PDMA IT Projects

splattersquadΑσφάλεια

16 Νοε 2013 (πριν από 3 χρόνια και 11 μήνες)

107 εμφανίσεις

PDMA IT Projects

1

Agenda

1.
Guidelines for System Selection

2.
Approach for new Library and Collaboration
Systems

3.
Feature Sets

4.
Information Flow Options for Webinars

5.
Status and Plans

6.
Next Steps

2

Guidelines for System Selection

1.
Low Cost (Licensing, Hosting, Maintenance, Customization)

2.
Proven Solution with similar Organizations

3.
'Time to Market'


Prototype / Initial System usable in a
month

4.
No Development necessary to deliver initial features (only
configuration)

5.
Potential to be the permanent Solution / ‘No Dead
-
End’

6.
Open / No Vendor Lock
-
in

7.
Commercial Hosting Service (SAAS) available

8.
Has available Hooks to the other Solutions

3

PDMA.org


Functions: Marketing, Certification,
Shopping, Association Management
(Members, Events, Marketing, etc.)


Audience:


Front
-
End: (Non
-
) Members


Back
-
End: Staff / Volunteers

PDMA Documentation


Functions: Wiki, Documentation Site


Audience: Staff / Volunteers
(Members and Non
-
Members)


Content: Live, unfinished
Documents, being worked on by
multiple Individuals sporadically

SPIN / Communities


Functions: Webinar Registration ,
Access to Library, Content ‘Shop’,
Social Networking, Blogs, Forums,
Ad
-
Hoc Groups


Audience: (Non
-
) Members


Content: Events & ‘Daily Chatter’

PDMA Archive


Functions: Library, Archive, Source
for Syndication to 3
rd

Parties (“The
Lake”)


Audience: Staff / Volunteers


Content: Documents, Multi
-
Media,
permanent, large Storage, superior
Search , Categorization, and Tagging

Ex.: References to
Forum Discussions

Ex.: References to
Events or Blogs

Ex.: Discussions on
Documents

Ex.: Webinars,
Articles, Pictures,
Documents
(
ByLaws
)

Ex.: Finished
Documents (BOK
in .
pdf

Format,
ByLaws
)

Ex.: Search,
Browse, and Insert

Ex.: Member
-
contributed
Pictures & Videos

Ex.: Help Pages,
How
-
To, Policies

Ex.: Blog Contents

Best
-
of
-
Breed Approach

4

Interaction Ideas (just that


Ideas)

PDMA Archive

Academic

Reference Library

Affiliates

?

BOK

Archival and Syndication of BOK

Certification

Source Material for Certification

Chapters

?

Conferences

Source of additional Revenues

Marketing

Source of additional Revenues

Membership

Value to Membership

New Products

Advertise New Services

Publication

Source of additional Revenues /
Permanent Storage of Publications

SPIN / Communities

Academic

Form Groups around Research Interests

Affiliates

Chapter and Functional Groups

BOK

Solicit Input from Membership

Certification

Discuss Certification Content

Chapters

Chapter and Functional Groups

Conferences

Social Networking Pre
-
/Post
-
Conferences

Marketing

Sell Webinars

Membership

Value to Membership

New Products

Ad
-
hoc Groups are Sources of SIGs

Publications

Sell (Re
-
) Publications

PDMA.org

Academic

Advertise Research Forum

Affiliates

Member Sign
-
up and Renewal

BOK

Sell BOK

Certification

Advertise / Manage Certification

Chapters

Event Management

Conferences

Advertise Conferences

Marketing

Attract Prospects

Membership

Sign
-
up and Renew Members

New Products

Advertise New Services

Publications

Sell Books and Manage Newsletter

PDMA Documentation

Academic

?

Affiliates

Collaborate on Docs., Policies & Proc.

BOK

Write the BOK

Certification

Collaborate on Docs., Policies & Proc.

Chapters

Collaborate on Docs., Policies & Proc.

Conferences

Collaborate on Docs., Policies & Proc.

Marketing

Collaborate on Docs., Policies & Proc.

Membership

Collaborate on Docs., Policies & Proc.

New Products

Collaborate on Docs., Policies & Proc.

Publications

Collaborate on Docs., Policies & Proc.

5

PDMA.org


Functions: Marketing, Certification,
Shopping, Association Management
(Members, Events, Marketing, etc.)


