Posts Tagged ‘strategy’

My family moved into our new house last July and guess what? We’re not done with the unpacking and decorating. Yes, the new house is worlds better than our old house, all the furniture is in place, we have stuff on the walls, and most of the boxes are gone, but we’re not done and it’s taken months of tweaking to make the house fabulous.

Our move reminds me of every single website launch at Matrix Group. When a Project Manager reports that he or she will be done with a project when it launches, I warn that there could be weeks of tweaks and that we should just expect it. Here’s why:

Sometime, you just don’t don’t know where to put something until you’ve lived with it a while. I wish I could say that our information architecture process is perfect and we account for every piece of content, but it’s not and we don’t. Clients often have to live with a site for a few days or weeks before they figure out where everything should go. In the meantime, content doesn’t go up or it gets stored under some generic navigation called Resources. I feel like Resources is like our garage; there’s a lot of great stuff in there but it’s hard to find what you’re looking for and you know you need a better organization system.

The little tweaks can make all the difference in the world. The new master bathroom in our house is wonderful but it had a few problems. You had to walk inside to reach the light switch and the towel bar was several feet away from the shower. We were unhappy from the beginning but we didn’t know what we wanted or how to fix the problem. Then one day, my husband came home with a wireless outlet that he attached to the wall. Voila! We can now turn on the light before entering the bathroom! And a hook added to the wall just outside the shower solved the towel problem. Same with a website. We often need a few days or weeks of real users road testing the site before we can make the slight improvements to the flows and paths that make the site really great. For one client, we added a Google map link to a calendar application; it was amazing how much happiness 2 lines of code created.

You can’t finish decorating right away. Our new house is laid out in a very similar manner to the old house but nearly everything had to be re-arranged. Bookshelves got moved around the house, we re-arranged the closets, and the living room is completely different, even though the dimensions are the same and we didn’t buy new furniture. With website redesigns, small changes to the navigation sometimes means a total rework of the content and CMS. And clients often can’t conceive of how to “dress up” pages with images and formatting until they are live.

You’ll get more done if you throw a party. My mom always says that if you want your house to look good, throw a party. You’ll get the boxes unpacked, the pictures hung and the furniture arranged – just in time. When a client picks the launch date for their website, we ask if they will be unveiling the site at a conference or event. I love having a deadline tied to a conference because conferences don’t move, which means everyone hustle to get things done and it’s amazing how much content gets written right before the event and launch.

Anticipate the tweaks. At Matrix Group, we know that it takes time for clients to get comfortable with the new site, use its new functions and figure out what’s working and not working. Leslie Blum from Carolinas AGC calls them “iron outs” and she’s right on. It generally takes between 2-4 weeks to get the help text just right, all the new content loaded, and the integration use cases all worked out. So rather than fight the tweaks, we anticipate them and plan for them in our schedule. I will caution, however, that tweaking past 30 days can get counter-productive. You run the risk of the team losing steam and experiencing launch fatigue.

In the last 30 days, we’ve launched new sites for the Ironworkers, the American Society of Addiction Medicine and the Washington Building Congress. Although the sites look great, we’re still tweaking. :-)

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• Tags: project management, strategy, Web Design

During a meeting with other CEOs last month, I noticed that nobody pulled out their laptops; instead, every person with a device was using an iPad. At least two of my clients have said they’ve turned in their laptops in favor of tablets. And a mom friend says she manages her entire household with her blackberry.

In case you hadn’t noticed, the world is going mobile. Check out these amazing statistics:

• There are 5.3 billion mobile subscribers; that’s 77% of the world’s population.
• In the US, 25% of Web users are mobile only, meaning they only they use their mobile device(s) to access the Web.
• Global tablet sales are expected to top 80 million by the end of 2012.

