The document outlines a presentation agenda for selecting a web content management system (CMS), including a lifecycle process, marketing criteria, and best practices. Non-linear Creations Inc. is introduced as the presenter, highlighting their experience and service capabilities across several locations. Key topics covered include governance, technology planning, implementation, training, content migration, quality assurance, and trends in CMS deployment.

1. non-linear creations inc.Choosing the Right Web Content Management Solution

2. Agenda| Toronto | Calgary | Ottawa | Regina | New York2

3. AgendaVery quick introductionsCMS deployment life cycleSteps to selecting a CMSKey marketing criteria powering CMS selectionTrends and best practices in CMS deploymentDemonstration of Sitecore CMSQuestions and AnswersTORONTO | OTTAWA | NEW YORK | CALGARY | REGINA3

4. Introductions| Toronto | Calgary | Ottawa | Regina | New York4

5. Who We AreRandy Woods, EVPCo-founder of non-linear creationsLead the NLC Business Performance GroupGlen McInnis, Practice Lead, ECM TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA5

6. Our executive summaryFounded in 199555+ full-time specialists Offices Toronto, Ottawa, Regina, Calgary, NYC with global client basePrivately held, profitable & stableCapable of providing service in multiple languages (English, French, Spanish, Mandarin, Cantonese, Russian….)Our Goal: client success, full stop.Our Approach: leverage the potential of internet technologies to deliver business valueOur Result: extensive list of reference-able clients in private and public sector| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.29976Technology Partnerships

7. NLC Solutions GroupsTORONTO | OTTAWA | NEW YORK | CALGARY | REGINA7DIGITAL STRATEGYCUSTOMER & EMPLOYEE SOLTIONSTECHNOLOGY SERVICESDIGITAL MARKETING & ANALYTICSBUSINESS PERFORMANCE FRAMEWORKCONTENT MANAGEMENTEMAIL MARKETINGENTERPRISE SEARCHINFORMATION ARCHITECTURE & UX DESIGNSEARCH ENGINE MARKETINGSOCIAL COMPUTINGSOCIAL MEDIA MARKETINGANALYTICS AND CONVERSION OPTMIZATIONCUSTOM APPLICATION DEVELOPMENT AND INTEGRATIONGMICROSITES & MULTIMEDIA

8. A few of our clients| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.29978

9. Thought LeadershipNonlinear.ca/whitepaperChoosing a Web Content Management SystemEffective Visual Design Strategy for CMSSix Tips for Delivering Faceted Navigation within a CMS-Driven WebsiteBest Practices for Building Your CMS ArchitectureSEO and CMS: Implementing Best PracticesPlanning for Success: Best Practices in CMS GovernanceNonlinear.ca/blogPersuasion and Information Architecture: 5 tipsDemystifying Dynamic Content ManagementSEO, CMS and the Gilbane Boston ShowDrive Business Results from your CMS DeploymentContent Management, Internet Marketing and the LawCan you really calculate the ROI of web content management? TORONTO | OTTAWA | NEW YORK | CALGARY | REGINA9

10. Follow Uswww.twitter.com/nonlinear_tweetwww.twitter.com/RandyWoodswww.twitter.com/GlenMcInnis| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299710

11. CMS Deployment LifeCycleTORONTO | OTTAWA | NEW YORK | CALGARY | REGINA11

12. CMS Deployment Lifecycle| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299712

13. Set ObjectivesDefine success in advance and map to metricsExamples:| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299713

14. Set ObjectivesNLC Performance Framework: An approach to setting objectivesIdentify corporate prioritiesBroad stakeholder interviewsMap online tactics to corporate objectivesDefine measurable outcomes| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299714

15. Set Objectiveswww.nonlinear.ca/whitepaper| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299715

16. Governance & Tech PlanningGovernanceAuthorship ModelTranslationApprovalsArchivingResponsibilities for OutcomesTech PlanningTemplate InventoryIntegration PlanCustom FunctionalityContent Migration PlanInfrastructure Plan| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299716

17. Implementation & IntegrationIntranetExtranetPortalRecords management CRMDigital Rights ManagementKnowledge ManagementLearning management systemBusiness IntelligenceProduct catalogueDocument managementCustom database content Employee directoryCollaboration systemSurvey engineForums/chatHR job application formsExternal workflow or business process management systemBack-office systems| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299717

18. TrainingView CMS Deployment as an opportunity to drive business improvementsToo often a CMS simply allows organizations to publish low quality, low value content more efficientlyConsider an integrated training package that extends beyond just CMS end user instruction| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299718

19. Training| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299719

20. Content MigrationTakes longer and costs moreAutomate if:Consistently structuredIdentical information architectureManual if:New information architectureSubstantially new content| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299720

21. Quality AssuranceTraditional QA approach is inappropriateTest cases should map to governance plan & technical planTests to be passed:John is supposed to be the only one who can edit this content - is he? Legal needs to review all content in this area – is this enforced?| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299721

