Intranet Management Software Blog

As a web development company we still get involved in numerous projects where the likely engagement or traction of an idea is overestimated by our customer to a significant degree.

This is surprising given the economic climate we are fast becoming used to operating in, but perhaps it is just the nature of certain types of entrepreneurs to believe those columns of excel data which based on simple projections extend ever higher  over time – reaching total world dominance in just a couple of nimble tabs.

As a contrast those of us that work in intranet projects know how hard you have to work to capture and retain users, and how easy it is to disappoint them and lose them for long periods of time.

Both as users and as customers we are increasingly demanding and sensitive – if we cant find exactly what we want with minimum effort we will just go to where we can – without leaving a trace in a project that tried hard to work out what we might be looking for, but didn’t get it quite perfect.

My question is why some people are so optimistic about the external world but so realistic about the likely behaviour of our colleagues. Perhaps this is nothing more than replacing some idealized version of a dissatisfied and excited consumer with reality, having got to know our workmates over extended periods of time.

But perhaps the workplace constrains both our imagination and our behaviour – it places us in a routine where we will simply not respond and change only because we did not do that yesterday.

If that is the case then intranet project teams need to bring a dose of external optimism into their projects, work hard to deliver exactly what their colleagues need and not let old practices continue to constrain both behaviour and innovation.

Home intranet, intranet consultancy

During early phases of intranet deployment, we are frequently asked by our clients “what do I need to prepare or plan in advance to guarantee a successful of intranet deployment project”.

In our opinion, an intranet project is all about dialog. It’s a dialog between ‘us’ the software vendor with our expertise and know-how and ‘you’ who know the most about your business or organisation.

Step1. Setup a Goal

The first step is determining the goals of your Intranet project. Why do you want an intranet? Some typical reasons:

• Improving and providing a communication and collaboration tool.
• Our existing Intranet is old and dysfunctional.
• Distribute corporate news (electronic newsletter)
• Providing self service staff contact details which are always up-to-date
• Make our company policies and procedures available online
• Sharing documents online instead of using shared drives
• Enabling staff to work from home
• Better searching and easier way finding key documents

Step2. Define the scope & audience

Have you got an answer for these questions?

• Is it just an Intranet for staff or it is also an extranet for partners and contractors?
• Do you want to allow your staff access to the intranet even when they’re at home or client’s site?
• How about mobile access?
• Have you asked representative from each department on what they want to see or get on the Intranet?
• How people currently finding information, which you think should be on the intranet? What are their common pains?
• Would you like to store sensitive information on the Intranet such as payroll ?
• What about chat and commenting? How open is your company culture?

Step 3. Build a SiteMap

Build a sitemap, using your favorite tools such as Visio or simply hand drawn, create draft of Intranet sitemap, typically the main branch are represented by each department, you can see various examples below:

Example Sitemap with colour coded permission

Example of Intranet Site Map using colour to identify launch phase

Step 4. What are key application do you want to use?

This step is simply determining what are the main application do you want to use on the Intranet, Claromentis provide these following applications,  you can simply choose which one to use.

News and Blog– Share and distribute company news and blog
Documents – Document collaboration with version control
Publish – Page creator, a content management system
People – Self service personnel database
Calendar – Shared company calendar
Image Gallery – Corporate image database
Bookshelf – Online Policies & Procedures
Policy Manager – Managing lifecycle of the company policies
Holiday planner – manage corporate holiday and absence
Room booking – book a meeting room and office facilities
InfoCapture – Electronic e-forms builder and workflows
Project – Manage project online
CRM – Opportunity Management

Outside these applications we built many other bespoke applications to suit your need

Step 5. Understanding Permissions

Permission Group & Role

A scalable intranet should have a strong permission system, it also helps to distribute information easily. For example you may want to have area where only people in your department can produce or edit its content while everyone else simply just view.

This can be done easily by setting up permission, ie : Roles, Group and Sub-Groups.

To make our job easier when configuring your system, have you got a Company org-chart available?

Step 6. Create Homepage Wireframe

As you know the homepage is the first page everyone is going to see, it’s worth the extra effort to design this carefully after all it is a gateway to all other content within the Intranet. Look at several examples for inspiration and decide what you want to see on the homepage, my advice is to keep it clean and simple.

UBS Intranet homepage wireframe

Colchester NHS Intranet wireframe

Step 7. Budget & Resources

How many users will be using the Intranet? Many Intranet software vendors  price their products by number of users.

