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Sitecore Powered Intranets
A bit about us 
Amanda Shiga 
Vice President 
nonlinear digital
The intranet in 2014
No longer a place to primarily see work – 
it is the place for more employees to DO 
more work. 
• Your fastest way to find everything you need to do 
your work 
• Your role and daily tasks 
• Your benefits and personal info 
• Your view of the company 
• Your projects and teams 
• Your communities of practice 
• Your best way to heard and provide feedback or input 
trusted content 
Many to many communication 
Find information & knowledge 
Drive efficiency thru self-service 
Personalization 
Deepen employee 
engagement 
Structured & adhoc 
collaboration 
Foster innovation 
Ensure knowledge capture & 
reuse
Intranet teams are growing 
Responsive Design gaining traction 
Agile development trending
Platform Options 
Intranet Options
Key technology questions 
• Existing licenses vs. Best of Breed 
• Information flow between systems 
• Capacity and resources
An Intranet is 
Corporate 
Divisional Pages 
Communities & Teams 
Projects & Workspaces 
My Sites 
Applications & BI
Sitecore can deliver highly engaging 
intranets 
• Sitecore CEP 
• Roll your own solution 
• No limitations on what 
you can do, but 
development heavy 
• Sitecore Intranet Portal 
• Older versions had an 
“Intranet in a box” 
• Latest version is 
collection of APIs to 
accelerate development 
• Roadmap is unclear
What about SharePoint? 
• SharePoint provides robust collaboration and enterprise 
social network tools, web content management is 
relatively weak 
• Does not have to be a choice, but a combination. 
- Don’t forget about the SharePoint Connector for Sitecore
Mixed solutions 
Corporate 
Divisional Pages 
Communities & Teams 
Projects & Workspaces 
My Sites 
Applications & BI 
Sitecore does WCMS 
SharePoint - Collaboration/ESN
Here’s how a few of our clients made the 
decision to go with Sitecore 
• An association who chose SIP (several years ago) – driven by time savings and ease of deployment 
• A large oil & gas company was choosing between Sitecore and two other WCMS platforms. 
- Intranet owned by Corporate Communications 
- Focus on flexibility of platform, content authoring experience and personalization 
• An oilfield services company was choosing between Sitecore and Sharepoint 
- Intranet owned by Corporate Communications 
- Emphasis on effective communications and employee engagement / WCMS features won out 
• A telecom company who already owned Sitecore for their public-facing site chose Sitecore for the 
content-focused part of the intranet, and Sharepoint for teamsites and collaboration 
• If Sharepoint is already purchased, the sell is more difficult
Sitecore’s biggest intranet strengths 
• Strong content management and authoring experience 
• Delivery of personalized experience based on known 
user profile characteristics 
• Robust security model 
• Coveo integration 
• Licensed by instance, not seat
Single Sign On 
Building an engaging Intranet on Sitecore 
& 
Active Directory
#1 Leverage existing user management 
• Sitecore supports integration with Active Directory and 
other Membership Providers 
• Take advantage of extended user profile properties 
within Sitecore
Active Directory Module Considerations 
• Single domain requires careful planning of the security 
mechanism – impacts authors and Intranet users 
- Custom access rights 
• Nested groups are non-performant, disable this unless 
you really need it 
- Recommend computed groups in AD for a flat structure 
• Some custom code is needed on the session start (or 
other location) to do a seamless login
Considerations for testing 
• A Sitecore Intranet runs as impersonate if Windows 
Auth is being used 
• Plan for real users in Active Directory with a realistic set 
of roles – run tests as them 
• Application startup; ensure you know who starts the 
application
#2 Deliver a personalized experience 
DMS
Targeting by membership
Targeting by profile 
• Office 
• Location 
• Division 
• Manager
Engagement plans 
• Onboarding engagement plan 
- With known tasks and rhythms for new employees an 
engagement plan can guide a new team member through 
the process 
• Training, certification engagement plan 
- Some organizations require mandatory (re)certification, 
engagement plans can be used to remind and track
#3 Engage with social and collaboration tools 
Collaboration & Social
Media Library as a Document Library 
• Upload files 
• Secure files 
• Automatic trimming
Sharepoint Integration Framework 
• Can be used for document management in Sitecore 
• Displays Sharepoint lists/items in Sitecore 
• Live connection or sync’d 
• Respects workflow state in Sharepoint
Ratings / Comments 
• Page level ratings and 
comments 
• No approval or vetting, 
but could be 
implemented with 
buckets
Member / People Listing 
• List users from Sitecore 
or Active Directory 
• Provide contact 
information 
• Company directory, 
project members, etc.
