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Content Discovery
KEVI N P NICHOLS , DIRECTOR AND GLOBAL LEAD OF CONTENT STRATEGY @
SAPIENTNITRO

          © 2011 SapientNitro | a division of Sapient Corporation
© 2011 SapientNitro | a division of Sapient Corporation             1
Today‘s Agenda

1.                Introduction
2.                What is Content
3.                Define Content Strategy
4.                Discovery Phase
5.                Content Inventory
6.                Content Audit
7.                Content Audit Report
8.                Questions and Feedback




     © 2011 SapientNitro | a division of Sapient Corporation   2
1. Introduction




 © 2011 SapientNitro | a division of Sapient Corporation   3
About Kevin

                                                            1.   Heads up Content Strategy for
                                                                 SapientNitro – Director and Global
                                                                 Lead, Content Strategy,
                                                                 SapientNitro

                                                            2.   18 Years in digital and interactive
                                                            3.
                                                                 Has rolled-out content solutions for
                                                                 dozens of fortune 100 companies




  © 2011 SapientNitro | a division of Sapient Corporation                                               4
About SapientNitro




   © 2011 SapientNitro | a division of Sapient Corporation   5
2. What is content?




 © 2011 SapientNitro | a division of Sapient Corporation   6
What is Content?




  Content always communicates but not all communication is
  content.
  Source: http://americanhistory.si.edu/cobol/COBOL002-800.jpg

   © 2011 SapientNitro | a division of Sapient Corporation       7
What is Content?




      Content is the communication recorded on some type of physical asset.


  Image Source: http://dese.mo.gov/moheritage/images/WeShallOvercome/WeShallOvercome87.jpg

   © 2011 SapientNitro | a division of Sapient Corporation                                   8
What is Content?




                                                             &

                Content has a creator and a consumer.

  1st Image Source: http://www.nist.gov/public_affairs/releases/images/marden_seac_LR.jpg
  2nd Image Source Image Source: http://www.americaslibrary.gov/assets/jb/modern/jb_modern_tvkid_1_m.jpg
   © 2011 SapientNitro | a division of Sapient Corporation                                                 9
What is Content?




 Content is recorded as a physical asset that communicates an idea
 and can theoretically be seen, heard or viewed for future use.

  Image Source: http://sirismm.si.edu/siahistory/imagedb/2002-10638.jpg

   © 2011 SapientNitro | a division of Sapient Corporation                10
Bringing it home….




  In the digital world, content is an experience created by
  someone and recorded and stored electronically, either to be
  shared or not shared with others.

  Image Source: http://www.nasa.gov/centers/ames/multimedia/images/2010/iotw/reeves.html

   © 2011 SapientNitro | a division of Sapient Corporation                                 11
Attributes of Content


It’s a brand AND business
 asset with tangible and
 measurable ROI.




   © 2011 SapientNitro | a division of Sapient Corporation   12
Attributes of Content


It’s the ‗life-force‘ of a brand
 AND all content IS brand
 content.                                                                 Customer




                                                                           Trust
                                                                            with
                                                                           Brand

                                                              Product                Content
                                                             Or Service




   © 2011 SapientNitro | a division of Sapient Corporation                                     13
Attributes of Content


It’s an investment; without
 content, brands don‘t make
 money. Period.




   © 2011 SapientNitro | a division of Sapient Corporation   14
Attributes of Content


 Content = Success




   © 2011 SapientNitro | a division of Sapient Corporation   15
2. Content Strategy at
    SapientNitro




 © 2011 SapientNitro | a division of Sapient Corporation   16
Content Strategy @ SapientNitro


Content Strategy Defined:
Getting the Right Content to
 the Right User at the Right
 Time.



   © 2011 SapientNitro | a division of Sapient Corporation   17
Content Strategy @ SapientNitro


Getting the Right Content to
 the Right User at the Right
 Time.
   Content Experience                                        Content Delivery   Content Governance




   © 2011 SapientNitro | a division of Sapient Corporation                                           18
Content Strategy @ SapientNitro
Content Experience




Defines the overall experience for the end-user, such
  as:
 What content is on a Website or a mobile site?
 What content is required to support a customer call
  center?
 What content is on a product‘s package?

Answers the question:
 What content do we need to create a quality,
  meaningful and relevant experience?
    © 2011 SapientNitro | a division of Sapient Corporation   19
Content Strategy @ SapientNitro
 Content Delivery

We‘ve pioneered a proven approach to a closed-loop content strategy that provides a flexible framework for achieving content success. Building from this
approach, which incorporates industry best practices, we have tailored a process to fit the unique needs, goals, and focus areas for any type of project involving
content..

                                                                                                    • Audit content
                                                                                                    • Conduct stakeholder interviews/surveys
                                                                                                    • Analyze and validate content ecosystem (sites,
                                                                                                      channels, social, partners)
• Deploy content and                                                        STEP 1:                 • Analyze competitors’ content experience
  application changes                                                       ASSESS
• Use analytics to determine
  areas of success and failure
• Plan periodic audits                                                                                                  •   Set objectives
• Adhere to editorial calendar                                                                                          •   Define measurement plan
                                                                                                                        •   Determine accountability
                                                 STEP 5:                                              STEP 2:           •   Create content recommendations
                                               MAINTAIN &                                                               •   Define governance strategy
                                                OPTIMIZE                                               PLAN
                                                                         DEFINE
                                                                    GOVERNANCE MODEL


            • Create assets and copy                                                                         •   Plan experience and content
            • Input into CMS                                                                                 •   Define new workflows
            • Review and test                                                                                •   Prepare staffing recommendations
            • Implement governance                                STEP 4:                 STEP 3:            •   Prepare metadata strategy
              model and workflows                                 CREATE                  DESIGN             •   Develop taxonomies
            • Finalize editorial calendar                                                                    •   Develop editorial guidelines
                                                                                                             •   Design content model
                                                                                                             •   Develop content production/migration plan
                                                                                                             •   Draft editorial calendar
        © 2011 SapientNitro | a division of Sapient Corporation                                                                                                20
Content Strategy @ SapientNitro
Content Governance



Answers the following question:
 What are the operational processes and
  mechanisms required to ensure continued success?

