Effective IA For Portals: The Building Blocks Framework

EffectiveIA For Enterprise PortalsThe Building Blocks Design Framework

IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework

Todays MenuOf Portals and ProblemsEscaping FlatlandThe Building BlocksEnhancing Portal Value & ExperienceCase StudyCommunity...?

Of Portals and Problems

User experience often left to IT...

Executive dashboard Dashboards Portals Enterprise portals Tile-based UX WidgetsDIY experiences Hackware Fablab

IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework 5

Portal Types • Dynamic web publishing• Self-service• Collaboration• Intranet• E-business• Enterprise integration

Enterprise Portals“a portal addressing the whole enterprise”

Audience: all HR staff, all suppliers

Purpose: all HR processes, all purchasing

Content: all HR data, all ERP functions

Some examples

ʻEnterpriseʼ: Perceived differently

Implied universality, ubiquity, permanenceHigher costs, ʻstakesʼ, visibility, complexityMore pressure, politics, risk

The Usersportal is...

“Is everything in one place?”

a single destinationaggregates content (info, functionality)personalized or customizable

IT Stakeholdersportal is...

“Will it fit our IT architecture?”

a technology platformlowers integration costs, complexity

The Businessportal is...

“What does it cost?”

a business channelconnects with audiences or partnersenhances strategic capabilities

Potential conflicts• distinct languages• divergent goals• differing success criteria• competing agendas

IA / UX

The Problem With PortletsThe Forrest Gump School of Architecture

The Common Portlet“portletus flaticus”

Two part structureNo ʻhooksʼ or connectionsOnly purpose = displayA little bit anti-social...

The Ubiquitous Portlet

The Box of Chocolates Model

1. Everything in a portlet

2. Portlets are islands

3. ?? Add more portlets!

Advantages

Single toolSimple methodClassic strategy

...but only one outcome.19

Welcome to Flatland!2Dbasic structureno depthlimited flexibility

Growth & ChangeMore content...New audiences...Re-organizations...

The Bigger Box of Chocolates

Increased...Information costsManagement costsTraining costs

DecreasedUsabilityFindabilitySatisfactionExperience qualityAdoptionPerceived valueROI

The iTablet...?

The Kitchen of the Future...?

One-Way Aggregation

??????

Two-way Conversation

Escaping Flatland

NeedsAllow for growth and changeEstablish common language for all perspectivesConstruct scalable, reusable structuresEncourage high-quality user experiencesEnable sharing of assetsFurther vision of 2-way conversation

Vision: Enterprise Portal Suite

A Better Experience

The Building BlocksEscaping Flatland

Why Use Frameworks...?

Cheaper!

Faster!

The Building Blocks System

Basic PrinciplesStandardized Components

Containers manage content

Connectors define structure & navigation

Assembly RulesSuggested Functionality

Convenience, Utility, Social

Best Practices [soon]

Free-form content

Section Connector

Page Connector

Utility Navigation

Control Bar

Convenience Functionality

Basic PrinciplesThe Design Behind the System

OpennessUse blocks for some or all contentMix blocks and free-form content

PortabilityBlocks can be:

•syndicated

•shared

• reused

•placed elsewhere

•duplicated

•moved

Independence

Blocks are independent

•content

• interaction

•display...until “stacked” together

InheritanceBlocks inherit from those stacked above:•content

•properties

• interaction

Inheritance cascades top to bottomAll blocks stacked below inherit from above

Inheritance

Layering

Blocks can define all layers of an environment...not just visual / IA / UX

Blocks can cover *any* combination of layers...some, all, one, UX, tech, biz

Layering

Containers

Containers7 typesBegin with Tile, range up to Portal SuiteMakeup and behavior defined in detailSmaller Containers deliver contentLarger Containers create structureWork together with Connectors

TileSize: 1Elements:

• Header• Body• [Footer]

Tile GroupSize: 2Elements:

ViewSize: 3Elements:

PageSize: 4Elements:

• [none]

SectionSize: 5Elements:

• Page (1)

Dashboard / PortalSize: 6Elements: Section (1)

Portal SuiteSize: 7Elements: Portal (1)

ConnectorsK.I.T. Keep it Together...

