Portal Workshop

Agenda

1Section

2Section

3Section

4Section

HCL ECMP Practice Snapshot

Next Steps

• ECMP Consulting Practice

• ECM Service Offerings

• Detail Case Study – Partner / Support Portal

2

3

Enterprise Content Management & Portals (ECMP) Practice Snapshot

Vendor Platforms

EMC Documentum, IBM FileNet, Microsoft SharePoint Oracle,

Hyland OnBase, Interwoven, Day, FAST, TIS, ThunderHead Kofax &

iLog

Highlights

YoY Growth---------------- 46 %

Employees-----------------1200+

Services

Design & Product Blue PrintStrategic ECM Consulting

Implementation & ConfigurationMigration & Rollout

Application Mgt & OperationsConsolidation

ECMP Services

4

Enterprise Portal: Functional Spectrum

ENTERPRISE PORTAL

Capture & Imaging

Document Mgmt

Web Content Mgmt

Digital Asset Mgmt

Records Mgmt

Enterprise Search

Business Process Mgmt

Groupware & Collaboration

Knowledge Mgmt

Enterprise Communication

Mgmt

Information Rights MgmtStrategic

Consulting

Product Evaluation

Application Development

IP/Solution Accelerator

Creation

Technology Upgarde

StrategicConsulting

Support and Maintenance

Migration

5

Portal Components

Application Server

Portal Framework

Web Content Management

BPM

Service Integration

EnterpriseSearch

User Repository

Database Single Sign-In

Collaboration

Our Portal Competency

Multiple Web Interface Integration

Document Library Search across

collaborated sub systems

Exchange Server Interfaced

Collaboration with External (Not

outside the AD) Index Servers, Print

Server, Scanners

COLLABORATION BPM/INTEGRATION

Template Based Form

Business Process Automation

Workflow management

Application Integration

CONTENT

MANAGEMENT Document and Records

Management

Workflow and Approval

Policy And Compliance

Web Content Management

Taxonomy Definition for storage and

access

Revision and Versioning

Check-in Check-out

SEARCH Tabbed interface

Title and Attribute Search

Keyword and Content Search

Free Form Full Text Search

OCR Document Search

PORTAL

SECURITY6

HCL Portals Practice Overview

COE

Address New Opportunities

Research and Development

Knowledge Management of Product Stack

Project Support and Analysis

Product & ProcessTrainings

Delivery

Project Delivery

ProductImplementation

Application Development

Project Support and Maintenance

Creation of reusable components, frameworks

and IPs

Portal Practice (300+ Resources)

7

8

Our Success Stories

ECM Assessment and Formulation of ECM Roadmap for Water Management

District, USA

Product Evaluation and Selection to consolidate content repositories for better

governance for a Leading Bank

Product evaluation and selection of web content management product for a Top

University in Malaysia

HCL ECM Consulting Practice

PartnershipsIBM (FileNet, ILog, Lotus Notes), EMC Documentum, Microsoft (SharePoint,

FAST), Oracle, Onbase, TIS, Day, Kofax, Interwoven, Seclore, Thunderhead

Verticals

Banking , Financial Services, Insurance, Government, Media Publishing and

Entertainment, Healthcare and Lifesciences, HiTech and Manufacturing,

Retail, Energy and Utilities, BPO, Real Estate

17+ years of Enterprise Content Management Experience

Product Labs for R&D and Support

Extensive knowledge of industry standards and frameworks

Global presence with operations in 23 countries

Association with industry analysts like Forrester, Gartner and AIIM

ECM Functional AreasDocument Management, Business Process

Management, Records management, Imaging, Web Content Management,

Knowledge Management, Collaboration, Enterprise Search, Enterprise

Communications, Portals

Our Goals

Cost reduction

Waste Elimination

Alignment with

Business

E C M C o n s u l ti n g S e r v i c e s

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Service Offerings

9

ECM Consulting Services

Prospective ECM Customers

Envision

ECM Roadmap Definition

ECM Product Fitment

Existing ECM Customers

Manage

ECM Architecture

Review

Content Consolidation & Migration

Grow

ECM Cost Out Mergers and Acquisitions

Enhance ECM Footprint

Envision ECM Strategy : 4As

Manage ECM Applications : EASE

Grow with ECM Systems : StEPS

Consulting Methodologies

9

Consulting Methodology– Envision ECM Strategy (4 As)

10

ASSESS(As-Is)

Study current state

Understand processes, practices

& needs

ANALYSE(Gap Analysis)

Prioritize requirements

ECM Mapping

Technology Fitment Evaluation

ARTICULATE(To-Be)

Define future state

Product evaluation and selection

ARCHITECT(Business Case)

Define Roadmap & Implementation Plan

Define RoI

Identify Quick Wins

Del

iver

able

sAc

tiviti

es

Inputs on current state and processes

Feedback on meeting notes

Feedback and inputs on As-is report

Meeting Notes As- is Report Final Recommendation Report

Inpu

tsTo

ols

&

Tech

niqu

es

Questionnaires, Document Analysis, guided

discussions

ROI Calculator, presentation and

workshops

Assessment Matrix , Prioritization Model, Utility Value Calculator, Analyzing user feedback, user validations

4 to 6 Weeks

10

Product Evaluation and Selection Offering

11

Salient Features• Logical breakdown into activities • Aligned to not only the functional needs of the organization, but also the

business objectives and strategy of the organization- hence ensures an organization wide buy in.

