Project Roadmap and Setup for a Confluence Knowledge Base and Social Intranet / Digital Workplace

Learn more about the detailed process of building and integrating a knowledge base and social intranet based on Atlassian Confluence. Our roadmap shows you exactly what our approach looks like and how a project is implemented.

Intranet & Knowledge base roadmap

Knowledge Base and Social Intranet Roadmap & Project Flow

Every company has specific requirements for a social intranet or knowledge base. No matter what your exact goals are. 

Whether it's a Social Intranet / Digital Workplace to deliver information to your entire workforce, a platform to foster communication among your teams, or to effectively leverage knowledge within your organization. Our projects are based on best practices to create the best possible experience for you. 

For us, you and your goal are always in the foreground. Below, you will get a first insight into the individual project stages. 

Knowledge Base Setup

1

Technical implementation

2

Confluence configuration

3

Training & Guidelines

4

License management

Installation and configuration by our system administrators

  • ~ 2 days

The basics are already half the battle. A cleanly set up and technically mature system form the basis of your knowledgebase. This way we ensure that all technical challenges are already solved in advance.

Part of any project, therefore, is the setup of Confluence on the infrastructure of your choice. An Atlassian app checkup and quality check to ensure that all apps are ready for your project.

Services:
  • Set up the system (claim domain, share tracks, create sandbox, determine data residency, IP permission listing, define authentication policy).
  • Provide a test installation for the evaluation and pilot phase.
  • Setting up and explaining wiki plugins.
  • Configure user management (user provisioning and removal, SSO).
  • Connection and synchronization with LDAP / Active Directory.

Strategic consulting and project management

  • ~ 2 days

The strategic aspect at the beginning of the project is the central basis of our consulting for enterprise wikis or knowledge base platforms. We make sure that your project is set up and executed correctly from A to Z.

Services:
  • Project management and coordination.
  • Preparation and follow-up of meetings.
  • Elaboration of a strategy for the implementation of the knowledge base in your company.
  • Recommendations for reasonable steps for strategic planning.
  • Other services: Project roadmap, plugin recommendations, documentation, backlog maintenance.

Individual design customization

  • ~ 2.5 days

In this project phase, our communication designers and senior consultants work together to create your individual knowledge base for your company. We focus on your ideas and support you in implementing a professional and high-quality design.

Services:
  • Customization of the individual Confluence theme (look and feel) based on your corporate design and identity.
  • Design adjustments in the front end of the wiki (dashboard, home page, content pages, portal pages).
  • Content design for content including buttons and navigation elements in the content area.

Knowledge base organization and & structuring

  • ~ 2.5 days

Implementing and building the structure of the wiki in Confluence.

Services:
  • Define and implement your authorization and access management.
  • Structuring the design, controlling the content and optimizing the instance.
  • Configuration of the Confluence Space hierarchy
  • Plugins configuration

Confluence introductory training for users

  • ~ 2 days

The training is aimed at users who have not been using Confluence or Confluence Cloud for a long time. In this training, the basic concepts and functions in Confluence are explained in detail. 

Services:
  • Confluence basics, what is a knowledge base and what impact does it have on my daily work.
  • Navigation elements and operation of the system.
  • Introduction to the authorization concept.
  • Creation of new pages and formatting of pages.
  • Editing content and using macros.
  • Open Q&A session and recording for train-the-trainer and other use.

Guide for the use of the Confluence Knowledge Base

  • ~ 2 days

Implementation of a guide for the knowledge base for optimal use of the application. The guide serves as orientation and starting point for all users. The recording of the workshop will be integrated into the guide. Practical exercises: Each user will be given a series of tasks to familiarize themselves with Confluence and gain experience.

Services:
  • Creation of a guide for the use of the application of the system.
  • Integration of the guide into the system and onboarding.
  • Creation of tasks for users.

Confluence licensing

  • Consultation (free of charge)

We advise you on the evaluation of your licenses and support you with operation, installation and hosting. The advantage of purchasing licenses through us (Gold Solution Partner) is a discount of 10 % on new and existing licenses (Confluence, Jira, etc.).

Services:
  • Operation, installation and hosting of Atlassian licenses.
  • 10% Discount for new and existing licenses.

Learn more about license management and hosting here.

License Support

  • Consultation (free of charge)

We provide guidance on the most cost-effective licensing options for renewals, upgrades, and user count downgrades, as well as license management support and application usage guidance. You'll also receive real-time reminders before key licenses expire - for uninterrupted use of Atlassian tools.

