halworld re-development creating a single-entry portal: overview employee central

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1 HalWorld Re-Development Creating a Single-Entry Portal: Overview Employee Central. • Portal Content Management System -- CMS • Taxonomy Migrating HalWorld to a personalized portal environment – Employee Central – supported by three major components: Learning Objectives: To learn all the basics, including governance, about Halliburton’s Portal, Content Management System (CMS), and Taxonomy and what these components provide for Halliburton’s Employee Central.

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HalWorld Re-Development Creating a Single-Entry Portal: Overview Employee Central. Migrating HalWorld to a personalized portal environment – Employee Central – supported by three major components:. Portal Content Management System -- CMS Taxonomy. - PowerPoint PPT Presentation

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HalWorld Re-DevelopmentCreating a Single-Entry Portal:

Overview Employee Central.

HalWorld Re-DevelopmentCreating a Single-Entry Portal:

Overview Employee Central.

• Portal• Content Management System -- CMS• Taxonomy

Migrating HalWorld to a personalized portal environment – Employee Central – supported by three major components:

Learning Objectives: To learn all the basics, including governance, about Halliburton’s Portal, Content Management System (CMS), and Taxonomy and what these components provide for Halliburton’s Employee Central.

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A portal can be many things to many peopleA portal can be many things to many people

A windowinto information

A place tosupport customers

A place where knowledge canbe created and sharedA place to

buy things

A personalisedinformation library

A company broadcasting andcommunications environment

A place to get access to all companyknowledge and information assets

A place tocollaborate

A place to socialise andbuild personal networks

A lifestylesupport environment

A place to promote andsell products and services

A place to attend classesand learn

What is a portal?

A window intobusiness applications

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1) It integrates applications, functions, content, and users.

2) It provides access to information employees need anywhere, anytime.

3) It is personalized to the role, location, and organization of its user, which helps strengthen and automate workflows.

Employee Central has three key attributes

Employee Central DefinedEmployee Central Defined

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Intranet Employee Portal

Limited integration of informational and operational systems.

Aggressive levels of employee, data, application, process and workflow integration.

Limited services and function provided. Often restricted to information access and searching.

Rich portfolio of services and function covering support of core applications, collaboration, learning, publishing and personalization.

Non-standard, out-dated, hard-to-find, unreliable, non-sustainable content management across Intranet sites.

Systematic governance for content throughout its lifecycle. Content management roles and responsibilities clearly defined.

Limited, or non-existing, on-line community management.

Community management covering areas such as community development, leadership, support and refresh activities.

Ad hoc branding.Effectively managed branding across the company. One standard look and feel.

Limited or no personalization of content.Advanced personalization of content and services. Personalization based on role- organization- and location-based profiling.

Halliburton is transforming its IntranetHalliburton is transforming its Intranet

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Halliburton Intranet Discovery… what employees saidHalliburton Intranet Discovery… what employees said

“It is a vast source of information, if you know where to find it.”

“It’s a garden full of weeds.” “I don’t rely on HalWorld.”

“I don’t think to use HalWorld first.”

“No one owns HalWorld.”

“…too Houston-centric…”

“ There’s no solid process for managing content.”

“We need balanced governance, control with flexibility”

Source: AGENCY.COM

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Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central

Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central

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Employee Central Tab DetailsEmployee Central Tab Details

  My Workplace Communities WorkGroups Organizations

Description • Individually customized pages integrating tools, applications and information needed to perform one’s daily job. Commonly used portlets for specific job roles will be bundled together and made available for ease of further personalization.

• Groups of employees who address urgent business needs by collaborating more effectively. Communities are managed formally and require the establishment of roles, processes and tools. They also use rigorous metrics to determine their progress.

• Groups of employees within a department or working on a specific project needing an online space to share documents and tools, with some collaboration. Workgroups are set up in a self-service fashion since they use a standard set of portlets.

• Provides information and services to all ESG employees, inside and outside any organization; will replace HalWorld sites.

