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Thank you for reading this paper. We hope it will give you useful input to accelerate your portal project. The paper includes both functional as well as technical content: if you are primarily interested in technical information, feel free to skip ahead.
Introduction to web portals Web portals, today Why use a portal? Why do people like iGoogle and My Yahoo? Portals for corporate use Portal examples News portals Customer self service & support Finance portals Partner or agent portals Product portals Portal anatomy & functionality Gadgets Boards Catalog browser Chrome & themes Personalization Portal architecture & requirements Overview Architectural features Architectural comparison Architectural comparison (continued) Conclusion The Backbase difference About Backbase Contact us
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when they visit. This increases the likelihood that the visitor will continue to return to the site and the likelihood of doing repeat business.
WhyWhy dopeople iGoogleiGoogle and My Yahoo? do People Like like and My Yahoo?
Lets nd outof all, all portals have the same basic features: apply these best practices to corporate portals. First First what makes iGoogle so good, so we can of all, all portals haveportal contains portlets/gadgets that are positioned on a grid The the same basic features:
Each gadget contains a This is subjective, or if youre spending The iGoogle page is visually attractive. separate applicationbutpiece of information a lot of time on a The user it is valuable if that page personalized home page,can personalize the portal is designed with care. Lets nd out what makes iGoogle so good, so we can apply these best practices to corporate portals.
iGoogle: easy and enjoyable to use iGoogle: easy and enjoyable to use
iGoogle is easy use: do you User dashboard and enjoyable toA gadgetwant to move the weather gadget from the left to the Personalized rightdrop Just drag it over there. Do you want to add additional gadgets? Just click the Add Stu column? Drag and for everything experience
iGoogle is easy and enjoyable to If you are adding new gadgets, Personalization is what gives Intuitive is the keyword. use: Do you want to move the you can choose from standard iGoogle users a sense of weather gadget from the left to Google gadgets, but also from a ownership: they can simply login If you are adding new gadgets, you can choose from standard Google gadgets, but also from a large the right column? Just drag it large library of third-party with their Google account to see library of third-party gadgets. It is easy for developers to create a gadget and add it to the iGoogle over there. Do you want to add gadgets. It is easy for their personalized page. They library. Therefore, you always nd useful gadgets to improve your page. additional gadgets? Just click developers to create a gadget can change the background the Add Stuff link. Change the and add it to the iGoogle library. theme and color scheme, and Personalization is what gives iGoogle users a sense of ownership: they can simply login with their settings of a gadget? Just click Therefore, you always nd useful congure the gadgets exactly Google account to see their personalized page. They can change the background theme and color on the menu button in the title gadgets to improve your page. the way they want. On top of scheme, and con gure the gadgets exactly the way they want. On top of that, they are never asked bar of the gadget. Intuitive is the that, they are never asked to to click a Save button. keyword. click a Save button.
Finally, the iGoogle page is visually attractive. This is subjective, but if youre spending a lot of time on a personalized home page, it is valuable if that page is designed with care.
link. Change the settings of a gadget? Just click on the menu button in the title bar of the gadget.
Corporate Web portals combine 3rd party and legacy applications into useful applications that bene t customers and partners
Corporate Web portals combine 3rd party and legacy applications into useful applications that benet customers and partners
And complement the companys websitesof the portal should comply with corporate branding guidelines. of course the look-and-feel and web applications to maintain a cohesive brand identity. It should complement the the best features of the popular consumer web portals, while also satisfying all So the challenge is to adopt companys websites and web applications to maintain a cohesive brand requirements for corporate use. This is hard, but getting easier and more practical with advances in web identity.
portal technology.
And of course the look-and-feel of the portal should comply with corporate branding guidelines. It should
So the challenge is to adopt the best features of the popular consumer web portals, while also satisfying all requirements for corporate use. This is hard, but getting easier and more practical with advances in web portal technology.
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PORTAL EXAMPLES
Lets look at several examples of successful implementations of corporate web portals. Portals can be used for a large variety of applications, and we highlight several below.
News portals
Example Industries: Telecommunications, Media Target visitors: customers, the public at large This type of web portals is most similar to consumer portals, because it has the same goal: offer your customers or the public at large access to a highly personalized news portal. News portals are commonly offered by telecom companies as a way to attract more visitors and as a new delivery mechanism for their products and services. They provide the portal as a service to their customers, a tool for selling additional services, and as a point of entry to their self-service portal (see below). Media companies such as newspapers, networks and local radio and TV station are also using portals as a key element of their customer engagement strategy. Media companies will try to attract as large an audience Whitepaper: Creating a Successful Web Portal possible to maximize advertising revenues and to increase market share.