Defines a model to support, maintain and evolve the
content ecosystem.

Governs:
 Content experience, it‘s delivery and the tools,
  processes, and systems to support it.
   © 2011 SapientNitro | a division of Sapient Corporation   21
CS @ SapientNitro

      Discover/Define                                                    Design                              Implementation
Content Assessment                                            Content Model                           Migration Plan
•   Content Inventory                                                                                 •   Content Entry
•   Competitive Assessment                                    Content Matrix                          •   Resource Planning
•   Content Audit
                                                              Content Inputs into IA                  Content Production Plan
Content Strategy POV – Future State
Recommendations (the ‗strategy‘ in                            Content Lifecycle Workflows             Content Lifecycle and Tool roll-out
content strategy)
•    Requirements                                             Metadata & XML Definition
•    Recommendations
•    Conceptual content model                                 Taxonomy
•    Translation & Localization
•    Metadata & Tagging                                       Metrics Definition to Measure Success
•    Maintenance
                                                              Schema-Component-Template Map

                                                              Governance Model

                                                              Editorial Calendar

                                                              Editorial Guide/Content Style Guide
                                                              •    Voice & Tone Definition
                                                              •    Usage Guidelines
                                                              •    Authoring Guidelines
                                                              •    Writing for SEO

                                                              Copy Deck Template



    © 2011 SapientNitro | a division of Sapient Corporation                                                                                 22
4. Discovery Phase




 © 2011 SapientNitro | a division of Sapient Corporation   23
Discovery Phase

     Discover/Define                                                    Design                      Implementation
Content Assessment                                           CMS Content Model               Migration Plan
•  Content Inventory                                                                         •   Content Entry
•  Competitive Assessment                                    Content Matrix                  •   Resource Planning
•  Content Audit
                                                             Content inputs into IA          Content Production Plan
Content Strategy POV – Future State
Recommendations (the ‘strategy’ in                           CMS Workflows
content strategy)
•   Requirements                                             Taxonomy
•   Recommendations
•   Conceptual content model                                 Schema-Component-Template Map
•   Translation & Localization
•   Metadata & Tagging                                       Governance Model
•   Maintenance                                              •   Editorial workflows
                                                             •   Processes
                                                             •   Staffing plan
                                                             •   Business Org Structure

                                                             Editorial Calendar

                                                             Editorial Guide
                                                             •    Voice & Tone Definition
                                                             •    Usage Guidelines
                                                             •    Authoring Guidelines
                                                             •    Writing for SEO

                                                             Copy Deck Template



   © 2011 SapientNitro | a division of Sapient Corporation                                                             24
Discovery Phase - Purpose

Understand the current-state content ecosystem to
 frame the future-state ecosystem:

      For content experience;
      For content delivery; and,
      For content governance.

Recommend a high-level future-state model.

Goal: Gain enough understanding of content
    eco-system to kick-off design phase.
   © 2011 SapientNitro | a division of Sapient Corporation   25
Discovery Phase – Role in Content Strategy

Arguably the MOST important phase in content
 strategy work because it frames what is necessary to
 define the future state solution.

Is the time and opportunity for you to get to know the
  content ecosystem. Without this understanding your
  solution will have holes / issues.

To cut corners in this phase is not only risky, it‘s
 irresponsible.


   © 2011 SapientNitro | a division of Sapient Corporation   26
Discovery Phase – Deliverables

Current-state assessment of content ecosystem:
 Content Inventory – quantitative assessment of content and its properties.
 Content Audit – qualitative assessment of content ecosystem (should not
  just include the content itself). Requires analysis of content AND how its
  lifecycle, including the input from stakeholders (stakeholder interviews).

Audit Report with findings, gaps and issues analysis and future-state
  recommendations:
 Audit Findings;
 Future-state recommendations (tie these to issues uncovered); and,
 High-level roadmap for future-state.




   © 2011 SapientNitro | a division of Sapient Corporation                     27
Discovery Phase – Going into Discovery; Inputs

 Know the project parameters – why are you doing it? These should come
  from a project brief or SOW.
 If you don‘t have a project brief and need to uncover this information,
  review SOW and ensure alignment with project stakeholder / owner.
 If no SOW exists, ensure alignment on the project with key stakeholders at
  a high-level: answer questions such as why we are doing this and what is
  the high-level scope (just a website? Mobile? All digital properties, etc..)?
 Come up with a preliminary team that represents the various stakeholders
  at play—include technology, marketing, communications, SEO, analytics,
  business leads, etc..
 Know who controls the budget and the project‘s primary stakeholders,
  understand each of their unique drivers to justify difficult or politically-
  charged decisions against these drives.




   © 2011 SapientNitro | a division of Sapient Corporation                        28
Discovery Phase – Going into Discovery; Inputs

 Request the following deliverables, although many maybe unavailable.