Audience • Individuals • People across organization with common needs/ purpose

• Intra-departmental/ organizational or project based or ad hoc

• People outside of the department / organization

Open or Closed

• N/A • Open (preferred) or Closed

• Open or Closed (preferred)

• Open

Environment Details

• Personalized by role, organization, location

• Collaborative• Formally facilitated

by full-time moderator(s)

• Collaborative• Open discussion

forums without a moderator

• Informational• Access to support

services

ExpectedParticipation

• One per defined role • <100 • In the 100s • One per internal Halliburton group

Examples • PE Service Coordinator

• BD Account Lead

• OTC Community• Logging Community

• IT ESG Technology Management

• IT Services• HSE

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Current Intranet Challenges Desired Results – end of 2004

Processes• Cumbersome• No internal processes for content

Management• Not user-friendly

Processes• Streamlined and simple P• Single-source content managed and

controlled by the business P• Easy to learn and use for all P

Information Technology• Non-standard applications & architecture• 400+ Site Administrators• 250+ Content Owners• 320+ sites• 78 GB of files/content• Age of files/content:

– 0-12 mos: 36%– 1-2 yrs: 22%– 2-3 yrs: 18%– 3+ yrs: 24%

Information Technology• ESG-wide applications & architecture $• 60+ Portal Managers $• 90+ Content Owners $• 60+ sites $• Greatly reduced amount of files/content $• Age of files/content: P

– 0-12 mos: 75%– 1-2 yrs: 25%– 2-3 yrs: 0%– 3+ yrs: 0%

Primary Result:$ = Cost SavingsP = Productivity Gains

Employee Central will generate significant value in comparison to our current environment Employee Central will generate significant value in comparison to our current environment

Transformational Efforts 20042003

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Halliburton’s key business drivers link directly to Employee Central’s benefitsHalliburton’s key business drivers link directly to Employee Central’s benefits

Provide employee self-service for key functions including HR, learning, procurement

Eliminate duplication in many aspects of the Halliburton’s business Drive productivity increases through automation of effort in formerly

manual business processes (application integration)

Internal Focus

• Profit Management• Cost Reduction• Process Improvement

Benefits

Share global standards and processes that support suppliers and customers more effectively

Improve access to HSE materials to demonstrate global leadership in this area

More easily share new technologies and processes to capture emerging markets

• Premier Service Quality• Customer Satisfaction• Competitive Differentiation

Customer Focus

Benefits

• Shareholder Value• International Growth• Market Share Gains

Financial Focus

Leverage internal and external resources to identify new and improved business opportunities in emerging markets worldwide

Allow expansion to customer facing processes to drive revenue andredesign for growth

Benefits

Share knowledge and “best practices” company-wide Provide enhanced, role-based access to information needed for

employees to do their jobs effectively Support for all aspects of the employee-employee and employee-

business relationships

• Foster Innovation• Employee Accountability• Employee Satisfaction• Accelerate Learning

Employee Focus

Benefits

ESG StrategyESG Strategy Employee Central BenefitsEmployee Central Benefits

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OverviewOverview

• After extensive evaluations, Halliburton chose Interwoven as the application for the enterprise-wide Content Management System -- CMS

• Interwoven leverages our enterprise-wide taxonomy• Interwoven compliments our Plumtree Portal• Interwoven’s key components:

– TeamSite “WebDesk” (application user interface)

– Metatagger (web-based tagging interface)

– Workflow notification (e-mails)

• Sample actions (roles):– Review Documents

– Tag Documents

– Approve Documents

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What are the benefits of CMS?What are the benefits of CMS?

• Enterprise-wide Benefits:– Lower costs by standardizing our content management

processes – Single source for internal and external content – Increased content quality

• Other Benefits for CMS Users:– Complete content management process flow– One content source (to maintain) for multiple venues– Taxonomy integration to enhance search capabilities,

improving content access and reuse– Processes improved, with streamlined content to portal

delivery– Features such as Email Notification – to renew, update, and

remove content – Preview Capability, Greater Report Generating, and Versioning/Rollback

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Future BenefitsFuture Benefits

• Additional content creation sources• Live content editing for additional Content

Owners/Authors• Continuing reduction in costs associated with

duplicative content

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CMS RolesCMS Roles

Roles Descriptions

Authors Authors or sources of the content – typically Subject Matter Experts (SMEs)

Content Owners People who have responsibility for the integrity of a group’s content (sample actions: review, tag, approve content)

