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Picking the Right CMS - WordCamp Toronto 2014

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Alan Lok
Alan Lok

Over the last 6 years, Alan has tackled content management system projects for small and large companies, and the question of what content management system is right for the project. Ask yourself these questions and know when is the right time to pitch WordPress in your RFQ and defend your choice in front of your client. In the presentation, Alan will be sharing insights on where WordPress make things easy, highlight areas that other CMS packages may shine, and help clients dispel the myth that WordPress is for small sites only.

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PICKING THE RIGHT CMS ALAN LOK - WORDCAMP TORONTO 2014
THE ANSWER IS SIMPLE! IS IT NOW?
My client is asking for a site¡­ that is editable with a blog that can collect email address for newsletter with great SEO controls that increases social presence with an events calendar that sells products to interface with third party APIs with a membership portal that can sell tickets for events with a CRM with forms and survey capabilities that is multilingual that has a Partridge in a Pear Tree
and by the way, it must be in¡­ Liferay Drupal Joomla WordPress TYPOlight Plone SharePoint Concrete5 Alfresco dotCMS Radiant Magneto TYPO3 ExpressionEngine
and I have to host it at A tier 3 datacenter with Windows 2003 server and IIS 6 Amazon AWS Rackspace GoDaddy Shared Hosting Microsoft Azure Google Compute Engine My cousin¡¯s basement
I need it for $200in 3 weeks awesome and it must look http://theoatmeal.com/comics/design_hell
GATHER CLIENT INTEL KNOWING IS ONLY HALF OF THE BATTLE
Answer these questions Who? is your client What? does your client want Where? does it need to be hosted When? does it need to be live Why? is your client looking How? it gets done
Who is your client? Is the client tech savvy (or self-su?cient)? Can your client a?ord your solution? Will updates be required often? Who is the client¡¯s intended audience (type and size)?
What does your client want What is the end product? A bird? A plane? Is there an site that you are migrating from? Is there a proposed information architecture? Any sites similar to your current client¡¯s domain to base this work on?
Where does it need to be hosted Where will the website be hosted? WordPress requirements: PHP 5.2.4+ MySQL 5.0+ mod_rewrite (or equivalent) From: https://wordpress.org/about/requirements/
When does it need to be live Set proper expectations Consider commercial templates Hosting location Don¡¯t forget the domains!
Why is your client looking Why does your client needing a CMS? Educate your client
How it gets done Will you do all or part of the work? Will it be done in phases? Do you need to work with the client¡¯s IT team and/or previous site maintainers? Delineate responsibilities in your quote
MOST IMPORTANT CLIENT PROJECT DATE CLIENT NOW CONTENT MANAGEMENT SYSTEMS KNOW YOUR COMPETITION
Versions: 3.3 (STS), 2.5 (LTS) Platforms: LAMP Strengths: relatively big commercial component market, mature OSS component / extension community
Drupal Versions: 8 (Beta), 7 (STS), 6 (LTS) Platform: PHP, MySQL/PostgreSQL/SQLite Strengths: Symfony-based (Drupal 8) for easy plugin development, great workflow management, versatile database backend What to watch for: A few enterprise-level hosting/support services are available, all independent of Drupal (http://www.quora.com/GetPantheon- vs-Omega8-vs-Acquia-pros-and-cons-of-each)
