Thursday, July 19, 2012

Content Management Systems Reviews - Joomla

Joomla is a free and open source content management framework (CMF) for publishing content on the World Wide Web and intranets. It includes features such as page caching, RSS feeds, printable versions of pages, news flashes, blogs, polls, search, and support for language internationalization.

Over 9,200 free and commercial extensions are available from the official Joomla! Extension Directory, and more are available from other sources. It is estimated to be the second most used CMS on the Internet after WordPress. Joomla won the Packt Publishing Open Source Content Management System Award in 2006, 2007, and 2011.

You can think of a Joomla! website as bringing together three elements:
  • your content, which is mainly stored in a database;
  • your template, which controls the design and presentation of your content (such as fonts, colors and layout);
  • Joomla! which is the software that bring the content and the template together to produce webpages.
A Joomla template is a multifaceted Joomla extension which is responsible for the layout, design and structure of a Joomla powered web site. While the CMS itself manages the content, a template manages the look and feel of the content elements and the overall design of a Joomla driven web site.

The content and design of a Joomla template is separate and can be edited, changed and deleted separately. The template is where the design of the main layout for a Joomla site is set. This includes where users place different elements (components, modules, and plug-ins), which are responsible for the different types of content. If the template is designed to allow user customization, the user can change the content placement on the site, i.e. putting the main menu on the right or left side of the screen.

Template Components

Layout

The template is the where the design of the main layout is set for a Joomla site. This includes where users place different elements (components, modules, and plug-ins, which are responsible for different types of content.

Color Scheme

Using CSS within the template design, users can change the colors of the backgrounds, text, links or just about anything that they could using (X)HTML code.

Images and Effects

Users can also control the way images are displayed on the page and even create flash-like effects such as drop-down menus.

Fonts

The same applies to fonts. They are set within the template's CSS file(s) to create a uniform look across the entire site, which makes it easy to change the whole look just by altering one or two files rather than every single page.

Joomla! is composed of a Platform and extensions.

Joomla! extensions

Joomla! extensions help extend the Joomla web sites' ability. There are five types of extensions for Joomla: components, modules, plugins, templates, and languages. Each of these extensions handles a specific function.

Components: they are the largest and most complex extensions. They can be seen as mini-applications. Most components have two parts: a site part and an administrator part. Every time a Joomla page loads, one component is called to render the main page body. Components are the major portion of a page because a component is driven by a menu item and every menu item runs a component.

Plugins: they are more advanced extensions and are, in essence, event handlers. In the execution of any part of Joomla, a module or a component, an event can be triggered. When an event is triggered, plugins that are registered with the application to handle that event execute. For example, a plugin could be used to block user-submitted articles and filter out bad words.

Templates: this describes the main design of the Joomla web site and is the extension that allows users to change the look of the site. Users will see modules and components on a template. They are customizable and flexible. Templates determine the style of a website.

Modules: rendering pages flexibly in Joomla requires a module extension, which is then linked to Joomla components to display new content or new images. Joomla modules look like boxes – like the search or login module. However, they don’t require HTML to Joomla to work.

Languages: they are very simple extensions that can either be used as a core part or as an extension. Language and font information can also be used for PDF or PSD to Joomla conversions.

Joomla also has built-in extensions which include: component (Banner, Contacts, Joomla! Update, Messaging, Newsfeeds, Redirect, Search, Smart Search), Content, Menus, ect.

Tuesday, July 17, 2012

Search Applications - Exalead

Exalead provides search platforms and search-based applications. Search-based applications (SBA) are software applications in which a search engine platform is used as the core infrastructure for information access and reporting. SBAs use semantic technologies to aggregate, normalize and classify unstructured, semi-structured and/or structured content across multiple repositories, and employ natural language technologies for accessing the aggregated information.

Exalead has a platform that uses advanced semantic technologies to bring structure, meaning, and accessibility to previously unused or under-utilized data in the disparate, heterogeneous enterprise information overload.

The system collects data from virtually any source, in any format, and transforms it into structured, pervasive, contextualized building blocks of business information that can be directly searched and queried, or used as the foundation for a new breed of lean, innovative information access applications.

Exalead products include the CloudView platform and the ii Solutions Suite of packaged SBAs, all built on the same powerful CloudView platform.

Exalead CloudView

Exalead CloudView enables organizations to meet demands for real time, in-context, accurately delivered information, accessed from diverse web and enterprise big data sources, yet delivered faster and with cost less than with traditional application architectures. This platform is used for both online and enterprise SBAs as well as enterprise search.

Available for on-premises or cloud delivery, Exalead CloudView is the infrastructure that powers all Exalead solutions, including Exalead’s public web search engine, the company’s custom SBAs, and the Exalead ii Solution Suite of packaged, vertical SBAs.

Exalead ii Solutions Suite

Exalead ii ("information intelligence”) applications are packaged, workflow specific SBAs that transform large volumes of heterogeneous, multi-source data into meaningful, real time information intelligence, and deliver that information intelligence in context to users to improve business processes.

On the data side, the Exalead information infrastructure uses semantic technologies to non-intrusively aggregate, align and enhance multi-source data to create a powerful base of actionable knowledge (i.e., information intelligence).

Exalead Advanced Search options appear as a drop-down menu below the search form, where users select the search criteria that will be entered directly into the search form. A different set of advanced search options is available for each search type.

