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Lessons Learned from Designing Award Winning Portals
In this session, we'll go together on this journey on delivering a successful project. I'll
be sharing some of my best practices from the field.
Presented by Kanwal Khipple (@kkhipple)
#SPSHNL
SharePoint Saturday Friday
Honolulu 2018
WHAT IS A DIGITAL WORKPLACE?
Important to understand that a Digital Workplace is how people work today with technology
driven change
Rolling out #office365 does not mean you have a digital
workplace
YOU ARE THE CENTER OF YOUR DIGITAL WORKPLACE
Being able to work the way you want and making the transition between services seamless
SPEAKER | AUTHOR | SUPER GOOD LOOKING
KANWAL KHIPPLE, CEO
@kkhipple
bit.ly/linkedinkk
2014 2015
DIGITAL WORKPLACE
PRACTICAL TIPS
CULTURE
What we are going to cover today
DIGITAL WORKPLACE
PRACTICAL TIPS
CULTURE
What we are going to cover today
Empower employees to be productive and engage with
their peers through an integrated digital workplace
experience
DEFINE A VISION
For your organization, define what your digital workplace means to your employees
Services
YOUR DIGITAL WORKPLACE
Contains all the services, tools and integration that make your day-to-day easier
Integrations
Tools
OFFICE 365 ROADMAP
Microsoft continues to innovate with Office 365 https://roadmap.office.com
COMMUNICATION
COLLABORATIONPRODUCTIVITY
Groups Teams
YOUR ROLE AS A PRODUCT MANAGER
You managing a product not a set of projects
• TIP follow the office 365 roadmap
(roadmap.office.com)
• TIP follow the techcommunity
(https://techcommunity.microsoft.com
)
• TIP major release every 2 years
• TIP 4 minor releases every year
• TIP build a visual roadmap of product
features
PRODUCT ROADMAP
As we unearth requests, we will align them based on priority and business value
CORE
COMPONENTS
CONTENTS
2018 Q1 Q2 Q3 Q4
R1 R2
OFFICE 365
BETA PILOT
TOP NAVIGATION
SOLUTION FRAMEWORK
INFORMATION ARCHITECTURE
OOTB BRANDING RESPONSIVE DESIGN
INFORMATION ARCHITECTURE
PAGE LAYOUTSHOME PAGE
TOP NAVIGATION
FOOTER
HERO SLIDER
EMPLOYEE SPOTLIGHT
STAFF DIRECTORY
RESPONSIVE DESIGN
SPOTLIGHT PAGES
SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
Give you guidance and recommendations to successfully measure & share
the business impact and value of Office 365 http://Office365Metrics.com
DOWNLOAD TO MEASURE
BUSINESS IMPACT & ROI OF
OFFICE 365 WHITEPAPER
Give you guidance and recommendations to successfully plan and
implement an Office 365 Intranet http://office365intranets.com
DOWNLOAD INTRANETS WITH
OFFICE 365 WHITEPAPER!
DIGITAL WORKPLACE
PRACTICAL TIPS
CULTURE
What we are going to cover today
OFFICE 365 APP LAUNCHER
• TIP leverage Office 365 App
Launcher rather than building your
own
• TIP schedule and record training
to guide users how to personalize
applications
• TIP add organization approved
applications and make them
available in users app launcher
• TIP educate users that they can
easily access confidential
documents that can be confident
Enabling users to leverage Office 365-based, 3rd party and in-house applications
OFFICE 365 SUITE BAR
TIP educate users that Office 365
and SharePoint labels are there to
communicate what applications
they are using.