Intranet setup

1

Technical implementation

2

Confluence configuration

3

Training & Guideline

4

License management

5

Intranet App Setup

Installation and configuration by our system administrators

  • ~ 2 days

The basics are already half the battle. A cleanly set up and technically mature system form the basis of your knowledgebase. This way we ensure that all technical challenges are already solved in advance.

Part of any project, therefore, is the setup of Confluence on the infrastructure of your choice. An Atlassian app checkup and quality check to ensure that all apps are ready for your project.

Services:
  • Set up the system (claim domain, share tracks, create sandbox, determine data residency, IP permission listing, define authentication policy).
  • Provide a test installation for the evaluation and pilot phase.
  • Setting up and explaining wiki plugins.
  • Configure user management (user provisioning and removal, SSO).
  • Connection and synchronization with LDAP / Active Directory.

Strategic consulting and project management

  • ~ 2 days

The strategic aspect at the beginning of the project is the central basis of our consulting for enterprise wikis or knowledge base platforms. We make sure that your project is set up and executed correctly from A to Z.

Services:
  • Project management and coordination.
  • Preparation and follow-up of meetings.
  • Elaboration of a strategy for the implementation of the knowledge base in your company.
  • Recommendations for reasonable steps for strategic planning.
  • Other services: Project roadmap, plugin recommendations, documentation, backlog maintenance.

Intranet Plugin Setup

  • Setup

Confluence Intranet for Business

We help you build your intranet with our partners from the Atlassian Marketplace.

For intranet solutions based on Confluence, we recommend using two different plugins.

Intranet Plugins:
  • Linchpin Intranet is a social intranet solution based on Confluence. Use a social intranet as a central hub for your collaboration.
  • Refined Theme is a tool for creating modern websites and intranets based on Confluence. Make your Confluence content clear and accessible!

Individual design customization

  • ~ 2.5 days

In this project phase, our communication designers and senior consultants work together to create your individual knowledge base for your company. We focus on your ideas and support you in implementing a professional and high-quality design.

Services:
  • Customization of the individual Confluence theme (look and feel) based on your corporate design and identity.
  • Design adjustments in the front end of the wiki (dashboard, home page, content pages, portal pages).
  • Content design for content including buttons and navigation elements in the content area.

Knowledge base organization and & structuring

  • ~ 2.5 days

Implementing and building the structure of the wiki in Confluence.

Services:
  • Define and implement your authorization and access management.
  • Structuring the design, controlling the content and optimizing the instance.
  • Configuration of the Confluence Space hierarchy.
  • Configuration of plugins.

Confluence introductory training for users

  • 2 days

The training is aimed at users who have not been using Confluence or the Confluence Cloud for a long time. In this training, the basic concepts and functions in Confluence are explained in detail. 

Services:
  • Confluence basics, what is a knowledge base and what impact does it have on my daily work.
  • Navigation elements and operation of the system.
  • Introduction to the authorization concept.
  • Creation of new pages and formatting of pages.
  • Editing content and using macros.
  • Open Q&A session and recording for train-the-trainer and other use.

Guide for the use of the Confluence Intranet

  • 2 days

Implementation of a guide for the intranet for optimal use of the application. The guide serves as an orientation and starting point for all users. The recording of the workshop will be integrated into the guide. Practical exercises: Each user will be given a series of tasks to familiarize themselves with Confluence and gain experience using the software.

Services:
  • Creation of a guide for the use of the application of the system.
  • Integration of the guide into the system and onboarding.
  • Creation of tasks for users.

Confluence licensing

  • Consultation (free of charge)

We advise you on the evaluation of your licenses and support you with operation, installation and hosting. The advantage of purchasing licenses through us (Gold Solution Partner) is a discount of 10 % on new and existing licenses (Confluence, Jira, etc.).

Services:
  • Operation, installation and hosting of Atlassian licenses.
  • 10% Discount for new and existing licenses.

Learn more about license management and hosting here.

License Support

  • Consultation (free of charge)

We provide guidance on the most cost-effective licensing options for renewals, upgrades, and user count downgrades, as well as license management support and application usage guidance. You'll also receive real-time reminders before key licenses expire - for uninterrupted use of Atlassian tools.

FAQs (Frequently asked questions)

Do you have any further questions? Contact us at any time.

Intranet and Knowledge Base Success Stories

Better call XALT

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Would you like more information or would you like a customized solution? We support you in getting the best out of your business. Feel free to contact us by phone, email or visit us in our office.

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