web & intranet planning workshop (half day)
DESCRIPTION
How to plan a website and intranet -- from assessment and audit, to strategic and functional planning (including information architecture), content management, design, search engine optimization (SEO), and ROI and business case development.TRANSCRIPT
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Web & Intranet Planning Web & Intranet Planning
(Summary version only, please contact Prescient to see the full version as a webinar – 416.986.2226)
by Toby Ward, Prescient Digital Mediaby Toby Ward, Prescient Digital Media
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Agenda
Assessment Planning Information architecture & wireframes Content management Search engine optimization
In-depth case study ROI & business case
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Who is this guy?
Founder, CEO, Chief Blogger, Prescient Digital Media Internet & intranet management consultants We build highly effective websites & intranets
Some of my clients:
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Prescient Digital Media
Intranet & Internet management consultants Focus on performance, measurement & alignment with
corporate business objectives Intranets Websites Portals Content Management Systems Blueprinting Technology Selection ROI & Business Case Content Plan Audit / Assessment Design & Information Architecture
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Nexus of Web Success © 2002 – 2008 Prescient Digital Media
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AssessmentAssessment
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Elements of Assessment Phase
Site Assessment Business / Content Management Requirements Focus Groups Research Review Survey Benchmarking Usability testing Accessibility testing Log analysis
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Business Requirements
10 interviews = good sample Circulate questionnaire before interview Know the situation before going in
Analysis Write up notes as soon after as possible Look for trends & themes
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Focus Groups
2 or 3 sessions 8 people = good session
More than 12 = too many Use screen shots from similar industry and
company size if possible
Analysis Paragraph format with quotes Bar graph for screen shot ratings
Averaged overall rating graph Include smaller versions of screen grabs used
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Survey
Approximately 20 questions Multiple choice and open text Qualitative and quantitative
Provide survey intro with Project overview Details on participation incentive if any
Analysis Synopsis of each question Trends
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Audience Analysis
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Importance vs. Satisfaction
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Audience Analysis
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Site Assessment
Six evaluation categories:
Content (25%) Planning & Resources (25%) Usability & Information Architecture (12.5%) Design & Layout (12.5%) Tools & Innovation (12.5%) Search (12.5%)
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Site Assessment
Comprehensive review of site Click through drill down Each main area of navigation
Analysis Synopsis of each category with of site
attributes Scoring out of 10 for each area Screen examples of key corrections needed Summary of findings
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Site Assessment
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Evaluation Scores
Overall: 1 2 3 4 5.13 6 7 8 9 10
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Benchmarking
3-5 leading or competitor sites Similar size orgs Same or comparable industry Top 10 or clear innovators
Score each site according to the same evaluation criteria
Score comparison and benchmarking provide a qualitative and quantitative gap analyssi
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Opportunity for improvement
Benchmarking
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Usability
Five to 10 users 8 to 10 tasks
4 - 5 common tasks 4 - 5 client specific tasks
1 hour per testing session 30 to 45 minutes for testing 15 minutes for test write up
Analysis Timing (drop longest & shortest time) Scoring (drop the highest and lowest score) Comments by testers Findings
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TASK #5 - Add TH HR to Communities list
Time (sec) Rating No. of Clicks Notes
1 175 5 9 User did not know how to finalize/confirm addition of community to list once selected.
2 did not perform task
3 33 4
4 124 8 7 user did not know how to finalize/confirm addition of community
5 110 7 7
6 120 5 7 user did not know how to finalize/confirm addition of community
7 25 9 4
8 3 15+ Task ABORTED prior to completion
9 120 6 9 System failed - required reboot. Restarted task
101.00 6.14 5.22
Analysis: Recommendation:
Fair usability. The issue at hand was finalizing the selection of the new community. Rename "Finish" button to "Select" or "Update", and move buttons to bottom right of the page.