Registered users can select the "Bookmark" option below for any search results to add these results to a list of saved sites, accessible on the Exalead homepage as a collection of image thumbnails.

Strengths:
  • truncation, proximity, and many other advanced operators not available from other search engines;
  • includes thumbnails of pages;
  • provides excellent narrowing options on right side.

Exalead appears to support Boolean operators and nested searching with the operators AND, OR, and NOT. Either AND, OR or NOT can be used. Searching can be nested using parentheses. Operators must be in upper case. Exalead can also use "for NOT" but only when it is not used along with the Boolean operators. In the Advanced Search, it also has drop-down choices for "containing," "not containing," and "preferably containing." There is also an OPT operator which means that the word following it is an optional word.

Phrase searching is available by using "double quotes" around a phrase. It also supports a NEXT operator for ordered proximity of one word (in other words, the same thing as a phrase search.) So "double quotes" should get the same results as double NEXT quotes. Exalead also supports the NEAR operator for 16 word proximity. You can change it to NEAR/5 (or any other number) to specify a different proximity value.

Exalead's Advanced Search also offer some unusual types of special searches:
  • phonetic spelling with the sounds like: operator;
  • approximate spelling with the spells like: operator;
  • regular expression using regex syntax.
On a search with two or more words, stemming is automatic. Exalead also supports truncation using an asterisk * symbol. Stemming is also controlled on the preferences page. Exalead has no case sensitive searching. Using either lower or upper or mixed case will result in the same results. Exalead supports a title search.

Exalead has limits for language, country, file type, site, and date available on the Advanced Search page. The file type limit includes text, PDF, Word, Excel, Powerpoint, Rich Text Format, Corel WordPerfect, and Shockwave Macromedia Flash. You can place the file type search command into the search box. The Advanced Search page offers a site limit, which can be used to limit results to those from the specified domain. The language limit is available in the Advanced Search.

Some common words such as 'a,' 'the' and 'in' are ignored, but they can be searched with a + in front. Within a phrase search, all words are searched.

Results are sorted by a relevance algorithm. Pages are also clustered by site. Only one page per site will be displayed. Others are available via the yellow folder and domain name. The Advanced Search page used to include two date sort options, but those disappeared with the new interface in October 2006. They are still available via the field prefix of sort. Two options are available: sort:new and sort:old.

Saturday, July 14, 2012

Methods and Techniques for Information Architecture Design

Yesterday, I described information architecture design patterns for web sites and best practices for this design. Today, I am going to describe methods and techniques for information architecture design.

There are a few different approaches commonly used for information architecture design.

Card Sorting

Card sorting is a low cost, simple way to figure out how best to group and organize your content based on user input. Card sorting works by writing each content set or page on an index card, and then letting users sort them into groups based on how they think the content should be categorized.

There are several types of card sorting methodologies. The basic method starts out with cards in random order and users sort them in the way they think they should be grouped. In reverse card sorting, the cards are pre-sorted into groups, and users are then given the task of rearranging them as they see fit. Open card sorting lets users name the groups they’ve created for the cards, while closed card sorting will have group names in which the participant places the cards into.

Various methods can be used to analyze the data. The purpose of the analysis is to extract patterns from the population of test subjects, so that a common set of categories and relationships emerges. This common set is then incorporated into the design of the site, either for navigation or for other purposes.

There are a number of tools available to perform card sorting activities with survey participants via the internet. The perceived advantage of remote card sorting is that it allows a larger group of participants to be reached at a lower cost. The software can also assist in the process of analyzing card sort results. The advantages of a remote card sort must be traded off against the lack of personal interaction between card sort participants and the card sort administrator, which may produce valuable insights.

Wireframes and Prototypes

Basic wireframes can do a lot more than just give an outline of the design layout of a site. It also informs us how content will be arranged, at least on a basic level. Putting content into wireframes and prototypes gives us a good sense of how the content is arranged in relation to other content and how well our information architecture achieves our goals.

When you are wireframing, and especially when you are prototyping, you should be working with content that at least resembles what the final content of the site will be.

Site Maps and Outlines

Site maps are quick and easy ways to visually denote how different pages and content relate to one another. It is an imperative step that "mocks up" how content will be arranged.

These content outlines show how all the pages on your site are grouped, what order they appear in, and the relationships between parent and child pages. This is often a simple document to prepare, and may be created after a round or two of card sorting.

For existing sites or content that must be placed in a web site, a content inventory is usually the prelude to this phase.

Information Architecture Design Styles

There are two basic styles of information architecture: top-down and bottom-up. The thing that many designers must realize is that it is useful to look at a site from both angles to devise the most effective IA. Rather than just looking at your projects from a top-down or bottom-up approach, look at it from both ends to see if there are any gaps in how things are organized.

Top-Down Architecture

Top-down architecture starts with a broad overview and understanding of the website’s strategy and goals, and creates a basic structure first. From there, content relationships are refined as the site architecture grows deeper, but it is all viewed from the overall high-level purpose of the site.

Bottom-Up Architecture

The bottom-up architecture model looks at the detailed relationships between content first. With this kind of architecture, you might start out with user personas and how those users will be going through the site. From there, you figure out how to tie it all together, rather than looking at how it all relates first.

Different websites require different types of information architecture. What works best will vary based on things like how often content is updated, how much content there is, and how visitors use the site.

Friday, July 13, 2012

Information Architecture for Websites

Without a clear understanding of how information architecture (IA) should be set up, we can end up creating web sites that are more confusing than they need to be or make web site content virtually inaccessible. Here are some popular IA design patterns, best practices, design techniques, and case examples.

