ECC Board of Trustees

Executive Summary

Date: 4/12/18 Subcommittee: Marketing and Institutional Advancement Agenda Item: RFP Award for Consultation, Design and Configuration of the College Content Management System and Website Redesign This item is for: For Board's Approval Backup Documentation: Attached to this document

Background Information:

The Marketing & Communications Office issued a RFP for Consultation, Design and Configuration of the College Content Management System and Website Redesign. The College received proposals from fourteen vendors. Based on a review and evaluation of the responses by an internal committee it was mutually agreed to recommend the joint proposal submitted by OmniUpdate (content management system) and iFactory (web design services).

Reasons for Recommendation:

Based on the criteria of: strength of the content management system, experience of both partners working with and understanding the needs of higher education (particularly two-year community colleges), and cost and value to the College, OmniUpdate and iFactory ranked higher than all other submissions.

Fiscal Implications:

iFactory Design services: not to exceed $85,000 OmniUpdate Content Management Services Annual Contract: not to exceed $40,000 per year (3 year contract)

Funding for the initial down payment will be allocated through the existing 2017-2018 Marketing & Communications budget. The remaining payment will be allocated through the 2018-2019 capital and college operating budgets.

Consequences of Negative Action:

Diminished opportunities to improve the user experience on the College’s web site through enhanced visual design, intuitive site navigation, and ADA accessibility. Diminished opportunities to track results of targeted marketing campaigns through web site traffic.

Steps Following Approval:

Present recommendation to the Erie County Legislature’s Community Enrichment Committee for approval. Submit terms and acceptance letter to Erie County Attorney for review and approval as to form. Complete signature process.

Contact Information If Any Questions:

Paula Sandy, Director of Marketing and Communications 716-851-1868, [email protected]

OmniUpdate and iFactory Proposal For:

Response for Request for Proposal:

Consultation, Design and

Configuration of the College

Content Management System

and Website Redesign

Due Date: March 19, 2018 ELECTRONIC COPY

omniupdate.com

Cover Letter

March 19, 2018

Dear Paula and the Erie team,

On behalf of the entire staff at OmniUpdate, I’d like to thank you for this opportunity to respond to SUNY Erie Community College’s (ECC) Request for Proposal for Consultation, Design, and Configuration of the College Content Management System and Website Redesign. We understand that you are planning a major site rebuild in order to address a number of issues with the current content management system (CMS), Ektron, and to deliver a better user experience for prospective and current students, and other members of the ECC community. To meet your redesign and CMS needs, OmniUpdate proposes joining forces with our partner iFactory, to build a responsive website to help you market your programs to potential students, as well as implement a user-friendly CMS to make it easy for all your users to create, update, publish and manage content on your website.

At OmniUpdate, we have been working with SUNY schools since 2007. Currently, nearly one-third of all SUNY campuses trust OU Campus as their CMS of choice. Over the past ten- plus years, we have developed a true partnership with SUNY schools across the state, empowering SUNY web professional to not only effectively manage their websites, but also create web content that truly showcases the unique qualities of their institution. See how Stony Brook University has leveraged the power of OU Campus to spotlight alumni achievement with their 40 Under Forty website (stonybrook.edu/40underforty/).

On this proposal, OmniUpdate is partnering with iFactory. OmniUpdate has developed a great partnership with iFactory over the years. We have collaborated on numerous college and university websites to create a design and CMS experience that represents each institution. iFactory is unique in that they have worked with Higher Education clients for much of their 25-year history. This history gives them an understanding of the unique organizational structure within many Colleges and Universities. iFactory is a partner in all things and become an extension of your team, spending the time to get to know your internal structure as well as identify and research all external users of the site. With a focus on your site’s users and their goals, as well as your internal business objectives, iFactory can develop a strategy for the site that will achieve the project goals.

After your new designs are finalized, the OmniUpdate staff will implement your responsive and WCAG 2.0 AA compliant designs into OU Campus, our CMS designed exclusively for higher education. With OU Campus, all of your users, both technical and non-technical, will be able to quickly edit and publish pages to the live website Our intuitive, graphical

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interface makes it easy for non-technical users to create and edit pages, and insert images, video, social media, forms, and more. More technical users have the ability to easily edit code, add or adjust templates, and customize functionality. As a true platform solution, OU Campus offers many advanced solutions designed specifically for higher education including Faculty Directory, Course Catalog, and Emergency Alerts. Plus, OU Campus is fully extensible, so ECC can integrate with any of your existing campus solutions.

At OmniUpdate we recognize the importance of having an accessible website. That is why we have and continue to invest in accessibility tools and checks that are available within the OU Campus interface. Included in your purchase of OU Campus is both our built-in accessibility checker that supports Section 508 and WCAG 2.0 (Levels A through AAA) accessibility guidelines and OU Insights, a module that continually performs a thorough analysis of a website and reports broken links and misspellings, as well as ADA accessibility and SEO problems. With the accessibility checker and OU Insights, you will have the tools necessary to ensure that the ECC website is accessible for all your visitors.

Additionally, with our Software-as-a-Service (SaaS) deployment of OU Campus, ECC can find peace of mind in the fact that OmniUpdate handles the installation, upgrades, updates, and maintenance of OU Campus in the cloud. We also take care of the server hardware and infrastructure, so your team can focus your financial and human resources on the projects that matter the most to you.

As you consider this proposal, please feel free to reach out to me at any time with any questions that might arise. I am here to work with you to come up with the best solution for ECC. We look forward to collaborating with SUNY Erie Community College!

Sincerely,

Justin Brantley

Sales Director, OmniUpdate [email protected] 513.512.0048

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Table of Contents

Cover Letter ...... 2 Who We Are ...... 6 What is OU Campus? ...... 7 Responses ...... 8 1. A Detailed Description ...... 8 2. Background, History, and Expertise ...... 11 3. Staff Listing ...... 14 OmniUpdate Team ...... 14 iFactory Team ...... 18 4. References ...... 26 OmniUpdate References ...... 26 iFactory References ...... 27 5. Samples of similar work ...... 28 6. Itemized Project Budget ...... 36 iFactory Budget ...... 36 OmniUpdate Budget ...... 38 Timeline ...... 40 7. Evaluation process and timeline ...... 40 iFactory Process ...... 40 OmniUpdate Process ...... 55 8. Solutions, Timelines & Cost ...... 57 9. Editorial Calendar & Workflow ...... 59 10. Content Migration ...... 60 11. Cloud Based Hosting ...... 60 12. Training ...... 60 13. Capabilities and Requirements ...... 64 Content Creation and Editing ...... 64 Meta Data Management ...... 69 Social Media ...... 70 4

SEO ...... 72 Accessibility ...... 74 Analytics ...... 76 Design and Templates ...... 79 Navigation ...... 81 Roles and Users ...... 82 Workflow and Governance...... 84 Integration ...... 88 Appendix A: Sample Statement of Work ...... 90 Appendix B: OmniUpdate Service Level Agreement –Software-as-a-Service License ...... 92 Exhibit B ...... 101

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Who We Are

At OmniUpdate, we're a diverse team of passionate individuals who are dedicated to making the lives of our customers easier through technology and innovation. Our roots in the software development industry were planted back in the early 1980s, and we entered the web content management system (CMS) market in 2001 with what would become our best-selling solution, OU Campus™—a web-based, feature-rich CMS designed specifically for the higher education community. Since then, we've become the leading web CMS provider for higher education.

Our business is driven by five core pillars: Focus on higher education While our competitors have chosen to compete in multiple verticals, we have made the strategic decision to focus exclusively on colleges and universities just like ECC. We have conducted primary research into the needs of students, parents and administrators. We know the higher education ecosystem and all the relevant regulations. OU Campus is the only CMS focused exclusively on you. Industry Leadership Over the last 17 years, we have become the most used CMS in higher education. Because of our scale, we can invest more than our competitors in R&D; more in Customer Support; and more in innovation. We work with more higher education partners and industry experts than any other CMS provider. Plus, we host by far the largest user conference every year. We keep investing in order to help you—and us—learn, share, and grow. Customer Support At OmniUpdate, customer support is in our DNA. Based right here in the U.S., our Customer Support team is three times larger than our nearest competitor. Our award-winning team has a zero on-hold phone policy and a 30-minute average response time for tickets. Ease of Use We focus relentlessly on the user experience because we know how important it is for OU Campus to be intuitive for all your users, regardless of technical ability. We sift through massive amounts of usage data and work with customer-led focus groups to perfect OU Campus and its ease of use for everyone's benefit. Total Solution Our professional services team will work with you every step of the way through implementation -- we’ve performed hundreds over the years. As your content management needs grow, we will grow with you, through added modules, external apps, and open APIs that allow for deep integration and customization. Plus, with our GitHub repository, you can even add functionality and modules on your own for free with starter code.

With over 70 full-time employees dedicated to making the best CMS around, we’ve seen all the web content management challenges there are and with our experience, we can help ECC successfully manage your site, too. 6

What is OU Campus?

OU Campus, OmniUpdate’s enterprise web content management solution designed exclusively for higher education, enables authorized staff to make the changes necessary to keep your web presence fresh, accurate, and up-to-date. At the heart of the system is a file permission and approval process, giving administrators the ability to assign editing privileges to authorized contributors. Additional control is built into the multi-stage workflow/approval system. OU Campus offers administrators an easy to use role-based privilege system allowing a wide variety of users with varied skill sets access to the appropriate content. OU Campus is completely Internet browser-based and requires no separate application to be installed.

OU Campus provides a platform for long-term content development and accountability, empowering content contributors with an intuitive editing interface while providing administrators a flexible environment to create customized solutions for all campus departments.

Many colleges and universities use OU Campus to create, edit, publish and manage their websites, including the following SUNY schools:

• Alfred State College • Niagara County Community College

• Binghamton University • North Country Community College

• Clinton Community College • Stony Brook University

• Downstate Medical Center • SUNY Cobleskill

• Dutchess Community College • SUNY Delhi

• Farmingdale State College • Suffolk County Community College

• Fashion Institute of Technology • The College at Brockport

• Nassau Community College • Ulster Community College

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Responses 1. A Detailed Description

A detailed description of responses to the requirements and how responses will best help SUNY Erie achieve the goals and objectives of this RFP.

Introduction At OmniUpdate, we understand that ECC is undergoing a major website change and is seeking the joint services of a CMS provider and website design firm. That is why we are teaming up with our partner, iFactory, to offer you a complete website solution including a comprehensive redesign and new CMS. As an expert in higher education iFactory will lead ECC through the design process to create a site that showcases your programs to attract potential students. Once iFactory and ECC have finalized the design, the OmniUpdate team will fully implement the new designs and train your users in OU Campus.

Design

iFactory has itendtified the various goals and requirements and developed solutions that would ultimately help reach your goals and objectives:

• Responsive Design – iFactory incorporates responsive design in each and every site we launch. We will design a responsive framework and deliver mockups in mobile sizes for approval. Full process in the section below.

• Newly designed homepage and 10 -12 key landing pages – per the Q&A ‘fewer templates are acceptable as long as they are flexible enough to meet the needs of the specified intent of each area of the website’ To save budget for SUNY Erie we proposed a homepage template, 2 TBD templates to be decided during ‘Discovery’ and Design, and one modular template with flexible ‘objects’ to create a variety of pages. With these templates you will also have the OmniUpdate ‘out of the box’ modules designed in your approved ‘look and feel’. These elements will give your team the necessary tools to create unique pages to meet your needs.

• Improved navigation throughout the site – By creating User Personas of your identified user audiences, the site will be architected to create a user friendly navigation with clear pathways for users. 8

• Website design with a variety of features, widgets, modules that are flexible to accommodate the changing needs of the College – Our scope includes the design elements needed to create a variety of templates to accommodate changing needs of the college

• Clear messaging and engaging design – Through ‘Discovery’ and Art Direction we will uncover SUNY Erie’s messaging and design elements that convey your unique brand.

• Extend SUNY Erie’s brand assets and design elements – We have extensive experience working with Higher Education and their established brand assets

• The chosen Vendor must demonstrate they have an understanding of the needs of SUNY Erie and its stakeholders. The work done by the partners should be customized to SUNY Erie and its stakeholders needs and should be designed to fit SUNY Erie (not a modified general template) – Our ‘Discovery’ process will give our Web Strategist a clear and unique picture of who SUNY Erie Community College is. Our process includes interviewing Stakeholders and conducting a user survey which will inform our Strategic plan. The Strategic plan and subsequent Art Direction will be customized to your unique message. Nothing about our process is ‘generalized’ or template, SUNY Erie’s wireframes, designs, modules, user personas, etc. will all be based upon what we’ve learned from YOU. Content Management System

As a full-service CMS vendor, the OmniUpdate team will plan and develop your instance of OU Campus using your newly redesigned responsive and compliant designs provided by iFactory, advise on best practices for migration, and provide training for your administrators and trainers. At OmniUpdate, we build custom templates based on your designs. Our robust template structure based on HTML/CSS/etc. and XSL makes any code deployment or changes quick and easy for the ECC team. We will work closely with you to ensure that ECC’s deployment of OU Campus is customized to your needs and is ready-to-use at site go-live. Once implemented, our award-winning Customer Success team will be available to provide technical support and answer any questions that may arise.

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With our Software-as-a-Service (SaaS) deployment of OU Campus, ECC can find peace of mind in the fact that OmniUpdate handles the installation, upgrades, updates, and maintenance of OU Campus in the cloud. We also take care of the server hardware and infrastructure, so your team can focus your financial and human resources on the projects that matter the most to you. Additionally, OmniUpdate can arrange production web server hosting through one of our trusted hosting partners. All of our hosting partners offer industry standard security and disaster recovery.

With OU Campus, all of your users have the tools at their fingertips to get the job done. Our intuitive WYSIWYG editor allows content editors to easily make the edits they need. As changes are made, they can be entered into a seamless workflow approval process before publication, so you can be sure that your content is vetted before it goes live. Plus, using our scheduling features, ECC can implement your editorial calendar. Users can schedule for content to be updated or expired and receive automatic reminders alerting them for the need for changes. And, with our centrally located reusable content features, content changes can be made once and applied everywhere, so you no longer have to worry about errors or missing information.

Moreover, OU Campus enables ECC’s marketers to have control over items such as URLs, analytics, and SEO. OU Campus provides marketers with the ability to create and track URLs that are keyword, search, and user friendly. ECC marketers have complete control over the filenames, allowing your site to have user- and SEO- friendly URLs. Plus, OU Insights (included in your purchase) analyzes your site and gives SEO recommendations for topics including duplicate titles, missing titles, long titles, short titles, duplicate descriptions, and missing descriptions. This ensures that all your pages are optimized for high search rankings.

