1. Guiding Principles
   1. Phase 1 Achievements
      1. Primary focus: 24/7 product catalog and flexible, online purchasing for both large and small orders
      2. Established data integration between JDE, ORCA and web database
      3. Established initial rules and workflow for updating, managing and deprecating products
      4. Established user security model for purchasing
      5. Generated rationale for new hires
      6. Provided sales and marketing tools for internal stakeholders
   2. Phase 2 Focii
      1. Elevate design and UX to best-of-breed standards
      2. Elevate product search and meta-data to best-of-breed standards
      3. Elevate SEO, analytics and OSO to best-of-breed standards
      4. Enhance processes to achieve more rapid development and greater quality
      5. Streamline human workflows involved in site maintenance
      6. Document internal stakeholder feedback and development requests
   3. Target Users (Audience)
      1. Internal
         1. Site Administrator(s)
         2. Territory Managers (Sales)
         3. Product Managers (Marketing)
      2. External
         1. Board Level
            1. Book Bureau Representative
            2. Prov/District Administrator (high level)
            3. Discipline Coordinator
            4. Consultant
            5. Purchasing Agent / Manager / Officer
         2. School Level
            1. Administrator (high level)
            2. Department Head
            3. Teacher
            4. Textbook Coordinator /Administrator
         3. Other
            1. Parents
            2. Authors
2. DESIGN / UX
   1. Redesign Recommendations
      1. Read "Experience Themes" and introduce unifying UX theme
      2. Review branding (avoid awkward double branding)
      3. Redesign browse navigation (top, primary; multi-level side, secondary) see: chapters.ca
      4. Redesign search (ideally, top center with filtering)
      5. Review grid structure (retain modularity, but create focus, stylistic continuity and flow)
      6. Rethink photographic visuals (size, "punch")
      7. Review and unite all typography (content and navigational)
      8. Create deep navigational footer
      9. Review and analyze colour palette
      10. Round elements
      11. Review and redesign all user "dialogs" (login, logout, etc.) see: www.kontain.com
      12. Implement highly visible social sharing icons and features at all levels (registration, page, book)
   2. Cross browser testing and fixes
      1. 38% Firefox + Safari + Chrome
      2. 14% Macintosh
3. CORE FUNCTIONALITY
   1. Personalization and Profile
      1. Nelson (internal) users
         1. Create and send customized materials/quotes to selected boards/schools
      2. Members Functionality
         1. Registration
            1. Social identity integration
         2. Improve personalization
            1. Social identity integration
            2. User profile page
            3. Personalized dashboard
         3. Access to MyNelson digital resources
      3. Improve not-logged-in functionality
      4. Remove https
   2. Product Find
      1. Search
         1. Reposition and resize
         2. Add search filtering
         3. Build out advanced search
         4. Assess and improve search performance
         5. Capture search terms for analysis
      2. Browse
         1. Review all browse navigation
         2. Provide filtering
   3. Product Information/Display/Preview
      1. New product attributes
         1. Reading level
         2. Provinces
         3. Grade level
         4. Product type (book, digital, etc)
      2. Implement tags and tag clouds
      3. Automate series pages
   4. Ordering / Shopping Cart / Check Out
      1. Business / personal credit card fixes
      2. Make backorder products available
      3. Include CC tracking code for Snappay
      4. Increase preauthorization limit
   5. Ad Serving
      1. Replace marketing ad functionality with ad server
   6. Content Management
      1. Book sites
         1. Fix URL structure...
   7. Site Administration
      1. User management
4. SYNDICATION, MARKETING AND METRICS
   1. Search Engine Optimization (SEO)
      1. Automate optimized page titles
      2. Automate optimize meta tags
      3. Generate sitemaps
         1. Google
         2. Yahoo
         3. Bing
      4. Performance and competitive analysis
   2. Analytics
      1. Google Analytics
         1. Consulting and Training
            1. Meeting Set with Analytics Pros (Tuesday 21)
      2. NSC product and sales reporting
      3. Search term capture
      4. Exit Surveys
         1. Goal accomplishment
   3. Onsite Social Optimization (OSO)
      1. Social Identity Registration Integration
         1. Social Identity Data Capture and Mining
         2. APIs
            1. facebook
            2. Google
            3. Yahoo
            4. Twitter
            5. MySpace
            6. Linkedin
            7. AOL
      2. In-site Content Sharing
      3. Support for Connecting with Social Graph (Friends)
      4. Widget Creation
   4. Referral Tracking
      1. Implement affiliate type tracking for Nelson sites
   5. Content Syndication
      1. RSS Feeds
         1. New Releases by topic, grade, etc.
         2. Conferences and events
         3. Internal Fundraising
      2. Widgets
         1. Social
         2. Google
5. SYSTEMS INTEGRATION
   1. MyNelson
   2. Data Core