Audience:


Front
-
End: (Non
-
) Members


Back
-
End: Staff / Volunteers

PDMA Documentation


Functions: Wiki, Documentation Site


Audience: Staff / Volunteers
(Members and Non
-
Members)


Content: Live, unfinished
Documents, being worked on by
multiple Individuals sporadically

SPIN / Communities


Functions: Social Networking and
Collaboration, Forums, Ad
-
Hoc
Groups, Project Management, Chat,
Access to Library


Audience: Members
-
only


Content: ‘Daily Chatter’

PDMA Archive

for Syndication to 3
rd

Parties (“The
Lake”)


Audience: Staff / Volunteers


Content: Multi
-
Media, Permanent,
large Storage

Status

Prototype (
Drupal
)

Prototype (Alfresco)

In Place since 2008 (
Mindtouch
)

Enhance as needed (2007
-
2012?)

6

PDMA Archive

Feature Set


Easy Uploading (MS Office Integration)


Easy Categorization and Tagging


Automatic Meta Data Extraction


Transformations into other Formats (.
pdf



.
swf
)


Document
-
Level Access Control


Syndication by multiple Methods


Workflow Support for Approvals


High Storage and Robust Backup Capabilities

7

“It’s Not a Website”

(*) See Wiki for Details

Content Store


Webinar Registration


(Webinar Delivery)


Promotion of Archived Content
(Articles, Presentations,
Webinars, Audio, etc.)


Sale of Archived Content


Delivery of Archived Content


Use of
Userpoints

for Store
Purchases


Search for Content in
Archived, Social Networking
Content, and Web


Site Ad Sales and
Administration

Social Networking


Phase I


User management


User profiles


Roles and access control


Configurable group, project,
team or community areas


Blogs


Discussion forums


Administration of
Userpoint

System


Phase II


Multi
-
Lingual


SPIN / Communities

Feature Set

8

Live Event Registration

Information Flow


For Live Events, User Experience Expectations
can only be fulfilled by a dedicated Webinar
Platform


It is desirable to integrate dedicated Webinar
Platforms with the SPIN Infrastructure


The Passage of Registration and Event
Information is a critical Issue

9

SPIN Site


Hosts Landing Page


Administers Registration


Administers Checkout



(Archive Receives Recorded
Webinar)


Administers Registration &
Checkout for Recorded Webinars


Administers Playback of Recorded
Webinars from Archive


Captures Comments and Ratings

Live Webinar Host




Receives Registrations


Administers Webinar


Transmits Recorded Webinar

Live Event

Information Flow 1

10

Anything else FROM the Webinar Host?

SPIN Site


Hosts Landing Page





(Archive Receives Recorded
Webinar)


Administers Registration &
Checkout for Recorded Webinars


Administers Playback of Recorded
Webinars from Archive


Captures Comments and Ratings

Live Webinar Host


Receives Registrant


Administers Registration


Administers Checkout


Administers Webinar


Transmits Recorded Webinar

Live Event

Information Flow 2

11

Recorded Webinar Sales on SPIN

SPIN Site


Hosts Landing Page





Hosts Landing Page

Live Webinar Host


Receives Registrant


Administers Registration


Administers Checkout


Administers Webinar


Receives Registrant


Administers Registration &
Checkout for Recorded
Webinars


Administers Playback of
Recorded Webinars


Captures Comments and
Ratings


Live Event

Information Flow 3

12

How does SPIN receive Comments & Ratings?

Status and Plans

PDMA Documentation


Functions: Wiki, Documentation Site


Audience: Staff / Volunteers
(Members and Non
-
Members)


Content: Live, unfinished
Documents, being worked on by
multiple Individuals sporadically

PDMA.org


Functions: Marketing, Certification,
Shopping, Association Management
(Members, Events, Marketing, etc.)


Audience:


Front
-
End: (Non
-
) Members


Back
-
End: Staff / Volunteers

PDMA Communities


Functions: Social Networking and
Collaboration, Forums, Ad
-
Hoc
Groups, Project Management, Chat,
Access to Library


Audience: Members
-
only


Content: ‘Daily Chatter’

PDMA Content Repository


Functions: Library, Archive, Source for
Syndication to 3
rd

Parties (“The Lake”)


Audience: Staff / Volunteers


Content: Multi
-
Media, Permanent,
large Storage

Production

Pre
-
Production

Online Prototype

Offline Prototype

Q2
-
10

Q2
-
10

Q1
-
10

Q2
-
10

Q3
-
10

Q4
-
10


Re
-
Skin


Access Control


Orientation Sessions


Re
-
Skin


Limited Access


Hosting


Access to Library


Professional
Maintenance


Orientation Sessions


Hosting


Configuration


Access Control


Professional
Maintenance


Limited Access


Membership Access
(see above)