Some of the other great out-of-the-box features with OU Campus include:

• WYSIWYG Editor • Image galleries and • Drag-and-drop Image editing • In-context editing • New Page Wizards • Instant Publishing • Multi-Output • Multi-Browser • Multi-Channel Preview Preview Output

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• Spell Check • Link Check • Accessibility Check • Flexible Workflows • Versioning • Multi-Target Publish • Source Code Editing • WebDAV integration • APIs • Social media • 11 Customizable • Integration with integration user levels Google Analytics • Reusable Assets • Robust Permissions • Forms

Additionally, OU Campus includes a number of features to help ECC keep your site accessible for all users. Our built-in accessibility checker supports Section 508 and WCAG 2.0 (Levels A through AAA) accessibility guidelines. We are also including OU Insights, our module that continually performs a thorough analysis of a website and reports broken links and misspellings, as well as ADA accessibility and SEO problems. With the accessibility checker and OU Insights, you will have the tools necessary to ensure that the ECC website is accessible for all your visitors.

With the OU Campus platform, ECC can take advantage of all the functionality you require including course catalog, campus calendar, faculty directory, emergency alerts, and more. Plus, OU Campus seamlessly integrates with third-party web services and applications and other databases, so that you can pull all the information and data you need into the CMS.

By teaming with iFactory and OmniUpdate, leaders in higher education, you can rest assured knowing that your website goals will not only be met, but exceeded.

2. Background, History, and Expertise

An outline of both firms’ background and experience including the year the partner companies were founded, along with a brief history of each company.

OmniUpdate’s History OmniUpdate was founded in 1982 and incorporated in California by software pioneers Tom Nalevanko and Yves Lempereur. With a series of best-selling software products like desktop applications MacFlow™ and WinFlow™, the company broke new ground in several key areas, including network file exchange protocols and human interface.

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In the early 90s, President and CEO Lance Merker joined the team, refocusing our company’s strengths in the web applications marketplace. In 2001 we entered the web content management system (CMS) market with what would become our best- selling solution, OU Campus™—a web-based, feature-rich CMS designed specifically for the higher education community.

OmniUpdate Background and Expertise Since 2001, we've become the leading web CMS provider for higher education. With the most higher education customers, we understand the higher education business and its challenges better than any other CMS provider. We continue to develop and offer the most innovative solutions in the industry, and we have an unwavering commitment to provide a superior customer experience, resulting in unrivaled customer retention and satisfaction. Our awards for product and customer service year after year are proof of that commitment.

Over the past 15-plus years, we have implemented thousands of websites for hundreds of colleges and universities. With nearly 100,000 users of OU Campus, we have a well-established community of higher education professionals. Through our user experience research, user feedback forum, user training conferences, and regular interactions with our customers, we are always listening for the challenges that the higher education community faces in order to continue to expand our platform to meet your evolving needs.

Our ecosystem includes the most higher education partners and industry experts, including leading marketing, recruitment, web design, and technology companies. This ecosystem combined with our industry expertise makes us a total solution provider. We offer as much help as you need—from creating custom templates, migrating your content, and deciding on deployment and hosting, to in-depth training, on-going support, and so much more. We're not just a vendor, we're your partner. iFactory’s History

Founded in 1992, our mission is to serve schools, publishers and not-for-profit institutions through the conception and execution of innovative, inspiring, and intelligent interactive solutions.

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We do our best work for top-tier organizations who require interactive strategy, architecture, design, and development of the highest caliber.

As the Boston area’s longest serving interactive agency, we have for decades helped to develop core processes and methodologies used throughout the profession. iFactory’s Experience and Expertise

For over 20 years, we have served higher education, publishing, mission-driven not- for-profits, and healthcare.

• Over 400 successful client relationships throughout the US and Europe • 90% client return rate for additional engagements • Fusion of interactive technology and design • Focus on organizations who do good in the world • Deliver highly usable, bulletproof technical solutions • Innovate and create best practices using thinking from all verticals • 25 Full-time web professionals, over 75 full-time integrated communications staff • Average experience level; 10+ years in interactive experience iFactory was acquired in 2004 by the RDW Group, New England’s largest independent agency located in Providence, RI. RDW is a privately-held, profitable business that has thrived for over 25 years. iFactory currently is located at 87 Summer Street, Boston, we also have an office of Drupal Developers located in Portland, Maine.

We are driven by partnership. While many companies can produce websites, we believe the best solutions emerge when we align cultures with our clients, understand how you work, and partner through a process of discovery together.

Becoming an extension of your team allows us to tailor creative solutions that solve your problems in a way that reflects the essence of your core values and mission.

To make partnership work, Account Services Managers, Producers, and Lead Practitioners are committed to being in constant communication, augmenting and complementing your core team.

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3. Staff Listing

Provide a detailed listing of staff expected to be involved in the project, including project managers and design team members. Provide a brief summary of their relevant training and work experience related to the proposed project.

OmniUpdate Team The OmniUpdate team will work with ECC at every step of the way. All of our team members are highly trained professionals who have extensive knowledge of OU Campus and spend all their time working to meet the needs of higher education professionals. Many members of our team have worked together for many years to ensure customer satisfaction at every step of the way, from planning to implementation, training, and support.

Account Managers

Justin Brantley, Sales Director

Justin is OmniUpdate’s Sales Director for the US North Region. With over 7 years of experience in higher education, he has a passion for helping institutions achieve their specific goals such as increasing student enrollment, aiding in direct marketing efforts, and enabling schools to use their website most effectively. He will work with ECC to come up with the solution that is right for you.

Michael Monina, Senior Account Manager

Michael Monina joined OmniUpdate in 2001 and has become an integral part of a team that developed a software-as-a- service (SaaS) model for web content management. He has been instrumental in developing the company’s focus on higher education. His current responsibilities are as a Senior Account Director. Michael has extensive experience with

assisting customers achieve their website goals and objectives.

Implementation Our experienced Implementation team is tasked with ensuring that your project is completed smoothly and professionally. Your team will have full access to our

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Professional Services team, which is fully equipped to answer and questions and solve any issues you may have during our implementation process. OmniUpdate’s implementation process includes three phases for the successful completion of your OU Campus CMS deployment: Planning, Development, and Transition to Support.

Dennis Esguerra, Vice President of Customer Success

Dennis leads the OmniUpdate team to oversee the entire customer journey from implementation, training and long- term support. In his role, he is focused on ensuring your school’s entire OU Campus experience not only meets but exceeds your expectations. As Vice President of Customer Success, Dennis will work with his team to ensure you

maximize the benefits of OU Campus, address any questions you may have in a timely and professional manner, and most importantly, ensure your overall success with the use of OU Campus!

Marcel Ayers, Director of Web Development

As the Director of Web Development, Marcel is responsible for overseeing the implementation process from start to finish. He works closely with project management, delivery managers, and web developers to ensure the successful rollout of OU Campus for your institution. He has overseen the successful onboarding of over 250 institutions and implementation of over a thousand CMS projects.

Delivery Managers One of our highly experienced Delivery Managers is chosen to best match your institution’s needs to their unique talents. Tim Ballard, Julia Baker, and Christian Nightingale are skilled project managers with outstanding customer service relations. Your Delivery Manager is responsible for all communications with regard to the implementation process and your day-to-day requests. They oversee the process in which your website is integrated into OU Campus.

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Tim Ballard, Delivery Manager

In his role as Delivery Manager, Tim is responsible for all of the day-to-day communication with ECC during the implementation process. Tim has immense experience as a CMS expert, having worked with businesses and their technical teams in order to effectively communicate with clients and complete projects efficiently. He will oversee your website’s transition into OU Campus, allowing your project to fall in line with your goals and answering any questions you may have along the way.

Julia Baker, Delivery Manager

Julia joined the OmniUpdate team in 2013 and has more than eight years of customer service, project management, and web experience. In her different roles at OmniUpdate, Julia has worked on hundreds of projects. As your Delivery Manager she will collaborate with your team to ensure that your implementation is completed in a professional and timely manner and meets all your expectations.

Christian Nightingale, Delivery Manager

In his role as Delivery Manager, Christian is responsible for communication with your institution regarding any questions or concerns you may have. With more than two decades of experience in client relations, Christian will be readily available to ECC during the implementation phase and will respond to day to day requests in a timely and professional manner. With his excellent customer service and interpersonal skills, he will help ECC transition into OU Campus as simple and efficiently as possible.

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Training Our Training Team is responsible for coordinating and conducting training on OU Campus for your staff. Our trainers will empower your team by demonstrating the features of OU Campus and how your staff will use them on a day-to-day basis. They work with your staff to ensure you feel comfortable using OU Campus so that you can share your newly acquired knowledge with your end users.

Barbara McQuillan, Software Trainer

Barbara arrived at OmniUpdate in June of 2017 with a decade of instructional design and presentation experience as a high school physics teacher. She has loved her transition into customer- and employee- training because the curriculum is immediately applicable to the learner’s job success. In her free time, Barbara continues to hone her technical skills in web design and development to grow her knowledge to be your go- to resource.

Brandon Scheirman, Software Trainer

As a Software Trainer at OmniUpdate, Brandon’s primary goal is to make you feel comfortable and empowered as you start working with OU Campus. With a background in communication and three years’ experience in OmniUpdate’s Training department, he will work hard to ensure your questions are answered and your curiosities are satisfied; he guarantees you’ll have fun doing it.

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Support Your Customer Success team of in-house OmniUpdate employees is readily available to help you with any OU Campus questions or concerns. Their zero-hold phone policy ensures that you receive help when it’s needed.

Robert Kiffe, Alejandra Christopher Gezelle Omar Flores, Customer, Iorgulescu, Zack, Segundera, Customer Support Lead Customer Lead Customer Customer Support Engineer Support Support Support Technician Technician Technician Specialist

iFactory Team

Andrea Palumbo, Senior Producer

“Once you establish a partnership with your client, the project becomes truly rewarding. It creates a healthy project environment and can make each step in the process more efficient and enjoyable.” Role and Experience Producer, project manager, day-to-day contact. Six years experience in account services, project management, and marketing Higher Education Clients

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Boulder Valley School District, Santa Barbara Community College, Oakland University William Beaumont School of Medicine, Touro University Nevada, Illinois Valley Community College, Elgin Community College Clients Partners Education BSBA Endicott College, International Business

Pete Gaioni, VP, Account Services/Strategy

“I honestly love my job. I get immense satisfaction out of talking to my clients, hearing what keeps them up at night, discovering how their organizations work, and passing along a good overview of mission critical priorities in context to my team. Perhaps my favorite part of my job is talking to users – interviews, focus groups, surveys – and figuring out how to balance their needs with organizational priorities.”

Role and Experience Strategist and Account Services. 12 years of experience in both web and traditional marketing within a variety of vertical markets to include Higher Ed, not-for-profit, healthcare, and consumer electronics.

Higher Education Clients Stanford Graduate School of Business, Washington University St. Louis, Community College of Philadelphia, Community College of Baltimore, Princeton, Cornell Johnson, UNC Kenan-Flagler, BU Law, Yale, Eastern Virginia Medical School, Harvard, Northeastern, Wheelock, Plymouth State

Clients Graduate Management Admissions Council, IMD-Drucker

Education BA Brown University

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Caroline Roberts, Content Strategist

“Content strategy is my dream job because I get to learn a little about everything. Through working with website content, I’ve taken crash courses in the American legal system, information technology, personal finance, the United States military, and even extreme sports. With every project, I look forward to learning something new.”

Role and Experience Content strategy, writing, editing, inbound marketing. Number of years in industry: 16 years in web writing, content management, and content strategy

Higher Education Clients Bennington College, Franklin Pierce University, Lansing Community College, New England Law School, Phillips Exeter Academy, Rutgers Undergraduate Admissions, Springfield Technical Community College, St. Cloud Technical and Community College, St. Louis Community College, SUNY Empire

Clients Boston Medical Center, Lincoln Institute of Land Policy, LeMaitre Vascular, SWOG

Education BA Vanderbilt University, English MA University of California at Irvine, English

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Ashley McQuaid, Senior User Experience Designer

“No two clients are the same, and I love getting to know each one individually to create something especially for them. I enjoy digging into complex problems and discovering new ways to adapt my knowledge for each project’s unique needs. By far, the best parts of my job are watching users successfully interact with our work, and creating alongside institutions that make an incredible impact in their communities.”

Role and Experience Information architect, user experience and interaction designer, usability consultant and researcher. 6+ years in digital multi-device design for websites and applications.

Higher Education Clients Alabama A&M, ASU Beebe, Bennington College, Coastal Carolina University, Colorado State College of Business, Central Wyoming College, Florida Gulf Coast University, Flagler College, Framingham State, Harvard Baker Library, Harvard Institute of Politics, Hillsborough CC, Houston CC, Hudson Valley CC, Massachusetts College of Art & Design, MIT Digital Learning, Princeton Institute for International & Regional Studies, Rutgers Newark, Santa Barbara City College, Stanford Graduate School of Business, St. Cloud Technical & Community College, St. Louis CC, SUNY Empire State College, Tidewater CC, USC School of Cinematic Arts

Clients American Academy of Pediatrics, Harvard Colonial North America Project, InterSystems Corporation, Justice Resource Institute, Perkins School for the Blind

Education BFA with Honors Rochester Institute of Technology, New Media Design & Imaging

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Jeremy Perkins, Director of UX and Design

“I live at the intersection of design and technology, where great ideas are executed."

Role and Experience Creative direction, concept generation, UI/UX design, and front-end development. Rooted in the heritage of graphic design and fluent with technology, Jeremy is known for his creative excellence, responsive design expertise, and attention to usability and accessibility. 18 years in design, technology, and client services

Higher Education Clients Rutgers University Undergraduate Admissions, Bennington College, St. Louis Community College, Massachusetts College of Art & Design, Cornell Engineering, College of Education at Illinois, Harding University, Colorado State University College of Business, Eastern Virginia Medical School, Wharton School of Business, University of Alabama in Huntsville

Clients Lincoln Institute of Land Policy, Perkins School for the Blind, Jewish Community Centers of Greater Boston, VirZOOM, SAGE Publications, National Consumer Law Center

Education BFA Rochester Institute of Technology (RIT)

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Greg Crist, Designer

“Design to me is a confluence of art and utility. Creating memorable visual experiences while crafting useful tools for the site user is a puzzle I enjoy solving. I love collaborating with clients to more effectively tell their story and accomplish their goals."

