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Using Portal and Collaboration to Bring Value | Portal Excellence Conference 2009

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Network Services Company implemented a portal solution using IBM WebSphere Portal and Quickr software to improve collaboration and bring more value to members, employees, and customers. The multi-phase project included developing a new company website in phase I, adding a member access portal in phase II, and planned employee and supplier portals. The portal platform provided single sign-on, self-administration, role-based access controls, and integrated legacy applications and new applications through portlets. The project achieved its goals of improving the company image, providing easier to manage dynamic content, and facilitating communication across the organization.

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Session S17 Network Services Company: Using Portal and Collaboration to Bring Value Speaker(s): Leo Radovsky, Michael Porter
Agenda Introduction Business Requirements Project Goals Solution Deployed ( http://www.nsconline.com/ ) High Level Architecture Project Results Lessons Learned & Future Plans
Background Network Services is a member-owned organization of more than 75 best-in-class member-distributors with combined annual revenue over $15 billion. Our goals are to utilize national account solutions that: Reduce the total supply chain costs of our multi-site customers Network of distributors throughouth the United States. Improve the service levels that these national customers provide to their customers
Before the Portal Dated web site Multiple websites/profiles Lack of collaboration Hard to update/modify Static “irrelevant” content Lack of access rights IT is the content owner Functional Limitations
Business Requirements: Process Started with Roadmap Wanted to align portal technology to the needs of the business Created a vision with senior management Dove into pain points and priorities with various organizations Created a roadmap before kicking off the first project
Business Requirements: Vision Members Network Services Employees National Account Customers Prospects National Account Members Suppliers Branding Current web site Communication Facilitate communication for all departments To all constituents Decrease costs through “the grease” of communication Implementation Process Reports Content Grow National Account Sales business Constituents Strategies
Roadmap Roadmap is starting point Things will change Combination of Business objectives Technical dependencies Need to be realistic
Challenges Scope Don’t boil the ocean at once Org Preparedness New technologies New way of doing business Skill Set Adopting Portal Concept Content Legacy Applications Commerce systems Databases Other Projects Dependencies
Project Goals: Phase I Company Website Phase II Member Access Portal Phase III Employee Portal Phase IIII Supplier Portal Phase 1 Phase 2 Phase 3
Project Goals: Phase I Company Website Redesign Portlets Content Communication Content Publishing Process
Project Approach Team formation Software/Hardware Requirements Environment Installation/Configuration Business Requirements Scope/Phases/Timelines Technical Requirements Development Deployment Support
Project team Executive Team Steering Committee Technology Team Perficient   Portal Architect                 Portal Specialist         PM/BA                         Visual Designer                   NSC Portal Program Mgt Portal Technical Architect Portal Information Architect Systems/Networks DBA Content/Design/Usability
Deployed Solution Software Portal Quickr WCM LDAP Database (SQL, DB2) Development standards J2EE v1.3 (JDK v1.4) WebSphere Portlet Factory v6.0 WebSphere Dashboard Framework v6.0
Deployed Solution Physical Virtual Machines Dev/QA/Production
Implementation Phase I www.nsconline.com Design Theme and Skins UI Specs
Implementation Phase I www.nsconline.com Content Templates Publishing Workflows Syndication
Implementation Portlet - Contact Us Use Cases Layout Functionality
Implementation Portlet - Member Locator Use Cases Layout Functionality 3 rd party software integration
Implementation Phase I www.nsconline.com
Project Goals: Phase II Company Portal/Member Access Redesign SSO Self-administration Custom Roles/Content Access Rights Role-driven content Legacy Apps “portletized” New Applications Phase 1 Phase 2 Phase 3
Project Goals: Phase II Company Portal/Member Access Redesign
Project Goals: Phase II Company Portal/Member Access SSO
Project Goals: Phase II Company Portal/Member Access Self-administration
Project Goals: Phase II Company Portal/Member Access Custom Roles/Content Access Rights
Project Goals: Phase II Company Portal/Member Access Role-driven content
Project Goals: Phase II Company Portal/Member Access Legacy Apps “portletized” New Applications
Results Company Image/Branding Fresh/Relevant Content Easier to Modify/Administer Dynamic/Scalable Framework
Lessons Learned Develop Vision Develop Roadmap Develop Team Prioritize Change Requests Timelines Integration Rollout lessons Training
Questions
Additional Information and Resources WebSphere Portal – IBM Site http://www-3.ibm.com/software/genservers/portal/ WebSphere Portal Business Solutions Catalog http://catalog.lotus.com/wps/portal/portal Websphere Portal Developer’s Zone http://www-106.ibm.com/developerworks/websphere/zones/portal/ Product Documentation and WebSphere Portal Wiki http://www-3.ibm.com/software/genservers/portal/library/ http://www-10.lotus.com/ldd/portalwiki.nsf Education http://www-01.ibm.com/software/lotus/training/portalofferings.html WebSphere Portal Blog https://www.ibm.com/developerworks/mydeveloperworks/blogs/WebSpherePortal/
Please take a few minutes to fill out the session survey. Thank you Session ID: Session: Presenter(s):
© IBM Corporation 2009 All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. IBM, the IBM logo, WebSphere, Lotus , Lotus Notes , Domino , Quickplace, Sametime , Workplace and Quickr are trademarks of International Business Machines Corporation in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. All references to Renovations Inc. refer to a fictitious company and are used for illustration purposes only.