Content Syndication

13

Next Steps


Review Approach with


Similar Organizations, having had Success


Experts in Digital Asset Management and Online Publishing


Perform Due Diligence on MS
Sharepoint


Bring Prototypes Online


Test the Systems


Develop a Preference


Identify Development, Hosting, and Maintenance Partners



14

BACKUP

15

System Information Flow

16

PDMA.org

SPIN Site

Webinar Host

Archive

Documentation

Site

Directory
Server

Member Records,

Group Affiliations

Member Records,

Group Affiliations

Member Records,

Group Affiliations

Registrations

Recorded Webinar

Recorded Webinars

Articles

Presentations

Audio Recordings

eBooks

PDMA Communities

Gathering Point for PDMA Members

Establish PDMA Presence on Networks

Connect Members

Offer Members
-
only Networking with
all

PDMA Members

Re
-
Use Profiles

Provide Access to PDMA Content

Exchange Content with External Networks

Finding and Connecting Members

17

Does it have the Features we need Today?

If not, what does it take to add them?

What does the License Cost?

For 3,000 Members?

With PDMA Branding and Customization?

Without Foreign Advertising?

What if we want to move 2 Years from now?

PDMA Communities

Using Commercial Offering?

Organizing Groups

Flexibility

PDMA Communities

Presentation
Framework

PDMA Content
Repository

Industry Standard


Thousands of modules to choose from


Easy to theme


Fast, efficient development model


Multiple ways to update content


Robust business process engine


Extensible content model

(*) Slide by
Optaros
/Alfresco/
Acquia

PDMA Communities

Presentation Layer

PDMA Content
Repository

Archive

Open
-
Source System Options

(see Backup for Descriptions)

OAI, SRW/U

20

(*) No known Hook to a DAM or ECM

(**) See Backup for Details

(*)

Multiple Robust Choices exist (**)

IT DEVELOPMENT APPROACH

See more Details on

(
http://wiki.pdma.us/4_PDMA_Committees/IT_Committee/0_PDMA_De
velopment_Process
)

21

The Paradox

1.
PDMA wants to be seen as innovative and
using Best Practices in its Online Presence

2.
The number of members with the skill set to
develop and support an innovative IT
infrastructure is limited

Allow for volunteer leadership in the early stages of a new
system development, containing needs assessment,
prototyping, and initial launch, followed by a transition to a
professional hosting and maintenance vendor, with
volunteer supervision.

22

Process Objectives


Executable by Volunteers


Light
-
Weight Requirements Management


No hard Deadlines for occasional volunteers


No 'Process Binder‘: methodology is widely used in industry, not
proprietary with PDMA
-
specific terms


Interesting, career
-
enhancing projects, not repetitive 'grunt work'


Close Vendor Involvement


Frequent, small Deliverables


In
-
Person Contact


Easy on
-
boarding of new Vendors
-

No 'Process Binder’: methodology is widely
used in industry, not proprietary with PDMA
-
specific terms


Focus on Throughput & Quality


Generate Data to show Progress in both

23

Process Description


Follow SCRUM Methodology


3
-
Week Sprints with Vendor Deliverables


Volunteer Product Owners for the Major Systems


User Stories, rather than Requirements


Own Prioritization of User Stories


Available to Dev. Team for Clarification


Reports to IT Committee


SCRUM Master / Project Manager on Dev. Team


24

Simple, free Backlog Management

25

ITIL
-

Service Design
-

Processes (*)

Service Level Mgt

Agreeing and documenting
business focused SLA

Delivering Customer
satisfaction against SLA

Ownership of Service
Improvement Plan


Availability Management

Involved in solution design

Presents options and costs

Responsible for specific
aspect of service quality

Capacity Management

Involved in solution design

Presents options and costs

Responsible for specific
aspect of service quality

IT Service Continuity Mgt

Works within BCM

Identifies, quantifies risk

Proposes, implements
costed options

Maintains operational
preparedness

Supplier Management

Supports SLM :

Identifying and selecting
partners

Manages Contracts
Database

Manages partner
performance

Information Security Mgt

Defines and enforces IT
Security Policy

Ensures compliance

Monitors and manages
security risks and incidents

Maintains awareness

(*) Slide by Felix
Maldo
, Ltd.