#4 Keep on the pulse with dashboards 
Dashboards
WebParts or Build your own 
• Sitecore’s WebPart Framework provides a nice mechanism 
for users to create personalized dashboards 
- You define a catalog of “widgets” that a user can add to a page, 
customize and drag and drop 
• You will need to build the integration points to pull the 
data in place 
• Can have performance limitations
WebPart Framework Considerations 
• Default store for user preferences is the Core database 
• Instantiation of the web part framework manager is a 
bit heavy, don’t do it unless you need to 
• Could build this yourself with a customization to Insert 
Renderings Pipeline
#5 Measure effectiveness
Good intranet metrics 
1. Percentage of completed personal profiles 
2. Time on task 
- Direct tie to business outcomes such as faster onboarding 
- Calculation of time savings per task 
3. Percentage of completed goals 
4. Most popular searches (helps with labelling, prioritizing, 
“how do I”) 
5. Most popular content (home page politics)
Scaling Considerations 
• With license limitations, you can host your website and intranet 
on same Sitecore instance 
- One authoring + master with two sites in tree 
- Website delivery node secured to not show intranet content (based on 
template type or other) 
• User-generated content – how to save permanently? Back to 
authoring / master via webservice, event queue or shared 
database 
• Don’t manage large volumes of users solely in Sitecore – integrate 
with an enterprise-level Identity Management solution where you 
can apply corporate policies
Recent Case Study 
• Oil & Gas Company 
• 5000 employees, expecting 20% yearly growth 
• Needed a better way to onboard new staff, communicate effectively to 
employees, maintain culture, consolidate information systems acquired through 
acquisition 
• Chose Sitecore for strength of content publishing and personalization 
• Retiring legacy systems – immediately benefit on cost savings 
• Feedback on revamped site has been positive and now accessible on mobile 
device to field workers 
• Next phase: increasing personalization, engagement plans “right content to right 
person at right time” to drive efficiency
Questions 
amanda@nonlinear.ca 
@amandashiga

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Sitecore for Intranets

  • 2. A bit about us Amanda Shiga Vice President nonlinear digital
  • 4. No longer a place to primarily see work – it is the place for more employees to DO more work. • Your fastest way to find everything you need to do your work • Your role and daily tasks • Your benefits and personal info • Your view of the company • Your projects and teams • Your communities of practice • Your best way to heard and provide feedback or input trusted content Many to many communication Find information & knowledge Drive efficiency thru self-service Personalization Deepen employee engagement Structured & adhoc collaboration Foster innovation Ensure knowledge capture & reuse
  • 5. Intranet teams are growing Responsive Design gaining traction Agile development trending
  • 7. Key technology questions • Existing licenses vs. Best of Breed • Information flow between systems • Capacity and resources
  • 8. An Intranet is Corporate Divisional Pages Communities & Teams Projects & Workspaces My Sites Applications & BI
  • 9. Sitecore can deliver highly engaging intranets • Sitecore CEP • Roll your own solution • No limitations on what you can do, but development heavy • Sitecore Intranet Portal • Older versions had an “Intranet in a box” • Latest version is collection of APIs to accelerate development • Roadmap is unclear
  • 10. What about SharePoint? • SharePoint provides robust collaboration and enterprise social network tools, web content management is relatively weak • Does not have to be a choice, but a combination. - Don’t forget about the SharePoint Connector for Sitecore
  • 11. Mixed solutions Corporate Divisional Pages Communities & Teams Projects & Workspaces My Sites Applications & BI Sitecore does WCMS SharePoint - Collaboration/ESN
  • 12. Here’s how a few of our clients made the decision to go with Sitecore • An association who chose SIP (several years ago) – driven by time savings and ease of deployment • A large oil & gas company was choosing between Sitecore and two other WCMS platforms. - Intranet owned by Corporate Communications - Focus on flexibility of platform, content authoring experience and personalization • An oilfield services company was choosing between Sitecore and Sharepoint - Intranet owned by Corporate Communications - Emphasis on effective communications and employee engagement / WCMS features won out • A telecom company who already owned Sitecore for their public-facing site chose Sitecore for the content-focused part of the intranet, and Sharepoint for teamsites and collaboration • If Sharepoint is already purchased, the sell is more difficult
