How to Manage Multi-Team Collaboration Within a Headless CMS

Of course, while headless CMS solutions offer tremendous flexibility and potential for growth, they also complicate matters especially when multiple teams are involved in content generation, development, design, and deployment. A typical CMS has most of these roles operating in one location. Yet headless has that access split, so a precise method of collaborative cross-team efforts is essential. Thus, organizations must find the best ways to establish workflows, define responsibilities, and determine communication strategies so that a multitude of teams can work cohesively without sacrificing efficiency, autonomy, or quality content.

The Collaborative Nature of a Headless CMS

Collaboration doesn’t merely exist at the transfer of content handoff level. Contributions come from developers, designers, editors, marketers, localization, and even legal, all simultaneously working on different pieces of one digital puzzle. This decoupled process that is a headless CMS architecture means contributors are no longer dependent upon one WYSIWYG editor in one environment. That’s good. However, this also means that collaboration needs to be communicated clearly, processes are not transparent, and there’s an empathic need to understand how structured content will be absorbed and ultimately displayed. A clear digital content strategy becomes essential in this context, guiding cross-functional teams toward shared goals, consistent workflows, and unified standards. Thus, collaboration is successful as the team acknowledges this difference and seeks to proactively structure roles and responsibilities around it.

Roles and Editorial Boundaries Must Be Explicit

Collaboration with multiple teams requires boundaries first and foremost. Within the CMS of headless, boundaries of responsibility must be made explicit. For example, if editors are going into structured content, they should know that they have access to do so and that they are accountable; if developers are integrating said content into a template, they need differentiated access to do so. This is true for UX, which needs to establish logic for visual appeal, and the operations team that may need to control how workflows render or what level of localization can or should be applied. If this isn’t established, content can be overwritten, models can become unruly, and workflows can break down. Thus, documenting a system of who does what in conjunction with versioning and access permissions for all roles minimizes friction and accountability across the board.

A Shared Language is Required Between Teams

One of the largest collaboration challenges in a headless environment is the terminology employed. Developers work with schemas, APIs, fields; editors think in terms of stories, sections, formatting. This means that for collaboration to occur between divisions, a common language derived from either developers or editors must exist to keep everyone on the same page. Naming fields within the content models should be designed for a purpose and a meaning that stretches beyond development or editorial understanding. A glossary of terms used most often helps, as well as visual documentation of the content model so that everyone from content strategists to front-end developers knows how structured content operates and what each piece means to the end-user experience.

Using Workflows Automation to Ease Team Hand Offs

Workflows automation comes in handy for making sure content moves from team to team without getting stuck or lost in translation. A headless CMS can provide the ability to create workflows that assign tasks, approve triggers, and send content further down the pipeline for review at necessary stopping points. For example, when a content editor submits a draft, the CMS can automatically notify the legal team that it needs to review it for compliance or it needs to go to the developer for deployment. These automated touches keep things moving without needing a manual tap on the shoulder and ensure that every contributor gets access to the content when they need it and in the format that they need.

Using Version Control to Maintain Content Integrity

With many teams accessing the same content models and entries, version control is necessary. A strong versioning feature within a CMS allows contributors to see what changes have been made, reverse mistakes, and restore versions back in time. Transparency is key when working with teams globally where one department may have teams within various regions and multiple editors working on the same content in different languages or across different channels. Version control protects from accidentally overwriting someone else’s work and fosters trust amongst contributors that lets them work simultaneously and at scale without compromising the integrity of content.

Building Scalable Content Models That Enable Collaborative Efforts

Content models are the foundation of any headless CMS, and how they’re built impacts how teams will be able to work together. Content models can be built that avoid potential opportunities, include redundancies, or encourage reusability, less confusion, and streamlined efforts. The best way to go about it is through a modular approach where content is broken down into small, legitimate pieces so that different teams can all contribute simultaneously. Developers can work on front-end deployment while editors work on filling out their fields and designers can work on wireframes without waiting for content approval. The end product becomes a collaborative resource in and of itself.

Permits and Access Control Should Be Done Intentionally

Not every team needs every piece of content access or CMS access. Intentional, granular permissions can go a long way in allowing every team to do their jobs and cut down on accidental changes or exposure/visibility to sensitive content. For example, editors only need access to content types; developers need access to edit models, and legal may only need access to approval workflows. Therefore, ensure to involve a headless CMS that allows for granular permissions through flexible role-based access as most such platforms do. This means that permissions can easily be assigned based on teams, the organizational structure, and levels of collaboration.

Improve Communication About the Content In the Moment

Headless collaboration enables a more proactive, transparent need for communication. Distributed and asynchronously working teams need to facilitate avenues for commenting, questioning, or raising issues. For example, embedding communication tools or comments directly into the CMS allows editors and developers the ability to flag, question, and comment in context without switching screens. Inputting entries into project management systems like Jira, Trello, Monday.com, Asana, etc. helps track inter-team progress and task distribution. Entry updates should reflect real-time notifications so all collaborators within one piece can remain on the same page despite different departments or time zones.

