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tips for evaluating a wcms
     Dave Olsen, WVU Web Services
          September 30 2008
What We’ll Talk About

  • Defining CMS
  • About slate
  • Tips for Evaluating a WCMS
  • A Quick Tour
  • Questions or Comments
Defining CMS
"A CMS is a tool that enables a variety of (centralised)
technical and (de-centralised) non technical staff to create,
edit, manage and finally publish (in a number of formats) a
variety of content (such as text, graphics, video, documents
etc), whilst being constrained by a centralised set of rules,
process and workflows that ensure coherent, validated
electronic content."
Defining CMS

 Simplified: It’s a system that manages content.
        The not so simple part? Defining “content.”



also realize that once you have a “system” you’re locked into it’s
     way of thinking about content (e.g. organization, types)
Flavors of CMS by Content
 • Document Management (PDFs or Word docs)
 • Records Management (student recs.)
 • Web Content Management (slate)
 • Portal (MIX)
 • Digital Asset Management (photos)
 • Enterprise Content Management
What is slate?
• A web content management system focused on
  rapid production of traditional web sites at WVU
• Developed to “scratch an itch” in our unit
• Under on-again off-again development for 3 years
• Hosting 150+ production sites
• Managing 500+ users
• Handling 300,000+ page views a month (very old
  data)
Some Technical Details

• Ruby on Rails Framework
• Apache 2.2 w/ mod_proxy_balancer
• Microsoft SQL Server
• F5 load-balanced 2-server cluster
• Subversion
Why did we develop a
     WCMS in-house?
• NIHS: Not Invented Here Syndrome
• The ability to build a product that addressed our
  goals more directly
• It started as a small project (e.g. no funding) that has
  mushroomed
Initial Goals for slate
• Limit the disruption to the current process of
  creating templates for sites
• Allow broad design flexibility
• One install of a WCMS to deliver multiple sites
• Try new technologies
• Work with centralized services where possible
• Make it simple to publish content
Evolution of Goals
            aka What We’ve Learned

• Making it easier to use (e.g.WYSIWYG)
• Better documentation.
• Need lots of training.
• Focus. Focus. Focus.
• Faster release cycles of new features and fixes
• Trying to take advantage of being a WCMS.
  Especially where content can be shared across
  web sites
Examples
webservices.wvu.edu
Examples
thequestion.blogs.wvu.edu
Examples
wvudownloads.wvu.edu
Tips for Evaluating
           a WCMS
• Figure out what you’re open to:
 • Homegrown: evaluate just like a vendor
 • Commercial: need lots of hand holding?
 • High-end: got big demands?
 • Open Source: want a customized solution?
• What are the licensing terms? Pay by seat, site
  or install?
Tips for Evaluating
           a WCMS
• One product will not fit your entire
  organization.
• Identify things that you like from your current
  process. You don’t want to change it too much
  because no one wants more work.
• Don’t underestimate the ease of customizing
  and managing templates. It’s not all about
  content.
Tips for Evaluating
           a WCMS
• It’s not about the features. It’s about the
  process.
• Ask for full demo’s that you can prep content
  for yourself (e.g. don’t accept just the sales pitch)
• Get referrals and try to visit organizations that
  are using the product. Real feedback is what
  you’ll need.
• Thoroughly evaluate examples provided and
  ask vendor if anything was custom
Tips for Evaluating
           a WCMS
• A good product will not be simple. Evaluate:
 • community
 • documentation
 • support & training
 • evolution (e.g. how often their are new releases)
 • maturity
Other things to
         consider...
• Is there a solution that helps manage
  content based on guidelines you have to
  follow? e.g. HIPAA
• What are the security threats for both the
  application and platform?
• What about versatility? Can it deliver blogs,
  image galleries, other?
• There may be some hidden costs to take
  into account (migrating content, electricity)
Demo Time
Questions or Comments?

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WCMS Evaluation Tips

  • 1. slate + tips for evaluating a wcms Dave Olsen, WVU Web Services September 30 2008
  • 2. What We’ll Talk About • Defining CMS • About slate • Tips for Evaluating a WCMS • A Quick Tour • Questions or Comments
  • 3. Defining CMS "A CMS is a tool that enables a variety of (centralised) technical and (de-centralised) non technical staff to create, edit, manage and finally publish (in a number of formats) a variety of content (such as text, graphics, video, documents etc), whilst being constrained by a centralised set of rules, process and workflows that ensure coherent, validated electronic content."
  • 4. Defining CMS Simplified: It’s a system that manages content. The not so simple part? Defining “content.” also realize that once you have a “system” you’re locked into it’s way of thinking about content (e.g. organization, types)
  • 5. Flavors of CMS by Content • Document Management (PDFs or Word docs) • Records Management (student recs.) • Web Content Management (slate) • Portal (MIX) • Digital Asset Management (photos) • Enterprise Content Management
  • 6. What is slate? • A web content management system focused on rapid production of traditional web sites at WVU • Developed to “scratch an itch” in our unit • Under on-again off-again development for 3 years • Hosting 150+ production sites • Managing 500+ users • Handling 300,000+ page views a month (very old data)
  • 7. Some Technical Details • Ruby on Rails Framework • Apache 2.2 w/ mod_proxy_balancer • Microsoft SQL Server • F5 load-balanced 2-server cluster • Subversion
  • 8. Why did we develop a WCMS in-house? • NIHS: Not Invented Here Syndrome • The ability to build a product that addressed our goals more directly • It started as a small project (e.g. no funding) that has mushroomed
  • 9. Initial Goals for slate • Limit the disruption to the current process of creating templates for sites • Allow broad design flexibility • One install of a WCMS to deliver multiple sites • Try new technologies • Work with centralized services where possible • Make it simple to publish content
  • 10. Evolution of Goals aka What We’ve Learned • Making it easier to use (e.g.WYSIWYG) • Better documentation. • Need lots of training. • Focus. Focus. Focus. • Faster release cycles of new features and fixes • Trying to take advantage of being a WCMS. Especially where content can be shared across web sites
  • 14. Tips for Evaluating a WCMS • Figure out what you’re open to: • Homegrown: evaluate just like a vendor • Commercial: need lots of hand holding? • High-end: got big demands? • Open Source: want a customized solution? • What are the licensing terms? Pay by seat, site or install?
  • 15. Tips for Evaluating a WCMS • One product will not fit your entire organization. • Identify things that you like from your current process. You don’t want to change it too much because no one wants more work. • Don’t underestimate the ease of customizing and managing templates. It’s not all about content.
  • 16. Tips for Evaluating a WCMS • It’s not about the features. It’s about the process. • Ask for full demo’s that you can prep content for yourself (e.g. don’t accept just the sales pitch) • Get referrals and try to visit organizations that are using the product. Real feedback is what you’ll need. • Thoroughly evaluate examples provided and ask vendor if anything was custom
  • 17. Tips for Evaluating a WCMS • A good product will not be simple. Evaluate: • community • documentation • support & training • evolution (e.g. how often their are new releases) • maturity
  • 18. Other things to consider... • Is there a solution that helps manage content based on guidelines you have to follow? e.g. HIPAA • What are the security threats for both the application and platform? • What about versatility? Can it deliver blogs, image galleries, other? • There may be some hidden costs to take into account (migrating content, electricity)