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Phase 1 Assessment Report
Intro Executive summary Write up of all Phase 1 activities Key recommendations (3 or 4) Recommendations Summation
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Evaluation
Design & Layout Usability & Information Architecture Content Search Tools & Innovation Planning & Resources
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PlanningPlanning
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Plan or Fail
Success is determined before design Planning constructs the blueprint for ongoing
management Failure to develop an integrated plan can
ensure failure
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Perspective
1/3 of IT projects exceed budgets and schedules by almost 100% in small to mid-size companies (Gartner)
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Death
Death is often slow, but not without extracting significant time, money and jobs
One prominent financial services firm purchased a content management system for $1.5M
Despite examining 12 different vendors the chosen solution: limited the number of publishers, pages, proved
unstable and made real-time publishing prohibitive
One year after implementation, it was scrapped
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Planning Deliverables
Strategic plan Governance Business case & ROI Functional planning Information architecture Wireframes Design Content management plan Policies Marketing plan
Strategic Planning
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Strategic planning process
Develop: Vision or mission statement Objectives Goals Key performance indicators (PKIs or CSIs)
Create online survey based on S.W.O.T. & company strategic directives
Stakeholders vote on possible Mission statements, objectives & goals
Prescient compiles results in PPT workshop Workshop is 3 – 4 hours with no more than 6 -8
stakeholders (4-6 is ideal)
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Strategic planning process
Create online survey based on S.W.O.T. & company strategic directives
Stakeholders vote on options Compile results for workshop discussion Workshop is 3 – 4 hours; 6 -8 stakeholders (4-6 is
ideal)
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Strategic planning survey
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Intranet strategic planning survey
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Strategic planning workshop
Introduce current state of the intranet / website Evaluation scores Requirements analysis findings
Create an effective strategy based on Current strengths and weaknesses (S.W.) Focus on the opportunities (but ensure threats are
addressed (O.T.)
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ACME intranet weaknesses
Search tool Too hard to find information Navigation; complicated, not intuitive Training is scattered across the site Phone book search Static, irrelevant & out of date content Separate log on process; for desktop and intranet
(not everyone has SSO), and for other apps. Design, page layout
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Intranet - Opportunities
Search; more relevant results, advanced search options 67%
Information architecture/navigation; more intuitive, user centric 58%
Content quality; up to date, relevant, dynamic 38%
Governance; clear ownership, defined guidelines 29%
Forms/tools; online submission, easier to locate 25%
Design; more dynamic, visually appealing, consistent 21%
Content management; easier, more consistent 17%
More social media; blogs, wikis, discussion groups 17%
HR; more online self service options – electronic pay stub, vacation day counter, online forms submission 12%
Other, please specify 12%
News; global in perspective, more industry news 8%
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Key words / phrases for crafting missionINTRANET SHOULD (be) … Connect Engage Business oriented Global Fun Customer focused
REPRESENT: Unity Excellence Innovative Strategy Teamwork Performance Leadership Accountability Strong leadership Respect & Integrity Culture change Knowledge sharing
FEATURES: Reward and recognition Employee communication Employee development Idea management Training Feedback Dialogue Teamwork/collaboration Streamline Cost savings Primary choice for
communication First-line ambassadors Interface (portal) to all services,
systems & info
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Sample Mission Statements
ACME’s intranet transforms the way employees communicate, collaborate and interact globally and locally.
Our mission is to connect people with the ultimate places to play.
To improve organizational effectiveness and communications by enabling employees to access timely, relevant information and applications where, when and how they need it.
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U.S. Department of Defense
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Common navigation, different look-and-feel
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Objectives & Goals - Definitions
Objectives Qualitative something worked toward, or striven for something toward which effort is directed
Goals Quantitative the finish line end result of an endeavor/effort SMART
Specific, Measurable, Attainable, Realistic, Time Defined
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Sample Objectives – intranet client
Objectives 1 2 3 4 5
To improve employee collaboration 14% 57% 14% 14% 0%
To increase employee productivity
1 1 1 1 2
17% 17% 17% 17% 33%
To increase employee engagement
3 0 2 1 1
43% 0% 29% 14% 14%
To develop a better balance between global and local content
1 0 1 2 2
17% 0% 17% 33% 33%
To standardize look-and-feel & usability across SAS
1 2 1 1 1
17% 33% 17% 17% 17%
Important Unimportant
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Sample Goals
Improve employee productivity (reduce average clicks) 71%
Improve user satisfaction 57%
Create a simplified system for managing content 57%
Establish and maintain a strong governance structure 57%
Increase usability 43%
Deliver a consistent look and feel across the intranet 43%
Increase readership of key messages 43%
Ensure all content is regularly reviewed for relevancy 43%
A new navigation schema 29%
New search engine (and taxonomy) 29%
Deliver measured return on investment (ROI) ($_ million) 29%
Improve stakeholder satisfaction 14%
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Key Lessons – Listen, listen, listen
Facilitator versus Expert Expert in setting up survey & workshop Facilitator in workshop Stakeholders need to be heard Stakeholders needs to make the directives
More than 7-8 people is unwieldy Watch the time and facilitate…
“Now we only have an hour left so how do you want to proceed…?