Role and Experience Visual Designer. Number of years in the industry: 12

Clients University of Alabama Huntsville (UAH), Community College of Baltimore County, Coastal Carolina University, Cornell Johnson, New England Law, Massachussetts College of Art, Lehigh College of Education, MIT Office of Digital Learning, Helen Keller School

Education MFA Massachusetts College of Art, Painting and Printmaking

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Iona Holloway, Designer

“Make it work. Make it beautiful.”

Role and Experience Visual Designer. Number of years in the industry: 3

Higher Education Clients Rutgers Business School, Florida Gulf Coast University, St Louis Community College, Houston Community College, Flagler College, Tacoma Community College

Clients GVPi, The Colonial North America Library at Harvard

Education BA - Journalism + Psychology, Syracuse University MS - Advertising (creative track), Boston University Portfolio year - Painting and Printmaking, Glasgow School of Art

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Laurence Burningham, Director of Web Development

“I enjoy working with clients to distill what their needs are and leveraging technology to fulfill their goals ”

Role and Experience Director of Web Operations, overseeing technical implementation. Number of years in the industry: 20+ years in web development working with b2c, b2b, non-profits, and education.

Higher Education Clients The Huntsman Program in International Studies and Business, Yale ITS, Princeton Institute for International and Regional Studies (PIIRS), University of Massachusetts, Princeton Woodrow Wilson School of Public and International Affairs, MassArt

Clients Harvard Institute of Politics, Partners Healthcare

Education BA University of Maine

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4. References

The partner companies must provide a minimum of three references, with contact information, and a brief description of work done for those clients. A focus should be placed on work performed for clients in higher education.

OmniUpdate References Please feel free to reach out to any of the following OmniUpdate references:

• SUNY Nassau Community Maryam Mirza, IT Manager 516.572.7222 ext. 28877 [email protected] SUNY Nassau has been an OmniUpdate customer since 2009. Maryam can speak to the work of our Professional Services department as well as multiple services and modules, including Faculty Directory, Course Catalog, OU Insights, OU Blogs, and OU Search.

• SUNY Stony Brook Community College Lynn Zawie, Web Content Coordinator 631-632-4429 [email protected] Stony Brook University has been an OU Campus customer since 2007. With hundreds of users, they can speak to the scalability and reliability of OU Campus. Additionally, using OU Campus developers at Stony Brook have created a number of unique sites that showcase their faculty and alumni. Through OU Campus, Stony Brook has created and maintains Stony Brook's 40 Under Forty Alumni spotlight website (stonybrook.edu/40underforty/) and Stony Brook Experts (stonybrook.edu/experts/), a guide that provides news media representatives with a resource to identify and connect with Stony Brook University professionals who can provide expertis e, analysis, and commentary on a wide variety of news and research topics.

• SUNY Farmingdale State College Sylvia Navarro-Nicosia, Director of Web Programming and Development 631-420-2529 [email protected] Farmingdale has been an OU Campus customer since 2010. Sylvia is a regular attendee of our annual OUTC conference. She has also given presentations on

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how to successfully redesign your website using OU Campus.

• SUNY Suffolk County Community Michael Forte, Website Manager 631.451.4248 [email protected] A customer since 2015, SUNY Suffolk has a team of under 25 users maintaining their website. Their site includes OmniUpdate modules including Faculty Directory, Course Catalog, and OU Blogs.

iFactory References For more information and samples of iFactory’s work, please see below.

• Arkansas State University Beebe Janet Liles Associate Vice Chancellor of Information Technology and Assessment [email protected] 501.882.4509

• New Mexico Institute of Technology and Mining David Lapre [email protected] 575.835.5091

• Lansing Community College Kevin Bubb CIO [email protected] 517.483.9764

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5. Samples of similar work

Samples of similar types of work performed for other clients.

Queens University of Charlotte http://www.queens.edu/

Technical Details: Designed by iFactory for the OmniUpdate Content Management System

Challenges pre-redesign:

• Information Architecture mirrored the internal organization chart, not user friendly, no calls to action and no clear paths to information or admission information • Content Bloat, too much old, unused content adding to the confusing navigation • Not mobile responsive • Social media under-utilized, not meaningfully incorporated into the site.

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• Seeking ‘differentiation’ as a private school with median rankings Queens University needed to showcase what makes them unique and special • Site was on an outdated CMS, Ingeniux from 2009

How we Helped:

• Through a full process of Information Architecture and creation of Personas the site now as clear calls to action and clear user paths - to drive enrollment • Differentiate - site design focuses on their strengths to elevate their brand ie: 9:1 Student ratio, tailored experience for non-traditional adult students and their study abroad program. • We introduced OmniUpdate CMS and the site was rebuilt on the Omni platform, the internal team was thrilled with the internal changes around workflow. • Full Content Strategy to pare down their site by archiving much of the old, unused content and assisting with writing services for the new site.

“Working with your team has been wonderful. I actually miss you guys. Your work, people, and customer service have all been excellent. Thank you! I'm really excited about where we're heading!”

Jen McGivney, Digital Media Director Queens University

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Arkansas State University Beebe http://www.asub.edu/

Technical Details: Designed by iFactory for the OmniUpdate Content Management System

Challenges pre-redesign:

• Extremely outdated, cluttered, amateur website, not reflective of the school or the brand • Recognizing internally the website as an ongoing effort • Streamlining content; moving internal content to intranet • Training / building community of practice • Governance

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How We Helped:

• Helped prospective students find programs and academic pathways via their own interests • Visually refocused brand story on differentiators (lovely campus, dorms = unusual for community college) • Helped hone messaging to focus on high-touch experience • Simplified verbiage to lower barriers to adoption (e.g., cashier’s office, not Bursar) • Created a simple workflow and governance model to suit their culture and structure

iFactory, does an outstanding job in bringing the website vision alive. Each member of the team is committed to the project objectives. Through an on site discovery process, iFactory listened and created personas that have been instrumental to the success of the project. Pete and his team followed through and communicated each step of the way. We are so pleased with our design from iFactory!

- Janet Liles, Associate Vice Chancellor of IT Services

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Franklin Pierce University http://www.franklinpierce.edu/

Technical Details: Built on OmniUpdate CMS platform, the front-end design, UX, content strategy and html was done by iFactory.

FPU desired a new website with the following goals:

• Enhance marketing and user experience • Engage prospective clients and improve customer experience with a focus on Admissions, retention, gift giving, Alumni, donor and prospective students. • Wanted the site communicate events, recent news not only with text but with pictures and multimedia.

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For the designs and IA we brought in lots more space for imagery and aimed to create a friendly, supportive voice to get across the personality of the school as a place where you could go and have a community who would meet you where you are. They have good academic support for a lot of different learning needs, a lot of it personalized, and we wanted to highlight that differentiator.

“ Working with iFactory was fabulous in all regards of developing a new website design. The process was well organized and the iFactory team listen carefully to our requests and responses. As a result we have a bold and spectacular site which has been launched this summer and receiving rave reviews.”

Nathaniel Peirce, COO

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North Arkansas College - www.northark.edu

Technical Details: On Percussion Software CMS, back-end developed by Percussion

North Arkansas College is a public two-year college offering transfer and technical degree programs, one-year technical certificates, certificates of proficiency, customized business and industry training, adult basic education (GED) classes and non-credit community education courses.

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Goals of this project included:

• New and improved Information Architecture • Responsive Design for mobile devices • Improved communication of career and technical program information • A design and structure to attract prospective credit seeking or non-credit seeking students iFactory worked closely with the core North Arkansas team in Discovery to uncover their goals and aspirations for the newly redesigned site. Discovery included meeting all departments of the College as well as meeting students and touring the various campuses to understand the full scope of the College. The outcome is a vastly improved website that elevates the North Arkansas brand and inspires prospective students in that community to learn more about an education at North Arkansas College. iFactory conducted Discovery through HTML front-end development and the site was developed in Percussion CMS. The College is extremely pleased with the new site.

"You guys are awesome!....We really appreciated the project management and Basecamp as a tool....We appreciated that you guys followed the RFP, which most vendors don't do. And because of the new site, we went from having to beat down doors to get content, to having departments coming to us to be promoted on the website...especially after they learned that welding was filled in no time."

“We’re up 5.01% the first time enrollment has risen in four consecutive years of decline. We’re excited!”

Micki Somers

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6. Itemized Project Budget

Detailed cost and timeline breakdown, including any implementation fees and annual price increases for services and maintenance for a three (3) year period. iFactory Budget

Discovery • Kickoff, on-site at SUNY Erie Community College • Strategy Questionnaire • Documentation & Analytics Review • User Surveys, one • Stakeholder Interviews, three • Content Inventory • Strategy Brief Information Architecture, User Experience, Content, and Visual Design • User Personas, 3 • Sitemap, up to three levels at two rounds • Full-Page Wireframes, 4, including Content Objects, at two rounds • Functional Specification, at two rounds • Content Planning • Art Direction, one round • Look-and-Feel, 3 homepage comps with the selected being refined over two additional rounds • Pattern Template, up to two rounds • Keyscreens, 2 over two rounds – Designs delivered also include the Omni modules that are included with your CMS Platform, we have worked with Omni to ensure that all elements will have designs based upon your approved Art Direction. • Responsive design framework over two rounds • Design documentation HTML5 with CSS3 • 4 responsive templates • Browser testing • QA 36

Ongoing Project Management • Ongoing communication • Weekly status meetings Total Front-end project price: $83,195 iFactory ongoing sustainability / maintenance: Effective websites require ongoing maintenance and monitoring for content, design, functionality, usability, and accessibility. Continue to meet your users' needs by adapting to a digital environment in which standards, browser versions, and new devices are constantly changing. Items include: • Analytics & KPIs • Accessibility Check • Strategic Site Planning • Nuts & Bolts: SEO, redirects, site log, and performance tuning • Usability and use-case review • Editorial Review and Content Writing • Design and Branding Reveiw • Training

$7,500 per quarter.

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OmniUpdate Budget OmniUpdate is offering our Software-as-a-Service (SaaS) deployment of OU Campus. With the SaaS product, OmniUpdate hosts the CMS in the cloud. We are also providing an option for production web server hosting. The pricing below is special promotional pricing available exclusively to SUNY institutions before June 30, 2018. We value our relationship with all SUNY schools and are providing ECC with a cost effective means to join the OU Campus cloud.

OU Campus SaaS Solution Annual Costs OU Campus Tier 1 (1-50 User License) $10,000 Support - Basic $5,000 OU Insights – License (5,000 pages) Included Subtotal $15,000

One-time Costs Implementation Included OU Insights – Implementation Included Training Included Subtotal $0

SaaS Solution Summary Year 1 – includes OU Insights license for free $15,000 Year 2*- Includes OU Insights for $5,000 $20,300 Year 3* - Includes OU Insights for $5,000 $20,610 *3% annual license increase included

Optional Services and Modules The OU Campus platform is a true one-stop solution with the flexibility and extensibility to be expanded to fit all ECC’s needs. We have a number of modules designed exclusively for the needs of colleges and universities, including Faculty Directory, Course Catalog, Emergency Alerts, and OU Calendar. As a full-service vendor, we will implement these solutions for you. Our in-house Professional Services team of more than 25 professionals have completed thousands of projects for institutions just like you. Additionally, through our GitHub, we offer FREE starter code for many of our modules, allowing you to build all the functionality you need. Some of your services and modules include:

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GitHub Access our GitHub at any time to obtain free starter code for modules like Course Catalog, Faculty Directory and many others. We also have a professional services team to implement these modules for you.

Content Migration Our Professional Services team converts your existing website content for use within OU Campus. Services include:

configuration of automated migration scripts/tool, processing of customer-provided content, upload to OU Campus, and final QA based on customer feedback/collaboration. This can be done using our professional services team or for free using our migration script.

Emergency Alerts When an unforeseen event occurs, quickly create a custom emergency announcement, and prominently display it on your $3,000/year site for everyone to see.

Faculty Directory Enable your faculty to update their profiles with ease using form-like templates and have consistency throughout your $7,500 one-time set up fee directory. or $1,500/year

Course Catalog Guarantee your student body an accurate, timely, and readily accessible online course catalog managed by OU Campus. $25,000 one-time set up fee or $5,000/year

OU Calendar™ Keep your website in sync with all the non-stop campus activity through a fully interactive calendar that can be easily shared and $7,500 one-time set up fee filtered. or $1,500/year

Hosting provided through one of our trusted hosting partners Website/Production Server Hosting

$7,000/Year

On-site Training Included in your purchase of OU Campus is training via webinar. If desired, the OmniUpdate Training team can come to your $2,500/day + travel and campus and conduct in-person training sessions. expenses

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Timeline

IFactory and OmniUpdate estimate a timeline of approximately 6-7 months for the design of ECC’s new site and the implementation into OU Campus. This is a preliminary timeline and will depend on several factors, including the ability for ECC to supply necessary files and deliverables in a timely manner.

iFactory

OmniUpdate Finish Step 2: Training the ECC Staff

Step 1: Implementation of OU Campus Start Week 1–Week 12

7. Evaluation process and timeline

Describe your evaluation process and timelines, noting the client will provide survey data, focus group data and the results of work conducted by College sub-committees.

iFactory and OmniUpdate have worked together on dozens of projects and have implemented a collaborative process in which iFactory completes the design portion of the project and then hands the completed desings off to OmniUpdate for implementation into OU Campus.

iFactory Process The iFactory process, which has been refined for over 20 years, covers four phases:

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1. Discovery: Learning about you, your users, what makes you unique, and how you are perceived in the marketplace

2. IA/UX/Content/Design: Architecting the site, creating the overall look and feel, and suggesting content, taking into consideration your needs and your users’ needs

3. Development and Technical Partnerships: Either developing or supporting an implementation of your solution

4. Refinement: Monitoring and improving your site over time using key metrics identified during the discovery phase

Discovery

The discovery phase ensures that your project meets the goals of your organization, be it increasing enrollment, donations, content sharing, social engagement, or efficiencies that save you time and money.

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Strategy Questionnaire

Prior to kickoff, we will send your team a short questionnaire. Your answers will provide insight on your latest organizational goals, project objectives and drivers, competitors, aesthetic likes/dislikes, and technical considerations.

Documentation and Analytics Review

Our strategy team will review key documentation (as available) including:

• Current site content • Any marketing research you have done • Strategic plan • Marketing plan and brand style guide • Print collateral This review will ensure we’re getting the full picture of your organization.

User Surveys

We will create a brief survey for your team to send out to help determine the needs of your users.

If you prefer, we can create multiple surveys unique to each user group, at additional charge.

