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DocTrain 10/18/2007 Ben Martin  Senior Analyst The X-Factor in CM
Biographical Sketch Sr. Business Analyst with Flatirons Solutions since 2/2007 Sr. Director of Content Management and Strategy for QAD (4/06-2/07) Consulting Partner with Industrial Wisdom (4/04-4/06) With JDE Edwards for 18 years Product Manager of Content Management  Vice President of Global Content Management Director of Documentation & Translation Technical Writer/Course Designer Masters of Instruction Technology (92; U or Colorado)
Privately owned, internally funded organization – established in 2001 Currently 100 people, with offices in Boulder, Colorado; Dallas, Texas; and Washington, DC Profitable since inception, with 100% year-to-year growth Experts in Enterprise Content Management (ECM) and XML-based publishing solutions Full lifecycle services including strategy, architecture, design, and implementation Introducing Flatirons Solutions Rated #87
Leading-Edge ECM Solutions Web Collaboration  Business Process Content Integration Dynamic, Personalized Customer Content New Media Digital Publishing Topic-Oriented Knowledge Bases Enterprise Classification and Search Digital Asset Globalization Rich Media Management Integrated Electronic Records Document Management Web Content Management Knowledge Management Digital Asset Management Records Management
For Enterprises High Technology Financial Services Aerospace & Transportation Healthcare Manufacturing Retail
For Publishers STM / Journal  Publishing Book / Educational Publishing Legal / Professional Publishing Media and Entertainment Harvard Business School Publishing
Government Customers and Partners
Puzzling: Magic Fairy Dust Why do projects fail? No buy-in Political infighting Not well-defined objectives Cost overruns Over-engineered Under-engineered No closed loop measurements No vision It’s easier to dissect failure than why projects succeed Not a how-to but a who-to (sometimes it’s not what you do but who you are that changes things)
Puzzling: Magic Fairy Dust War stories Skit
Puzzling: Magic Fairy Dust Maybe it’s understanding The players Maybe it’s articulating The requirements The issues Maybe it’s marrying domain expertise with personal strengths and applying them
Start and End with Vision Three eyed (I) Vision Intelligence (of the mind) Integrity (of the heart) Innovation (of the creative energy) By valuing these three qualities, we will achieve great things.
Start and End with Vision It’ s not a tools problem but a vision problem Revisit the “Why” of the project One source, many uses Reduce implementation time, accelerate time to language, send consistent messages New markets, shareholder value Reiterate tradeoffs and compromises necessary to achieve goal Sell leading edge
Know each player Build relationships across teams Leverage strengths (cultural day sponsored by language team) Listen Humor (skits, forum) Thank people Admit mistakes Communication Leadership first, management second Tell the story Humanize the Impossible
Celebrate along the way Set interim achievable milestones Small rewards Recognition in team meetings Play afternoon Information Plan Recognize Efforts and Sacrifice
Until your work is in eight languages See if you can shift compensation to reflect goals Move from “my book” to corporate asset Demonize unnecessary change and make that the common enemy Balance affordability of quality against sustainability of uncontrolled change  Unhook writers from perfection and establish concept of strategic perfection Reframe Success Factors
CEO mandate doesn’t hurt success   Organize training, doc and translation into single line of leadership Hire good people and then get out of the way Look for writers who tend toward information architects Organize appropriately
Content Management metaphors Lego versus clay Link example Label example Change metaphors Changing tires on a moving truck Cockroach and the dinosaur Whitewater rafting Find Metaphors to Shift Thinking
Run sentence analyzers Grammar complexity scores Word count, page count, and task numbers Revenue/translation cost per language Use Metrics to Sell Up
Identify key stakeholder groups Select champion from each group Shop idea, gather requirements Periodically meet to give updates and show you have incorporated their comments Find Champions
Market your successes  Showcase your solution Tours Corporate visits Boot camps Brand your campaign Cook books Combo guides Do you want content with that? Everything goes better with content Use a Little Marketing

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The X Factor in Content Management

