Presentation slides from Digital Clarity Group's March 2014 Get Clarity webinar. In this presentation, we give an insightful look at DCG’s proven process for selecting and acquiring business technology and the service provider team implementing it (e.g. Systems Integrator or Interactive Agency). This presentation is perfect if if you’re currently searching for technology to transform your customer experience management initiatives – a Content Management System, Marketing Automation Platform, Customer Relationship Management system, Digital Asset Management — and is designed to give you confidence in the partner choices you make. View the entire webinar recording on DCG's <a>website </a>

1. Finding Your Needle in the CMS Haystack
5 Keys to Selecting the right CMS Technology and Service Provider
Cathy McKnight and Mary Laplante
March 26, 2014
www.digitalclaritygroup.com

2. What’s so hard about this?
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3. CMS market reality
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4. Needle finding aid
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5. Digital Clarity Group
Deep engagement with users and buyers
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6. Cathy McKnight
 Founding Partner
 Principal Analyst covering
WCM, MAP, Smarter Workforce
 DCG Consulting Practice Lead
 Consulting experience with
IBM, Prescient Digital Media,
and Aon Hewett
 Runner, gardener, mother.
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7. Today’s topics
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1. Context: defining “selection”
2. 5 keys for choosing the right CMS
technology and service provider
3. Resources
4. Q & A
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8. About Digital Clarity Group
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9. Defining selection scope
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1. Any B2…
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10. 10

11. Defining selection scope
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1. Any B2…
2. Technology & Service Provider
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12. Technology alone is not a solution
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The “Three I’s” turn software into a solution
 Implementation
 Integration
 Incorporation
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13. Defining selection scope
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1. Any “B2”
2. Technology + service provider
3. CMS for CEM
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14. Fewer companies buying CMS only
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15. 5 keys for choosing the right CMS
technology and service provider
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16. Key #1: Validation
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17. Key #1: Validation
Impact
 Alignment of purpose
across stakeholder
groups
 Support is “built in” from
tacit acceptance via
inclusion in process
 Starts change
management and
ongoing communication
processes
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18. Key #2: Constituent Participation
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19. Key #2: Constituent Participation
Impact
 Essential to buy-in
 Varies by roles and
organization
 Right-sizing of scope
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20. Key #3: Requirements Identification
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21. Key #3: Requirements Identification
Impact
 Fundamental to best-fit
choices
 Incomplete requirements
= compromised solutions
 Beyond
features/functions
 Skills are requirements,
too.
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22. Key #4: Focus
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23. Key #4: Focus
Impact
 All ≠ equal
 Prioritization
 Commoditization
 Differentiation of needs
leads to the right fit
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24. Key #5: Vision
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25. Key #5: Vision
Impact
 Long view
 Sustainability
 Long-term ROI
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26. Bonus Key: Mindset
 It’s a program.
 It’s a strategy.
 It’s a transformation.
 It takes time to get it right.
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Program Management
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27. 5 Keys to finding your needle
1. Validate business needs
2. Give all constituents a voice
3. Ensure thorough requirements gathering
4. Prioritize needs for focus
5. Consider the long view
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28. The “so what”
1. Take action now to get your house in order.
2. Create and socialize a shared vision of a successful
selection process.
3. Prepare for and educate about the process.
4. Start planning for governance.
5. Consider an outside expert who can help guide,
streamline, connect, and lead.
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29. For more information
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Visit our website for more information about our research and services
http://digitalclaritygroup.com
Contact Cathy with questions about foday’s webinar
cmcknight@digitalclaritygroup.com
Contact us about technology and service provider selections
mmarchionda@digitalclaritygroup.com
@just_clarity @cathymcknight

30. info@digitalclaritygroup.com
DigitalClarityGroup.com | @Just_Clarity | #DCGInsight