Getting Started & Implementation Checklist.
This is a long article. Please take 30 minutes to read through and digest it in its entirety. You'll be happy you did.
Implementing new intranet software might at first seem overwhelming. But it doesn't have to be that way. Learning how to launch your intranet for your organization is easier than ever. With a little bit of planning and forward thinking, you can be up and running in a few weeks or less.
We've worked with hundreds of customers to launch Communifire in organizations of all sizes. Each launch varies, but there are some common threads. We put together this list of best practices to help you with a smooth implementation.
For the best results, we recommend having a project team. Focus on each step together. Because making it a collaborative effort will only benefit you in the long run.
However, if you're a smaller company and don't have a team of people, you can be confident following these steps. They work. And when you're finished, you'll have a functional intranet.
While reading through these tasks, if you find you already have one ironed out, then skip to the next.
Since you're reading this article, you probably have some idea of the challenges you want to solve with an intranet. That's great. You're already ahead of the game. If you don't know your why, then keep reading. Either way, this step is worth your time.
Most organizations can put their "why" into these categories. I'll list them out below, followed by some of the most common goals.
If you were nodding your head in agreement to the first three categories, this is where we start combining them.
Keep in mind that these categories are not the only use cases of Communifire. They are the most typical.
Most of our customers combine these categories and call them different names. Some include: Enterprise Social Network, Social Intranet, Customer Support Community, Collaboration Hub, Online Workspaces, etc. Some customers use Communifire internally (as their intranet).
Some use it externally (to provide customer support). And some do both. It's all possible.
The bullet points provided above should help you get started in defining your why. The most valuable part of this step is to understand which categories are the most important to you.
Your intranet should be the primary source for your people to access organizational information. To keep it useful, engaging, and relevant, populate it with content that people access often. Make it the go-to destination to find this information. Start with content you already have and add to it as you grow. Here's a list to get you started:
Think about how your organization categorizes this information. In the most common scenarios, it might look like this:
I may be generalizing here, because your company may be different. You can group most content into a company department, project team, or a logical category. Knowing where this content lives in your organization will help you figure out the next step.
The Communifire intranet software includes a wide range of standard functionality out-of-the-box. You decide which features to use. Do you need every single feature turned on from the start? Maybe you do, maybe you don't. Many of our customers turn off the features they're not going to use right away. They start by mapping the features that will best organize the content they identified in Task 2. For example:
To get started, check out the Communifire Feature Tour for an overview of all the features in the platform. Decide which of them best fit to organize or manage the content you identified in Task 2. Communifire's features are already aligned to most types of content. So this should be an easy task.
Here's an example of what this might look like. Please excuse my horrible handwriting. You don't need to get all geeky with sophisticated charting and diagramming software to do this step. A pen and paper can often work just as well.
The goal for this task is to organize your intranet and define your Spaces and groups.
What's a Space?
A Space is a place where you group people, content, and conversations.
They keep everything organized in a way that is comfortable and familiar to how you already work. These sub-divided areas help make it easy and intuitive for your employees to find what they need.
We have two types of Spaces in Communifire:
You can learn more about spaces in the Communifire Spaces and Groups document. Check out the section "Thinking through Your Spaces: What to Create?" This can give you more ideas on how you can use Spaces.
Begin by creating a space for each of your company departments. So you might have a space for Human Reseouces, a space for Communications, a space for your IT deprtment, and any others that make sense for you.
From there, you can create more spaces as you see fit. You can even create a hierarchy of spaces inside spaces. It might look something like this:
Then, once you've defined your spaces, you'll need to decide which features to turn on or off for each space. You already mapped your content to specific features, now you can apply it to your spaces.
Now that you created your content inventory, mapped your content to features, and decided on the spaces that you'll create (and what goes in those spaces), it's time to create them inside Communifire.
Check out the Creating a New Space document that explains step-by-step how to create spaces.
Communifire is flexible when it comes to changing the look and feel of your site. For beginners and non-technical people, it offers a default "template" for making basic customizations. Such as: changing the header color, adding a logo, and making minor visual adjustments.
