Implementing Content management

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• Implementing Content management
• the SMART way

David Kuilman Content Officer Legal, Tax
Business Europe XML Holland 2003 20/21 November
Hilversum
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Agenda

• Background Legal, Tax Business Europe
• Components for enterprise-wide implementation
• Enterprise reference Content Management
• Strategy
• Governance
• Proces, Architecture Content
• Platform
• Contract
• Software Services
• Example Publication Build service
• Lessons learned

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The Wolters Kluwer Group 2003
Legal, Tax Business
Education ( 300 m)
Health ( 748 m)
Activities in
Activities in 3 regio Clusters
Activities in

• North America

• Europe

• Europe ( 1 228 m)

• North America ( 1 214 m)

• Europe

• Asia Pacific

• Asia Pacific ( 65 m)

Based on 2002 figures
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WK LTB Europe main facts

• Operational as division Legal, Tax Regulatory
  per 1-1-2004
•  Historical  core activities of WK in Europe
• Total 2002 sales 1 228 m
• Total 2002 EBITA 230 m
• EBITA margin 18,8
• Approx. 7 700 FTEs
• 6 Core segments

Based on 2002 figures
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WK LTB Europe by country
WK LTB Europe Example brands
WK Legal, Tax Business Europe Country share of
revenue
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The pan-European challenge
Formerly
Started and ongoing
Started and ongoing

• Formerly

• A European wide approach fostering best practices
  and innovative ideas
• Heading towards homogenized operations and
  back-office systems (EIP, SAP, SigmaLink)
• Cross border sharing of expertise programs (GAP)
• Publishing community mind fostered around the
  CPO
• Growth and innovation driven objectives

• Stand alone companies with their own focus and
  mind set
• Dissimilar operations and back office systems
• Scattered coverage of the market andsegments
• Little cross communication
• Margin driven goals

Leveraging combined strengths and potential while
deepening local competitive edge
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Agenda

• Background Legal, Tax Business Europe
• Components for enterprise-wide implementation
• Enterprise reference Content Management
• Strategy
• Governance
• Proces, Architecture Content
• Platform
• Contract
• Software Services
• Example Publication Build service
• Lessons learned

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Enterprise reference Content Management
Dealing with complexity

• Mapping strategic objectives with operations
• Correct Governance model
• Alignment of central and decentral targets
• Budget management
• Scope domain
• Decision making, reporting, accounting control
  (RACI-models)
• Common proces content definitions
• Standard software, controlled enhancement
• Preferred suppliers
• Communication support

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Enterprise reference Content Management
Strategy SMARTer content for dynamic products
services
Smart Solutions
SmartTools

• End to end workflow system and interactive content

Dynamic Content

• Integrated libraries (e.g. compliance, forms and
  practice systems)

Retention Rate
StaticContent

• Content that requires updating

• Primary source material

Margin Opportunities
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Enterprise reference Content Management
Governance model based on a federal state-style
and running on Prince2 project management
principle
WK LTB Europe Steering Committee CSO/CPO/CTO LTB
Europe
Program mgr
Track Boards

• Program planning budget
• Budget, scope fit decision
• Project Board role
• RFCs
• General Enhancements

Enterprise Reference
Content
EIP
Systems
Division level
Operating company level
Prince2 docs
Inform on project Budget
Local Content Management Projects
Change Requests
OpCo Projects
Generic Enhancement
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Enterprise reference Content Management
A common publishing proces
Content Management Planning Monitoring

• Content
• Source material
• Legal texts
• Authors
• Enriched content
• Converts to usable formats
• Tagged with linking information

• Technology Enablers
• Editing tools
• Production tools
• Common Database
• Standard languages XML, SGML, HTML, Word, Adobe,
  
• Software components

• Delivery Channel Platforms
• Print
• CDs
• On Line
• Compliance tools
• Software

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Enterprise reference Content Management
Classification system for content
Level 1 Medium Neutral Content
Level 2 Product Neutral Content
Structure
Content
Metadata
Content Components
Metadata
Multi Product Builder Channel Filters
Bus. Logic
ClientWorkflow
CRM
Channel Filters
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Enterprise reference Content Management
Linking Content Value Upgrade to business strategy
Target Level 2
Integrated Solutions
Target Level 1
SmartTools

