the global marketing center: a crafter cms and alfresco case study
DESCRIPTION
This case study will present how the Global B2B Digital Marketing team in a large financial services organization replaced dozens of fragmented regional websites with a strategic, centralized global platform built with Alfresco and Crafter CMS. The solution benefits from Alfresco's content services for managing both Web content and documents, implementing workflows, and facilitating search. The solution is supplemented by Crafter CMS for content authoring and delivery. We will review lessons learned and summarize the primary benefits and outcomes of this major Alfresco implementation.TRANSCRIPT
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MasterCard Global Marketing CenterA Crafter CMS and Alfresco Case Study
Jay Mandel, MasterCard International Mike Vertal, Rivet Logic Corporation
15 November 2012
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• Improve efficiency and productivity through enhanced design, navigation and content
• Deliver sales and marketing content and tools from many sources in one easy to use location
Business Goals
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• Deliver the right content, to the right audience at the right time
• Allow for non-technical business users to easily manage content
• Consolidate duplicated efforts
• Create common reusable components
• Ensure tool is scalable enough to grow with the company and connect with other systems
Program Objectives
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Marketing Center: Consolidation of Fragmented Sites
• Various Web Properties/Platforms• Varying Levels of Security & Authentication• Site-Specific Tools, Functionality & Design
• Varying Technologies & Architectures
• Global Consolidation• Individual Audiences Recognized
• Core Level of Security & Authentication• Common Utilities & Functionality
• Universal Technology & Architecture• Centralized, Strategic Platform
• Consistent, Clear, Timely Content
Old: 20+sites New: Marketing Center
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Site Requirements (End User)
• Global marketing support
• Search-based repository of marketing assets
• Faceted search and intuitive filtering of results
• Single sign-on
• Intuitive calendar for marketing events and campaigns
• Shopping cart (future)
• Salesforce.com integration (future)
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CMS Requirements (Authoring & Publishing)
• Easy to use and intuitive for business users• Taxonomy-based authoring• Workflow-based approval of content with preview• Simple publishing process• Role-based authoring
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• Business Owner / Digital Owner
• Global Stakeholders: Inform
• Agency support• Digital Agency: Wireframes & Designs • Technical Agency: Architecture & Implementation • Agile methodology promotes better user acceptance
• The bow tie
The Model
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• Created RFP in collaboration with internal stakeholders to ensure business needs were met
• Evaluated agencies based on • Expertise• Quality of work• SOW requirements • Due diligence
Informed Vendor Selection
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• Vendor high-level requirements • Specialized ECM firm, not a “digital ad agency”• Thought leaders: demonstrated Alfresco and ECM
expertise• Well rounded business process consulting and a
demonstrated track record with global corporations• Sense of urgency• Strong project management; agile methodology
Informed Vendor Selection
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Faceted Search
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Let’s get technical
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Alfresco Web CMS Solution Architecture
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Alfresco Web CMS Solution Architecture
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De-coupled Management and Delivery
Why a de-coupled architecture?
• Easier to manage• Easier to scale out• Multi-channel support• Higher system reliability,
maintainability, ROI
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Marketing Center - Solution Overview
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Alfresco Content Platform
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Alfresco Content Platform
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Key Alfresco Capabilities for the MasterCard Marketing Center
• Versioning and locking• Workflow and approvals• Content modeling - metadata & file/folder structures for
comprehensive taxonomy to find content • Automatic metadata extraction - makes uploading and
categorizing files easier• Security model – granular control on files providing specific
access levels• Content agnostic
• Web content (XML, images, CSS, Javascript, etc.)• Digital assets (rich media)• Documents
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Marketing Center – Solution Detail
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Marketing Center - Content Authoring and Management
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Marketing Center - Content Authoring and Management
Crafter Studio – A plugin to Alfresco Share
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Crafter Studio – Forms UI
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Marketing Center – Forms UI Example
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Marketing Center – Forms UI Example
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Crafter Studio – Content Type and Forms Definition
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Crafter Studio – Rich Text Editor
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Crafter Studio – Authoring & Preview
Authoring Tools:1. Logo2. Site Dropdown3. Selected Content4. Enable In-context Edit5. Enable Preview Tools6. Content Targeting7. CMS Search8. Logout
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Crafter Studio – Tool Detail
Site Dropdown
In Context Editing
Content Targeting
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Marketing Center – Solution Detail
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Marketing Center – Content Delivery
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Crafter Core Architecture
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Marketing Center – Page Rendering
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Solution Recap
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Solution Recap – Objectives Met
• Deliver the right content, to right audience, at right time
• Scale to grow and connect with other systems
• Allow for non-technical business users to easily manage content
• Consolidate duplicated efforts• Create common reusable components
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Lessons learned from experience
• Alfresco is still growing and improving as a company and solution
• Leverage Alfresco as a platform
• Not all vendors are created equal • Look carefully at real applications completed by the
company you select • Beware of the “outsource” model
• Think beyond the front end when building applications• Authoring• Administration
• Make sure you have a detailed SOW
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Q&A