jpg
- Of course big change and smaller changes overlap http://bit.ly/hobbs-early-report | cadence.jpg
- Key point 2: Think beyond nuclear and forklift options
- Forklifting can treat content like alien beings http://bit.ly/hobbs-forklift-nuclear | alien.jpg
- Starting from scratch isn’t ideal either http://bit.ly/hobbs-forklift-nuclear | blow-up.jpg
- A middle ground between nuclear and forklift is usually best http://bit.ly/hobbs-forklift-nuclear | middle.jpg
- Look at many factors when searching for a more subtle approach http://bit.ly/hobbs-forklift-nuclear | disposition-options.jpg
- Key point 3: understand what you have
- An inventory is an exploration http://bit.ly/rethinkinventory | explore.jpg
- An inventory for migration is for making decisions http://bit.ly/rethink-ci
- Make inventories dynamic http://bit.ly/hobbs-dynamic-inventory | drill-down.gif
- Inventories are not mind-numbing http://bit.ly/rethink-ci
- Key point 4: use rules vs. case-by-case review
- Use rules to determine disposition http://bit.ly/panning | rules.jpg
- Some rules for content disposition may be hierarchical http://bit.ly/hobbs-exploding
- You can also define rules for content that could still be improved http://bit.ly/hobbs-exploding
- Key point 5: View quality in grayscale
- You have three control knobs in planning your migration http://bit.ly/hobbs-control-knobs | control-knobs.jpg
- There are many dimensions of quality http://bit.ly/hobbs-quality-and-migration
- Estimate the effort it takes to achieve quality http://bit.ly/contenthandling | content-handling.jpg
- My presentation to this group 4 years ago was on planning content handling http://bit.ly/contenthandling
- Key point 6: Reduce heft
- Heft is both raw size and complexity | blowfish.jpg
- It usually takes more effort to move more heft | push.jpg
- Pie charts of what will be dropped are an effective way of communicating | pie.jpg
- Key point 7: Minimize distance
- Take the self-evaluation of distance and heft / complexity http://bit.ly/s-eval | self-eval.jpg
- You don’t necessarily want to throw in everything and kitchen sink | platform.jpg
- Thanks! Now ready for questions. https://davidhobbsconsulting.com | thanks.jpg