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In this session at Nuxeo World, we looked at best practices, lessons learned and key factors of a successful document management system deployment based on a Nuxeo DM example.

The presentation (delivered by Alain Escaffre, Nuxeo, and Thomas Choppy, Smile) focused on a use case based on the implementation by Nuxeo’s system integrator Smile of Nuxeo Document Management system at HEC – a well-known French business school with 44,000 students around the world. Lessons learned on how to avoid common pitfalls are applicable to many DM projects in general.

The Project

The implementation focused on educational content distribution objectives: from training content, forums, blogs to a grading system. Permissions management was quite complicated with strict segmentation of which content is available to which groups of students. Integration with an internal IT rights management system was, hence, involved.

Some constraints of the project included complicated customization requirements for the UI, deep integration with the existing IT ecosystem, traffic of thousands of users.

The project followed agile approach, balancing ongoing specifications and working with non-technical users for requirements fleshing out.


Linux, Oracle and JBoss were in the mix. HEC used Nuxeo’s Connect subscription service to accelerate SI’s work, where Nuxeo was supporting Smile during the implementation.

Twenty tickets were open during the project. Some were related to bugs that were not previously found in default installs of Nuxeo DM, others were around extending development device on the design approach, and how to use JSF validation or use API.

Best Practices

  • Use storyboarding: We know what Nuxeo is capable of, so we can present that “on paper”
  • Be agile, define the initial scope at the beginning, draw the line around the project perimeter
  • Consider deployment issues at the beginning of the project: tech requirements, architecture, required service level
  • Testing: Have a good strategy for testing
  • Focus on business value: Ask users what they want the system to do.

Common Pitfalls

  • Too many political interactions in workshops, avoid that by limiting the number of participants to key 3-4 users in the company
  • No awareness of product capabilities
  • No clear and measurable goals
  • No team leader capable of making decisions.