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How should universities evaluate a CMS?

Universities should evaluate a CMS based on the outcomes it will enable, not the number of features it includes. A feature checklist tells you what software can do, but it doesn't tell you whether your institution will recruit more students, reduce risk, work more efficiently, or deliver a better digital experience.

Traditional evaluations often start with a spreadsheet of hundreds of requirements. Vendors confirm whether they support workflows, permissions, structured content, accessibility, personalization, and dozens of other capabilities. Teams tally the scores and compare totals. However, as important as features are, checking a box doesn't confirm that your people, processes, and resources can turn that capability into results. Features are inputs, while outcomes are the reason universities invest in a CMS.

The sections below outline how to run an outcome-driven evaluation that fits the realities of a complex, decentralized higher ed web ecosystem.

Start With the Outcomes You Need the CMS to Enable

Before comparing platforms, define what should improve because you selected a new CMS. Your priorities will depend on your institution, but they often include:

  • Recruiting more students
  • Reducing accessibility and other institutional risks
  • Improving web team and contributor productivity
  • Strengthening content governance and quality
  • Making content easier to discover through search and AI
  • Preparing for changing technologies and audience expectations

Then weight those outcomes by their importance to your institution. This shifts the central question from "Which CMS has the most capabilities?" to "Which CMS can best support what we're trying to accomplish?"

Translate Outcomes Into Evaluation Questions

Once you've identified your outcomes, determine what the CMS must enable to achieve them. Reframe each feature question as an outcome question:

  • Instead of "Does the CMS support structured content?" ask "Will this help us manage thousands of pages efficiently, reuse authoritative information, and make our content easier for search engines and AI systems to understand?"
  • Instead of "Does the CMS have an accessibility checker?" ask "Will this help hundreds of distributed contributors consistently publish accessible content?"
  • Instead of "Does it support personalization?" ask "Can our existing marketing team realistically create and maintain relevant experiences for different audiences?"

Evaluate Capabilities in the Higher Ed Context

A university website isn't a typical corporate website. You may have hundreds of contributors across academic departments, administrative offices, student affairs, research centers, athletics, and advancement, and most of them aren't professional web publishers. Evaluate every platform against that reality by asking:

  • Can you give occasional contributors an experience suited to their skills while providing advanced capabilities to professional web staff?
  • Can departments maintain their own information without compromising institutional standards?
  • Can a relatively small central team maintain visibility across thousands of pages?
  • Can permissions and workflows accommodate different governance models across different sites?

A CMS that's easy for five experienced web professionals isn't necessarily easy for 500 occasional contributors.

Assess Capability, Usability, Evidence, and Scalability

For every important capability, evaluate four dimensions rather than a single yes-or-no answer:

  1. Capability: Can the platform actually do what you need?
  2. Usability: Can the people who need the capability use it successfully without unreasonable technical expertise?
  3. Evidence: Can the vendor demonstrate that the capability has produced meaningful results for institutions with similar needs?
  4. Scalability: Will the approach keep working as your websites, contributors, content, and digital requirements evolve?

These four dimensions keep an impressive demonstration from being confused with real-world value.

Use Realistic Scenarios in Vendor Demonstrations

Don't let vendors drive the entire demonstration, and don't simply ask them to march through your RFP. Give each vendor problems that reflect how your institution actually operates:

  • "We have 500 contributors across dozens of sites. A department needs to update an important deadline. Show us how that change would be created, reviewed, published, and monitored."
  • "The same tuition information appears across Admissions, Financial Aid, and academic program pages. Show us how we could maintain one authoritative source without publishing identical pages everywhere."
  • "An occasional contributor creates an inaccessible page. Show us what happens before that content reaches the live website."
  • "We discover that 2,000 pages haven't been reviewed recently. Show us how our central team would identify which pages need attention and involve the right owners."

Scenarios reveal the difference between having a feature and being able to use it successfully in your environment.

Include the People Who Will Actually Use the CMS

CMS selection shouldn't be limited to senior decision-makers, procurement, and IT. Include people who represent different types of users:

  • Central web administrators
  • Marketing and communications
  • Developers
  • Accessibility professionals
  • Frequent content managers
  • Occasional departmental contributors
  • People responsible for governance

A platform may impress experienced web professionals while overwhelming someone who logs in three times a year. Pay close attention to what contributors would actually experience. In a distributed environment, overly complex tools push people to ignore warnings, abandon tasks, or work around established processes.

