Intranets - Vision, Approach and Best Practices by Optimus BT

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Enterprise 2.0 Consultants Building the next generation of Powerful, Interactive Applications that integrate content, data and documents with user driven content and self service features

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This presentation outlines some of the best practices that Optimus BT has seen in its 100+ implementations. The vision, design, features, and functionality outline the industry best practices for Intranet implementations.

Transcript of Intranets - Vision, Approach and Best Practices by Optimus BT

  • 1.Enterprise 2.0 Consultants Building the next generation of Powerful, Interactive Applications that integrate content, data and documentswith user driven content and self service features

2. The Vision, Approach, Best Practices and Components for Implementing Intranets 2.0 3. Agenda What is our vision for Implementing Intranets?1.Our Vision for Building Intranets 2.0An overview of our vision for Implementing Intranets What are the best practices and features for Implementing Intranets 2.0?2.Features and Best Practices of Intranets 2.0An overview of the best practices and features for implementing Intranets 2.0 What components are available for implementing Intranets 2.0?3.Intranet 2.0 Framework ComponentsAn overview of our Intranet 2.0 framework Components Why Optimus BT?4. Approach and Differentiating FactorsAn overview of our approach and differentiating factors for implementing Intranets 2.0 4. 1. Our Vision for Intranets 5. Agenda What is our vision for Implementing Intranets?1.Our Vision for Building Intranets 2.0An overview of our vision for Implementing Intranets What are the best practices and features for Implementing Intranets 2.0?2.Features and Best Practices of Intranets 2.0An overview of the best practices and features for implementing Intranets 2.0 What components are available for implementing Intranets 2.0?3.Intranet 2.0 Framework ComponentsAn overview of our Intranet 2.0 framework Components Why Optimus BT?4. Approach and Differentiating FactorsAn overview of our approach and differentiating factors for implementing Intranets 2.0 6. 2. Features and Best Practices for Implementing Intranets 2.0Web 2.0 Design and UserExperienceIntranets 2.0 follow the best designprinciples and best practices of latesttechnological trends like Web 2.0and Social Networking. This providesthe end users with a pleasant andDelightful experience on theintranet that ultimately helps ingraceful acceptance of the intranetas the platform of choice for findingand managing all relevantinformation, business tools andother artifacts and improves theStickiness factor of the intranet. 7. 2. Features and Best Practices for Implementing Intranets 2.0 Accessibility optionsMulti Level Navigation Easy to use options for Dynamic multi level accessibility that will enhance the navigation that allows usersuser experienceto access the topinformation areas of the Search IntranetSearch toolbar placed in a visible and easily accessible location Quick Links allows users to find information in Quick access to commonlya quick and filtered mannerused links Important Notifications Event CalendarThis includes Message from theQuick view of calendar president / CEO / Secretarydisplaying the dates onamong others which events are heldTodays Events A Summary list of events that are currently being heldTop Searched Keywords Easy access to the top search keywords that are being used byMost used Toolsend users across the organization Quick access to the mostly used tools on the Intranet Rich media Integration Integration of upcoming videos, latest training videos, event videos among others to be Site Mapdelivered online to the end users Augments the top levelnavigation system with access to other important pages 8. 2. Features and Best Practices for Implementing Intranets 2.0Sharing Tools Tools that can be used by endSocial Collaboration users to easily share information Tools and build community networksTools like classifieds, blogs, wikis, discussions, scrapbook Important Contacts etc. allows end users toAccess to profile information ofcome together andimportant people for quickcollaborate on various contact activities in a social manner. Polls / Surveys Easy to use polls and surveys that can help gather organizational statistics on various focused topics Social Networks Helps build a community of people focused on expertise, topics or area of interest to ultimately proactively grow the organizational knowledge base 9. 2. Features and Best Practices for Implementing Intranets 2.0Personalization and ChoiceDedicated areas provided to the endusers through My Sites. These sitesare completely user focused andprovides the tools, documents,information and other artifacts InContext to the users preferences,tagging and networking behavior. My sites also allows end users tosocialize their profiles and ideas withother people and peers within theorganization 10. 2. Features and Best Practices for Implementing Intranets 2.0 FAQs and Knowledge Base Community Management Provides quick access to detailed Foster active communities within information on knowledge itemsyour organization that are focused within the organization.and contribute to the enterprise knowledge base in a collaborative and social manner. 11. 2. Features and Best Practices for Implementing Intranets 2.0Enterprise CalendaringProvides a centralized, easy to useand self service based calendaringfunctionalities. Allows to manageevents and event subscriptions, aswell as end users to collaborate andprovide opinions on the variousevents within the organization 12. 