effective intranet planning

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www.blueriver.com INTRANET PLANNING by Ryan Thompson Blue River Interactive Group, Inc.

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How to plan effectively for your corporate intranet. Presented by Ryan Thompson of Blue River Interactive Group at MuraCon EU 2014 in Edinburgh, Scotland.

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Page 1: Effective Intranet Planning

www.blueriver.com

INTRANET PLANNINGby Ryan Thompson

Blue River Interactive Group, Inc.

Page 2: Effective Intranet Planning

WHY AN INTRANET?

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๏ Consolidate Information ๏ Improve Efficiency ๏ Improve Quality of Information ๏ Promote Collaboration & Sharing ๏ Standardized Platform ๏ Systems Integration Opportunities ๏ Uphold Company Standards

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ISSUES WITH INTRANETS

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๏ Outdated Information ๏ Poor Usability ๏ No Accountability & No Governance ๏ Systems are Stitched Together ๏ No SSO ๏ Rigid Platform = No Flexibility ๏ No Ownership

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WHAT WE WILL COVER TODAY

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๏ Requirements Gathering ๏ Anticipated Roadblocks ๏ Common Features & Examples ๏ Possible Integrations ๏ Choosing a Platform ๏ Deployment & Roll Out ๏ Measuring Success

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COMMON ROADBLOCKS

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๏ The “Shared Drive”

๏ The “Spreadsheet”

๏ “The Current Site Does _________.”

๏ Content, Content, Content! ๏ Internal Politics / Conflicting Priorities

๏ Too many features

๏ Low User Adoption / Lack of Interest beyond Stakeholders

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TIPS FOR REQUIREMENTS GATHERING

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๏ Research Current Best Practices

๏ Establish Stakeholders Early (Global & Departmental)

๏ Familiarize Yourself with Common Features

๏ Use Surveys to Gauge Interest in Features

๏ Report Back Early & Often

๏ Keep Running Inventory of Features

๏ Rank & Prioritize Features

๏ Suggest a Phased Approach

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EXAMPLE REQUIREMENTS LIST

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COMMON INTRANET FEATURES

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๏ People ๏ Find People

๏ View Profiles & Contact Information

๏ Directory Integration

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COMMON INTRANET FEATURES

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๏ Departmental Organization ๏ Shared Structure Across All Departments

๏ Overview

๏ Document Repository

๏ Staff Listing/People

๏ News/Announcements

๏ Custom Content/Features

๏ Ability to Add a Department Quickly

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๏ Documentation ๏ Shared Repository

๏ Search/Filter Functionality

๏ DAM Integration

COMMON INTRANET FEATURES

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COMMON INTRANET FEATURES๏ News & Events

๏ Organizational news & events (top down)

๏ Departmental News & events (aggregated)

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๏ Personalization ๏ User Profiles

๏ Access to “My Content”

๏ View Content Based on Permissions

๏ Favorites & Viewing History

๏ Customize the Experience

COMMON INTRANET FEATURES

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๏ Collaboration/Social ๏ File Sharing / Repositories

๏ Discussions

๏ Wiki

๏ Groups/Friends

COMMON INTRANET FEATURES

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INTEGRATIONS TO CONSIDER

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๏ CMS ๏ AD ๏ DAM ๏ CRM ๏ Collaboration (Chat, Discussions, Wiki, Comments) ๏ IT Systems (tickets, requests) ๏ Custom Applications

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CHOOSING A PLATFORM

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Your Intranet Platform Should... ๏ Support many content contributors with different roles ๏ Provide a simple content editing interface ๏ Allow Role-based access to content & features ๏ Support Single Sign On with other directory systems ๏ Easily integrate with other/external systems ๏ Provide opportunities for customization ๏ Scale to future growth

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CHOOSING A PLATFORM

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ROLLOUT & DEPLOYMENT

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๏ Name your Intranet. Give it a brand. ๏ Communicate the launch plan early ๏ Complete administrative/content training before deployment ๏ Beta test functionality with small groups ๏ Do a company-wide beta release ๏ Establish issue tracking & feedback channels ๏ Hold ongoing “Brown Bag” training courses ๏ Establish governance & oversight

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ROLLOUT & DEPLOYMENT

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Don’t let it die ๏ Follow up on issues quickly ๏ Plan additional phases and features ๏ Talk with your users ๏ Establish a team to improve, enhance and promote the Intranet

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MEASURING SUCCESS

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Success is subjective, but here are some common metrics... ๏ Time to complete tasks reduced ๏ Information awareness increased ๏ Increase in collaboration (# of groups, discussions, messages) ๏ Reduced phone calls / emails ๏ Positive user feedback ๏ Death of the Shared Drive

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MEASUREMENT TOOLS

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๏ Online Surveys (www.surveymonkey.com) ๏ Chairside Reviews - Watching someone in action ๏ User Feedback Forms & Polls ๏ Content Ratings & Rankings ๏ Hosted User Discussions / Interviews ๏ Water Cooler Espionage

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MORE INFORMATION

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๏ Intranet Design Annual - www.nngroup.com ๏ Email - [email protected]

๏ Blue River - www.blueriver.com ๏ Mura CMS - www.getmura.com

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Thank you. Questions?

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