As part of this workshop, we will aim to go through a number of practical tips and tricks that you can leverage when building your own SharePoint portals, designing your PowerApps as well as learn best practices that are applicable when working with any technology.
Detailed Agenda
UX Laws and Principles what are the key markers for creating a great user experiences? These principles can be applied to not just SharePoint but user experience that users interact with. Learn these and forever be prepared to build experiences that greatly improve the user experience.
How Design Sprints work learn how to run them effectively with champions and executives involved.
SharePoint Themes learn how to leverage themes in SharePoint, how to create and apply themes in your current tenant
UX Audit what you need to consider when performing an UX audit of your existing applications
Best Practices reviewing best practices that I have learned over the years based on complexity and business value.
Resources
Wireframing Toolkit will provide a wireframe toolkit that you can leverage to create your own wireframes
Personas critical to getting your application right but also important to start with a template. Will be provided during the workshop.
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Workshop: Designing Experiences in Office 365 #spc19
1. LED BY:
As part of this full-day workshop, we will aim to go through several practical tips and
tricks that you can leverage when building your own SharePoint sites, designing your
PowerApps as well as learn best practices that are applicable when working with any
technology.
DESIGNING EXPERIENCES IN OFFICE 365
Kanwal Khipple
4. MISSION
Disney
WalMart
Fedex
Microsoft
McDonalds
Apple
Nike
Google
Toyota
Every company starts with an idea, and based on that one idea, works hard to build a
culture that helps deliver products and services
produce family fun entertainment
saving people money so they can live better
guaranteed overnight
enable productivity
be your favorite place and way to eat and drink
design best personal computers
inspire athletes
organize information to make it accessible & useful
satisfying ownership experience
5. BRAND IDENTITY
In order to have an effective brand, you need your target audience to associate you
whenever they think of the benefit they are looking to receive
9. MORE NEWS FROM TEAMS…
It can’t just be regional, departmental and corporate news on your homepage anymore. You
need to think about how you will surface team and project news.
10. WHATS IN IT FOR ME
Make intuitive experiences that users can not live without
12. INTRANET IN YOUR POCKET…
What if you could also enable better site experiences on mobile devices. What if you could
design for the user? Extending team or departmental reach.
14. 300+ slides
80+ SharePoint Presentations @ Slideshare.Net/kkhipple
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
Message Me On LinkedIn or Email Kanwal@Khipple.com
15. SPEAKER | AUTHOR | SUPER GOOD LOOKING
KANWAL KHIPPLE, CEO
@kkhipple
bit.ly/linkedinkk
2014 2015
16. “My goal is to be able to find content like news, forms,
templates, and research efficiently and with as little friction
from technology tools as possible.”
KEY CHARACTERISTICS
Knowledge Worker
Tech-savvy Independent Goal-Oriented
MEASURES OF SUCCESSBEHAVIOR PROFILE
Consumer Persona
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Ability to access content easily
from mobile devices.
Favorite/frequent content
surfaced for easy access.
Personalized news for teams and
workgroups.
Ability to interact with thought
leaders through social networks.
Name Ken
Age 29
Role Associate
Location New York
Education Business Degree
Family Single
EXPECTATIONS:
Locate content or information in
three clicks or less. Locate content
from anywhere, on any device.
Engage with peers and thought
leaders via social media.
Personalization of news and content
based on his teams.
FRUSTRATIONS:
Difficult to sift through search
results/ documents to find the
relevant ones. Obsolete documents
exist within search results. Lack of
connection with both peers and
leaders.
17. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
18. WHAT WE ARE GOING TO COVER TODAY.
TOGETHER, ENCOURAGE DESIGN TO BE INTEGRATED
INTO YOUR PROJECTS AND IMPROVE HOW TO BE A
DESIGN-LED TEAM
THINK ABOUT USABILITY THROUGH THE LENS OF OUR KEY USER PERSONAS
DISCUSS AND COMMIT TO SOME BROAD UX BEST PRACTICES & PRINCIPLES
GET INSPIRED TO THINK OUTSIDE OF THE NORM WITH EXAMPLES
ARTICULATE THE DIGITAL WORKPLACE EXPERIENCE THROUGH WIREFRAMES & SKETCHES
19. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
21. COMMUNICATE IMPORTANT NEWS
MARKETING CAMPAIGN COLLABORATION
AUTOMATE
ANSWER QUESTIONS FROM ANYWHERE
Let’s review four user journeys and how they might look in the future
23. MEET GAIL, OUR COMMUNICATOR
• Wants to publish a new travel expenses policy.
• Interested in measuring reach and engagement for
this and other news.
Gail’s goal is to break down communication barriers internally and publish news quickly
and easily, from any device
24. GAIL CREATES A NEWS POST
Easily communicate and share news and event with others in the
organization
25. GAIL PUBLISHES A TARGETED ARTICLE
Using the lessons from her global insights, she targets news to the right
audience.
26. KEN STARTS HIS DAY
Employees get news on their reading list based on their interests
27. WHERE WORK HAPPENS
Ken finds relevant news regarding his team or aggregated from other
sources
28. CATCHING UP ON NEWS FOR HIS REGION
News targeted for a specific area or audience
29. FINDING HIS WAY USING A HUB SITE
News, Events and Search experience contextualized
30. NEWS AS PART OF THE DAY, IN TEAMS
Leveraging Microsoft Teams connectors to stay informed
31. CATCH UP ON THE GO
Using SharePoint Mobile app he is alerted and can see relevant news
32. KEN CAN FOLLOW COMMUNITIES
Employees curate news to tailor to their work and interests
33. KEN ENGAGES AND SHARES HIS VIEW
Opportunity to share knowledge and be engaged with what’s important
for him
34. GAIL ANALYZES EMPLOYEE ENGAGEMENT
• We can see how many people have viewed the announcement
• Employees can like and comment on the article
• Gail can engage and respond to employees directly
She’s receives likes and comments and can answer questions regarding the
new policy
38. MEET DAVID, OUR COLLABORATOR
• David is coordinating a new campaign to
promote eco friendly communities.