2. Features and Best Practices for Implementing Intranets 2.0Enterprise Staff DirectoryProvides central access to all thecontacts and contact profiles withinthe organization. Promotes socialcollaboration. Allows end users tofind contacts across the organizationthrough easy to use but powerfulmetadata based searchfunctionalities. 13. 2. Features and Best Practices for Implementing Intranets 2.0A good intranet is built on the premise of avoiding the frustrations ofinformation overload whenever possible through a logical site structure, functional search engine and a content-managementapproach that values quality over quantity.!Innovation More sophisticated sites feature virtual communities andandCollaborationKnowledgeandcollaborative tools, as well as business and financial tools thatManagement Communitiesintegrate the intranet into day-to-day work processes. Self Service and The Intranet should be a Strategic Asset to the OrganizationIntranetUser and User Comprehensive strategies need to exist around the plan, design and Departmental EmpowermentBusiness Tools goals of the intranet implementationThe Intranet Should be the Single Source of Truth for Corporate andE business information xt Every piece of information must reside on the intranets, be it corporaterSecure Data Web 2.0 Tools news, resources, or documents along with rich media files like videos, a and Interactive audios and interactive tools. Exposure and n utilizationRich Mediae It must serves the user community by providing tools like powerful Supportt search and user context based navigation capabilitiess It must provide targeted content using integrated content management systemsThe Intranets Should gradually evolve to being a Business tool Intranet will be a centralized business tool for the organization Applications and utilities will be implemented that would promote cross departmental process and automation Moreover, Extranets will work together with the Intranets to provide Customers, Partners,Vendors Etc. and extended Enterprise which reaches out to the customers, partners etc. 14. 2. Features and Best Practices for Implementing Intranets 2.0 Self Service / Self Help and user EmpowermentAccording to industry surveys, organizations whose The Notion of Self Service / Self Help involves providing tools andintranets have been strategically redesigned to deliverutilities to the users that allow them to carry out common tasks without content in a simplified format have seen increases inhaving to login to multiple systems or depend on the help desk orusage of almost 100 percent.administrative community The value of user empowerment is being recognized, and newtechnologies like Web 2.0 are embraced that provide self servicecapabilities and put the user in control of the content and informationNational Geographic has webcam feeds that would beresiding on the intranetsthe envy of most organizations, including one focused More and more tools like Blogs, wikis etc are implemented to allow on Alaskan grizzly bears.communities to be built by the users for information sharing - Intranet Design Annual 2007Knowledge Management Knowledge-sharing initiatives should start with a candid assessment ofthe tools employees may be lacking to improve their job performance,as opposed to preconceived notions of what would be nice to have At JPMorgan Chase, the intranet homepage is viewed 620,000 times per day, so Rich Media Experience even one superfluous The intranets will integrate rich media like video, audio files and flashheadline that required one second to scan would cost content for training, and live conferencing from within the intranets.the company the equivalent of 22 full-time employees in lost productivity Democratization of the Intranets- Intranet Design Annual 2007 Future trends like Web 2.0 would change allow users to be able tocontribute to the intranet with the same power if not less along withthe Corporate Communications and the IT departmentsPersonalization and ChoicePersonalization is used to streamline information Users will have their own personal space on the intranet with tools anddelivery and to present the right material, at the right utilities for managing and configuring the information that is pertinenttime, to a users intranet desktop. to the users will be included - Intranet Design Annual 2007 15. 2. Features and Best Practices for Implementing Intranets 2.0 Mirroring the Outside World Dow uses English for most global content, but translates Tools that are provided for socialization and surveys on the intranet like the most important content star ratings, communities etc., makes more sense when implemented ininto six other languages (Dutch, German, French, Italian, the intranet environmentPortuguese, and Spanish). It also translates selected content into Chinese, Greek, Globalization of Search Japanese, and Thai The users are in need of a search capability within the intranet that-Intranet Design Annual 2007 would allow them to perform targeted search on different types of documents, to find people only, or to do similar searchesMultinational Intranets By delivering the intranet content with multi-lingual support will go a long way in breaking the barriers of culture and location, and would truly integrate the teams across the world to work seamlessly togetherFeatures of Intranet 2.0 Focuses on user needs not technology promisesPeople Based Infrastructure Directly supports the organization's goals and Providing local information, research and knowledge from around theprocesses world, Beta testing new tools and features, Delivering hands-on assistance and training to employees in local languages, Offering Enables collaboration and communities feedback on intranet content, other knowledge management initiatives, and cultural differences that enhance the tool's effectiveness. Inspires