To make the most effective use of a portal and content management platform, personalization is a critical component of delivering the most value to end users. Regardless of what type of constituents you may be serving, content relevance is critical to support business goals like self-service, communication within a geographically distributed organization, lead generation and customer loyalty effectively. This especially holds true when serving external parties, as they generally have a lower threshold for digging through your site to locate a particular item of interest and are apt to leave or dial a helpdesk if their efforts cannot locate the relevant information.

Optimal delivery of content can be achieved through a variety of methods, but it is generally a blend of security and filtering via meta data that can drive the most return with the least amount of upfront effort and ongoing upkeep. In a portal environment various platform components have their strong suits and by combining the capabilities of enterprise portal and content platforms much of the groundwork for personalization can be achieved in a configuration-based manner.

In our discussion we will cover terminology and concepts, example scenarios and technical implementation strategies to help showcase how personalization of content can be achieved within a portal from a technical and strategic standpoint. Read on to better understand the chart below and the components at our disposal to personalize content delivery.

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