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Navigating the 3 r’s
Rebranding, redesign and retooling
Patricia Eagan @coastalcandy
Is it sailing into the Perfect Storm??
Or learning to avoid the storm?
It’s about having the right charts
In the beginning
• Replace outdated CMS
• Needed more than
publishing platform
• Personalization, targeted
content, social apps support
CMS selection
 Product chosen based on functionality – not strategic
 Tech platform not supported in-house
 Implementation partner- little experience with product
 No top-level champion
2+ years and still waiting
 Incompetent
implementation agency
 PM with no web CMS
experience
 Industry analyst
assessed product fit
 CMS abandoned
Industry analyst to the rescue
 Analyst engaged to
review current
requirements
 Focused on needs, not
functions
 Shortlisted products
 Products demos with
implementation partner
Organizational and strategic changes
Rebranding: from this- blah
The Jackson Laboratory is a nonprofit biomedical research
institution and National Cancer Institute-designated
Cancer Center based in Bar Harbor, Maine.
Its mission is to discover the genetic basis for preventing,
treating and curing human diseases, and to enable
research and education for the global biomedical
community
To this- bold
We discover precise genomic solutions for disease
and empower the global biomedical community in
our shared quest to improve human health.
Our work will improve both life span and health
span––and make medicine more precise, predictable
and personal.
Rebranding
 Our message
 Content marketing
 Clinical expansion
Redesign
 Audience engagement
 Sales
 Philanthropic support
Website now viewed strategically
Retooling
 CMS
 Mobile/Responsive
 Social
 Search engine
Website now viewed strategically
But now too many execs in the kitchen
I know what
needs to be
done
I’ll look like
the hero
Role of CMS
Who decides?
IT
Marketing
Industry consultants
Digital Agency
Strategy influencesCMS decsions
Digital
Strategy
Content
Strategy
CMS
CMS Considerations- Business
 No longer just a back end support system – not just for
publishing but engagement
 Business needs drive CMS as part of the overall web
experience in today’s content marketing approach.
 Your implementation partner needs to be aligned with your
strategy and be audience focused
 Buy what you need now – don’t get caught up in all the bells
and whistles if not part of your strategy
CMS Considerations-Technical
Platforms
• .NET
• JAVA
• Open
Source
3Rd party
• CRM
• Recruiting
• Event
registration
Applications
• Sharepoint
• Search
• Video
Who will manage the CMS
Who hosts
the software?
Who provides
web development?
When do you decide?
Should you choose CMS
before you engage design
agency?
Should design agency
recommend CMS based
on digital and content
strategy?
What role should IT play
other than technical
considerations?
Keeping on course
Customer and stakeholder interviews
Develop personas
Content audit and ROT analysis
Topic inventories
Partner Interactions
CMS Partner
Digital Agency
It’s a little tight in here
 Branding agency – digital
strategy- design input
 Design agency – digital
strategy input- design
 CMS service provider-
design agency or
collaboration
 Role of CMS vendor in
monitoring
implementation
Getting back on course
What is the right course
 Exec level champion
 Define business owner
 Clarify role of IT
 Value in-house expertise
 Utilize industry analysts for validation
Charting the course
 Select design agency
 Define digital and content strategy
 Select CMS based on requirements
 Define project charter and scope
 Clearly define roles and responsibilities
Who is navigating
 When should you have analysts/consultants involved?
 Strategy
 Technology
 Who should own the project?
 Marketing
 IT
 How do you account for changes?
 Shifts in senior management
 Shifts in strategy/goals
Plotting the course
 What is optimal? One agency for all- branding, design,
development?
 Should design agencies do design and web
development?
 Best of breed? Choose agency based on specific skill
 Which model has more management involved and risk?
Value of partners
• Make sure you are aligned
internally first
• Agency as well as technology
must be a fit
• Do they understand you and
your needs?
• Have they similar partners?
• Are you ready to be a good
partner?
Reaching your destination
 Do you know where you are going?
 Do you have the right people piloting the course?
 Do you have the right navigational aids?
