EVOLVE'15 | Maximize | Mark Trenchard | Top 10 AEM Mistakes

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AUGUST 17, 2015

TOP 10 AEM M ISTAKES MADE WITH PUBL ISHERSRisking the investment

Mark TrenchardDir, Digital Experience

Stanford Medicine

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rai·son d'ê·treSpeed, ease, and quality of publishing

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AEM @ Stanford2 Years live

2 Author instances3 Publish/dispatchers

3 Design themes40 components

200 Sites700 users

20000 pages40000 assets

5.6.1 SP16.1 by Thanksgiving

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#10 Slacking on the sidekick

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What we learned

• The term sidekick didn’t have meaning to our authors

• The icons provided no meaning

• Default groups were not meaningful

• Semantic name

• Groups that make sense

• Icons that make sense

• Flatter, modern style

• Upgraded perfectly to 6.x

Still to do: rich tool tips that describe component, favorites group

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GoalsReduce search time

Increase clarityImprove access to help

How about the Granite sidebar? Better, but can use some

love.

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#9 Dialog nonconformities

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What we learned

• UI patterns in AX matter like everywhere else

• The kitchen sink in a tab can be overwhelming

• Need options, but UX can help limit author

• Authors will adopt to patterns

Tab Patterns

Edit Menus

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#8 Mystery properties

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What we learned

• Visual options are hard to describe and use in simple selector fields

• Authors are visual

Make visual options visual

file:///.file/id=6571367.5895753

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#7 Refreshing your way to eternity

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What we learned

• Latency kills the AX and becomes a primary blocker

• Authors don’t understand the need

• Parsys volume has a large overhead

Attack from multiple angles

Invest in server powerAudit all refresh events

Develop component refreshes

Test under stressed pagesOptimize parsys loads

AJ

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#6 Find your own content

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What we learned

• Authors dislike and avoid browsing around for content

• Embedding from third party sources is a hassle (code/ID pasting, etc)

• Authors don’t always think about content in #cf

Fill the content finderAdded primary content sources

People, multimedia sourcesPass through authorization to

maintain permissions

From #Twitter: Make CF easier to close and open

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#5 The great help hunt

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• Authors forget easily unless they use something constantly

• People need help in the moment of authoring

• Adobe hard-coded help links are not helpful and misleading

What we learnedHelp in context

In component

In landing page

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#4 Using dialogs for everything

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What we learned

• Visual layout edits are very abstract when forced into forms

• Authors naturally interact with layout tools and are disgusted if you make them leave the visual space.

Accordion

Tabs

Navigation

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#3 Provisioning as an art and blank canvas

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What we learned

• Authors despise waiting for something they perceive as a push-button event.

• Large numbers of groups and nodes make permission setting frightful

Create a jigStarter site with sample layouts

Create simply utility Site, asset, tag nodes

GroupsPermissions

User assignment to groups

STEP 3Add groups and users

STEP 2Setup Options

STEP 1Theme

What about the Granite UI?

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#2 More is better

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What we learned

• The more we offer authors, the more they forget and get confused

• Flexibility without volume of options is desired and hard to do

• Clutter and choice are not positives

Natural combinations

Panels: columns, boxes, rows

Feature box: all teaser layouts

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#1Not paying someone to advocate for publishers

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What we learned

Created a role that still exists:• Write and approve stories to

optimize AX• Test against real-life cases• Train the publishers

• The implementation team was focused on design, features, and content development.

• AX was being sub optimized at best.

Hired this guy!

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facebook.com/stanfordmedicine@trenchard

linkedin.com/company/stanford-university-school-of-medicine

#me/#us