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Day Ignite
October 2009




                         A New ‘Day’ for eChicago
                                            Doug Hurdelbrink, Deputy CIO
                                        Dept of Innovation & Technology
           Copyright 2009 - City of Chicago Proprietary &
                            Confidential                  City of Chicago
                                                                       1
Overview
City of Chicago – Enterprise Context
Dept of Innovation & Technology
City Website – Issues & Opportunities
City Website – Design Solution
City Website – Day Technology




         Copyright 2009 - City of Chicago Proprietary & Confidential   2
Chicago – by the numbers
Third largest city in the United States
227 square miles; 31 miles of lakefront
2.8 million residents; 1.1 million households
1.4 million registered vehicles; 700,000 buildings
500,000 parkway trees
200,000 street lights; 67,000 alley lights
2,700 signalized traffic intersections
2,000 miles of paved alleys
52,000 licensed businesses
20 Fortune 500 HQs
Home of the 44th President

               Copyright 2009 - City of Chicago Proprietary & Confidential   3
Chicago – Municipal Government

53 Elected Officials; 50 Wards
  Mayor, Clerk, Treasurer (Executive)
  50 Aldermen and Alderwomen (Legislative)

“Sister” agencies include:
  Public Schools
  Park District
  Housing Authority
  Transit Authority




           Copyright 2009 - City of Chicago Proprietary & Confidential   4
Chicago - Executive Branch
42 Departments
  Public-facing Depts
      Public Safety - Police, Fire, OEMC
      Community Services – 311, Health, Family Svcs, Library
      Regulatory - Zoning, Business, Animal Care, Environment
      Infrastructure – Streets & Sanitation, Transportation
      Development - Community Development, Tourism
      Public Services – Airports, Water Mgmt
  Internal Service Depts
      HR, Budget, Finance,
      DoIT, Fleet, Law
33,000 Employees


            Copyright 2009 - City of Chicago Proprietary & Confidential   5
Dept of Innovation & Technology
Enterprise Programs (COTS products)
   Commercial Off The Shelf software for HR, Finance, CRM, etc.
Software Development (custom products)
   External and Internal web applications & tools

Innovation Center
   Cross-Department & Non-traditional Initiatives
Technical Operations
   Desktops, Network, Data Center

Enterprise Architecture
Finance and Administration



              Copyright 2009 - City of Chicago Proprietary & Confidential   6
eGovernment – Many Audiences

   Residents                                     Property Owners
   Businesses                                    Building Owners
   Visitors                                      Developers
   News Media                                    Non-profits
   Vendors                                       Foundations
   Job Seekers
                                                 Community Orgs
   City Council
                                                 Other Govt Entities
   Policy Makers
                                                 Many sub-segments
            Copyright 2009 - City of Chicago Proprietary & Confidential   7
Copyright 2009 - City of Chicago Proprietary & Confidential   8
eChicago – Three Goals
  Everything Online (Virtual City)
  Streamline Operations
  Innovate for Effectiveness




          Copyright 2009 - City of Chicago Proprietary & Confidential   9
eChicago – Web Presence
Government Portal - www.cityofchicago.org
Tourism Portal - www.explorechicago.org
Custom Applications - webapps.cityofchicago.org




            Copyright 2009 - City of Chicago Proprietary & Confidential   10
eChicago - Capabilities
City Services, Information & Programs
Events + Travel & Leisure Attractions
Searchable Online Databases
Local Maps, Zoning & Geographic information
Transactional Applications
   Pay Water & Tax Bills
   Purchase Licenses & Permits
   File Legal Documents
   Request Municipal Services
   Etc.



            Copyright 2009 - City of Chicago Proprietary & Confidential   11
eChicago - Technology
   THEN (2003):
   Solaris OS BroadVision CMS
   BroadVision App Server
   Oracle DB Java




                                               NOW (2009):
                                               Linux OS Day CMS
                                               WebLogic/JBOSS
                                               Oracle DB Java JEE
                                                                12
       Copyright 2009 - City of Chicago Proprietary & Confidential
eChicago 2.0– Critical Success Factors

   Success =
     Research +
     Design +
     Technology +
     Feedback/
     “Feedforward”



          Copyright 2009 - City of Chicago Proprietary & Confidential   13
Research
                                                                        Interviews and Focus
                                                                        Groups with end
                                                                        users and
                                                                        stakeholders




What do people NEED?
What do people WANT?
What do people WISH FOR?
          Copyright 2009 - City of Chicago Proprietary & Confidential                   14
Research – Issues

