Building a Joomla web site can be a daunting task if you realize all that the Joomla CMS framework is capable of. We have broken this down into seven easy to follow steps that can get you started in the process of achieving superior results with your new portal. We hope this can help ease your mind and provide a simple process and approach.

 

Step One: Defining your business goals.
The first step in this process is to clearly understand what the goals are for investing your time and money into this project. What quantifiable results do you want to achieve with this initiative and who else will be involved in the process of achieving these goals. Very much like starting any new business you want a clear understanding of your SWOT (Strengths, Weaknesses, Opportunities and Threats).

Step Two: Defining your Project Plan.
Once you have a clear idea where you are going you need to develop a stratgic plan for getting there. Project plans need to consider where you want to go both short term and long term with this project. It needs to have a focused and phased approach that takes into consideration your available time and resources over time to sustain this project. It needs a timeline and content acquisition checklists that will help you stay on target and on focuse with your priorities.

Step Three: Defining the Look and Feel.
The firs actual development tasks with your Joomla Project are to define your design and choose your template or process of implementing one. There are three key parts of a template you need to consider.
1.    Graphical design elements: Colors and style
2.    Layout options: “Wireframes” or in Joomla terms Module Positions
3.    Features and Functionality: Standards compliance, special modules and capabilities.
It is important to realize that the Joomla template is a foundation for which you will build your site and you need to consider this decision carefully. However, you can easily change templates in the future with often little effort

Step Four: Defining Content and Navigation
Now that you know how you want your Joomla web site to unfold, both from a design perspective and from a roadmap ahead you can start mapping out the intended content and collecting any graphics or generating article copy. Typically you will want to bring every page of content into an offline document that can be edited prior to inserting into your new site. Sometimes if this is a site redesign you can cut and paste from an existing site. If you plan to get the most out of search engine optimization you will want to get targeted keywords generated and pass these on to your authors for consideration in developing the copy.
Now is a good time to think about the Sections and categories for which you will organize your content and how you want your users to navigate with the best possible user experience. It is a good idea to use a mind mapping tool to define your site navigation.

Step Five: Features and Functionality
With a clear understanding of the content you want to present and manage you will have a better idea of the types of Joomla Extensions that you will need to implement this. With over 4000 extensions and the list is growing every day, you may need to make lists of the options, compare the features and review the demos and reviews before installing them on your site. Once you have narrow this down you can then test them on your new site once you get it installed. Sometimes you may find that there are not existing components that provide the features or functionality that you need. This will require creating a development spec that clearly itemizes the features you want to add to an existing extension or for building a custom extension for your site. It is a good idea to get this sorted out early in your development process.

Step Six: Installation and Configuration
Once we have all of our objectives, a defined roadmap, site plan and specific template in hand we can begin the installation and configuration process. Some ISP’s have automated tools for installing Joomla but I prefer to get the latest release directly from the Joomla.org site and to install it manually. Once Joomla is installed we go through a process of configuring this specific for your needs. Installing extensions, installing the template and setting up the parameters. Once you get the baseline of your site configured with all of the components, modules and plug-ins and perhaps a couple place holder content articles and menu items it is a good idea to make a back up copy of this and there are inexpensive extensions that can automatically do this for you.

Step Seven: Populate your Joomla web site with content.
Having a good baseline for your framework in place and backed up prior to beginning to populate content and fine tuning the configurations helps you move quickly and safely through the content population stage in your project. This is the point where we provide training or you would go through tutorials on content management techniques. Once you get this underway most of the outcome is in your hands. With a good support team that is well rounded in both strategy, branding and marketing expertise as well as the technical support and programming expertise you can increase your effectiveness through a collaborative development approach. We highly recommend that you work with a qualified team to guide you through this process. In the end it will give you a much more professional web site, better train your team and give you the technical support to get the very best value out of your investment.

Moving Forward
Joomla CMS is a superior choice for growing a solid business online. There are endless extensible possibilities and freedom to expand this as a platform for success. There are many other steps you can take to optimize your content and leverage more in-depth capabilities of the Joomla framework over time but this should get you an overview of the initial steps for getting started. With a good strategic and tactical plan you can keep your focus. In a world fill with exciting possibilities it is very important not to lose sight of your intended business results. Regardless of your web expertise, choosing a qualified support team to help you build, launch maintain your project will give you the very best return on your time and capital investment.

