The Drupal Association brought a new challenge to the Drupal community this past summer. At the beginning of May 2024, Dries Buytaert, the founder and leading visionary for the Drupal platform, announced an ambitious plan codenamed Starshot. The community rapidly came together around the concept and started planning how to make this vision of the future a reality, including Oomph.
What is Starshot/Drupal CMS?
Codename Starshot is now known as Drupal CMS. Drupal is a free, open-source content management system (CMS) where authors and developers build and maintain websites. Drupal has been around since 2001, and in the past, it was focused on being a developer-friendly platform that supports complex integrations and custom features.
Drupal CMS is a reimagining of Drupal for a wider market. Currently, Drupal successfully supports the complexities that governments, high-volume editorial sites, and membership organizations require. But, the barrier to entry for those that wanted to start with a small, simple site was too high.
Drupal CMS is the community’s solution to drastically lower the barrier to entry by providing a new onboarding and page-building experience, recipes for common features, advanced SEO features, and “AI Agents” that assist authors with content migration and site-building acceleration. Dries challenged the community to start building towards a working prototype in less than 4 months, in time to demonstrate significant progress for the audience at DrupalCon Barcelona in mid-September.
The Contact Form Track
The Contact Form is an official recommended recipe. As the name suggests, its purpose is to provide a Recipe that installs the necessary modules and default content to support a useful, but simple, Contact Form.
The primary user persona for Drupal CMS is a non-technical Marketer or Digital Strategist. Someone who wants to set up a simple website to promote themselves, a product, and/or a service. A Contact Form should start simple, but be ready for customization such as integrations with popular email newsletter services for exporting contacts and opting into receiving email.
Research and Competitive Analysis
Drupal CMS aims to compete with juggernauts like WordPress and relative newcomers like SquareSpace, Wix, and Webflow. To create a Contact Form that could compete with these well-known CMSs, our first step was to do some competitive research.
We went in two directions for the competitive analysis (Figma whiteboard). First, we researched what kinds of experiences and default contact forms competitor CMSs provided. Second, we took stock of common Contact Form patterns, including those from well-known SAAS products. We wanted to see the kinds of fields that sales lead generation forms typically leveraged. With both of these initiatives, we learned a few things quickly:
- The common fields for a simple Contact Form are generally consistent from platform to platform
- More complex sales lead forms also had much in common, though every form had something custom that directly related to the product offered
- WordPress does not have a Contact Form solution out of the box! Site owners need to research commonly used plugins to achieve this
Our approach was starting to take shape. We internally documented our decisions and high-value MVP requirements and presented them to the advisory board for feedback. With that, we were off to create the start of our Contact Form recipe.
Recipe and Future Phases
Phil Frilling started the Contact Form recipe, which is currently under peer review. The recipe is barebones for Phase 1 and will install the required modules to support a default Contact Form and email the site owner when messages are received. Once the initial recipe is accepted, a round of testing, documentation, and additional UI in a custom module may be required.
Our plans include additional fields set as optional for the site owner to turn on or off as they need. Some customization will be supported in a non-technical user-friendly way, but all the power of Drupal WebForms will be available to those that want to dig deeper into customizing their lead forms.
In the short term, we are proposing:
- Database storage of contacts that safeguards valuable leads that come in through forms
- Quick integrations with common CRMs and Newsletter providers
- Enhanced point-and-click admin UI through the in-progress Experience Builder
- Advanced fields to handle specialty data, like price ranges, date ranges, and similar
- Conditional defaults: Through the initial set up, when a site owner specifies an Editorial site they get one default Contact Form, while someone who specifies E-commerce gets another default Contact Form
- Feedback mechanism to request new fields
Next stop, the Moon
DrupalCon Barcelona took place last week, September 24 through 27, 2024, and the Drupal CMS prototype was displayed for all to see. Early 2025 is the next target date for a market-ready version of Drupal CMS. The community is continuing to push hard to create a fantastic future for the platform and for authors who are dissatisfied with the current CMS marketplace.
