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CQ5- Our new Content Management
System
Why a system needs business adaptation
- how to make the “car” run
About Boehringer Ingelheim


Pharmaceutical company, family-owned

138 companies worldwide

41,300 employees

Main business areas:
• Human Pharmaceuticals

Prescription Medicine (PM)

Consumer Health Care (CHC)

• Animal Health

• Industrial Customer Business




                                                               10/20/09
Manuela Pastore, Boehringer Ingelheim, Online Communications          2
Long Term Goal NetVision
Enterprise Content Management (ECM)


NetVision: global project to harmonize Boehringer Ingelheim’s online
world (business and technical).

New CMS as part and technical basis of NetVision.

The ECM project shall provide the basis for all content of:

External websites                                                     ...
                                                                               COM
                                                                                       DE

                                                                CN                          NL


•  Websites Operation Processing Units (OPU)                   JP
                                                                            Prescription
                                                                             Medicine
                                                                                             FI

                                                                                                                     COM
                                                                AR                          FR                ...          DE
•  Product / Brand Websites                                          BR
                                                                                UK
                                                                                       US
                                                                                                         CN                      NL
                                                                                     COM
                                                                               ...          DE                      Consumer
                                                                                                        JP           Heath        FI
Internal websites                                                     CN                          NL
                                                                                                                      Care
                                                                     JP
                                                                                 Animal            FI    AR                     FR
                                                                                 Health
Intranets > Portal                                                    AR                          FR
                                                                                                              BR
                                                                                                                      UK
                                                                                                                           US

                                                                              BR            US
                                                                                      UK




                                                                                                                               10/20/09
Manuela Pastore, Boehringer Ingelheim, Online Communications                                                                          3
A nice car in a garage is not enough




Do not only set up a new system, …

                                             but “make it run”.




Manuela Pastore, Boehringer Ingelheim, Online Communications
CMS: Set up and roll out need guidance and communication
Business Guidance and Communication – why?


 I. For set up: Business requirements management and stakeholder involvement

 -     RFP, POC, negotiation

 -     How should content modules/templates look like? Editing structure & features,
       roles, tagging system, Digital Asset management …

 2. And after implementation: Business users need to accept and to know …

 -     What is the intention of the content model/modules? How does the system work
       (editing, publishing, DAM)? How to map existing websites to new content
       model?

 -     The best system does not guarantee automatically good websites. Content
       training, accessibility, monitoring, SEO … Offer more and show benefits!
       Teaching the system is a necessity but…
       Mainly it’s about explaining the ideas and concepts behind the content
       model and the websites components!


                                                                                10/20/09
 Manuela Pastore, Boehringer Ingelheim, Online Communications                          5
Step by step releases
Handling a challenging project

Various possible stakeholders and culture...

Various different ways to structure content...

Differing legal situation in different countries...

...lead to a vast range of business requirements.

Project decision: “Think big – Start small – Grow big”

1.  Get overall picture – where do we want to be in 1,5 years with Internet/
    Intranet/portal

2.  1st step: Implementation Internet/country websites following a release
    approach

3.  Template and module based approach.

Defined pilots. Other country websites follow content model and feature set
   for pilots.
                                                                        10/20/09
Manuela Pastore, Boehringer Ingelheim, Online Communications                   6
Templates and content modules
What does this mean?




                                                               I. Select
                                                               templates/
                                                               page types




                                                               II. Build
                                                               content/
                                                               Combine
                                                               modules as
                                                               needed

                                                               Separate
                                                               content and
                                                               design
Manuela Pastore, Boehringer Ingelheim, Online Communications                7
Accessibility and monitoring
are technical and business tasks!

