Thoughts

From Upkeep to Advantage: Why Optimizely 13 is Worth the Upgrade

Author

Joe Kepley

Categories:

A graphic of the Optimizely logo with a faint "13" and old barn in the back symbolizing the need for site maintenance.

Upgrading to Optimizely CMS 13 brings AI content workflows, a new visual editor, and semantic search — here's why the move pays off quickly.

I spent my early years in the Carolinas, and one of the things that you learn at an early age in the South is that nothing is static. The warm summers and humid environment means that nature very quickly puts its mark on anything that’s left outside. Kudzu grows at an amazing rate. Anything metal quickly develops a patina, and then rust. Wood warps, rots, and sags. Without constant upkeep, structures like barns, sheds, and porches can degrade to become unusable in under a decade. 

It seems ironic that in the very unnatural digital space, the same is still true. For enterprise software, shifts in underlying platforms, the security landscape, technical debt, and the way we work means that solutions require upkeep, and without it they’ll degrade over time. 

For a lot of us, Optimizely CMS version 12 still feels like a recent release, but it first rolled out in 2021. I think the reason that the Opti 12 upgrade still looms large is due to the significant migration that was required to shift from the legacy .NET 4 platform to .NET Core. This brought major changes to the underlying language and libraries, but also set the solution up for better performance, cross-platform support, and a more flexible future.

The good news is that the move to Optimizely version 13 is a smaller undertaking. There are a number of changes coming to the platform that require some shifts, but they bring with them a number of advantages that will speed up your marketing and make the effort worthwhile.

Here are some reasons that we at Blend believe the upgrade to Opti 13 will deliver a rapid return on investment:

Optimizely CMS 13 fuels AI orchestration.

Opti 13 brings tight integration into Opal, Optimizely’s AI agent and orchestration platform, and with it a path to serious efficiency gains in your team’s content workflow. If you sit down and map out how your marketing content goes from idea to production to publication, you’ll undoubtedly find rote and manual tasks that could easily be automated.

For example, imagine a Word doc arrives in your editor’s inbox or marketing automation queue in Optimizely’s Content Marketing Platform (CMP). Automation through Opti 13 allows you to set up a workflow where:

  • AI extracts the content …
  • performs editing passes for voice, tone, brand standards, SEO, and accessibility …
  • adds summaries, keywords, and tags …
  • puts a draft in your CMS …
  • … and finally, lets your editor know over Teams that it’s ready for review.

This massively speeds up the production process and improves the quality of your content. And this is only automating the work you’re already doing. There are whole categories of improvements and optimization that probably aren’t on your radar due to time constraints. 

Right now this type of AI enablement can be a competitive advantage for early adopters. We expect that within a few quarters this will become the norm; and before too long, teams with fully manual workflows will be at a disadvantage.

 

A crumbling barn in the Carolinas.

Optimizely CMS 13 introduces Visual Builder.

The biggest change to the editor experience for Opti 13 is Visual Builder, which replaces the older on-page editing environment with a cleaner and more unified WYSIWYG-style editor. This allows editors to more easily develop complex grid-based page layouts with less reliance on developers. 

The system also provides for governance controls to give editors more freedom to develop complex content while still enforcing brand standards.

Improved search through Optimizely Graph.

Optimizely’s Search and Navigation (neé Optimizely Find née Episerver Find) is being replaced by Optimizely Graph. Graph represents a significant shift, but brings with it a more modern search index with enhanced capabilities. 

This includes a modern GraphQL-driven query and ingest system that allows for a standardized way to integrate external content and cross-query it with data already in the CMS. 

Graph also brings a vector-based “AI” search that maps terms to language understanding rather than simple string mapping, so a search for “cow” can return pages with terms like “bull,” “calf,” and “beef” due to their relation to the topic. This aligns the search results more closely with the way that users are thinking about the content.

Opti ID and platform longevity.

Opti 13 brings Opti ID as standard, which is Optimizely’s centralized authentication platform. This provides single sign-on across all of Optimizely’s platforms, along with integration with your existing identity management system and better security and compliance.

Along with the upgrades to the CMS platform itself, you’re also gaining the advantages of upgrading to .NET version 10, which brings the usual security fixes and performance improvements, which can reduce hosting costs due to more efficient operation.

Onward and upward.

The nice thing about upkeep in the digital world is that unlike those old barns and sheds I remember as a kid, things can actually get better over time with good management. Opti 13 already provides enough benefit to justify the cost of upgrade beyond the simple need to remain in support and compliance, and Optimizely will certainly add additional capabilities over time. 

At Blend, we’ve done the research and built procedures ready to upgrade your site to Opti 13. Check out our Opti 13 readiness checklist, and when you’re ready to get moving, get in touch.

Related articles.

We’ve been writing and creating things for — and about! — the web for over 20 years, including our thoughts about Optimizely. Check out more articles similar to this one.

More things we can help with.

Development Icon - Web Wireframe and Code

.NET Development

Custom .NET development on Optimizely, Umbraco, and Contentstack — built for complex content and the editorial teams who manage it.

Optimization Icon - Speedometer

Digital Optimization

Get more value from your website through strategic planning, performance auditing, and iterative improvement.

Platform Icon - Circle with Laptop, Tablet, and Phone

Digital Platform Selection

Choose a CMS based on how your team works — not feature lists. Platform-experienced, vendor-neutral guidance for complex organizations.