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© 2015 Merkle. All Rights Reserved. Confidential
It’s 2015, Finally Time to Fix Your Content
Management Systems
(or else we’ll be back here again next year!)
Justin Stayrook
VP, Experience Technology
© 2015 Merkle. All Rights Reserved. Confidential
Company Overview
2
• Largest privately-held agency in U.S., Ad Age ’13
• 3rd Largest Google Media Partner ’13
• 7th Largest CRM/Direct Marketing Agency, Ad Age ’13
• Fastest Growing US Search Agency, Ad Age ’13
• 19th Largest Mobile Agency, Ad Age ‘13
• Ad Age A-List: “Agency to Watch in 2012”
• NCDM Awards ’04, ’05, ’06, ’09, ’10, ‘11
• Recognized by Forrester ’03, ‘06, ’07 &’10
• Multiple DMA Innovation Award Winner ’10 ‘13
Quick facts Distinctive experience
Sustained 25% growth since 1989 Awarded and recognized
Reve
nu
e in m
illio
ns
• Privately held by current management since 1988
• 150+ world class clients
• 2,600+ Employees
• Headquartered in Columbia, MD
• 17 locations around the world
• Manage over 140 marketing databases
• Manage 3.7 billion 1st party customer records
• Inform over $10 billion marketing decisions annually
• Manage over $500 million in digital media spend
• Manage over 1 billion permission based emails
$171 $182 $210
$246 $266
$315
$390
$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
2008 2009 2010 2011 2012 2013 2014E
© 2015 Merkle. All Rights Reserved. Confidential© 2014 Merkle. All Rights Reserved. Confidential
VP, Experience Technology
Justin Stayrook spearheads an industry-
leading practice of experience technology
consulting and delivery services that
encompasses web content management,
eCommerce, and digital asset management.
Stayrook has more than 15 years of
experience as a consultant and solution
architect with online and mobile
technologies.
© 2015 Merkle. All Rights Reserved. Confidential
A Brief History of WCM
Circa 1995
First content
management
systems
4
2010-2015
Golden age of
content
management
Marketing Tools
Hub of all digital
engagement
2000-2009
Product companies
Consolidation and
competition
IT centric solutions
1995-1999
Simple page editing
Done on production
systems
Custom systems
© 2015 Merkle. All Rights Reserved. Confidential© 2014 Merkle. All Rights Reserved. Confidential5
What exactly is a CMS in 2015?
© 2015 Merkle. All Rights Reserved. Confidential
So in 2015, what exactly is a CMS?
» Well…
• Like a ‘vehicle’, it’s a type of thing, rather than a thing itself
• Content Management is a function handled by many systems
• Deprecate ‘CMS’ from vocabulary (it’s soooooo…. 00’s)
6
© 2015 Merkle. All Rights Reserved. Confidential
So in 2015, what exactly is a CMS?
7
» Forrester’s Digital Experience Delivery Platform
Source: Forrester Research, Inc. Market Overview: Digital Customer Experience Delivery Platforms. Dec, 2014.
© 2015 Merkle. All Rights Reserved. Confidential
Experience Technology – Delivery Platforms
8
Customer Data
Digital Content Platforms
Personalization/Testing Engine
Digital Content Delivery
© 2015 Merkle. All Rights Reserved. Confidential
So in 2015, what exactly is a CMS?
9
Three major sources of content
to be managed and delivered
from the Digital Content Platform
Curated content used
for web, mobile, and
other channels
Web Content
Images, video, audio,
brochures
Digital Assets
Structured data
specific to product or
product lines
Product Data
Digital Content PlatformsDigital Content Platforms
Web Content
Management System
WCM
Digital Asset
Management
DAM
Product Information
Management
PIM
And there is a product category
to handle each content source
© 2015 Merkle. All Rights Reserved. Confidential© 2014 Merkle. All Rights Reserved. Confidential10
So why is Content Management so important?
© 2015 Merkle. All Rights Reserved. Confidential
Why is Content Management so important?
11
WCM and eCommerce are core to
delivering engaging digital experiences
And their reach is expanding
Source: Forrester Research, Inc. Market Overview: Digital Customer Experience Delivery Platforms. Dec, 2014.
© 2015 Merkle. All Rights Reserved. Confidential© 2014 Merkle. All Rights Reserved. Confidential12
So why is doing Content Management right
so difficult?
© 2015 Merkle. All Rights Reserved. Confidential
Why is Content Management so difficult?
13
Products
Fu
nc
tio
ns
Web Content
Management
Product Information
Management
Digital Asset
Management
WCM(e.g. Sitecore,
Adobe AEM)
eComm(e.g. Hybris,
Magneto, ATG)
DAM(e.g. ADAM,
OpenText)
Digital content product
vendors have developed
functionality that is beyond
core capabilities. So…
• What functionality do I need to support my digital
marketing requirements?