TECHNOLOGY:            BroadVision 7.x, Solaris
STRUCTURE:             Too Deep; many clicks to goodies
PERFORMANCE:           Response time & Capacity issues
USABILITY:             Content & Capabilities- vast but diffuse
METAPHORS:             Ineffective (User Type, City Dept)
SEARCH:                Search & Navigation often criticized
CONVENIENCE:           URLs not shareable (SessionIDs)
VISUAL DESIGN:         Concept & Design dates to 2002
COST:                  Expensive to host & support
EXTENSIBILITY:         Difficult to extend or enhance
                 Copyright 2009 - City of Chicago Proprietary & Confidential   15
Research – Goals
TECHNOLOGY:           Simpler; Day + Linux
STRUCTURE:            Shallow; “two click” goal
PERFORMANCE:          One second response target
USABILITY:            Multiple paths to goal; field testing
METAPHORS:            Services, Audiences, Actions, Clusters
SEARCH:               Optimized for Findability
CONVENIENCE:          Simple site hierarchy
VISUAL DESIGN:        Contemporary, energized
COST:                 Lower fixed & hosting costs
EXTENSIBILITY:        Out of the box tools vs. custom code
PUBLISHING:           Distributed authors; Editorial Board

                 Copyright 2009 - City of Chicago Proprietary & Confidential   16
Research – Strategic Themes

  City Services – Central Focus
  ‘Global City’
  Tailored Information, Multiple Pathways
  Facilitate Online Community
  Exceptional User Experience
  Fresh Content
  Easy, Improved Publishing


          Copyright 2009 - City of Chicago Proprietary & Confidential   17
Design
 It’s A Process
 It’s A Verb
 It’s A Noun


         Copyright 2009 - City of Chicago Proprietary & Confidential   18
“Design Is Invisible




                  ….Until It Fails”
                                                                      Bruce Mau
                                                                 Massive Change
   Copyright 2009 - City of Chicago Proprietary & Confidential             19
Scope Design - Content Model

What “Things” is the Site All About?
 Primary Entities/Data Objects
 Relationships Between Objects
 Attributes of Each Entity
 Logical Record Layouts, Field Fmts




         Copyright 2009 - City of Chicago Proprietary & Confidential   20
Structural Design –
         Information Architecture

                                                                      IA – the organization,
                                                                            structure and
                                                                            arrangement of
                                                                            site content that
                                                                            best enables
                                                                            users to satisfy
                                                                            their goals.




        Copyright 2009 - City of Chicago Proprietary & Confidential                     21
Skeleton Design –
         Wireframes & Templates




        Copyright 2009 - City of Chicago Proprietary & Confidential   22
Surface Design –
        Visual Presentation




       Copyright 2009 - City of Chicago Proprietary & Confidential   23
Design Process –
     Elements of User Experience




                                                                      Jesse James Garrett
                                                                      http://www.jjg.net/elements/pdf/elements.pdf




        Copyright 2009 - City of Chicago Proprietary & Confidential                                   24
System Design – Authoring System




        Copyright 2009 - City of Chicago Proprietary & Confidential   25
System Design –
        Dialogs for Consistency
                                                                      Content is entered in
                                                                      forms & dialogs to
                                                                      ensure consistent and
                                                                      valid content on the site.

                                                                      A Rich Text Editor
                                                                      (tinyMCE) allows
                                                                      creative freedom within
                                                                      a consistent page
                                                                      layout.




        Copyright 2009 - City of Chicago Proprietary & Confidential                       26
The Present…




         Copyright 2009 - City of Chicago Proprietary & Confidential   27
…And the Future




         Copyright 2009 - City of Chicago Proprietary & Confidential   28
Technology – History with Day CQ
   Internal Technology Pilot (2006, 4.1)
   External Usage - at Scale (2008, 4.2)
   Full Commitment (2009, 5.x)




           Copyright 2009 - City of Chicago Proprietary & Confidential   29
Technology - Why Day?

CMS A Necessity
 Widely Distributed, non-Technical Authors
 “Brand” Consistency (Structure/Presentation)
 Ease-of-Use, Learnability Critical
Intranet & Explore Chicago successes
Platform & Licensing Advantages
Product & Technology Roadmap


         Copyright 2009 - City of Chicago Proprietary & Confidential   30
Technology Choice – 5.x vs. 4.x

Standard Developer Platform
More Standards-compliance Overall
Improved Authoring Features
Cost of Future Upgrade
Day Professional Services Staffing




