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Make Your Intranet Successful        SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
                                     AUTOMATION
 User Adoption and Usability, Change Management,
 Governance, Current Trends




Karl Redenbach
Lee Ralph
Agenda

 Introduction to SharePoint
 What makes a successful Intranet?
 Common challenges / mistakes
 Change Management
 Usability
   Intranet Examples

   Trends

   Issues contributing to poor user experience

 Return on investment
 Intranet Project Timeframes
Introduction
 Who is OSC?
 Information Management Consulting
  Practice
 Microsoft Gold Certified Partner
 Offices in Sydney, Melbourne,
  Canberra, Brisbane, Shanghai,
  London, New York and San Diego
 Australia’s 2nd Fastest Growing
  Technology Company in 2009
 Big believers in leveraging SharePoint
  Out-of-the-box
 All about the business outcomes
   STRATEGY   CONSULTING   SUPPORT         SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Introduction
OSC Services
 Consulting Services
 Information Management and Cloud Strategy
 Graphic Design & Usability
 SharePoint Online and Exchange Online
 Form and Workflow Development
 Training & Custom Development
 Intranet/Extranet/Internet Projects
 SharePoint Support Services
 Everything SharePoint!
OSC Value Add
 6 years of re-usable IP
 We can share our experience within your
  industry vertical
  STRATEGY      CONSULTING      SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Introduction to SharePoint 2010
What is SharePoint?
    A multi purpose web platform
    Intranet portal's, extranets and web sites,
     document management, business intelligence
     and workflow
    Highly scalable
    On premise or “in the cloud”




 STRATEGY    CONSULTING     SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Key drivers for a successful Intranet
       Change             • Training                                         User Adoption
     Management           • Communication

                          • Solve user problems
           Usability      • Make it an enjoyable experience

     Information          • Search
     Management           • Information Architecture

                          • Manage / maintain / monitor solution
      Governance          • Infrastructure / Users


  How do we get there? Use the right methodology!
STRATEGY     CONSULTING   SUPPORT        SHAREPOINT CONSULTING     INFORMATION MANAGEMENT   BUSINESS PROCESS
Project Approach


           Effort
     Usability

            40%




            40%


            20%
STRATEGY     CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Change Management

Change management is a structured approach
to shifting/transitioning individuals, teams, and
organizations from a current state to a desired
future state.
It is an organisational process aimed at
empowering employees to accept and embrace
changes in their current business environment.
Change Management
Be innovative…
    Training should NOT be an after thought!
      Instructor led training
      E-Learning
      User guides / Quick reference / Tip Sheets
      YouTube?
      Training should teach people WHY they are pushing
       buttons!
    Communications Plan
    Change tactics
    Risk mitigation

 STRATEGY   CONSULTING     SUPPORT      SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Governance

Governance is the set of policies, roles,
responsibilities, and processes that guide, direct,
and control how an organisation's business
divisions and IT teams cooperate to achieve
business goals.
Governance
                                                            IT
Simplifying Governance
    Define a Governance Strategy
        A good Governance Strategy, leads to a great
         Training Strategy
                                                            Information management
    Define Roles and Responsibilities
    Consider including Roles and Responsibilities
     within employee KPI’s
    Involve key business stakeholders in decision
     making                                                 Applications

    IT should not “own” the platform
    Make governance visual

 STRATEGY    CONSULTING    SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Governance
Make Governance Visual




 STRATEGY   CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Usability

Usability is the ease in which people can use a
particular tool or object to achieve a particular
goal.

User experience is the experience a person has
when they interact with a product or service.
What’s the difference?
osc training offering
                 Usability                                     User Experience




STRATEGY   CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
What is usability?

 Definition                                                      Purpose
Usability is the measure of the quality of the user          Analysing how users engage with a system ensures it
experience when interacting with something –                 is built appropriately. We understand how users
whether a:                                                   engage by asking:

 web site;                                                      Who are the users of the product or system?
 traditional software application; or                           Where will they interact with it?
 any other device the user can operate in some way
                                                                 What do they want to do with it?
Jakob Nielsen                                                    How are they naturally inclined to operate it?




 STRATEGY       CONSULTING     SUPPORT         SHAREPOINT CONSULTING    INFORMATION MANAGEMENT        BUSINESS PROCESS
User experience and accessibility
      What is web accessibility?
     Web Content Accessibility Guidelines (WCAG) 2.0 defines how to make Web content more accessible to
      people with disabilities. Accessibility involves a wide range of disabilities, including visual, auditory,
      physical, speech, cognitive, language, learning, and neurological disabilities.

     WCAG 2.0 is a technical standard developed under the Web Accessibility Initiative of the World Wide
      Web Consortium (W3C).