 Authoring standards                                                        Creative or content briefs
                                                                            Editorial schedules or calendars with campaigns, new
 Authoring templates or copy decks                                          product introductions, or any significant milestones
                                                                            within the content production process
 Branding guides                                                            Market rollout matrixes
 CMS design documents, such as content models                               Marketing and business objectives
                                                                            Metrics used to measure content or operational efficiency
 CMS/DMS or asset management system documentation
                                                                            of publishing or data management
 Competitive analysis                                                       Publication plans
 Content inventories and audits                                             Publication processes and rules
 Content lifecycle diagrams and/or processes with actors                    SEO strategy
 Content matrixes                                                           Taxonomy and metadata standards or schemas
 Content or copy style guides                                               Technological standards or constraints
 Content strategy point of view                                             Users or audience segments and personas

 Source: Taken from Kevin P Nichols’ forthcoming: Enterprise Content Strategy (ECS): The Practitioner‘s Guide.




        © 2011 SapientNitro | a division of Sapient Corporation                                                                 29
Discovery Phase – Outputs

 A snapshot of the volume, accuracy, relevance, quality, timeliness,
  usability, and find-ability of content.
 Content lifecycle/production workflows of current-state.
 Issues, gaps, and redundancies with the content itself and content
  lifecycle processes.
 Systems and integration points.
 Understanding of how competitors treat content and content
  organization.
 Consumers or users who interact with the content.
 Business logic or rules for content intelligence.
 Content organization, including taxonomies and metadata schemas.




   © 2011 SapientNitro | a division of Sapient Corporation              30
5. Content Inventory




 © 2011 SapientNitro | a division of Sapient Corporation   31
Discovery Phase – Content Inventory

Purpose
 Documents the volume of current state content ecosystem in terms of
  type, volume and scope.
 Is critical to understand the content landscape.
 Is critical for any type of content migration.
 Requires manual AND system approach.
                                                             –

Goal
 Gain understanding of all the types of content represented in the current
  state, including any relevant properties about that content.
 Define and identify any gaps, issues or pain-points associated with the
  content (requires understanding competitive and/or best in class digital
  sites).



   © 2011 SapientNitro | a division of Sapient Corporation                    32
Discovery Phase – Content Inventory – How to do it?

 Start with a template that captures the information you need—use Excel.
 Know why are you doing this work:
            Is it a new Website?
            A new mobile site?
            How many digital properties must you survey?
            Why are you doing this project?


 Define the level of detail required – which information must you capture?
 If you don‘t know, start with the first two levels of information. On a
  Website, this would be first two levels in navigation.
 If a Web or mobile is being surveyed, use for a sitemap as starting point if
  available.




   © 2011 SapientNitro | a division of Sapient Corporation                       33
Discovery Phase – Content Inventory – How to do it?
 Have the Tech and BA teams validate which level of detail is required:
            Do we need to inventory just to the page-level?
            Do we need to capture content types?
            Do we need to capture information at the object-level (module-level)
            Do we need to capture assets?
            Do we need to capture metadata associated with the page?
Note: for new Websites, CMS implementations and large-scale sites, all of
the above should most likely be captured.
                                      –


 Run a spider to determine which information is indexed (for web, mobile,
  etc.):
       What the spider does not capture should ALSO be noted (non-indexed
        content).
       Leverage the spider index to populate some fields in the template, but you
        should review these pages manually.
 Ask for any existing inventories or audits, if in a CMS, have team generate
  a report of all published site(s).
   © 2011 SapientNitro | a division of Sapient Corporation                           34
Discovery Phase – Content Inventory – How to do it?

 Content inventory fields in the Content Audit/Inventory Template (2012
  Version) template found at:
  http://www.kevinpnichols.com/enterprise_content_strategy/




   © 2011 SapientNitro | a division of Sapient Corporation                 35
Discovery Phase – Content Inventory – How to do it?

 As you complete the work, circulate it with the stakeholders who create or
  work with the content; have each indicate who owns which content and
  any necessary inputs/outputs or systems or data pulls.

 Validate it with stakeholders and ensure you have received sign-off on the
  following:
       All types of content within the line of business are captured;
       Each content type is prioritized;
       Any inputs or outputs per content type are adequately captured. That is, what
        is required to create the content? What are the outputs? Use the
        inputs/outputs fields in the inventory spreadsheet to note this detail;
       Any types of content that are missing or are known to be forthcoming (e.g., a
        future campaign or a new product launch); and,
       Authors and sources for content.




   © 2011 SapientNitro | a division of Sapient Corporation                              36
Group Exercise
 Website X is doing a new design of their mobile and Websites. The scope
  is open but it includes the following:
       A new mobile and Website redesign – with content migration and new
        content creation to support the design experience;
       A new CMS implementation;
       Synergy between the digital properties; and,
       Localized, and international content.


 Exercise:
       Break up into teams of 15 people.
       Use the Content Audit/Inventory Template (2012 Version) template found at:
        http://www.kevinpnichols.com/enterprise_content_strategy/.
       Determine which fields are required and begin to fill out inventory.




   © 2011 SapientNitro | a division of Sapient Corporation                           37
6. Audit




 © 2011 SapientNitro | a division of Sapient Corporation   38
Discovery Phase – Audit

Purpose
 Captures the issues in the content-ecosystem.
 The ‗content audit‘ is one aspect and assesses the efficacy, richness,
  relevance, accessibility, measurability and optimization of the content
  experience.
 Also includes an audit of the end-to-end content lifecycle and any
  organizational governance model(s).


Goal
 Gain an understanding of all strengths, weaknesses, gaps and issues with
  the current-state content eco-system to frame the future state.




   © 2011 SapientNitro | a division of Sapient Corporation                   39
Discovery Phase – Content Audit – How to do it?