Unified KPIs Across Teams for Success Assessment

Collaboration goes beyond alignment of process and now extends to success assessment. While teams can measure success in various forms, unifying common purpose KPIs, how fast can content get done, how long does a campaign have to launch, engagement levels for specific pieces, internationalization vs. localization efforts, etc. allows all teams contributing to work toward the same end goal with different endpoints. Furthermore, holding cross-functional teams accountable with regular KPI reviews keeps teams on track, with roadblocks being recognized sooner rather than later for re-strategizing opportunities. When everyone can focus on similar outcomes, collaboration should no longer be an operational pain; it’s just another integrated effort toward enterprise-wide goals.

Creating Documentation as a Shared Resource

As teams expand and role allocation shifts, documentation is the constant that makes collaborative efforts possible. From content models to workflows to naming conventions and API outputs, detailed and ongoing documentation ensures new team members get up to speed quickly and current contributors stay on the same page. Documentation should live in places where it’s accessible and searchable, undergoing frequent reviews and updates for accuracy and best practices. By treating documentation as a communal resource that’s for everyone and compiled over time instead of a one-and-done course of action, the learned knowledge of collaborative efforts increases and adapts with an ever-growing content ecosystem.

Encouraging a Collaborative Mindset Instead of Silos

Technology, alone, will never create true collaboration. It still needs people behind it who are dedicated. Therefore, the teams must engage in open communication, transparent roles, and respect the diverse talents each member brings to the table. Alignment meetings and retrospective check-ins keep trust and transparency in check while collaborative content brainstorming meetings ensure all voices are heard. When teams are comfortable sharing challenges just as much as accomplishments, they become more likely to engage in purposefully calibrated efforts down the line. This is especially important with a headless CMS where many contributors may never see the complete work on their own. Thus, collaboration should be a valued cultural element as much as it is a process for digital expediency.

Give Localization Teams Access to Content Workflow Templates

For organizations with international footprints, localization teams essentially work separately from creators who develop marketing or branded copy. A headless CMS requires this distinction yet needs to maintain consistency. Content workflow templates give localization teams access to only the fields they need language-based variants without affecting the requirements of the complete content model. This differentiation reduces the chances for errors since translators can work on their own without worrying about what the editorial team might need but also allows them to focus on the various languages needed. When localization is part of the collaboration effort from the start, it prevents content silos and reduces time-to-market for multilingual efforts.

Content Collaboration in a Headless CMS for Multi-Branded or Multidivisional Organizations

Companies with multiple brands, multiple divisions, and multiple business units further complicate collaboration in a headless CMS. Each may need its own content models, publishing rights, and workflows. Yet a headless CMS can accommodate all that differentiation while still allowing for overarching governance via separate spaces, workspaces, or projects. Editorial standards and policy relative to how much branding alignment exists can alleviate redundancy efforts while still granting brand-oriented teams the autonomy and flexibility to act independently within a larger governance framework and collaborative foundation.

Content Modeling with Design Systems in Mind

Content and design go hand in hand and even more so when working in a headless CMS where the front end is separated from the backend of content entry. Therefore, integrating any design systems into the content modeling process fosters the connection between the fields being created on the content side and the expected visual treatment down the line. Designers and developers can create the UI components that dynamically render based on structured data efforts, and editors can play in the fields without concerns over formatting. This consideration allows for common ground with aligned goals from different directions during the content building process.

Collaborative Considerations for Digital Transformation and Change Management

For many companies, a headless CMS is part of a larger digital transformation. New teams, new workflows, and new technologies tend to introduce new ways of collaborating. Companies can host training, workshops, experimental undertakings, and phased rollouts to transition everyone into new collaborative efforts without sacrificing productivity. In addition, representative participation across all disciplines editorial, development, marketing, and UX can ensure that transformations include all voices and stakeholders for effective change management. Multi-team collaboration isn’t something to overcome; it’s a continued sign of successful digital transformation.

Headless CMS APIs as Integration for Teams.

When multiple teams are working in conjunction with one another, one of the best ways to maintain productivity is through integration of tools. Headless CMS options expose APIs for content repositories to pull and push from and to various systems project management software, analytics dashboards, or even DAM systems. For example, development teams can automatically push code if they’re alerted that content is ready for use. Marketers and editors accessing a front-facing live preview may more fluidly work on their end for access to synced content in real time. The less manual integration that is required, the less likelihood of error. This also ensures that everyone, in every team, has access to pertinent content, in the way that best serves them, as part of their daily workflow. When teams can use APIs carved out for their needs, silos are broken down and collaboration is better from the start.

Collaboration Measured for Ongoing Improvements.

Furthermore, collaboration can be facilitated not just in real time, but over time and in order to do so, it must be measured. Headless CMS platforms allow for insights on how many pieces are published per day/week/month, how often content is utilized and reused, where workflow might pose limitations, and team productivity on a team-by-team basis. Measuring collaboration provides opportunities to understand what’s working and what’s complicating collaboration. For example, if a specific team is frequently using the same collaboration features and the same content models or content types, their access can be measured further; if team collaborations and access are complicated, then permissions can be revised. All of this can be made better through training early on. Measuring collaboration for improvement enhances operations for content from a metrics standpoint, but also from an iterative, scalable technique that ensures sustainable success of content operations for the future.

Photo by Tranmautritam

Facebook Comments