Articles by Month: October 2006

October 31, 2006

Podcast on content management systems

CM Pros has published a podcast on content management, featuring Bryant Shea and Seth Gottlieb talking with CMS Watch CEO Tony Byrne and CM Pros President Erik M. Hartman about how to select a content management system. To quote:

Tony gives a lot of tips on how to select a CMS, while Erik talks about CM Pros, CMSML and getting a short list.

(The podcast is about 30mins long.)

Posted by jamesr at 12:39 PM | Permalink
Categories: Content management

Importance of a good authoring environment

There's been a bit of discussion recently about the central role of the WYSIWYG editor in a CMS solution, including an original post by Lisa Welchman and a followup by Seth Gottlieb.

Considering that the primary purpose of a web content management system is to help staff to write and publish content, the editor has to be front-and-foremost when it comes to selecting a product. And yet, many organisations specify little more than "the CMS must provide a web-based WYSIWYG editor".

Now, we've been working with a lot of organisations to help them select a CMS, and we have a uniquely narrative approach which means that the requirements document will be less than 20 pages in length, and completed in 2 days (or less).

If it helps, this is what we commonly put for the authoring environment requirements (with variations for each client, of course!):

Authoring environment

The WYSIWYG authoring environment will be used by non-technical business users. The simplicity and ease of use of the authoring environment is therefore a key consideration.

Specific CMS requirements:

  • Support for heading levels and other paragraph styles, with the published presentation applied through the use of CSS.
  • Locking down the formatting controls available to authors, with the expectation that general users will be only able to specify bold, italic, links, etc (and not font, colour, and the like). This should be configurable on a user-by-user basis.
  • There should be strong support for tables in the authoring environment, including resizing columns, row and column spanning, and overall table formatting.
  • Much of the content will be cut-and-pasted from Word. The CMS must therefore strip out the formatting and hidden codes introduced by Word, to ensure the HTML is valid and accessible. Formatting should automatically be reworked to match standard website styles, including paragraph formats.
  • Lists and bullets in the source Word document should be mapped across to standard HTML list tags.
  • Tables should not be deleted as part of the Word clean-up, and the tables should be automatically reworked into clean standards-compliant table markup.
  • Special characters and symbols (such as accents, trademarks, etc) in the source Word document should be mapped across to HTML entities, wherever possible.
  • The CMS should be designed so that cleaning of content is done automatically, without requiring the author to take additional steps. This should happen both when content is cut-and-pasted from Word, and when the page is saved.
  • Ability to specify what window links appear in, including whether they are displayed in a new window, the size of the window, browser controls, etc. Ideally, this should be point-and-click for authors.
  • Ensuring that the text editing area is sufficiently large to allow authors to write content without requiring excessive scrolling.
  • Users should not be required to have HTML knowledge when writing content. For general authors, access to any 'view as HTML' mode should be restricted.
  • Support for spell-checking, including user-customised dictionaries.
  • Ability to preview the content in context, with the correct layout and design. This includes being able to test links from the previewed pages by clicking on them.

Sadly, almost half of the individual items are devoted to ensuring that the Word rubbish is correctly removed when cutting-and-pasting. Sigh. If only Word actually created sensible HTML...

Posted by jamesr at 12:32 PM | Permalink
Categories: Content management

October 30, 2006

Selecting a CMS

Seth Gottlieb has written an article on selecting a CMS, pulling together quite a few different issues and approaches. To quote:

Recently I have been doing a lot of talking (and listening, and reading) about the challenges and strategies of selecting a CMS. On October 25th, Bryant Shea and I hosted Tony Byrne and Erik Hartman in a discussion about CMS selection on the latest instalment of the Malcontents. Then, later in the day, we had a Massachusetts CM Pros Chapter Meeting on the same topic. That, along with countless one on one conversations I have had recently, makes two very obvious points: many people are out there trying to acquire a CMS; and many are struggling with this task. I have written on this topic in the past but it has been a while so I thought I would put some ideas down.

Posted by jamesr at 02:18 PM | Permalink
Categories: Content management

October 26, 2006

More on the Intranet Leadership Forum

The practice of intranets is evolving. Intranets are moving beyond the metaphor of the "internal website" to become a more integrated and effective business tool. To meet these objectives, intranet teams need to have key skills in many different disciplines.

