the executive's guide to content management systems

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content management systems, untangled

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It’s no wonder executives fail to understand—or appreciate the differences between—content management systems. They get different information, explanations, opinions and needs expressed by (1) the IT team, (2) vendors of CMS systems and (3) the marketing squad—all with varying degrees of knowledge and experience. We’d like to clear the air, untangle the problem and explain what to look for and how to make a decision. This will be an agnostic look at what the systems can do and cannot do, and why

TRANSCRIPT

Page 1: The Executive's Guide to Content Management Systems

content management systems, untangled

Page 2: The Executive's Guide to Content Management Systems

gb design and technology

Page 3: The Executive's Guide to Content Management Systems

if you like this program, you may also like

Page 4: The Executive's Guide to Content Management Systems

if you like this program, you may also like

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added insight

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of grass, wires, plumbing, home entertainment walls, cheeseburgers, surgeons and crows … apologies for the mixed metaphors

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why we do research and share our thinking?

Page 8: The Executive's Guide to Content Management Systems
Page 9: The Executive's Guide to Content Management Systems

what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: a gathering of crowsthe right questions to ask

agenda

Page 10: The Executive's Guide to Content Management Systems

what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: a gathering of crowsthe right questions to ask

agenda

Page 11: The Executive's Guide to Content Management Systems

a cms serves as an interfacebetween your web content and display

database your websitecms

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… the CMS works between marketing content and distribution modes (website, email alerts, proposals, etc)

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allows non technical users to manage different types of data on their own

things like images, videos, narratives (text), audio, etc … a CMS puts you in the driver’s seat

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the best are easy to use and fitted to the tasks you are trying to accomplish

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what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: a gathering of crows

the right questions to ask

agenda

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it can’t alter your “display” without a cost

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a sample template

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You cannot move the logo from place to place. It’s in a fixed position, a position decided when the site was designed.

You cannot move the subnavigation around but you CAN rename it to fit the content of the page as you like.

You cannot change the size or color of the headlines or text but you CAN swap out the copy in the center and add pictures, diagrams, maps, charts and graphs.

so what can/can’t I do with a CMS?

Page 19: The Executive's Guide to Content Management Systems

You cannot movethe fixed positionof the main navigationbut you CAN change the names and the order of the navigation

You cannot move the sidebars around the page but you CAN move them up and down and you CAN change the content of the sidebars as well as the pages they are related to. You CAN also add videos or images if the sidebar was designed to accommodate them.

so what can/can’t I do with a CMS?

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another sample template

Page 21: The Executive's Guide to Content Management Systems

You CAN insert anew name but notchange the style ofthe presentation

You cannot move the sidebars around the page but you CAN open or close the bars so they display and enrich the page or shut down and clean up the page

so what can/can’t I do with a CMS?

You CAN swapout the image andthe quotation butyou cannot movethe position of theimage on the page

You CAN changethe contact informationbut not its organization or styling

You cannot change the size or color of the headlines or text but you CAN swap out the copy in the center and add pictures, diagrams, maps, charts and graphs.

Page 22: The Executive's Guide to Content Management Systems

what is a web page template?

one of the structured pages of your website

some websites have a single temple, more common to have four to six with two or three variations on each

remember: while a single page design can give enormous flexibility and freedom, you can’t just move everything in a free for all

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the give and take between the display and your database is strict

database your websitecms

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where flexibility ends

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what is a wireframe and its role?

a wireframe is just another way of thinking about a template

before sites are built, wireframes are written to define all of the functionality desired on the page

a good CMS is not restrictive to design only limit to page design is the imagination

of the designer or the courage of the client but again, once it is coded to display, the

CMS flexibility has its limits

Page 26: The Executive's Guide to Content Management Systems

it can’t alter your “display” without a cost

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what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: a gathering of crowsthe right questions to ask

agenda

Page 28: The Executive's Guide to Content Management Systems

open source“free” and “flexible”built by a communityindustry agnosticgood at a lot of things, great at nonego anywhere for service“less” secure (open)

proprietarycomes with a license feebuilt by proprietorwears an industry hatgreat for specific needs for outfits like yoursserviced by owner“more” secure (closed)

oversimplifying the complex …

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note: nothing is “free;” you need to consider the total cost of “ownership” … or getting the open source cms to safely and dependably do what a proprietary cms is built to do

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consider the total cost of ownership

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also note: once you customize an open source CMS, it becomes proprietary and you are the proprietor

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takeaway: when something is not working, clients often prefer the “one-throat-to-choke” model. There is a more direct line of responsibility in a proprietary model than in open source. 