Stakeholder Interviews

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We will interview key stakeholders either 1-on-1 or in a small group setting. One of the most critical pieces of your project, these interviews ensure that your stakeholders feel heard, their needs are considered, their institutional knowledge is leveraged, their teams are represented, their support for the project is enthusiastic, and their expectations are managed.

Content Inventory

While we are getting to know your organization, we will also dive into your current site content. Using an automated process, we will generate a spreadsheet including all your site content and links. We will also include columns for you to fill out that indicate who is responsible for the content and if that content should be kept, revised, or archived for the new site. This information will help you assign responsibility to internal team members and will facilitate your content migration.

Strategy Brief

A Strategy Brief will be compiled and presented at the end of the Discovery phase. It acts as a building block for the rest of the project.

Many of our clients will share this document with non-team members as a way of building consensus for the project and confirming goals.

Information Architecture, User Experience, Content, and Visual Design

In this phase, we take what we have learned from the previous Discovery phase and reach for the creative solution that will guide site architecture, design, and content going forward.

Once we build the skeleton of the site and consider what content will go where, we will work with you to design a clear and compelling visual presence, tailored to your target audiences. By the end of this phase, the concept driving your site design will come into focus.

User Personas

We will create personas to further describe the predicted behavior of your target audience(s).

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We will include the user’s conditions, motivation, and environment when describing the task for each group.

Sitemap

After better understanding how your users will approach your website, what content they expect to see, and how users will find you through search, we will optimize how your pages are organized by creating a visual sitemap of the top three levels of your site hierarchy.

Full-Page Wireframes

Certain pages of your site have unique layouts that require additional consideration of how the page will be visually constructed. For example, your home page will be clearly differentiated from other site pages by virtue of its function; similarly, certain pages may need special crafting in order to meet the particular needs of a particular audience.

In such cases, we create high-fidelity full-page wireframes (schematics) that combine content outlines with display types to show you precisely how these tailored pages will appear.

Content Objects

We will create a standardized inventory of individual content objects that collectively form a pattern library from which the site will be built.

Functional Specification

Making sure the entire team understands the intended functionality is vital to the success of any project. A Functional Specification will detail key functionality and ensures alignment between design and build.

Content Planning

Our Content Planning offering is made up of three parts:

Content Planner

We will map the bulk of your current content to the sitemap developed by our information architects, which will show where your current content should go and

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what content you need to create. Then we will hand this plan off to you so you can begin the work of content migration and creation.

• Deliverable: a spreadsheet with current pages mapped to final sitemap

• Deliverable: a spreadsheet of URLs to lower-level content that may not fit with the sitemap

GatherContent

After the content map is finished, we recommend that you sign up for GatherContent, a subscription-based editorial tool. This tool has proven to be valuable for projects with complex editorial workflows. Signing up for your own subscription will be beneficial but is not necessary, if you do acquire a subscription, we will train you on how to use the tool. If you decide to acquire a Gather Content subscription, we will train you on how to use the tool.

• Deliverable: sample pages and templates added to GatherContent a simple content collaboration software (monthly subscription is extra cost if you chose to acquire your own subscription)

• Deliverable: a training session on how to use GatherContent

Content Guidelines

We provide guidelines for web writing, content creation, distribution, and search engine optimization so that your team benefits from iFactory’s expertise without becoming dependent long-term.

• Deliverable: guidelines for web writing, content creation, distribution, and search engine optimization

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Art Direction

In this deliverable, we collect all the visual ingredients from your brand guidelines – logo, color palette, typefaces, photography, illustrations, and existing collateral – and create a series of quick stylistic explorations to figure out what the new site’s look and feel could be.

The goal is to confirm or challenge any established brand constraints, and document aesthetic preferences. Art Direction becomes the foundation for a successful look and feel.

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Look and Feel

Working collaboratively with you, we will create a design (a.k.a. look and feel) for a homepage based on the accepted Art Direction. The design established for this page will inspire and inform the remaining screens.

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Pattern Template

The second part of Look and Feel is to establish the Pattern Template.

This page covers the design of many of the style elements needed for any page on the site: header and footer, body text and headers, bullets and numbering, quotes, sidebar navigation (if applicable with the wireframes), breadcrumbs, etc. This page will also include the design for the content objects created in the information architecture phase.

Keyscreens

Following the selection and refinement of the homepage and pattern template designs, the team will carry out the approved look and feel to other key pages that we will be designing.

Responsive Design

Responsive Design will be provided in this project and will be addressed in the design phase. iFactory will design a responsive framework, and will deliver mockups of each one at 3 sizes:

• Desktop: 1024 pixels wide • Tablet: 768 pixels wide • Phone: 320 pixels wide The design decisions made in this subset establish the responsive layout rules for the entire site. They are snapshots of moments within a fluid design. Layout adjustments between these widths will be communicated throughout development through writing, diagrams, prototypes, and/or discussion.

Our code is HTML5 and CSS3, and we will follow best practices in SEO, accessibility, and analytics. All pages will be tested on multiple platforms and browsers, including:

• Mac OS X: Chrome, , 9+ • Windows*: Chrome, Firefox, 11, Edge 13+ • Apple iOS 9+: Safari • Android 4.4+: Chrome The browsers with no version noted follow a continuous release process, and iFactory will test against the latest version. iFactory follows a progressive

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enhancement approach, which ties the presentation of the site to the capabilities of the browser, using fallbacks and workarounds in rare cases. This enables older browsers and devices to access to the site's content in a basic format, while allowing the latest browsers to get an enriched experience by taking advantage of new HTML5 and CSS3 features.

Design Documentation

We will document each aspect of the final designs to ensure your site can always be extended using the visual conventions which have been created.

Accessibility Standard

The SUNY Erie Community College RFP states the following accessibility requirements for this project:

The website must WCAG 2.0 AA standards upon launch and maintained throughout lifecycle.

Since accessibility compliance can be interpreted in a variety of ways, iFactory will adhere to the federal standard for Higher Education website accessibility, Section 508, which names WCAG 2.0 AA as the level of compliance that must be maintained.

To meet these standards, we take a holistic approach involving content, information architecture, design, and code.

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For your project, we will:

1. Set up clear and logical navigation structures and naming conventions

2. Provide adequate color contrast in visual design

3. Produce semantic HTML5 and include ARIA roles during development

4. Test delivered HTML using a single selected tool (such as WAVE by WebAIM, to be determined at Development Kickoff)

Please note iFactory cannot be responsible for accessibility issues that occur after you have started interacting with the site, such as taking over any administrative or hosting functions, entering content, updating code, installing security patches, software updates, etc. We also cannot guarantee the accessibility of any third-party systems.

We do offer a maintenance package that will ensure Accessibility at all times, iFactory will do regular Accessibility checks of your site and provide reporting for SUNY Erie Community College to maintain or iFactory can maintain for the long- term. Information about the maintenance package is in the pricing section of this proposal.

SEO Best Practices

Launching a search-engine-friendly site involves a number of factors in design, content, and development. Here are the baseline steps iFactory takes with every site:

1. Design the site to be responsive. Google will penalize sites that are not mobile-friendly.

2. Design headings to be hierarchical in font size, to encourage proper use within body copy. H1 is the largest and H6 is the smallest.

3. Provide very fast load times. Caching, aggregation, and compression are used appropriately to increase speed.

4. Implement a SSL certificate. Google gives a ranking boost to sites that are secure.

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5. Follow accessibility best practices and standards (WCAG 2.0 AA), which leads to more structured and indexable content.

6. Use alternative text for images (known as “alt text”) so image content can be indexed.

7. Use descriptive image and document file names so they can be indexed. For example, map-campus.png, not image0001.png.

8. Implement clean URLs based on natural menu paths. For example, http://mysite.com/section-name/page-name, not http://mysite.com/node/12345. Our clean URLs use intelligent character replacement and word removal.