• Recommendations supported by quantitative and qualitative information to ensure informed decision making by the organization

PESOPESO

4As : Sample Tools and Deliverables

12

Questionnaires Roadmap Charts

Assessment Matrix

Value Graphs

Business Process Questionnaire

Architecture and Infrastructure Questionnaire

ECM Transformation Questionnaire

RoI & TCOSOFTWARE DEVELOPMENT Year 1 Year 2 Year 3 Total

Software Development 604,800 302,400 302,400 1,209,600Software Maintenance 0 108,864 54,432 163,296

TOTAL S/W DEVELOPMENT - EXPENSED 604,800 411,264 356,832 1,372,896

SOFTWARE PRODUCT LICENSE Year 1 Year 2 Year 3 TotalECM Product License 386,100 0 0 386,100Database system 0 0 0 0

TOTAL SOFTWARE - EXPENSED 386,100 0 0 386,100

SOFTWARE MAINTENANCE Year 1 Year 2 Year 3 TotalECM Product Maintenance 0 77,220 77,220 154,440Database system maintenance 0 0 0 0

0 77,220 77,220 154,440

HARDWARE Year 1 Year 2 Year 3 TotalDesktop 0 0 0 0Server hardware costs 21,060 0 0 21,060

TOTAL HARDWARE - EXPENSED 21,060 0 0 21,060

HARDWARE MAINTENANCE Year 1 Year 2 Year 3 TotalDesktop maintenance 0 0 0 0Server hardware maintenance 0 2,106 2,106 4,212

TOTAL HARDWARE MAINT. - EXPENSED 0 2,106 2,106 4,212

TRAINING Pre-start Year 1 Year 2 Year 3 TotalEmployee time 0 0 0 0Trainer cost 0 6,000 6,000 6,000 18,000Training material cost 0 3,825 3,825 3,825 11,475Facility cost 0 0 0 0 0

TOTAL TRAINING - EXPENSED 0 9,825 9,825 9,825 29,475TOTAL COST 0 1,021,785 500,415 445,983 1,968,183

Microsoft Office Excel Worksheet

12

HCL – ECM Partners

ECM

Global Partner IBM

17 years500+ Consultants

Preferred Global Partner

8 years400+ Consultants

Global Partner Oracle

3 years30+ Consultants

Service Partner & License Reseller

1 Year25+ Consultants

Imaging

Silver Certified Solution Provider

2 years35+ Consultants

Strategic Partnership

1 year15+ Consultants

WCM & Portals

Global Alliance Partner Microsoft

5 years75+ Consultants

Strategic Partnership

1 year50+ Consultants

Strategic Partner

1 Year20+ Consultants

Enterprise Search

Strategic Partnership

1 year60+ Consultants

Enterprise Communications

Global Partnership

1 year45+ Consultants

IRM

Strategic Partner & Distributor

1 year15+ Consultants

BPM

GlobalPartner

15+ Consultants

BRMS

Service Partner

5 years40+ Consultants

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The Client: A leading SAN switch manufacturer (Large Hi-Tech Enterprise) wanted to maintain its market leadership for which it faced 4 key challenges:• Increase the # of products introduced continue the market domination. their focus on R&D in adjacent market segments.• Need to spend a significant bandwidth on extending the life of its current marquee products.

Business Objectives

Large Hi-Tech Enterprise had around 30 applications which were either internal or 3 rd party. All these had to be integrated under 1 portal

Different types of users had to have their respective registration, entitlements based on which the authentication and authorisation needs to be done

All the download able content of Large Hi-Tech Enterprise had to be provided under the portal framework

Technology Spread

Core Java,JSP, Hibernate,  Struts, Websphere Portal,  Junit

Intervowen 6.7.1 (Livesite, Teamsite, Modular workflow)

Sharepoint 2007 (out of Box features, customization – webportal creation, workflow)

ASP .Net 3.5, C# , DB and SQL Queries

Websphere and Intervowen admin support

Large Hi-Tech Enterprise – Business Objectives

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15

MyBrocade.com

WebSphere Portal v6.0

Interwoven

Community.Brocade.com

Jive

WebSphere Portal Server

Brocade Internet Site

Java\J2EE

Interwoven

Intranet

SharePoint

Gives a customized

view for individual

Customers as per their defined

criteria and chosen

preference

Single platform interface which

allows all the internal users &

Partners to collaborate and share data and

information

External website for

Brocade. Includes the

complete company profile,

business details and functional

overview

The Intranet site allows the users to access the knowledge library, Upload document and share business

information

Product Suite Mapping & Business Description

Large Hi-Tech Enterprise – Avenues of Success

16

Web Application Architecture

Large Hi-Tech Enterprise – The Reference Framework

17

Login

Guest User enters the proper Url in order to access the login Page.

