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Over the past few weeks, since publishing Smart Content in the Enterprise, I’ve had several fascinating lunchtime conversations with colleagues concerned about content technologies. Our exchanges wind up with a familiar refrain that goes something like this. “Geoffrey, you have great insights about smart content but what am I supposed to do with all this information?” Ah, it’s the damning with faint praise gambit that often signals an analysis paralysis conundrum for decision-making.

Let me make one thing perfectly clear -- I do not have an out-of-the-box prescription for a solution. It’s not simply a matter of focusing on your customer experience, optimizing your content for search, investing in a component content management platform, or adopting DITA – although, depending on the situation, I may recommend some combination of these items as part of a smart content strategy.

For me, smart content remains a work in progress. I expect to develop the prescriptive road map in the months ahead. Here’s a quick take on where I am right now.

  • For publishers, it’s all about transforming the publishing paradigm through content enrichment – defining the appropriate level of granularity and then adding the semantic metadata for automated processing.
  • For application developers, it’s all about getting the information architecture right and ensuring that it’s extensible. There needs to be sensible storage, the right editing and management tools, multiple methods for organizing content, as well as a flexible rendering and production environment.
  • For business leaders and decision makers, there needs to be an upfront investment in the right set of content technologies that will increase profits, reduce operating costs, and mitigate risks. No, I am not talking about rocket science. But you do need a technology strategy and a business plan.

As highlighted by the case studies included in the report, I can point to multiple examples where organizations have done the right things to produce notable results. Dale and I will continue the smart content discussions at the Gilbane Boston conference right after Thanksgiving, both through our preconference workshop, and at a conference session “Smart Content in the Real World: Case Studies and Real Results.”

We are also launching a Smart Content Readiness Service, where we will engage with organizations on a consulting basis to identify:

  • The business drivers where smart content will ensure competitive advantage when distributing business information to customers and stakeholders
  • The technologies, tools, and skills required to componentized content, and target distribution to various audiences using multiple devices
  • The operational roles and governance needed to support smart content development and deployment across an organization
  • The implementation planning strategies and challenges to upgrade content and creation and delivery environments

Please contact me if you are interested in learning more.

In short, to answer my lunchtime colleagues, I cannot (yet) prescribe a fully baked solution. It’s too early for the recipes and the cookbook. But I do believe that the business opportunities and benefits are readily at hand. At this point, I would invite you to join the discussion by letting me know what you expect, what approaches you’ve tried, where you’ve wound up, what you think needs to come next – and how we might help you.

Authoring in a structured text environment has traditionally been done with dedicated structured editors. These tools enable validation and user assisted markup features that help the user create complete and valid content. But these structured editors are somewhat complicated and unusual and require training in their use for the user to become proficient. The learning curve is not very steep but it does exist.

Many organizations have come to see documentation departments as a process bottleneck and try to engage others throughout the enterprise in the content creation and review processes. Engineers and developers can contribute to documentation and have a unique technical perspective. Installation and support personnel are on the front lines and have unique insight into how the product and related documentation is used. Telephone operators not only need the information at their fingertips, but can also augment it with comments and ides that occur while supporting users. Third-party partners and reviewers may also have a unique perspective and role to play in a distributed, collaborative content creation, management, review, and delivery ecosystem.

Our recently completed research on XML Smart Content in the Enterprise indicates that as we strive to move content creation and management out of the documentation department silo, we will also need to consider how the data is encoded and the usefulness of the data model in meeting our expanded business requirements. Smart content is multipurpose content designed with several uses in mind. Smart content is modular to support being assembled in a variety of forms. And smart content is structured content that has been enriched with semantic information to better identify it's topic and role to aide processing and searching. For these reasons, smart content also improves distributed collaboration. Let me elaborate.

One of the challenges for distributed collaboration is the infrequency of user participation and therefore, unfamiliarity with structured editing tools. It makes sense to simplify the editing process and tools for infrequent users. They can't always take a refresher course in the editor and it's features. They may be working remotely, even on a customer site installing equipment or software. These infrequent users need structured editing tools that are designed for them. These collaboration tools need to be intuitive and easy to figure out, easily accessible from just about anywhere, and should be affordable and have flexible licensing to allow a larger number of users to participate in the management of the content. This usually means one of two things: either the editor will be a plug in to another popular word processing system (e.g., MS Word), or it will be accessed though a thin-client browser, like a Wiki editor. In some environments, it is possible that both may be need in addition to traditional structured editing tools. Smart content modularity and enrichment allows flexibility in editing tools and process design. This allows the  use of a variety of editing tools and flexibility in process design, and therefore expanding who can collaborate from throughout the enterprise.

Also, infrequent contributors may not be able to master navigating and operating within a  complex repository and workflow environment either for the same familiarity reasons. Serving up information to a remote collaborator might be enhanced with keywords and other metadata that is designed to optimize searching and access to the content. Even a little metadata can provide a lot of simplicity to an infrequent user. Product codes, version information, and a couple of dates would allow a user to hone in on the likely content topics and select content to edit from a well targeted list of search results. Relationships between content modules that are indicated in metadata can alert a user that when one object is updated, other related objects may need to be reviewed for potential update as well.