        Copyright 2009 - City of Chicago Proprietary & Confidential   31
Day 5.x – What We Liked
AUTHORING FEATURE & UI IMPROVEMENTS
  Addressed Many User Issues/Requests from 4.x
  Screens Better/Clearer In General
  Easier to Upload Multiple Files
  Admin Features More Intuitive
  Etc.
DEV ENVIRONMENT (CQDE)
  More useful and productive toolset
SLING API
  Improves Code Organization, Reduces Dev Effort
DAYCARE SUPPORT
  Timely, helpful attention to issues (~35 tickets from
  May thru Oct)
             Copyright 2009 - City of Chicago Proprietary & Confidential   32
Day 5.x – What We Learned
AUTHOR ENV - FEATURE CHANGES FROM 4.x to 5.x
  •    RICH TEXT EDITOR - FCK Replaced; we used TinyMCE
  •    DELETE FUNCTION – now Tied to Edit; we customized
       to prevent authors from deleting core Folders
  •    PAGE UNLOCK RIGHTS - Only Author can unlock; Admin
       cannot
  •    MULTI-SELECT LISTS – We created a custom widget;
       this was a feature in 4.x
  •    USER ACCESS MODEL – Could not use regular
       expressions (wildcards) to assign user access. We had
       to assign access for each user group to each folder.




             Copyright 2009 - City of Chicago Proprietary & Confidential   33
Day 5.x – What We Learned
BROWSER COMPATIBILITY
   Problems w/ IE 6 and 7; Authors now use Firefox
FILE NAMING ISSUES
   Issues with Spaces, Commas, Parens in filenames
PACKAGE SIZES
   Cannot load a single package for the DAM; we
   have chunked this in 500 MB elements
SUB-NODES WITHIN A NODE
   Issues with many docs in one folder; Day
   recommends no more than 500 Sub-Nodes
REVIEW/APPROVAL WORKFLOW
   Still working out issues
           Copyright 2009 - City of Chicago Proprietary & Confidential   34
Day 5.x++ – Wish List
DAM TITLE FIELD (missing in 5.2)
   To override Filename for DAM assets
PASSWORD CHANGE (Author level)
   Only Admins can change passwords
ACTIVATE BUTTON
   Inconsistent; sometimes available, sometimes not
REFERENCES FOR FILES IN DAM
   Could see references in 4.x Media Library
SIMPLIFY REORDERING
   Reuse Drag & Drop model from 4.x
ADD USERNAME TO “DATE PUBLISHED” INFO
   Was a useful feature in 4.x for Admin/Webmaster
           Copyright 2009 - City of Chicago Proprietary & Confidential   35
eChicago - Future Directions
Location-aware Data & Visual Display
Participation & Collaboration (Web 2.0)
Mobile Devices
Language Translation




            Copyright 2009 - City of Chicago Proprietary & Confidential   36
Thank You




             Enjoy your Stay in
                 Chicago!!
Copyright 2009 - City of Chicago Proprietary & Confidential   37

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Case study: City of Chicago - A New 'Day' for eGovernment

