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pitneybowes.com: 
A Multinational Marketing Site Launch --- What Worked, What 
Didn’t
Stephen.Evermore@pb.com 
Web Development Manager, 
Pitney Bowes 
WEM, CMS, BBS Enthusiast 
Hack of All Trades 
@Xorandnotor (XOR – AND – NOT – OR)
Stephen.Evermore@pb.com 
Web Development Manager, 
Pitney Bowes 
WEM, CMS, BBS Enthusiast 
Hack of All Trades 
@Xorandnotor (XOR – AND – NOT – OR)
Purpose 
1. Provide a look into our migration of a 
multilingual, multinational marketing site from a 
legacy CMS to AEM 
2. Call out factors that contributed to our success 
3. Share some lessons learned and “gotchas”
The Prologue 
2012 
“We need to replace our CMS” 
2013 
“Let’s use AEM” 
2014 
“Kick-off”
The Prologue 
• No centralized content 
strategy 
• No integrated translation 
process 
• New template development 
requests measured in months 
January 2014 
• 100+ Content Authors 
• 50+ Marketing Sites 
• 48 Domains 
• 38 Countries 
• 15 Languages
The Epilogue 
• All supported markets using 
centralized content strategy 
• All supported languages 
driven through integrated 
translation 
• New template development 
requests measured by sprint 
Today (Nine months later) 
• 25 Content Authors 
• 18 Marketing Sites 
• 1 Domain
Dramatis Personae 
Digital Marketing 
Program Manager 
Project Manager 
UX/Visual Design 
CMS Power Users 
Content Authors 
SEO 
IT 
Program Manager 
Project Manager 
AEM Architect 
Front-End Developers 
Java Developers 
Migration Specialists 
Business 
Stakeholders 
Regional Marketing Heads 
Line of Business Marketers 
Demand Generation 
Corporate Marketing 
Misc. (Legal, HR) 
Executive Sponsors - Adobe - Wipro - Online AEM Community
Act I: Defining the Project 
• Requirements Workshops 
• Existing Pain Points 
• Long outstanding requests 
• Industry best practices 
• Content inventory 
• Ad-hoc content 
• Project approach 
• Lack of content funding 
• “Lift and Shift” for Phase One 
• One mid-sized market as a guinea pig
Pre-Migration Effort 
• Content Clean Up 
• Designs 
• HTML/CSS 
• Templates/Components 
• Governance and Processes 
• Content deployment 
• Translation management 
• AEM Training 
• Authors 
• Developers
Planned Migration Model 
Sitemap creation 
Automated migration 
System Integration Testing 
User Acceptance Testing 
Launch & Redirect
Act II: Australian Migration 
Sitemap creation 
Automated migration 
SIT 
UAT 
Launch & Redirect
A Plan Down Under 
• Review of ad-hoc content was insufficient 
• Migrate or govern? 
• Content clean up exercise was insufficient 
• Sitemap exercise should have been driven by new URLs first 
• Additional step for content review and curation prior to UAT 
• Expose pre-launch site for UAT by a wider audience
Revised Migration Model 
Ad hoc analysis 
Sitemap creation 
Automated migration 
SIT 
Content Curation 
Soft Launch 
UAT 
Launch & Redirect 
Exposes at final URL 
inside VPN
Act III: Good Migrations 
• Ad-hoc functionality is identified and dealt with early on 
• Completed sitemaps provide 
• solid expectation of results 
• a clear inventory of required content 
• an invaluable resource for testing efforts 
• Digital Marketing has ample opportunity to polish sites prior to UAT 
• Entire company is enlisted into testing and feedback 
• Final switchover is a single network redirect
2014
What Worked 
Frequent, transparent stakeholder communication 
Close partnership among IT, Marketing, and Line of Business 
Company-wide pre-release 
Train the trainer 
Purposeful sequencing of market releases
What Didn’t 
• Content clean up 
• Unknown unknowns 
(Ad hoc content) 
• Availability of in-region resources 
• Launching the CMS before the content investment
What’s Next 
Revised Content Strategy 
A move away from Lift and Shift and into our Phase Two 
Clay Tablet for integrated translations (in production) 
Adobe Assets for Creative Services team (approved last Friday) 
AEM as brand control and presentation layer for transactional systems 
My Account (in production) 
Online Store 
3rd Party Vendors 
Customer Support 
AEM v6.1
CQ & AEM 
(Last pun, I promise) 
Stephen.Evermore@pb.com 
@Xorandnotor 
LinkedIn.com/in/StephenEvermore

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Pitneybowes.com: A multinational, multilingual AEM launch

