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The program for our annual Boston event is about 98% complete. We have a great keynote line-up with more to come, 30 additional conference sessions, 6 pre-conference workshops, and 12 product labs. Other useful links are sponsors & exhibitors, speakers, registration, and hotel. Note that we moved from the Westin Copley to the Waterfront Westin this year to be in the new Boston Innovation District and fast-growing Seaport / Fort Point Channel neighborhoods.

I hadn't planned this post on trends but ended-up creating a list for a colleague who was helping a client, and I was definitely overdue to post something. These are in no particular order, and there is a lot more to say about each of them. There are other trends of course, but these are especially relevant to our coverage of content technologies and to Outsell/Gilbane clients.

  • Marketing and IT continue to learn how to work together as marketing assumes a bigger role in control of digital technology for all customer engagement.
  • Content strategy gets more respect.
  • Mobile confusion reigns - which platforms, which formats, apps vs. mobile web and which apps make sense, what workflows, etc. 
  • "Extreme multi-channel" publishing reality hits. You thought web plus print was a challenge?
  • Enterprise applications start including mobile and don't look back.
  • "Apps" approach to software distribution expands beyond mobile.
  • The line between pads and notebooks blurs in both user interface and function.
  • Spending on digital channels continues to grow ahead of curve.
  • Enterprise social platform growth stagnates, consumer social platforms continue to grow, but with little direct application to enterprise beyond feature or UI ideas.
  • Business model experimentation accelerates in content businesses.

Uncle Sam.jpgThere have been a couple of interesting blog posts about organizational collaboration leadership penned recently by respected, influential thinkers. Last week, Morten Hansen and Scott Tapp published Who Should Be Your Chief Collaboration Officer? on the Harvard Business Review site. Yesterday, Dion Hinchcliffe posted Who should be in charge of Enterprise 2.0? on Enterprise Irregulars.

It is logical that the question of the proper seat of ownership for enterprise collaboration efforts is being raised frequently at this moment. Many organizations are starting the process of rationalizing numerous, small collaboration projects supported by enterprise social software. Those social pilots not only need to be reconciled with each other, but with legacy collaboration efforts as well. That effort requires leadership and accountability.

Both of the posts cited above – as well as the comments made on them – add valuable ideas to the debate about who should be responsible for stimulating and guiding collaboration efforts within organizations. However, both discussions miss a critical conclusion, which I will make below. First, allow me to share my thoughts on the leadership models suggested in the posts and comments.

While it is critical to have collaboration leadership articulated and demonstrated at the senior executive level, the responsibility for enterprise collaboration cannot rest on one person, especially one who is already extremely busy and most likely does not have the nurturing and coaching skills needed for the job. Besides, any function that is so widely distributed as collaboration cannot be owned by one individual; organizations proved that long ago when they unsuccessfully appointed Chief Knowledge Officers.

Governance of enterprise collaboration can (and should) be provided by a Collaboration Board. That body can offer and prescribe tools, and establish and communicate policy, as well as good practices. However, they cannot compel others in the organization to collaborate more or better. Yes, Human Resources can measure and reward collaboration efforts of individuals, but they can only dangle the carrot; I have never seen an organization punish an employee for not collaborating when they are meeting other goals and objectives that are given higher value by the organization.

There is only one person (or many, depending on your perspective) for the job of actively collaborating – YOU! Ultimately, each individual in the organization is responsible for collaboration. He can be encouraged and incented to collaborate, but the will to work with others must come from the individual.

Collaboration in the enterprise is similar in this regard to knowledge management, where the notion of Personal Knowledge Management (PKM) has been gaining acceptance. PKM advocates believe that having each member of the organization capture, share, and reuse knowledge, in ways that benefit them personally, is far more effective than corporate mandated knowledge management efforts, which generally produce benefits for the enterprise, but not the individuals of which it is comprised.

So it is with collaboration. If an individual does not see any direct benefit from working with others, they will not do so. Conversely, if every employee is empowered to collaborate and rewarded in ways that make their job easier, they will.

The Enterprise 2.0 movement has correctly emphasized the emergent nature of collaboration. Individuals must be given collaboration tools and guidance by the organization, but then must be trusted to work together to meet personal goals that roll-up into measures of organizational success. The only individual that can "own" collaboration is each of us.

To support our research and analysis, Scott Liewehr and I have been working on a capability model to define how we look at Web Engagement that you’ll see coming through our work over the coming months and I thought I’d give a bit of a preview here. 

As I have discussed previously (in this post) there is more to this Web Engagement thing than Web Content Management, although the lines are blurry as there are a myriad of vendors that can claim capabilities here. Some of this great stuff is coming from WCM vendors, analytics vendors and some very nice niche players that we think our clients should look at as they build out their engagement strategy.

