The document summarizes key points from a presentation on successful processes for selecting a content management system. It discusses defining requirements, evaluating vendors, conducting proofs of concept, and negotiating acquisition. Specific examples are provided of technology acquisition scenarios for a professional services firm selecting a web content management system, a reference publisher implementing XML, and a technology company choosing a globalization management system. Factors for technology team members to impact the acquisition process are also outlined.

1. Successful Processes for Selecting a Content Management System How to Become an Expert in Technology Acquisition Mary Laplante and Geoff Bock The Gilbane Group October 2007

2. The Opportunity $2.9 billion US in 2007 Compound annual growth rate of 12.9% Size of the ECM Market, based on worldwide total software revenue -- Gartner Through 2011 -- Gartner

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7. CM Professionals CM Pros Join. Share. Succeed. CM Pros is an international community of practice advancing the field of content management. Its members reflect the cross-disciplinary nature of the field, and share a passion for managing content effectively. CM Pros helps members to succeed by enhancing their knowledge and expertise, sharing practices, and connecting corporate and individual practitioners to further develop the industry as a strategic business imperative.

9. 1: Acquisition: solutions, not tools

12. Setting the Course for Your Enterprise “ If a manager explains, ‘we have to cast this Portal investment as a Web 2.0 project to get it funded,’ I will deliver the bad news that their tactic is shortsighted and bodes poorly for the long-term success of the system. So what should you do? Approach leadership as directly as possible, with a very, very clear business rationale. This is real ‘enterprise architecture,’ sans diagrams. If you cannot make a case for how your IT project supports the business strategically , then you should reconsider your bearings. Some people say the direct approach is naive. So be it. The best way to get essential senior support for a successful technology project is to give enterprise leadership a chance...to lead .” -- Tony Byrne, CMS Watch

13. 2: Technology Acquisition Scenarios WCM at a professional services firm XML at a reference publisher Globalization management system at a technology company

14. WCM for a Professional Services Firm Gather Requirements and Prioritize Establish a Vendor Ranking System

16. WCM for a Professional Services Firm Gather Requirements and Prioritize Establish a Vendor Ranking System Issue a Request for Proposal Score the Vendor Responses Arrange Demos with Short-Listed Vendors 2-3 Day PoC Negotiate Acquisition

17. XML for a Reference Publisher Review existing requirements document Issue a Request for Information Develop supplemental materials Issue RFP to vendors indicating serious interest PoC with 1-2 vendors Negotiate Acquisition

20. 3: Five Points of Impact How you can deliver value as a member of the acquisition team

21. Making the business case Cost savings + revenues = executive picture Satisfy customers Comply with regulations

22. Distilling the key requirements Focus and avoid distraction

23. Choosing Acquisition Tools Help or hinder the process?

24. Winnowing to the short list Avoiding temptation to include favorites

25. Scoping the PoC Creating a win-win for you and the vendor To pay or not to pay?

26. Investigating Software-as-Service Offers

28. Evidence: By the Numbers 30% of all new software $10.7 billion US Will be delivered as a service by 2010. -- Gartner Worldwide spending on SaaS in 2009. -- IDC

29. 4. Closing Comments