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Implementing
  Intelligent Content Solutions
Copyright © Joe Gollner 2011
                                  Joe Gollner | www.gollner.ca
Implementation Topics
  Management
    Taking First Steps
     •   Business Considerations, Communication Channels, Project Team
    Managing Risks

  Technology
    Applying Proven Methods
    Adapting Proven Design Patterns

  Intelligent Content Solutions
    Key Concepts
Scenario: Taking a Software Product Global
  Software Company
     Niche Offering
     Traditional Licensing
     Single Unilingual Interface
     Limited Market
     Declining Sales
  New Strategy
     Software as a Service Offering
     App clients
     Multiple Localized Interfaces              This is a scenario
                                        many organizations find themselves
     Global Market                    regardless of what business they are in
Scenario: The Content Dimension
  Content areas
    Marketing
    Sales
    Product support
    Training
    Customer support
    (call center/self-support)
    User generated content
    System documentation
    (requirements, design specifications, test
    scenarios, maintenance instructions…)
    OEM / Supplier component documentation
Taking the First Steps
  Vision
  Strategy
  Business Case
    Strategic
    Tactical
  Charter
    Authority
    Reporting line
                          Scenario
    Resource allocation   Executive expression of the urgency of
    Working budget        the change imperative
                          Example: Nokia’s burning platform
Balancing Business Considerations
  Context                           Scenario
    Market conditions               Timeframe identified for the
                                    demonstration and
    Financial pressures             announcement of a new product
    Key trends                      roadmap & new product offerings
     •   Technology
     •   Consumer behaviour
    Competitive pressures
    Organizational realities
     •   Readiness for change
     •   Competence areas
    Management realities
     •   “Announcables” & Metrics
Opening Communication Channels
 Content initiatives have a special challenge here
   Content represents a potential return
   Must contend for attention
     •   Amid the fray of day-to-day business
     •   “The world always rewards
          skill over knowledge” (Brian Reid)

 Build tactical relationships
 based on
   new capabilities
   new offerings
  Help business partners succeed
Assembling the Implementation Team
  The Real Test of Executive Support
    Latitude to assemble an effective team
  Essential elements
     •   Passion for change
     •   Domain experience & credibility
     •   Management connections
     •   Project management experience
     •   Procurement experience
     •   Communication skills
     •   Experience with innovation tools
           •   Modeling & Markup
           •   Findability & Management
           •   Usability / User experience
Managing Risks
 More than creating & reporting on
 a “risk register”

 Key Risks
   Content initiatives can become
   mis-aligned with:
    •   Business priorities
    •   Market directions
   Content initiatives can become
   inwardly focused & disappear
   from management view
Addressing Legacy Content
  Opportunity
    All new content initiatives will
    have antecedents
    The investment in past content
    has often been great
    Can deliver benefits if it is
    recovered / reused effectively
  Threats
    Can represent
    overwhelming volumes
                                          Often the newest sources
    Often includes material &            can be the most challenging
    structures that must be jettisoned   (e.g., the impenetrable database)
Addressing Legacy Processes
 Opportunities
   Many legacy processes contain valuable,
   even vital, knowledge
   These can be repurposed and
   repositioned in a new world

 Threats
   Many legacy processes were a bad idea
   to begin with & are now out of step
   Champions of legacy ways of doing things
   can be an obstacle
   The good processes risk being tossed out
Addressing Legacy Controls
  Information Technology Group
    Will not typically be attuned to
    content considerations
    Will apply familiar templates
    derived from
     •   Network management
     •   Database administration
     •   Application maintenance       Scenario
    Will emphasize a default           How can the IT group be
    control mentality                  engaged in a content initiative?
     •   Antithetical to “content”     How can IT be made part of the
     •   The most potent risk          intelligent content solution?
Battling Entropy & Barnaclization
  Entropy
    The dissolution of initiative energy
     •   Loss of executive engagement
     •   Loss of key resources
     •   Decline in pace of innovation


  Barnaclization
    The accrual of features
     •   Degenerating responsiveness
     •   Escalating complexity
     •   Increasing brittleness
     •   Climbing operating costs
Accepting the Reality of Intelligent Content
Intelligent Content
Content can be considered intelligent
when it expresses, in an open way,
the full meaning underlying a communication
such that the
data, information and knowledge
being expressed can be easily accessed
and effectively leveraged
by both people and
the software applications
that support them.

