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Heritage management training
The aim of this training is to provide you with an understanding
of the skills needed to help you develop cultural heritage         The heritage management training
management in your enterprise. You will learn why skills in        should take you approximately 2 – 2.5
cultural heritage management are required by enterprises in        hours.
order to gain more benefits from the optimisation of your
Enterprise Cultural Heritage (ECH). This training material will    This material was last updated on 14th
help you to:                                                       December 2011.

•    Understand the meaning and importance of cultural
heritage management in enterprises

•   Develop creativity and quality in your product and services
through optimisation of your heritage assets

•   Implement Enterprise Cultural Heritage management in
your organisation




                This work is licensed under Creative Commons Attribution 3.0 Unported License.
Before you start…

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                    2
What is Enterprise Cultural Heritage (ECH)?

The term used to describe your organisation’s history and its creations, which
have the potential to uniquely innovate and differentiate your products and
services, is Enterprise Cultural Heritage (ECH).

Would you like to learn more about the theory behind ECH?

Academic paper:
Aaltonen, S, de Tommaso, D, Ielpa, G, Heinze, A, Kalantaridis, C, Vasilieva, E
and Zygiaris , S (2010) Power of the past and SME competitiveness: A
European study, in: ICSB 2010, June 24-27, Cincinnati, Ohio, USA 45202.
Available online http://usir.salford.ac.uk/12488/

Wikipedia:
Open resources about Enterprise Cultural Heritage at Wikipedia
page: http://en.wikipedia.org/wiki/Enterprise_Cultural_Heritage

Open community: Join our ECH Open Community on LinkedIn:
www.linkedin.com/groups?about=&gid=3743528&trk=anet_ug_grppro
                                              3
The ECH management approach

The aim of the ECH management approach is to help you to differentiate your
enterprise from others and innovate your products and services, thereby giving
you a competitive advantage!

The ECH management is based on

•   Recognition,
•   Evaluation,
•   Implementation and
•   Re-evaluation of these activities…

ECH management is integrated with four aspects of existing enterprise
activities:

•   Brand management,
•   Change management,
•   Heritage management and
•   Intellectual Property management.

                                             4
The four pillars of ECH management


Brand Management            Change Management              Heritage Management         Intellectual Property
                                                                                       Management
Develop and                 Improve your ability to        Optimise your tangible      Protect and exploit
implement processes         develop and implement          and intangible heritage     your intellectual
to track customers‟         routine processes, tools       assets by developing        property rights
value judgements            and techniques which           routines and policies for   highlighting the
about your product or       help to innovate and           their preservation,         heritage assets which
service that help you to    thus continuously adapt        organisation and            can have commercial
better differentiate your   to changing customer           stimulation of present      value for the present
enterprise from others      needs.                         and future enterprise       and future of your
by highlighting your                                       activities.                 enterprise.
heritage assets where
appropriate.




                                                       5
What is cultural heritage?

The term “cultural heritage” is used by the MNEMOS project
team to describe both “tangible cultural heritage” and the
“intangible cultural heritage” assets, which can be defined in     The definition of “cultural
turn as:                                                           heritage” used by MNEMOS is
Tangible cultural heritage assets are things that you can touch    different from that offered by
- these include buildings, tools, machinery, products, works of    UNESCO World Heritage
monumental sculpture and paintings which have an outstanding       Convention, see UNESCO
universal value to the organisation from a commercial, historic,   definition on their website:
aesthetic, artistic or scientific point of view.                   http://whc.unesco.org/en/conven
                                                                   tiontext
Intangible cultural heritage assets are social customs which
are held by people and shared orally (enterprise owners,
employees, customers, and suppliers etc) and include: services,
crafts, oral histories, traditions, recipes, old designs and are
recognised for their outstanding universal value to the
organisation from a commercial, historic, aesthetic, artistic or
scientific point of view.


                                                    6
Are you aware of your tangible and intangible heritage
assets?

     Thinking about your
     organisation, can
     you identify any of   My organisation’s tangible cultural heritage assets
     these heritage        are:
     assets…




                           and the intangible cultural heritage assets are:




                                7
Tangible and intangible – what is the difference?

Your heritage assets would have been identified through         Intangible heritage could be also
your brand management processes and are characterised           associated with the physical
for their exceptional value to your business from the           location of the enterprise, its-
commercial, historic, aesthetic, artistic or scientific point   relation to a historic town, city,
of view.                                                        region or country. For example,
Tangible cultural heritage is illustrated by the old woollen    sparkling wine producers from the
mill factory buildings of Lanificio Leo. Lanificio Leo moved    Champagne region can refer to
to its current premises in Calabria, Southern Italy in 1930     their region and communicate
and have had to re-invent their premises as an enterprise       their heritage of wine making in
museum in order to carry on the business.                       that region.
Intangible cultural heritage is illustrated by the recipe for
“Macedonian Halva” used by Haitoglou Bros SA in
Thessaloniki, Greece. Since 1924, and now in the 3rd
generation, the craft of halva making has been
deliberately passed from successive halva masters to
their apprentices.


                                                     8
Tangible and intangible heritage – Lanificio Leo example

In his interview in 2010 Emilio Leo said that
“In the 60s the textile market in Italy had a significant
breakdown. When the old workers retired, the previous
management of the factory discussed changing
processes by building a new factory to provide continuity
of production. This option risked losing both the
tangible and intangible assets of the old factory. My
father decided to keep the old factory alive and to
maintain the vintage machinery. We had the factory, we
had the machines operating, but we had no market
network, no workers…”.
Today the old woollen mill is re-invented as a live
operating factory and an enterprise museum visited by
students, professionals, tourists, and is a think-tank for
new product development ideas.
                                                             Emilio Leo – Lanificio Leo owner manager
Learn more about this case study on http://goo.gl/G4LGc      www.lanificioleo.it

                                                     9
Why do you need to learn about heritage management?

As we can learn from the Lanificio Leo example, heritage
management is concerned with implementing processes for               If you haven‟t yet read the brand
preserving both tangible and intangible heritage assets which could   management or change
be used to inspire innovation and thus increased your                 management training material –
                                                                      consider doing so after finishing
competitiveness.
                                                                      heritage management see:
Heritage management combines knowledge of the Enterprise              www.enterpriseculturalheritage.org
Cultural Heritage (ECH) and transformation of heritage assets for
both creation of new products or development of existing products
(ECH change management training). Thus heritage management
can help you to:
•    Build up customer loyalty by documenting their values over
     time and help you to understand their shopping habits
•    Enhance knowledge transfer from older workers to the younger
     for preserving the company‟s heritage
•    Increase employees‟ commitment to the company‟s values and
     goals and therefore their loyalty

                                                   10
How do you manage your heritage assets?

Thinking about your current management practices, what steps are
you taking to protect your tangible cultural heritage…             Now that you are more
                                                                   aware what heritage assets
                                                                   you have, what do you do to
                                                                   manage them?




And the intangible cultural heritage …




                                                 11
Can Enterprise Cultural Heritage have commercial benefits?

The tradition of heritage management has been developed by               Using principles from
museums and heritage organisations. Therefore the language               museum management in a
used does tend to focus on “visitors” and not “customers” since          commercial setting can
museums tend to be not-for-profit organisations.                         present challenges but
                                                                         long term decisions have to
However, the ulterior motive of most for-profit organisations is         generate a return on
financial gain and the sustainability of their enterprise. This is the   investment unless it can be
reason why the same terminology cannot be used in enterprises.           run as a loss leader.
Heritage management has a cost associated with it and this needs
to be planned carefully when decisions on preservation are taken,
since not all companies can afford to run a free museum to simply
generate awareness of their Enterprise Cultural Heritage.
So, for example if someone visits an artisan pottery that produces
a certain type of artefacts, the visit will only generate a return on
investment if a purchase of an artefact is made. This is because a
commercially run pottery cannot be sustained without sales of its
products, unlike museums – which are often supported by a State.

                                                     12
Can Enterprise Cultural Heritage have commercial
benefits for you?
Thinking about your cultural heritage…

                                                                         Think about your
-   What is different about it?                                          enterprise, are there any
-   How could a visitor see or interact with it?                         opportunities for
                                                                         commercial exploitation of
-   Could it help you to develop your current business process?          your cultural heritage?
-   Can it help the visitor to understand the quality of your products
    better?
-   Has it got educational value for children/ schools/ universities?
-   Would tourists coming to your area benefit from learning about
    your assets as part of their understanding of the local culture?
-   Would those interested in your craft benefit from seeing you
    using this heritage to prepare products or services for them?



                                                     13
Key issues of the heritage management process

         However, “heritage management”
         in enterprises is a process that
         moves from identification of
         tangible and intangible heritage
         assets to their commercial
         optimisation. We will look at each
         of these steps in due course.




             1. Identify         2. Preserve   3. Organise   4. Optimise




                                        14
1. How can you identify your Enterprise Cultural Heritage?

