This document provides an overview of using SharePoint to build the intranet of the future through collaboration. It discusses key aspects like content and design, governance, and collaborative elements. Quick wins and resources are also shared, like building a quick directory solution or adding visual elements like calendars, sliders and weather. Automating processes through workflows and forms is also covered.
5. What’s SharePoint?
“Collaboration suite”
“Innovation is a team sport”
“Transform business processes”
“Notifications”
“Workflows”
“Lists & libraries”
“Powerful search”
“Content management”
“Social”
“Engage and inform”
“Sharing”
“Tell your story”
“Empowers teamwork”
“Files, data, news, resources…”
“…productive team sites for every
project team, department,and division”
“Intranet”
“Intelligent”
“The future of collaboration”
6. Recipe for the intranet of the future
• Content & Design
• Clean, intuitive design with a focus on quality content and content
management (ownership, archiving/retention)
• Governance
• Consistency, transparency & agreed-upon best practices/procedures
• Collaborative elements that challenge traditional ways of working
• Automation, co-authoring, sharing, etc.
8. Content & Design
keep it simple | keep it consistent | who’s responsible for content?
9. Common Areas to Improve
Content outdated
Broken links
Layout/navigation of pages
Poor search
Whose responsibility? OR content ownership
Can’t access off-site, or on all devices
Not useful – just a file dump
People using their own accounts and storage spaces instead
10. Tips
• Pick one storage solution
• Divide and diversify responsibility
• Regular content review with
retention/archiving policies
• Interactive/Collaborative elements
• Communication & Repetition
• Use graphics and icons
11. Tips
• Question subsite needs; could it be a page or two?
• Avoid folders
• Add columns for extra metadata to aid in navigating, creating
views, searching, etc.
• Retention policies
• File naming
• Doc title and filename shouldn’t match
• Dates asYYYY-MM-DD for sorting
• Be consistent – this will be imperative to workflows
• On any page, someone should know
• Where they are
• What they can do
• Where they can go
12. Keep it simple
• Attractive, yet simple design
• Easy to navigate
• Think categories, but also click-reduction
• Are modal dialogs really that great? Collapsible sections?
• Consistency in color scheme and formatting
• Is mobile a consideration for you?
• Use OOTB as much as possible before considering code
or third-party products
13.
14.
15. Ease of Use & Layout
• Eliminate Happy Talk
• Eliminate Instructions
• Make content accessible
• Perform usability testing
• Importance from upper left to
lower right
17. Content Strategy
• How is content created?
• Adherence to company branding
• Who owns content?
• How long do we keep it?
• What’s searchable?
• Who approves posting?
• Frequency of updates/posts
• Templates & consistency of formats
22. Many people can read and/or edit the
SAMEVERSION of a document simultaneously
No email storage space used up
Turn on “track changes” in client and save to see
specifically who changes what
Edit in browser OR client
Edits are saved automatically and if you’re using version
history, you can revert to previous versions and see edit
history over time
No worries about someone else editing the wrong copy
or not seeing the latest revision
Co-authoring
27. • As simple as copying the URL when viewing a document in the
browser
• Only people who have access to the document or list’s site will be
able to access the link
• Set alerts for new files, list items or modifications to existing
• Easily see notebook pages with changes you personally haven’t seen
yet (bold font)
• Everyone works from the same version, even simultaneously
Sharing & collaborating
28. Online (digitized) forms
• Any paper form can be a digital form
• Once submitted on SharePoint, we can have workflow!
• Approvals
• Confirmations
• Reminders
• Automatic, conditional creation of files, other items, etc.
• Alerts
• Sorted by department, date, individual, category, etc.
• Reportable!
29. Workflows
TaskTime ImprovedTime Daily Repetition Number of Individuals
Time Saved Per
Year (260 work
days)
5 minutes 4 minutes 5x
10
217 hours
27 work days
100
2,167 hours
271 work days
500
10,833 hours
1354 work days
31. • Automatically…
• Save form submissions to a OneDrive file AND email
me
• Add a task to my to-do list when someone adds a
document
• Save all tweets with a certain hashtag to a list
• Approve travel requests submitted via web form
• Convert documents matching certain criteria to PDF
Workflows
33. Forms, Notifications & Approvals
• External to your company:forms.office.com
• Connects to our SharePoint environment as if it was submitted in SharePoint
• Internal: forms.office.com OR SharePoint form
• You can set up
• alerts for new or modified submissions
• approval requests to specific individuals
• different workflows based on content in the form (conditional processes)
37. Social Elements
• “Like”,“Reply”, ask questions & mark best answers
• Forums/community features with badges/rewards for participation
• Announcements
40. Quick Wins and Resources
small solutions that make a big impact
41. Assessment
0 1 2 3 4 5 6 7 8 9 10
0 1 2 3 4 5 6 7 8 9 10
0 1 2 3 4 5 6 7 8 9 10
Importance to Business Function
Capability of current intranet or process
42. Sway Forms Outlook Delve OneDrive
Yammer Flow PowerApps SharePoint OneNote
PowerPoint Excel Word
43.
44. Quick Directory Solution
Read “How to Build a Corporate Directory with SharePoint Search” by Benjamin Niaulin
https://en.share-gate.com/blog/corporate-directory-sharepoint-search
Thanks to Stacy Deere-Strole of Focal Point Solutions for providing the solution shared in Benjamin’s article!
47. Visual Appeal: color scheme
Download: https://www.microsoft.com/en-us/download/details.aspx?id=38182
How-to: https://en.share-gate.com/blog/create-sharepoint2013-theme-using-color-palette-tool
48. 1. Content search web part
2. Properties: Control-Slideshow, Item-LargePicture
Optional: CSS to remove overlay, re-color and reposition text items, create workflow on added start
and end date columns to “schedule” images, create site column forTargetURL so that image links to
different page instead of larger image.
Visual
Appeal:
Sliders
50. Local weather and automatically
updated “this week’s menu” button
https://sharepointlibrarian.com/2018/03/23/how-to-create-a-
dynamic-this-weeks-menu-button-for-your-intranet/
https://sharepointlibrarian.com/2018/04/02/adding-local-
weather-to-your-sharepoint-intranet-home-page/
51. Visual Appeal: Calendar overlays
Search “overlay” on sharepointlibrarian.com
https://sharepointlibrarian.com/2016/09/24/calendar-overlay-links/
52. Visual Appeal: Calendar overlays
For each overlay, you selected a view – that’s where you also choose the overlay color. How do you want to
color-code?
• Building
• Room Size
• Floor
• Etc.