Be sure to visit our new http://JoomlaDesignServices.com web portal for an example of a site built using this planning process and to find valuable resources for Joomla development.

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Social Media and Social Technologies have many new building blocks and take time to impliment

Keep an eye on these folks to learn the current trends in Social Web Technologies

The social wave just keeps getting bigger every time I look. Today I was building out my profile on Plaxo and found this great Web TV Show http://thesocialweb.tv/ If you are planning to work with a social community for your business then there are 39 and counting episodes that review a lot of the current trends and technologies in social media. These guys are sharp and have a lot of interesting guests and comments in their conversational format.

 

Couple thoughts on how I have positioned our use of social media.

My Social Framework

In addition to managing our 6 corporate portals and contributing to my blog, I currently manage several social network profiles; Facebook for connecting with family and friends, MySpace for my music profile, Plaxo and Linked In for business and professional networking. Then Twitter to communicate with industry pros and a community that connects with my Blog at www.cnpintegrations.com/myblog/ (so far around 20,000 followers). On top of that since we are using Social Media for part of our SEO strategy. We have accounts on Flicker, Digg, Stumbled Upon, Picasa, Delicious and many many others... to connect our messages and inter-link with each other. There are more that I will get involved with over time but this is plenty to keep me/us busy along with getting any real work done or saving time to spend with my family.

Careful with how you spend your time

This is such a time commitment and I see so many folks involved with even more than we are... I do wonder when they sleep. The trick is before you just start signing up that you think out a strategy of how you plan to use these tools to best serve your purpose and that will consider what will your best use of time. I had been advising folks to get active with a blog for years before I actually started posting regular on mine just because I did not have the time to commit to it. I knew the affect it could have on our site traffic but unless you are ready to be consistent then it could waist time since it has to grow over time and you need to continue to contribute content or you lose your readers and when you start up again you have to build a new audience from scratch. Make sure you establish your priorities and stay focused so you can get the best return on your time and talent investment. Each implementation is as unique as the individuals involved in making them happen. There are unique considerations for all of the social technologies that require thought and a keen eye on current trends if you want to implement them successfully or now waste a bunch of time. Remember all we have in this world is our time and once it is spent we cannot get it back.

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Waking up to Social CRM and the "Conversation"

I wrote a piece a while back about Customer Conversation Management or "CCM" which is really the essence of the new CRM 2.0 and now getting the label Social CRM. Regardless of the term you prefer to use to describe it the reality is that the customer is in charge of the engagement these days since they now have so many choices and your competition is global. I have plenty of blog articles here that further explore this concept but when I found this video, I had to put it up since it hits the core of the problem many companies have today with their customer engagements.

http://www.youtube.com/watch?v=pM7ZaamZzDA

CNP Integrations has a proven process for succesful Customer Relationship Business Management and CRM 2.o or Social CRM implimentation. 

 If you have customer relationship pains and need consulting or technology solutions let's begin a "Conversation".

:-)

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Build Value by following a success program and planning carefuly

I have been following the ITtoolbox.com discussions lately and ran across these comments below. It reinforces much of what we have learned and why we have designed a consulting practice around our Value Building Methodology. Notice the date of these articles. In other words this is not new information but folks are still making the same mistakes nearly 4 years later.With the new Social CRM and social technologies that we have to now integrate into these systems it is only going to get more challenging.

 

Invest in good training, support and consulting to align your initiatives

To implement CRM effectively it often takes an outside consulting team to help plan, execute, train and align an organization's people and processes with the technology. Thinking you can just buy some software that an ambitious CEO or IT manager likes and that you can  implement it without a full support package from a qualified consulting firm is a path for disaster. It tends to be a rather expensive proposition on so many levels when you do not invest in the right balance of consulting with your technologypurchase. It is a myth that one you purchase the software and turn it on that your investment is over. This will become a paridigm shift in most cases for the way you do business and will continue to evolve over an extended period of time.

Open Source solutions positions you for future needs

This is one of the reasons we like solutions built off of an open source code base. The cost of entry on the software is much lower so you can get more implementation resources and training for the same investment while not being held over the barrel on the software should you want to modify the system to meet unique requirements down the road. Many of these requirements you may not even know you need yet.