Connectors Overview8 Connector typesSome enable navigationSome provide interactivity for ContainersMakeup and behavior defined in detail

Control BarAdds ʻdepthʼ

Attach to:• Tiles• Tile Groups• Views

Page ConnectorLinks all Pages in a Section

Section ConnectorLinks all Sections (1 Page) in a Portal

Crosswalk ConnectorDirectly links two individual Containers

Crosswalk Connector

Contextual CrosswalkDestination changes with context

Contextual Crosswalk

Portal ConnectorLinks Dashboards & Portals in a Suite

Utility NavigationLinks external tools:

• calendars• alerting• instant messaging• corporate blogs• enterprise wikis• licensed feeds• RSS aggregators

Geography Selector

Putting It All TogetherStacking Hierarchy & Assembly Guidelines

Stacking HierarchyAssigns “size” to all blocksDefines possible combinations

Stacking Rules1. Smaller blocks inside larger blocks2. Multiple smaller blocks allowed3. No larger blocks inside smaller blocks4. Can stack blocks sequentially5. Can skip sizes when stacking6. Can stack different sizes on the same level

Container Stacking HierarchyPortal Suite 7

Portal 6

Section 5

Tilegroup 2

Tile 1

1. Smaller blocks inside larger blocks

Portal Suite 7

Portal 6

Section 5

Tilegroup 2

Tile 1

2. Multiple smaller blocks allowed

Tilegroup 2

Tile 1 Tile 1 Tile 1

Tilegroup 2

3. No larger blocks inside smaller blocks

Tile 1

Section 5

Tilegroup 2

4. Can stack blocks sequentially

Tilegroup 2

Tile 1

Portal 6

Section 5

5. Can skip sizes when stacking

Section 5

Tile 1

6. Can stack different sizes on the same level

Tilegroup 2

Tile 1 Tile 1

Tile 1

Tilegroup 2

Tile 1 Tile 1 Tile 1

Tile 1

Stacking Example

Case StudyChange and Growth

Strategy: Enterprise Tile Library

Design: US Dashboard / Healthcare Portals

Prototyping: Healthcare Portal POC

Governance: US Design Guide

ClientBiopharMEGAceuticialsGlobal enterprise ~100k staff R+D > manufacturing > sales > distributionRecent mergers = new size and complexity

ProjectSeries of portal effortsVendor: strategy, design, build, supportEngaged across enterpriseBuilding blocks evolved

Global Executive Portal

Global Leadership TeamEnterprise insightBusiness intelligence

Account Management Portal

National market managersPerformance assessment, decision supportAnalytical tools, alerting

*Geographic visualization

US Dashboard

US Leadership TeamMajor market insight, enhancing dialog Business intelligence, social commentary

*Introduced social mechanisms

Approvals Portal

Senior Managers, ExecsStreamline finance operationsInvoice tracking & approval

*Portability = critical

Regional Dashboard

Regional executive teamPerformance monitoringBusiness intelligence

*Emphasis on social assessment

Expense Management Portal

Managers, budget coordinatorsStreamline invoicing, improve forecastingInvoice & project management capability

Sales Dashboard

Unit LeadershipUnit operations insightBusiness intelligence, social asessment

Daily Planner Console

Chronic care managersIncrease efficiency & productivity Productivity tools, workflow integration

*UX offers rich interactions

Working With the BlocksEverone Loves Structural Frameworks!

Use the blocks at the right levelHow will you use the blocks?Common languageReference / exampleStarting point for designSet of defined componentsPolitical shield

Adapt things as needed

What is the environment?What needs to be portable, open?Is inheritance useful?Are these the right blocks?