Information Architecture Design Patterns

There are a number of different IA design patterns for effective organization of web site content. Understanding these IA models will help you pick the most appropriate starting point for a site’s information structure. Let us talk about five of the most common web site IA patterns.

Single Page


The first pattern is the single page model. Single page sites are best suited for projects that have a very narrow focus and a limited amount of information. These could be for a single product site, such as a website for an iPhone app, or a simple personal contact info site.

Flat Structure


This information structure puts all the pages on the same level. Every page is just as important as every other page. This is commonly seen on brochure style sites, where there are only a handful of pages. For larger sites with a lot more pages, the navigation flow and content findability gets unwieldy.

Index Page


A main page with subpages is probably the most commonly seen web site IA pattern. This consists of a main page (we know this more commonly as a "home page" or "front page"), which serves as a jump-off point for all the other pages. The sub-pages have equal importance within the hierarchy.

Strict Hierarchy Pattern


Some websites use a strict hierarchy of pages for their information design. On these sites, there will be an index page that links to sub-pages. Each sub-page (parent page) has its own subpages (child pages). In this pattern, child pages are only linked from its parent page.

Co-Existing Hierarchies Pattern


As an alternative to the strict hierarchy, there is also the option of co-existing hierarchies. There are still parent and child pages, but in this case, child pages may be accessible from multiple parent pages/higher-level pages. This works well if there’s a lot of overlapping information on your site.

Best Practices for Information Architecture Design

There are a number of things you need to remember when designing the information architecture of your site. Most importantly, you need to keep the user experience at the forefront when making choices about how best to present and organize the content on your site.

Don’t Design Based on Your Own Preferences

You are not your user. As a designer, you have to remember that site visitors won’t have the same preferences as you. Think about who a "site user" really is and what they would want from the site.

Research User Needs

Researching what your users need and want is one of the most important steps in creating an effective information architecture. There are a number of ways to research user needs. You could get feedback through interviews, surveys, user side testing, and other usability testing methods prior to the site launch to see if users are able to navigate your site efficiently.

Once you know what your users actually need, rather than just your perception of what they need, you will be able to tailor your information architecture to best meet those needs.

Have a Clear Purpose

Every site should have a clear purpose, whether that’s to sell a product, inform people about a subject, provide entertainment, etc. Without a clear purpose, it is virtually impossible to create any kind of effective IA.

The way the information on a site is organized should be directly correlated to what the site’s purpose is. On a site where the end goal is to get visitors to purchase something, the content should be set up in such a way that it funnels visitors toward that goal. On a site that is meant to inform, the IA should lead people through the content in a way that one page builds on the last one.

You may have sub-goals within a site, requiring you to have subsets of content with different goals. That is fine, as long as you understand how each piece of content fits in relation to the goals of a site.

Use Personas

Creating personas, a hypothetical narrative of your various web site users, is another great way to figure out how best to structure the site’s content.

In its very basic form, developing personas is simply figuring out the different types of visitors to your site and then creating "real" people that fit into each of those categories. Then throughout the design process, use the people you have profiled as your basis for designing and testing the site’s IA.

Keep Site Goals in Mind

It is important that you keep the site’s goals in mind while you’re structuring content. Pick the right IA pattern for those goals. Use goals to justify why the information structure should be the way you designed it.

Be Consistent

Consistency is central to exemplary information architectures. If eight of your nine informational pages are listed in a section, why wouldn’t you also include the ninth page there? Users expect consistency.

The same goes for how information is structured on each page. Pick a pattern and stick to it. If you deviate from that pattern, make sure you have a very good reason to do so; and make the deviation is consistent in similar cases. Inconsistencies have a tendency to confuse visitors.

Tomorrow, I am going to describe methods and techniques for information architecture design.

Monday, July 9, 2012

Content Management Systems Reviews - Open Text - ECM Suite - Knowledge Management

OpenText Knowledge Management (formerly Livelink ECM - Knowledge Management) is a comprehensive knowledge management solution that enables organizations to search, classify, navigate, and collect all of their corporate knowledge in a single, secure, web based repository.

OpenText Knowledge Management works with OpenText Document Management or OpenText Content Lifecycle Management, leveraging the power of these content repositories and adding functionality that manages all knowledge from a single interface, regardless of originating source. Open Text Knowledge Management is a completely integrated, web based solution that delivers end-to-end, closed-loop management for all of your corporate knowledge assets.

Knowledge Management enables employees to perform their daily work more efficiently and accurately. The benefits of a centralized knowledge repository and library services ensures that you are working with the most up-to-date information. Specialized tools enable you to identify topic experts; quickly finding the best information resources from anywhere in your organization.

Powerful search, classification and navigation tools to help you find and manage an unlimited number of documents: from files, documents and objects, to project logs, search queries, discussion items, tasks, workflow maps and more in an organized, hierarchical structure.

You can identify subject matter experts and harvest their knowledge from the centralized knowledge repository. Open Text Knowledge Management extends the functionality of Open Text document management foundations - Open Text Document Management and Open Text Content Lifecycle Management. Open Text document management solutions fit your existing security framework, ensuring protection of content through permissions based access rules. Authorized users benefit from full access to all functionality from a single, secure web browser, and the flexibility of Open Text document management foundations allows for configuration of permissions on a group or individual level.