TIP configure Office 365 logo to
direct users to the intranet no
matter where they are
TIP leverage Settings menu to
enable configuration for your
custom applications instead of
building another settings menu
Global navigation that provides access to key applications, settings and user profile
MICROSOFT POWERAPPS
TIP leverage PowerApps for small
tasks
TIP replace InfoPath forms with
PowerApps
TIP keep PowerApps simple
Simplify business process requests
MICROSOFT FLOW
TIP automate simple and
complex workflows
TIP leverage to integrate with
applications
Automate your life
YAMMER
TIP create groups based on
specific topics or use cases
TIP dedicate community
managers
TIP encourage lessons learned
are shared with perspective teams
Bring your own drink to the water coolor 
MICROSOFT TEAMS
TIP use General channel for
onboarding and guiding new
members
TIP try to facilitate one Subject
per Conversation thread to keep
everyone focused
TIP create channels that for
broader team goals rather then a
specific topic
TIP create tabs to connect and
streamline experience for users
Your productivity portal
SHAREPOINT MOBILE APP
TIP unable to customize the
brand
TIP extensibility is not yet
availability
Your mobile experience when you can not be mobile
It goes into much greater depth and can be found at
WhenToUseWhat.com
DOWNLOAD THE WHEN TO USE
WHAT IN OFFICE 365 ENTERPRISE
USER GUIDANCE WHITEPAPER!
Microsoft Teams Enterprise
Guidance coming soon
TEAM SITES
TIP encourage others to share
knowledge sharing they have
learned from peers
TIP create pages for focused
topics rather than creating sub
sites
Working together towards a goal
COMMUNICATION SITES
TIP make the objective clear to
inform in an open community so
it inspires future leaders
TIP encourage creative content
contributions
TIP have community leaders
guide contributors with content
and image tips
TIP recognize contributors and
inspire new contributors monthly
Engaging with like-minded community members
HUB SITES
TIP use hub sites when team sites
are similar
TIP review team site ownership
as they can connect to any hub
TIP search, branding and
navigation are common
Bringing teams together
ARCHITECTURE
How your sites are organized changes going forward
TIP classic publishing still has a place
for your custom portals
TIP modern sites (communication,
teams) are really improving but
customization is limited
TIP flat hierarchy directly simplifies
and impacts governance
BRANDING
TIP keep customizations minimal
to colors (CSS-driven)
TIP leverage Site Designs to
apply font color & background
color
TIP no need to build a custom
master page
TIP works well for team sites
Bringing some character to your team sites
CREATIVE DESIGN
TIP leverage modern SharePoint UX
rather than build custom
TIP leverage Site Designs to apply font
color & background color
TIP limit custom fonts to Headings
TIP no need to build a custom master
page
TIP leverage for your intranet
Bringing your brand to life
Give you guidance and recommendations to improve external sharing and
collaboration http://office365extranets.com
DOWNLOAD TO OFFICE 365
EXTERNAL SHARING
WHITEPAPER
DIGITAL WORKPLACE
PRACTICAL TIPS
CULTURE
What we are going to cover today
WHY CULTURE
Iterative and just in time approach to adoption
OUR USERS, OUR EXPERIENCE
Understanding needs from our users perspective guides our priorities
Theodore,
Connector
Kyle,
Collaborator
Judy,
Consumer
Eva,
Contributor
John,
Communicator
It would be great to find content easily over the Intranet
using search and be able to access work related
documents and materials while I am out of the office
GOALS
Create work related documents
efficiently with reference to existing
documents and templates.
EXPECTATIONS
Consolidate personalized
mechanism to find relevant
content. Personalized
communication/notifications.
FRUSTRATIONS
Difficult to sift through search
results / documents to find the
relevant documents, and lack of
communication relevance to his
work.
“
KEY CHARACTERISTICS
Age
Occupation
Education
Family
Location
41
Field Employee
Bachelor’s Degree
Married
Canada
FUTURE STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
CURRENT STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
Judy
Consumer Persona
Straight Focused independent
ATTRIBUTES
TECHNICAL PROWESS
TECH. AVOIDANCE
ONLINE EXPERIENCE
SOCIAL
DRIVE
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
Goal Oriented
ADOPTION CAMPAIGN
Map out adoption needs in a clear plan
TIP capture all user-drive
adoption requests
TIP create CoE to store all
material
TIP dedicate one adoption lead
per 2500 employees
TIP schedule frequent check-ins
TIP measure, test and repeat
MAR 2018 APR 2018 MAY 201
Give you guidance and recommendations to successfully plan and improve
Office 365 adoption http://Office365Campaigns.com
DOWNLOAD DRIVING
OFFICE 365 ADOPTION
WHITEPAPER
DIGITAL WORKPLACE
PRACTICAL TIPS
CULTURE
Where do we go from here?