 Draw from the project brief, brand guide and any information known
  about the project to come up with a set of principles for evaluation. This
  includes reviewing competitive models.
 Ensure that you know the criteria for evaluation (this content is rich
  because of X…).
 Use the inventory and place additional columns in the spreadsheet to
  capture any issues or qualitative information about the content.
 Survey existing comparable Websites or digital properties to see how
  competitors treat content. Use this as part of the evaluation process to
  determine where and how effective the content actually is.
 Heuristic analysis can also prove useful, if using it, use a scorecard to
  score different criteria in evaluating the content.
 Use stakeholder interviews to fill-in missing pieces of information.




   © 2011 SapientNitro | a division of Sapient Corporation                     40
Discovery Phase – Content Audit – How to do it?

 Content inventory fields in the Content Audit/Inventory Template (2012
  Version) template found at:
  http://www.kevinpnichols.com/enterprise_content_strategy/




    © 2011 SapientNitro | a division of Sapient Corporation                41
Discovery Phase – Content Ecosystem Audit – How to do it?
 Conduct stakeholder interviews to ensure a complete picture of the content
  ecosystem is understood.
 This effort should be ongoing throughout the Discovery phase.
 Ensure all stakeholders that represent or deal with content are within the
  interviews, these could include:

   All Product Line or business line content owners          Localization expert
   Asset Managers                                            MarCom Manager
   Brand Manager                                             Marketing manager
   CMS Team Manager                                          metadata specialist
   Content creators or authors                               Mobile specialist
   Content management managers,                              Production (Video/Multimedia) Specialists
   Content managers per business units,                      Regional content managers
   Copywriters                                               search engine optimization (SEO) experts,
   CRM Managers                                              taxonomists,
   International regional managers,                          Web Publishing and CMS Managers
   Legal (Content reviewers for Legal/compliance teams)


 Note, a present member of the technology team, such as a technical architect and
  a business analyst should be in all key checkpoints and decision making
  meetings.
   © 2011 SapientNitro | a division of Sapient Corporation                                               42
Discovery Phase – Content Ecosystem Audit – How to do it?

 Schedule two hours for each interview.
 Send out the protocol before the meeting and list out any
  deliverables and/or examples you would like the interviewee
  to bring.
 For CMS or systems folks, pre-empt the interviewee that you
  may want to see the CMS or system.
 Set up Web-share for meetings if you are remote so that the
  interviewee can show you file or CMS structures.
 Notify the participants if you plan to record them (as this is
  the law).
 Ensure that the participants have access to Web share tools
  prior to the event, if conducting interviews remotely.
 Ensure the interviewee is briefed on the nature of the project
  prior to the interview.
   © 2011 SapientNitro | a division of Sapient Corporation         43
Discovery Phase – Content Ecosystem Audit – How to do it?
 Use Kevin P Nichols‘ stakeholder interview protocol as a starting point
  found at: http://www.kevinpnichols.com/enterprise_content_strategy/




   © 2011 SapientNitro | a division of Sapient Corporation                  44
Group Exercise
 Break up into the same groups as you did for the previous exercise.

 Go to Kevin‘s website and download the stakeholder protocol interview
  (you already have the audit from downloading the content inventory doc):
 http://www.kevinpnichols.com/enterprise_content_strategy/

 Take the inventory and begin to fill-out the audit fields.

 Review the protocol and determine which types of groups you might meet
  with and what you might ask them.




   © 2011 SapientNitro | a division of Sapient Corporation                   45
7. Audit Report




 © 2011 SapientNitro | a division of Sapient Corporation   46
Discovery Phase – Audit Report

Purpose
 Roll-up all the findings from the current state assessment.
 Make recommendations for the design phase around content types and
  features, content production and lifecycle, metadata and search,
  accessibility compliance, taxonomy development, and content
  governance.
 This document becomes the design roadmap for content strategy.


Goal
 Convey a picture of the current state, any issues and position the
  opportunities for the future state in a series of recommendations.




   © 2011 SapientNitro | a division of Sapient Corporation             47
Discovery Phase – Audit – How to do it?

 Construct a document that captures gaps, issues and pain-points
 Tie each issue to a future-state recommendation
 Example:
   Issue:
   Accessibility is compromised because images do not use ALT text, which is also an SEO
   issue.

   Recommendation:
           1.       Ensure all images have ALT text.
           2.       Ensure this content is worked into the copy decks for each area of content on the site.
           3.       Ensure SEO keywords are leveraged for all ALT text.
           4.       For any icon or button conveying an action to be taken by the user, use explicit language that conveys what the
                    user must do: ―Search X Site.‖
           5.       Make ALT text for images a requirement for page publishing (all images require ALT text).




   © 2011 SapientNitro | a division of Sapient Corporation                                                                            48
Discovery Phase – Audit Report Sample TOC

 Introduction—Scope of the audit, what it covers, and why it was completed, as well
  as the process used to conduct it (e.g., inventoried content, audited it, identified
  key issues, sought sign off, etc.)
 Content Quality—Brand integrity
 Content Quality—Relevance, timeliness, and accuracy
 Content Quality—Richness and effective messaging
 Content Structure—How content is labelled, categorized, taxonomy, etc.
 Content Prioritization —Content priorities per key pages (e.g., priorities on the
  homepage, key landing pages, etc.)
 Metadata and SEO
 Accessibility Compliance
 Metrics and Analytics
 Content Production and Content Lifecycle Findings—These should document the
  workflow processes and any issues, gaps, and requirements for the future-state
  design
 Website Content Governance
Source: Taken from Kevin P Nichols’ forthcoming: Enterprise Content Strategy (ECS): The Practitioner‘s Guide.

     © 2011 SapientNitro | a division of Sapient Corporation                                                    49
Group Exercise
 Talk through the issues we found on X Website and mobile site and what
  future state opportunities we have identified.
 What did you learn from this exercise?