Note – I am using the term 'engagement', not 'experience' - in my opinion the experience is a vital element of engagement, but it’s not the broader topic – maybe more on that in a later post.  

Clearly, if you are a digital marketer, this can look confusing and I know of at least one organization that has deployed three different web analytics packages as each fulfills a different engagement function. Our intention is that as we delve into this engagement tier, we can start to unravel who exactly does what.   

We are also seeing campaign management and digital marketing requirements entering the WCM selection process, often disconnected from a wider strategy. I am not suggesting that having digital marketing requirement in a WCM RFP is necessarily bad – we just need to go into this with our eyes open and get some clarity over how we structure those requirements. 

Our concern is that we learn the lessons of ECM and big IT and stay alert to the risk of implementing a system that ticks a lot of RFP boxes, does lots of things OK, but nothing really very well or that we take our eye off the ball of the innovation in this space. In either case the engagement capabilities of an organization could become constrained.

We will be coming out with some pretty graphics, but here I want to discuss the five main pillars that Scott and I are putting together by which an organization can judge their web engagement strategy and capabilities:

  1. Content Management – Yes, content management, not web content management. This is the capability of an organization to manage and publish different kinds of assets to multiple visitor touch points. Not necessarily one system, but a joined up integrated process combining the disciplines of managing localization, governance, multiple sites, digital assets, publish to email etc.   
  2. Social Media - Not just about an organizations presence on Youtube, Twitter or Facebook, but how that is leveraged and measured to form an integrated part of the audience experience. 
  3. Visitor Insight – Are you just counting visitors? Having lots of visitors may just mean they like pictures of funny kittens; having well understood engaged visitors is a business asset. Do you know who are your most valuable and engaged visitors? 
  4. Integrated Campaign Management – In most organizations our websites are part of a greater digital communications machine and our audiences view us a single entity across multiple touch points. This capability is about how each of our digital marketing moving parts work together. 
  5. Organizational Preparedness – The discipline of customer engagement spans various parts of an organization that have often been traditionally in separate silos. From customer services, to the database marketing guys to the cool guys in the black rimmed glasses in the agency – your capability to engage relies on how joined up are these folks in delivering this multi-channel brand experience. 

Remember this is a capability assessment, not a vendor maturity model or a magic err.. anything. It’s a way for people to think about implementing Web Engagement and the areas that may need focus.

We’ll no doubt tinker with the names as we start to publish more on this, but hopefully this can give you a taste of our thinking here. 

 

LinkedIn today announced Signal, a new feature (currently in beta) that lets members see an activity stream that combines LinkedIn status updates and Twitter posts from other members who have opted-in to the feature. LinkedIn has licensed the Twitter firehose to incorporate all of its members' tweets into the site, not just tweets with the #in hashtag embedded, as is current practice.

While it is hard to imagine anyone other than corporate and independent talent recruiters will make LinkedIn their primary Twitter client, Signal does have an element that is worthy of emulation by other social networks and enterprise social software providers that incorporate an activity stream (and which of those does not these days!) That feature is role-specific filters.

I wrote previously in this post about the importance of providing filters with which individuals can narrow their activity stream. I also noted that the key is to understand which filters are needed by which roles in an organization. LinkedIn apparently gets this, judging by the screenshot pictured below.


LinkedIn Signal screenshot courtesty of TechCrunch

Notice the left-hand column, labeled "Filter by". LinkedIn has most likely researched a sample of its members to determine which filters would be most useful to them. Given that recruiters are the most frequent users of LinkedIn, the set of filters displayed in the screenshot makes sense. They allow recruiters to see tweets and LinkedIn status updates pertaining to LinkedIn members in specific industries, companies, and geographic regions. Additionally, the Signal stream can be filtered by strength of connection in the LinkedIn network and by post date.

The activity stream of every enterprise social software suite (ESS) should offer such role-based filters, instead of the generic ones they currently employ. Typical ESS filtering parameters include individuals, groups or communities, and workspaces. Some vendors offer the ability to filter by status as a collaborator on an object, such as a specific document or sales opportunity. A few ESS providers allow individuals to create custom filters for their activity stream. While all of these filters are helpful, they do not go far enough in helping individuals narrow the activity stream to view updates needed in a specific work context.

The next logical step will be to create standard sets of role-based filters that can be further customized by the individuals using them. Just as LinkedIn has created a filter set that is useful to recruiters, ESS providers and deploying organizations must work together to create valuable filter sets for employees performing specific jobs and tasks. Doing so will result in increased productivity from, and effectiveness of, any organization's greatest asset – it's people.

