INTRANET
ARCITECTURE
Integrating Information
Design with Business Planning
The corporate intranet has been hailed as the
most important business tool since the typewriter,
but the track record so far has been mixed.
Despite many successes, particularly in cost and
time savings, many sponsors of corporate intranets
are dissatisfied. They have spent time and money
on development, Net-enabled desktops, even
intranet training, but still aren't enjoying
significant enough productivity or cost savings.
Why? While critics often point to technological
glitches, the real problems may lie in information
design.
Intranets should help employees collaborate on
business processes such as product development or
order fulfillment, which create value for a
company and its customers. Specifically, intranets
centralize the business process in an easily
accessible, platform-independent virtual space.
Successful intranets allow employees from a
variety of departments to contribute the different
skills necessary to carry out a particular
process. While each department of a company may
have its own virtual space, intranets should be
organized primarily around the business processes
they help employees carry out, rather than the
organizational chart of the company.
Focusing on processes rather than departments
is a widely-hailed business trend. Recent shifts
in corporate structure point to the emergence of
"communities of process." Management gurus are
helping companies move away from vertical,
hierarchical organizational lines towards
horizontal, process-oriented groups that link
cross-functional teams focused on the same set of
business tasks. The trouble is that this requires
significant interaction between departments,
functions, even countries. Enter the intranet, the
ideal vehicle for creating and empowering
process-based corporate communities.
Successful process-oriented intranets look and
work as differently as the processes they enable,
but they share several common characteristics.
First they are built on smart information design.
Second, they focus on tasks, not documents, and
aim to integrate those tasks into distinct
processes. Finally, the best intranets encourage
collaboration by creating shared and familiar
spaces that reflect the personality of the company
and create a common ground for all employees.
Don't Overlook Design
Just as physical work spaces rely on
architectural plans to optimize efficiency, an
intranet needs to be carefully designed to help
employees access information and collaborate
effectively. Because the public doesn't see the
intranet, information design for intranets often
receives scant attention. Unlike customers,
employees are assumed to be insiders, able to
easily locate company information. So, while the
company Web site usually has the input of the
marketing department, design and structure of the
intranet is often relegated to the IT department.
By default, an organizational chart of the
company is often used to organize information on
the intranet. While seemingly the obvious
candidate for the structure of the intranet, an
organizational chart actually works against the
collaboration the intranet is meant to foster. An
organizational chart can't help employees from the
marketing and legal departments collaborate on
bringing a document through the approval process.
It won't allow employees from marketing and
research and development to work together to
create a new product.
Think About Tasks Rather
Than Documents
Thinking of the intranet as a tool means
understanding the intranet as more than a
collection of documents. While important,
documents are usually a means to an end. People
use documents to complete tasks. Tasks include
fulfilling orders, looking up a customer's billing
history, or collaborating on a research document.
To complete these tasks, people need to have
related documents and tools close at hand.
The principal of organizing by task can be
demonstrated by the example of working at a desk.
When you sit down to begin a task (e.g., creating
a budget), you have a variety of information and
tools at hand. While a spreadsheet is a
"calculation" tool, and last year's budget is an
"internal document," both need to be next to each
other in order to develop a new budget. Similarly,
on the corporate intranet, the tasks of the users
rather than the classification of documents or
tools, should dictate the organization of the
intranet.
Designed effectively around dynamic tasks
rather than static documents, intranets can
contribute to dramatic increases in efficiency (as
much as a 40% improvement in time spent processing
documents, according to the GIGA Group).
Organizing documents within the context of tasks
also focuses employees on the function of the
documents they are working with. For example, to
save employee time while signing up for various
retirement plans, information on various
retirement plans (including links to financial Web
sites) should be placed near the forms actually
used to register for those plans.
Organize Tasks Into
Larger Processes
Isolated tasks are usually part of a larger
process. Intranets should group together all the
tasks that make up a business process. Processes
can be relatively discrete, such as tracking
deliveries, or getting approval for documents. Or,
they can be more complex, such as developing or
selling products. The most important processes in
a company are those that create value for a
customer. These are the central processes which
every intranet should help employees accomplish.
Even simple processes can become more efficient
when incorporated into an intranet. For example,
when Ford implemented an intranet, the company
included an application to help geographically
dispersed engineers to get authorization for new
projects. What would previously be a
time-consuming, expensive process, involving the
potential for lost documents and delays, is now
centralized in an efficient electronic process.