Registration

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On click of Register Now link in login page, user is redirected to the start screen of registration module. This page provides user the option to register as Brocade Customer, Partner, OEM and support portal.

Customer Registration

19

Once the user selects the Customer radio button, multiple options such as extranet user, enewsletter subscription and support Guest are available. To continue with registration User needs to enter the appropriate email id and captcha which is validated using the service layer API.

Partner Registration

20

Once the user selects the Partner radio button, The options for different partners appears on the screen. User can register as channel , Developer, TAPP partner.

Account Information

21

This page is common for customer and partner registration. In Account Information Form user needs to enter the correct information regarding his account details. After completing the registration process these information gets updated in database by using service layer API’s.

Partner Information

22

This page appears only if the user selects the registration for partner. In Partner Information Form the additional company details are captured specific to the type of partner selected. Different form appears for Channel Partner, Developer/TAPP Partner. Domain approval/reject mail is sent to admin after successful partner registration

Support Registration

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This page appears only if the user selects the option for support user. The product Information form captures product specific information for support user. In this Form third party integration occurs. Authentication and entitlement update is done through web services.

Registration Success Page

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This page appears after completing the registration successfully for customer, partner or support user.

Activation Email

User Receives the activation mail after completing the registration successfully. The link for activating the user account is given in the mail. The format for the mail received by the user is displayed below:

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Activation Confirmation

After clicking on link for activation the success message for confirming the activation appears as given below:

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My Home

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This is the first Screen shown to user after login. It mainly contains portlets specific ic to User entitlements and access rights maintained in DB. Initially all the portlets except Community, Feature Article and Welcome will be in collapse state, this feature is maintained using Navigation API of Themes

My Home - Continued

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There are certain portlets like Communication & Events, Sales and Marketing where we use Dojo Tab Container and Accordians to show varied data from Interwoven in the form of Tree or Accordians

My Home - Continued

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Brocade can place there Advertisements in the form of images, text, and AV format via Advertisement which is driven from IW via Services provided by Spring and Hibernate.

My Home - Continued

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Portfolio

Brocade Portfolio provides the quick view of products,services, support offerings and solutions of interest. By clicking on ‘Edit this Module’ a Dojo Dialog Box opens through which user can change the preferences of products.

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Portfolio-continued

When the user clicks on My Product Details link in My product portlet, by using the portlet API it redirects the link to the page displayed below . This page provides the complete information including overview, features and specifications of the product through dojo Tab Container in different Content Panes.

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Downloads

This page provides the user with the facility to download the product manuals and release notes specific to a product. It fetches the content from interwoven by using the portlet API and content services.

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Documentation

This page provides the access to Technical documentation as well as additional documents and resources. In the below section the technical documents are categorized in different Accordion Panes.

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Documentation-Continued

This section of documentation page provides the access to additional documents and resources.

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My Account

36

This page contains the Account related details for User which are editable. User can append the Access rights provided via My Site Access Portlet. Through My Brocade Modules user can add modules to home page.

My Account - Continued

37

User can update his roles , product of Interest, Geographies and Contact Details through My profile and My Contact information

38

My Site Access provides user with an option to Convert his account to any existing the new Account and old one is disabled. partner or new domain. Mail is sent to User to Activate

My Account

39

Convert my Account Convert my Account page is reached via redirecting from link provided in My Site Access Portlet. This functionality between portlets is achieved using JSR 168 API. User fills the forms and information gets updated in Database and LDAP. Success Message gets shown back to My Site Access Information Box.

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Convert my Account

MyHome - Support

After the user logs in myhome page is the first screen that comes. It mainly contains portlets specific to User entitlements and access rights maintained in DB. There are some portlets like My Support Portlet New ,My Brocade Training for HCL which shows data coming from interwoven. My SupportPortal New is used to change the entitlement of the user and Once the entitlement of the user gets changed values corresponding to it gets updated in LDAP.

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MySupport

User clicks on my support as shown to access the portlet on the my support Page.Portlets like New tool Notification, SupportPlan Portfolio displayed the data from the interwoven. New Tool Notification can be accessed to change the entitlement of user.

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MySupport continued

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MySupport – Support Service Up gradation

User can access SupportServiceUpgrade portlet using portlet like new Tool notification and Support portal New .This portlet uses web service call for serial number validation. This portlet is used for the entitlement of the user. Once the entitlement of the user gets changed values corresponding to it gets updated in LDAP.

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MySupport

On clicking the submit button on PI form user comes to the screen as shown and request is submitted to admin to change the entitlement:

Thank You

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