   © 2011 SapientNitro | a division of Sapient Corporation                 50
7. Feedback and Contact info




 © 2011 SapientNitro | a division of Sapient Corporation   51
Questions

 What did you want to learn that you still have questions about?




    © 2011 SapientNitro | a division of Sapient Corporation         52
Keep the conversation going.

 EMAIL: zKnichols@sapient.com
 Kevinpnichols.com (personal thought leadership) SapientNitro.com
  (SapientNitro‘s Website).
 Twitter: @kpnichols
 LinkedIn: http://www.linkedin.com/pub/kevin-nichols/0/b50/160

SapientNitro: Content Strategy POV
 http://www.sapient.com/assets/ImageDownloader/1153/75807049_Content_Str
  ategy.pdf

SapientNitro 2013 Insights (Trends and Analysis) POV
http://www.sapient.com/assets/ImageDownloader/1477/Insights2013Full.pdf
I have an article in here entitled: The Future of Content Experience and How to
   Design for it.

Also, please feel free to leave a comment on my personal Website if the templates are
   useful. Thank you!
    © 2011 SapientNitro | a division of Sapient Corporation                             53
© 2011 SapientNitro | a division of Sapient Corporation   54

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Cs worshop presentation_discovery_knfinal

  • 1. Content Discovery KEVI N P NICHOLS , DIRECTOR AND GLOBAL LEAD OF CONTENT STRATEGY @ SAPIENTNITRO © 2011 SapientNitro | a division of Sapient Corporation © 2011 SapientNitro | a division of Sapient Corporation 1
  • 2. Today‘s Agenda 1. Introduction 2. What is Content 3. Define Content Strategy 4. Discovery Phase 5. Content Inventory 6. Content Audit 7. Content Audit Report 8. Questions and Feedback © 2011 SapientNitro | a division of Sapient Corporation 2
  • 3. 1. Introduction © 2011 SapientNitro | a division of Sapient Corporation 3
  • 4. About Kevin 1. Heads up Content Strategy for SapientNitro – Director and Global Lead, Content Strategy, SapientNitro 2. 18 Years in digital and interactive 3. Has rolled-out content solutions for dozens of fortune 100 companies © 2011 SapientNitro | a division of Sapient Corporation 4
  • 5. About SapientNitro © 2011 SapientNitro | a division of Sapient Corporation 5
  • 6. 2. What is content? © 2011 SapientNitro | a division of Sapient Corporation 6
  • 7. What is Content? Content always communicates but not all communication is content. Source: http://americanhistory.si.edu/cobol/COBOL002-800.jpg © 2011 SapientNitro | a division of Sapient Corporation 7
  • 8. What is Content? Content is the communication recorded on some type of physical asset. Image Source: http://dese.mo.gov/moheritage/images/WeShallOvercome/WeShallOvercome87.jpg © 2011 SapientNitro | a division of Sapient Corporation 8
  • 9. What is Content? & Content has a creator and a consumer. 1st Image Source: http://www.nist.gov/public_affairs/releases/images/marden_seac_LR.jpg 2nd Image Source Image Source: http://www.americaslibrary.gov/assets/jb/modern/jb_modern_tvkid_1_m.jpg © 2011 SapientNitro | a division of Sapient Corporation 9
  • 10. What is Content? Content is recorded as a physical asset that communicates an idea and can theoretically be seen, heard or viewed for future use. Image Source: http://sirismm.si.edu/siahistory/imagedb/2002-10638.jpg © 2011 SapientNitro | a division of Sapient Corporation 10
  • 11. Bringing it home…. In the digital world, content is an experience created by someone and recorded and stored electronically, either to be shared or not shared with others. Image Source: http://www.nasa.gov/centers/ames/multimedia/images/2010/iotw/reeves.html © 2011 SapientNitro | a division of Sapient Corporation 11
  • 12. Attributes of Content It’s a brand AND business asset with tangible and measurable ROI. © 2011 SapientNitro | a division of Sapient Corporation 12
  • 13. Attributes of Content It’s the ‗life-force‘ of a brand AND all content IS brand content. Customer Trust with Brand Product Content Or Service © 2011 SapientNitro | a division of Sapient Corporation 13
  • 14. Attributes of Content It’s an investment; without content, brands don‘t make money. Period. © 2011 SapientNitro | a division of Sapient Corporation 14
  • 15. Attributes of Content Content = Success © 2011 SapientNitro | a division of Sapient Corporation 15
  • 16. 2. Content Strategy at SapientNitro © 2011 SapientNitro | a division of Sapient Corporation 16
  • 17. Content Strategy @ SapientNitro Content Strategy Defined: Getting the Right Content to the Right User at the Right Time. © 2011 SapientNitro | a division of Sapient Corporation 17
  • 18. Content Strategy @ SapientNitro Getting the Right Content to the Right User at the Right Time. Content Experience Content Delivery Content Governance © 2011 SapientNitro | a division of Sapient Corporation 18
  • 19. Content Strategy @ SapientNitro Content Experience Defines the overall experience for the end-user, such as:  What content is on a Website or a mobile site?  What content is required to support a customer call center?  What content is on a product‘s package? Answers the question:  What content do we need to create a quality, meaningful and relevant experience? © 2011 SapientNitro | a division of Sapient Corporation 19
  • 20. Content Strategy @ SapientNitro Content Delivery We‘ve pioneered a proven approach to a closed-loop content strategy that provides a flexible framework for achieving content success. Building from this approach, which incorporates industry best practices, we have tailored a process to fit the unique needs, goals, and focus areas for any type of project involving content.. • Audit content • Conduct stakeholder interviews/surveys • Analyze and validate content ecosystem (sites, channels, social, partners) • Deploy content and STEP 1: • Analyze competitors’ content experience application changes ASSESS • Use analytics to determine areas of success and failure • Plan periodic audits • Set objectives • Adhere to editorial calendar • Define measurement plan • Determine accountability STEP 5: STEP 2: • Create content recommendations MAINTAIN & • Define governance strategy OPTIMIZE PLAN DEFINE GOVERNANCE MODEL • Create assets and copy • Plan experience and content • Input into CMS • Define new workflows • Review and test • Prepare staffing recommendations • Implement governance STEP 4: STEP 3: • Prepare metadata strategy model and workflows CREATE DESIGN • Develop taxonomies • Finalize editorial calendar • Develop editorial guidelines • Design content model • Develop content production/migration plan • Draft editorial calendar © 2011 SapientNitro | a division of Sapient Corporation 20
