1. ATG Confidential – For Internal Use Only Portals and Personalization ATG Confidential – For Internal Use Only Glen Borkowski – ATG Solution Engineer

2. 2 ATG Confidential – For Internal Use Only Agenda Personalization - Profile - Content - Rules / Scenarios Portals - Vendors - Definition - Portlets - Value - Process Automation (example) - Micro-portals

3. 3 ATG Confidential – For Internal Use Only Personalization User Profile Defines everything you know about your customer Should contain data from offline sources It’s definition should be able to be extended easily Segmentation: Dividing customers into groups based on their profile attributes Hierarchy: Do your customers live in a ‘flat’ world? Enables you to better serve your customer 3

4. 4 ATG Confidential – For Internal Use Only Personalization Content Everything is content (images, articles, catalogs, reports, etc…) Meta-data: Everything you know about your content Attributes: author, topic, revise date, start date, end date, interests… Content Groups: dividing your content into groups based on it’s meta-data Content Management System (CMS): Tools that help you manage your content Authoring Versioning Approving (workflow) Applying meta-data 4

5. 5 ATG Confidential – For Internal Use Only Personalization Rules Show person X, content Y, under Z conditions (based on their profile) Scenarios Commerce: Between August 1, 2002 and November 1, 2002; When a person either logs in or registers, if they live in Columbus Ohio, email them a invitation to our new store (email template newstore.jsp). Also, show them a promotion for a 10% off coupon if they visit the new store this calendar year. Portal: Any user in the XYZ community who has logged onto the Portal every business day for the past two weeks (consider them a power user), offer them an opportunity to vote for which new Portal functionality they would like to see (Poll). 5

6. 6 ATG Confidential – For Internal Use Only Portal Vendors

7. 7 ATG Confidential – For Internal Use Only Portal - Definition Single point of access for all applications: Replace rogue sites (mostly intranet) – reduces maintenance costs Consolidator / launch pad Single sign-on: manages security across applications Multi-channel: desktop, wireless, email, etc… Integrations: allow for open framework to access many data sources Search: allow for advanced search mechanisms Look and Feel: Portalish, Portalesque, Portaly? Customizable: I want to move this box over here Community: Be able to interact with people that I have common interest ( personalization? ) Extendable: Ability to create new functionality easily (portlets)

8. 8 ATG Confidential – For Internal Use Only Portlets/Widgets/Gadgets/Views/… Bookmarks Quicklinks Discussion Board Doc Exchange XML Feed Announcements Alerts Polls Calendar Outlook Web Services Client HTML Content Gear Communities Login/Logout Business Inteligence Collaboration Consulting Content Aggregation Content Management Content Syndication EAI Search Wireless Knowledge Management Lotus Notes SAP Siebel CRM News Weather Sports Order History Profile Management Screen Scrape Blah Most companies use 7-10 Out of the Box Portlets, the rest are custom.

9. 9 ATG Confidential – For Internal Use Only Value Without Personalization Reduced Maintenance Costs Simple Navigation (one site) With Personalization Increased Collaboration (Communities) Meaningful / relevant content Secure based on who you are (role within a community) Evolution – Constantly getting better (momentum) Process Automation – Scenarios & Workflow

10. 10 ATG Confidential – For Internal Use Only Time Sheets! Process Automation Service Requests Expense Reports Purchase Orders Performance Reviews Lead Distribution

11. 11 ATG Confidential – For Internal Use Only Example: Travel Request Processing

12. 12 ATG Confidential – For Internal Use Only Travel Request Submission Create Employees Submit Discard Kill Request Travel Coordinators Price Request Request Priced Reject Wait 3 Days Send ‘Not available’ to Project’s Creator Send ‘Wake Up!’ to Travel Coordinators Kill Req Go To Price Authorize Request Project’s Creator’s Manager OK Reject Send ‘Request Rejected’ to Project’s Creator Example: Travel Request Processing

13. 13 ATG Confidential – For Internal Use Only Travel To Dos TaskDate of TravelTraveler Request04/29/02Alice Burnett Request05/22/02Charles Davis Book04/22/02Elizabeth Farnsworth Example: Travel Request Processing

14. 14 ATG Confidential – For Internal Use Only MicroPortals Portal Community Template Spawn the Portal Community, assign the Community Leader, and delegate the administration “MicroPortals” Shared Portlets (with and without personalized content) Community Portlets

15. ATG Confidential – For Internal Use Only Thank you!