portal workshop. agenda 1 section 2 3 4 hcl ecmp practice snapshot next steps ecmp consulting...
TRANSCRIPT
Portal Workshop
Agenda
1Section
2Section
3Section
4Section
HCL ECMP Practice Snapshot
Next Steps
• ECMP Consulting Practice
• ECM Service Offerings
• Detail Case Study – Partner / Support Portal
2
3
Enterprise Content Management & Portals (ECMP) Practice Snapshot
Vendor Platforms
EMC Documentum, IBM FileNet, Microsoft SharePoint Oracle,
Hyland OnBase, Interwoven, Day, FAST, TIS, ThunderHead Kofax &
iLog
Highlights
YoY Growth---------------- 46 %
Employees-----------------1200+
Services
Design & Product Blue PrintStrategic ECM Consulting
Implementation & ConfigurationMigration & Rollout
Application Mgt & OperationsConsolidation
ECMP Services
4
Enterprise Portal: Functional Spectrum
ENTERPRISE PORTAL
Capture & Imaging
Document Mgmt
Web Content Mgmt
Digital Asset Mgmt
Records Mgmt
Enterprise Search
Business Process Mgmt
Groupware & Collaboration
Knowledge Mgmt
Enterprise Communication
Mgmt
Information Rights MgmtStrategic
Consulting
Product Evaluation
Application Development
IP/Solution Accelerator
Creation
Technology Upgarde
StrategicConsulting
Support and Maintenance
Migration
5
Portal Components
Application Server
Portal Framework
Web Content Management
BPM
Service Integration
EnterpriseSearch
User Repository
Database Single Sign-In
Collaboration
Our Portal Competency
Multiple Web Interface Integration
Document Library Search across
collaborated sub systems
Exchange Server Interfaced
Collaboration with External (Not
outside the AD) Index Servers, Print
Server, Scanners
COLLABORATION BPM/INTEGRATION
Template Based Form
Business Process Automation
Workflow management
Application Integration
CONTENT
MANAGEMENT Document and Records
Management
Workflow and Approval
Policy And Compliance
Web Content Management
Taxonomy Definition for storage and
access
Revision and Versioning
Check-in Check-out
SEARCH Tabbed interface
Title and Attribute Search
Keyword and Content Search
Free Form Full Text Search
OCR Document Search
PORTAL
SECURITY6
HCL Portals Practice Overview
COE
Address New Opportunities
Research and Development
Knowledge Management of Product Stack
Project Support and Analysis
Product & ProcessTrainings
Delivery
Project Delivery
ProductImplementation
Application Development
Project Support and Maintenance
Creation of reusable components, frameworks
and IPs
Portal Practice (300+ Resources)
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8
Our Success Stories
ECM Assessment and Formulation of ECM Roadmap for Water Management
District, USA
Product Evaluation and Selection to consolidate content repositories for better
governance for a Leading Bank
Product evaluation and selection of web content management product for a Top
University in Malaysia
HCL ECM Consulting Practice
PartnershipsIBM (FileNet, ILog, Lotus Notes), EMC Documentum, Microsoft (SharePoint,
FAST), Oracle, Onbase, TIS, Day, Kofax, Interwoven, Seclore, Thunderhead
Verticals
Banking , Financial Services, Insurance, Government, Media Publishing and
Entertainment, Healthcare and Lifesciences, HiTech and Manufacturing,
Retail, Energy and Utilities, BPO, Real Estate
17+ years of Enterprise Content Management Experience
Product Labs for R&D and Support
Extensive knowledge of industry standards and frameworks
Global presence with operations in 23 countries
Association with industry analysts like Forrester, Gartner and AIIM
ECM Functional AreasDocument Management, Business Process
Management, Records management, Imaging, Web Content Management,
Knowledge Management, Collaboration, Enterprise Search, Enterprise
Communications, Portals
Our Goals
Cost reduction
Waste Elimination
Alignment with
Business
E C M C o n s u l ti n g S e r v i c e s
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Service Offerings
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ECM Consulting Services
Prospective ECM Customers
Envision
ECM Roadmap Definition
ECM Product Fitment
Existing ECM Customers
Manage
ECM Architecture
Review
Content Consolidation & Migration
Grow
ECM Cost Out Mergers and Acquisitions
Enhance ECM Footprint
Envision ECM Strategy : 4As
Manage ECM Applications : EASE
Grow with ECM Systems : StEPS
Consulting Methodologies
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Consulting Methodology– Envision ECM Strategy (4 As)
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ASSESS(As-Is)
Study current state
Understand processes, practices
& needs
ANALYSE(Gap Analysis)
Prioritize requirements
ECM Mapping
Technology Fitment Evaluation
ARTICULATE(To-Be)
Define future state
Product evaluation and selection
ARCHITECT(Business Case)
Define Roadmap & Implementation Plan
Define RoI
Identify Quick Wins
Del
iver
able
sAc
tiviti
es
Inputs on current state and processes
Feedback on meeting notes
Feedback and inputs on As-is report
Meeting Notes As- is Report Final Recommendation Report
Inpu
tsTo
ols
&
Tech
niqu
es
Questionnaires, Document Analysis, guided
discussions
ROI Calculator, presentation and
workshops
Assessment Matrix , Prioritization Model, Utility Value Calculator, Analyzing user feedback, user validations
4 to 6 Weeks
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Product Evaluation and Selection Offering
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Salient Features• Logical breakdown into activities • Aligned to not only the functional needs of the organization, but also the
business objectives and strategy of the organization- hence ensures an organization wide buy in.