STRATEGY       CONSULTING         SUPPORT            SHAREPOINT CONSULTING           INFORMATION MANAGEMENT        BUSINESS PROCESS
Usability Examples

“Usability guru of the universe, Jakob Nielsen,
produces a report each year on the best
Intranet’s of the year.
The next section highlights some examples from
this report, and other examples from OSC”
SharePoint Design Based on Mobile Device

 Familiar Interface
 Icon driven
 Simple
Heineken Intranet

   Search driven design
   Graphically aesthetic
   Good corporate branding
   Dedicated real estate for quick links
   Encouraging a sense of community
       Users currently online are listed on the
        side of the page.
Heineken Intranet

 Creating internal awareness of the
  brand’s external web presence
 Heineken-related videos posted on
  YouTube and images posted on Flickr
  also appear on the site, giving users a
  sense of how the brand is being
  portrayed.
AMP Intranet

   Company-wide news
   Team news
   Access to personalized news feeds
   Recent content from the media
    library, blogs, and wikis.
AMP Intranet Search

 Ratings driven search
 Content using a star rating scale
 Adding tags / comments to help
  the search engine identify content
Verizon

 News
 Productivity tools
 Business unit specific news &
  information
 Email inbox & calendar viewing
  functionality
Verizon

 Promoting collaboration
 Group Pages allow online
  collaboration and document
  sharing for teams
 Promoting ownership by showing
  group members
Credit Suisse Intranet

 Puts employee at centre of
  Intranet, not organisation
 User can move home page
  content around using drag and
  drop
 Video avatars introduce new
  content
Duke Energy Intranet

 Focus on community and collaboration
 Features guest bloggers throughout the
  company
 Encourages employees to suggest home
  page content
 Employees can submit calendar items and
  news
Themes amongst winners
What’s HOT
   Mobile friendly intranets                                        Facilities to submit ideas for improvement
   Mimicking trends of popular web sites                            Recognition given for participation
        Mega menu navigation                                   Sites relying on the power of the community
        Drag and drop functionality so individuals can              Functionality supporting ratings, comments, views,
         customise their page                                         actions
   Strong Search                                                    Feedback facilities
        Predictive text & suggested search terms                    Transparency in what people are doing
        Faceted search
   Participatory sites
        Encourage information sharing through repositories
        Facilities to start & join discussions




STRATEGY       CONSULTING          SUPPORT          SHAREPOINT CONSULTING      INFORMATION MANAGEMENT              BUSINESS PROCESS
Issues contributing to poor user experience
What’s NOT hot?
      Bad search
      Poor visual design
      Varied font styles and sizes
      No attention to common colour scheme
      Irregular page widths
      Poor navigation / lack of navigational cues / visited links
      Cluttered pages or unintentional excessive white space
      Little consideration of bandwidth
      Browser compatibility


 STRATEGY    CONSULTING    SUPPORT      SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Improve Usability




                 Contrast         Repetition     Alignment         Proximity




STRATEGY   CONSULTING   SUPPORT     SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
A CRAP way to improve usability

   Contrast
       Contrast in visual design helps to
        direct the viewer’s eyes to what’s
        important and helps them focus on
        what to do next.
       Simple text changes like bold, italic,
        underlining, uppercase, colour and
        highlighting may often be sufficient.
       Use in moderation




STRATEGY    CONSULTING      SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
A CRAP way to improve usability
                                                         Where do you put your knives / spoons / forks?

   Repetition
       Repetition is really about consistency
                                                         Ok now put away a penknife…
       Ensure that people can find the common
        elements of a web page (such as page titles,
        site navigation, page navigation, search etc.)
        in the standard locations                        OK now put away this box cutter…
       Think about the task your users are carrying
        out
                                                          They are all knives – why put them in different
                                                          locations?
                                                          This behaviour is entirely consistent with the task that
                                                          the object is used for.


STRATEGY    CONSULTING     SUPPORT        SHAREPOINT CONSULTING    INFORMATION MANAGEMENT          BUSINESS PROCESS
A CRAP way to improve usability
                                                 Which looks easier to complete?
   Alignment
       Alignment is probably the
        most dramatic visual
        treatment you can do to a
        design to make it appear
        visually easier to use




STRATEGY    CONSULTING    SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
A CRAP way to improve usability

   Proximity
       The principle of proximity means that if you
        place elements in a user interface near each
        other, people will think that they are related
        somehow
       Proximity will help users find the option they
        are looking for
       The way you organise information on the
        page helps people build a conceptual model
        of how the interface is structured. The web
        design trend of using “portlets” check
        www.bbc.co.uk

STRATEGY    CONSULTING      SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
OSC design process
What we do…
     Dedicated design team
     Produce concepts based on brief
     Map design to Master Page and CSS
     Build branding package
         Feature stapling ensures consistent
          branding
         Supports governance




STRATEGY      CONSULTING     SUPPORT       SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Return on investment

   Anecdotal evidence on the effects of good intranet investment:
       Happy users, extensive use of new features, and fewer calls to
        support. It’s reasonable to claim the reduced support costs as a direct
        monetary gain from the usability efforts.
   ROI indicators measured by the entrants:
       AMP measured a 300% increase in the use of search after the
        search feature was improved.
   Decreased use can also be a good ROI indicator.
       Habitat for Humanity saw a 60% drop in “where do I find…?”
        questions after launching its improved design.