It is becoming increasingly clear that there is no one model for XML or smart content creation and editing. Just as a carpenter may have several saws, each designed for a particular type of cut, a robust smart content structured content environment may have more than one editor in use. It behooves us to design our systems and tools to meet the desired business processes and user functionality, rather than limit our processes to the features of one tool.

I have a new post over at EMC's Community site, "Preserving Electronic Public Records: Lessons from the Washington State Digital Archives." This is part of our ongoing series for EMC on the use of ECM and XML in the public sector.

CMIS Use Cases

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If you're like me and have been thinking about CMIS (Content Management Interoperability Services), but need some use cases to help you conceptualize it better, Laurence Hart has put together a very useful presentation. He welcomes comments.

As usual, Robin Cover has a great list of resources here.

An Information Parable

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With apologies to S. I. Hayakawa, whose classic "A Semantic Parable" has been a staple of virtually everyone's education for more than a half-century.

Not so long ago nor perhaps all that far away, there existed a need for several departments of a huge organization to share information in a rapid and transparent way so that the business of the organization could be improved and its future made more secure.

Now each of these departments understood and agreed with the basic need for sharing, so no one expected there to be problems achieving the desired results.  Each department had its own IT group, working diligently using best practices of information technology as they understood them. When the need for information sharing among the departments became evident, the executive managers called a meeting of IT, operating managers and lead technologists from each department.  At this meeting, the executives explained that the need for a more transparent and flexible information environment among the departments and with the world outside.  Everyone nodded their agreement.

The IT manager of a major department exclaimed; "what we need is an enterprise information architecture; an EIA." Most of the other IT representatives agreed, and an effort to develop such an architecture was begun right there. The initiating department stated that because it had the largest and most mature IT infrastructure, the EIA should be modeled on technology approaches it was using.  Several other departments agreed--they had already adopted similar IT approaches and could easily participate in such an EIA.  Some other departments, however, having gone down different paths in their IT planning, took some issue with this suggestion. They feared that changing course to come in line with the suggested architecture could seriously disrupt their existing IT plan, funding and staffing.  Although willing to be good citizens, they were mindful that their first responsibility was to their own department.

More discussion ensued, suggesting and examining different IT concepts like J2EE, SOA, SQL, Web-centricity, BPR, and so on.  Several departments that had software capable of supporting it even mentioned XML. Like a Chinese puzzle, the group always found itself just short of consensus, agreeing on the basic concepts but each bringing variations in implementation level, manufacturer, etc., to the discussion.  In the end, tempers frayed by the seemingly endless circular discussions, the group decided to table further action until more detail about the need could be developed. Actually, nearly everyone in the room knew that they probably were, at that moment, as close to consensus as they were likely to get unless the top managers chose and mandated a solution. Anticipating just such a mandate, nearly every department descended on top management to make the case for its particular IT and EIA approaches, or , sensing defeat, for an exemption from whatever the decision turned out to be. The top managers of course, who knew little about the details of IT, were affected most by the size and clout of the departments beseeching them and by the visibility of the IT vendors they touted.  Battle lines were drawn between groups of departments, some of whom even went so far as to turn their vendors loose on top management to help make the case for their approach. Like molasses in winter, the entire situation began to congeal, making any movement-or communication among the departments for that matter-unlikely.  In the midst of this growing chaos, the original need to share information-and the information itself-was almost completely forgotten.

Then, when things looked terminal, someone from a department operating staff suggested that maybe things would work better if the organization just developed and adopted standards for the information to be exchanged and didn't try to develop anything so far-reaching as an entire Enterprise Information Architecture. At first, no one listened to this obviously "un-IT" suggestion, but as things got worse and progress seemed out of reach, top management asked why the suggestion shouldn't be considered.  After much grumbling, a meeting was called in which the staff making the suggestion laid out their ideas:

  • First, they said, we should decide what information must be exchanged among departments. We can do this based on our knowledge of the information content itself so we won't need a great deal of technical skill beyond an understanding of the information standard selected.
  • Next, we might decide what interchange format will be use to exchange the information. It will be important that this format be capable of easy creation and ingestion by the IT tools in each participating department. XML seems to be a growing interchange format so maybe we should consider XML.
  • Then we can document what and how we want to exchange, and publish the documentation to every department so that their staffs can attend to the task of exporting and importing the desired information elements, taking care to avoid asking the departments to use any particular technology to accomplish this exchange, but with the easy availability of XML tools, that shouldn't be difficult.
  • Then we may want to set some deadlines by which the various departments must be able to exchange information in the format we choose. That will ensure that the entire effort keeps moving and will help flush out problems that need more resources. Maybe if we just tell them the results we need, they won't be so likely to resist.
  • Finally, we ask the various IT staffs to come up with their own technological approaches to the act of sharing: intranet, Internet, VPN, etc. They're really good at this and they should have the say as to how it is done for their department.

