1 halworld re-development creating a single-entry portal: overview employee central. portal content...
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HalWorld Re-DevelopmentCreating a Single-Entry Portal:
Overview Employee Central.
HalWorld Re-DevelopmentCreating a Single-Entry Portal:
Overview Employee Central.
• Portal• Content Management System -- CMS• Taxonomy
Migrating HalWorld to a personalized portal environment – Employee Central – supported by three major components:
Learning Objectives: To learn all the basics, including governance, about Halliburton’s Portal, Content Management System (CMS), and Taxonomy and what these components provide for Halliburton’s Employee Central.
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A portal can be many things to many peopleA portal can be many things to many people
A windowinto information
A place tosupport customers
A place where knowledge canbe created and sharedA place to
buy things
A personalisedinformation library
A company broadcasting andcommunications environment
A place to get access to all companyknowledge and information assets
A place tocollaborate
A place to socialise andbuild personal networks
A lifestylesupport environment
A place to promote andsell products and services
A place to attend classesand learn
What is a portal?
A window intobusiness applications
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1) It integrates applications, functions, content, and users.
2) It provides access to information employees need anywhere, anytime.
3) It is personalized to the role, location, and organization of its user, which helps strengthen and automate workflows.
Employee Central has three key attributes
Employee Central DefinedEmployee Central Defined
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Intranet Employee Portal
Limited integration of informational and operational systems.
Aggressive levels of employee, data, application, process and workflow integration.
Limited services and function provided. Often restricted to information access and searching.
Rich portfolio of services and function covering support of core applications, collaboration, learning, publishing and personalization.
Non-standard, out-dated, hard-to-find, unreliable, non-sustainable content management across Intranet sites.
Systematic governance for content throughout its lifecycle. Content management roles and responsibilities clearly defined.
Limited, or non-existing, on-line community management.
Community management covering areas such as community development, leadership, support and refresh activities.
Ad hoc branding.Effectively managed branding across the company. One standard look and feel.
Limited or no personalization of content.Advanced personalization of content and services. Personalization based on role- organization- and location-based profiling.
Halliburton is transforming its IntranetHalliburton is transforming its Intranet
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Halliburton Intranet Discovery… what employees saidHalliburton Intranet Discovery… what employees said
“It is a vast source of information, if you know where to find it.”
“It’s a garden full of weeds.” “I don’t rely on HalWorld.”
“I don’t think to use HalWorld first.”
“No one owns HalWorld.”
“…too Houston-centric…”
“ There’s no solid process for managing content.”
“We need balanced governance, control with flexibility”
Source: AGENCY.COM
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Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central
Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central
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Employee Central Tab DetailsEmployee Central Tab Details
My Workplace Communities WorkGroups Organizations
Description • Individually customized pages integrating tools, applications and information needed to perform one’s daily job. Commonly used portlets for specific job roles will be bundled together and made available for ease of further personalization.
• Groups of employees who address urgent business needs by collaborating more effectively. Communities are managed formally and require the establishment of roles, processes and tools. They also use rigorous metrics to determine their progress.
• Groups of employees within a department or working on a specific project needing an online space to share documents and tools, with some collaboration. Workgroups are set up in a self-service fashion since they use a standard set of portlets.
• Provides information and services to all ESG employees, inside and outside any organization; will replace HalWorld sites.
