Blog category: James' articles

February 17, 2010 by James Robertson

Eight intranet design mistakes

Intranet projects are challenging at the best of times. Sites are large and content rich. Project teams are often thrown into the deep end, with many constraints and expectations. Intranet projects may confront challenges such as: unclear intranet ownership and governance tight timeframes limited (and often insufficient) budgets varied (and sometimes competing) stakeholder opinions large number ...

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December 17, 2009 by James Robertson

The three clicks myth

When designing intranets or websites, it is helpful to have some rules of thumb to follow when making decisions. Over time, many of these have become elevated into principles or rules, widely used throughout the industry. The best-known is the 'three clicks rule', which says that all content should be no ...

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November 30, 2009 by James Robertson

Podcast interview with Gerry Gaffney

The Step Two team have been very busy recently across every possible medium. Having been in the US for a week at KMWorld, I've fallen hopelessly behind in sharing all this. So this will be the first of a series of posts over the coming week that highlights our outputs... To ...

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November 24, 2009 by James Robertson

The softer side of intranets

For the last seven years we've been writing about intranets, and our focus has relentlessly been on how to make the intranet more valuable for staff and the organisation. Our over-arching statement has always been this: Staff will use the intranet if it's useful. The challenge is to uncover and understand staff needs, ...

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October 29, 2009 by James Robertson

About the intranet, on the intranet

The intranet is not just a channel for the business to communicate news and information. It is also a valuable tool for the intranet team itself to engage with the wider organisation. To that end, the intranet team should have a section on the intranet devoted to the intranet itself. This ...

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October 29, 2009 by James Robertson

Seven roles of the intranet homepage

There is no more contested or challenging page on the intranet than the homepage. As it is the most visible page on the site, everyone wants their piece of the homepage. There is also contention about the role of the intranet homepage: Should the homepage be mostly about news? Is navigation the ...

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September 18, 2009 by James Robertson

Using the intranet to access collaboration tools

Collaboration tools are spreading through organisations. Wikis, team spaces and discussion groups are being used in ever-greater numbers. For many staff, this means they are involved in several different collaboration spaces. This might include a project space for their current work, another for a committee they are a member of, as ...

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July 22, 2009 by James Robertson

Planning to demonstrate success

Intranet teams are often expected to justify the work that they do, whether to protect current intranet resources, or to gain support for new projects and improvements. This leads to the requirement for an intranet business case, ideally with clear measures that quantify the value of the intranet and the benefits ...

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June 30, 2009 by James Robertson

Who is choosing the new CMS?

Having been involved in many content management system (CMS) selection projects, we've seen a number of common causes of delays arise. Of these, the biggest stumbling block is a lack of structure around the selection project: who is doing what, when will it happen, and how are decisions going to be ...

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May 28, 2009 by James Robertson

Target emotions in the business case

Many web and intranet teams will be expected to create business cases at some point in their work. These may be for major website redevelopments, selection of new technology platforms, or to gain further resources. Considerable amounts of work go into creating a business case, but success is far from certain. ...

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May 28, 2009 by James Robertson

Going beyond reducing intranet frustration

A lot of work is done to incrementally improve intranets, often focusing on resolving common areas of staff frustration with the sites. These projects may be large or small, but most concentrate on making the intranet work better, without adding new capabilities or content. This is not enough. If intranets are to ...

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May 28, 2009 by James Robertson

Five intranet publishing models

Intranets can grow to be thousands, tens of thousands or millions of pages in size. With content as far as the eye can see, the challenge is to keep it up to date, accurate and useful. Sitting behind this huge volume of content are a wide range of approaches to creating ...

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April 28, 2009 by James Robertson

Use good interview techniques

Successful intranets are delivered on the back of an in-depth understanding of staff needs and issues. This involves getting out from behind the desk and spending time with operational and frontline staff. The earlier article Conducting intranet needs analysis outlined a structured approach to conducting user research to improve intranets. A ...

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February 11, 2009 by James Robertson

Custom code, CMS and portals

In the early days, intranets and websites consisted of pages and pages of static content. Originally published by hand, many of these sites migrated to a content management system (CMS) in due course. Over time, more sites started to include a range of rich interactive functionality. This included publishing content from ...

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December 18, 2008 by James Robertson

Who owns intranet search?