learning, innovation and new thinking through sharing best practices Wikis and Blogs Promotes and delivers bottom-line results Blogs and wikis allow users to bring out the real Wisdom of the Crowds by facilitating the users to participate in focused communities and share information and voice opinions freely within the intranet. Blogs and wikis are the framework that would pave way for better communication, collaboration and co-operation within the users 16. Agenda What is our vision for Implementing Intranets?1.Our Vision for Building Intranets 2.0An overview of our vision for Implementing Intranets What are the best practices and features for Implementing Intranets 2.0?2.Features and Best Practices of Intranets 2.0An overview of the best practices and features for implementing Intranets 2.0 What components are available for implementing Intranets 2.0?3.Intranet 2.0 Framework ComponentsAn overview of our Intranet 2.0 framework Components Why Optimus BT?4. Approach and Differentiating FactorsAn overview of our approach and differentiating factors for implementing Intranets 2.0 17. 3. Our Intranet Framework Components Enterprise Staff DirectoryFeatures Integration with Active Directory Selectable fields soured from local list to improve performance (sync periodically with AD) Integrate Results from My Site Simple SearchConfigurable ScopeOptional Advanced Search Advanced SearchCustomizable Search Scope (AD only)Customizable Labels Search ResultsConfigurable Views Detailed ViewThe Enterprise Staff directory Component provides centralized directorySummary Viewmanagement functionality, and can be easily utilized in any of yourThumbnail ViewSharePoint sites. The Staff directory can be used to manage directory atthe enterprise or departmental level and provides a host of easy to use Browse (A-Z)features including metadata based search, configurable search resultPaginationviews and simple administration options.Link to My Site, Email Page 18. 3. Our Intranet Framework Components Events and Calendaring Features Multiple Views Grid (Monthly, Weekly, Daily) List Summary Mouse Hover Tool Tip Views Filters By Various Metadata (Venue,Category, Event Type etc.) Activities Alerts, Reminders Export to Outlook Color Coding based on Metadata New Event Request with workflow The Calendaring Component for SharePoint provides centralizedcalendaring and event management functionalities which can beconfigured at the departmental, individual or enterprise level. TheCalendaring component provides integrated search, filtering, colorcoding and event provisioning workflow with a centralized and easy touse administrative interface. 19. 3. Our Intranet Framework Components ClassifiedsFeatures User Posting Administrator Managed Categorization Views Classic List Gallery Sorting Recent Popular Recommended Filters Post date Category Price RangeThis component allows employees to advertise products they wish it Post Typebuy/sell, or offer their services within the organization. Users looking to Administrationbuy things can find posts using filters, search and categorized sorting Auto Deletefeatures. The component allows end users to post content in a selfservice manner with an easy to use interface.Auto Expiration 20. 3. Our Intranet Framework Components Surveys / Poll Component Features Survey Creation Survey Templates Polls Surveys Tests Wizard type Skip logic Option Survey Preview Greeting and Closing Page Fully customizable fields Image attachments Survey Publishing Security Settings for results, user choice Administrator Option Invite to participate Rules for survey expiryThe Survey / Poll component is a customized SharePoint web part that Survey Resultsallows for self service and on demand creation of polls and surveys. This Basic Graphical Viewscomponent can be used at the enterprise, departmental or team level. Simple Tabular ViewsThe components ships with in built survey templates, making it easy tocreate and manage polls and surveys, and can be dragged and dropped Email Resultson any page on your SharePoint Site. Export Results 21. 3. Our Intranet Framework Components Location Finder (Google Map Web Part)Features Google Map integrated into Web part Administrator configured markers to pointlocation Zoom In/ Zoom Out Select Marker to View detailsThe Location Finder component is a Customized SharePoint web part thatcan be used on any page within your SharePoint site. This componentcan be easily used to find locations of your various offices across theworld with an easy to use interface. The component can be deployedwith minimal configuration. 22. 3. Our Intranet Framework Components Tools Tray Features Administrator managed links to popular toolsshown as a bar below the page (as in facebook)The tool tray provides quick access to productivity components likesearch, home page, site map, feedback, RSS feeds, media gallery, chatamong others. This tool tray can be docked on page corner and can beused in any of your SharePoint sites. The links and images in the tool traycan be provisioned or removed by the administrator 23. 3. Our Intranet Framework Components Content Teaser Features Web part with Image and Text content sourcedfrom list Simple Image positions with predefined layout(left of text, above text etc.) Configurable text, image areaThis tool aggregates summary information from backend SharePoint listsand shows it in a teaser format on any of your SharePoint pages. Thisweb part allows you to configure the text and image that needs to bedisplayed to the end users, and then provides re-direct links to the actualarticle or content artifact that is related to the teaser content. 24. 