Planning Your Heretto Deploy Portal

​Building a portal requires the combined efforts of content creators, developers, and business leaders. To help you develop and customize a portal to suit the specific needs of your organization, our Heretto team has created this step-by-step plan to help you succeed on your portal-build journey.

Planning Process

The Heretto team recommends following a planning process like the one below when you're making design decisions about your portal. Here are some steps we recommend for planning an effective and successful project:

Discovery

Identify your audiences and your content delivery goals for your Heretto Deploy Portal. To ensure that the final outcome meets your expectations and requirements, we recommend building a list of high level requirements that your content team shares with your development team.

Design

This involves designing the portal. Using this documentation to determine what's possible, we recommend making wireframe diagrams of the portal based on your needs. Both the content and development teams will need to work together to implement these wireframe designs because the content and page layout are dependent on the content structure.

Branding

Based on your brand guidelines and supplied brand assets, we will work with your marketing department to access the brand book, and assets such as logos and images. Have your web designers add custom styling to reflect the brand identify of your organization.

Visual Design

Using the wireframes and your portal development environment, create a prototype of the portal. This can be shared with your team for comments, suggestions, and feedback.

Design System

Build a set of sample pages that conveys the site's default DITA element styling. Using your sample content, the portal will present typography samples, list types, note types, table formatting, task formatting and code blocks.

Portal Development

At this stage, begin building the navigation system, authentication, and search configuration. Update logos, footers and any other portal page elements.

Content Integration

With the portal development complete, integrate it with your production content. This will expose any additional tasks needed to create the ideal experience. When this is complete, share this within your organization or even with your partners and customers for feedback.

QA and Testing

The final stage in the process involves a test of the portal with your content to verify that the everything runs as planned and is ready to launch. This will help all stakeholders to understand any errors. For this stage, we recommend having all the customizations and configurations pushed up to the staging environment.

Launch

When you are ready for a production launch, work with your Customer Success Manager to coordinate a DNS cutover. This will enable the portal to be accessed by users on your web domain.