  • 1. Day Ignite October 2009 A New ‘Day’ for eChicago Doug Hurdelbrink, Deputy CIO Dept of Innovation & Technology Copyright 2009 - City of Chicago Proprietary & Confidential City of Chicago 1
  • 2. Overview City of Chicago – Enterprise Context Dept of Innovation & Technology City Website – Issues & Opportunities City Website – Design Solution City Website – Day Technology Copyright 2009 - City of Chicago Proprietary & Confidential 2
  • 3. Chicago – by the numbers Third largest city in the United States 227 square miles; 31 miles of lakefront 2.8 million residents; 1.1 million households 1.4 million registered vehicles; 700,000 buildings 500,000 parkway trees 200,000 street lights; 67,000 alley lights 2,700 signalized traffic intersections 2,000 miles of paved alleys 52,000 licensed businesses 20 Fortune 500 HQs Home of the 44th President Copyright 2009 - City of Chicago Proprietary & Confidential 3
  • 4. Chicago – Municipal Government 53 Elected Officials; 50 Wards Mayor, Clerk, Treasurer (Executive) 50 Aldermen and Alderwomen (Legislative) “Sister” agencies include: Public Schools Park District Housing Authority Transit Authority Copyright 2009 - City of Chicago Proprietary & Confidential 4
  • 5. Chicago - Executive Branch 42 Departments Public-facing Depts Public Safety - Police, Fire, OEMC Community Services – 311, Health, Family Svcs, Library Regulatory - Zoning, Business, Animal Care, Environment Infrastructure – Streets & Sanitation, Transportation Development - Community Development, Tourism Public Services – Airports, Water Mgmt Internal Service Depts HR, Budget, Finance, DoIT, Fleet, Law 33,000 Employees Copyright 2009 - City of Chicago Proprietary & Confidential 5
  • 6. Dept of Innovation & Technology Enterprise Programs (COTS products) Commercial Off The Shelf software for HR, Finance, CRM, etc. Software Development (custom products) External and Internal web applications & tools Innovation Center Cross-Department & Non-traditional Initiatives Technical Operations Desktops, Network, Data Center Enterprise Architecture Finance and Administration Copyright 2009 - City of Chicago Proprietary & Confidential 6
  • 7. eGovernment – Many Audiences Residents Property Owners Businesses Building Owners Visitors Developers News Media Non-profits Vendors Foundations Job Seekers Community Orgs City Council Other Govt Entities Policy Makers Many sub-segments Copyright 2009 - City of Chicago Proprietary & Confidential 7
  • 8. Copyright 2009 - City of Chicago Proprietary & Confidential 8
  • 9. eChicago – Three Goals Everything Online (Virtual City) Streamline Operations Innovate for Effectiveness Copyright 2009 - City of Chicago Proprietary & Confidential 9
  • 10. eChicago – Web Presence Government Portal - www.cityofchicago.org Tourism Portal - www.explorechicago.org Custom Applications - webapps.cityofchicago.org Copyright 2009 - City of Chicago Proprietary & Confidential 10
  • 11. eChicago - Capabilities City Services, Information & Programs Events + Travel & Leisure Attractions Searchable Online Databases Local Maps, Zoning & Geographic information Transactional Applications Pay Water & Tax Bills Purchase Licenses & Permits File Legal Documents Request Municipal Services Etc. Copyright 2009 - City of Chicago Proprietary & Confidential 11
  • 12. eChicago - Technology THEN (2003): Solaris OS BroadVision CMS BroadVision App Server Oracle DB Java NOW (2009): Linux OS Day CMS WebLogic/JBOSS Oracle DB Java JEE 12 Copyright 2009 - City of Chicago Proprietary & Confidential
  • 13. eChicago 2.0– Critical Success Factors Success = Research + Design + Technology + Feedback/ “Feedforward” Copyright 2009 - City of Chicago Proprietary & Confidential 13
  • 14. Research Interviews and Focus Groups with end users and stakeholders What do people NEED? What do people WANT? What do people WISH FOR? Copyright 2009 - City of Chicago Proprietary & Confidential 14
  • 15. Research – Issues TECHNOLOGY: BroadVision 7.x, Solaris STRUCTURE: Too Deep; many clicks to goodies PERFORMANCE: Response time & Capacity issues USABILITY: Content & Capabilities- vast but diffuse METAPHORS: Ineffective (User Type, City Dept) SEARCH: Search & Navigation often criticized CONVENIENCE: URLs not shareable (SessionIDs) VISUAL DESIGN: Concept & Design dates to 2002 COST: Expensive to host & support EXTENSIBILITY: Difficult to extend or enhance Copyright 2009 - City of Chicago Proprietary & Confidential 15
  • 16. Research – Goals TECHNOLOGY: Simpler; Day + Linux STRUCTURE: Shallow; “two click” goal PERFORMANCE: One second response target USABILITY: Multiple paths to goal; field testing METAPHORS: Services, Audiences, Actions, Clusters SEARCH: Optimized for Findability CONVENIENCE: Simple site hierarchy VISUAL DESIGN: Contemporary, energized COST: Lower fixed & hosting costs EXTENSIBILITY: Out of the box tools vs. custom code PUBLISHING: Distributed authors; Editorial Board Copyright 2009 - City of Chicago Proprietary & Confidential 16