Revenge of the (ECM) Nerds

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CMSCatz

For those of you who aren't familiar with who I am, I am the Marketing Specialist for Gilbane, more specifically the man behind the various social media curtains. One of my favorite parts of social media is memes, defined as, "a unit of cultural ideas, symbols or practices, which can be transmitted from one mind to another through writing, speech, gestures, rituals or other imitable phenomena." The most famous example of a meme, almost synonymous with the internet now, is Lolcatz. One of the great pleasures I have managing the Gilbane accounts is the unique community. Defying stereotypes of computer geeks, the online CMS community has proven to be composed of a plethora of creative, witty, clever, and simply funny individuals spanning timezones, continents, and native languages. Earlier this year, we were treated with CMSHaikus, which I was happy to preserve in an ebook (the .pdf originally had Youtube videos embedded in it, but these have since been blocked due to a security patch). This time around, @Adriaanbloem took another meme and spun it with his own angle.

adriaan.png

The tweets that followed were a mixture of angst, disappointment, frustration, front-line experience, but most importantly humor! The sarcasm runs rampant here, but the jabs are taken at brands, vendors, scripting languages, developers, each other, and consulting agencies (although the "Godfather" and the agency in his name still seems to command respect as of this writing ).

 

The engine seems to have plenty of meme steam left in it, but when it's gone you can read the #CMSRetraction Archive, or better yet follow the participants and become part of the quirky CMS Twitterrati. If I missed you on the list, drop me a line (@gilbane or @tallbonez) and I will be sure to add you!

 

Recently I wrote an article for my blog – Taking the W out of CMS – exploring content management and content delivery as separate disciplines and this is a follow up to that article.

To summarize that article - firstly, to know me professionally, is to know that when it comes to the tribes of CMS folks, I am firmly in the WCM tepee.

Secondly, I disagreed the first time this discussion rolled around, as the millennium clicked over – we were all going to use portal platforms and content management functionality would be in our application server infrastructure (we don’t and it didn’t).

Thirdly, the difference between the systems we are building for tomorrow and then – our digital engagement activities were single threaded following a website groove and the end was very much the driver for the means.

For the mainstream CMS industry it was a web site centric world and in most projects and applications the term ‘CMS’ was interchangeable with ‘WCM’. Today we have a fragmented communication channel; it’s the age of the ‘splinternet’ (in this context, a term coined by Josh Bierhoff), delivering relevant content consistently to multiple places.

This not just devices - our websites are less the single and only web destination, folks consume information about our products and services from other web destinations like Facebook and Twitter (to name two). Plus, of course the needs of customer, consumer and citizen engagement means that we can chuck in multiple touch points, in e-mail, call centres and real life.

We used to get ourselves worked up about ‘baking’ or ‘frying’ content management/delivery applications, about decoupled systems that produce pages and dynamic content – but (as I said in response to a comment on my original blog post) today’s consumer wants super dynamic content fresh caught that day, prepared their way, hot off the griddle - Teppanyaki served to share – family style.

So, we have a new level of complexity and requirements for our systems to support our digital marketers and communicators. A level of complexity of requirements that sits between our content repository and our consumer, which used to be the section of the RFP that simply said “must produce compliant HTML”.

When talking about delivery of content, this is typically where our requirement starts to gain some uniqueness between projects.

The question is, so you have your well-ordered, neatly filed, approved content – but what are you going to use it for?

A requirement for an approval process supported by workflow is fairly ubiquitous – but if you are a membership organisation that engages its audience over email or a consumer packaged goods company with fifty products and a YouTube channel - your Engagement Tier requirements are going to be quite diverse.

This diversity in requirements means two things to me.

1. As an industry we are very good at understanding, defining and capturing CMS requirements – but how are we at identifying, understanding and communicating an organisations engagement needs?

2. If there are diverse requirements, then there are different solutions - and right now it’s is a blend of dynamic web content delivery, marketing automation, campaign management, email, web analytics (etc. etc.) - There is no silver vendor bullet – no leader, no wave, no magic quadrant – its different strokes for different folks.

It’s this that I want to explore, how do we define those needs and how do we compare tools?

So, into the Engagement Tier - my colleagues here at Gilbane challenged me to draw it. Hmm.. right now it’s a box of content, a big arrow and then the consumer.

I am going to need to work on that…

 

Two weeks ago, I had the opportunity to attend Gilbane SF. The conference brought together some of the top content management people from the U.S. and internationally. Overall, one of the things I really enjoyed about the conference was the mix of people on each of the panels -- you had analysts, developers and content creators responsible for developing content and building web sites.

I focused on my time on the Customers and Engagement Track and also went to a few sessions in the Content Technology Track. As expected, there was a lot of talk of Web 2.0 and how to implement social into your content management strategy. There were also several sessions examining return on investment (ROI) for implementation. 

Keynotes: 
  • Jeremiah Owyang from the Altimeter Group kicked off the two day conference with a presentation titled "Your Corporate Website Can be Relevant Again". His slides and video of his keynote are now available online. Jeremiah laid out an 8-step plan on how corporate websites can evolve into social websites that integrate the social experience into their web site. The best part of his presentation, which you can see on the slides is the real-world examples of sites along each step of the integration process. 

