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Designing your SharePoint
  Internet site: The basics
Quick Facts



About Us           Approach          Partnerships
• 22nd Year        • Vendor          •   Microsoft Gold
• Grand Rapids &     Independent     •   VMware Enterprise
  Royal Oak        • Non-reseller    •   Citrix Silver
• 30 Staff         • Professional    •   Cisco Registered
                     Services Only   •   Novell Gold
Expertise
Microsoft Gold Partner


Competencies       Successes               Pinpoint
• Four Gold        • Customer Excellence   • Microsoft’s official
• Eight Silver       Award                   partner directory
                   • Virtual Technical     • 5-star rating
                     Specialist (VTSP)
                   • Managed Partner
                   • Numerous Partner
                     Awards
Get Social with C/D/H

C/D/H Talks Tech    C/D/H Tweets Tech
Your Presenter


Jeff Kinnelly
Consultant, Design / Development
JeffK@cdh.com
Agenda

•   Understanding user experience
•   User experience in SharePoint
•   Case study: Chippewa Valley Technical College
•   Development tools and tips
•   Web analytics and optimization
•   Demo: Master pages & page layouts
•   Demo: Methods for branding SharePoint sites
•   Resources
The Goal




Make It Not Look Like SharePoint!

                                    8
Fiat.com
Sharpie.com
Brembo.com
AMD.com
UX. What is it?


User Experience
n. the overall experience and satisfaction a
user has when using a product or system
UX. What is it?




User Experience is
multifaceted!
UX. What is it?

User Experience is…
a multi-disciplinary process of design
•   Accessibility
•   Information Architecture (IAI)
•   Information Design (IDA)
•   Interaction Design (IxDA)
•   Technical Writing (STC)
•   Usability Engineering (UPA)
•   User Research (HFES)
•   Visual Design / Branding
•   Web Analytics (WAA)
UX. What is it?

• Differentiates a product or service
• Creates business opportunities
• Improves efficiency
The Proof is in the Returns
       10
         9
                                                                        Design Organizations
          8
          7
          6
                                                                        S&P 500
          5
          4
           3
           2
           1
            0
                    Year 1
                                        Year 3
                                                 Year 5
Stock performance of 63 “Design Oriented Companies” versus the S&P 500 over 1, 3 and 5 years
Source: Peer Research , Fast Company,
A Valuable Investment

• “Every $1 invested in usability returns between
  $10 and $100” -- IBM, Cost-Justifying Ease of Use

• Investing 10% of a total project budget yields:
    Metric                                                 Return
    Sales/ Conversion rate                                 100%
    Visitors/ Traffic                                      150%
    User Performance / Productivity                        161%
    Use of (Key) Features                                  202%

                              Jakob Nielson, Return on Investment for Usability
UX with SharePoint
What Users Want

1. Users don’t care about how the software is built. They
   want performance, convenience and results

2. Unless it allows them to get their work/task done faster,
   they don’t want to learn a new/different way of doing
   something

3. They want a responsive UI with visual clues as to ‘what
   next’. They don’t want to guess what to do (or hunt for it)

4. As far as they’re concerned the experience is the
   product
What Users Expect: Conventions




               Marcy Kellar / Universal Usability Guidelines
Successfully Improving User
               Experience

•   Use Web Analytics to identify when usability issues occur
    (e.g. funnel analysis)
•   Find reasons why usability issues occur (e.g. expert review)
•   Evaluate different design solutions (e.g. usability testing)
•   Validate design solutions (e.g. multivariate testing)
•   Use Web Analytics data to optimize navigation (e.g. order
    of navigation items)
•   Interdisciplinary teams of Information Architects, User
    Researchers, Designers, and Web Analysts can fulfill these
    requirements best


                                    Source: Nicolas Mohr - SapientNitro
Content is King

Facets of content relevant to SharePoint
   – Governance & Ownership - Who owns, creates content?
     When does content get created or removed? Is it
     centralized? Does it need approval?
Format (that content is in)
   – Textual documents, articles,, newsletters, audio &
     videos, etc.
   – Volume
   – How big is your website going to be? How many content
      contributors do you have?
Dynamism
   – What is the rate of growth of content? Should it expire?
How Pages Work
Design Best Practices

• Master Pages
  – 2 or 3
     • Home page
     • Landing page
     • Content Subpage
• Content Types
  – 1 – very generic and broad type
• Page Layouts
  – Optimal number 5 to 7
     • Less than 5  Limited layout options
     • More than 7  Difficult to support and train end-users
  – Consider maintenance
Design Best Practices

• Build your own templates
   –   Site definitions
   –   Master pages
   –   Style sheets
   –   Content types
   –   Page layouts
• Leverage SharePoint Community resources
• Randy Drisgill - MVP SharePoint Server
   – Starter Master Pages for SharePoint 2010
Case Study:
    Chippewa Valley Technical College

•   Public website
•   Rich-media enhancements
•   Leverages OOTB functionality
•   Leveraged staff’s knowledge
•   Rich integration with data systems
•   Measureable objectives
    – Process Automation
    – Centralized course catalog
http://www.cvtc.edu/
Analytics & Optimization

