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Take Control of Your
 Website Migration
    @jdavidhobbs




                   10 November 2011
Your migration control knobs
•   Raw heft
•   Distance
•   Quality
•   Content handling

Most organizations don’t think enough about
these controls and run into related issues as
surprises
@jdavidhobbs           hobbsontech.com          2
Control Knob: Raw Heft




 1) Migration is a perfect opportunity to better
     focus your site and improve quality by
     dropping content
 2) Less weight is easier to migrate

@jdavidhobbs           hobbsontech.com             3
Yeah, but how?
Main points:
• Set weight loss as a goal and track it
• Separate out what’s easy from what you want!

A couple approaches:
• Natural attrition
• Rules-based

@jdavidhobbs       hobbsontech.com           4
Set goal and track it



                      http://www.flickr.com/photos/migrationhandbook/6289117089/
                                                                                       900
                                                                                       800
                                                                                       700
                                                                                       600
                                                                                       500
                                                                                                                                               Remaining
                                                                                       400
                                                                                                                                               Complete
                                                                                       300
                                                                                       200
                                                                                       100
                                                                                         0
                                                                                              Rewrite   Moving As-is   Staying in   Dropping
                                                                                                                         place




@jdavidhobbs                                                                       hobbsontech.com                                                  5
Rules-based culling

                 Define
Inventory                                   Confirm   Implement
                 Rules




@jdavidhobbs              hobbsontech.com                         6
Rules-based culling example

                                      Define
Inventory                                                               Confirm       Implement
                                      Rules




   For more, see Rethinking the Content Inventory series at bit.ly/rethinkinventory

@jdavidhobbs                                          hobbsontech.com                             7
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                                     8
Rules-based culling example

               Define
Inventory                                 Confirm   Implement
               Rules




@jdavidhobbs            hobbsontech.com                         9
Raw heft final thoughts
• Don’t yo-yo diet     Also see The Web Diet at bit.ly/webdiet

• Attempt to cut based on rules
• Remember the vision for your project overall
  when cutting content



Impact: More focused site and an easier
migration
@jdavidhobbs               hobbsontech.com                       10
Control Knob: Distance


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
a condo down the street may be difficult.


@jdavidhobbs           hobbsontech.com         11
@jdavidhobbs
hobbsontech.com




                  http://www.flickr.com/photos/migrationhandbook/6289099459
12
Other Distance Decisions
• Other distance decisions:
      – Amount of structural changes to content
      – IA changes
      – New content required
      – New functionality
      – Number of content types / templates

Impact: less planning and transformation
required
@jdavidhobbs              hobbsontech.com         13
Control Knob: Quality




   One of the most important knobs you have at
   your disposal is quality level, and it isn’t just a
   simple yes / no toggle switch


@jdavidhobbs            hobbsontech.com              14
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         hobbsontech.com            15
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

Impact: Better quality as well as improved QA
process
@jdavidhobbs           hobbsontech.com              16
Control Knob: Content Handling




Don’t just consider the movement of content –
there are important steps before and after
@jdavidhobbs       hobbsontech.com              17
Six Steps of Content Handling
 • Consider what needs to happen at each step
 • Look at cost of each step




 Also see Content Handling Process at bit.ly/contenthandling          http://www.flickr.com/photos/migrationhandbook/6289099459/




 Impact: Understanding manual effort earlier,
 reducing effort, and improving quality

@jdavidhobbs                                               hobbsontech.com                                                         18
Avoiding Frankenstein’s Monster




• Many orgs wind up with Frankenstein’s
  monster quickly after launch
• Product manage for ongoing quality, and
  consider the product management process
  during migration itself
@jdavidhobbs       hobbsontech.com          19
You Sit At The Controls!
•   Raw heft
•   Distance
•   Quality
•   Content handling




@jdavidhobbs            hobbsontech.com   20
You Sit At The Controls!
•   Raw heft
•   Distance
•   Quality
•   Content handling

