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Re-designing your intranet
Department of Transport's journey
Re-designing your intranet




   What I will cover
   • The department and our working context
   • Recognising when it’s time for a revamp or upgrade
   • Doing the review and identifying new requirements
   • Getting a new system
   • Migrating to a new system
   • Lessons learned and new site
   • Plans for the future - Social intranet




                                                          Page 2 of 17
Re-designing your intranet

Working context
Governance
• Intranet team part of ‘Information Management & Administrative Services’
   composed of myself the Manager, a Site administrator, a Coordinator & a System
   administrator
• Internet & Intranet teams work across divisions – DotWeb team
• Intranet team work closely with Internal Communications
• Distributed authoring and high involvement
• Ad Hoc senior management involvement
   where required.

Policy
•   Disability Action Plan
•   Web publishing guidelines
•   Social media policy
•   Internal communications review
•   DOT Writing style guide
•   PROV website archiving advice
•   Whole of Victorian Government policies




                                                                                    Page 3 of 17
Re-designing your intranet

        Old Site
        •Built in Rapid Web Publisher [Lotus Notes] in
        1998
        •Internet and intranet use same software
        •IA based on functions & activities not
        organisational structure
        •Over 2000 pages, 2000 documents
        •250 distributed authors
        •Enterprise search to run standard search &
        ‘Find a person’
        •Archiving within product




                                                         Page 4 of 17
Re-designing your intranet


“The basics are right … ”
What works well
• Workflow and approvals
• Intranet team own & manage top levels – control IA
• Content organised around activities and functions
• Distributed authoring
• Simple authoring interface
• Standard & centralised training, plus desk visits and phone support
• 6 month expiry cycle on content
• Single intranet – no subsites
• Search covers intranet content – plus the department website & IT service provider
  and contact list
• Good interactive applications available only from intranet [sticky factor]
• Archiving
• Centralised document repository



                                                                                 Page 5 of 17
Re-designing your intranet




                             Page 6 of 17
Re-designing your intranet
Re-designing your intranet




                             Page 8 of 17
Re-designing your intranet

“I’m sorry we can’t do that … ”
What does not work [of course!]
• Product not accessible – heavy reliance on tables to format content
• Inability to building interactive features that the business requires
• No policy and procedures A-Z or dynamic lista
• Extended Search out of support
• Business areas starting to use purpose built solutions
• Inability to put security on specific areas
• Centralised document repository – staff resentment re two step process
• Cost of hosting legacy systems on IT provider network
• Our old software is single point sensitive. Loss of product knowledge to provide
  technical support




                                                                                     Page 9 of 17
Re-designing your intranet



“It’s working, why replace it? ”
Building the business case
• Initial attempt to participate in consortia purchase with 4 other Government
   departments [the G4]
• Shared requirements document
• Business spending budget on external solutions, single point sensitive
• Centralised system cheaper, [training, backups, sustainable knowledge ...]
• Conduct review to identify what can be improved & run the same review after
   migration

•   Product selected for both sites : Matrix by Squiz




                                                                                 Page 10 of 17
Re-designing your intranet

     Review
     • Desk top evaluation for usability and accessibility
     • Card sorting
     • Discoverability

     Result:
     • Small changes – mixture of familiarity & usability
     • Highlighted the low accessibility levels
     • New requirements: A-Z policies area, forms
     • Reinforcement re plain English labels. Gerry McGovern was right!
     • People wanted white space, standardisation of content placement
     • One new menu area ‘Facilities and Resources’
     • List of functions that can only be build in new software
     • Refreshed look and feel – home page etc.

Decision to move ‘like for like’ and no redesign at migration point



                                                                          Page 11 of 17
Re-designing your intranet




                             Page 12 of 17
Re-designing your intranet




                             Page 13 of 17
Re-designing your intranet



‘Composing’ a new system
• Workshops – Metadata, workflows, user interface,
• Collateral – ‘as is – to be’ documents, page content
• Project documentation stored in our EDRMS [TRIM]
• Build concept site using every variation on internet and intranet site
• Negotiating the governance arrangement with our IT provider & WCMS vendor [Co
   Lo]
• Building architecture : Postgres platform




                                                                           Page 14 of 17
Re-designing your intranet


“What, no tables for layout! …. ”
Migration
• Preparation of content and migration
• 4-5 migrators – manual migration as each page needs touching.
• Content inventory using Excel spreadsheets, hierarchy, pages titles, URLs, issues,
   page review dates, expiries, owners.
• Moved 4000 assets, consisting of 2000 document, 2000 pages, including images,
   videos, sound files, forms, surveys
• Set up author/maintainer list
• Designing stylesheets for all our variations
• Moving in tandem with Transport website & the launch of a new stat body website
   TSV
• Sharing one project manager
• Implementation of an Easy Edit interface for author




                                                                                Page 15 of 17
Re-designing your intranet




“Oh dear …"
   Lessons learned:
   • Pages are not ‘like for like’. They are ‘close as possible’.
   • Keeping it readable
   • Don’t assume your site is cleaned up
   • Nothing works like a Notes workflow – sigh
   • Different browsers, Firefox v IE. – HTML
   • Still need a suite of tools




