Fund Portal Prototype Technical Presentation

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What is a portal?
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Well, you see, its a browser-based user
interface on a desktop, notebook, PDA, or even a
GSM/GPRS or 3-G smart phone that works with XML,
HTML, Cold Fusion, Java Server Pages, Active
Directory Pages, Java portlets, VB gadgets, Java
applets, Java Scripts, ...., over HTTP, HTTPS,...
, and, on the server side, running on J2EE, IIS,
.NET, with native API connectors, SiteMinder
single sign-on, ... , authenticated by challgenge
/response or PKI,..., and so on, and so on, and
so on ....
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What is a portal?
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Designed forknowledge workers
A beautiful gateway to information
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Portal to Knowledge SpaceCentral Bank and
Financial Agencies Librarians Workship

• September 19, 2002
• David Chu
• Advanced Technology Group
• IMF TGS Department

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Advanced Technology Group

• Part of the TGS Department Immediate Office
• Report to the IT Advisor
• Align with the Funds IT Strategic Plan
• Identify and explore new-to-the-Fund technologies
• Lead and collaborate with key stakeholders
• Create and deliver products with realistic
  timelines
• Expand and improve the Funds technology set
• Learn and transfer knowledge

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What Do Portals Do?

• Eli Lilly Projects 27 Million Savings From
  Searchable Repository for Molecular Data
• Whirlpool Improves Intranet Performance By
  Reducing Bandwidth Usage by Over 90 Percent
• Kmart Portal to Provide 250,000 Employees with
  Web Access to Enterprise Apps
• JPMorgan Chase Adds Firmwide Knowledge Yellow
  Pages to Intranet
• GE Deploys Enterprise Dashboard and Employee
  Collaboration Portal
• Conoco Pilots Portal to Create Single Point of
  Access to Refinery Engineering and Operations
  Information

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What Do Portals Do?

• U.S. Army Develops Cross-Service Logistics
  Tracking Portal
• Target Corp. Deploys Web-Based HR Self-Service
  and Management Portal Across 1,300 Stores
• Swiss Re Uses Same Platform to Build Intranet and
  Extranet Portals
• Owens Minor Monitors Extranet Usage to
  Determine and Respond to Customers Information
  Delivery Preferences
• JP Morgan Venture Capital Portal Cuts Portfolio
  Review Cycle Times by 70 Percent

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Working Council View

• Virtual close capabilitiesnear real-time
  consolidation of structured data to support rapid
  business decision making
• Knowledge management to leverage the expertise
  embedded in unstructured information sources
• Collaboration across and beyond the enterprise to
  expedite time to Market
• Single sign-on application access for seamless,
  device-agnostic connectivity to core
  transactional capabilities
• Employee self-service to reduce HR and TE
  management costs

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What Are Our Goals?

• For the Portal Prototype
• To understand the new portal technology
• To demonstrate the promise of business value for
  Fund country desk economists.
• For the Country Desk Economist Pilot
• To validate the potential benefits identified by
  the prototype in a real Fund environment
• To ensure the portal could be scaled up and
  managed successfully
• To design the portal so that it could be useful
  to the general Fund population.

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Portal Timeline
August 2001 selected Plumtree for prototype
September 2002 Closing out prototype, planning
pilot, starting knowledge transfer
July 2002 Formed Steering Committee
June 2002 Prepared first working prototype
January 2002 Formed Economists Advisory Group
started interviews
October 2002 Get fund release and start pilot
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Prototype Outcome

• Successfully conducted proofs-of-concept for the
  integration of major functions (e.g., email,
  calendar, documents, single sign-on,
  collaboration, etc.)
• Identified enough information of value to the
  Country Desk Economists (e.g., Q-drive contents,
  NewsMachine, EDMS, email and calendar) to start a
  portal pilot.
• Learned that the portal adds value by saving
  users time finding useful information promoting
  more effective teamwork among staff on missions
  and leveraging investment in IT systems

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And We Learned

• Modular design and use of standard platforms make
  adding new information sources and connecting to
  additional applications easy.
• Portal architecture offers an opportunity to
  unify information management of disparate
  applications and sources.
• Centralized core support and distributed
  application-specific modules support reduce
  waste.
• Lowered technology barrier to information access
  and sharing facilitates collaboration in
  knowledge creation, capture and dissemination.

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Saving Users Time
Internet Sites
Central Bank
World Bank
NewsMachine
Res Rep
Firewall
Working Documents
Financial Data
Intranet Sites
Inst. Repository
Mission Data
ESS Kiosk
Statistical Data
Email Calendar
Q-Drive
Email, Discussions Shared Calendars
Desk Economist
Email
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Saving Users Time
Internet Sites
Central Bank
World Bank
NewsMachine
Res Rep
Firewall
Working Documents
Financial Data
Intranet Sites
Inst. Repository
Mission Data
ESS Kiosk
Statistical Data
Email Calendar
Q-Drive
Desk Economist
Visit and Search
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Saving Users Time
Internet Sites
Central Bank
World Bank
NewsMachine
Res Rep
Firewall
Working Documents
Financial Data
Intranet Sites
Inst. Repository
Mission Data
ESS Kiosk
Statistical Data
Email Calendar
Q-Drive
Desk Economist
Federated Search
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Saving Users Time
Internet Sites
Central Bank
World Bank
NewsMachine
Res Rep
Firewall
Working Documents
Financial Data
Intranet Sites
Inst. Repository
Mission Data
ESS Kiosk
Statistical Data
Email Calendar
Q-Drive
Desk Economist
Gather Update
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Saving Users Time
Internet Sites
Central Bank
World Bank
NewsMachine
Res Rep
Firewall
Working Documents
Financial Data
Intranet Sites
Inst. Repository
Mission Data
ESS Kiosk
Statistical Data
Email Calendar
Q-Drive
Desk Economist
My Pages
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Gadget

• Personalizable
• by the community manager
• by the user

Fast, Scalable
Standard Look Feel
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Gadgets
My Pages
Email, Discussions Shared Calendars
Gather Update
Federated Search
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Integrated
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Into
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Portal
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Architecture
Single Sign-On
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Fund Portal
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Design Goals

• Maximize lifecycle by minimizing development -
  lag reduces lifespan and delays benefits accrual.
• Increase benefits by broadening user group
  general design with role-based customization.
• Reduce support costs by leveraging limited
  resources centralized core support plus
  distributed functional support.
• Combine all of above - reuse and not reinvent.
• More efficient use of users time - usable and
  configurable.
• Lower out-of-pocket and other costs - licensing
  and training.

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Phased Releases
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Considering Methodology
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Considering Methodology
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Planning Deliverables
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Planning Deliverables
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Dave ChuOystein GrimsteadFrank RiesHerve
TourpeNick WagnerMaxy Zwach
Thank you!
Advanced Technology Group