• Do I need each one of these platforms, or can I get
along with the secondary functionality of another product
I own or plan to own?
© 2015 Merkle. All Rights Reserved. Confidential
Why is Content Management so difficult?
14
Is it better to go with best of
breed from a lot of products or
should I stick with one?
Should I stick with one vendor
or bring in a specialist for each
functional area?
Source: Forrester Research, Inc. Market Overview: Digital Customer Experience Delivery Platforms. Dec, 2014.
© 2015 Merkle. All Rights Reserved. Confidential© 2014 Merkle. All Rights Reserved. Confidential15
So how do I fix my Content Management (for good)?
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
16
WCM eComm
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
17
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
» Determine your digital experience goals
• E.g. Acquisition, Customer Service, Mobile, Conversion
18
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
» Determine your digital experience goals
• E.g. Acquisition, Customer Service, Mobile, Conversion
» Determine what “Point Solutions” you need
19
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
» Determine your digital experience goals
• E.g. Acquisition, Customer Service, Mobile, Conversion
» Determine what “Point Solutions” you have or need
• E.g. Analytics, Optimization, Email
20
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
» Determine your digital experience goals
• E.g. Acquisition, Customer Service, Mobile, Conversion
» Determine what “Point Solutions” you have or need
• E.g. Analytics, Optimization, Email
» Do a current platform assessment
• Am I good, do I need a new one
• Extensibility, Governance, Etc.
21
© 2015 Merkle. All Rights Reserved. Confidential
Digital Content Platform Consulting Services
22
• After need is determined for a specific product category (e.g. WCM),
determine the best fit product for that category
• Focus on differentiating requirements (not the 1000’s of requirements
that all products have in common)
- Requirements that have significant meaning to IT and Business
- Requirements that are market differentiators
• Develop a consideration set of up to 4 products and rate them side-by-
side against these differentiating requirements
• Work through established partner channels to produce targeted vendor
demos that handle specific use cases that include the discovered
differentiating requirements
Digital Content Platform – Product Selection
© 2015 Merkle. All Rights Reserved. Confidential
Digital Content Platform Consulting Services
23
• PDF or PPT format
• Interview Highlights
• Overview of Research
Methodology
• Side-by-side ratings of short
listed products
• Facilitate vendor demos with
targeted information from
report
Final Deliverable
Digital Content Platform – Product Selection
Adobe
AEMDrupal Sitecore
SDL
TridionTeamsite
Integrate with CRMAbility to integrate with a current
marketing database for
personalization5 2 5 3 4
Localized ContentLocalize content for language
and design4 3 3 5 3
Custom MetadataAbility to add and manage
custom metadata db5 3 3 3 3
eCommerce IntegrationUtilize product data in existing
Hybris instillation5 3 3 2 2
Total Score: 85 72 86 70 65
© 2015 Merkle. All Rights Reserved. Confidential
Recommendations
» Figure out your core
• WCM or eComm
» Determine your digital experience goals
• E.g. Acquisition, Customer Service, Mobile, Conversion
» Determine what “Point Solutions” you have or need
• E.g. Analytics, Optimization, Email
» Do a current platform assessment
• Am I good, do I need new one(s)
• Extensibility, Governance, Etc.
» Find the right partner
• Go with a partner who can handle strategy, creative, and technology
• Go with a partner with technical expertise in core solutions (WCM, eComm) and associated Point Solutions
24
© 2015 Merkle. All Rights Reserved. Confidential
Design vs. Engineering
25
© 2015 Merkle. All Rights Reserved. Confidential
Design vs Engineering
26
Design Engineering
As many as 50% of failed CMS
projects can be traced to poor
communication, incomplete
deliverables, and cold handoffs
between design and engineering
• Designers not taking into account
the capabilities of the CMS
• Engineers making assumptions
and filling in the gaps
This leads to a CMS implementation
that doesn’t meet expectations of
business or IT
© 2015 Merkle. All Rights Reserved. Confidential
WCM Implementation @ Merkle
27
Design Engineering
At Merkle, our CMS projects utilize
and important process deliverable
to pull engineering into the design
process and design into the
engineering process
The CTX
(Content/Technology/Experience)
Architecture Process documents:
• Content reuse and inheritance
within the CMS
• editable page regions
• CMS template construct
• CMS administrative interfaces
required
• location and function of integrated
content from external systems
CTX
• Working through the CTX Architecture Process
requires engineering to be present at key points
in the design process and designers to
understand how the CMS will support their vision
• The output of this process is a jointly authored
document
© 2015 Merkle. All Rights Reserved. Confidential
Thank You!
merkleinc.com
Justin StayrookVP, Experience Technology
To watch the full recording, click here: http://bit.ly/1N4zwbu