case study enterprise information architecture march 16, 2002 chiara fox, peoplesoft...

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  • Slide 1 Case Study Enterprise Information Architecture March 16, 2002 Chiara Fox, PeopleSoft Peter Merholz, Adaptive Path Slide 2 2 What Well Talk About I. Project Overview II. The Role of the IA In the Enterprise III. Merging Top-Down and Bottom-Up IA IV. Content Analysis Methodologies Slide 3 3 I. Project Overview: The Problem Three separate web properties with different architectures, Customer Connection, and Alliance Connection No unified user experience and quality varies Resources are duplicated (sometimes triplicated) Hard for users to find things cross-site due to differences in IA Difficult to share content that is the same across sites Each site has separate technical backend Sites published with FutureTense, Lotus Notes, and other relational databases Three sites, three search engines, no structured content Two Internet Systems teams to support the different platforms Need to plan for implementation of PeopleSoft Portal Slide 4 4 Project Overview: The Team Consultants Adaptive Path and Lot21 Indi Young, Janice Fraser, Peter Merholz, Marcus Haid In-house Web development team Chiara Fox, Information Architect Camille Sobalvarro, Manager Design & Information Architecture 11 web producers 10 member migration posse 2 thesaurus developer/IA/indexer consultants 3 designers + 2 design consultants 4 usability and metrics specialists 15 technical developers + 3 CMS consultants Slide 5 5 Project Overview: The Process Slide 6 6 Project Overview: Implementation Tracks Visual design and site style guide Content migration, including ROT removal Installation and preparation of Interwovens TeamSite (templates, workflow, scripting) Metadata development (schema, vocabularies, indexing) Training (on using system, creating and using templates, architecture, indexing) Refining IA at a highly detailed level as content was migrated Slide 7 7 Slide 8 8 Slide 9 9 II. The Role of the IA in the Enterprise Hub of the entire process Liaison between many teams Migrator training One title, many roles Slide 10 10 Role of the IA: Hub of Process Only team member with detailed knowledge of all content on all sites Had vision of how sites should function when complete Understood every aspect of the architecture, wireframes, blueprint, and other specifications Slide 11 11 Role of the IA: Liaison Between Many Teams Consultants Information architecture, CMS implementation, graphic design Internet Systems In-house designers Other departments within PeopleSoft, such as product marketing Slide 12 12 Role of the IA: Migrator Training Understand new architecture How content fits into wireframes Use of CMS templates Ask Dr. IA newsletter Slide 13 13 Role of the IA: One Title, Many Roles Project manager XML coder Vocabulary editor Content migrator Copyeditor Directory creator CMS system architecture designer Slide 14 14 III. Merging Top-Down and Bottom-Up IA Two primary approaches to developing the new information architecture Top-Down Driven by user research Develop mental models of audience types Derive main site organization from this understanding of approaches to the task Bottom-Up Foundation for designing architecture Building product module pages Metadata development Site and product indexes Slide 15 15 Top-Down IA: User Interviews 19 subjects 6 potential customers, 7 current customers, 6 alliance partners Four slices C-level, Director, Manager, Implementer Hour-long task analysis interviews, probing how the person was involved in the process of purchasing enterprise-level software Slide 16 16 Create a mental model for an audience Slide 17 17 For each set of tasks, map the content that could be used to support it Slide 18 18 Which still resembles Slide 19 19 Bottom-Up IA: Forms the Foundation Closely linked with the content analysis Focused on: Understanding and describing the content Finding the patterns and groupings Matching content with user needs Results are leveraged in different ways Slide 20 20 Bottom-Up IA: Building Product Module Pages Went through the site and pulled together all information related to products Support Upgrades Marketing Used sticky notes to gather the items into logical groups Logical groups became the tabs on the module pages Slide 21 21 Slide 22 22 Slide 23 23 Bottom-up IA: Metadata Development 12 attribute schema developed based upon patterns found and functionality we wanted 10 controlled vocabularies developed of varying complexity Individual thesauri were developed for the products, services, and subject attributes Semi-automatic indexing tool used to tag content, as well as manual tagging Slide 24 24 FINANCIALS [Financial Analytics] FINANCIAL MANAGEMENT [Financial Analytics] Analytic Forecasting {Financial Analytic Forecasting} {Financial Forecasting} Asset Liability Management {Liability Management} Asset Management {Managing Assets} Balanced Scorecard Billing {Bills} Budgeting {Budgets} CFO Portal {Portal for CFO} {Chief Financial Officer Portal} {Portal for Chief Financial Officer} Contracts {Contracting} Deduction Management {Deductions} {Managing Deduction} eBill Payment {e-Bill Payment} {Bill Payment} Expenses Financial Insight [Financial Analytics] General Ledger {G/L} Payables {Accounts Payable} {A/P} Projects Purchasing Receivables {Accounts Receivable} {A/R} MARKETPAY [MarketPlace] TREASURY MANAGEMENT Deal Management {Managing Deals} {Management of Deals} Risk Management {Risk} {Managing Risk} {Management of Risk} Slide 25molecule > crystal model Forms the"> 32 Content Analysis: Product Matrix Began as a way to understand how products fit together Illustrates the atom > molecule > crystal model Forms the basis of the product hierarchy Now used in other departments to understand how products are structured Slide 33 33 Slide 34 34 Content Analysis: Classification Scheme Analysis Done early in project Compare terms used across the different sites Great for building a case for the project by showing inconsistencies Used to discover alternate terms for vocabularies Slide 35 35 Slide 36 36 Thank You Chiara Fox Information Architect, PeopleSoft Peter Merholz Partner, Adaptive Path


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