Project Initiation and Planning
- Project Start Meeting
- Project Plan
Product Orientation
Product Orientation is designed to ensure you have a deeper understanding of the Jadu Content Portal feature set and more fundamentally, how these features will help you deliver on your business objectives.
Product Orientation is run as a deep dive demo and discovery session, to help talk through features and how they relate to your business and processes, and impart some previous implementation knowledge to you along the way.
Moreover, Product Orientation helps you understand more about the product you are about to implement, its impact and how to align resources and ownership inside of your business.
The objective for orientation sessions is to provide you with in-depth product knowledge so you are positioned to make key, strategic decisions during implementation and help you document a long term rollout strategy of the platform.
Agenda
Typical Agenda for Orientation sessions:
- Introduction to the Jadu Control Center
- Categories and taxonomy
- Scheduled Tasks
- Web Templates and Stylesheet Manager
- Back end User Management & Roles
- Front end User Management
- Homepages and Widgets
- Form Builder Overview
- Form Actions / Rules
- Form Data Retention
- Key back office Integrations (such as Hyland Perceptive Content or Hyland OnBase)
- Worklist / Workflow approval process
- Brief Introduction to areas of platform extensibility
- Implementation overview
- Server requirements and Installation
- Team and required resources
- Project Management
- Certifications and End User Training
- Jadu Central releases and patch process
- How to leverage Account and Technical Support and the Jadu Library
- Questions & Answers
Project Start Meeting
The Project Start Meeting (PSM) is the start of the first major phase of the implementation process. During project start, ALL areas of the project should be discussed. The outcome of the PSM is to ensure all stakeholders involved in the project have a clear understanding of key deliverables, phases of the project and key resources that will be required.
Following the PSM, a project plan is produced taking into account any additional actions from the PSM.
Note for Partners: Jadu has a templated PSM slide deck that can be used and tailored with the customer information prior to presenting with the customer.
Project plan
A project plan will be provided following the PSM detailing the key activities, dependencies, resources and start / end dates of tasks.
The plan will include multiple streams of work happening in parallel. For instance, while the infrastructure is being set up the design phase will also be progressing in the background. This helps to ensure the most efficient, and shortest, timeline possible without compromising on quality or missing key steps.
Please note in order to commit to the plan, required resources from all parties must be secured - including checking date availability with Jadu for tasks that require Jadu resources (e.g. setup and installation).
Note for Partners: The templated project plan can be used as the foundation. You can add and remove tasks as required based on each project's different nuances.
Project Team: Setting up for Success
Implementing Jadu Content Portal is an initial project delivering the framework for digital service delivery.
Jadu Content Portal, like any enterprise information system is more than just a software product. The platform requires skilled implementation by a trained, experienced technical project team. Jadu and its implementation partners offer professional implementation services to install, configure and train your team - however your organization needs to make the investment in resources to get the most value from the platform.
Jadu Content Portal requires a team to support its administration, maintenance, upgrade and overall management. Most will have a web team and IT team capable of managing the implementation of Content Portal.
Since Jadu Platform is a ‘low code’ system out of the box, the management and administration (building of eforms and publishing of portal pages) can be managed by a mix of IT, web and business analyst teams.
Roles in the team broadly break down like this:
- Project Manager: An experienced, certified Project Manager with waterfall and/or Scrum skills and a proven experience of IT and enterprise Software project delivery
- Business Analyst: one or more business users experienced in process design and mapping, good at working with people and processes
- SysAdmin: network engineer(s) experienced in building and maintaining servers and applying software update patches. Since Jadu Content Portal is a continuously released product, you will need to ensure that the system is updated on a frequent schedule, we recommend at the very least, quarterly (every three months)
- Web professional: A digital team, web manager, website administrator will need to assist in the branding of templates if you wish to do more than apply a basic theme (as comes out of the box). If you have a highly skilled web design / developer resource we strongly recommend a certified Jadu developer training course to obtain certification in developing for the Jadu platform
- Trainer: One of the team will be an experienced software trainer. Jadu can train the trainer so that knowledge of the platform can be disseminated throughout your organization
If you are an organization implementing Content Portal as part of an ECM (Enterprise Content Management) platform, you will also need your ECM administrator involved in the project. This is to ensure that connectivity to the ECM system APIs and WebServices are established and stable and that any workflows that are developed in the ECM system, are well designed, maintained and documented.
Integration and Integrated Components
Jadu Content Portal is a low-code solution that uses logic based on ‘IF THIS, THEN THAT’ to build rules into eforms. The key attributes for a successful implementation are logical and analytical thinking; attention to detail; and an aptitude for simplicity in process design.
The power of Jadu Content Portal is the flexibility that its rules engine brings; an awareness that this also could allow unnecessary complexity to be introduced is important. As Uncle Ben in Spiderman says:
‘With Great Power comes Great Responsibility’
Authentication Adapters for Single Sign In
Jadu Content Portal features CAS out of the box and also features a framework for single sign in that supports OAUTH 2.0 and ADFS (Active Directory / LDAP) for single sign in authentication. This is enabled by a certified Jadu developer in addition to the purchase of an authentication adapter from Jadu.
As you will discover, Jadu Content Portal can also be extended to integrate with a host of other systems. eForms data can be pushed into back office systems such as ECM, ERP, CRM and workflow solutions for example, through the use of ‘connectors’ and ‘integrated’ form components can pull data into a form too. Likewise, additional Portal page ‘Widgets’ can be developed to promote content / data from third party systems to your portal users. Such activities would require development and assistance from a certified Jadu developer (developer certification programs are available from Jadu as a professional service).