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Professional Services Update: TERMINALFOUR tforum 2013


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Professional Services: Elaine Barry, Head of Professional Services, will outline some changes to project management within the professional services team and highlight some of the biggest project successes in this past year.

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Professional Services Update: TERMINALFOUR tforum 2013

  1. 1. The Lenox Hotel, Boston 7-8th November 2013
  2. 2. Professional Services Update 2
  3. 3. A selection of project successes in this past year • Virginia Commonwealth University – Technology Services – Brandcenter – Generic page layouts & Content • Eastern Virginia Medical School – Personalisation - Intranet • Case Western Reserve University – Provost Proof of Concept leading to large Scale web transformation program • Miami College of Arts and Sciences • The City of Red Deer 3
  4. 4. • Introduction of Project Management Office & changes in Project management • Introduction of Best Practice Consultancy as a Service 4
  5. 5. • Moved existing Technology Services site from OpenText CMS into SiteManager ( • Set up the mobile site Separate channel created and mirroring of content. Using JQUERY Framework • Allow for inclusion of existing PHP content throughout • Continue to support the PHP category set up for articles and software content • Auto migration of 9,000 pages 5
  6. 6. • JQuery slideshows set up – uses jCarousel • Alerts, news and events, upcoming training all use existing PHP to bring in information from other sources. 6
  7. 7. • CAS login used 7
  8. 8. • Key central point of contact(Vicki Mallonee) for distributed rollout of CMS across the University • Onsite Discovery phase • Strong client/T4 relationship and an understanding that projects are complex and need the correct resources at the correct times in order to succeed • Client had a Strong technical background and technical understanding of Content Management systems 8
  9. 9. • Build frame work for Brandcenter site into TERMINALFOUR SiteManager • Project had 5 page layouts and 20 content types • Manual migration of 300 pages (media heavy) 9
  10. 10. • Uses Custom in house built slider. • Lightview functionality used to display secondary page via Lightbox on Callout boxes 10
  11. 11. • Media panel is built using JavaScript, together with Lightview functionality 11
  12. 12. • Keeping the project simple at Discovery phase • Not overcomplicating content types • Re-using content types across site • Extra resources for content migration flagged at project kick-off. This allowed forward planning within budget • Client flagged upfront that the code from OpenText and site was of poor quality. This allowed TERMINALFOUR to mitigate risk on the project by re-developing specific modules 12
  13. 13. • Enable schools/departments with restricted budgets to pick from 3 templates • Build 6 Page Layouts; 3 Homepage and 3 Inner pages. Responsive • Content Types should work on all sections • Common Header and Footer should inherit the content from a single section 13
  14. 14. • Common Header and Footer information located in single hidden Child section. Making use of Related Content Branch Navigation Object. 14
  15. 15. • A single Content Type is used to display the banner differently on multiple Page Layouts 15
  16. 16. •Menu uses Jquery Accordion functionality 16
  17. 17. • Used a Small Scale Implementation approach (SSI) due to client’s budget constraints. • Client fully understood at quote stage that the level of service provided by TERMINALFOUR would be scaled back to facilitate budget. • Very quick turnaround by TERMINALFOUR and Client at each project phase milestone. 17
  18. 18. • Implemented a level of personalisation on a per content basis, an updated design and a new PHP based calendar. (Intranet) • Certain content types needed to be visible to different users based on the user’s cohorts. • The calendar needed to be updated from the JSP version to a PHP version in order to pass W3C compliance. • Bookmarking functionality included. • The mega menu needed to be updated to allow for dynamically stacked columns. 18
  19. 19. Steps: • User logs in and is authenticated through LDAP. • Using LDAP attributes the user is assigned a list of cohorts based on whether they’re staff, students etc. as well as what degree, and what year they’re in. • These cohort values are stored in session variables and are used when deciding what content they can see. • A ‘Cohorts’ element on a content type is used to restrict the piece of content to particular users. • PHP is used on page request to only display content that matches the cohort level(s) of the user. 19