Hardware, who is going to provide you with the hardware?  If you don’t have any we’re happy to source this for you or you can take the SaaS model.

Have you got an internal project team?  Usually we recommend a project sponsor, an internal project manager as the main contact, a technical contact, and a rep from marketing or communication as a minimum team - smaller companies might have fewer people involved.

Step 8. Timeline

Plan your project timeline carefully.  Each company is different - an Intranet can be deployed from 2 weeks up to a year, these are some key points worth considering which may cause delays:

• Sourcing hardware
• Getting access through your office network
• Finalising design
• Updating user list
• Content population
• Content migration.

Like everything else in life, execution is quick, preparation is the key so do your homework!

Step 9. Future plans (keep evolving!)

I’ve seen many intranet projects loose momentum after the initial launch phase. A successful intranet is something that grows over time, start simple and add new features gradually. Learn from  user feedback and implement user requests wherever feasible.

Small improvements can make a huge different - it’s like the breath of fresh air. Keep the original team and meet regularly for project reviews and brainstorming of new ideas.

Here are some ideas to think about once you have your initila intranet.

• Is there any business processes which can be done electronically?
• Such as overtime request, time cards, new hire.
• Is there a database, which is currently in Excel, and you think it will be much better if it is an online application?
• Any existing system, which can be better integrated with the Intranet?
• Thinking of deploying corporate micro-blogging? Online videos?

Step 10. Do it now!

This final step is the most important of all. You can make all the planning you need but without execution it is still a plan. Get the ball rolling now, gather your team, email them now, start researching or simply drop us a line to discuss your requirement, or book an online demo!

Good luck with your Intranet project!

Home Claromentis, collaboration, Design, extranet, intranet, intranet consultancy, intranet development, intranet project manager

Document Management System with Submission Wizard.

Maintaining consistency and integrity of the technical documents is a business critical issue for Crondall Energy Consultant. Crondall Energy is a Floating Production System consultant which helps their clients in many areas ranging from Strategic planning, Market analysts up to Project Delivery and Training.

Claromentis Document Manager

Utilising built-in Claromentis Document Management system, we recently develop bespoke document submission wizard based on specification and guideline from Crondall Energy.

The document submission wizard is not only helping users submitting document into the right storage path (folder), it also automatically creates documents with the right name convention and automatic numbering system.

The same wizard can also be used to make strict control on making revision to the existing documents.

Home, Products Design, document management, intranet consultancy, user interface

Claromentis Interview with Sean Boos -  Information Technology Director of Preferred Brands.
Burnsville, Minnesota.

Hi Sean, tell us a little bit about Preferred Brands

Preferred Brands is the parent company to some of the interior design and decorating industries’ leading marketing companies. Included are such brand leaders as Floor To Ceiling – a network of over 200 independently owned and operated retail showrooms located throughout the U.S. Each store specializes in offering a combination of flooring, kitchen & bath products and decorative accessories,best suited for that particular market. Also included in the Preferred Brands family is World of Floors, a leading flooring retailer, primarily serving Michigan and the upper Midwest.

Who were the intended users? How many of them?

We have 200+ dealers throughout the US.

Did the portal itself have a project or codename?

We call the portal: InFlo

What applications were most useful or essential in this project?

Document management and forms were probably the most important things.

What was the user response and take up of the system?

We found that the users have been very responsive to the new portal.  They have found the address book to be very helpful along with the instant messaging.

Is your business more efficient? Have fundamental processes changed?

We have 100’s  of vendors that we do business with which translates into tens of thousands of products which all need pricing files.  The indexing/search and meta data features have been a pleasant surprise within the portal.  The really allow us to provide detail custom properties for each file which makes finding what you want a snap.

Were you under any deadlines – if so what was the nature of them?

We had an extremely tight timeline.  We had our national show in February and InFlo was the primary focus of the show.  All  products tested were becoming disasters in the making.  What we typically found through our testing, was most portals did a great job of providing a hierarchical security model for one business unit, but when you starting to add more business units to the portal the security model really didn’t do what we wanted.
I contacted Claromentis 2 months before our show.  Although I was very reluctant that anyone could really pull this off in 2 months, Nigel assured me that, while the timeframe was tight, Claromentis could meet our deadline.

Did the project meet your deadlines?

Yes.  We actually had it live a week before the show

How involved were you in the design process?

Other than supplying some ideas, most of the design process was done by Claromentis

Do you have any comments on the final design?