                                             To help you with identification of your heritage
                                             these are the two main reasons for doing it –
   Differentiate an         Creating         differentiation and competitiveness. This
  enterprise from its     competitive        means that the questions you could ask in
     competitors           advantage         heritage identification process are;
                                             a) Does this help to differentiate me from
                                             others?
                                             b) Can it make me more competitive?




  Organise heritage     Maintain product
    management            quality and
      system              authenticity




                                        15
1. Heritage identification: example

 The current owners of J. Atkinson & Co. found an advert from     Think about this example of the
 October 1837 in the archive of the Lancaster Guardian that       old advert and the two questions:
 displayed a slogan of the company - “The grasshopper eats only   a) Does this help them to
 the finest of leaves”. See image below.                          differentiate their enterprise from
                                                                  others?
                                                                  b) Can it make them more
                                                                  competitive?




                                                16
1. How can you identify your enterprise cultural heritage?

                                                              Not surprising, the find
                 Not only does the grasshopper image
                                                              of the old slogan and
                 provide an example of the intangible
                                                              reference to a
                 cultural heritage of J. Atkinson & Co but
                                                              grasshopper inspired
                 it also provides a short story to attract
                                                              the current owners in
                 any curious visitor.
                                                              the design of the new
                                                              logo.
                 The story surrounding the grasshopper
                 is emotionally charged for those who like
                 to think of themselves as liking high
                 quality food. Like a grasshopper that
                 “only eats the finest of leaves” a visitor
                 to J. Atkinson & Co can sample the
                 finest of tea leaves or coffee beans. This
                 means that the discovery of the slogan
                 also provides a competitive advantage
                 and gives authenticity to the
                 establishment.

                                     17
1. Do you want to share all your identified heritage?

                                                             As you can imagine, not all heritage
                                                             assets should be shared with the rest of
                                                             the world. Those assets which provide
                                                             you with a competitive advantage such
                                                             as recipes, designs, trade secrets and
                                                             others need identifying but their content
                                                             preserved and kept secret – you will
                                                             learn in the Intellectual Property
                                                             management module how you can do
                                                             so.




An example of a coffee roast logbook from J. Atkinson & Co

                                                 18
1. Recipes and their role in innovation


  Re-employing information from the archives allows
  companies to develop new ideas or to use old principles in
                                                                     Old recipes and their role
  new products. Talking about the benefits of his records, Ian
                                                                     in innovation and
  Steel (Master Roaster & Proprietor) of J. Atkinson & Co
                                                                     differentiation cannot be
  says:
                                                                     underestimated.
  “I have taken the principles that I learnt from the old recipes,
  about how they are put together, and used contemporary
  thinking about what goes together.”

  You can read more about the use of heritage at J.
  Atkinson's & Co through our case study http://goo.gl/g84kA




                                                    19
1. How can you identify tangible cultural heritage assets?

                                       J. Atkinson & Co example provides us with a number of
 Each enterprise will recognise        tangible heritage assets:
 heritage in their own way and it is
 important to take time in making      - The walls in their shop are painted in the same vintage
 these strategic decisions. Using      colour as they were hundreds of years ago…
 brand management techniques can
 help you with this see:               - The vintage machinery – installed in the 1930‟s is still
 www.enterpriseculturalheritage.org    being used to roast the coffee and purposefully not replaced
                                       but carefully mended to replicate the original smells and
                                       tastes.

                                       “[the vintage machines are]…the very thing that makes this
                                       product so unique and so much loved by its loyal
                                       customers.” Excerpt from the case study
                                       http://goo.gl/g84kA



                                            20
1. Identifying more of your tangible and intangible
heritage assets?

  Thinking about your           Learning from the J . Atkinson & Co. example of
  enterprise, can you think     using local records can I find more information on
  how you could identify any    my company? Think about your family, employees,
  more of your heritage         customers, suppliers etc.?
  assets…

                                Are there any machines which are no longer used
                                but could be re-visited because of certain qualities
                                that they bring to the production of goods?


                               Think of these two questions when considering the above:
                               a) Does this help me to differentiate my enterprise from
                               others?
                               b) Can it make me more competitive/ innovative?


                                      21
2. Preserving your cultural heritage

Depending on what type of heritage you identified, the
                                                                   Think about the cost of
preservation process would obviously vary.
                                                                   preservation and
                                                                   consider if there are any
Generally speaking if the tangible heritage involves machinery
                                                                   other local resources
or buildings your costs will be greater compared to intangible
                                                                   which you could use –
assets such as old adverts – which you could potentially
                                                                   library? university? Are
photograph and upload to your website or any social network
                                                                   there any heritage
service without major costs incurred.
                                                                   bodies which could help
                                                                   with raising funds or
If you have specialist equipment as in the case of Lanificio Leo
                                                                   volunteers?
alternative funding source might be a solution to locating
funding to preserve the craft associated with the factory.

Buildings and machinery do tend to benefit from being used to
maximise their preservation. Consider special events,
educational courses or entertainment for your customers
which could help to preserve your heritage.

                                                    22
2. Preserving your cultural heritage

The photograph shows you               Intangible cultural heritage could
two tools – a digital camera           be preserved by transferring the
and a dictaphone. These                stories, knowledge and information
could help you to record               onto digital media. In the same
and preserve your                      way that you can take photographs
heritage. You might already            and video of buildings and
have one in your pocket –              machinery you could photograph
use it!                                and record people and their
                                       stories.

                                       You will never know everything that
                                       people know about your enterprise
                                       unless you give them a chance to
                                       speak about it.

                                       Observe and record your heritage
                                       assets when you become aware of
                                       them.

                               23
2. Using meta data to preserve your information

 Meta data is essentially notes   When you take a digital photograph, sound or video recording it
 about notes, like in a photo     is important to get into a routine of noting down the “meta data” to
 album where you can‟t            make the image more useful.
 always remember what the
 image is and when it was         Meta data is information which helps you to find your data in the
 taken – the meta data helps      future. An example of meta data could be a simple note on the
 you to remind you of the         back of a paper photograph detailing when the photo was taken
 significance of the photo.       and what is depicted on it.

                                  In digital pictures meta data could be the file name of the image.
                                  For example “IMAG02342.jpg” is a common file name produced
                                  by the camera but renaming it to “1930s-whitmee-roaster.jpg”
                                  is better since it gives you the information needed to find it easier
                                  in the future.




                                             24
2. Using software to help your heritage preservation

 Depending on the scale of      There are some dedicated archiving and heritage management
 your archives and the level    software tools which you can use to document your enterprise
 of detail that you use there   cultural heritage assets.
 are some software tools
 that can help you. Also,       Most countries have have an organisation which could help you to
 there might be funding         find the most appropriate tools and methods to preserve your
 available to implement this    heritage assets. For example in the UK the Association of
 too.                           Independent Museums could be a good source of ideas and
                                guidance – see their website: www.aim-museums.co.uk or the
                                Archives and Records Association - www.archives.org.uk

                                Not only do they provide advice but they also share knowledge of
                                the grant giving bodies where funding might be obtained for your
                                cultural heritage preservation projects.




                                             25
2. Developing meta data for a web page: example

One way to preserve your heritage is to have a website and           Search for “meta data
dedicate a web page to each machine or element of heritage that      generator” in your search
you have. Typical meta data using the standards for web page         engine for more help on
meta data are: Title, Author, Keywords, Description, Date and        tools to help you to record
Resource type as illustrated by the following example:               meta data.
                                                                     Or visit Dublin Core
Title – 1930s Whitmee Roaster                                        Metadata for more on meta
Author – J. Atkinson & Co                                            data www.dublincore.org
Keywords – vintage roaster, coffee roaster, Whitmee Roaster
Description – 1930s Whitmee Roaster machine for coffee
roasting installed at J. Atkinson & Co. premises in Lancaster, UK.
Date – 2011-08-01
Resource type – image

The process of filling out and remembering meta data can be
simplified by filling out an online meta data generator form. For
example you can use this link to Virginia Tech http://goo.gl/s4UJe

                                                   26
2. Your meta data exercise


 Think of one of your
 heritage examples, and           Title –
 document it with the
 following meta data…             Author –

                                  Keywords –

                                  Description –

                                  Date -

                                  Resource type-




                             27
2. Controlled vocabulary: create your definitions of
terms

  The use of a
  standardised
  terminology is very
  important to make it
  possible for you to
  get reliable answers
  when information is
  searched for in the
  future.
                                Names                        Types           Places
                         Emilio Leo                   Statuette      San Francisco
                         Leo Emilio                   Figurine
                                                                     -synonym of Cisco
                         Leo, Emilio & Peppino        Sculpture
                                                                     -Broader term
                                                                     California
                                                                     - California, CA, USA



                                                 28
2. Benefits of preserving your heritage on the internet

 If you already have a website and have your contact details        Social media platforms
 and perhaps an overview of your products and services on it        such as Flicker – (image
 that is very good. It serves a very practical purpose.             sharing), YouTube (video
                                                                    sharing) and SoundCloud
 However, in order to stand out on the internet as well as in the   (sound sharing) are free to
 commercial world you need a website that is rich in original       use and help you to
 content giving your website visitors as well as your physical      reduce preservation costs
 visitors the opportunity to learn more about you and your          and publicise your
 enterprise.                                                        heritage.
 By preserving your heritage online you are creating a unique
 record of your heritage which differentiates your website from
 others. One of the main ways that visitors might find you is by
 using online search engines (e.g. Google, Yahoo etc) and
 by developing original meta data rich web pages your
 business has more chances of being found by those interested
 in your products and services.

