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Conference Program

* Subject to change

Opening Keynote Panel: The Analysts on Technologies & Trends

Our opening plenary panel looks at the big issues affecting content management strategies, including trends in the market, technology, and best practices. Frank Gilbane will moderate a keynote panel of analysts covering content management technologies who are thought leaders debating content management vs. enterprise content management, the role of database platforms, application servers, portals, open source, information integration, Web services, and other infrastructure technologies critical to content management strategies. We'll also look at upcoming technologies, market consolidation and the tough issues facing both vendors and users, and make predictions about the next 12-18 months. This panel is designed for anyone with a stake in content management whether project manager, business manager, IT strategist, consultant, integrator, market or financial analyst, or vendor, and will provide an informed context for what you will hear in the rest of the conference and see in the exhibition.

Do you want to suggest questions for the analysts?
Enter your questions as a comment to this blog post.

Moderator: Frank Gilbane, Conference Chair, Editor & Publisher, The Gilbane Report

• Kyle McNabb, Senior Analyst, Forrester Research
• Tony Byrne, Editor & Publisher, CMS Watch
• Tony White, Senior Analyst, Collaboration & Content Management
  The Yankee Group
• Geoffrey Bock, Senior Vice President, Patricia Seybold Group
• Mike Maziarka, Director, InfoTrends/CAP Ventures

Keynote Debate: Microsoft & Sun: What is the Right XML Strategy for Information Interchange?

Until recently it was difficult and costly to preserve your content in an "open" industry standard format so that it wasn't, in effect, held hostage by being in a software vendor's proprietary format and their own product and business goals. Integration of office documents into enterprise applications was a risky proposition for the same reason. With the widespread adoption of XML, and in particular Microsoft's support for XML in their Office suite, it seems like enterpises should finally be able to own their own information, share it with whom they want, and integrate office documents into critical enterprise applications. But is it really that simple?

At one level this can be framed as a debate between Microsoft and Sun/OpenOffice.org - and that is a choice organizations will have to make, but it is more complicated than that. In spite of the fact that OpenOffice and Microsoft Office both provide comprehensive XML support, there are still subtle differences that need careful consideration. Is one more "open" than the other? What are the practical implications of each approach? What are the relevant technical, legal, policy, and resource considerations? This is a significant issue: governments in Europe and in the U.S. (e.g., Massachusetts) are making policy/purchasing decisions about "open" document formats as well as about open source code. This panel, who are each intimately involved in the debate, will look at all sides of the debate, peel away the political and marketing hype, and provide you with a clear understanding of the real issues so you can make your own well-informed decisions.

Do you want to suggest questions for the panel?
Enter your questions as a comment to this blog post.

Moderator: Frank Gilbane, Conference Chair

• Jon Udell, Lead Analyst, InfoWorld
• Tim Bray, Director, Web Technologies, Sun
• Jean Paoli, Senior Director, XML Architecture, Microsoft

CTW Keynote Panel: Enterprise Panel on Best Practices & Implementation Strategies

Speakers in the keynote session for the CTW track complement the opening keynote on technology and trends by sharing their experiences with actually putting content technology to work. This panel features enterprise executives who will describe how their companies leverage the technologies discussed in the first keynote. We'll examine actual business and IT planning scenarios and identify the characteristics associated with successful content technology deployment. The panel sets the stage for the day's track of user success stories and case studies.

Moderator: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

• Larry Bouthillier, Director of Educational and Multimedia Technology Development, Harvard Business School
• Rob Rennie PhD, VP of Technology & CIO, Florida Community College

Conference Session Descriptions by Track

Content Management (CM track)

Our content management track covers what most people consider content management issues and technologies. This includes both web content management (WCM), enterprise content management (ECM), and also digital asset management (DAM). Whether you are a project manager, IT strategist, or business manager, you will find every aspect of planning, selecting, building, deploying, enhancing or replacing a content management system covered in this track. The faculty includes a wide range of well-known and respected content management consultants and authors, so you can be sure what you learn is based on experience and expertise.