Which is why I think every organization needs a mobile strategy. Here are my top recommendations for getting started:

Include Mobile in All Of Your Marketing and IT Activities

Over a dozen years ago, I urged clients to be the person in the room who always said, “what about the Web?” Today, appoint yourself as the person who says, “what about mobile?” Know what tools you have available in your mobile toolbox, including mobile stylesheets, mobile sites, text messaging, and apps. Talk to your customers and ask them if, how and when they access your website and e-mails on a mobile device.

Budget for Mobile Initiatives

I believe mobile needs its own line item in your budget or it needs to added to your marketing and IT activities. For example, do you have the hardware you need to view your website on an iPad, Android phone, iPhone, iPad or Android tablet? Be sure to ask your Web partner (like Matrix Group!) to help you budget for mobile, whether it’s developing an app for your convention, designing a mobile version of your website, or using text messages to generate traffic at your exhibit hall.

Planning a Website Redesign? Plan for a Responsive Design!

Here at Matrix Group, we’re really excited about building websites that look and behave differently depending on the size, platform and orientation of the device, including widescreen monitors, standard size monitors, tablets and smartphones. Responsive Web design uses a mix of flexible grids and layouts, images and javascript to customize the experience for the device. For example, if I’m looking at a website on a smartphone, the large branding area could disappear and the horizontal navigation might turn into vertical text navigation. If your organization is thinking of redesigning your website, please consider a responsive design. You will spend more time and money on wireframes and design, but the results will be worth it. Just imagine: less pinching and squinting for smartphone users and lots of gestures and swipes on tablets.

Pay Attention To Your Mobile Stats

As always, pay attention to your usage reports. Google Analytics has a whole, new set of reports that tell you what your mobile users are doing and what devices they are on. I’m using our usage reports to figure out what functions to include in a new mobile version of our MatrixMaxx software since we don’t believe mobile users want to use ALL database function.

How about you? What’s your organization’s mobile strategy? How are you getting started? What kind of results are you seeing?

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• Tags: Design, Information-Architecture, mobile, strategy

Even though Matrix Group has had a YouTube account for years now, we weren’t doing much with it. Well this past week, we finally, fully integrated this platform into our overall marketing and social media strategy by launching a new series called The Matrix Minute.

Why so late to the YouTube game? As I’ve explained before in previous blog posts and webinars, I believe that it’s important to create a layered experience across different media. In other words, don’t just post the same stuff to Facebook, Twitter, your website, YouTube, your blog, etc. Have an overall strategy, but take advantage of each site’s capabilities and culture to maximize followers across all platforms.

Until recently, we didn’t have a clear idea of how we wanted to incorporate YouTube into our marketing, sales and client engagement strategy. We had videos from Matrix Group staff events, but we had reserved our Facebook page for information and posts about the project we’re working on and corporate culture. I didn’t want to use YouTube as another place to promote corporate culture. And until we hired a new Marketing Coordinator, we didn’t have the bandwidth to staff an active YouTube channel properly.

But this past week, we launched The Matrix Minute, which is a series of interviews with in-house and outside experts who discuss web technologies, mobile technologies, social media, design and web development. Occasionally, we’ll feature local CEOs who will talk about leadership and what their organizations are doing to stay relevant and vibrant.

Here’s how the Matrix Minute fits into our overall sales and marketing strategy:

• As a company, we’re extremely committed to ongoing education for staff and clients so content-rich interviews make sense for us.
• It’s a way to showcase the expertise we have within the staff.
• It’s a way to leverage the expertise of our clients and partners.
• It’s a way to continue demonstrating thought leadership.
• We get to show off our video production capabilities.
• YouTube is owned by Google and Google favors keyword-rich videos and descriptions so the channel is good for search engine optimization (SEO).
• It’s a way to layer YouTube into our strategy in a way that’s new and different from what we’re doing on our website and social media.

The Matrix Minute has also been a lot of fun.  So far, I’ve been doing all of the interviews and I’m learning a ton. Ray Stankiewicz, New Biz Manager at Matrix Group, is the producer and Melissa Bader, Designer at Matrix Group, does the video editing.