Audience • Individuals • People across organization with common needs/ purpose
• Intra-departmental/ organizational or project based or ad hoc
• People outside of the department / organization
Open or Closed
• N/A • Open (preferred) or Closed
• Open or Closed (preferred)
• Open
Environment Details
• Personalized by role, organization, location
• Collaborative• Formally facilitated
by full-time moderator(s)
• Collaborative• Open discussion
forums without a moderator
• Informational• Access to support
services
ExpectedParticipation
• One per defined role • <100 • In the 100s • One per internal Halliburton group
Examples • PE Service Coordinator
• BD Account Lead
• OTC Community• Logging Community
• IT ESG Technology Management
• IT Services• HSE
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Current Intranet Challenges Desired Results – end of 2004
Processes• Cumbersome• No internal processes for content
Management• Not user-friendly
Processes• Streamlined and simple P• Single-source content managed and
controlled by the business P• Easy to learn and use for all P
Information Technology• Non-standard applications & architecture• 400+ Site Administrators• 250+ Content Owners• 320+ sites• 78 GB of files/content• Age of files/content:
– 0-12 mos: 36%– 1-2 yrs: 22%– 2-3 yrs: 18%– 3+ yrs: 24%
Information Technology• ESG-wide applications & architecture $• 60+ Portal Managers $• 90+ Content Owners $• 60+ sites $• Greatly reduced amount of files/content $• Age of files/content: P
– 0-12 mos: 75%– 1-2 yrs: 25%– 2-3 yrs: 0%– 3+ yrs: 0%
Primary Result:$ = Cost SavingsP = Productivity Gains
Employee Central will generate significant value in comparison to our current environment Employee Central will generate significant value in comparison to our current environment
Transformational Efforts 20042003
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Halliburton’s key business drivers link directly to Employee Central’s benefitsHalliburton’s key business drivers link directly to Employee Central’s benefits
Provide employee self-service for key functions including HR, learning, procurement
Eliminate duplication in many aspects of the Halliburton’s business Drive productivity increases through automation of effort in formerly
manual business processes (application integration)
Internal Focus
• Profit Management• Cost Reduction• Process Improvement
Benefits
Share global standards and processes that support suppliers and customers more effectively
Improve access to HSE materials to demonstrate global leadership in this area
More easily share new technologies and processes to capture emerging markets
• Premier Service Quality• Customer Satisfaction• Competitive Differentiation
Customer Focus
Benefits
• Shareholder Value• International Growth• Market Share Gains
Financial Focus
Leverage internal and external resources to identify new and improved business opportunities in emerging markets worldwide
Allow expansion to customer facing processes to drive revenue andredesign for growth
Benefits
Share knowledge and “best practices” company-wide Provide enhanced, role-based access to information needed for
employees to do their jobs effectively Support for all aspects of the employee-employee and employee-
business relationships
• Foster Innovation• Employee Accountability• Employee Satisfaction• Accelerate Learning
Employee Focus
Benefits
ESG StrategyESG Strategy Employee Central BenefitsEmployee Central Benefits
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OverviewOverview
• After extensive evaluations, Halliburton chose Interwoven as the application for the enterprise-wide Content Management System -- CMS
• Interwoven leverages our enterprise-wide taxonomy• Interwoven compliments our Plumtree Portal• Interwoven’s key components:
– TeamSite “WebDesk” (application user interface)
– Metatagger (web-based tagging interface)
– Workflow notification (e-mails)
• Sample actions (roles):– Review Documents
– Tag Documents
– Approve Documents
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What are the benefits of CMS?What are the benefits of CMS?
• Enterprise-wide Benefits:– Lower costs by standardizing our content management
processes – Single source for internal and external content – Increased content quality
• Other Benefits for CMS Users:– Complete content management process flow– One content source (to maintain) for multiple venues– Taxonomy integration to enhance search capabilities,
improving content access and reuse– Processes improved, with streamlined content to portal
delivery– Features such as Email Notification – to renew, update, and
remove content – Preview Capability, Greater Report Generating, and Versioning/Rollback
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Future BenefitsFuture Benefits
• Additional content creation sources• Live content editing for additional Content
Owners/Authors• Continuing reduction in costs associated with
duplicative content
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CMS RolesCMS Roles
Roles Descriptions
Authors Authors or sources of the content – typically Subject Matter Experts (SMEs)
Content Owners People who have responsibility for the integrity of a group’s content (sample actions: review, tag, approve content)
Approvers Approve content (ex. legal, managers, subject matter experts, …)
Portal Managers Have similar responsibility as content owners in addition to overall administration of respective portal/CMS sites
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ChallengesChallenges
• This is a new application• There is a learning curve• Effort will be needed to prepare/update existing
content• A new approach to classifying – an Enterprise-wide
Taxonomy
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Migration Strategy (Plans)Migration Strategy (Plans)
• Migrate HalWorld by 2004– Iterative project approach (several at a time)– Group similar sites– Leverage existing best practices
• Use self-service model• Some key metrics
– Site migration statistics– Amount of content in HalWorld vs. CMS– Streamlined support– Employee surveys
What are the plans/next steps?