26

Documentation Site

Mindtouch


MindTouch

resonates with open
source customers.
MindTouch

represents a strong offering in the
area of traditional collaboration and
has addressed the Social
Computing opportunity quite well.
MindTouch

benefits from being an
open source offering with a large
and active community behind the
product. Introduction of new
functionality is aggressive, as is
expected with an open source
offering. The open source
community support moves
MindTouch

into a very strong
position as a partner and provides
customers with a wide array of add
-
on and integration offerings.”


Forrester, Q3
-
2009

27

SPIN / Communities Site

Drupal


Drupal

offers a popular and
extensive open
-
source platform
with large high
-
profile deployments,
a very active developer community
with over 600,000 members, a
good track record of community
support, and a growing ecosystem
of service providers.”


Gartner,
Q3
-
2009





28

Applications


Community web portals


Discussion sites


Corporate web sites


Intranet applications


Personal web sites or blogs


Aficionado sites


E
-
commerce applications


Resource directories


Social Networking sites


Sample
Drupal

Sites:
http://www.youtube.com/watch?v=iA
YGVM4_QEE

Statistics


Used by more than 250,000
individuals and organizations
worldwide


Over two million downloads since
inception


More than 650,000 user accounts
have been created on Drupal.org


More than 2000 people have signed
up for developer accounts


4,335 Modules available for free


Acquia

Drupal

Distribution for Social
Networking


OpenPublish

Distribution for
Publications



Drupal



System Overview

http://www.drupal.org

29

Applications


Document Management


Web Content Management


Collaboration


Content Platform and Repository


Content Management
Interoperability Services (CMIS)


Records Management


Image Management

Statistics


Commercial Open Source


2 million downloads (*)


133,000 community members (*)


50,000 live sites


150 application extensions in forge


“has grown every quarter since its
formation in early 2005, with its last
quarter seeing a 30
-
percent quarter
-
over
-
quarter increase on an already
large base” (*)

Alfresco


System Overview

http://www.alfresco.com/

30

(*) http://news.cnet.com/openroad/?tag=bc

Alfresco Integration Options

FTP: Transfers files in and out of Alfresco
repository through the FTP protocol

CIFS: Maps the Alfresco repository as a local drive

WebDAV
: Connects to Alfresco repository though
the HTTP
-
based
WebDAV

protocol

Web Services API: Provides web services support
to connect to a repository using Java, PHP, and
.Net

based applications

Java API: Connects to Alfresco using the Java API

JCR API: Connects using the industry standard
JCR API

RESTful

Web Services: The Alfresco Web Scripts
framework provides an interface with zero
installation of client software

Microsoft Share Point Protocol: Connects to
Alfresco repository from Microsoft office
applications

Alfresco Surf: A collaborative web framework

CMIS: Content Management Interoperability
Service

RSS: Syndication of content

OpenSearch
: An open standards
-
based search
interface


31

More on
Drupal

/ Alfresco

A combination of
Drupal

and Alfresco is a good choice in
scenarios where there is a significant
amount of file
-
based content that requires services such as workflow, versioning, security,
check
-
in/check
-
out, but needs to be shared in the context of a community
. Alfresco acts as a
back
-
end content repository, and
Drupal

acts as a front
-
end presentation layer. Here,
Drupal

really
becomes equivalent, in terms of where it sits in the architecture and the role it plays, to traditional
portals such as
Liferay

or
JBoss

Portal.

It is difficult for other systems to access content in
Drupal

when it is running on a separate machine, as
compared to when it sits in Alfresco. There are
Drupal

modules that make it easier to syndicate, but
Alfresco is designed to expose content in this way. Once it is in Alfresco, content can be routed
through Alfresco workflows, and then be approved so that it is available to one or more front
-
end
Drupal

sites.

Content could come from a
Drupal

site, be persisted to Alfresco, routed around for editorial review, and
then made available.

Not all
Drupal

modules need to persist their data back to Alfresco. Things such as comments and ratings
will probably never need to be treated as real content. Instead of trying to persist everything, you
could either modify selected modules to integrate with Alfresco, or create new ones that work with
Alfresco. For example, you might want to have
Drupal

put file uploads in Alfresco instead of the local
file system. Or, it might make sense to have a "send to Alfresco" button that would send the current
node to Alfresco that is visible to certain roles.

You may also want to get some
Drupal

data from within Alfresco, or may want to tag objects using the
same set of tags that
Drupal

knows about, or may want to perform a mass import of
Drupal

objects
into the Alfresco repository. All of this is possible by integrating Alfresco and
Drupal
.


32