smoothly migrating to web experience management - · pdf filesmoothly migrating to web...

Strategy & Best Practices

Smoothly Migrating to

Web Experience Management

Alex Gaspar | VILT Sales Manager EMEA

Alex Rees | iXenso Consultant

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

VILT ?Leading OpenText CEM partner worldwide

• Partner since 2002

• 100+ customers worldwide

• 200+ successful Web Experience Projects

• 150+ expert OpenText consultants

Commercial agreement with OpenText since 2008

• Includes 12 products (CEM Audit Suite, Web&Social Analytics, Motion, ...)

• Developed and maintained by VILT

• Sold globally by OpenText

Average growth of 30% per year

• 56% during 2014

1

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

2

PARTNER OF THE

YEAR EMEA

BEST

BANKING

WEBSITE 2014

BEST CLOUD

PROJECT

WORLDWIDE 2013

SPANISH LOTTERY

E-COMMERCE

WEBSITE OF THE

YEAR

PUBLIC SECTOR

WEBSITE OF THE

YEAR

SPANISH LOTTERY

OPENTEXT

PARTNER

SPOTLIGHT EMEA

MAY 2012

VILT AWARDSINNOVATION TOUR 2015 EARLY ADOPTER

PARTNER AWARD

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

VILT Customers WORLDWIDE

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

iXenso ?iXenso is a Consulting Partner & Reseller for Enterprise Content Management

(ECM) and has been implementing software solutions for optimizing business

processes based on the OpenText Suites (Content Server, ECM, BPM, CEM)

since 1999.

The globally operating, owner-managed consulting and service company has

specialized in ECM consulting and services in the areas of capture & delivery,

OCR, process management, process management, document management and

archiving and was awarded EMEA PARTNER OF THE YEAR 2014, 'BEST

SOLUTION PARTNER 2011, 2013 and EARLY ADOPTOR 2014' by Opentext.

We work with DAX-Enterprises and the upper mid-size sector throughout

Europe.

4

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

iXenso AG ?

5

OpenText EMEA PARTNER OF THE YEAR 2014 | EARLY ADOPTER 2014 |

BEST SOLUTION PARTNER 2011, 2013

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

6

iXenso AG

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

7

„We are pleased to confirm that iXenso and OpenText have been maintaining a very close and

successful partnership since 2005. iXenso has been a "Premier Partner” for four years and because of

their success they will become a “Platinum Partner” in 2013.

In our last years internal partner ranking, iXenso was the top partner in Europe and among the top 5

world wide.

Thanks to our partnership with iXenso we have won many new projects/customers such as: ABB,

Munich Re, Globality S.A., Bethmann Bank, SEW Eurodrive, CBR Fashion Group, CardProcess,

octapharma and others.

Due to their outstanding expertise in our products we awarded iXenso with the EMEA partner of the year

2014 European partners spotlight winner 2012, best solution partner 2013 and early Adopter 2014.“

Short introduction – OpenText

Partnermanagement

Roger IllingVP Enterprise Sales EMEA | OpenText

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?

Why should I adopt WEM?

WEM Adoption PathAssessment

Migration strategies

Migration Plan

Optional Services

Migration tools

Success StoriesBarcelona city hall

IMS Health

CP – PORTUGUESE railways

Index

8

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

9

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM ?

10

Stands for “Web Experience Management”

PortalSocial

(Tempo Social)

Web Content Management

(WEM)

Media Management

(OTMM)

Customer Communications

Management (CCM)

Wem = Open text’s STRATEGIC Web content management

platform

PART of the Customer Experience Management Suite

•Discovery

Suite

•Process

•Suite

•Content

Suite

•Experience

Suite

•IX

Suite

Discovery Business Process

Management

Enterprise

Content

Management

Customer

Experience

Management

Information

Exchange

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

11

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Why SHOULD I ADOPT WEM?

12

• Forget about content silos and leverage a true EIM strategy integrating your enterprise content and processes

• Fully integrated in the OpenText EIM suite

• Adopt the strategic WCM OpenText solution

• Be agile – adapt quickly

For the Enterprise

• Measure and analyze your marketing initiatives in real time with Web & Social Analytics

• Optimize your content offering using A/B testing

• Target your content using segmentation and personalization

• Engage your audience using social media

For the Marketing

& Business

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Why SHOULD I ADOPT WEM?