     Special Offer for CM Pros: 50% off Website Migration Handbook v2.0

     Go to http://migrationhandbook.com/v2 and enter the code
     cm pros are cool to buy before the handbook is generally available


@jdavidhobbs                         hobbsontech.com                      21

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Take Control of Your Website Migration

  • 1. Take Control of Your Website Migration @jdavidhobbs 10 November 2011
  • 2. Your migration control knobs • Raw heft • Distance • Quality • Content handling Most organizations don’t think enough about these controls and run into related issues as surprises @jdavidhobbs hobbsontech.com 2
  • 3. Control Knob: Raw Heft 1) Migration is a perfect opportunity to better focus your site and improve quality by dropping content 2) Less weight is easier to migrate @jdavidhobbs hobbsontech.com 3
  • 4. Yeah, but how? Main points: • Set weight loss as a goal and track it • Separate out what’s easy from what you want! A couple approaches: • Natural attrition • Rules-based @jdavidhobbs hobbsontech.com 4
  • 5. Set goal and track it http://www.flickr.com/photos/migrationhandbook/6289117089/ 900 800 700 600 500 Remaining 400 Complete 300 200 100 0 Rewrite Moving As-is Staying in Dropping place @jdavidhobbs hobbsontech.com 5
  • 6. Rules-based culling Define Inventory Confirm Implement Rules @jdavidhobbs hobbsontech.com 6
  • 7. Rules-based culling example Define Inventory Confirm Implement Rules For more, see Rethinking the Content Inventory series at bit.ly/rethinkinventory @jdavidhobbs hobbsontech.com 7
  • 8. 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 8
  • 9. Rules-based culling example Define Inventory Confirm Implement Rules @jdavidhobbs hobbsontech.com 9
  • 10. Raw heft final thoughts • Don’t yo-yo diet Also see The Web Diet at bit.ly/webdiet • Attempt to cut based on rules • Remember the vision for your project overall when cutting content Impact: More focused site and an easier migration @jdavidhobbs hobbsontech.com 10
  • 11. Control Knob: Distance 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 a condo down the street may be difficult. @jdavidhobbs hobbsontech.com 11
  • 12. @jdavidhobbs hobbsontech.com http://www.flickr.com/photos/migrationhandbook/6289099459 12
  • 13. Other Distance Decisions • Other distance decisions: – Amount of structural changes to content – IA changes – New content required – New functionality – Number of content types / templates Impact: less planning and transformation required @jdavidhobbs hobbsontech.com 13
  • 14. Control Knob: Quality One of the most important knobs you have at your disposal is quality level, and it isn’t just a simple yes / no toggle switch @jdavidhobbs hobbsontech.com 14
  • 15. 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 hobbsontech.com 15
  • 16. 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 Impact: Better quality as well as improved QA process @jdavidhobbs hobbsontech.com 16
  • 17. Control Knob: Content Handling Don’t just consider the movement of content – there are important steps before and after @jdavidhobbs hobbsontech.com 17
  • 18. Six Steps of Content Handling • Consider what needs to happen at each step • Look at cost of each step Also see Content Handling Process at bit.ly/contenthandling http://www.flickr.com/photos/migrationhandbook/6289099459/ Impact: Understanding manual effort earlier, reducing effort, and improving quality @jdavidhobbs hobbsontech.com 18
  • 19. Avoiding Frankenstein’s Monster • Many orgs wind up with Frankenstein’s monster quickly after launch • Product manage for ongoing quality, and consider the product management process during migration itself @jdavidhobbs hobbsontech.com 19
  • 20. You Sit At The Controls! • Raw heft • Distance • Quality • Content handling @jdavidhobbs hobbsontech.com 20
  • 21. You Sit At The Controls! • Raw heft • Distance • Quality • Content handling Special Offer for CM Pros: 50% off Website Migration Handbook v2.0 Go to http://migrationhandbook.com/v2 and enter the code cm pros are cool to buy before the handbook is generally available @jdavidhobbs hobbsontech.com 21