Oomph’s team will continue to work on the Contact Form Track while contributing in other ways with the full range of skills we have. The great part about such a large and momentous initiative as Drupal CMS is that the whole company can be involved, and each can contribute from their experience and expertise.
We’ll continue to share our progress in the weeks to come!
Thanks!
Track Lead J. Hogue with Philip Frilling contributing engineer, Akili Greer and Rachel Hart researchers, and thanks to Rachel Hart again for bringing the Contact Form Track Lead to Oomph for consideration.
The Brief
Oomph has worked with Lifespan since 2010 and created the second version of their intranet on Drupal 7. A critical tool like an intranet needs regular maintenance. Even with regular updates, there comes a time when the whole platform needs a re-architecture to be flexible, secure, and performant.
In 2021, it was time to plan the next phase of the intranet on Drupal 9. Lifespan used the redesign as an opportunity to realign the employee journeys with the evolution of their work. And COVID-19 had provided an opportunity to reevaluate whether a security-first, HIPAA-compliant intranet could be available to those working from home.
Departments
Job & Clinical Tools
Staff Contacts
Critical Top-Tasks
The Oomph team ran a Discovery and research phase to gather requirements and understand employee expectations. We ran workshops with client stakeholders, identified important work tasks and created 5 employee personas, conducted one-on-one interviews with key persona types, and gathered feedback from employees with an online and email survey.
Through this research, we started to see two different types of tasks emerge: those that required speed to a destination and those that required exploration and unstructured browsing.
Tasks requiring speed to completion:
- Access health and safety policies
- Access a staff directory and immediately contact high-value individuals
- Access job tools, which are often 3rd-party digital services, for everything from timesheets to diagnostics to general education
- Access online forms to request items and services
- Access HR and employment benefits
Tasks requiring unstructured browsing:
- Access Department sites, particularly my department for relevant news & events
- Be exposed to company culture through up-to-date news and events, videos, seminars, and important business announcements or press coverage
- Access the internal job board to find advancement opportunities
- If I am a new employee, or a new manager, access onboarding material and quick links for new individuals
- Visit and browse the Bulletin Board
It became clear through our process that Lifespan employees needed to move quickly and slowly, often in the same session, depending on the important tasks they needed to complete. The intranet needed to support both types of journeys to remain a successful platform for getting work done and absorbing company culture.
The Approach
A Focused Priority on Search
Expectations about fast and accurate search are high because of you know who. When designing search for an employee intranet, the baseline requirements are even higher. We knew that we had to get the design and implementation of search right.
We took a learn-once, use-everywhere approach when it came to search interfaces. Search would be a core part of finding many types of content — tools, forms, people, departments, locations, and more. Each had to have a similar structure and set of filtering options to be the most useful.
The list of tools, locations, or people needed smart defaults. Before someone conducts their own search, each screen displays popular searches and the common content people need to access. In some cases, an employee does not even need to search in order to find what they need.
Two search pages, similar interfaces: The Job Tools search and Staff Directory follow similar patterns, adhering to our “learn once, use everywhere” rule
Personalization that follows Employees from Device to Device
Personalization had to be a part of our solution as well. Employees are able to use S.S.O. to access the intranet from their personal devices or workstation computers in the hospitals. Workstations are often shared between multiple clinical staff, therefore, our system needed to support stopping one task on on device and picking it back up on another.
A Favorites feature allows employees to create their own transportable bookmarks. Almost everything on the site can be bookmarked, reducing the need to search for commonly used content and tools. Six custom favorites are available from the left drawer at all times, while the entire list of favorites is one more click away.
Supporting Speed and Engagement
Speed is at the heart of critical tasks and high-quality patient care. A nurse, at a shared workstation, needs to log in quickly, find the tool they need, and administer care. Time is critical. They don’t want extra clicks, a search that doesn’t work intuitively, or slow page load times. Staff don’t want it, and management doesn’t want it, either.
Engagement is slower and the intention is different. Speed is for tasks. Engagement is for exploring. This is how company culture is communicated and absorbed. This is when people catch up with department and company news, find events to attend, view a photo gallery from an event they missed, or browse a bulletin board to swap items with other employees. You can’t have an intranet that is ALL business just like you can’t have an intranet that is NO business.