We’ve got a half dozen interviews already online. For example, Jill Foster of Live Your Talk talks about videoblogging. Jennell Evans of Strategic Interactions shares her tips for managing remote teams. And Sherrie Bakshi of Matrix Group talks about why 2011 is the year to start a corporate blog.

BTW, we call it The Matrix Minute, but the interviews are usually 2-3 minutes long. 1 minute just didn’t provide enough time for a meaningful interview and Matrix Minutes sounded goofy.

I hope you’ll check us out on YouTube (http://www.youtube.com/MatrixGroup) and you’ll rate, comment and subscribe. Tell us what you think of our latest initiative!

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• Tags: marketing, Matrix Group, strategy, Video, YouTube

The Matrix Group running team wanted t-shirts for a couple of races this Spring and Summer. We ordered black running shirt with our logo printed using a sublimation process, meaning that instead of being an applique, the ink is fused into the shirt fibers. This ensures the shirt remains breathable and the logo will be long lasting. We ordered the shirts from a company Boombah. Unfortunately, the shirts were got had the logos applied with a Fusion process, which is essentially a high-end iron on transfer. The shirts look and feel like plastic.

We called Boombah to complain that we ordered shirts with a sublimation process, which, incidentally, is what our e-mail receipt says. The Boombah sales rep said something to the effect of “the sublimation process is only available for the white and gray shirts. Our receipts say sublimation as part of the template, but it’s wrong. Our website is very clear that you can’t get sublimation with the black shirts.” (Don’t get me started on what happened when I asked to speak with a manager or the owner. It was not good.)

Okay, forget that the invoice says sublimation. Boombah violated what I affectionately refer to as JP Rule #3: Never let your client make a mistake. In my mind, if we had called asking for black shirts with logos, the rep should have made sure we were crystal clear on the concept that sublimation, which is the nicer printing method, is NOT available for black shirts. Knowing that fusion on black makes for a crappy shirt, the rep should have at least tried to prevent us from making that mistake. Yes, we ultimately placed the order and we take responsibility. We paid for the shirts and promptly ordered a batch from another company.

Whether it’s shirts or websites, clients rely on their service providers for expertise and recommendations. It’s up to us to educate our clients, make sure they understand the options, make recommendations, and warn them if we think they’re about to make a mistake. Yes, clients ultimately need to make their own decisions and they are big boys and girls, but if we hold technical knowledge they don’t, shouldn’t we at least make sure they are aware of the impact of their choices?

Case in point. A new client was implementing MatrixMaxx, our association management software. Our main contact told us that the association didn’t need any company demographics as part of the setup. We questioned this decision several times and he maintained that no, the organization did not need to collect company data outside of contact information. Knowing this is wrong and a waste of an opportunity to gather member data, we took the issue to the VP. Without making it seem like we were going over the manager’s head, we let the VP know that we thought the organization could benefit from collecting additional data as part of the member profile and membership application. We even suggested a package of fields. Sure enough, the VP, who has a bigger picture view, agreed on the demographics. We *could* have dropped the issue after confirming with the manager. We would have had tons of documentation showing that the client rejected the additional fields so that if the client came back to us a year later, we’d be perfectly justified in charging extra money for a change order. But that behavior would have violated Rule #3.

We try to live Rule #3 and we don’t always succeed. There isn’t always clarity about what’s absolutely right and what’s absolutely wrong. We don’t always realize a decision will be the wrong one in the long run. And clients don’t always agree with us. BUT, I believe that we have an obligation to our clients to at least give it the old college try and help them not make mistakes.

How about you? Got any stories of a vendor who let you make a mistake or saved you from making a bad decision?

P.S. I have a total of 23 rules. I’ll try to blog about them all in the future. If you’d like a copy of the list, let me know.