Accessibility: Fixed as far as possible technically or by design
     (Synchronized) text alternatives for all non-text content, keyboard
     interface
     Keywords and description for each page mandatory
     Readable formats/sizes
Business task: Offer accessible, for online use optimised valuable content!
Support users in navigating, finding content, make text content readable
and understandable

Monitoring: Deletion/archiving of old, not updated websites
  -      The content’s update frequency is monitored
  -      Just content which has not been updated/edited for the last 18 month
         is deleted/archived after notification
  -      The deletion and archiving process starts automatically if no update
         is done
                                                                         October 20,
  Business task: Deliver editor training how monitoring issues should be       2009
Manuela Pastore, Boehringer Ingelheim, Online Communications                      8
     handled!
Monitoring of regular updates –
When and how is the content deleted within CQ5?


Deletion and archiving of old, not updated websites after xxx months/
  years

Content is updated by:
   Any changes on the regarding page (e.g. text modification or new
   images)

Workflows for deletion and archiving introduced which guarantee that:
   The content’s update frequency is monitored
   Just content which has not been updated/edited for the last 18 month is
   deleted/archived
   The editor is informed before the deletion and archiving process starts
   The editor is able to avoid archiving/deleting by updating the content
   The deletion and archiving process starts automatically

But a technical solution is only a technical solution: Deliver editor
  training how monitoring issues should be handled!
                                                                      October 20,
                                                                            2009
Manuela Pastore, Boehringer Ingelheim, Online Communications                   9
Digital Asset Management (DAM)
How can it support the online business?


The Digital Asset Management (DAM) provides an easy and
comfortable way to manage multiple digital assets used on
Boehringer websites.


        Asset upload and editing (e.g. image cropping)
        Each Boehringer website manages its own assets
        Global assets from Corporate Communications are available for all
        websites
        Metadata are defined once and usable on several areas of the
        website
        Assets can be marked as copyrighted and a corresponding notice
        appears when the asset is downloaded by the users
        Set of unified standard tags to be complemented by local/language



                                                                    October 20,
                                                                          2009
Manuela Pastore, Boehringer Ingelheim, Online Communications                10
Templates and Modules
Functional Specification


Define templates, modules, components and atoms based on business
  requirements




Manuela Pastore, Boehringer Ingelheim, Online Communications
Training material for “power” editors


Workshop for power editors                                     Online module biblioteca




Start directly – based on Dummy
website




Manuela Pastore, Boehringer Ingelheim, Online Communications
Training material for “higher level editors”


Picture Book                                                                   Content
     Guidelines                                                0.     Contact
                                                               1.     Introduction
                                                               2.     Reading on the web is different
                                                               3.     General guidelines
                                                               4.     Standardised page structure
                                                               4.1.   Abstract
                                                               4.2.   First paragraph
                                                               4.3.   Additional paragraph(s)
                                                               4.4.   Concluding paragraph




Handouts, use online + offline channels
Manuela Pastore, Boehringer Ingelheim, Online Communications
Training material for basic editors


Create Basic e-learning for all editors worldwide :

e.g. What is a CMS, how to get access, Icon explanation;
   How to edit, activate/ de-activate/ delete a page;
   Change a word/image & add paragraph …




                                                               Offer editor material for
                                                               non-technical usage,
                                                               e.g. DAM tagging




Manuela Pastore, Boehringer Ingelheim, Online Communications
CQ5- Our new Content Management
              System
How to make the “car” run - lessons learned during
  business adaptation
Project situation at start of implementation


Task: Selection of a new Content Management System (CMS) product finished,
   planning implementation of CMS

Challenges: Who is first?

•    Over 150 user requirements from different stakeholders

•    User requirements for portal, non-portal integrated, internal and external
     websites

•    Multiple, conflicting timelines

Conclusion: Implementation starts with external, non-portal integrated websites

•    Most pressing timeline

•    Limited number of requirements

•    Limited number of stakeholders

•    Early deliverables feasible
Thomas Giersberg – IS project lead                                                16
Lessons learned – XML and XSLT approach


Strict separation of layout and content via XML and XSLT, application logic
   in its own layer (Spring framework). Data model (XML) is stored inside
   the CMS, Rendering is done via XSLT.