For more advanced design, the possibilities are endless. If you have designers or developers in house, you can leverage their skills. Even beginner designers/developers can step right into Communifire to adjust navigation or change page layouts.
Goal: Create a design that is appealing and matches your corporate style. Make sure it's not too "busy" or overwhelming to the point that it distracts the users.
More information: A great place to start is by uploading your logo and choosing your header color. Then you can also check out the UI Customization Guide. This will give you an overview of some options and how to use them.
First impressions matter. Your intranet's homepage is a mission critical component of success. It makes a statement. It says who you are as an organization through your messaging and branding. It grabs people's attention and influences their time spent on the site. It represents how you care for your organization's members and their well-being. It is critical to the adoption of the platform.
Your Homepage can make or break the success of your intranet project. Treat it with care, just as you would any customer facing home page.
Your Homepage serves as the aggregator. Use it to provide direct access to information your people need and what you want them to access. Here's a list of functionality that is often put on a homepage:
Here's what an example homepage might look like:
Including the "most viewed" and "highest rated" content on the Homepage allows people to see what their colleagues are watching, using, and consuming. This helps your content reach everyone in the organization because it plays on their inherent desire to want to know what's going on.
Here's another example of an intranet homepage:
You'll notice in the right column, we've included a few sections: Work Apps, Launchpad, and Quicklinks. You homepage is also a great place to provide links to important areas in your intranet or additional systems that your employees access frequently.
Goal: Design a Homepage that draws users in. Create a powerful, positive first impression. Your homepage should be dynamic, so that users see new, fresh information each time they visit. And you should provide links to frequently accessed information.
More information: Learn more about how to create your homepage with Communifire's PageBuilder tool.
So far you've documented your "why". You mapped it to Communifire's features. And you populated the site with content and made it visually stunning.
Now it's time to start adding users. Just as you wouldn't let anyone walk into HR and start rifling through employee files, make sure users have access to the information they need. While also restricting access to discussions and content they don't.
Remember, setting access permissions isn't just about keeping users out of areas they don't belong. It's also about keeping their experience clean and uncluttered. They don't want information they don't need clogging up their activity stream. Setting user access privileges keeps things neat and organized.
Communifire's user admin and permissions is intuitive. But if you have questions, our support community can be a great resource. There's plenty of advice, how-to's, and best practices available to help you learn from the success of others. That's one of the best parts of working with Communifire: you never have to do it alone. We encourage you to tap into the vast and valuable experiences of intranet admins who have "been there, done that" and are eager to help you learn from their experience.
Goal: Add users and grow adoption by giving them access to the vital content they need.
More information: Learn how to setup User Roles and Permissions.
We're often asked about integrations. The topic deserves a small space in this "getting started" guide.
Sometimes integrations with other platforms make sense. For example, using Active Directory (AD) integration to synchronize user account data between systems. Other times, integrations might take more effort than what you need. Rather than direct integration, it might be easier to add a hyperlink to lead people to a time tracking or payroll system.
Let's start by asking the most important question: why? What is the purpose for integrating another system or platform? Is it just a novelty? Or does the integration actually add value? If there's a benefit to integration, such as eliminating redundancy, increasing efficiency, or reducing errors and data discrepancy, then an integration makes sense. But, if you can't find value, a simple link from Communifire to other system(s) is enough.
If integration does make sense, start by documenting what that integration looks like and how the systems should behave together. Will it be a one-way push of data from one system to another? Or, is a two-way stream of data required to synchronize back and forth between systems? Do these pushes happen instantly or on a timed cycle? Exactly which data fields must transfer? What is the workflow?
While integration work is outside the scope of this guide, it is well within the capabilities of the Communifire platform. For more information about integrating Communifire with your existing technology stack, please visit the REST API guides to learn how to work with this tool.
Getting started with Communifire, and learning how to build an intranet, is a straightforward process when you give it some thought. By following the tasks provided in this checklist, you'll be up and running in a few days or less. If you run into any roadblocks or need help working through these tasks, be sure to reach out to our team. We're very engaged in our customers' success.
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Building an intranet for your company is easier than ever. With a little bit of planning and forward thinking, you can be up and running in a few days. Here's a list of best practices for a smooth implementation.