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Successfully Delivering a
Personalized Content Experience:
From Structured Content Creation to Multichannel Publishing
Jim Edmunds, Ingeniux
Suzanne Mescan, Vasont Systems
@VasontSystems | @Ingeniux | #LavaCon
About the Speakers
Ingeniux - Web Experience Management Software
Products
 CMS – Web Content Management Software
 Cartella – Business Collaboration Software
Architecture
 Structured content repository – using XML and NoSQL
 Import structured content intelligently from CCMS solutions platforms
 Structured content and component model unique in CMS solutions
Solutions
 Intranets | Extranets | Portals | Websites | Communities
 Tight integration module with the Vasont CCMS
@VasontSystems | @Ingeniux | #LavaCon
Jim Edmunds
About the Speakers
We Help You…
Organize your business assets
Manage your productivity
Deliver your information
 Component content management solutions with enterprise scalability with
on-premise or SaaS models
 Named four times to the EContent 100 list of the most important companies
in the digital content arena
 Named to EContent Magazine’s inaugural list of Trendsetting Products 2014
 A member of the TransPerfect family of companies
@VasontSystems | @Ingeniux | #LavaCon
Suzanne Mescan
Agenda
• What is a personalized content experience
• Creating personalized content
• Delivering personalized content
@VasontSystems | @Ingeniux | #LavaCon
The Current Personalization Landscape
5
@VasontSystems | @Ingeniux |
#LavaCon |
#1 - YOUR AUDIENCE EXPECTS INFORMATION TO BE PERSONALIZED
This Changed Everything
6@VasontSystems | @Ingeniux | #LavaCon |
This Changed Everything
7@VasontSystems | @Ingeniux | #LavaCon |
The iPhone revolution changed the
way we interact with information
It created an expectation that content
is aware… of who you are, where you
are, and what you’re doing
Your audience expects content to be
intelligent and aware
The Current Personalization Landscape
8
@VasontSystems | @Ingeniux |
#LavaCon |
#2 – TECHNICAL CONTENT IS CRITICAL FOR PROVIDING A SUCCESSFUL
PERSONALIZATION JOURNEY
There’s a
New Sheriff
in Town
9@VasontSystems | @Ingeniux | #LavaCon |
The New Sheriff is Marketing
• Marketing is going to own the customer experience
• Technical content has become essential to the
marketing and sales process
• The technical content ecosystem extends from lead
generation, to sales, through customer support and
retention
10
@VasontSystems | @Ingeniux |
#LavaCon |
Content Marketing
Institute in its annual
survey reports that
90% of marketers see
content as the future
of marketing
11
@VasontSystems | @Ingeniux |
#LavaCon |
90%
Forester Research, in
its survey of Chief
Marketing Offices
says 75% of CMO’s
think that in the next
five years marketing
will be responsible
for the entire
customer experience
12
@VasontSystems | @Ingeniux |
#LavaCon |
75%
The Technical Content Ecosystem
• Technical content moving upstream
• Sales process has changed.
• Prospects research first before engaging a sales
person
• Technical content critical to lead generation and
brand identity
– Long-tail search
– Opt-in lead registration
– Market validation
13
@VasontSystems | @Ingeniux |
#LavaCon |
Content Engagement Funnel
• Deep well of technical
content critical to ongoing
customer engagement
• The lifecycle revenue
associated with ongoing
engagement usually larger
than initial sale
• Current customers key for
validating new sales
14@VasontSystems | @Ingeniux | #LavaCon |
Search and
Discovery
Relevance
Recurrance
Conversion
Deep Content Well
The Current Personalization Landscape
15
@VasontSystems | @Ingeniux |
#LavaCon |
#3 – PERSONALIZATION IS A MULTI-DIMENSIONAL CHALLENGE
Our Job Is Getting Harder
Personalization is a multi-dimensional challenge.
– Explicit
– Implicit
– Temporal
– Geographical
– Device-based
– Account-based
– Context-based
16@VasontSystems | @Ingeniux | #LavaCon |
Content consumption based on device and time of day
17@VasontSystems | @Ingeniux | #LavaCon |
Personalization: Multi-Channel Content Delivery
• Media specific
• Context specific
• Account specific
• Site specific
– Sites within the organization re-using content across lines
of business
– Syndication of content across multiple external sites
• Device specific
18@VasontSystems | @Ingeniux | #LavaCon |
How Do You Deliver Personalized Content?
• Three keys to the Personalization Landscape
– Content is aware
– Integral to the entire customer experience lifecycle
– Multi-dimensional challenge
• Starts in the authoring process
– Definition and architecture
– Structured content
– Meta-tagging
19@VasontSystems | @Ingeniux | #LavaCon |
Creating Personalized Content
20
@VasontSystems | @Ingeniux |
#LavaCon |
The key to delivering projects
Ensure that content is
authored once and
reused intelligently
across all channels including
print, web, and mobile
in a personalized fashion.
