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SharePoint User Experience Best Practices

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About PerficientPerficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty andcreate a more agile enterprise to better respond to new business opportunities.

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Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2011 Revenue of $260 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 2,000+ colleagues Dedicated solution practices 87% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 3

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Our Solutions Expertise & ServicesBusiness-Driven Solutions Perficient Services• Enterprise Portals  End-to-End Solution Delivery• SOA and Business Process Mgmt  IT Strategic Consulting• Business Intelligence  IT Architecture Planning• User-Centered Custom Applications  Business Process & Workflow Consulting• Interactive Design  Usability and UI Consulting• CRM Solutions  Custom Application Development• Enterprise Performance Management  Offshore Development• Customer Self-Service  Package Selection, Implementation and• eCommerce & Product Information Management Integration• Enterprise Content Management  Architecture & Application Migrations• Enterprise Resource Planning  Education• Management Consulting  Interactive Design• Industry-Specific Solutions• Mobile Technology Perficient brings deep solutions expertise and offers a• Security Assessments complete set of flexible services to help clients implement business-driven IT solutions

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Our SharePoint Expertise is #1SharePoint is HOT!Perficient is one of the strongest, largest, most trusted SharePoint partners in theUnited States. 400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and Yammer 5

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What We Will Cover• What is SharePoint• What Are Our Assumptions for Today’s Presentation• What is User Experience (UX)• Common SharePoint Project Types• The Anatomy of a SharePoint Page• Deconstructing the SharePoint Page• SharePoint Quality of User Experience By Level of Customization• Examples and Associated Best Practices• Key Considerations for Deployment & Maintenance• Key Questions to Ask Yourself• Case Studies 6

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What is SharePoint? Websites & Portals Comprehensive information • Intranet, Extranet, & Internet Sites • Collaboration & Productivity Solutions platform for the enterprise. • On-premise, Cloud-based, & Hybrid Models • Cross Browser, Offline, Mobile, MS Office Integration Business Applications Sites Social Networking• Program & Project Management• Custom Business Application • Communities, My Sites, Blogs & Wikis Development • Tagging, Tag Clouds, Ratings, Activity• Read / Write Integration w/ Line Feeds, Social Bookmarking of Business (LOB) data Composites Communities • Profiles & Expertise• Visual Studio Support • Organizational Browsers• Data Exposed Through Web Services & APIs Web & Enterprise Content • Web Content Management Insights Content • Enterprise Document, Records, Audio/Video Management Business Insight & Analysis • Workflows & Routing, Metadata• Dashboards & Scorecards Taxonomies and Folksonomies Search• BI Reports • Document Imaging & Capture• Incorporation of LOB Data from Data Warehouse Enterprise Search• Web Analytics • Search Structured & Unstructured Content• PowerPivot, Excel Services, Visio • Search Content w/in SharePoint, File Shares, Websites, Services Email Folders, Databases, LOB Systems (FAST Search) • Social Relevance & Phonetic Search

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Our Assumptions for Today’s Presentation• SharePoint can be leveraged as a comprehensive information platform for the enterprise. This includes Public Websites for digital marketing (“in front of the firewall”), and Intranet and Extranet portals (“behind the firewall”)• Today, we are focusing on SharePoint User Experience primarily in a “behind the firewall” context.• Today’s topics apply to the SharePoint 2007 or 2010 platforms.• Today is not a presentation or overview of the complete, end-to-end SharePoint platform capability set. 8

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What is User Experience?Lexical Definition User Experience (UX) is about how a person feels about using a system. It highlights the experiential, affective, meaningful and valuable aspects of human-computer interaction and product ownership, but it also includes a person’s perceptions of the practical aspects such as utility, ease of use and efficiency of the system. User experience is subjective in nature, because it is about an individual’s feelings and thoughts about the system. User experience is dynamic, because it changes over time as the circumstances change. 9

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How Does It Work?Process for achieving the proper front-end UX Users Visual Informational Interactive Design Design Design • Branding • Information Architecture • Navigation (menus) • Creative Design • Calls-to-Action • Video & Rich Media • Content • Tagging & Search • Ratings & Comments Presentation • Messaging & Content (Social) • Content Relationships & Page Flow 10

