Assessment Engagement Overview
1
Collect "as is" Documentation
Provide platform questionnaire to Customer for existing details
2
Perform Analysis
Conduct Customer interviews and collect data from existing systems.
3
Deliver Findings
Provide high level and extensive summary details of findings and recommended next steps.
Assessment Areas
The table of contents from a typical summary document are listed below.
| # | Section |
|---|---|
| 1 | Governance |
| 2 | Platform architecture |
| 3 | Content Deployment |
| 4 | Workflow Processes |
| 5 | TeamSite Installation and Configuration |
| 6 | TeamSite Content Store |
| 7 | TeamSite Users, Groups, and Roles |
| 8 | TeamSite Branching and Workarea Structure |
| 9 | Content Items / Data Capture Templates |
| 10 | Presentation Templates |
| 11 | Page Layout, Template and Components |
| 12 | Operational Procedures |
| 13 | Log File Management |
| 14 | Reporting |
| 15 | User Interface Customizations/Extensions |
| 16 | TeamSite Search |
| 17 | Software Development Lifecycle |
| 18 | TeamSite Metadata Tagging |
| 19 | Non-Standard Usage of TeamSite |
| 20 | Perl Customization |
| 21 | User Challenges |
| 22 | Recommendations |