To make intranet search successful, the right technology must be put in place, and the necessary work undertaken to design and configure its operation. Once these practical steps have been completed, the next key issue is to resolve who 'owns' search on the intranet. In other words, who has the responsibility ...

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December 18, 2008 by James Robertson

Two types of CMS users

Content management systems are frequently rolled out widely across whole organisations, following a 'decentralised authoring' model. As discussed in the earlier article The importance of CMS usability, a new CMS product will only be a success if staff make use of it. For this to happen, authors must be able ...

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November 27, 2008 by James Robertson

Extend the reach of the staff directory

Staff directories are at their most effective when they contain a full list of people in the organisation. The realities of today’s complex organisations may mean this is not the case by default, and some extra effort may be required to extend the reach of the staff directory. Include all staff One ...

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November 5, 2008 by James Robertson

Podcast: out of the box content management

On Monday I was interviewed by Phil Dobbie of BTalk Australia. The podcast on out of the box content management has now been published. To quote: (15min 54) There are a huge amount of content management systems (CMS) available, from free open source platforms through to advanced commercial solutions. That ...

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September 11, 2008 by James Robertson

Simplify the search user experience

Out of the box, most search engines are poorly designed for the needs of general intranet searchers. Cluttered with complex features, these search tools can easily be overwhelming for staff who simply want search to work ‘like Google’. The first step that the intranet team should take when installing a new ...

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September 11, 2008 by James Robertson

Staff directories benefit from cross-linking

Staff directories (internal phone directories) can be much more than just a way of looking up contact numbers. In any large or complex organisation, they can also provide a way of ‘navigating’ through the relationships between staff, business units and locations. One of the key conclusions from examining successful staff directory ...

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August 28, 2008 by James Robertson

Two uses for wikis

Wikis are gaining rapid adoption with organisations at present, driven in part by the very visible success of Wikipedia, and other similar sites. While organisations are still learning how to use wikis in practice, it is clear that they can offer considerable benefits. Wikis can be used in many different ways, and ...

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August 28, 2008 by James Robertson

Close team spaces when projects end

Establishing team spaces for projects can be one of the most productive uses of collaboration tools. Projects have a lot of information to share between team members (and beyond), and collaboration can provide new ways of meeting this need. Projects are also nicely ‘bounded’, with a defined membership (the project team), ...

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July 22, 2008 by James Robertson

Should the intranet look sexy?

The design of public websites, particularly when they have a marketing or branding role, is vital. In these cases, a team of experienced graphic designers and front end developers work hard to create polished and beautiful designs. When it comes to intranets, however, is their 'look and feel' so important? Fundamentally, ...

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July 22, 2008 by James Robertson

Content migration: options and strategies

There is a lot of work involved in redeveloping and relaunching an intranet or website. The project management challenges start early, and it is easy to overlook the time (and effort) needed to migrate the content from the old to the new site. Yet, for its lack of visibility, content migration ...

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June 17, 2008 by James Robertson

Starting to define the intranet brand

What is the intranet for? An easy question to ask, but surprisingly hard for many intranet teams to answer. To be successful, intranets must have a clear definition of their purpose and character. This underpins decisions about future directions, as well as current priorities and activities. Answering this question goes a long ...

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June 17, 2008 by James Robertson

Helping the intranet team win arguments

There are often situations where there is a difference of opinion between the central intranet team, and the decentralised authors, owners or stakeholders. Depending on the team, there may be situations where they aren't confident of tackling the issues, or winning over the decentralised groups. To help build team confidence, and to ...

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May 12, 2008 by James Robertson

Don’t try to boil the content ocean

The phrase 'trying to boil the ocean' refers to tasks that are clearly and heroically impossible. This is exactly what most teams take on when they try to get every intranet page up to the same high standard. In the earlier article titled Intranet authoring: a hobby?, the role of ...

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May 12, 2008 by James Robertson

Searching more is not always better

The rise of enterprise search has put an increasing focus on searching ever broader collections of content and documents within organisations. While enterprise search projects generally start with simple intranet search, attention quickly moves to searching document management systems, collaboration tools, business systems and fileshares. Underpinning this work is the belief (or ...

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May 5, 2008 by James Robertson

The four purposes of an intranet [+ audio]

| View As you may have noticed, I've been working steadily to capture some ...

