Effective IA For Portals: The Building Blocks Framework

Slide 1: Effective IA For Enterprise Portals The Building Blocks Design Framework

Slide 2: Todays Menu Of Portals and Problems Escaping Flatland The Building Blocks Enhancing Portal Value & Experience Case Study Community...? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 2

Slide 3: Of Portals and Problems

Slide 4: User experience often left to IT... Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 4

Slide 5: User experience often left to IT... Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 4

Slide 6: Executive dashboard Dashboards Portals Enterprise portals Tile-based UX Widgets DIY experiences Hackware Fablab Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 5

Slide 7: Portal Types • Dynamic web publishing • Self-service • Collaboration • Intranet • E-business • Enterprise integration Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 6

Slide 8: Enterprise Portals “a portal addressing the whole enterprise” Audience: all HR staff, all suppliers Purpose: all HR processes, all purchasing Content: all HR data, all ERP functions Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 7

Slide 9: Some examples Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 8

Slide 10: Some examples Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 8

Slide 11: Some examples Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 8

Slide 12: Some examples Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 8

Slide 13: ʻEnterpriseʼ: Perceived differently Implied universality, ubiquity, permanence Higher costs, ʻstakesʼ, visibility, complexity More pressure, politics, risk Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 9

Slide 14: The Users portal is... a single destination aggregates content (info, functionality) personalized or customizable “Is everything in one place?” Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 10

Slide 15: IT Stakeholders portal is... a technology platform lowers integration costs, complexity “Will it fit our IT architecture?” Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 11

Slide 16: The Business portal is... a business channel connects with audiences or partners enhances strategic capabilities “What does it cost?” Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 12

Slide 17: Potential conflicts • distinct languages • divergent goals • differing success criteria • competing agendas IA / UX Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 13

Slide 18: The Problem With Portlets The Forrest Gump School of Architecture

Slide 19: The Common Portlet “portletus flaticus” Two part structure No ʻhooksʼ or connections Only purpose = display A little bit anti-social... Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 15

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Slide 23: The Ubiquitous Portlet Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 17

Slide 24: The Box of Chocolates Model 1. Everything in a portlet 2. Portlets are islands 3. ?? Add more portlets! Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 18

Slide 25: Advantages Single tool Simple method Classic strategy ...but only one outcome. Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 19

Slide 26: Welcome to Flatland! 2D basic structure no depth limited flexibility Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 20

Slide 27: Growth & Change More content... New audiences... Re-organizations... ???? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 21

Slide 28: The Bigger Box of Chocolates ^ Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 22

Slide 29: The Bigger Box of Chocolates ^ Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 22

Slide 30: The Bigger Box of Chocolates ^ Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 22

Slide 31: The Bigger Box of Chocolates ^ Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 22

Slide 32: The Bigger Box of Chocolates ^ Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 22

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Slide 34: Decreased Increased... Usability Information costs Findability Management costs Satisfaction Training costs Experience quality Adoption Perceived value ROI Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 24

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Slide 36: The iTablet...? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 25

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Slide 38: The Kitchen of the Future...? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 25

Slide 39: One-Way Aggregation ??? ??? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 26

Slide 40: Two-way Conversation Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 27

Slide 41: Escaping Flatland

Slide 42: Needs Allow for growth and change Establish common language for all perspectives Construct scalable, reusable structures Encourage high-quality user experiences Enable sharing of assets Further vision of 2-way conversation Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 29

Slide 43: Vision: Enterprise Portal Suite Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 30

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Slide 48: A Better Experience Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 32

Slide 49: The Building Blocks Escaping Flatland

Slide 50: Why Use Frameworks...? Cheaper! Faster! Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 34

Slide 51: The Building Blocks System Basic Principles Standardized Components Containers manage content Connectors define structure & navigation Assembly Rules Suggested Functionality Convenience, Utility, Social Best Practices [soon] Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 35

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Slide 54: Free-form content Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