Features

Organize and share knowledge: Knowledge Management manages any type of electronic document in any file format. You can organize electronic documents into hierarchies of folders and compound documents within three types of workspaces that reflect the different ways in which people work: the Enterprise Workspace; Project Workspaces; and Personal Workspaces.

Capture knowledge automatically: Knowledge Management allows you to associate metadata with documents. Metadata is indexed and can be used to more easily find, retrieve, and generate reports on documents based on your custom criteria. Each piece of metadata information is an attribute, and sets of attributes can be grouped into categories that can be associated with any document.

Classify and categorize knowledge assets: multiple taxonomic classifications can be associated with documents in their original locations. This enables you to browse and search documents in the knowledge management repository according to taxonomies that differ from the one implied by the folder structure without having to create multiple copies of documents. You can organize information placed in Open Text Document Management or Open Text Content Lifecycle Management repositories via manual, assisted, or automatic means. Streamline browsing and improve search precision.

Automate knowledge management processes: Knowledge Management's graphical Workflow Designer tool enables you to automate document management processes, such as document change requests and document review and approval processes, to ensure that they are carried out accurately and consistently. You can design processes according to your own requirements or those imposed by regulatory agencies.

Discover knowledge with prospective queries: Knowledge Management provides prospective searching capabilities. You can create special queries to monitor various data sources, including the OpenText Document Management or OpenText Content Lifecycle Management repositories, shared network drives, external web sites and any integrated databases. When new information is discovered, you are immediately notified.

Single point of information access: federated search enables you to query multiple repositories and brings disparate information sources together. Use powerful search tools to quickly information access locate the right information. View results on a single page in a sorted, clustered format. Show hit highlights, document summaries, relevance rankings and result themes to improve fidelity.

Dynamic, multi-dimensional navigation: create dynamic, virtual folder structures built on pre-defined information taxonomies and document attributes; no pre-defined hierarchy is required. Often, metadata is not visible or navigable when you browse for information. Using taxonomies for browsing and additional context, you can decide which dimension is best to find required documents. Drill down the hierarchy using associated metadata to refine values and corresponding documents.

Optimize taxonomy creation and maintenance: analyze and cluster related documents, and extract and generate key concepts. Create suggested taxonomy nodes based on analyses; import and export in many common formats.

Automatically collect and extract information: crawl multiple Web-based information sources including intranets, extranets, web sites, and more. Create personal entries for crawling, search specific sites and search from the Document Management or Content Lifecycle Management user interface.

Friday, July 6, 2012

Digital Asset Management (DAM)

Digital Asset Management (DAM) is a business process for organizing rich media assets such as pictures, images, video, and audio for storage, retrieval and distribution.

DAM is an increasingly important tool for organizations to protect and grow their brands, control the costs of creating and distributing their digital media content, and maximize the return from their digital assets. Many organizations rely on DAM to provide the much needed centralization, workflow optimization, collaboration, digital media management, and distribution solutions that are becoming an increasingly demanding requirement.

Departments in an organization such as marketing, sales, advertising, public relations benefit most from digital asset management. Using DAM enables organizations to address their most pressing rich media challenges such as managing video, presentation slide decks, creative design media, as well as marketing collateral and related processes.

Organizations face these challenges regarding their digital assets:
  • disconnected and inefficient production processes;
  • lack of unified collaboration and sharing among all contributors, (photographers, authors, editors, designers, marketers and distributors) international offices, third-parties and business partners;
  • wasted resources, both human and capital, due to needless searching for media assets, recreating or repurchasing lost images, using incorrect versions, workflow bottlenecks, inefficient file transformation and delivery processes, lack of usage tracking and lack of production automation;
  • implementing disaster recovery and archival plans;
  • embracing new technologies such as RSS feeds, user-generated content, and Web 2.0 applications;
  • identifying efficient ways to move images, video, audio, PDF, InDesign, PPT, Excel, Word, EPS, GIF and SVG files from where they are created and managed to their ultimate destination in web production, printed magazines, mobile devices or a whole host of other delivery points.
The Benefits of DAM

Organizations deploying specialized DAM solutions typically realize the following benefits:

Cost Savings — organizations gain immediate ROI by eliminating redundant asset creation efforts; quickly retrieving, editing, and redistributing assets; redeploying resources to other mission critical projects.

Generation of new revenue streams — organizations derive new revenue by converting and repurposing existing content like book covers to promote their eBooks. Consider an image that costs thousands of dollars to create and recreate multiple times. With DAM, it can be reused. Without DAM, its existence may not be known and the re-creation costs become reoccurring.

Brand and Messaging Continuity — built-in revision control, asset repurposing, and approval processes ensure organizations maintain consistent use and re-expression of digital assets, from brochures and corporate videos to web content.

Digital Media Management and Distribution — DAM systems enable the efficient organization, indexing, and distribution of digital assets. Advanced DAM systems provide a distributed architecture and multi-site asset storage, as well as the ability to provide multiple repositories for self-synchronization of both assets and their associated metadata. This means professionals can quickly and easily find and create what they need and distribute it to their intended audience with the click of a few buttons.

Global Web-Based Access — organizations can distribute digital masters and other types of licensed assets via secure web access. Advanced DAM systems also provide asset ordering and fulfillment modules that can easily integrate with existing ecommerce and transaction servers. Not only can organizations quickly access their files from any web interface, they can create new revenue streams and sell their assets via virtual storefronts.

