Professional Services: Elaine Barry, Head of Professional Services, will outline some changes to project management within the professional services team and highlight some of the biggest project successes in this past year.

1. The Lenox Hotel, Boston
7-8th November 2013

2. Professional Services Update
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3. A selection of project successes in this past year
• Virginia Commonwealth University
– Technology Services
– Brandcenter
– Generic page layouts & Content
• Eastern Virginia Medical School
– Personalisation - Intranet
• Case Western Reserve University
– Provost Proof of Concept leading to large Scale
web transformation program
• Miami College of Arts and Sciences
• The City of Red Deer
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4. • Introduction of Project Management Office &
changes in Project management
• Introduction of Best Practice Consultancy as a
Service
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5. • Moved existing Technology Services site from
OpenText CMS into SiteManager (ts.vcu.edu)
• Set up the mobile site m.ts.vcu.edu. Separate
channel created and mirroring of content.
Using JQUERY Framework
• Allow for inclusion of existing PHP content
throughout
• Continue to support the PHP category set up
for articles and software content
• Auto migration of 9,000 pages
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6. • JQuery slideshows set
up – uses jCarousel
• Alerts, news and events,
upcoming training all use
existing PHP to bring in
information from other
sources.
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7. • CAS login used
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8. • Key central point of contact(Vicki Mallonee) for
distributed rollout of CMS across the University
• Onsite Discovery phase
• Strong client/T4 relationship and an
understanding that projects are complex and
need the correct resources at the correct times
in order to succeed
• Client had a Strong technical background and
technical understanding of Content
Management systems
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9. • Build frame work for Brandcenter site into
TERMINALFOUR SiteManager
• Project had 5 page layouts and 20 content
types
• Manual migration of 300 pages (media heavy)
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10. • Uses Custom in house
built slider.
• Lightview functionality
used to display
secondary page via
Lightbox on Callout
boxes
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11. • Media panel is built
using JavaScript,
together with Lightview
functionality
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12. • Keeping the project simple at Discovery phase
• Not overcomplicating content types
• Re-using content types across site
• Extra resources for content migration flagged
at project kick-off. This allowed forward
planning within budget
• Client flagged upfront that the code from
OpenText and site was of poor quality. This
allowed TERMINALFOUR to mitigate risk on the
project by re-developing specific modules
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13. • Enable schools/departments with restricted
budgets to pick from 3 templates
• Build 6 Page Layouts; 3 Homepage and 3 Inner
pages. Responsive
• Content Types should work on all sections
• Common Header and Footer should inherit the
content from a single section
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14. • Common Header and
Footer information located
in single hidden Child
section. Making use of
Related Content Branch
Navigation Object.
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15. • A single Content Type is
used to display the banner
differently on multiple Page
Layouts
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16. •Menu uses Jquery
Accordion functionality
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17. • Used a Small Scale Implementation approach
(SSI) due to client’s budget constraints.
• Client fully understood at quote stage that the
level of service provided by TERMINALFOUR
would be scaled back to facilitate budget.
• Very quick turnaround by TERMINALFOUR and
Client at each project phase milestone.
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18. • Implemented a level of personalisation on a
per content basis, an updated design and a new
PHP based calendar. (Intranet)
• Certain content types needed to be visible to
different users based on the user’s cohorts.
• The calendar needed to be updated from the
JSP version to a PHP version in order to pass
W3C compliance.
• Bookmarking functionality included.
• The mega menu needed to be updated to allow
for dynamically stacked columns.
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19. Steps:
• User logs in and is authenticated through LDAP.
• Using LDAP attributes the user is assigned a list of
cohorts based on whether they’re staff, students
etc. as well as what degree, and what year they’re
in.
• These cohort values are stored in session variables
and are used when deciding what content they
can see.
• A ‘Cohorts’ element on a content type is used to
restrict the piece of content to particular users.
• PHP is used on page request to only display
content that matches the cohort level(s) of the
user.
