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INFORMATION ARCHITECTURE PROJECTS
The Brazilian Court of Accounts
Fl叩via Lacerda
2013
ABOUT ME
 Information Technology Advisor at
the Brazilian Court of Accounts (TCU)
 PhD Candidate in Information Architecture at
University of Bras鱈lia (UnB), supervised by Prof.
Mamede Lima-Marques
 Doctoral stage at J旦nk旦ping University (Sweden)
from August to December 2013, supervised by
Prof. Andrea Resmini
ABOUT THE BRAZILIAN COURT OF ACCOUNTS (TCU)
What do we do?
 Audit the accounts of federal public resources
 Evaluate government programs
 Effectiveness

(How much is being spent and how?)

 Efficacy

(Are the goals being reached?)

 Efficiency

(Are the best procedures being used?)

 Economy

(Are the resources obtained at market prices?)
ABOUT THE PROJECTS
Why do we need Information Architecture?
 Better communication with audiences
 Information transparency and findability
 Content management and sharing
 Visual identity
 Data analysis and content exchanging...
INFORMATION ARCHITECTURE
Why do we need it?

Source: http://www.xerox.com/assets/motion/corporate/pages/programs/information-overload/pdf/Xerox-white-paper-3-25.pdf
Image: http://www.foundationnews.org/CME/article.cfm?ID=1003
INFORMATION
ARCHITECTURE
Why do we need it?
INFORMATION
ARCHITECTURE
Why do we need it?
Richard Wurman

INFORMATION ARCHITECTURE
The emerging 21st century professional occupation addressing the needs of the age focused
upon clarity, human understanding, and the science of the organization of information.
1st Stage (2006 -

)

 Content management
strategy

2nd Stage (2009 -

)

Near future

 Search strategy

 Cross-channel strategy

 Enterprise portal reframing

 Interoperability and
government partnership

 Responsive design

 Visual identity

 Social networks

INFORMATION ARCHITECTURE PROJECTS
TCU Strategies in a Timeline
INFORMATION ARCHITECTURE
Planning

PROJECT
Research

Strategy

Design

Implementation

PROGRAM

Louis Rosenfeld & Peter Morville (2002)

Administration
INFORMATION ARCHITECTURE
Research - Methods
Context

Content

goals, strategy, brand,
process, technology,
resources, politics, culture

Users

objects, types, metadata,
structure, relationships,
source, volume, growth

audiences, user needs,
use cases, mental models,
vocabulary, behavior
Louis Rosenfeld & Peter Morville (2002)
INFORMATION ARCHITECTURE
Research - Methods

Louis Rosenfeld & Peter Morville (2002)
CONTEXT
What is our
environment?

Mission, goals and culture

Infrastructure and resources










Provide information and services
Perform effective processes
Improve public administration
Formal culture, but innovative

Internal IT sector and datacenter
Multidisciplinary team (8-10)
CMS Plataform
Tarsila do Amaral | Oper叩rios (1933)

USERS
Who are our
main audiences?

Brazilian citizens
+ 200.000.ooo

TCU internal public
+ 6.000

賊 100 mi - internet access
賊 15% - some disability




Public employees
Trainees and outsourced

Special audiences




The National Congress
Government agencies
Press
CONTENT

Information resources

Metadata and taxonomies

What are our
sources and types
of information?









Publications and services
Corporative and external systems
Intranet and web pages

Data models
Data types and formats
Controlled vocabularies
PROJECT  PORTAL
Why reframe the
Enterprise Portal?
 Content management
strategy
 Standardization
PROJECT  PORTAL
Research
Techniques

Questions

 Interviews with stakeholders
and users

 Most accessed areas, products
and services

 Statistics analysis

 Findability

 Eletronic survey

 User satisfaction
 Improvement needed
INFORMATION ARCHITECTURE
Planning

PROJECT
Research

Strategy

Design

Implementation

PROGRAM

Louis Rosenfeld & Peter Morville (2002)

Administration
INFORMATION
ARCHITECTURE
Strategy - Methods

Louis Rosenfeld & Peter Morville (2002)
INFORMATION
ARCHITECTURE
Strategy - Methods

Louis Rosenfeld & Peter Morville (2002)
PROJECT  PORTAL
Strategy

CONTENT
INVENTORY

CONTENT
MANAGEMENT
POLICY

CONTENT
REPRESENTATION
MODEL
Metadata and doc types
<T鱈tulo>
<Autor>
<Data>
<Usu叩rio>

CONTENT
PRESENTATION
MODEL
Perfil 1 (Public)
Menu

News

Taxonomy

<Tipo>
TABELA TIPO DOC


System 1

<Categoria>
TAXONOMIA

Products and services

<Assuntos>
TESAURO
TESAURO
TESAURO

Vocabulary 1

Perfil 2 (Individual)
Menu

My page

My themes

System n

Vocabulary n

Information resources

Database

Data entry and
storage

Products and services

User interfaces

USERS
SEGMENTATION
PROJECT  PORTAL
Strategy  Content inventory
 Contents to migrate
and to discard
 Needed contents
 Types, formats and
metadata
PROJECT  PORTAL
Strategy 
Representation
model

 Document types (161)
 Book
 Event
 Journal article
 Judment
 Law
 News
 Report
 Resolution
 Sumary
 Thesis [...]

