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Gilbane Website Migration Workshop

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This is the first part of the Gilbane 2012 Website Migration Workshop that concentrates on the strategy and planning. Dean Barker delivered the second half that deals with the nuts and bolts of migrating content: http://www.slideshare.net/blendinteractive/content-migrations-getting-from-a-to-b .

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Gilbane Website Migration Workshop

  1. 1. Website Migration Workshop Part 1: PlanningGilbane Boston 2012 @jdavidhobbs
  2. 2. Quick poll• Where are you in the migration process? 1) Considering it? 2) Planning? 3) Migrating now? 4) Getting over one?• How many of you have done a migration in the past? If so, did it go as planned?• Are you part of an internal web team?• Are 1) you yourself migrating content or 2) planning or overseeing that?@jdavidhobbs http://hobbsontech.com 2
  3. 3. My primary goalWays to avoid surprises and train wrecks @jdavidhobbs http://hobbsontech.com 3
  4. 4. Migrations are interesting! Boring Interesting Cutting and pasting - Searching for patterns - Improving your content One-time exercise - Setting up a long term program Unending - Develop tracking metrics Unimportant - Critical to success Ramming in content - Exposing (non-migration) problems http://bit.ly/cm-interest@jdavidhobbs http://hobbsontech.com 4
  5. 5. What is a website migration?The transfer of content, sites/sections,functionality, team, templates, informationarchitecture, and relationships from oneplatform to another – Website MigrationHandbook v2@jdavidhobbs http://hobbsontech.com 5
  6. 6. What is a website migration?The transfer of content, sites/sections,functionality, team, templates, informationarchitecture, and relationships from oneplatform to another – Website MigrationHandbook v2 Not just content!@jdavidhobbs http://hobbsontech.com 6
  7. 7. What is a website migration?The transfer of content, sites/sections,functionality, team, templates, information Everyarchitecture, and relationships from oneplatform to another – Website Migration migrationHandbook v2 is different!@jdavidhobbs http://hobbsontech.com 7
  8. 8. You are moving a weight@jdavidhobbs http://hobbsontech.com 8
  9. 9. You are moving a weight across a distance@jdavidhobbs http://hobbsontech.com 9
  10. 10. You are moving less distance is preferable@jdavidhobbs http://hobbsontech.com 10
  11. 11. You are moving less weight is preferable@jdavidhobbs http://hobbsontech.com 11
  12. 12. You should control both@jdavidhobbs http://hobbsontech.com 12
  13. 13. Where are you?Answer 10 questions to gauge where youare and where you are going: http://bit.ly/s-eval@jdavidhobbs http://hobbsontech.com 13
  14. 14. Compelling Vision Most stakeholders say it’s compelling Not just for small group Understandable by all Substantial improvement Can help prioritize Justifies migration Short Achievable Widely communicated@jdavidhobbs http://hobbsontech.com 14
  15. 15. Planning Process@jdavidhobbs http://hobbsontech.com 15
  16. 16. What can and cannot be automated http://bit.ly/migauto@jdavidhobbs http://hobbsontech.com 16
  17. 17. Don’t just consider the movement of content –there are important steps before and after@jdavidhobbs http://hobbsontech.com 17
  18. 18. Use a consistent approachto batch content http://bit.ly/panning
  19. 19. Except for smallsites, don’t do all steps for each content item
  20. 20. Content Handling Process http://bit.ly/contenthandling@jdavidhobbs http://hobbsontech.com 20
  21. 21. Computing Manual EffortManual Effort for Bucket = Content Count x (Sort Effort + Place Effort + Edit Effort + Move / Transform Effort + Enhance Effort + QA Effort)@jdavidhobbs http://hobbsontech.com 21
  22. 22. @jdavidhobbs http://hobbsontech.com 22
  23. 23. What is a website migration?The transfer of content, sites/sections,functionality, team, templates, informationarchitecture, and relationships from oneplatform to another – Website MigrationHandbook v2 Many / most should be inventoried@jdavidhobbs http://hobbsontech.com 23
  24. 24. What is a website migration?The transfer of content, sites/sections,functionality, team, templates, informationarchitecture, and relationships from oneplatform to another – Website MigrationHandbook v2 Pay particular attention to content@jdavidhobbs http://hobbsontech.com 24
  25. 25. Rethinking the Content Inventory1. Exploration2. Sources of Data3. Site Inventories4. Layers of Content5. Topic Inventories6. Quality http://bit.ly/rethink-ci@jdavidhobbs http://hobbsontech.com 25
  26. 26. Why control your weight 1) Migration is a perfect opportunity to better focus your site and improve quality by dropping content 2) It’s an opportunity to talk about your content in general 3) Less weight is easier to migrate@jdavidhobbs http://hobbsontech.com 26
  27. 27. Rules-based culling example DefineInventory Confirm Implement Rules@jdavidhobbs hobbsontech.com 27
  28. 28. Rules-based culling example DefineInventory Confirm Implement Rules Example rules: • If business focus is high, then edit • If less than six page views in the last month, then drop • If the page is in version 2, then move as-is • If the page is in version 1 and more than 100 page views in the last month, then as-is • Otherwise, drop@jdavidhobbs hobbsontech.com 28
  29. 29. Rules-based culling example DefineInventory Confirm Implement Rules Also see case study@jdavidhobbs hobbsontech.com 29
  30. 30. Distance is from where you areIf you already have a base station on themoon, then moving to the next crater mightbe easy.If you live in a cardboard box, then movinginto an apartment down the street may bedifficult.@jdavidhobbs http://hobbsontech.com 30
  31. 31. One aspect of distance@jdavidhobbs http://hobbsontech.com 31
  32. 32. Controlling Distance• Phase• Modify depth of support• Eliminate functionality entirely• Concentrate on highest bang for the buck@jdavidhobbs http://hobbsontech.com 32
  33. 33. Also control quality@jdavidhobbs http://hobbsontech.com 33
  34. 34. One of the most important controls you have at your disposal is quality level, and it isn’t just a simple yes / no toggle switch@jdavidhobbs http://hobbsontech.com 34
  35. 35. Some quality level questions• What elements that currently are unmanaged will be managed?• How will links within the content be handled? How will redirects happen?• In general, what HTML transformation needs to occur?• How accurate does placement and tagging need to be?• What backend structure should be in place? What default values will be used?@jdavidhobbs http://hobbsontech.com 35
  36. 36. Important quality tidbits• Even if you go with the incumbent team / tool capabilities, you should ask yourself what level of quality you expect.• Talking about quality early avoids expectation surprises when it’s too late.• When reviewing quality expectations, consider who is responsible for attaining that quality level and also who will test that this is done.@jdavidhobbs http://hobbsontech.com 36
  37. 37. Summary1. Set your vision2. Inventory3. Control quality, weight and distance4. Estimate5. Iterate@jdavidhobbs http://hobbsontech.com 37
  38. 38. Thanks! Use discount code ‘boston’ for $25 off v2 handbook@jdavidhobbs http://hobbsontech.com 38

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