size doesn’t matter: how to build and maintain huge cms projects

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Size Doesn’t Matter Moving to a new CMS pain free

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Presented by Tim Yager at Web Content Conference in Chicago, June 17-18, 2008. Are you looking to re-design your site, but are afraid to look into a new CMS? This talk will address real-world solutions to move data from one CMS to another, including real-world problems such as link management, related content, and data import. Most current CMS solutions have methods to import data although they all have different strengths and weaknesses, knowing your business goals and your content will help you in deciding which CMS is right for your project.Remember, size doesn't matter, even if you're building a large CMS project. You can learn how to leverage tools and processes to work more effectively on your own project.

TRANSCRIPT

Page 1: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Size Doesn’t Matter

Moving to a new CMS pain free

Page 2: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

About the Presenters

Tim Yager & Jim Thaxton are developers at Duo Consulting, a firm in Chicago committed to helping clients get their message across by building great Web sites.

That’s right, we’re developers, ask questions!

Page 3: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

What is this presentation?

This presentation is an overview of good-practices when choosing a content management system (CMS) and how to accomplish the feat of moving from one CMS or static site, to a new CMS.

Also, we want to help you not make mistakes we made. We want to show you what we wish we knew when we started!

Page 4: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Why Are You Here?

You know why we are here. Why are you here?

How many of you have a current Web site?

How many of you know what CMS your site is running on?

How many of you are planning to update your site in the next 12 months?

Page 5: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Presentation Outline

Review CMS Solutions

Looking Within

Plan of Attack

Execution!

Post Mortem - or, what would we do better if we started this project knowing what

we know now

Page 6: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

CMS Solutions at Duo

eZ Publish (Weintraub)

Serena Collage (American Library Association)

Drupal (The Onion, Illinois Humanities Council)

SiteCore (Lake Forest Graduate School of Management)

Ektron (Zeigler)

Custom CMS solutions (DuoCMS) (Altman Weil)

Don’t trust a demo wholeheartedly

Page 7: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Looking Within - First you audit

Is existing content structured in any way?

Databases on the backend

Does this migration need to occur?

Does the migration fit into your budget?

Investigate your proposed CMS options, review: User Interface, import/export capabilities and general feature set.

What’s the current CMS buzz?

Page 8: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Structured vs. Unstructured Content

Page 9: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack

Resources and Users

Research, Research, Research

Proof of Concept Phase

Page 10: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack – Users

Users

– Work with content contributors. Their buy-in makes your project

– Users are a resource

– Link preservation/management (and expectations)• http://www.fbm.com/index.cfm/fuseaction/attorney.home/attorney.cfm

• http://www.fbm.com/attorneys

Page 11: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack – Resources

Resources– Gather appropriate resources (internal and external)

– Content Audit

– What kind of infrastructure will be needed?• Testing Servers?

• Running New and Old CMS side-by-side

Page 12: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack – Research

Research

– Visit message boards of prospective CMS

– Remember, It’s OK to ask for help

– What kind of support is available?

– Determine how you will handle upgrades

– Consider how to work with 3rd party apps and companies if necessary, think of Google Maps and Facebook

– Link preservation/management (and expectations)

– Know your options before you start

Page 13: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Illinois Humanities Council

From Drupal Import to Google Maps in the proof of concept!

Page 14: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack = Proof of Concept

Plan for proof-of-concept– Look before you leap!

– Investment of budget here pays off moving forward

– Use this phase to finalize your execution steps

– Make mistakes here using a small subset of content

– Refine processes and code in this phase

Page 15: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack – Phased Approach

Phase Approach

Phased Go Live

Iterative Planning/Execution/Review cycle

Improve processes throughout project

Allows easy developer/resource handoff

Page 16: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Plan of Attack - Phase Approach Example

Page 17: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Execution

Look ahead for exceptions beforehand starting

Do you know your workflow?

– Have workflow in place to review content as it is imported

– Workflow is more than just check-in/check-out

If you’re taking a phased approach, loop back and review your Plan of Attack at each step of the process

Execution will be a “single slide” if you plan your attack!

Page 18: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Post Mortem

Why are you doing this? To save money and keep your Web site moving forward!

Plan reviews throughout the project

Review Plan of Attack

How will you move forward

Update processes as you gain new knowledge

Page 19: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Collecting Your Thoughts(and going live)

Learn from mistakes when making upgrades and improvements

Move forward

– Just because a site is live, does not mean you are done working on it.

Page 20: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Questions

Ask ‘em if you got ‘em.

One North Wacker, Suite 950Chicago, 60606 - 312-529-3000

Page 21: Size Doesn’t Matter: How to Build and Maintain Huge CMS Projects

Questions

Ask ‘em if you got ‘em.

One North Wacker, Suite 950Chicago, 60606 - 312-529-3000