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Portals, Dashboards, Personas

In addition to the workspace, Portals, Dashboards, and Personas are the other primary types of interfaces used in a workplace. While they may contain information, such as their own lists and libraries, this is optional. Using CorasWorks, these interfaces are used to view and work with information, whether that information is in the active site or elsewhere in the workplace. In sum, CorasWorks allows you to connect these interfaces to data located throughout the workplace.

We differentiate between these types of interface sites based upon how they are typically used and, more precisely, the users that they serve. Here is how we break them down:

  • A Portal is for a community either at the enterprise or departmental level which allows users to view and work with information throughout the workplace. A portal may have some generic data because it serves a broad community, but it will usually provide views of data throughout the workplace.

  • A Dashboard is an interface for a specific group to view and work with information. Usually, the information is located in external workspaces – dashboards provide a birds-eye level view of the group’s activities, its work-products, or the information the group needs to do its work.

  • A Persona is a role-based or user-specific interface. It gives the user views of information related to them and specific functionality related to their role. With a role-based Persona, multiple users can access the same exact persona page. However, each user only sees the data specific to them. Accordingly, role-based Personas typically don’t contain any information within the site. A user-specific Persona is designed to be used by a specific person and thus, will usually contain their personal data, as well as functionality to allow them to view external data and do their work.

Featured Solutions

Salesperson Persona

The Salesperson Persona is a role-based interface that is designed to maximize the productivity of the salesperson, while viewing and working with information located in an organization’s workplace. The key to the productivity of this Persona is that the information and the functionality is brought to the salesperson, organized in the way that is best for them, instead of them having to go to one or more places to get their work done, and working in an environment that is designed for many different roles.

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View Demo
Go Hands-On SharePoint 2003 (v2)
Go Hands-On SharePoint 2007 (v3)

 

IT Department Manager Persona
The IT Department Manager Persona interface is used for the IT Department manager to prepare information in their own workspace and then publish the information to the IT Department Portal or to other locations in the workplace.
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View Demo
Go Hands-On SharePoint 2003 (v2)
Go Hands-On SharePoint 2007 (v3)
 

Standard Solutions

Employee Reference   New for SharePoint 2003! Go Hands-On v2  
Executive Dashboard

Go Hands-On v2

Go Hands-On v3

Financial Officer's Dashboard

Go Hands-On v2

Go Hands-On v3

HR Administrator Dashboard

Go Hands-On v2

Go Hands-On v3

IT Department Portal

Go Hands-On v2

Go Hands-On v3

IT Director Dashboard

Go Hands-On v2

Go Hands-On v3

Our Workplace Portal

Go Hands-On v2

Go Hands-On v3
 
Updated: January 30, 2007

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