As far as the UI, we gave our ideas to the Claromentis design team and after a few revisions, we got it done in about a week.

Do you find the system easy to use from an end user point of view?

We’ve had very positive responses from our end users.

How did you find the Claromentis pricing model?

Pricing, like most small businesses, is a very important part of the equation.  Compared to other portal solutions, Claromentis was the best value for with probably a better feature mix.

“InFlo has allowed us to become more efficient in both time and money.  In these difficult economic times, being able to stretch your dollars if very important.   It has allows us to focus more on our core services and products and better serve our dealers.” Sean Boos.

Would you have any advice to companies considering Claromentis? Were there any special factors that were part of your selection process?

Claromentis is a very flexible platform.  I come from more of a development background and I was amazed at how much I could integrate with the system.

Thank You Sean, we appreciate your time.

Learn more about soluton for franchise based company

Solutions Case Study, collaboration, commercial, document management, e-forms, intranet consultancy, online collaboration, user interface

We are very often asked for advice at the beginning of projects on the ‘best way’ to set up intranet menu systems, document folders and the general framework of information including permissioned access.

In short - how to set up information so it is easy to navigate and has the right level of detail in the right format.

Of course if we are providing in depth services as part of our engagement with a new client, then we use a workshop approach with the project team to find agreement on the most suitable site architecture and user experiences.

But if the client has not formally requested our help with professional services, then simple advice can still go a long way to get an appropriate framework in place.

Firstly think if the CMS menu as the way to put the more detailed information found in the documents in context. They will also be pages from which related information can quickly be accessed, and where e-forms using process manager can be launched. Imagine that HR has a page about Policies and Procedures – that might summarise in just a paragraph why they are important, and have a statement like to review our expense claim policies for your department, please “click here”.

The link on the page will go to the correct document folder, where the user can automatically see the detailed policies for the department the user actually reports to.

The same page will have a link to actually make an expense claim, using the relevant e-forms process.

Once this simple concept is in place, we just need to create starting top level menus, these can be initial top levels for both the documents and menu system.

To do this just list the main informational areas involved. These are normally a combination of departments, projects, work streams and office locations – of course varying by company but in essence often similar.

Then group these as much as possible, so we get as few items as possible at the top level. Both menu systems and document folders can have as many sub folders as you need, all reacting to permission of each user – we just need an intuitive high level grouping to start the system off.

Naturally once the start is in place, both the document store and the menu systems can expand and diverge from each other as needs dictate. But by following this simple advice :

•    Users that naturally browse are always just a couple of clicks from the right information in a relevant level of detail
•    A permission structure can easily be set up to reflect the structure – for example a group for every department
•    Using inherit permissions from above will allow robust and scaleable expansion without being prone to errors

Services intranet consultancy, navigation

Claromentis Intranet & Extranet manager provides several ways to collaborate and share information within an organisation. We have application called ‘Documents’ (Document Management System), ‘Publish’ (Content Management System) ‘Wiki’, and our new member of the family ‘Bookshelf’ (online policies & procedures).

In early phase of intranet deployment we frequently being asked by our clients, “Which tool is the best to share and collaborate a piece of information or should we  just stick with an existing company shared drive?”.

There isn’t one solution to all problems

The good starting point is to be aware of the pros, cons and applicability of individual tool available.  Unfortunately as an Information Architect we always says “There isn’t one solution to all problems”. The idea is by having the right solution (with right technology) to a specific problem, we can make everyone’s lives easier.
Let’s start with…

Shared Drive

Typically before an organisation deploys an intranet they have existing growing unmanageable shared drive(s). Shared drive is relatively easy to setup but it suffers from these issues:

• No version control - You ended up having similar files with version number scripted at the back of the file name for example:  “MyPresentation_ver2.doc” not to mention the frustration of someone overwriting the file you’re currently working on.
• Searching – Does everyone feel that it is easier to search information on the internet than on the share drive?
• Limited Access - When you’re not in the office, say on the road or working from home,  you either have to use slow & complicated VPN software or not having access to the company files at all.
• Security – There is no easy way to setup permission on a shared drive, typically it opens to everyone or if you have permission it’s so complicated to set up and configure.
• Audit - You can’t easily check who did what, when and where.
• Duplication – since a single physical file cannot exist in two places at once, you ended up with duplication everywhere.

Documents – Document Management System

Claromentis document management system is designed to address all of the common issues with company Share Drive. The heart of it is the application called ‘Documetns’ It provides built-in version control, searching & indexing, permission layer, easy access, and many enterprise features.