9. Implement clean page tags. Site authors can override on a per-page basis, but by default they match the page’s H1 or menu name. </p><p>10. Detail SEO metadata best practices in our Content Planning Guidelines and GatherContent training. </p><p>11. Allow site authors to set metadata on a per-page level and globally. </p><p>12. Never provide mechanisms for site authors to include small/hidden keywords at the bottom of pages, known as keyword stuffing. This is a frowned-upon method that search engines detect and reject. </p><p>13. Prevent crawlers from indexing "junk." We use the robots exclusion standard to specify what should not be indexed. </p><p>14. Provide a sitemap.<a href="/tags/XML/" rel="tag">xml</a> file so search engines can intelligently crawl the site and keep their results up to date. </p><p>15. Implement and maintain 404 redirects for outdated page links. </p><p>51 </p><p> iFactory and OmniUpdate’s Technical Partnership </p><p>For this project, we have identified a number of unique templates that need to be architected, designed, and developed for your website. It is understood that the RFP asks for 10-12 templates (the Q&A mentions that fewer template may be proposed as long as there is flexibility to create unique templates) We are proposing a pattern template which will allow for this consideration. By proposing this we are saving costs to SUNY Erie Community College. Here are what we are proposing: </p><p>• The homepage: Consists of a global header and footer, primary and secondary navigation, and breadcrumbs • A pattern template: Will house text, images, tables, forms, video, and other multimedia in a flexible page • A third and fourth template (TBD): May be applied to pages that need unique architecture and design support, which will be identified after our Discovery and IA process Along with the templates mentioned above, we will provide the below modules and templates from our OmniUpdate Best Practice Suite. These are particular to iFactory, and they ensure you get everything you need from iFactory to fully leverage OUCampus. </p><p>The Best Practice Suite includes: </p><p>News </p><p>A News List and News Detail page; this assumes there is no third-party service. </p><p>Other features include: </p><p>• Reverse chronological news list • No filtering/faceting • Assumes that all news items are entered directly into OU Campus • An internal RSS Feed in OU Campus will generate the List page from the directly entered detail pages Events </p><p>The ability to pull in designated data from a third party events system (ie: Live 25 or Trumba) to display in an Event List page. Clicking on any event will link the user to the event in 25Live. The content will not live in OU Campus. If you need to support 52 </p><p> events within OU Campus, you will need to purchase the OU Campus Events Module. This is an extra cost for OmniUpdate and iFactory. </p><p>Programs List </p><p>A program landing page with designated filters and a program detail page. This feature expects that content is being entered manually. If an integration with another system or import is required, it will be an additional cost. </p><p>Forms </p><p>The ability to make a basic, one-page form that includes short text, long text, radio buttons, checkboxes, and dropdowns. </p><p>Alerts </p><p>The ability to display an alert on the site; this is a basic alert that will be on the top of all pages until the admin removes it. The user cannot hide the alert or turn it off unless custom development is provided, which will require a scope change. </p><p>Faculty Directory </p><p>An A-to-Z list with jump links to a detail page. There is no filtering or faceting in the out-of-the-box solution. This feature requires manually entering the content. If you wish to integrate with a third-party system or an import, or if you require additional features and functionality, then you must purchase the OU Directory module. </p><p>To make these pages and content elements available to your team, we will need to apply the visual design completed in the look and feel phase to each of these elements and build them in HTML. Our process includes the following steps: </p><p>1. Providing you with a list of these elements and the standard architecture for each. Each element has been architected to ensure it is 100% compatible with OU Campus; changes to the architecture are not permitted without customizing the element, which may require a scope change. </p><p>2. Designing each element, over one round, to apply your approved look and feel to the element. The design will be fully responsive and supported on mobile. Because of the modular nature of these elements, it is not necessary </p><p>53 </p><p> to spend the time and money going through the traditional presentation and revision used in the full iFactory process. </p><p>3. Developing HTML5 and CSS3 for each element, based on the custom design. </p><p>4. Handing these elements off to OmniUpdate for development. </p><p>At the end of the process, you will have the architecture and design for the unique aspects of your site, along with a templatized set of tools based on user experience best practices. You can then use these tools to build an unlimited number of pages in OU Campus. </p><p>In addition to the Best Practice Suite of Modules, the iFactory / OmniUpdate partnership will provide the following: </p><p>1. An internal documentation process to ensure alignment. iFactory and Omni share a common goal of achieving the highest level of customer satisfaction. This commitment has led to the implementation of a joint documentation process, where our firms align themselves regarding the individual scope of work with each company, which helps us keep the client’s needs at the forefront. </p><p>2. Extended developer training for the iFactory team to ensure complete understanding of the most recent OU Campus features and functionality. </p><p>An iFactory Solutions Architect, who is fully trained on the OmniUpdate content management system, will also begin to provide leadership immediately after the completion of the strategy, taking the following steps: </p><p>• Review the Content Strategy, Sitemap, and Wireframes to ensure they are fully supported by OU Campus • Work with IT to review all third-party systems and their role in this project — specifically, what needs to be integrated into the new website and what can be linked to • Develop the functional spec document with the IA and UX team to ensure the documentation is clear and ready to be implemented by the OmniUpdate developers • Review the functional spec document with OmniUpdate to confirm support </p><p>54 </p><p>OmniUpdate Process </p><p>Once iFactory has completed the design process, they will hand the design files over to OmniUpdate for implementation within OU Campus. OmniUpdate’s implementation process includes three phases for the successful completion of your OU Campus CMS deployment: Planning, Development, and Transition to Support. Each phase ensures an orderly process in how our Professional Services team collaborates with you in implementing OU Campus. </p><p>Planning </p><p>During the Planning phase, you are introduced to your Professional Services team who is responsible for the successful installation and configuration of OU Campus. Your OmniUpdate Delivery Manager will be in contact with you to discuss the functional and technical requirements of the project and set the expectations of your CMS implementation. </p><p>Unlimited Your OU Campus purchase includes unlimited access to the Professional Support Services team during the lifecycle of your implementation, providing your team with the best customer support. Your Delivery Manager is available during each step of the process to answer any questions and handle your institution’s customized setup of OU Campus. </p><p>Development </p><p>The Development phase is the heart of the implementation process, where our Professional Services team installs and configures OU Campus, and develops and tests your templates. </p><p>Setup of Your Your Professional Services team establishes an OU Campus OU Campus staging environment that resides on our server or your Environments institution’s server, based on your deployment. Your staff also provides FTP/SFTP access to the development and production server locations. These environments are the foundation of your OU Campus implementation and allow for the development of your new templates. </p><p>Creation of New Your staff provides OmniUpdate with the files (e.g., XHTML, CSS, Page Templates JavaScript) that create the basis of your current templates, which </p><p>55 </p><p> must be W3C and Section 508 compliant (if applicable). Based on your files and planning discussions, we determine the best approach to develop XSL templates with defined editable regions. Our team also develops Template Control Files, or new page wizards, which allow your end users to easily create new web pages based on your templates. </p><p>Your Delivery Manager conducts a midpoint template review to discuss feedback on a sample of developed templates as we approach the final steps of implementation. </p><p>Migration Process ECC has indicated that you will perform the migration in-house. OmniUpdate will provide ECC with best-practices so that your migration goes smoothly. </p><p>Alternatively, OmniUpdate can perform the migration for ECC. For additional information, please see the Optional Services and Modules section in the Itemized Project Budget above. </p><p>Testing and Our Professional Services team tests your site based on the Quality Assurance functionality requirements discussed in the Planning phase. Our team vigorously tests each template to ensure they meet all specification requirements, W3C standards for XHTML/HTML5, and to ensure the templates are Section 508 compliant. </p><p>Transition to Support </p><p>The Transition to Support phase finalizes your OU Campus implementation, which includes training your web professionals on how to administer and use OU Campus. </p><p>Final Once we have completed our quality assurance checks, we obtain Approval approval from your team that all functional and technical requirements have been met. With your implementation complete, your Delivery Manager schedules a conference call to address any potential questions about OU Campus or your templates. </p><p>Site Go- At this point, your customized implementation of OU Campus is ready for Live your team to use. As you prepare for your website to go live, this is a great </p><p>56 </p><p> opportunity to train your end users on best practices and how to develop compliant web pages in OU Campus. </p><p>Once your site is ready for production, we are available on the day that you decide to go live for any issues transitioning to your new website. </p><p>8. Solutions, Timelines & Cost </p><p>Provide solutions, estimated costs, and timelines for: </p><p> a. Overall website design and development that provides easily accessible content for specific audiences including employees, non-campus community, prospective students, and current students. iFactory is committed to providing an overall website design and development that is easily accessible for ECC’s specific audiences, including employees, non-campus community, prospective students, and current students. To achieve this, we will use the processes and strategies outlined above to collaborate with ECC to come up with a design that works for you. </p><p> b. A solution for an online searchable College Catalog that integrates with a printed version. OmniUpdate’s optional course catalog module is a full-service, context- specific implementation of your unique online catalog in accordance with institutional branding. Our module allows catalog viewers to search content online with ease through rendered directories and search tools using keywords and titles. We have worked with numerous institutions to create course catalog solutions that display course information from backend systems such as PeopleSoft, Colleague, and CurricUNET combined with information being maintained in OU Campus such as course descriptions. Your course and program templates can be configured to input the type of information you desire, including photo, video and fast facts. Our course catalog is publishable to all output types, including a printed version, HTML, PDF, XML, text, and mobile. Learn how Stony Brook University switched to using OU Campus’ Course Catalog. </p><p> c. Integration of an alerts solution that would display on the homepage (e.g. emergency closures, scheduled closures). The College is currently utilizing RAVE. 57 </p><p>OmniUpdate offers our optional Emergency Alerts module for spotlighting emergency messages on your homepage. With this feature, OU Campus will provide you with a fast, easy and reliable way to communicate with all of your campus constituents through your website. With Emergency Alerts, administrators can create a custom message for unforeseen alerts or emergencies. Administrators can choose where to display this message, and can enable and disable it as necessary. d. Selected data migration (i.e. specific content types) into the new site. As stated in the Addendum dated March 6, 2018, migration will be handled by the ECC team. If desired, OmniUpdate can provide ECC with migration options. e. Ongoing technical support OmniUpdate provides technical support throughout the entire project. During your OU Campus development, your Delivery Manager is available to help with any issues that arise. As you prepare to launch our site, OmniUpdate is available to provide best practices and assist with any issues that come up. Post-launch, our award-winning Customer Success team is available to help. OmniUpdate provides access to our in-house support personnel. Support personnel are OmniUpdate employees (not outsourced) and are fully trained OU Campus professionals with web development and customer service backgrounds. Support teams are assigned to best service the particular needs of ECC. f. Incorporation of a customizable Staff Directory OU Campus offers our optional Faculty/Staff Directory module to help ECC showcase your faculty and staff. With templates customized around designs already in place on your site, your team can easily edit the faculty and staff profile pages using form-like entry fields that include their name, title, department, email address, phone number, room, and more. OmniUpdate can pull your existing content from your external database. g. Incorporation of an events calendar OmniUpdate offers an optional multi-functional events calendar feature with a variety of tools. With OU Calendar, users can create different calendars, add contacts, locations, tags, and attachments, as well as schedule repeating events or multiple-date events. Event information can be published 58 </p><p> immediately or saved for later publication and can be posted to multiple calendars. Separate event calendars can be made for different departments, offices, and/or programs. In addition, OU Calendar gives you the ability to set up registration and collect payments for any of your campus events. </p><p>9. Editorial Calendar & Workflow </p><p>Describe the utilization of an editorial calendar and seamless workflow approval process, regardless of specific browser or operating system. Identify any additional items that may be required to support this environment. </p><p>OU Campus allows ECC to make use of an editorial calendar through the Reminders feature. There are two types of reminders in OU Campus: Scheduled Reminders and Stale Reminders. A Scheduled Reminder allows administrators to pre-define expiration dates that happen annually or by semester/term for any given content. An example of a page type that might use a scheduled reminder is a tuition page. If the tuition is updated on a yearly schedule, a reminder may be set for a week prior to the tuition change and set to repeat on a yearly basis, if necessary. </p><p>A Stale Reminder is used to make sure that content on a page is being updated periodically. A Stale Reminder is triggered when a page has not been updated for a set amount of time. The notification is sent based on the date/time stamp of the last publish or version creation, rather than based on a specific calendar date. </p><p>Additionally, OU Campus offers a seamless workflow and approval process. Multi- level approvals/rejections, email notifications, and page scheduling are all provided. Administrators can enable automated and preconfigured, customized, or on-the-fly workflow. Each user has their own personal workflow gadget and workflow mailbox to quickly view and access checked out pages and monitor projects within each workflow. The workflow messaging process can also integrate with an external email system. </p><p>An administrator can set up a workflow for a user by selecting a different user as their approver. The approver will be sent any notifications for pages in the workflow. Notified users typically have higher privileges in the workflow process such as editing, reviewing, publishing, and approving files. In addition, a user’s normal approver can be overridden on a page-by-page basis. There can be multiple approvers that a page must iterate through, which provides a hierarchy of approval. 59 </p><p>A workflow for a given page is created in the page properties by setting the approver for a given page. The approver will receive all requests for publishing on the page from those that have permission to edit that page. Pages that do not require approval will have the approver set to “None.” </p><p>Notifications for workflow items, reminders, and general messages are handled through the external email and the workflow mailbox. When a page is sent for approval, a message is sent to the approver’s email as well as their workflow mailbox. </p><p>10. Content Migration </p><p>Provide content migration strategies or tools for existing content </p><p>As stated in the Addendum dated March 6, 2018, migration will be handled by the ECC team. </p><p>11. Cloud Based Hosting </p><p>The new website and CMS will be hosted off-campus. A hosting provider is required as part of this RFP and contract. In the event that a responding CMS contractor does not provide hosting services, you must provide the name and pricing structure for your preferred hosting provider. The hosting provider must offer industry standard security and disaster recovery. </p><p>The Software-as-a-Service (SaaS) deployment of OU Campus includes hosting services for the CMS application. There are no additional charges associated with hosting the CMS. For production server hosting, OmniUpdate will provide hosting through a trusted hosting partner. All of our hosting partners provide industry standard security as well as disaster recovery. </p><p>12. Training </p><p>Provide an overview of your training process, including whether the training is onsite or remote, the numbers of days included, the number of staff to be trained and what training materials are provided. </p><p>OmniUpdate’s Training team gives you and your staff the information needed to manage your website using OU Campus. Our training sessions and resources for OU Campus empower your staff for everyday use and promote best practices. </p><p>60 </p><p>The purchase of OU Campus includes remote training via personalized webinars for your web CMS administrators and end-user trainers. Your training takes place from within your new implementation of OU Campus, which includes the templates requested during implementation. Our remote training gives your administrators the resources to effectively manage your new CMS solution. With our Train-the- Trainer webinar, your staff will understand how to utilize OU Campus features respective to your institution’s needs. Upon completion, attendees will be equipped with best practices and training materials to help your team facilitate future training sessions for all users on campus. </p><p>The following core training sessions are conducted remotely after the final template delivery. All trainings are recorded, and links to both the streaming and downloadable versions of the recordings are sent to the main contact and can be distributed among the institution or repurposed as necessary. We recommend a maximum of 15 attendees per remote training session. </p><p>Train-the-Trainer Session (3 Hours) The Train-the-Trainer session trains site administrators, trainers, and developers on OU Campus end-user functionality such as editing content in OU Campus, creating new webpages, uploading files, and using