  • Jeremiah was followed by Daniel Rasmus who spoke on The Future of Collaboration. My notes from his session are available. My key takeway from Daniel's presentation was the importance of building a collaborative process within your organization. Everyday policies, such as how workplaces are designed, are all an important part of the social culture of an organization. In simple things, like meeting planning and design, everyone should have a voice. He also spoke a bit about millenials and how to create a work environment that is both supportive of millenials, but also encourages them to knowledge share about things that they know about. [Slides]
Customers and Engagement Track: 
  • Audience Engagement Frameworks Case StudiesGert-Jan Schikker from Voetbal International presented on how a leading sports magazine in Holland has incorporated social into its online presence and seen a large increase in traffic and engagement. They've not only added social, but they also created mobile platforms, added video and worked with their advertisers and online storefront to create custom experiences based on user data. 

    Michael Fisher from Alterian and Steven Alessi of American Greetings Interactive gave a joint presentation about work they did around the Super Bowl. Alterian used its platform to create a campaign to show 46 different brands the value of monitoring customer sentiment. American Greetings talked about the work they have done to make the online card giving experience more interactive and allow brands to connect to consumers in a positive way. As Michael put it, the key is measurement. If you're not measuring, there's no way to know if you're being successful. 

  • How to Mold the Customer Experience: My favorite panel of the entire two days was moderated by Ian Truscott and had Melissa Casburn (ISITE Design) and Randy Woods (non-linear creations) speaking about creating a customer experience on your web site. The thing that made this presentation great was that Melissa and Randy had obviously worked together to build the presentation and incorporate examples from both of their work. The presentation was all about how to research your customers and build personas based on customer research and then use those personas to shape the experience on your web site. The approach to building personas is a great idea as it allows you to use aggregate data. Melissa and Randy also provided some useful information on how to get started with a limited budget and use crowdsourcing to help with the process. 

  • WCM as the Digital Marketing Hub: Ian Truscott and Robert Rose gave the final panel of the two days. Being the final panel is not an enviable position as people have been sitting around for two days, but Ian and Robert brought a lot of energy and humor that kept things interesting. Ian set things up by talking about the opportunity of working with customers on your web site. They are coming to your web site because they are looking for information. You have a chance to engage with them, but it's a brief opportunity and you need to make the most of it. Ian shared an awesome anecdote about a small town men's suit shop business owner and how he knows how to ask the right questions to provide a custom experience for each person that walks in the door. 

    Robert followed Ian and gave some great real-world examples about how web content management relates to online marketing. Back in the early days of web development, the process was owned by the IT / Tech departments, but your corporate website is really a marketing tool. Marketers need to have the ability to be creative and be able to try things (either A/B testing or multivariate testing) without having to go through a long and involved process. Robert gave a list of things that people could start doing immediately to help separate the marketing process from the technology process. 
More detailed notes from these sessions and the others I attended can be found on my blog.
My thanks to Gilbane San Francisco and Robert Rose, who gave me one of his speaker passes to the conference. I'm already looking forward to attending Gilbane Boston later this year. 
 
-- 
Sue Anne Reed
http://www.sueannereed.com
  

 [ The Deadline for Speaking Proposals for Gilbane Boston is June 14, 2010 - STT ]

Calling All Speakers

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The call for speakers has been issued, with June 14, 2010 being the deadline to submit a proposal for presenting at Gilbane Boston this year.

Guidelines can be found here: http://gilbane.com/speaker_guidelines.html

Feel free to ask us any issues you have that aren't covered above!

Or collaboration, enterprise social software, search, analytics, market trends, customer engagement strategies, intranet architectures, multi-channel publishing ..., or a prediction one of us has previously made that was prescient or presumptuous.

To learn more about the analysts on the panel including links to their blogs and Twitter accounts click on their name below. 

K2. Industry Analyst Keynote Debate: Industry Analyst Debate - What's Real, What's Hype, and What's Coming - May 19th 4:00pm - 5pm, Westin Market St, San Francisco

We invite industry analysts from different firms to speak at all our events to make sure our conference attendees hear differing opinions from a wide variety of expert sources. A second, third, or fourth opinion will ensure you don't make ill-informed decisions about critical content and information technologies or strategies. This session will be a lively, interactive debate guaranteed to be both informative and fun.

Panelists:
Rob Koplowitz, Principal Analyst, Forrester
Hadley Reynolds, Research Director, Search & Digital Marketplace Technologies, IDC
Tony Byrne, Founder, The Real Story Group & CMS Watch 
Scott Liewehr, Senior Consultant, Web Content Management, Gilbane Group 

How to submit questions:

http://gilbanesf.com

Gilbane Boston 2011

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