• 6 Comments
• Tags: customer service, leadership, project management, strategy

My husband and I attended my son’s Cub Scout Blue and Gold Banquet earlier this week. At the end of the banquet, a representative from the National Capital Area Council of the Boy Scouts of America made a pitch for supporting the Boy Scouts with a financial gift. She did a nice job but what really convinced me was the brochure she handed out, which said:

For every 100 youth who join scouting

• 1 will use his Scouting skills to save a life
• 1 will use his Scouting skills to save his own life
• 18 will develop hobbies that will last throughout their adult life
• and on and on

Who are Boy Scouts?

• 72% of Rhodes Scholars
• 65% of the US Congress
• 65% of male college graduates
• 26 of the first 29 astronauts were Boy Scouts
• and on and on

Wow. With statistics like that, I’m keeping my son in Boy Scouts forever and I’m giving them money every year!

Here’s another compelling statistic I heard recently. I’m a member of Vistage, which is a membership organization for CEOs. Vistage says that their member companies consistently outperform non-member companies. Based on the coaching and resources I get from Vistage, I believe it. Vistage is a big commitment of time and money, but totally worth it.

How about you? What compelling statistics or facts can you share with your prospects to make them join your organization, become a customer or donate money?

• If you’re an accrediting body, can you point to the top organizations that are accredited and how accredited companies have better safety/graduation/success rates?
• If you’re a trade association, can you point to the top companies in the field that are members, your legislative record, and the success rate of your companies?
• If you’re a professional society, can you point to the job rate and salary levels of your members, your contributions to the profession, and your profession’s rank as a top career?
• If you’re a charity, can you point to your success in changing systemic problems?

In thinking again about the Boy Scouts, what was effective about the pitch was this: I wasn’t being sold on the activities of the Boy Scouts, I was being sold on the outcome. The message was clear: Enroll your son in Boy Scouts and this is what he can become. I’m sold.

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• Tags: branding, marketing, strategy

It seems everyone is hawking a good deal lately. A couple of people at Matrix Group recently got a 50% off deal from Groupon for a spa treatment. Earlier this week, AppSumo had a great deal on heat mapping software form CrazyEgg. Amazon has Daily Gold Box Deals. There are so many of these discount sites that there’s now a term for them: group coupon sites.

A recent article in the Vancouver Sun reports that “frugality (is) the top consumer trend in 2011.” After this long recession and with many people still feeling uncertain about the economy, it only makes sense that we’re all trying to make our dollar go further by looking out for sales and coupons.

I think that most people are looking for savings and value everywhere: when they’re shopping for clothes, booking travel, buying software, or registering for meetings. How does frugality affect your organization and what are you going to do about it? Here are some ideas:

• Offer more for the same price. If you’re loathe to discount, I don’t blame you. But since most people are looking for a deal or extra value, what extra thing can you offer? Last year, when we announced the Matrix Group webinar series, we offered four webinars for the price of three to people who registered for the entire series. It worked really well for us because we got a lot of registrations to all four events and clients got a deal.
• Create lightning deals. Most organizations offer an early bird registration fee. But what if you offered a steeper discount during just one day? Market the heck out of the deal, create some buzz and capture registrations early in the game. I call this the groupon strategy (I’m going to get sued for saying this, hope not).
• Offer discounts for PR. When I got my haircut at Salon DeZen the other day, the stylist offered me 10% off my bill if I checked into Yelp. Owner Maria Burns knows that a check-in or a great review are worth way more than the few dollars off she’s giving away.
• Create social deals. This idea isn’t new. In fact, it’s a classic campaign: refer a new member, registrant or purchaser and get a discount off your next bill. Encourage your clients and members to register for a meeting as a group and give them a break.

I have a feeling that frugality is going to get even more chic and popular. How will YOUR organization take advantage of this trend? What’s your discount/value strategy? What’s worked for you?