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April 8, 2008 by James Robertson

In-context vs back-end authoring

Most modern content management systems provide two different ways of editing site content: in-context editing and back-end editing. While in-context editing is often seen as 'sexier', each method has its strengths and weaknesses. This briefing will explore these two editing options, providing advice on when to use them in practice. In-context editing In-context ...

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April 8, 2008 by James Robertson

Clean up your LDAP or Active Directory

A lot of intranet and portal projects aim to deliver functionality related to personalisation or customisation. This may involve tailoring information based on staff role, delivering news relevant for specific offices, or limiting access to information based on seniority. Any of these capabilities requires the system to know who staff are, the ...

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February 9, 2008 by James Robertson

Time needed to select a CMS

It will always take longer than hoped to select a new content management system. While an 'accelerated' approach can be taken, the reality is that somewhere between 6 and 12 months will probably be needed, from beginning to end. To help clarify this statement, this briefing provides a breakdown of the ...

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December 18, 2007 by James Robertson

Promote intranet successes

As discussed in the earlier article Every intranet has its successes, there are few intranet teams who are not steadily delivering valuable improvements to their sites. Despite this, many intranet teams are almost invisible within their organisations, with little recognition for the new enhancements and functionality they have delivered. This must ...

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December 18, 2007 by James Robertson

Collaboration is about people

A number of articles have recently been published on collaboration. Focusing on collaboration tools, these articles have explored when they work, the challenges involved and how to avoid these problems in practice. In many ways, these articles have taken for granted the central aspect of collaboration: the people involved. This article ...

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November 5, 2007 by James Robertson

Start by ‘gardening’ collaboration

Collaboration tools have been used in organisations for a long time now, and the new generation of tools is spreading at an incredible rate. Tools are being deployed in parallel across many different business units, irrespective of any organisation-wide strategy or support. A planned approach must therefore be taken to ...

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November 5, 2007 by James Robertson

Successful collaboration requires support

Successful organisation-wide collaboration does not happen by chance. While the uptake of collaboration tools can be very rapid, some areas will use the tools well, while others will struggle (or fail). Rolling out collaboration tools is not without its risks. As outlined in the earlier briefing Collaboration tools are anti ...

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November 5, 2007 by James Robertson

Establish a portfolio of collaboration tools

There is no one-size-fits-all solution for collaboration needs within an organisation. Individual teams and business areas will have very different behaviours and requirements, and this must be reflected in the collaboration tools that are put in place. To fully meet an organisation's collaboration needs, a 'portfolio' approach should be taken. This ...

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October 9, 2007 by James Robertson

Segmenting staff information needs

There is no one-size-fits-all solution for meeting the needs of staff. Beyond the broadest level, the information needed by staff is not generic. Someone working in HR has quite distinct needs from a staff member in finance, the call centre, or in the sales team. This is why organisations are progressively ...

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October 9, 2007 by James Robertson

Collaboration tools are anti knowledge sharing?

There is a clear need for collaboration within organisations, and the rollout of collaboration tools will bring many benefits. What is not widely recognised, however, is that the unmanaged spread of collaboration tools can work against knowledge sharing. While collaboration tools work extremely well for the staff using them, they ...

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September 10, 2007 by James Robertson

Does your CMS vendor have product expertise?

Choosing a content management system (CMS) is not just about finding the product with the right functionality. It's also about dealing with a vendor who can support your needs for the lifetime of the solution. You need to be confident that there will be more than just help-desk support - the ...

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September 10, 2007 by James Robertson

Why staff visit the intranet

Organisations often envisage their intranets as integral to the way staff do their jobs. Staff are expected to visit the intranet daily. While this is an admirable goal, it doesn't necessarily match the reality of most intranets today. There are clear reasons for staff to use the intranet, but these ...

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September 10, 2007 by James Robertson

Using scenarios to select a CMS

Scenarios are narrative descriptions or stories that concisely outline how something will work in practice. In the context of a content management system (CMS) project, scenarios are a very effective way of documenting key CMS requirements, and they complement the formal lists of functional requirements typically found in tender documents. Content management ...

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August 9, 2007 by James Robertson

6×2: a new approach to planning

Intranets have now grown to be core tools for most organisations, tools they cannot do without. Despite this, it is still a struggle for intranet teams to gain the resources and support they need to sustain and grow their sites. In general, it is not hard to describe what the 'perfect ...

