How to Plan, Sell and Lead an Intranet Redesign. Webinar presentation deck by Toby Ward, Prescient Digital Media, November 2016.

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Intranet Redesign
How to Plan, Sell, and Lead a Redesign
Toby Ward
@TobyWard
Michael Rudnick
@MichaelRudnick

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Business Driven
Employee-Centric
Less is More
3 Learnings Today
The most critical components of intranet design

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Summary Presentation
For the full presentation slides, please contact us directly via
www.PrescientDigital.com

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4Our Firm
16 years of strategy, planning, designing & implementing
Intranets & Digital Workplaces

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•
…
‘
2001 2005 2011
Expand client-based in
the US and Europe.
Growth
Continue to plan and build
significant solutions for the
entire Digital Workplace.
Digital Workplace
Toby Ward launches
Prescient in Toronto.
Start
Full implementation services,
and SharePoint expertise.
Implementation
Focus on assessment, planning
and governance of intranets.
Intranets
Our History
Listen. Understand. Deliver.
Win multiple awards including the prestigious
Webby and Golden Quill Awards.
Awards

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DISCOVERY STRATEGY REDESIGN IMPLEMENT
User experience design,
from wireframes to
complex design.
Design
Understanding needs,
requirements, and future
state vs best practices.
Assessment
Development, integration.
Desktop, Mobile.
Technology Agnostic.
Build
Strategic Planning to
Governance to Content and
Change Management.
Planning
We assess, plan, design and implement world-class intranets and digital workplaces. Prescient Digital Media has delivered for more than 200
clients, with many Fortune 500 and big brand leaders. We work with dozens of technology platforms, and have world-class expertise in SharePoint.
Listen. Understand. Deliver.
Core Services
Concept To Live

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7Our Clients
More than 200, Global Leaders

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Slideshare.net/Prescient
PowerPoint Slides

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Business Driven

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Creative Process

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Business Process

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12Assessment
Review, analyze and score
leading intranets versus yours
Benchmarking
Understand, document, analyze
executive and stakeholder
requirements
Business Requirements
A detailed analysis of all findings
and a host (100+ on avg.) of
recommendations
Findings & Recommendations
Understand, document, analyze
employee requirements
User Requirements
Research and analyze
appropriateness and readiness for
social tools
Collaboration readiness
Review, analyze, score more than
400 intranet attributes
Heuristic Assessment
Document the current state & future need

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13SWOT Analysis
Gap Analysis
Strengths
What works well, what should be
kept, and enhanced
Weaknesses
What works poorly, and should be
eliminated or completely redesigned
Opportunities
Biggest opportunities for improvement
and focus in the next iteration
Threats
Those threats or barriers to success
that must be directly addressed

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14Planning
Review, analyze and score
leading intranets versus yours
Functional Planning
Understand, document, analyze
executive and stakeholder
requirements
Governance
A detailed analysis of all findings
and a host (100+ on avg.) of
recommendations
User Experience
Understand, document, analyze
employee requirements
Business Case & ROI
Research and analyze
appropriateness and readiness for
social tools
Social Planning
Review, analyze, score more than
400 intranet attributes
Strategic Planning
Strategic, functional, and design

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15Aligning with Business Goals

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16Project Approach
Discovery
Bringing the concept to life
Design & Build
A front-end design leveraging
back-end architecture
Deployment
Completing the play
Coca-Cola Connect project was completed in four phases.
Requirements
Connecting TCCC & redefining myKO

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17Strategic Planning
Mission, Goals, Objectives
01
GOAL
02
GOAL
03
GOAL
Decrease stale content
Objective 01
Increase employee engagement
Objective 01
Increase user satisfaction
Objective 01
Increase user productivity
Objective 05
05
GOAL
Increase time to market
Objective 06
06
GOAL
Decrease costs
Objective 04
04
GOAL

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18Information Architecture
Content categorization and navigation schema

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19Wireframes
Spatial layouts, without the colors & images

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20User Experience Flows
Persona driven navigation paths

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Employee-Centric Design

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Personas
Storytelling tools to understand our audience’s
goals and desires through composites of real people

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• Corporate
• Sales
• Digital Commerce
• Engineering
• Service Management
• Presort
Pitney Bowes | Internal Marketing: Engaging Employees Through Transformation
Personas
Primary personas for the Pitney Bowes Intranet

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24Persona: Prav in Engineering
• Prav is always striving to make things better. No matter the size of
the project, he’ll do whatever it takes to ensure that the next
solution is moving things in the right direction.
• Prav tends to get to the office early around the same time every
day. He’ll check in with the rest of his team and find out how his
colleagues are making progress with their work. He’ll discuss what
works and doesn’t work in creating solutions, and then plan on
how to best move forward.
• Prav feels compelled to continue learning in life. He also sees it as
part of his job to understand new technologies, new ideas and
what people are talking about in his industry.
• Since Prav is constantly working to build something more
innovative, he wants to understand how the rest of the company is
also doing the same. He’s also interested in what her other
colleagues are doing that might lead to better solutions.
• Prav’s Goals
• Develop product solutions that meet
the company’s goals and keep clients
happy.
• Learn about new ideas and
technologies that might inform and
improve engineering practices.
• Foster a work environment that leads
to better ideas and solutions.
• Understand how engineering can help
the company in new and different
ways.

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PERSONA INTERNAL CHANNELS EXTERNAL CHANNELS
Corporate
Sales
Digital Commerce
Engineering
Service
Management
Presort
Mapping Priority Channels to Personas

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26Additional Tools
• Poll
• Feedback
• Survey
• Focus Group
• Usability Testing
Employee Research Tools

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Less is More

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More

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Less

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• Brand guidelines
• Color palette
• Font types, sizes, headers, etc
• Use of images / icons
• Technical parameters / limitations
Design Brief
Design rules & guidelines

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Lots of colors

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Brand colors

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Read home page

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Scan home page

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Business Driven
Employee-Centric
Less is More
Key Lessons
The most critical components of intranet design

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Next webinar
www.PrescientDigital.com

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Newsletter notifications
PrescientDigital.com > Newsletter for notifications on future events

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Prescient’s 2017 Intranet Survey
https://www.surveymonkey.com/r/2017PrescientIntranetSurvey

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Questions
Use panel on right to submit a question

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PrescientDigital.com
Vancouver • Toronto • New York
416.986.226
@PrescientDigitalMedia IntranetBlog.com
Toby@PrescientDigital.com Michael.Rudnick@PrescientDigital.com