3. Our Intranet Framework Components Global Tab Based Navigation ComponentFeatures Two layered hierarchy of Tab items Positioning only on topThis custom component allows for dynamic configuration and display ofyour top level navigation system. Administrators can easily configure thetwo levels of navigation, and the navigation hierarchy in an easy to useinterface. The component provides in built support for SharePointthemes, so that you can seamlessly use it in your sites without customeffort to correct the look and feel. 25. 3. Our Intranet Framework Components Multi Tab Web Part Features One Page Configured for each tab Contents configuration for each tab likeconfiguring any other available web partThis component allows you to showcase multiple items / contentartifacts within one web part. The component is easily configurable andend users can define the tabs and as well the content that has to bedisplayed under each of the tabs. 26. 3. Our Intranet Framework Components File / Video / Slide / Photo Sharing ComponentFeatures This is a customized component that aggregates information from Upload files backend lists and allows end users to add / remove files, add metadata to Add Metadata the files, browse, search and filter files. This component also provide the Browse files Share Option where in end users can upload the file through the Search Files component and invite others to share the file through alerts. Filter by Category Display file with icon image Slide Reader Component Read PowerPoint slides from the site This component reads slides from your document / slide libraries and provides you with the capability of online slide shows with slide Ability to view full screen slide show navigation capabilities. This component can be easily dragged and Paging dropped on any of your SharePoint sites. Move to first/ Last Slide Video Player Component Play flash videos This custom component is capable of reading and displaying flash video and popular video format files online through your intranet interface. Video control options You can easily add the component on your sites and easily configure it to Play, Pause, Mute, End, Start, Volume Control play videos with minimal configurations Full Screen 27. 3. Our Intranet Framework Components Photo BrowserFeatures This is a Web part that displays photos in pre defined formats. The web Support all basic formats (TIF, PNG, JPG, GIF) part is also capable of displaying photos as slide shows by directly View full Screen reading it from your picture or document library View Photo as slide shows Rate / Recommend Add feature to any list to rate on items This components allows you end users to rate intranet artifacts like discussions, documents, pictures videos etc. This can be easily Auto Calculate average rating configurable in a self service manner and can be used on any of your intranet page and works with any of SharePoint in built or custom lists. Commenting Comment on any list items using a rich text The Commenting feature can be easily attached and activated on any editor SharePoint lists or libraries. The component allows end users to comment Capture commenter, with time stamp on the content artifacts and captures the comments with date/time stamp. Comments Counter 28. 3. Our Intranet Framework Components Bookmark / FavoriteFeatures This is a custom bookmarking component that can be attached to any Bookmark a page lists / libraries or pages. End users can easily bookmark their favorite Add a title to bookmark items on the intranet with title and summary aggregation capabilities Integrate with My Bookmarks web part Font Size Control Control font size for text area This component allows for changing the font size of the contents on the page, and is a very useful accessibility tool. Flag as Inappropriate User shall flag a content as inappropriate for This feature can be attached to any SharePoint based lists, and allows the any list based items end users to flag list items as inappropriate. The feature will Alert author or Administrator of this event automatically alert the administrator on the event for further actions. Hide or Delete content flagged as inappropriate 29. 3. Our Intranet Framework Components Add a Tag ComponentFeatures This component provides end users with the ability to add free text tags User ability to add free text items tags in a through a simple popup based interface.simple pop-up View tags added by other users Shows the list of top searched word Top Search Keywords Can be applied for any configured search scope This component pulls up the list of top searched keywords and can be (e.g. top searched photos, top searched user) configured for any search scope. You can configure the minimum and within the same site maximum font size, colors etc. which will be utilized to display the Set Font Color, Style keywords based on the search volume Set maximum and minimum font size Set font sorting Show/ Hide count Most popular / Recent Configurable for single list only This component aggregates the most popular content artifacts like list items and documents based on the number of clicks on the content Displays list items using a click based counter artifacts by the end users. Configure list column to display to user Show/ Hide Count in web part 30. Agenda What is our vision for Implementing Intranets?1.Our Vision for Building Intranets 2.0An overview of our vision for Implementing Intranets What are the best practices and features for Implementing Intranets 2.0?2.Features and Best Practices of Intranets 2.0An overview of the best practices and features for implementing Intranets 2.0 What components are available for implementing Intranets 2.0?3.Intranet 2.0 Framework ComponentsAn overview of our Intranet 2.0 framework Components Why Optimus BT?4. Approach and Differentiating FactorsAn overview of our approach and differentiating factors for implementing Intranets 2.0 31. Why Optimus BT End