The document discusses designing smart portals with a decisions-centric approach. It defines portals and smartness, emphasizing the role of decisions in making portals smart. Decision modeling is presented as a way to link decisions to organizational knowledge. Implementing smart portals involves three phases: defining user goals and requirements, modeling underlying processes and data, and embedding automated decision services. The key is making organizational knowledge actionable through decision models that can be executed operationally in a portal.

1. Designing Smart Portals
A Decisions-Centric Approach
July 2013

2. ©2013
Decision
Management
Solu6ons
Your Presenter
Gagan Saxena
§ VP Consulting & Principal
Consultant, Decision
Management Solutions
§ Former CIO, 20+ years in
Business Architecture,
Enterprise IT
§ Apple Vacations,
James Martin/ Headstrong
2

3. § What are Portals?
§ What is Smartness?
§ Role of Decisions
§ Decision Modeling
§ Smart Portal Implementation
Agenda

4. Portals
©2013
Decision
Management
Solu6ons
4
Humans
talking
to
Machines.
And
some6mes
with
other
Humans.
Self
Service.
For
Employees,
Customers,
Vendors
and
Other
Stakeholders.

5. The Machine
©2013
Decision
Management
Solu6ons
5
Humans
Smartness
Coding
Humans
Coding
Smartness
People
on
Screens
Programming
Logic
Configurable
Behavior
SMARTER

6. Smartness
©2013
Decision
Management
Solu6ons
6
People
on
Screens
Programming
Logic
Configurable
Behavior
BIG
DATA
BUSINESS
RULES
PREDICTIVE
ANALYTICS
Humans
Coding
Smartness
Adap6ve,
Agile,
Analy6cal,
Personalized

7. The Band-Aid: Hiding Complexity
©2013
Decision
Management
Solu6ons
7
Humans
Smartness
Infra
Humans
Smartness
Infra
News
Weather
Stocks
Humans
Smartness
Coding
THE
PORTAL
A
A
B
B
C
C

8. The Skin: Fixing User Experience
©2013
Decision
Management
Solu6ons
8
Humans
Smartness
Coding
User
Goals
Personas
Story
Boards
Informa6on
Architecture
Wireframes
Screen
Flows
Usability
Graphics
Colors
REQUIREMENTS
SPECS
GUIDELINES
Process
Models
Data
Models
Same
as
Before
Services
Oriented
Architecture
(SOA)

9. The Brain: Smarts needs Knowledge
©2013
Decision
Management
Solu6ons
9
Humans
Coding
Smartness
Exper6se
Analy6cs
Policies
Best
Prac6ces
Idea
Experiment

10. Embedding Knowledge in Machines
©2013
Decision
Management
Solu6ons
10
Technology
Vocabulary
Big
Data
Plaaorms
Business
Rule
Management
Systems
Analy6cal
Models
Decisions
Emerging
Abundantly
Available
Humans
Coding
Smartness

11. ©2013
Decision
Management
Solu6ons
Straight Through Processing
§ Processes stop when decisions must be made
Process
Process
Process
Human
Decision
Human
Decision
Automated
Decisions
Straight
Through
Processing
Manage
Rules
&
Handle
Excep6ons
A
B
C
A
B
C
New
11

12. ©2013
Decision
Management
Solu6ons
12
Smartness = Decision Services

13. DECISIONS
Decisions: Make Knowledge Actionable
©2013
Decision
Management
Solu6ons
13
Goals
Informa6on
Source
Knowledge
Org
Units
KPIs/
Metrics
Events
Processes
DECISION
MODEL

14. A Decision Model
©2013
Decision
Management
Solu6ons
14
Link
Decisions..
…To
Knowledge

15. Dependencies in Automating Decisions
©2013
Decision
Management
Solu6ons
15
PHASE
3
PHASE
1
PHASE
2

16. Smart Portal Implementation
©2013
Decision
Management
Solu6ons
16
Humans
Smartness
Coding
User
Goals
Personas
Story
Boards
Informa6on
Architecture
Wireframes
Screen
Flows
Usability
Graphics
Colors
REQUIREMENTS
SPECS
GUIDELINES
Process
Models
Data
Models

17. ©2013
Decision
Management
Solu6ons
17
Questions?
Contact Gagan
§ www.decisionmanagementsolutions.com
§ gsaxena@decisionmanagementsolutions.com
§ @Gagan_S
Questions or comments on DecisionsFirst Modeler
§ support@decisionsfirst.com
§ http://support.decisionsfirst.com