  • 13. Sitecore’s biggest intranet strengths • Strong content management and authoring experience • Delivery of personalized experience based on known user profile characteristics • Robust security model • Coveo integration • Licensed by instance, not seat
  • 14. Single Sign On Building an engaging Intranet on Sitecore & Active Directory
  • 15. #1 Leverage existing user management • Sitecore supports integration with Active Directory and other Membership Providers • Take advantage of extended user profile properties within Sitecore
  • 16. Active Directory Module Considerations • Single domain requires careful planning of the security mechanism – impacts authors and Intranet users - Custom access rights • Nested groups are non-performant, disable this unless you really need it - Recommend computed groups in AD for a flat structure • Some custom code is needed on the session start (or other location) to do a seamless login
  • 17. Considerations for testing • A Sitecore Intranet runs as impersonate if Windows Auth is being used • Plan for real users in Active Directory with a realistic set of roles – run tests as them • Application startup; ensure you know who starts the application
  • 18. #2 Deliver a personalized experience DMS
  • 20. Targeting by profile • Office • Location • Division • Manager
  • 21. Engagement plans • Onboarding engagement plan - With known tasks and rhythms for new employees an engagement plan can guide a new team member through the process • Training, certification engagement plan - Some organizations require mandatory (re)certification, engagement plans can be used to remind and track
  • 22. #3 Engage with social and collaboration tools Collaboration & Social
  • 23. Media Library as a Document Library • Upload files • Secure files • Automatic trimming
  • 24. Sharepoint Integration Framework • Can be used for document management in Sitecore • Displays Sharepoint lists/items in Sitecore • Live connection or sync’d • Respects workflow state in Sharepoint
  • 25. Ratings / Comments • Page level ratings and comments • No approval or vetting, but could be implemented with buckets
  • 26. Member / People Listing • List users from Sitecore or Active Directory • Provide contact information • Company directory, project members, etc.
  • 27. #4 Keep on the pulse with dashboards Dashboards
  • 28. WebParts or Build your own • Sitecore’s WebPart Framework provides a nice mechanism for users to create personalized dashboards - You define a catalog of “widgets” that a user can add to a page, customize and drag and drop • You will need to build the integration points to pull the data in place • Can have performance limitations
  • 29. WebPart Framework Considerations • Default store for user preferences is the Core database • Instantiation of the web part framework manager is a bit heavy, don’t do it unless you need to • Could build this yourself with a customization to Insert Renderings Pipeline
  • 30.
  • 31.
  • 33. Good intranet metrics 1. Percentage of completed personal profiles 2. Time on task - Direct tie to business outcomes such as faster onboarding - Calculation of time savings per task 3. Percentage of completed goals 4. Most popular searches (helps with labelling, prioritizing, “how do I”) 5. Most popular content (home page politics)
  • 34. Scaling Considerations • With license limitations, you can host your website and intranet on same Sitecore instance - One authoring + master with two sites in tree - Website delivery node secured to not show intranet content (based on template type or other) • User-generated content – how to save permanently? Back to authoring / master via webservice, event queue or shared database • Don’t manage large volumes of users solely in Sitecore – integrate with an enterprise-level Identity Management solution where you can apply corporate policies
  • 35. Recent Case Study • Oil & Gas Company • 5000 employees, expecting 20% yearly growth • Needed a better way to onboard new staff, communicate effectively to employees, maintain culture, consolidate information systems acquired through acquisition • Chose Sitecore for strength of content publishing and personalization • Retiring legacy systems – immediately benefit on cost savings • Feedback on revamped site has been positive and now accessible on mobile device to field workers • Next phase: increasing personalization, engagement plans “right content to right person at right time” to drive efficiency