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Montreal, Paris, Dakar
Conducting an International Intranet Needs Analysis


Isabelle Peyrichoux


IA Summit 2006, Vancouver
Who am I?


Consultant, Ergonomics & Information Architecture
CESART, a Canadian Web Agency based in Montreal (Canada)


5 years experience in IA & UCD − Canada, France and UK
     • Both as a consultant and as an internal staff member
     • Yellow Pages Canada, Bell Canada, French Atomic Energy Commission, The
     French-Speaking University Agency, etc.


Masters degree in Information Science
Conservatoire national des arts et métiers − Paris (France)




                                                      Isabelle Peyrichoux – IA Summit 2006
Why this presentation?
In 2002, I had to design an international intranet site from scratch

I conducted a needs analysis in three continents

I succeeded in collecting valuable needs to build the intranet site

    • How?

    • What were the success factors?

    • What learnings did I gain from this experience?


                                             Isabelle Peyrichoux – IA Summit 2006
Context




          Isabelle Peyrichoux – IA Summit 2006
The French-Speaking University Agency
                         Agence universitaire de la Francophonie (www.auf.org)


                                                                     • International
                                                                     organization

                                                                     • An organization
                                                                     dedicated to the
                                                                     cooperation between
                                                                     French-speaking
                                                                     universities

                                                                     • Around 400 employees
                                                                     in 35 offices and on 5
                                                                     continents
MONTREAL           BUCAREST             BEYROUTH
                                                           …
           PARIS              YAOUNDÉ              HANOÏ

                                                           Isabelle Peyrichoux – IA Summit 2006
Information Access and Intranet

                                                              The situation
                MONTREAL       PARIS
                                                                    • Basic internal information not
                                                                    readily available
                                                                       > transmitted by email or
                                                                    word of mouth
                       DAKAR


                                                                    • No central place for the 400
                                                                    employees to access basic
                                                                    information


My job
Build a USEFUL intranet site
     i.e. that provides all employees with basic information and tools they need in their day to
     day work
                                       → I decided to conduct a needs analysis

                                                         Isabelle Peyrichoux – IA Summit 2006
Strategy




       Isabelle Peyrichoux – IA Summit 2006
Step 1: Choosing & designing the method
Requirements
• Go to Montreal – Paris – Dakar
• Gather day-to-day information needs


Method chosen


    OBSERVATION
                        FOCUS GROUPS



                                          Make employees
         INDIVIDUAL INTERVIEW             « relive » their day-to-
                                          day tasks


                                        Isabelle Peyrichoux – IA Summit 2006
Step 1: Choosing & designing the method

   X
I AM HERE
                   FUNCTION
  Needs?
            • What is your job?

  ?
                                                                                      I NEED
                                                               HOW                    TO GO
                              TASKS                                                   THERE

                                                                                         X
            • What tasks do you perform?              • How do you perform each
            • Describe your typical day               task?
                                                      • What tools do you use?
                                                                                   Ideas to design
                                                      • Any difficulty?
                                                                                   the intranet site
                                                                                  • Content
                                                                                  • Functionalities
                                                                                  • How to design
                                                                                  these functionalities
                                           Isabelle Peyrichoux – IA Summit 2006
Step 2: Contacting people before the interview

Importance of a good first contact via email, etc.

• How
    • Ask for advice from experienced employees in the company
    • Collect information about people, offices, organizational context
    • Respect cultural differences
    • Be transparent
    • Be flexible and patient

• Results
    • Received valuable help from heads of Paris and Dakar offices
    • These managers provided important support along my journey


                                           Isabelle Peyrichoux – IA Summit 2006
Step 3: Conducting the interview

It’s not only a question of technique….

• Be transparent - introduce yourself
• Be non judgemental – empathy
• Be flexible - follow the person’s flow
• Be confident in the process & take risks - follow your intuition
• Shut up! – Let the person speak (speak to yourself if necessary)
• Listen carefully and memorize – Go back to what was previously said




                                            Isabelle Peyrichoux – IA Summit 2006
Step 3: Conducting the interview

Some technical tips….