Approvers Approve content (ex. legal, managers, subject matter experts, …)

Portal Managers Have similar responsibility as content owners in addition to overall administration of respective portal/CMS sites

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ChallengesChallenges

• This is a new application• There is a learning curve• Effort will be needed to prepare/update existing

content• A new approach to classifying – an Enterprise-wide

Taxonomy

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Migration Strategy (Plans)Migration Strategy (Plans)

• Migrate HalWorld by 2004– Iterative project approach (several at a time)– Group similar sites– Leverage existing best practices

• Use self-service model• Some key metrics

– Site migration statistics– Amount of content in HalWorld vs. CMS– Streamlined support– Employee surveys

What are the plans/next steps?

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• Governance is a structure of shared ownership and accountability for strategy, development, and operations

• Employee Central will provide a platform for integrated service delivery across Halliburton

• Therefore, there is not one owner of all business applications, or a natural owner within most organizational structures

“What is your biggest portal challenge”?“What is your biggest portal challenge”?

Portal server function issues

Implementation issues

Portal design issues

Organizational issues 71%

23%

15%

6%Technology

Forrester Research ReportMaking Enterprise Portals Pay

Why is Employee Central governance necessary?Why is Employee Central governance necessary?

Definition of GovernanceDefinition of Governance

GovernanceGovernance

What about governance?

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support

Human ResourcesHuman Resources Development

CommunicationsReal Estate

Marketing and StrategyMarketing/Pricing

Global Account ManagementBusiness Development and

Strategic Technology

Health, Safety and EnvironmentQuality

Procurement and ManufacturingInformation Technology

LegalFinance

support

Human ResourcesHuman Resources Development

CommunicationsReal Estate

Marketing and StrategyMarketing/Pricing

Global Account ManagementBusiness Development and

Strategic Technology

Health, Safety and EnvironmentQuality

Procurement and ManufacturingInformation Technology

LegalFinance

Pool of SME’sPool of SME’sSME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

SME SME SME SME SME SME

Pool of SME’sPool of SME’s

*Part-Time Roles (Portal managers, Content owners, Authors/SMEs)

The key components of Employee Central align with the businessThe key components of Employee Central align with the business

Technology*Content Owner

BD & Marketing*Content Owner

Operations*Content Owner

Technology*Content Owner

BD & Marketing*Content Owner

Operations*Content Owner

Technology*Content Owner

BD & Marketing*Content Owner

Operations*Content Owner

PSL 1*Portal

Manager

PSL 1*Portal

Manager

PSL 2*Portal

Manager

PSL 2*Portal

Manager

PSL 3*Portal

Manager

PSL 3*Portal

Manager

Division Level

IT Focal Point

Single-source content, controlled, managed, and owned by PSLs

How can you prepare?

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Successful implementation of Employee Central requires company-wide participationSuccessful implementation of Employee Central requires company-wide participation

Implementation Success Factors SponsorsPortal

ManagersContentOwners

Users

Build and maintain active sponsorship (all levels)

Implement well-defined Governance Structures and company-wide IT Standards

Create a streamlined implementation approach and scale rapidly

Gathering and leveraging accurate user requirements

Integrate with critical business applications

Develop and execute a communications plan to educate all employee groupings

Focus on single-sourced content, controlled and managed by the business

Create job role-, organization- and location-specific personalization

Focus on measurable ROI; report progress regularly

Involvement Key: = Low = Medium = High

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In conclusion, an effective Employee Central will transform Halliburton by drawing greater trafficIn conclusion, an effective Employee Central will transform Halliburton by drawing greater traffic

The difference between 50% and 98% daily usage is transformation (full participation)

% employees

Business Value

50% 98%

Self-service application

Applicationsdriven through an employee

portal

Additional Value from the Portal

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PSL FrameworkPSL Framework

• Objective:– To come up with a framework for presenting PSL organization

information

• Benefit:– Allows us to streamline the migration process and get all PSL

Organization on the Portal in 2004– Presents users with a common navigation and layout thereby

making it easier to find information (Human Factors)

• Your Contribution:– Provide feedback on the draft we have created– Identify missing components– Keep in mind that the final framework should be generic across

PSLs– Look forward to another meeting to migrate your PSL!!