Mahalo for your support!
Thank You!
Organizers, Sponsors and You for making this possible.
50+ SharePoint Presentations @ Slideshare.Net/kkhipple
When to Use What Whitepaper @ WhentoUseWhat.com
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
External Sharing w/ Office 365 Whitepaper @ Office365Extranets.com
and more!
Message Me On LinkedIn or Email Kanwal@Khipple.com
My twitter handle is @kkhipple and I work at
SPEAKER | AUTHOR | SUPER GOOD LOOKING

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Lessons Learned from Designing Award Winning Portals #spshnl

  • 1. Lessons Learned from Designing Award Winning Portals In this session, we'll go together on this journey on delivering a successful project. I'll be sharing some of my best practices from the field. Presented by Kanwal Khipple (@kkhipple) #SPSHNL SharePoint Saturday Friday Honolulu 2018
  • 2. WHAT IS A DIGITAL WORKPLACE? Important to understand that a Digital Workplace is how people work today with technology driven change
  • 3. Rolling out #office365 does not mean you have a digital workplace
  • 4. YOU ARE THE CENTER OF YOUR DIGITAL WORKPLACE Being able to work the way you want and making the transition between services seamless
  • 5. SPEAKER | AUTHOR | SUPER GOOD LOOKING KANWAL KHIPPLE, CEO @kkhipple bit.ly/linkedinkk 2014 2015
  • 6. DIGITAL WORKPLACE PRACTICAL TIPS CULTURE What we are going to cover today
  • 7. DIGITAL WORKPLACE PRACTICAL TIPS CULTURE What we are going to cover today
  • 8. Empower employees to be productive and engage with their peers through an integrated digital workplace experience DEFINE A VISION For your organization, define what your digital workplace means to your employees
  • 9. Services YOUR DIGITAL WORKPLACE Contains all the services, tools and integration that make your day-to-day easier Integrations Tools
  • 10. OFFICE 365 ROADMAP Microsoft continues to innovate with Office 365 https://roadmap.office.com
  • 11. COMMUNICATION COLLABORATIONPRODUCTIVITY Groups Teams YOUR ROLE AS A PRODUCT MANAGER You managing a product not a set of projects • TIP follow the office 365 roadmap (roadmap.office.com) • TIP follow the techcommunity (https://techcommunity.microsoft.com ) • TIP major release every 2 years • TIP 4 minor releases every year • TIP build a visual roadmap of product features
  • 12. PRODUCT ROADMAP As we unearth requests, we will align them based on priority and business value CORE COMPONENTS CONTENTS 2018 Q1 Q2 Q3 Q4 R1 R2 OFFICE 365 BETA PILOT TOP NAVIGATION SOLUTION FRAMEWORK INFORMATION ARCHITECTURE OOTB BRANDING RESPONSIVE DESIGN INFORMATION ARCHITECTURE PAGE LAYOUTSHOME PAGE TOP NAVIGATION FOOTER HERO SLIDER EMPLOYEE SPOTLIGHT STAFF DIRECTORY RESPONSIVE DESIGN SPOTLIGHT PAGES SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
  • 13. Give you guidance and recommendations to successfully measure & share the business impact and value of Office 365 http://Office365Metrics.com DOWNLOAD TO MEASURE BUSINESS IMPACT & ROI OF OFFICE 365 WHITEPAPER
  • 14. Give you guidance and recommendations to successfully plan and implement an Office 365 Intranet http://office365intranets.com DOWNLOAD INTRANETS WITH OFFICE 365 WHITEPAPER!