Performance Goals: Reduce page weight (wait)


Dev/Optimization     Analytics            SP2010 Techniques
• Yslow              • Reinvigorate       • Output Caching
• Fiddler            • Omniture           • CSS Sprites
• Firebug                                 • Consolidate JS & CSS files
• Hammerhead         • Google Analytics   • Cache JS, CSS and image
• Aptimize           • Web Trends           files in browser
                                          • Minification of JS and CSS
                                          • Anonymous access for
                                            CSS, JS and image files
                                          • Javascript Suppression
Advanced Tips & Tricks

Remove specific content from Search Results
  <div class=“footer noindex”/>
     <!--- footer content --->
   </div>



Security controlled content
<Sharepoint:SPSecurityTrimmedControl runat="server"
Permissions="ManageWeb">
   <!--- content here --->
</Sharepoint:SPSecurityTrimmedControl>
Advanced Tips & Tricks

Including a footer in your design?

Add s4-notdlg for HTML elements that you don’t want to show in the
dialog boxes

<div class=“customFooter”>

<div class=“customFooter s4-notdlg”>
Easily show a Favicon in
                           SharePoint 2010

Easily show a Favicon in SharePoint 2010




SharePoint 2007 approach
<link rel=“shortcut icon” href=“/Style Library/images/favicon.ico”/>


SharePoint 2010 approach
<SharePoint:SPShortcutIcon runat=“server” IconUrl=“/Style Library/images/favicon.ico”/>
Improve Performance
Javascript Optimization

           The problem…
                – SP2010 Javascript payload is large (480k)
                – Script On Demand framework (SOD)
                – Removal / suppression isn’t currently
                  supported
            The solution…
                – A custom control
                – Improves page load times by 16%-25%


Chris O'Brien - SharePoint MVP (www.sharepointnutsandbolts.com)
Javascript Optimization




    Chris O'Brien - SharePoint MVP (www.sharepointnutsandbolts.com)
Aptimize

• Automates many optimizations
  – Image sprites
  – Combining/minifying JavaScript & CSS
• Filter is installed on WFEs
• Good option where no optimization
  expertise?
• Project decision – spend $ on product or
  implementation effort?
Aptimize
In Conclusion

• Design should be about making business
  sense and achieving business objectives
• Users aren’t concerned about the
  technical solution
• Users want performance, convenience
  and results
• Every Web CMS has its quirks
• SharePoint remains an evolving and
  flexible solution
Questions about whether design is
necessary or affordable are quite
beside the point. Design is inevitable.
The alternative to good design is bad
design, not no design at all.


                                          Douglas Martin
                     Book Design: A Practical Introduction
Thank You

Royal Oak                                 Grand Rapids
306 S Washington Ave                      15 Ionia SW
Suite 212                                 Suite 270
Royal Oak, MI 48067                       Grand Rapids, MI 49503
p: (248) 546-1800                         p: (616) 776-1600




               www.cdh.com
                 (c) C/D/H 2007. All rights reserved

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Designing your SharePoint site: The basics

