Archive for December, 2009

WCM needs a new name. Or, perhaps, an old one.

Friday, December 18th, 2009

This post was originally written as a comment on Jon Mark’s excellent post Visions of Jon: WCM is for Losers but it got out of hand and I suspect that it is too long for a comment so I am re publishing it here.

Thanks for the great post Jon! I have to agree with you that the term Web Content Management System is misleading because of its diverse focus on multiple publishing channels. You probably remember that in the old days (~1996), the term “CMS” was first used to describe products like Vignette and what are now called ECM systems were just called Document Management Systems, Records Management Systems, etc. When the big DMS vendors started to covet the term “content,” the (then) smaller WCM vendors had to slide over a bit and qualify their category with a “W.” Then some of them started to ruin themselves by trying to expand into document, management, records management, etc. – but that’s another story.

But enough about the Ghosts of Christmas Past… I agree with the point that a WCMS has multiple aspects. I would name three: a management tier to edit semi-structured content, a repository to store the semi-structured content, and a rendering tier to render the content. Usually the repository is more tightly coupled to the management tier so it is often tucked into the management application. In fact, the three components are often bundled for convenience.

In my mind, what sets WCM apart from the other forms of CMS is the C. I still think of Content as having more structure (and less embedded formatting) than what you typically find in an ECM repository. In the ECM world, the structured information is called metadata and is not considered part of the asset (a MS Office file that jumbles together information and presentation). A WCM asset needs to be rendered (given a format) to be useful to a consumer. This is why a WCMS needs a good rendering system.

Most ECM assets can just be downloaded but the range of formats they can take is limited. You can get a different file format (like a PDF) or a different scaling or cropping of an image but the output looks essentially the same. ECM has tricks to add structured information like metadata and embedded tags but that is going against the grain. WCM, which is inherently structured, knows what each of the different elements of an asset mean. I like to say that ECM is documents pretending to be content and WCM is content pretending to be documents. That is, ECM starts with a document and tries to pull information out of it while a WCM starts with structured information and renders it into a .html, .pdf, .xml, or any other kind of document.

So, at the end of it all, I would say that WCM should be renamed back to CM and ECM should be renamed to EDM: Enterprise Document Management.

Are content managers ready for personalization?

Thursday, December 17th, 2009

I have been catching up on product demos recently and have seen some really elegant functionality for marketers. Several products have introduced modules that allow CMS users to plan, implement, and measure multivariate testing, search engine optimization, and personalization without the continued support of a developer. A developer has to put the tools in place but, after that, the CMS user can fully control the behavior of the site and optimize its business impact.

It is easy to get excited by this functionality. But then you think of the difficulty your average organization has with even the basic aspects of content production and you wonder if they ready for these tools. How can you do an A/B test if getting someone to write option “A” is a struggle and option “B” would be a miracle? Of course, not all companies suffer from these issues. The more sophisticated publishers and eCommerce companies have been doing these advanced site management activities even when the technology stood in their way, much less facilitated them. But your average marketing site is still in the dark ages when it comes to managing content.

Will your average marketing group be able to leverage this functionality? Or will it be yet another unused feature that clutters the user interface? My hope is that once contributors and site managers start to experiment and see results, they will rapidly evolve to be more committed and proactive in the same way social media participants started to embrace tagging when they saw their work start to surface in more prominent places. A tight and accurate feedback loop is important in any learning process so maybe access to testing and metrics has been the missing feature rather than usability-oriented functionality like in-context editing. It is probably more effective to make a task interesting and rewarding than to make that uninteresting work easier to do. The former strategy will cause a user to overcome any obstacle he is faced with. In the latter strategy, there will always be some excuse not to do the work. I touched on this idea in an earlier post called “What your intranet needs is a publisher!”

That is not to say that all you need to do is drop in personalization functionality one day and your organization will immediately change. I have seen many organizations fail with this approach because they didn’t have the content to support it. I saw a slide from a Sitecore (below, click for a larger image) demonstration that shows a gradual maturity process that begins with understanding your users and your content and ending with real time personalization.

