Using Portal and Collaboration to Bring Value | Portal Excellence Conference 2009

®

IBM Portal Excellence Conference 2009 San Diego, California - October 12 – 15, 2009

© IBM Corporation

Session S17

Network Services Company: Using Portal and Collaboration to Bring ValueSpeaker(s): Leo Radovsky, Michael Porter

IBM Portal Excellence Conference 2009 – Americas

2

Agenda Introduction

Business Requirements

Project Goals

Solution Deployed (http://www.nsconline.com/)

High Level Architecture

Project Results

Lessons Learned & Future Plans


3

Background

Network Services is a member-owned organization of more than 75 best-in-class member-distributors with combined annual revenue over $15 billion. Our goals are to utilize national account solutions that: Reduce the total supply chain costs of our

multi-site customers

Network of distributors throughouth the United States.

Improve the service levels that these national customers provide to their customers


4

Before the Portal

Dated web site

Multiple websites/profiles

Lack of collaboration

Hard to update/modify

Static “irrelevant” content

Lack of access rights

IT is the content owner

Functional Limitations


5

Business Requirements: Process

Started with Roadmap

Wanted to align portal technology to the needs of the business

Created a vision with senior management

Dove into pain points and priorities with various organizations

Created a roadmap before kicking off the first project

Le

ssM

ore

More

Complexity

Less

Bus

ines

s V

alue

Rea

dine

ss

0

1

2

3

4

5

6

1 2 3 4 5 6

High Value/ High Complexity High Value/ Low Complexity

Low Value/ High Complexity Low Value/ Low Complexity

1. Re-branding Website2. Netlink Inquiries3. Netlink self-service4. Member list by alpha and

state5. Customer Information View6. Campaigns7. FMT lookup8. Member surveys and reports9. Netlink admin and

management pages10. Image portlet/banner portlet11. Subscription or notification

for key statements12. Employee access to order

guide, price lists13. Member access to order

guide, price lists14. Price books15. Links16. On-line Chat17. Supplier deals and tracking

against them18. GIP Calculator19. Statement lookup for

customer20. Customer/Supplier Matrix

by member

2

Portal Functionality List

3

Weighted Importance 1,.9

Weighted Importance .8,.7


Weighted Importance 1,.9



4

5

17

10

8

18

76

1

911

12

13

14 15

16

19

20


6

Business Requirements: Vision

Members

Network Services Employees

National Account Customers

Prospects National Account

Members

Suppliers

Branding Current web site

CommunicationFacilitate communication for all departments To all constituents

Decrease costs through “the grease” of communication

Implementation Process

Reports

Content

Grow National Account Sales business

Constituents Strategies


7

NSC Portal RoadmapThree Months Six Months 9 Months 12 Months

Po

rtle

tsU

ser

Exp

erie

nce

Com

pos

iteV

iew

New

Sys

tem

sF

orm

s &

P

roce

ssC

olla

bora

tion

Rep

ortin

gD

ocum

ent

and

W

eb C

ont

ent

Install Portal

Install portlets and/or base integration

External documentation

Internal documentation

IT Knowledgebase

HR Web Content

Re-branding of Website

BI reports

Document based reportsDashboard Reports

IT Self Service

General Collaboration

Project Collaboration Area

Lo/Mid Fidelity Prototyping

Iterative Lo/Mid Fidelity Prototyping

Define Universal workflow

Forms and Process Research Create Forms and Process

Infrastructure

Help Desk Product Review and/or purchase

Research Portfolio Management Research on BI

Solutions

Portal Integration to BIPurchase BI

solution

Self Service Reports

Creating forms and forms based workflows

Card Sorts

Alerts

Surveys Quick Contacts

Personalized Content

Member viewCustomer View

Net Link inquiries

Member Self-Admin

Geo Map Mashup

Invoice Lookup

FMT lookup

Create Universal workflow

Purchase Portfolio

Management tool

Links

Calendar

RSS Feeds

Ph

ase

1 R

ollo

ut

Ph

ase

2 R

ollo

ut

Ph

ase

3 R

ollo

ut

Roadmap

Roadmap is starting point

Things will change

Combination of

Business objectives

Technical dependencies

Need to be realistic


8

Challenges

Scope Don’t boil the ocean at once

Org Preparedness New technologies New way of doing business

Skill Set

Adopting Portal Concept

Content

Legacy Applications Commerce systems Databases

Other Projects Dependencies


9

Project Goals:

Phase I

Company Website

Phase II

Member Access Portal

Phase III

Employee Portal

Phase IIII

Supplier Portal

Phase 1Phase 1

Phase 2Phase 2

Phase 3Phase 3


10

Project Goals:

Phase I

Company Website

Redesign

Portlets

Content

Communication

Content Publishing Process


11

Project Approach

Team formation

Software/Hardware Requirements

Environment Installation/Configuration

Business Requirements

Scope/Phases/Timelines

Technical Requirements

Development

Deployment

Support


12

Project team

Executive Team

Steering Committee

Technology Team

Perficient

• Portal Architect

• Portal Specialist

• PM/BA

• Visual Designer

NSC

•Portal Program Mgt

•Portal Technical Architect

•Portal Information Architect

•Systems/Networks

•DBA

•Content/Design/Usability


13

Deployed Solution Software

• Portal

• Quickr

• WCM

• LDAP

• Database (SQL, DB2)

• Development standards

J2EE v1.3 (JDK v1.4)

WebSphere Portlet Factory v6.0

WebSphere Dashboard Framework v6.0


14

Deployed Solution Physical

• Virtual Machines

• Dev/QA/Production


15

Implementation

Phase I www.nsconline.com

• Design

Theme and Skins

UI Specs


16

Implementation

Phase I www.nsconline.com

• Content

Templates

Publishing Workflows

Syndication


17

Implementation

Portlet - Contact Us

Use Cases

Layout

Functionality


18

Implementation Portlet - Member

Locator

Use Cases

Layout

Functionality

3rd party software integration


19

Implementation Phase I www.nsconline.com


20

Project Goals: Phase II

Company Portal/Member Access

Redesign

SSO

Self-administration

Custom Roles/Content Access Rights

Role-driven content

Legacy Apps “portletized”

New Applications

20

Phase 1Phase 1

Phase 2Phase 2

Phase 3Phase 3


21

Project Goals:

Phase II


Redesign


22

Project Goals:

Phase II


SSO


23

Project Goals:

Phase II


Self-administration


24

Project Goals:

Phase II


Custom Roles/Content Access Rights


25

Project Goals:

Phase II


Role-driven content


26

Project Goals:

Phase II


Legacy Apps “portletized”

New Applications


27

Results

Company Image/Branding

Fresh/Relevant Content

Easier to Modify/Administer

Dynamic/Scalable Framework


28

Lessons Learned

Develop Vision

Develop Roadmap

Develop Team

Prioritize Change Requests

Timelines

Integration

Rollout lessons

Training


Questions


30

Additional Information and Resources

WebSphere Portal – IBM Site

http://www-3.ibm.com/software/genservers/portal/

WebSphere Portal Business Solutions Catalog

http://catalog.lotus.com/wps/portal/portal

Websphere Portal Developer’s Zone

http://www-106.ibm.com/developerworks/websphere/zones/portal/

Product Documentation and WebSphere Portal Wiki

http://www-3.ibm.com/software/genservers/portal/library/

http://www-10.lotus.com/ldd/portalwiki.nsf

Education

http://www-01.ibm.com/software/lotus/training/portalofferings.html

WebSphere Portal Blog

https://www.ibm.com/developerworks/mydeveloperworks/blogs/WebSpherePortal/


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© IBM Corporation 2009 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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