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Intranet 2.0: From Concept to Launch. Presented by Tracie Gildehaus Director of Portal & Business Applications tgildehaus@scottrade.com. About Scottrade. Founded in 1980 Online discount brokerage Home of the $7 trade 385 local branch offices nationwide

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Intranet 2.0: From Concept to Launch


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    1. Intranet 2.0: From Concept to Launch Presented by Tracie GildehausDirector of Portal & Business Applications tgildehaus@scottrade.com

    2. About Scottrade • Founded in 1980 • Online discount brokerage • Home of the $7 trade • 385 local branch offices nationwide • Headquartered in St. Louis, Missouri • Scottrade Center • Visit us at www.scottrade.com

    3. The essentials of launching an intranet • Understanding the business • Knowing your culture • Achieving early user adoption

    4. Understanding your business • Research: • Know the business • How does your intranet fit into your organization? • Conduct an intranet “health check” • Define system limitations, constraints or dependencies • Analyze the “gaps” • Measure its potential – this will be your business case and ROI • Define your intranet strategy • What are your goals? • Do your goals align to business strategic objectives? • Enterprise 2.0 • Understand which 2.0 features will enhance the business; it’s a fad without a strategy

    5. Understanding your business • Product Selection • You want a product and design that make your company more efficient and effective • Portal steering committee • Partner with IT and business analysts • Create a product scorecard • Vendor • Employee • Develop a Value/Level of Ease Matrix based on product “out-of-the-box” functionality

    6. Product scorecard

    7. Level of ease matrix • Determine: • Low-hanging fruit (low value, high ease) • Quick wins (high value, high ease) • Big hitters (high value, low ease) • Money sinks (low value, low ease)

    8. Knowing your culture • Who is your target audience? • Conduct interviews, day-in-the life scenarios • How “Web savvy” are they really? • Gen Y vs. Boomers • Diffusion of innovation • How does your organization handle change? • Target “laggards” and early adopters • Communication and training • Deployment: full meal or bite-sized pieces?

    9. Achieving early user adoption • Collaboration makes a better product and reduces cost • Build it together and they will come! • Conduct “peering sessions” • Design in phases: card sorting, usability, prototypes • User Acceptance Testing - Gut check!

    10. Create adoption and communication strategies • Brand your new product • Communicate the benefits and value • Create a “hook” and build anticipation • (WIIFM) – “What’s in it for me?” • “Life made easy” • Be interactive and fresh! • Movie trailers • Virtual walk-through

    11. Out with the old…

    12. In with the new!

    13. In with the new!

    14. Deployment Strategy • Have a strong training and communication strategy • Rally the laggards! • To gauge user adoption and potential bugs: • Run parallel intranets • Conduct a planned outage

    15. Best Practices • Understand the business • Know your culture • Achieve early user adoption • Get “laggards” on board EARLY!

    16. Wrap up Great references: • Web 2.0 – Wikinomics by Don Tapscot • Web sites/blogs: • Yahoo and Google user experience blogs (Google it…) • Jakob Nielsen - www.useit.com • www.boxesandarrows.com