CM-1. Planning for a Content Management System

A content management system is a critical investment, especially since businesses need to integrate content management with other core business applications. This session will help you get started by providing guidance on how to determine the scope & purpose of a CMS, what types of CMSs are available, the trade-offs between building and buying, which organizations should be involved in choosing and owning a CMS, and how you should develop a list of requirements, questions, and a list of potential vendors.

Moderator: Bill Trippe, Sr. Editor, The Gilbane Report

• Hilary Marsh, President, The Content Company
  Content Strategy - The Essential Precursor to CMS
• Seth Earley, President, Earley & Assoc.,
  Top Ten Tips for an Effective Content Strategy

CM-2. Content Management System – Strategies and Stories

This session will provide you with a wealth of information based on the experiences of three content management system implementers: a consultant covers the temptation to “over manage”, a content/knowledge manager from an office supply company offers advice on a number of practical management issues, and a software architect from a financial services firm will analyze his company’s CMS implementation and the effect it had content security and privacy.

Moderator: Brice Dunwoodie, Editor, CMSwire

• Lisa Welchman, Founder & Principal Consultant, Welchman Consulting
  How Much Management Does Your Content Need?
• Maura Ardis, Product Knowledge and Content Manager, Staples
  Designing a Content Management System: “Been There Done That”
• Dr. James Musick, Senior Architect & Knowledge Portal Manager, Genentech

CM-3. The Future of Content Management

In this lively panel of vendor visionaries, we’ll take a look at what they see as the future for content management systems and technologies. After hearing from the analysts in the opening keynote, we give the executives in charge of developing the products a chance to have their say.

Do you want to suggest questions for the panelists?
Enter your questions as a comment to this blog post.

Moderator: Frank Gilbane, Conference Chair, Editor & Publisher, The Gilbane Report

• David Nelson-Gal, Senior Vice President of Engineering, Interwoven
• Rich Buchheim, Senior Director, Enterprise Content Management Strategy, Oracle
• Mark Fasciano, CEO, FatWire
• Paul Pedersen, Co-founder & Chief Technologist, Mark Logic

CM-4. A Look at Some Management & Technical Challenges

This session includes three presentations targeted at managers, especially those involved with complex single source CMS requirements: one from a well-known consultant and author on managing enterprise content, one from an experienced documentation manager on what you should do differently from your first implementation during the bubble, and the third from a technologist who helped design and implement a high-volume multi-channel CMS solution.

Moderator: Seth Gottlieb, Director of the Content Management Practice
Optaros, Inc.

• Ann Rockley, President, The Rockley Group
• Jan Johnston-Tyler, Hardware Writing Manager, Juniper Networks, Inc.
  Content Management after the Bubble, or The New IT Millennium in the Hundred Acre Woods
• Scott Handley, Master Technologist, Software Designer VII, Information Product Development & Services, Hewlett-Packard
  Making Real-time, Multi-channel Publishing of Complex Publications a Reality in a High-volume Environment

CM-5. Content Management Globalization

Most organizations, especially in the U.S., didn’t pay much attention to multi-lingual and other globalization issues when implementing their first or second content management system, but with e-commerce re-emerging in a more rational environment, content and website globalization can no longer be ignored. Even small businesses are becoming more dependent on global sales. In this session the first speaker will look at current best practices in website globalization, and the second speaker will look specifically at how XML, and in particular DITA, can help with complicated content translation applications.

Moderator: Bill Trippe, Sr. Editor, The Gilbane Report

• John Yunker, President, Byte Level Research
  Beyond Borders: What To Know Before Taking Your Web Site Global
• Eric Silberstein, Founder & CTO, Idiom Technologies
  Closing the Globalization Gap with XML and DITA

CM-6. Driving to the big E – Transforming e-learning into Enterprise Learning via Enterprise Content Management

In this session, two experts combine forces to present the case for abandoning treating e-learning and content management as two independent domains. Instead, an Enterprise Learning System should capitalize on the features and functions of Enterprise Content Management to deliver on the promise of reusable learning objects across synchronous and asynchronous learning. Real world examples will underscore the value of bringing the artificially separate arenas of e-learning and content management into a unified enterprise vision. Learn how adopting a single approach across these traditionally disparate systems can gain efficiencies and productivity for the learning community.