• Recommendations supported by quantitative and qualitative information to ensure informed decision making by the organization
PESOPESO
4As : Sample Tools and Deliverables
12
Questionnaires Roadmap Charts
Assessment Matrix
Value Graphs
Business Process Questionnaire
Architecture and Infrastructure Questionnaire
ECM Transformation Questionnaire
RoI & TCOSOFTWARE DEVELOPMENT Year 1 Year 2 Year 3 Total
Software Development 604,800 302,400 302,400 1,209,600Software Maintenance 0 108,864 54,432 163,296
TOTAL S/W DEVELOPMENT - EXPENSED 604,800 411,264 356,832 1,372,896
SOFTWARE PRODUCT LICENSE Year 1 Year 2 Year 3 TotalECM Product License 386,100 0 0 386,100Database system 0 0 0 0
TOTAL SOFTWARE - EXPENSED 386,100 0 0 386,100
SOFTWARE MAINTENANCE Year 1 Year 2 Year 3 TotalECM Product Maintenance 0 77,220 77,220 154,440Database system maintenance 0 0 0 0
0 77,220 77,220 154,440
HARDWARE Year 1 Year 2 Year 3 TotalDesktop 0 0 0 0Server hardware costs 21,060 0 0 21,060
TOTAL HARDWARE - EXPENSED 21,060 0 0 21,060
HARDWARE MAINTENANCE Year 1 Year 2 Year 3 TotalDesktop maintenance 0 0 0 0Server hardware maintenance 0 2,106 2,106 4,212
TOTAL HARDWARE MAINT. - EXPENSED 0 2,106 2,106 4,212
TRAINING Pre-start Year 1 Year 2 Year 3 TotalEmployee time 0 0 0 0Trainer cost 0 6,000 6,000 6,000 18,000Training material cost 0 3,825 3,825 3,825 11,475Facility cost 0 0 0 0 0
TOTAL TRAINING - EXPENSED 0 9,825 9,825 9,825 29,475TOTAL COST 0 1,021,785 500,415 445,983 1,968,183
Microsoft Office Excel Worksheet
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HCL – ECM Partners
ECM
Global Partner IBM
17 years500+ Consultants
Preferred Global Partner
8 years400+ Consultants
Global Partner Oracle
3 years30+ Consultants
Service Partner & License Reseller
1 Year25+ Consultants
Imaging
Silver Certified Solution Provider
2 years35+ Consultants
Strategic Partnership
1 year15+ Consultants
WCM & Portals
Global Alliance Partner Microsoft
5 years75+ Consultants
Strategic Partnership
1 year50+ Consultants
Strategic Partner
1 Year20+ Consultants
Enterprise Search
Strategic Partnership
1 year60+ Consultants
Enterprise Communications
Global Partnership
1 year45+ Consultants
IRM
Strategic Partner & Distributor
1 year15+ Consultants
BPM
GlobalPartner
15+ Consultants
BRMS
Service Partner
5 years40+ Consultants
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The Client: A leading SAN switch manufacturer (Large Hi-Tech Enterprise) wanted to maintain its market leadership for which it faced 4 key challenges:• Increase the # of products introduced continue the market domination. their focus on R&D in adjacent market segments.• Need to spend a significant bandwidth on extending the life of its current marquee products.
Business Objectives
Large Hi-Tech Enterprise had around 30 applications which were either internal or 3 rd party. All these had to be integrated under 1 portal
Different types of users had to have their respective registration, entitlements based on which the authentication and authorisation needs to be done
All the download able content of Large Hi-Tech Enterprise had to be provided under the portal framework
Technology Spread
Core Java,JSP, Hibernate, Struts, Websphere Portal, Junit
Intervowen 6.7.1 (Livesite, Teamsite, Modular workflow)
Sharepoint 2007 (out of Box features, customization – webportal creation, workflow)
ASP .Net 3.5, C# , DB and SQL Queries
Websphere and Intervowen admin support
Large Hi-Tech Enterprise – Business Objectives
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MyBrocade.com
WebSphere Portal v6.0
Interwoven
Community.Brocade.com
Jive
WebSphere Portal Server
Brocade Internet Site
Java\J2EE
Interwoven
Intranet
SharePoint
Gives a customized
view for individual
Customers as per their defined
criteria and chosen
preference
Single platform interface which
allows all the internal users &
Partners to collaborate and share data and
information
External website for
Brocade. Includes the
complete company profile,
business details and functional
overview
The Intranet site allows the users to access the knowledge library, Upload document and share business
information
Product Suite Mapping & Business Description
Large Hi-Tech Enterprise – Avenues of Success
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Web Application Architecture
Large Hi-Tech Enterprise – The Reference Framework
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Login
Guest User enters the proper Url in order to access the login Page.
