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Pre-Conference Workshops

Gilbane Boston Pre-Conference Events – Tuesday December 1, 2009
9:00am – Noon Workshop F

Open Source Products and Standards and the impact on Information Management

Instructor:
CM Pros

1:00 – 4:00 Workshop A

How to Select a Web Content Management System

Instructor:
Seth Gottlieb, Principal, Content Here

Workshop B

Managing Smart Content: How to Deploy XML Technologies across Your Organization

Instructors:
Geoff Bock, Dale Waldt, Bill Trippe, Barry Schaeffer & Neal Hannon, Senior Analysts, Gilbane Group

Workshop C

How to Validate a Taxonomy

Instructors:
Joseph A. Busch,
Founder & Principal,
Taxonomy Strategies LLC &
Dave Cooksey,
Founder & Principal,
saturdave

Workshop D

Managing the Web: The Fundamentals of Web Operations Management

Instructor:
Christine Pierpoint, Partner, WelchmanPierpoint

Workshop E

Content Migration - the Dirty Little Secret of Content Management

Instructor:
CM Pros


A: How to Select a Web Content Management System
Instructor: Seth Gottlieb, Principal, Content Here

Selecting a CMS is not like your typical software selection. Unlike other software categories, the CMS marketplace has no clear winners and there are hundreds of viable solutions. You have options of commercially licensed software , software as a service, and open source software and the systems themselves are all highly configurable frameworks so it is difficult to tell what is an aspect of platform and what is an aspect of the demo . There is no one size fits all solution because your content is tightly bound to business processes and structures that are unique to your organization. Unlike accounting and other operational aspects of your business, there are few industry-accepted standards for managing web content. Maybe the problem with the system you are replacing is not the technology but how you are using it. Selecting a CMS is hard but it is not impossible.

In this session Seth Gottlieb will offer pragmatic advice for conducting an effective CMS selection and will walk through a process to help you to:

  • Analyze your requirements to the optimal level of detail
  • Understand what you need in a software supplier
  • Evaluate potential solutions
  • Know what to expect through implementation and beyond


B: Managing Smart Content: How to Deploy XML Technologies across Your Organization

Instructors: Geoff Bock, Dale Waldt, Bill Trippe, Barry Schaeffer & Neal Hannon, Senior Analysts, Gilbane Group

Smart content holds great promise. First with SGML and now with XML, we are marking up content with both formatting and semantic tags, and adding intelligence to electronic information. Using richly tagged XML documents that exploit predefined taxonomies, we are developing innovative applications for single source publishing, pharmaceutical labeling, and financial reporting. By managing content snippets in a granular yet coherent fashion, these applications are revolutionizing our capabilities to meet business needs and customers’ expectations.

What’s working and why? What are the lessons learned from these innovative applications? Does the rapid growth of web-based collaborative environments, together with the wide array of smart content editors, provide the keys to developing other business solutions? There are many promising approaches to tagging content while doing work. Yet we still face an uphill battle to smarten up our content and develop useful applications.

In this workshop, we the five members of the Gilbane practice on XML technologies will share our experiences and provide you with practical strategies for the future. We will address a range of topics, including:

  • The business drivers for smart content
  • Some innovative content management techniques that make authors and editors more productive
  • The migration paths from ‘conventional’ documents to smart content
  • How to apply industry-specific taxonomies to tag content for meaning
  • The prospects for mash-ups to integrate content from disparate application communities

We will discuss both the rapidly developing technologies available for creating, capturing, organizing, storing, and distributing smart content, as well as the organizational environment required to manage content as business processes. We will identify some of the IT challenges associated with managing information as smart content rather than as structured data, and map strategies to address them. We invite you to join the conversation about how best to exploit the power of XML as the foundation for managing smart content across your organization.


