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 |
|
||
| 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.
| Top of Page | Printversion | Data Protection and Imprint | © 2001-2024 Hoffmann&Reif |