“Do you want me to me an aggressive time-keeper or allow free discussion…?”
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Cognos Web marketing funnel
View
Monthly uniques
Complete
$$Pipe
Increase topline traffic into the site…
People click on an offer…
People complete the offer form…
BDRs pick up the lead, and sales turns it into a deal.
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Results – Cognos Lead Pipeline
View
Monthly uniques
Complete
$$Pipe
161,000Monthly unique traffic
34,336 (20.2%)
# viewing lead form
16,304 (9.6%)# completing lead form
$7,500,000$$ pipe/month
2007 Monthly average
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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What drives our decisions
•What are you trying to do?•Engage in marketing battles you can win.•Low hanging fruit first.•No focus. No excellence.•Test. Measure. Change. Repeat.
View
Monthly uniques
Comp.
$$Pipe
Five Principles Web marketing funnel
+
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Case study: Homepage evolution
2002:No
offers on the page.
XX
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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…To this2006
Offers, and a lot of “me”
XX X XSource: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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…and constant evolution
Today…Confirm
they’re in the right
spot.Go where they want.
Get the lead
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Inside
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Pipeline, bottom of the page
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Case study: Forms
2006
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Using PPC learning…
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Case study: New media
RadioCognos podcasts 30-minute show every 6
weeks 60,000 RSS subscribers 16,000 RSS views 2,000 episode downloads
Why? Reuse newsletter content First mover into tactic New media to increase traffic Reach new people with new
medium SEO goodness (transcripts) “Blog food” offers for
bloggers
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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Cognos Newsletter
Community of readers, a base to grow, metrics Marketing vehicle to promote items Search engine food Content to be re-leveraged (podcasts, bundled
collateral, RSS) Reason to issue SEO press releases (along with
your pods)
36,000 subscribers30% open rate8.5% CTR
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Not so good
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Evolution
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Case study: Organic search + SEO
#4
March 6, 2008
1/3 of Web users see high search rankings = market leadership
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CMS Case study: Fidelity Investments
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What is a CMS?
A Content Management System (CMS) is a database technology used to publish and manage online content on a website without programming expertise
Content is published using templates or wizards Effective content management requires
Defined processes and rules Supporting technology (CMS) Individuals that understand both of the above
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CMS Principles
Create & publish content in a timely manner Reduce the cost of publishing content Organize content to support work processes Define roles and responsibilities for managing
content Develop policies to guide content
development/contribution and management Can use one tool to publish information across
different site types and platforms (Internet, intranet and extranet)
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(Personalized)Presentation
PublishingRevision
ManagementAuthoring
Editing
Content Management Core Functions
Document management (html, doc, gif, pdf, etc.) creation (separation of content from style)editingrevision trackingworkflow (author, editor, approver, publisher)
*source: Fidelity ETAD
Content delivery / presentationstatic v. dynamic delivery
Personalizationcustomization by user (portal)adaptation to user
Syndication
Content deployment / publishingeasy & consistent site updatescheduled updatescontent expiration
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Traditional Way: The Content Mgmt Way: Requires technical and design expertise to Operate a site
Making changes to large site becomes an impossible task
Not very searchable
Separates Content From Design
Allows Non-Technical staff to Maintain Content
Streamlines Operations with Workflow Mgmt & Content Scheduling
*source: Fidelity ETAD
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Assembled in the browser
Page Components
text
graphic
table
reference*source: Fidelity ETAD
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10,000 files total...
3,000 “Good” files...
Fidelity: Intranet Content Audit
Source: FICL, Developing and Benchmarking Your Intranet - May 24, 2001
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Why it is Critical:
Fidelity - Enterprise Information Architecture
*source: FeB
Blueprint for the “House”
User-Centered rather than Organization-Centered
Greater Efficiency in Adding New Content (less time arguing about where things go)
Before... After...