KPN the largest Dutch telco made this news portal the countrys most popular site
KPN the largest Dutch telco made this news portal the countrys most popular site
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KPN the largest Dutch telco made this news portal the countrys most popular site
Customer Financial Services, Telecommunications, Healthcare, High-Technology Example Industries: Self-Service & Support
Example Industries: Financial Services, Telecommunications, Healthcare, High-Technology Target visitors: customers
Many Global 2000 companies are assigning Chief Customer Experience ofcers to ensure that customers Many Global 2000 companies are customers are increasingly steered cers to ensure that receive superior service. At the same time, assigning Chief Customer Experience otowards the website to reduce customers receive superior service. At the same time, customers and support steered seen as good the support costs. Investing in a user-friendly customer self-serviceare increasinglyportal istowards the investmentwebsite to reduce the support costs. Investing in a user-friendlycost. to increase customer satisfaction while reducing overall customer self-service and support The design of the portal will depend on the frequency with which the customer logs in. Customers who only visit the portal design of the portal will depend on the frequency with which the customer logs in. Customers who visit a The to pay their monthly bills are less likely to personalize, while software developers who product support portalportal to paywill benet greatly from personalization features. The key is to nd the right only visit the every day their monthly bills are less likely to personalize, while software developers who support the support portal every balance, and tovisit a product users workow. day will bene t greatly from personalization features. The
key is to nd the right balance, and to support the users work ow. portal is seen as good investment to increase customer satisfaction while reducing overall cost.
Comcasts help and support portal is personalized based on geographic location Comcasts help and support portal is personalized based on geographic location
ABNABN AMRO Internet Banking Portal used by millions of retail banking customers AMRO Internet Banking Portal used by millions of retail banking customers
A A ctitiouspartner portal that supportscollaboration with partners ctitious partner portal that supports collaboration with partners
Product Portals
Example Industries: Manufacturing, Semiconductors Target visitors: buyers, planners, partners Industries that o er a lot of products or parts have the challenge of presenting these products in an e ective way to their customers or partners. Think of a semiconductor company with tens of thousands of products: how is a customer going to nd the right product? Think of a manufacturer that wants to give supply chain partners an easy way to order replacement parts. For this type of application a portal does not necessarily look like iGoogle: the focus should be more on e ective navigation than on full personalization of the page. However, personalization can be very useful: the portal can show personalized product recommendations, or a list of recently viewed FEBRUARY / PORTAL WHITE PAPER / BACKBASE 2010 products. A good search function is a key feature for a product portal. Ideally the search box has an auto-
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Product portals
Example Industries: Manufacturing, Semiconductors Target visitors: buyers, planners, partners Industries that offer a lot of products or parts have the challenge of presenting these products in an effective way to their customers or partners. Think of a semiconductor company with tens of thousands of products: how is a customer going to nd the right product? Think of a manufacturer that wants to give supply chain partners an easy way to order replacement parts. For this type of application a portal does not necessarily look like iGoogle: the focus should be more on effective navigation than on full personalization of the page. However, personalization can be very useful: the portal can show personalized product recommendations, or a list of recently viewed products. A good search function is a key feature for a product portal. Ideally the search box has an auto- suggest feature: a list with suggestions appears immediately when you start typing (useful for matching product names). Parametric search is important when customers search for certain product characteristics, rather than product names: they set their preferred parameters (e.g. voltage, size or other specications) and it shows the recommended products.
Whitepaper: Creating a Successful Web Portal An excellent example of this functionality is the portal of NXP, a leading semiconductor company. They efciently present thousands of products with smart navigation and powerful search tools.
NXPs portal provides easy access to tens of thousands semiconductor products NXPs portal provides easy access to tens of thousands semiconductor products
Gadgets
how many features users nowadays expect to nd in a full-featured portal implementation. So lets look at an example and present the various features.
Gadgets Lets start Lets start gadgets gadgets (or portlets) themselves: although they essentially boxes,, they can come in with the with the (or portlets) themselves: although they are are essentially boxes they can several differentin several di erent types. Some gadgets position, while others can be dragged to different come types. Some gadgets have a xed have a xed position, while others can be dragged to di positions. columns and erent columns and positions.
Movable gadgets have a header (title bar) because thats where you drag them. the header Movable gadgets need to need to have a header (title bar) because thats where you drag them. In In the header you you options for options for maximizing and closing closing the as well as a as a settings can also have can also haveminimizing,minimizing, maximizing andthe gadget,gadget, as wellsettings button. button.
The settings panel usually slides down within the gadget itself, and setting take effect immediately without a The page refresh. settings panel usually slides down within the gadget itself, and setting take e ect immediately
without a page refresh.
