IA Projects: Brazilian Court of Accounts
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The Brazilian Court of Accounts INFORMATION ARCHITECTURE PROJECTS Flávia Lacerda 2013
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Information architecture strategies in the Brazilian Court of Accounts (TCU) in a timeline (2006-2013)
Transcript of IA Projects: Brazilian Court of Accounts
The Brazilian Court of Accounts INFORMATION ARCHITECTURE PROJECTS
Flávia Lacerda
2013
ABOUT ME
▪ Information Technology Advisor atthe Brazilian Court of Accounts (TCU)
▪ PhD Candidate in Information Architecture atUniversity of Brasília (UnB), supervised by Prof. Mamede Lima-Marques
▪ Doctoral stage at Jönköping University (Sweden) from August to December 2013, supervised byProf. Andrea Resmini
▪ Audit the accounts of federal public resources
▪ Evaluate government programs
Effectiveness (How much is being spent and how?)
Efficacy (Are the goals being reached?)
Efficiency (Are the best procedures being used?)
Economy (Are the resources obtained at market prices?)
ABOUT THE BRAZILIAN COURT OF ACCOUNTS (TCU)What do we do?
▪ Better communication with audiences
▪ Information transparency and findability
▪ Content management and sharing
▪ Visual identity
▪ Data analysis and content exchanging...
ABOUT THE PROJECTSWhy do we need Information Architecture?
Source: http://www.xerox.com/assets/motion/corporate/pages/programs/information-overload/pdf/Xerox-white-paper-3-25.pdfImage: http://www.foundationnews.org/CME/article.cfm?ID=1003
INFORMATION ARCHITECTUREWhy do we need it?
Presentatör
Presentationsanteckningar
Mais de 90% de dados não-estruturados - ricos e informações e difíceis de compreender e analisar (imagens, videos, música, etc)
INFORMATIONARCHITECTUREWhy do we need it?
INFORMATIONARCHITECTUREWhy do we need it?
INFORMATION ARCHITECTUREThe emerging 21st century professional occupation addressing the needs of the age focused upon clarity, human understanding, and the science of the organization of information.
Richard Wurman
INFORMATION ARCHITECTURE PROJECTSTCU Strategies in a Timeline
1st Stage (2006 - )
▪ Content management strategy
▪ Enterprise portal reframing
▪ Visual identity
2nd Stage (2009 - )
▪ Search strategy
▪ Interoperability andgovernment partnership
▪ Social networks
Near future
▪ Cross-channel strategy
▪ Responsive design
INFORMATION ARCHITECTUREPlanning
PROJECT
PROGRAM
Strategy DesignResearch Implementation Administration
Louis Rosenfeld & Peter Morville (2002)
Content
INFORMATION ARCHITECTURE
Context
Users
goals, strategy, brand, process, technology, resources, politics, culture
objects, types, metadata, structure, relationships,source, volume, growth
audiences, user needs, use cases, mental models, vocabulary, behavior
Research - Methods
Louis Rosenfeld & Peter Morville (2002)
INFORMATION ARCHITECTUREResearch - Methods
Louis Rosenfeld & Peter Morville (2002)
CONTEXTWhat is ourenvironment?
Mission, goals and culture Provide information and services Perform effective processes Improve public administration Formal culture, but innovative
Infrastructure and resources Internal IT sector and datacenter Multidisciplinary team (8-10) CMS Plataform
USERSWho are ourmain audiences?
Tarsila do Amaral | Operários (1933)
Brazilian citizens+ 200.000.ooo± 100 mi - internet access± 15% - some disability
TCU internal public+ 6.000 Public employees Trainees and outsourced
Special audiences The National Congress Government agencies Press
CONTENTWhat are oursources and typesof information?
Information resources Publications and services Corporative and external systems Intranet and web pages
Metadata and taxonomies Data models Data types and formats Controlled vocabularies
Why reframe theEnterprise Portal?
