| 1.
|
Who is your audience (in other words, who are your
Customers)?
|
| a.
|
Are your Customers internal employees?
External? Both?
|
|
| b.
|
Are your Customers experienced? IT personnel
who can complete tasks by themselves? Novice Customers who need guidance? Both?
|
- Number of Sites (single Site or one for each expertise
level).
- Site Item and navigation
design (simple or sophisticated).
- Portal
Views
(personalize and secure what Customers see).
- Automation (Add
One-Step Actions/Actions to simplify tasks).
Tip: Expose Customers only to the
information they need.
|
| c.
|
Do your Customers have different interests
(different Teams/different responsibilities (ex: General Status for Managers,
Requesters of IT, etc.)
|
| d.
|
Are your Customers International?
|
|
| 2.
|
What will your Customers need to do in the Portal?
|
| a.
|
Will your Customers view/monitor data (Reports,
Dashboards)? Interact with data (Action Catalog/create Incident or Service
Request)? Both?
|
|
| b
|
What activities do your Customers need on a
Site (ex: run a Report, create an Incident, access documents (Doc Repository),
etc.?
|
- Create
Site Items that deliver
what Customers need most.
- Make information easy to find (Startup Item should be
informative).
|
| c.
|
Will your Customers need searching
capabilities?
|
|
| d.
|
Will your Customers need to access documents?
|
|
| e.
|
Will your Customers need to access other
websites?
|
|
| 3.
|
Will your Customers need access to data other than their
own?
|
| a.
|
Will your Customers need to view/edit other
Customers' records?
|
|
| 4.
|
Will different Customers need different Security?
|
| a.
|
Will you allow Customers to access data without
logging in?
|
|
| b.
|
Will you
require
a login?
|
|
| c.
|
Will some Customers need view-only rights? Will
some need edit rights?
|
|