An iGoogle Gadget with title bar and settings panel bar and settings panel An iGoogle Gadget
Boards
Boards
Often, portals can have multiple tabs, sometimes called boards. These tabs can be pre-congured, while in while in other cases add new tabs new tabs On a board On can have multiple columns to position the other cases users can users can addthemselves.themselves. you a board you can have multiple columns to position the gadgets in. Some of the a xed position, or a xed position, or positioning be certain gadgets in. Some of the gadgets may have gadgets may havethere might be certainthere mightconstraints: positioning constraints: for example, some gadgets only t in a wide for example, some gadgets only t in a wide column, not a narrow column.column, not a narrow column. The header of the page can contain additional navigation or shortcuts. These shortcuts typically apply to the The header of the page specic gadget. For example, it can contain a link to the preferences panel apply portal as a whole, not to acan contain additional navigation or shortcuts. These shortcuts typicallywhere to the portal personal preferences, such c color scheme. a user can set as a whole, not to a speci asgadget. For example, it can contain a link to the preferences
Often, portals can have multiple tabs, sometimes called boards. These tabs can be pre-con gured,
panel where a user can set personal preferences, such as color scheme.
Tabs and page layout optionson Netvibes.com Tabs and page layout options on Netvibes.com
Catalog Browser
Not all people are interested to have the same gadgets on the page. The gadget catalog presents all available gadgets in an attractive way, so users can pick the gadgets they nd useful and add those to the page. Depending on the number of gadgets you have, the catalog browser may be organized in di erent ways. If you have hundreds of gadgets, they are often organized in categories. When you select a category you will see a summary of all available gadgets in that category, and clicking on one will show the details, usually with a preview.
For smaller number of gadgets you could skip the categorization, and for simple gadgets you could also remove the details panel. It really depends on the situation.
Boards
Often, portals can have multiple tabs, sometimes called boards. These tabs can be pre-con gured, while in other cases users can add new tabs themselves. On a board you can have multiple columns to position the gadgets in. Some of the gadgets may have a xed position, or there might be certain positioning constraints: for example, some gadgets only t in a wide column, not a narrow column. The header of the page can contain additional navigation or shortcuts. These shortcuts typically apply to the portal as a whole, not to a speci c gadget. For example, it can contain a link to the preferences panel where a user can set personal preferences, such as color scheme.
Catalog browser
Not all people are interested to have the same gadgets on the page. The gadget catalog presents all Catalog Browser available Not all people are interestedway, so the same gadgetsthe the page. The gadgetuseful and add those to the gadgets in an attractive to have users can pick on gadgets they nd catalog presents all page. available gadgets in an attractive way, so users can pick the gadgets they nd useful and add those
to on the number of gadgets you have, the catalog browser may be organized in different ways. If Dependingthe page. you have hundreds of gadgets, they are often organized in categories. When you select a category you will Depending on the number of gadgets you have, the catalog browser may be organized in di erent see a summary of all available gadgets in that category, and clicking on one will show the details, usually with ways. If you have hundreds of gadgets, they are often organized in categories. When you select a a preview. category you will see a summary of all available gadgets in that category, and clicking on one will show the details, usually with a preview.
For smaller number of gadgets you could the categorization, and for simple gadgets you could also For smaller number of gadgets you could skipskip the categorization,and for simplegadgets you could also remove the details panel. It really remove the details panel. It really dependsdepends situation. on the on the situation.
Of course, there may be applications where the the choice of gadgetsis limited or whereusers are not Of course, there may be applications where choice of gadgets is limited or where users are not supposed to add to add or remove gadgets.that case, the entire catalog browser can be omitted. supposed or remove gadgets. In In that case, the entire catalog browser can be omitted.
Chrome & Themes
In almost all portal implementations there are special requirements for the design of the portal (what it looks like) and the behavior (how it works). Most portal implementations can facilitate this. Every element of the portal as discussed above can be changed. If there is no need for tabs, just leave them out. If you want the gadget catalog on the bottom instead of on top, that should be possible. If you have a speci c color scheme and design in mind, that should not take too much time to implement.
Its useful to a gadget have a title bar or not. A theme de nes what it how the portal behaves, for example: does a distinguish chrome and themes. Chrome denes looks like, for example, if the gadgets does gadget title bar has rounded not. A theme denes what it looks like, for example, if the gadgets title bar has have a title bar or corners or a drop shadow. rounded corners or a drop shadow. Personalization
The overarching feature of portals is personalization. As mentioned, it really depends on your speci c portal application how much personalization you need. Some portals only let you rearrange pre-de ned gadgets, while others are totally customizable. Most portals use a login to save user preferences. As a developer you can choose to enable auto-login based on cookies, or you could even save the preferences based on cookies alone, without requiring a login.