A Dashboard Built for Speed or Browsing
On the starting page, an employee might be in need for something immediate or might have time to explore. We do not know their intention, therefore, this page needs to support both.
The left drawer is open to employees on the dashboard. It is open to show them what it contains and to remove a click when accessing the important common destinations within. The first seven links are common items for any employee, curated by the Lifespan team. They are a mixture of tactical items — like time sheets — and company culture items — like the CARE recognition program.
Below that are the employee Favorites. The first six favorites are shown while all are available with an extra click.
The top navigation supports speed to common destinations, some of which are search interfaces and others which are built for browsing.
The rest of the page showcases engagement and company culture. Featured news stories with images are balanced with quick news and event lists. Flexible content sections allow authors to add and remove content blocks as new items are required.
Other content pages that were focused on engagement are the deeper News and Events pages, customized Location pages (for each major hospital location), and a community Bulletin Board.
The Results
Smooth Onboarding and Acceptance
No matter how confident our teams were, we didn’t really know if the redesign was a success until employees moved from the older tools they were familiar with. The Lifespan team did a fantastic job creating walk through videos ahead of the launch. Old tools and directories stayed available for a period of overlap, but our teams saw quick adoption into the new tools in favor of the familiar.
Since the intranet is now available off of the closed Lifespan network, we have seen mobile traffic increase dramatically. The responsive design is an improved experience over the previous intranet and the numbers prove it. In fact, we have found that more employees engage in company culture content on their personal devices, while using the company workstations for their tasks.
Oomph is very proud to have worked with one of the largest private employers in the state, and we are very proud to have our work used by over 17,000 people every day. Oomph continues to support the Lifespan team and the intranet project, iteratively improving the features and evolving the toolset to be effective for all.
The Brief
Visit California is a Destination Marketing Organization (DMO) with over 25 years of experience in promoting California as a premier travel destination. The organization, funded through a unique partnership between the state and the travel industry, operates with a substantial budget of over $185 million (2023). As the leader of California’s brand messaging, Visit California previously anchored its campaigns under the “Dream Big” brand positioning. However, following a significant shift in traveler motivations post-pandemic, Visit California recognized a growing desire for experiences that foster joy, connection, and adventure.
This insight led to the evolution of the brand into “The Ultimate Playground,” a strategic repositioning that highlights the state’s unparalleled diversity of geography, activities, and cultural experiences.
The “Let’s Play” campaign leveraged a robust mix of television, out-of-home, digital, and social media activations to showcase California’s diverse offerings — from wine tasting and rock climbing to luxury hotel stays, food truck adventures, and outdoor music festivals. By highlighting the playful spirit inherent in every experience, the campaign aimed to deepen the audience’s emotional connection to the state, reinforcing California’s identity as The Ultimate Playground and setting the stage for sustained brand engagement.
The APPROACH
The initial roll-out of a rebrand update is critical, and transitioning from “Dream Big” to “The Ultimate Playground” required careful internal alignment and thorough message testing. Oomph, alongside Visit California’s partner agencies, began collaborating on this effort about nine months before the campaign launch. During these early planning meetings, our team contributed key ideas and strategic approaches to help shape the campaign.
Our focus remained on the web user and their position in the customer journey. Previous campaigns had not fully optimized the user flow, so we saw this as an opportunity to reimagine the experience. With paid media driving traffic to the website, it was essential to provide visitors with clear actions once they arrived. The advertising had done its job by capturing attention and sparking interest. Now, our challenge was to build on that momentum, guiding users from interest to meaningful engagement and action.
An interactive Quiz
The Ultimate Playground campaign needed to accomplish a few things:
- Educate the consumer about the new brand positioning and why California should be considered the Ultimate Playground
- Inform the consumer about play and how it is more about kids and theme parks. Adults can and should play as well, and serious activities can be conducted in playful ways
- Activate the consumer with inspiration by giving them a unique experience and curating inspirational, playful activities throughout the state
Our teams settled on a quiz as a way to engage visitors and serve them personalized content. Based on initial research, we decided an image-based quiz would be the fastest and most fun way to answer questions and receive a set of recommendations. Choosing preferences from a set of images is a quick way to make progress tangible. We limited the questions to nine, and most visitors took two minutes to complete the quiz.