  • 21. Content Strategy @ SapientNitro Content Governance Answers the following question:  What are the operational processes and mechanisms required to ensure continued success? Defines a model to support, maintain and evolve the content ecosystem. Governs:  Content experience, it‘s delivery and the tools, processes, and systems to support it. © 2011 SapientNitro | a division of Sapient Corporation 21
  • 22. CS @ SapientNitro Discover/Define Design Implementation Content Assessment Content Model Migration Plan • Content Inventory • Content Entry • Competitive Assessment Content Matrix • Resource Planning • Content Audit Content Inputs into IA Content Production Plan Content Strategy POV – Future State Recommendations (the ‗strategy‘ in Content Lifecycle Workflows Content Lifecycle and Tool roll-out content strategy) • Requirements Metadata & XML Definition • Recommendations • Conceptual content model Taxonomy • Translation & Localization • Metadata & Tagging Metrics Definition to Measure Success • Maintenance Schema-Component-Template Map Governance Model Editorial Calendar Editorial Guide/Content Style Guide • Voice & Tone Definition • Usage Guidelines • Authoring Guidelines • Writing for SEO Copy Deck Template © 2011 SapientNitro | a division of Sapient Corporation 22
  • 23. 4. Discovery Phase © 2011 SapientNitro | a division of Sapient Corporation 23
  • 24. Discovery Phase Discover/Define Design Implementation Content Assessment CMS Content Model Migration Plan • Content Inventory • Content Entry • Competitive Assessment Content Matrix • Resource Planning • Content Audit Content inputs into IA Content Production Plan Content Strategy POV – Future State Recommendations (the ‘strategy’ in CMS Workflows content strategy) • Requirements Taxonomy • Recommendations • Conceptual content model Schema-Component-Template Map • Translation & Localization • Metadata & Tagging Governance Model • Maintenance • Editorial workflows • Processes • Staffing plan • Business Org Structure Editorial Calendar Editorial Guide • Voice & Tone Definition • Usage Guidelines • Authoring Guidelines • Writing for SEO Copy Deck Template © 2011 SapientNitro | a division of Sapient Corporation 24
  • 25. Discovery Phase - Purpose Understand the current-state content ecosystem to frame the future-state ecosystem:  For content experience;  For content delivery; and,  For content governance. Recommend a high-level future-state model. Goal: Gain enough understanding of content eco-system to kick-off design phase. © 2011 SapientNitro | a division of Sapient Corporation 25
  • 26. Discovery Phase – Role in Content Strategy Arguably the MOST important phase in content strategy work because it frames what is necessary to define the future state solution. Is the time and opportunity for you to get to know the content ecosystem. Without this understanding your solution will have holes / issues. To cut corners in this phase is not only risky, it‘s irresponsible. © 2011 SapientNitro | a division of Sapient Corporation 26
  • 27. Discovery Phase – Deliverables Current-state assessment of content ecosystem:  Content Inventory – quantitative assessment of content and its properties.  Content Audit – qualitative assessment of content ecosystem (should not just include the content itself). Requires analysis of content AND how its lifecycle, including the input from stakeholders (stakeholder interviews). Audit Report with findings, gaps and issues analysis and future-state recommendations:  Audit Findings;  Future-state recommendations (tie these to issues uncovered); and,  High-level roadmap for future-state. © 2011 SapientNitro | a division of Sapient Corporation 27
  • 28. Discovery Phase – Going into Discovery; Inputs  Know the project parameters – why are you doing it? These should come from a project brief or SOW.  If you don‘t have a project brief and need to uncover this information, review SOW and ensure alignment with project stakeholder / owner.  If no SOW exists, ensure alignment on the project with key stakeholders at a high-level: answer questions such as why we are doing this and what is the high-level scope (just a website? Mobile? All digital properties, etc..)?  Come up with a preliminary team that represents the various stakeholders at play—include technology, marketing, communications, SEO, analytics, business leads, etc..  Know who controls the budget and the project‘s primary stakeholders, understand each of their unique drivers to justify difficult or politically- charged decisions against these drives. © 2011 SapientNitro | a division of Sapient Corporation 28
  • 29. Discovery Phase – Going into Discovery; Inputs  Request the following deliverables, although many maybe unavailable. Authoring standards Creative or content briefs Editorial schedules or calendars with campaigns, new Authoring templates or copy decks product introductions, or any significant milestones within the content production process Branding guides Market rollout matrixes CMS design documents, such as content models Marketing and business objectives Metrics used to measure content or operational efficiency CMS/DMS or asset management system documentation of publishing or data management Competitive analysis Publication plans Content inventories and audits Publication processes and rules Content lifecycle diagrams and/or processes with actors SEO strategy Content matrixes Taxonomy and metadata standards or schemas Content or copy style guides Technological standards or constraints Content strategy point of view Users or audience segments and personas Source: Taken from Kevin P Nichols’ forthcoming: Enterprise Content Strategy (ECS): The Practitioner‘s Guide. © 2011 SapientNitro | a division of Sapient Corporation 29