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another takeaway: telling a non-technical business user that open source is more flexible or better is like telling a patient that one plastic surgeon is better than another because one gives you the freedom to operate on yourself. The point is, you can’t.

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remember: if you want to change your display to keep up, you must go back to the developers for changes (you’re always beholden to the open source or proprietary coders)

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what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: the gathering of crowsthe right questions to ask

agenda

Page 36: The Executive's Guide to Content Management Systems

a gathering of crows(the IT team, vendors and marketing)

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the reality, everyone has an agendaand it ain’t yours

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burned before

the vendor was charming but went belly up 18 months after launch

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burned before

the vendor was reliable but in 6 months the CMS was out of date

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burned before

another CMS I missed in our search had more, better features

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burned before

the IT boys knew networks, not websites, but threw their weight around

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burned before

my IT department was so intent on learning SharePoint on the fly, our site was delayed by months

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burned before

in marketing, some of us learned enough from our last experience to be very vocal

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burned before

our marketing partners brother’s nephew has a friend who told me…

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so what’s a highly competent, somewhat tech-experienced,

slightly tech literate, frustrated executive supposed to do?

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learn to ask the right questions

learn to ask the right questions

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what is a CMS, what does it doflexibility and what a CMS can’t doopen source v. proprietaryconfusion’s source: a gathering of crowsthe right questions to ask

agenda

Page 48: The Executive's Guide to Content Management Systems

before you question, here’s a tip

forget looking for the final, holy grail solution— it doesn’t exist; only change is constant

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learn to ask the right questions

does the CMS have the features you want here and now

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you can help yourself by:

knowing which features/functions are important to you and why

distinguishing between “must have” and “nice to have”

making a list, checking it twice understanding that “today’s” features

are less relevant, thanks to the cloud

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learn to ask the right questions

have you considered the future

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you can help yourself by asking…

is the CMS in the cloud? are new features pushed as available

or on a set schedule? how frequently are enhancements

delivered? is there a cost in implementing

enhancements?

Page 53: The Executive's Guide to Content Management Systems

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Page 54: The Executive's Guide to Content Management Systems

learn to ask the right questions

is it easy to use, easy to learn

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you can help yourself by:

knowing that ease of installation is different than ease of use

getting a demo and having a list of questions prepared

looking to see if experienced users of any CMS smile during the demo

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intuitive? easily learned? easy to use?

easily enter content?

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easily relate content?

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learn to ask the right questions

does the CMSdeliver the flexibility

you require

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you can help yourself by:

knowing what flexibility means to you understanding the difference between

a CMS’s “flexibility” and the flexibility of your site design/display

Page 62: The Executive's Guide to Content Management Systems

You CAN insert anew name but notchange the style ofthe presentation

You cannot move the sidebars around the page but you CAN open or close the bars so they display and enrich the page or shut down and clean up the page

so what can/can’t I do with a CMS?

You CAN swapout the image andthe quotation butyou cannot movethe position of theimage on the page

You CAN changethe contact informationbut not its organization or styling

You cannot change the size or color of the headlines or text but you CAN swap out the copy in the center and add pictures, diagrams, maps, charts and graphs..

Page 63: The Executive's Guide to Content Management Systems

learn to ask the right questions

is your team an aggressive user

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you can help yourself by:

knowing if you will be making changes frequently, adding pages and stretching its capabilities

canvassing the team to get an accurate idea of what you do now and are frustrated doing…now

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Page 66: The Executive's Guide to Content Management Systems

learn to ask the right questions

is the CMS scalable

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you can help yourself by:

using your analytics to gauge the typical load then estimating reasonable increased load

knowing if the strategic plan calls for rapid growth

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learn to ask the right questions

is the CMS secure

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you can help yourself by:

taking host security seriously understanding plugin risks having a plan for the failure of the CMS

developer

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learn to ask the right questions

will it help me do effective SEO work

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learn to ask the right questions

other questions

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content management systems, untangled