Making WCM Easy with
Alfresco Share 3.2
February 18, 2010
Agenda
                                                     2




• Introductions & Housekeeping
• The Myth of "One Size Fits All" WCM
• Common WCM Challenges with Typical Web Sites
• Using Alfresco Share to Address these Challenges
  • Demonstration
• Q&A
Introductions
                                                                   3




• Michael Trafton – Chief Architect, Blue Fish Development Group
• Joshua Toub – General Manager, Blue Fish Development Group
Who the heck is Blue Fish?
                                                              4




• Blue Fish has been singularly focused on ECM for 11 years
• Primarily in the areas of:
   • Web Content Management
   • Document Management
   • Custom Application Development
• Full lifecycle projects (cradle to grave)
• Alfresco expertise in "Small Bites"
The Small Bites Menu
                                                                                   5




                                                   Quick Start Package
• Appetizers                                    • Alfresco Sandbox
                                                • Alfresco Requirements Workshop
   • Alfresco Evaluation                        • Alfresco System Architecture
                                                • Alfresco Solution Design
   • Alfresco Sandbox                           • Alfresco Configuration

• Entrées
   •   Alfresco Requirements Workshop
   •   Alfresco Architecture Review
   •   Alfresco System Architecture
   •   Alfresco Solution Design                 from $2,500
   •   Alfresco Configuration                   to $20,000
   •   Alfresco Customization and Development
• Dessert
   • Migrating Documents into Alfresco
Myth of "One Size Fits All" WCM
WCM Myths
                                                                       7




• We often hear WCM vendors say that their product is a good fit for
  any and all WCM projects…
• …but that's not what we've seen out in the field
  • Sometimes, WCM really streamlines web site production
  • Other times, WCM makes it much harder to do your job
• Why is that?
Different Types of Sites
                                                                                          8




       Leading Edge Web Sites                          Traditional Web Sites
• Volatile – Look & Feel Changes Frequently   • Stable – Look & Feel Only Changes every
• Innovative - Ajax, Flash used for User        3-5 Years
  Interface, eCommerce and other              • Conventional – HTML, CSS, Flash used
  Applications                                  for Eye Candy
• Diverse – Multiple Sites with Different     • Homogenous – Consistent Visual Design
  Visual Themes                                 Throughout
Different WCM Needs
                                                                                        9




         Leading Edge Web Sites                         Traditional Web Sites
•   Flexibility                                • Contribution by Business Users
•   Rapid Time to Market                       • Enforce Consistency of Look and Feel
•   Easy to Test, Easy to Change               • Repurpose Content Across Multiple
•   Changes to Several Files at Once             Platforms or Sites
•   Avoid Stepping on Other Developers' Toes   • Reduce Time and Effort for Future
•   Rollback Things that Didn’t Work             Rebranding



            Leading Edge Web Sites                       Traditional Web Sites
             need a CMS aimed at                         need a CMS aimed at
               Web Developers                               Business Users
Where Does Alfresco AVM Fit?
                                                                                 10




• Alfresco AVM is great for Leading Edge web sites
   •   Manage and deploy code and web content together
   •   Sandboxes let users work on lots of connected files in a protected area
   •   Submit a collection of changes that go live together
   •   File System-based UI (CIFS) allows easy use of HTML/code editors
   •   Snapshots allow large sets of changes to be rolled back
• This flexibility and power can be overwhelming for traditional sites
   • Can we tweak Alfresco to be a better fit for traditional sites?
Common WCM Challenges for
Traditional Sites
We Often Hear…
                                                                   12




• User Adoption is low
   • People still email their content to the web team in MS Word
• New users struggle to use the system
   • They were not part of the initial training
• Infrequent users struggle to use the system
   • The training "wore off"
• IT team is still too involved
   • We're not getting the ROI we wanted
Why Is This So Hard?
                                                                             13




• Need more focus on the “Casual Contributor” role
   • Web content is not their job
      • It's extra work on top of their normal job
   • They aren't web savvy
      • Not designers, don't know HTML
   • They don't know about WCM
      • and they don't care – they just want their content on the web site
   • You can't train them
      • There are too many of them, too far away, etc.
   • They hardly ever contribute content
      • There's no reinforcement
• An Intuitive User Interface is Key
What We've Done
Using Alfresco Share as a WCM Platform for
Traditional Web Site
Key Points About Our Solution
                                                                                  15