The Intranet Leadership Forum is specifically structured to expand the knowledge and skills of intranet teams, to link directly with other intranet teams and to support overall improvements in corporate intranets.

Membership of the Forum provides a number of key benefits, including:

  • Three facilitated 1/2 day workshops. Topics are selected by members giving you an opportunity to have your specific hot issues addressed with the collective experience of the members. As well as keeping up to date with emerging trends in the industry.
  • Annual two-day intensive workshop. Covering the latest techniques and best thinking on intranet strategy, design, content, technology and change.
  • Access to a members-only website containing member profiles and interests, meeting summaries and other intranet resources.
  • Access to "how to guides" on techniques for intranet solutions such as card sorting, selecting a content management system and intranet planning.
  • Monthly enewsletter covering the latest resources and forum activities.
  • Informal meetings with other members, online chats on specific topics and opportunities to meet leading experts in the field of intranets.
  • Members-only group email list to allow you to contact all members with questions.
  • One free Step Two Designs report or toolkit per year such as Improving Intranet Search or the Intranet Roadmap.
  • 25% discount on any additional Step Two Designs reports, toolkits and events.
  • Support from an Advisory Board of internationally-recognised intranet experts, including Martin White (UK), Bob Boiko (US), Jane McConnell (France), Janus Boye (Denmark) and James Robertson (Australia).
  • Full time and dedicated forum manager, Catherine who is only a phone call or email away her role is to understand your needs and assist you in connecting directly with like minded intranet teams facing the same challenges on a daily basis.

Chapters of the Forum will be setup in major cities including Sydney, Melbourne, Brisbane, Canberra and Auckland. More details will be released over the coming weeks and the initial launch will be announced very soon!

Contact Catherine Grenfell for more details (catherine@steptwo.com.au or (02) 9319 7901).

Posted by jamesr at 07:44 PM | Permalink
Categories:

Survey on card sorting

Donna Maurer is running a survey on card sorting, to gather input for her upcoming book. Details as follows:

As part of my book on card sorting, I'm running a survey about how you've used card sorting in a way that may be different to the standard technique.

There are 7 simple questions, and it should take less than 5 minutes to complete. I will share summarised results from this survey on the book's website and in the book itself.

I'm sure the book will be great, and you can make it even better by spending a few minutes filling out the survey...

Posted by jamesr at 05:35 PM | Permalink
Categories: Information architecture

October 25, 2006

Trees in the city lights


Trees in the city lights

This photo was actually taken late last night, with security lighting giving a good reproduction of sunset. I just love the textures, natural and unnatural...

Posted by jamesr at 07:26 PM
Categories:

Intranet Planning Day (Sydney, 7 December 2006)

We've just announced details for our last Intranet Planning Day masterclass for 2006:

Chart a course to a more successful intranet, and take a fresh look at what it takes to be a more effective intranet team. This one day masterclass is the latest in a series of events run throughout Australia (and internationally), further enhanced with the addition of the brand-new '6x2 methodology' for intranet planning.

The masterclass will be presented by James Robertson, recognised as an international authority on intranet strategy and design. Drawing on experiences gained in many organisations and the best thinking from overseas, James will challenge current thinking as well as providing practical solutions.

This is the last of these workshops for 2006, so don’t miss out!

Full event details

(The early-bird rate closes very soon, so you'll want to rush to get your registration in!)

Posted by jamesr at 06:44 PM | Permalink
Categories: Conferences & presentations

October 22, 2006

Folksonomies and rich serendipity

Patrick Lambe has provided a simple model on the use of folksonomies. To quote:

What makes folksonomic tagging activity different from "free text" keywords entered into optional metadata fields by publishers of content into content management systems? Why does the serendipity afforded by such (user contributed) keywords seem less powerful than folksonomic tagging? The answer lies in people as knowledge aggregators.

Posted by jamesr at 10:44 AM | Permalink
Categories: Information architecture

October 21, 2006

A scenario-based approach to evaluating CMS vendors

Tony Byrne has written an article on his scenario-based approach to evaluating vendors. To quote:

There is no "best" web content management system. I don't believe in magic quadrants, leaders-and-laggards, and other horserace-style evaluation approaches. Neither should you. The best CMS for you is the one that best matches your needs -- your budget, scope, and type of project -- in short, the one that fits best for your web publishing and interaction scenarios.