WordPress Joomla Drupal Installs Worldwide http://trends.builtwith.com/cms 12.7m 2.8m 730k Actively Maintained Extensions 34,451 https://wordpress.org/plugins/ 8,596 http://extensions.joomla.org/ 14,688 https://www.drupal.org/project/ project_module SEO Yoast SEO sh404sef SEO Tools Calendar The Events Calendar jEvents Calendar Community BuddyPress Community Builder? JomSocial Organic Groups Event Registration Events Manager DT Register Entity Registration Shopping Cart WooCommerce GetShopped HikaShop, Virtuecart j2store Drupal Commerce Newsletters MailPoet ACYMailing MimeMail/SimpleNews Forums BBPress Kunena Forums (Core) Gallery Gallery, NextGEN Gallery Phone Gallery (Core - content type) Forms Formidable, Ninja Forms Chronoforms Webform CDN/Acceleration W3 Total Cache, Super Cache CDN for Joomla CDN i18n See Matt Smith¡¯s slides! (Core) (Core)
Enterprise Web CMS SSO/SAML PaaS/SaaS integration Commercial LTS services Content staging Gartner WCM/ECM reports
CLIENT STORIES IT¡¯S NEVER SO BLACK AND WHITE
Low budget website (non-profit) Original State: Static HTML site with SnippetMaster editor (PHP-based) for fragment content editing Designed and deployed by someone initially for very cheap Client was looking to add an events calendar and blog. Client possesses basic HTML skills Proposal: Move static site to WordPress Install plugins to provide gallery and events calendar functionality Convert existing template via o?- shore service Migrate content to WordPress and preserve existing URLs
Low budget website (non-profit) Result: Client rejected proposal (cost) There was a potential hosting change to Windows/IIS/MSSQL Continued to service client to maintain HTML/JS/CSS files that are restricted by the fragment editor Retrospect: Client didn¡¯t need WordPress or its powerful features Total money spent after 3 years is still less than the WordPress proposed
Activist Website? (case courtesy of GrassRiots.com) Request: Originally in Drupal Single shared host at Bluehost Client needs simpler edit interface New digital team to take over existing site Internationalization required in 6 languages Solution: Converted to WordPress and extended with custom plugins and taxonomies Migrated by starting in a subsection and slowly expanded to a full site Scaled out using Amazon AWS
I want my blog back in my domain Request: Client has a Joomla site Set up a wordpress.org blog with content and bring her blog hosting back in her domain Solution: Created WP blog in her subdomain Backed up and restored WP blog to new subdomain site Used RSS module to pull newsfeeds from blog to Joomla site
Doctor¡¯s Website Request: Doctor has O?ce 365 Enterprise subscription Owns a domain with GoDaddy Wants a simple website Solution: Used SharePoint (part of O365 subscription) Selected a simple template Added a contact us form
High tra?c retail site Request: New API Integration to a SaaS platform Strong workflow management and content staging/scheduling Requires enterprise support, but hosting to be done by the retailer Internal Proposals: Deciding between WordPress or Drupal as a development base Need stable base for module development to this SaaS platform, which libraries are provided in PHP
HOW DO YOU PITCH? MY APPROACH TO TALKING WITH CLIENTS
Research your client Domain: Understand the client¡¯s domain Study the competition Assess the kind of plugins and components needed to complete the job Client: Tech savvy IT team in the way? Qualification process? EOI? RFQ? RFP? Size of company = relative cost/complexity
My pitch - the meeting Allow the client to discuss needs and woes Present your capabilities Provide an ROI for why it needs to be done Be prepared to o?er other solutions
Why WordPress? Easy-to-use interface Extensive plugin library to increase functionality Wealth of themes for clients who are looking to lower cost Supported by most hosting companies Name-drop on big companies using WordPress: CNN, Time, Global News, Rogers Digital Media Because you love WordPress!
THANKS! Web: wlx.ca Twitter: @alan_lok