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• Governance is a structure of shared ownership and accountability for strategy, development, and operations
• Employee Central will provide a platform for integrated service delivery across Halliburton
• Therefore, there is not one owner of all business applications, or a natural owner within most organizational structures
“What is your biggest portal challenge”?“What is your biggest portal challenge”?
Portal server function issues
Implementation issues
Portal design issues
Organizational issues 71%
23%
15%
6%Technology
Forrester Research ReportMaking Enterprise Portals Pay
Why is Employee Central governance necessary?Why is Employee Central governance necessary?
Definition of GovernanceDefinition of Governance
GovernanceGovernance
What about governance?
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support
Human ResourcesHuman Resources Development
CommunicationsReal Estate
Marketing and StrategyMarketing/Pricing
Global Account ManagementBusiness Development and
Strategic Technology
Health, Safety and EnvironmentQuality
Procurement and ManufacturingInformation Technology
LegalFinance
support
Human ResourcesHuman Resources Development
CommunicationsReal Estate
Marketing and StrategyMarketing/Pricing
Global Account ManagementBusiness Development and
Strategic Technology
Health, Safety and EnvironmentQuality
Procurement and ManufacturingInformation Technology
LegalFinance
Pool of SME’sPool of SME’sSME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
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SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
SME SME SME SME SME SME
Pool of SME’sPool of SME’s
*Part-Time Roles (Portal managers, Content owners, Authors/SMEs)
The key components of Employee Central align with the businessThe key components of Employee Central align with the business
Technology*Content Owner
BD & Marketing*Content Owner
Operations*Content Owner
Technology*Content Owner
BD & Marketing*Content Owner
Operations*Content Owner
Technology*Content Owner
BD & Marketing*Content Owner
Operations*Content Owner
PSL 1*Portal
Manager
PSL 1*Portal
Manager
PSL 2*Portal
Manager
PSL 2*Portal
Manager
PSL 3*Portal
Manager
PSL 3*Portal
Manager
Division Level
IT Focal Point
Single-source content, controlled, managed, and owned by PSLs
How can you prepare?
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Successful implementation of Employee Central requires company-wide participationSuccessful implementation of Employee Central requires company-wide participation
Implementation Success Factors SponsorsPortal
ManagersContentOwners
Users
Build and maintain active sponsorship (all levels)
Implement well-defined Governance Structures and company-wide IT Standards
Create a streamlined implementation approach and scale rapidly
Gathering and leveraging accurate user requirements
Integrate with critical business applications
Develop and execute a communications plan to educate all employee groupings
Focus on single-sourced content, controlled and managed by the business
Create job role-, organization- and location-specific personalization
Focus on measurable ROI; report progress regularly
Involvement Key: = Low = Medium = High
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In conclusion, an effective Employee Central will transform Halliburton by drawing greater trafficIn conclusion, an effective Employee Central will transform Halliburton by drawing greater traffic
The difference between 50% and 98% daily usage is transformation (full participation)
% employees
Business Value
50% 98%
Self-service application
Applicationsdriven through an employee
portal
Additional Value from the Portal
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PSL FrameworkPSL Framework
• Objective:– To come up with a framework for presenting PSL organization
information
• Benefit:– Allows us to streamline the migration process and get all PSL
Organization on the Portal in 2004– Presents users with a common navigation and layout thereby
making it easier to find information (Human Factors)
• Your Contribution:– Provide feedback on the draft we have created– Identify missing components– Keep in mind that the final framework should be generic across
PSLs– Look forward to another meeting to migrate your PSL!!