After the presentation, there was silence in the room followed by some mildly contemptuous grumbling from some of the IT staff members in the back.

How, they whispered, could a complex challenge like integrating the organization's IT systems into an EIA be dealt with by a few simplistic rules about data formats?   Finally, one of these malcontents gave voice to this objection, to which the presenter replied that the entire idea was to avoid impact on the complex ongoing IT activities of the various departments. The goal, he said, was to articulate what the organization needed in terms of information, leaving the approaches for its provision to each department's IT staff. This, he said, would hopefully provide a level at which consensus could be reached, technologically based consensus having proven elusive for many reasons, some quite serious.

Sometimes, he said, it isn't as important to create the impetus to force consensus, as it is to develop a rationale on which that consensus can be achieved and accepted voluntarily by the players. In the case of our hypothetical organization, there were reasons why the technological lives of the departments would never fully coincide and why each would resist even the weight of management dictates to do so. There were not, however, the same reasons why these departments could not agree on what the organization needed in shared information, if each department would be allowed to support the sharing in its own way.

The group thought about this radical departure from good systems engineering disciplines and began to realize that perhaps some integration challenges cannot be met by traditional (hard) systems and technology approaches--in fact, it may have taken quite some time and more conversations to reach this point. When this had finally penetrated, the departments agreed to base their collaboration on information itself, began the joint process of building needed interchange foundations, actually working with the operating staffs who created, used and understood the information--they chose XML and each department found that it had significant XML resources in the software it already used--and went back to work confident that they would be asked to give up neither their hard-won IT environment nor their autonomy as professionals.

As for the organization as a whole, over the next year or so it saw its information sharing begin to improve, spent relatively little of money doing it... and it was able to continue the practice of having all-hands holiday parties at which the department IT staffers and operating folks spoke to one another.

Gilbane San Francisco

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Looking ahead to our conference in San Francisco, there are a number of sessions related to XML and content management, as well as some broader sessions on SaaS and content management platforms. David Guenette and I are working with Frank on the Content Technologies & Strategies (CTS) track as well as the Enterprise Publishing Technology (EPT) track. At this writing, we have the following sessions on tap (and you can see the whole grid here).

CTS-1: XML Strategies for Content Management

XML is fundamental to content management in two important ways--in how the content is tagged and structured and also in how content management systems interact with each other and with other enterprise applications. This session looks at how successful organizations make the best use of XML to support critical business processes and applications.

CTS-2: Enterprise Rights Management: Best Practices & Case Studies

As content management systems proliferate, so do the requirements for better and more sophisticated protection of that content. Simply stated, traditional protection is not enough--content needs to be protected persistently throughout complex business processes. Enterprise Rights Management platforms are answering these challenges, and this session uses case studies to help explain how this technology can help you meet your requirements.

CTS-3: SaaS - Is Software as a Service Right for You?

Software as a Service is exploding. Every day brings new offerings, new approaches, and new adopters. While content management SaaS offerings were once limited to Web Content Management, there are now SaaS offerings for document management, ECM, globalization, and XML-based component content management. This session looks at the big questions about SaaS and discusses whether SaaS might be right for you.

CTS-4: Platform Pros & Cons: SharePoint vs. Oracle vs. Documentum vs. IBM

The long-predicted content management platform wars are upon us. Activity is everywhere--the introduction of SharePoint 2007, Oracle's acquisition of Stellent, and EMC's continued aggressive acquisition strategy, and IBM's acquisition of Filenet. Will we all end up using one of these four platforms, and if we do, would this be a good thing? This session will offer the vendor, user, and industry perspective on this dominant issue.

CTS-5: Financial Content Collaboration with XBRL & RIXML

If you follow XML in the financial services arena, you undoubtedly know about XBRL, the emerging standard for financial data reporting that is really taking hold at the SEC and the regulatory agencies of EU countries. But a lesser known but equally intriguing standard is RIXML, the Research Information Exchange Markup Language. This session looks at these standards and the implications for the lifecycle of financial content.

EPT-1: Enterprise Publishing with XML (DITA)

June 2008 marks the third anniversary since DITA 1.0 was approved by the OASIS Technical Committee, and it is very safe to say that no XML-based publishing standard has had such rapid and far-ranging uptake. This session looks at some emerging uses of DITA while also discussing some of the positive business impact enjoyed by companies who have already adopted the standard.

EPT-2: Multi-Channel Publishing - How to Do It

Multi-channel publishing has become a mandate for nearly every organization. With the explosion in mobile devices, the mandate is becoming more complex. But along with this complexity comes opportunity to serve more users and more applications. This session offer case studies and practical advice for implementing multi-channel publishing to support your business objectives.

EPT-3: Digital Publishing Platforms: Magazines, Newspapers & eBooks

Amazon's Kindle may be getting all of the publicity, but there is an explosion in new devices, technologies, and products for digital publishing--with implications for every traditional publishing medium. What are these new technologies, and what opportunities do they present to publishers? Hear from publishers and technologists, as well as some of the results of the Gilbane Group's extensive research into how these technologies are reshaping the digital publishing landscape.

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