Leah Hooper lhooperuplandsoftwarecom Curriculum Developer 7 years at Qvidian Other experience Project Management Business Operations Teaching Mathematics About Me Agenda Library Organization 830 am 1000 am ID: 1014819
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1. Content Management2018 Roadshow
2. Leah Hooper, lhooper@uplandsoftware.com Curriculum Developer7 years at QvidianOther experience:Project Management Business Operations TeachingMathematics About Me
3. AgendaLibrary Organization (8:30 am – 10:00 am)Break (10:00 am – 10:15 am)Collaborative Content Reviews (10:15 am – 12:00 pm)Lunch (12:00 pm – 1:00 pm)Content Management Workshop (1:00 pm – 2:15 pm)Break (2:15 pm – 2:30 pm)Next Steps for Content Managers (2:30 pm – 3:30 pm)
4. What’s the Point of the Library?Single source for storing contentIncrease efficiency in finding contentDecrease need for formatting content with each useDecrease need for approving content with each useVisibility into usage and version history
5. Library Organization
6. Folder Structure
7. Content Record Titles
8. Folders and Titleshttps://qpalogin.qvidian.com Username: user#@CMRoadshow.comPassword: Roadshow2018!
9. What about Formatting?
10. Set Yourself Up for SuccessUse custom Word stylesUse a common prefix in style namesDon’t change style names when updating templateControl spacing, page breaks and TOC generation with stylesDon’t base styles on NormalAvoid linked styles
11. Looking at Styles & Templates
12. Rebrand the Library
13. Applying the Template
14. Be a Gatekeeper
15. Reviewing Submitted Content
16. BreakBack at 10:15
17. Collaborative Content Reviews
18. YesWho do you Collaborate With?Do they have a Qvidian license?Is approval required?YesContent Review JobsIndependent Editing MethodNoSingle Document or Zip File EditNo
19. Edit Single Document (no add ins) vs. ExportEdit Single Document (no add ins)ExportMultiple records compiled into one Word fileMultiple records compiled into one Word fileSelected properties display in Word fileSelected properties display in Word fileContent is checked out in the libraryContent is not checked out in the libraryContent can be saved back to the library via drag and dropContent cannot be saved back to the library
20. Single Document & Zip File Edithttps://qpalogin.qvidian.com Username: user#@CMRoadshow.comPassword: Roadshow2018!
21. Who do you Collaborate With?YesDo they have a Qvidian license?Is approval required?YesContent Review JobsIndependent Editing MethodNoSingle Document or Zip File EditNo
22. Content Review Jobs
23. LunchBack at 1:00 pm
24. Content Management Workshop
25. What’s the Point of the Library?Single source for storing contentIncrease efficiency in finding contentDecrease need for formatting content with each useDecrease need for approving content with each useVisibility into usage and version history
26. Usage Reports Content that is often usedDate Last Used = After 6 Months Ago; Sort by Times UsedContent that is seldom usedTimes Used = 0; Date Created = Before 1 Year AgoContent that is oldDate Checked in = Before 1 Year Ago; Date Created = Before 2 Years Ago
27. Looking at Usage
28. Usage Reports Content that is often usedDate Last Used = After 6 Months Ago; Sort by Times UsedContent that is seldom usedTimes Used = 0; Date Created = Before 1 Year AgoContent that is oldDate Checked in = Before 1 Year Ago; Date Created = Before 2 Years Ago
29. Content Management DiscussionWhat gatekeeping processes are in place to control new content and updated revisions going into your Qvidian library? Consider formatting, correctness of information, library organizationWhat is working well / not well?Do you collaborate on content reviews? If so, how do you facilitate them?What is working well / not well?
30. BreakBack at 2:30 pm
31. Next Steps for Content Managers
32. Next StepsShort Term GoalLong Term GoalLibrary Org.FormattingGatekeepingCollaborating
33. Your Qvidian ResourcesCustomer Success ManagerHelp CenterOpen Q&A SessionsCommunity
34. Qvidian University CoursesRFP Management On DemandFoundations OGL or VILTAdvanced Content Management VILTAdvanced Architecture OGL (starting Sept 10th)Moving from Library to Projects Pop-up Course (Oct 25th)Content Management for RFPs Pop-up Course (Dec 6th)Receive 20% off any QU course in 2018!Use code: Roadshow2018
35. Questions