adobe summit 2016 bombardier’s aem implementation for multi-sites management

Bombardier Country Sites

Ken Knitter, Bombardier Inc., @KenKnitterAlberto Vazquez, Valtech Canada, @javomztMarch 2016

Agenda01 - Bombardier 02 - Business case & context03 - Solution and MSM implementation04 - Lessons learned

⧁ Revenues: $18.2 billion⧁ Backlog of $59.2 billion ⧁ Market Capitalization: Cdn $3.1 billion⧁ 70,900 employees⧁ 75 production and engineering sites in 28 countries and a worldwide network of service centres

Bombardier: One Company – Four business segments

⧁ Revenue $7.0 billion

⧁ Backlog $17.2 billion

⧁ Employees

10,400

⧁ Revenue $2.4 billion

⧁ Backlog $11.5 billion

⧁ Employees 5,050

⧁ Revenue $1.8 billion

⧁ Backlog $80 million

⧁ Employees 12,100

Revenue $8.3 billion

Backlog $30.4 billion

Employees 39,400

Bombardier Business Aircraft (BBA)(Fiscal Year ended Dec. 31, 2015)

Bombardier Commercial Aircraft (BCA)(Fiscal Year ended Dec. 31, 2015)

Bombardier Aerostructures and Engineering Services (BAES) (Fiscal Year ended Dec. 31, 2015)

Bombardier Transportation (BT)(Fiscal Year ended Dec. 31, 2015)

Bombardier Inc.(Fiscal Year ended Dec. 31, 2015)

Note: Market Capitalization, backlog and numbers of employees as at December 31 20151. Includes contractual and inactive employees. Subsequent to the end of the fiscal year, we decided to take steps to

optimize our workforce with a combination of manpower reduction and strategic hiring. These figures do not reflect the planned changes.

2. Revenues exclude Corporate and eliminations of $(1.3) billion for the fiscal year ended December 31, 20153. Includes only external backlog

Business case and context

AEM as the newWebsite Platform

The Beginning of our Story⧁ It is 2011…⧁ Bombardier has multiple sites in multiple systems⧁ Technological and decision debt is growing exponentially in

CMS space⧁ No efficient way to collaborate launch global

communications⧁ High costs to support and maintain many different sites

AEM (CQ5) was selectedFirst site, www.Bombardier.com goes live in 2013

Country sitesBusiness Case

Context⧁ Cost, effort, and time to launch each site dependent on

many factors⧁ Bombardier has a presence in 46 countries⧁ Over 15 countries already had local websites⧁ Maintaining branding and governance across divisional and

regional network was exceedingly difficult

Possible Solutions⧁ Do we localize the primary web site?⧁ Do we create smaller one-off country-based websites?⧁ Do we leverage other channels (e.g., Social Media) to

represent in-country activities?

Country sites Business Case

Objectives⧁ Ensure governance⧁ Achieve content syndication⧁ Deliver Multilingual sites

⧁ Promote local enablement⧁ Ability to scale⧁ Control costs

Country sites Business Case

Challenges⧁ Difficult to maintain consistent branding and content

across all sites⧁ Many stakeholders at the table. Each with their own budget

and team:

• 6 Business segments• Shared business • Different organization structure

⧁ Balancing global and local needs

Country Site

B Inc.

Business Aircraft

Commercial Aircraft

Aero Structures

Product Dev. Eng.

Transpor-tation

HR

Gov. relations

Solution and implementation

Types of multi-sites in AEM

⧁ Independent sites

• Built as different applications

• Components built to be shared and customized, or extended

⧁ Multi-site Manager

• Create a website that is used as a template for multiple sites

⧁ But… Why?

