Areas Authoring Authors Authoring method Agility Edting Deletion protection

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Lester Bates
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1 Areas Authoring Authors Authoring method Agility Edting Deletion protection Version access Audit trails Content life cycle In-context editing Previewing Records Use of Microsoft Office tools Training Content and Asset Management basics Indexing End-user Search Functionality Metadata Searching content Support for specific content types Usability/Agility Compliance Content compliance Required training Page layout End-user capabilities Unique capabilities Reporting Reporting Reporting

2 Wizards Reporting Reporting Additional features Integrated additional features Workflow Review and approval Archiving Audit trails Workflow Workflow commenting Workflow administration Workflow administration Workflow capabilities Workflow capabilities Workflow capabilities Workflow capabilities Workflow capabilities Workflow capabilities Workflow complexity Workflow reporting Workflow status and reporting Personalization and Mobile Contextualization Contextualization Contextualization Contextualization Contextualization Contextualization Localization Supported languages Personalization Personalization Personalization Personalization Personalization

3 Third-party integration capability Delivery/Analytics Compliance Content source Analytics Analytics Analytics Analytics Behavioral analysis Delivery Delivery Delivery Delivery Delivery Delivery Delivery Delivery Templates Templates Templates Dynamic presentation of content Design tool integration Link management Cross-system link changes Maintaining consistency Scheduling Reporting SEO Scheduling Auto-generation of site map Reporting capabilities SEO Cloud capabilities Multichannel output

4 Multivariate testing Multivariate testing Administration/Development XML import Administrative capabilities Application development tools Applications Multisite management Site changes Staging and deployment Staging of code Staging Taxonomies Testing Development environment Development environment Edition management Language Tools Security Role-based security Group-level security and permissions Security architecture Security Security Security Security Authentication Levels of security access Dual-factor authentication "Captcha" Security Certification Cloud Capabilities

5 Cloud Solution Cloud Security Cloud Computing Requirements System/Platform Support and Int.NET Client platforms Database support ECM integration E-commerce integration Integration features Integration features Integration features Integration features Integration with business applications Java EE Mac/iOS support Microsoft integration Migration Portal integrations Portal integrations Product release SCORM compliance Server platforms Source code Standards Supported APIs Web services and SOA Scalability and Performance Benchmarks: number of concurrent workflows Benchmarks: number of users (consumers) Benchmarks: number of users (contributors)

6 Caching Performance Sample scale Sample scale Scalability Clustering Virtual Machines SLA Service Level Agreement and SaaS WC3 Minimum requirement

7 Question Importance Describe the process of creating Web content. How is content authored? Can business users create pages and microsites with very little training? In-page editing for content contributors What failsafes do you employ to prevent accidental deletion of content? Is there the ability to maintain and access previous versions of content when updated or changed (archiving and rollback)? Can the product track user, date and time of content modifications? Can the product expire and retire content? Do you support in-context (what you see is what you get [WYSIWYG]) editing? Describe your ability to preview rendered content in a staging area. Does this require a separate server license? Describe how the website can be previewed before launch. Can the product migrate Web-based content to a records management system? Can Microsoft Office creation tools be used to submit content directly into the WCM repository? What level of training services are offered; deliverables, videos, etc. Training packages offered including on-going training? Describe the content repository that you offer (check-in, check-out or versioning). What metadata schemas are supported out of the box? Which search engines are shipped with a standard system? Which others do you integrate with? Describe the metadata and categorization capabilities of the proposed solution. Can the product search for objects by free text/metadata/content attributes? How do you support the bulk import and export of XML content for integration and migration? How do you support the combination of text and other page elements, such as graphics, logos and buttons? How do you support pass-through content that may need to be converted, such as PDFs? 4 How do you support multimedia, such as audio/video and Flash? 3 3 How does your interface comply with Section 08? Is there a tool for checking ADA compliance for all content types Do you incorporate functionality that reduces the required level of technical training of users to interact with your product? Do you support drag-and-drop page layout? Describe the user interface of your product and how it can be customized by the end user. Describe any distinguishing usability features that make your product better than that of the competition. Can the product log reports of the status and history of a piece of content? 3 Do you publish a timetable of release dates or content submission dates? 4 Can the product view content source and descriptive information? 3

