Professional Documents
Culture Documents
TABLE OF CONTENTS
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INTRODUCTION THE NEED FOR CHANNEL DIVERSIFICATION USER EXPERIENCE IN A MULTI-CHANNEL CONTEXT CONTENT MANAGEMENT PROCESSES END-POINT DEVICES AND DELIVERY ARCHITECTURE
Internal vs. External content sourcing and content aggregation Content usage scenarios
- Content types
Transactional performance impact on the integration between a cms and a commerce engine Multi-channel synchronized content delivery High-level content pipeline architecture
- Content delivery integrates product and non-product content domains - The importance of content services in a multi-channel content architecture - The special case of content management for print - Matching delivery services options with channels
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Illustrative scenario
introduction
Large retailers have unique challenges that come from the size of their catalog, the volume of sales transactions, the large number of shoppers and their dispersed geographical locations. Like other businesses that have gone digital, retailers have published their catalogs on site and mobile applications and most of them have implemented ecommerce. In addition to creating another selling channel, digital user experiences are also a way to drive customers to stores and provide a tool for product research, promotion and advertising. Wal-Mart, Target, Walgreens, Best Buy and many others have invested for years in their online channels. But the endeavor for these retailers (visit stores.org for a list of the top 100) has been dierent than small to medium size commerce sites such as REI, Williams-Sonoma or even AT&T.com for mobile.
Large retailers have had to solve unique problems resulting from their size how to integrate the enormous amount of content they publish with an ecommerce platform that is optimized for very high transaction volume, specically.
This discussion note will cover both the complexity of content management within retail and the technology challenge of content management for both a multi-channel business environment and a highly scalable transactional platform. We will also discuss other architectural transformations related to the general business trends in retail. We will explain how the retail industry is converging towards a consistent vision for content management and publishing across both digital and traditional channels, and look for innovative applications of content that span guest experiences both online and at the store.
Large retailers compete for a xed population of consumers, knowing that the sum of oerings from each retailer is larger than what the market can consume as a whole. Winning the attention and purchasing transactions from the consumer is a challenge that requires retailers to be constantly top of mind when consumers are planning a purchase or about to make a purchase. Maintaining the constant attention of the guest and being there when a transaction can take place is what has led to a multi-channel diversication of interactions between retailers and the guest in the digital space. This diversication includes:
Multiple brands:
large retailers have absorbed other brands or created their own (e.g., Neiman Marcus with Horchow and Last Call). Promoting brand individuality while maintaining a family look and consolidating content management infrastructure is a complex design problem from a visual design, content management and technical architecture standpoint.
Social media:
all large retailers are on Facebook, Twitter and YouTube.
TARGEt CORE WAL-MARt AmAZON.COm COStCO KOHLS HARDLINES GROCERY A&A TOYSRUS BESt BuY KROGER SAFEwAY MACYS SEARS JCPENNEY THE LImItED GAp ZARA HOmE BED, BAtH & BEYOND IKEA
IN INtERNAtIONAL mARkEtS NO YES YES YES NO YES YES NO YES NO YES NO NO YES YES YES YES
IN US/ESpAOL CONSIDERING pARtIALLY YES NO CONSIDERING YES YES NO NO CONSIDERING YES NO NO NO YES NO YES
As a retailer diversies its presence across channels, corresponding user experiences are unied to bundle the benets of digital and traditional commerce on behalf of the customer. Complementary oerings like wedding and baby registries drive trac to the online channel; having an in-store kiosk connects the digital and real-world experiences in a way that use of one drives more use of the other. To achieve cross-channel benets, three high-level principles are followed:
1. Establishing a presence
that will provide guests with enough value and substance for rapid and long-term adoption.
Compelling content and content that is synchronized across channels, adapted and made available in the right context and at the right time are critical requirements for a multi-channel content architecture. Consistency and continuity drive more trust in the brand in the mind of the customer. This drives the impression that oerings and messages are well thought through and cared for.
Marketers may need to leverage content from multiple sources and bring it all together in the context of a campaign or brand story. The ability to aggregate product and brand content from other sources in real time (whether these are conversations in the social space, or extended product data for product partner/reseller scenarios), tie it together semantically and then use it to drive use cases such as related content or similar content is another key dierentiator. CMS and search technologies are leading the way here.
