Curated for content, computing, data, information, and digital experience professionals

Category: Content management & strategy (Page 301 of 479)

This category includes editorial and news blog posts related to content management and content strategy. For older, long form reports, papers, and research on these topics see our Resources page.

Content management is a broad topic that refers to the management of unstructured or semi-structured content as a standalone system or a component of another system. Varieties of content management systems (CMS) include: web content management (WCM), enterprise content management (ECM), component content management (CCM), and digital asset management (DAM) systems. Content management systems are also now widely marketed as Digital Experience Management (DEM or DXM, DXP), and Customer Experience Management (CEM or CXM) systems or platforms, and may include additional marketing technology functions.

Content strategy topics include information architecture, content and information models, content globalization, and localization.

For some historical perspective see:

https://gilbane.com/gilbane-report-vol-8-num-8-what-is-content-management/

CM Professionals Elects First Board of Directors

CM Professionals, a group of content management professionals from around the world, elected its first formal Board of Directors. The new Board roster includes: Ann Rockley, President; Erik Hartman, Vice President; Seth Gottlieb, Treasurer; Samantha Starmer, Secretary; and Frank Gilbane. The election marks a kind of coming of age of the organization, which was formerly launched in October, 2004. Now with more than 250 members from around the world, CM Pros is expanding rapidly. The new board – which take the reins from an interim board – will be charged with converting a variety of strong program ideas from members into active initiatives. Early accomplishments include a resource gallery, active mailing lists, and a successful member “summit” in Boston, USA. CM Professionals is the premier community of practice for people involved with managing content for electronic and other media. CM Professionals collects, develops, organizes and provides access to knowledge about content management through online resources, email interaction and face-to-face summits. By identifying, refining, publicizing and advocating for respected content management practices and models, CM Professionals educates and fosters interaction among content management professionals, enterprise leadership, product vendors and university educators. www.cmprofessionals.org

Compliance, SOX, and Nonprofits

This morning I attended a workshop on the impact of Sarbanes-Oxley on
nonprofit organizations.  The combination of SOX and nonprofits intrigued
me.  Since Sarbanes-Oxley is all about public companies, with rules issued
by the SEC, my impression was that the connection between SOX and nonprofits was
zip.  It followed that the workshop was likely to be either very
interesting or very short.

It turned out to be very interesting.

Boiled down to essentials, there at least four ways in which the governance
and internal control concerns intersect with nonprofit organizations:

  • The "whistleblower protection" in section 1107 of
    Sarbanes-Oxley, which provides substantial penalties for any retaliation
    against employees or others who provide law enforcement officers with
    information about possible violation of Federal law, applies to nonprofits
    as well as to other kinds of entities.
  • The penalties for document destruction in section 802 of
    Sarbanes-Oxley also apply to nonprofits.
  • As SOX applies to more and more for-profit entities, parts of it are
    emerging as the expected standard of performance in the eyes of public and
    private funding sources.
      At the very least, nonprofits should expect
    that expectations regarding conflicts of interest, audits, and evidence of
    internal controls will increase and will follow the general outline of SOX
  • Some states are beginning to consider state regulations that impose parts
    of the COSO framework and other aspects of SOX on nonprofits. 
    California has already passed such legislation.  (For a summary of
    other state activity, take a look at this
    document
    from the National Council of Nonprofit Associations).

Practically speaking, my sense was that the most immediate impact on
nonprofits from a content management point of view was that, regardless of size,
these organizations need to document policies and procedures and ensure that
they are available and that they are used.  The focus of this effort
should, of course, be on staff and on board members, but should also extend to
volunteers who act as agents of the organization.  The policies and
procedures should include mechanisms for handling employee complaints and
document retention and destruction, in accord with SOX requirements.  They
should also, of course, deal with broader internal control issues such as
handling cash, soliciting and accounting for donations, making bank deposits,
and so on.

Government, Open Source, and XML

Writing for WindowsIT Pro, Paul Thurrott reports that the Commonwealth of Massachusetts has reached agreement with Microsoft on a license change to Microsoft Office that may have far-reaching consequences in several arenas of interest to Gilbane Report readers.

Microsoft has reached an agreement with Massachusetts that will result in the software giant easing its license restrictions for its Office 2003 document formats in return for the state dropping a previous requirement to only use document formats based on open standards. In early 2004, Massachusetts announced that it would require all state agencies to create and store information in document types based on open standards like HTML… The goal of the format requirement was to ensure that the state could read digital documents in perpetuity and not have to worry about document conversions down the road if they adopted a format that was later abandoned by its maker. However, under terms of its agreement with Microsoft, Massachusetts has revised its requirement to include so-called “open formats” such as the XML-based document types supported by Office 2003 applications such as Word and Excel.

Thurrott goes on to say that this compromise with Microsoft should be viewed as a blow to open source advocates, who would rather see governments adopt open standards for document archiving. Thurrott has a good point; I know from my own consulting that government archivists would love to have open, high-fidelity document formats to choose from. On the other hand, it is potentially good news that Microsoft will be loosening its licensing restrictions on the schemas that underlie the ubiquitous document formats.

Ernst & Young on Internal Controls

Last fall Ernst & Young published the results of a survey on trends in the implementation of internal controls,
focusing in particular on the progress that companies were making in meeting
Section 404 deadlines for Sarbanes-Oxley.  Since the publication date was
last October, this isn’t breaking news … but the existence of the survey was
news to me and I found it useful and interesting.  (You can get to the
Acrobat file by clicking here.)

The general message is (surprise!) that companies were finding that it was
taking much more effort than they expected and that they were not, in general,
sticking to the schedules they had put into place earlier.

But there are also findings that are a more surprising.  Here is an
example:  59% of the companies surveyed said that they were tracking their
testing and remediation work in an Access database or an Excel spreadsheet ( !!)
.  The implication is that these companies are not at all able to provide
real-time information about remediation across the organization.  Bummer.

Here is another one:  nearly 30% of the companies surveyed had not yet
selected a technology platform for 404 compliance implementation.  Since
these companies will have, in general, met their initial deadlines without
making a platform commitment, that suggests that there are a good number of
companies that have worked through the first round of 404 issues without making
a big technology buy.  These companies are in a good position to bring
clear expectations and requirements to their planning and purchasing.

2005 is the year that Section 404 internal controls become required for all
SEC filers, not just the accelerated filers. It is a pretty good bet that there
will be more companies coming to terms with the issues highlighted in the
E&Y survey.  It is worth a look if you haven’t seen it.

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