  • 15. DIGITAL WORKPLACE PRACTICAL TIPS CULTURE What we are going to cover today
  • 16. OFFICE 365 APP LAUNCHER • TIP leverage Office 365 App Launcher rather than building your own • TIP schedule and record training to guide users how to personalize applications • TIP add organization approved applications and make them available in users app launcher • TIP educate users that they can easily access confidential documents that can be confident Enabling users to leverage Office 365-based, 3rd party and in-house applications
  • 17. OFFICE 365 SUITE BAR TIP educate users that Office 365 and SharePoint labels are there to communicate what applications they are using. TIP configure Office 365 logo to direct users to the intranet no matter where they are TIP leverage Settings menu to enable configuration for your custom applications instead of building another settings menu Global navigation that provides access to key applications, settings and user profile
  • 18. MICROSOFT POWERAPPS TIP leverage PowerApps for small tasks TIP replace InfoPath forms with PowerApps TIP keep PowerApps simple Simplify business process requests
  • 19. MICROSOFT FLOW TIP automate simple and complex workflows TIP leverage to integrate with applications Automate your life
  • 20. YAMMER TIP create groups based on specific topics or use cases TIP dedicate community managers TIP encourage lessons learned are shared with perspective teams Bring your own drink to the water coolor 
  • 21. MICROSOFT TEAMS TIP use General channel for onboarding and guiding new members TIP try to facilitate one Subject per Conversation thread to keep everyone focused TIP create channels that for broader team goals rather then a specific topic TIP create tabs to connect and streamline experience for users Your productivity portal
  • 22. SHAREPOINT MOBILE APP TIP unable to customize the brand TIP extensibility is not yet availability Your mobile experience when you can not be mobile
  • 23. It goes into much greater depth and can be found at WhenToUseWhat.com DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! Microsoft Teams Enterprise Guidance coming soon
  • 24. TEAM SITES TIP encourage others to share knowledge sharing they have learned from peers TIP create pages for focused topics rather than creating sub sites Working together towards a goal
  • 25. COMMUNICATION SITES TIP make the objective clear to inform in an open community so it inspires future leaders TIP encourage creative content contributions TIP have community leaders guide contributors with content and image tips TIP recognize contributors and inspire new contributors monthly Engaging with like-minded community members
  • 26. HUB SITES TIP use hub sites when team sites are similar TIP review team site ownership as they can connect to any hub TIP search, branding and navigation are common Bringing teams together
  • 27. ARCHITECTURE How your sites are organized changes going forward TIP classic publishing still has a place for your custom portals TIP modern sites (communication, teams) are really improving but customization is limited TIP flat hierarchy directly simplifies and impacts governance
  • 28. BRANDING TIP keep customizations minimal to colors (CSS-driven) TIP leverage Site Designs to apply font color & background color TIP no need to build a custom master page TIP works well for team sites Bringing some character to your team sites
  • 29. CREATIVE DESIGN TIP leverage modern SharePoint UX rather than build custom TIP leverage Site Designs to apply font color & background color TIP limit custom fonts to Headings TIP no need to build a custom master page TIP leverage for your intranet Bringing your brand to life
  • 30. Give you guidance and recommendations to improve external sharing and collaboration http://office365extranets.com DOWNLOAD TO OFFICE 365 EXTERNAL SHARING WHITEPAPER
  • 31. DIGITAL WORKPLACE PRACTICAL TIPS CULTURE What we are going to cover today
  • 32. WHY CULTURE Iterative and just in time approach to adoption
  • 33. OUR USERS, OUR EXPERIENCE Understanding needs from our users perspective guides our priorities Theodore, Connector Kyle, Collaborator Judy, Consumer Eva, Contributor John, Communicator
  • 34. It would be great to find content easily over the Intranet using search and be able to access work related documents and materials while I am out of the office GOALS Create work related documents efficiently with reference to existing documents and templates. EXPECTATIONS Consolidate personalized mechanism to find relevant content. Personalized communication/notifications. FRUSTRATIONS Difficult to sift through search results / documents to find the relevant documents, and lack of communication relevance to his work. “ KEY CHARACTERISTICS Age Occupation Education Family Location 41 Field Employee Bachelor’s Degree Married Canada FUTURE STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER CURRENT STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER Judy Consumer Persona Straight Focused independent ATTRIBUTES TECHNICAL PROWESS TECH. AVOIDANCE ONLINE EXPERIENCE SOCIAL DRIVE TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App Goal Oriented
  • 35. ADOPTION CAMPAIGN Map out adoption needs in a clear plan TIP capture all user-drive adoption requests TIP create CoE to store all material TIP dedicate one adoption lead per 2500 employees TIP schedule frequent check-ins TIP measure, test and repeat MAR 2018 APR 2018 MAY 201
  • 36. Give you guidance and recommendations to successfully plan and improve Office 365 adoption http://Office365Campaigns.com DOWNLOAD DRIVING OFFICE 365 ADOPTION WHITEPAPER
  • 38. Mahalo for your support!