▪ Content managementstrategy
▪ Standardization
PROJECT – PORTAL
Techniques
▪ Interviews with stakeholders and users
▪ Statistics analysis
▪ Eletronic survey
PROJECT – PORTAL Research
Questions
▪ Most accessed areas, products and services
▪ Findability
▪ User satisfaction
▪ Improvement needed
INFORMATION ARCHITECTUREPlanning
PROJECT
PROGRAM
Strategy DesignResearch Implementation Administration
Louis Rosenfeld & Peter Morville (2002)
INFORMATIONARCHITECTUREStrategy - Methods
Louis Rosenfeld & Peter Morville (2002)
INFORMATIONARCHITECTUREStrategy - Methods
Louis Rosenfeld & Peter Morville (2002)
PROJECT – PORTALStrategy
Metadata and doc types
<Autor>
<Tipo>
TESAURO
TESAURO
Perfil 1 (Public)
News
Perfil 2 (Individual)
My themesMy page
Products and services
Products and services
<Data>
TAXONOMIA
TESAURO
TABELA TIPO DOC
<Título>
<Usuário>
<Categoria>
<Assuntos>
TaxonomyMenu
Menu
CONTENT INVENTORY
CONTENT MANAGEMENT
POLICY
CONTENT REPRESENTATION
MODEL
CONTENT PRESENTATION
MODEL
System 1
Vocabulary 1
System n
Vocabulary n
Information resources
User interfaces
Database
Data entry and storage
USERS SEGMENTATION
Presentatör
Presentationsanteckningar
Política de gestão de conteúdos Gestão descentralizada, parcialmente centralizada, centralizada (modelo híbrido – ideal) O que controlar? Definição de estrutura (classes, metadados) Criação de novas áreas Identidade visual Implementação de funcionalidades O que descentralizar? Publicação de itens de conteúdo Mediação de fóruns de discussão Decisões complexas: Comitê Gestor Manter canal de orientação, recebimento de demandas Revisão constante de políticas e inovação
PROJECT – PORTAL Strategy – Content inventory
▪ Contents to migrateand to discard
▪ Needed contents
▪ Types, formats and metadata
▪ Document types (161)
▪ Book
▪ Event
▪ Journal article
▪ Judment
▪ Law
▪ News
▪ Report
▪ Resolution
▪ Sumary
▪ Thesis [...]
▪ Metadata
PROJECT – PORTALStrategy –Representationmodel
INFORMATION ARCHITECTUREPlanning
PROJECT
PROGRAM
Strategy DesignResearch Implementation Administration
Louis Rosenfeld & Peter Morville (2002)
Principles
▪ Visual identity
▪ Usability
▪ Accessibility
▪ Customization
▪ Personalization
▪ Colaboration
▪ Integration
▪ Flexibility…
PROJECT – PORTAL Design
Implementation requirements
▪ Build and validate prototypes
▪ Develop style guide
PROJECT – PORTALDesign –Presentationmodel
Header
Specific Search
Services
Information & Culture
Audience pages
Thematic topics & contact
News, publications & events
Partnerships
General Search
Publicity
PROJECT –PORTALDesign –Colaboration
Community of practice
Wiki
PROJECT –PORTALDesign –Personalization
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PROJECT –PORTALDesign –Flexibility(Hotsites)
Presentatör
Presentationsanteckningar
20% do tempo útil: Busca por informações Tentativas individuais de organização Identidade visual: Conjunto de elementos gráficos que representam visualmente, e de forma sistematizada, um nome, idéia, produto, empresa, instituição ou serviço; Usabilidade: Simplicidade e facilidade com que uma interface, um programa de computador ou um website pode ser utilizado; Acessibilidade: Interfaces que provêm acessibilidade implementam tecnologias que possibilitam que portadores de deficiências (as mais variadas) se utilizem dos recursos que o computador oferece, com as mínimas restrições possíveis.
