Portal implementation at the University of Ottawa

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Portal implementation at the University of Ottawa

• Joe Syriani
• Team Lead, Portal
• November 20, 2006

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Agenda

• What is the purpose of this meeting?
• What is a Portal?
• Luminis platform screenshots
• Phased implementation methodology
• High level timelines
• Next steps

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Purpose of this meeting

• Understanding what is a Portal, channels, groups,
  etc
• Gathering requirements (critical phase and end
  users should be extremely involved)
• Understanding well your needs
• Some of the constituents

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What is a Portal?

• The Portal has a login, and based on the persons
  login, customized and interactive pages will be
  presented
• Creates a highly personal environment
• Provides SSO where possible
• A portal is a secure, single point of
  interaction with diverse information, business
  processes and people personalized to a users
  need and responsibilities (IBM, 2003)
• Will the portal replace the University website?
• No The University home site is its face to the
  world, Portal is its face to its community
• Portal is personalization, i.e. Computer Science
  students, Engineering students, Faculty, Staff,
  Alumni will receive role-based information/resourc
  es

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What is a Portal?
Faculty
Students
Staff
Alumni
Parents
My uOttawa
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LuminisTM Platform Login examples
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LuminisTM Platform Individual profile
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Channels examples for managers
Time transactions that supervisor needs to approve
pending personal action notices that require
attention by supervisor
Quick access for employees to imp Info about
them
Emp to enter timesheets leave, requests reporting
Users SCT Banner forms processes based on his
access
pending reviews that require supervisor
approvals
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LuminisTM Platform Customization
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LuminisTM Platform Customization
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LuminisTM Platform E-mail
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LuminisTM Platform E-mail / Exchange
No need to login again
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LuminisTM Platform Calendar
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LuminisTM Platform Calendar
No need to login again
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LuminisTM Platform Groups
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LuminisTM Platform Groups
Could be a department or a project -gt similar to
listserv
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LuminisTM Platform Groups
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LuminisTM Platform Groups
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LuminisTM Platform Groups
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LuminisTM Platform Groups hierarchy
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LuminisTM Platform Groups announcements

• Announcements Group Leader or designee only
• News, Photos, Links Files Groups Members
  submit content for approval by Group Leader or
  designee
• Message Board, Calendar, E-mail Chat Group
  Members submit content, no approval needed

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LuminisTM Platform Announcement
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LuminisTM Platform Personal Announcement
Could be support staff, academic staff, FTF PTF,
etc
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Phased Implementation Methodology
Implement
Plan
Assess
Identify resources
Develop Prototype
Test Prototype
Project Kick-Off
Installation
Preliminary schedule
Validate Prototype
System Education
Technology planning
Deploy Solution Go-Live
End User Training
Organizational informationGathering
Content planning
Organizational planning
Project Transition
Continuous Improvement
Post Project Evaluation
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High level timelines

• Fall 2007 Assessment and planning phases
• Spring 2007/Summer 2007 (phase 1) Putting into
  use the Luminis IV for selected roles which may
  include selected staff, registered students,
  teaching faculty, alumni and/or prospective
  students. During this period, integration starts
• Fall 2007 Integration of Banner channels for HR
  and Finance, InfoWeb, Email and calendaring for
  faculty and staff, SquirrelMail for students

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What is next?

• Document YOUR requirements
• Build a content plan for the portal (identify
  policies procedures, design, etc)
• Create training and communication plan
• BASED ON YOUR REQUIREMENTS -gt Start the
  implementation
• Re-assess
• Close-out

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Questions and Answers