• What is Enterprise Learning? It’s not just e-learning but e-ref, e-help, e-instruction.
• The Artificial Boundaries Around E-learning. The wall between E-learning and ECM should come down as what makes for valuable content in a CM system are the same for what makes for valuable content in a learning system.
• The Single-sourcing of Learning Solutions. Why the Reusable Learning Objects have typically failed and how to realize the promise of RLOs across multiple departmental needs.
• What Your Enterprise Learning System Should Look Like. Practical recommendations for moving to an integrated content system serving the learning needs of the enterprise.

Moderator: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

• Ben Martin, Partner, Industrial Wisdom
• Conrad Gottfredson, Phd, Conduit TecKnowledgy

CM-7. Classifying Content Management Systems & Modeling Content Objects

This session contains two presentations that will seem very different at first, but they do have something in common. The first presentation describes an effort to help companies understand how to compare the vast number of content management systems by classifying them by function and feature, CMSML (Content Management System Markup Language). The second presentation looks at the discipline of classifying your content objects and the relationships between them. Each of these disciplines can save you time and money, and help you be more efficient – whether selecting a CMS, or preparing your content for management by your CMS.

• Erik Hartman, Hartman Communicatie BV
  Classifying Enterprise Content Management Systems
• Seth Miller, Founder and CEO of Miller Systems
  Content Object Modeling: The Next Phase in the Evolution of Content Management

CM-8. One Minute with a CMS Vendor

In this lively session a representative group of content management vendors will be asked a question by an expert CMS consultant and each given one minute to respond in turn before a buzzer goes off. If you prefer immediate, succinct answers to your questions over mining through piles of literature or sitting through presentations or demos this is the session for you.

Moderator: Tony Byrne , Editor, CMSWatch; Author, The CMS Report

• Steve Kusmer, CEO, Atomz
• Nathan Rawlins, Sr. Product Marketing Manager, Serena Software
• James Gonthier, Chief Technology Officer, Refresh Software
• Craig Barberich, Sr Product Manager, Web Publishing Systems, Macromedia
• Alex Pozin, Product Marketing Manager, Open Text

Document & Records Management & Compliance (DM/RM track)

Document and records management are receiving dramatic increases in attention these days. The need for both has not diminished with the increase in web applications. Instead, there are more (electronic) documents and records than ever to be managed. And with ECM vendors acquiring these capabilities and marketing their newly combined (or not) solutions, companies are being re-educated in the need to manage all their content. Combine this and with new security and compliance requirements associated with Sarbanes-Oxley, HIPAA, etc., and the result is a need for companies to review the rules and policies regarding many different types of documents, records, and digital content. This track will look at how to deal with these issues in today’s more complicated digital corporate environments.

Track Chair: Bill Zoellick, Senior Analyst, The Gilbane Report

See Bill Zoellick's blog posts on compliance

DM/RM-1. The State of the Art in Managing Electronic Records

Records management has a long history and is a critical function in organizations of all types and sizes. Today’s endlessly increasing amounts of rapidly changing electronic information make the problem seem insurmountable, especially since most organizations have important records on paper and perhaps other physical media in addition to email, web sites and office documents. This session will provide an update on the state-of-the-art of electronic records management.

Moderator: Bill Zoellick, Senior Analyst, The Gilbane Report

• Bruce Miller, e-Records Strategy and Business Development Executive, IBM Corp

DM-2. Approaches to Compliance & the Role of ECM

Compliance regulations effect just about all organizations, and it seems every technology supplier has realized this and decided they want to help. Clearly ECM vendors have a key role to play, as do any technology suppliers whose products manage enterprise information. But compliance is also about implementing and managing processes, and risk, and reporting, and there are specifics of the various regulations that require domain expertise. This panel will discuss the relative roles of ECM, Databases, Collaboration, and specific compliance management solutions.