13

• Superior content authoring tools – advanced preview and inline editing

• Drag & drop contents to page regions

• Flexible reuse of content

• Optimize your content taking advantage of advanced analytics

For the Content Authors

• Experience a rich, responsive, omni-channel experience

• Benefit from personalized content

• Contribute & Collaborate

• Find easily what you are looking for

For the End User

• One single platform for all your content (internal, external, different regions, languages, …)

• Benefit from enterprise scaling capabilities

• Leverage the latest operating systems and software

• Available on-premises or on the Cloud

For the IT

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

14

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

NO MATTER WHAT THE SOURCE IS…

15

Web Site Management (RedDot)

Livelink WCM (Gauss)

Obtree

Vignette CMS V7.x

Vignette V6.x

Other CMS

Adobe

SharePoint

Oracle WebCenter Sites

Any other content repository…

WEM Adoption Path

OpenTextWeb Experience Management

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM Adoption Path

16

Assessment

• Current platform assessment

• Definition of migration strategy and migration plan

• Pricing proposal (Software and Services)

Migration

• Execution of the migration plan

• Optional Services

Sign-of

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

17

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Assessment

The existing “AS IS” platform is analyzed in order to identify key information and

requirements for the new platform.

The web strategy & goals are discussed during a “TO BE” workshop.

The migration plan is defined and project costs are calculated.

Assessment is fixed duration: 2 weeks (10 days).

Assessment is fixed price.

18

Architecture & Licensing

Review of existing systems and

services

Definition of new architecture

License transformation (*)

Content analysis

Content types and structured information

Amount of contents and files to migrate

Unstructured information

Content management

analysis

Content management

workflows

Content management

security requirements

Content management

extensions and custom tools

Applications &

Integrations

Existing applications

(content consumers)

Functionality to migrate

Existing integrations (integrated systems)

Migration strategy

Assessment report

Migration strategy, plan and packages

Pricing proposal (Licensing,

Maintenance and Services)

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

19

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Platform Migration Strategies

20

Co-existence

• Migration of a subset of the existing website(s) and/or creation of new website(s) in WEM

• Both the previous and the new system will be maintained for a period.

• Pros:

• Change management is easier for Business

• Reduced risk

• Good choice for PoC

• Cons:

• Maintenance of 2 platforms (personal and cost)

Full Migration

• All the contents and websites are migrated to the new platform

• Previous system will be decommissioned by the end of the project

• Pros:

• Single full migration process

• Same migration strategy for all contents and websites

• Only one platform to maintain after the go-live

• Cons

• Change management

• Initial investment

VS.

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Website Migration Strategies

21

AS-IS

• Current website will be migrated as-is. Content structure is kept the same.

• Pros:

• Reduced project risk

• Change management is easier for Business

• No additional costs due to web design

• Automated content verification using VILT Site Comparator tool.

• No impact for the end users.

• Cons:

• Difficulty to justify the budget or business case

New design and/or functional changes

• New web design and functional improvements.

• Content is migrated and transformed so that it can be presented on the new website.

• Pros:

• Take advantage of a migration project to extend current website functionality and improve user experience.

• Take advantage of latest OpenText WEM content management features

• Cons

• Increase project duration and cost.

• May require complex content transformation

VS.

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

22

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Migration Plan

Analysis Adaptation Migration Acceptance Go-live

Functional analysis Definition of content types and templates

Content transformation rules

Revision of existing and reusable source code

Identification of functionality to migrate and/or to implement

Architecture & Platform installation Final definition of architecture and products (ex: WEM, Portal, etc.)

Installation of WEM environments

Migration platform setup Installation of OT WEM Motion and connectors

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Migration Plan


Website development Implementation of new website in WEM

Content management configuration Configuration of content types

Configuration of site structure and navigation

Configuration of security rules and profiles

Setup of new content management processes

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Migration Plan


Content migration Setup of migration plans

Automated content migration using WEM Motion

Automated content migration using Minium (optional)

Automated content verification (optional)

Content synchronization Periodic content synchronization

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Migration Plan


Automated content comparison (optional) Using VILT Site Comparator

Using Minium automated functional testing framework

QA & Acceptance User acceptance testing

Change Management Targeted training sessions for content editors

Support the content editors so that they can make the best use of

the new platform

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Migration Plan


Go-live

Final content synchronization

Final content publishing

Switch to the new platform

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

28

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Optional Services

User Experience analysis and Web

Design

Take advantage of a migration project to rethink and redesign the user

experience:

Target your content to end user profiles & Personalize their experience

Provide an enhanced navigation experience using modern UI frameworks

Deliver a responsive website for multiple screen size support

29

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Optional Services

Migration to OpenText Cloud Managed

Services

Installation and configuration of the content management platform in the

OpenText Cloud.