More complex processes can also be effectively
integrated into an intranet. For example, Cadence
Systems created an integrated section of the
intranet for its entire sales process. Each phase
of the sales process is represented on the
intranet with relevant information and tools. So,
the section covering an initial stage of the sales
process includes links to customer presentations,
sample letters, and internal forms. Organizing all
steps of the sales process together also allows
for easy tracking of each sales effort.
Create Virtual
Workgroups Organized Around Processes
Intranets can break though departmental walls
to help accomplish business processes more
efficiently. For example, a customer complaint
might involve people and information from the
accounting, sales and marketing department. Even
though the employees necessary to resolve the
complaint work in different departments, they are
all involved in the process of customer service.
By creating spaces for cross-departmental
collaboration, the intranet can help employees
collaborate to efficiently carry out the central
processes of the company, and cut costs by
avoiding in-person conferences and employee
reallocations.
Intranets (and private extranets) can also
bring together employees and partners who are
geographically dispersed to work on common
problems. Travel costs are eliminated, and
employees can increase their productivity by
sharing knowledge. For example, a pharmaceutical
company is using its intranet to allow scientists
all over the world to collaborate on research. A
major franchise retailer is using bulletin boards
on its intranet to coordinate major marketing
projects. Caterpillar is developing an extranet
application so that experts from around the world
can collaborate with employees to design new
products. Other applications for intranet
collaboration include complex transactions with
lawyers and multiple parties, which rely on access
to, and modification of, key documents.
The bulk of discussion about collaboration in
and between companies centers around security,
certainly an important issue to resolve. What
receives less attention-but is central to the
value of an intranet-is the design of virtual
spaces, which encourage new forms of
collaboration. These, in turn, increase the
efficiency of key business processes such as
product development, marketing and customer
service.
The Intranet Reflects
the Company; the Company Reflects the Intranet
The corporate intranet can help a company
organize around "communities of process" both on-
and off-line. When Texas Instruments initiated a
process-centered organization, oriented around
collaborative work groups, software development
time fell from twenty-two to eight months. The
Texas Instruments intranet was established after
this shift, and was designed to reflect and
enhance the new organization. Whether it precedes
or follows the organizational shift, an intranet
that encourages this type of collaborative work
environment can provide a significant
return-on-investment.
At the same time, using an intranet to shift
the way work is done in an organization requires a
cultural change within the organization. Unless
there is a clear commitment from senior management
to have employees collaborate across departments
to more efficiently accomplish key business
processes, the intranet may have only limited
application and benefit. Even after the intranet
is designed to encourage collaboration, marketing
the intranet to employees remains essential. As
the intranet creates new forms of collaboration,
it will challenge traditional ways of doing work
and obtaining information. For the intranet to be
successful, it must provide ways of empowering all
employees, offering concrete incentives for
employees to use, and encourage the use, of the
intranet.
The process-oriented intranet, then, is "in
sync" with the company it works for. And this is
where graphic design, tone and standards emerge as
vital to the intranet's success. Like it or not,
intranets have personalities, which are amalgams
of visual style, tone and content. An intranet
that reflects the culture of its company will make
employees feel more at home, will help dispersed
employees feel that they share the same space, and
will encourage collaboration and communication
around the processes they support. Turner
Entertainment Group, for example, created a
distinctive, casual feel for its intranet with a
home page that uses a refrigerator with magnates
to represent the various divisions. The unique
imagery created a friendly, shared, familiar space
for all employees.
Good Design is Good
Business
The architect Le Corbusier said buildings are
"machines for living." Good intranets should be
machines for doing business. Just as design is
integral to a good building, it is key to creating
an effective intranet. The organization and design
of information on an intranet should map out the
key business processes of a company, and provide
employees with access to the information and
people necessary to carry out those processes.
The truly effective intranet creates new
channels of communication that overcome
inefficient organizational structures and foster
new forms of efficient collaboration. It serves as
a model for a company centered around processes
rather than departments, collaboration rather than
closed doors.
Building an effective intranet means thinking
about how documents can be used to accomplish
tasks, how tasks can be organized into processes,
and how those processes can be carried out
collaboratively by virtual work groups. The
effective intranet is not only a tool, it is also
a model for an efficient, process-centered
enterprise-a machine for doing business.