Gilbane Website Migration Workshop
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This document summarizes a workshop on planning for a website migration. It discusses establishing a compelling vision for the migration, inventorying content and other assets, and controlling factors like quality, content weight, and migration distance to minimize risks. Key steps outlined are setting a vision, conducting inventories, controlling quality levels, estimating effort, and iterating the planning process.
Gilbane Website Migration Workshop
- 1. Website Migration Workshop Part 1: Planning Gilbane Boston 2012 @jdavidhobbs
- 2. Quick poll • Where are you in the migration process? 1) Considering it? 2) Planning? 3) Migrating now? 4) Getting over one? • How many of you have done a migration in the past? If so, did it go as planned? • Are you part of an internal web team? • Are 1) you yourself migrating content or 2) planning or overseeing that? @jdavidhobbs http://hobbsontech.com 2
- 3. My primary goal Ways to avoid surprises and train wrecks @jdavidhobbs http://hobbsontech.com 3
- 4. Migrations are interesting! Boring Interesting Cutting and pasting - Searching for patterns - Improving your content One-time exercise - Setting up a long term program Unending - Develop tracking metrics Unimportant - Critical to success Ramming in content - Exposing (non-migration) problems http://bit.ly/cm-interest @jdavidhobbs http://hobbsontech.com 4
- 5. What is a website migration? The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2 @jdavidhobbs http://hobbsontech.com 5
- 6. What is a website migration? The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2 Not just content! @jdavidhobbs http://hobbsontech.com 6
- 7. What is a website migration? The transfer of content, sites/sections, functionality, team, templates, information Every architecture, and relationships from one platform to another – Website Migration migration Handbook v2 is different! @jdavidhobbs http://hobbsontech.com 7
- 8. You are moving a weight @jdavidhobbs http://hobbsontech.com 8
- 9. You are moving a weight across a distance @jdavidhobbs http://hobbsontech.com 9
- 10. You are moving less distance is preferable @jdavidhobbs http://hobbsontech.com 10
- 11. You are moving less weight is preferable @jdavidhobbs http://hobbsontech.com 11
- 12. You should control both @jdavidhobbs http://hobbsontech.com 12
- 13. Where are you? Answer 10 questions to gauge where you are and where you are going: http://bit.ly/s-eval @jdavidhobbs http://hobbsontech.com 13
- 14. Compelling Vision Most stakeholders say it’s compelling Not just for small group Understandable by all Substantial improvement Can help prioritize Justifies migration Short Achievable Widely communicated @jdavidhobbs http://hobbsontech.com 14
- 15. Planning Process @jdavidhobbs http://hobbsontech.com 15
- 16. What can and cannot be automated http://bit.ly/migauto @jdavidhobbs http://hobbsontech.com 16
- 17. Don’t just consider the movement of content – there are important steps before and after @jdavidhobbs http://hobbsontech.com 17
- 18. Use a consistent approach to batch content http://bit.ly/panning
- 19. Except for small sites, don’t do all steps for each content item
- 20. Content Handling Process http://bit.ly/contenthandling @jdavidhobbs http://hobbsontech.com 20
- 21. Computing Manual Effort Manual Effort for Bucket = Content Count x (Sort Effort + Place Effort + Edit Effort + Move / Transform Effort + Enhance Effort + QA Effort) @jdavidhobbs http://hobbsontech.com 21
- 22. @jdavidhobbs http://hobbsontech.com 22
- 23. What is a website migration? The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2 Many / most should be inventoried @jdavidhobbs http://hobbsontech.com 23
- 24. What is a website migration? The transfer of content, sites/sections, functionality, team, templates, information architecture, and relationships from one platform to another – Website Migration Handbook v2 Pay particular attention to content @jdavidhobbs http://hobbsontech.com 24
- 25. Rethinking the Content Inventory 1. Exploration 2. Sources of Data 3. Site Inventories 4. Layers of Content 5. Topic Inventories 6. Quality http://bit.ly/rethink-ci @jdavidhobbs http://hobbsontech.com 25
- 26. Why control your weight 1) Migration is a perfect opportunity to better focus your site and improve quality by dropping content 2) It’s an opportunity to talk about your content in general 3) Less weight is easier to migrate @jdavidhobbs http://hobbsontech.com 26
- 27. Rules-based culling example Define Inventory Confirm Implement Rules @jdavidhobbs hobbsontech.com 27
- 28. Rules-based culling example Define Inventory Confirm Implement Rules Example rules: • If business focus is high, then edit • If less than six page views in the last month, then drop • If the page is in version 2, then move as-is • If the page is in version 1 and more than 100 page views in the last month, then as-is • Otherwise, drop @jdavidhobbs hobbsontech.com 28
- 29. Rules-based culling example Define Inventory Confirm Implement Rules Also see case study @jdavidhobbs hobbsontech.com 29
- 30. Distance is from where you are If you already have a base station on the moon, then moving to the next crater might be easy. If you live in a cardboard box, then moving into an apartment down the street may be difficult. @jdavidhobbs http://hobbsontech.com 30
- 31. One aspect of distance @jdavidhobbs http://hobbsontech.com 31
- 32. Controlling Distance • Phase • Modify depth of support • Eliminate functionality entirely • Concentrate on highest bang for the buck @jdavidhobbs http://hobbsontech.com 32
- 33. Also control quality @jdavidhobbs http://hobbsontech.com 33
- 34. One of the most important controls you have at your disposal is quality level, and it isn’t just a simple yes / no toggle switch @jdavidhobbs http://hobbsontech.com 34
- 35. Some quality level questions • What elements that currently are unmanaged will be managed? • How will links within the content be handled? How will redirects happen? • In general, what HTML transformation needs to occur? • How accurate does placement and tagging need to be? • What backend structure should be in place? What default values will be used? @jdavidhobbs http://hobbsontech.com 35
- 36. Important quality tidbits • Even if you go with the incumbent team / tool capabilities, you should ask yourself what level of quality you expect. • Talking about quality early avoids expectation surprises when it’s too late. • When reviewing quality expectations, consider who is responsible for attaining that quality level and also who will test that this is done. @jdavidhobbs http://hobbsontech.com 36
- 37. Summary 1. Set your vision 2. Inventory 3. Control quality, weight and distance 4. Estimate 5. Iterate @jdavidhobbs http://hobbsontech.com 37
- 38. Thanks! Use discount code ‘boston’ for $25 off v2 handbook @jdavidhobbs http://hobbsontech.com 38
Editor's Notes
- #18: Too often focus on just what’s shown in this illustrationHow did those things get in the boxes? What about the truck?
- #27: You’re probably on board but are thinking “how”?First off, it’s NOT easyAmount of content isn’t the only factor, but it’s a good one to start with because it’s easy to understand and important
- #28: See Rethinking the Content Inventory blog series at HobbsOnTechSOURCES:CMSAnalyticsTemplate versionBiz goals
- #35: Talking about earlier with clientsCan tell very little just looking at the content – texture of content
- #36: Note that NONE OF THESE ARE EITHER / ORs !There are many more questions to look into as well