Sitecore's model for incremental success in content personalization

I very much agree with the model but I think that the trick to success is being able to see real results at every step of the way. Most organizations will not have the commitment to sustain a continuous effort through long periods of no results. Results are easy to felt from the conversion tracking step onward. Getting to that point, however, will require organizations to aggressively push through traffic analysis, experience analysis, and content profiling. Perhaps there is room to get some intermediate outcomes along the way that can keep an organization hungry for more. These outcomes can’t just be in the form of a spreadsheet that is out of date by the time that it is presented. There needs to be some tangible business impact like being able to make a small change to the website that yields some measurable result. If this is not possible, the best one can do is time-box this period of no feedback and have faith that the results will be worth that fixed investment.

They are just coming on the market now but I am really looking forward to seeing the organizational response to these marketing tools. The early adopters will certainly benefit from the functionality because, by being early adopters, they have already shown their commitment to improvement. It will be really interesting to see examples of this functionality transforming mainstream organizations that have struggled in the past.

The Content Here Map of the Information Market

Monday, December 7th, 2009

I generally dislike the “map of the market” approach to describing a software market because the actual use of software is too specific to be generalized into abstract dimensions like “high and low end” or “innovative.” However, during a recent Content Here leadership offsite (OK, I went on a bike ride), I was thinking about Content Here’s positioning in the marketplace and I found a picture to be quite helpful. This is what I came up with (click on the image for a larger view).

The primary point of the diagram is to show that consumers enter the information marketplace with different types of questions and information providers offer different types of answers. The intent of the question appears on a continuum that ranges from problem focused to solution focused. Technology buyers are focused on their business problems. As you progress towards the “problem” end of the spectrum, the questions get more specific and require intimate knowledge of the context and domain to answer. On the other end of the spectrum, the consumers (software vendors and investors) are trying to understand trends that will inform a business strategy for managing (or investing in) a solution. The information on the solution side gets very abstract and speculative because the solutions themselves are designed to be re-usable across many different kinds of problems and software companies need to build products that will be sold in the future. In the center of the spectrum is where the interests of the buyers and sellers converge. Here the buyers are thinking a little beyond the specific problems they are trying to solve today to where they need to be in five years. Here vendors are thinking beyond how their solution measures up today to what buyers need going forward.

All of these questions are important and the marketplace for answers has evolved to answer them. On the sellers side of the diagram, you have the major analyst firms who primarily serve the technology vendors. Their information can also useful to the CIO that is trying to understand trends but it will not be useful for a decision faced today. I didn’t put too much thought into the positions of the “sell-side” analysts on the right side of the diagram. I would love input here.

I am more interested in the left side of the diagram — in particular, where Content Here is focused. My unofficial tag line for Content Here is “Content Here helps technology buyers be awesome at making decisions” (format borrowed from the Joel on Software article: “Figuring out what your company is all about”). Content Here tries to help client’s answer the questions of what technology to buy and what do to with it. To play this role, I need a deep understanding of how the various technology products work — but not as deep as a systems integrator that specializes in that technology or the software vendor’s technical support. Consequently, my reports are very technical compared to other analyst reports. I tend not to go as broad as CMS Watch because I stop keeping up with a product once I realize it is not relevant to my potential client base. Only when I hear that something has changed with the product do I check back (and this is why I don’t publish a list of technologies that I follow or don’t follow). Most importantly, I need to be able to rapidly discover a client’s requirements through an efficient consultative process.

This hybrid approach puts Content Here in between a systems integrator and an analyst company in terms of detail. I am not surprised by low number of competitors because this is a hard place to be. I need to dig into the many technologies I cover by building prototypes and talking with implementors. I also need to understand the business aspects of how the technologies are used. I am always on the challenging slope of the learning curve. I can neither sit back and pontificate on the abstract nor enjoy the luxury of knowing every detail. As difficult as it is to be in this position, I can’t think of a more stimulating business to be in.

