Using Portal Governance to Create a Better Web Experience
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Transcript of Using Portal Governance to Create a Better Web Experience
© 2011 IBM Corporation
BP302: Using Portal Governance to Create a Better Web Experience
Michael Porter | Principal | Perficient
© 2011 IBM Corporation 2
Agenda
● Why Governance
─ The problem
─ How governance will help
● Setting your Vision and Road Map
● Governance Organization
─ Strategic
─ Tactical
─ Operational
─ Business Administration
● Roles and High level tasks
─ What you need with an enterprise foundation
● Thoughts on prioritization
© 2011 IBM Corporation 3
Why Governance: When Portals fail
● Organizational─ Portal vision not defined
─ No structure in place to coordinate between IT, Marketing, Communications, Operations, etc.
─ No way to align the technology to business needs
─ No structure in place to prioritize the many things you can do
─ No one to make final decisions
● Technical─ Mis-use of the technology
─ Poor architecture: a portal will scale as well as you architect it
─ Failure to identify gaps like integration, search, content management, business process, etc.
● Foundational─ Infrastructure not setup correctly
─ Release management not setup or setup incorrectly
─ Portal built as one off solution and therefore way too expensive
Portals fail for various reasons:
© 2011 IBM Corporation 4
Enterprise Portal Should Cut Across Multiple Sites
© 2011 IBM Corporation
Successful Solutions Take a Holistic View
● Take into account all aspects of a portal
● Setup a foundation to re-use your portal infrastructure and components
● Setup lines of communication between the business and IT
● Define how to do common tasks─ Single Sign On
─ Surface an existing application
─ Create a new applications
─ Manage Content
─ Share files
─ etc.
● Work iteratively, an enterprise portal is never one and done
© 2011 IBM Corporation
Aspects of a Successful Deployment
● Does it meet the end users goals?
● Is it well used?
● Can you prove you saved money?
● Can you prove increased revenue?
● Does your organization view it as a success?
● Are you using the portal as a tool to get to your end goals and not as the goal itself?
© 2011 IBM Corporation 7
Governance Framework
© 2011 IBM Corporation 8
Agenda
● Why Governance
─ The problem
─ How governance will help
● Setting your Vision and Road Map
● Governance Organization
─ Strategic
─ Tactical
─ Operational
─ Business Administration
● Roles and High level tasks
─ What you need with an enterprise foundation
● Thoughts on prioritization
© 2011 IBM Corporation
Vision and Alignment
1. Meet with Leaders
2. Understand their business needs
3. Educate them on what a portal can doa. Portal 101
b. Content Management 101
c. Collaboration 101
4. Align portal to the business
5.Define what other parts you will needa. Portal never does it all
6. Prioritize a. By audience
b. By what it will do
© 2011 IBM Corporation
Sample Vision
● Customers● Prospects● New Customers● Existing Customer
● Partners
● Suppliers
● Employees
● The Portal will drive sales● Web Channel for SMB )sales, care,
service)
● The portal will decrease costs through automation and access to information
● Customer, Partner, Employee
● The portal will improve and automate premium services
● Company A service differentiation● Improved services to help encourage
adoption of self service for elite customers
● The place for customer and partner to conveniently interact with company A
● NOT the only place● Will Provide a positive customer and
partner experience
Constituents What is the Portal
© 2011 IBM Corporation 11
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organization, and technology
● Create a Roadmap
© 2011 IBM Corporation 12
© 2011 IBM Corporation 13
Establish Communication with all users
Communicate to:
● Sponsors
● Developers
● Power users
● Various lines of business
● Infrastructure owners
User various approaches
● Portal Communications Site
● Lunch and Learn
● Employee or customer newsletter
● Intranet
● etc.
© 2011 IBM Corporation 14
Setup a Foundation on Which to Build
Create re-usable:
● Building Blocks
● Portlets
● Release and change processes
● Monitoring Processes
● Testing Scripts
● Development tools
● Coding standards
● Code snippets
● Templates
© 2011 IBM Corporation 15
Another Way of Looking at it.........
ReusableServices
PredefinedIntegration
Models
It all comes Together on The portal
screen
© 2011 IBM Corporation 17
Agenda
● Why Governance
─ The problem
─ How governance will help
● Setting your Vision and Road Map
● Governance Organization
─ Strategic
─ Tactical
─ Operational
─ Business Administration
● Roles and High level tasks
─ What you need with an enterprise foundation
● Thoughts on prioritization
© 2011 IBM Corporation 19
Tactical Governance
Center of Excellence Support Projects
Trained DevelopersForm core of project Common roles
For project
© 2011 IBM Corporation 20
© 2011 IBM Corporation 21
Business Administration
Modern portals must let business users manage the site. IT cannot be a roadblock
● Create content
● Create pages
● Preview in Stage
● Create collaborative content─ Blogs
─ Wikis
● Change Theme
© 2011 IBM Corporation 22
Agenda
● Why Governance
─ The problem
─ How governance will help
● Setting your Vision and Road Map
● Governance Organization
─ Strategic
─ Tactical
─ Operational
─ Business Administration
● Roles and High level tasks
─ What you need with an enterprise foundation
● Thoughts on prioritization
© 2011 IBM Corporation 24
© 2011 IBM Corporation 26
RACI – Portal Operations
© 2011 IBM Corporation 27
RACI – Business Administration
In some cases this is a radical shift.Business Users have to contribute.
For the full spreadsheet, email me: [email protected]
© 2011 IBM Corporation 28
Agenda
● Why Governance
─ The problem
─ How governance will help
● Setting your Vision and Road Map
● Governance Organization
─ Strategic
─ Tactical
─ Operational
─ Business Administration
● Roles and High level tasks
─ What you need with an enterprise foundation
● Thoughts on prioritization
© 2011 IBM Corporation
Evolution of the Portal Demands Constant Feedback
1. Meetings with the business
2. Feedback Portlet
3. Idea Jam
4. Metrics a. CoreMetrics
b. Omniture
c. WebTrends
5.User Testinga. Before launch
b. After launch
6.Competitor Analysis
© 2011 IBM Corporation
Definition of Your Next Move Involves Careful Prioritization
1. What is the business value?a. How important is it that they get this
new feature?
2.What is the Organizational Readiness?a. How ready is the business to support
this new feature
b. Remind the business that they are owners of this site
3. What is the complexitya. Can a developer do it in a day?
b. In two weeks?
c. In five months?
© 2011 IBM Corporation
Thank YouMichael Porter
Principal
Perficient
Blog: http://blogs.perficient.com/portals/
M: 801-310-4669
© 2011 IBM Corporation 32
Legal Disclaimer© IBM Corporation 2011. All Rights Reserved.
The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.
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