Moderator: Bill Zoellick, Senior Analyst, The Gilbane Report
See Bill Zoellick's blog posts on compliance

• Chris Sprague, Director, Compliance Solutions, EMC Software Group
• Sebastian Holst, VP Marketing & Product Management, Axentis, Inc.
• Harald Collet, Principal Product Manager Records Management & Compliance Support, Oracle Corp

DM-3. Making the Most of Compliance

Dealing with compliance is still viewed by most companies as a necessary evil – an expense that will hurt their bottom line. Compliance however, can be looked at as an opportunity to better understand and manage what your organization does with business content of all types. There are significant business benefits to implementing a combination of policies and procedures with supporting technology that provide control over who sees what, when, where, and what they can do with it. This session will look at the benefits of incorporating compliance under a broader content governance and control strategy.

Moderator: Bill Zoellick, Senior Analyst, The Gilbane Report
See Bill Zoellick's blog posts on compliance

• Lynn Brewer, Author - Confessions of an Enron Executive, Founding Chairman, The Integrity Institute, Inc
• Carole Stern Switzer, Esq., Vice President and General Counsel, OCEG
• Michael Evans, Director of Strategic Investments, Ernst & Young, LLP

Enterprise Search, Knowledge Management & Collaboration (ES/KM track)

Each of these topics are important on their own, but when you look at the way most companies implement an intranet or KM or collaboration or a portal, you will always find some combination of these approaches and technologies, usually also combined with categorization and taxonomy efforts. In this track you will learn about these technologies, as well as how people actually use them to share and leverage existing and emergent knowledge. We'll also cover the use of newer technologies that are plaing a larger role in the applications, including enterprise Blogs, Wikis, and RSS.

ES/KM-1. What's New in Enterprise Search

This session will provide snapshots of the key new features of six systems: Blossom Software, Endeca ProFind, the Google Appliance, Speed of Mind, Vivisimo, Verity, and FAST Search & Transfer. Each of these companies has new features that make them leaders in their specific search markets. In addition to a description of the search engine, a comparison of these six systems' core strengths and weaknesses will be presented.

Moderator: Erik Arnold, Consultant, Infozen, Inc., Co-owner, Arnold Information Technology

• Andrew Feit, Senior Vice President, Verity
• Bjørn Olstad, CTO, Co-founder, Fast Search & Transfer Inc
• Peter Bell, Co-founder, Endeca

ES/KM-2. Requirements: Avoiding Science Fiction When Specifying Search Systems

This session identifies the six pitfalls in preparing requirements for enterprise search systems. The cost of an enterprise search system can spiral out of control if certain features are required for an enterprise search system. Vendors do not identify these "cost boosters." Attendees will be able to constrain these hot spots. Once identified, requirements can be more closely tailored to the core functionality that virtually all enterprise search systems can deliver without additional fees or custom coding.

Moderator: Erik Arnold, Consultant, Infozen, Inc., Co-owner, Arnold Information Technology

• Steve Kusmer, CEO Atomz
• Terry Clift, President, ISYS Search Software
• Dave Schubmehl, VP Discovery Products, Open Text

ES/KM-3. Blogs, Wikis, and RSS as Enterprise Content Applications

Most of you have probably not seriously considered using these technologies as enterprise applications, or as components in these applications. Yet there are companies using these technologies for collaboration, knowledge management, and publishing applications in corporate environments, and there are vendors marketing products based on these to businesses like yours. Do these companies only represent the experimental fringe, or are they early adopters of technologies that will soon be part of every IT department’s bag of tricks? In this session we’ll take a look at the suitability of these for corporate use and hear from both skeptics and proponents of, for example enterprise or group blogs. You will come away from this session able to discuss these issues with your colleagues back in the office.

Take our survey on enterprise use of blog and wiki technology. We'll be posting the results here.

