The document discusses integrating portal technologies to create customer-centric experiences, exploring various user personas such as factory workers, supervisors, and executives. It defines 'portal' and emphasizes understanding customer roles and tasks to enhance interaction and functionality. The goal is to create tailored portal experiences that accommodate different user needs and behaviors.

1. Integrating Portal Technologies to Build a
Customer-Centric Experience
Brian Caauwe
IT Pro Manager

2. Topics of Discussion
• Portal Technologies
• Personas
• Show & Tell

3. Quick Poll
Work Roles
IT Director
Analyst
Administrator
Developer
User
Other
What does “Portal” mean to you?

4. “Portal”
• Slightly Ambiguous

5. Portal Definition (ˈpȯr-təl)
1: door, entrance; especially : a grand or imposing one
2: the whole architectural composition surrounding and
including the doorways and porches of a church
3: the approach or entrance to a bridge or tunnel
4: a communicating part or area of an organism; specifically
: the point at which something (as a pathogen) enters the
body
5: a site serving as a guide or point of entry to the World
Wide Web and usually including a search engine or a
collection of links to other sites arranged especially by topic

6. Portal Technologies

7. Who is YOUR customer?
Purchases your
product / service
Signs your
paycheck
Distributes your
product / service
Uses your
Works for you You work for
product / service

9. Fred – The Factory Worker
Tasks
News Links People
Search Documents
Model
PC Mobile
Medium
Email Phone
Social
SOCIAL SAVVY
1 10
TECH SAVVY
1 10
OPTIMISM
1 10

10. Factory Worker Portal

12. Steve – The Supervisor
Tasks
Tasks Links Forms
Search Reports
Model
Laptop Mobile
Medium
Email Phone
Meetings
SOCIAL SAVVY
1 10
TECH SAVVY
1 10
OPTIMISM
1 10

13. Supervisor Portal

15. Elizabeth – The Executive
Tasks
Reports Spreadsheets Links
Presentations
Model
Mobile Tablet Laptop
Medium
Email Phone
Meetings Social
SOCIAL SAVVY
1 10
TECH SAVVY
1 10
OPTIMISM
1 10

16. Executive Portal

17. Q & A
You’ve got questions, we’ve got answers