other tools like gadgets. </p><p>The individuals who will be teaching the rest of the content editors and contributors how to use OU Campus should attend the Train-the-Trainer session. </p><p>Train-the-Trainer Training Agenda </p><p>• Introduction into OU Campus and what to expect from training o Review of other training resources o Intro to end-user concepts o Unique features of the OU Campus CMS • Demonstration of end-user experience o Logging in via DirectEdit link o Interface tour o Editing a page in OU Campus ▪ Submitting a page for approval • Navigating to/through the folder structure o Understanding staging vs. production o Creating new pages and sections 61 </p><p>▪ Understanding navigation o Uploading files • Creating and editing assets • Additional and administrative functions </p><p>Administrator Training Session (3 Hours) The Administrator session focuses on the main administrator tools in OU Campus, from configuring site-wide settings to setting up access and workflow permissions for the site. </p><p>The users who will be designated as site administrators (Levels 9 and 10), as well as template developers, are encouraged to attend this session. </p><p>Administrator Training Agenda </p><p>• Review of Administrator Training content • Setup Menu o Account and Site setup o Creating users and groups o Defining custom toolbars o Managing tags, gadgets, templates, and more • Access and Workflow o Overview of Access and Workflow options o Configuring access settings ▪ At the site level ▪ At the directory level ▪ At the page level and beyond o Example Access and Workflow scenarios • Using Reports o Identifying broken links o Managing users’ checked-out content, approvals, and scheduled actions o Running custom reports • Other Administrative Tools o Creating and managing snippets o Creating and managing RSS feeds o Using Find and Replace o Recycle Bin </p><p>62 </p><p>Live Delivery Platform Training Session (2 Hours) This session will review both end-user and administrative features of the Live Delivery Platform (LDP) module. The training session will focus on the creation and management of image gallery and form assets, as well as the set-up and use of comments if desired. </p><p>This training will be mostly geared towards the end-users and administrators who will be creating and using these assets, though a portion of the training will cover the XSL that helps style the galleries and forms, so developers may also want to attend. </p><p>Live Delivery Platform Training Agenda </p><p>• Live Delivery Platform (LDP) overview • Creating and Using Image Galleries • Creating and Using Forms o Discussing datasets and other advanced features • Using Comments (optional) o Configuring a comments account o Creating a comments asset and adding it to a page </p><p>63 </p><p>13. Capabilities and Requirements </p><p>Vendor Response Capabilities 1-Out of the Box Additional and 2-Custom Vendor Requirements Implementation Details 3-Optional Addon </p><p>Content Creation and Editing Yes. OU Campus supports content editing, including support for rich text with HTML and style (CSS) enforcement. The WYSIWYG toolbar contains a customizable styles drop-down that Does the CMS support content enables users to apply approved CSS editing, including support for rich styles to their content. Furthermore, 1 text with HTML and style (CSS) administrators of the system can enforcement? remove other HTML formatting tools (e.g., font family, font color) from the WYSIWYG toolbar to ensure users only apply the CSS elements that are appropriate for the page design or template used. </p><p>Does the CMS support “in-context Yes. OU Campus utilizes a WYSIWYG editing” with a WYSIWYG editor for in-context editing. As content environment showing the edits in 1 is edited, these edits appear as they the context of how those edits will would on the resulting Web page(s). appear in the resulting Web page(s)? </p><p>If a third party editor is used, what is The OU Campus WYSIWYG Editor is a the name and version of the editor? 1 customized version of TinyMCE 4.0. Are other editors available? </p><p>64 </p><p>Yes. OU Campus supports structured content editing, which guides the content contributor through the process of creating new content. Creation of new pages, folders, or entire sites is easily started with a single click using the New Page Wizard. The Wizard Does the CMS support structured offers a range of appropriate content editing, which guides the administrator-managed templates for content contributor through the 1 the user to choose. The New Page process of creating content to ensure Wizard then walks the user through the consistency? process of assigning proper filenames and metadata to their page, etc. It then opens the page for editing. Both global and site-specific templates are available. The New Page Wizard can be designed with specific roles to control style elements from site to site. </p><p>Yes. OU Campus allows users to copy and paste content from Microsoft Word. OU Campus offers a Clean Paste Does the CMS allow pasting of function that removes unwanted content from Microsoft Word? Does it formatting information. OU Campus support any “clean up” of characters allows users to paste cleanly and cleans 1 and other formatting issues that all formatting (above and beyond often occur with content originating simply removing MSO code) when users in Microsoft Word? paste into design templates. OU Campus can also preserve formatting and special characters pasted into the system. </p><p>Does the CMS provide the ability to Yes. OU Campus allows users to create create and maintain shared, reusable and maintain shared and reusable content that could be used 1 content throughout the site. Reusable throughout one or multiple content provides your team an easy websites? Can individuals with CMS way to update information across </p><p>65 </p><p> permission search to find this multiple web pages, sites, and even existing reusable content? channels. With OU Campus, there are multiple ways to reuse content with assets, snippets, and more. </p><p>With OU Campus Assets, content can be updated in multiple places by modifying a single content instance. Administrators and select users can quickly create assets such as text, code, images, forms, polls, and more. To use an asset in a web page, users simply insert an asset within the WYSIWYG and Source Editors. When an asset is updated, all pages that contain the asset are updated, ensuring that your content is always up-to-date. In addition, assets are integrated into the OU Campus permission system, allowing administrators to manage assets through group-based permissions. </p><p>With OU Campus Snippets, multiple instances of a single piece of content can appear differently on different pages. Administrators and developers can provide preformatted HTML content (e.g., tables, forms, paragraphs of commonly used text, names) that can be easily placed into the WYSIWYG Editor via selection menus. Snippets can be designed to include directory variables that are resolved when a user inserts the snippet code in the page. Although snippets are centrally managed, once they are entered into a page, they become part of the page and </p><p>66 </p><p> will not be updated if the master snippet is modified. </p><p>Yes. OU Campus includes common content management capabilities, including check in and out, revisions, and versioning. OU Campus allows users to check pages in and out to prevent multiple users from editing the same page at the same time. </p><p>OU Campus automatically creates a version of every page published so versioning is simple and easy. Version control is performed by storing a copy Does the CMS provide common of each page published in OU Campus. content management capabilities, The number of versions is unlimited. 1 including check in and out, revisions Content editors can roll back to any and versioning? previous version of a page with one click. Versions of an unpublished page can also be kept. Additionally, every time a content editor saves or publishes a page, the information is logged in OU Campus. </p><p>OU Campus allows users to compare a page’s changes with any previously saved or published version of that page. Changes, deletions, and additions are shown in a visual format similar to that found in major word processors. </p><p>67 </p><p>OU Campus supports all content types out of the box, including HTML, CSS, JavaScript, jQuery, PHP, .NET, XML, Rich Which content types are supported Text, plain text, image files (.jpg, .png, out-of-the box (ie: Rich Text, Plain .gif, .bmp, .tif), PDFs, Microsoft Office Text, HTML, Images, Files (PDF, Word, 1 files (.doc and .docx, .ppt and .pptx, .xls etc), Calendar events, video, and .xlsx, etc.), Flash, many common structured data)? video and audio file types (.mp4, .mpeg, .m4v, .aif, .aiff, .flac, etc.), iframes, YouTube and Vimeo embeds, as well as calendar events and structured data. </p><p>Yes. OU Campus allows administrators to add components or widgets including forms, calendars, slideshows, etc. OU Campus has a “Gadgets” functionality, allowing for the easy addition of elements to a page. Gadgets are easily accessed from the Gadgets Sidebar and include an Images Gadget, Snippets Gadget, YouTube Gadget, and much more. The ECC team call also develop Does the CMS provide the ability for any Gadget that you find necessary, or the Administrator to add search the OU Marketplace for components or widgets such as previously developed Gadgets that you 1 forms, calendars, slideshows etc. for may want to include for your users. rapid deployment? If so, what Additionally, forms can easily be added components are available? to any page with the easy-to-use forms builder tool that includes a drag-and- drop interface to allow your users to quickly build and deploy simple forms- based applications, surveys, and polls on any web page. </p><p>Plus, the Image Galleries feature allows users to easily create and manage image galleries in OU Campus. Users can upload images into the gallery; 68 </p><p> provide a title, caption, and description information; and drag and drop images to modify the order. </p><p>Meta Data Management </p><p>Yes. OU Campus supports editing of metadata by content contributors. Users have the option to add tags to pages and content such as “Descriptions,” “authors,” and Does the CMS support editing of “keywords.” OU Campus provides metadata by content contributors, scheduling tools directly within the page including structured information 1 publishing workflow, which allows the such as publication and expiration user to schedule a page to publish or dates, titles, and call-outs? expire at any time. A user can choose to publish a page at a future date and time. Email notifications can also be sent when a scheduled page is published. </p><p>Yes. With Tag Management in OU Campus, content contributors can apply tags across all site content including files (pages, images, documents, and Can tags and categories lists be used other binaries), folders, assets, and blog across all site content, from blog posts and RSS items. Tag Management posts, to landing pages and other 1 provides administrators with a simple pages to best promote click through interface to manage and determine the from one page to the next? availability of tags applied to content. Administrators can automatically apply tags to all content within a folder or limit the selection of tags on a per-</p><p>69 </p><p> folder basis. Tags are account-wide and available for all sites. </p><p>Social Media </p><p>Yes. OU Campus has the ability to Can the CMS display external social integrate any social media site content? If so, what sites are 1 platform that has an available API, supported? including Facebook, Instagram, and Twitter. </p><p>Yes. OU Campus allows for external RSS feeds to be displayed inline. These feeds can Does the CMS allow for external RSS be dropped onto pages or 1 feeds to be displayed inline? integrated into templates, allowing for easy management by content contributors and administrators. </p><p>Yes. With OU Campus you can add social sharing buttons (e.g., ShareThis and AddThis) and Does the CMS have social sharing Facebook and Twitter feeds to widgets? If so, what sites are 1 any page. OU Campus has the supported for sharing? ability to integrate any social media platform that has an available API, including Facebook, Instagram, and Twitter. </p><p>Yes. OU Campus integrates the Does the CMS allow for commenting 1 Disqus commenting system to be used on any site page? allowing for commenting be used </p><p>70 </p><p> on any site page. Visitors can provide their perspective on a topic, “like” or “dislike” a page or another visitor’s comment, create comment threads, and much more. Administrators have the tools to configure which options are available, monitor all feedback, approve and moderate comments, and have granular control over who can input a comment. </p><p>Yes. OU Campus includes a tool for creating and managing polls and forms. OU Campus includes an easy-to-use forms builder tool that includes a drag-and-drop interface to allow your users to quickly build and deploy simple forms-based applications, surveys, and polls on any web page. The forms are created as Does the CMS provide the ability to 1 assets, which can then be generate polls? inserted into the appropriate page(s). When creating a form asset, the user can select from various form input elements, including single line text, multi- line text, radio buttons, checkboxes, drop-downs, and multi-select. Submissions can be confirmed by email to the site visitor. </p><p>71 </p><p>SEO </p><p>Yes. OU Campus ensures that Page Title, Page Summary and other critical SEO elements can be Does the CMS ensure that Page Title, created. Critical SEO elements Page Summary and other critical SEO 1 such as Page Title and Page elements can be created? Description can be added at page creation or edited at anytime by simply click on the Properties tab. </p><p>Our OU Insights module (which is included with your purchase of OU Campus) identifies pages that are missing critical SEO elements. Does the CMS identify pages that are 1 OU Insights analyzes your site missing critical SEO elements? and gives SEO recommendations on duplicate titles, missing titles, long titles, shorts titles, duplicate descriptions, and more. </p><p>Yes. OU Campus provides marketers with the ability to create and track URLs that are keyword, search, and user Does the CMS provide marketers the friendly. All URLs in OU Campus ability to create and track URLs that are folder- and filename-based, 1 are keyword, search and user thus making your website SEO- friendly? friendly. OU Campus provides your marketers with complete control over the filenames, allowing your site to have user- and SEO-friendly URLs. </p><p>72 </p><p>Yes. The Dependency Manager in OU campus manages URLs to avoid broken links when changes are made. The OU Campus Dependency Manager retains information about internal hyperlinks (i.e., links to pages that are under management in OU Campus), and ensures that such links are always up-to-date. When a user inserts a hyperlink to Does the CMS provide marketers the another page on the site using ability to retain URLs when changes the WYSIWYG Editor, the 1 are made to avoid broken links from Dependency Manager replaces search engines? the link with an OU Campus specific dependency tag. If a web page is later renamed or moved within OU Campus, the Dependency Manager will check all pages that link to it and automatically adjust links to match the new file name. All the files that link to a moved or renamed file or directory are automatically republished to maintain the correct link. </p><p>Yes. OU Campus supports the ability to implement redirects for pages that are deleted. Redirect/vanity URL templates Does the CMS provide redirects for are provided to support varying 1 pages that are deleted? types of redirects, from individual page redirects to the establishment of re-write rules (if supported by your production server). </p><p>73 </p><p>Yes. OU Campus can Does the CMS provide a sitemap.xml automatically generate an XML 1 file of the entire published website? sitemap of the entire published website. </p><p>Accessibility </p><p>Yes. OU Campus includes a built- in accessibility check that notifies Content Editors of potential accessibility issues prior to page Does the CMS notify a Content Editor publication. This accessibility when they miss an accessibility 1 check is part of OU Campus’ Final item? Check feature. Administrators can set restrictions to prevent Content Editors from publishing their final page without fixing these accessibility issues. </p><p>Yes. The OU Campus Accessibility Check feature validates web pages for Section 508 and WCAG 2.0 (Levels A through AAA) accessibility guidelines and classifies the results into one of three categories: “Known Issues,” Does the CMS provide any 1 “Likely Issues,” and “Potential accessibility reports? Issues.” The Accessibility Check identifies all potential accessibility issues, including missing meta tags and tags. Each result displays a detailed description of the problem, including the source code in question and suggested </p><p>74 </p><p> corrections prior to publishing the page. </p><p>In addition to the built-in accessibility check, our OU Insights module fully integrates with the OU Campus CMS to regularly monitor a website’s health for adherence to standards and regulations related to accessibility. OU Insights continually performs a thorough analysis of a website and reports on accessibility issues as well as broken links, misspellings, and search engine optimization suggestions. The tool sends regularly scheduled emails to CMS administrators with an overall site score, along with a link to a detailed report showing recommended actions. Because of its integration with OU Campus, OU Insights provides CMS administrators and users the ability to fix problems directly from the report. OU Insights includes both site-wide and page-specific reporting. Site- wide reports give a comprehensive assessment while page-level reports highlight page-specific areas of concern. OU Insights can be configured to run as often as daily and scan as many pages as desired on the production server, even those not managed in OU Campus. </p><p>75 </p><p>Yes. OU Campus supports the Does the CMS have any automatic 1 ability to automatically generate site map creation capabilities? a site map. </p><p>Analytics </p><p>Yes. OU Campus integrates directly with Google Analytics within the CMS in order to view analytics and metrics from within the interface. This built-in module allows administrators to review site-wide Google Analytics reports directly from their Does the CMS provide out of the box OU Campus dashboard, while integration to Analytics platforms? 