  20. 20. Most content on the page is personalised for the user. 20
  21. 21. On page load each individual block is stacked vertically until a maximum height is reached, then a new column is started. 21
  22. 22. Uses the PHP calendar and personalisation so only events applicable to the user are shown. 22
  23. 23. Reuses the faculty and staff directory from the public facing website. 23
  24. 24. • Strong client vision on where they wanted to bring their intranet • Re-using of content types for both Public and Intranet sites • Client & TERMINALFOUR identified early in project implementation that a custom approach to development would be needed • Strong Project Managers on both sides (Client & TERMINALFOUR) 24
  25. 25. • Allow editors to create and edit UI ‘chrome’ elements • Inherit this through the site architecture and ability to override the inheritance at particular levels • To centrally manage particular feature content and reuse that throughout the site • To randomize the display of feature content on individual pages • To have fully configurable on-page ‘widgets’ for particular types of content listings and other listings 25
  26. 26. The main nav top level element’s text and links are editable as content in Site Manager The sub nav elements are dynamic based on the underlying site structure 26
  27. 27. 27
  28. 28. The main nav top level element’s are now specific for this subsection And still editable as content by content creators The sub nav elements are still dynamic and now based on the structure of the department sub-site 28
  29. 29. Footer elements are managed as content – links and link text. It is editable and overridable. Home Home > Academics Footer elements can be overridden (the copyright year is changed) All managed as editable content 29
  30. 30. • Dedicated project team(Miami & mStoner), very knowledgeable • Strong working relationship between TERMINALFOUR and mStoner. Ensured Clients requirements were met from both design and implementation perspective based on number of project implementation days • Centrally managed and easily reused content • Client has powerful capability in terms of managing their content • Visitor engagement by reusing & inheriting feature content 30
  31. 31. • Moved from Microsoft CMS to TERMINALFOUR's Site Manager • Implementation of 5 page layouts, 5 content types, events calendar and eforms applications for "The Bridge", City of Red Deer's employee intranet site • Manual Migration of 400 pages 31
  32. 32. TERMINALFOUR Site Manager allows you to produce aspx, php, jsp pages and this allows for interfaces to custom applications, personalization etc. e.g. Personalization - Hi Carrie! Above buttons represent interfaces to custom applications – e.g. Time Entry allows uses to add time from front end. Data is fed back into external application 32
  33. 33. The user can submit an event from the website using TERMINALFOUR Site Manager eform functionality. These events get fed through to Site Manager events calendar module. 33
  34. 34. • Dedicated client project team. Client PM very knowledge & technical • Comprehensive buy in from The City of Red Deer and adherence to schedule from project team on all aspects of the project • Very detailed input from client in both Functional Specification and Migration Specification 34
  35. 35. • Introduction of PMO function into Professional Services as of May 2013. • Main objective is implementing effective project management practices throughout TERMINALFOUR. 35
  36. 36. • Main Benefits: • Improve project quality and timely delivery • Ensure complex and high-risk projects are managed successfully • Ensure optimal allocation of resources • Assist and support project stakeholders 36
  37. 37. New Project Scope Charter: • Client Key Performance Indicators & Goals • Communications Plan (project audience and information dissemination) • Clearly defined Change Control Process • Clearly defined Implementation Services Terms & Conditions 37
  38. 38. • A large number of clients have requested Best Practice Consultancy. • Introduction of Best Practice Consultancy as a service within Professional Services. • Knowledgeable SME’s/consultants that will provide best practice consultancy/advice in the following areas: • Building and maintaining sites in TERMINALFOUR Site Manager • Information architecture/building site structure 38
  39. 39. • • • • Web standards Web Accessibility User-centred design and usability Tips on improvements for different aspects of your site like home page, page templates, navigation, search functionality • Automated functions – e.g. content syner/data objects • Help needed! Client input required (breakout session) 39