21@VasontSystems | @Ingeniux | #LavaCon |
Core content requirements for
personalized projects
22@VasontSystems | @Ingeniux | #LavaCon |
Granular content
…and many more
Structured
content model
Core tools requirements for personalized
projects
23@VasontSystems | @Ingeniux | #LavaCon |
XML
authoring tool
CCMS
Publishing
system
Core resources requirements for
personalized projects
Eager writers/editors
24@VasontSystems | @Ingeniux | #LavaCon |
Information architects Technical expertise
Essential elements for success
• Process
– Business analysis with regards to
the business goals
– Definition of the content lifecycle
• Must be an initiative with
management
– Management backing
– Allocated budget
– Goals and outcomes
25
@VasontSystems | @Ingeniux |
#LavaCon |
Essential elements for success
• Buy-In
– Must have buy-in and ownership
from all levels of staff
– Metrics, both before and after to
measure success
• Consultant
– Use an experienced consultant if
there’s no expertise in-house
26
@VasontSystems | @Ingeniux |
#LavaCon |
Effective content targeting
• Define metadata
• Assign metadata
• Map metadata to
personalization rules
• Review success and adjust
metadata as necessary
27@VasontSystems | @Ingeniux | #LavaCon |
The key to an effective process
Content needs to
retain structure
throughout the process
to remain effective
28@VasontSystems | @Ingeniux | #LavaCon |
So, how do you do it?
• Authoring
– Adopt structure in the authoring
process
– Use a CCMS to manage structured
content, reuse, metadata, and
processes
– Adopt writing guidelines and
governance
29
@VasontSystems | @Ingeniux |
#LavaCon |
The key to making it happen
XML is the key to
extensibility, structure,
and portability
30@VasontSystems | @Ingeniux | #LavaCon |
Delivering Personalized Content
31
@VasontSystems | @Ingeniux |
#LavaCon |
Multi-Channel Delivery
• Starts with Structured Content
• Mapping Inputs to Outputs
• Content Intelligence Layers
32
@VasontSystems | @Ingeniux |
#LavaCon |
Content Mapping
• Import structured content: CCMS
• Information Architecture: site hierarchy
• Schema: page-level content structure
• Taxonomy: metadata associations
• Personalization: business rules for applying metadata
• Presentation: device and user experience
33
@VasontSystems | @Ingeniux |
#LavaCon |
Content Presentation
• Content that drives the navigation
• Narrative content well
• Personalization options
• Rendering options
34
@VasontSystems | @Ingeniux |
#LavaCon |
Responsive is NOT the Silver Bullet
• Responsive is a tool, not a strategy
• Not all technical content resolves well in responsive
• Responsive framework is just one intelligence layer
• A good baseline… but does not address the entire
user experience
35@VasontSystems | @Ingeniux | #LavaCon |
Content Intelligence
Focus content
intelligence around
the user experience
36@VasontSystems | @Ingeniux | #LavaCon |
Responsive Mark-Up
Semantic Mark-Up
Hierarchy (Organization / Relationships)
Metadata (Taxonomy / Associations)
Schema (XML / DITA)
Search – the ultimate personalization
• Search is the primary navigation for many users
– 30% to 70% of users start with Search
• Users are incredibly bad at search
• Search success proportional to content complexity
– Simple e-commerce search – 70% initial success rate
– Intranet search – 20% initial success rate
• Guided (Faceted) Search
• Global (Federated) Search
37
@VasontSystems | @Ingeniux |
#LavaCon |
Analytics – Measuring Personalization
• User-experience data
• Map data against core
objectives
• Improve personalization
process and results based
on analytics data
38
@VasontSystems | @Ingeniux |
#LavaCon |
An example CCMS and publishing overview
39@VasontSystems | @Ingeniux | #LavaCon |
Vasont CCMS
& XML Editor
•Content authored, reused, versioned, consolidated, shared, and secured
•Structured using XML DTDs and standards
•Metadata applied
•Processes managed through workflow and project management
Ingeniux
Import & Sync
•XML intelligently mapped into Ingeniux schemas and views
•Content and metadata sync’ed into application
Indexing &
Management
•Content stored and indexed in Ingeniux NoSQL repository
•Enriched with additional taxonomy, personalization, security, and metadata
Dynamic
Publishing
•Content sync’ed to web servers for dynamic delivery
•Content API for agile content services
•Mobile device targeting

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LavaCon 2015 - Successfully Delivering a Personalized Content Experience: From Structured Content Creation to Multichannel Publishing

  • 1. Successfully Delivering a Personalized Content Experience: From Structured Content Creation to Multichannel Publishing Jim Edmunds, Ingeniux Suzanne Mescan, Vasont Systems @VasontSystems | @Ingeniux | #LavaCon
