More Related Content More from Prescient Digital Media (20) Choosing An Intranet Technology Platform (January 2011)1. Choosing An
Intranet Technology Platform
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Toby Ward, Prescient Digital Media
Heather MacFayden, Falcon-Software
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2. Prescient Digital Media
We build highly effective websites & intranets.
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3. Falcon-Software Co.
Specializing in web content management solutions.
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4. Agenda
Technology platforms
Web content management systems (WCMS)
Enterprise content management systems (ECMS)
Portals
Selecting a solution
Planning for success
Q&A
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6. Web Content Management Systems
(WCMS)
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7. A WCMS
Web software solution for creating, publishing and managing content
such as HTML and XML on intranet, extranets and websites
Database driven solutions that allow non-techie business users, to self-
publish and manage their own content
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8. Key characteristics
WYSIWYG editor – easy to use
Search – a search engine
Templates – pre-configured templates for different content
Image management – feature set for managing photos
Link management – links always point to the right content
Multilingual publishing – create, publish and manage content in multiple
languages
Content syndication – publish content once and have it update and
syndicate to multiple pages and sources
Versioning / Archiving – ability to retain and restore content
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10. WCMS example - Sitecore
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11. Sitecore example from Falcon
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12. Pros / Cons
Pros
Quick, easy web page publishing
Low cost publishing
Minimal publisher training
Comparatively quick deployment cycle
Navigation and design standards
Comparatively lower implementation costs (out-of-the-box)
Improved managed accessibility compliance
Cons
Moderate to poor security
Limited feature set
Limited or no taxonomies for tagging and classifying content
Fulfilling legal and regulatory compliance for information management
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13. Key vendors
•IBM Lotus Web Content Management
•OpenText Vignette Content Management
•Oracle Universal Web Content Management
•Day
•Fatwire
•Percussion
•Sitecore
•SDL Tridion
•Clickability
•Ektron
•Kentico
•EPiServer
•Telerik Sitefinity
•DotNetNuke (open source WCMS)
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15. An ECMS
Bigger, broader solutions for organizing and storing enterprise
content that often include multiple CMS solutions including:
Web content management
Document management
Records management
Digital asset management
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16. Key characteristics
Workflow management / Business process management –
approval and governance processes
Enterprise Search – a search engine that indexes the content and
returns search query results for content from a variety of sources,
including web pages, various databases, document repositories,
etc.
Document management – publishing, storing, and managing
documents (e.g. Word, PDF)
Web content management (WCMS)
Digital asset management – the annotation, cataloguing, storage,
and retrieval of digital assets.
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19. Alfresco Workflow
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20. Pros / Cons
Pros
Structured and rule-based information management
Built-in security
Multiple business requirement functions
Fulfilling legal and regulatory compliance for information management
Taxonomies for tagging and classifying content
Defined roles and responsibilities
Cons
Poor usability
Lengthy and complex user training
Poor web content management publishing
Vendor documentation and support
Confusing interfaces
Non-compliant accessibility
Licensing costs
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21. Key vendors
Alfresco Enterprise (open source ECM)
Autonomy Interwoven (ECM and search)
EMC Documentum
IBM Filenet
Mindtouch (Social media platform and ECM)
OpenText
Oracle ECM
SpringCM
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22. Portals
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23. A Portal
Provides a framework for integrating many different applications and
processes across organizations and is noted for three over-arching
characteristics:
Application integration
Federated / enterprise search
Security (authentication / authorization)
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24. Key characteristics
Application integration – linking enterprise applications such as Business
Intelligence (BI), Customer Relationship Management (CRM), ECM,
WCM, databases, etc.
Service oriented architecture (SOA) – framework for integrating disparate
resources and applications written in different languages on different
systems to be accessed and retrieved by a single composite application,
such as a portal
Security – authentication and authorization of users (user
personalization)
Federated / Enterprise Search – a search engine that indexes the content
and returns search query results for content from a variety of sources,
including web pages, various databases, document repositories, etc.
