cms and portals | how do they really work?
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Copyright © 2007 CMS Watch | All Rights Reserved
CMS and Portals | How do they really work?
IA Summit, Las Vegas | March 24, 2007
Tony Byrne & Theresa Reglitbyrne@cmswatch.com
tregli@cmswatch.com
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 2
About CMS Watch
The Web CMS Report evaluates 30 Web CMS packages.
Enterprise Search Report evaluates 28 Search vendors.
Coming soon: • The ECM Suites Report• Web Analytics Report• Portal Project Starter Kit
Enterprise Portals Report evaluates 15 major Enterprise Portals vendors.
Independent evaluations of content technologies & practices
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 3
Agenda
• Fundamental differences between Web CMS and Portal • Looking at systems based on personas, business scenarios,
usability• Typical surprises IAs encounter about how the technology
works on the "back end"• Best practices for how IAs can effectively impact CMS and
Portal implementations
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 4
About CMS Watch
Industry-leading, scalable solution for the enterprise, fully customizable for your needs, with robust API, Web Services support, and lowest TCO in its class, blah, blah, blah…
How does it work? How much does it really cost? What’s wrong with it? Who are their real competitors? Do their consultants know my industry? Will my co-workers actually use it?
“Markets are Conversations” -- Cluetrain Manifesto
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What does a CMS do?
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Layers of ServicesWhat does a portal do?
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Layers of ServicesWhat does a portal look like?
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Acquisition Management Categorization DeliveryComposition
browsertext, images, video
feed
Reuter, AFP, AP, RSS
word processorsWord, Notes
enterprise systems
ERP, CRM, legacy, Quark Xpress
import toolimporting existing sites
object managementediting, revision
tracking, workflow, versioning
search
automatic/ manual categorization
creating the user
experience
webInternet, Intranet, Extranet
mediasSMS, WAP, 3G, PDA
printPDF, Quark XPress
emailalerts, newsletters
syndication web feeds (RSS)
taxonomy
CMS Portal software?
What do you get in a portal vs. a CMS?
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 9
Agenda
• Fundamental differences between Web CMS and Portal Looking at systems based on personas, business
scenarios, usabilityImportance of scenariosThe usability conundrum
• Typical surprises IAs encounter about how the technology works on the "back end"• Implications for content modeling, navigation, and design
• Best practices for how IAs can effectively impact CMS and Portal implementations
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 10
Usability: CMS vs. Portal / Situational vs. Canonical
OR
"People designing applications are looking for rules, but practitioners know that it is situational: you could install the right widget, but if it's not prominent enough, it won't work."
-- Steve Krug“The Canonical Intranet
Homepage”-- source: useit.com
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Tell a (testable) Story
The larger the group, the simpler the tool…
Understanding Needs | Scenarios and Personas for the “Back End”
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 12
CMS Usability? All over the map…
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 13
Products > MOSS 2007Portal Usability? Very dashboard-oriented
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Agenda
• Fundamental differences between Web CMS and Portal • Looking at systems based on personas, business scenarios,
usability Typical surprises IAs encounter about how the
technology works on the "back end.” Implications for Content modelingNavigationDesign
• Best practices for how IAs can effectively impact CMS and Portal implementations
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 15
• It’s not just about the front end user experience!• Or at least: what you want on the front end has
major implications on the back end. In other words…
• Information architecture is like “the force” when it comes to implementing these technologies: the great unifier, what the systems need to bring content together and display it accurately
• Many Web CM and Portal systems rely on solid metadata and classifications in order to be able to do *anything*
• How you choose to model content in the repository, and how the system you choose leverages taxonomy, greatly influences the business value you can realize
What does all this mean for an IA?
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 16
Consists of categories and sub-categories to classify complex semi-conductor products
Example | Analog Devices
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 17
• Product Taxonomy• Hierarchy of products• Leaf elements are products • Require at least one product
• Content Taxonomy• Hierarchy of content types• Leaf elements are content
types• Require at least one sub-
type
Application Notes
EE Notes
AD8320
AD8322
AD8324
Broadband Amplifiers
Broadband Products
Related Tech Info
Technical Articles
These are managed in separate repositories!
Two Taxonomies
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Category-specificpress release
Product-specific press release
Press Release
“Placeless” vs. “Placeful” content | Applying business logic
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 19
Product and content taxos are linked via business logic, creating information suite around a single item.
Content granularity is key in this scenario.
How content is modeled changes what the system can do
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 20
Content granularity enabling user experience
• Category-specific content
• Categories in taxonomy leveraged to dynamically create category-specific product listings
• Content granularity enables product comparison
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 21
• Taxonomies are made up of product and content types• Content items have a type and are tagged with products• This relationship is used to build pages
Content Item ADI Announces New Product
Content Types Metadata
AD8320Press Releases
Web Laws
Bridge Laws
Content Types Metadata
Broadband AmplifiersRelated Tech Info
Data Sheets
Data Sheets
Press Releases
Press Releases
Broadband Amplifiers
AD8320 AD8321 AD8322
Logic Behind the Presentation
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 22
BroadbandAmplifiers
Related TechInfo
Related TechInfo
Press Releases OR Data Sheets
AD8320 AND (Press Releases OR Data Sheets)
(AD8320 OR AD8132 OR AD8122) AND (Press Releases OR Data Sheets)
AD8320 Related TechInfo
=
=
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Content For: Query For:
Good “back-end” IAs can “think like a CMS”
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 23
EPA > Topics
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 24
Best Practices for IAs
• “Think like the system”• Know how the system and content model affects both the
content contributor and content consumer.• Develop personas and scenarios for the “back end” – they’re
not just for end-users of the web site• Think about the process implications of content analysis• Become a CMS/Portal user advocate
• (If only because no one else will!)
• Advocate for better application usability
Copyright © 2007 CMS Watch | www.cmswatch.com IA Summit, Las Vegas, March 2007 25
tbyrne@cmswatch.com
tregli@cmswatch.com
www.cmswatch.com
Contact InfoThank you!
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