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• Tags: e-commerce, marketing, strategy

Every December, my husband Maki and I sit down and make decisions about our charitable giving. Once we’ve decided on the organizations and amounts, we go online and get everything done. What I’ve noticed is that most organizations have less than optimal donate pages or sections of their website. Here’s what I want from a Donate page:

• Why I should give
• What my money supports
• An easy way to make a donation, preferably without having to create a login
• If using a third party payment gateway or network, make it really clear to me what I’m going to see on my credit card statement
• A statement that you won’t rent or sell my information to other charities

Instead, what I usually find is a simple e-commerce form that simply asks me for my credit card information! What a waste of an opportunity to make the case for giving!

So I scoured the Web and looked for effective donation pages. Here are some I love:

Johns Hopkins Giving – This is a microsite devoted entirely to giving. I like the navigation: Why Give, Where to Give, How to Give, Calendar. I also like the branding area, which has great stories about Hopkins students and professors and doesn’t rotate too quickly.

United Way – I like the chart on the left that shows the percentage of a donation that goes to administrative costs vs. program costs. I like this label: Our work in education, income and health.

Red Cross – Instead of one big form, the first page of the Red Cross donation form lets me designate where my donation will go, e.g., disaster relief, military families, local chapter, unrestricted funds.

Humane Society – I like how the donation process starts on the home page through a simple form, then continues to a larger form. I think it’s effective to call donors heroes who stand up for animal rights.

How about you? What are your favorite donation pages? Got any examples of donation page disasters?

• 3 Comments
• Tags: strategy, Web Design

I’m having a baby tomorrow (maybe sooner, we’ll see) and then I’ll be home with baby Marcus John.  For a few weeks at least, I’ll be dealing with lack of sleep, no set routine, and hundreds of diaper changes.  The big questions that always pop up when speaking with family, friends, staff, clients and vendors are:  How much time are you taking off and how will your office survive without you?

The answer to the first question (how much time are you taking off?) is not clear cut.  When you’re a small business owner, you can’t exactly just disappear for a few months. When you’re the owner, the business is your baby, it’s part of your life and your identity.  That said, I’m giving myself the flexibility to work as much or as little as I want, come in when I feel I need to, and decide when I’m ready to come back to the office full-time.

The answer to the second question (how will the office survive without you?) is “Just fine, thank you very much.”  In fact, just like the last time I was out with my first son, I expect the office to thrive. Here’s what I’ve done to prepare myself and the office for my absence:

What Is It That Only I Do, or Can Do, At the Office?

When I first announced to my management team that I was going to have a baby, the questions I asked of myself, the Directors and Project Managers was: “What is it that I do, that only I can do, that you rely on me to do?”  Then we got to work documenting the list and figuring out a plan for getting those tasks done in my absence.

For example, I review the monthly billing reports after the Project Managers (PMs) have reviewed them to double check that we are properly marking work as billable or unbillable.  Over a period of a couple of weeks, I went over dozens of reports with the PMs, discussed why I question certain items and provided suggestions for how to handle ambiguous items and make sure clients are never surprised by their invoices.  The Director of Client Services will also now review invoices in my absence.

Documenting What’s in JP’s Brain

When you’ve been in the Web business for as long as I have (since 1994 but please don’t try to calculate my age!) and when you’re responsible for landing a lot of the company’s business, you just accumulate a lot of knowledge about clients, process, and projects. Even though I use our intranet religiously to document all of my communications with clients and prospects, there’s just a lot of knowledge that I carry around in my brain.

So over the past few months, I worked with my team to document the strategies, best practices, and potential land mines I’ve encountered while working on myriad projects. I paid special attention to the project components that I tend to spearhead, including Goals and Personas, Content Strategy, Integration with a Back Office CRM (customer relationship management system) or AMS (association management system), CMS (content management system) reviews, and Social Media.  These are now called PM Guides and they live in our wiki. All staff are encouraged to modify them as needed.  The guides are reviewed before the start of each project, and the PMs are loving the sample agendas and notes for running meetings. Read the rest of this entry

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• Tags: Matrix Group, project management, strategy

Every week, I check out the usage reports for the Matrix Group Web site and blog. I also look closely at the analytics reports from Facebook for our Facebook fan page.  In the last year, traffic on this blog has overtaken the traffic on the public Web site.  And as we increase the number of fans on our Facebook page, our interactions have grown steadily as well.

