Up and Running: How to Deploy a Modern CMS Quickly
Jill Jones runs digital marketing at a wellness company that did $150 million in revenue last year. Her team has been bumping up against the limits of their out-of-the-box content management system ( CMS) for years, and she’s finally convinced her CMO and CIO to invest in a more agile one. Four years ago, when they chose their current system, a customizable CMS was out of their budget and would have taken at least six months to deploy — an unthinkable timeline for a midsize company.
Now, with three brands and six country websites to support, Jill and her team need more flexibility. They want to be able to quickly build campaigns and experiences tailored to specific groups — like the high-value shoppers who’ve embraced a niche brand the company launched last year.
Like Jill, leaders at most businesses are thinking a lot about how to create, deliver, and optimize content-led experiences. In a recent global survey by Econsultancy, marketing and IT professionals at companies with revenues below £150 million (about $200 million) identified “optimizing the customer experience” and “creating compelling content for digital experiences” as their most exciting opportunities in 2019. Across large and small companies, “optimizing the customer experience” was the first choice for B2B companies and the second choice for B2C organizations, and “creating compelling content for digital experiences” was No. 2 for B2B and No. 3 for B2C, respectively.
Fortunately for Jill’s company, the landscape has shifted since their last CMS purchase. It used to be that big companies bought high-end systems and adapted them to fit their needs, while midsize companies settled for solutions with a basic set of standard features. But the advent of cloud-native platforms is leveling the playing field — letting companies like Jill’s customize and innovate in ways they never thought possible.
Whatever the size of your organization, this guide will help you choose, deploy, and optimize a CMS that provides more engaging experiences for your customers and better results for your business.
1. Choose a CMS that can evolve with your business
As you explore options, imagine what your business might look like a few years down the road. Ideally, your new CMS should help you do these five things:
Serve content on all channels
A key consideration in choosing a CMS is how you’re going to deliver content to different channels. Traditional solutions with user interfaces are easy for marketers to use but don’t give you the flexibility to reuse web content across other channels like mobile, IoT, and digital signage. Headless solutions use APIs to deliver content on any channel, but they rely heavily on IT. A hybrid solution can give you the best of both worlds.
Deliver the right content to the right customer
In today’s market, companies of all sizes need to be able to do at least some basic personalization. Many CMS solutions support a simple rules-based approach to audience segmentation. That might be good enough for now, but as your business matures you’ll want to provide highly targeted experiences, especially to customers in high-value segments. Investing in a CMS that has machine-learning capabilities — and that integrates with an AI-powered analytics solution — will set you up to deliver personalized experiences based on rich data insights.
Empower marketing and IT teams to work together effectively
Content management is a team sport, and you’re more likely to win if everyone has the right gear. A cloud-native CMS provides built-in tools for developers, as well as templates that let marketers easily author and edit content and publish new experiences. People in IT roles also prefer cloud-native platforms because they allow for more focus on supporting business requirements instead of day-to-day maintenance. And cloud-native solutions can auto-scale based on traffic, so you don’t have to worry about your site going down during an unexpected spike.
Get up and running fast
Long deployment cycles represent a big investment of staff time. And the sooner you launch your new CMS, the sooner it can add value to your business. In cloud-native CMS solutions, a lot of components that used to require manual setup now come in a ready-to-use format. You can quickly get started with content management, analytics, and personalization — all at once — and then easily integrate other tools that can help you get more value from your CMS.
Innovate in short cycles
If speed is important to you, the real value of a cloud-native CMS is in the shorter timelines for ongoing innovation. When you need to build a custom feature or a new experience, a cloud-native platform gives you access to APIs and developer tools that streamline the process. The latest features are added automatically and continually, so IT doesn’t have to spend time planning for version upgrades and marketers always have access to the latest capabilities. The faster timelines add up to a significantly lower total cost of ownership compared to on-premise and cloud-hosted models.
For more detailed tips, download our guide How to Select the Right Content Management System.
2. Deploy your CMS in a way that’s both fast and smart
Choosing a solution is just the first step. To set your team up for a successful implementation, follow these best practices:
Establish a governance framework and a steering committee
Digital governance means managing all the essential factors — including people, process, and technology — that contribute to the success of a digital organization. A governance framework lets everyone know who gets to make decisions about each aspect of your digital strategy. It ensures that strategy is aligned with your business strategy. And it keeps you out of trouble in a world of complex legal restrictions on the use of customer data.