                                                    29
3. Organising your heritage assets

 Now that you have identified and
 preserved your assets, it is       In the case of tangible heritage involving a large factory site or a
 important to think how you are     dedicated heritage room these might benefit from providing your
 going to use them. Think about     visitors with a map or signs for to those who want to explore your
 your visitors or customers –       premises.
 what is the best way for them to
 access your asset?                 Think of a good museum you have been to recently – what made
                                    it so interesting for you?

                                    When talking about built heritage management Gianna Moscardo
                                    suggests that when organising your assets:

                                    “the visitor experience should be placed at the centre of any
                                    heritage management process” Moscardo (1996)




                                              30
3. Records security: Clear desk policy

A clear desk policy is one of the most simple ways to help
your enterprise to develop better records management as
well as increase security levels. It is simple - at the end of
the working day the desk has to be cleared ready for the
next day of work. This gets staff into a routine of filing all
records all the time. Failure to implement this can risk in
information security compromises. A clear desk policy is
one of the tools used to implement information security
management standard as defined in ISO 27001.

Statistics from IDC – a global market intelligence firm -
suggest that on average an employee in an information
focused role spends over 2.5 hours a day searching for
information. Whilst this figure might be lower in craft sector
SMEs, the potential of time wastage increases with the           This desk would not pass the clear desk
amounts of heritage information to be stored and retrieved.      policy check at the end of the working day.


                                                        31
3. Records security: are your records safe?

Physical records (order books, customer details etc)      The more intangible
– do you use fire proof cabinets?                         heritage assets you
                                                          accumulate the
                                                          greater will be the
Are hard copies stored in different physical locations?   impact of its loss.
                                                          What steps have you
                                                          taken or do you need
Digital records – (emails, customer orders, business      to take to preserve
                                                          your records.
letters, your website etc)

Do you have a back-up mechanism for your digital
records?

What would happen to the records if there was a fire
or your computer broke down?



                                              32
3. “Placing the visitor experience at the centre”
 One of the problems that some tourist destinations face is that
 tourists can also cause damage to the environment they are visiting.       Risk management is
 Despite your best attempts at asking visitors not to touch delicate        important for your
 surfaces - chances are they will still do so. Other dangers include        physical heritage
 vandalism, over-crowding, congestion and littering.                        assets – do some
                                                                            visitors potentially need
 Using the example of a factory, if you have a physical site to visit       supervision etc?
 and everyone was coming to explore your factory, how will it impact
 on your neighbours?

 Planning the visitor experience could help you to identify
 opportunities to link up with other local heritage sights where visitors
 could go after visiting your factory and likewise their visitors could
 come and visit your site.

 A s a substitute for a physical visit to your factory you might find it
 more appropriate to offer virtual tours with online galleries of assets
 which would still help your visitors to understand your heritage.

                                                     33
3. Principles of visitor behaviour

 Visitor studies provide us with some indication of good practice for
 managing physical heritage sites to help visitors to learn about or
 interpret the site. These are detailed in the work of Moscardo (1996)   These principles for
 and some of the main principles include:                                visitor behaviour
                                                                         could help you to re-
 •   Larger objects for study encourages better remembering and          design your physical
     longer viewing times.                                               premises to improve
 •   Animation of objects attracts more attention.                       the visitor
 •   Visitor participation is related to better remembering.             experience.
 •   Sensory experience produces more attention.
 •   Repetition of content is related to increased visitor fatigue.
 •   Novel/ Rare objects which are different and stand out tend to be
     more popular.
 •   Interactive objects provide more interest and attention from
     visitors.
 •   Realistic experiences offer better understanding and
     engagement from the visitors.

                                                   34
3. Managing physical visitor behaviour: example J. Atkinson & Co

 Let‟s see how
 some of these         Larger objects - visitors are
 principles apply to   presented with the large
 J. Atkinson & Co      historic coffee containers.
 and the set up of
 their physical
 premises:             The picture on the right is from
                       J. Atkinson & Co showing the
                       coffee containers and the spice
                       drawers underneath.




                                                 35
3. Managing physical visitor behaviour: example J. Atkinson & Co


 Let‟s see how some     Animation – the vintage
 of these principles    roasters can be brought to the
 apply to J. Atkinson   shop entrance to entertain the
 & Co and the set up    visitors with the roasting
 of their physical      process.
 premises:

                        In the picture on the right Ian
                        Steel from J. Atkinson & Co
                        uses the vintage coffee roaster
                        the 1930s Whitmee.




                                               36
3. Managing physical visitor behaviour: example J. Atkinson & Co


 Let‟s see how some     Visitor participation - they offer an Academy for those
 of these principles    who are interested in learning about tea and coffee
 apply to J. Atkinson   tasting.
 & Co and the set up
 of their physical      Sensory - smelling the coffee aroma being roasted and
 premises:              seeing it being roasted offers a good sensory experience.

                        Interactive - visitors have the opportunity to purchase
                        tea and coffee and hence interact with the history of
                        shop.




                                           37
3. Managing online visitor behaviour: example J. Atkinson & Co


 Let‟s see how some     Larger objects - the home page of their website uses the coffee wall as the
 of these principles    main image www.atkinsonsteaandcoffee.co.uk
 apply to J. Atkinson
 & Co and the set up    Visitor participation - Using the Twitter micro blogging site J. Atkinson & Co
 of their online        are always talking to their customers see http://twitter.com/#!/coffeehopper
 premises:              and updating them on the latest developments.

                        Interactive - visitors have the opportunity to purchase tea and coffee online
                        and hence interact with the history of the shop.

                        As you can see there are a number of parallels between the physical and
                        online visitor‟s experience. The coffee sales and visits to the training courses
                        in the academy are two elements of the business which help to preserve the
                        heritage of the place and to generate a return on the investment in
                        preservation.



                                                 38
3. Evaluate your current physical and online premises

 Using the following
 five principles, think
                                                       Physical premises   Online
 about your premises
 and see how you          Larger objects
 currently use them
 to facilitate visitor
 behaviour in your
 physical premises        Animation
 and online …
                          Visitor participation



                          Sensory

                          Interactive



                                                  39
3. Plan potential future physical and online premises

 If you find that not
 many of these
                                                     Physical premises   Online
 options have been
 addressed consider     Larger objects
 learning from the
 examples we used
 from J. Atkinson &
 Co., what could you    Animation
 do?
                        Visitor participation



                        Sensory

                        Interactive



                                                40
4. Optimise your heritage management process

                                                           The visitor is at the centre of
                                                           the heritage management
                  Step 1: Quality and                      process. As illustrated by this
                     authenticity                          diagram optimisation of
                                                           heritage management is a
                                                           process which requires
                                                           regular reviewing.

  Step 4: Strategic                  Step 2: Uniqueness
      planning                       and differentiation




                Step 3: Optimisation
                of historical archives


                                           41
4. Step 1: Quality and authenticity

 Quality in products or services could be defined as “fitness for
 purpose”. Whilst basic this definition captures the need to understand
 the customer and the desires which they wish to satisfy. To achieve a    Do you emphasise quality
 satisfactory quality in products and services customers‟ feedback        and authenticity in your
 should always be collected and all employees involved in its             heritage related products
 interpretation and addressing standards. This means constant customer    and services?
 feedback and staff development through education and training are a
 necessity. Everyone‟s views should be taken on board when it comes to
 the development of quality improvement ideas.

 Authenticity of products and services relates to the consistency with
 which a product matches the expected standards of quality, composition
 and production. Consumers who prefer to consume authentic and
 hence high quality products do appreciate the product„s authentic
 attributes. Therefore being authentic and maintaining high quality can
 reinforce the status of an enterprise which adheres to production and
 service informed by cultural heritage.