Intelligence
The acquisition & application
of knowledge
Accepting Content Complexity
  The three sides of content
  must be held in a delicate balance




                            The risk is that
                            over-emphasis on one
                            dimension undermines
                            the others
                            The point of intersection
                            is highly complex
Intelligent Content in Practice
    A Practical Definition
    Intelligent Content is designed, created, managed and deployed
    using open standards so that the resulting information products
    are exactly tailored to the needs of the user and are efficient to
    maintain & leverage for the content owner.

    Key Concepts
       Portable
       Reusable
       Discoverable
       Contextualized
       Dynamic
       Processable        Dynamic assembly of engaging information products
Building Blocks of Intelligent Content
  Content Components          Technology Components
    Text Modules                Management Systems
    Media Assets                Authoring Environments
    Data Sources                Publishing Processes
    Relationship Links          Discovery Frameworks
    Metadata Properties         Social Media Venues
    Concept Taxonomies          Mobile Devices
    Assembly Maps
    Governing Models
    Processing Rules
    Formatting Instructions
    Distribution Rights
Applying Proven Implementation Methods
The Seven Steps to Intelligent Content
  Strategy – why
  Analysis – what
  Design – how
  Exploration – learn
  Transformation – change
  Validation – confirm
                              It’s about Content evolving in Context
  Deployment – use
Using Standards
  Standards should be used        Scenario
       •   Each has strengths     What standard suggests itself?
       •   Each has limitations   Why? What risks emerge?




  Standard
  Evaluation
  model
Leveraging Open Source
 Strengths & Limitations
   Widely used products tend to be better
   Many open source tools
   have known weaknesses
    •   Testing regimes
        are minimal
    •   Documentation is weak
    •   Support is
        “community based”
    •   Commercial Open Source
        can be attractive
 Great for exploratory
 investments
Building Solid Vendor Relationships
  Vendor community is a key resource
    Experience & expertise
    Technology that is supported
    Customer-driven innovation

  Key tactics
    Maintain competitive pressure
    Avoid the “Big Deal”
    Separate consultancy from
    implementation
    Avoid lock-in
Pursuing Incremental Realization
  Implement solutions incrementally
    Seven steps to intelligent content
    Iterative cycles against a larger strategy & architecture

  Key principles
    Content-oriented architecture
     •   Versus a technology oriented
         architecture
    Modular solution components
    Twinned investments
     •   Open source implementations
     •   Commercial product realizations
Engaging New User Behaviours
 Technologies are not neutral
    An innovation will spark a reaction & new behaviours
     •   Complex system
     •   Probe, sense, react model
 Projects must learn as they progress
  Scenario

  New product offerings is being
  delivered to new users on new devices.

  How could the project team tap into
  what users are doing?
Pursuing Payback (Relentlessly)
  Returning benefits on investments is critical
    Must be measurable & reported

  The Business of Intelligent Content
    A harsh discipline used to force an agile design strategy
     •   For every dollar spent on the solution,
         a second dollar must be spent on
         making content & process improvements
     •   For every two dollars invested,
         there must be four dollars returned
         in the first year

                                  1+1=4
Maintaining Content Independence
  Easy to Say – Hard to Do

  Resist pressure to compromise independence
    Vendor-specific orientations
    Over-engineering
    (spiralling complexity)
    Disciplinary bias
     •   We need to design
         the perfect database!

  Independence is designed
    …and continuously verified
Reducing the Cost of Change
  Future orientation means designing for change

  Sustainable solutions
    Maintainable
    Extensible
    Replaceable
  with minimal cost

  Sustainment cost will
  ultimately determine
  latitude for adaptation
                                 Design for redesign
Making Content the Center of Product Design
 Intelligent Content                  Scenario
  •   Product design                  This is the
                                      end goal
  •   Production
      Processes
  •   Radical
      customization




 Users as
                                        A real world
 product managers                     content strategy
 Products                               for a major
                                       High Tech firm
 as publications                        (circa 2000)
Recalling Key Concepts
  Balancing business
  considerations
  Accepting the reality of
  Intelligent Content
  Engaging new user
  behaviours
  Pursing payback relentlessly
  (1+1=4)
  Maintaining content            Activating a learning cycle where
                                 the value & knowledge persist in
  independence                     the form of intelligent content
Exploring Intelligent Content 2011
                                      Generated from ICC11
                                     Program using Wordle.net
Intelligent Content in the Green Desert
  Tapping the knowledge                  Finding Findability
  New Look Tech Docs                     Measuring Measurement
  Content in the Middle                  Business Fundamentals
  The Social Dimension                   Engaging UX Design
  Going Mobile                           Disciplinary Convergence
  From Pubs to Apps                      Content Strategists Unite
  Integration Matters                    A Hunger for Learning
  Leveraging Vendors                     An Emerging Community
      See Intelligent Content in the Green Desert at www.gollner.ca 
The Four Humors of Intelligent Content (c400 BC)
IMPLEMENT                                                               ENVISION