•  WCMS produces only XML (Data model)

•  Maximum reusability of components

•  XSLT (View) is editable content

•  XML from multiple sources (e.g. Search and CMS) may be combined
   and rendered as one page

•  Non-content centric application logic (e.g. login via 3rd party service)
   runs in its own layer




Thomas Giersberg – IS project lead                                            17
Lessons learned – Enterprise Search


Enterprise Search approach (using FAST) is business relevant for a
  research driven pharmaceutical company like Boehringer Ingelheim.

•  Underestimated Enterprise search approach implementation efforts

•  Multiple new technologies (CQ5, FAST, XML and XSLT) implemented
   in parallel

•  Feeding to multiple locations

•  Clustering of FAST2JCR adapter

•  Where to put features (e.g. paging – View [XSLT], application logic
   [Search Result Servlet] or FAST)?

•  FAST XML machine2machine communication – never meant to be
   rendered as HTML search result page via XSLT

Thomas Giersberg – IS project lead                                       18
Lessons learned – Worldwide usage and
availability

As a worldwide operating company Boehringer Ingelheim delivers CMS
   products and services to all Business units around the globe.

•  Latency for edit environment (US and Asia)

•  Latency for delivery environment (US and Asia)

•  Access for external agencies

•  WAN clustering

•  Active Directory connection

•  Centralized hosting of CMS

•  One IT organization



Thomas Giersberg – IS project lead                                   19
Lessons learned – Worldwide rollouts


Right from the beginning “blueprints” approach was used to enable fast
   worldwide rollouts. Country websites took the lead in defining
   components and functionality.

•  Centralized client configuration (e.g. language, date/time format,
   currency, webstatistics parameter, …)

•  Generic component creation

•  Multiple used content (e.g. Global Assets, Contacts, News, Events)

•  Standard website structure

•  No html nor iframe component

•  Integration of Boehringer Ingelheim’s guidelines and SOPs (e.g.
   Records Retention – websites are moved to archive if not updated)

Thomas Giersberg – IS project lead                                       20
Lessons learned – Product definition


Country websites as a product encapsulate different services.

•  One price for the product

•  Easy localisation

•  “Quick start” with translation-ready texts and multimedia elements

•  Webstatistics

•  Search

•  Global news pool

•  Content Delivery Network usage

•  1st level Support


Thomas Giersberg – IS project lead                                      21
Contact in Case of Questions




          ECM Team

          Manuela Pastore
          manuela.pastore@boehringer-ingelheim.com



          Thomas Giersberg
          thomas.giersberg@boehringer-ingelheim.com




                                                      10/20/09
                                                            22
Backup – Country website product description


• template based (no costs for design, layout)                      • enrich your website withe the global news pool

• site search                                                       • Versioning of content

• web statistics                                                    • human readable urls (SEO friendly)

• easy editing                                                      • compliant with BI accessibility guidelines

• fast, worldwide delivery to consumers (usage of CDN               • support of common browsers and operation systems
provider)
                                                                    • facilitate agency communication with the service catalogue
• easy editing for external agencies
                                                                    • bread crumbing
• reliable service
                                                                    • claim, header band, etc rendered in house font
• "quick start" - existing text and images; translate and publish
that's it                                                           • automatic link management

• superior support                                                  • image maps

• RSS Feeds                                                         • in-site image manipulation features (cropping, rotation, ...)

• Restricted areas                                                  • easy event publishing

• different login services (e.g. explcit consent, doccheck)         • editable disclaimers

• easy localisation                                                 • urgent communication feature (lightbox or redirection)

• low training effort (basic online training available)             • automatic sitemap and navigation creation

• Multimedia teaser                                                 • delyed publication

• global Giersberg – IS project lead                                • easy publishing workflow (no qa step necessary)
Thomas multimedia content pool                                                                                                        23
Backup – Portal integration


Portal enables personalized access to multiple systems. Furthermore it
  serves as “single point of access” for applications and processes.

