© 2007 convio, inc. web site deployment using convio cms a seminar for visual designers february...
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© 2007 Convio, Inc.
Web Site Deployment Using Convio CMS
A Seminar for Visual DesignersFebruary 28, 2007
© 2007 Convio, Inc.
ObjectivesAfter completing this seminar, you will be able to:
■ Describe how CMS fits into Convio’s product suite
■ Explain Convio’s approach to implementing websites in partnership with design firms
■ Describe Convio CMS’ major elements and user interface
■ Complete basic tasks like creating content entry forms and templates, categories, folders, pages and components
■ Solve problems based on sites you are developing/have developed for clients (using CMS or other systems)
■ Find appropriate documentation and Convio staff resources
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Introductions
■ Andy GabronDirector of Business [email protected]
■ Peter GenuardiSolutions Engineer, National [email protected]
■ Hilary ShoreSenior Manager, CMS [email protected]
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Working with Design Firms
■ Goals▶ Work together to produce visual and interactive
design that achieves client goals▶ Develop designs that can be easily achieved using
the core product▶ Produce architecture that maximizes ease-of-use for
administrators▶ Meet time and budget constraints
■ Strategy▶ Partner takes on some aspects of deployment▶ Works closely with our team throughout the design
and deployment process▶ Represents Convio’s implementation steps in your
timelines
© 2007 Convio, Inc.
Implementation Services■ Services contract required with CMS sales
■ Price Range: $15K - $100K+
■ Timeframe: 6 weeks to 6 months
■ Custom development▶ Application architecture enables client-specific code▶ Range from custom search to custom database-
driven application▶ Some projects become product features
© 2007 Convio, Inc.
Typical CMS Implementation Process
Kick-Off ■ Review scope and timeline■ Training on CMS concepts
Information Architecture
■ Develop technical specs based on design▶data structures▶site map▶presentation elements
Configuration ■ Implement IA plan■ Optional custom development
Training ■ Monthly workshops or customized onsite delivery■ 1:1 site walk-through post-configuration
Content Port ■ Optional, add-on service
Launch ■ Deploy site using client’s domain name
© 2007 Convio, Inc.
Convio Activities During Design Process
■ Evaluate feasibility of initial information architecture and interaction design
■ Map wire frames to CMS structures
■ Review PSDs to recommend the most effective structure for HTML markup, CSS, JavaScript, and images
■ Implement site design using production-ready assets
■ Confer with design team regarding final tweaks of these assets
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Convio Product Suite
© 2007 Convio, Inc.
What is Convio CMS?■ Formerly GetActive’s Web Site Management module
▶ Six years old, previously used in corporate environments▶ Currently 150+ deployed websites
■ Highly configurable, database-driven application organizes and structures your content
▶ Mid Level, ASP delivered▶ Integrated tightly with CRM engagement tools
■ Editing tools automate the process of creating and publishing content
▶ 1 to 100 staff add content
■ Administrative tools, like search and version control, make it easy to maintain websites of any scale
▶ Sites range from 100 pages to 40,000 pages
© 2007 Convio, Inc.
Who Uses Convio CMS?■ End-users view the website online
■ Non-technical staff can create web pages using a browser, no matter where they are
■ Designers leverage modular page structure and templates to globally control the look-and-feel of web pages
■ Managers enforce business rules by adjusting the website architecture and settings
■ Send URL previews of content to other staff so that they can participate in the review process
© 2007 Convio, Inc.
Publishing Permissions & Workflows
■ Privileges can be granted for all or part of the website
■ Authors can create and edit, but not publish content
■ Workflow-based publication process
■ Create unique workflows for different areas of the website
WebpageJim, Jack & JillAuthors
MaryPublisher
© 2007 Convio, Inc.
Modular Page Structure
■ Separates content from presentation; Author doesn’t have to worry about how page will look
■ Enforces consistency; site-wide graphical changes easy to implement
© 2007 Convio, Inc.
Web Site Architecture: Macro
■ Folders define the physical structure of your website – i.e. where a webpage is stored
■ Specialized content types can be defined to differentiate content items by structure and purpose
■ Categories allow content items to be tagged with meta data and used to organize content relationships
■ Components can be dropped onto pages to support eCRM integration and CMS features
Home
About Us
News
Programs
Press Releases
Press Kits
© 2007 Convio, Inc.
Web Site Architecture: Micro
■ Content is broken up into separate fields
■ Content with similar attributes are grouped together into a content type
■ A step-by-step authoring wizard prompts authors to complete each field
PRESS RELEASE
TitlePublication DateBodyMedia ContactRelated Regions
CASE STUDY
TitlePublication DateSummaryRelated RegionsPDF File
JOB POSTING
Position NameLocationDescriptionRequired SkillsStart Date
© 2007 Convio, Inc.
Tagging Content Relationships■ Content items can be directly related to other items
PRESS RELEASE
TitlePublication DateBodyMedia ContactRelated Regions
MEDIA CONTACT
NamePosition TitlePhone NumberFax NumberE-mail Address
PRESS RELEASE
TitlePublication DateBodyMedia ContactRelated Regions
CASE STUDY
TitlePublication DateSummaryRelated RegionsPDF File
■ Content items can be indirectly related to other items by tagging with categories
Alabama
© 2007 Convio, Inc.
The Power of Relationships
■ Display dynamic lists of content items▶ 5 most recent press releases about Alabama
■ Present related items▶ On the bio page of John Doe, show the speeches
he’s given
■ Allow the end-user to browse content by selecting a category▶ Pull-down menu filters dynamic list of case studies to
show only the ones about Global Warming
© 2007 Convio, Inc.
Example: Structured Content
■ Multiple authors publish hundreds of news and issue articles
■ News section has a list of press releases that automatically lists the latest news
■ Each press release conforms to a standard layout
■ Related news automatically displayed
© 2007 Convio, Inc.
Example: Searchable Content
■ Online database of 1000+ state legislation summaries and PDFs
■ Categorization enables filtered search
© 2007 Convio, Inc.
Example: Video Gallery
■ Author provides URL of streaming video and CMS takes care of the presentation
© 2007 Convio, Inc.
Example: Syndicated Content
■ Expand outreach by publishing content via RSS
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach ■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Product Orientation
Follow along for a quick tour of the CMS
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Get Your Hands DirtyStart here http://se.wsm.demo.getactive.com/training/
Together, we will:
■ Create a folder■ Create a standard web page and make it the index page■ Insert images, text, and several components on the page■ Create a category and subcategories■ Create a content type author form for a news alert■ Create a content type single template■ Author four news alerts■ Create a content type list template■ Insert list template and components into standard web
page
© 2007 Convio, Inc.
Wire Frames
© 2007 Convio, Inc.
Wire Frames
© 2007 Convio, Inc.
Agenda
■ Introductions■ Convio’s Implementation Approach■ Convio CMS Overview■ Product Orientation■ Get Your Hands Dirty■ Resources
© 2007 Convio, Inc.
Resources
Convio Partner Centerwww.convio.com/PartnerCenter
© 2007 Convio, Inc.
■ CMS Administrator’s Handbook■ UI/IA Designer Handbook
People■ Peter Genuardi
Product questions, project scoping
■ Hilary Shore Project scheduling, ongoing engagements
■ Andy GabronPoint for business development with design firms