Standard Operating Procedure for Portal Projects

Portals increase efficiency in business process management inside companies and with customers and suppliers. The integration of electronic work processes e.g. for management, publishing, teaching and sales in organisations demand for a comprehensive but clear and easy portal implementation approach. The following sequence of activities should give an insight into a project model which has been proven to be successful in different branches and for small and larger organisations.

The sequence may vary a little between different project environments. On average all steps are implemented during a portal project. Hoffmann&Reif apply special tools and methodologies (e.g. collaboration platforms, Internet based assessment procedures) for a quick and smooth cycle in various kinds of project environments.

 

Our Activities

Our Instruments

Step..0

Strategic business analysis

Balanced Scorecard templates

Step..1

Fact finding mission

Structured Interview

 

Pre-feasibility analysis

SWOT analysis templates

Step..2

Needs assessment

Survey

 

Feasibility analysis

Checklist

 

Definition of the key business processes

Business Process Modeling template (UML)

 

Application of a logical framework

LogFrame

Step..3

Definition of the support structure

Support structure templates

 

Definition of job profiles

Job profile templates

 

Definition of project objectives

Reference list of project objectives

 

Project phasing (setup phase, initial operating phase, expansion phase, and outreach phase)

Project design templates

 

Constitution of a project team

Role models and team constitution blueprints

Step..4

Definition of use cases

Use case templates

 

Requirement specification

ZMS checklist (example)

Step..5

Identification of key content for migration

SOP* content selection

 

Definition of design requirements

Design templates

 

Workflow design and implementation

Workflow templates

 

Rapid setup of a coaching portal workbench (usability engineering, template development, system setup)

SOP portal setup (example, ZMS in 10 steps, short version)

Step..6

Staff coaching for different target groups:

Action learning workshop templates

 
  • Project manager
  • Template designer / Software Engineer / Developer
  • Usability Engineer / Graphic artist
  • Technical writer / Information architect / Professional indexer
  • Subject matter expert / Author / Journalist
  • Communications specialist
  • Business process analyst
 
 

Content production/migration during action learning workshops (authors/editors, producers/engineers, system managers), e.g. as blended learning events

SOP content migration

 

Project review

After Action Review template

 

Definition of workflows

Workflow templates

Step..7

Based on the coaching results refinement of the portal solution and going live

Portal template

Step..8

Design and implementation of an ASP / hosting solution

SOP ASP hosting

 

Definition of service quality

Service Level Agreement template

Step..9

Project design for the rollout and release planning

Project design templates

 

Change process design

Change process templates (example of a human resources centered change process model)

 

Support structure design and assignment of roles

Support structure templates

 

Development of an organisation wide ICT Policy

Policy templates

Step..10

Continuous business process optimisation and change request analysis

Business Process Modeling template (UML)

* SOP = Standard Operating Procedure

Especially the elements 4, 5 and 6 allow to demonstrate results at an early project stage.