• Reformulate vs asking direct questions

• Start from what the employee says
    • It’s easier for the employee to rely on his or her own experience

• Don’t ask the employee to design the intranet for you

• Ensure to have all necessary data for each employee task
     • How, why, when, how often, etc
     • When asking the questions, start designing the intranet in your mind and ask
     yourself what information you will need to complete the design



                                                       Isabelle Peyrichoux – IA Summit 2006
Step 4: Facing the cultural differences

                                       • Africa vs. Western
                                       countries?
                                       • Paris vs. Montreal
       MONTREAL      PARIS
                                           • cultural stereotypes
                                           • organizational vs.
                                           cultural differences
             DAKAR
                                           • time differences


                                       • No direct impact on the
                                       findings
                                       • Stereotypes require
                                       discretion & distance



                               Isabelle Peyrichoux – IA Summit 2006
Step 5: Going back to Montreal…




                       Montréal, two days later…
Dakar, March 2002




                               Isabelle Peyrichoux – IA Summit 2006
Results




          Isabelle Peyrichoux – IA Summit 2006
A success…


A lot of information that surpassed the intranet project:

   • Most useful content & applications

   • How to design these applications




                                        Isabelle Peyrichoux – IA Summit 2006
…but difficult to apply in reality

Able to implement only 15 % of my recommendations:
    • Organizational constraints
    • Content not accessible or not formatted according to specifications
    • Limited executive buy-in and involvement in the intranet project



Nevertheless, a small “revolution” for the Agency:
   • The first intranet containing basic information accessible to all
   • An employee directory that included pictures!! (THE killer app)
   • Some changes still to come




                                            Isabelle Peyrichoux – IA Summit 2006
A selection of references
James Robertson: “Conducting intranet needs analysis” – Sept. 2005
http://www.steptwo.com.au/papers/kmc_needsanalysis/index.html
(Last visited: Feb. 26, 2006)


Adaptive Path: “ Designing the Complete User Experience ”
http://adaptivepath.com/events/training/complete/files.php
Downloads: Workshop Presentation Day 1 – Task analysis and mental model
(Last visited: Feb. 26, 2006)

Joshua Porter: “Information Architecture the Adaptive Path Way: An Interview with
Indi Young” – Originally published: Feb 05, 2003
http://www.uie.com/articles/young_interview/
(Last visited: March 17, 2006 )


Indi Young: “Mental Model Building: Step by Step” – August 12, 2005
http://www.ok-cancel.com/archives/article/2005/08/mental-model-building-step-by-step.html
(Last visited: March 17, 2006 )




                                                    Isabelle Peyrichoux – IA Summit 2006
Thank you!


Questions or comments?




Isabelle Peyrichoux
CESART, Montréal, Canada
isabelle_peyrichoux@yahoo.ca




                               Isabelle Peyrichoux – IA Summit 2006

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Montréal, Paris, Dakar: Conducting an International Intranet Needs Analysis