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Slide 56: Section Connector Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

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Slide 58: Page Connector Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 59: Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 60: Utility Navigation Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

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Slide 62: View Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 63: Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 64: Tile Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 65: Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 66: Control Bar Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 67: Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

Slide 68: Convenience Functionality Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

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Slide 70: Page Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 36

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Slide 72: Basic Principles The Design Behind the System

Slide 73: Openness Use blocks for some or all content Mix blocks and free-form content Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 38

Slide 74: Portability Blocks can be: • syndicated • shared • reused • placed elsewhere • duplicated • moved Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 39

Slide 75: Independence Blocks are independent • content • interaction • display ...until “stacked” together Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 40

Slide 76: Inheritance Blocks inherit from those stacked above: • content • properties • interaction Inheritance cascades top to bottom All blocks stacked below inherit from above Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 41

Slide 77: Inheritance Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 42

Slide 78: Layering Blocks can define all layers of an environment ...not just visual / IA / UX Blocks can cover *any* combination of layers ...some, all, one, UX, tech, biz Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 43

Slide 79: Layering Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 44

Slide 80: Containers

Slide 81: Containers 7 types Begin with Tile, range up to Portal Suite Makeup and behavior defined in detail Smaller Containers deliver content Larger Containers create structure Work together with Connectors Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 46

Slide 82: Tile Size: 1 Elements: • Header • Body • [Footer] Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 47

Slide 83: Tile Group Size: 2 Elements: • Header • Body • [Footer] Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 48

Slide 84: View Size: 3 Elements: • Header • Body • [Footer] Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 49

Slide 85: Page Size: 4 Elements: • [none] Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 50

Slide 86: Section Size: 5 Elements: • Page (1) Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 51

Slide 87: Dashboard / Portal Size: 6 Elements: Section (1) Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 52

Slide 88: Portal Suite Size: 7 Elements: Portal (1) Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 53

Slide 89: Connectors K.I.T. Keep it Together...

Slide 90: Connectors Overview 8 Connector types Some enable navigation Some provide interactivity for Containers Makeup and behavior defined in detail Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 55

Slide 91: Control Bar Adds ʻdepthʼ Attach to: • Tiles • Tile Groups • Views Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 56

Slide 92: Page Connector Links all Pages in a Section Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 57

Slide 93: Section Connector Links all Sections (1 Page) in a Portal Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 58

Slide 94: Crosswalk Connector Directly links two individual Containers Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 59

Slide 95: Crosswalk Connector Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 60

Slide 96: Contextual Crosswalk Destination changes with context Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 61

Slide 97: Contextual Crosswalk Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 62

Slide 98: Contextual Crosswalk Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 62

Slide 99: Contextual Crosswalk Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 62

Slide 100: Portal Connector Links Dashboards & Portals in a Suite Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 63

Slide 101: Portal Connector Links Dashboards & Portals in a Suite Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 63

Slide 102: Portal Connector Links Dashboards & Portals in a Suite Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 63

Slide 103: Portal Connector Links Dashboards & Portals in a Suite Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 63

Slide 104: Utility Navigation Links external tools: • calendars • alerting • instant messaging • corporate blogs • enterprise wikis • licensed feeds • RSS aggregators Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 64

Slide 105: Geography Selector Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 65

Slide 106: Geography Selector Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 66

Slide 107: Putting It All Together Stacking Hierarchy & Assembly Guidelines

Slide 108: Stacking Hierarchy Assigns “size” to all blocks Defines possible combinations Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 68

Slide 109: Stacking Rules 1. Smaller blocks inside larger blocks 2. Multiple smaller blocks allowed 3. No larger blocks inside smaller blocks 4. Can stack blocks sequentially 5. Can skip sizes when stacking 6. Can stack different sizes on the same level Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 69

Slide 110: Container Stacking Hierarchy Portal Suite 7 Portal 6 Section 5 Page 4 View 3 Tilegroup 2 Tile 1 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 70