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August 9, 2007 by James Robertson

Your new site will be 20% different from current site

Implementing a new website or intranet is a unique opportunity to work with new functionality and ideas and push the bounds of what the site will do. When a new underlying platform is being implemented, such as a content management system or portal, the scope for rethinking the site can ...

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August 9, 2007 by James Robertson

Apply IA techniques when creating taxonomies

Taxonomies define the structure that underpins document and records management systems, knowledge management projects and more. Considerable effort goes into developing these taxonomies, with the goal of creating a common structure that will benefit the whole organisation. The challenge, however, is to ensure that these taxonomies work well for staff, beyond ...

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July 12, 2007 by James Robertson

Avoid long-term strategies

When it comes to information management or content management strategies, particularly at the enterprise level, there is a strong tendency (and desire) to create long-term plans. These plans may outline activities more than of 18 or 24 months in advance, starting with the deployment of base infrastructure, through to the ...

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June 20, 2007 by James Robertson

Personalisation vs segmentation

'Personalisation' is a term very much in fashion at present. It is used by vendors to sell their products, and promoted by website and intranet managers as a way of delivering a brave new era of functionality. Separate from debates regarding the merits and approaches to personalisation, there is ...

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May 7, 2007 by James Robertson

Recordkeeping responsibilities on a single sheet of paper

With the move from paper to electronic documents, responsibility for recordkeeping within organisations has shifted to individual staff and away from centralised records management specialists. Much is made of the need for all staff to understand their recordkeeping responsibilities. To this end, many training and communication programs are conducted within government ...

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May 7, 2007 by James Robertson

Every intranet has its successes

Running an intranet can be a huge and thankless task. All too often, intranet teams feel that they have made little progress towards their long-term ambitions for their sites. While the success levels of intranets vary greatly, there are very few sites that do not contain at least a couple of ...

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May 7, 2007 by James Robertson

11 usability principles for CMS products

The functionality of the content management system (CMS) is obviously a key deciding factor when purchasing a new product. Equally important is the usability of the CMS. If staff, particularly authors, cannot easily make use of the CMS, then the system will never be a success, regardless of how powerful ...

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April 19, 2007 by James Robertson

Enterprise IA methodologies: starting two steps earlier

I've just had an article published on Boxes and Arrows titled Enterprise IA methodologies: starting two steps earlier. This follows on from my talks at both the IA Summit and Oz-IA events, and to quote: Information architects working within enterprises are confronted by unique challenges relating to organisational culture, business ...

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April 3, 2007 by James Robertson

Intranet teams must cover the three purposes

The earlier article Three fundamental purposes of an intranet identified that there are three main aspects that must be addressed for an intranet to be successful: content communication activity Content refers to the traditional role of the intranet as a repository of corporate information, while the intranet can also be an effective communications channel, ...

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April 3, 2007 by James Robertson

Three fundamental purposes of an intranet

Intranets often focus on one or two key aspects, depending on who is running the site. The intranet maybe established as a communications channel, or as a repository for corporate content. When tackled in this narrow way, intranets often struggle to be sustainable and successful in the longer term. To be ...

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April 3, 2007 by James Robertson

Building innovative intranets

The concept of innovation, and the advantages it can deliver, have come to the forefront in many organisations. With organisations as recognising that market opportunities can be generated through business innovation, it is natural to ask whether the intranets that serve these organisations can themselves be innovative. In many ways, it ...

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March 6, 2007 by James Robertson

Intranet benchmarking for free

It can often be hard to assess where your own intranet is up to. By definition, other organisations" intranets cannot be seen, and there are few absolute measures to assess intranets against. A strong desire remains, however, to clearly assess the intranet"s strengths and weaknesses, and to gain some insight into ...

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March 6, 2007 by James Robertson

There are no “KM systems”

With the rise of knowledge management as a discipline, vendors increasingly rebranded their products as 'knowledge management systems' (KMS). While this was a convenient label to cover a broad range of functionality, the use of 'KMS' as a term has caused considerable confusion. For this reason, this briefing will argue ...