  • 1. pitneybowes.com: A Multinational Marketing Site Launch --- What Worked, What Didn’t
  • 2. Stephen.Evermore@pb.com Web Development Manager, Pitney Bowes WEM, CMS, BBS Enthusiast Hack of All Trades @Xorandnotor (XOR – AND – NOT – OR)
  • 3. Stephen.Evermore@pb.com Web Development Manager, Pitney Bowes WEM, CMS, BBS Enthusiast Hack of All Trades @Xorandnotor (XOR – AND – NOT – OR)
  • 4. Purpose 1. Provide a look into our migration of a multilingual, multinational marketing site from a legacy CMS to AEM 2. Call out factors that contributed to our success 3. Share some lessons learned and “gotchas”
  • 5. The Prologue 2012 “We need to replace our CMS” 2013 “Let’s use AEM” 2014 “Kick-off”
  • 6. The Prologue • No centralized content strategy • No integrated translation process • New template development requests measured in months January 2014 • 100+ Content Authors • 50+ Marketing Sites • 48 Domains • 38 Countries • 15 Languages
  • 7. The Epilogue • All supported markets using centralized content strategy • All supported languages driven through integrated translation • New template development requests measured by sprint Today (Nine months later) • 25 Content Authors • 18 Marketing Sites • 1 Domain
  • 8. Dramatis Personae Digital Marketing Program Manager Project Manager UX/Visual Design CMS Power Users Content Authors SEO IT Program Manager Project Manager AEM Architect Front-End Developers Java Developers Migration Specialists Business Stakeholders Regional Marketing Heads Line of Business Marketers Demand Generation Corporate Marketing Misc. (Legal, HR) Executive Sponsors - Adobe - Wipro - Online AEM Community
  • 9. Act I: Defining the Project • Requirements Workshops • Existing Pain Points • Long outstanding requests • Industry best practices • Content inventory • Ad-hoc content • Project approach • Lack of content funding • “Lift and Shift” for Phase One • One mid-sized market as a guinea pig
  • 10. Pre-Migration Effort • Content Clean Up • Designs • HTML/CSS • Templates/Components • Governance and Processes • Content deployment • Translation management • AEM Training • Authors • Developers
  • 11. Planned Migration Model Sitemap creation Automated migration System Integration Testing User Acceptance Testing Launch & Redirect
  • 12. Act II: Australian Migration Sitemap creation Automated migration SIT UAT Launch & Redirect
  • 13. A Plan Down Under • Review of ad-hoc content was insufficient • Migrate or govern? • Content clean up exercise was insufficient • Sitemap exercise should have been driven by new URLs first • Additional step for content review and curation prior to UAT • Expose pre-launch site for UAT by a wider audience
  • 14. Revised Migration Model Ad hoc analysis Sitemap creation Automated migration SIT Content Curation Soft Launch UAT Launch & Redirect Exposes at final URL inside VPN
  • 15. Act III: Good Migrations • Ad-hoc functionality is identified and dealt with early on • Completed sitemaps provide • solid expectation of results • a clear inventory of required content • an invaluable resource for testing efforts • Digital Marketing has ample opportunity to polish sites prior to UAT • Entire company is enlisted into testing and feedback • Final switchover is a single network redirect
  • 16. 2014
  • 17. What Worked Frequent, transparent stakeholder communication Close partnership among IT, Marketing, and Line of Business Company-wide pre-release Train the trainer Purposeful sequencing of market releases
  • 18. What Didn’t • Content clean up • Unknown unknowns (Ad hoc content) • Availability of in-region resources • Launching the CMS before the content investment
  • 19. What’s Next Revised Content Strategy A move away from Lift and Shift and into our Phase Two Clay Tablet for integrated translations (in production) Adobe Assets for Creative Services team (approved last Friday) AEM as brand control and presentation layer for transactional systems My Account (in production) Online Store 3rd Party Vendors Customer Support AEM v6.1
  • 20. CQ & AEM (Last pun, I promise) Stephen.Evermore@pb.com @Xorandnotor LinkedIn.com/in/StephenEvermore

Editor's Notes

  1. You might notice that...
  2. Happy to speak to tangents/niche topics
  3. 2012 - ID shortcomings in digital CM capabilities, including tech. platform limitations and lack of central governance over global operations. 2013 - Global req’s workshops and input from Gartner, Forrester lead us to Adobe Experience Manager as a technical platform for WEM. Happy to speak to competitive advantage after the presentation. 2014 - Global digital CM is realigned under a new organization, Digital Marketing. Our website consolidation project kicks off.
  4. Domain examples; types of content authors (shared, regional, outside vendors)
  5. Address each point. This drastic reduction has to be addressed through changes in process and GTM strategy as well as tech.
  6. Review once and keep it conversational. Slow down. Being a migration simplified.Speak to the templates, domain consolidation, RWD Australia, Germany, Canada
  7. ½ Way Point. Time check. * For Content, CMS had been in place for five years Governance and Process changes require a solid change management effort. You can’t go from 100 content authors to 25 without changes that some are going to find threatening. Train the Trainers
  8. Unanticipated issues
  9. URLs/IA: “/products/widget9000/”
  10. Soft Launch – a little controversial. Made public site available to CSRs, etc. Socialized on Yammer and through executive sponsored e-mails. Still had a deluge.
  11. Delay between Canada and subsidiary brand; well worth it You too can put an aussie rodent in space thanks to Adobe Photoshop.
  12. Any spend/effort on initial content clean up will be rewarded 10 fold during migration Either further review of business edge cases or governance over allowed content would solve for this Native language Q/A and UAT resources for smaller markets were difficult to line up with less than a month’s notice