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“Questions about whether design is necessary oraffordable are quite beside the point: design is inevitable.The alternative to good design is bad design,not no design at all.” - Douglas Martin 11

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Why Invest in User Experience?Advantages • Increase User Adoption • Improve Productivity • Improve Team Collaboration • Empower Employees • Brand Reinforcement • Delight Your End Users 12

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Common SharePoint Project TypesTypical SharePoint Applications “Behind the Firewall” Corporate Collaboration CommunicationsSales, Marketing, Human Resources Team Sites, My Sites, Extranets Line of Business Insights & AnalyticsLOB Solutions that Improve Processes BI Reports, Dashboards & Scorecards 13

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The Anatomy ofa SharePoint Page Master Page Page Layout Web Parts

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Deconstructingthe SharePointPage• Way Finding• Content Areas• Web Parts & Components

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Shows the current logged in user.Way FindingThe Company Logo/Portal Title lets the user know what site they’re visiting. Global navigation shows the other sections available and highlights the current section selected. This headline text also reinforces to the user the current section selected. Breadcrumbs provide the path to the current page. This local navigation shows all the other pages at this same level in the site hierarchy while also highlighted the current page.

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SearchContent Areas Employee Directory Important Links Employee Highlight Department Updates Department Program Highlights Department Documents News List

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SearchWeb Parts &Components Navigation Breadcrumb Link List Document Libraries News List

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SharePoint Quality of User ExperienceBy Level of Customization

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Example #1: LightBasic out-of-the-box approachw/ custom Master Page styling• Custom header, navigation and footer• Design for full screen width• Styled web part wrapper, i.e. “chrome”• Light Page Styling

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Example #2: LightSame as Example #1 but withOOB web part placed on it• Custom header• Design for full screen• Styled web part wrapper, i.e. “chrome”• Basic CSS (Title 1 & 2, Body)• No Custom Web Parts

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Example #3: HeavySame as Example #1 but withall custom web parts• Custom header, navigation and footer• Page Layout Design for full screen width• Styled web part wrapper, i.e. “chrome”• Custom Web Parts with Layout and Styles for each• Additional Considerations: • Default Styles • My Sites

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Example #4Suite of Master Page designs

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For Go-Live & Ongoing SupportKey Considerations for Deployment & Maintenance • Solution Integrity (Source Control vs. Document Versioning) • SharePoint Designer (Powerful, Potentially Problematic) • Staging & Live Servers • Process for Maintenance & Enhancements 24

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Questions to Ask YourselfBefore beginning a SharePoint UX project, think about: • Who are the different users? • What kind of content do you want them to have? • What kind of content do they want? • Are you ready to invest in customization? • Who will take ownership of the business needs and governance? • What resources do you have to support the solution? 25

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SharePoint UXPortfolio

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Portfolio :: SharePoint :: Intranets/Portals

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Portfolio :: SharePoint Out-of-the-box :: Intranets/Portals

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PORTFOLIO :: Corporate Intranet :: SharePointAAA Cooper Transportation SharePoint Content Administration Toolbar

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PORTFOLIO :: Corporate Intranet :: SharePoint 2010Pacific Life

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PORTFOLIO :: Corporate Intranet with BI :: SharePointGoodwill

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PORTFOLIO :: Corporate Intranet :: SharePointMercer

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PORTFOLIO :: Corporate Intranet :: SharePointMolnlycke Health Care

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PORTFOLIO :: Corporate Intranet :: SharePointNewell Rubbermaid

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PORTFOLIO :: Sales & Marketing Intranet :: SharePointTime Warner Cable

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PORTFOLIO :: Intranet :: SharePointEmory University: Development and Alumni Relations

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PORTFOLIO :: Intranet :: SharePointEmory University: Board of Trustees

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PORTFOLIO :: Integrated Solution Across Public Website, Customer Portal, and Corporate Intranet :: SharePointJAS Forwarding Worldwide Customer PortalPublic Website Corporate Intranet

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Contact Us Thank You!Follow us on our Microsoft blog: blogs.perficient.com/microsoft Or on Twitter: @Perficient_MSFT 39