                                                 42
4. Step 1: Quality communication and development

Developing a high level of
quality and associating it with
                                                      Products
your brand name helps you to
differentiate yourself from
others, especially if you can
draw on the heritage of your
company. A brand‟s longevity      Production
                                                                         Services
is a sign of quality.             processes

                                                      Quality



                                            Brand                Marketing
                                           identity              strategies



                                           43
4. Step 1: Versions of authenticity

 As suggested by Howard (2006),
 the word authenticity usually                    Creator                  Material
 used by building heritage
 conservators refers to the original
 purpose when it was built. This
 interpretation can provide you
 with some themes to explore
 when identifying the authenticity                                                    Function
 of your products and services.        Style                Authenticity




                                                                              Ensemble
                                            Experience
                                                               Content


                                       44
4. Step 1: Versions of authenticity
Authenticity   Description                       Heritage example [adopted]

Creator        “Hand of the master”              It can be proven to be by a specific architect or product designer

Material       “The original material”           It is formed of the original stone, metal, ingredients, etc.

Function       “The original purpose”            It is still used as e.g. a wool factory or machine to roast coffee

Concept        “The idea of the creator”         It is what the original enterprise owners created even if restored

                                                 It is of the correct period and all changes to the enterprise are
History        “The history of the artefact”
                                                 properly documented
                                                 It comes complete with all its outbuildings, gardens, machinery,
Ensemble       “The integrity of the whole”
                                                 tools, equipment etc.

Content        “The integrity of the location”   The business is still on its original site

                                                 The customer still has the same experience as that originally
Experience     “The original emotion”
                                                 intended

Style          “It looks right”                         45
                                                 It reproduces the original appearance
4. Step 1: Authenticity in your enterprise

 Consider each element of authenticity in your enterprise… can you
 identify some of these:
                                                                     Are your products or
                                                                     services authentic?
 •   Creator
 •   Material
 •   Function
 •   Concept
 •   History
 •   Ensemble
 •   Content
 •   Experience
 •   Style

                                                 46
4. Step 1: Quality and authenticity: example Grossmith

                   We are increasingly living in a fast         Visit the Grossmith website
                   moving world where not all consumers         to see an example of an
                   appreciate authentic products and            authentic and high quality
                   services.                                    product.
                   For example if someone is buying a           www.grossmithlondon.com
                   garment, jewellery or a perfume they can
                   only differentiate between these on the
                   basis of the expectations they have
                   formed from past purchases.

                   Is it possible that some companies are
                   able to charge their customers £7,000 for
                   a bottle of fragrance where others are
                   having difficulties selling theirs at £60?
                   The example of Grossmith - one of the
                   oldest perfume houses, founded in 1835 -
                   shows us how it can be done.
                                  47
4. Step 1: Example Grossmith – Baccarat crystal

                                                                 Prices of Grossmiths
                    By using the finest materials and
                                                                 Baccarat crystal
                    adapting original formulae for modern        flacon are £7000 for
                    markets and new EU regulations the top       a single flacons and
                    of the range presentation of Grossmith       £21000 for the triple
                    fragrances is in Baccarat crystal flacons    presentation.
                    'blown from the original 1919 moulds'.
                    The presentation is the ultimate in luxury
                    and quality.

                    Prices of the Grossmith Baccarat crystal
                    presentation are £7,000 for a single
                    flacon and £21,000 for the triple coffret.

                    Arguably no mass production perfume
                    house can compete with such
                    authenticity and quality.


                                 48
4. Step 1: Example Grossmith – branding

                                          Grossmith are also good at
                                          developing their branding -
                                          see images of packaging and
                                          flacon...Do you remember
                                          the brand management
                                          training material?




                          49
4. Step 1: Quality in your enterprise

 Are you communicating your heritage elements to your prospects in the
 best possible way? For example, if you have a machine which is
 operating in the background – could you move it nearer where your
 visitors could see it or?                                               Are your products of high
                                                                         quality?




                                                50
4. Step 2: Uniqueness and differentiation of products

A product or service is unique when its features are unusual or special in some way that makes it
different from similar alternatives and there is no other like it. The uniqueness of your products is a
good differentiating factor – for example if you are the only company that produces certain products
in certain ways your direct competition is non-existent but you need to keep track of substitute items.

Most profitable enterprises are built on uniqueness and differentiation: offering customers
something they value that competitors don't have. Differentiation can happen on many levels of
product and service. These differentiating factors need to integrate several elements that are both
recognizable and valued by consumers.

As mentioned in brand management training, the most important element in the process of
developing unique products and services is appealling to consumers' emotional reactions. The
way an individual customer perceives the value of a product is the key to the development of a
uniqueness and differentiation strategy. Heritage assets can help to develop this emotional link by
offering an emotional link to the past.



                                                  51
4. Step 2: Uniqueness and differentiation

                                   Identify those heritage assets that
                                   appeal to your consumers'
                                   emotional reactions and optimise
           perceptions             their use in all your communications
                                   at every stage of your interaction
                                   with them.


  preferences


                 uniqueness




                              52
4. Step 2: Uniqueness and differentiation: example

For example sparkling wine growers from Champagne region of
France are only competing amongst themselves and other sparking        Region specific
wine producers but only those from the region can use the name         differentiation is a
Champagne.                                                             good way of
                                                                       making your
The consumer when purchasing a bottle of champagne is buying into      products unique.
the emotional link to the region and the assumption that it is worth
paying a premium to consume an authentic product.

To reinforce this a bottle of wine from Champagne would
communicate emotional elements by using high quality labels.
However, price is often used as the only indicator of high quality
especially by those who don‟t understand the product they are
purchasing.




                                                   53
4. Step 2: Uniqueness and differentiation in your enterprise


  What makes your enterprise    What makes your enterprise unique?
  unique? Does this evoke
  emotional reactions in your
  customers?
                                Does this evoke emotional reactions in your
                                customers?



                                How is this emotional link integrated into your
                                communication strategies?




                                       54
4. Step 3: Optimisation of historical archives

              If you have created a historical archive think about the way that this
              could be optimised for your enterprise and your visitors. How can the
              visitors benefit from the knowledge that you have accumulated about
              a certain product or a service?

              Physical archive optimisation could be in the form of making it
              accessible to your visitors by simply placing it on your walls where
              your visitors are likely to walk past.

              The second aspect of optimisation is emphasising some salient
              features of the product, service or process to produce these. These
              salient features could be anything that users of the product/service
              have never thought about. E.g. in brewing beer the importance of
              water and the emphasis of brewery‟s location on the top of spring
              water become salient.



                                         55
4. Step 3: Optimisation of Historical Archives

                      The example of J. Atkinson and Co highlights their artisan coffee
                      roasting processes using the old open fire roasters – this is a salient
  What are the        point and is clearly emphasised by the enterprise.
  salient points of
  your enterprise?




                                                 56
4. Step 3: Digital optimisation of historical archives

                                                                           SEO skills are a good
  If you are optimising a digital archive a technique which you could      communication technique
  use is called search engine optimisation (SEO).                          which could benefit your
                                                                           business in many ways.
  This principle is based on the assumption that if your data is easily
  findable by a search engine your visitors can benefit from it too. The
  more people find you through search engines the larger are your
  chances of building your brand and converting these visitors to your
  customers.

  Optimisation of historic archives can take time and here you might
  need to experiment with different techniques and therefore a long
  term commitment of resources would be required for this.




                                                    57
4. Step 4: Strategic planning for long term commitments

                                           Building on your
                                           heritage assets
                                           understanding develops
                                           long term commitments
                                           to maintenance and
                                           integration of these
                                           assets.




                           58
Application of heritage management

                            •   Identify those tangible and intangible cultural heritage assets
Here are some basic             that could help you to differentiate and innovate.
activities that any
enterprise should be able
                            •   Develop and implement your heritage management strategy
to consider and adapt to
their own use on a              and practices to identify, collect, preserve and optimise the
regular basis …                 potential of your cultural heritage assets.

                            •   Consider investment in staff training and in the use of
                                information communication technology (ICT) tools to optimise
                                internal and external use of your heritage assets.

                            •   Consider going through the four steps of the heritage
                                management process at least once a year to identify salient
                                points for optimisation of your heritage assets.




                                                 59
Heritage management training summary

 The aim of this training is to
 provide you with an understanding
 of the skills needed to help you    •   Understand the meaning and importance of
 develop cultural heritage               cultural heritage management in enterprises
 management in your enterprise.
 You should now be able to…          •   Develop creativity and quality in your product
                                         and services through optimisation of your
                                         heritage assets

                                     •   Implement Enterprise Cultural Heritage
                                         management in your organisation
Acknowledgements

The development of this training material is a result of a collaborative project; MNEMOS, which
researched this area of Quality and Innovation in Vocational Training for Enterprise Cultural
Heritage.

We would like to thank the following individuals who provided feedback to improve this training
material: Alex Avramenko, Alice Martzopoulou, Alison Kennedy, Anna Catalani, Carmela Gallo,
Carolyn Downs, Costantino Landino, Eeva Laaksonen, Elisa Akola, Fiona Cheetham, Grazyna
Rembielak-Vitchev, Joe Telles, Josef Svec, Niko Havupalo, Pawel Zolnierczyk, Peter Reeves, Soňa
Gullová, Thomas Lemström, Tomas Lehotsky and Tony Conway.