What are the Cons?

• It is not suitable for managing extremely large files. (Larger than 30Mb)
• Files are kept in native format, which means users need to have the application to open / view and edit the file.  For instance not all users within organisation have AutoCAD software needed to open a *.DWG file.
• Speed to upload and download the file stored in Documents are limited to the speed of your network / internet connection
• Extra steps may be required to edit a file. Typically you have to download it (temporary), make changes and upload them back in, although we have several solutions to make this relatively painless such as webdav.

Publish – Content Management System

Using publish, users with no web publishing skills can collaborate & create web pages easily.

• Better access - Information displayed as web pages are widely accessible. Users don’t have to download the file or installing software to view. They can simply read them online.
• Information Hub - everything can be connected in publish page, link to documents, link to other pages, or links to external website. For example you can create a health & safety page which may have link to ‘health & safety assessment guide.PDF’ which is store in Documents as well as link to HSE websites.
• Mash-ups – Publish allows you can embed rich media such as online videos, podcast, web widgets and much more.
• Enterprise features– Publish has everything you need to manage online content, from built-in version control, security & permission, reminder, audit trails, multi lingual and much more.

It may sound like a good idea to convert all documents into publish pages, but there are several points to consider:

• There is not much point converting complicated document such as spreadsheet into a publish page, you probably better of store them in Documents and just link it from a publish page.
• Content for publish page should be relatively short, concise and to the point. Remember the information is designed to be read on the screen just like web pages.

Wiki

A wiki is designed to enable everyone with fast and volatile collaboration. Claromentis integrates with Media WIKI, one of the most popular open-source wiki software. Wiki focuses on fast and real-time collaboration by minimising complexity in content creation. There are several issues to remember here:

• Wiki tend to have open access for everyone - You have to keep sensitive and proprietary data off the wiki.  Avoid posting sensitive data such as financials.
• Wiki syntax to learn, Wiki may focuses on simplicity but there is whole new syntax to learn. Wiki is typically very popular within IT department but what’s popular in one department may not be suitable others.

Bookshelf

Bookshelf is the application behind Claromentis Quality Manager; it is the latest addition to the information layer suite. Bookshelf is designed specifically for managing Company Policies & Procedures. It allows online procedures creation making sure that there is one version of the truth across entire organisation.

• Bookshelf allows company procedures and policies to be maintained online allowing true collaboration of subject matter expert.
• Once the policies or procedures are created online, it can then be read online or exported in various format such as MS Word and PDF.

Summary

These are just a few of the tools available in Claromentis Framework. There isn’t one perfect solution to all problems but at least you can choose ‘the best kit for the job’.

Any comments and feeback welcomed.

Solutions collaboration, document management, intranet consultancy, intranet software, online collaboration, Prod-Intranet, quality management software

10. Run Survey / Poll

It’s quick and easy to do, launch regular survey to get user’s feedback on almost any subjects, for a change try to create survey outside corporate agenda, pick casual topic related to everyday life, political debate, sustainability issue, or entertainments here are some ideas:

• Cool movie of the month
• Casual Friday? (yes no)
• Choose company smart phone? (iPhone or Blackberry)
• How do you travel to work?
• How’s your weekend?
• What do you think of Gordon Brown?

Survey and poll are easy to deploy

9. RSS feed

Embedding relevant RSS feed to departmental page is one of the easiest ways to get fresh news delivered to your page. RSS news from HSE (Health & Safety Executive can be added to the corporate Health & Safety Page, or an RSS from popular design blog is perfectly suitable for Creative department homepage for instance. It’s not only help member of your department aware of what’s going on out there it also help staff from other department know more about what you’re doing.

The North Face Intranet homepage with RSS and Video cast

8. Enable commenting

Everyone likes commenting. Sometime reading people’s comments in a blog is more interesting than the actual post itself. We want to hear what people say at the same we like to be heard. Staff’s comments can be invaluable to the improvement of the business and organisation as a whole. In Claromentis commenting can be enabled for documents, news, and publish pages.

News article with comments

7. Classifieds (Craigslist)

Have you ever noticing communal pin board next to the kitchen is full of classifieds, from selling used car, sharing apartments to cheap concert tickets. Having an electronic version of classifieds right in the corporate intranet can help users coming back to the system.  If you still like the pin board, you can print it out of your intranet and post it there!

