the x factor in content management
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Presented at DocTrain East 2007 by Ben Martin, Flatirons Solutions -- The content management landscape is changing quickly. The industry is consolidating, collaboration tools are emerging, and content is driving strategic initiatives in every sector of business and government. Despite increasingly innovative ways to deliver content and exploit analytics, many companies remain in catch up mode. Projects get bogged down and pegged with failure. The best technology and methodologies do not guarantee success. Human factors must align to succeed as well. Ben Martin provides a forward-looking overview of the industry, its opportunities and challenges, and outlines approaches for managing the human factors of content management.TRANSCRIPT
DocTrain10/18/2007
Ben Martin Senior Analyst
The X-Factor in CMThe X-Factor in CMThe X-Factor in CMThe X-Factor in CM
2Copyright © 2007 Flatirons Solutions Corporation
Biographical SketchBiographical SketchBiographical SketchBiographical Sketch
Sr. Business Analyst with Flatirons Solutions since 2/2007 Sr. Director of Content Management and Strategy for QAD
(4/06-2/07) Consulting Partner with Industrial Wisdom (4/04-4/06) With JDE Edwards for 18 years
Product Manager of Content Management Vice President of Global Content Management Director of Documentation & Translation Technical Writer/Course Designer
Masters of Instruction Technology (92; U or Colorado)
3Copyright © 2007 Flatirons Solutions Corporation
Privately owned, internally funded organization – established in 2001
Currently 100 people, with offices in Boulder, Colorado; Dallas, Texas; and Washington, DC
Profitable since inception, with 100% year-to-year growth
Experts in Enterprise Content Management (ECM) and XML-based publishing solutions
Full lifecycle services including strategy, architecture, design, and implementation
Introducing Flatirons SolutionsIntroducing Flatirons SolutionsIntroducing Flatirons SolutionsIntroducing Flatirons Solutions
Rated #87
4Copyright © 2007 Flatirons Solutions Corporation
Leading-Edge ECM SolutionsLeading-Edge ECM SolutionsLeading-Edge ECM SolutionsLeading-Edge ECM Solutions
Web Collaboration Business Process Content Integration
Dynamic, Personalized Customer Content New Media Digital Publishing
Topic-Oriented Knowledge Bases Enterprise Classification and Search
Digital Asset Globalization Rich Media Management
Integrated Electronic Records
DocumentManagement
Web ContentManagement
KnowledgeManagement
Digital AssetManagement
RecordsManagement
5Copyright © 2007 Flatirons Solutions Corporation
For EnterprisesFor EnterprisesFor EnterprisesFor EnterprisesH
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6Copyright © 2007 Flatirons Solutions Corporation
For PublishersFor PublishersFor PublishersFor Publishers
HarvardBusiness
SchoolPublishing
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7Copyright © 2007 Flatirons Solutions Corporation
Government Customers and PartnersGovernment Customers and PartnersGovernment Customers and PartnersGovernment Customers and Partners
8Copyright © 2007 Flatirons Solutions Corporation
Puzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy Dust
Why do projects fail? No buy-in Political infighting Not well-defined objectives Cost overruns Over-engineered Under-engineered No closed loop measurements No vision
It’s easier to dissect failure than why projects succeed Not a how-to but a who-to (sometimes it’s not what
you do but who you are that changes things)
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Puzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy Dust
War stories
Skit
10Copyright © 2007 Flatirons Solutions Corporation
Puzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy DustPuzzling: Magic Fairy Dust
Maybe it’s understanding The players
Maybe it’s articulating The requirements The issues
Maybe it’s marrying domain expertise with personal strengths and applying them
11Copyright © 2007 Flatirons Solutions Corporation
Start and End with VisionStart and End with VisionStart and End with VisionStart and End with Vision
Three eyed (I) Vision Intelligence (of the mind) Integrity (of the heart) Innovation (of the creative energy)By valuing these three qualities, we will achieve great things.
12Copyright © 2007 Flatirons Solutions Corporation
Start and End with VisionStart and End with VisionStart and End with VisionStart and End with Vision
It’ s not a tools problem but a vision problem Revisit the “Why” of the project
One source, many uses Reduce implementation time, accelerate time to
language, send consistent messages New markets, shareholder value Reiterate tradeoffs and compromises necessary to
achieve goal Sell leading edge
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Know each player Build relationships across teams Leverage strengths (cultural day sponsored by
language team) Listen Humor (skits, forum) Thank people Admit mistakes Communication Leadership first, management second Tell the story
Humanize the ImpossibleHumanize the ImpossibleHumanize the ImpossibleHumanize the Impossible
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Celebrate along the way Set interim achievable milestones Small rewards Recognition in team meetings Play afternoon Information Plan
Recognize Efforts and SacrificeRecognize Efforts and SacrificeRecognize Efforts and SacrificeRecognize Efforts and Sacrifice
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Until your work is in eight languages See if you can shift compensation to reflect goals Move from “my book” to corporate asset Demonize unnecessary change and make that the
common enemy Balance affordability of quality against sustainability
of uncontrolled change Unhook writers from perfection and establish concept
of strategic perfection
Reframe Success Factors Reframe Success Factors Reframe Success Factors Reframe Success Factors
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CEO mandate doesn’t hurt success Organize training, doc and translation into single line of
leadership Hire good people and then get out of the way Look for writers who tend toward information architects
Organize appropriatelyOrganize appropriatelyOrganize appropriatelyOrganize appropriately
17Copyright © 2007 Flatirons Solutions Corporation
Content Management metaphors Lego versus clay Link example Label example
Change metaphors Changing tires on a moving truck Cockroach and the dinosaur Whitewater rafting
Find Metaphors to Shift ThinkingFind Metaphors to Shift ThinkingFind Metaphors to Shift ThinkingFind Metaphors to Shift Thinking
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Run sentence analyzers Grammar complexity scores Word count, page count, and task numbers Revenue/translation cost per language
Use Metrics to Sell UpUse Metrics to Sell UpUse Metrics to Sell UpUse Metrics to Sell Up
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Identify key stakeholder groups Select champion from each group Shop idea, gather requirements Periodically meet to give updates and show
you have incorporated their comments
Find ChampionsFind ChampionsFind ChampionsFind Champions
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Market your successes Showcase your solution Tours Corporate visits Boot camps
Brand your campaign Cook books Combo guides Do you want content with that? Everything goes better with content
Use a Little MarketingUse a Little MarketingUse a Little MarketingUse a Little Marketing