8 Is there support for user-definable audit reporting on an ad hoc basis? 3 Can the product integrate with external reporting tools? 3 Do you supply wizards to help users with frequently performed tasks? List additional features that you provide out of the box that enhance the usability of the authoring interface. List additional features that you provide through integration that enhance the usability of the authoring interface Explain the review and approval process for Web content. Describe how content from the website is archived and removed using workflow. Is it possible to create an audit trail of all actions carried out on the workflow package? What is the method of workflow creation? 3 Can users add comments to a piece of content throughout the workflow without the 3 comment affecting the content? Can administrators copy and modify existing workflows? 3 Can administrators add or change business rules in the tool? 3 Is there the ability to move a package of associated content through workflow together? 3 Is there the ability to override the workflow? 3 Is there the ability to add or change business rules in the tool? 3 Is there the ability to provide the status of content progress through workflow? 3 Is there the ability to define who is alerted at different steps in the workflow? 3 Can users define how and when they receive notifications? 3 Can the product create dynamic, "if/then" workflow decision trees? 3 Can administrators define who is alerted at different steps in the workflow? 3 Can the product provide the status of content progress through workflow? 3 Do you provide support for responsive design? Presenting pages in mobile format versus desktop view? Do you offer capabilities to support the preparation and preview of content for multiple mobile and social channels? Do you accommodate requirements for cross-channel continuity (i.e., the ability to continue the interaction with a target person when he or she moves from one device to another, or one channel to another)? Do you provide HTML support? Do you provide support for multiple devices including device detection? Do you offer the capability to apply contextualization rules to elements smaller than pages? Can the product support content in multiple languages? List the languages supported. 3 Describe your product's personalization capabilities. Can the product target content based on visitor-supplied preferences? Can the product personalize a site based on customer transaction data? Can the product display content targeted toward specific user profiles? 4 Can the product apply personalization rules to elements smaller than pages? 4

9 Can the personalization aspects detailed above (personalization based on customer transaction, visitor-supplied preferences, etc.) be informed by a third-party CRM such as Ellucian Recruit or Advise? Can the CMS more-or-less seamlessly integrate third-party services and apps such as Acalog (catalog software), Career Coach, and in-house.netbased web applications? 3 Does the system verify content for hygiene (for example, accessibility, spelling, format validation, privacy, security, speed of deployment)? Is there the ability to view content source and descriptive information? Can broken links be found and repaired quickly? Do you provide out-of-the-box log file analysis? 3 Can the product track and report on-site use and demographics? 3 What bundled tools do you provide? Which partners do you integrate with? Specifically 4 Google Analytics What mechanisms do you employ to assess the behavior of an individual user (known or 3 unknown) in real time and to enable the choice of delivered content based on that analysis? Explain how content is staged and deployed to the Web. Is a separate deployment engine required? Can the product upload content from the staging area in bulk or piece by piece? Can the product publish to multiple locations based on predefined attributes? Can the product "roll back" content publication, if it is unsuccessful? Can the product support automatic publishing on a scheduled date? Is there multichannel output capability in the product? Can the product support Atom/RSS feeds? Do you offer a productized runtime environment that can facilitate the delivery of tailored 4 experiences? Explain how authoring and delivery templates are created, managed and used. Can the product produce global and site-specific templates? Can the templates help drive output to multiple channels? Describe how templates support dynamic presentation of content. Template design integrations? Microsoft Visual Studio, FrontPage, Dreamweaver etc. 4 Describe your link management capabilities. If a page URL is updated to be a friendly URL, do links to that page within the content of the website update as well, provided that the link is done by defining a path rather than pasting a URL? Describe how the solution allows for the reuse of contents and templates to enforce a common look and feel and brand identity. Describe your scheduled publication capabilities. Is it possible to have time-/date-triggered publication of content and/or layouts? Do you publish a timetable of release dates or content submission dates? 4 Does the system generate a report of active page inventory? Does the system contain tools which can be used to publish a current site map on a public page for ADA compliance purposes? Is there the ability to integrate with an external reporting tool? 4 How do you support SEO? Do you support user-friendly URLs? Do you offer hotsite/backup? Do you provide multichannel output capabilities? If so, describe them. 4

10 Does the system provides A/B and multivariate testing or integrate with <add vendors of 4 interest>? Describe your multivariate testing capabilities. 4 t Is there support for bulk import of XML content for integration and migration of legacy content? Describe the product's administration capabilities e.g., database administration, user and group administration, backup and recovery, cache management and Web administration. Describe the application development tools, programming languages and application programming interfaces (APIs) that enable users to develop and customize their enterprise content management (ECM) applications. Which standards and development environments are supported with the APIs (e.g., Web services,.net, Java, JavaScript, etc.)? What built-in applications or modules do you have that would reduce the need for development (e.g., chat, event and calendar)? Is there the ability to produce global and site-specific templates? Is there the ability to create and take down new sites quickly? Describe how the website is staged and deployed. Can code changes be staged across development and quality platforms before being deployed on production systems? Describe. Describe the capabilities to stage content between systems such as development, quality and production systems. Is meta tagging automatic? Are standard taxonomies included? Describe how the website is tested including new content/staging areas before being published Describe the architecture, languages and tools used to develop your proposed solution. Is a proprietary scripting/coding language required to customize your product? Describe how editions (versions/rollback) of the website are managed. What language is your underlying source code written in? Describe the application development tools, programming languages and APIs that enable the user to develop and customize ECM applications. Can the product restrict access to content or areas based on the user's role within the system? Describe the capabilities for group creation and rights assignment, if any, for individual roles and the entire organization. Describe your security architecture and how your application handles security/access to content definition, authentication and implementation. Can the product provide access control on a subpage level? Does the product support integration with Active Directory? Does the product support Security Assertion Markup Language (SAML)? With what other systems does the product integrate for user-level security? Describe how your application supports authentication (e.g., Lightweight Directory Access Protocol [LDAP], ADFS SSO; please specify). Describe and list the levels of permission needed for security access. Do you support dual-factor authentication Do you provide captcha capability? Detail the highest levels of security certifications and standards used (e.g. FERPA, PCI, SSL, etc.)