Moderator: Lauren Wood, Senior Technical Program Manager, Sun Microsystems

• Ross Mayfield, Co-founder & CEO, Socialtext, Inc.
• Peter Quintas, Chief Technology Officer, SilkRoad Technology
• Dan Farber, Vice President, CNET Networks, Editor in Chief, ZDNet
• Joe Kraus, Co-founder & CEO, JotSpot

ES/KM-4. KM & Collaboration Case Studies

This session includes presentations describing intranet applications that have increased shared knowledge and collaboration among colleagues. The first presentation describes an application that provides scientists the ability to leverage intellectual property and meet regulatory requirements, and the second looks at how an international communications company was able to implement a system for finding and sharing expertise, best practices, and new ideas across the organization.

Moderator: Glen Secor, Senior Consultant & Legal Analyst, The Gilbane Report

• Charlie Sodano, Ph.D, Manager of Information Services, Berlex Biosciences
  Electronic Laboratory Notebooks in the Pharmaceutical R&D Environment The Key to Increasing R&D Productivity
• Stéphane Ethier, Director Knowledge Management, Cossette Communication Group
  Optimizing Knowledge Management with XML at the Cossette Communication Group

ES/KM-5. Taxonomies & Topic Maps

If you are involved in content technologies you have at least heard of taxonomies, and are probably familiar with examples of them. However, few companies have much experience with implementing and maintaining taxonomies. In this session you will get some advice from a consultant who has experience with developing the different types of taxonomies needed for intranets, extranets, and product and marketing sites. The second presentation looks at “Topic Maps”, which may be new to many of you. In this presentation an integrator will describe the role of Topic Maps and offer a vision for topic-centered applications.

Moderator: Geoffrey Bock, Senior Vice President, Patricia Seybold Group

• Theresa Regli, Principal Consultant, Content Management and User Experience, Molecular
  Taxonomies for internal users vs. external customers
• Christopher Hill, Senior Analyst, Innodata Isogen
  Why You Need Topic-centered Applications

Enterprise Information/Content Integration (EII track)

The problem is simple and familiar and growing; you have built multiple content, document, and database repositories across your organization. They may all work just fine on their own, and you may have even connected a few using some kind of a conversion tool. But you have realized that to accomplish the kinds of productivity, efficiencies, and ROI you expected from your individual applications, you need information integration, which is much more complicated than application integration, to be the rule rather than the exception. To accomplish that, you need easy, fast, reliable, and cost-efficient ways for applications to share content. This track will look at the issues and technologies and approaches associated with this increasingly important area.

EII-1. Issues in Enterprise Information Integration

In addition to the databases you need to access for your internet applications to deliver on their promise, you have a rapidly growing number of content, document, and digital asset management systems deployed in your organization, all of which contain critical content for your CRM or e-commerce, or publishing or marketing or portal/intranet application. How do you integrate content from all these applications and content? Why is it so difficult and what can you do about it? This session looks at two of the tough issues: organizing and architecting mixed structured and unstructured data, and integrating content form multiple repositories.

Moderator: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

• Robert J. Glushko, Adjunct Professor, University of California Berkeley
  Document Engineering: Crossing the Data/Document Chasm in Information Modeling
• Roy T. Fielding, Chief Scientist, Day Software, JSR-170 Standardizing the Content Repository

EII-2. Information Integration at Work

Information integration is a big and complex topic – sometimes it seems too big to get a handle on. In order to make some of the complexity a little more accessible, this session will examine a few different actual examples of complex content integration, and analyze some of the specific challenges and results.

Moderator: Dale Waldt, President aXtive Minds

• Ashish Agrawal, Senior Product Manager, Intelligent Documents Business Unit, Adobe
• Eric Stevens, Director, Research & Strategy, Hummingbird, Ltd.

Content Technology Works (CTW track)

The Content Technology Works™ track focuses on analyses of successful deployments of content technologies from the enterprise user’s perspective. While there are thousands of implementations of content management technologies, accepted best practices are still difficult to find. The Content Technology Works initiative, which is administered by The Gilbane Report, addresses this critical need. Our CTW program is designed to identify and verify emerging best practices. Through our published CTW case studies, we share successful implementations in a marketing-free environment so that more companies can gain the confidence to implement and benefit from content technology. The CTW track comprises presentations by users who have been there and done that. Our user speakers will provide insight and advice about what does and doesn’t work based on real experience.