Evaluate Guardrails, Not Just Flexibility

During demonstrations, it's easy to be impressed by how much a CMS lets you do. For universities, it's equally important to evaluate what the CMS helps contributors not do:

  • Can contributors accidentally compromise the design system?
  • Can they create inaccessible layouts?
  • Can they publish outside the areas they're responsible for?
  • Can they bypass important approvals?
  • Can they introduce inconsistent versions of authoritative information?

The goal is to provide the appropriate amount of flexibility based on each person's role and responsibilities. Effective distributed governance balances autonomy with institutional guardrails.

Evaluate How the CMS Prevents Problems

Ask vendors to show you more than how their platform identifies problems after publication. Evaluate how it helps prevent them in the first place. For accessibility, template-level enforcement can stop certain issues from being introduced at all, while inline checking helps contributors correct other problems before publishing.

Apply the same thinking to content quality, governance, brand consistency, metadata, and content maintenance. A CMS that prevents problems at the point of creation reduces the auditing and remediation your central team has to perform later.

Assess the Operational Burden

Don't just ask what the platform can automate. Ask what your team will still have to do manually. Consider how you would:

  • Find stale content and pages without owners
  • Manage content reviews
  • Identify broken links
  • Maintain accessibility
  • Reuse frequently changing information
  • Manage and train hundreds of contributors
  • Monitor workflows
  • Make institution-wide changes

The productivity question is how efficiently the institution can maintain its entire content ecosystem.

Evaluate the Vendor, Not Just the Product

A CMS may remain in place for five to ten years or longer, so you're evaluating a long-term relationship as much as a product. Ask:

  • How responsive is support, and who provides it?
  • How frequently is the product updated?
  • How are roadmap decisions made?
  • How does customer feedback influence product development?
  • How strong is the vendor's higher education expertise?
  • What training and professional services are available?
  • Is there an active customer community?
  • How does the vendor help institutions adopt new capabilities after launch?

A strong product that your institution can't successfully implement, support, or evolve isn't a strong long-term choice. For universities operating with lean teams, best-in-class support is a core capability, not an afterthought.

Talk to Customers Like You

Vendor references are most useful when the institution resembles yours. If you have 400 contributors, don't rely on a reference with 20. If decentralized governance is one of your biggest challenges, speak with an institution running a similarly distributed model.

Ask references what happened after implementation, not simply whether they like the product:

  • What became easier, and what remained difficult?
  • What required more staff time than expected?
  • How responsive has support been?
  • Which capabilities did they actually adopt?
  • How has the product evolved since they purchased it?

Most importantly, ask whether the outcomes they expected from the CMS actually materialized.

Look Beyond Today's Requirements

You're selecting infrastructure that may remain in place for a decade or longer. You can't predict every future requirement, but you can evaluate how adaptable the platform is. Consider its APIs, integration capabilities, content architecture, structured content model, ability to separate content from presentation, and the vendor's history of evolving the product.

Future readiness isn't about guessing which AI tool or digital channel will matter five years from now. It's about choosing an architecture that doesn't force you to start over whenever something changes. Structured content, consistent metadata, semantic markup, reusable content, strong governance, APIs, and flexible architecture are the foundations of that adaptability.

Score Outcomes, Not Checkmarks

You can still use a scorecard. But instead of awarding a point for every feature, organize it around the outcomes your institution defined before the evaluation. For each outcome, assess the platform's capability, usability, evidence, and scalability, then document why you assigned the score.

That last step matters. Six months later, you should be able to understand why one platform scored higher than another, not simply see that it earned 437 points instead of 421.

The Bottom Line

The purpose of a CMS evaluation isn't to determine which platform can do the most things. It's to determine which platform will best enable your institution to achieve the outcomes that matter, within the realities of your people, processes, resources, and digital environment.

Start with outcomes. Test platforms against realistic scenarios. Evaluate usability and scalability alongside capability. Weigh the operational burden. Ask for evidence. Assess the vendor relationship. Talk to comparable customers. Then use features to understand how a platform will help you reach your goals, not as a substitute for defining those goals in the first place.

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