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0
Fidelity: inSite Evolution
Source: FICL, Developing and Benchmarking Your Intranet - May 24, 2001
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Project Core Team•Web Designer, Systems Analyst, Web Administrator, Technical Analyst•Business Leader, Business Analyst, Project Coordinator (UAT, Training)
Extended Project Team •Information Designer•60 End-User Focus Group Participants•80 Content Migration Publishers•Project Steering Committee
9 months - Analysis to Launch
inSite Redesign Project
Source: FICL, Developing and Benchmarking Your Intranet - May 24, 2001
Information Architecture
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High Level Information Architecture
About UsEmployee Resources
NewsPolicies,
Forms and Templates
Job Aids and Tools
Reference Help
Executive Team
Learning and Development
Daily News Policies and Procedures
By Topic Acronyms Intranet Orientation
Corporate Structure
Careers Archives * (subcategories below)
Forms A-Z Index Branding Tech Help Desk
Quick Facts and Figures
My Benefits Enterprise News Bulletins Employee/ HR Updates Enterprise
Project Updates RBC Dexia Trust
Updates Community News Advertising
Campaigns Corporate Event
Details Rewards and
Recognition External Media
Releases On the Move Compliance
Network Newsflashes
Risk & Analytics Newsflash
New client wins RBC Dexia in the
News
Templates By Role Glossaries Password Resets
Mission and Values
My Pay By Business Unit Tech Tips and Application Guides
Other Help
Financial Reporting
My Pension By Functional Unit Product Information Emergency Procedures
OrganizationCharts
Incentives and Perks
By Corporate Function
Privacy Incident Reporting
Intranet FAQs
Corporate Performance
My Workplace FAQs Content Management Support
Testimonials and Videos
Manager’s Corner Internal Resources Intranet Publishing Help
Charities and Giving
Onboarding External Resources Facilities Management
Power of Attorney
Rewards and Recognition
Business Continuity Planning
Privacy Incident Reporting
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Wireframes
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Wireframe – home pageGlobal Navigation
Header: logo, employee directory, site map, search, contact us, feedback,
Page functions (printer friendly, font toggle, email this page,)
Enterprise News and enterprise project updates
Feature Area 1
Footer
I want to…(drop down menu)
Functional UnitsDrop down menu
Corporate Events Calendar
Today’s Listings and Link
New Client Wins
Quick Links
Quick Poll
Applications
Daily news headers for: Employee Updates, Client Updates, HR updates, Bulletins, Community News, Employee Recognition, On the Move, new Compliance newsflashes, new Risk and Analytic newslfashes, RBC Dexia in the News, and other news
Business UnitsDrop down menu
Promotional Banner
Time Zone Clocks and International Holiday Calendar
SnapShot of the DayEmployee snapshots
File an expense claimGet a vacation request formFile a medical claimFile a dental claimUpdate my profileFind organization chartsRecognize a employeeCall the help deskReset my passwordOrder new business cardsOrder marketing materials
RBC Links and Partners
About Us I Employee Central I News I Policies, Forms & Templates I Job Aids & Tools I Reference I Help
Content Management Plan
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Content Management
Content management is simply defined as the means by which content is created, stored, accessed and reused to accomplish corporate goals.
The hallmark of a good content management system is an easy-to-use web interface that allows non-technical employees the ability to create, edit and publish pages without any programming or technical training.
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Template Requirements
Templates will need to be built for all page types within intranet.
Home page Channel Page News Contact/Location information Organizational Charts Speciality pages: i.e. – IT, HR, Sales… Search Search Results Directories …
Templates must include the standard global banner and footer components.
Templates must be unalterable by content owners.
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CM Plan Includes high-level recommendations for:
Creating and managing content Content and broadcast e-mail policies Customization and Personalization Requirement recommendations for a content
management system Content workflow recommendations
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Content Audit
The content audit is used to: populate the new Information Architecture. determine what content needs to be saved and/or
updated, and more importantly, what content needs to be purged.
identify new content that needs to be developed.
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Content relevancy
All data should have a shelf life of no more than 6 – 12 months (that is, the content is archived or a notice is sent to the owner to update the content via CMS workflow).
Existing content that will be used on the website needs to be mapped, and in some cases converted.
All content needs to have an owner whom is responsible for ensuring the data is ready to be posted/converted as per the plan.
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Taxonomy
Implement a complete corporate taxonomy guided by business and function need for:
storing, cataloguing and ‘tagging’ content Establishing a taxonomy “rule book” will ensure
effective meta tagging and content categorization by all publishers.
The taxonomy should mirror the Information Architecture and vice versa.
All content pages should be tagged according to the taxonomy defined. For example:
CEO’s Page keywords: CEO Name, Chairman Management Board , Chief Executive Officer, senior executive, view from the top, engagement survey, etc….
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Documents
Whenever possible smaller, less detailed documents (pdf’s, word, etc) should be converted to html.
CMS should accommodate a simple cut and paste from a PDF/Word (and clean tags from MS-Word)
CMS should also be able to support corporate documents with:
Title one paragraph explanation Link size of file icon to indicate file type
The new CMS will need to index documents allowing them to be searched.
