Critical Success Factors: Separating Fact from Fantasy

22
Content management success: Separating fact from fantasy, marketing from mayhem, silliness from sensibility

description

Presented by Rahel Bailie at Documentation and Training West, May 6-9, 2008 in Vancouver,BCThere are many ways to skin a content management project, and the skeletons of CM projects gone awry, or even abandoned before conception, line the ditches to prove it. Of all the critical factors on a content management project, why is all the talk about technology? Separate fact from fantasy, marketing from mayhem, and figure out where to focus your energies to make your content management process a success.

Transcript of Critical Success Factors: Separating Fact from Fantasy

Page 1: Critical Success Factors: Separating Fact from Fantasy

Content management success:

Separating fact from fantasy, marketing from mayhem, silliness from sensibility

Page 2: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Purpose of this session

Look at some facts, fallacies, and fantasiesDissect some of the marketing speakIdentify the critical success pointsShare experiences, information, questions

Page 3: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Finding the right tool

Changing productionprocesses

Changemanagement

Fallacy: Tools are the engine

Page 4: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Finding the right tool

Process control

Change management

Fact: Tools are the caboose

Page 5: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fallacy: Easy as reading a book

Learning content management is like learning a new software language“Just read a book”

Page 6: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fact: CM projects are complex

Multiple skill sets:• Content architect• Content structure

editor• Taxonomist• Template designer• Information architect• XML technologist• XSL developer

Multiple roles:• Project manager• Content architect• CMS Administrator

Multiple phases:• Requirements analysis• Content analysis• Technology analysis

Page 7: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fallacy: Focus on features

Page 8: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fantasy: Install, input, output

Page 9: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fact: Build, buy, rent?

Do you haveenough in-house resources

What kind of contentprocessingpower do youneed

Areyourprocesses documented

How muchcustom workis needed

Can thesoftwaresupport your needs

What isthe TCO

Page 10: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Marketing vs mayhem

Smart clientComponent content managementMulti-user enabled clientCross-media or multi-channel publishingIntegrates with popular translation and publishing toolsDITA-compatibleFeature-rich XML solution

Page 11: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Marketing and feature speak

No standard industry vocabularyFeatures give competitive advantage:• Image resizing – Automatic? Batch?

Choices of outputs? Included or custom work?

• Authentication – What type does it refer to?

• Friendly URLs – same as “URL rewrites”?

Page 12: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Fact: It’s not what, it’s how

Not: Does the product have workflow?But: Does your product’s workflow support how we need to work in our organization?

Not: Does the product have verisoning?But: How does your product do version control, and keep audit trails?

Page 13: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Successful CMS projects

What does success look like?

Page 14: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Silliness: Tools driven project

1. IT hears about a CMS.2. The CMS gets installed.3. Your group is told to use it.4. You find it lacks the right functionality.5. You don’t get the resources to customize it.6. The project goes sideways.7. You go back to manual processing, and IT

brands your group “uncooperative.”

Page 15: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Sensibility: Process-driven project

Used under Creative Commons

(c) 2006 CM Professionals

Page 16: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Insist on a project plan

Activity

Wk 1

Wk 2

Wk 3

Wk 4

Wk 5

Wk 6

Wk 7

Wk 8

Wk 9

Wk 10

Wk 11

Wk 12

Do this

Do this

Do this

Do this

Do this

Do this

Page 17: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Handle process issues

Where will the content

be stored

Will ourdocs getrestructuredWill we

changeproductionprocesses

Whatabout our translations

Does the project fitwith our corporate strategy

Do we have totag everything

Page 18: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Handle governance issues

Who owns the content

Who will enforce the processesWho

will own the budget

Is there enoughpolitical will

Who will own the process

Will ourstaff cope

Page 19: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Adopt a naturalistic system

Better usability

Betterprocesses

Higherrate of

acceptance

Page 20: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Consider change management

Get cross-dept buy-in

Get exec. commitment

Make it easy,easy, easy

All clear abouthows and whys

Training, follow-up,evangelize,iterate

Plan, decide, communicate

Page 21: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Share information

Share experiences with other usersTalk to peers at conferencesTalk to other system usersTalk to vendors, thenTalk to more usersTalk with technical folksAsk lots and lots of questions

Page 22: Critical Success Factors: Separating Fact from Fantasy

© 2008 Intentional Design Inc.

Contact info:

Rahel Anne Bailie [email protected]

Intentional Design Inc.+1.604.837.0034www.IntentionalDesign.ca

Discussion