Upload
t-kim-nguyen
View
1.217
Download
2
Tags:
Embed Size (px)
DESCRIPTION
by Nathan Van Gheem and T. Kim Nguyen -- Tools and ideas to make your intranet viable and relevant, bringing users back to it day after day... without flogging!
Citation preview
Killer Workflow Apps! Get Rich Quick With an
Intranet!Nathan Van Gheem -- Wildcard Corp.
T. Kim Nguyen -- U of Wisconsin Oshkosh, PloneEdu.org
What We'll Cover
● How is an Intranet different?● Features to drive repeat visits● What is a workflow application?● Example workflow apps● Workflow app design tools & demo
How is an Intranet Different?
● Used for communication, collaboration● Content rich vs. glitz● Dynamic interaction to drive repeat visits● User customization ("portal")
Features to Drive Repeat Visits
● Content is king○ highlight new; ratings; suggestions
● Intuitive navigation● Interactive, dynamic content● Forms ● Workflow apps
Content
Organized hierarchically, by org unit, eg.:● HR● Administrative Services (business office)● Facilities Management (work orders)● Library● Information Technology (support, policies,
requests, projects) Work with small "curator" groups; training; meetings
Navigation
● Make it the default home page for browsers● Quick links to commonly accessed info● Prominent search box ● Have a dual navigation structure:
● by hierarchy/org units● by role or job function ("lenses")
Dual Navigation
HR
Accounts
Library
Staff Students
Navigation by Role/Job Function
● Faculty○ Department chairs○ Tenure-track○ Adjunct Instructors
● Staff○ Administrative assistants○ Classified staff
● Students○ Junior, senior, etc.○ Student employees○ Students living in residence
Interactive, Dynamic Content
● discussion forum (integrated with email lists)● uwosh.meeting● jarn.xmpp.* collaborative editing and real
time chat● "to do" checklists, issue/request trackers● email notification on changes● enable commenting● project / group work spaces● social (follow someone / group / keyword)
User Customization
● flexibility for gaps in fixed navigation● pinning content● dashboard, group dashboards
○ need AJAX and more functionality from anz.dashboard, collective.idashboard, ftw.dashboard.* to get into Plone roadmap
Forms
At UW Oshkosh, online PloneFormGen forms address these issues:● forms are always current ● there is one consistent way to fill them out● can prefill names, email addresses, LDAP
directory data if login required
Workflow Applications
"Online forms plus backend multi-state business processes":● Save staff time, paper; accelerate business● Business process illumination
private pending publishedsubmit publish
Some Workflow Applications
● Office of International Education study abroad: saved half a staff person's time
● College of Business internship program● Add/drop card● Personnel transaction form● Travel expense form
Workflow App Design Tools
● plone.app.workflowmanager● uwosh.northstar● PloneFormGen● uwosh.pfg.d2c● dexterity● collective.pfg.dexterity
The Plone Workflow Manager
Walkthrough
● create workflow● create form● add save data to content adapter● apply workflow locally● create type● apply workflow through workflow manager
Create workflow
Create form
Apply local workflow policy
Create type
Assign workflow to type
● Placeful content types with uwosh.pfg.d2c● allow any user to create pseudo content type● Dexterity is full-fledged available anywhere
content types● fill dexterity content with ploneformgen
submission● generate product from TTW design
Other related cases to think about...
● more UI help for creating & adding a workflow policy "here" without having to bounce around Site Setup or ZMI
● adding metadata & indexes to portal_catalog● workflow queue management: alerts, manual
overrides, manager station
Future Directions
Killer Workflow Apps! Get Rich Quick With an
http://nathanvangheem.com
[email protected]://uwosh.edu/plone
http://ploneedu.org