  • 1. Montreal, Paris, Dakar Conducting an International Intranet Needs Analysis Isabelle Peyrichoux IA Summit 2006, Vancouver
  • 2. Who am I? Consultant, Ergonomics & Information Architecture CESART, a Canadian Web Agency based in Montreal (Canada) 5 years experience in IA & UCD − Canada, France and UK • Both as a consultant and as an internal staff member • Yellow Pages Canada, Bell Canada, French Atomic Energy Commission, The French-Speaking University Agency, etc. Masters degree in Information Science Conservatoire national des arts et métiers − Paris (France) Isabelle Peyrichoux – IA Summit 2006
  • 3. Why this presentation? In 2002, I had to design an international intranet site from scratch I conducted a needs analysis in three continents I succeeded in collecting valuable needs to build the intranet site • How? • What were the success factors? • What learnings did I gain from this experience? Isabelle Peyrichoux – IA Summit 2006
  • 4. Context Isabelle Peyrichoux – IA Summit 2006
  • 5. The French-Speaking University Agency Agence universitaire de la Francophonie (www.auf.org) • International organization • An organization dedicated to the cooperation between French-speaking universities • Around 400 employees in 35 offices and on 5 continents MONTREAL BUCAREST BEYROUTH … PARIS YAOUNDÉ HANOÏ Isabelle Peyrichoux – IA Summit 2006
  • 6. Information Access and Intranet The situation MONTREAL PARIS • Basic internal information not readily available > transmitted by email or word of mouth DAKAR • No central place for the 400 employees to access basic information My job Build a USEFUL intranet site i.e. that provides all employees with basic information and tools they need in their day to day work → I decided to conduct a needs analysis Isabelle Peyrichoux – IA Summit 2006
  • 7. Strategy Isabelle Peyrichoux – IA Summit 2006
  • 8. Step 1: Choosing & designing the method Requirements • Go to Montreal – Paris – Dakar • Gather day-to-day information needs Method chosen OBSERVATION FOCUS GROUPS Make employees INDIVIDUAL INTERVIEW « relive » their day-to- day tasks Isabelle Peyrichoux – IA Summit 2006
  • 9. Step 1: Choosing & designing the method X I AM HERE FUNCTION Needs? • What is your job? ? I NEED HOW TO GO TASKS THERE X • What tasks do you perform? • How do you perform each • Describe your typical day task? • What tools do you use? Ideas to design • Any difficulty? the intranet site • Content • Functionalities • How to design these functionalities Isabelle Peyrichoux – IA Summit 2006
  • 10. Step 2: Contacting people before the interview Importance of a good first contact via email, etc. • How • Ask for advice from experienced employees in the company • Collect information about people, offices, organizational context • Respect cultural differences • Be transparent • Be flexible and patient • Results • Received valuable help from heads of Paris and Dakar offices • These managers provided important support along my journey Isabelle Peyrichoux – IA Summit 2006
  • 11. Step 3: Conducting the interview It’s not only a question of technique…. • Be transparent - introduce yourself • Be non judgemental – empathy • Be flexible - follow the person’s flow • Be confident in the process & take risks - follow your intuition • Shut up! – Let the person speak (speak to yourself if necessary) • Listen carefully and memorize – Go back to what was previously said Isabelle Peyrichoux – IA Summit 2006
  • 12. Step 3: Conducting the interview Some technical tips…. • Reformulate vs asking direct questions • Start from what the employee says • It’s easier for the employee to rely on his or her own experience • Don’t ask the employee to design the intranet for you • Ensure to have all necessary data for each employee task • How, why, when, how often, etc • When asking the questions, start designing the intranet in your mind and ask yourself what information you will need to complete the design Isabelle Peyrichoux – IA Summit 2006
  • 13. Step 4: Facing the cultural differences • Africa vs. Western countries? • Paris vs. Montreal MONTREAL PARIS • cultural stereotypes • organizational vs. cultural differences DAKAR • time differences • No direct impact on the findings • Stereotypes require discretion & distance Isabelle Peyrichoux – IA Summit 2006
  • 14. Step 5: Going back to Montreal… Montréal, two days later… Dakar, March 2002 Isabelle Peyrichoux – IA Summit 2006
  • 15. Results Isabelle Peyrichoux – IA Summit 2006
  • 16. A success… A lot of information that surpassed the intranet project: • Most useful content & applications • How to design these applications Isabelle Peyrichoux – IA Summit 2006
  • 17. …but difficult to apply in reality Able to implement only 15 % of my recommendations: • Organizational constraints • Content not accessible or not formatted according to specifications • Limited executive buy-in and involvement in the intranet project Nevertheless, a small “revolution” for the Agency: • The first intranet containing basic information accessible to all • An employee directory that included pictures!! (THE killer app) • Some changes still to come Isabelle Peyrichoux – IA Summit 2006
  • 18. A selection of references James Robertson: “Conducting intranet needs analysis” – Sept. 2005 http://www.steptwo.com.au/papers/kmc_needsanalysis/index.html (Last visited: Feb. 26, 2006) Adaptive Path: “ Designing the Complete User Experience ” http://adaptivepath.com/events/training/complete/files.php Downloads: Workshop Presentation Day 1 – Task analysis and mental model (Last visited: Feb. 26, 2006) Joshua Porter: “Information Architecture the Adaptive Path Way: An Interview with Indi Young” – Originally published: Feb 05, 2003 http://www.uie.com/articles/young_interview/ (Last visited: March 17, 2006 ) Indi Young: “Mental Model Building: Step by Step” – August 12, 2005 http://www.ok-cancel.com/archives/article/2005/08/mental-model-building-step-by-step.html (Last visited: March 17, 2006 ) Isabelle Peyrichoux – IA Summit 2006
  • 19. Thank you! Questions or comments? Isabelle Peyrichoux CESART, Montréal, Canada isabelle_peyrichoux@yahoo.ca Isabelle Peyrichoux – IA Summit 2006