Enterprise Portals: Page 4 of 5

We will try to implement the following organizational structure in each portal:

1. Administrator, access to everything
2. One customer service "team" comprising all three customer service members, with the manager being the "owner" of the team.
3. One finance "team" comprising all three finance members, with the manager being the "owner" of the team.
4. One "companywide" team, which comprises all users, with the administrator being the "owner" of the team.

Evaluation of document management, knowledge management and collaboration

Each "team" will attempt to:

1. Share documents within the team only
2. Use any workflow processes present to require approval of one document by the team "owner" before being published for the team
3. Access documents shared by other team members
4. Access documents available to the "company"
5. Attempt to access documents not available to them through search functionality and other means
6. Use collaboration features to communicate with other team members

This part of the evaluation will include examination of the process required to share documents. What technical skills (if any) are required of the user? Is there a workflow process that allows us to require approval of specific groups of users and/or specific types of documents and/or on a project-by-project basis?

Evaluation of Personalization

Each user will attempt to personalize the portal to fit his/her own taste in terms of layout, notifications and alerts for discussion threads, document categorization, etc.

Evaluation of Search Functionality