Full-featured DAM solutions include a variety of tools for organizing, accessing, editing, transforming and working with images, video, audio, presentations, etc. Important features include search, transformation of media into various formats, integration with creative authoring tools, workflow, IP rights functionality, usage tracking, back-up and role-based security.

With a robust DAM solution, organizations can achieve new levels of creative effectiveness and efficiency by enabling marketing teams to quickly find content, easily reuse digital assets, enhance creative productivity, provide visibility into digital asset management usage and processes, improve brand consistency and maintain
security and policy compliance. Digital asset management solutions provide deep integration functionality with creative authoring applications such as Adobe Creative Suite 3 or Quark.

By enabling secure access and management of all digital media content throughout an organization, DAM tools provides an efficient, centralized, and connected publishing workflow environment right from the creative design stage through to production and distribution to all channels.

There are tools in the market which are specifically designed for DAM. I will describe them in my future posts.

Thursday, July 5, 2012

Benefits of Cloud Content Management

ECM has provided an essential service to enterprises, helping them to better capture, organize and track massive quantities of content within their organizations.

Today’s more strategic IT departments are driving businesses to rethink how they approach content management and collaboration in the enterprise. A variety of factors including persistently tight IT budgets, lower headcount, business uncertainty, and unrelenting pressure to grow through innovation have made the advantages of cloud based ECM even more compelling.

Current ECM systems can be delivered in a cloud. Delivered over the web, these new solutions offer the usability of consumer tools and recognize the need for external sharing, all at a cost amenable to today’s IT budgets.

Cloud content management (CCM) is an emerging category that combines many of the core elements and content focus of ECM with the usability and ease of sharing so prominent in collaboration software. As its name implies, CCM brings the benefits of the cloud - low maintenance, elastic and scalable, with access to content anytime, anywhere, across devices.

CCM can fulfill the content management and collaboration needs of small to medium-sized businesses, in many cases bringing content management to companies previously unable to afford it and also provide a layer of value on top of ECM solutions already deployed by large enterprises.

The best CCM solutions have open platforms that allow for easy integration across the systems a company has already deployed, as well as connections into other cloud services such as Salesforce.com and Google Apps. This is particularly useful for those businesses that are considering a full move into cloud-based software. Small businesses are leading the way toward operating fully in the cloud, and even larger enterprises are beginning to see their security concerns addressed by large cloud vendors.

CCM solutions are using the advantages of web delivery to offer additional functionality above and beyond what ECM solutions provide. For example, CCM can make it easy to view any type of content in a Web browser without even owning the software application that it was created in. Gone are the days of being unable to view content you have received because you don’t have the latest version of Microsoft Office, or haven’t invested in Adobe Illustrator. Furthermore, open platforms make it possible to also edit much of this content.

This is still an emerging category in ECM, but there are immediate opportunities to improve how businesses engage with content, and a number of CCM companies are aspiring to address them.

Whether or not businesses are ready to fully embrace cloud solutions or maintain a hybrid approach with existing infrastructure, providing dynamic, flexible collaboration tools with CCM will enhance productivity and ultimately give IT departments more insight into their organizations.

There are several reasons that the cloud’s value proposition for ECM is particularly attractive:

Consume what you need

ECM implementations in a cloud are typically a series of projects over time, each requiring different capabilities on a different scale. On-premise ECM implementation requires to implement all capabilities at the same time. The cloud model, on the other hand, gives you the flexibility to just purchase the capabilities you need at the scale you need today and to then adjust your engagement over time as necessary.

Eliminating technical complexity

On- premise ECM implementations could be complex, requiring IT organizations to assemble software components, install and configure them, apply patches, write integration code, maintain operating system updates, continuously tune system parameters, maintain hardware and manage performance. The cloud model relieves the service consumer of the burdens associated with this complexity. As Gartner noted, cloud ECM "brings with it fewer costs for infrastructure hardware, software and management and less complexity in the applications layer."

Getting Approval

Cloud ECM projects are much easier to get an approval from the company management since with on-premise ECM, upper management has to commit lots of money and human resources to a project up front whereas cloud ECM implementation does not require these resources.

Speed

Cloud ECM implementations typically take 24% of the time of similar on-premise projects. That rapid time-to benefit translates directly into the higher ROI that business managers want.

Cost

With budgets tight, the comparatively low cost of cloud-based ECM is extremely appealing to the business. Plus, CFOs have better visibility into and control over costs when they are explicitly itemized on a vendor contract.

Reduced Risk

Cloud ECM projects don’t require large outlays for uncertain results. And a variety of protections can be written into vendor contracts. For these and other reasons, the cloud fits well into today’s corporate risk mitigation strategies.

Flexibility

Cloud ECM implementation gives the business this flexibility, both in terms of right-sizing capacity and in terms of aligning ECM capabilities with changing business needs.

Cloud offers an undeniable business advantages. And the uptake that we are seeing in the marketplace proves that ECM buyers agree.

Thursday, June 28, 2012

Content Management Systems Reviews - FatWire

FatWire Software is web content and experience management software which powers web presence for organizations, allowing them to deliver relevant customer content, build community engagement and drive site stickiness and loyalty.

FatWire Software was a privately held company selling web content management system software. It was acquired by Oracle Corporation in 2011, and its products rolled up into Oracle's WebCenter product lines.

FatWire solutions are powered by content server, which combines complete business user control over the creation and presentation of content with a scalable architecture for dynamic content delivery and multi-site deployment.