•  Form based editing vs. Content editing via CQ5

•  Portal2JCR connection vs. Portal2Rendered Output

•  Navigation: rendered in portal? Rendered in CQ5?

•  Caching: where to cache, how to invalidate?

•  URLs: linking between sites? How aware are CQ5 of the portal domain?

•  Discussion still ongoing




Thomas Giersberg – IS project lead                                       24
Contact in Case of Questions




          ECM Team

          Manuela Pastore
          manuela.pastore@boehringer-ingelheim.com



          Thomas Giersberg
          thomas.giersberg@boehringer-ingelheim.com




                                                      10/20/09
                                                            25

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Why a CMS needs business adaptation: Case study by Boehringer Ingelheim

  • 1. CQ5- Our new Content Management System Why a system needs business adaptation - how to make the “car” run
  • 2. About Boehringer Ingelheim Pharmaceutical company, family-owned 138 companies worldwide 41,300 employees Main business areas: • Human Pharmaceuticals Prescription Medicine (PM) Consumer Health Care (CHC) • Animal Health • Industrial Customer Business 10/20/09 Manuela Pastore, Boehringer Ingelheim, Online Communications 2
  • 3. Long Term Goal NetVision Enterprise Content Management (ECM) NetVision: global project to harmonize Boehringer Ingelheim’s online world (business and technical). New CMS as part and technical basis of NetVision. The ECM project shall provide the basis for all content of: External websites ... COM DE CN NL •  Websites Operation Processing Units (OPU) JP Prescription Medicine FI COM AR FR ... DE •  Product / Brand Websites BR UK US CN NL COM ... DE Consumer JP Heath FI Internal websites CN NL Care JP Animal FI AR FR Health Intranets > Portal AR FR BR UK US BR US UK 10/20/09 Manuela Pastore, Boehringer Ingelheim, Online Communications 3
  • 4. A nice car in a garage is not enough Do not only set up a new system, … but “make it run”. Manuela Pastore, Boehringer Ingelheim, Online Communications
  • 5. CMS: Set up and roll out need guidance and communication Business Guidance and Communication – why? I. For set up: Business requirements management and stakeholder involvement -  RFP, POC, negotiation -  How should content modules/templates look like? Editing structure & features, roles, tagging system, Digital Asset management … 2. And after implementation: Business users need to accept and to know … -  What is the intention of the content model/modules? How does the system work (editing, publishing, DAM)? How to map existing websites to new content model? -  The best system does not guarantee automatically good websites. Content training, accessibility, monitoring, SEO … Offer more and show benefits! Teaching the system is a necessity but… Mainly it’s about explaining the ideas and concepts behind the content model and the websites components! 10/20/09 Manuela Pastore, Boehringer Ingelheim, Online Communications 5
  • 6. Step by step releases Handling a challenging project Various possible stakeholders and culture... Various different ways to structure content... Differing legal situation in different countries... ...lead to a vast range of business requirements. Project decision: “Think big – Start small – Grow big” 1.  Get overall picture – where do we want to be in 1,5 years with Internet/ Intranet/portal 2.  1st step: Implementation Internet/country websites following a release approach 3.  Template and module based approach. Defined pilots. Other country websites follow content model and feature set for pilots. 10/20/09 Manuela Pastore, Boehringer Ingelheim, Online Communications 6
  • 7. Templates and content modules What does this mean? I. Select templates/ page types II. Build content/ Combine modules as needed Separate content and design Manuela Pastore, Boehringer Ingelheim, Online Communications 7