  • 39. Thank You! Organizers, Sponsors and You for making this possible. 50+ SharePoint Presentations @ Slideshare.Net/kkhipple When to Use What Whitepaper @ WhentoUseWhat.com Intranets w/ Office 365 Whitepaper @ Office365Intranets.com External Sharing w/ Office 365 Whitepaper @ Office365Extranets.com and more! Message Me On LinkedIn or Email Kanwal@Khipple.com My twitter handle is @kkhipple and I work at SPEAKER | AUTHOR | SUPER GOOD LOOKING

Editor's Notes

  1. No one has been using your employee portal and now you've been tasked with rebuilding it for success. Looking at this project you realize that you don't have sufficient time, budget or resources to deliver the portal successful. Are you wondering what you can do to convince more executives for more budget? Or perhaps, you'd like to be creative with what you have and still exceed expectations? If you've answered yes to both questions, this session is for you.  In this session, we'll go together on this journey on delivering a successful project. I'll be sharing some of my best practices from the field.  Features Covered     We'll be going through the following:      1. how to effectively build a business case on getting more budget, time and resources     2. how to effectively trace requirements from discovery, documenting functionality, development to QA / UAT Session Objectives     In this session, you will learn...      1. Change Management Best Practices     2. Social Collaboration     3. Training and Adoption Strategies 4. Requirement Gathering
  2. A digital workplace is not just a fancy re-branding of intranets. Providing a set of services or capabilities for the organization. – ClearBox Consulting Enables new, more effective ways of working; raises employee engagement and agility; and exploits consumer-oriented styles and technologies. – Gartner Encompasses all the technologies people use to get work done in today’s workplace ... It ranges from your HR applications and core business applications to e-mail, instant messaging and enterprise social media tools and virtual meeting tools. – Deloitte
  3. Leverage Azure AD capabilities and make the sign-on experience seamless
  4. Leverage Azure AD capabilities and make the sign-on experience seamless
  5. Leverage Azure AD capabilities and make the sign-on experience seamless
  6. Leverage Azure AD capabilities and make the sign-on experience seamless
  7. Leverage Azure AD capabilities and make the sign-on experience seamless
  8. Leverage Azure AD capabilities and make the sign-on experience seamless
  9. Leverage Azure AD capabilities and make the sign-on experience seamless
  10. Leverage Azure AD capabilities and make the sign-on experience seamless
  11. Leverage Azure AD capabilities and make the sign-on experience seamless
  12. Leverage Azure AD capabilities and make the sign-on experience seamless
  13. Leverage Azure AD capabilities and make the sign-on experience seamless
  14. Leverage Azure AD capabilities and make the sign-on experience seamless
  15. Provide personalized information and content to users based on employee groupings Dynamic, personalized Navigation that is driven by my usage patterns  personalize company and team news based on my interests
  16. DO NOT CHANGE THIS SLIDE