  • 30. Discovery Phase – Outputs  A snapshot of the volume, accuracy, relevance, quality, timeliness, usability, and find-ability of content.  Content lifecycle/production workflows of current-state.  Issues, gaps, and redundancies with the content itself and content lifecycle processes.  Systems and integration points.  Understanding of how competitors treat content and content organization.  Consumers or users who interact with the content.  Business logic or rules for content intelligence.  Content organization, including taxonomies and metadata schemas. © 2011 SapientNitro | a division of Sapient Corporation 30
  • 31. 5. Content Inventory © 2011 SapientNitro | a division of Sapient Corporation 31
  • 32. Discovery Phase – Content Inventory Purpose  Documents the volume of current state content ecosystem in terms of type, volume and scope.  Is critical to understand the content landscape.  Is critical for any type of content migration.  Requires manual AND system approach. – Goal  Gain understanding of all the types of content represented in the current state, including any relevant properties about that content.  Define and identify any gaps, issues or pain-points associated with the content (requires understanding competitive and/or best in class digital sites). © 2011 SapientNitro | a division of Sapient Corporation 32
  • 33. Discovery Phase – Content Inventory – How to do it?  Start with a template that captures the information you need—use Excel.  Know why are you doing this work:  Is it a new Website?  A new mobile site?  How many digital properties must you survey?  Why are you doing this project?  Define the level of detail required – which information must you capture?  If you don‘t know, start with the first two levels of information. On a Website, this would be first two levels in navigation.  If a Web or mobile is being surveyed, use for a sitemap as starting point if available. © 2011 SapientNitro | a division of Sapient Corporation 33
  • 34. Discovery Phase – Content Inventory – How to do it?  Have the Tech and BA teams validate which level of detail is required:  Do we need to inventory just to the page-level?  Do we need to capture content types?  Do we need to capture information at the object-level (module-level)  Do we need to capture assets?  Do we need to capture metadata associated with the page? Note: for new Websites, CMS implementations and large-scale sites, all of the above should most likely be captured. –  Run a spider to determine which information is indexed (for web, mobile, etc.):  What the spider does not capture should ALSO be noted (non-indexed content).  Leverage the spider index to populate some fields in the template, but you should review these pages manually.  Ask for any existing inventories or audits, if in a CMS, have team generate a report of all published site(s). © 2011 SapientNitro | a division of Sapient Corporation 34
  • 35. Discovery Phase – Content Inventory – How to do it?  Content inventory fields in the Content Audit/Inventory Template (2012 Version) template found at: http://www.kevinpnichols.com/enterprise_content_strategy/ © 2011 SapientNitro | a division of Sapient Corporation 35
  • 36. Discovery Phase – Content Inventory – How to do it?  As you complete the work, circulate it with the stakeholders who create or work with the content; have each indicate who owns which content and any necessary inputs/outputs or systems or data pulls.  Validate it with stakeholders and ensure you have received sign-off on the following:  All types of content within the line of business are captured;  Each content type is prioritized;  Any inputs or outputs per content type are adequately captured. That is, what is required to create the content? What are the outputs? Use the inputs/outputs fields in the inventory spreadsheet to note this detail;  Any types of content that are missing or are known to be forthcoming (e.g., a future campaign or a new product launch); and,  Authors and sources for content. © 2011 SapientNitro | a division of Sapient Corporation 36
  • 37. Group Exercise  Website X is doing a new design of their mobile and Websites. The scope is open but it includes the following:  A new mobile and Website redesign – with content migration and new content creation to support the design experience;  A new CMS implementation;  Synergy between the digital properties; and,  Localized, and international content.  Exercise:  Break up into teams of 15 people.  Use the Content Audit/Inventory Template (2012 Version) template found at: http://www.kevinpnichols.com/enterprise_content_strategy/.  Determine which fields are required and begin to fill out inventory. © 2011 SapientNitro | a division of Sapient Corporation 37
  • 38. 6. Audit © 2011 SapientNitro | a division of Sapient Corporation 38
  • 39. Discovery Phase – Audit Purpose  Captures the issues in the content-ecosystem.  The ‗content audit‘ is one aspect and assesses the efficacy, richness, relevance, accessibility, measurability and optimization of the content experience.  Also includes an audit of the end-to-end content lifecycle and any organizational governance model(s). Goal  Gain an understanding of all strengths, weaknesses, gaps and issues with the current-state content eco-system to frame the future state. © 2011 SapientNitro | a division of Sapient Corporation 39
  • 40. Discovery Phase – Content Audit – How to do it?  Draw from the project brief, brand guide and any information known about the project to come up with a set of principles for evaluation. This includes reviewing competitive models.  Ensure that you know the criteria for evaluation (this content is rich because of X…).  Use the inventory and place additional columns in the spreadsheet to capture any issues or qualitative information about the content.  Survey existing comparable Websites or digital properties to see how competitors treat content. Use this as part of the evaluation process to determine where and how effective the content actually is.  Heuristic analysis can also prove useful, if using it, use a scorecard to score different criteria in evaluating the content.  Use stakeholder interviews to fill-in missing pieces of information. © 2011 SapientNitro | a division of Sapient Corporation 40
  • 41. Discovery Phase – Content Audit – How to do it?  Content inventory fields in the Content Audit/Inventory Template (2012 Version) template found at: http://www.kevinpnichols.com/enterprise_content_strategy/ © 2011 SapientNitro | a division of Sapient Corporation 41
