smoothly migrating to web experience management - · pdf filesmoothly migrating to web...
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Strategy & Best Practices
Smoothly Migrating to
Web Experience Management
Alex Gaspar | VILT Sales Manager EMEA
Alex Rees | iXenso Consultant
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VILT
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VILT ?Leading OpenText CEM partner worldwide
• Partner since 2002
• 100+ customers worldwide
• 200+ successful Web Experience Projects
• 150+ expert OpenText consultants
Commercial agreement with OpenText since 2008
• Includes 12 products (CEM Audit Suite, Web&Social Analytics, Motion, ...)
• Developed and maintained by VILT
• Sold globally by OpenText
Average growth of 30% per year
• 56% during 2014
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PARTNER OF THE
YEAR EMEA
BEST
BANKING
WEBSITE 2014
BEST CLOUD
PROJECT
WORLDWIDE 2013
SPANISH LOTTERY
E-COMMERCE
WEBSITE OF THE
YEAR
PUBLIC SECTOR
WEBSITE OF THE
YEAR
SPANISH LOTTERY
OPENTEXT
PARTNER
SPOTLIGHT EMEA
MAY 2012
VILT AWARDSINNOVATION TOUR 2015 EARLY ADOPTER
PARTNER AWARD
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VILT Customers WORLDWIDE
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iXenso ?iXenso is a Consulting Partner & Reseller for Enterprise Content Management
(ECM) and has been implementing software solutions for optimizing business
processes based on the OpenText Suites (Content Server, ECM, BPM, CEM)
since 1999.
The globally operating, owner-managed consulting and service company has
specialized in ECM consulting and services in the areas of capture & delivery,
OCR, process management, process management, document management and
archiving and was awarded EMEA PARTNER OF THE YEAR 2014, 'BEST
SOLUTION PARTNER 2011, 2013 and EARLY ADOPTOR 2014' by Opentext.
We work with DAX-Enterprises and the upper mid-size sector throughout
Europe.
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iXenso AG ?
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OpenText EMEA PARTNER OF THE YEAR 2014 | EARLY ADOPTER 2014 |
BEST SOLUTION PARTNER 2011, 2013
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iXenso AG
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„We are pleased to confirm that iXenso and OpenText have been maintaining a very close and
successful partnership since 2005. iXenso has been a "Premier Partner” for four years and because of
their success they will become a “Platinum Partner” in 2013.
In our last years internal partner ranking, iXenso was the top partner in Europe and among the top 5
world wide.
Thanks to our partnership with iXenso we have won many new projects/customers such as: ABB,
Munich Re, Globality S.A., Bethmann Bank, SEW Eurodrive, CBR Fashion Group, CardProcess,
octapharma and others.
Due to their outstanding expertise in our products we awarded iXenso with the EMEA partner of the year
2014 European partners spotlight winner 2012, best solution partner 2013 and early Adopter 2014.“
Short introduction – OpenText
Partnermanagement
Roger IllingVP Enterprise Sales EMEA | OpenText
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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VILT
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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WEM ?
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Stands for “Web Experience Management”
PortalSocial
(Tempo Social)
Web Content Management
(WEM)
Media Management
(OTMM)
Customer Communications
Management (CCM)
Wem = Open text’s STRATEGIC Web content management
platform
PART of the Customer Experience Management Suite
•Discovery
Suite
•Process
•Suite
•Content
Suite
•Experience
Suite
•IX
Suite
Discovery Business Process
Management
Enterprise
Content
Management
Customer
Experience
Management
Information
Exchange
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VILT
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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Why SHOULD I ADOPT WEM?
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• Forget about content silos and leverage a true EIM strategy integrating your enterprise content and processes
• Fully integrated in the OpenText EIM suite
• Adopt the strategic WCM OpenText solution
• Be agile – adapt quickly
For the Enterprise
• Measure and analyze your marketing initiatives in real time with Web & Social Analytics
• Optimize your content offering using A/B testing
• Target your content using segmentation and personalization
• Engage your audience using social media
For the Marketing
& Business
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Why SHOULD I ADOPT WEM?
