effective ia for portals: the building blocks framework
DESCRIPTION
Portal design efforts often quickly come to a point where their initial information architecture is unable to effectively accommodate change and growth in types of users, content, or functionality, thereby lowering the quality of the overall user experience. This case study style presentation will demonstrate how a framework of standardized information architecture building blocks solved these recurring problems of growth and change for a series of business intelligence and enterprise application portals. In a narrative and visual review of the evolution of a suite of enterprise portals constructed for a major global corporation, participants will see how the building blocks provided a consistent and stable framework for the design, expansion, and eventual integration of the user experiences of nearly a dozen distinct portal design efforts. After introducing the building blocks framework, the presentation will follow successive waves of change in the audiences, structures, and contents of the portals, highlighting the benefits of a framework based design: repeatable mental models and navigation flows, reuse of design and development work, reduced costs and timelines, incorporation of social media capabilities into existing architectures, and a shared reference point for the user experience, technical, and business perspectives.TRANSCRIPT
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EffectiveIA For Enterprise PortalsThe Building Blocks Design Framework
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Todays MenuOf Portals and ProblemsEscaping FlatlandThe Building BlocksEnhancing Portal Value & ExperienceCase StudyCommunity...?
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Of Portals and Problems
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
User experience often left to IT...
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
User experience often left to IT...
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Executive dashboard Dashboards Portals Enterprise portals Tile-based UX WidgetsDIY experiences Hackware Fablab
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Portal Types • Dynamic web publishing• Self-service• Collaboration• Intranet• E-business• Enterprise integration
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Enterprise Portals“a portal addressing the whole enterprise”
Audience: all HR staff, all suppliers
Purpose: all HR processes, all purchasing
Content: all HR data, all ERP functions
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Some examples
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Some examples
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Some examples
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Some examples
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ʻEnterpriseʼ: Perceived differently
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Implied universality, ubiquity, permanenceHigher costs, ʻstakesʼ, visibility, complexityMore pressure, politics, risk
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The Usersportal is...
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“Is everything in one place?”
a single destinationaggregates content (info, functionality)personalized or customizable
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IT Stakeholdersportal is...
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“Will it fit our IT architecture?”
a technology platformlowers integration costs, complexity
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The Businessportal is...
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“What does it cost?”
a business channelconnects with audiences or partnersenhances strategic capabilities
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Potential conflicts• distinct languages• divergent goals• differing success criteria• competing agendas
IA / UX
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The Problem With PortletsThe Forrest Gump School of Architecture
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The Common Portlet“portletus flaticus”
Two part structureNo ʻhooksʼ or connectionsOnly purpose = displayA little bit anti-social...
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The Ubiquitous Portlet
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The Box of Chocolates Model
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1. Everything in a portlet
2. Portlets are islands
3. ?? Add more portlets!
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Advantages
Single toolSimple methodClassic strategy
...but only one outcome.19
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Welcome to Flatland!2Dbasic structureno depthlimited flexibility
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Growth & ChangeMore content...New audiences...Re-organizations...
????
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The Bigger Box of Chocolates
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^
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The Bigger Box of Chocolates
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^
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The Bigger Box of Chocolates
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^
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The Bigger Box of Chocolates
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^
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The Bigger Box of Chocolates
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^
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Increased...Information costsManagement costsTraining costs
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DecreasedUsabilityFindabilitySatisfactionExperience qualityAdoptionPerceived valueROI
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The iTablet...?
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The Kitchen of the Future...?
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One-Way Aggregation
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??????
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Two-way Conversation
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Escaping Flatland
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
NeedsAllow for growth and changeEstablish common language for all perspectivesConstruct scalable, reusable structuresEncourage high-quality user experiencesEnable sharing of assetsFurther vision of 2-way conversation
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Vision: Enterprise Portal Suite
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A Better Experience
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The Building BlocksEscaping Flatland
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Why Use Frameworks...?
Cheaper!
Faster!
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
The Building Blocks System
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Basic PrinciplesStandardized Components
Containers manage content
Connectors define structure & navigation
Assembly RulesSuggested Functionality
Convenience, Utility, Social
Best Practices [soon]
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Free-form content
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Section Connector
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Page Connector
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Utility Navigation
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View
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Tile
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Control Bar
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Convenience Functionality
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Page
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Basic PrinciplesThe Design Behind the System
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OpennessUse blocks for some or all contentMix blocks and free-form content
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
PortabilityBlocks can be:
•syndicated
•shared
• reused
•placed elsewhere
•duplicated
•moved
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Independence
Blocks are independent
•content
• interaction
•display...until “stacked” together
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
InheritanceBlocks inherit from those stacked above:•content
•properties
• interaction
Inheritance cascades top to bottomAll blocks stacked below inherit from above
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Inheritance
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Layering
Blocks can define all layers of an environment...not just visual / IA / UX
Blocks can cover *any* combination of layers...some, all, one, UX, tech, biz
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Layering
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Containers
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Containers7 typesBegin with Tile, range up to Portal SuiteMakeup and behavior defined in detailSmaller Containers deliver contentLarger Containers create structureWork together with Connectors
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TileSize: 1Elements:
• Header• Body• [Footer]
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Tile GroupSize: 2Elements:
• Header• Body• [Footer]
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ViewSize: 3Elements:
• Header• Body• [Footer]
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PageSize: 4Elements:
• [none]
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SectionSize: 5Elements:
• Page (1)
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Dashboard / PortalSize: 6Elements: Section (1)
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Portal SuiteSize: 7Elements: Portal (1)
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ConnectorsK.I.T. Keep it Together...