  • 42. Discovery Phase – Content Ecosystem Audit – How to do it?  Conduct stakeholder interviews to ensure a complete picture of the content ecosystem is understood.  This effort should be ongoing throughout the Discovery phase.  Ensure all stakeholders that represent or deal with content are within the interviews, these could include: All Product Line or business line content owners Localization expert Asset Managers MarCom Manager Brand Manager Marketing manager CMS Team Manager metadata specialist Content creators or authors Mobile specialist Content management managers, Production (Video/Multimedia) Specialists Content managers per business units, Regional content managers Copywriters search engine optimization (SEO) experts, CRM Managers taxonomists, International regional managers, Web Publishing and CMS Managers Legal (Content reviewers for Legal/compliance teams)  Note, a present member of the technology team, such as a technical architect and a business analyst should be in all key checkpoints and decision making meetings. © 2011 SapientNitro | a division of Sapient Corporation 42
  • 43. Discovery Phase – Content Ecosystem Audit – How to do it?  Schedule two hours for each interview.  Send out the protocol before the meeting and list out any deliverables and/or examples you would like the interviewee to bring.  For CMS or systems folks, pre-empt the interviewee that you may want to see the CMS or system.  Set up Web-share for meetings if you are remote so that the interviewee can show you file or CMS structures.  Notify the participants if you plan to record them (as this is the law).  Ensure that the participants have access to Web share tools prior to the event, if conducting interviews remotely.  Ensure the interviewee is briefed on the nature of the project prior to the interview. © 2011 SapientNitro | a division of Sapient Corporation 43
  • 44. Discovery Phase – Content Ecosystem Audit – How to do it?  Use Kevin P Nichols‘ stakeholder interview protocol as a starting point found at: http://www.kevinpnichols.com/enterprise_content_strategy/ © 2011 SapientNitro | a division of Sapient Corporation 44
  • 45. Group Exercise  Break up into the same groups as you did for the previous exercise.  Go to Kevin‘s website and download the stakeholder protocol interview (you already have the audit from downloading the content inventory doc):  http://www.kevinpnichols.com/enterprise_content_strategy/  Take the inventory and begin to fill-out the audit fields.  Review the protocol and determine which types of groups you might meet with and what you might ask them. © 2011 SapientNitro | a division of Sapient Corporation 45
  • 46. 7. Audit Report © 2011 SapientNitro | a division of Sapient Corporation 46
  • 47. Discovery Phase – Audit Report Purpose  Roll-up all the findings from the current state assessment.  Make recommendations for the design phase around content types and features, content production and lifecycle, metadata and search, accessibility compliance, taxonomy development, and content governance.  This document becomes the design roadmap for content strategy. Goal  Convey a picture of the current state, any issues and position the opportunities for the future state in a series of recommendations. © 2011 SapientNitro | a division of Sapient Corporation 47
  • 48. Discovery Phase – Audit – How to do it?  Construct a document that captures gaps, issues and pain-points  Tie each issue to a future-state recommendation  Example: Issue: Accessibility is compromised because images do not use ALT text, which is also an SEO issue. Recommendation: 1. Ensure all images have ALT text. 2. Ensure this content is worked into the copy decks for each area of content on the site. 3. Ensure SEO keywords are leveraged for all ALT text. 4. For any icon or button conveying an action to be taken by the user, use explicit language that conveys what the user must do: ―Search X Site.‖ 5. Make ALT text for images a requirement for page publishing (all images require ALT text). © 2011 SapientNitro | a division of Sapient Corporation 48
  • 49. Discovery Phase – Audit Report Sample TOC  Introduction—Scope of the audit, what it covers, and why it was completed, as well as the process used to conduct it (e.g., inventoried content, audited it, identified key issues, sought sign off, etc.)  Content Quality—Brand integrity  Content Quality—Relevance, timeliness, and accuracy  Content Quality—Richness and effective messaging  Content Structure—How content is labelled, categorized, taxonomy, etc.  Content Prioritization —Content priorities per key pages (e.g., priorities on the homepage, key landing pages, etc.)  Metadata and SEO  Accessibility Compliance  Metrics and Analytics  Content Production and Content Lifecycle Findings—These should document the workflow processes and any issues, gaps, and requirements for the future-state design  Website Content Governance Source: Taken from Kevin P Nichols’ forthcoming: Enterprise Content Strategy (ECS): The Practitioner‘s Guide. © 2011 SapientNitro | a division of Sapient Corporation 49
  • 50. Group Exercise  Talk through the issues we found on X Website and mobile site and what future state opportunities we have identified.  What did you learn from this exercise? © 2011 SapientNitro | a division of Sapient Corporation 50
  • 51. 7. Feedback and Contact info © 2011 SapientNitro | a division of Sapient Corporation 51
  • 52. Questions  What did you want to learn that you still have questions about? © 2011 SapientNitro | a division of Sapient Corporation 52
  • 53. Keep the conversation going.  EMAIL: zKnichols@sapient.com  Kevinpnichols.com (personal thought leadership) SapientNitro.com (SapientNitro‘s Website).  Twitter: @kpnichols  LinkedIn: http://www.linkedin.com/pub/kevin-nichols/0/b50/160 SapientNitro: Content Strategy POV  http://www.sapient.com/assets/ImageDownloader/1153/75807049_Content_Str ategy.pdf SapientNitro 2013 Insights (Trends and Analysis) POV http://www.sapient.com/assets/ImageDownloader/1477/Insights2013Full.pdf I have an article in here entitled: The Future of Content Experience and How to Design for it. Also, please feel free to leave a comment on my personal Website if the templates are useful. Thank you! © 2011 SapientNitro | a division of Sapient Corporation 53
  • 54. © 2011 SapientNitro | a division of Sapient Corporation 54