Implement a Web Portal

1.      General Site Setup

During this process you will setup:

·         Your basic website configuration

·         Your personality, motif, and brand implementation

Perform the following steps:

a.       Select a Template - read the chapter of Administrative Manual titled “Templates Feature in Detail”

b.      Define a Color Schema  - read the chapter of Administrative Manual titled “Color Scheme Feature in Detail”

c.       Configure Logo & Name - read the chapter of Administrative Manual titled “Logo & Name Feature in Detail”

d.      Configure Greeting Management - read the chapter of Administrative Manual titled “Greeting Page Feature in Detail”

e.       Configure About Us - read the chapter of Administrative Manual titled “About Us & Contact Us Feature in Detail”

f.       Configure Contact Us - read the chapter of Administrative Manual titled “About Us & Contact Us Feature in Detail”

g.      Setup Administrative Users & Staff:

§         Define Security Groups – read the chapter of Administrative Manual titled “User Groups and Security in Detail”

§         Create Contact records – follow the steps outlined in the Quick Tutorial titled “Individually Enter Employee Contacts”

2.      Setup Accounting Options

Implement this process if you would like PortalProdigy to automatically create GL accounting entries for transactions.  PortalProdigy provides a variety of accounting reports for printing both detail and summary accounting information.  It also provides an automated interface to Quick Books to exchange data.

During this process you will setup:

·         GL Account Types

·         GL Accounts

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial “Setup GL Accounts and Accounting Options”

3.      Setup formatted Information Pages

PortalProdigy’s Table Builder offers built in page formats that make it easy to create pages for displaying a series of data or information such as your organization’s experience, services, etc.

During this process you will setup:

·         Services page

·         Experience page

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Build and Add Formatted Information Pages to the Website”

4.      Setup a Knowledgebase

This is one of the leading ways to add value, promote products and services, and increase organizational efficiency.  You can setup both private and public access to resources for employees, contractors, customers and vendors.  During this process you will:

·         Configure a searchable knowledgebase

·         Load digital content into the knowledgebase including documents, images, audio files, video files, computer program files and other file types.

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Document Features in Detail”

b.      Follow the steps outlined in the Quick Tutorial “Add a New Resource Document Category”

c.       Follow the step outlined in the Quick Tutorial “Add a Document Resource File or Page to the Website”

d.      The following are suggested Knowledgebase categories:

§         Services

§         Best Practices

§         Case Studies

§         Policies and Guidelines

§         Product Specifications and Technical Data Sheets

§         White Papers

§         Research Papers

§         Guarantee & Warranty Information

§         Repair and Maintenance Manuals

§         Consumer Reports

§         Articles and Reprints

§         Environmental Impact Studies

§         Forms and Agreements

§         Diagrams and Charts

§         How To Guides and Product Manuals

§         Tutorials

§         Testimonials and References

§         Designs

§         Blueprints

§         Shareware & Free Downloads

§         History

§         Industry Information

§         Helpful Hints and Tips

5.      Setup Contact Database

During this process you will setup:

·         Special Interest Categories

·         Load Customers

·         Load Prospects

·         Load Vendors

·         Load Manufacturers

·         Load Staff

·         Assign Access Rights

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “User Groups and Security in Detail”.

b.      To add new Special Interest Groups follow the steps outlined in the Quick Tutorial titled “Create Special Interest Groups”.

c.       To add new Security Groups follow the steps outlined in the Quick Tutorial titled “Create Security Groups”.

d.      Follow the steps outlined in the Quick Tutorial titled “Administrative Setup of Contact Management Feature”

e.       To import contacts, follow the steps outlined in the Quick Tutorial titled “Import Contacts Excluding Media and LRCA Types”

f.       To manually enter contacts, follow the steps outlined in the Quick Tutorial titled “Individually Enter Contact Records”

6.      Setup Prospecting and Tickler Notes

During this process you will setup:

·         Prospecting Types

·         Available Actions

·         Load Prospects

·         Assign Access Rights

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Tickler/Notes – Task, Action, and Prospect Organizer”.

b.      Follow the steps outlined in the Quick Tutorial titled “Activate Ticklers Notes Feature”

c.       To import prospects, follow the steps outlined in the Quick Tutorial titled “Import Contacts Excluding Media and LRCA Types”

d.      To manually enter prospects, follow the steps outlined in the Quick Tutorial titled “Individually Enter Contact Records”

e.       Follow the steps outlined in the Quick Tutorial titled “Add or Update a Tickler or Note - Assign a Task”

7.      Setup Membership

The Membership feature can be used to signup, approve and grant access rights to customers, employees, contractors, and vendors.  It can also be used to for recurring services, maintenance agreements, rental services, etc.