• Site Designed by Developers, Maintained by Business Users
   • Similar to popular blogging software
   • You decide what the web site is going to look like, then create forms that
     allow authors to enter content that conforms to the site's design
• Content as a Service Pattern
   • Web site consumes content from Alfresco
   • Separates WCM expertise from Web Site Expertise
   • Particularly useful in Portals, Intranets, E-Commerce Sites, Environments with
     high reuse, Environments with multiple technologies
• Different UIs for Casual Contributors and Approvers
   • Approvers are typically the "web team"
      • Focused on the web – they "get it"
      • Overworked, need as much help/automation as they can get
         • Don't have time to spend making author's pages pretty
   • Approvers can deal with a more typical WCM UI
Casual Contributor UI
                                                      16




• Integrated with the web site
   • Web site IS the user interface
   • Intuitive and Bullet Proof
   • Requires Zero Training
• Wizards and Forms
   • Guides authors through the process
   • Eliminates mistakes
   • Power Users would revolt, casual users love it
Casual Contributor UI Demo
Approver UI
                                             18




• Built on Alfresco Share
• Uses same forms as Casual Contributor UI
• Makes approval easy
• Provides more control for advanced users
   •   Copy/Move files
   •   Control permissions
   •   Retire/Expire files
   •   Advanced search
   •   etc.
Approver UI Demo
Architecture
                                                                                                           20




• Built on Alfresco DM
• UI Built Using Components from Alfresco Share
   • Forms Service for Web Page Templates
• Content as a Service
   • Web Site requests content from Alfresco via RESTful APIs
   • Content Fragments, Queries, Full-Text Search
• Simple Workflow for Approval                         Portal Requests Navigation


   • Email Notifications eliminates need to log in and check an "inbox"
                                                                                        Web Site
                             Alfresco CMS               Portal Requests Content           or
                                                                                         Portal
                                                        Portal Issues Searches



• Folder Actions       Author               Approver


   • Attaching aspects, object types, and workflows
                                                                                    Portal User Requests
                    Creates/Edits           Approves
                                                                                    Web Page in Browser
                      Content                Content




   • Automatically filing content based on attribute values
   • Sending Email Notifications
                      Author            Approver                                       Portal User

• "Lifecycle" States for Effectivity and Preview
Questions?
Michael Trafton
mikey@bluefishgroup.com