1 content editors with appropriate Which? permissions can review page- level analytics for targeted information such as number of visitors, unique page views, new visitors, bounce rate, and many others within a customizable date range. The view can be expanded to include helpful charts and graphs. </p><p>Yes. OU Campus supports both Google Analytics and Tag Manager. In addition to the Google Analytics described Does the CMS support Google above, OU Campus allows ECC 1 Analytics and Tag Manager? developers to place Google Analytics tags on any page or page element in order to track visitor behavior via the HTML editor in the WYSIWYG or the </p><p>76 </p><p> more robust Source Editor. Page behavior can be modified for site visitors based on Google Analytics report data by integrating with the Google Analytics API. The coding required for this functionality would be the responsibility of your web team to develop; alternately, it could be provided by OmniUpdate as a professional service. </p><p>Plus, the appropriate GA tags can be saved in the system as source code assets by your developers, allowing non-technical content editors to select and insert them onto their page via the WYSIWYG Editor. This is as simple as inserting an image on a page. </p><p>Yes. OU Campus allows internal marketers to determine how content publishing activity impacts the site. Using the integrated Google Analytics tool, marketers can view and evaluate Does the CMS allow internal useful site metrics that can be marketers to determine how 1 correlated with content content publishing activity impacts publishing activity including site traffic? number of visitors, unique page views, new visitors, bounce rate, and many others within a customizable date range. </p><p>77 </p><p>Yes. OU Campus allows internal marketers to determine where to publish new content. Marketers can decide to place new content anywhere on the site. New pages can simply be created using the New Page Wizard, which guides Does the CMS allow internal users through the process of marketers to determine where on 1 setting up a new page. the site to publish new content? Additionally, OU Campus offers users the ability to create URLs that automatically redirect to newly named pages or to other landing pages on the site for marketing and tracking purposes. </p><p>Yes, OU Campus allows internal marketers to determine how frequently to update or create new content based on site traffic Does the CMS allow internal goals. Using the built-in Google marketers to determine how 1 Analytics tool, marketers can frequently to update or create new view and evaluate metrics to see content based on site traffic goals? if targets are being met and then determine when and where to update and/or create new content. </p><p>78 </p><p>Design and Templates </p><p>Yes. OU Campus provides an environment where users can drag and drop page elements to change page layout and Does the CMS provide a page designs. In addition, OU Campus templates building and layout environment utilize “page parameters” that allow users where users can select or drag and 1 to change the page layout, drop from a palette of page enabling/disabling regions, columns, rows, elements to change page designs? and other functionality through a simple point and click interface, eliminating the need to build a new template for every type of layout. </p><p>Yes. As part of our full-service Does the CMS provide out-of-the- implementation process, OmniUpdate box responsive templates? 1 provides responsive templates based on the responsive designs provided to us by your chosen design partner. </p><p>Yes. OU Campus provides the ability to Does the CMS provide the ability to create a design by modeling it on existing create a design by modeling it on an 1 HTML designs. OU Campus natively existing site or design? supports the creation of an unlimited number of templates. </p><p>Yes, as a full-service CMS provider, OmniUpdate implements the designs provided to use by the third-party design partner of your choice. During the Can designs from third party Implementation phase of OU Campus, 1 designers be imported? your templates are implemented for you by OmniUpdate’s expert Professional Services team. You provide the HTML and CSS based on your new design, and our Professional Services team will create the 79 </p><p> templates and New Page Wizards using best practices to get your site up and running quickly. Your Delivery Manager will work closely with you during this process to ensure that your new templates address your individual needs. </p><p>Yes. With OU Campus design changes can Can design changes be easily applied 1 be easily applied to existing pages by to existing pages? individuals with the appropriate skillset. </p><p>Minimum skills for template development in OU Campus include: • HTML, CSS, and some understanding of JavaScript (a typical web developer knowledge base) What coding skills are required to Preferred skills for advanced template change existing designs? What creation include: 1 coding skills are required to create • XML, XSL, and any server-side templates? languages (ASP, JSP, CFM, etc.) required by your institution’s websites If desired, optional on-campus template training sessions can be provided for ECC developers. </p><p>Yes. The Multi-Browser Preview feature in OU Campus allows users to preview exactly how a page will look on various mobile devices and browsers. Browsers Can a designer preview what pages available for preview include Internet will look like on various mobile 1 Explorer, Edge, Firefox, Chrome, Opera devices and browsers? If so, which and Safari. Devices available through the ones? preview feature include desktops with various operating systems (Windows and Apple) and numerous iOS and Android mobile devices, including many of the 80 </p><p> most popular devices, such as iPhone, iPad, Samsung Galaxy and Note, Google Nexus, Motorola Razr, Google Nexus, Amazon Kindle, and many more. </p><p>Navigation </p><p>Yes. OU Campus allows for the creation and maintenance of Navigation Menus. Users with appropriate permissions in OU Campus can easily adjust the structure of Does the system provide a the menu bars and navigation using the WYSIWYG capability to maintain 1 WYSIWYG Editor, allowing for drop down site navigation? and expandable menus. In addition, the order of navigation can easily be rearranged by utilizing the systems’ drag and drop features. </p><p>Yes. As users build content on a site within Does the system provide out-of-the- OU Campus, administrators can create box breadcrumb capabilities to 1 proper supporting elements automatically, include in the site? including breadcrumbs, navigation, and sub-navigation. </p><p>Does the system provide the ability Yes. OU Campus provides the ability to to create lists of pages based on create lists of pages based on directory, directory, tag or category that tag or category through the Reports update automatically as new feature. With this feature, administrators content is created? 1 can generate instant custom reports on topics such as: directories, sites, pages, users, groups, and more. Although created directly within OU Campus, all reports can exported as a CSV file. </p><p>81 </p><p>Yes. OU Campus provides support for navigation when viewed on a mobile Does the system provide support for device. With the implementation of your navigation when viewed on a 1 responsive designs, navigation is mobile device? supported on a wide range of mobile devices. </p><p>Yes. OU Campus provides out-of-the-box core site navigation. Navigation is automatically generated for new content when published. As users build content on a site in OU Campus, administrators can Does the system provide out-of-the- select to have proper supporting elements box core site navigation? Does it automatically created, including navigation, automatically maintain page 1 breadcrumbs, sub-navigation, and any locations in a sitemap as they are other needed “include” elements. added to the system? Additionally, administrators can select static navigation to appear on all pages of the website. Navigation can also be easily updated or rearranged at any time by users with the appropriate permissions with a drag and drop interface. </p><p>Roles and Users </p><p>OU Campus has 11 user levels (level 0 to level 10) that allow administrators granular control over the features and functions a user can access. These levels are grouped around user roles (e.g., contributors, editors, designers, approvers) and can How are users and user even be customized on a per-user basis, 1 authentication managed? allowing administrators to choose the appropriate role for each user </p><p>OU Campus requires a username and password for basic access. User authentication can be done within the OU Campus system (secured via SSL), remotely through ECC’s Active Directory with its 82 </p><p>LDAP capability, or by single sign-on through CAS or Shibboleth. </p><p>No. There are no limits to the number of Are there limits to the number of users that can be added. OU Campus is users that can be added as content 1 mature in its technical development and contributors? designed to handle an unlimited number of concurrent content contributors. </p><p>Yes. With OU Campus, ECC administrators can create custom roles and associate users to roles through an easy-to-use interface. User permissions can also be customized for individual users, either by deleting default permission functions or by Can you create custom roles and adding others. Additionally, OU Campus associate users to roles through an offers a powerful groups-based access 1 easy-to-use administrative system to allow the right people to edit the interface? right content on the right pages. You can create an unlimited number of groups and users can belong to as many groups as necessary. Administrators can easily control user roles and permissions through a simple form-like interface accessible from their dashboard. </p><p>Yes. Any user in OU Campus can be assigned multiple roles. For example, a publisher in one area of the site can be a Can a given user be assigned to 1 reviewer in another part of the site and an multiple roles? editor/approver for another location. These distinctions allow for distributed granular administration of user roles. </p><p>83 </p><p>Workflow and Governance </p><p>Yes. OU Campus provides the ability to define workflows through an easy-to use administrative interface. Does the system provide the ability OU Campus supports simple and complex to define workflows through an 1 workflow for editorial and approval easy-to- use administrative processes through the Dashboard, interface? Workflow tab. Administrators have the ability to enable an approval workflow for users. </p><p>Yes. OU Campus allows for the workflow to have multiple levels. OU Campus offers a completely customizable workflow process, including multi-level approvals/rejections. For example, a Can the workflow include multiple student worker can submit additions and 1 levels of approvals? revisions to a designated faculty or staff member. Upon approval by this faculty or staff member, the content can then be sent to, for example, the Marketing Department, where it is approved and published or sent back for revisions. </p><p>Yes. When creating the workflow, administrators can determine which roles have access to perform which actions at each step of the workflow. An administrator can set up a workflow for a Does workflow include the ability to user by selecting a different user as their determine which roles have access approver. The approver will be sent any 1 to perform which actions at each notifications for pages in the workflow. step of the workflow? Notified users typically have higher privileges in the workflow process such as editing, reviewing, publishing, and approving files. In addition, a user’s normal approver can be overridden on a page-by- page basis. There can be multiple 84 </p><p> approvers that a page must iterate through, which provides a hierarchy of approval. </p><p>Yes. OU Campus supports multiple workflows to support multiple sites or Does the CMS support multiple sections of the sites. Administrators can workflows to support multiple 1 configure as many workflows as sites or sections of the site? necessary to ensure that all content iterates through the appropriate approval process. </p><p>Yes. Workflows can be highly granular. Can workflow be highly granular, With the role-based workflow system, meaning that workflow could be as 1 users can be assigned a unique set of detailed as a specific page or a editing functions that can be page or specific element on the page? section specific. </p><p>OU Campus automatically notifies users when content is ready for review. Each user has their own personal workflow gadget and workflow mailbox to quickly How does the CMS automate view and access checked out pages and notification to users and roles 1 monitor projects within each workflow. when there is content for review? The workflow messaging process can also integrate with an external email system. Individuals are automatically sent notifications for pages in the workflow. </p><p>Yes. OU Campus provides scheduling tools directly within the page publishing workflow, which allows the user to Can the CMS schedule a page to go schedule a page to publish or expire at live and expire (come down from 1 any time. A user can choose to publish a the site)? page at a future date and time. Email notifications can also be sent when a scheduled page is published. Additionally, </p><p>85 </p><p> pages in OU Campus can be set to expire and be removed from the website at any time (options for page replacement or redirection are also provided). </p><p>Yes. OU Campus provides a full revision history of changes made and who made them. OU Campus automatically creates a version of every page published along with information on the previous author Does the CMS provide a full revision and when it was last edited. Version history of changes made and who 1 control is performed by storing a copy of performed them? each page published in OU Campus. The number of versions is unlimited. Every time a content editor saves or publishes a page, the information is logged in OU Campus. </p><p>Does the CMS allow older versions Yes. Content editors can roll back to any of content to be promoted to the 1 previous version using simple point-and- live site? click commands. </p><p>Yes. OU Campus provides validation on Does the CMS provide validation required fields or allowable types of on content and metadata, such as content. For example, using the forms required fields or allowable types 1 feature validation can be required for of content by field (e.g. only email certain fields. The forms feature can also in an email address field)? except only certain types of content, such as an email in an email address field. </p><p>Yes. OU Campus makes uploading images, PDFs, MS Office docs and media Does the CMS provide a means to self-evident based on whichever directory bulk upload content such as files 1 the user is using. Just like a desktop and images? application, drag and drop functionality in OU Campus allows end users to quickly handle bulk uploading of files, including 86 </p><p> images, PDFs, MS Office docs, and media. Users can quickly upload files by dragging them directly from the desktop into OU Campus. </p><p>Yes. The Page Preview feature allows pages to be previewed by content creators prior to publishing. This allows the user to feel assured that the page is configured as desired before it is on the public website. The page can be previewed in all published formats (for instance, HTML and PDF) using the Multi- Does the CMS provide a preview Output Preview feature. With OU function so users can see page Campus, pages can also be published to a content before it is approved? Can draft website for review and then a page be published to a draft 1 published to the live site. The OU Campus website for review and then CMS is by default a staging server, published to the live site after separate from the production server. The approval? staging server can be used to create, edit, and preview content prior to publishing it to the live website or production server. If desired, unlimited additional publish target servers can be configured (Dev, Test, QA, etc.) at no additional cost, providing ECC the ability to publish to a draft website before publication to the live site. </p><p>Yes. OU Campus is compatible with Can pages be viewed on mobile 1 mobile devices such as smart phones and devices? tablets. </p><p>Yes. OU Campus automatically creates a Does the system allow versioning 1 version of every unpublished or published of templates and pages? page or template. The number of stored </p><p>87 </p><p> versions of templates and pages is unlimited. </p><p>Integration </p><p>Yes. OU Campus provides the ability to integrate with best-of- Does the system provide ability to breed third-party applications. OU integrate third party applications 1 Campus can integrate with any on a page? third-party web service that has an available API. </p><p>Yes. OU Campus can integrate with any external calendar application such as Google Calendar or Outlook. </p><p>Additionally, OmniUpdate offers a multi-functional events calendar feature with a variety of tools. With OU Calendar, users can create different calendars, add Does the system provide the contacts, locations, tags, and ability to integrate with 1 attachments, as well as schedule calendaring applications? repeating events or multiple-date events. Event information can be published immediately or saved for later publication and can be posted to multiple calendars. Separate event calendars can be made for different departments, offices, and/or programs. In addition, OU Calendar gives you the ability to set up registration </p><p>88 </p><p> and collect payments for any of your campus events. </p><p>Yes. OU Campus has methods for securely connecting to external databased to display information from these systems. OU Campus interoperates perfectly with dynamic content that may be Does the system have methods for required to be stored in existing securely connecting to external database systems. Server-side databases to display information 1 executed SQL calls to MSSQL, from these systems? If so, is there PostgreSQL, MySQL, and other a built in access language? What databases are allowed on any languages such are supported? web page asset. OU Campus runs on all servers, embraces all server-side technology (e.g., PHP, ASP, .NET, ColdFusion or JSP), and client-side technology (JavaScript, jQuery). </p><p>89 </p><p>Appendix A: Sample Statement of Work </p><p>The following describes the deliverables that OmniUpdate expects to deliver to ECC based on the information provided in the RFP. Please note that is a preliminary Scope of Work meant to provide ECC with a more defined notion of the specific elements involved in implementing the proposed project. Once ECC has decided on OU Campus, we will have an in-depth scoping call with your team during which we will discuss all of your needs in order to develop an accurate Statement of Work. The following describes the Scope of Work to be provided to implement OU Campus Templates and OU Insights. </p><p>Define & Design • Affirm requirements provided by ECC • Develop Architecture and Technical Design documentation </p><p>Build OU Campus Templates • Setup and configuration of ECC's account and initial site within OU Campus • Setup and configuration of global resource files (XSL templates, New page templates (TCF/TMPL), Header, Footer, Main Navigation, Google Analytics, etc.) • Setup and configuration of navigation structure (breadcrumbs, interior section navigation, etc.) • Setup and configuration of LDP module (installation of server-side module; styling of forms and gallery assets) • One (1) Homepage with editable regions based on designs provided by the Design Lead and approved by ECC • Up to three (3) landing pages based on designs provided by the Design Lead and approved by ECC (TCF/TMPL) • One (1) Interior page based on designs provided by Design Lead and approved by ECC (TCF/TMPL) • One (1) template for creating new folders with required resource files (index page, navigation include files, properties files, etc.) • Setup and configuration of news section utilizing OU Campus RSS feed system • One (1) news listing page with dynamic display of news articles from RSS feed • One (1) template for creating news article pages (TCF/TMPL) • Two (2) RSS parsing scripts for dynamic display of (1) news and (1) event RSS feed on homepage • One (1) RSS parsing script for dynamic display of news RSS feed on interior pages • One (1) RSS parsing script for dynamic display of events RSS feed on interior pages </p><p>90 </p><p>• One (1) search results page for display of Search results, include setup of Search code for site search form • One (1) A-to-Z index page for display of links to pages (based on OU Campus site map XML file) • One (1) site map page for display of links to pages (based on OU Campus site map XML file) • One (1) 404 page for display of custom 404 message • Up to ten (10) custom snippets and components to facilitate editing content of complex design elements (accordions, tabs, image blocks, etc.) </p><p>Build OU Insights • Setup and configuration of OU Insights on a single site in ECC's OU Campus account • Implementation of the OU Insights module </p><p>Quality Assurance and User Acceptance Testing (UAT) • Feature Functionality Review/Walk Through • Developer Documentation • Architectural Review • Internal OU Quality Assurance Testing (QAT) • Customer UAT for 1 week post-delivery meeting • UAT issue resolution and support for 1 week </p><p>Project Management • Provided throughout the lifecycle of the Project • Weekly Status Reports and Meetings </p><p>91 </p><p>Appendix B: OmniUpdate Service Level Agreement –Software-as-a-Service License </p><p>This Service Level Agreement (the Agreement) is entered into, by, and between OmniUpdate, Inc., a California Corporation (the Licensor) and the Licensee. </p><p>OmniUpdate, Inc. hereby agrees to license the use of the Software (as defined below), pursuant to the