During this process you will configure:

·         Membership types

·         Membership registration process

·         Membership billing

·         Membership privileges

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Membership Features in Detail”

b.      Follow the steps outlined in the Quick Tutorial “Administer or Activate Membership Fees Feature”

c.       Follow the steps outlined in the Quick Tutorial “Administering Items Management Page for Membership Fees”

d.      Follow the steps outlined in the Quick Tutorial “Create a Membership Application”

e.       Follow the steps outlined in the Quick Tutorial “Define, Create and Update Membership Types”

f.       Follow the steps outlined in the Quick Tutorial “Administer or Activate Membership Fees Feature”

8.      Setup Request Forms

During this process you will setup:

·         Customer Service Request Forms

·         Staff Service Request Forms

·         Project Request Forms

·         Expense Approval Forms

·         Purchase Assistance Request Forms

·         Maintenance Request Forms

·         Returns & Warranty Request Forms

·         Special Request Forms

·         Complaint Forms

·         Facilities Maintenance and Work Order Request Forms

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add a Form or Questionnaire to the Website”

9.      Setup Surveys

During this process you will setup:

·         Customer Satisfaction Survey forms

·         Vendor Satisfaction Survey forms

·         Staff Satisfaction Survey forms

·         Information Gathering Questionnaires

·         Management Feedback Surveys

·         Marketing Surveys

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add a Survey”.

10.  Setup Publications Templates

During this process you will setup:

·         Templates for Weekly, Monthly, and Quarterly Newsletters

·         Templates for New Service and Product Announcements

·         Templates for Sales and Promotions

·         Templates for Promotions of New Resources

·         Publication Archives

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Create a Standard Newsletter or Publication Template”

b.      Follow the steps outlined in the Quick Tutorial titled “Create Link to Publication Archive”

11.  Setup Discussion Groups and Online Forums

Build community, promote interactivity, provide self support and create traffic to your web portal. 

During this process you will setup:

·         Discussion Groups, Online Forums and Web Logs (BLOGS)

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Activate the Discussions Feature”

b.      Follow the steps outlined in the Quick Tutorial titled “Create and Update a Discussion Group”

c.       Follow the steps outlined in the Quick Tutorial titled “Add a Link to Discussions Groups Selection and Discussion Search Page”

12.  Setup Press Release and News Function

During this process you will:

·         Configure News Options

·         Load archive of past News Items

·         Load Media Contacts

·         Configure features required to broadcast Press Releases

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Setup and Operate a Press Release and News System”

13.  Setup Directories

Create both private and public listings of contacts and contact information.

During this process you will setup:

·         Sales Representatives Directory

·         Manufacturers Directory

·         Vendor Directory

·         Staff Directory

·         Customer Directory

·         Administrative Services Directory

·         Other Resources Directory

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Create a Member Directory, Yellow Pages or White Pages”

14.  Setup Event Calendar & Registration System

During this process you will setup:

·         Event Calendar for such things as New Product Launches, Seminars, Classes, Demonstrations, etc. 

·         Online Registration when applicable including registration limits, fees, etc.

·         Event Promotion

Perform the following steps:

a.       Read the chapter of Administrative Manual titled “Events Feature in Detail”.

b.      Follow the steps outlined in the Quick Tutorial titled “Create a Universal Automated Event Announcement Email Notice”

c.       Follow the steps outlined in the Quick Tutorial titled “Create an Event Response Notification Template”

d.      Follow the steps outlined in the Quick Tutorial titled “Create an Events Auto Broadcast Template”

e.       Follow the steps outlined in the Quick Tutorial titled “Create Automatic Confirmation Email to New Event Registrants”

f.       Follow the steps outlined in the Quick Tutorial titled “Activate the Events Feature”

g.      Schedule your Events by following the steps in the Quick Tutorial titled “Add an Event to the Website”

h.      Follow the steps outlined in the Quick Tutorial titled “Show Events on the Home Page Mini Browser”

15.  Setup Online Shopping

During this process you will:

·         Define Product Catalog Categories such as Departments, Product Lines, etc.

·         Load Products into the Catalog including their descriptions, pictures, color, sizes, models, price, etc.

·         Implement a Product Search to enable customers to search for products within the catalog.

·         Load a Policies document to display terms, return polices, warranty, etc.

·         Load Brochures for Products

·         Configure Payment options

·         Configure Order options

·         Define Sales Tax Rates

·         Define Shipping Options

·         Define New Customer Signup Options

·         Configure Automated Email Signup and Order Notifications

·         Configure Product Download Options

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Setup a Product Catalog and Online Shopping”

b.      Import products – follow the steps outlined in the Quick Tutorial titled “Import Products” to import product data.

c.       Manually enter products - for each Item to be added, follow the steps outlined in the Quick Tutorial titled “Create a New Product Item Record”

d.      Configure default signup form to register new customers - follow the steps outlined in the Quick Tutorial titled “Build a Quick Registration Page”

16.  Setup Inventory Tracking

During this process you will:

·         Setup inventoried sizes and colors for each Item

·         Enter initial inventory quantities

Perform the following steps:

a.       Follow the steps outlined in the Quick Tutorial titled “Add Goods Received into Inventory”

17.  Configure Site Navigation

Provide multiple pathways to your website’s content using powerful navigation options.  This process involves verifying that your website contains links to all enabled features, content, and pages; and adding new links as needed. 

During this process you will setup:

·         Menus

·         Mini Browsers

·         Links to Content Pages

Perform the following steps:

a.       Create Menu Items to link to feature components and content - follow the steps outlined in the Quick Tutorial titled “Build a Menu Using Menu Builder”

b.      Create Mini Browsers to promote products and content - Follow the steps outlined in the Quick Tutorial titled “Build a Mini Browser Using Mini Browser Builder”