Content types
In a network of digital properties, a variety of content types are being published and potentially shared. Content is grouped into two major areas that are managed separately but published jointly: product and non-product content. For product content, we nd:
Product categories, the data structure to group products. Categories can have content types attached to them such as
copy text, size charts, user guides, videos, images and more.
The process of creating and acquiring product information for very large amounts of items that are sourced from a variety of vendors requires a dierent process than web content management. Product information is also as data intensive as it is rich in content. A retailer will typically use PIM (Product Information Management) processes and technologies to manage that information. For non-product content, we nd:
Components, which are composite content types that integrate text, images, data, videos and links to create digital ads,
oers and other page elements.
Non-product copy for marketing content that appears on category pages and other landing pages. Site templates that dene the layout of pages.
Non-product images and animation or video assets for marketing purposes. Third-party syndicated copy content for stories around a content category and inspirational content.
A retailer will typically use CMS (Content Management System) processes and technologies to manage non-product information. In a multi-channel environment, the product and non-product content domains come together into a unied content delivery architecture to minimize the responsibility of each delivery end-point in assembling content from dierent sources. In the next few sections, we will focus on the key technology and process enablers for content in a retail environment, outlining solutions for the management of content in a scalable data, transactional and multi-channel environment.
1. Digital planning and asset acquisition, the process of creating, buying or searching for assets given
the specication of a new user experience or a new campaign.
2. Digital asset ingestion and storage, how created or purchased assets are uploaded into a common
Digital Asset Management (DAM) system, associated with folders and metadata for use by content management workers, and to create user experiences within the CMS or other tools.
3. Web content management is where we create templates and assemble content into components or
pages. This is also where we run the review and approval workow, version content and create multiple versions for dierent form factors.
4. Content publishing and delivery is the process of selecting the subset of the content that will be
deployed at a given time. The specics of how that gets done depend on the delivery architecture, covered later.
capabilities
WIP Workow
Asset Ingestion
Preview
Site Integration
Review Workow
capability areas
Content life-cycle management Content metadata and Taxonomy management Syndicated content management Access Control Author Search
Caching
Lets review next each of these processes in the context of multi-channel content management.
1. Pre-authoring tasks
For asset creation and ingestion, lets assume we have multiple marketing campaigns that are going to focus on the same product set. In this case, planning is done upfront for a comprehensive acquisition of images, copy and videos, which are then tagged and organized to make it easy for all projects to identify common assets to reuse. This sounds trivial, but you would be surprised by how little reuse happens when you have hundreds of millions of assets and no eort for coordinating their reuse. Assets are expensive to produce or create from scratch. Reuse is a lot cheaper.
Digital Planning
Digital Application A
Team A performs the asset acquisition for both A and B on shared content
Both teams produce their own complete set of digital designs, with joint reviews for consistency
All Digital media assets are shared and accessible to both A and B and tagged for ltering and search
Digital Application B
From a tooling standpoint, the coordination of distributed content management in pre-authoring tasks is mostly process. The digital planning process functions as team-independent activities with joint deliverable reviews triggered through workow.
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2. Authoring tasks
The authoring process, on the other hand, leverages from the collaboration and content sharing features of the content management tools. Reuse of content is planned by creating an initial blueprint of an experiencea content component, page fragment, entire page or sub-site. That blueprint is then duplicated as synchronized copy for use by a dierent channel. The copy is kept in sync, and is not a reference to a common object. The synchronization mechanism is such that it is up to the consumer of the copied content to decide when to use what may have been changed on the blueprint. Note that the CMS allows you to decide what you expose as content that can be reused and what you want to keep private to the site. Content access control lets you decide not to allow some sections of your site to become copied in another channel.
Digital Application A
Content only used by A Content made available to share with other apps
Digital Application B
Create content synchronized copy
Content reused from A Content used only by B
3. Publishing tasks
The publishing process is executed through a publishing workow. Dierent digital properties will go through publishing independently from each other. Once content is created and made available to multiple channels, you want each site to remain in control of when they synchronize their updates and publishing actions. It can be simultaneous or deferred, or manually triggered. That all depends on what the channel management policies are.