  • 8. Accessibility and monitoring are technical and business tasks! Accessibility: Fixed as far as possible technically or by design   (Synchronized) text alternatives for all non-text content, keyboard interface   Keywords and description for each page mandatory   Readable formats/sizes Business task: Offer accessible, for online use optimised valuable content! Support users in navigating, finding content, make text content readable and understandable Monitoring: Deletion/archiving of old, not updated websites -  The content’s update frequency is monitored -  Just content which has not been updated/edited for the last 18 month is deleted/archived after notification -  The deletion and archiving process starts automatically if no update is done October 20, Business task: Deliver editor training how monitoring issues should be 2009 Manuela Pastore, Boehringer Ingelheim, Online Communications 8 handled!
  • 9. Monitoring of regular updates – When and how is the content deleted within CQ5? Deletion and archiving of old, not updated websites after xxx months/ years Content is updated by:   Any changes on the regarding page (e.g. text modification or new images) Workflows for deletion and archiving introduced which guarantee that:   The content’s update frequency is monitored   Just content which has not been updated/edited for the last 18 month is deleted/archived   The editor is informed before the deletion and archiving process starts   The editor is able to avoid archiving/deleting by updating the content   The deletion and archiving process starts automatically But a technical solution is only a technical solution: Deliver editor training how monitoring issues should be handled! October 20, 2009 Manuela Pastore, Boehringer Ingelheim, Online Communications 9
  • 10. Digital Asset Management (DAM) How can it support the online business? The Digital Asset Management (DAM) provides an easy and comfortable way to manage multiple digital assets used on Boehringer websites.   Asset upload and editing (e.g. image cropping)   Each Boehringer website manages its own assets   Global assets from Corporate Communications are available for all websites   Metadata are defined once and usable on several areas of the website   Assets can be marked as copyrighted and a corresponding notice appears when the asset is downloaded by the users   Set of unified standard tags to be complemented by local/language October 20, 2009 Manuela Pastore, Boehringer Ingelheim, Online Communications 10
  • 11. Templates and Modules Functional Specification Define templates, modules, components and atoms based on business requirements Manuela Pastore, Boehringer Ingelheim, Online Communications
  • 12. Training material for “power” editors Workshop for power editors Online module biblioteca Start directly – based on Dummy website Manuela Pastore, Boehringer Ingelheim, Online Communications
  • 13. Training material for “higher level editors” Picture Book Content Guidelines 0. Contact 1. Introduction 2. Reading on the web is different 3. General guidelines 4. Standardised page structure 4.1. Abstract 4.2. First paragraph 4.3. Additional paragraph(s) 4.4. Concluding paragraph Handouts, use online + offline channels Manuela Pastore, Boehringer Ingelheim, Online Communications
  • 14. Training material for basic editors Create Basic e-learning for all editors worldwide : e.g. What is a CMS, how to get access, Icon explanation; How to edit, activate/ de-activate/ delete a page; Change a word/image & add paragraph … Offer editor material for non-technical usage, e.g. DAM tagging Manuela Pastore, Boehringer Ingelheim, Online Communications
  • 15. CQ5- Our new Content Management System How to make the “car” run - lessons learned during business adaptation
  • 16. Project situation at start of implementation Task: Selection of a new Content Management System (CMS) product finished, planning implementation of CMS Challenges: Who is first? •  Over 150 user requirements from different stakeholders •  User requirements for portal, non-portal integrated, internal and external websites •  Multiple, conflicting timelines Conclusion: Implementation starts with external, non-portal integrated websites •  Most pressing timeline •  Limited number of requirements •  Limited number of stakeholders •  Early deliverables feasible Thomas Giersberg – IS project lead 16
  • 17. Lessons learned – XML and XSLT approach Strict separation of layout and content via XML and XSLT, application logic in its own layer (Spring framework). Data model (XML) is stored inside the CMS, Rendering is done via XSLT. •  WCMS produces only XML (Data model) •  Maximum reusability of components •  XSLT (View) is editable content •  XML from multiple sources (e.g. Search and CMS) may be combined and rendered as one page •  Non-content centric application logic (e.g. login via 3rd party service) runs in its own layer Thomas Giersberg – IS project lead 17
