finding your needle in the cms haystack

Finding Your Needle in the CMS Haystack 5 Keys to Selecting the right CMS Technology and Service Provider

Cathy McKnight and Mary Laplante March 26, 2014 www.digitalclaritygroup.com

What’s so hard about this?

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CMS market reality

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Needle finding aid

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Digital Clarity Group Deep engagement with users and buyers

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Cathy McKnight

Founding Partner

Principal Analyst covering WCM, MAP, Smarter Workforce

DCG Consulting Practice Lead

Consulting experience with IBM, Prescient Digital Media, and Aon Hewett

Runner, gardener, mother.

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Today’s topics

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1. Context: defining “selection” 2. 5 keys for choosing the right CMS

technology and service provider 3. Resources 4. Q & A

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About Digital Clarity Group

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Defining selection scope

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1. Any B2…

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Defining selection scope

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1. Any B2…

2. Technology & Service Provider

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Technology alone is not a solution

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The “Three I’s” turn software into a solution Implementation Integration Incorporation

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Defining selection scope

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1. Any “B2”

2. Technology + service provider

3. CMS for CEM

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Fewer companies buying CMS only

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5 keys for choosing the right CMS technology and service provider

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Key #1: Validation

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Key #1: Validation

Impact

Alignment of purpose across stakeholder groups

Support is “built in” from tacit acceptance via inclusion in process

Starts change management and ongoing communication processes

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Key #2: Constituent Participation

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Key #2: Constituent Participation

Impact

Essential to buy-in Varies by roles and

organization Right-sizing of scope

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Key #3: Requirements Identification

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Key #3: Requirements Identification

Impact

Fundamental to best-fit choices

Incomplete requirements = compromised solutions

Beyond features/functions

Skills are requirements, too.

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Key #4: Focus

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Key #4: Focus

Impact

All ≠ equal

Prioritization Commoditization Differentiation of needs

leads to the right fit

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Key #5: Vision

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Key #5: Vision

Impact

Long view Sustainability Long-term ROI

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Bonus Key: Mindset

It’s a program. It’s a strategy. It’s a transformation. It takes time to get it right.

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Program Management

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5 Keys to finding your needle

1. Validate business needs

2. Give all constituents a voice

3. Ensure thorough requirements gathering

4. Prioritize needs for focus

5. Consider the long view

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The “so what” 1. Take action now to get your house in order. 2. Create and socialize a shared vision of a successful

selection process. 3. Prepare for and educate about the process. 4. Start planning for governance. 5. Consider an outside expert who can help guide,

streamline, connect, and lead.

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For more information

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Visit our website for more information about our research and services http://digitalclaritygroup.com Contact Cathy with questions about foday’s webinar cmcknight@digitalclaritygroup.com Contact us about technology and service provider selections mmarchionda@digitalclaritygroup.com

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info@digitalclaritygroup.com DigitalClarityGroup.com | @Just_Clarity | #DCGInsight