Registration
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On click of Register Now link in login page, user is redirected to the start screen of registration module. This page provides user the option to register as Brocade Customer, Partner, OEM and support portal.
Customer Registration
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Once the user selects the Customer radio button, multiple options such as extranet user, enewsletter subscription and support Guest are available. To continue with registration User needs to enter the appropriate email id and captcha which is validated using the service layer API.
Partner Registration
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Once the user selects the Partner radio button, The options for different partners appears on the screen. User can register as channel , Developer, TAPP partner.
Account Information
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This page is common for customer and partner registration. In Account Information Form user needs to enter the correct information regarding his account details. After completing the registration process these information gets updated in database by using service layer API’s.
Partner Information
22
This page appears only if the user selects the registration for partner. In Partner Information Form the additional company details are captured specific to the type of partner selected. Different form appears for Channel Partner, Developer/TAPP Partner. Domain approval/reject mail is sent to admin after successful partner registration
Support Registration
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This page appears only if the user selects the option for support user. The product Information form captures product specific information for support user. In this Form third party integration occurs. Authentication and entitlement update is done through web services.
Registration Success Page
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This page appears after completing the registration successfully for customer, partner or support user.
Activation Email
User Receives the activation mail after completing the registration successfully. The link for activating the user account is given in the mail. The format for the mail received by the user is displayed below:
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Activation Confirmation
After clicking on link for activation the success message for confirming the activation appears as given below:
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My Home
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This is the first Screen shown to user after login. It mainly contains portlets specific ic to User entitlements and access rights maintained in DB. Initially all the portlets except Community, Feature Article and Welcome will be in collapse state, this feature is maintained using Navigation API of Themes
My Home - Continued
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There are certain portlets like Communication & Events, Sales and Marketing where we use Dojo Tab Container and Accordians to show varied data from Interwoven in the form of Tree or Accordians
My Home - Continued
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Brocade can place there Advertisements in the form of images, text, and AV format via Advertisement which is driven from IW via Services provided by Spring and Hibernate.
My Home - Continued
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Portfolio
Brocade Portfolio provides the quick view of products,services, support offerings and solutions of interest. By clicking on ‘Edit this Module’ a Dojo Dialog Box opens through which user can change the preferences of products.
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Portfolio-continued
When the user clicks on My Product Details link in My product portlet, by using the portlet API it redirects the link to the page displayed below . This page provides the complete information including overview, features and specifications of the product through dojo Tab Container in different Content Panes.
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Downloads
This page provides the user with the facility to download the product manuals and release notes specific to a product. It fetches the content from interwoven by using the portlet API and content services.
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Documentation
This page provides the access to Technical documentation as well as additional documents and resources. In the below section the technical documents are categorized in different Accordion Panes.
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Documentation-Continued
This section of documentation page provides the access to additional documents and resources.
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My Account
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This page contains the Account related details for User which are editable. User can append the Access rights provided via My Site Access Portlet. Through My Brocade Modules user can add modules to home page.
My Account - Continued
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User can update his roles , product of Interest, Geographies and Contact Details through My profile and My Contact information
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My Site Access provides user with an option to Convert his account to any existing the new Account and old one is disabled. partner or new domain. Mail is sent to User to Activate
My Account
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Convert my Account Convert my Account page is reached via redirecting from link provided in My Site Access Portlet. This functionality between portlets is achieved using JSR 168 API. User fills the forms and information gets updated in Database and LDAP. Success Message gets shown back to My Site Access Information Box.
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Convert my Account
MyHome - Support
After the user logs in myhome page is the first screen that comes. It mainly contains portlets specific to User entitlements and access rights maintained in DB. There are some portlets like My Support Portlet New ,My Brocade Training for HCL which shows data coming from interwoven. My SupportPortal New is used to change the entitlement of the user and Once the entitlement of the user gets changed values corresponding to it gets updated in LDAP.
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MySupport
User clicks on my support as shown to access the portlet on the my support Page.Portlets like New tool Notification, SupportPlan Portfolio displayed the data from the interwoven. New Tool Notification can be accessed to change the entitlement of user.
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MySupport continued
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MySupport – Support Service Up gradation
User can access SupportServiceUpgrade portlet using portlet like new Tool notification and Support portal New .This portlet uses web service call for serial number validation. This portlet is used for the entitlement of the user. Once the entitlement of the user gets changed values corresponding to it gets updated in LDAP.
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MySupport
On clicking the submit button on PI form user comes to the screen as shown and request is submitted to admin to change the entitlement:
Thank You
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