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SharePoint 2010
          as a
Digital Service Platform



           Nir Levy
     CTO, Realcommerce
     MRS DMP, Microsoft
the internet today
Self Service
Components
Self Service Components
•   General public service
•   Registration
•   Authentication and authorization
•   Multi tenancy
•   Integrations
•   Mobile
•   Social
General Public Service
• FAQ and Help Screens
• Troubleshooting Wizard
• Strong Search Capabilities
Start Process:
                                                                                        Registration

                                                                                           Insert
                                                                                           IMTSI


Getting the users in - Registration                                                  Unique Identifier
                                                                                           Email
                                                                                      New password
                                                                                   Confirm new password
                                                                                      Captcha details

                                                                                   Get User details from


•   Self Registration
                                                                                        CRM and
                                                                                   Verifying IMTSI and
                                                                                    Unique Identifier in          No
                                                                                           CRM



•   CRM Integration                                                    Yes           Is the input valid?




•   Separate Logic from Presentation                          Check if



•
                                                         CRM:webLoginUserNa             No

    Users repository                                       me is not empty

                                                                                  Creating User in AD:
                                                                            AD.IMTSI =CRM:ContactRef.IMTSI


•   Support multi-tennancy
                                                                                 AD.Username = Email
                                                                              AD.Password= new Password
                                                                                AD.UniqueID = UniqueID
                                         Yes




                                                                                     Is AD add user
                                                  No & user already exist                                  No & general failure
                                                                                       successfully


                                                                                          Yes


                                                                              Updating User details in CRM:
                                                                               CRM:webLoginUserName =
                                                                                         Email



                                                                                     Site does silent
                                                                                       login to user

                                                                                                                        Output screen:
                                Output screen: user is                              Sending email                       error message
                                 already registered                                message to Email
                                      message
                                                                                     Output screen:
                                                                                    My BPLC Home
                                                                                          Page
                                                                                   Display registration
                                                                                   success notification



                                                                                      End Process
Getting the users in - Authentication
• Single Sign On
• Leverage Identity Foundation
  • Claims Based Authentication
  • Support for SAML 2.0
• Users Repository
Integrations
•   Use an application server to handle BL
•   Use an EAI service to handle integrations
•   Online Integrations
•   Offline Integrations



      Website     App Server       Backend1
                               E
                               A
                               I
                   App DB          Backend2
Integration Examples
• Billing
• CRM
  • Call status
  • Open calls
  • Change details
• LOB data
Integrating with the Marketing Site
• One site to serve both Self Service and Marketing
  • Unified user experience
  • Single CMS for everything
  • Ability to mix content and service

• Separate Marketing and Self Service Sites
  • Support for secured/public network zones
  • Different physical locations
• Self Service and Marketing Site
                         Same URL   Single SSL



                                                                     Single MasterPage




                                            Breadcrumbs


        Marketing Data




                                                     Personal Data
• Self Service and Marketing Site




       Banner    Banner    Personal Details   Personal Messages
       WebPart   WebPart      WebPart              WebPart
• Self Service Standalone
                     Different URL   SSL
                                                            Different
                                                           MasterPage




                                                                        No Breadcrumbs
    Marketing Data
     (Site Level)                          Personal Data
• Self Service Standalone




     Banner
     WebPart
     Banner
     WebPart

                       Personal Details
      News                WebPart
     WebPart



      FAQ
     WebPart
Mobile
Self Service
Mobile Self Service Versions
•   Responsive web design
•   Dedicated mobile site
•   Mobile adaptation of current site
•   Mobile apps
Responsive web design
• Focus on Web access
• One Site fits all




     320px           600px           900px     Wider



• Difficult to design but easier to maintain
• Good for new sites
Dedicated mobile site
• Two different site-collections
• WebPart level customizations




     Mobile Site collection         Web Site Collection




• Greater business flexibility
• Good for existing and new sites
Mobile Adaptation
• Website adapted to mobile by external system
• No change to existing site


                            Mobile Adaptation

                              MobileSpear


                                                Adapted Mobile Site
      Web Site collection




• Simple setup
• Good for existing sites
Mobile Application
• Standalone app, possibly hybrid
• Uses application server or website as backend




• Complex setup
• Good for frequent or recurring use
Leveraging
Social Networks
Self Service in Facebook
• Pushing feeds to social networks
• Creating facebook pages and apps
• Using facebook chat
Architecture
Logical Architecture