What is most important is having the right partners who
understand your goals and want you to achieve them
Or you will find yourself in the perfect storm
Contact info:
patricia.eagan@jax.org
Twitter:
@coastalcandy
LinkedIn:
Linkedin.com/in/patriciaeagan

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Navigating the 3 R's, Rebranding, Redesign and Retooling

  • 1. Navigating the 3 r’s Rebranding, redesign and retooling Patricia Eagan @coastalcandy
  • 2. Is it sailing into the Perfect Storm??
  • 3. Or learning to avoid the storm?
  • 4. It’s about having the right charts
  • 5. In the beginning • Replace outdated CMS • Needed more than publishing platform • Personalization, targeted content, social apps support
  • 6. CMS selection  Product chosen based on functionality – not strategic  Tech platform not supported in-house  Implementation partner- little experience with product  No top-level champion
  • 7. 2+ years and still waiting  Incompetent implementation agency  PM with no web CMS experience  Industry analyst assessed product fit  CMS abandoned
  • 8. Industry analyst to the rescue  Analyst engaged to review current requirements  Focused on needs, not functions  Shortlisted products  Products demos with implementation partner
  • 10. Rebranding: from this- blah The Jackson Laboratory is a nonprofit biomedical research institution and National Cancer Institute-designated Cancer Center based in Bar Harbor, Maine. Its mission is to discover the genetic basis for preventing, treating and curing human diseases, and to enable research and education for the global biomedical community
  • 11. To this- bold We discover precise genomic solutions for disease and empower the global biomedical community in our shared quest to improve human health. Our work will improve both life span and health span––and make medicine more precise, predictable and personal.
  • 12. Rebranding  Our message  Content marketing  Clinical expansion Redesign  Audience engagement  Sales  Philanthropic support Website now viewed strategically
  • 13. Retooling  CMS  Mobile/Responsive  Social  Search engine Website now viewed strategically
  • 14. But now too many execs in the kitchen I know what needs to be done I’ll look like the hero
  • 15. Role of CMS Who decides? IT Marketing Industry consultants Digital Agency
  • 17. CMS Considerations- Business  No longer just a back end support system – not just for publishing but engagement  Business needs drive CMS as part of the overall web experience in today’s content marketing approach.  Your implementation partner needs to be aligned with your strategy and be audience focused  Buy what you need now – don’t get caught up in all the bells and whistles if not part of your strategy
  • 18. CMS Considerations-Technical Platforms • .NET • JAVA • Open Source 3Rd party • CRM • Recruiting • Event registration Applications • Sharepoint • Search • Video
  • 19. Who will manage the CMS Who hosts the software? Who provides web development?
  • 20. When do you decide? Should you choose CMS before you engage design agency? Should design agency recommend CMS based on digital and content strategy? What role should IT play other than technical considerations?
  • 21. Keeping on course Customer and stakeholder interviews Develop personas Content audit and ROT analysis Topic inventories
  • 23. It’s a little tight in here  Branding agency – digital strategy- design input  Design agency – digital strategy input- design  CMS service provider- design agency or collaboration  Role of CMS vendor in monitoring implementation
  • 24. Getting back on course
  • 25. What is the right course  Exec level champion  Define business owner  Clarify role of IT  Value in-house expertise  Utilize industry analysts for validation
  • 26. Charting the course  Select design agency  Define digital and content strategy  Select CMS based on requirements  Define project charter and scope  Clearly define roles and responsibilities
  • 27. Who is navigating  When should you have analysts/consultants involved?  Strategy  Technology  Who should own the project?  Marketing  IT  How do you account for changes?  Shifts in senior management  Shifts in strategy/goals
  • 28. Plotting the course  What is optimal? One agency for all- branding, design, development?  Should design agencies do design and web development?  Best of breed? Choose agency based on specific skill  Which model has more management involved and risk?
  • 29. Value of partners • Make sure you are aligned internally first • Agency as well as technology must be a fit • Do they understand you and your needs? • Have they similar partners? • Are you ready to be a good partner?
  • 30. Reaching your destination  Do you know where you are going?  Do you have the right people piloting the course?  Do you have the right navigational aids? What is most important is having the right partners who understand your goals and want you to achieve them Or you will find yourself in the perfect storm