Classifieds

6. Treasure Hunt

Yes a treasure hunt. Simply hide content within the corporate intranet and run a competition to find it. One of our clients had tried this and it was a success. It’s definitely a fun and exciting way to get users familiarising with the intranet without a boring training.

Prize winner for the intranet treasure hunt

5. Business Dashboard

Businesses are surrounded with data; but they are sharing one common problem. They are not visual enough to draw our attention.  Claromentis dashboard application allows you to generate data visualisation in a form of graph / chart from any data source as long as they are accessible. This can be business statistics, KPI (Key Performance Index), weekly sales figures, real-time number of visitors, stock chart, and much more.

TSG Intranet with business dashboard

4. Up-to-date Content

The essence of a corporate Intranet is storing and finding information, if users can’t find information they want accurately & effortlessly, it almost guarantee that they won’t coming back. The reality is always harder than theory but you can’t underestimate the importance of having the most up-to-date information on the Intranet.

"Content is King"

3. Develop Persona while improving usability

Check your stats & analytics, ask users and identify 3 main areas which are frequently visited on the Intranet. Create attractive shortcuts to access these areas and you are developing persona at the same time improving usability of your corporate intranet.

IPO Intranet homepage with 6 big buttons

2. Implement built-in apps

Claromentis offers business-ready built-in applications which can be implemented straight within a corporate Intranet. These applications include room booking, image gallery, holiday & vacation planner, group calendars, forums and course planner.

Image Gallery application - Care UK Intranet

1. Business processes

Having your business process built right into the corporate intranet is the number on the list. It transforms corporate intranet into something much more than just communication & collaboration platform. The intranet becomes an indispensible business application where day-to-day business processes sit on top of information layer in a single integrated system. Claromentis provides several products such as Process Manager, Sales Manager and Project Manager all can be implemented directly within your Intranet.

Claromentis Project Manager

Have you tried one of these within your corporate Intranet ? Please share your experience.

Solutions Design, internal customer communications, intranet, intranet consultancy, intranet development, user interface

Over the past few years there has been tremendous noise about the benefits of cloud computing, but in reality many businesses are still struggling with the idea.  From what I heard there are 3 main concerns:

Where is my data?

It’s a human nature that we still pretty much need physical contact. The idea that our data will be located among millions of others somewhere which we don’t know exactly is scary.  Some might still think our data is equivalent of piece of paper stored in unknown place with millions of other papers.

Security

We all heard the benefit that could computing in a managed infrastructure will guarantee security, from the latest patches of the OS up to cross-continental back-ups. Most organisations are still concern about security of cloud computing even though it is a safer than leaving it in your office and you find out the next day the office was flooded.

Change

One issue related to cloud computing is the concern of IT Downsizing. As more and more services related to IT become outsourced and centralized many IT jobs will become obsolete. Some says cloud computing will flourish in current economic situation but in the other hand businesses are facing difficult decisions.

Share your thoughts
Do you think cloud computing is suitable for your organisation? Share your thoughts and read more about claromentis model of software deployment.

Solutions cloud computing, development vision, intranet, intranet consultancy, software, technology, web 2.0

Recently we were discussing about development of  an Intranet system for a large organisation and capture how it seen from different roles involved in the projects:

My classic problem is how you translate this requests into software:

Solutions humor, internal customer communications, intranet consultancy, intranet software discussions, user interface

We’ve been asked many times, what is Claromentis model of deployment? The truth is we are probably the most flexible company in terms of software deployment by offering wide range of configurations to suit your business and infrastructure.

1.    In your office

Claromentis can be installed in one of your servers located in your office. This configuration eliminates cost of the hardware from us. In most cases it works well if you have a good and reliable in-house IT department who can take care of the servers, back-ups and access issues.

2.    Our Data Centre

Working together with our data centre partner Rackspace, we offer a fully managed package. Your software and data are hosted in a secure data centre outside allowing full peace of mind about hardware software patches, and backups.

3.    Your  Data Centre

We can work with any data centre or IT partners you may have to arrange hosting and servers configuration. This configuration is ideal if you have several applications hosted on existing infrastructure such as which you may want to integrate with Claromentis.

4.    Software as a Service

Increasingly popular for SME market, SaaS alleviates the customer’s burden of managing IT infrastructure, and reduce the up-front expense of the software purchase. Claromentis system can be deployed faster with no hassle.

Services Claromentis, hardware, intranet consultancy, intranet development, software