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28. Portal
Pros
All-in-one type solutions negating the need for multiple solutions
Powerful solution and feature sets that can satisfy dozens if not
hundreds of business requirements
One source and destination for information indexing and retrieval
Defined roles and responsibilities
Access controls to content
Security rules and identity management policies
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29. Portal
Cons
Long deployment cycles
Poor usability
Application and ‘gadget’ overkill
Non-compliant accessibility
Non-standard coding
Proprietary application servers and software
Confusing interfaces
Limited solution market
Limited developer / skills / support market
Expensive licensing
Expensive support and maintenance
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30. Key vendors
Broadvision K2(ecommerce and portal solution)
IBM Websphere (portal solution)
Microsoft SharePoint (web development platform & portal solution)
OpenText Vignette Portal (portal and ECM)
Oracle Webcenter (middleware and portal solution)
Oracle Weblogic (middleware and portal solution)
Red Hat JBoss Enterprise Portal (open source portal solution)
SAP Netweaver (ERP portal)
eXo Portal (open source portal)
Liferay Portal (open source portal)
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32. Selecting A Solution
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33. Intranet Methodology
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34. Vendor evaluations
Assessment & planning will determine and detail all of your specific
requirements
Business and functionality requirements become your solution
requirements and evaluation criteria
Evaluation criteria are used to determine vendor short list
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35. Solution Evaluations
Undertake macro evaluations
Tailored product demos
Open or closed (invitation) RFP
Closed RFP to specific vendors will shorten the decision cycle but narrow
the field
RFP process is normally 2 weeks to 2 months depending on the complexity
of the project
Send out RFP
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36. Researching the right CMS solution
Build a detailed evaluation criteria
Map business requirements, desired features, constraints (e.g. budget),
tiered solution (enterprise, SMB, open-source/“free”)
Prescient’s proprietary CMS Evaluation matrix
Based on dozens of evaluations, hundreds of vendor solutions
feature list
Add/refine features list
Apply weighting to every feature and grouping
Score solutions out of 100
Top 3-6 scores are shortlisted for RFP
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37. Criteria
Gartner’s 6 key evaluation criteria:
1. Functionality 30%
2. Technical architecture (IT fit) 10%
3. Investment Cost (buying, install, support, etc.) 20%
4. Services provided for implementation 15%
5. Vendor viability (finances, customer base, references, methodology)
15%
6. Vision of vendor (evolution of product) 10%
Source: Gartner audio conference, January 14, 2003
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38. RFP Objectives
Make the vendors *earn* your business
Identify the best technical solution
Identify the best functional solution
Identify the best team
Identify the best price
Ensure the vendor / solution is solid
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39. RFP Requirements
Vendor overview
Vendor experience
Solution functional specifications
Solution technical specifications
Product demo or screenshots
Licensing & implementation costs
Product technical requirements
Project team bios, skills overview & experience
Client portfolio AND references
Detailed timeline
Ongoing service & support commitment
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40. Evaluation & selection
Secure access to “sandbox” for hands-on testing/demo
Evaluate documented responses
Schedule vendor demonstrations/presentations
Score presentations, responses
Client discussion, selection
Award contract, draft, sign-off
More information:
Cadillac vs. Hyundai CMSs
All Gassed Up and Ready To Go!
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41. The price
Licensing
All the
other
costs
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42. How much money?!?!
Licensing:
Typically represents 10 – 20% of the total cost
Implementation:
Typically runs 4x – 8x licensing
Support:
Typically run 10% - 30% of the licensing cost – every year
Application integration:
Not included
Staffing ?? Content ??
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43. CMS Blueprint – Sample Project Timeline
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44. Money-saving process
Put the technology solution on HOLD for a few weeks and invest in a
detailed blueprint
Contract a planning consultant
Blueprint must be TECHNOLOGY NEUTRAL
Use blueprint to build requirements and criteria for intranet delivery
solution (IDS)
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45. Additional Reading
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46. www.Prescie
ntDigital.com
www.PrescientDigital.com
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47. www.Prescie
ntDigital.com
www.PrescientDigital.com
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48. www.Prescie
ntDigital.com
www.PrescientDigital.com
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49. How to get the report
www.prescientdigital.com
Whitepapers
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54. Q&A
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