STRATEGY    CONSULTING     SUPPORT       SHAREPOINT CONSULTING     INFORMATION MANAGEMENT   BUSINESS PROCESS
End Presentation
               SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
               AUTOMATION

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Osc share point 2010 make you intranet successful - 17th feb 2012 - public

  • 1. Make Your Intranet Successful SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS AUTOMATION User Adoption and Usability, Change Management, Governance, Current Trends Karl Redenbach Lee Ralph
  • 2. Agenda  Introduction to SharePoint  What makes a successful Intranet?  Common challenges / mistakes  Change Management  Usability  Intranet Examples  Trends  Issues contributing to poor user experience  Return on investment  Intranet Project Timeframes
  • 3. Introduction Who is OSC?  Information Management Consulting Practice  Microsoft Gold Certified Partner  Offices in Sydney, Melbourne, Canberra, Brisbane, Shanghai, London, New York and San Diego  Australia’s 2nd Fastest Growing Technology Company in 2009  Big believers in leveraging SharePoint Out-of-the-box  All about the business outcomes STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 4. Introduction OSC Services  Consulting Services  Information Management and Cloud Strategy  Graphic Design & Usability  SharePoint Online and Exchange Online  Form and Workflow Development  Training & Custom Development  Intranet/Extranet/Internet Projects  SharePoint Support Services  Everything SharePoint! OSC Value Add  6 years of re-usable IP  We can share our experience within your industry vertical STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 5. Introduction to SharePoint 2010 What is SharePoint?  A multi purpose web platform  Intranet portal's, extranets and web sites, document management, business intelligence and workflow  Highly scalable  On premise or “in the cloud” STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 6. Key drivers for a successful Intranet Change • Training User Adoption Management • Communication • Solve user problems Usability • Make it an enjoyable experience Information • Search Management • Information Architecture • Manage / maintain / monitor solution Governance • Infrastructure / Users How do we get there? Use the right methodology! STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 7. Project Approach Effort Usability 40% 40% 20% STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 8. Change Management Change management is a structured approach to shifting/transitioning individuals, teams, and organizations from a current state to a desired future state. It is an organisational process aimed at empowering employees to accept and embrace changes in their current business environment.
  • 9. Change Management Be innovative…  Training should NOT be an after thought!  Instructor led training  E-Learning  User guides / Quick reference / Tip Sheets  YouTube?  Training should teach people WHY they are pushing buttons!  Communications Plan  Change tactics  Risk mitigation STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 10. Governance Governance is the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organisation's business divisions and IT teams cooperate to achieve business goals.
  • 11. Governance IT Simplifying Governance  Define a Governance Strategy  A good Governance Strategy, leads to a great Training Strategy Information management  Define Roles and Responsibilities  Consider including Roles and Responsibilities within employee KPI’s  Involve key business stakeholders in decision making Applications  IT should not “own” the platform  Make governance visual STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 12. Governance Make Governance Visual STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 13. Usability Usability is the ease in which people can use a particular tool or object to achieve a particular goal. User experience is the experience a person has when they interact with a product or service.
  • 14. What’s the difference? osc training offering Usability User Experience STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 15. What is usability? Definition Purpose Usability is the measure of the quality of the user Analysing how users engage with a system ensures it experience when interacting with something – is built appropriately. We understand how users whether a: engage by asking:  web site;  Who are the users of the product or system?  traditional software application; or  Where will they interact with it?  any other device the user can operate in some way  What do they want to do with it? Jakob Nielsen  How are they naturally inclined to operate it? STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 16. User experience and accessibility What is web accessibility?  Web Content Accessibility Guidelines (WCAG) 2.0 defines how to make Web content more accessible to people with disabilities. Accessibility involves a wide range of disabilities, including visual, auditory, physical, speech, cognitive, language, learning, and neurological disabilities.  WCAG 2.0 is a technical standard developed under the Web Accessibility Initiative of the World Wide Web Consortium (W3C). STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 17. Usability Examples “Usability guru of the universe, Jakob Nielsen, produces a report each year on the best Intranet’s of the year. The next section highlights some examples from this report, and other examples from OSC”
  • 18. SharePoint Design Based on Mobile Device  Familiar Interface  Icon driven  Simple
  • 19. Heineken Intranet  Search driven design  Graphically aesthetic  Good corporate branding  Dedicated real estate for quick links  Encouraging a sense of community  Users currently online are listed on the side of the page.