Disclaimer: Contents are not reviewed for correctness and are not endorsed or recommended by ITtoolbox or any vendor. Popular Q&A contents include summarized information from CRM-Select discussion unless otherwise noted.

1/24/2006 By ITtoolbox Popular Q&A Team for ITtoolbox as adapted from CRM-Select discussion group

1. Adapted from a response by Vladimir Stojanovski on 1/20/2006

Here are a couple from my list:

1. Medium-size company wanting to facilitate revenue growth purchased SFA software without any sales strategy. They expected that the software would make their life easier. As most SFA software, it came with its own pre-packaged best practices, which did not fit the company's processes. The implementation dragged out as the company realized that they had to re-examine their processes.

2. A large company purchased call center software to address the growing backlog of thousands of unanswered customer emails. After the software was implemented, training followed. During training, the users scream: we can't use this system, we won't use this system. Two reasons: first, same as #1, little effort was made to align process to packaged functionality, and second, no effort was made to engage the users and build champions among them.

3. A fast-growing company with a solid CRM strategy purchased and implemented SFA, Call center, and Marketing automation software. They did not, however, consider the importance of data quality in the beginning. The Result: reports could not be trusted, pipeline and trending was worthless, and the project went through a major crisis until these issues started getting addressed.

After a number of years, the company in #1 has abandoned the original SFA software and opted for a more simplistic and less costly solution from an SaaS vendor. The company in #2 has taken a step back, re-examined their CRM strategy, re-mapped its processes, and rebuilt most CRM components. The company in #3 has continued building upon the described solution, overcomming the initial data quality issues.


2. Adapted from a response by Nic Harvard on 1/20/2006

Outside the scope of pure CRM systems, but within the scope of business-critical systems, plenty:

All boil down to:
1) Rubbish needs analysis
2) Rubbish solution analysis and selection on top of poor needs analysis
3) Poor end-to-end implementation, with little outcome-based assessment of the implementation team (with a serious stress here on training and external change mgt)
4) Zero, or poor metrics in place to measure success, not only before, but during, at time of go-live, and for 12 months minimum after.

The key points are 80% point one, and 20% point two. The third and fourth are merely confusing factors, that while important, could not *really* (other than in a completely dysfunctional org) exist without the first two.


3. Adapted from a response by gvertucci on 1/22/2006

CRM implementations fail for three reasons, and it all boils down to Human Nature! If a business owner can overcome these three things, CRM will pay for itself rather than be a huge expense.

1) CRM implementations live and die by its EMPLOYEES acceptance... PERIOD!! If the user refuses to use it, IT BECOMES AN EXPENSE!!!

2) Not only is there no BENEFIT for a user to learn and use a CRM application, it's actually a DETRIMENT for an end user to learn and use a CRM application!!!

3) If you encounter a businessman who is looking to purchase a CRM solution, regardless of price or company, they should be able to answer, INTELLIGENTLY and TRUTHFULLY, this one simple questions... "How will your EMPLOYEES benefit from learning and using a CRM application?" If they cannot, they will LOSE MONEY ON THE PURCHASE. Let's see if they can actually ENFORCE the use of a CRM if their sales department is under the impression that it will help line the pockets of the CEO/OWNER even further while THEY have to work harder with no
compensation to learn and use it for that purpose.

See related blog articles and links:

• 100's of Entrepreneur and small business resources
• Integrating the People in your business with CRM Technology
• Let's talk about flat bid contracts and Value Building for Joomla CMS Web 2.0 Development
• 10 Tips for entrepreneurs and your business to beat the recession
• Leveraging CRM Software in the Small Business
• Integration of People with Technology & Acquisition of Business Intelligence
• Cheaper is not always better when it comes to hosting.
• Universal project management concepts
• Good insight from Jack Derby
• Building lists to grow your business opportunities 
• Lower risk through low cost pay as you go retainers
• 8 Bench Marks of a Great Client
• 12 U.S. Laws Bloggers Need to Know
• Social Technologies are revision in the model of power
• CRM/ERP, Joomla CMS, QuickBooks all-in-one Solution for SMB's
• Value Building Landing Pages with Lead Capturing CRM
• Info@hand "CRBM Platform" best kept secret in CRM Community
• Platform as a Service an inspired new generation of CRBM
• How important is a CRM Software Application for your SMB?
• Where do I get started with CRBM (Customer Relationship Business Management)?
• Open Source or SaaS CRM in Your Business
• Universal project management concepts
• Virtual Office Tools Save Money
• Web 2.0 boom and useful web tools

You can also visit our blog home at www.cnpintegrations.com/myblog/ for regular new posts.

