Select and Implement a Web Experience Management Solution

Vendor Evaluation

Select and Implement a Web Experience Management Solution

Member Challenge

  • A company’s web presence is its front face to the world. Ensuring you have the right suite of tools for web content management, experience design, and web analytics is critical to putting your best foot forward: failing to do so will result in customer attrition and lost revenue.
  • Web Experience Management (WEM) suites are a rapidly maturing and dynamic market, with a landscape full of vendors with cutting edge solutions and diverse offerings. As a result, finding a solution that is the best fit for your organization can be a complex process.

Our Advice

Critical Insight

  • WEM products are not a one-size-fits-all investment: unique evaluations and customization are required in order to deploy a solution that fits your organization.
  • WEM technology often complements core CRM and marketing management products – it does not supplant it, and must augment the rest of your customer experience management portfolio.
  • Phase your WEM implementation: Start with core capabilities such as content management, then add additional capabilities for site analytics and dynamic experience.

Impact and Result

  • Align marketing needs with identified functional requirements.
  • Implement a best-fit WEM that increases customer acquisition and retention, and provides in-depth capabilities for site analysis.
  • Optimize procurement and operations costs for the WEM platform.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should select and implement a WEM solution, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

Name Actions
Select and Implement a Web Experience Management Solution – Executive Brief
Select and Implement a Web Experience Management Solution – Phases 1-3
Select and Implement a Web Experience Management Solution – Phases 1-3

1. Launch the WEM project and collect requirements

Conduct a market overview, structure the project, and gather requirements.

Name Actions
Select and Implement a Web Experience Management Solution – Phase 1: Launch the WEM Project and Collect Requirements
WEM Project Charter Template
WEM Use-Case Fit Assessment Tool

2. Select a WEM solution

Analyze and shortlist vendors in the space and select a WEM solution.

Name Actions
Select and Implement a Web Experience Management Solution – Phase 2: Select a WEM Solution
WEM Vendor Shortlist & Detailed Feature Analysis Tool
WEM Vendor Demo Script Template
WEM RFP Template

3. Plan the WEM implementation

Plan the implementation and evaluate project metrics.

Name Actions
Select and Implement a Web Experience Management Solution – Phase 3: Plan the WEM Implementation
WEM Work Breakdown Structure Template

Onsite Workshop: Select and Implement a Web Experience Management Solution

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Do-It-Yourself Implementation

The slides in this Best Practice Blueprint will walk you step-by-step through every phase of your project with supporting tools and templates ready for you to use.

Project Accelerator Workshop

You can also use this Best Practice Blueprint to facilitate your own project accelerator workshop within your organization using the workshop slides and facilitation instructions provided in the Appendix.

Module 1: Launch of the WEM Selection Project

The Purpose

  • Discuss the general project overview for the WEM selection.

Key Benefits Achieved

  • Launch of your WEM selection project.
  • Development of your organization’s WEM requirements.

Activities Outputs
1.1 Facilitation of activities from the Launch the WEM Project and Collect Requirements phase, including project scoping and resource planning.
  • WEM Procurement Project Charter
1.2 Conduct overview of the WEM market landscape, trends, and vendors.
  • WEM Use-Case Fit Assessment
1.3 Conduct process mapping for selected marketing processes.
1.4 Interview business stakeholders.
1.5 Prioritize WEM functional requirements.

Module 2: Plan the Procurement and Implementation Process

The Purpose

  • Plan the procurement and the implementation of the WEM solution.

Key Benefits Achieved

  • Selection of a WEM solution.
  • A plan for implementing the selected WEM solution.

Activities Outputs
2.1 Complete marketing process mapping with business stakeholders.
  • Vendor Shortlist
2.2 Interview IT staff and project team, identify technical requirements for the WEM suite, and document high-level solution requirements.
2.3 Perform a use-case scenario assessment, review use-case scenario results, identify use-case alignment, and review the WEM Vendor Landscape vendor profiles and performance.
  • Vendor Evaluations
2.4 Create a custom vendor shortlist and investigate additional vendors for exploration in the marketplace.
  • Selection of a WEM Solution
2.5 Meet with project manager to discuss results and action items.
  • WEM projected work break-down
  • Implementation plan
  • Framework for WEM deployment and CRM/Marketing Management Suite Integration


Ben and Adriana did a fantastic job. This was our first Info-Tech workshop, to be honest I didn't know what to expect. Your team was well prepared, had a plan, and led us to great outcomes. It's too early for me to estimate how much this will save us ...

Michigan State Court Administrative Office (SCAO) viaWorkshop

Facilitator had great knowledge and feedback

Libbey Glass viaWorkshop

Ben did not waste any time. He was prepared, asked pointed questions, and delivered the advice and value quickly, which I appreciate. We do not often issue requests like this, so having a set of experienced eyes on it is very helpful.

Administrative Office Of The Courts viaWorkshop