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• Superior content authoring tools – advanced preview and inline editing
• Drag & drop contents to page regions
• Flexible reuse of content
• Optimize your content taking advantage of advanced analytics
For the Content Authors
• Experience a rich, responsive, omni-channel experience
• Benefit from personalized content
• Contribute & Collaborate
• Find easily what you are looking for
For the End User
• One single platform for all your content (internal, external, different regions, languages, …)
• Benefit from enterprise scaling capabilities
• Leverage the latest operating systems and software
• Available on-premises or on the Cloud
For the IT
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VILT
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
14
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NO MATTER WHAT THE SOURCE IS…
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Web Site Management (RedDot)
Livelink WCM (Gauss)
Obtree
Vignette CMS V7.x
Vignette V6.x
Other CMS
Adobe
SharePoint
Oracle WebCenter Sites
Any other content repository…
WEM Adoption Path
OpenTextWeb Experience Management
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WEM Adoption Path
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Assessment
• Current platform assessment
• Definition of migration strategy and migration plan
• Pricing proposal (Software and Services)
Migration
• Execution of the migration plan
• Optional Services
Sign-of
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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Assessment
The existing “AS IS” platform is analyzed in order to identify key information and
requirements for the new platform.
The web strategy & goals are discussed during a “TO BE” workshop.
The migration plan is defined and project costs are calculated.
Assessment is fixed duration: 2 weeks (10 days).
Assessment is fixed price.
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Architecture & Licensing
Review of existing systems and
services
Definition of new architecture
License transformation (*)
Content analysis
Content types and structured information
Amount of contents and files to migrate
Unstructured information
Content management
analysis
Content management
workflows
Content management
security requirements
Content management
extensions and custom tools
Applications &
Integrations
Existing applications
(content consumers)
Functionality to migrate
Existing integrations (integrated systems)
Migration strategy
Assessment report
Migration strategy, plan and packages
Pricing proposal (Licensing,
Maintenance and Services)
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
19
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Platform Migration Strategies
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Co-existence
• Migration of a subset of the existing website(s) and/or creation of new website(s) in WEM
• Both the previous and the new system will be maintained for a period.
• Pros:
• Change management is easier for Business
• Reduced risk
• Good choice for PoC
• Cons:
• Maintenance of 2 platforms (personal and cost)
Full Migration
• All the contents and websites are migrated to the new platform
• Previous system will be decommissioned by the end of the project
• Pros:
• Single full migration process
• Same migration strategy for all contents and websites
• Only one platform to maintain after the go-live
• Cons
• Change management
• Initial investment
VS.
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Website Migration Strategies
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AS-IS
• Current website will be migrated as-is. Content structure is kept the same.
• Pros:
• Reduced project risk
• Change management is easier for Business
• No additional costs due to web design
• Automated content verification using VILT Site Comparator tool.
• No impact for the end users.
• Cons:
• Difficulty to justify the budget or business case
New design and/or functional changes
• New web design and functional improvements.
• Content is migrated and transformed so that it can be presented on the new website.
• Pros:
• Take advantage of a migration project to extend current website functionality and improve user experience.
• Take advantage of latest OpenText WEM content management features
• Cons
• Increase project duration and cost.
• May require complex content transformation
VS.
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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Migration Plan
Analysis Adaptation Migration Acceptance Go-live
Functional analysis Definition of content types and templates
Content transformation rules
Revision of existing and reusable source code
Identification of functionality to migrate and/or to implement
Architecture & Platform installation Final definition of architecture and products (ex: WEM, Portal, etc.)
Installation of WEM environments
Migration platform setup Installation of OT WEM Motion and connectors
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Migration Plan
Analysis Adaptation Migration Acceptance Go-live
Website development Implementation of new website in WEM
Content management configuration Configuration of content types
Configuration of site structure and navigation
Configuration of security rules and profiles
Setup of new content management processes
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Migration Plan
Analysis Adaptation Migration Acceptance Go-live
Content migration Setup of migration plans
Automated content migration using WEM Motion
Automated content migration using Minium (optional)
Automated content verification (optional)
Content synchronization Periodic content synchronization
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Migration Plan
Analysis Adaptation Migration Acceptance Go-live
Automated content comparison (optional) Using VILT Site Comparator
Using Minium automated functional testing framework
QA & Acceptance User acceptance testing
Change Management Targeted training sessions for content editors
Support the content editors so that they can make the best use of
the new platform
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Migration Plan
Analysis Adaptation Migration Acceptance Go-live
Go-live
Final content synchronization
Final content publishing
Switch to the new platform
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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Optional Services
User Experience analysis and Web
Design
Take advantage of a migration project to rethink and redesign the user
experience:
Target your content to end user profiles & Personalize their experience
Provide an enhanced navigation experience using modern UI frameworks
Deliver a responsive website for multiple screen size support
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Optional Services
Migration to OpenText Cloud Managed
Services
Installation and configuration of the content management platform in the
OpenText Cloud.