terms of this License. Licensee may only use the Software as described in this License. Should the License Term and Number of Users be less than perpetual and unlimited, respectively, the License is granted for the Term and Number of Users specified in the Term and Pricing section of the OmniUpdate, Inc. proposal or any revised Term and Number of Users, as amended upon request by the Licensee and agreed to, in writing, by the Licensor. </p><p>Licensee’s use of OmniUpdate, Inc.’s OU Campus Software-as-a-Service (SaaS) Application (the “Software”) is expressly conditioned on Licensee’s acceptance of the following terms and conditions (the “Agreement”). By using the Software, Licensee signifies Licensee’s assent to the Agreement. </p><p>1. SOFTWARE The Software refers to the computer application program OU Campus, whether installed on Licensee’s server or supplied as an Internet-delivered service by OmniUpdate, Inc (OmniUpdate). This includes any updates, supplemental code, or programs provided to Licensee by Licensor with, or in connection with OU Campus, the OU Campus User and Reference Guides, all OU Campus Help files, and any related online or electronic documentation. OmniUpdate grants Licensee a limited, non-exclusive, non-transferable, revocable license to use the Software only for its stated purposes. As a licensee of the Software, Licensee may not rent, lease, grant a security interest in, sell, resell, or otherwise transfer any rights Licensee has in the use of the Software. Licensee is not to reproduce, duplicate, copy, or exploit, for any commercial purposes, any portion of the Software. Licensee is prohibited from modifying, translating, disassembling, decompiling, reverse engineering or otherwise attempting to derive the source code for the operation of the Software. Furthermore, Licensee is prohibited from creating derivative works based on the Software or parts of the Software. For purposes of this license, “reverse engineering” shall mean the examination or analysis of the Software to determine its source code, structure, </p><p>92 </p><p> organization, internal design, algorithms, or encryption devices. Licensee agrees not to access the Software by any means other than through the Browser interface that is provided by OmniUpdate. </p><p>2. DESCRIPTION OF SERVICE A. OmniUpdate provides Licensee’s authorized users with the capability to easily update Licensee’s website using an intuitive browser-based website editor and have these updates — typically additions, modifications, and deletions to the original content — published back to Licensee’s web server. The specific Services to be delivered by OmniUpdate are defined in OmniUpdate’s proposal to the Licensee. </p><p>B. In order to use the Software, Licensee must obtain access to the World Wide Web, either directly or through devices that access web-based content and connect to the OU Campus Server, whether locally installed at Licensee site or at OmniUpdate. The Software does not include access to the World Wide Web or the equipment necessary for Licensee to obtain such access. OmniUpdate is not responsible for the Licensee’s inability to access the Software. </p><p>C. The Software does not store or serve “production” web pages for its Licensees. “Production” web pages are defined as the files that are served directly to visitors accessing a website. The Software does store copies of the editable files of Licensee’s web pages in a private storage area, making them available for editing to authorized users as defined by the Licensee. </p><p>D. The Software can either be installed on a Licensee server by OmniUpdate or provided as a service via the Internet. </p><p>3. ACCEPTANCE OF TERMS OmniUpdate provides the Software to Licensee subject to these Terms, which may be updated by OmniUpdate from time to time. Unless explicitly stated otherwise, any new feature that augments or enhances the current Software, including the release of new Software, shall be subject to these same Terms. </p><p>4. LICENSEE ACCOUNTS AND PASSWORDS Licensee will be able to select account usernames and passwords for all users and administrators. Licensee is responsible for selecting a password for each user that would 93 </p><p> not be immediately obvious to someone trying to guess it, and to change it periodically as an added precaution. Licensee is responsible for maintaining the confidentiality of Licensee’s account usernames and passwords, and is fully responsible for all activities that occur under Licensee’s accounts. Licensee agrees to (a) immediately notify OmniUpdate of any unauthorized use of Licensee’s accounts involving the Software or any other known breach of security involving the Software, and (b) comply with the requirement that Licensee’s users exit (logout) from Licensee’s account at the end of each session. </p><p>OmniUpdate cannot and will not be liable for any loss or damage arising from Licensee’s failure to comply with the security measures as defined in the above paragraph. </p><p>5. SERVICE LEVEL GUARANTEE The following specifies OmniUpdate Service Guarantees to Licensee under a SaaS License: </p><p>The Software Availability: Network connections between an operating Software application and the Internet will be available to the Licensee free of Software interruptions 99.99% of the time, not including normal, scheduled or unplanned emergency maintenance windows. </p><p>Interruptions: In the event that the Licensee does experience an interruption of service, the Licensee may qualify for service level credits paid out by the Licensor. The Licensee may qualify for such a credit if: a) the interruption lasts for more than thirty (30) consecutive minutes; and b) the Software is unable to transmit and receive information from the Software system; and c) Licensee notifies OmniUpdate immediately of such event; and d) OmniUpdate determines that such interruption was caused by OmniUpdate’s inability to provide the Software for reasons within OmniUpdate’s control and not as a result of any actions or inactions of Licensee equipment or any third parties (including failure of third-party equipment); and e) such inability is not a result of standard scheduled maintenance or of unplanned emergency maintenance of the Software. </p><p>If each of the above conditions are met, OmniUpdate will, upon Licensee’s request, credit Licensee's account with the connectivity charges for two hundred percent (200%) of the length of the interruption that exceeds the Service Level Guarantee. 94 </p><p>Licensee credit may not exceed one month of the Software fees in any single calendar month. </p><p>6. SECURITY OmniUpdate hosts Licensee content on a server that is secured by an authentication scheme and a firewall. OmniUpdate utilizes industry-accepted measures and standards to maintain the security and confidentiality of Licensee’s information, data, text, messages, and other materials (collectively the “Licensee Content”). Physical and electronic measures assure that no outside unauthorized parties can gain access to the hosted staging files. Licensee acknowledges and agrees that, due to the inherent qualities of the Internet, OmniUpdate cannot prevent and, therefore, is not responsible for security breaches unrelated to the Software, nor is OmniUpdate responsible for Licensee’s failure to maintain the confidentiality of Licensee’s account information and/or password. Furthermore, Licensee is entirely responsible for any and all activities that occur under Licensee’s account. Licensee agrees to immediately notify OmniUpdate of any unauthorized use of Licensee’s accounts or any other known breach of security. </p><p>7. LICENSEE CONDUCT Licensee understands that Licensee Content, whether publicly posted or privately transmitted, is the sole responsibility of the person from which such Licensee Content originated. This means that the Licensee, and not OmniUpdate, is entirely responsible for all Licensee Content that it sends or otherwise transmits via the Software. OmniUpdate does not control the Licensee Content published via the Software and, as such, does not guarantee the accuracy, integrity, or quality of such Licensee Content. Under no circumstances will OmniUpdate be liable in any way for any Licensee Content, including, but not limited to, errors or omissions in Licensee Content, or for any loss or damage incurred as a result of the use of Licensee Content published, emailed, or otherwise transmitted via the Software. Licensee agrees to use the Software in a manner consistent with all applicable laws and regulations. Specifically, Licensee agrees not to use the Software for any unlawful, offensive, harassing, or deceitful purpose. Transmission of material, information, or software in violation of any local, state, or federal law is prohibited and is a breach of these Terms. </p><p>95 </p><p>8. THIRD-PARTY HOSTING If Licensee purchases production web server hosting services from OmniUpdate, this hosting will be provided by a third-party vendor. When Hosting services are provided by a third party, topics specific to the OmniUpdate SLA will apply only to services conducted at the OmniUpdate data centers. Any inability to connect to OmniUpdate-arranged hosted services due to failures or improperly configured services at a third-party hosting facility (including but not limited to DNS services, VPNs, or Internet transport solutions) shall not be considered as outages of OmniUpdate hosted solutions. All issues regarding set-up and support of production web server shall be resolved by Licensee and third-party vendor. Services hosted by the third parties shall be subject to their respective service level agreements, particularly as it applies to physical and network security, network uptime, server availability and scheduled maintenance. </p><p>9. INDEMNITY Licensee agrees to indemnify and hold OmniUpdate and its subsidiaries, affiliates, officers, agents, partners, and employees harmless from any claim or demand, including reasonable attorney’s fees made by any third party due to or arising out of Licensee Content that Licensee publishes to or transmits through the Software, or through Licensee’s use of the Software, Licensee’s connection to the Software, Licensee’s violation of these Terms, or Licensee’s violation of any rights of another. </p><p>10. TERMINATION OF AGREEMENT A. This Agreement shall be renewed automatically for succeeding terms of one year unless either party gives written notice to the other at least thirty (30) days prior to the expiration of any term of its intention not to renew. License and Service prices are subject to market rates at the time of renewal. </p><p>B. This Agreement may be terminated at any time if either party fails to perform any of its material obligations herein and such failure continues uncured for thirty (30) days following written notice from the non-breaching party. There are no refunds for early termination of Agreement. </p><p>C. Annually invoiced, multiyear agreements terminated early by the Licensee are subject to accelerated payment of full contract amount due at time of termination. </p><p>96 </p><p>11. FORCE MAJEURE OmniUpdate shall not be responsible for failure to perform under these Terms when its failure results from any of the following causes: Acts of God or Public enemies, war, insurrection or riot, fire, flood, explosion, earthquake or serious accident, strike, labor trouble or work interruption, telecommunications failure, or any cause beyond its reasonable control. </p><p>12. OMNIUPDATE'S PROPRIETARY RIGHTS Licensee acknowledges and agrees that the Software and any necessary software used in connection with the Software contain proprietary and confidential information that is protected by applicable intellectual property and other laws. Except as expressly authorized by OmniUpdate, its partners, or advertisers, Licensee agrees not to modify, rent, lease, loan, sell, distribute or create derivative works based on the Software, in whole or in part. Licensee agrees not to access the Software by any means other than through the interface that is provided by OmniUpdate for use in accessing the Software. </p><p>The Software and any derivative work or any “works for hire” are the intellectual property of OmniUpdate. Furthermore, the Licensee has no ownership interest in the Software. </p><p>13. LIMITATION OF LIABILITY DISCLAIMER Licensee expressly understands and agrees that: </p><p>A. The security mechanisms implemented by OmniUpdate and its partners may have inherent limitations and Licensee must determine for Licensee’s self that the Software sufficiently meets Licensee’s requirements. OmniUpdate and its partners are not responsible for Licensee’s data whether residing on OmniUpdate or Licensee servers. </p><p>B. No advice or information, whether oral or written, obtained by Licensee from OmniUpdate or through or from the Software shall create any warranty not expressly stated in these terms. </p><p>C. OmniUpdate and/or its subsidiaries, officers, and employees shall not be liable for any direct, indirect, incidental, special, consequential, exemplary, or other damages, including but not limited to, damages for loss of profits, goodwill, use, data, </p><p>97 </p><p> business interruption, or other intangible losses (even if OmniUpdate has been advised of the possibility of such damages), resulting from: (i) the use or the inability to use the Software; (ii) the cost of procurement of substitute goods and OU Campus resulting from any goods, data, information, or OU Campus purchased or obtained or messages received or transactions entered into through or from OU Campus; (iii) unauthorized access to or alteration of Licensee transmissions or data; (iv) statements or conduct of any third party on the Software; or (v) any other matter relating to the Software. </p><p>D. The total liability of Licensor in any action between Licensor and Licensee shall not exceed the amount paid by Licensee for the current term of service. </p><p>14. NOTICE Notices to Licensee may be made via email, login notice, or regular mail. OmniUpdate may also provide notices of changes to these Terms or other matters by displaying notices or links to notices on the Software. </p><p>15. TRADEMARK AND COPYRIGHT INFORMATION OmniUpdate, the OmniUpdate logo, other OmniUpdate logos and products, and OU Campus names are trademarks of OmniUpdate (the "OmniUpdate Marks"). Without OmniUpdate’s prior permission, Licensee agrees not to display or use, in any manner, the OmniUpdate Marks except as provided by the Software. </p><p>16. SCHEDULED MAINTENANCE The window for regularly scheduled maintenance of the Software is Saturday from 8:00 p.m. to midnight (Pacific Time). During these times, the Software may or may not be available for use. If maintenance occurs outside of this window, the administrator of Licensee’s account will be notified. OmniUpdate reserves the right to change the regularly scheduled maintenance window at any time. </p><p>17. USE OF OU DESIGN LIBRARY In the event Licensee utilizes a templated website redesign offered by OmniUpdate, Licensee hereby acknowledges that OmniUpdate is the owner of such template licensee from a third-party provider and is hereby providing to Licensee a nonexclusive right to use </p><p>98 </p><p> such website based upon the template redesign throughout the term of this Agreement. As a condition of Licensee’s use of the redesigned website, Licensee acknowledges and agrees not to charge a fee to access its website nor resell the website design. In the event Licensee breaches the conditions of use, the Licensee’s right to use the website design as provided by OmniUpdate will be terminated without notice. </p><p>18. MARKETING AND PUBLICITY A. Use of Name: OmniUpdate may use Licensee’s name in its customer list to include, but not be limited to, postings to the OmniUpdate website, social media channels, financial reports, and prospectuses identifying Licensee as a customer. B. Press Release: From time to time, OmniUpdate selects candidates from its customer list with whom it wishes to announce a business relationship or generate a joint press release. Should Licensee be so selected, Licensee shall have an opportunity to review and approve each press release prior to its issuance. Licensee’s approval shall not be unreasonably withheld or delayed. </p><p>19. GENERAL INFORMATION A. These Terms constitute the entire OU Campus Service Level Agreement between Licensee and OmniUpdate and govern Licensee’s use of the Software and supersede any prior agreements between Licensee and OmniUpdate. </p><p>B. Licensee also may be subject to additional terms and conditions that may apply when Licensee uses affiliate services, third-party content or third-party software. </p><p>C. These Terms and the relationship between Licensee and OmniUpdate shall be governed by the laws of the State of California without regard to its conflict of law provisions. Licensee and OmniUpdate agree to submit to the personal and exclusive jurisdiction of the courts located within the State of California. </p><p>D. The failure of OmniUpdate to exercise or enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. </p><p>E. If any provision of these Terms is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties' intentions as reflected in the provision, and the other provisions of these Terms remain in full force and effect. </p><p>99 </p><p>F. Licensee agrees that regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Software or these Terms must be filed within one (1) year of such a claim or cause of action arising or be forever barred. </p><p>G. The section titles in the Agreement are solely used for the convenience of the parties and have no legal or contractual significance. </p><p>H. OmniUpdate provides the Software to Licensee subject to these Terms. Unless explicitly stated otherwise, any new feature that augments or enhances the current version of the Software, including future releases of the Software, shall be subject to these same Terms. </p><p>Revised 1/18/2018 </p><p>100 </p><p>Exhibit B </p><p>Please see next page for signed Exhibit B: Non-Collusive Bidding Certification. </p><p>101 </p><p>SUNY Erie Community College Board of Trustees Resolution </p><p>The SUNY Erie Board of Trustee Resolution regarding a contract for Consultation, Design and Configuration of the College Content Management System and Website Redesign.</p><p>WHEREAS: the SUNY Erie Board of Trustees has been presented a request to approve a contract for Consultation, Design and Configuration of the College Content Management System and Website Redesign. following a request for proposal process; and </p><p>WHEREAS: the joint proposal submission from OmniUpdate (content management system) and iFactory (design) was chosen by an internal committee; and </p><p>WHEREAS: it is requested that OmniUpdate and iFactory be approved for a three-year program with a total cost not to exceed $205,000 spread over the three years; and </p><p>WHEREAS: SUNY Erie has budgeted the funds available to pay for this expenditure; and </p><p>WHEREAS: the Erie County Legislature must approve contracts in excess of $50,000 for the College; </p><p>NOW, THEREFORE, BE IT </p><p>RESOLVED: that SUNY Erie is hereby authorized to obtain the Erie County Legislature's approval to award an agreement to OmniUpdate and iFactory; and be it further </p><p>RESOLVED: that upon approval of this expenditure by the Erie County Legislature, the President of SUNY Erie or his designee, is authorized to enter into a Standard Agreement with OmniUpdate and iFactory as outlined above. </p><p>ATTEST: </p><p>Dennis Murphy Chair, Board of Trustees SUNY Erie </p> </div> </article> </div> </div> </div> <script type="text/javascript" async crossorigin="anonymous" src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-8519364510543070"></script> <script src="https://cdnjs.cloudflare.com/ajax/libs/jquery/3.6.1/jquery.min.js" crossorigin="anonymous" referrerpolicy="no-referrer"></script> <script> var docId = '390c049c59eaa00fa0ace37ccf8a1083'; var endPage = 1; var totalPage = 105; var pfLoading = false; window.addEventListener('scroll', function () { if (pfLoading) return; var $now = $('.article-imgview .pf').eq(endPage - 1); if (document.documentElement.scrollTop + $(window).height() > $now.offset().top) { pfLoading = true; endPage++; if (endPage > totalPage) return; var imgEle = new Image(); var imgsrc = "//data.docslib.org/img/390c049c59eaa00fa0ace37ccf8a1083-" + endPage + (endPage > 3 ? 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