• Integrated Software
• End to end workflow system
• Customized content/
• solutions
• Decision trees
• Case-based reasoning

Smart Content

• Compliance
• Workflow Tools
• Integrated Libraries (e.g. content, forms and
  practice systems)
• Extended metadata
• Topic maps
• Taxonomies

Retention Rate
Folio LegacyContent

• Multi channel products
• X/SGML content
• Hyperlinked
• Limited metadata

• Primary sources
• Loose leaf
• Product based content
• Many formats

Margin Opportunities
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Enterprise reference Content Management
Content enrichment Level 2. Example
NorstedtsJuridik

• Level 2 Product Neutral Content creation

Software configuration editing
Content
Metadata editing
Customer Workflow
Enhanced Product Services Builder
Customer Products
Interconnected content software services
Books/Loose Leaf
Online/offline integration
MS Office templates
Online source Legal database
Compliance Software online
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Enterprise reference Content Management
Content enrichment - Level 1. Example Cremers
Kluwer
Level 1 Medium Neutral Content creation
Content
Metadata
Product Builder
Customer Products
Same content, Same source, Different packaging
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Platform
Common Publishing Platform supplied through Group
contracts

• Component based Content Management System
  (SigmaLink)
• Services oriented architecture
• Support for enhanced versioning
• Independent Publication Builder
• Multiple metadata service
• Inheritance based workflow management system
• Internet Delivery platform (Bea Weblogics)

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Agenda

• Background Legal, Tax Business Europe
• Components for enterprise-wide implementation
• Enterprise reference Content Management
• Strategy
• Governance
• Proces, Architecture Content
• Platform
• Contract
• Software Services
• Example Publication Build service
• Lessons learned

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Example Publication Build Service
Industrialized, mass customized publishing
Content Management Planning Monitoring
Creation
Editing Enriching
Storage
AssemblingPre-Publishing
PublishingPackaging
Publication Build
Shared Services
Incremental Update
Publication Template Management
Content
Transformation
Purposing
Assignment
Ordering
Selection Querying
Structure
Validation
Indexers
Metadata
Bundling
Request Broker
Exporter
Links
Integrators
LTB Generic
Opco Configuration
Chunking
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Example Publication Build Service
Publication Assembly Description Language (PADL)

• XML schema with programming constructs
• Build in query language based on predicates
• ltProperty, operand,valuegt
• Pass-through queries
• Associate Pre- and post-processing of content
  nodes
• Ordering, Transformation conversion
• Placeholder instantiation
• Abstraction services
• Fusion of external sources
• Finite / infinite publications
• Manual / Automated processing
• Strong affiliation with open source Eclipse
  Cocoon

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Example Publication Build Service
Benefit to the Group

• A building block of the reference architecture
  filled in
• Shared budget makes realisation feasible
• Ownership of module
• Agnostic of publishing scenario
• Interchange format suitable for shared servicing

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Agenda

• Background Legal, Tax Business Europe
• Components for enterprise-wide implementation
• Enterprise reference Content Management
• Strategy
• Governance
• Proces, Architecture Content
• Platform
• Contract
• Software Services
• Example Publication Build service
• Lessons learned

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Lessons learned
Governance

• Difficult to find the right size and balance
• Control / bureaucracy / delay vs. anarchy /
  redundancy / lock-in
• Maturity management underestimated
• Conflicting governance styles
• Common acceptance must depend on common
  requirement
• Sophisticated, localized supplier support means
  the difference
• Better functional fit through joint product
  development with single supplier/software
  platform
• Vocabulary reference must be enterprise wide
• as a base for harmonisation of budget control!

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Lessons learned
Conduct Program Health Checks

• Tangible business benefits must be at the horizon
  (e.g. product/cost base/revenue/market share)
• Key representatives must receive mandate from
  local management
• Beware of technology push technology is just a
  tool. Keep business close!
• Maintain reporting rigor. Set the standard and
  stick to it.
• Keep focus on key ingredients
• Alignment with strategy business
• Platform enhancement
• Common vocabulary in all relevant business
  functions

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End of presentationImplementing Content
Management the SMART way
XML Holland 2003 20/21 November Hilversum