Authoring
Publishing
Digital Application A
Content has been reviewed and approved for both sites independently from each other
Content is published to channels A and B independently from each other through separate workows
Digital Application B
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We have discussed content types and processes in a multi-channel context to understand the complexity of the management of large amounts of diverse content for large retailers in a multi-channel context. Lets look now at the technical architecture for delivering content to application platforms for dierent channels. This architecture has to address both performance and multi-channel synchronization.
Transactional performance impact on the integration between a CMS and a commerce engine
Before we get into a CMS site delivery architecture overview, lets go over why large retailers represent a special architecture case, due to the combination of high commerce transaction volume and high amounts of content to be displayed. Here are some examples of performance numbers around one US holiday period when purchasing is at a high:
3,000+ transactions per second Response time 3 seconds 70K+ orders per hour 110K carts per hour 100% promotion on every customer shopping cart 2.3 million searches per hour
Caching at every level of the architecture. Tight coupling of everything that is used for the rendition of the user experience. Low-level code optimization.
1. Applications should not have to assemble content from multiple sources. Content is delivered as a whole at only two levels of granularity: pages and components. 2. Static versus dynamic content is transparent to the end-user application. 3. Content is served to all channels following a common framework. So, as you add a new channel, you dont have to reengineer the content acquisition. The same content can be pushed simultaneously to all channels. 4. Content authoring is supported by an immediate, high delity content preview within the CMS.
1. Directly through the CMS, congured as a site delivery platform. The CMS engine is used as both a
content delivery platform and as an application server (behaving as a content portal). For instance, Adobe CQ is built on a fullservice Java application framework (Sling) that allows for managing content as well as building complete web applications. Open Text acquired Vignette as a portal thats integrated with the content management backend. Autonomy has developed its own product, LiveSite, as a complementary oering to TeamSitethe baked oine versionand Sitecore and Ektron are tightly integrated with the .Net framework for web application development.
2. Using content services. Content can be delivered via content services for mobile native apps or mobile hybrid apps.
Here we are illustrating two types of services: real-time content services where the content is pulled by the delivery platform at the time it needs to be displayed and oine content services where the content is pulled by the delivery platform ahead of display time and is stored locally by the delivery platform. The dierence between the two implementations is about performance. Real-time content services need to be scaled for run-time performance; oine content services do not.
3. Pushing baked content to an application delivery platform, such as an application server (e.g., IBM WCS,
Spring Framework, Oracle ATG). This approach enables the development of ecommerce applications that integrate a dierent framework for ecommerce page development with the CQ content framework. This conguration option is where we get the performance gain required for transactional performancethe ability to sustain high transaction volumes at a fast rate.
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CMS authoring
Digital Application
Fat client (e.g. Kiosk) or e-mail delivery (ExactTarget, Epsilon,...) Content deployment module (custom)
Non-CMS delivery platform integrates commerce framework with CMS-managed content Web or mobile site on enduser browser
CONTENT SERVICES
CMS publishing
Product info
CMS Publishing
Commerce delivery platfrom (e.g. IBM WCS) integrates commerce framework with CMS-managed content
Product content integration with CMS page delivery: pages being run on the CMS applications server
use components that list products retrieved from the commerce catalog through the content service layer.
Product content integration with the commerce delivery platform: if this is the case, the delivery
platform is exemplied with WCS and product information is retrieved locally from the catalog.
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service by default in either one of three formats: XML, JSON or HTML. Content delivered by services are page fragments. It would not make sense to use the content service option to deliver entire pages. For complete page delivery, fried or baked site congurations would be more eective.
2. Integrating product and non-product content for the consuming application. End-point
guest applications should not have to deal with the intricacies of managing and coordinating content from multiple sources. An end-point guest application should request content at the granularity of components, assuming that the complete component is delivered by a single service call, containing both product and non-product content.
1. Pixels in digital prints are of a much ner grain density than digital pixels on a computer, tablet or mobile device screen. A large monitor with ne resolution would still provide 2 to
3 times less pixel density than a 300 DPI print, itself an average-to-low print resolution.