                                                                    Page 16 of 17
Re-designing your intranet




“What’s next ?“
Plans for the future:
• Social media – more!
• Social intranet
• Integrated desktop
• Embedded content
• Enterprise search
• SAS products




                             Page 17 of 17

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Jillian hiscock presentation

  • 1. Re-designing your intranet Department of Transport's journey
  • 2. Re-designing your intranet What I will cover • The department and our working context • Recognising when it’s time for a revamp or upgrade • Doing the review and identifying new requirements • Getting a new system • Migrating to a new system • Lessons learned and new site • Plans for the future - Social intranet Page 2 of 17
  • 3. Re-designing your intranet Working context Governance • Intranet team part of ‘Information Management & Administrative Services’ composed of myself the Manager, a Site administrator, a Coordinator & a System administrator • Internet & Intranet teams work across divisions – DotWeb team • Intranet team work closely with Internal Communications • Distributed authoring and high involvement • Ad Hoc senior management involvement where required. Policy • Disability Action Plan • Web publishing guidelines • Social media policy • Internal communications review • DOT Writing style guide • PROV website archiving advice • Whole of Victorian Government policies Page 3 of 17
  • 4. Re-designing your intranet Old Site •Built in Rapid Web Publisher [Lotus Notes] in 1998 •Internet and intranet use same software •IA based on functions & activities not organisational structure •Over 2000 pages, 2000 documents •250 distributed authors •Enterprise search to run standard search & ‘Find a person’ •Archiving within product Page 4 of 17
  • 5. Re-designing your intranet “The basics are right … ” What works well • Workflow and approvals • Intranet team own & manage top levels – control IA • Content organised around activities and functions • Distributed authoring • Simple authoring interface • Standard & centralised training, plus desk visits and phone support • 6 month expiry cycle on content • Single intranet – no subsites • Search covers intranet content – plus the department website & IT service provider and contact list • Good interactive applications available only from intranet [sticky factor] • Archiving • Centralised document repository Page 5 of 17
  • 9. Re-designing your intranet “I’m sorry we can’t do that … ” What does not work [of course!] • Product not accessible – heavy reliance on tables to format content • Inability to building interactive features that the business requires • No policy and procedures A-Z or dynamic lista • Extended Search out of support • Business areas starting to use purpose built solutions • Inability to put security on specific areas • Centralised document repository – staff resentment re two step process • Cost of hosting legacy systems on IT provider network • Our old software is single point sensitive. Loss of product knowledge to provide technical support Page 9 of 17
  • 10. Re-designing your intranet “It’s working, why replace it? ” Building the business case • Initial attempt to participate in consortia purchase with 4 other Government departments [the G4] • Shared requirements document • Business spending budget on external solutions, single point sensitive • Centralised system cheaper, [training, backups, sustainable knowledge ...] • Conduct review to identify what can be improved & run the same review after migration • Product selected for both sites : Matrix by Squiz Page 10 of 17
  • 11. Re-designing your intranet Review • Desk top evaluation for usability and accessibility • Card sorting • Discoverability Result: • Small changes – mixture of familiarity & usability • Highlighted the low accessibility levels • New requirements: A-Z policies area, forms • Reinforcement re plain English labels. Gerry McGovern was right! • People wanted white space, standardisation of content placement • One new menu area ‘Facilities and Resources’ • List of functions that can only be build in new software • Refreshed look and feel – home page etc. Decision to move ‘like for like’ and no redesign at migration point Page 11 of 17
  • 12. Re-designing your intranet Page 12 of 17
  • 13. Re-designing your intranet Page 13 of 17
  • 14. Re-designing your intranet ‘Composing’ a new system • Workshops – Metadata, workflows, user interface, • Collateral – ‘as is – to be’ documents, page content • Project documentation stored in our EDRMS [TRIM] • Build concept site using every variation on internet and intranet site • Negotiating the governance arrangement with our IT provider & WCMS vendor [Co Lo] • Building architecture : Postgres platform Page 14 of 17
  • 15. Re-designing your intranet “What, no tables for layout! …. ” Migration • Preparation of content and migration • 4-5 migrators – manual migration as each page needs touching. • Content inventory using Excel spreadsheets, hierarchy, pages titles, URLs, issues, page review dates, expiries, owners. • Moved 4000 assets, consisting of 2000 document, 2000 pages, including images, videos, sound files, forms, surveys • Set up author/maintainer list • Designing stylesheets for all our variations • Moving in tandem with Transport website & the launch of a new stat body website TSV • Sharing one project manager • Implementation of an Easy Edit interface for author Page 15 of 17
  • 16. Re-designing your intranet “Oh dear …" Lessons learned: • Pages are not ‘like for like’. They are ‘close as possible’. • Keeping it readable • Don’t assume your site is cleaned up • Nothing works like a Notes workflow – sigh • Different browsers, Firefox v IE. – HTML • Still need a suite of tools Page 16 of 17
  • 17. Re-designing your intranet “What’s next ?“ Plans for the future: • Social media – more! • Social intranet • Integrated desktop • Embedded content • Enterprise search • SAS products Page 17 of 17