Web Site Deployment Using Convio CMS

1. Web Site Deployment Using Convio CMS A Seminar for Visual Designers February 28, 2007

2. Objectives After completing this seminar, you will be able to: • Describe how CMS fits into Convio’s product suite • Explain Convio’s 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

3. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

4. Introductions • Andy GabronDirector of Business Developmentagabron@convio.com • Peter GenuardiSolutions Engineer, National Accountspgenuardi@convio.com • Hilary ShoreSenior Manager, CMS Serviceshshore@convio.com

5. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

6. 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 Convio’s implementation steps in your timelines

7. 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 database-driven application • Some projects become product features

8. Typical CMS Implementation Process

9. 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

10. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

11. Convio Product Suite

12. What is Convio CMS? • Formerly GetActive’s 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

13. 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

14. Publishing Permissions & Workflows • 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 Jim, Jack & Jill Authors Mary Publisher Webpage

15. Modular Page Structure • Separates content from presentation; Author doesn’t have to worry about how page will look • Enforces consistency; site-wide graphical changes easy to implement

16. Web Site Architecture: Macro • Folders define the physical structure of your website – i.e. where a webpage is stored • Specialized content types can be defined to differentiate content items by structure and purpose • 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

17. 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 CASE STUDY JOB POSTING Title Publication Date Body Media Contact Related Regions Title Publication Date Summary Related Regions PDF File Position Name Location Description Required Skills Start Date

18. 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 CASE STUDY Alabama Title Publication Date Body Media Contact Related Regions Title Publication Date Summary Related Regions PDF File

19. 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 he’s 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

20. 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 Example: Structured Content

21. Example: Searchable Content • Online database of 1000+ state legislation summaries and PDFs • Categorization enables filtered search

22. Example: Video Gallery • Author provides URL of streaming video and CMS takes care of the presentation

23. Example: Syndicated Content • Expand outreach by publishing content via RSS

24. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

25. Product Orientation Follow along for a quick tour of the CMS

26. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

27. 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

28. Wire Frames

29. Wire Frames

30. Agenda • Introductions • Convio’s Implementation Approach • Convio CMS Overview • Product Orientation • Get Your Hands Dirty • Resources

31. Resources Convio Partner Centerwww.convio.com/PartnerCenter

32. CMS Administrator’s Handbook • UI/IA Designer Handbook People • Peter Genuardi Product questions, project scoping • Hilary Shore Project scheduling, ongoing engagements • Andy GabronPoint for business development with design firms