In this 60 minute webinar, experts Toby Ward and Heather MacFayden present the findings of a recently whitepaper on how to choose an intranet technology platform. The webinar is a practical approach to this topic, informed by the presenters' day-to-day interactions with real clients and years of experience working in the industry. Both presenters are considered thought-leaders in their field and bring their own skill sets to the table: Toby's expertise in strategic planning for global intranet projects coupled with Heather's experience implementing technology solutions for hundreds of clients will ensure a unique perspective into intranet technology platforms difficult to find elsewhere. The webinar is a must for organizations wanting an insider's perspective of what the technology decision process looks like from start to finish. The webinar video can be viewed by clicking the link on the first slide. Please contact prescient@prescientdigital.com for a copy of the webinar deck.

1. Choosing An
Intranet Technology Platform
Watch the webinar video
Download the whitepaper
Toby Ward, Prescient Digital Media
Heather MacFayden, Falcon-Software
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2. Prescient Digital Media
 We build highly effective websites & intranets.
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3. Falcon-Software Co.
 Specializing in web content management solutions.
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4. Agenda
 Technology platforms
 Web content management systems (WCMS)
 Enterprise content management systems (ECMS)
 Portals
 Selecting a solution
 Planning for success
 Q&A
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5. @tobyward
@intranet2
#intranet2
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6. Web Content Management Systems
(WCMS)
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7. A WCMS
 Web software solution for creating, publishing and managing content
such as HTML and XML on intranet, extranets and websites
 Database driven solutions that allow non-techie business users, to self-
publish and manage their own content
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8. Key characteristics
 WYSIWYG editor – easy to use
 Search – a search engine
 Templates – pre-configured templates for different content
 Image management – feature set for managing photos
 Link management – links always point to the right content
 Multilingual publishing – create, publish and manage content in multiple
languages
 Content syndication – publish content once and have it update and
syndicate to multiple pages and sources
 Versioning / Archiving – ability to retain and restore content
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9. Sitecore
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10. WCMS example - Sitecore
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11. Sitecore example from Falcon
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12. Pros / Cons
Pros
Quick, easy web page publishing
Low cost publishing
Minimal publisher training
Comparatively quick deployment cycle
Navigation and design standards
Comparatively lower implementation costs (out-of-the-box)
Improved managed accessibility compliance
Cons
Moderate to poor security
Limited feature set
Limited or no taxonomies for tagging and classifying content
Fulfilling legal and regulatory compliance for information management
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13. Key vendors
•IBM Lotus Web Content Management
•OpenText Vignette Content Management
•Oracle Universal Web Content Management
•Day
•Fatwire
•Percussion
•Sitecore
•SDL Tridion
•Clickability
•Ektron
•Kentico
•EPiServer
•Telerik Sitefinity
•DotNetNuke (open source WCMS)
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14. Enterprise Content Management
Solutions (ECMS)
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15. An ECMS
 Bigger, broader solutions for organizing and storing enterprise
content that often include multiple CMS solutions including:
 Web content management
 Document management
 Records management
 Digital asset management
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16. Key characteristics
 Workflow management / Business process management –
approval and governance processes
 Enterprise Search – a search engine that indexes the content and
returns search query results for content from a variety of sources,
including web pages, various databases, document repositories,
etc.
 Document management – publishing, storing, and managing
documents (e.g. Word, PDF)
 Web content management (WCMS)
 Digital asset management – the annotation, cataloguing, storage,
and retrieval of digital assets.
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17. ECMS example - Alfresco
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18. ECMS example - Alfresco
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19. Alfresco Workflow
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20. Pros / Cons
Pros
Structured and rule-based information management
Built-in security
Multiple business requirement functions
Fulfilling legal and regulatory compliance for information management
Taxonomies for tagging and classifying content
Defined roles and responsibilities
Cons
Poor usability
Lengthy and complex user training
Poor web content management publishing
Vendor documentation and support
Confusing interfaces
Non-compliant accessibility
Licensing costs
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21. Key vendors
Alfresco Enterprise (open source ECM)
Autonomy Interwoven (ECM and search)
EMC Documentum
IBM Filenet
Mindtouch (Social media platform and ECM)
OpenText
Oracle ECM
SpringCM
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22. Portals
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23. A Portal
 Provides a framework for integrating many different applications and
processes across organizations and is noted for three over-arching
characteristics:
 Application integration
 Federated / enterprise search
 Security (authentication / authorization)
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24. Key characteristics
 Application integration – linking enterprise applications such as Business
Intelligence (BI), Customer Relationship Management (CRM), ECM,
WCM, databases, etc.
 Service oriented architecture (SOA) – framework for integrating disparate
resources and applications written in different languages on different
systems to be accessed and retrieved by a single composite application,
such as a portal
 Security – authentication and authorization of users (user
personalization)
 Federated / Enterprise Search – a search engine that indexes the content
and returns search query results for content from a variety of sources,
including web pages, various databases, document repositories, etc.
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25. Portal intranet – SharePoint 2010
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27. 2727+