  • 1. DocTrain 10/18/2007 Ben Martin Senior Analyst The X-Factor in CM
  • 2. Biographical Sketch Sr. Business Analyst with Flatirons Solutions since 2/2007 Sr. Director of Content Management and Strategy for QAD (4/06-2/07) Consulting Partner with Industrial Wisdom (4/04-4/06) With JDE Edwards for 18 years Product Manager of Content Management Vice President of Global Content Management Director of Documentation & Translation Technical Writer/Course Designer Masters of Instruction Technology (92; U or Colorado)
  • 3. Privately owned, internally funded organization – established in 2001 Currently 100 people, with offices in Boulder, Colorado; Dallas, Texas; and Washington, DC Profitable since inception, with 100% year-to-year growth Experts in Enterprise Content Management (ECM) and XML-based publishing solutions Full lifecycle services including strategy, architecture, design, and implementation Introducing Flatirons Solutions Rated #87
  • 4. Leading-Edge ECM Solutions Web Collaboration Business Process Content Integration Dynamic, Personalized Customer Content New Media Digital Publishing Topic-Oriented Knowledge Bases Enterprise Classification and Search Digital Asset Globalization Rich Media Management Integrated Electronic Records Document Management Web Content Management Knowledge Management Digital Asset Management Records Management
  • 5. For Enterprises High Technology Financial Services Aerospace & Transportation Healthcare Manufacturing Retail
  • 6. For Publishers STM / Journal Publishing Book / Educational Publishing Legal / Professional Publishing Media and Entertainment Harvard Business School Publishing
  • 8. Puzzling: Magic Fairy Dust Why do projects fail? No buy-in Political infighting Not well-defined objectives Cost overruns Over-engineered Under-engineered No closed loop measurements No vision It’s easier to dissect failure than why projects succeed Not a how-to but a who-to (sometimes it’s not what you do but who you are that changes things)
  • 9. Puzzling: Magic Fairy Dust War stories Skit
  • 10. Puzzling: Magic Fairy Dust Maybe it’s understanding The players Maybe it’s articulating The requirements The issues Maybe it’s marrying domain expertise with personal strengths and applying them
  • 11. Start and End with Vision Three eyed (I) Vision Intelligence (of the mind) Integrity (of the heart) Innovation (of the creative energy) By valuing these three qualities, we will achieve great things.
  • 12. Start and End with Vision It’ s not a tools problem but a vision problem Revisit the “Why” of the project One source, many uses Reduce implementation time, accelerate time to language, send consistent messages New markets, shareholder value Reiterate tradeoffs and compromises necessary to achieve goal Sell leading edge
  • 13. Know each player Build relationships across teams Leverage strengths (cultural day sponsored by language team) Listen Humor (skits, forum) Thank people Admit mistakes Communication Leadership first, management second Tell the story Humanize the Impossible
  • 14. Celebrate along the way Set interim achievable milestones Small rewards Recognition in team meetings Play afternoon Information Plan Recognize Efforts and Sacrifice
  • 15. Until your work is in eight languages See if you can shift compensation to reflect goals Move from “my book” to corporate asset Demonize unnecessary change and make that the common enemy Balance affordability of quality against sustainability of uncontrolled change Unhook writers from perfection and establish concept of strategic perfection Reframe Success Factors
  • 16. CEO mandate doesn’t hurt success  Organize training, doc and translation into single line of leadership Hire good people and then get out of the way Look for writers who tend toward information architects Organize appropriately
  • 17. Content Management metaphors Lego versus clay Link example Label example Change metaphors Changing tires on a moving truck Cockroach and the dinosaur Whitewater rafting Find Metaphors to Shift Thinking
  • 18. Run sentence analyzers Grammar complexity scores Word count, page count, and task numbers Revenue/translation cost per language Use Metrics to Sell Up
  • 19. Identify key stakeholder groups Select champion from each group Shop idea, gather requirements Periodically meet to give updates and show you have incorporated their comments Find Champions
  • 20. Market your successes Showcase your solution Tours Corporate visits Boot camps Brand your campaign Cook books Combo guides Do you want content with that? Everything goes better with content Use a Little Marketing