Its useful to distinguish chrome and themes. Chrome de nes how the portal behaves, for example:
Client-side portals are based on a Web Oriented Architecture (WOA), which is a style of software architecture that extends service-oriented architecture (SOA) to web based applications, and is sometimes considered to be a lightweight version of SOA. WOA is also aimed at maximizing the
Personalization
The overarching feature of portals is personalization. As mentioned, it really depends on your specic portal application how much personalization you need. Some portals only let you rearrange pre-dened gadgets, while others are totally customizable. Most portals use a login to save user preferences. As a developer you can choose to enable auto-login based on cookies, or you could even save the preferences based on cookies alone, without requiring a login.
Overview
This means that every time a user clicks on a link or button, a request is sent to the server to determine what needs to be done. Well-known server-centric portal servers are IBM WebSphere, Oracle WebLogic Portal, Oracle Portal and Sun Portal. Only recently client-side portals have come into favor, driven by consumer applications, and enabled by Rich Internet Application technology (Ajax). Well known consumer examples are iGoogle, My Yahoo! and Netvibes. Now, a lot of the logic of the portal can be handled within the browser, or in other words: clientside. The most popular client-centric portal server for corporations is Backbase Portal. Client-side portals are based on a Web Oriented Architecture (WOA), which is a style of software architecture that extends service-oriented architecture (SOA) to web based applications, and is sometimes considered to be a lightweight version of SOA. WOA is also aimed at maximizing the browser and server interactions by use of technologies such as REST1 and POX2.
Architectural features
Security
For corporate portals, security is often very important. First of all, users should only have access to those applications that they are authorized for. The same is true for content. And ideally they only have to remember one login (single sign-on). In some cases you may want to use cookies to automatically login users, for example in the case of a consumer portal. You would still ask users to login when they change personal settings.
Integration
The goal of the portal is to integrate multiple applications and content sources into a single screen, so it should provide many ways to integrate. It should be possible to load a local application into a gadget, but also a remote application. As an example, with Backbase Portal existing applications can be added as gadgets in seconds. It is also useful if you can easily show data from databases or RSS feeds. And nally, you may want to integrate with a content management system, or use the portals content repository.
Development
Most portal server implementations will be at least somewhat customized. Solid development tools are therefore essential. Its also good to determine the required skill-set: do you need rocket scientists, or will standard web development skills sufce? Most users are nowadays used to rich user interfaces, so the tools should provide good support for Ajax development, ideally with a visual development tool.
Personalization
Based on the login, the portal stores a unique user prole. First of all, this contains the information about the users conguration of the portal. Also, you should be able to store additional user prole data, for example the zip-code so you can display the weather for the users region.
Performance
Traditional Java Portal Server software has a reputation to be resource-hungry. However, if you optimize the application and buy enough servers, you typically get acceptable performance. Client- centric portals are much faster by design, because they delegate much of the work to the client, rather than create a server-side bottleneck.
Architectural comparison
Lets rst give some examples of specic portal servers. Well-known server-centric portal servers are IBM WebSphere, Oracle WebLogic Portal, Oracle Portal and Sun Portal. The most popular client-centric portal server for corporate use is Backbase Rich Portal, which we will focus on in this comparison.
Access Management
Most Java Portal Servers have built-in single sign-on and security features. Backbase Portal leverages existing access management systems, such as Tivoli, SiteMinder, Oracle Access Manager and OpenSSO.
Conclusion
Requirements for web portals have evolved signicantly over the past decade. Web 2.0 features are now mandatory, while established portal vendors are still trying to sell their multi-million dollar projects based on old technology. Backbase Portal is an ideal match for the new requirements: Faster development Easier integration with any back-end Straightforward gadget development Integration with any existing web application Less complexity, easier maintenance More value for money
APPROACH
Focus DNA
BACKBASE
e-business results Outside in
TRADITIONAL PORTALS
Technology stack Inside out
Branding / User Experience Personalization / Targeting Vendor Lock-in Time to Market Centricity Technology Architecture
Our difference existing applications Expensive integration is: Think outside-in Fast, re use of
Client oriented Any Platform Loosely coupled Server oriented Single platform Tightly coupled
About Backbase
Backbase is a fast growing software vendor providing next generation presentation layer technology forthe enterprise. At the core of the Backbase software portfolio is its Portal product. Backbase Portal enables companies to unify their existing data, content and applications (typically organized in silos) into a seamless customer experience. The Backbase Portal solution allows enterprises to delight their customers with a personal and tailor-made customer dialog, and helps them to achieve their business goals without re engineering their I.T. systems. Global2000enterprises worldwide,such as Philips, NXP, ABN AMRO, ING and Motorola use Backbase solutions to improve their online customer interactions, maximizing online customer experience, retention and conversion by leveraging Backbases functionality. Backbase wasfounded in 2003 and is privately funded. Its ofces in San Francisco (USA)and Amsterdam (The Netherlands)employ a total of100 employees.
Contact us
Please contact us using the information below should you need more in depth information or if you would like to speak to one of our experts. We can provide you with industry specic examples, show you a demo or offer you a trial of the Portal.
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