Play Styles
The eight Play Styles were based on personas researched and created by the National Institute for Play, headquartered in California. Content creators at Visit California crafted a series of TV spots with glimpses into different styles of play. Our Play Quiz would highlight which Play Style matched the participant’s preferences, and our results pages served relevant, curated content, a similar Celebrity personality, and even a secondary play style.
Email collection allowed visitors to send their play style results to themselves and allowed opt-in to more personalized content. Our team worked quickly over three months to solidify the approach, choose the quiz method and weighting criteria of the questions, and design the eight play style pages, two landing pages, a homepage takeover, and supporting pages for the new campaign.
The Results
Play Quiz: Avg. session duration
3m 01s
Play Styles: Avg. session duration
2m 25s
Compared to Site: Avg. session duration
36s
Our approach to the campaign was to support the bottom of the funnel and give visitors coming from digital ads something useful. Given the wealth of content the Visit California website contains, these broad Play Style personas made visitors see themselves in California. It brought curated content to them and provided what we thought of as a personal homepage with relevant recommendations.
“Let’s Play” was the first part of a years-long brand campaign. We are already working on the campaign for 2025 which we hope will be even more engaging than the first!
High-quality content management systems (CMS) and digital experience platforms (DXP) are the backbone of modern websites, helping you deliver powerful, personalized user experiences. The catch? You have to pick your platform first.
At Oomph, we have a lot of love for open-source platforms like Drupal and WordPress. Over the years, we’ve also built applications for our clients using headless CMS tools, like Contentful and CosmicJS. The marketplace for these solutions continues to grow exponentially, including major players like Adobe Experience Manager, Sitecore, and Optimizely.
With so many options, developers and non-developers with a project on the horizon typically start by asking themselves, “Which CMS or DXP is the best fit for my website or application?” While that is no doubt an excellent question to consider, I think it’s equally important to ask, “Who is going to implement the solution?”
CMS/DXP Solutions Are More Alike Than You Might Think
I recently attended the annual Healthcare Internet Conference and spoke with quite a few healthcare marketers about their CMS tools. I noticed a common thread: Many people think their CMS (some of which I mentioned above) is hard to use and doesn’t serve them well.
That may very well be the case. Not all CMS tools are created equal; some are better suited for specific applications. However, most modern CMS and DXP tools have many of the same features in common, they just come at different price points. So here’s the multi-million dollar question: If most of these products provide access to the same or similar tools, why are so many customers displeased with them?
Common Challenges of CMS/DXP Implementation
Often, we find that CMS users get frustrated because the tool they chose wasn’t configured to meet their specific needs. That doesn’t necessarily mean that it was set up incorrectly. That’s the beauty of many of today’s CMS and DXP products: They don’t take a one-size-fits-all approach. Instead, they allow for flexibility and customization to ensure that each customer gets the most out of the product.
While enticing, that flexibility also burdens the user with ensuring that their system is implemented effectively for their specific use case. In our experience, implementation is the make-or-break of a website development project. These are just a handful of things that can derail the process:
- The implementation partner didn’t fully understand how their client works and configure features accordingly.
- The demands of user experience overshadowed the needs of content editors and admins.
- Hefty licensing fees ate away at the budget, leaving behind funds that don’t quite cover a thorough implementation.
- The project was rushed to meet a tight deadline.
- The CMS introduces new features over time that add complexity to the admin or editing experience.
- Old features get sunsetted as new capabilities take their place.
Most of the work we do at Oomph is to help our clients implement new websites and applications using content management systems like Drupal. We have decades of combined experience helping our clients create the ideal user experience for their target audience while also crafting a thoughtful content editing and admin experience that is easy to use.
But what does that look like in practice?