2. The print color palette is dierent from the digital set of colors. Digital devices use the RGB
color scheme, based on three base colors and apply a color additive process to create all other colors (from pure black to other colors). Printers that are above desktop-companion grade use at least a four-color scheme, CMYK, and create additional colors using a subtracting process (from pure white to other colors). Fine, higher quality printing can use a six-color scheme, CMYKOG, which provides a much greater color gamut (the subset of the total color space that is reproduced).
The consequence of the rst point is that layout composition for print cannot take place on a web-based interface, but requires a highly interactive client application (e.g., InDesign from Adobe) where zoom-in actions are better implemented. The consequence of the second point is that computer-based preview will be a low-delity preview from a color rendition standpoint. The CMS is still very valuable for managing printable content and deliverables, especially if there is a possibility of tight integration between the print document format and the CMS storage document representation. With Adobe CQ, for instance:
The Adobe toolset can integrate the InDesign server with CQ content management workows, allowing print deliverables to follow authoring, review and publishing workows using the same process management tools and processes as other channels.
The initial composition of print designs can use the same asset creation tools and repositories as other channels during the digital planning process. A low-delity preview of nal designs is feasible to at least validate the general composition of deliverables.
CHANNEL Main site Adjunct sites (e.g. a gift registry) where commerce is not a critical function Mobile web
INTEGRATION OPTION Push content to the commerce application server. A template-publishing framework (e.g., FreeMarker) translates the page produced by the CMS to a page format that the commerce engine can process. Product information is accessed directly from the commerce catalog. Directly hosted by the CMS platform if that capability is available. Commerce functions, if any, are provided via commerce engine web services. Directly hosted by the CMS platform if that capability is available. Commerce functions, if any, are provided via commerce engine web services. Native apps are running within the device (e.g., iOS, Java Android apps, Java BlackBerry apps, Adobe AIR apps, Windows Mobile apps, Java or .NET client apps, PhoneGap apps). Native apps access dynamic content via content services (e.g., promotion and marketing components). Commerce data and content are integrated by content services so the mobile app does not have to assemble both. For in-store devices that render the UI through HTML, the same implementation strategy is used as for adjunct sites for large devices or mobile web for smaller devices (i.e., tablet size or below). For in-store devices that are implemented as native applications, content is provided via content services, similarly as for native apps. Create components that are published for a third party via content services. Create co-branded microsites using either the CMS hosting platform or an application delivery platform. Facebook page accesses content components via content services. See The special case of content management for print.
Partner sites
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This innovation related to content is captured by the concept of the Content Hub, which will bring new capabilities to the enterprise including: Creation and delivery of campaigns within minutes of a public event, like the Oreo impromptu social media campaign during the Super Bowl blackout in New Orleans. Augmented reality via mobile devices to view additional content while browsing shelves at a store. Content for sale for DVM: create an ad inventory and sell it in real-time to a third party. Real-time content optimization: dynamically rank content based on popularity and display accordingly. Content aggregation with internal and third-party content: leveraging content networks to build stories around items being sold.
The Content Hub is an ecosystem of tools and technologies assembled to meet existing and future needs of a broad set of end users. Target industries for that vision include retail, manufacturing, consumer packaged goods and travel (hospitality in particular).
This vision is progressively being implemented by the top CMS vendors who already possess powerful, scalable platforms for content, asset management and delivery through both sites and services. Adding to that, these vendors are all addressing the coordination of content creation and organization for concurrent delivery methods and multiple languages. The next step is for vendors to develop an architecture where the platform packages content for emerging and future applications like the ones listed above. Recapitulating these points, we can put together a capability-based picture of what a multi-channel Content Hub would look like.
Workow Authoring
CMS CS
Dynamic Delivery
Publishing
ACTIVATION DELIVERY PLATFORMS FOR TRADITIONAL MEDIA CONTENT SERVICES SITE PLATFORMS DYNAMIC ASSET RENDITION STREAMING PERSONALIZATION CONTEXTUALIZATION AUGMENTED REALITY
tRADItIONAL CHANNELS
CHANNELS
Transformation
CDN
In this picture, evolution and innovation will take place at the periphery of the diagram: Integrating methods for creating content and assets with creative tools, studios and external feeds. Adding content-related application capabilities for personalization, contextualization, monetization, content optimization and nancial assessment of content performance. Linking content to data for personalization and monetization scenarios. Merging the delivery of content on traditional channels with the approach used today in digital channels.