That is as far as I have thought things through. I would love to hear your feedback on the usefulness of the concept and the positioning of the different players. In particular, if you are a consumer of information, is the information marketplace serving you with the appropriate level of detail?

Presentations from the Boston Gilbane Conference

Friday, December 4th, 2009

I am catching up from a whirlwind of activity at the Gilbane Conference in Boston this week. I gave three presentations (below), organized a breakfast for open source CMS software executives, and had a great time talking with so many industry friends. It was particularly nice to meet people like Scott Liewehr (@sliewehr), Scott Paley (@spaley), Jeffrey MacIntyre (@jeffmacintyre), and Lars Trieloff (@trieloff) who I had known only virtually before. I wished I could have stayed for the third day of the conference but I had to get back to work. Everyone seemed to feel very positive about business and where content management is going so I left brimming with enthusiasm for 2010.

What follows is a brief run through of the presentations I gave.

Open Source WCM and Standards

On Tuesday morning, I did a presentation called Open Source WCM and Standards for the CMS Professionals Summit. To summarize, open source really has nothing to do with open standards but there are some areas where they converge. “Open source” describes a license. Any software can be open source if it is assigned an OSI-compliant license. Open standards is about software design — technology choices about what standards to support. That said, there are three areas where open source and open standards converge:

  • when an open source project is started to create a reference implementation for an emerging standard (note, on slide 5 I didn’t say that Alfresco was created as a reference implementation for CMIS, you had to be there.);
  • when there is a chicken and egg problem of value and adoption (like RSS and now RDF) some open source projects have the install base to easily create widespread support and a lower hurdle create an implementation;
  • projects driven by developers tend to put a higher priority on aspects like integration and attention to technical detail than marketing driven products which are more feature oriented.

How to Select a WCMS

My “How to select a WCMS” workshop is turning into a signature presentation for me. There was not too much difference from prior presentations of this workshop except this time I went into more detail on using doubt to make a decision. At that time, my friend Tim McLaughlin, from Siteworx, had popped into the room. He told me afterwards that he agrees with the approach and even read a scientific paper that found that the best decision makers use this method of elimination for choosing. Tim, if you are reading this, you owe me that link!

One particularly interesting part of that worshop was that one of the audience doubted the necessity of content management systems in general. So I was put into the position of having to defend the industry. He was coming from an organization that was managing 100 very small, unique, independently managed, and unimportant websites. In this case, I had to agree and I used the metaphor of a factory. You don’t build a factory to produce less than 10 units. A CMS would not help him until he started to try to manage all those websites in a more uniform way. For the time being, I suggested that he look into Adobe Contribute which handles basic things like deployment and library services without trying to manage reusable content.

Open Source: what’s it to you?

I presented with Kathleen Reidy from The 451 Group on “The rise of Open Source WCM.” Kathleen had some great slides talking about commercial open source vendors in the market. My presentation was from a buyer and implementer perspective. The general message was that buyers have the benefit of more choices and more information but they also have the responsibility to take a more active approach to selection. They can’t expect an analyst firm or salesman to tell them what is the best product. They need to understand their requirements and implement a solution that solves their business problems. Open source software suppliers depend on customers doing more pre-sales work themselves and they pass that savings back in the form of no (or low) licensing fees.

The biggest disappointment was when Deane Barker misunderstood slide 5 and tweeted that I think that open source is like a free puppy. Of course, this was re-tweeted several times. As I have said, all CMSs are like puppies: some are free, some cost lots of money, but all require care and feeding. If you have the intention of owning a puppy and understand the costs involved, you appreciate that a free puppy is less expensive than a puppy that you have to buy. If you spontaneously come home with a a puppy just because it was free, you might be in for an unpleasant surprise. Similarly, if you adopt a CMS just because it is free and you have not budgeted for properly implementing a website, you will get into yourself into trouble. Later, Deane and I had a great dinner together with David Hobbs before I headed back home.