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Using Portal and Collaboration to Bring Value | Portal Excellence Conference 2009

  • 1. Session S17 Network Services Company: Using Portal and Collaboration to Bring Value Speaker(s): Leo Radovsky, Michael Porter
  • 2. Agenda Introduction Business Requirements Project Goals Solution Deployed ( http://www.nsconline.com/ ) High Level Architecture Project Results Lessons Learned & Future Plans
  • 3. Background Network Services is a member-owned organization of more than 75 best-in-class member-distributors with combined annual revenue over $15 billion. Our goals are to utilize national account solutions that: Reduce the total supply chain costs of our multi-site customers Network of distributors throughouth the United States. Improve the service levels that these national customers provide to their customers
  • 4. Before the Portal Dated web site Multiple websites/profiles Lack of collaboration Hard to update/modify Static “irrelevant” content Lack of access rights IT is the content owner Functional Limitations
  • 5. Business Requirements: Process Started with Roadmap Wanted to align portal technology to the needs of the business Created a vision with senior management Dove into pain points and priorities with various organizations Created a roadmap before kicking off the first project
  • 6. Business Requirements: Vision Members Network Services Employees National Account Customers Prospects National Account Members Suppliers Branding Current web site Communication Facilitate communication for all departments To all constituents Decrease costs through “the grease” of communication Implementation Process Reports Content Grow National Account Sales business Constituents Strategies
  • 7. Roadmap Roadmap is starting point Things will change Combination of Business objectives Technical dependencies Need to be realistic
  • 8. Challenges Scope Don’t boil the ocean at once Org Preparedness New technologies New way of doing business Skill Set Adopting Portal Concept Content Legacy Applications Commerce systems Databases Other Projects Dependencies
  • 9. Project Goals: Phase I Company Website Phase II Member Access Portal Phase III Employee Portal Phase IIII Supplier Portal Phase 1 Phase 2 Phase 3
  • 10. Project Goals: Phase I Company Website Redesign Portlets Content Communication Content Publishing Process
  • 11. Project Approach Team formation Software/Hardware Requirements Environment Installation/Configuration Business Requirements Scope/Phases/Timelines Technical Requirements Development Deployment Support
  • 12. Project team Executive Team Steering Committee Technology Team Perficient   Portal Architect                 Portal Specialist         PM/BA                         Visual Designer                   NSC Portal Program Mgt Portal Technical Architect Portal Information Architect Systems/Networks DBA Content/Design/Usability
  • 13. Deployed Solution Software Portal Quickr WCM LDAP Database (SQL, DB2) Development standards J2EE v1.3 (JDK v1.4) WebSphere Portlet Factory v6.0 WebSphere Dashboard Framework v6.0
  • 14. Deployed Solution Physical Virtual Machines Dev/QA/Production
  • 15. Implementation Phase I www.nsconline.com Design Theme and Skins UI Specs
  • 16. Implementation Phase I www.nsconline.com Content Templates Publishing Workflows Syndication
  • 17. Implementation Portlet - Contact Us Use Cases Layout Functionality
  • 18. Implementation Portlet - Member Locator Use Cases Layout Functionality 3 rd party software integration
  • 19. Implementation Phase I www.nsconline.com
  • 20. Project Goals: Phase II Company Portal/Member Access Redesign SSO Self-administration Custom Roles/Content Access Rights Role-driven content Legacy Apps “portletized” New Applications Phase 1 Phase 2 Phase 3
  • 21. Project Goals: Phase II Company Portal/Member Access Redesign
  • 22. Project Goals: Phase II Company Portal/Member Access SSO
  • 23. Project Goals: Phase II Company Portal/Member Access Self-administration
  • 24. Project Goals: Phase II Company Portal/Member Access Custom Roles/Content Access Rights
  • 25. Project Goals: Phase II Company Portal/Member Access Role-driven content
  • 26. Project Goals: Phase II Company Portal/Member Access Legacy Apps “portletized” New Applications
  • 27. Results Company Image/Branding Fresh/Relevant Content Easier to Modify/Administer Dynamic/Scalable Framework
  • 28. Lessons Learned Develop Vision Develop Roadmap Develop Team Prioritize Change Requests Timelines Integration Rollout lessons Training
  • 30. Additional Information and Resources WebSphere Portal – IBM Site http://www-3.ibm.com/software/genservers/portal/ WebSphere Portal Business Solutions Catalog http://catalog.lotus.com/wps/portal/portal Websphere Portal Developer’s Zone http://www-106.ibm.com/developerworks/websphere/zones/portal/ Product Documentation and WebSphere Portal Wiki http://www-3.ibm.com/software/genservers/portal/library/ http://www-10.lotus.com/ldd/portalwiki.nsf Education http://www-01.ibm.com/software/lotus/training/portalofferings.html WebSphere Portal Blog https://www.ibm.com/developerworks/mydeveloperworks/blogs/WebSpherePortal/
  • 31. Please take a few minutes to fill out the session survey. Thank you Session ID: Session: Presenter(s):
  • 32. © IBM Corporation 2009 All Rights Reserved. The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. IBM, the IBM logo, WebSphere, Lotus , Lotus Notes , Domino , Quickplace, Sametime , Workplace and Quickr are trademarks of International Business Machines Corporation in the United States, other countries, or both. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. All references to Renovations Inc. refer to a fictitious company and are used for illustration purposes only.