  • 2. About the Speakers Ingeniux - Web Experience Management Software Products  CMS – Web Content Management Software  Cartella – Business Collaboration Software Architecture  Structured content repository – using XML and NoSQL  Import structured content intelligently from CCMS solutions platforms  Structured content and component model unique in CMS solutions Solutions  Intranets | Extranets | Portals | Websites | Communities  Tight integration module with the Vasont CCMS @VasontSystems | @Ingeniux | #LavaCon Jim Edmunds
  • 3. About the Speakers We Help You… Organize your business assets Manage your productivity Deliver your information  Component content management solutions with enterprise scalability with on-premise or SaaS models  Named four times to the EContent 100 list of the most important companies in the digital content arena  Named to EContent Magazine’s inaugural list of Trendsetting Products 2014  A member of the TransPerfect family of companies @VasontSystems | @Ingeniux | #LavaCon Suzanne Mescan
  • 4. Agenda • What is a personalized content experience • Creating personalized content • Delivering personalized content @VasontSystems | @Ingeniux | #LavaCon
  • 5. The Current Personalization Landscape 5 @VasontSystems | @Ingeniux | #LavaCon | #1 - YOUR AUDIENCE EXPECTS INFORMATION TO BE PERSONALIZED
  • 6. This Changed Everything 6@VasontSystems | @Ingeniux | #LavaCon |
  • 7. This Changed Everything 7@VasontSystems | @Ingeniux | #LavaCon | The iPhone revolution changed the way we interact with information It created an expectation that content is aware… of who you are, where you are, and what you’re doing Your audience expects content to be intelligent and aware
  • 8. The Current Personalization Landscape 8 @VasontSystems | @Ingeniux | #LavaCon | #2 – TECHNICAL CONTENT IS CRITICAL FOR PROVIDING A SUCCESSFUL PERSONALIZATION JOURNEY
  • 9. There’s a New Sheriff in Town 9@VasontSystems | @Ingeniux | #LavaCon |
  • 10. The New Sheriff is Marketing • Marketing is going to own the customer experience • Technical content has become essential to the marketing and sales process • The technical content ecosystem extends from lead generation, to sales, through customer support and retention 10 @VasontSystems | @Ingeniux | #LavaCon |
  • 11. Content Marketing Institute in its annual survey reports that 90% of marketers see content as the future of marketing 11 @VasontSystems | @Ingeniux | #LavaCon | 90%
  • 12. Forester Research, in its survey of Chief Marketing Offices says 75% of CMO’s think that in the next five years marketing will be responsible for the entire customer experience 12 @VasontSystems | @Ingeniux | #LavaCon | 75%
  • 13. The Technical Content Ecosystem • Technical content moving upstream • Sales process has changed. • Prospects research first before engaging a sales person • Technical content critical to lead generation and brand identity – Long-tail search – Opt-in lead registration – Market validation 13 @VasontSystems | @Ingeniux | #LavaCon |
  • 14. Content Engagement Funnel • Deep well of technical content critical to ongoing customer engagement • The lifecycle revenue associated with ongoing engagement usually larger than initial sale • Current customers key for validating new sales 14@VasontSystems | @Ingeniux | #LavaCon | Search and Discovery Relevance Recurrance Conversion Deep Content Well
  • 15. The Current Personalization Landscape 15 @VasontSystems | @Ingeniux | #LavaCon | #3 – PERSONALIZATION IS A MULTI-DIMENSIONAL CHALLENGE
  • 16. Our Job Is Getting Harder Personalization is a multi-dimensional challenge. – Explicit – Implicit – Temporal – Geographical – Device-based – Account-based – Context-based 16@VasontSystems | @Ingeniux | #LavaCon |
  • 17. Content consumption based on device and time of day 17@VasontSystems | @Ingeniux | #LavaCon |
  • 18. Personalization: Multi-Channel Content Delivery • Media specific • Context specific • Account specific • Site specific – Sites within the organization re-using content across lines of business – Syndication of content across multiple external sites • Device specific 18@VasontSystems | @Ingeniux | #LavaCon |
  • 19. How Do You Deliver Personalized Content? • Three keys to the Personalization Landscape – Content is aware – Integral to the entire customer experience lifecycle – Multi-dimensional challenge • Starts in the authoring process – Definition and architecture – Structured content – Meta-tagging 19@VasontSystems | @Ingeniux | #LavaCon |
  • 21. The key to delivering projects Ensure that content is authored once and reused intelligently across all channels including print, web, and mobile in a personalized fashion. 21@VasontSystems | @Ingeniux | #LavaCon |