OpenText Managed services will monitor the infrastructure.
Bring-your-own-licenses is possible.
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On premise Cloud Managed Services
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Optional Services
WEM Extensions and Third-party
integrations
Development of custom extensions: Widgets
Listeners
Workflow automated tasks
Custom forms
Etc.
Development of third-party systems integration Integration with business applications to enhance the website end users
functionalities
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Optional Services
Large Scale Web Load Testing and Fine
Tuning
Perform a full performance analysis on the new OpenText WEM enabled
websites Definition of load testing infrastructure and plan
Execution of distributed load testing
Preparation of load testing report and identification of performance bottlenecks and
fixes
Fine-tuning of the OpenText WEM platform and web applications, including cache
configuration
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OpenTextWeb Experience Management
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Optional Services
Support Services
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24x7
Application Support
Platform Support
Proactive Monitoring
Monthly Support Reports
Recommended Actions Reports
Aggressive SLA’s
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
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WEM MotionWhat is it?
WEM Motion is a content migration engine that lets you export and import
content from and to content repositories.
WEM Motion is agnostic to content repositories and thus can move contents
between different platforms, environments and versions.
WEM Motion offers flexible ways to prepare and to manage very complex
content migration plans.
WEM Motion will handle content references so that nothing is lost during the
migration process.
WEM Motion also allows to keep different environments synchronized.
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WEM MotionSome Screenshots
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MiniumAutomated Content Creation in WEM
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What is Minium?
Minium is a framework for task automation.
How does that help?
Content creation in WEM can be automated based on
custom scripting. No need to write java code to
create/migrate contents automatically.
Learn more about it online:
http://minium.vilt.io/
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VILT Site ComparatorAutomatic Content Verification Tool
Automatic web page verification and comparison
of the previous and the new website (page by page)
An overall report displays the percentage of line
differences for each site tested
For each pair of compared pages, if changes are
found, the generated report will display the
differences, line-by-line
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WEM?
Why should I adopt WEM?
WEM Adoption PathAssessment
Migration strategies
Migration Plan
Optional Services
Migration tools
Success StoriesBarcelona city hall
IMS Health
CP – PORTUGUESE railways
Index
40
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Barcelona Content MotionBarcelona City Hall (Spain)
Project description Migration of all the Barcelona City Hall websites (ex: Institutional, social services, sports,
education, culture, museums, etc.)
All websites were previously running on Vignette CMS V6 and V7, on premise
All websites were migrated to OpenText WEM V8.5 and to the OpenText Cloud Managed
Services
Migration strategySingle full migration of all the contents with periodic content synchronization (contents were
created in the previous system and automatically synchronized to the new V8 platform)
Results150 websites migrated to the OpenText Cloud Managed Services (V6+V7 V8)
1.1M managed objects migrated (contents and files)
52GB of data
Total effort: 1900 man days
Total duration: 9 months
Downtime during the entire project: 0 seconds
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Awarded as Best Cloud Success Worldwide
at OpenText Enterprise World 2013.
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IMS Health Migration to WEM 8.5IMS Health (U.S.A.)
Project descriptionMigration of internet and intranet portals for IMS Health.
Websites were running on OpenText WEM V7.6 and OpenText Portal V7.5
Previous migration projects had significant delay
Migration strategyTwo separate content migration and synchronization phases for Internet and Intranet portals
Several periodic content synchronization between Internet and Intranet go-live to have shared
content synchronized
Content transformation in order to use the latest multi-language support in WEM
Development of custom functionality on WEM to support extended content management
functionality
Results90.000 managed objects migrated (contents and files)
Total effort: 270 man days
Total duration: 4 months
Downtime during the entire project: 0 seconds
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CP Migration to WEM 8.5CP railway company (Portugal)
Project descriptionMigration of OpenText V7.6 platform to V8.5 (2 websites)
Redesign of the internet presence to provide a new public website for passengers – including
online ticketing system (http://www.cp.pt)
Migration strategyInstallation of new OpenText WEM 8.5 platform onto new servers.
Web design including responsive design.
Content were automatically created using Minium browser automation.
Content transformation had to be done in order to use the latest multi-language support in
WEM as well as to refine presentation management.
Development of custom functionality on WEM to support extended content management
functionality (custom translation and publication workflows)
Results50.000 managed objects migrated (contents and files)
Total effort: 425 man days
Total duration: 5 months
Downtime during the entire project: 0 seconds
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Where to Start?
Contact us
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