              Integrated Solutions                   Business Goals
              Dynamic Publishing                    Content Strategy

Phlegmatic                                                               Choleric


Melancholic                                                              Sanguine
                                     Hippocrates


              Performance Metrics                  User Contributions
              Adaptive Control                          Social Media


MANAGE                    www.gollner.ca                                ENGAGE
Making Connections

Joe Gollner
joe@gollner.ca

Gnostyx Research
www.gnostyx.com

Fractal Enterprise Blog
www.gollner.ca

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Implementing Intelligent Content Solutions (Joe Gollner - Intelligent Content 2011)

  • 1. Implementing Intelligent Content Solutions Copyright © Joe Gollner 2011 Joe Gollner | www.gollner.ca
  • 2. Implementation Topics Management Taking First Steps • Business Considerations, Communication Channels, Project Team Managing Risks Technology Applying Proven Methods Adapting Proven Design Patterns Intelligent Content Solutions Key Concepts
  • 3. Scenario: Taking a Software Product Global Software Company Niche Offering Traditional Licensing Single Unilingual Interface Limited Market Declining Sales New Strategy Software as a Service Offering App clients Multiple Localized Interfaces This is a scenario many organizations find themselves Global Market regardless of what business they are in
  • 4. Scenario: The Content Dimension Content areas Marketing Sales Product support Training Customer support (call center/self-support) User generated content System documentation (requirements, design specifications, test scenarios, maintenance instructions…) OEM / Supplier component documentation
  • 5. Taking the First Steps Vision Strategy Business Case Strategic Tactical Charter Authority Reporting line Scenario Resource allocation Executive expression of the urgency of Working budget the change imperative Example: Nokia’s burning platform
  • 6. Balancing Business Considerations Context Scenario Market conditions Timeframe identified for the demonstration and Financial pressures announcement of a new product Key trends roadmap & new product offerings • Technology • Consumer behaviour Competitive pressures Organizational realities • Readiness for change • Competence areas Management realities • “Announcables” & Metrics
  • 7. Opening Communication Channels Content initiatives have a special challenge here Content represents a potential return Must contend for attention • Amid the fray of day-to-day business • “The world always rewards skill over knowledge” (Brian Reid) Build tactical relationships based on new capabilities new offerings Help business partners succeed
  • 8. Assembling the Implementation Team The Real Test of Executive Support Latitude to assemble an effective team Essential elements • Passion for change • Domain experience & credibility • Management connections • Project management experience • Procurement experience • Communication skills • Experience with innovation tools • Modeling & Markup • Findability & Management • Usability / User experience
  • 9. Managing Risks More than creating & reporting on a “risk register” Key Risks Content initiatives can become mis-aligned with: • Business priorities • Market directions Content initiatives can become inwardly focused & disappear from management view
  • 10. Addressing Legacy Content Opportunity All new content initiatives will have antecedents The investment in past content has often been great Can deliver benefits if it is recovered / reused effectively Threats Can represent overwhelming volumes Often the newest sources Often includes material & can be the most challenging structures that must be jettisoned (e.g., the impenetrable database)
  • 11. Addressing Legacy Processes Opportunities Many legacy processes contain valuable, even vital, knowledge These can be repurposed and repositioned in a new world Threats Many legacy processes were a bad idea to begin with & are now out of step Champions of legacy ways of doing things can be an obstacle The good processes risk being tossed out
  • 12. Addressing Legacy Controls Information Technology Group Will not typically be attuned to content considerations Will apply familiar templates derived from • Network management • Database administration • Application maintenance Scenario Will emphasize a default How can the IT group be control mentality engaged in a content initiative? • Antithetical to “content” How can IT be made part of the • The most potent risk intelligent content solution?
  • 13. Battling Entropy & Barnaclization Entropy The dissolution of initiative energy • Loss of executive engagement • Loss of key resources • Decline in pace of innovation Barnaclization The accrual of features • Degenerating responsiveness • Escalating complexity • Increasing brittleness • Climbing operating costs
  • 14. Accepting the Reality of Intelligent Content Intelligent Content Content can be considered intelligent when it expresses, in an open way, the full meaning underlying a communication such that the data, information and knowledge being expressed can be easily accessed and effectively leveraged by both people and the software applications that support them. Intelligence The acquisition & application of knowledge