• Automatically update one or more sites based on a source site

• Enforce a common base structure and use common content across multiple sites

• Maximize the use of available resources

• Maintain a common look and feel

• Focus efforts on managing the content that differs between the sites

CASE STUDY: BOMBARDIER COUNTRY SITES

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Global + Local

⧁ Global Blueprint

• Leverage previous AEM project

• Only accessible to the global team

• Rollout global changes as needed

• New language branches as needed

⧁ Country Live-copy

• Country team access only to country site

• Local team manages content identified as local

• No access to edit pages with global content

• No rights to break inheritance of selected components

• No rights to change the structure of the site

CASE STUDY: BOMBARDIER COUNTRY SITES

Content Syndication

⧁ Separate structure for shareable content

• News

• Events

• Biographies

• Media galleries

• FAQs

• Contacts

• Country information

• Physical sites information

• Projects information⧁ Website specific folders to separate groups⧁ Templates and components in websites consume based on

folder location and tags

User management

⧁ Multiple user groups ⧁ Global authors

• Permissions to create and edit, content in the global blueprint and country sites

• Allowed to roll-out changes to the country sites⧁ Local authors

• Able to edit content on the allowed sections of the local site

• Not allowed to publish content⧁ Local publishers

• Able to edit and publish content on the allowed sections of the local sites

CASE STUDY: BOMBARDIER COUNTRY SITES

CASE STUDY: BOMBARDIER COUNTRY SITES

Language management

⧁ Blueprint

• Manage language masters ⧁ Country-site

• Each country has at least 2 languages

• Each language is a live-copy of the master

Results

Objectives

met

Objectives⧁ Ensure governance⧁ Achieve content syndication⧁ Deliver Multilingual sites

⧁ Promote local enablement⧁ Ability to scale⧁ Control costs

Lessons learned

Before CMS

Promise of CMS

CMS Reality

Curse of the CMS

Let me wave my content magic wand

⧁ 9 times out of 10 technology identified as the issue.

⧁ However once the technology is delivered the content rarely follows.

⧁ Content production is hard. Most communication teams are not structured for full and regular production.

• “Creating content for a brand is like running a news room” (Tara Hunt 2013)

• “the newsroom-like style in which we now manage our social media activities” (David Edelman & Marc Singer 2012)

⧁ Remember content is currency of the web, not the underlying technology.

Do you really know your requirements?

⧁ Resist the urge to solve the problem on the first development attempt

⧁ Use minimal viable product (MVP) model to launch and understand real requirements

Graphs to Grok Agile

Betting the farm

Hedging your bets

Counting Cards

thank you

@KenKnitter@javomzt

Inheritance

⧁ It signifies a relationship from one content source to a receiving content (component level)

• Inheritance paragraph System (iparsys)

• MSM

• Inheritance paragraph System (iparsys)

• Independent from MSM

• Component that allows to be used as a “source” for other iparsys components used in the hierarchy of the page structure

• Content on the component of the parent page is “inherited” by the children (per level)

• Cumulative content as we progress down the structure

• Disabling inheritance vs cancelling inheritance

• If cancelled, the components in selected paragraph system are not passed down to the child pages.

• If disabled, components of selected paragraph system on this page are not inherited from the parent page.

What is “inheritance”?MSM CONCEPTS

Page template example:

⧁ In the MSM

• In a live-copy, all of the content is “inherited” from the blueprint.

• A one-way relationship with the blueprint:

• If the blueprint changes, the live-copy changes

• Local content must cancel inheritance

• Components with cancelled inheritance do not receive any updates from blueprint

• Re-instating inheritance will link back to the source component

What is “inheritance” in MSM contextMSM CONCEPTS

Permissions and user management

⧁ AEM recommends to manage permission with user groups

• Access to specific sites/sections

• Different rights per site/sections

• Each site has their own group of users

⧁ For MSM implementations, we’ve adopted a simple approach per website and per access level

• 2 user groups per country site, authors (no activation rights) and approvers (no editing rights)

• 1+ site admin with both levels

Permissions and user managementMSM CONCEPTS

⧁ Workflows in AEM should be kept simple⧁ Create workflows for repetitive actions that can be automated

• Creation of renditions

• Translations

• Approvals⧁ Multi-step workflows for approvals and collaboration were improved on AEM 6.1

Users and workflowsMSM CONCEPTS

Component re-use

⧁ Blueprint and live-copies

• Technically using the same set of templates and components

• No custom components for specific live-copies⧁ Stand-alone sites

• Component for reuse must be planned and follow basic best-practices

• Design for extension with minimal markup

• Reduced dependencies

• “Pattern library” of shared components should be separate from site-specific components

• “Master” components should be inherited and modified per site, not duplicated and modified

• Its best to ‘componentize’ the components, rather than modify

Component reuseMSM CONCEPTS