  • 18. Lessons learned – Enterprise Search Enterprise Search approach (using FAST) is business relevant for a research driven pharmaceutical company like Boehringer Ingelheim. •  Underestimated Enterprise search approach implementation efforts •  Multiple new technologies (CQ5, FAST, XML and XSLT) implemented in parallel •  Feeding to multiple locations •  Clustering of FAST2JCR adapter •  Where to put features (e.g. paging – View [XSLT], application logic [Search Result Servlet] or FAST)? •  FAST XML machine2machine communication – never meant to be rendered as HTML search result page via XSLT Thomas Giersberg – IS project lead 18
  • 19. Lessons learned – Worldwide usage and availability As a worldwide operating company Boehringer Ingelheim delivers CMS products and services to all Business units around the globe. •  Latency for edit environment (US and Asia) •  Latency for delivery environment (US and Asia) •  Access for external agencies •  WAN clustering •  Active Directory connection •  Centralized hosting of CMS •  One IT organization Thomas Giersberg – IS project lead 19
  • 20. Lessons learned – Worldwide rollouts Right from the beginning “blueprints” approach was used to enable fast worldwide rollouts. Country websites took the lead in defining components and functionality. •  Centralized client configuration (e.g. language, date/time format, currency, webstatistics parameter, …) •  Generic component creation •  Multiple used content (e.g. Global Assets, Contacts, News, Events) •  Standard website structure •  No html nor iframe component •  Integration of Boehringer Ingelheim’s guidelines and SOPs (e.g. Records Retention – websites are moved to archive if not updated) Thomas Giersberg – IS project lead 20
  • 21. Lessons learned – Product definition Country websites as a product encapsulate different services. •  One price for the product •  Easy localisation •  “Quick start” with translation-ready texts and multimedia elements •  Webstatistics •  Search •  Global news pool •  Content Delivery Network usage •  1st level Support Thomas Giersberg – IS project lead 21
  • 22. Contact in Case of Questions ECM Team Manuela Pastore manuela.pastore@boehringer-ingelheim.com Thomas Giersberg thomas.giersberg@boehringer-ingelheim.com 10/20/09 22
  • 23. Backup – Country website product description • template based (no costs for design, layout) • enrich your website withe the global news pool • site search • Versioning of content • web statistics • human readable urls (SEO friendly) • easy editing • compliant with BI accessibility guidelines • fast, worldwide delivery to consumers (usage of CDN • support of common browsers and operation systems provider) • facilitate agency communication with the service catalogue • easy editing for external agencies • bread crumbing • reliable service • claim, header band, etc rendered in house font • "quick start" - existing text and images; translate and publish that's it • automatic link management • superior support • image maps • RSS Feeds • in-site image manipulation features (cropping, rotation, ...) • Restricted areas • easy event publishing • different login services (e.g. explcit consent, doccheck) • editable disclaimers • easy localisation • urgent communication feature (lightbox or redirection) • low training effort (basic online training available) • automatic sitemap and navigation creation • Multimedia teaser • delyed publication • global Giersberg – IS project lead • easy publishing workflow (no qa step necessary) Thomas multimedia content pool 23
  • 24. Backup – Portal integration Portal enables personalized access to multiple systems. Furthermore it serves as “single point of access” for applications and processes. •  Form based editing vs. Content editing via CQ5 •  Portal2JCR connection vs. Portal2Rendered Output •  Navigation: rendered in portal? Rendered in CQ5? •  Caching: where to cache, how to invalidate? •  URLs: linking between sites? How aware are CQ5 of the portal domain? •  Discussion still ongoing Thomas Giersberg – IS project lead 24
  • 25. Contact in Case of Questions ECM Team Manuela Pastore manuela.pastore@boehringer-ingelheim.com Thomas Giersberg thomas.giersberg@boehringer-ingelheim.com 10/20/09 25