For more information about the CRBM Platform and other educational resources be sure to visit: www.learningcrm.com

 

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Configuration of Complex Joomla CMS and CRBM Platforms

Joomla is a powerful framework for delivering Complex web portals. With over 4700 extensions and counting, the largest developer network in the world and the most user friendly interface has made the award winning Joomla CMS the fastest growing open source CMS project perhaps in the world. With millions of users and enthusiasts from all around the globe and a low cost of entry this is quickly becoming the dominant content management system (CMS) for small businesses (SMB's) and even larger enterprises and institutions.  We compared Joomla vs Drupal and Joomla vs Wordpress which are other worthy technologies but Joomla seemed for us to be the best overall platform for recommending to our customers. As Joomla integrators and Joomla Component Developers we deliver complex Joomla configurations for a wide variety of customers. Joomla is a perfect framework for the micro small business owner that needs training and mentoring to work independently on building their web empire as well as the small business enterprise with complex Joomla configuration needs. 

There are several layers in deploying a Joomla CMS project.

• Planning and content architecture
• Template Design and graphics
• Components and Configurations
• User experience
• Customer Programming
• Legacy System Integrations
• SEO and Marketing
• Joomla User Training
• Ongoing Technical Support

Just to name a few... With any technology there are different points of entry depending on the experience and technical aptitude of the humans interacting with the system, the technical and business process requirements and the overall dynamics of the organization implementing the particular solution. We (our CNP Consultants) try to help folks "Get the most value out of their technology investment". Yea you will see this in our marketing but this is much more than hype. Value can be the key to success or failure.  Among the biggest mistakes we have seen folks make and even made ourselves are:

Common Mistake #1

Just because you can do something with technology does not always make it practical.

I have personally implemented many powerful tools that accomplish their intended functionality but they actually never get used to their full potential by the end customers. While these were fun for us to build as developers and to see something cool that works, it did not really serve any of us well since our clients customers do not use them and thus they have a significant investment they are net getting a return on and thus until this first investment is paid for they are not all that excited to engage us to build more stuff.

The key here is determining first the business priorities of the project and then making sure everyone is listening to the needs of the end customer or user. Hey sometime folks build web tools just for themselves. I know I often post blog articles with a lot of links I want to not only share but also refer back to and we put plenty of tools online that we want to use ourselves as much as we want to and share with our customers.  Just make sure you are clear why you are doing something and assess if it is going to deliver the right return on your investment.

Stay focused on what your customers are saying and what will yield the greatest return.

Technology implementation can be a never ending pit you throw money into, something that my father used to say about owning a luxury boat. If you are building your site for the shear ego of having a beautiful site with all kinds of creative features and functionality, have at it and of course we love to work with entrepreneurs with big ideas. However, like any relationship and any good investment a long term strategy is often much more practical. Our consulting customers get good advice about products and services that can grow their business or allow them to continue to get value from their investments. I have seen folks to often go for a quick sell and end up with dysfunctional customer relationships that ultimately cost more than the profit you made in the first place. Ask yourself many questions including "Is what I am doing today going to matter a year from now"? If you ask the right questions up front this can help you get the most out of your initiatives.

Technology is a moving target

One of the many reasons we got behind the Joomla CMS project as a core competency was because it was open source which offered freedom and scalable options for solving the greatest amount of business problems.  We took the gamble from the trends in the market place that Joomla would continue to grow with features and stability and that the developer community would continue to be attracted to the Joomla framework thus building more confidence in the market place. With a scalable platform that is built on open source code for use was great since we wanted to work with technology that sold itself and that we could support and expand upon it to meet the needs of the types of customers we wanted to attract.  Any kind of dynamic web portal project is a moving target and often needs to change course in mid stream. You have to keep good forward momentum yet listen to the trends in the marketplace so you can sail into the wind effectively. An innovative and scalable open source platform like Joomla is a perfect foundation for meeting this challenge.

