The Lenox Hotel, Boston

7-8th November 2013

Professional Services Update

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A selection of project successes in this past year • Virginia Commonwealth University

–Technology Services –Brandcenter –Generic page layouts & Content

• Eastern Virginia Medical School

–Personalisation - Intranet

• Case Western Reserve University –Provost Proof of Concept leading to large Scale

web transformation program

• Miami College of Arts and Sciences

• The City of Red Deer

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• Introduction of Project Management Office & changes in Project management

• Introduction of Best Practice Consultancy as a Service

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• Moved existing Technology Services site from OpenText CMS into SiteManager (ts.vcu.edu)

• Set up the mobile site m.ts.vcu.edu. Separate

channel created and mirroring of content. Using JQUERY Framework

• Allow for inclusion of existing PHP content throughout

• Continue to support the PHP category set up

for articles and software content

• Auto migration of 9,000 pages

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• JQuery slideshows set

up – uses jCarousel

• Alerts, news and events,

upcoming training all use

existing PHP to bring in

information from other

sources.

• CAS login used

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• Key central point of contact(Vicki Mallonee) for distributed rollout of CMS across the University

• Onsite Discovery phase

• Strong client/T4 relationship and an understanding that projects are complex and need the correct resources at the correct times in order to succeed

• Client had a Strong technical background and technical understanding of Content Management systems

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• Build frame work for Brandcenter site into TERMINALFOUR SiteManager

• Project had 5 page layouts and 20 content types

• Manual migration of 300 pages (media heavy)

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• Uses Custom in house

built slider.

• Lightview functionality

used to display

secondary page via

Lightbox on Callout

boxes

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• Media panel is built

using JavaScript,

together with Lightview

functionality

• Keeping the project simple at Discovery phase

• Not overcomplicating content types

• Re-using content types across site

• Extra resources for content migration flagged at project kick-off. This allowed forward planning within budget

• Client flagged upfront that the code from OpenText and site was of poor quality. This allowed TERMINALFOUR to mitigate risk on the project by re-developing specific modules

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• Enable schools/departments with restricted budgets to pick from 3 templates

• Build 6 Page Layouts; 3 Homepage and 3 Inner pages. Responsive

• Content Types should work on all sections

• Common Header and Footer should inherit the content from a single section

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• Common Header and

Footer information located

in single hidden Child

section. Making use of

Related Content Branch

Navigation Object.

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• A single Content Type is

used to display the banner

differently on multiple Page

Layouts

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•Menu uses Jquery

Accordion functionality

• Used a Small Scale Implementation approach (SSI) due to client’s budget constraints.

• Client fully understood at quote stage that the level of service provided by TERMINALFOUR would be scaled back to facilitate budget.

• Very quick turnaround by TERMINALFOUR and Client at each project phase milestone.

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• Implemented a level of personalisation on a per content basis, an updated design and a new PHP based calendar. (Intranet)

• Certain content types needed to be visible to different users based on the user’s cohorts.

• The calendar needed to be updated from the JSP version to a PHP version in order to pass W3C compliance.

• Bookmarking functionality included.

• The mega menu needed to be updated to allow for dynamically stacked columns.

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Steps:

• User logs in and is authenticated through LDAP.

• Using LDAP attributes the user is assigned a list of cohorts based on whether they’re staff, students etc. as well as what degree, and what year they’re in.

• These cohort values are stored in session variables and are used when deciding what content they can see.

• A ‘Cohorts’ element on a content type is used to restrict the piece of content to particular users.

• PHP is used on page request to only display content that matches the cohort level(s) of the user.

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Most content on the page is personalised for

the user.

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On page load each individual block is stacked vertically until a maximum height is reached, then a new column is started.

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Uses the PHP calendar and personalisation so only events applicable to the user are shown.

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Reuses the faculty and staff directory from the public facing website.

• Strong client vision on where they wanted to bring their intranet

• Re-using of content types for both Public and Intranet sites

• Client & TERMINALFOUR identified early in project implementation that a custom approach to development would be needed

• Strong Project Managers on both sides (Client & TERMINALFOUR)

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• Allow editors to create and edit UI ‘chrome’ elements

• Inherit this through the site architecture and ability to override the inheritance at particular levels

• To centrally manage particular feature content and reuse that throughout the site

• To randomize the display of feature content on individual pages

• To have fully configurable on-page ‘widgets’ for particular types of content listings and other listings

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The sub nav elements are dynamic based on the underlying site

structure

The main nav top level element’s text and links are editable as content in

Site Manager

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The main nav top level element’s are now specific for this subsection

And still editable as content by content creators

The sub nav elements are still dynamic and now based on the structure of the department sub-site

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Footer elements can be overridden (the copyright year is changed) All managed as editable content

Footer elements are managed as content – links and link text. It is editable and overridable.

Home

Home > Academics

• Dedicated project team(Miami & mStoner), very knowledgeable

• Strong working relationship between TERMINALFOUR and mStoner. Ensured Clients requirements were met from both design and implementation perspective based on number of project implementation days

• Centrally managed and easily reused content

• Client has powerful capability in terms of managing their content

• Visitor engagement by reusing & inheriting feature content

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• Moved from Microsoft CMS to TERMINALFOUR's Site Manager

• Implementation of 5 page layouts, 5 content types, events calendar and eforms applications for "The Bridge", City of Red Deer's employee intranet site

• Manual Migration of 400 pages

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Above buttons represent interfaces to custom applications – e.g. Time Entry allows uses to add time from front end. Data is fed back into external application

TERMINALFOUR Site Manager allows you to produce aspx, php, jsp pages and this allows for interfaces to custom applications, personalization etc. e.g. Personalization - Hi Carrie!

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The user can submit an event from the website using TERMINALFOUR Site Manager eform functionality. These events get fed through to Site Manager events calendar module.

• Dedicated client project team. Client PM very knowledge & technical

• Comprehensive buy in from The City of Red Deer and adherence to schedule from project team on all aspects of the project

• Very detailed input from client in both Functional Specification and Migration Specification

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• Introduction of PMO function into Professional Services as of May 2013.

• Main objective is implementing effective project management practices throughout TERMINALFOUR.

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• Main Benefits:

• Improve project quality and timely delivery

• Ensure complex and high-risk projects are managed successfully

• Ensure optimal allocation of resources

• Assist and support project stakeholders

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New Project Scope Charter:

• Client Key Performance Indicators & Goals

• Communications Plan (project audience and information dissemination)

• Clearly defined Change Control Process

• Clearly defined Implementation Services Terms & Conditions

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• A large number of clients have requested Best Practice Consultancy.

• Introduction of Best Practice Consultancy as a service within Professional Services.

• Knowledgeable SME’s/consultants that will provide best practice consultancy/advice in the following areas:

• Building and maintaining sites in TERMINALFOUR Site Manager

• Information architecture/building site structure

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• Web standards

• Web Accessibility

• User-centred design and usability

• Tips on improvements for different aspects of your site like home page, page templates, navigation, search functionality

• Automated functions – e.g. content syner/data objects

• Help needed! Client input required (breakout session)

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