  • 20. Heineken Intranet  Creating internal awareness of the brand’s external web presence  Heineken-related videos posted on YouTube and images posted on Flickr also appear on the site, giving users a sense of how the brand is being portrayed.
  • 21. AMP Intranet  Company-wide news  Team news  Access to personalized news feeds  Recent content from the media library, blogs, and wikis.
  • 22. AMP Intranet Search  Ratings driven search  Content using a star rating scale  Adding tags / comments to help the search engine identify content
  • 23. Verizon  News  Productivity tools  Business unit specific news & information  Email inbox & calendar viewing functionality
  • 24. Verizon  Promoting collaboration  Group Pages allow online collaboration and document sharing for teams  Promoting ownership by showing group members
  • 25. Credit Suisse Intranet  Puts employee at centre of Intranet, not organisation  User can move home page content around using drag and drop  Video avatars introduce new content
  • 26. Duke Energy Intranet  Focus on community and collaboration  Features guest bloggers throughout the company  Encourages employees to suggest home page content  Employees can submit calendar items and news
  • 27. Themes amongst winners What’s HOT  Mobile friendly intranets  Facilities to submit ideas for improvement  Mimicking trends of popular web sites  Recognition given for participation  Mega menu navigation  Sites relying on the power of the community  Drag and drop functionality so individuals can  Functionality supporting ratings, comments, views, customise their page actions  Strong Search  Feedback facilities  Predictive text & suggested search terms  Transparency in what people are doing  Faceted search  Participatory sites  Encourage information sharing through repositories  Facilities to start & join discussions STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 28. Issues contributing to poor user experience What’s NOT hot?  Bad search  Poor visual design  Varied font styles and sizes  No attention to common colour scheme  Irregular page widths  Poor navigation / lack of navigational cues / visited links  Cluttered pages or unintentional excessive white space  Little consideration of bandwidth  Browser compatibility STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 29. Improve Usability Contrast Repetition Alignment Proximity STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 30. A CRAP way to improve usability  Contrast  Contrast in visual design helps to direct the viewer’s eyes to what’s important and helps them focus on what to do next.  Simple text changes like bold, italic, underlining, uppercase, colour and highlighting may often be sufficient.  Use in moderation STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 31. A CRAP way to improve usability Where do you put your knives / spoons / forks?  Repetition  Repetition is really about consistency Ok now put away a penknife…  Ensure that people can find the common elements of a web page (such as page titles, site navigation, page navigation, search etc.) in the standard locations OK now put away this box cutter…  Think about the task your users are carrying out They are all knives – why put them in different locations? This behaviour is entirely consistent with the task that the object is used for. STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 32. A CRAP way to improve usability Which looks easier to complete?  Alignment  Alignment is probably the most dramatic visual treatment you can do to a design to make it appear visually easier to use STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 33. A CRAP way to improve usability  Proximity  The principle of proximity means that if you place elements in a user interface near each other, people will think that they are related somehow  Proximity will help users find the option they are looking for  The way you organise information on the page helps people build a conceptual model of how the interface is structured. The web design trend of using “portlets” check www.bbc.co.uk STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 34. OSC design process What we do…  Dedicated design team  Produce concepts based on brief  Map design to Master Page and CSS  Build branding package  Feature stapling ensures consistent branding  Supports governance STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 35. Return on investment  Anecdotal evidence on the effects of good intranet investment:  Happy users, extensive use of new features, and fewer calls to support. It’s reasonable to claim the reduced support costs as a direct monetary gain from the usability efforts.  ROI indicators measured by the entrants:  AMP measured a 300% increase in the use of search after the search feature was improved.  Decreased use can also be a good ROI indicator.  Habitat for Humanity saw a 60% drop in “where do I find…?” questions after launching its improved design. STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
  • 36. End Presentation SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS AUTOMATION

Notes de l'éditeur

  1. Introduction:A little about my historySharePoint interests
  2. osc Project Methodology
  3. Susan Hanley“Governance needs to be alive” by keeping it visual it increases the chance of it evolving.
  4. Icon driven navigationThe client got out their phone I want the intranet to look like this!
  5. Search centric useful for disparate IAPotential short term solution fix more organic IATrain your users on search
  6. Newsgator – I now only really send emails externally.OOTB MySites, Newsfeed, NewsGator, Microblogging, Ideation, NG Pivot
  7. There’s a deeper reason why consistency matters in user interface design and this example illustrates it. Your behaviour in these examples is entirely consistent with the task that you use these objects for. A knife is more like a fork than a box knife when the task is eating; but it is more like a hammer when the task is DIY. The task is the common denominator.