Slide 111: 1. Smaller blocks inside larger blocks Portal Suite 7 Portal 6 Section 5 Page 4 View 3 Tilegroup 2 Tile 1 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 71

Slide 112: 2. Multiple smaller blocks allowed Page 4 Page 4 View 3 Tilegroup 2 Tilegroup 2 Tile 1 Tile 1 Tile 1 Tilegroup 2 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 72

Slide 113: 3. No larger blocks inside smaller blocks Tilegroup 2 Tile 1 Page 4 Section 5 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 73

Slide 114: 4. Can stack blocks sequentially Portal 6 Section 5 Page 4 View 3 Tilegroup 2 Tile 1 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 74

Slide 115: 5. Can skip sizes when stacking Section 5 View 3 Tile 1 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 75

Slide 116: 6. Can stack different sizes on the same level Page 4 Page 4 View 3 Tile 1 Tile 1 Tile 1 Tile 1 Tilegroup 2 Tilegroup 2 Tile 1 Tile 1 Tile 1 Tile 1 Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 76

Slide 117: Stacking Example Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 77

Slide 118: Case Study Change and Growth

Slide 119: Strategy: Enterprise Tile Library Design: US Dashboard / Healthcare Portals Prototyping: Healthcare Portal POC Governance: US Design Guide Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 79

Slide 120: Client BiopharMEGAceuticials Global enterprise ~100k staff R+D > manufacturing > sales > distribution Recent mergers = new size and complexity Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 80

Slide 121: Project Series of portal efforts Vendor: strategy, design, build, support Engaged across enterprise Building blocks evolved Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 81

Slide 122: Global Executive Portal Global Leadership Team Enterprise insight Business intelligence Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 82

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Slide 126: Account Management Portal National market managers Performance assessment, decision support Analytical tools, alerting *Geographic visualization Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 86

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Slide 132: US Dashboard US Leadership Team Major market insight, enhancing dialog Business intelligence, social commentary *Introduced social mechanisms Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 92

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Slide 138: Approvals Portal Senior Managers, Execs Streamline finance operations Invoice tracking & approval *Portability = critical Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 98

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Slide 142: Regional Dashboard Regional executive team Performance monitoring Business intelligence *Emphasis on social assessment Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 102

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Slide 149: Expense Management Portal Managers, budget coordinators Streamline invoicing, improve forecasting Invoice & project management capability Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 109

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Slide 156: Sales Dashboard Unit Leadership Unit operations insight Business intelligence, social asessment Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 116

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Slide 162: Daily Planner Console Chronic care managers Increase efficiency & productivity Productivity tools, workflow integration *UX offers rich interactions Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 122

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Slide 169: Working With the Blocks Everone Loves Structural Frameworks!

Slide 170: Use the blocks at the right level How will you use the blocks? Common language Reference / example Starting point for design Set of defined components Political shield Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 130

Slide 171: Adapt things as needed What is the environment? What needs to be portable, open? Is inheritance useful? Are these the right blocks? Change or add principles with care Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 131

Slide 172: Selling the Building Blocks Pitch the outcome, not the framework Speak the buyersʼ language (IT, user, biz) Always explain the minimum Start simple, promise less, do more Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 132

Slide 173: More About the Blocks @Boxes and Arrows Building Blocks articles http://www.boxesandarrows.com/person/88-joelamantia @JoeLamantia.com Categories: Building Blocks, Dashboards & Portals Tags: building_blocks, executive_dashboards, ia_building_blocks, portals @del.icio.us: jlamantia Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 133

Slide 174: Possible Future Stuff Wiki Community of Practice Patterns & Pattern Library Mailing List, Blog, Feed Destination Workshops & Seminars Courses Book...? Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 134

Slide 175: Thanks! joe.lamantia@gmail.com Effective IA For Enterprise Portals: The Building Blocks Framework IA Summit 2008 | Joe Lamantia 135