Solution Requirements
This consulting company wants to implement a portal that allows them to collaborate in teams, gathers information from their various data sources, and helps them to make informed decisions. In addition, it is really important that this solution help them to reduce the variations on their core document templates so that customer deliverables are prepared consistently.
Table 21.1 outlines the specific requirements that the solution must satisfy for the portal to be considered a successful implementation.
| Requirement | Goal | Audience |
|---|---|---|
| Collaborative spaces must be easily instantiated for projects and corporate initiatives. | Enhanced team communication | All |
| Place for community and unstructured collaboration. | Enabling free-thinking communities and communication | All |
| Consultants need to be able to find collaborative spaces for their specialty. | Reuse of corporate assets | Consultants, Executives |
| Sales team must be able to share leads and track sales progress of items in the pipeline. | More efficient sales process | Sales, Executives |
| Project documentation needs to have specific format and latest template applied. Template must be in a location that can be easily updated. | Consistent deliverables | Consultants and PMs |
| Project managers need to have a central view of all active projects and their status. | Ability to see and track active projects | PMs |
| Executives must be able to see sales pipeline and project status overall for each consulting group. | Ability to drive project resource decisions | Executives |
| Project managers must be able to see invoice status on projects. | Accurate communication with clients | PMs |
| Accounting department needs to have invoices and hours billed in one interface. | Integration of data sources so that profitability can be measured | Accounting, Executives |
| Resource managers need to be able to view the workload for job descriptions throughout the company. | Resource management forecasting | Resource Managers |
| Existing file shares need to be indexed so that posted materials are available. | Reuse of corporate assets | All |
| Portal content needs to be available when employees are not on the corporate network. | Availability of data when consultants are working at customer site | All |
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