A recent article in Ad Age explores how some of the top consumer brands have Facebook pages with a fan base and interactions that far outstrip that of their official Web sites. Starbucks has 12.9M fans; Coke has nearly 11M fans; Oreo has 8.9M fans.  Of the companies in the article, only Starbucks has steadily increasing Web traffic.

All of this got me thinking:  What happens when an organization’s blog, Facebook, Twitter or other social media page gets more traffic than the official Web site? Is this the ultimate goal for marketers?  Is traffic on a social media site worth as much as traffic on a company Web site?  Does this increased traffic ultimately lead to more customers and sales?

I have clients who worry about redirecting traffic to social media pages, for fear of losing control over the conversations, not owning the Web property, or that the interactions are not quite official enough.  Others hold their social media stats in the highest regard.  Most of us  wonder what it really means when somebody chooses to “like” our fan pages.

How to make sense of all this?  Here are some thoughts:

• If your Facebook page is getting increased traffic and interactions, while traffic on your regular Web site is on the decline, ask yourself, “What is it about my Facebook page that’s working?  What’s making people “like” us, click through to articles and comment?  What are the lessons for content and opportunities for interaction on our official Web site?”
• Your goal should be to have your Web site, Facebook page, Twitter page, blog, e-mail campaigns, microsites, etc., all be part of an integrated strategy where each Web property is complementing the others and encouraging cross traffic.
• Ultimately, the goal should be conversions, whether that means more sales, more subscribers, more members or more donations.  Your goals should never be about traffic on specific platforms; that’s just a tactic.
• You need a way to track the effectiveness of followers, likes, clicks and fans across the different platforms.  Use tracking codes, cookies and marketing codes to determine which platforms are really helping your business to thrive.

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• Tags: Blog, Facebook, marketing, social networking, strategy

10 days ago, the Matrix Group Facebook fan page had 280 fans.  As of tonight, we have 576 fans, more than double our starting number. How did we do it?  We launched a campaign and created an incentive for people to “Like” us.

The Background

Matrix Group has had a Facebook fan page for a couple of years now and we had been slowly building up our fan base. We did all the usual things to generate new fans: we let our customers know about our Facebook page, we linked to it from our Web site and blog, we asked staff to invite their friends to “like” us, we included the link in staff e-mail signatures, and we asked our Twitter followers to fan us.

I had recently read an article about how the Weekly World News got to 40,310 fans in 4 days (up from 3,244 fans!) and got inspired to launch our own campaign.  Weekly World News offered an exclusive video, they changed their ad daily, they did A/B testing on their ads and they leveraged their huge user base.  But what kind of incentive could we offer?  Unlike Snapfish, the photo printing site, which recently offered a coupon for a free 8 x 10 photo collage for “liking” its fan page, Matrix Group doesn’t have products to offer.  And we don’t have a customer base of tens or hundreds of thousands of people.

The Campaign

We decided to use good, old-fashioned corporate philanthropy to incentivize people to “like” us.  The campaign was incredibly simple:  we would donate $10 to a specific charity for every new fan we got between June 21 and June 30.  We selected the National Park Foundation’s (NPF) Disaster Recovery Fund in the Gulf to be recipient of our campaign.  NPF is a Matrix Group client and the entire Matrix Group staff, like the rest of the country, is upset about the Gulf oil spill.  Selecting this fund only made sense for us.  BTW, we put a time limit on the campaign because we know that people are more likely to act when they have a deadline; hence the June 30 end date for the campaign.
Read the rest of this entry

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• Tags: Facebook, marketing, Matrix Group, strategy