 Metadata
INFORMATION ARCHITECTURE
Planning

PROJECT
Research

Strategy

Design

Implementation

PROGRAM

Louis Rosenfeld & Peter Morville (2002)

Administration
PROJECT  PORTAL
Design
Principles

Implementation requirements

 Visual identity

 Build and validate prototypes

 Usability

 Develop style guide

 Accessibility
 Customization
 Personalization
 Colaboration
 Integration
 Flexibility
PROJECT  PORTAL
Design 
Presentation
model

Header
Audience pages
Publicity

General Search

Specific Search
Thematic topics & contact

Services

News, publications &
events

Information & Culture
Partnerships
PROJECT 
PORTAL

Community of practice

Design 
Colaboration

Wiki
PROJECT 
PORTAL
Design 
Personalization

28
PROJECT 
PORTAL
Design 
Flexibility
(Hotsites)
C但ndido Portinari | Menina Sentada (1943)

VISUAL IDENTITY
Phisical and digital
spaces (parallel project)

New logo

Artistic images
Partnership with Portinari Project
to use the painter works
INFORMATION ARCHITECTURE
Planning

PROJECT
Research

Strategy

Design

Implementation

PROGRAM

Louis Rosenfeld & Peter Morville (2002)

Administration
PROJECT  PORTAL
Implementation
 Implement specifications on CMS (customize features)
 Representation model (tables, fields and forms)
 Presentation model (layout)

 Validate and adjust
 Train content managers
 Migrate content for CMS (automatic and manual)
 Test and validate
PROJECT  PORTAL
ECM, WCM, CMS, CXM...
 Multiple solutions for content management
 What each vendor offers X what the organization really needs
 Decisions must be guided by:

 Business problems and needed features (design principles)
 Compliance with technologies used in the organization
(databases, servers, languages,patterns)
INFORMATION ARCHITECTURE
Planning

PROJECT
Research

Strategy

Design

Implementation

PROGRAM

Louis Rosenfeld & Peter Morville (2002)

Administration
PROJECT  PORTAL
Administration
 Ensure the application of the content management policy
 Preserve standards compliance
 Monitor access, evaluate user satisfaction and adjust
 Handle issues identified during the project
 Keep evolving
PROJECT  PORTAL

2005

1997

2001

2012

2008
PROJECT  PORTAL
Lessons learned
 Models and policies must be developed for each case (no magic recipe)
 IT systems are only tools to create and manage the spaces. You need to design
them and involve those who will use in the designing process
 Methodology is only direction
 Homepages are political instruments - the strategy rules must be clear, based on
evaluations and statistics
 Content areas must have specific holders
1st Stage (2006 -

)

 Content management
strategy

2nd Stage (2009 -

)

Near future

 Search strategy

 Cross-channel strategy

 Enterprise portal reframing

 Interoperability and
government partnership

 Responsive design

 Visual identity

 Social networks

INFORMATION ARCHITECTURE PROJECTS
TCU Strategies in a Timeline
PROJECT  SEARCH
Solution
 Internally developed
 Free software plataform
(Lucene/Solr/Java)
 Multiple databases
 Constant customization &
evolution of features
 Maintenance costs
 Sharing with governmental
agencies
PROJECT  SEARCH
Solution
Portal

Capture,
processing
& load
Systems

DMS

External sources

Total (2013): 227.683.411 itens

Textual database
PROJECT  INTEROPERABILITY
Government
partnership

TCU project

 Data exchange
 Shared solutions
 Cooperative development

Federal Senate of Brazil project  www.lexml.gov.br
PROJECT  SOCIAL NETWORKS
Sharing
1st Stage (2006 -

)

 Content management
strategy

2nd Stage (2009 -

)

Near future

 Search strategy

 Cross-channel strategy

 Enterprise portal reframing

 Interoperability and
government partnership

 Responsive design

 Visual identity

 Social networks

INFORMATION ARCHITECTURE PROJECTS
TCU Strategies in a Timeline
PROJECT  CROSS-CHANNEL
Pervasive Information Architecture
Information-based activities require us to move
across different media, channels, and
environments, with no distinction between what
is physical and what is digital.
We still visit Web sites, but we also use mobile
applications, interact with intelligent devices, and
connect with people on the go through a variety
of computer-mediated technologies.
Andrea Resmini & Luca Rosati

(Pervasive Information Architecture, 2011)
PROJECT  CROSS-CHANNEL
Responsive design
INFORMATION ARCHITECTURE PROJECTS
Conclusions
 Focus on users
 Promote the effectiveness of the organization
 Create spaces to estimulate flow of information and meaningful
experiences
 Keep in mind design principles and avoid technological determinism
THANK YOU!
Fl叩via Lacerda
flavialacerdaoliveira@gmail.com
Ad

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IA Projects: Brazilian Court of Accounts