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CW Bulletin is the e-newsletter supplement to CW magazine. Sent each month to all members, every issue of CW Bulletin presents articles, case studies and additional resources on timely topics in communication.

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Seven Steps to Employee Portal Nirvana (Or at Least a Portal That Really Works)

By Michael Rudnick

 

Confusing. Frustrating. Underutilized. Time-consuming.

If you are like most communicators, these are just some of the words that come to mind when thinking about your organization’s employee portal. Intranets and employee portals have long been plagued by numerous challenges, including limited funding, poor navigation, content overload and changing technology. Add in growing user expectations, disengaged executives and differing opinions about what portals are and how they deliver tangible value, and it’s no wonder they are such sore spots for communicators.

Fortunately, almost 10 years after the birth of the web browser, it’s becoming easier to do portals right. By applying the seven strategies outlined below, organizations can effectively and efficiently transform their aging “Y2K-era” intranets into productive, streamlined and valuable employee portals.

1. Build the business case. Prioritize, prioritize, prioritize. While this may sound obvious, in the grassroots-driven rush to build portals in the late 1990s, too few organizations made the necessary effort to really understand and determine the metrics to track the tangible benefits of an intranet. They also did not acknowledge the need for and resource implications of a phase approach for growth and expansion.


Related Links

Implementing E-Portals
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Where to Begin
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Only Staff Buy-In Can Make Your Portal Fly
If employees don't use it, your corporate portal will be a waste of money. Here are some success stories.

When business cases were developed, they were usually fairly simple, focusing mainly on reducing communication costs, increasing awareness of communication and providing basic HR employee self-service. Most companies took a “big bang” approach, giving little attention to the prioritization of new content, applications, resources and focus. Today however, even the most robust of these Y2K-era business cases are long since outdated. In addition to the obvious changes in the business environment and technology, dramatic changes in user needs, expectations and the availability of multiple streams of user feedback—qualitative, quantitative, log analysis, etc.—mean that organizations must revisit their business cases annually to ensure that they reflect current business needs and the evolution of the intranet itself.

2. Gain strong senior management support. Inadequate business cases that fail to connect the intranet to business objectives, poor measurement data and insufficient data analysis indicate that few senior executives understand the true benefits of employee portals. Too often, they see the intranet as a handy communications channel or a glorified electronic newsletter that consumes financial and other resources, rather than a productivity tool that delivers value.

In order to remedy this problem, communicators must take the time to develop a compelling business case for existing and future portal operations to get real buy-in at the top. Ongoing support requires regularly measuring the investment and quantifying the benefits in terms that are meaningful to top management. Until senior executives champion the effort with more than moral support, intranets will not provide organizations with value and employees with acceptable user experiences.

3. Keep pace with changing user expectations. Familiarity with web-based tools and transactions has grown rapidly in recent years, from Orbitz for travel arrangements to eLoan for mortgages, iTunes for music and Amazon for shopping. Employees are living their lives and conducting personal business through the web at unprecedented levels, and they expect the same level of features, flexibility and value from their intranets at work.

For internal communicators, the message is clear: Follow the lead of major Internet sites, and create a user-centric experience for employees. Begin with the basic foundation of every successful e-Commerce site—personalization. This core component of every portal eliminates the need for employees to constantly reenter login information. It also allows them to receive filtered content that eliminates irrelevant information (e.g. the display of employee benefit options in California when the employee is actually located in New York) as well as content based on pages viewed or questions asked.

4. Manage the politics. When it comes to the intranet, it’s clear that communicators have a tough role. Wearing multiple hats, they act as corporate homepage managers, content creators, content wranglers, corporate-wide strategic intranet leaders and visionaries. These roles are highly visible and therefore, always political.

The best portals are those that are built and managed by cross-function teams with clearly defined roles and responsibilities and a common goal of creating a satisfying user experience. This clear delineation prevents turf wars, reduces redundancy and increases efficiency.

Assigning the right people to the right tasks is essential. Cross-functional cooperation is vital and communicators should provide input into the technical direction by defining the business requirements and working with the technical staff to select the appropriate solution. Communicators should focus on the user experience, content, rollout and ongoing end-user communications while allowing IT to take responsibility for programming, hosting, security and software maintenance.

5. Create sound governance structures. Everyone wants a say in content development, but no one wants to be responsible. Add in traditionally weak requirements for updating and managing portal content, and it’s easy to see how portals wind up drowning in redundant, outdated, confusing or irrelevant information.

Solutions to the governance problem include

  • Mapping the current process to determine how (and by whom) content is developed
  • Articulating clear business goals for the portal
  • Creating 12-18 month roadmaps to reach the goals
  • Clearly defining content-related roles and responsibilities
  • Establishing accountability and metrics for tracking.

6. Think big. But start small and scale up. In the case of employee portals, the practical aspects of deployment mean that bigger is not better. By starting small and scaling up, organizations can build and test their processes in a more controlled atmosphere. Taking an incremental approach also builds in flexibility so the portal can be adjusted to reflect shifting business realities.

7. Take the long view. Despite some doubts after the dot-com crash in 2001, the web is here to stay. So employee portals should be viewed as a permanent part of the workplace, rather than a project with specific start and end dates. Portals can evolve on their own, sapping precious resources and confusing employees and management alike, or they can be proactively managed to deliver tangible, competitive value to organizations.


The Bottom Line


Finding employee portal nirvana has been elusive, but by applying knowledge and wisdom accumulated over the past several years, organizations can move much closer to the ideal. The strategies that every organization must consider as they strive to achieve the perfect employee portal are building and proving the business case, engaging senior leaders, resolving turf and governance issues, and taking an incremental, long-term approach.

 


Michael Rudnick is the National Intranet & Portal Practice Leader at Watson Wyatt.