FatWire Key Strengths

  • FatWire provides web content management (WCM) solutions that enable organizations to deliver a rich online experience to users and to simplify management of their web presence.
  • FatWire offers a comprehensive web experience management (WEM) portfolio including WCM and targeted marketing technologies, plus enterprise 2.0 collaboration and content integration capabilities.
  • Organizations can harness the power of FatWire solutions to rapidly and cost effectively deploy large numbers of web sites and deliver a compelling web experience to customers and partners.
  • With FatWire, customers can optimize the web experience while increasing customers loyalty and sales.
FatWire Technology

The product has a strong Java foundation and is J2EE-based, relying on servlet engine support from market leading J2EE application servers. FatWire Content Server supports management of both content and code, allowing organizations to not only manage and deploy content but also stage and deploy an entire Web site. The product provides comprehensive Web services API for the development of dynamic, personalized sites in JSP and ASP.NET.

Products

FatWire includes the following products:
  • FatWire Content Server
  • FatWire TeamUp
  • FatWire Analytics
  • FatWire Engage
  • FatWire Community Server
  • FatWire Gadget Server
  • FatWire Mobility Server
  • FatWire Content Integration Platform
FatWire Content Server
  • Empowers business users to manage content with powerful, easy-to-use interfaces including in-context content editing, drag-and-drop page layout, time-based site management, and more.
  • Ensures consistency and accuracy with central management of multiple sites in multiple languages.
  • Delivers a personalized web experience for site visitors with high-speed dynamic delivery of targeted and multi-lingual content.
  • Organizes and manage large volumes of content including extensive product catalogs, with flexible tools for managing complex product taxonomies and hierarchies.
  • Supports high volume, enterprise-class deployments with a highly scalable infrastructure and robust enterprise security and access control.
  • Automates the entire process of managing web content, including authoring, site design, content publishing and deployment, content targeting, web content analytics, and user participation.
FatWire TeamUp
  • Facilitates both internal collaboration and external website communities.
  • Helps organizations to dramatically improve the productivity of internal creative teams, and to build and strengthen interactions with customers and other stakeholders.
  • Strikes the perfect balance between freeform collaboration and enterprise needs for scalability, security, and monitoring.
FatWire Analytics
  • Offers tracking and reporting on individual assets, promotions, and visitor segments.
  • Gives editors and marketers the ability to immediately determine whether a given piece of content is effective for a customer segment.
  • Works with FatWire Content Server and FatWire Engage to enable real-time tracking and optimization.
FatWire Engage
  • Empowers marketers to set up and manage targeted online campaigns.
  • Gives marketers easy-to-use interfaces for defining what content will be delivered to each customer segment online, and to tweak those recommendations as needed, based on the effectiveness of content.
FatWire Community Server

FatWire Community Server offers user generated content (UGC) features to create an engaging website experience. These capabilities integrated with the rest of the WEM suite, for robust manageability and scalability. With FatWire Community Server, organizations can:
  • easily implement social features such as comments, ratings, reviews and blogs on new or existing websites;
  • employ user generated ratings or reviews to influence and change the content of dynamic sites;
  • harness UGC for the benefit of the business by using and re-using UGC assets throughout the site to deliver value for site visitors;
  • easily moderate and manage UGC with flexible tools to meet enterprise standards.
FatWire Gadget Server

Web site visitors expect to receive information that is tailored to their needs and can change as their interests change. Gadgets are an important tool for delivering this. Gadgets are small applications that can be placed on web sites to provide a specific function or type of information, and can be personalized by site visitors. FatWire Gadget Server uses the power of gadgets to help organizations:
  • enable site visitors to quickly and easily create their own gadget dashboards by selecting the gadgets they would like to use from a list made available to them by the organization;
  • offer end user personalization of gadgets so site visitors can tailor gadget content to meet their specific needs;
  • enable business users to easily set up their own gadgets made of internal content, based on out-of-the-box gadgets provided with Gadget Server;
  • add their gadgets or third-party gadgets to any page of their web presence;
  • syndicate their gadgets to third-party sites for enterprise content syndication.
FatWire Gadget Server is built on the OpenSocial/Google Gadget standards so that any compliant third-party gadgets can be incorporated with FatWire gadgets on FatWire sites. And gadgets built with FatWire Gadget Server can be incorporated into any OpenSocial/Google Gadget standard compliant web page.

With Gadget Server organizations can offer site visitors the ability to personalize their own web experience, driving loyalty and repeat visits. Gadget Server also gives organizations the ability to extend their brand and business reach through syndicating out their content or functionality.

FatWire Mobility Server

Enables organizations to deploy their web content seamlessly on thousands of mobile devices. Whether traditional web content or community content, companies can enable their users to engage with their organization via the mobile channel.

FatWire Content Integration Platform

The FatWire Content Integration Platform lets organizations quickly access stored content across the enterprise, publishing it to their public web sites, intranets and extranets managed by FatWire Content Server. The solution employs strict enterprise standards for maintaining version control, access policies, and workflow applied to documents and content shared, and lets FatWire customers utilize Content Server interfaces to access content from throughout their various business silos for online use with minimal effort.

Tuesday, June 26, 2012

What is Usability?

Usability is the ease of use of a system or a web site. It is a quality attribute that assesses how easy user interfaces are to use. If users either find a system difficult to use or find problems with it, then user adoption of this system is going to be extremely difficult.