Track Chair: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

CTW-1. Solutions for Complex Content Applications 1

There is a wide range in the types of content that enterprises need to manage, all the way from simple listings of contact information for a website, to complex multi-lingual content that is integrated from multiple structured and unstructured information repositories. In this session speakers will share their experiences with deploying technologies that handle the heavy lifting that’s required when complex content drives an organization’s business.

Moderator: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

• Ed Homich, Product Manager, Online Brand, MotherJones.com
• Allen Syiek, Consultant & Principal, Commandtext
• Ryan Kuder, Product Manager, Globalization Content Management Systems, eBay

CTW-2. Solutions for Complex Content Applications 2

Moderator: Mary Laplante, VP Consulting Services, Bluebill Advisors, Sr. Editor, Gilbane Report

• Bill Seawick, CMO, Trados Corporation
• Theresa Regli, Principal Consultant, Content Management and User Experience, Molecular
• Shane Lennon, VP Marketing, Context Media

Post-conference Workshops

These intensive half-day sessions immediately follow the main conference and will help you accelerate your project through a level of immersion not possible in a larger conference.

Web Content Management Systems: Architectures and Products

Tony Byrne, Founder, CMS Watch, Publisher, The CMS Report

Join us for a half-day workshop that can help you and your team understand Web Content Management technologies, architectures, and the marketplace. CMS Watch founder Tony Byrne leads an intensive, fast-paced introduction to Web Content Management functionality, product categories, and specific vendors. The session concludes with a roadmap for product selection. Learn:

This session assumes you have developed a business case and at least some semblance of requirements such that you want to get into the nitty-gritty of product functionality and architectures. As a vendor-neutral presentation, this seminar will enable you to sharpen your organization's CMS needs and identify suitable technology choices.

Using XML in Enterprise Content Management: Technologies and Case Studies

Bill Trippe, Senior Editor & Consultant, Gilbane Report

Both XML and Content Management continue to grow in use and importance. XML is now a key component in many enterprise applications, especially those tied to the Internet. At the same time, content management has expanded from its original scope of managing web content to managing compound and simple documents, digital assets, electronic forms, and the business processes that surround this content. With this expanded scope, XML is seemingly everywhere at once. But what are the key XML technologies and standards for content management? What is being used today successfully? This workshop provides an in-depth look at XML and how it is used in content management, and will include important background and current status of key technologies, case studies of successful content management projects using XML, and a discussion of important trends and new technologies.

Enterprise Search - Principles, Players, Practices, & Pitfalls

Steve Arnold, Co-founder of Arnold Information Technology

Join Steve for a half-day workshop that can help you and your team prepare for an enterprise search deployment. Steve leads an informative, content rich review of the basics of enterprise search, including principles, key players, practices, and pitfalls. Learn:

This seminar equips attendees with essential information to acquire an enterprise search system that will meet the needs of the organization's users. The seminar is vendor neutral. Attendees will learn specific facts and insights that will reduce the likelihood of vendor lock-in and a mismatch between needs and system functionality.

Taxonomy and Metadata for Business Impact

Theresa Regli, Principal Consultant, Content Management and User Experience Molecular; Joseph Busch & Ron Daniel, Principal Consultants, Taxonomy Strategies

There’s a lot out there about taxonomy strategy and theory: but what about taxonomies that work, delivering real impact to businesses and their customers or internal business users? A consistent taxonomy facilitates better search, personalization, and the cross-referencing of content; this tutorial will show you, rather than tell you, how it’s done. First, two in-depth case studies will be presented that show the creation, implementation and impact of taxonomy and metadata. Second, you’ll learn about different approaches to running a taxonomy project, the business case and motivations for taxonomy, and best practices around governance and process.

• The “controlled vocabulary” for taxonomy and meta data
• Two taxonomy case studies
• Best Practices: Tagging and Tools
• Running a taxonomy project
• Best Practices: Governance and Process

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