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MRM Concepts

Sitecore MRM™ provides 4 main hierarchical components: Multi-stage projects, Basic projects, Tasks and Jobs. Besides these concepts, it also provides more functionalities in order to facilitate the work in progress, such as task automation, timeline management, automated state flows and much more.

Enable definition in Project

Sitecore MRM™ uses entities defined within Sitecore Content Hub. In order to be able to use an entity, the entity's definition needs to be enabled in Projects.

Users can enable a definition in Projects by go to the entity's definition (Under Manage > Schema), then enable it in Project using the Enable/Disable interface.

Note

For more information about enabling a definition in project, please refer to the Enable definition in Project section.

Basic projects

A basic project is a coordinated set of tasks, allowing user collaboration over the project's content. Basic projects are used for a simple workflow, enabling the easy collaboration and simple task assignments.

Note

For more information about basic projects, please refer to the Basic project section.

Multi-stage projects

The top level in Sitecore MRM™ is a multi-stage project. A multi-stage project is a coordinated set of stages that allows users to achieve specific marketing objectives. An example of a multi-stage project is a marketing product launch. Typically, users would want to articulate workstreams, stages or milestones within the overall multi-stage project. In each workstream (advertising, logo design, packaging, brochures, social media content, etc.), the user needs to use any possible marketing tools and resources to deliver great product value.

Note

For more information about multi-stage projects, please refer to the Multi-stage project section.

Stages

A multi-stage project can be divided into multiple stages. Stages can be organized in a hierarchical way to reflect the sequence or the dependencies.

Stages are larger pieces of the process, that typically span over one or more days. An example of a stage could be: develop the briefing, execute a photo-shoot, video post production.

Within Sitecore MRM™, the timeline as displayed on the multi-stage project's details page is the place where stages and their relation can be configured and visualized.

Through the sequence of stages and their statuses, a project manager is able to easily monitor and keep track of the work in progress.

Important
  • Stages only make sense in a multi-stage project context.
  • Stages offer the exact same functionalities as a basic project.
Note

For more information about stages, please refer to the Stages section.

Milestones

Milestones are significant points on the timeline within a multi-stage project, used to determine the progress of the global project towards its end goal. Ideally, milestones should be logically tied to the related scheduled stages.

Milestones can be seen as special cases of stages. While stages have a defined list of things happening, a duration and deliverables, a Milestone is merely a placeholder that helps to articulate the multi-stage project's progress.

Important

Milestones only make sense in a multi-stage project context.

Note

For more information about milestones, please refer to the Milestones section.

Project templates

When users find themselves often initiating similar types of multi-stage or basic projects, creating new project structures every time can be a waste of time.

Sitecore MRM™ has a template feature that allows users to utilize multi-stage project structures or a sequence of multiple Projects as a template for similar recurring multi-stage projects.

Note

For more information about project templates, please refer to the Project types section.

Tasks

Within a basic or a multi-stage project context, collaboration can either be free or be managed by the project manager by assigning tasks to team members. Tasks are granular in nature and typically range from a few minutes to a few days of work.

Examples of tasks could be: making a selection from the images from a photo-shoot, making a change to a layout, reviewing and approving a piece of artwork.

Important

Tasks can be created in a basic project or in a stage of a multi-stage project.

Note

For more information about tasks, please refer to the Tasks section.

Task chaining

In addition to the project-management-driven approach, users can also add automated tasks. These tasks are typically set up at the beginning of a basic project, a stage or as a part of a project template.

Task chaining allows the automatic start of a task depending on other factors, the transfer of content between tasks, and many other features.

Note

For more information about task chaining, please refer to the Task chaining section.

Jobs

A job is a single space in which predefined teams and departments can collaborate over specific content independently, with a focus on their own responsibilities.

Important
  • Tasks are not used with Jobs.
  • Jobs are often used with Stateflows. For more information about using stateflows in jobs, please refer to the following section.
Note

For more information about jobs, please refer to the Jobs section.

State flows

Sitecore Content Hub supports finite state flow concepts that can be enabled for any type of content, enabling users to design digital logics within the content creation process.

In other words, a superuser can define a finite number of states, transitions and actions. The state flow stores the status of any content at any given time. The transition logic between states is facilitated by a dynamic and flexible User Interface.

Note

For more information about State flows, please refer to the State flows section.

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