To learn more about ECH management you can visit www.enterpriseculturalheritage.org or join the
ECH open community on LinkedIn: http://goo.gl/NXtFr

This project has been funded with support from the European Commission. This publication reflects only the view of
the author, and the Commission cannot be held responsible for any use which may be made of the information
contained therein.




                                                                                                                     61
References and further relevant readings
Howard, Peter (2003). Heritage: Management, Interpretation, Identity; Continuum International Publishing
   Group Ltd.
Blockley, Marion and Hems, Alison. (2005) Heritage Interpretation: Theory and Practice; Routledge.
http://whc.unesco.org/en/conventiontext
Moscardo, G. (1996). Mindful Visitors - Heritage and Tourism. Annals of Tourism Research 23(2): 376-397
MNEMOS (2010) J. Atkinson & Co: A successful case of Enterprise Cultural Heritage in the UK
Available online from http://goo.gl/gzKfC
MNEMOS (2010) Lanificio Leo: A successful case of Enterprise Cultural Heritage in Italy. Available online
   http://goo.gl/tEw1m
MNEMOS (2010) HAITOGLOU BROS. SA: fusion of craft and technology. Available online
http://goo.gl/WptEJ
Smith, L., Akagawa, N., (2009) Intangible Heritage (Key Issues in Cultural Heritage), Routlede, New York
    /London
Grant, A and Sussums, C. (2010) London Museum Hub Information Policy Toolkit. Available online
   http://www.museuminfo-records.org.uk/toolkits/InformationPolicy.pdf
                                                   62
Disclaimer

The content included in this training material has been compiled by the MNEMOS project team
from a variety of sources. The MNEMOS project team reserves the right to change the terms and
conditions of use of this training material without notice and any time. The training material is
produced for educational purposes only and does not offer legally binding advice. The training
material as well as the www.enterpriseculturalheritage.org website are made available “as is” and
“as available”.
MNEMOS project team makes no representation and does not warrant:
a) That the information selected for the training material and the website is comprehensive,
complete, verified, organised and accurate;
b) That it is licensed by the copyright or database right owner of any third party content to include
or reproduce such content in this training material and the website;
c) That the training material and the website will be uninterrupted and error-free; and
d) That the server from which the training material and the website is available is free of viruses
or bugs.
This work is licensed under Creative Commons Attribution 3.0 Unported License.
End of Heritage Management training

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Heritage Management Learning Module