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March 6, 2007 by James Robertson

The importance of ‘tangible’ and ‘visible’

Intranets are often invisible tools within organisations. While staff rely on the intranet to help them complete common tasks, the site itself is taken for granted. The intranet team is similarly low in visibility, with little senior management recognition of the team or its role. The net effect is that ...

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February 13, 2007 by James Robertson

Search doesn’t work out-of-the-box

Search is broken on many websites and intranets. Search results pages are confusing and cluttered, and users can't easily find what they are looking for. It is tempting to think that this is a technology problem. Certainly, if there is a very old or very limited search engine in ...

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December 12, 2006 by James Robertson

Plan before CMS implementation

It would seem to be a statement of the obvious that organisations should do their planning before embarking on the implementation of their new content management system (CMS). Yet all too often this doesn't occur. Let's state this more strongly: the day after the contract is signed with the CMS vendor, ...

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December 12, 2006 by James Robertson

Usability and IA are core skills for intranet teams

It goes without saying that an intranet is only successful if staff can easily find the information they need, when they need it. Recognising this, the majority of intranet teams follow a 'user-centred methodology' when they redesign the intranet. This involves making use of core usability and information architecture ...

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December 12, 2006 by James Robertson

Top 10 mistakes when selecting a CMS

Organisations often make the selection of a CMS much harder than it needs to be. They do this by running into common pitfalls that impact not just on the selection process, but on the overall success of the CMS project. Over the past ten years, we have worked with many organisations ...

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November 7, 2006 by James Robertson

Intranet as a mirror to the organisation

Every organisation has a unique mix of culture, business processes, history, technology and strategic directions (to name but a few factors). When it comes to intranets, it can then be said that they hold up a mirror to the organisation. To put it another way: the most successful intranets ...

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September 30, 2006 by James Robertson

Separate design and the CMS

There are two major elements to most web redevelopment projects: the redesign of the existing site, and the selection of a new (or replacement) content management system (CMS). These two elements reflect the underlying issues that typically drive web projects: the problems with the structure and content of the published site, ...

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September 30, 2006 by James Robertson

The enemy of intranets is apathy

Many intranet teams see themselves as battling resistance to change when attempting to grow the intranet or deliver new functionality. The challenge is perceived as overcoming these barriers to a successful intranet. In practice, though, the real enemy of intranets is apathy. While at some level the organisation (and staff) recognise ...

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September 13, 2006 by James Robertson

Monthly intranet tasks

The intranet is not a one-off project. Instead, it must be supported by an ongoing process that ensures that the site continues to be effective. Beyond this, the intranet must also grow to match the ongoing evolution of the organisation that it serves. In practice, there are a wide range of ...

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September 13, 2006 by James Robertson

Creating an “intranet concept”

Intranet teams need to be clear on where they are heading, and what they will deliver. Typically, this involves writing either a bullet-point list of goals or a 20-page intranet strategy. In practice, the list of goals is too short (and too abstract), while the intranet strategy documents are often wordy ...

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August 18, 2006 by James Robertson

Design intranets all the way to the bottom

Intranet redesigns are not small projects. There is a significant amount of design, usability and information architecture work, not to mention the laborious content migration process. What is launched is almost certainly an improvement on the old intranet, but the question must be asked: how much of an improvement? In ...

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August 18, 2006 by James Robertson

Login to the intranet

A very simple but very effective improvement to the intranet is to ensure that all staff login to the site in order to use it. This allows a number of immediate benefits to be offered, as well as providing a foundation for future enhancements. That this is worth mentioning is an ...

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July 5, 2006 by James Robertson

Five key intranet policies

Most intranets have some form of policies and procedures, typically focusing on authoring guidelines and standards. The question is: are these the right policies to have? In many cases, intranet teams have established policies that they find difficult to enforce, while missing the opportunity to develop policies that will be much ...

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July 5, 2006 by James Robertson

Intranets as a news channel

Improving the effectiveness of internal communications is often one of the key goals underpinning corporate intranets. In practice, this is often reflected in 'latest news' section on the home page of most intranets. While news on the home page is certainly widespread, the question needs to be asked: how effective ...

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June 2, 2006 by James Robertson

Create a strong intranet brand

The intranet needs to have a strong brand, a sense of identity that, at a basic level, distinguishes it from the public website and other information sources within the organisation. Beyond this, the intranet brand should be designed to build staff trust, and to convey a clear sense of what ...