22. Common Steps I Left OutInformation ArchitectureGraphic DesignContent CreationContent TranslationSearch Engine OptimizationSocial Media IntegrationGo Live| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299722

23. Selecting a CMSTORONTO | OTTAWA | NEW YORK | CALGARY | REGINA23

24. A Model for CMS Selection| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299724

25. Technical EnvironmentImplementation Assistance RequiredContent Migration Assistance RequiredTraining & Support Requirements| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299725

26. Contractual hoops based on $$ thresholds?Can you procure both software and services simultaneously?What service model are you equipped to manage?Fixed costStaged fixed costTime and materials| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299726

27. Drive scenarios from business objectivesEnsure each actor is representedDefine what is to happen, but not howRank importance of each scenarioInclude integration points in scenarios| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299727

28. Decide how you will evaluate potential integration partnersKey criteria:Proven and sensible methodology for deploymentSkill sets that map to your project requirement (IA, IT Infrastructure, Design, Training, etc.)Strong track record with the productCredible case studies detailing comparable deployments| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299728

29. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299729EktronCoreMediaMagnoliaOpentext/ReddotDay SoftwareSitecoreOracle StellentClickabilityAlfescoVignettePercussionOpenCMSSDL TridionCrown PeakFatWireTypo3Dot Net NukePaper ThinDrupalOmni-Update

30. Closing the DealScore each vendor demo against scenariosSolicit pricing from at least two so that you have price powerCheck references for top vendorConsider proof of concepts if deeply complicated requirements| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299730

31. Recap| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299731

32. Project pitfalls and trends to watchGlen McInnisPractice Area Lead, Enterprise Content Management

33. Agenda4 project pitfalls3 trends to watch and what they mean for web content managementSitecore Demo| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596433

34. Project pitfalls you can avoid| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299734

35. Project pitfallsPoor content author usabilityImplementation team lacks understanding of the chosen productUnmanageable (complex) workflowsNot enough time to write or migrate content| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596435

36. Content author usabilityNot everyone is the same, design templates to account for varied tasks and level of skillTemplates should guide the authors and restrict obvious mistakes: prototype earlyContent samples or snippets should be readily availableTrain with scenarios and retrain periodicallySearch is a must for large repositories| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596436

37. Implementation team does not know the productHave someone on your staff trained by the vendorIf hiring, know a web developer is not a CMS developerFind an experienced partner to help you with the implementationWhen testing the solution be sure to include content author interface, workflows and performance| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596437

38. WorkflowsA CMS is not a collaboration platformWorkflows are meant to provide an approval chain not help you write good contentKeep workflows as simple as possibleSomeone always needs to have the “panic” button in the case of emergency| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596438

39. Allow time to migrateMost people can load 20 – 25 pages of content per dayA 1,000 pages takes at least 40 person daysAutomated migration is an option to consider; you may make some implementation decisions to make it possibleStart preparing content early, as soon as the IA and design is set you can begin| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596439

40. Final thoughtsA clear vision is needed; what is the expected gain from the project?Execution of the vision requires planning and ongoing executive sponsorshipBreak the project into smaller phases, you get some quick returns and make the whole more manageable| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596440

41. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596441Trends

42. PredictionsBy 201220% of companies will have no ownership of IT assets; moved to the cloud and virtualization >> INTEGRATIONBy 2013Mobile phones will replace PC’s as the most common device for Web access >> MOBILITYBy 2015Online marketing will reach $250 billion >>QUICK RESPONSE BASED ON ACTIONABLE METRICS| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596442

43. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299743Future proofing your WCMS

44. Cloud, virtualization, social sites| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596444#1 Integrate

45. Integrate: Products| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596445

46. Integrate: People & process| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596446

47. Integrate: The next big thing| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596447?

48. In a CMS this translates to:A vendor with clear direction for the product, both in the technical architecture and market needsA product with a complete set of API’s and an eye towards securityA vendor with a successful partner channel| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596448

49. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299749#2 Mobility

50. Disjointed set of devices| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299750

51. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299751

52. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299752

53. In a CMS this translates to:Repurpose content by separating the display mechanism from the contentDetection of alternative devicesAwareness of location (future)| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596453

54. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.299754#3 Quick Response

55. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596455Measure siteeffectiveness

56. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596456Coming up short?

57. Test alternatives| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596457

58. Surprising where you end up| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596458

59. A/B and MVT TestingDecide what it is you are monitoring and what trend requires further action.Test a few specific things. Take a risk. Make a bold change to a page or button title. Then tweak based on results.Remember that you are the best judge of what works.| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596459

60. In a CMS this translates to:Integrated analyticsA/B and multivariate testingEmpowered content authors who do not require IT to use the above| www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596460

61. | www.nonlinear.ca ottawa 613.241.2067 toronto 416.203.2997 calgary 403.444.596461Questions

62. Back Up SlidesTORONTO | OTTAWA | NEW YORK | CALGARY | REGINA62

63. Thursday, February 11, 2010Monthly visits up 700%