Usability is a quality attribute that assesses how easy user interfaces are to use. The word "usability" also refers to methods for improving ease-of-use during the design process.

Usability is defined by 5 quality components:
  • Learnability: how easy is it for users to accomplish basic tasks the first time they encounter the design?
  • Efficiency: once users have learned the design, how quickly can they perform tasks?
  • Memorability: when users return to the design after a period of not using it, how easily can they reestablish proficiency?
  • Errors: how many errors do users make, how severe are these errors, and how easily can they recover from the errors?
  • Satisfaction: how pleasant is it to use the design?
There are many other important quality attributes. A key one is utility, which refers to the design's functionality: does it do what users need?

Usability and utility are equally important and together determine whether something is useful: It matters little that something is easy if it is not what you want. It is also no good if the system can hypothetically do what you want, but you can't make it happen because the user interface is too difficult. To study a design's utility, you can use the same user research methods that improve usability.

Definition: Utility = whether it provides the features you need.
Definition: Usability = how easy and pleasant these features are to use.
Definition: Useful = usability + utility.

Why Usability is Important?

On the web, usability is a necessary condition for survival. If a website is difficult to use, people leave. If the home page fails to clearly state what a company offers and what users can do on the site, people leave. If users get lost on a web site, they leave. If a web site's information is hard to read or doesn't answer users' key questions, they leave. Did you note a pattern here? There is no such thing as a user reading a web site manual or otherwise spending much time trying to figure out an interface. There are plenty of other web sites available, leaving is the first line of defense when users encounter a difficulty.

The first law of e-commerce is that if users cannot find the product, they cannot buy it either.

For intranets, content management systems, web portals usability is a matter of employee efficiency and productivity. Time users waste being lost on your intranet or pondering difficult instructions is money you waste by paying them to be at work without getting work done.

Current best practices call for spending about 10% of a design project's budget on usability. For internal design projects, think of doubling usability as cutting training budgets in half and doubling the number of transactions employees perform per hour. For external designs, think of doubling sales, doubling the number of registered users or customer leads, or doubling whatever other desired goal motivated your design project.

How to Improve Usability

There are many methods for studying usability, but the most basic and useful method is user testing, which has 3 components:

1. Get hold of some representative users, such as customers for a web site or employees for an intranet (in the latter case, they should work outside your department).
2. Ask the users to perform representative tasks with the design.
3. Observe what the users do, where they succeed, and where they have difficulties with the user interface. Do not talk and let the users do the talking.

It is important to test users individually and let them solve any problems on their own. If you help them or direct their attention to any particular part of the screen, you have contaminated the test results.

To identify a design's most important usability problems, testing 5 users is typically enough. Rather than run a big, expensive study, it is a better use of resources to run many small tests and revise the design between each one so you can fix the usability flaws as you identify them. Iterative design is the best way to increase the quality of user experience. The more versions and interface ideas you test with users, the better.

User testing is different from focus groups, which are a poor way of evaluating design usability. Focus groups have a place in market research, but to evaluate interaction designs you must closely observe individual users as they perform tasks with the user interface. Listening to what people say is misleading: you have to watch what they actually do.

When to Work on Usability

Usability plays a role in each stage of the design process. Therefore there is a need
for multiple studies.

Follow these steps:

Before starting the new design, test the old design to identify the good parts that you should keep or emphasize, and the bad parts that give users trouble. Unless you are working on an intranet, test your competitors' designs to get data on a range of alternative interfaces that have similar features to your own.

Conduct a field study to see how users behave in their natural environment. Make paper prototypes of one or more new design ideas and test them. The less time you invest in these design ideas the better, because you will need to change them all based on the test results.

Refine the design ideas that test best through multiple iterations, gradually moving from low-fidelity prototyping to high-fidelity representations that run on the computer. Test each iteration.

Inspect the design relative to established usability guidelines, whether from your own earlier studies or published research.

Once you decide on and implement the final design, test it again. Subtle usability problems always creep in during implementation.

Don't defer user testing until you have a fully implemented design. If you do, it will be impossible to fix the vast majority of the critical usability problems that the test uncovers. Many of these problems are likely to be structural, and fixing them would require major re-architecting.

The only way to a high-quality user experience is to start user testing early in the design process and to keep testing every step of the way.

Where to Test

It is best to test users in their own work environment, i.e. at their office. This will make them more comfortable. Also, users are used to their own computers. Be present with them while they use the design and just observe and make notes.

Misconceptions About Usability

Misconceptions about usability's expense, the time it involves, and its creative impact prevent companies from getting crucial user data, as does the erroneous belief that existing customer-feedback methods are a valid driver for interface design. Most companies still don't employ systematic usability methods to drive their design. The resulting widespread ignorance about usability has given rise to several misconceptions.

Misconception - Usability Is Expensive

Usual usability projects are not expensive. You can run user tests in a spare conference room or better yet in participants' offices. The methods are flexible and scale up or down according to circumstances. On average, best practices call for spending 10% of a design budget on usability. That is an inexpensive way to ensure that you spend the remaining 90% correctly, rather than blow your budget on an unworkable design.

Misconception - Usability Engineering Will Delay My Launch Date

Usability need not be on the grand scale. The simplest user testing method would take around 3 days but even faster tests are possible.

One of the main benefits of letting user research drive design is that you don't have to spend time on features that users don't need. Early studies will show you where to focus your resources so that you can launch on time.