11 Do you provide your WCM capabilities as an off-premises/cloud offering? If so, please elaborate on the technical/architectural nature of this offering (e.g., whether it involves offpremises hosting, SaaS, multitenant or single-tenant). What security measures are available for secure transport, at rest, encryption, etc. Please see CCAC's Cloud Computing document and verify standards can be met tegration Is your product.net certified? If not, do you have plans for this? Describe the client platforms supported, the operating system supported, and the minimum hardware requirements of client systems. List the database management systems you support. Do you provide integration with other ECM components, including digital signature software, etc.? If so, describe it. Do you provide integration with the leading e-commerce products/suites? If so, describe it. Identify the digital asset management products that you integrate with out of the box or for which you have prepackaged connectors. Identify the document management products that you integrate with out of the box or for which you have prepackaged connectors. Identify any ERP or CRM products that you integrate with out of the box or for which you have prepackaged connectors. Identify any other products that you integrate with out of the box or for which you have prepackaged connectors. Do you provide integration with <name business application>? If so, describe. Is your product Java EE certified? If not, do you have plans for this? What Mac/iOS support do you offer for general authoring, editing, review and approval? For administration? Do you provide integration with Microsoft SharePoint? If so, describe. Do you supply extraction, transformation and loading (ETL) technology to support the costeffective and efficient migration of content to your platform? If so, supply details. List the portal products with which you currently integrate out of the box vs customization Describe how your product integrates with the portal products (APIs, Web services or custom code). Is Describe and explain your product release and update schedule, and any future strategy. Is your system SCORM-compliant for integration with learning management system tools? Describe the server operating systems, Web servers and application servers you support. Is the source code available to purchase? Describe the industry standards with which your product is compliant e.g., XML, WebDAV, SOAP, Business Process Execution Language (BPEL) and JSR 70/283. What open APIs and standard languages do you support? Describe how your product supports Web services or service-oriented architecture (SOA). If this is planned for a future release, please provide a time frame for availability. Is there a maximum number of users allowed at certain access levels within the system? Would we need to pay a la carte for additional users? How many concurrent consumers can the system support? How many concurrent contributors can the system support?

12 Describe your caching capabilities. 3 Describe the scalability of your content management platform, and the features that enable 3 that scalability. Largest installation (clusters of authoring servers, delivery servers, etc.). 3 Largest installation (delivery servers, if appropriate). 3 Maximum number of pages/components per server and interoperating servers 3 Do you support clustering of the components for the delivery of published content and the interface exposed to authors? Are VMs supported, and if so, which ones? Include a SLA and review the attached SaaS checklist attached. the Web Content Accessibility Guidelines 2.0 as a W3C Recommendation.

13 Notes Recycle bin/trash concept to prevent permanent deltion of folders, documents, and other content Assist with decentralizing content contribution Describe in detail training options available; end user help and self-service options available? Are there additional fees for help features? Is this by user, module, etc.? Can we create customized schemas? How much flexibility do we have? We use Google Desired control over metadata when linking to website from other sites (e.g. social media). Need to be able to edit this easily to produce desired images, information, etc. Highly desired; necessary for back-end searching and more image tagging functionality Need bulk import/migration using XML from Ektron including folder system. Will also want to use XML for import/export in daily operations Not required but built-in file conversion tools would be useful; request for demo of functionality ADA compliance required; ease of identifying and converting content into compliance. Metadata required fileds for content submissions? Including images, documents, content, etc. Training needs to be user-friendly with as much detail being provided by vendor Reporting is secondary concern; request for demo

14 Provided that training documents are useful and user-friendly, interactive wizard tool is a "nice to have" but not required. Request for demo to see what options are available outside of the tools we already use A "submit-approve-publish" cycle should be sufficient but if there is more plese describe. Comments are potentially useful for providing context Examples required of page presentation versus responsive design This should be standard; social media integration is extremely important If they already support multiple languages, we'd like to see which ones This is a demo question This issue was raised in our most recent focus group Especially if able to pull from our existing CRM This is a very high priority want. Not a requirement, but would be amazing to have.

15 Accessibility is a must; format validation, spelling, and privacy are also incredibly useful, esp. for a decentralized workflow This should be standard VERY important in a large college website Anything in addition to what Google Analytics can provide? Ties in with personalization; would be good to see any of these capabilities in a demo Yes; both please Especially for news and events content This ties in with personalization, which is a priority going forward Require administrative access to design and control global templates (wizard?) with ease without backend server access Content efficacy, readability, and discoverability in search important to focus group.

16 Desire for more control without having to modify backend code files Required functionality as current system does not allow Please provide specific details pertaining to options for testing new content prior to publishing Should be industry standard Demo required Provide specific details

17 We're definitely looking for a cloud-based system and backup If cloud, how do we test updates in adance and can we control roll-out; how are customizations handled Provide specific details CRM Dymamics 20 Recruit SharePoint 203 MyCCAC

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