  • 1. Heritage management training The aim of this training is to provide you with an understanding of the skills needed to help you develop cultural heritage The heritage management training management in your enterprise. You will learn why skills in should take you approximately 2 – 2.5 cultural heritage management are required by enterprises in hours. order to gain more benefits from the optimisation of your Enterprise Cultural Heritage (ECH). This training material will This material was last updated on 14th help you to: December 2011. • Understand the meaning and importance of cultural heritage management in enterprises • Develop creativity and quality in your product and services through optimisation of your heritage assets • Implement Enterprise Cultural Heritage management in your organisation This work is licensed under Creative Commons Attribution 3.0 Unported License.
  • 2. Before you start… You can maximise each of the presentations to full screen view by clicking the arrows at the bottom right hand corner of the slide. 2
  • 3. What is Enterprise Cultural Heritage (ECH)? The term used to describe your organisation’s history and its creations, which have the potential to uniquely innovate and differentiate your products and services, is Enterprise Cultural Heritage (ECH). Would you like to learn more about the theory behind ECH? Academic paper: Aaltonen, S, de Tommaso, D, Ielpa, G, Heinze, A, Kalantaridis, C, Vasilieva, E and Zygiaris , S (2010) Power of the past and SME competitiveness: A European study, in: ICSB 2010, June 24-27, Cincinnati, Ohio, USA 45202. Available online http://usir.salford.ac.uk/12488/ Wikipedia: Open resources about Enterprise Cultural Heritage at Wikipedia page: http://en.wikipedia.org/wiki/Enterprise_Cultural_Heritage Open community: Join our ECH Open Community on LinkedIn: www.linkedin.com/groups?about=&gid=3743528&trk=anet_ug_grppro 3
  • 4. The ECH management approach The aim of the ECH management approach is to help you to differentiate your enterprise from others and innovate your products and services, thereby giving you a competitive advantage! The ECH management is based on • Recognition, • Evaluation, • Implementation and • Re-evaluation of these activities… ECH management is integrated with four aspects of existing enterprise activities: • Brand management, • Change management, • Heritage management and • Intellectual Property management. 4
  • 5. The four pillars of ECH management Brand Management Change Management Heritage Management Intellectual Property Management Develop and Improve your ability to Optimise your tangible Protect and exploit implement processes develop and implement and intangible heritage your intellectual to track customers‟ routine processes, tools assets by developing property rights value judgements and techniques which routines and policies for highlighting the about your product or help to innovate and their preservation, heritage assets which service that help you to thus continuously adapt organisation and can have commercial better differentiate your to changing customer stimulation of present value for the present enterprise from others needs. and future enterprise and future of your by highlighting your activities. enterprise. heritage assets where appropriate. 5
  • 6. What is cultural heritage? The term “cultural heritage” is used by the MNEMOS project team to describe both “tangible cultural heritage” and the “intangible cultural heritage” assets, which can be defined in The definition of “cultural turn as: heritage” used by MNEMOS is Tangible cultural heritage assets are things that you can touch different from that offered by - these include buildings, tools, machinery, products, works of UNESCO World Heritage monumental sculpture and paintings which have an outstanding Convention, see UNESCO universal value to the organisation from a commercial, historic, definition on their website: aesthetic, artistic or scientific point of view. http://whc.unesco.org/en/conven tiontext Intangible cultural heritage assets are social customs which are held by people and shared orally (enterprise owners, employees, customers, and suppliers etc) and include: services, crafts, oral histories, traditions, recipes, old designs and are recognised for their outstanding universal value to the organisation from a commercial, historic, aesthetic, artistic or scientific point of view. 6
  • 7. Are you aware of your tangible and intangible heritage assets? Thinking about your organisation, can you identify any of My organisation’s tangible cultural heritage assets these heritage are: assets… and the intangible cultural heritage assets are: 7
  • 8. Tangible and intangible – what is the difference? Your heritage assets would have been identified through Intangible heritage could be also your brand management processes and are characterised associated with the physical for their exceptional value to your business from the location of the enterprise, its- commercial, historic, aesthetic, artistic or scientific point relation to a historic town, city, of view. region or country. For example, Tangible cultural heritage is illustrated by the old woollen sparkling wine producers from the mill factory buildings of Lanificio Leo. Lanificio Leo moved Champagne region can refer to to its current premises in Calabria, Southern Italy in 1930 their region and communicate and have had to re-invent their premises as an enterprise their heritage of wine making in museum in order to carry on the business. that region. Intangible cultural heritage is illustrated by the recipe for “Macedonian Halva” used by Haitoglou Bros SA in Thessaloniki, Greece. Since 1924, and now in the 3rd generation, the craft of halva making has been deliberately passed from successive halva masters to their apprentices. 8
  • 9. Tangible and intangible heritage – Lanificio Leo example In his interview in 2010 Emilio Leo said that “In the 60s the textile market in Italy had a significant breakdown. When the old workers retired, the previous management of the factory discussed changing processes by building a new factory to provide continuity of production. This option risked losing both the tangible and intangible assets of the old factory. My father decided to keep the old factory alive and to maintain the vintage machinery. We had the factory, we had the machines operating, but we had no market network, no workers…”. Today the old woollen mill is re-invented as a live operating factory and an enterprise museum visited by students, professionals, tourists, and is a think-tank for new product development ideas. Emilio Leo – Lanificio Leo owner manager Learn more about this case study on http://goo.gl/G4LGc www.lanificioleo.it 9
  • 10. Why do you need to learn about heritage management? As we can learn from the Lanificio Leo example, heritage management is concerned with implementing processes for If you haven‟t yet read the brand preserving both tangible and intangible heritage assets which could management or change be used to inspire innovation and thus increased your management training material – consider doing so after finishing competitiveness. heritage management see: Heritage management combines knowledge of the Enterprise www.enterpriseculturalheritage.org Cultural Heritage (ECH) and transformation of heritage assets for both creation of new products or development of existing products (ECH change management training). Thus heritage management can help you to: • Build up customer loyalty by documenting their values over time and help you to understand their shopping habits • Enhance knowledge transfer from older workers to the younger for preserving the company‟s heritage • Increase employees‟ commitment to the company‟s values and goals and therefore their loyalty 10
  • 11. How do you manage your heritage assets? Thinking about your current management practices, what steps are you taking to protect your tangible cultural heritage… Now that you are more aware what heritage assets you have, what do you do to manage them? And the intangible cultural heritage … 11
  • 12. Can Enterprise Cultural Heritage have commercial benefits? The tradition of heritage management has been developed by Using principles from museums and heritage organisations. Therefore the language museum management in a used does tend to focus on “visitors” and not “customers” since commercial setting can museums tend to be not-for-profit organisations. present challenges but long term decisions have to However, the ulterior motive of most for-profit organisations is generate a return on financial gain and the sustainability of their enterprise. This is the investment unless it can be reason why the same terminology cannot be used in enterprises. run as a loss leader. Heritage management has a cost associated with it and this needs to be planned carefully when decisions on preservation are taken, since not all companies can afford to run a free museum to simply generate awareness of their Enterprise Cultural Heritage. So, for example if someone visits an artisan pottery that produces a certain type of artefacts, the visit will only generate a return on investment if a purchase of an artefact is made. This is because a commercially run pottery cannot be sustained without sales of its products, unlike museums – which are often supported by a State. 12
  • 13. Can Enterprise Cultural Heritage have commercial benefits for you? Thinking about your cultural heritage… Think about your - What is different about it? enterprise, are there any - How could a visitor see or interact with it? opportunities for commercial exploitation of - Could it help you to develop your current business process? your cultural heritage? - Can it help the visitor to understand the quality of your products better? - Has it got educational value for children/ schools/ universities? - Would tourists coming to your area benefit from learning about your assets as part of their understanding of the local culture? - Would those interested in your craft benefit from seeing you using this heritage to prepare products or services for them? 13
  • 14. Key issues of the heritage management process However, “heritage management” in enterprises is a process that moves from identification of tangible and intangible heritage assets to their commercial optimisation. We will look at each of these steps in due course. 1. Identify 2. Preserve 3. Organise 4. Optimise 14
  • 15. 1. How can you identify your Enterprise Cultural Heritage? To help you with identification of your heritage these are the two main reasons for doing it – Differentiate an Creating differentiation and competitiveness. This enterprise from its competitive means that the questions you could ask in competitors advantage heritage identification process are; a) Does this help to differentiate me from others? b) Can it make me more competitive? Organise heritage Maintain product management quality and system authenticity 15
  • 16. 1. Heritage identification: example The current owners of J. Atkinson & Co. found an advert from Think about this example of the October 1837 in the archive of the Lancaster Guardian that old advert and the two questions: displayed a slogan of the company - “The grasshopper eats only a) Does this help them to the finest of leaves”. See image below. differentiate their enterprise from others? b) Can it make them more competitive? 16
  • 17. 1. How can you identify your enterprise cultural heritage? Not surprising, the find Not only does the grasshopper image of the old slogan and provide an example of the intangible reference to a cultural heritage of J. Atkinson & Co but grasshopper inspired it also provides a short story to attract the current owners in any curious visitor. the design of the new logo. The story surrounding the grasshopper is emotionally charged for those who like to think of themselves as liking high quality food. Like a grasshopper that “only eats the finest of leaves” a visitor to J. Atkinson & Co can sample the finest of tea leaves or coffee beans. This means that the discovery of the slogan also provides a competitive advantage and gives authenticity to the establishment. 17
  • 18. 1. Do you want to share all your identified heritage? As you can imagine, not all heritage assets should be shared with the rest of the world. Those assets which provide you with a competitive advantage such as recipes, designs, trade secrets and others need identifying but their content preserved and kept secret – you will learn in the Intellectual Property management module how you can do so. An example of a coffee roast logbook from J. Atkinson & Co 18
  • 19. 1. Recipes and their role in innovation Re-employing information from the archives allows companies to develop new ideas or to use old principles in Old recipes and their role new products. Talking about the benefits of his records, Ian in innovation and Steel (Master Roaster & Proprietor) of J. Atkinson & Co differentiation cannot be says: underestimated. “I have taken the principles that I learnt from the old recipes, about how they are put together, and used contemporary thinking about what goes together.” You can read more about the use of heritage at J. Atkinson's & Co through our case study http://goo.gl/g84kA 19
  • 20. 1. How can you identify tangible cultural heritage assets? J. Atkinson & Co example provides us with a number of Each enterprise will recognise tangible heritage assets: heritage in their own way and it is important to take time in making - The walls in their shop are painted in the same vintage these strategic decisions. Using colour as they were hundreds of years ago… brand management techniques can help you with this see: - The vintage machinery – installed in the 1930‟s is still www.enterpriseculturalheritage.org being used to roast the coffee and purposefully not replaced but carefully mended to replicate the original smells and tastes. “[the vintage machines are]…the very thing that makes this product so unique and so much loved by its loyal customers.” Excerpt from the case study http://goo.gl/g84kA 20