VISUAL IDENTITYPhisical and digital spaces (parallel project)
New logo Artistic imagesPartnership with Portinari Project to use the painter works
Cândido Portinari | Menina Sentada (1943)
INFORMATION ARCHITECTUREPlanning
PROJECT
PROGRAM
Strategy DesignResearch Implementation Administration
Louis Rosenfeld & Peter Morville (2002)
▪ Implement specifications on CMS (customize features)
Representation model (tables, fields and forms)
Presentation model (layout)
▪ Validate and adjust
▪ Train content managers
▪ Migrate content for CMS (automatic and manual)
▪ Test and validate
PROJECT – PORTALImplementation
▪ Multiple solutions for content management
▪ What each vendor offers X what the organization really needs
▪ Decisions must be guided by:
Business problems and needed features (design principles)
Compliance with technologies used in the organization (databases, servers, languages,patterns)
PROJECT – PORTALECM, WCM, CMS, CXM...
INFORMATION ARCHITECTUREPlanning
PROJECT
PROGRAM
Strategy DesignResearch Implementation Administration
Louis Rosenfeld & Peter Morville (2002)
▪ Ensure the application of the content management policy
▪ Preserve standards compliance
▪ Monitor access, evaluate user satisfaction and adjust
▪ Handle issues identified during the project
▪ Keep evolving
PROJECT – PORTALAdministration
▪ Models and policies must be developed for each case (no magic recipe)
▪ IT systems are only tools to create and manage the spaces. You need to design them and involve those who will use in the designing process
▪ Methodology is only direction
▪ Homepages are political instruments - the strategy rules must be clear, based on evaluations and statistics
▪ Content areas must have specific holders
PROJECT – PORTALLessons learned
INFORMATION ARCHITECTURE PROJECTSTCU Strategies in a Timeline
1st Stage (2006 - )
▪ Content management strategy
▪ Enterprise portal reframing
▪ Visual identity
2nd Stage (2009 - )
▪ Search strategy
▪ Interoperability and government partnership
▪ Social networks
Near future
▪ Cross-channel strategy
▪ Responsive design
Internally developed
Free software plataform(Lucene/Solr/Java)
Multiple databases
Constant customization & evolution of features
Maintenance costs
Sharing with governmental agencies
PROJECT – SEARCHSolution
Capture, processing
& load
Systems
Portal
DMS
External sourcesTextual database
PROJECT – SEARCHSolution
Total (2013): 227.683.411 itens
PROJECT – INTEROPERABILITYGovernment partnership
Data exchange
Shared solutions
Cooperative development
TCU project
Federal Senate of Brazil project – www.lexml.gov.br
INFORMATION ARCHITECTURE PROJECTSTCU Strategies in a Timeline
1st Stage (2006 - )
▪ Content management strategy
▪ Enterprise portal reframing
▪ Visual identity
2nd Stage (2009 - )
▪ Search strategy
▪ Interoperability and government partnership
▪ Social networks
Near future
▪ Cross-channel strategy
▪ Responsive design
PROJECT – CROSS-CHANNELPervasive Information Architecture
Information-based activities require us to move across different media, channels, and environments, with no distinction between what is physical and what is digital.
We still visit Web sites, but we also use mobile applications, interact with intelligent devices, and connect with people on the go through a variety of computer-mediated technologies.
Andrea Resmini & Luca Rosati (Pervasive Information Architecture, 2011)
▪ Focus on users
▪ Promote the effectiveness of the organization
▪ Create spaces to estimulate flow of information and meaningful experiences
▪ Keep in mind design principles and avoid technological determinism
INFORMATION ARCHITECTURE PROJECTSConclusions
THANK YOU!Flávia Lacerda
Presentatör
Presentationsanteckningar
Sabe-se, portanto, que o trabalho não se esgota aqui. Esta é apenas sua fase embrionária. O caminho a percorrer é bastante longo, e o progresso não está na busca de respostas corretas, mas na formulação de questões relevantes, que evoquem uma abertura para novas formas de ver o mundo.