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20. Most content on the
page is personalised for
the user.
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21. On page load each individual block is
stacked vertically until a maximum height
is reached, then a new column is started.
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22. Uses the PHP
calendar and
personalisation
so only events
applicable to the
user are shown.
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23. Reuses the
faculty and staff
directory from
the public facing
website.
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24. • Strong client vision on where they wanted to
bring their intranet
• Re-using of content types for both Public and
Intranet sites
• Client & TERMINALFOUR identified early in
project implementation that a custom
approach to development would be needed
• Strong Project Managers on both sides (Client
& TERMINALFOUR)
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25. • Allow editors to create and edit UI ‘chrome’
elements
• Inherit this through the site architecture and
ability to override the inheritance at particular
levels
• To centrally manage particular feature content
and reuse that throughout the site
• To randomize the display of feature content on
individual pages
• To have fully configurable on-page ‘widgets’
for particular types of content listings
and other listings
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26. The main nav top level
element’s text and links
are editable as content in
Site Manager
The sub nav elements
are dynamic based on
the underlying site
structure
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28. The main nav top level
element’s are now
specific for this
subsection
And still editable as
content by content
creators
The sub nav elements are
still dynamic and now
based on the structure of
the department sub-site
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29. Footer elements are managed as content –
links and link text. It is editable and overridable.
Home
Home > Academics
Footer elements can be
overridden (the copyright
year is changed)
All managed as editable
content
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30. • Dedicated project team(Miami & mStoner),
very knowledgeable
• Strong working relationship between
TERMINALFOUR and mStoner. Ensured Clients
requirements were met from both design and
implementation perspective based on number
of project implementation days
• Centrally managed and easily reused content
• Client has powerful capability in terms of
managing their content
• Visitor engagement by reusing & inheriting
feature content
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31. • Moved from Microsoft CMS to TERMINALFOUR's
Site Manager
• Implementation of 5 page layouts, 5 content
types, events calendar and eforms applications
for "The Bridge", City of Red Deer's employee
intranet site
• Manual Migration of 400 pages
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32. TERMINALFOUR Site Manager
allows you to produce aspx, php,
jsp pages and this allows for
interfaces to custom applications,
personalization etc.
e.g. Personalization - Hi Carrie!
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Above buttons represent interfaces
to custom applications – e.g. Time
Entry allows uses to add time from
front end. Data is fed back into
external application
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33. The user can submit an event from
the website using TERMINALFOUR
Site Manager eform functionality.
These events get fed through to Site
Manager events calendar module.
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34. • Dedicated client project team. Client PM very
knowledge & technical
• Comprehensive buy in from The City of Red
Deer and adherence to schedule from project
team on all aspects of the project
• Very detailed input from client in both
Functional Specification and Migration
Specification
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35. • Introduction of PMO function into Professional
Services as of May 2013.
• Main objective is implementing effective
project management practices throughout
TERMINALFOUR.
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36. • Main Benefits:
• Improve project quality and timely delivery
• Ensure complex and high-risk projects are
managed successfully
• Ensure optimal allocation of resources
• Assist and support project stakeholders
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37. New Project Scope Charter:
• Client Key Performance Indicators & Goals
• Communications Plan (project audience and
information dissemination)
• Clearly defined Change Control Process
• Clearly defined Implementation Services
Terms & Conditions
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38. • A large number of clients have requested Best
Practice Consultancy.
• Introduction of Best Practice Consultancy as a
service within Professional Services.
• Knowledgeable SME’s/consultants that will
provide best practice consultancy/advice in the
following areas:
• Building and maintaining sites in
TERMINALFOUR Site Manager
• Information architecture/building site
structure
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39. •
•
•
•
Web standards
Web Accessibility
User-centred design and usability
Tips on improvements for different aspects of
your site like home page, page templates,
navigation, search functionality
• Automated functions – e.g. content
syner/data objects
• Help needed! Client input required (breakout
session)
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