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Connectors Overview8 Connector typesSome enable navigationSome provide interactivity for ContainersMakeup and behavior defined in detail
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Control BarAdds ʻdepthʼ
Attach to:• Tiles• Tile Groups• Views
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Page ConnectorLinks all Pages in a Section
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Section ConnectorLinks all Sections (1 Page) in a Portal
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Crosswalk ConnectorDirectly links two individual Containers
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Crosswalk Connector
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Contextual CrosswalkDestination changes with context
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Contextual Crosswalk
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Contextual Crosswalk
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Contextual Crosswalk
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Portal ConnectorLinks Dashboards & Portals in a Suite
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Portal ConnectorLinks Dashboards & Portals in a Suite
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Portal ConnectorLinks Dashboards & Portals in a Suite
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Portal ConnectorLinks Dashboards & Portals in a Suite
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Utility NavigationLinks external tools:
• calendars• alerting• instant messaging• corporate blogs• enterprise wikis• licensed feeds• RSS aggregators
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Geography Selector
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Geography Selector
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Putting It All TogetherStacking Hierarchy & Assembly Guidelines
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Stacking HierarchyAssigns “size” to all blocksDefines possible combinations
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Stacking Rules1. Smaller blocks inside larger blocks2. Multiple smaller blocks allowed3. No larger blocks inside smaller blocks4. Can stack blocks sequentially5. Can skip sizes when stacking6. Can stack different sizes on the same level
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Container Stacking HierarchyPortal Suite 7
Portal 6
Section 5
Page 4
View 3
Tilegroup 2
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
1. Smaller blocks inside larger blocks
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Portal Suite 7
Portal 6
Section 5
Page 4
View 3
Tilegroup 2
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2. Multiple smaller blocks allowed
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Tilegroup 2
Tile 1 Tile 1 Tile 1
Page 4
View 3
Tilegroup 2
Tilegroup 2
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3. No larger blocks inside smaller blocks
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Tile 1
Section 5
Tilegroup 2
Page 4
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4. Can stack blocks sequentially
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View 3
Tilegroup 2
Tile 1
Portal 6
Section 5
Page 4
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5. Can skip sizes when stacking
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Section 5
View 3
Tile 1
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6. Can stack different sizes on the same level
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Page 4
View 3
Tilegroup 2
Tile 1 Tile 1
Tile 1
Tile 1
Page 4
Tilegroup 2
Tile 1 Tile 1 Tile 1
Tile 1
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Stacking Example
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Case StudyChange and Growth
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Strategy: Enterprise Tile Library
Design: US Dashboard / Healthcare Portals
Prototyping: Healthcare Portal POC
Governance: US Design Guide
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
ClientBiopharMEGAceuticialsGlobal enterprise ~100k staff R+D > manufacturing > sales > distributionRecent mergers = new size and complexity
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
ProjectSeries of portal effortsVendor: strategy, design, build, supportEngaged across enterpriseBuilding blocks evolved
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Global Executive Portal
Global Leadership TeamEnterprise insightBusiness intelligence
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Account Management Portal
National market managersPerformance assessment, decision supportAnalytical tools, alerting
*Geographic visualization
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
US Dashboard
US Leadership TeamMajor market insight, enhancing dialog Business intelligence, social commentary
*Introduced social mechanisms
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Approvals Portal
Senior Managers, ExecsStreamline finance operationsInvoice tracking & approval
*Portability = critical
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Regional Dashboard
Regional executive teamPerformance monitoringBusiness intelligence
*Emphasis on social assessment
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Expense Management Portal
Managers, budget coordinatorsStreamline invoicing, improve forecastingInvoice & project management capability
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Sales Dashboard
Unit LeadershipUnit operations insightBusiness intelligence, social asessment
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Daily Planner Console
Chronic care managersIncrease efficiency & productivity Productivity tools, workflow integration
*UX offers rich interactions
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Working With the BlocksEverone Loves Structural Frameworks!
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Use the blocks at the right levelHow will you use the blocks?Common languageReference / exampleStarting point for designSet of defined componentsPolitical shield
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Adapt things as needed
What is the environment?What needs to be portable, open?Is inheritance useful?Are these the right blocks?
Change or add principles with care
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Selling the Building Blocks
Pitch the outcome, not the frameworkSpeak the buyersʼ language (IT, user, biz)Always explain the minimumStart simple, promise less, do more
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
More About the Blocks@Boxes and Arrows Building Blocks articleshttp://www.boxesandarrows.com/person/88-joelamantia
@JoeLamantia.comCategories: Building Blocks, Dashboards & Portals
Tags: building_blocks, executive_dashboards, ia_building_blocks, portals
@del.icio.us: jlamantia
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IA Summit 2008 | Joe LamantiaEffective IA For Enterprise Portals: The Building Blocks Framework
Possible Future StuffWikiCommunity of PracticePatterns & Pattern LibraryMailing List, Blog, FeedDestinationWorkshops & SeminarsCoursesBook...?
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Thanks!
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