DIGItAL CHANNELS
Metadata
EMAIL MOBILE IN-STORE DEVICE SITES MAIN SITE REGISTRY SOCIAL MEDIA 3RD PARTY
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Illustrative scenario
As an example of the future use of the Content Hub, lets consider this example of a merchandiser launching a new line of summer clothing for teenagers. The merchandiser enlists the marketer to promote the new collection. As they and their teams work through each task, they use the suite of tools provided by the Content Hub.
Task Steps
Produce the digital assets to view the new collection online 1. 2. 3. 4. Suppliers upload their assets Merchandising team takes photography of samples Merchandising team uploads product assets in DAM Merchandising team solicits external content contribution from thirdparty syndicated content sources if applicable
Tools
Task Steps
Create a seasonal launch campaign 1. 2. 3. 4. 5. 6. 7. 8. A campaign project is created and members of the marketing and merchandising teams are assigned to the project A campaign brief is produced Assets are retrieved from the DAM for use by the campaign creative team Additional photo shoot needs are identied and executed Campaign creative concepts are created, reviewed and approved The campaign content is produced for all the .com, mobile and email channels The campaign content is produced for print channels The campaign is deployed across all channels
Tools
Campaign management workow; DAM; creative tool suite; photo studio; CMS authoring and workow; InDesign server integrated with CMS authoring (integration only available if CMS is Adobe CQ); multi-channel delivery architecture
The campaign is rolled out a couple of days ahead of the product launch and analytics are collected on the campaigns success. Immediately, data shows a strong interest by the products targeted audience.
Task Steps
Monitor campaign success across all channels using a ne-grain analysis at content level 1. 2. Collect click data on campaign assets on site, mobile and email Make user experience adjustments through A/B testing
Tools
Analytics integrated with site, mobile and email; content tagging; A/B testing infrastructure
The merchandiser and marketer decide to immediately capitalize on the opportunity and prepare a social media campaign to follow the product launch on the sale of accessories. The social media plan is to share with friends the accessories bought together with an item from the collection. The action of sharing wins the participant a coupon for an online purchase of a collections item. Data associated with the popularity of accessories leads to a higher ranking of the display of the corresponding content and to the rapid creation of new digital promotions and ads that are published on other sites.
Task Steps
Rapidly develop a social media application 1. 2. Build social media app with content services for user to view both collection items they bought and related accessories Collect social media interaction data
Tools
Content services; social media application framework (not part of Content Hub); analytics
As shoppers walk through stores and come close to the collection being promoted, the social media interaction comes up on their mobile phones. Comments on the items they are standing in front of are being shown as a reality augmentation. Accessories popular with this item are also listed. If these accessories are available at the store, their locations are indicated.
Integrate a barcode reader with the mobile social media shopper app 1. Retrieve social media interaction data and content with product barcode
Content services; social media application framework (not part of Content Hub); barcode reader API
From a DVM standpoint, placement for ads for accessories that can be sold through other retailers have their prices adjusted accordingly.
Update ad placement strategy 1. 2. ollect content click data C Adjust ad expected click ratio
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CONCLUSION
Content, its applications and transactional capabilities are the pillars of a digital commerce experience for large retailers. The ability to deliver them in a multi-channel environment brings ubiquity and continuity of experience across user platformsthereby building trust and driving conversion. The lines are blurring between the digital and physical, and we can soon expect the physical store experience to be augmented with virtual reality that involves social interactions. This new perspective drives new content and experience architectures for large retailers. Working hand in hand with technology, content management processes are transforming in order to focus on the channel transparency of the message to the customerwith faster and more streamlined publishing as well. Leading CMS vendors are aware of these trends and are acquiring and integrating products that focus on the next generation user experience for commerce. How these tools are integrated is the current challenge for large retailers today.
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