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Document Notification
Allow general users of the site to subscribe/ unsubscribe to document updates on the site
Upon subscribing, users will receive a notification when the document changes
Users are notified via e-mail or on screen alerts Automatic updates to “What’s new”
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Email Guidelines & Policy
Eliminate broadcast bulletins except for urgent, actionable/time sensitive or mission-critical communications.
Limit broadcast email usage (Project Manager, Senior Managers, Executives and 1 or 2 backups).
Outline proper usage and treatment of emails Use of attachments and distribution lists. Subject line formatting. Use of To:, cc:, bcc:
Drive traffic Perhaps by initially using a bi-weekly e-newsletter
that links users to news headlines, etc Educate on basic email etiquette
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Collaboration
A new CMS could provide “project room” functionality. These can be set up for virtually any team effort
purpose. Functionality available with Team Rooms:
Asynchronous Collaboration: tasks, discussions, feedback, rating, comments.
Team Management: calendar, scheduling, email. Real-time Collaboration: instant messaging,
application sharing. Privacy: ID and password access.
Specific templates can be used for different collaborative efforts.
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Customization and Personalization
Quick links on home page. Selections within Employee Dashboard view. Single sign on providing access to all systems. Users from different geographies will see customized
views of the home page, such as: Local weather. Local language (if available). Default home page quick links specific to
geography. HR information. …
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Content Workflow - Sample
It is recommended that 3 levels of content workflow utilized for initially, with ultimate control residing with the Project Manager for the home page.
Sub-sections, project pages, etc may not need the Project Manager. Wiki, blog, collaboration and similar type content will not require
Project Manager approval. Project Manager approval process can be lessened (to a certain
extent) once the new standards have been successfully established.
Site Owner (i.e. Department pages)
Project Manager
Site Owner (i.e. Forms)
Authors
Etc.
Authors Authors Authors
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Sample Content Workflow
Author/Contributor
Content
Content Owner
IntranetProject
ManagerApproved Yes
No
Post to CMS
Translation required?
Publish live to
intranet
File in CMS DB
No
Yes
Translation/ GMS
Re-write/update
required
Verify translation
Translation correct
Yes
No
Approved Yes
No
Require Mngm Review
No
Senior Management
Approver
Yes
Approved
Yes/No
Document reaches expiry threshold
CMS workflow
sends notice to content
author/owner
Content owner/author
reviews content
Content Requires Update
Yes
Content owner/author saves content with
note in workflow that no changes to
document made
Search Engine Optimization
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SEO
Search is a sales tool Being found = $$$ SEO is the process of increasing your rankings
62% of users click on first page search results 90% clicking on results from the first three pages
of returns 87% of results clicked on were from the organic
(non paid)
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10 billion searches per month (Dec 07)
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56% of users use a search engine on any given day 54% of searchers only view the first page of results
(comScore)
In unaided recall, the top three search listings outperformed banners and tiles by three to one (ND Group)
55% of participants' online purchases originated on sites found through search listings, compared to 9% from sites originating from banner ads (ND Group)
Traffic comes from scratch
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35.66% of visits from Google searches 21.63% of visits from direct 18.17% of visits referred from intranetblog Google the word “intranet” :
IntranetBlog.com has moved from a ranking of 44 at the start of last year to 13…
Prescient’s ranking has improved
Traffic comes from scratch
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Blog drives traffic AND rankings
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Top rankings = Credibility / Leadership
“…users ascribe industry leadership to those brands within top results, and believe them to be leaders in their fields given their placement in the results” according to Robert Murray, President, iProspect
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Paid Search vs. Organic
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Google AdWords
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6 critical criteria
URL Page title Content Design Links Age Neighbourhood
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URL
URL Page title Content Design Links Age Neighbourhood
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Page Title
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URL
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Content
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Design
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Design
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Links
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Links
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SEO Tips
8 second test – have someone view page for 8 seconds then ask them what the site is about
Page titles should be between 40-69 characters Write about 250 words per page which will enhance
search engines’ efforts to index Be more specific in writing your headings (e.g. not
“Our Office” but “Our Hanoi Consulting Office”) Create an information architecture that includes key
words Have user friendly URLs (ideally the url should be
easy to remember and reference)
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SEO Tips
www.timelife.com/vietnam