  • 1. Designing your SharePoint Internet site: The basics
  • 2. Quick Facts About Us Approach Partnerships • 22nd Year • Vendor • Microsoft Gold • Grand Rapids & Independent • VMware Enterprise Royal Oak • Non-reseller • Citrix Silver • 30 Staff • Professional • Cisco Registered Services Only • Novell Gold
  • 4. Microsoft Gold Partner Competencies Successes Pinpoint • Four Gold • Customer Excellence • Microsoft’s official • Eight Silver Award partner directory • Virtual Technical • 5-star rating Specialist (VTSP) • Managed Partner • Numerous Partner Awards
  • 5. Get Social with C/D/H C/D/H Talks Tech C/D/H Tweets Tech
  • 6. Your Presenter Jeff Kinnelly Consultant, Design / Development JeffK@cdh.com
  • 7. Agenda • Understanding user experience • User experience in SharePoint • Case study: Chippewa Valley Technical College • Development tools and tips • Web analytics and optimization • Demo: Master pages & page layouts • Demo: Methods for branding SharePoint sites • Resources
  • 8. The Goal Make It Not Look Like SharePoint! 8
  • 13. UX. What is it? User Experience n. the overall experience and satisfaction a user has when using a product or system
  • 14. UX. What is it? User Experience is multifaceted!
  • 15. UX. What is it? User Experience is… a multi-disciplinary process of design • Accessibility • Information Architecture (IAI) • Information Design (IDA) • Interaction Design (IxDA) • Technical Writing (STC) • Usability Engineering (UPA) • User Research (HFES) • Visual Design / Branding • Web Analytics (WAA)
  • 16. UX. What is it? • Differentiates a product or service • Creates business opportunities • Improves efficiency
  • 17. The Proof is in the Returns 10 9 Design Organizations 8 7 6 S&P 500 5 4 3 2 1 0 Year 1 Year 3 Year 5 Stock performance of 63 “Design Oriented Companies” versus the S&P 500 over 1, 3 and 5 years Source: Peer Research , Fast Company,
  • 18. A Valuable Investment • “Every $1 invested in usability returns between $10 and $100” -- IBM, Cost-Justifying Ease of Use • Investing 10% of a total project budget yields: Metric Return Sales/ Conversion rate  100% Visitors/ Traffic 150% User Performance / Productivity 161% Use of (Key) Features 202% Jakob Nielson, Return on Investment for Usability
  • 20. What Users Want 1. Users don’t care about how the software is built. They want performance, convenience and results 2. Unless it allows them to get their work/task done faster, they don’t want to learn a new/different way of doing something 3. They want a responsive UI with visual clues as to ‘what next’. They don’t want to guess what to do (or hunt for it) 4. As far as they’re concerned the experience is the product
  • 21. What Users Expect: Conventions Marcy Kellar / Universal Usability Guidelines
  • 22. Successfully Improving User Experience • Use Web Analytics to identify when usability issues occur (e.g. funnel analysis) • Find reasons why usability issues occur (e.g. expert review) • Evaluate different design solutions (e.g. usability testing) • Validate design solutions (e.g. multivariate testing) • Use Web Analytics data to optimize navigation (e.g. order of navigation items) • Interdisciplinary teams of Information Architects, User Researchers, Designers, and Web Analysts can fulfill these requirements best Source: Nicolas Mohr - SapientNitro
  • 23. Content is King Facets of content relevant to SharePoint – Governance & Ownership - Who owns, creates content? When does content get created or removed? Is it centralized? Does it need approval? Format (that content is in) – Textual documents, articles,, newsletters, audio & videos, etc. – Volume – How big is your website going to be? How many content contributors do you have? Dynamism – What is the rate of growth of content? Should it expire?
  • 25. Design Best Practices • Master Pages – 2 or 3 • Home page • Landing page • Content Subpage • Content Types – 1 – very generic and broad type • Page Layouts – Optimal number 5 to 7 • Less than 5  Limited layout options • More than 7  Difficult to support and train end-users – Consider maintenance
  • 26. Design Best Practices • Build your own templates – Site definitions – Master pages – Style sheets – Content types – Page layouts • Leverage SharePoint Community resources • Randy Drisgill - MVP SharePoint Server – Starter Master Pages for SharePoint 2010
  • 27. Case Study: Chippewa Valley Technical College • Public website • Rich-media enhancements • Leverages OOTB functionality • Leveraged staff’s knowledge • Rich integration with data systems • Measureable objectives – Process Automation – Centralized course catalog
  • 29. Analytics & Optimization Performance Goals: Reduce page weight (wait) Dev/Optimization Analytics SP2010 Techniques • Yslow • Reinvigorate • Output Caching • Fiddler • Omniture • CSS Sprites • Firebug • Consolidate JS & CSS files • Hammerhead • Google Analytics • Cache JS, CSS and image • Aptimize • Web Trends files in browser • Minification of JS and CSS • Anonymous access for CSS, JS and image files • Javascript Suppression
  • 30. Advanced Tips & Tricks Remove specific content from Search Results <div class=“footer noindex”/> <!--- footer content ---> </div> Security controlled content <Sharepoint:SPSecurityTrimmedControl runat="server" Permissions="ManageWeb"> <!--- content here ---> </Sharepoint:SPSecurityTrimmedControl>
  • 31. Advanced Tips & Tricks Including a footer in your design? Add s4-notdlg for HTML elements that you don’t want to show in the dialog boxes <div class=“customFooter”> <div class=“customFooter s4-notdlg”>
  • 32. Easily show a Favicon in SharePoint 2010 Easily show a Favicon in SharePoint 2010 SharePoint 2007 approach <link rel=“shortcut icon” href=“/Style Library/images/favicon.ico”/> SharePoint 2010 approach <SharePoint:SPShortcutIcon runat=“server” IconUrl=“/Style Library/images/favicon.ico”/>
  • 34. Javascript Optimization The problem… – SP2010 Javascript payload is large (480k) – Script On Demand framework (SOD) – Removal / suppression isn’t currently supported The solution… – A custom control – Improves page load times by 16%-25% Chris O'Brien - SharePoint MVP (www.sharepointnutsandbolts.com)
  • 35. Javascript Optimization Chris O'Brien - SharePoint MVP (www.sharepointnutsandbolts.com)
  • 36. Aptimize • Automates many optimizations – Image sprites – Combining/minifying JavaScript & CSS • Filter is installed on WFEs • Good option where no optimization expertise? • Project decision – spend $ on product or implementation effort?
  • 38. In Conclusion • Design should be about making business sense and achieving business objectives • Users aren’t concerned about the technical solution • Users want performance, convenience and results • Every Web CMS has its quirks • SharePoint remains an evolving and flexible solution
  • 39. Questions about whether design is necessary or affordable are quite beside the point. Design is inevitable. The alternative to good design is bad design, not no design at all. Douglas Martin Book Design: A Practical Introduction
  • 40. Thank You Royal Oak Grand Rapids 306 S Washington Ave 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 p: (248) 546-1800 p: (616) 776-1600 www.cdh.com (c) C/D/H 2007. All rights reserved