But wait there is more...

A couple years ago, after a good year of working with Joomla we were looking for solutions that could actually help us build an all-in-one web based framework for managing our business in a Virtual Office Environment (everything accessible on the web). This is when after trying and implementing several CRM and project management tools ranging from SugarCRM to MS Project to SharePoint we found Info@hand CRBM. This was the perfect platform since it was open source code base and integrated with the Joomla CMS and QuickBooks. Now after 3 years of connecting the dots we have a powerful web infrastructure with "Complete transaction life cycle management" and "Customer Relationship Business Management". Very very very cool platform... we love it and so do many of the customers we have introduced to it. Though this system is also wired up with the DimDim.com conferencing and collaboration suite it also fills many gaps in client customer collaboration. These types of regular new innovations continue to add low cost of entry tools and value to the small business.

Sounds complicated but it is also very simple if you have time as your friend

What we have learned as "early adopters" is that there is much more to it than the technology if you are going to be successful. Complex Joomla Integrations are getting simpler as this platform evolves. The old carpenters saying get the right tool for the right job is very good advice.  Since there are so many tools now in our toolbox and we fully understand how they all can work together I know I can start talking about it and it does not take long to get that "deer in the headlights look" from a prospect. The trick here is making sure we establish a clear roadmap and strategy for implementing technologies that will bring the greatest reward to your business and value to our customers. This takes time and effort to get it right and should be done early on in your process.

Common Mistake #2

Just because you have the technology does not mean you should implement it.

The second most challenging aspect of implementing a complicated project is the thought process of "let's do it all at once".  I have often had clients that want to load up their sites with a ton of components and then they want to throw these new features out to their customers or workforce all at once. Well this is a huge horse pill that never gets swallowed. Hate to say it but until recently I have been guilty of this myself. There is a fine line between "Build it and they will come" and "Here take a bite and let me know if you like it".

Remember this is all about relationship management

I remember back in my days of dating that it only takes one or two words to "turn off" and scare someone away. Essentially this is a similar process we go through for attracting customers. While you want to make sure what you are presenting is honest and has substance you do not want to overload, overwhelm folks with more information than they are particularly interested in at the moment. You also want to put out information and web tools in a way that they want to have them presented. As in listen well and be a good conversationalist. Such is the case even more now with the Social Technology boon. I used to say "it is not hard to fall in love since people are impulsive by nature but the real challenge is falling in love with the right one". The same is true with technology. It can be easy to get excited about some new features and want to add them right away to your site just because they are cooler than the site next door. However,  every time you push something new out it may distract or turn off your customers.

In relationships of any kind they are best nurtured over time. Deploying technology is a complex multi dimensional relationship. Moving too fast has greater risk of failure for everyone involved. You actually have several relationships and processes that need careful consideration over time:

• Solutions: Customer Needs - Business Process Need - Technology Implementation
• Relationships: Vendor Teams - Client Teams - Customers

In Conclusion work smarter with a good plan

Plan carefully and gather the right information about your customers and how technology can get you the best results as it relates to your business strategy. Make sure you deploy solutions over time with good the right vendors and the right customers. These systems have enough complexity that you have to really keep your eye on the ball or you can and will often times fail. None of us want to waste time or money and the wrong decision in this economy could cost you business. Before you travel anywhere it is a good idea to get directions, a map or invest in a GPS. Why would you not want to invest in good quality consulting to help guide you along the path of implementing technology?

 

Value Builder Methodology

We have since built consulting practices to address these two common mistakes folks make with complex technology implementations. Yea sure we have to be geeks and able to wire all this stuff up and yes we do this well but the trick to getting value out of your technology is much more that the groovy tools we can dish out.  With a few exceptions, most of the technology these days is all ready built and what that means is there is a greater need for configuration and being able to map the humans with the technology in a way that will allow you to stay focused on your priorities. Just start asking yourself questions like: What actions will give the best long term results? What will put out the fires of tomorrow before they start? How can I make this profitable to my company and add unique benefits to my customers?This should help get you on the right path.

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