Line up the support you need early in the process
Enlist an executive champion for the project. Make sure all the relevant executives — including the CMO, CIO, and CFO — support the idea of investing in a modern CMS. Communicate the vision early and often to all the people who will use, benefit from, or be impacted by the new system.
Take a phased approach instead of trying to do everything at once
Start by deploying some basic features for a subset of your websites or teams, and then expand the rollout to include additional teams and features. But don’t wait to introduce analytics and targeting. Today’s customers expect every experience to have some degree of personalization, and that means the first phase of your CMS implementation needs to include basic reporting and testing activities.
Identify clear goals and KPIs for what you hope to achieve
Start with your business objectives, and then determine your goals. For example, if your objective is to grow online revenue, your goal might be to see a two-point lift in conversion for web pages used in outbound marketing campaigns. For each goal, identify several performance indicators that you can measure. If you started with two or three business objectives and three to five goals, you might end up with 15 to 20 indicators. Pick the three indicators that matter most for your business. These are your KPIs.
Use the resources available
Whatever the skill level of your internal team, remember there are always resources to help you. Meet with your vendor of choice for demos and consultations. Hire a strategic partner that can help you get the most value out of the technology. And take advantage of onboarding resources and customer forums for new users — these can be helpful even for technically advanced users.
3. Build on your initial success
Once your new CMS goes live, you’ll expand, optimize, and recalibrate in an ongoing cycle.
Expand your CMS deployment
When you’re ready, roll out your new CMS to other web properties and teams, and integrate other tools — including analytics, testing, and digital asset management solutions — that will help you get even more value from your CMS.
Build a master list of capabilities you want to use that will help you deliver more engaging experiences. As you’re planning for phase two and beyond, you’ll prioritize the items on the list based on your business goals, the value of each item, and the effort required to get it done.
The right cadence for ongoing development depends on your business. For some companies, a fluid biweekly cycle makes sense. But if your business model is highly seasonal, it might work better to add a big batch of features over a six-month period leading up to Black Friday, for example.
Optimize your content and experiences
As soon as you’ve launched phase one of your CMS deployment, start reporting on your KPIs. If you’re not hitting the target for a certain KPI, experiment with changes that will bring you closer to the goal. Those changes could include any aspect of how you’re managing the customer experience — from how you’re using the CMS to the kind of content you’re developing to the audiences you’re targeting.
When people think about optimization, they usually think they’re going to look at data on how a program is performing in market and then tweak the experience to improve conversion. That’s something you should be doing continuously — at regular intervals and every time you launch a new program.
But don’t forget to optimize for your internal customers, too. Every solution has reporting tools that show how many people are using the different features. It’s worth your while to pay attention to those adoption and usage metrics. You’ll also want to gather qualitative feedback to get a sense of how people are actually using the system. Are they using the new workflows or going around them? If they aren’t using the system as intended, why not? And what are they doing instead?
Recalibrate your KPIs
After launch, reassess your KPIs to make sure you have the right metrics. Six months out, if you’re getting no traction toward a particular KPI and no one’s asking for a report on it, then it isn’t really a “key” performance indicator. Everything on your wish list of new features should be tied to your goals and objectives. Maybe you’re initially doing A/B testing but eventually you want to do multivariate testing. Make sure you can explain how you think multivariate testing will help your business. Every time you add a new feature to the list, identify performance indicators for it.
Keep growing at your own pace
As you expand, optimize, and recalibrate — always paying close attention to your KPIs — you’ll gradually increase the digital maturity and sophistication of your organization. Your list of top three KPIs might change as you activate more advanced features and build new experiences. And as your business evolves, shifting priorities might prompt you to swap out some of your KPIs.
Remember that you’re never done. There will always be new features to adopt, new tools to master, new goals to achieve — and new customers to convert into loyal advocates for your brand. The good news is that with a cloud-native CMS, you can innovate quickly and grow at a pace that makes sense for your business. Your customers’ needs will evolve too, and you’ll be able to invent new ways to exceed their expectations as well as your own.
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