28. Portal
Pros
All-in-one type solutions negating the need for multiple solutions
Powerful solution and feature sets that can satisfy dozens if not
hundreds of business requirements
One source and destination for information indexing and retrieval
Defined roles and responsibilities
Access controls to content
Security rules and identity management policies
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29. Portal
Cons
Long deployment cycles
Poor usability
Application and ‘gadget’ overkill
Non-compliant accessibility
Non-standard coding
Proprietary application servers and software
Confusing interfaces
Limited solution market
Limited developer / skills / support market
Expensive licensing
Expensive support and maintenance
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30. Key vendors
Broadvision K2(ecommerce and portal solution)
IBM Websphere (portal solution)
Microsoft SharePoint (web development platform & portal solution)
OpenText Vignette Portal (portal and ECM)
Oracle Webcenter (middleware and portal solution)
Oracle Weblogic (middleware and portal solution)
Red Hat JBoss Enterprise Portal (open source portal solution)
SAP Netweaver (ERP portal)
eXo Portal (open source portal)
Liferay Portal (open source portal)
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31. CMSWatch.com Content Vendor Roadmap
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32. Selecting A Solution
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33. Intranet Methodology
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34. Vendor evaluations
 Assessment & planning will determine and detail all of your specific
requirements
 Business and functionality requirements become your solution
requirements and evaluation criteria
 Evaluation criteria are used to determine vendor short list
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35. Solution Evaluations
 Undertake macro evaluations
 Tailored product demos
 Open or closed (invitation) RFP
 Closed RFP to specific vendors will shorten the decision cycle but narrow
the field
 RFP process is normally 2 weeks to 2 months depending on the complexity
of the project
 Send out RFP
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36. Researching the right CMS solution
 Build a detailed evaluation criteria
 Map business requirements, desired features, constraints (e.g. budget),
tiered solution (enterprise, SMB, open-source/“free”)
 Prescient’s proprietary CMS Evaluation matrix
 Based on dozens of evaluations, hundreds of vendor solutions
feature list
 Add/refine features list
 Apply weighting to every feature and grouping
 Score solutions out of 100
 Top 3-6 scores are shortlisted for RFP
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37. Criteria
Gartner’s 6 key evaluation criteria:
1. Functionality 30%
2. Technical architecture (IT fit) 10%
3. Investment Cost (buying, install, support, etc.) 20%
4. Services provided for implementation 15%
5. Vendor viability (finances, customer base, references, methodology)
15%
6. Vision of vendor (evolution of product) 10%
Source: Gartner audio conference, January 14, 2003
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38. RFP Objectives
 Make the vendors *earn* your business
 Identify the best technical solution
 Identify the best functional solution
 Identify the best team
 Identify the best price
 Ensure the vendor / solution is solid
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39. RFP Requirements
 Vendor overview
 Vendor experience
 Solution functional specifications
 Solution technical specifications
 Product demo or screenshots
 Licensing & implementation costs
 Product technical requirements
 Project team bios, skills overview & experience
 Client portfolio AND references
 Detailed timeline
 Ongoing service & support commitment
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40. Evaluation & selection
 Secure access to “sandbox” for hands-on testing/demo
 Evaluate documented responses
 Schedule vendor demonstrations/presentations
 Score presentations, responses
 Client discussion, selection
 Award contract, draft, sign-off
More information:
 Cadillac vs. Hyundai CMSs
 All Gassed Up and Ready To Go!
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41. The price
Licensing
All the
other
costs
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42. How much money?!?!
 Licensing:
 Typically represents 10 – 20% of the total cost
 Implementation:
 Typically runs 4x – 8x licensing
 Support:
 Typically run 10% - 30% of the licensing cost – every year
 Application integration:
 Not included
 Staffing ?? Content ??
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43. CMS Blueprint – Sample Project Timeline
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44. Money-saving process
 Put the technology solution on HOLD for a few weeks and invest in a
detailed blueprint
 Contract a planning consultant
 Blueprint must be TECHNOLOGY NEUTRAL
 Use blueprint to build requirements and criteria for intranet delivery
solution (IDS)
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45. Additional Reading
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46. www.Prescie
ntDigital.com
www.PrescientDigital.com
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47. www.Prescie
ntDigital.com
www.PrescientDigital.com
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48. www.Prescie
ntDigital.com
www.PrescientDigital.com
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49. How to get the report
 www.prescientdigital.com
 Whitepapers
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52. 5252

53. Communexions.com
For discussion & links to the slides
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54. Q&A
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