http://www.timelife.com/webapp/wcs/stores/servlet/ProductDisplay?catalogId=10001&storeId=1001&langId=-1&productId=47001
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SEO Tips
Have keywords in main body content and throughout the site – top to bottom; in headlines and sub-headings; in call to action links
Have 10 phrases for your site, each phrase should have two or more words
Build content for those key phrases
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SEO Tips
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SEO Tips
IA should include key words 8 second impression Title tag (40-69 characters) Friendly URLs Page length (250 words) Headings – be specific Keywords – not just tags Key phrases (10) Links in context (no “click here”) Test with your search engine
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Keywords
Density – the amount of keywords on a page Placement – where the keywords are on a page Plural vs.. singular Lower case Use in domain name (URL) and file names Keyword vs. phrase inputted into search
engines 1 word – 19.02% 2 words – 32.58% 3 words – 25.61% 4 words – 12.83%
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http://www.onestat.com/
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Keywords
Don’t Use your competitor’s name in your keywords Use common misspellings in your keywords* Use “hidden” words
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Linking Strategy
List logical, affiliates etc. who would link to you
Find out who is linking to your competitors www.linkpopularitycheck.com
Search on your keywords and find sites that are not competitors that might link to you
Send reciprocal link requests Offer free content Submit to search engines
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Avoid
Having hidden text or creating links that can be seen by search engines but not by users
Participate in link exchanges for the sole purpose of increasing ranking
Send automated queries to Google to monitor your site's ranking
Use programs that generate lots of generic doorway pages
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Catchy but not misinterpreted…
"Who Represents" is where you can find the name of the agent that represents any celebrity. Their Web site is
www.whorepresents.com Experts Exchange is a knowledge base where
programmers can exchange advice and views a t www.expertsexchange.com
Looking for a pen? Look no further than Pen Island at www.penisland.net
Need a therapist? Try Therapist Finder at www.therapistfinder.com
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Exercise
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Keyword phrases
Write 10 keyword phrases for your site
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Business Case
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Business case process
Employee productivity survey Host ROI workshop
Introduce ROI concept & examples Introduce ROI matrix Identify 8 – 12 specific, measurable benefits Assign measures for team (homework)
Create business case in XLS template Summarize in the blueprint
RECENT EXAMPLES AS TEMPLATES: Schneider workshop PPT HSBC North America business case
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Cognos business case
Examples Pipeline (measured by dollars) Revenue (ecommerce channel) Sales acceleration (measured by activities & dollars) Case deflection (resolved cases/ cases unlogged) Online self service (actions completed) Engagement (Posts, visits, open rates, click throughs,
mentions)
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Results – Cognos Lead Pipeline
View
Monthly uniques
Complete
$$Pipe
161,000Monthly unique traffic
34,336 (20.2%)
# viewing lead form
16,304 (9.6%)# completing lead form
$7,500,000$$ pipe/month
2007 Monthly average
Source: Web Marketing results, whether 1.0 or 2.0, John Blackmore, Cognos – April 2008
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More than ROI Usage and value: 80% of IBM employees access the
intranet daily Workforce enablement: 68% view the intranet as
crucial to their jobs Employee retention: 52% are more satisfied to be an
IBM employee because of information obtained on w3
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Key Elements
Purpose Problems solved Potential benefits Cost / benefits analysis
Cost of solution Hard benefits Soft benefits
Other benefits and metrics Solution overview Complexity matrix Opportunity cost (pros / cons)
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Prescient’s Portal Magic Quadrant
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Bank A - Benefits
Provide a single intranet platform for all intranets and rationalize other platforms and technologies
ACME Portal leverages the existing investment in ACME infrastructure & conforms to the new global standard
Reduces current intranet staffing / operating costs Improves information access and retrieval / increases
employee productivity Increase sales by providing lead referrals and customer
tracking, sales and support Increased employee engagement and satisfaction
(increased satisfaction decreases retention and recruitment costs)
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Business Case Lessons
Success largely depends largely on client ability to measure current costs
First establish current baseline costs, then ROI estimates follow using benchmarks
ROI is all about “selling the benefit” Put on your sales hats Measure all you can – let management
decide later what works & doesn’t Be aggressive in measurement & estimates
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Final lessons on planning
Know & document the business requirements Know & document user requirements Know & document best practices Develop a detailed plan starting at the top with
the mission statement, and work your way down: Objectives & Goals Key performance Indicators Business Case Functional Plan Information Architecture Etc.
Toby [email protected]
www.PrescientDigital.comwww.IntranetBlog.com
Questions?
(Summary version only, please contact Prescient to see the full version as a webinar – 416.986.2226)