Posted by jamesr at 04:56 PM | Permalink
Categories: Content management

October 15, 2006

Male: defect!


Male: defect!

I don't think this was the intended message when the sign was taped to a lavatory door in the World Trade Centre in Rotterdam...

Posted by jamesr at 08:25 PM
Categories:

October 13, 2006

Give up on using a taxonomy in an enterprise setting?

Lou Rosenfeld answers the question: should we give up on using a taxonomy in an enterprise setting? To quote:

It might be nice to run a semi-regular feature in Bloug called "WWYD". No, smartypants, that doesn't stand for "What Would Yoda Do?". It's "What Would You Do?". Someone asks me a tough question, I take a stab, blog both question and answer, and seek out additional suggestions (and perhaps critiques of my answer) from Bloug readers. I've done this a few times before on Bloug; thought it might be fun to do it more regularly, so if you have a tough IA question that you'd like to get a variety of opinions on (including my own), send it my way.

Posted by jamesr at 12:53 AM | Permalink
Categories: Information architecture, Intranets

Presentation: ECMplaza (Rotterdam, Netherlands)

I just gave a presentation at the ECMplaza 2006 conference being held at Rotterdam in the Netherlands. The topic for the presentation was "Document management and intranets: control or chaos?", covering:

  • Current issues
  • Staff needs
  • CM vs DM
  • Three step process for managing documents better
  • Targeting issues to real needs

(You'll note that I'm moving towards a much more visual approach for my presentations, so reading the slides won't give you a fraction of what you'll get if you hear me in person. Sorry about that! But at least they are prettier slides...)

Document management and intranets (PDF, 1.1Mb)

Posted by jamesr at 12:26 AM | Permalink
Categories: Conferences & presentations

October 12, 2006

Why innovation efforts fail

Scott Berkun has written an article on why innovation fails. To quote:

Established companies try to retrofit innovation into organizations by things like task forces, committees, portals and suggestion systems. Have you seen these efforts in action? I'd love to hear why you think they worked, or didn't. I'm cynical and here's why.

Posted by jamesr at 09:41 PM | Permalink
Categories: Knowledge management

The seasonality of search demonstrated

Rich Wiggins has published details on seasonal search patterns at a large university. To quote:

I spent some time on Saturday reviewing the past year of search queries performed at MSU.edu, the web site of my employer, Michigan State University. It proved a useful way to distract myself while my co-author's alma mater destroyed my Spartans in football.

For quite some time, I've known how seasons affect search needs among an academic institution's searchers. After some seat-of-the-pants manual clustering of queries by topic, the seasonality of search seems to be validated once more. I've color-coded the clusters in spreadsheet snippet below.

Posted by jamesr at 08:00 PM | Permalink
Categories: Search tools

October 08, 2006

Artwork in an alleyway


Artwork in an alleyway

Amsterdam is a lovely city to walk around. Lots of canals, bicycles and laneways, which combine together in a very pleasing way...

Posted by jamesr at 06:22 AM
Categories:

October 07, 2006

Intranet manifesto

It has to stop. The current metaphor of the intranet as an "internal website for staff" is crippling us.

This metaphor is a direct cause of our unhealthy focus on just the usability, information architecture and content of the "site". We spend endless amount of time working on maintaining intranets, and yet intranets today are little different from the way they were ten years ago. Along the way, the road is littered with burnt out intranet teams, wearied by the struggle to get organisations to finally "recognise the value of the intranet".

Instead of the "intranet as website" metaphor, we need to focus on delivering new things. This manifesto focuses on the project management of the intranet, on the steady implementation of new functionality and content (no matter how small). The real challenge is to guide this ongoing process, instead of just trying to sell the desired end goal.

This has all crystallised for me in the last few months, and there is much more that can (and will) be written on this. Already we have created a new 6x2 methodology that encapsulates this, and Martin White has introduced the key concept of giving intranets version numbers (3.0, 3.1, 3.2) to emphasise the steady (incremental) delivery of new functionality. Both of these approaches will be refined over the coming months.

