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How To > Migration Five Steps

Five steps of a digital redesign, migration, or rollout

(Intro)

Vision

Vision is perhaps the most important step since it will ground all subsequent work, and skipping this may mean train wrecks later.

Plan

Planning does X, Y, and Z.

Pilot

Piloting does A, B, C.

Implement

Yada yada

Maintain

yada yada
A strong process for a CMS migration doesn't just look at one dimension (for example, just design), but looks at the relationships, team, tools, and pages that truly make a large site happen. The first section of this article covers these, and then the steps of a migration are covered: Vision, Plan, Pilot, Implement, and Maintain.

It’s not just the design, or just the content, or just technology....

Sometimes, a site redesign really is just that, meaning some templates or CSS changes and that's it. Or it really is just migrating content into a new system. Let's face it: that's rare, except for small or relatively new sites.One way of looking at this is that the Compelling Vision defines why you are doing the redesign/migration, the pages define what you want, the relationships are a blend of what you want and how you will accomplish it, and the people and tools are all about how you will accomplish it.
Plan from why to how
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Below I'll start with things that might not get planned for (at least sufficiently) during a migration effort. All of the components are related (for instance, good metadata probably means good training for people), but it's probably a good idea to isolate each of these to make sure they are covered.

Relationships

By relationships here I mean metadata, structured content, links, and integration with other systems (for example social media and public repositories of information, but also your partner sites) -- basically how your content lives in the site and world. These things aren't plug-and-play in any system, because they are always unique to your organization. For metadata, there is defining the metadata, setting up the tools to support your metadata, training on metadata (both how to use the tool and how to tag effectively), and possibly writing guides on how to use metadata. The reason that metadata and other relationships are becoming more and more important is that your content is appearing automatically in more contexts, both on your site (slicing and dicing by topic for example) as well as off your site. Designing for these relationships is more subtle than may be obvious (for instance, false precision and taxonomy mappings). The point here is that you need to plan for all of these relationships so that you do not box yourself into an implementation that cannot allow the functionality you need.
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