- Knowledge capture and current state analysis
- Document client needs and goals; align with client business objectives
- Set out options on portal development, strategic planning path
- Confirm sources of content, internal and external, and identify the correct subject matter experts to assist with data
- Document a number of scenarios of regular work and usage by typical users – e.g. tax advisory professionals, government economic policy makers.
- Develop or source taxonomies for the knowledge area by reference to use cases
- Identify the correct technology needs in cooperation with technical team
- Develop, with client staff, working templates, linkages and tools that are intrinsic to the user’s regular work.
- Deliver content – mainly through linkage – on supplementary data, that can benefit regular users.
- Design ancillary services around the personal and business needs of users to keep them coming to the portal regularly.
- Prepare budgets and project management documentation where needed.
- Work with technical teams to implement portal