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Getting your specs inarow confab edu 2014
This document discusses Myra's role in providing input for her university's selection of a new content management system (CMS). It outlines best practices for Myra to gather requirements, including speaking to various stakeholders, identifying and prioritizing needs, and effectively communicating requirements. It emphasizes that Myra does not need to be a CMS expert, and should focus on areas like information architecture, metadata, authoring and review processes. The document advises being prepared to compromise on needs due to various potential constraints, and asking questions throughout the process.
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Getting your specs inarow confab edu 2014
- 1. Your role inCMS selection Kerry-Anne Gilowey Confab Higher Ed · Atlanta · 14 November 2014 Getting Your Specs In a Row @kerry_anne
- 2. O frabjous day! Callooh!Callay!
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- 4. This is Myra She’sexcited.
- 5. This is Myra Heruniversity is getting a new CMS.
- 6. This is Myra Heruniversity is getting a new CMS.
- 7. This is Myra Theywant her input!
- 8. This is Myra Theywant her input!
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- 16. Myra’s rollercoaster ride Despair Excitement Uncertainty Blindpanic Fear Self-doubt Confusion
- 17. “Ideally, a content strategistis on board at the very start of a CMS project.” Paula Land Strategic Content LLC
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- 22. You’re not aCMS expert. So what?
- 23. Content management isthe systematic planning, development, organisation, distribution, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 24. Content management isthe SYSTEMATIC PLANNING, development, organisation, distribution, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 25. Content management isthe systematic planning, DEVELOPMENT, organisation, distribution, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 26. Content management isthe systematic planning, development, ORGANISATION, distribution, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 27. Content management isthe systematic planning, development, organisation, DISTRIBUTION, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 28. Content management isthe systematic planning, development, organisation, distribution, EVALUATION, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
- 29. Content management isthe systematic planning, development, organisation, distribution, evaluation, and PRESERVATION of all information within an organisation. Erik M. Hartman @erikmhartman
- 30. Content management isthe systematic planning, development, organisation, distribution, evaluation, and preservation OF ALL INFORMATION within an organisation. Erik M. Hartman @erikmhartman
- 31. CONTENT MANAGEMENT isthe systematic planning, development, organisation, distribution, evaluation, and preservation of all information within an organisation. Erik M. Hartman @erikmhartman
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- 33. GATHER Your role isto... content requirements
- 34. UNDERSTAND Your role isto... content requirements
- 35. PRIORITISE Your role isto... content requirements
- 36. COMMUNICATE Your role isto... content requirements
- 37. Your role isNOT to... know the feature set of every CMS in existence, be able to recommend the best system, know all the technical ins and outs of CMS integration, know what Gartner thinks about all these CMSes, know how your CMS will integrate with the other platforms your institution is using, understand what hardware is required to run
- 38. What should youfocus on?
- 39. Information architecture What shouldyou focus on?
- 40. Information architecture Metadata What shouldyou focus on?
- 41. Information architecture Metadata Authoring andreview What should you focus on?
- 42. Information architecture Metadata Authoring andreview Governance What should you focus on?
- 43. Information architecture Metadata Authoring andreview Governance Analytics and reporting What should you focus on?
- 44. Information architecture Metadata Authoring andreview Governance Analytics and reporting Publishing and distribution What should you focus on?
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- 58. 3. AUTHORING ANDREVIEW
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- 72. 5. ANALYTICS ANDREPORTING
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- 77. 6. PUBLISHING ANDDISTRIBUTION
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- 87. “Do not simplyselect vendors in the Leaders quadrant; vendors from the Challengers, Niche Players or Visionaries quadrants may better match your business goals and requirements.” Magic Quadrant for Web Content Management, August 2010
- 88. CMS 5 CMS 2CMS 3 CMS 6 CMS 7 CMS 9 CMS 10 CMS 1 CMS 4 CMS 8
- 89. “Dear CMS vendor,can your CMS do XYZ?”
- 90. “Dear CMS vendor,can your CMS do XYZ?”
- 91. “DEAR CMS VENDOR, CAN yourCMS do XYZ?”
- 92. “DEAR CMS VENDOR, HOWDOES your CMS do XYZ?”
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- 95. Discovery Getting at theinformation you need.
- 96. Run group workshops Imagecredit: www.flickr.com/photos/australianshepherds
- 97. Do one-on-one sessions Imagecredit: www.flickr.com/photos/levendis
- 98. The questions How toget the most out of your workshop and interview sessions.
- 99. Process and workflow Whoare the authors? Who are the reviewers? What are the workflow paths? Where are the bottlenecks? What tools are being used now?
- 100. Other existing systems Arewe going to keep using them? What content needs to be pulled in? What content needs to be pushed? In what format? Who is responsible?
- 101. Other new systems Whatnew systems need to be integrated? What content needs to be pulled in? What content needs to be pushed? In what format?
- 102. Prioritising needs CMS selectionis a series of trade-offs.
- 103. How does this feedinto our overall business and content strategy? Image credit: www.flickr.com/photos/tambako
- 104. What happens if wedon’t have this feature/ functionality? Image credit: www.flickr.com/photos/photolibrarian
- 105. What are we preparedto give up to have this feature/ functionality? Image credit: www.flickr.com/photos/annabelb
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- 107. Pretty up yourspreadsheet Charlie Peverett (@cpev) quoting a colleague Dare Conference 2014
- 110. Explain WHY Image credit:www.flickr.com/photos/worldbank
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- 113. LACK OF INTERNAL SKILLS Reasons tocompromise
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- 121. Don’t be IDEALISTIC. You’llend up miserable.
- 122. Be willing toask questions Image credit: www.flickr.com/photos/audiolucistore
- 123. Devise use cases Imagecredit: www.flickr.com/photos/vegard
- 124. Putting it inwriting A spreadsheet the whole team will love.
- 125. ID* Category Weighting/100 Short name* The CMSshould... Priority Explanation and extra notes Columns
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- 127. Sample requirement Short nameThe CMS should... Explanation and further notes Reviewer role Offer a specialised reviewer role, with commenting/ annotation capability, but no editing capability. This is distinct from an editor role - an editor can edit content inline; a reviewer can't edit inline, but can annotate content with comments.
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- 129. Putting it alltogether
- 130. Let’s go overthat again...
- 131. YOU DON’T HAVETO BE A CMS EXPERT.
- 132. SPEAK TO ASMANY PEOPLE AS YOU CAN.
- 133. IDENTIFY, UNDERSTAND, AND PRIORITISECONTENT NEEDS.
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- 135. BE PREPARED TOCOMPROMISE.
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- 139. Thanks for listening! Kerry-AnneGilowey kerryanne@augustsun.co.za http://augustsun.co.za · http://about.me/kerryanne @kerry_anne