Josh Toub
joshua@bluefishgroup.com

Making Wcm Easy With Alfresco Share 3 2

  • 1.
    Making WCM Easywith Alfresco Share 3.2 February 18, 2010
  • 2.
    Agenda 2 • Introductions & Housekeeping • The Myth of "One Size Fits All" WCM • Common WCM Challenges with Typical Web Sites • Using Alfresco Share to Address these Challenges • Demonstration • Q&A
  • 3.
    Introductions 3 • Michael Trafton – Chief Architect, Blue Fish Development Group • Joshua Toub – General Manager, Blue Fish Development Group
  • 4.
    Who the heckis Blue Fish? 4 • Blue Fish has been singularly focused on ECM for 11 years • Primarily in the areas of: • Web Content Management • Document Management • Custom Application Development • Full lifecycle projects (cradle to grave) • Alfresco expertise in "Small Bites"
  • 5.
    The Small BitesMenu 5 Quick Start Package • Appetizers • Alfresco Sandbox • Alfresco Requirements Workshop • Alfresco Evaluation • Alfresco System Architecture • Alfresco Solution Design • Alfresco Sandbox • Alfresco Configuration • Entrées • Alfresco Requirements Workshop • Alfresco Architecture Review • Alfresco System Architecture • Alfresco Solution Design from $2,500 • Alfresco Configuration to $20,000 • Alfresco Customization and Development • Dessert • Migrating Documents into Alfresco
  • 6.
    Myth of "OneSize Fits All" WCM
  • 7.
    WCM Myths 7 • We often hear WCM vendors say that their product is a good fit for any and all WCM projects… • …but that's not what we've seen out in the field • Sometimes, WCM really streamlines web site production • Other times, WCM makes it much harder to do your job • Why is that?
  • 8.
    Different Types ofSites 8 Leading Edge Web Sites Traditional Web Sites • Volatile – Look & Feel Changes Frequently • Stable – Look & Feel Only Changes every • Innovative - Ajax, Flash used for User 3-5 Years Interface, eCommerce and other • Conventional – HTML, CSS, Flash used Applications for Eye Candy • Diverse – Multiple Sites with Different • Homogenous – Consistent Visual Design Visual Themes Throughout
  • 9.
    Different WCM Needs 9 Leading Edge Web Sites Traditional Web Sites • Flexibility • Contribution by Business Users • Rapid Time to Market • Enforce Consistency of Look and Feel • Easy to Test, Easy to Change • Repurpose Content Across Multiple • Changes to Several Files at Once Platforms or Sites • Avoid Stepping on Other Developers' Toes • Reduce Time and Effort for Future • Rollback Things that Didn’t Work Rebranding Leading Edge Web Sites Traditional Web Sites need a CMS aimed at need a CMS aimed at Web Developers Business Users
  • 10.
    Where Does AlfrescoAVM Fit? 10 • Alfresco AVM is great for Leading Edge web sites • Manage and deploy code and web content together • Sandboxes let users work on lots of connected files in a protected area • Submit a collection of changes that go live together • File System-based UI (CIFS) allows easy use of HTML/code editors • Snapshots allow large sets of changes to be rolled back • This flexibility and power can be overwhelming for traditional sites • Can we tweak Alfresco to be a better fit for traditional sites?
  • 11.
    Common WCM Challengesfor Traditional Sites
  • 12.
    We Often Hear… 12 • User Adoption is low • People still email their content to the web team in MS Word • New users struggle to use the system • They were not part of the initial training • Infrequent users struggle to use the system • The training "wore off" • IT team is still too involved • We're not getting the ROI we wanted
  • 13.
    Why Is ThisSo Hard? 13 • Need more focus on the “Casual Contributor” role • Web content is not their job • It's extra work on top of their normal job • They aren't web savvy • Not designers, don't know HTML • They don't know about WCM • and they don't care – they just want their content on the web site • You can't train them • There are too many of them, too far away, etc. • They hardly ever contribute content • There's no reinforcement • An Intuitive User Interface is Key
  • 14.
    What We've Done UsingAlfresco Share as a WCM Platform for Traditional Web Site
  • 15.
    Key Points AboutOur Solution 15 • Site Designed by Developers, Maintained by Business Users • Similar to popular blogging software • You decide what the web site is going to look like, then create forms that allow authors to enter content that conforms to the site's design • Content as a Service Pattern • Web site consumes content from Alfresco • Separates WCM expertise from Web Site Expertise • Particularly useful in Portals, Intranets, E-Commerce Sites, Environments with high reuse, Environments with multiple technologies • Different UIs for Casual Contributors and Approvers • Approvers are typically the "web team" • Focused on the web – they "get it" • Overworked, need as much help/automation as they can get • Don't have time to spend making author's pages pretty • Approvers can deal with a more typical WCM UI
  • 16.
    Casual Contributor UI 16 • Integrated with the web site • Web site IS the user interface • Intuitive and Bullet Proof • Requires Zero Training • Wizards and Forms • Guides authors through the process • Eliminates mistakes • Power Users would revolt, casual users love it
  • 17.
  • 18.
    Approver UI 18 • Built on Alfresco Share • Uses same forms as Casual Contributor UI • Makes approval easy • Provides more control for advanced users • Copy/Move files • Control permissions • Retire/Expire files • Advanced search • etc.
  • 19.
  • 20.
    Architecture 20 • Built on Alfresco DM • UI Built Using Components from Alfresco Share • Forms Service for Web Page Templates • Content as a Service • Web Site requests content from Alfresco via RESTful APIs • Content Fragments, Queries, Full-Text Search • Simple Workflow for Approval Portal Requests Navigation • Email Notifications eliminates need to log in and check an "inbox" Web Site Alfresco CMS Portal Requests Content or Portal Portal Issues Searches • Folder Actions Author Approver • Attaching aspects, object types, and workflows Portal User Requests Creates/Edits Approves Web Page in Browser Content Content • Automatically filing content based on attribute values • Sending Email Notifications Author Approver Portal User • "Lifecycle" States for Effectivity and Preview
  • 21.