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Welcome

CMS IVWorkshop

Employee Central.

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Project Sequence – Training, Workshops, Hands-on Sessions

Overall Governance -- Completed/Ongoing

Portal II

Communication Planning (CP)Communication Planning (CP) CP Workshop Create CP Strategy CP Action Planning CP Execution

Taxon-omy I

CMS IPortal I

Governance Overview I

Training & Workshop Activities

Format

Set-up Content Migration

Pre-Launch

SlidesInterwiseLive

Mtg. CBT CBT CBT

CMS IV CMS V Taxo III Hands-on Working Sessions

Taxo II CMS IIICMS IIEC Over-view

WS WS WS

WS WS WS WS

Delivery

WS

Solution ConceptContent InventoryPreparationProject Timeline

Kickoff

Interwise and I-Learn ---------- Slide Decks ----------------- Slide Decks -------

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Agenda – CMS IV

• Reminder: CM definition (and content types)• Review content lifecycle• CMS Roles• Identify Participants – Job Descriptions

– Portal Manager– Content Owner

• Workflow Concepts • Review current available workflows • Identify content types with distinct workflows

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What is Content Management?

• Content Management is a broad term referring to applications and processes to manage Web-based content and document-based content

• Managing content includes the steps to conceptualize, create, review, approve publish, archive and destroy

Web-based Content -- TemplateImport Document-

based Content

Content Management Lifecycle

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Maintain

Deploy Approve

CreateConceptCreateRevise

ReviewApprove

DistributePublish

ReviewArchiveDestroy

Key Content Actions within CMS

• Maximum expiration date is 1 year• Content Owner is notified 4 weeks prior, 2 weeks prior and upon expiration

Review Content Lifecycle

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CMS Roles

Roles Descriptions

Authors Authors or sources of the content – typically Subject Matter Experts (SMEs)

Content Owners People who have responsibility for the integrity of a group’s content (sample actions: review, tag, approve content)

Approvers Approve content (ex. legal, managers, subject matter experts, …)

Portal Managers Have similar responsibility as content owners in addition to overall administration of respective portal/CMS sites

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Identify Participants – Job DescriptionsPortal Manager – Responsibilities:•Assist the portal sponsor in deciding on any portal-related design and implementation issues•Have overall responsibility of the site’s content, presentation and usability in addition to overall

administrationof respective portal and content management system (CMS) processes and technology•Understand all portal and content management benefits and standards at Halliburton•Understand Halliburton’s Interwoven TeamSite interfaces, including WebDesk, WebDesk Pro, Metatagger,and Team Portal•Understand all aspects of CMS, such as templates, workflows, roles, metadata, and all elements of Halliburton’s content management lifecycle•Understand and support Halliburton’s Plumtree portal, CMS and taxonomy governance and implementationstandards•Oversee the maintenance of the group’s taxonomy – adding, modifying, deleting taxonomy terms as

needed,all in close coordination with taxonomy governance standards•Train and support content owners, authors and approvers•Develop and enhance role-based access to information needed for employees to do their jobs effectively through the portal•Work to eliminate instances of content duplication, supporting single-sourced content, controlled and managed by the respective owners of the content•Leverage the portal to support internal and external resources to identify new and improved business opportunities in existing and emerging markets worldwide•Develop and deliver change management deliverables (e.g. communication and training on portal or CMS)•Train and support all end users with questions or troubleshooting in using the portal and/or CMS•Manage all portal and CMS measuring and reporting – report progress to portal sponsor(s) and any others (such as content owners) as needed

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Identify Participants – Job Descriptions Content Owner – Responsibilities:• Assist the portal sponsor and the portal manager in deciding on any portal-related design and implementation issues • Have full/complete responsibility of the respective content on the site in addition to major responsibility for the administration of respective portal and content management system (CMS) processes and technology (note – many sites may have more than one content owner)• Understand all portal and content management benefits and standards at Halliburton• Understand Halliburton’s Interwoven TeamSite interfaces, including WebDesk, WebDesk Pro, Metatagger, and Team Portal• Understand all aspects of CMS, such as templates, workflows, roles, metadata, and all elements of Halliburton’s content management lifecycle• Understand and support Halliburton’s Plumtree portal, CMS and taxonomy governance and implementation standards• Assist, as needed, with the maintenance of the group’s taxonomy – adding, modifying, deleting taxonomy terms as needed, all in close coordination with taxonomy governance standards• Support other content owners• Coordinate with other content owners and the portal manager to train and support content authors and approvers• Work with the portal manager to develop and enhance role-based access to information needed for employees to

do their jobs effectively through the portal• Work to eliminate instances of content duplication, supporting single-sourced content, controlled and managed by the respective owners of the content• Work with the portal manager to leverage the portal to support internal and external resources to identify new and improved business opportunities in existing and emerging markets worldwide• Train and support all end users with questions or troubleshooting in using the portal and or CMS• Assist the portal manager with any portal and CMS measuring and reporting• Assist the portal manager in development and delivery of change management deliverables

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Workflow Concepts

• Workflow systems enable multiple step processes for varied content types, cross-departmental staff, and required actions, such as submit, review, and/or approve.

• For CMS, workflows automate the processes of the content lifecycle, defining dates when content is reviewed, archived, or destroyed

• Various people (roles) get involved, such as content authors, content owners, and content approvers

Content Management Lifecycle

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Review Current Available Workflows

1. No Approver2. One-Approver3. Two-Approver4. Three-Approver

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2, 3, 4

CMS: Metatagger Interface

CMS: Metatagger Interface

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Identify content types that have distinct workflows

• Methodology to follow:– Number of participants– Review/edit tasks (who, how frequently?)– New content approvals (required before content is

published?)– Tagging (new and updates)– Archiving (what, how frequently?)

Follow this general methodology (art, not a science)

Content Author(s) Approver(s) Notify

What is it?Source -- person?

Who?When?

Who?When?

Who?When?

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Thank You

community pages only

CMS IV

Employee Central.

More Training: Portal Training and Policies Site