Finally, usability can save time by helping you quickly settle arguments in the development team. Most projects waste countless staff hours as highly paid people sit in meetings and argue over what users might want or what they might do under various circumstances. Instead of debating, find out. It is faster, particularly because running a study requires only one team member's time.

Misconception - Usability Kills Creativity

Design is problem solving under constraints: you must design a system that can actually be built within budget and that works in the real world. Usability adds one more constraint: the system must be relatively easy for people to use. This constraint exists whether or not you include formal usability methods in your design process.

Human short-term memory holds only so many chunks of information. If you require users to remember too much, the design will be error-prone and hard to use because people will forget things when you overload their memory.

Also, if you are designing a web site, it will be one of millions available to users and they'll grant you only so much of their attention before they move on.

These are facts of life. All usability does is to make them explicit so that you can account for them in your design. Usability guidelines tell you how people typically behave with similar designs. User testing tells you how people behave with your proposed design. You can pay attention to this data or ignore it; the real world remains the same regardless.

Knowing real-world facts increases creativity because it offers designers ideas about design improvement and inspires them to focus their energy on real problems.

Misconception - We Don't Need Usability, We Already Listened to Customer Feedback

Market research methods such as focus groups and customer satisfaction surveys are great at researching your positioning or which messages to choose for an advertising campaign. They are not good at deciding user interface questions, in fact, they are often misleading.

When a group of people is sitting around a comfortable table having snacks, they are easily wowed by demos of a web site's fancy features and multimedia design elements. Get those people to sit alone at a computer, and they are likely to leave the same web site in a short time.

Seeing something demo'd and actually having to use it are two very different things.Likewise, what customers say and what customers do rarely line up; listening to customers uses the wrong method to collect the wrong data.

Luckily, the correct usability methods are inexpensive, easy to implement, and will not delay your project. Instead, relying on wrong methods or not doing usability work is much more expensive.

Monday, June 25, 2012

Why Any CMS is Better Than Network Drives and Email Attachments?

This might be a trivial question, however, many organizations still use network drives for storing documents and their employees collaborate on these documents by sending them to each other as email attachments.

What is wrong with this picture?

The volume and variety of electronic information is exploding. Organizations are required to analyze new information faster and make timely decisions for achieving business goals within budget. They therefore are becoming increasingly dependent upon efficient access to information. In order to effectively use information, it must be readily available for analysis and synthesis with other information. The value of information depends on two things: finding it, and being able to use it.

Why can't this be done in network drives? Here are just few reasons:
  • documents in network drives cannot be searched;
  • there is no version control in network drives;
  • there is no trail who changed documents and what has been changed;
  • there are multiple versions of the same document;
  • there are no workflows and so there can be no automatic documents movement between participants;
  • few people could be editing the same document at the same time and so there is no control of made changes;
  • there is no possibility for the reuse of content;
  • permissions cannot be set up.
Further on, your organization would not meet regulatory and legal requirements if it stores its documents in network drives. If you are in a regulated environment, such as ISO 9001 or GxP/GMP, you must have a document control in place. Documents have to be accounted for, there can be no multiple versions of the same document in one place, there has to be a complete control on which documents are used, etc. This cannot be done in network drives. In addition, e-discovery is going to be very difficult and its cost very high.

Sending documents as email attachments is inefficient and time consuming. Sometimes it is even impossible, for example when these documents are too big for the email to handle. It is much easier to upload documents in a central location and for employees go there and update them as necessary. If it is a CMS, you can keep control on who changed what and when.

Content re-use is very difficult or even impossible, because every time a document needs to be changed, a user would have to change the entire document instead of just changing one paragraph and then being able to have the same content output as a brochure, marketing collateral, white paper, etc.

And if you need to translate documents in multiple languages, documents change is going to include tremendous cost because rather than translating just one paragraph that was changed, you would have to translate the entire document.

There are numerous advantages of having a content management system (CMS) in place. Here are just a few advantages. CMSs provide the facility to control how content is published, when it is published, and who publishes it. CMSs allow to set up workflow management thus allowing documents to automatically move between participants (reviewers, approvers, etc). There is version control, audit trail, collaboration features. You can set up appropriate permissions for your documents. Your documents would be searchable and readily accessible in one central location.

The best option is ECM suite. To be considered an ECM suite, the system has to include the following components:
  • document imaging – the ability to process and store high volume images of documents like insurance claims;
  • document management – the ability to provide library services and version control;
  • records management – the ability to declare and manage corporate records;
  • collaboration – the ability to share content with team members;
  • web content management – the ability to publish and update web sites;
  • digital asset management – the ability to manage digital assets like powerpoint slides and movies.
Some content management systems are free, such as Drupal, TYPO3, Joomla, and WordPress. Others may be affordable based on size subscriptions. Although subscriptions can be expensive, overall the cost of not having to hire full-time developers can lower the total costs. In addition, for many CMSs software can be bought based on need. In addition, many CMS can be deployed in a cloud thus further decreasing costs.

CMSs are designed with non-technical people in mind. Simplicity in design of the administrator UI allows content managers and other users to update content without much training in coding or technical aspects of system maintenance.

Many CMS tools use a drag and drop AJAX system for their design modes. It makes it easy for beginner users to create custom front-ends.

Once you have deployed a CMS, your employees are going to be more efficient and productive and you will save cost in the end.

How to choose a CMS? See my blog post on this subject.