Authentication & Authorization
                                         Cross Channel




                                                                       CMS
                                       Presentation Layer


                                            Application Layer


                                              EAI Platform


                                 CRM              Billing       LOBs
Mobile




Desktop




          EAI




 Social         Billing




                  LOB1
Wrap Up
Self Service Components
•   General public service
•   Registration & Authentication
•   Integrations
•   Mobile
•   Social
Thank You
Nir Levy,
CTO, RealCommerce
MRS DMP, Microsoft
nirl@realcommerce.co.il
http://www.linkedin.com/in/nirlevy

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SharePoint as digital service platform

  • 1. SharePoint 2010 as a Digital Service Platform Nir Levy CTO, Realcommerce MRS DMP, Microsoft
  • 4. Self Service Components • General public service • Registration • Authentication and authorization • Multi tenancy • Integrations • Mobile • Social
  • 5. General Public Service • FAQ and Help Screens • Troubleshooting Wizard • Strong Search Capabilities
  • 6. Start Process: Registration Insert IMTSI Getting the users in - Registration Unique Identifier Email New password Confirm new password Captcha details Get User details from • Self Registration CRM and Verifying IMTSI and Unique Identifier in No CRM • CRM Integration Yes Is the input valid? • Separate Logic from Presentation Check if • CRM:webLoginUserNa No Users repository me is not empty Creating User in AD: AD.IMTSI =CRM:ContactRef.IMTSI • Support multi-tennancy AD.Username = Email AD.Password= new Password AD.UniqueID = UniqueID Yes Is AD add user No & user already exist No & general failure successfully Yes Updating User details in CRM: CRM:webLoginUserName = Email Site does silent login to user Output screen: Output screen: user is Sending email error message already registered message to Email message Output screen: My BPLC Home Page Display registration success notification End Process
  • 7. Getting the users in - Authentication • Single Sign On • Leverage Identity Foundation • Claims Based Authentication • Support for SAML 2.0 • Users Repository
  • 8. Integrations • Use an application server to handle BL • Use an EAI service to handle integrations • Online Integrations • Offline Integrations Website App Server Backend1 E A I App DB Backend2
  • 9. Integration Examples • Billing • CRM • Call status • Open calls • Change details • LOB data
  • 10. Integrating with the Marketing Site • One site to serve both Self Service and Marketing • Unified user experience • Single CMS for everything • Ability to mix content and service • Separate Marketing and Self Service Sites • Support for secured/public network zones • Different physical locations
  • 11. • Self Service and Marketing Site Same URL Single SSL Single MasterPage Breadcrumbs Marketing Data Personal Data
  • 12. • Self Service and Marketing Site Banner Banner Personal Details Personal Messages WebPart WebPart WebPart WebPart
  • 13. • Self Service Standalone Different URL SSL Different MasterPage No Breadcrumbs Marketing Data (Site Level) Personal Data
  • 14. • Self Service Standalone Banner WebPart Banner WebPart Personal Details News WebPart WebPart FAQ WebPart
  • 16. Mobile Self Service Versions • Responsive web design • Dedicated mobile site • Mobile adaptation of current site • Mobile apps
  • 17. Responsive web design • Focus on Web access • One Site fits all 320px 600px 900px Wider • Difficult to design but easier to maintain • Good for new sites
  • 18. Dedicated mobile site • Two different site-collections • WebPart level customizations Mobile Site collection Web Site Collection • Greater business flexibility • Good for existing and new sites
  • 19. Mobile Adaptation • Website adapted to mobile by external system • No change to existing site Mobile Adaptation MobileSpear Adapted Mobile Site Web Site collection • Simple setup • Good for existing sites
  • 20. Mobile Application • Standalone app, possibly hybrid • Uses application server or website as backend • Complex setup • Good for frequent or recurring use
  • 22. Self Service in Facebook • Pushing feeds to social networks • Creating facebook pages and apps • Using facebook chat
  • 24. Logical Architecture Authentication & Authorization Cross Channel CMS Presentation Layer Application Layer EAI Platform CRM Billing LOBs
  • 25. Mobile Desktop EAI Social Billing LOB1
  • 27. Self Service Components • General public service • Registration & Authentication • Integrations • Mobile • Social
  • 28. Thank You Nir Levy, CTO, RealCommerce MRS DMP, Microsoft nirl@realcommerce.co.il http://www.linkedin.com/in/nirlevy