to End Solutions in SharePoint100 + SharePoint Projects IncludingIntranet 2.0 Customer Collaboration Portal Project Collaboration Six Sigma Project Mgmt Calendaring User Management Document Management Sales Enablement Public Websites Multilingual Websites CRM Integrations Productivity Mash ups Blogs HR Portal & Workflows Business Intelligence with SharePoint Idea Management Portals And Many More 32. Why Optimus BT Marquee Customers 33. Why Optimus BT - Design and User Experience that Delights the End usersBorrowing from the best design practices ofWeb 2.0 and social networking Our designs are the reflection of the best design practices of latest technologies like Web 2.0 and Social networking Our user experience design and recommendations are based on comprehensive research carried out by our design team and integrate best of breed experience within our solutions to provide the end users with a Delightful Experience Original Research for Best of Breed FeatureAdoption Our solutions are driven by original market and solution feature research done by our teams on the latest trends and best of breed platforms to provide you with the right type of feature sets on the right type of technology platform so as to tailor the solutions to seamlessly address the specific business needs of your organization Our research based approach is also focused on helping our customers in flushing out the requirements allowing our customers to spend minimal time and effort in requirements discovery 34. Why Optimus BT - Web 2.0 AdoptionBlogs / Wikis Rich Media Integration Web 2.0 Design Tagging / BookmarkingIntuitive Navigation 35. Components and Framework based Implementation Methodology We follow a component and re-usableframework based development approachwhen implementing our solutions to providevalue to our customers With our experience of developing more than100 projects to a variety of customers wehave developed the following frameworks andcomponents -Enterprise Calendaring Social Staff Directory Company Classifieds Scrapbook User Provisioning E-procurement Issue Management Idea Management Social CRM Bookmarking & Tagging 36. Why Optimus BT - Agile Development Methodology Adoption of Scrum DAILYSCRUM MEETING DEMONSTRABLE, QUANTIFIABLE ANDPROJECTSPRINT WORKABLEBACKLOG BACKLOGSOFTWARE AT THE END OF EVERY 2-4WEEKS 37. Why Optimus BT Collaborative Engagement Model 38. Why Optimus BT Utilization of Collaborative TechnologiesCollaborative Project Management SystemGotomeetingOnline Meeting and Webinar Tool 39. Why Optimus BT Integration of Social Networking / Media FeaturesWe help spread the awareness andthe benefits of implementing SocialNetworking and Social media basedfeatures within enterprise solutionsto our customers For customers to whom we haveimplemented public internetpresence websites, we provide socialmedia marketing services to providethe maximum exposure to build alarge customer community andgenerate quality business 40. Why Optimus BT Turnkey Consulting We involve the key stakeholders right from the early stages of the project and as often to provide them with the benefit of true exposure to the complete vision, strategy, roadmap and benefits of the solution implementationProvide end to end training to our customer teams for operationalizing the solution and to help the support and administration teams to be 100% ready from the first day of the roll outWe are focused on not only delivering quality software, but also provide our customers with additional recommendations on the best practices, architecture, technology platforms, add-ons, user experience and design, collaboration processes among others and deliver solutions that are tailored specifically to suit your organizational business needsExpert Support and Maintenance Our expert support and maintenance teams become an escalation path for your internal teams to troubleshoot and resolve issues, manage configurations and get training on the usage and administration aspects of the deployed solutionsOur support and maintenance teams are accessible through dedicated email and phone and will be available 24/5 41. Why Optimus BT Our Commitment 100% success in implementation of the solution for your organization We solve the bugs and defects in the solution implementation even after release at no priceTotal commitment to support the solutions end to endWe continue to provide recommendations and upgrades to the software in areas where we think our customers can derive the maximum business valueCosts and Cost Savings We utilize a lot of collaboration software and technologies like gotomeeting, project collaboration systems among others to help our customers save the costs and time spent on travel etc.We utilize our onsite and offsite teams to support our customer projects and provide our services at blended rates allowing our customers to get the best of both worlds in a cost effective mannerAll the customer communication, support and deliver teams, both onsite and offsite are retained employees of Optimus BT providing our customers with the benefit of retaining the quality and consistency of work done by following a single methodology of our teamsWe also look for partnering with our customers on commercializing the solution if we find opportunities in which the commercialized product would benefit across industries and business modelsWe follow a cost sharing model with our customers if we commercialize the solution so as to reduce the overall cost of the implementation, as well as benefit our other customers 42. Creative Commons This work is licensed under the Creative Commons Attribution- Noncommercial-No Derivative Works 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc-nd/3.0/us/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA. 43. Thank You