More Related Content

Picking the Right CMS - WordCamp Toronto 2014

  • 1. PICKING THE RIGHT CMS ALAN LOK - WORDCAMP TORONTO 2014
  • 2. THE ANSWER IS SIMPLE! IS IT NOW?
  • 3. My client is asking for a site¡­ that is editable with a blog that can collect email address for newsletter with great SEO controls that increases social presence with an events calendar that sells products to interface with third party APIs with a membership portal that can sell tickets for events with a CRM with forms and survey capabilities that is multilingual that has a Partridge in a Pear Tree
  • 4. and by the way, it must be in¡­ Liferay Drupal Joomla WordPress TYPOlight Plone SharePoint Concrete5 Alfresco dotCMS Radiant Magneto TYPO3 ExpressionEngine
  • 5. and I have to host it at A tier 3 datacenter with Windows 2003 server and IIS 6 Amazon AWS Rackspace GoDaddy Shared Hosting Microsoft Azure Google Compute Engine My cousin¡¯s basement
  • 6. I need it for $200in 3 weeks awesome and it must look http://theoatmeal.com/comics/design_hell
  • 7. GATHER CLIENT INTEL KNOWING IS ONLY HALF OF THE BATTLE
  • 8. Answer these questions Who? is your client What? does your client want Where? does it need to be hosted When? does it need to be live Why? is your client looking How? it gets done
  • 9. Who is your client? Is the client tech savvy (or self-su?cient)? Can your client a?ord your solution? Will updates be required often? Who is the client¡¯s intended audience (type and size)?
  • 10. What does your client want What is the end product? A bird? A plane? Is there an site that you are migrating from? Is there a proposed information architecture? Any sites similar to your current client¡¯s domain to base this work on?
  • 11. Where does it need to be hosted Where will the website be hosted? WordPress requirements: PHP 5.2.4+ MySQL 5.0+ mod_rewrite (or equivalent) From: https://wordpress.org/about/requirements/
  • 12. When does it need to be live Set proper expectations Consider commercial templates Hosting location Don¡¯t forget the domains!
  • 13. Why is your client looking Why does your client needing a CMS? Educate your client
  • 14. How it gets done Will you do all or part of the work? Will it be done in phases? Do you need to work with the client¡¯s IT team and/or previous site maintainers? Delineate responsibilities in your quote
  • 15. MOST IMPORTANT CLIENT PROJECT DATE CLIENT NOW CONTENT MANAGEMENT SYSTEMS KNOW YOUR COMPETITION
  • 16. Versions: 3.3 (STS), 2.5 (LTS) Platforms: LAMP Strengths: relatively big commercial component market, mature OSS component / extension community
  • 17. Drupal Versions: 8 (Beta), 7 (STS), 6 (LTS) Platform: PHP, MySQL/PostgreSQL/SQLite Strengths: Symfony-based (Drupal 8) for easy plugin development, great workflow management, versatile database backend What to watch for: A few enterprise-level hosting/support services are available, all independent of Drupal (http://www.quora.com/GetPantheon- vs-Omega8-vs-Acquia-pros-and-cons-of-each)
  • 18. WordPress Joomla Drupal Installs Worldwide http://trends.builtwith.com/cms 12.7m 2.8m 730k Actively Maintained Extensions 34,451 https://wordpress.org/plugins/ 8,596 http://extensions.joomla.org/ 14,688 https://www.drupal.org/project/ project_module SEO Yoast SEO sh404sef SEO Tools Calendar The Events Calendar jEvents Calendar Community BuddyPress Community Builder? JomSocial Organic Groups Event Registration Events Manager DT Register Entity Registration Shopping Cart WooCommerce GetShopped HikaShop, Virtuecart j2store Drupal Commerce Newsletters MailPoet ACYMailing MimeMail/SimpleNews Forums BBPress Kunena Forums (Core) Gallery Gallery, NextGEN Gallery Phone Gallery (Core - content type) Forms Formidable, Ninja Forms Chronoforms Webform CDN/Acceleration W3 Total Cache, Super Cache CDN for Joomla CDN i18n See Matt Smith¡¯s slides! (Core) (Core)
  • 19. Enterprise Web CMS SSO/SAML PaaS/SaaS integration Commercial LTS services Content staging Gartner WCM/ECM reports
  • 20. CLIENT STORIES IT¡¯S NEVER SO BLACK AND WHITE
  • 21. Low budget website (non-profit) Original State: Static HTML site with SnippetMaster editor (PHP-based) for fragment content editing Designed and deployed by someone initially for very cheap Client was looking to add an events calendar and blog. Client possesses basic HTML skills Proposal: Move static site to WordPress Install plugins to provide gallery and events calendar functionality Convert existing template via o?- shore service Migrate content to WordPress and preserve existing URLs
  • 22. Low budget website (non-profit) Result: Client rejected proposal (cost) There was a potential hosting change to Windows/IIS/MSSQL Continued to service client to maintain HTML/JS/CSS files that are restricted by the fragment editor Retrospect: Client didn¡¯t need WordPress or its powerful features Total money spent after 3 years is still less than the WordPress proposed
  • 23. Activist Website? (case courtesy of GrassRiots.com) Request: Originally in Drupal Single shared host at Bluehost Client needs simpler edit interface New digital team to take over existing site Internationalization required in 6 languages Solution: Converted to WordPress and extended with custom plugins and taxonomies Migrated by starting in a subsection and slowly expanded to a full site Scaled out using Amazon AWS
  • 24. I want my blog back in my domain Request: Client has a Joomla site Set up a wordpress.org blog with content and bring her blog hosting back in her domain Solution: Created WP blog in her subdomain Backed up and restored WP blog to new subdomain site Used RSS module to pull newsfeeds from blog to Joomla site
  • 25. Doctor¡¯s Website Request: Doctor has O?ce 365 Enterprise subscription Owns a domain with GoDaddy Wants a simple website Solution: Used SharePoint (part of O365 subscription) Selected a simple template Added a contact us form
  • 26. High tra?c retail site Request: New API Integration to a SaaS platform Strong workflow management and content staging/scheduling Requires enterprise support, but hosting to be done by the retailer Internal Proposals: Deciding between WordPress or Drupal as a development base Need stable base for module development to this SaaS platform, which libraries are provided in PHP
  • 27. HOW DO YOU PITCH? MY APPROACH TO TALKING WITH CLIENTS
  • 28. Research your client Domain: Understand the client¡¯s domain Study the competition Assess the kind of plugins and components needed to complete the job Client: Tech savvy IT team in the way? Qualification process? EOI? RFQ? RFP? Size of company = relative cost/complexity
  • 29. My pitch - the meeting Allow the client to discuss needs and woes Present your capabilities Provide an ROI for why it needs to be done Be prepared to o?er other solutions
  • 30. Why WordPress? Easy-to-use interface Extensive plugin library to increase functionality Wealth of themes for clients who are looking to lower cost Supported by most hosting companies Name-drop on big companies using WordPress: CNN, Time, Global News, Rogers Digital Media Because you love WordPress!