  • 22. Core content requirements for personalized projects 22@VasontSystems | @Ingeniux | #LavaCon | Granular content …and many more Structured content model
  • 23. Core tools requirements for personalized projects 23@VasontSystems | @Ingeniux | #LavaCon | XML authoring tool CCMS Publishing system
  • 24. Core resources requirements for personalized projects Eager writers/editors 24@VasontSystems | @Ingeniux | #LavaCon | Information architects Technical expertise
  • 25. Essential elements for success • Process – Business analysis with regards to the business goals – Definition of the content lifecycle • Must be an initiative with management – Management backing – Allocated budget – Goals and outcomes 25 @VasontSystems | @Ingeniux | #LavaCon |
  • 26. Essential elements for success • Buy-In – Must have buy-in and ownership from all levels of staff – Metrics, both before and after to measure success • Consultant – Use an experienced consultant if there’s no expertise in-house 26 @VasontSystems | @Ingeniux | #LavaCon |
  • 27. Effective content targeting • Define metadata • Assign metadata • Map metadata to personalization rules • Review success and adjust metadata as necessary 27@VasontSystems | @Ingeniux | #LavaCon |
  • 28. The key to an effective process Content needs to retain structure throughout the process to remain effective 28@VasontSystems | @Ingeniux | #LavaCon |
  • 29. So, how do you do it? • Authoring – Adopt structure in the authoring process – Use a CCMS to manage structured content, reuse, metadata, and processes – Adopt writing guidelines and governance 29 @VasontSystems | @Ingeniux | #LavaCon |
  • 30. The key to making it happen XML is the key to extensibility, structure, and portability 30@VasontSystems | @Ingeniux | #LavaCon |
  • 32. Multi-Channel Delivery • Starts with Structured Content • Mapping Inputs to Outputs • Content Intelligence Layers 32 @VasontSystems | @Ingeniux | #LavaCon |
  • 33. Content Mapping • Import structured content: CCMS • Information Architecture: site hierarchy • Schema: page-level content structure • Taxonomy: metadata associations • Personalization: business rules for applying metadata • Presentation: device and user experience 33 @VasontSystems | @Ingeniux | #LavaCon |
  • 34. Content Presentation • Content that drives the navigation • Narrative content well • Personalization options • Rendering options 34 @VasontSystems | @Ingeniux | #LavaCon |
  • 35. Responsive is NOT the Silver Bullet • Responsive is a tool, not a strategy • Not all technical content resolves well in responsive • Responsive framework is just one intelligence layer • A good baseline… but does not address the entire user experience 35@VasontSystems | @Ingeniux | #LavaCon |
  • 36. Content Intelligence Focus content intelligence around the user experience 36@VasontSystems | @Ingeniux | #LavaCon | Responsive Mark-Up Semantic Mark-Up Hierarchy (Organization / Relationships) Metadata (Taxonomy / Associations) Schema (XML / DITA)
  • 37. Search – the ultimate personalization • Search is the primary navigation for many users – 30% to 70% of users start with Search • Users are incredibly bad at search • Search success proportional to content complexity – Simple e-commerce search – 70% initial success rate – Intranet search – 20% initial success rate • Guided (Faceted) Search • Global (Federated) Search 37 @VasontSystems | @Ingeniux | #LavaCon |
  • 38. Analytics – Measuring Personalization • User-experience data • Map data against core objectives • Improve personalization process and results based on analytics data 38 @VasontSystems | @Ingeniux | #LavaCon |
  • 39. An example CCMS and publishing overview 39@VasontSystems | @Ingeniux | #LavaCon | Vasont CCMS & XML Editor •Content authored, reused, versioned, consolidated, shared, and secured •Structured using XML DTDs and standards •Metadata applied •Processes managed through workflow and project management Ingeniux Import & Sync •XML intelligently mapped into Ingeniux schemas and views •Content and metadata sync’ed into application Indexing & Management •Content stored and indexed in Ingeniux NoSQL repository •Enriched with additional taxonomy, personalization, security, and metadata Dynamic Publishing •Content sync’ed to web servers for dynamic delivery •Content API for agile content services •Mobile device targeting

Editor's Notes

  1. Michelle – this is meant to be a very dramatic screen… I was thinking of a black or grey background with a very large image
  2. Michelle – this is meant to be a very dramatic screen… I was thinking of a black or grey background with a very large image
  3. Michelle – this is also meant to be a very dramatic screen… The image obviously isn’t right. Again, it needs to be something more dramatic. The “new sheriff” is Marketing