  • 17. Research – Strategic Themes City Services – Central Focus ‘Global City’ Tailored Information, Multiple Pathways Facilitate Online Community Exceptional User Experience Fresh Content Easy, Improved Publishing Copyright 2009 - City of Chicago Proprietary & Confidential 17
  • 18. Design It’s A Process It’s A Verb It’s A Noun Copyright 2009 - City of Chicago Proprietary & Confidential 18
  • 19. “Design Is Invisible ….Until It Fails” Bruce Mau Massive Change Copyright 2009 - City of Chicago Proprietary & Confidential 19
  • 20. Scope Design - Content Model What “Things” is the Site All About? Primary Entities/Data Objects Relationships Between Objects Attributes of Each Entity Logical Record Layouts, Field Fmts Copyright 2009 - City of Chicago Proprietary & Confidential 20
  • 21. Structural Design – Information Architecture IA – the organization, structure and arrangement of site content that best enables users to satisfy their goals. Copyright 2009 - City of Chicago Proprietary & Confidential 21
  • 22. Skeleton Design – Wireframes & Templates Copyright 2009 - City of Chicago Proprietary & Confidential 22
  • 23. Surface Design – Visual Presentation Copyright 2009 - City of Chicago Proprietary & Confidential 23
  • 24. Design Process – Elements of User Experience Jesse James Garrett http://www.jjg.net/elements/pdf/elements.pdf Copyright 2009 - City of Chicago Proprietary & Confidential 24
  • 25. System Design – Authoring System Copyright 2009 - City of Chicago Proprietary & Confidential 25
  • 26. System Design – Dialogs for Consistency Content is entered in forms & dialogs to ensure consistent and valid content on the site. A Rich Text Editor (tinyMCE) allows creative freedom within a consistent page layout. Copyright 2009 - City of Chicago Proprietary & Confidential 26
  • 27. The Present… Copyright 2009 - City of Chicago Proprietary & Confidential 27
  • 28. …And the Future Copyright 2009 - City of Chicago Proprietary & Confidential 28
  • 29. Technology – History with Day CQ Internal Technology Pilot (2006, 4.1) External Usage - at Scale (2008, 4.2) Full Commitment (2009, 5.x) Copyright 2009 - City of Chicago Proprietary & Confidential 29
  • 30. Technology - Why Day? CMS A Necessity Widely Distributed, non-Technical Authors “Brand” Consistency (Structure/Presentation) Ease-of-Use, Learnability Critical Intranet & Explore Chicago successes Platform & Licensing Advantages Product & Technology Roadmap Copyright 2009 - City of Chicago Proprietary & Confidential 30
  • 31. Technology Choice – 5.x vs. 4.x Standard Developer Platform More Standards-compliance Overall Improved Authoring Features Cost of Future Upgrade Day Professional Services Staffing Copyright 2009 - City of Chicago Proprietary & Confidential 31
  • 32. Day 5.x – What We Liked AUTHORING FEATURE & UI IMPROVEMENTS Addressed Many User Issues/Requests from 4.x Screens Better/Clearer In General Easier to Upload Multiple Files Admin Features More Intuitive Etc. DEV ENVIRONMENT (CQDE) More useful and productive toolset SLING API Improves Code Organization, Reduces Dev Effort DAYCARE SUPPORT Timely, helpful attention to issues (~35 tickets from May thru Oct) Copyright 2009 - City of Chicago Proprietary & Confidential 32
  • 33. Day 5.x – What We Learned AUTHOR ENV - FEATURE CHANGES FROM 4.x to 5.x •  RICH TEXT EDITOR - FCK Replaced; we used TinyMCE •  DELETE FUNCTION – now Tied to Edit; we customized to prevent authors from deleting core Folders •  PAGE UNLOCK RIGHTS - Only Author can unlock; Admin cannot •  MULTI-SELECT LISTS – We created a custom widget; this was a feature in 4.x •  USER ACCESS MODEL – Could not use regular expressions (wildcards) to assign user access. We had to assign access for each user group to each folder. Copyright 2009 - City of Chicago Proprietary & Confidential 33
  • 34. Day 5.x – What We Learned BROWSER COMPATIBILITY Problems w/ IE 6 and 7; Authors now use Firefox FILE NAMING ISSUES Issues with Spaces, Commas, Parens in filenames PACKAGE SIZES Cannot load a single package for the DAM; we have chunked this in 500 MB elements SUB-NODES WITHIN A NODE Issues with many docs in one folder; Day recommends no more than 500 Sub-Nodes REVIEW/APPROVAL WORKFLOW Still working out issues Copyright 2009 - City of Chicago Proprietary & Confidential 34
  • 35. Day 5.x++ – Wish List DAM TITLE FIELD (missing in 5.2) To override Filename for DAM assets PASSWORD CHANGE (Author level) Only Admins can change passwords ACTIVATE BUTTON Inconsistent; sometimes available, sometimes not REFERENCES FOR FILES IN DAM Could see references in 4.x Media Library SIMPLIFY REORDERING Reuse Drag & Drop model from 4.x ADD USERNAME TO “DATE PUBLISHED” INFO Was a useful feature in 4.x for Admin/Webmaster Copyright 2009 - City of Chicago Proprietary & Confidential 35
  • 36. eChicago - Future Directions Location-aware Data & Visual Display Participation & Collaboration (Web 2.0) Mobile Devices Language Translation Copyright 2009 - City of Chicago Proprietary & Confidential 36
  • 37. Thank You Enjoy your Stay in Chicago!! Copyright 2009 - City of Chicago Proprietary & Confidential 37