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Web Site Deployment Using Convio CMS

A Seminar for Visual Designers


February 28, 2007

2007 Convio, Inc.

Objectives
After completing this seminar, you will be able to:

Describe how CMS fits into Convios product suite

Explain Convios approach to implementing websites in partnership


with design firms

Describe Convio CMS major elements and user interface

Complete basic tasks like creating content entry forms and


templates, categories, folders, pages and components

Solve problems based on sites you are developing/have developed


for clients (using CMS or other systems)

Find appropriate documentation and Convio staff resources

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Introductions
Andy Gabron

Director of Business Development


agabron@convio.com
Peter Genuardi

Solutions Engineer, National Accounts


pgenuardi@convio.com
Hilary Shore

Senior Manager, CMS Services


hshore@convio.com

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Working with Design Firms


Goals
Work together to produce visual and interactive
design that achieves client goals
Develop designs that can be easily achieved using
the core product
Produce architecture that maximizes ease-of-use for
administrators
Meet time and budget constraints
Strategy
Partner takes on some aspects of deployment
Works closely with our team throughout the design
and deployment process
Represents Convios implementation steps in your
timelines
2007 Convio, Inc.

Implementation Services
Services contract required with CMS sales
Price Range: $15K - $100K+
Timeframe: 6 weeks to 6 months
Custom development
Application architecture enables client-specific code
Range from custom search to custom databasedriven application
Some projects become product features

2007 Convio, Inc.

Typical CMS Implementation Process


Kick-Off

Review scope and timeline


Training on CMS concepts

Information
Architecture

Develop technical specs based on design


data structures
site map
presentation elements

Configuration

Implement IA plan
Optional custom development

Training

Monthly workshops or customized onsite delivery


1:1 site walk-through post-configuration

Content Port

Optional, add-on service

Launch

Deploy site using clients domain name

2007 Convio, Inc.

Convio Activities During Design Process

Evaluate feasibility of initial information architecture and


interaction design

Map wire frames to CMS structures

Review PSDs to recommend the most effective structure


for HTML markup, CSS, JavaScript, and images

Implement site design using production-ready assets

Confer with design team regarding final tweaks of these


assets

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Convio Product Suite

2007 Convio, Inc.

What is Convio CMS?


Formerly GetActives Web Site Management module
Six years old, previously used in corporate environments
Currently 150+ deployed websites
Highly configurable, database-driven application

organizes and structures your content

Mid Level, ASP delivered


Integrated tightly with CRM engagement tools

Editing tools automate the process of creating and

publishing content

1 to 100 staff add content

Administrative tools, like search and version control,

make it easy to maintain websites of any scale


Sites range from 100 pages to 40,000 pages

2007 Convio, Inc.

Who Uses Convio CMS?


End-users view the website online
Non-technical staff can create web pages using a

browser, no matter where they are

Designers leverage modular page structure and

templates to globally control the look-and-feel of web


pages

Managers enforce business rules by adjusting the

website architecture and settings

Send URL previews of content to other staff so that they

can participate in the review process

2007 Convio, Inc.

Publishing Permissions & Workflows


Jim, Jack & Jill
Authors

Mary
Publisher

Webpage

Privileges can be granted for all or part of the website


Authors can create and edit, but not publish content
Workflow-based publication process
Create unique workflows for different areas of the

website

2007 Convio, Inc.

Modular Page Structure


Separates content from presentation; Author doesnt

have to worry about how page will look


Enforces consistency; site-wide graphical changes easy

to implement

2007 Convio, Inc.

Web Site Architecture: Macro


Folders define the physical

structure of your website i.e.


where a webpage is stored

Specialized content types can be

Home

About Us

News

defined to differentiate content


items by structure and purpose

Press Releases

Press Kits

Categories allow content items

to be tagged with meta data and


used to organize content
relationships

Components can be dropped

onto pages to support eCRM


integration and CMS features

2007 Convio, Inc.

Programs

Web Site Architecture: Micro


Content is broken up into separate fields
Content with similar attributes are grouped together

into a content type

A step-by-step authoring wizard prompts authors to

complete each field


PRESS RELEASE
Title
Publication Date
Body
Media Contact
Related Regions

2007 Convio, Inc.

CASE STUDY
Title
Publication Date
Summary
Related Regions
PDF File

JOB POSTING
Position Name
Location
Description
Required Skills
Start Date

Tagging Content Relationships


Content items can be directly related to other items

PRESS RELEASE

MEDIA CONTACT

Title
Publication Date
Body
Media Contact
Related Regions

Name
Position Title
Phone Number
Fax Number
E-mail Address

Content items can be indirectly related to other items by tagging with categories

PRESS RELEASE
Title
Publication Date
Body
Media Contact
Related Regions
2007 Convio, Inc.

CASE STUDY
Alabama

Title
Publication Date
Summary
Related Regions
PDF File

The Power of Relationships


Display dynamic lists of content items

5 most recent press releases about Alabama


Present related items

On the bio page of John Doe, show the speeches


hes given
Allow the end-user to browse content by selecting a

category
Pull-down menu filters dynamic list of case studies to
show only the ones about Global Warming

2007 Convio, Inc.

Example: Structured Content


Multiple authors

publish hundreds of
news and issue articles

News section has a list

of press releases that


automatically lists the
latest news

Each press release

conforms to a standard
layout

Related news

automatically displayed

2007 Convio, Inc.

Example: Searchable Content


Online database of 1000+ state legislation summaries and PDFs
Categorization enables filtered search

2007 Convio, Inc.

Example: Video Gallery


Author provides URL of streaming video and CMS takes

care of the presentation

2007 Convio, Inc.

Example: Syndicated Content


Expand outreach by publishing content via RSS

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Product Orientation
Follow along for a quick tour of the CMS

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Get Your Hands Dirty


Start here http://se.wsm.demo.getactive.com/training/
Together, we will:

Create a folder
Create a standard web page and make it the index page
Insert images, text, and several components on the page
Create a category and subcategories
Create a content type author form for a news alert
Create a content type single template
Author four news alerts
Create a content type list template
Insert list template and components into standard web
page

2007 Convio, Inc.

Wire Frames

2007 Convio, Inc.

Wire Frames

2007 Convio, Inc.

Agenda

Introductions
Convios Implementation Approach
Convio CMS Overview
Product Orientation
Get Your Hands Dirty
Resources

2007 Convio, Inc.

Resources
Convio Partner Center
www.convio.com/PartnerCenter

2007 Convio, Inc.

CMS Administrators Handbook


UI/IA Designer Handbook

People
Peter Genuardi
Product questions, project scoping
Hilary Shore

Project scheduling, ongoing engagements

Andy Gabron

Point for business development with design firms

2007 Convio, Inc.