Sourcing a CMS

Katherine Hensley for

• The organization itself
• How is the current CMS used and by whom?
• What are the major pain points or limitations?
• Are there features that are beloved?
• How does the CMS integrate into gallery operations?

Phase 1 - Understanding

• Who's in the room?
• Dreaming big vs. MVP
• LMS, AMS, DAMS, and room to grow
• Scoping the Product and the Project
• Leveraging existing resources

Phase 2 - Scope

• Researching prospects
• Initial conversations
• Demos
• Understanding migration/deployment timeline
• Building consensus 
• Setting expectations

Phase 3 - CFP

• The real planning begins
• Scheduling
• Migration/Testing/Training/Acclimation
• Expect the unexpected
• Start as you mean to go on
• Document everything

Phase 4 - Implementation