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June 2, 2006 by James Robertson

When intranet discussion forums work

Intranet discussion forums are an often used mechanism within organisations. While they are implemented using a variety of tools and technologies, they all serve the same basic purpose of supporting communication and discussion. In practice, however, many discussion forums fail to prosper, with few (if any) posts being made ...

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May 6, 2006 by James Robertson

Podcast on how to start a content management project

Well, I'm excited! Rahel Bailie has recorded my first podcast on selecting a CMS. To quote: James Robertson, internationally-known head of Australia's Step Two Designs, speaks frankly about a good starting point for content management implementations. Robertson asserts that a content management system solves no problem. To be honest, it's weird ...

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May 5, 2006 by James Robertson

10 words to describe successful intranets

Innovative Trusted Productive Useful Pervasive Usable Essential Collaborative Coherent Strategic [CM Briefing 2006-08, read the full article]

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May 5, 2006 by James Robertson

Nine ways to fix intranet search

Search is often the greatest source of frustration on intranets. Irrelevant results, hard to read results pages and 'untitled document' entries plague many intranet searches. With the size and scope of most intranets, search is a key tool used by staff to find information. While the expectation is that it should ...

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April 6, 2006 by James Robertson

CMS vendors are evaluating us

When organisations are looking for a new content management system (CMS), the selection process is designed to evaluate all the offerings in the marketplace to find the product that is the best fit to the organisation's needs. Requirements are documented, and vendors asked to provide written responses, give demonstrations, and provide ...

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April 6, 2006 by James Robertson

Obtain search in your CMS?

Organisations are looking for a wide range of capabilities when selecting a new content management system (CMS), and search is often one of the desired features. Almost every site requires a search tool, whether it

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March 2, 2006 by James Robertson

Intranet authoring: a hobby?

The goal of many intranets is to deliver high quality, up-to-date, accurate and useful information to staff. In practice, however, this can be challenging to achieve. Much is expected of intranet authors, and they are vital to delivering an intranet that is useful (and used). Yet, in many cases, ...

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March 2, 2006 by James Robertson

Leadership tips for intranet teams

Intranets require strong leaders if they are to be more than just publishing platforms for occasionally-used information. The intranet team must take on this leadership role, and drive the evolution and enhancement of the site. This is not an easy role for some intranet teams to play, but ultimately it ...

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February 1, 2006 by James Robertson

Intranet managers must be managers

While intranets often have someone appointed as the intranet 'manager', do they spend their time actually managing the site, or publishing pages? Observing many organisations and intranets, one of the critical success factors is to have an intranet manager who is free to focus solely on the management of the site. ...

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February 1, 2006 by James Robertson

Taking a business-centric approach to portals

Enterprise portals (generally known as just 'portals') rose to prominence several years ago. Complementing or replacing earlier technologies, portals promise to deliver a more coherent information management platform, and a more seamless user experience for staff. Now that the early hype has died down, it is not surprising to find that ...

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November 30, 2005 by James Robertson

Managing key information

When planning an information management strategy, there can be an overwhelming volume of documents and other content to address. Within even a single business unit of a typical organisation, thousands of documents are created in a given year. While it would be desirable to have all of these managed to the ...

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November 30, 2005 by James Robertson

Good search is knowledge management

One of the key goals of knowledge management is to ensure that staff have the information they need, at the time they need it. What has often been overlooked is that effective search can play a key role in meeting this need, beyond just allowing staff to 'find stuff'. Implementing ...

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November 30, 2005 by James Robertson

The “all together” rule for intranets

The primary purpose of intranets is to support staff in doing their jobs, to help them complete common business tasks. In practice, however, this can be very frustrating on many intranets. Policies are located in one section, procedures in another section, and forms in a third. Information then needs to ...

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November 1, 2005 by James Robertson

Search engine ‘best bets’

Much can be done to improve the quality of search results. No amount of tweaking of metadata or search configuration will, however, ensure that the most relevant results always appear at the beginning of the list. This is where search engine 'best bets' come in. These are a hand-created list of ...

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November 1, 2005 by James Robertson

Meeting your intranet users

Intranets serve a diverse range of users in organisations, from staff in head office to those in regional offices, or on the front line. These users are not all the same, and do not have the same needs, issues or environment. A key principle for intranet teams is therefore: ...

