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Using Sitecore for your company intranet is a new way to extract value from the customer experience platform. Its capabilities in the areas of content management and author experience, personalization, security and search make it a serious contender for your internal communication hub.
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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
Intranet Options
Platform 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 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
Sitecore can deliver highly engaging intranets
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
&
Active Directory
Building an engaging Intranet on Sitecore
#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
DMS
#2 Deliver a personalized experience
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
Collaboration & Social
#3 Engage with social and collaboration tools
• Upload files
• Secure files
• Automatic trimming
Media Library as a Document Library
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
• Page level ratings and comments
• No approval or vetting, but could be implemented with buckets
Ratings / Comments
• List users from Sitecore or Active Directory
• Provide contact information
• Company directory, project members, etc.
Member / People Listing
Dashboards
#4 Keep on the pulse with 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