  • 15. Accepting Content Complexity The three sides of content must be held in a delicate balance The risk is that over-emphasis on one dimension undermines the others The point of intersection is highly complex
  • 16. Intelligent Content in Practice A Practical Definition Intelligent Content is designed, created, managed and deployed using open standards so that the resulting information products are exactly tailored to the needs of the user and are efficient to maintain & leverage for the content owner. Key Concepts Portable Reusable Discoverable Contextualized Dynamic Processable Dynamic assembly of engaging information products
  • 17. Building Blocks of Intelligent Content Content Components Technology Components Text Modules Management Systems Media Assets Authoring Environments Data Sources Publishing Processes Relationship Links Discovery Frameworks Metadata Properties Social Media Venues Concept Taxonomies Mobile Devices Assembly Maps Governing Models Processing Rules Formatting Instructions Distribution Rights
  • 18. Applying Proven Implementation Methods The Seven Steps to Intelligent Content Strategy – why Analysis – what Design – how Exploration – learn Transformation – change Validation – confirm It’s about Content evolving in Context Deployment – use
  • 19. Using Standards Standards should be used Scenario • Each has strengths What standard suggests itself? • Each has limitations Why? What risks emerge? Standard Evaluation model
  • 20. Leveraging Open Source Strengths & Limitations Widely used products tend to be better Many open source tools have known weaknesses • Testing regimes are minimal • Documentation is weak • Support is “community based” • Commercial Open Source can be attractive Great for exploratory investments
  • 21. Building Solid Vendor Relationships Vendor community is a key resource Experience & expertise Technology that is supported Customer-driven innovation Key tactics Maintain competitive pressure Avoid the “Big Deal” Separate consultancy from implementation Avoid lock-in
  • 22. Pursuing Incremental Realization Implement solutions incrementally Seven steps to intelligent content Iterative cycles against a larger strategy & architecture Key principles Content-oriented architecture • Versus a technology oriented architecture Modular solution components Twinned investments • Open source implementations • Commercial product realizations
  • 23. Engaging New User Behaviours Technologies are not neutral An innovation will spark a reaction & new behaviours • Complex system • Probe, sense, react model Projects must learn as they progress Scenario New product offerings is being delivered to new users on new devices. How could the project team tap into what users are doing?
  • 24. Pursuing Payback (Relentlessly) Returning benefits on investments is critical Must be measurable & reported The Business of Intelligent Content A harsh discipline used to force an agile design strategy • For every dollar spent on the solution, a second dollar must be spent on making content & process improvements • For every two dollars invested, there must be four dollars returned in the first year 1+1=4
  • 25. Maintaining Content Independence Easy to Say – Hard to Do Resist pressure to compromise independence Vendor-specific orientations Over-engineering (spiralling complexity) Disciplinary bias • We need to design the perfect database! Independence is designed …and continuously verified
  • 26. Reducing the Cost of Change Future orientation means designing for change Sustainable solutions Maintainable Extensible Replaceable with minimal cost Sustainment cost will ultimately determine latitude for adaptation Design for redesign
  • 27. Making Content the Center of Product Design Intelligent Content Scenario • Product design This is the end goal • Production Processes • Radical customization Users as A real world product managers content strategy Products for a major High Tech firm as publications (circa 2000)
  • 28. Recalling Key Concepts Balancing business considerations Accepting the reality of Intelligent Content Engaging new user behaviours Pursing payback relentlessly (1+1=4) Maintaining content Activating a learning cycle where the value & knowledge persist in independence the form of intelligent content
  • 29. Exploring Intelligent Content 2011 Generated from ICC11 Program using Wordle.net
  • 30. Intelligent Content in the Green Desert Tapping the knowledge Finding Findability New Look Tech Docs Measuring Measurement Content in the Middle Business Fundamentals The Social Dimension Engaging UX Design Going Mobile Disciplinary Convergence From Pubs to Apps Content Strategists Unite Integration Matters A Hunger for Learning Leveraging Vendors An Emerging Community See Intelligent Content in the Green Desert at www.gollner.ca 
  • 31. The Four Humors of Intelligent Content (c400 BC) IMPLEMENT ENVISION Integrated Solutions Business Goals Dynamic Publishing Content Strategy Phlegmatic Choleric Melancholic Sanguine Hippocrates Performance Metrics User Contributions Adaptive Control Social Media MANAGE www.gollner.ca ENGAGE
  • 32. Making Connections Joe Gollner joe@gollner.ca Gnostyx Research www.gnostyx.com Fractal Enterprise Blog www.gollner.ca