  • 21. 1. Identifying more of your tangible and intangible heritage assets? Thinking about your Learning from the J . Atkinson & Co. example of enterprise, can you think using local records can I find more information on how you could identify any my company? Think about your family, employees, more of your heritage customers, suppliers etc.? assets… Are there any machines which are no longer used but could be re-visited because of certain qualities that they bring to the production of goods? Think of these two questions when considering the above: a) Does this help me to differentiate my enterprise from others? b) Can it make me more competitive/ innovative? 21
  • 22. 2. Preserving your cultural heritage Depending on what type of heritage you identified, the Think about the cost of preservation process would obviously vary. preservation and consider if there are any Generally speaking if the tangible heritage involves machinery other local resources or buildings your costs will be greater compared to intangible which you could use – assets such as old adverts – which you could potentially library? university? Are photograph and upload to your website or any social network there any heritage service without major costs incurred. bodies which could help with raising funds or If you have specialist equipment as in the case of Lanificio Leo volunteers? alternative funding source might be a solution to locating funding to preserve the craft associated with the factory. Buildings and machinery do tend to benefit from being used to maximise their preservation. Consider special events, educational courses or entertainment for your customers which could help to preserve your heritage. 22
  • 23. 2. Preserving your cultural heritage The photograph shows you Intangible cultural heritage could two tools – a digital camera be preserved by transferring the and a dictaphone. These stories, knowledge and information could help you to record onto digital media. In the same and preserve your way that you can take photographs heritage. You might already and video of buildings and have one in your pocket – machinery you could photograph use it! and record people and their stories. You will never know everything that people know about your enterprise unless you give them a chance to speak about it. Observe and record your heritage assets when you become aware of them. 23
  • 24. 2. Using meta data to preserve your information Meta data is essentially notes When you take a digital photograph, sound or video recording it about notes, like in a photo is important to get into a routine of noting down the “meta data” to album where you can‟t make the image more useful. always remember what the image is and when it was Meta data is information which helps you to find your data in the taken – the meta data helps future. An example of meta data could be a simple note on the you to remind you of the back of a paper photograph detailing when the photo was taken significance of the photo. and what is depicted on it. In digital pictures meta data could be the file name of the image. For example “IMAG02342.jpg” is a common file name produced by the camera but renaming it to “1930s-whitmee-roaster.jpg” is better since it gives you the information needed to find it easier in the future. 24
  • 25. 2. Using software to help your heritage preservation Depending on the scale of There are some dedicated archiving and heritage management your archives and the level software tools which you can use to document your enterprise of detail that you use there cultural heritage assets. are some software tools that can help you. Also, Most countries have have an organisation which could help you to there might be funding find the most appropriate tools and methods to preserve your available to implement this heritage assets. For example in the UK the Association of too. Independent Museums could be a good source of ideas and guidance – see their website: www.aim-museums.co.uk or the Archives and Records Association - www.archives.org.uk Not only do they provide advice but they also share knowledge of the grant giving bodies where funding might be obtained for your cultural heritage preservation projects. 25
  • 26. 2. Developing meta data for a web page: example One way to preserve your heritage is to have a website and Search for “meta data dedicate a web page to each machine or element of heritage that generator” in your search you have. Typical meta data using the standards for web page engine for more help on meta data are: Title, Author, Keywords, Description, Date and tools to help you to record Resource type as illustrated by the following example: meta data. Or visit Dublin Core Title – 1930s Whitmee Roaster Metadata for more on meta Author – J. Atkinson & Co data www.dublincore.org Keywords – vintage roaster, coffee roaster, Whitmee Roaster Description – 1930s Whitmee Roaster machine for coffee roasting installed at J. Atkinson & Co. premises in Lancaster, UK. Date – 2011-08-01 Resource type – image The process of filling out and remembering meta data can be simplified by filling out an online meta data generator form. For example you can use this link to Virginia Tech http://goo.gl/s4UJe 26
  • 27. 2. Your meta data exercise Think of one of your heritage examples, and Title – document it with the following meta data… Author – Keywords – Description – Date - Resource type- 27
  • 28. 2. Controlled vocabulary: create your definitions of terms The use of a standardised terminology is very important to make it possible for you to get reliable answers when information is searched for in the future. Names Types Places Emilio Leo Statuette San Francisco Leo Emilio Figurine -synonym of Cisco Leo, Emilio & Peppino Sculpture -Broader term California - California, CA, USA 28
  • 29. 2. Benefits of preserving your heritage on the internet If you already have a website and have your contact details Social media platforms and perhaps an overview of your products and services on it such as Flicker – (image that is very good. It serves a very practical purpose. sharing), YouTube (video sharing) and SoundCloud However, in order to stand out on the internet as well as in the (sound sharing) are free to commercial world you need a website that is rich in original use and help you to content giving your website visitors as well as your physical reduce preservation costs visitors the opportunity to learn more about you and your and publicise your enterprise. heritage. By preserving your heritage online you are creating a unique record of your heritage which differentiates your website from others. One of the main ways that visitors might find you is by using online search engines (e.g. Google, Yahoo etc) and by developing original meta data rich web pages your business has more chances of being found by those interested in your products and services. 29
  • 30. 3. Organising your heritage assets Now that you have identified and preserved your assets, it is In the case of tangible heritage involving a large factory site or a important to think how you are dedicated heritage room these might benefit from providing your going to use them. Think about visitors with a map or signs for to those who want to explore your your visitors or customers – premises. what is the best way for them to access your asset? Think of a good museum you have been to recently – what made it so interesting for you? When talking about built heritage management Gianna Moscardo suggests that when organising your assets: “the visitor experience should be placed at the centre of any heritage management process” Moscardo (1996) 30
  • 31. 3. Records security: Clear desk policy A clear desk policy is one of the most simple ways to help your enterprise to develop better records management as well as increase security levels. It is simple - at the end of the working day the desk has to be cleared ready for the next day of work. This gets staff into a routine of filing all records all the time. Failure to implement this can risk in information security compromises. A clear desk policy is one of the tools used to implement information security management standard as defined in ISO 27001. Statistics from IDC – a global market intelligence firm - suggest that on average an employee in an information focused role spends over 2.5 hours a day searching for information. Whilst this figure might be lower in craft sector SMEs, the potential of time wastage increases with the This desk would not pass the clear desk amounts of heritage information to be stored and retrieved. policy check at the end of the working day. 31
  • 32. 3. Records security: are your records safe? Physical records (order books, customer details etc) The more intangible – do you use fire proof cabinets? heritage assets you accumulate the greater will be the Are hard copies stored in different physical locations? impact of its loss. What steps have you taken or do you need Digital records – (emails, customer orders, business to take to preserve your records. letters, your website etc) Do you have a back-up mechanism for your digital records? What would happen to the records if there was a fire or your computer broke down? 32
  • 33. 3. “Placing the visitor experience at the centre” One of the problems that some tourist destinations face is that tourists can also cause damage to the environment they are visiting. Risk management is Despite your best attempts at asking visitors not to touch delicate important for your surfaces - chances are they will still do so. Other dangers include physical heritage vandalism, over-crowding, congestion and littering. assets – do some visitors potentially need Using the example of a factory, if you have a physical site to visit supervision etc? and everyone was coming to explore your factory, how will it impact on your neighbours? Planning the visitor experience could help you to identify opportunities to link up with other local heritage sights where visitors could go after visiting your factory and likewise their visitors could come and visit your site. A s a substitute for a physical visit to your factory you might find it more appropriate to offer virtual tours with online galleries of assets which would still help your visitors to understand your heritage. 33
  • 34. 3. Principles of visitor behaviour Visitor studies provide us with some indication of good practice for managing physical heritage sites to help visitors to learn about or interpret the site. These are detailed in the work of Moscardo (1996) These principles for and some of the main principles include: visitor behaviour could help you to re- • Larger objects for study encourages better remembering and design your physical longer viewing times. premises to improve • Animation of objects attracts more attention. the visitor • Visitor participation is related to better remembering. experience. • Sensory experience produces more attention. • Repetition of content is related to increased visitor fatigue. • Novel/ Rare objects which are different and stand out tend to be more popular. • Interactive objects provide more interest and attention from visitors. • Realistic experiences offer better understanding and engagement from the visitors. 34
  • 35. 3. Managing physical visitor behaviour: example J. Atkinson & Co Let‟s see how some of these Larger objects - visitors are principles apply to presented with the large J. Atkinson & Co historic coffee containers. and the set up of their physical premises: The picture on the right is from J. Atkinson & Co showing the coffee containers and the spice drawers underneath. 35
  • 36. 3. Managing physical visitor behaviour: example J. Atkinson & Co Let‟s see how some Animation – the vintage of these principles roasters can be brought to the apply to J. Atkinson shop entrance to entertain the & Co and the set up visitors with the roasting of their physical process. premises: In the picture on the right Ian Steel from J. Atkinson & Co uses the vintage coffee roaster the 1930s Whitmee. 36
  • 37. 3. Managing physical visitor behaviour: example J. Atkinson & Co Let‟s see how some Visitor participation - they offer an Academy for those of these principles who are interested in learning about tea and coffee apply to J. Atkinson tasting. & Co and the set up of their physical Sensory - smelling the coffee aroma being roasted and premises: seeing it being roasted offers a good sensory experience. Interactive - visitors have the opportunity to purchase tea and coffee and hence interact with the history of shop. 37
  • 38. 3. Managing online visitor behaviour: example J. Atkinson & Co Let‟s see how some Larger objects - the home page of their website uses the coffee wall as the of these principles main image www.atkinsonsteaandcoffee.co.uk apply to J. Atkinson & Co and the set up Visitor participation - Using the Twitter micro blogging site J. Atkinson & Co of their online are always talking to their customers see http://twitter.com/#!/coffeehopper premises: and updating them on the latest developments. Interactive - visitors have the opportunity to purchase tea and coffee online and hence interact with the history of the shop. As you can see there are a number of parallels between the physical and online visitor‟s experience. The coffee sales and visits to the training courses in the academy are two elements of the business which help to preserve the heritage of the place and to generate a return on the investment in preservation. 38
  • 39. 3. Evaluate your current physical and online premises Using the following five principles, think Physical premises Online about your premises and see how you Larger objects currently use them to facilitate visitor behaviour in your physical premises Animation and online … Visitor participation Sensory Interactive 39
  • 40. 3. Plan potential future physical and online premises If you find that not many of these Physical premises Online options have been addressed consider Larger objects learning from the examples we used from J. Atkinson & Co., what could you Animation do? Visitor participation Sensory Interactive 40
  • 41. 4. Optimise your heritage management process The visitor is at the centre of the heritage management Step 1: Quality and process. As illustrated by this authenticity diagram optimisation of heritage management is a process which requires regular reviewing. Step 4: Strategic Step 2: Uniqueness planning and differentiation Step 3: Optimisation of historical archives 41