4 Steps for a Successful CMS Implementation
Implementation can be the black box of setting up your CMS: You don’t know what you don’t know. So, we like to get our clients into a demo environment as soon as possible to help them better understand what they need from their CMS. Here’s how we use it to navigate successful CMS implementation:
- Assess the Capabilities of the CMS
The first step can be the most simple at face value. Consider what the CMS needs to do for you, then find a CMS that includes all of those features. Content modeling (more on that below) is a key part of that process, but so is auditing your team’s abilities.
Some teams may be developer-savvy and can handle less templated content-authoring features. Others may need a much more drag-and-drop experience. Either use case is normal and acceptable, but what matters is that you identify your needs and find both a CMS and an implementation process that meets them. That leads us to the next point.
- Test-Drive the CMS Early and Often
You wouldn’t buy a car without test-driving it first. Yet we find that people are often more than willing to license a CMS without looking under the hood.
Stepping into the CMS for a test drive is a huge part of getting the content editing experience right. We’ve been designing and engineering websites and platforms using CMS tools for well over a decade, and we’ve learned a thing or two along the way about good content management and editing experiences.
Even with out-of-the-box, vanilla Drupal, the sky’s the limit for how you can configure it. But that also means that nothing is configured, and it can be difficult to get a sense of how best to configure and use it. Rather than diving into the deep end, we work with our clients to test the waters. We immediately set up a project sandbox that offers pre-configured content types, allowing you to enter content and play with a suite of components within the sleek drag-and-drop interface.
- Align User Experience with Content Authoring
Beyond pre-configured content and components, our sandbox sites include a stylish, default theme. The idea is to give you a taste both of what your live site could look like and what your content authoring experience might be. Since so many teams struggle to balance those two priorities, this can be a helpful way to figure out how your CMS can give you both.
- Finalize Your Features & Capabilities
While a demo gives you a good idea of the features you’ll need, it might include features you don’t. But discovering where our pre-built options aren’t a good fit is a good thing — it helps us understand exactly what YOUR TEAM does and does not need.
Our goal is to give you something tangible to react to, whether that’s love at first type or a chance to uncover capabilities that would serve you better. We’ve found this interactive yet structured process is the CMS silver bullet that leads to a better outcome.
Content Modeling
Another key part of our project workflow is what we call content modeling. During this phase, we work with you to identify the many content types you’ll have on your website or application. Then, we can visualize them in a mapping system to determine things like:
- What relationships exist between these different content types?
- Who should have access to a content type, and what governance should be in place to ensure all content is accurate, on brand, and approved for publishing?
- What features do you need to support content at every level? For example, at the field level, do you need a drop-down with predefined values that only certain people can edit, or do you need an open-text field a content editor can customize?
With a solid content model in place, we can have a higher level of confidence that our CMS implementation will create the right content editing experience for your team. From there, we actually implement the content model in the CMS as soon as possible so that you can test it out and we can make refinements before getting too far along in the process.
Content Moderation & Governance
Many clients tell us they either have too much or too little control over their content. In some cases, their content management system is so templated or rigid that marketing teams can’t quickly spin up landing pages and instead have to rely on development teams to assist. Other teams have too much freedom, allowing employees to easily deploy content that hasn’t been approved by the appropriate team members or strays from company brand standards.
Here at Oomph, our mantra is balance. A good content editing process needs both flexibility and governance, so teams can create content when they need to, but avoid publishing content that doesn’t meet company standards. Through discovery, we work with clients to determine which content types need flexibility and which ones don’t.
If a content type needs to be flexible, we create a framework that allows for agility while still ensuring that users can only select approved colors, font types, and font sizes. We also identify which content needs to be held in moderation and approved before it can be published on the website.
Taking the time to discuss governance in advance creates a CMS experience that strikes the right balance between marketing freedom and brand adherence.
Implementation Turns a Good CMS Into a Great One
Modern CMS/DXP solutions have mind-blowing features, and they will only continue to get more complex over time. But the reality is that while picking a CMS that has the features you need is important, how it’s configured and implemented might matter even more. After all, how helpful is it to have a CMS with embedded artificial intelligence if making simple copy updates to your home page is a nightmare?
Implementation is the “it” factor that makes the difference between a CMS you love and one you’d rather do your job without.
Interested in solving your CMS headaches with better implementation? Let’s talk.