Change or add principles with care

Selling the Building Blocks

Pitch the outcome, not the frameworkSpeak the buyersʼ language (IT, user, biz)Always explain the minimumStart simple, promise less, do more

More About the Blocks@Boxes and Arrows Building Blocks articleshttp://www.boxesandarrows.com/person/88-joelamantia

@JoeLamantia.comCategories: Building Blocks, Dashboards & Portals

Tags: building_blocks, executive_dashboards, ia_building_blocks, portals

@del.icio.us: jlamantia

Possible Future StuffWikiCommunity of PracticePatterns & Pattern LibraryMailing List, Blog, FeedDestinationWorkshops & SeminarsCoursesBook...?

Thanks!

joe.lamantia@gmail.com

Effective IA For Portals: The Building Blocks Framework

Business

Transcript of Effective IA For Portals: The Building Blocks Framework

MODEL SYSTEM IA & SYSTEM IA-10

Building Blocks - paho.org · Building Blocks in d ia B etes e ducation and c ontrol Alberto Barceló is a physician specialized in epidemiology . He is a regional advisor on chronic

Honors Chemistry IA Unit 1. Atoms are the submicroscopic particles that make up the basic building blocks of matter “Smallest unit of matter” These.

Horicon Marsh Paddling Guide d a ou e l th a v k R e d C e ...dnr.wi.gov/topic/lands/documents/horicon/canoeing.pdfIA IA IA IA IA IA I* IA I* IA!y!y!y!y IA IA IA IA IA IA IA!| !|!|!|

Bear Swamp WMA Topo Map - The Official Web Site for … IA IA IA IA IA IA IA NJDEP Bear Swamp Wildlife Management Area Sussex County, Hampton & Frankford Townships 2,982.42 Acres 0

Creative toy blocks - Lasykids Blocks

PCS 7 Industry Library for S7...Basics 1 Operation blocks 2 HVAC blocks 3 Communication blocks 4 Logic blocks 5 Mathematical blocks 6 Motor and valve blocks 7 Panel blocks 8 Controller

Ia! Ia! - synopsis

Building blocks | Blocks Puzzle | Toy blocks - Sluban Aviation

IA- Consolidated IA May 2016

Ia! Ia! - card example

Combating Burn Out, Promoting Physician Well‐Beingacgme.org/Portals/0/PDFs/Webinars/July_13_Powerpoint.pdfCombating Burn Out, Promoting Physician Well‐Being: Building Blocks for

INSIDE - Professional Insurance Agents NE IA › Portals › 0 › PIA Magazine › 2013... · insurance coverages are available through WNC First Insurance Services: • Excess Flood

Nations in Transit 2013: Overall Democracy Scores · Nations in Transit 2013: Overall Democracy Scores 1 2 3 4 5 6 7 ia ia ia lic d ia ia y ia ia atia ia ro acedonia ia a a e o ia

SIXTH SUNDAY OF EASTER - sacredheartcocathedral.com › wp-content › ...Regína Caeli / Mary, Heaven's Queen lú - ia: ia: ia: ia: ia: ia: Re - gí - na Mar - y, heav - cae en's

portals*, using an “accordion” table where the portals are ... · at the Verdanza Hotel, just a few blocks off the beach. I had found out the day before that a proposal for teacher

Indian Bayou Area - United States Army Brochure... · 2020. 8. 24. · IA IA IA IA IA IA IA IA IA IA IA IA IA IA IA I IA IA IA I* I* I*!@ [d d[Wheel Chair Bound Hunting Only St Landry

Richmond Public Schoolsweb.richmond.k12.va.us/Portals/0/assets/Public...First Day of School 2013-2014 . ðl/C SCHOO . VANDO NUESTRos ESFUERZOS PARA ALCAI EXCEL ENC IA ACADEMICA NUESTROS

pp.ipd.kit.edu · Elementary blocks A statement consists of a set of elementary blocks blocks : Stmt → P(Blocks) blocks([x := a]!)={[x := a]!} blocks([skip]!)={[skip]!} blocks(S1;S2

Ia! Ia! - rules