C: How to Validate a Taxonomy

Instructors: Joseph A. Busch, Founder & Principal, Taxonomy Strategies LLC & Dave Cooksey, Founder & Principal, saturdave

Taxonomy is the key to being able to supply the appropriate content in dynamic user interfaces, and supporting information services such as personalization (e.g., portals), syndication (e.g., RSS feeds), and harvesting (e.g., search). Taxonomy development and validation is on the application development critical path. Effective methods to provide confidence that the taxonomy is good enough to develop against is very important. The goal of taxonomy testing is to confirm that a taxonomy will work for tagging content, publishing content and finding and using content in user-facing applications. This workshop will discuss taxonomy validation methods, present case studies that go beyond typical card sorting, and conduct hands-on activities for participants. The validation methods include:

  • Working with most popular queries,
  • Delphi card sorting, and
  • Task-based usability.

The workshop will describe metrics for successful task completion and consensus, and best practices around evaluating validation test results. Topics covered during the workshop will include:

  • Need for taxonomy validation
  • Description of typical card sorting methods
  • Strengths and weaknesses of typical card sorting methods
  • Alternative card sorting methods
  • Benefits and outcomes of alternative sorting methods
  • Analyzing and presenting results of alternative sorting methods
  • Case studies of alternative methods
  • Description of task-based test methods
  • Strengths and weaknesses of task-based methods
  • How to analysis and present results of task-based methods
  • Case studies of task-based validation methods

The audiences for this workshop are librarians, information scientists, information architects, application developers, systems analysts, quality assurance managers, project managers, and business analysts.


D: Managing the Web: The Fundamentals of Web Operations Management

Instructor: Christine Pierpoint, Partner, Welchman Pierpoint

It is becoming increasingly essential for organizations to gain better operational control of their online products and services. Traditionally, organizations of all sizes have managed their Web properties in a largely ad-hoc manner, usually leveraging the expertise of a few highly-skilled knowledge workers and technical resources to maintain basic Web site production, editorial, and transactional control. This tactical approach to Web management has proven effective to a certain degree as most organizations have managed to establish and maintain a Web presence. However, as the sophistication and impact of the organizational Web presence broadens, it is necessary to adopt a more mature approach to Web Operations.

This course will detail the 10 concerns that must be addressed to successfully manage a high-value, efficient Web presence and present the starting tactics for transforming your organization’s Web operations. Specific areas that will be examined include:

  • Web Strategy: Engaging the executive suite and enabling the organization through appropriate resource allocation.
  • Web Governance: Determining who is “in charge” of your Web presence and how decisions will be made regarding technology adoption
  • Web Execution: Building an effective and complete Web team
  • Web Measurement: Measuring the success of your Web properties

This course will include hands-on exercises and take-aways that attendees can put into action in their organization.

E: Content Migration - the Dirty Little Secret of Content Management
Instructor: CM Pros

One of the most critical, complex, and widely overlooked steps of content management implementations. Analysis complete, your team selects a new web content management system. So, what's the plan for migrating content from your existing CMS? What should be migrated? Who will do what and how? Your team members look around and then run for cover. Content migrations are the dirty little secret we don't often talk about...until now. We'll consider the strategic plan, the tactical approach and the end user. This workshop will examine the issues and the best practices of migrating content. Attendees will get a clear picture of the severity of not planning for content migration, and a definitive plan on how best to tackle the problem.

F: Open Source Products and Standards and the impact on Information Management
Instructor: CM Pros

How is the open source movement and development of standards impacting WCM, ECM, and CCM? Enterprises are starting to understand that delivering content in better, smarter ways is becoming the next frontier. That means open-source models for content that can easily be converged,integrated, syndicated, and shared. Using open source content as part of your strategy addresses issues of not only operational efficiencies but brand management, and can create value for users in new ways.


Links:
Keynotes

Web Business & Engagement (W)
Managing Social Software & Collaboration: Internal & External (C)
Enterprise Content, Search & Publishing (E)
Content Infrastructures (I)
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