OpenText Managed services will monitor the infrastructure.

Bring-your-own-licenses is possible.

30

On premise Cloud Managed Services

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Optional Services

WEM Extensions and Third-party

integrations

Development of custom extensions: Widgets

Listeners

Workflow automated tasks

Custom forms

Etc.

Development of third-party systems integration Integration with business applications to enhance the website end users

functionalities

31

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Optional Services

Large Scale Web Load Testing and Fine

Tuning

Perform a full performance analysis on the new OpenText WEM enabled

websites Definition of load testing infrastructure and plan

Execution of distributed load testing

Preparation of load testing report and identification of performance bottlenecks and

fixes

Fine-tuning of the OpenText WEM platform and web applications, including cache

configuration

32

OpenTextWeb Experience Management

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.Custom8x5

Optional Services

Support Services

33

24x7

Application Support

Platform Support

Proactive Monitoring

Monthly Support Reports

Recommended Actions Reports

Aggressive SLA’s

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

34

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM MotionWhat is it?

WEM Motion is a content migration engine that lets you export and import

content from and to content repositories.

WEM Motion is agnostic to content repositories and thus can move contents

between different platforms, environments and versions.

WEM Motion offers flexible ways to prepare and to manage very complex

content migration plans.

WEM Motion will handle content references so that nothing is lost during the

migration process.

WEM Motion also allows to keep different environments synchronized.

35

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

MiniumAutomated Content Creation in WEM

37

What is Minium?

Minium is a framework for task automation.

How does that help?

Content creation in WEM can be automated based on

custom scripting. No need to write java code to

create/migrate contents automatically.

Learn more about it online:

http://minium.vilt.io/

http://minium.vilt.io/

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

VILT Site ComparatorAutomatic Content Verification Tool

Automatic web page verification and comparison

of the previous and the new website (page by page)

An overall report displays the percentage of line

differences for each site tested

For each pair of compared pages, if changes are

found, the generated report will display the

differences, line-by-line

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

WEM?




Migration Plan

Optional Services

Migration tools


IMS Health


Index

40

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Barcelona Content MotionBarcelona City Hall (Spain)

Project description Migration of all the Barcelona City Hall websites (ex: Institutional, social services, sports,

education, culture, museums, etc.)

All websites were previously running on Vignette CMS V6 and V7, on premise

All websites were migrated to OpenText WEM V8.5 and to the OpenText Cloud Managed

Services

Migration strategySingle full migration of all the contents with periodic content synchronization (contents were

created in the previous system and automatically synchronized to the new V8 platform)

Results150 websites migrated to the OpenText Cloud Managed Services (V6+V7 V8)

1.1M managed objects migrated (contents and files)

52GB of data

Total effort: 1900 man days

Total duration: 9 months

Downtime during the entire project: 0 seconds

41

Awarded as Best Cloud Success Worldwide

at OpenText Enterprise World 2013.

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

IMS Health Migration to WEM 8.5IMS Health (U.S.A.)

Project descriptionMigration of internet and intranet portals for IMS Health.

Websites were running on OpenText WEM V7.6 and OpenText Portal V7.5

Previous migration projects had significant delay

Migration strategyTwo separate content migration and synchronization phases for Internet and Intranet portals

Several periodic content synchronization between Internet and Intranet go-live to have shared

content synchronized

Content transformation in order to use the latest multi-language support in WEM

Development of custom functionality on WEM to support extended content management

functionality

Results90.000 managed objects migrated (contents and files)




42

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

CP Migration to WEM 8.5CP railway company (Portugal)

Project descriptionMigration of OpenText V7.6 platform to V8.5 (2 websites)

Redesign of the internet presence to provide a new public website for passengers – including

online ticketing system (http://www.cp.pt)

Migration strategyInstallation of new OpenText WEM 8.5 platform onto new servers.

Web design including responsive design.

Content were automatically created using Minium browser automation.

Content transformation had to be done in order to use the latest multi-language support in

WEM as well as to refine presentation management.

Development of custom functionality on WEM to support extended content management

functionality (custom translation and publication workflows)

Results50.000 managed objects migrated (contents and files)




43

http://www.cp.pt

VILT

© 20

15 St

rictly

confi

dentia

l infor

matio

n. All

righ

ts res

erved.

Where to Start?

Contact us

• [email protected]

• [email protected]

44

mailto:[email protected]

mailto:[email protected]

smoothly migrating to web experience management - · pdf filesmoothly migrating to web...

Documents