  • 42. 4. Step 1: Quality and authenticity Quality in products or services could be defined as “fitness for purpose”. Whilst basic this definition captures the need to understand the customer and the desires which they wish to satisfy. To achieve a Do you emphasise quality satisfactory quality in products and services customers‟ feedback and authenticity in your should always be collected and all employees involved in its heritage related products interpretation and addressing standards. This means constant customer and services? feedback and staff development through education and training are a necessity. Everyone‟s views should be taken on board when it comes to the development of quality improvement ideas. Authenticity of products and services relates to the consistency with which a product matches the expected standards of quality, composition and production. Consumers who prefer to consume authentic and hence high quality products do appreciate the product„s authentic attributes. Therefore being authentic and maintaining high quality can reinforce the status of an enterprise which adheres to production and service informed by cultural heritage. 42
  • 43. 4. Step 1: Quality communication and development Developing a high level of quality and associating it with Products your brand name helps you to differentiate yourself from others, especially if you can draw on the heritage of your company. A brand‟s longevity Production Services is a sign of quality. processes Quality Brand Marketing identity strategies 43
  • 44. 4. Step 1: Versions of authenticity As suggested by Howard (2006), the word authenticity usually Creator Material used by building heritage conservators refers to the original purpose when it was built. This interpretation can provide you with some themes to explore when identifying the authenticity Function of your products and services. Style Authenticity Ensemble Experience Content 44
  • 45. 4. Step 1: Versions of authenticity Authenticity Description Heritage example [adopted] Creator “Hand of the master” It can be proven to be by a specific architect or product designer Material “The original material” It is formed of the original stone, metal, ingredients, etc. Function “The original purpose” It is still used as e.g. a wool factory or machine to roast coffee Concept “The idea of the creator” It is what the original enterprise owners created even if restored It is of the correct period and all changes to the enterprise are History “The history of the artefact” properly documented It comes complete with all its outbuildings, gardens, machinery, Ensemble “The integrity of the whole” tools, equipment etc. Content “The integrity of the location” The business is still on its original site The customer still has the same experience as that originally Experience “The original emotion” intended Style “It looks right” 45 It reproduces the original appearance
  • 46. 4. Step 1: Authenticity in your enterprise Consider each element of authenticity in your enterprise… can you identify some of these: Are your products or services authentic? • Creator • Material • Function • Concept • History • Ensemble • Content • Experience • Style 46
  • 47. 4. Step 1: Quality and authenticity: example Grossmith We are increasingly living in a fast Visit the Grossmith website moving world where not all consumers to see an example of an appreciate authentic products and authentic and high quality services. product. For example if someone is buying a www.grossmithlondon.com garment, jewellery or a perfume they can only differentiate between these on the basis of the expectations they have formed from past purchases. Is it possible that some companies are able to charge their customers £7,000 for a bottle of fragrance where others are having difficulties selling theirs at £60? The example of Grossmith - one of the oldest perfume houses, founded in 1835 - shows us how it can be done. 47
  • 48. 4. Step 1: Example Grossmith – Baccarat crystal Prices of Grossmiths By using the finest materials and Baccarat crystal adapting original formulae for modern flacon are £7000 for markets and new EU regulations the top a single flacons and of the range presentation of Grossmith £21000 for the triple fragrances is in Baccarat crystal flacons presentation. 'blown from the original 1919 moulds'. The presentation is the ultimate in luxury and quality. Prices of the Grossmith Baccarat crystal presentation are £7,000 for a single flacon and £21,000 for the triple coffret. Arguably no mass production perfume house can compete with such authenticity and quality. 48
  • 49. 4. Step 1: Example Grossmith – branding Grossmith are also good at developing their branding - see images of packaging and flacon...Do you remember the brand management training material? 49
  • 50. 4. Step 1: Quality in your enterprise Are you communicating your heritage elements to your prospects in the best possible way? For example, if you have a machine which is operating in the background – could you move it nearer where your visitors could see it or? Are your products of high quality? 50
  • 51. 4. Step 2: Uniqueness and differentiation of products A product or service is unique when its features are unusual or special in some way that makes it different from similar alternatives and there is no other like it. The uniqueness of your products is a good differentiating factor – for example if you are the only company that produces certain products in certain ways your direct competition is non-existent but you need to keep track of substitute items. Most profitable enterprises are built on uniqueness and differentiation: offering customers something they value that competitors don't have. Differentiation can happen on many levels of product and service. These differentiating factors need to integrate several elements that are both recognizable and valued by consumers. As mentioned in brand management training, the most important element in the process of developing unique products and services is appealling to consumers' emotional reactions. The way an individual customer perceives the value of a product is the key to the development of a uniqueness and differentiation strategy. Heritage assets can help to develop this emotional link by offering an emotional link to the past. 51
  • 52. 4. Step 2: Uniqueness and differentiation Identify those heritage assets that appeal to your consumers' emotional reactions and optimise perceptions their use in all your communications at every stage of your interaction with them. preferences uniqueness 52
  • 53. 4. Step 2: Uniqueness and differentiation: example For example sparkling wine growers from Champagne region of France are only competing amongst themselves and other sparking Region specific wine producers but only those from the region can use the name differentiation is a Champagne. good way of making your The consumer when purchasing a bottle of champagne is buying into products unique. the emotional link to the region and the assumption that it is worth paying a premium to consume an authentic product. To reinforce this a bottle of wine from Champagne would communicate emotional elements by using high quality labels. However, price is often used as the only indicator of high quality especially by those who don‟t understand the product they are purchasing. 53
  • 54. 4. Step 2: Uniqueness and differentiation in your enterprise What makes your enterprise What makes your enterprise unique? unique? Does this evoke emotional reactions in your customers? Does this evoke emotional reactions in your customers? How is this emotional link integrated into your communication strategies? 54
  • 55. 4. Step 3: Optimisation of historical archives If you have created a historical archive think about the way that this could be optimised for your enterprise and your visitors. How can the visitors benefit from the knowledge that you have accumulated about a certain product or a service? Physical archive optimisation could be in the form of making it accessible to your visitors by simply placing it on your walls where your visitors are likely to walk past. The second aspect of optimisation is emphasising some salient features of the product, service or process to produce these. These salient features could be anything that users of the product/service have never thought about. E.g. in brewing beer the importance of water and the emphasis of brewery‟s location on the top of spring water become salient. 55
  • 56. 4. Step 3: Optimisation of Historical Archives The example of J. Atkinson and Co highlights their artisan coffee roasting processes using the old open fire roasters – this is a salient What are the point and is clearly emphasised by the enterprise. salient points of your enterprise? 56
  • 57. 4. Step 3: Digital optimisation of historical archives SEO skills are a good If you are optimising a digital archive a technique which you could communication technique use is called search engine optimisation (SEO). which could benefit your business in many ways. This principle is based on the assumption that if your data is easily findable by a search engine your visitors can benefit from it too. The more people find you through search engines the larger are your chances of building your brand and converting these visitors to your customers. Optimisation of historic archives can take time and here you might need to experiment with different techniques and therefore a long term commitment of resources would be required for this. 57
  • 58. 4. Step 4: Strategic planning for long term commitments Building on your heritage assets understanding develops long term commitments to maintenance and integration of these assets. 58
  • 59. Application of heritage management • Identify those tangible and intangible cultural heritage assets Here are some basic that could help you to differentiate and innovate. activities that any enterprise should be able • Develop and implement your heritage management strategy to consider and adapt to their own use on a and practices to identify, collect, preserve and optimise the regular basis … potential of your cultural heritage assets. • Consider investment in staff training and in the use of information communication technology (ICT) tools to optimise internal and external use of your heritage assets. • Consider going through the four steps of the heritage management process at least once a year to identify salient points for optimisation of your heritage assets. 59
  • 60. Heritage management training summary The aim of this training is to provide you with an understanding of the skills needed to help you • Understand the meaning and importance of develop cultural heritage cultural heritage management in enterprises management in your enterprise. You should now be able to… • Develop creativity and quality in your product and services through optimisation of your heritage assets • Implement Enterprise Cultural Heritage management in your organisation
  • 61. Acknowledgements The development of this training material is a result of a collaborative project; MNEMOS, which researched this area of Quality and Innovation in Vocational Training for Enterprise Cultural Heritage. We would like to thank the following individuals who provided feedback to improve this training material: Alex Avramenko, Alice Martzopoulou, Alison Kennedy, Anna Catalani, Carmela Gallo, Carolyn Downs, Costantino Landino, Eeva Laaksonen, Elisa Akola, Fiona Cheetham, Grazyna Rembielak-Vitchev, Joe Telles, Josef Svec, Niko Havupalo, Pawel Zolnierczyk, Peter Reeves, Soňa Gullová, Thomas Lemström, Tomas Lehotsky and Tony Conway. To learn more about ECH management you can visit www.enterpriseculturalheritage.org or join the ECH open community on LinkedIn: http://goo.gl/NXtFr This project has been funded with support from the European Commission. This publication reflects only the view of the author, and the Commission cannot be held responsible for any use which may be made of the information contained therein. 61
  • 62. References and further relevant readings Howard, Peter (2003). Heritage: Management, Interpretation, Identity; Continuum International Publishing Group Ltd. Blockley, Marion and Hems, Alison. (2005) Heritage Interpretation: Theory and Practice; Routledge. http://whc.unesco.org/en/conventiontext Moscardo, G. (1996). Mindful Visitors - Heritage and Tourism. Annals of Tourism Research 23(2): 376-397 MNEMOS (2010) J. Atkinson & Co: A successful case of Enterprise Cultural Heritage in the UK Available online from http://goo.gl/gzKfC MNEMOS (2010) Lanificio Leo: A successful case of Enterprise Cultural Heritage in Italy. Available online http://goo.gl/tEw1m MNEMOS (2010) HAITOGLOU BROS. SA: fusion of craft and technology. Available online http://goo.gl/WptEJ Smith, L., Akagawa, N., (2009) Intangible Heritage (Key Issues in Cultural Heritage), Routlede, New York /London Grant, A and Sussums, C. (2010) London Museum Hub Information Policy Toolkit. Available online http://www.museuminfo-records.org.uk/toolkits/InformationPolicy.pdf 62
  • 63. Disclaimer The content included in this training material has been compiled by the MNEMOS project team from a variety of sources. The MNEMOS project team reserves the right to change the terms and conditions of use of this training material without notice and any time. The training material is produced for educational purposes only and does not offer legally binding advice. The training material as well as the www.enterpriseculturalheritage.org website are made available “as is” and “as available”. MNEMOS project team makes no representation and does not warrant: a) That the information selected for the training material and the website is comprehensive, complete, verified, organised and accurate; b) That it is licensed by the copyright or database right owner of any third party content to include or reproduce such content in this training material and the website; c) That the training material and the website will be uninterrupted and error-free; and d) That the server from which the training material and the website is available is free of viruses or bugs. This work is licensed under Creative Commons Attribution 3.0 Unported License.
  • 64. End of Heritage Management training To leave the maximised screen press the ESC button on your keyboard. What would you like to do now? You can take a quiz to check your understanding of Heritage Management (to do this you need to be registered on the learning platform at http://training.enterpriseculturalheritage.org) or You can take the next module which is Brand Management 64