Portal Design Worksheet
Use the Portal design worksheet to assist you in creating a Portal.
Before creating a Portal, you should ask yourself some basic questions to help drive the design.
|1.||Who is your audience (in other words, who are your customers)?|
|a.||Are your customers internal employees? External? Both?||
|b.||Are your customers experienced? IT personnel who can complete tasks by themselves? Novice customers who need guidance? Both?||
Expose customers only to the information they need.
|c.||Do your customers have different interests (different teams/different responsibilities (example: General Status for Managers, Requesters of IT.)|
|d.||Are your customers international?|
|2.||What will your customers need to do in the Portal?|
|a.||Will your customers view/monitor data (reports, dashboards)? Interact with data (Action Catalog/create Incident or Service Request)? Both?|
|b||What activities do your customers need on a site (example: run a report, create an Incident, access documents (doc repository)?||
|c.||Will your customers need searching capabilities?|
|d.||Will your customers need to access documents?||
|e.||Will your customers need to access other websites?|
|3.||Will your customers need access to data other than their own?|
|a.||Will your customers need to view/edit other customers' records?||
|4.||Will different customers need different security?|
|a.||Will you allow customers to access data without logging in?||
|b.||Will you require a login?||
|c.||Will some customers need view-only rights? Will some need edit rights?||