The time is right for us to stop focusing inwards on the management of the "intranet as website", and to ask: what are we going to deliver to the organisation in the next six months?

Posted by jamesr at 06:07 AM | Permalink
Categories: Intranets

October 05, 2006

London Bridge


London Bridge

The lighting of the London Bridge across the Thames makes for a spectacular sight at night. There are lots of other lovely views to be had when walking beside the river...

Posted by jamesr at 08:59 PM
Categories:

Presentation: IBF Live (London)

I gave a keynote presentation today at IBF Live in London, on "The various approaches to evaluation and measurement". Topics covered included:

  • Why do we want to evaluate our intranets?
  • Benchmarking intranets
  • The intranet journey
  • Measuring success
  • Creating a more successful intranet

Various approaches to evaluation and measurement (PDF, 1.1Mb)

Posted by jamesr at 08:29 AM | Permalink
Categories: Conferences & presentations

October 04, 2006

Latin inscription in Highgate Cemetery


Latin inscription in Highgate Cemetery

The morning that I arrived in London I went for a walk from Highgate across Hampstead Heath. On the way I wandered through Highgate Cemetery, which is pretty amazing. This was part of a Latin inscription on a gravestone.

Posted by jamesr at 09:37 PM
Categories:

October 03, 2006

Global intranet strategies survey results

Jane McConnell has released the results from the global intranet strategies survey that was conducted a few months ago. To quote:

The intranet has entered maturity as a primary information tool. However its value as a productivity and collaboration tool is not yet fully established, and its potential for creating business value is far from being understood. Whereas 52% responded "absolutely" on the first point, a mere 2% said the same for the last point.

Posted by jamesr at 07:14 PM | Permalink
Categories: Intranets

Intranets must be task-centric

Gerry McGovern has written an article on task-centric intranets. To quote:

A task-centric intranet will work for everyone who comes to the intranet to complete tasks. It will prove challenging, though, to those who are responsible for creating the content and applications that are needed to complete these tasks.

Posted by jamesr at 06:56 PM | Permalink
Categories: Intranets

October 01, 2006

Presentation: Oz-IA conference (Sydney)

I gave a presentation today at the inaugural Oz-IA conference in Sydney. The topic of the talk was on "Succeeding at IA in the enterprise", covering:

  • Reworking our methodologies
  • Taking a strategic approach
  • Tackling organisational change
  • Understanding technology
  • Taking a leadership role

Succeeding at IA in the enterprise (PDF, 1.2Mb)

Posted by jamesr at 05:23 PM | Permalink
Categories: Conferences & presentations

Notes from Enterprise IA discussions (Sydney)

I presented at the Oz-IA conference today in Sydney on "Succeeding at IA in the enterprise". I'll share the presentation file as soon as I work out why it won't let me upload the file to my site.

In the meantime, here are the rough notes taken during the following interactive session that I facilitated. Just the start of more discussions to come I hope!

Roadblocks/challenges standing in the way of Enterprise IA?

  • Being able to do what you like, and enough of it
  • Managing expectations
  • Users
  • Scoping
  • Librarians/scientists/academics
  • Governance and framework
  • Being brought in early enough
  • Managing the executive
  • Funding
  • Strategy versus operational
  • Technology/tools limitations
  • Educating others
  • Human tendency to start at the top or the bottom
  • ROI
  • "Managing the bollocks"

What role should enterprise IA's play?

  • Creating tools
  • Adding value
  • Helping to achieve organisational information maturity ("helping it to grow up")
  • Aligning information strategy to the business
  • Thought-leadership
  • Bringing people together
  • Strategic role (like the CIO)
  • Big picture
  • Defining measures/KPI
  • Beyond the intranet
  • Looking at information practices
  • Education
  • Catalyst

How to raise the profile and increase the resources of enterprise IA?

  • Why do we need to raise visibility?
  • Raise visibility in industry (amongst ourselves)
  • Making connections
  • Rewriting standards in terms of risks
  • Quick wins
  • Save/make money
  • "All your competitors are doing this"
  • Implications to business
  • Make users happy and they will thank us

Posted by jamesr at 04:56 PM | Permalink
Categories: Information architecture

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