Salesforce Community

1. Project Plan – ‘Next Generation Portal’
Technologies to Advance Usability and Monetization in Media & Entertainment
July 2014
March, 2015
SFDC Community - ‘Next Generation Portal’

2. • SFDC Community Overview
• Project Objectives
• Implementation Methodology
• Project Scope
• Project Timeline
• Best Practices
• Q&A
Agenda

3. Rovi Customer Community Overview
• Our prospects and customers are expecting a personalized, consistent, and comprehensive experience no matter if
they are accessing Rovi information via a web browser, tablet device, smart phone
• We want to leverage the power of AEM content management and Salesforce (Service and Marketing) to provide real-
time personalized content which drives higher customer satisfaction and allows us to continually optimize the
customer experience
• Workflows (content author review) to facilitate the publishing of content at the right interval for our organization
• Smart tagging of content, saving our content authors time and allowing a consistent strategy for content taxonomy
which is used by personalization
• CRM integration (Salesforce, Pardot…) allowing leads generated on the website to be processed and managed
• Real-time product information management (PIM) integration providing a common experience for displaying content
• Salesforce provides necessary systems functions like infrastructure, security, registration, monitoring
• Configure AEM to leverage Pardot for lead nurturing, lead scoring and grading, social posting, and ROI reporting to
help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles

4. Project Objectives
• Consolidation of Legacy Portals
• Enhancements for new SFDC Customer Community
• Include Chatter feeds (rollout with moderators)
• Enable Sharing and Storage of ROVI Content in SFDC Community
• Align UI experience for SFDC Community and AEM visitors
• Implement Self-Service features in SFDC Communities
• One solution as ‘Next Generation Portal’

5. Implementation Methodology
INVENTION => BUSINESS DESIGN => BUSINESS MOBILIZATION => TECHNOLOGY DELIVERY =>
Planning &
Strategy
Design &
Process Review
Develop &
Integrate
Deploy &
Support
• Define Purpose
• Project Planning
• Resource Assessment
• CRM/Business Strategy
• Train/Rollout Strategy
• Sales Effectiveness
• Metrics & CSF’s
• Operating Procedures
•Business Process
•Design
Requirements Definition
•Process Configuration
•Communication Plan
•Training Plan
•Rollout Plan
• Training & Delivery
• Performance Measurement
• Feedback & Improvement
• Growth Planning & Building
• New Feature Development
• Application Configuration
• System Integration
• Custom Software
Development
• Testing
• Data Migration
• Tools Development

6. Project Scope
• Design, Development and Deploy SFDC Community
o Implementation of Chatter with feeds for sharing e content
o Analyze and recommend Community User profiles (security)
o Self-service capabilities, features related to content /digital asset management (DAM)
• Integration of AEM with Salesforce
o User Interface and Design
o AEM / SFDC user registration and logins (authentication)
• Migrate Content / Asset from Legacy repository into SFDC Communities
• Research AppExchange Product
o Recommend storage solution (e.g. large media files)

7. Project Timeline
Week1 2 3 4 5 6 7 8 9
Phase 1
Requirements
Phase 2
SFDC Design
Build
Test
Phase 3
Deployment

8. © 2014 Rovi Corporation. Company confidential.8
Community Best Practices
• Automated and Improved Reporting
• Web incident entry/update for customers
• Answer “How to” questions and provide solutions to simple
repetitive problems
• Process routine service requests and proactive advisories
• Fast access to online documentation
• Enable customer collaboration with chatter
• Keep it Simple and Easy to Use
– Be compatible and integrate with rovicorp.com site (AEM)
– Simple and intuitive navigation (keep resources 1-3 clicks away)
• Make it Easy to Find via the Search Engines

9. Q&A