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November 1, 2005 by James Robertson

10 principles of effective information management

Improving information management practices is a key focus for many organisations, across both the public and private sectors. This is being driven by a range of factors, including a need to improve the efficiency of business processes, the demands of compliance regulations and the desire to deliver new services. In many ...

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October 5, 2005 by James Robertson

Providing intranet access to records

Many organisations are attempting to clarify the relationship between the corporate intranet, and their document/records management system. While this is a broader issue of information management with an organisation, there are some short-term activities that can be taken to create a working relationship between these two platforms. This briefing outlines a ...

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June 1, 2005 by James Robertson

Spending patterns during CMS implementation

My second CM Briefing for June looks at the spending patterns during CMS implementation. To quote: There are three clear phases to the adoption of a content management system, of which the initial implementation is just the first step. The activities and spending patterns during these phases needs to be ...

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June 1, 2005 by James Robertson

Intranet teams: survey results and key findings

This month's KM Column article will be of great interest to anyone involved with intranets, as it provides the results of a survey into intranet teams. To quote: By definition, intranets are located within organisations, unseen by the outside world. As a result, little is generally known about corporate intranets, ...

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May 2, 2005 by James Robertson

Paradox of delivering to isolated staff

My second CM Briefing for May looks at the paradox of delivering to isolated staff. To quote: Staff in geographically isolated locations are most reliant on information sources such as intranets. In practical terms, however, these staff are the hardest to reach. This is a central paradox for intranets, and ...

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May 2, 2005 by James Robertson

Two types of in-bound call centres

The first of my two CM Briefings for May explores the two types of in-bound call centres. To quote: Call centres are often classified as either in-bound centres that receive calls (to provide customer service or support) or out-bound centres that make calls (as part of a sales process). Looking more ...

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April 4, 2005 by James Robertson

CMS interoperability?

My KM Column article for this month explores the topic of CMS interoperability. To quote: While the goal of interoperability between content management systems (CMS) is an important one, it is limited by the lack of standards relating to content management. At present, there are a range of narrowly-focused specifications ...

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March 1, 2005 by James Robertson

Creating an upwards spiral for your intranet

The second CM Briefing for March looks at how to create an upwards spiral for your intranet. To quote: Many intranets are trapped in a 'downwards spiral': process and resources issues lead to poor-quality content, which reduces trust, which leads to more problems, and so on. If intranets (and intranet teams) ...

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March 1, 2005 by James Robertson

Three levels of information management

The first of my CM Briefings for March looks at the three levels of information management that exist within organisations. To quote: When developing an information management strategy within an organisation, it is useful to consider information needs on three levels: corporate team, division, business unit, etc individual The needs of each of these ...

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March 1, 2005 by James Robertson

Online staff directories: survey results and key findings

My KM Column article for March explores online staff directories, presenting the results of a survey conducted last year, along with the key findings from additional research. The list of key findings: Include more than just phone numbers Provide an effective quick search Deliver a dynamic organisational chart Provide self-service capability Usability test the ...

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January 31, 2005 by James Robertson

Is workflow the wrong metaphor?

The second CM Briefing for February asks the question: is workflow the wrong metaphor? To quote: While workflow is a key component of content management systems (CMS), the unspoken truth is that workflow often fails (or is only moderately successful) in most organisations. This briefing explores the reality of workflow in ...

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January 31, 2005 by James Robertson

How staff look for documents

The first of February's CM Briefings explores how staff look for documents. To quote: In the earlier article Rolling out a records management system, three critical success factors were identified: the software, classification scheme and message. This briefing focuses on a specific aspect of document management, records management and ...

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January 31, 2005 by James Robertson

Step-by-step: implementing online forms

My KM Column article for February (released a day early) covers implementing online forms, in the context of a corporate intranet. To quote: Online forms should be a key component of all corporate intranets, as they deliver clear productivity benefits and cost savings. Few organisations, however, have taken the next ...

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December 6, 2004 by James Robertson

Who should own the intranet?

My CM Briefing for this month discusses who should own the intranet. To quote: One of the first challenges when establishing an intranet is to determine who should have overall ownership of the site, and where the intranet team should be located. While the responsibility for driving the intranet must ...

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