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Sitecore Powered Intranets

Sitecore for Intranets

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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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Page 1: Sitecore for Intranets

Sitecore Powered Intranets

Page 2: Sitecore for Intranets

A bit about us

Amanda Shiga

Vice President

nonlinear digital

Page 3: Sitecore for Intranets

The intranet in 2014

Page 4: Sitecore for Intranets

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

Page 5: Sitecore for Intranets

Intranet teams are growing

Responsive Design gaining traction

Agile development trending

Page 6: Sitecore for Intranets

Intranet Options

Platform Options

Page 7: Sitecore for Intranets

Key technology questions

• Existing licenses vs. Best of Breed

• Information flow between systems

• Capacity and resources

Page 8: Sitecore for Intranets

An Intranet is

Corporate

Divisional Pages

Communities & Teams

Projects & Workspaces

My Sites

Applications & BI

Page 9: Sitecore for 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

Sitecore can deliver highly engaging intranets

Page 10: Sitecore for 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

Page 11: Sitecore for Intranets

Mixed solutions

Corporate

Divisional Pages

Communities & Teams

Projects & Workspaces

My Sites

Applications & BI

Sitecore does WCMS

SharePoint - Collaboration/ESN

Page 12: Sitecore for Intranets

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

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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

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Single Sign On

&

Active Directory

Building an engaging Intranet on Sitecore

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#1 Leverage existing user management

• Sitecore supports integration with Active Directory and other Membership Providers

• Take advantage of extended user profile properties within Sitecore

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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

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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

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DMS

#2 Deliver a personalized experience

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Targeting by membership

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Targeting by profile

• Office

• Location

• Division

• Manager

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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

Page 22: Sitecore for Intranets

Collaboration & Social

#3 Engage with social and collaboration tools

Page 23: Sitecore for Intranets

• Upload files

• Secure files

• Automatic trimming

Media Library as a Document Library

Page 24: Sitecore for Intranets

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

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• Page level ratings and comments

• No approval or vetting, but could be implemented with buckets

Ratings / Comments

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• List users from Sitecore or Active Directory

• Provide contact information

• Company directory, project members, etc.

Member / People Listing

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Dashboards

#4 Keep on the pulse with dashboards

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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

Page 29: Sitecore for Intranets

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

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#5 Measure effectiveness

Page 33: Sitecore for Intranets

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)

Page 34: Sitecore for Intranets

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

Page 35: Sitecore for Intranets

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

Page 36: Sitecore for Intranets

Questions

[email protected]

@amandashiga