• David needs to coordinate the work with
teammates to ensure the campaign is
produced and launched successfully.
• David needs to create and share documents
easily with others.
David’s goal is to be as effective as possible in managing his team.
39. DAVID SEARCHES FOR PROJECT SOPs
Content finds David. Search infused AI provides him with relevant results.
40. DAVID WORKS WITH THE TEAM TO GATHER
DESIGN SPECS
Connect with subject matter experts
41. DAVID AND TEAM CO-EDIT DESIGN SPECS
The document remains in up-to-date in the cloud.
47. MEET PRIYA, OUR CONTRIBUTOR
• Priya needs to coordinate onboarding for a
new employee
• She wants to have all departments involved
and coordinated to complete the onboarding
• The process should be repeatable and
automated for all onboardings.
Priya’s goal is to ensure employees have access to the latest and greatest information to
bring their full potential forward.
48. PRIYA STARTS THE ONBOARDING
PROCESSCaptures new employee onboarding entry in a custom form
49. THE MANAGER REVIEWS AND APPROVES RIGHT
FROM THE EMAIL RECEIVED
An approval task is sent to Bryan’s
new manager, Alexa to confirm new
employee information is accurate
and continue with the process.
An approval request message is sent with new onboarding details for review
50. APPROVAL PROCESS BEHIND THE SCENES
An approval is sent to the supervisor to review onboarding request data
51. PRIYA WANTS TO ASSIGN ONBOARDING
TASKS
Once approved, we create the planner plan
52. ONBOARDING WORK ASSIGNED ACROSS TEAMS
A new Microsoft Planner plan is created for onboarding Bryan.
53. PRIYA VISUALIZES ONBOARDING STATUS
Priya can visualize task completion by opening the planner plan for this
employee.
54. TAKING AUTOMATION A STEP FURTHER
Working with user accounts to schedule training and send emails on schedule.
55. TAKING AUTOMATION EVEN FURTHER
Integrate your flow with other systems using over 250 standard connectors
Standard Connectors 3rd party Connectors Custom Connectors
ADP
Sage
56. AUTOMATE YOUR BUSINESS PROCESSES
Run your business more efficiently by using custom apps
58. QUICKLY ANSWER QUESTIONS FROM ANYWHERE
Surfacing relevant, company-approved information promptly, from anywhere.
59. MEET CARRIE, OUR CONNECTOR
• Carrie wants to provide a reservation for the
resident lounge to an employee while away from
her desk.
• Carrie needs to get additional information from an
Assistant Manager.
• Carrie needs to capture the employee information
and close the sale.
Carrie is a leasing consultant.
60. CARRIE FINDS RESIDENT LOUNGE
INFORMATION ON THE GO
Retrieve information in a central location
Finds Resident Lounge Information
Confirms room availability
61. CARRIE SEEKS HELP FROM OTHERS
Consult coworkers on the fly
Gets answers about local liquor laws
64. “My goal is to be able to find content like news, forms,
templates, and research efficiently and with as little friction
from technology tools as possible.”
KEY CHARACTERISTICS
Knowledge Worker
Tech-savvy Independent Goal-Oriented
MEASURES OF SUCCESSBEHAVIOR PROFILE
Consumer Persona
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Ability to access content easily
from mobile devices.
Favorite/frequent content
surfaced for easy access.
Personalized news for teams and
workgroups.
Ability to interact with thought
leaders through social networks.
Name Ken
Age 29
Role Associate
Location New York
Education Business Degree
Family Single
EXPECTATIONS:
Locate content or information in
three clicks or less. Locate content
from anywhere, on any device.
Engage with peers and thought
leaders via social media.
Personalization of news and content
based on his teams.
FRUSTRATIONS:
Difficult to sift through search
results/ documents to find the
relevant ones. Obsolete documents
exist within search results. Lack of
connection with both peers and
leaders.
70. CONSUMER
A day in the life of Ken the Associate
Offices
INTRANET
Practices
Departments Communities
Ken logs into intranet and
starts his day by skimming
the homepage newsfeeds.
Ken sees that his Section
Head has received recognition
and ‘Likes’ the article.
Ken looks for a pitch deck
to reuse for a proposal he
has been assigned.
1
2
3
Ken reads up on where to stay
in Dallas, since he’s visiting
there to deliver the pitch.
4
COEs
71. CONTENT OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.
72. SITE STRUCTURE MODEL(S)
There are a number of ways to manage site hierarchy. Key is to ensure hierarchy
enables collaboration it should not restrict it.
SITE NAV
TOP NAV
SITE NAV
SITE NAV
SITE NAV
SITE NAV
HUB-AND-SPOKE
SITE NAV
SITE NAV
SITE NAV
SITE
NAV
SITE NAV
SITE NAV
TOP NAV
SITE NAV
TOP NAV
HIERARCHICAL
73. 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
74. 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
75. NEW HUB SITES & TEMPLATES…
Team sites and communication sites will roll up into hub sites. This allows modern rich
sites for all but the homepage and special situations.
TODAY
76. 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
77. PLANNING HUB SITES
Have questions on what you need to consider when planning hub sites? Read
Microsoft’s Hub Site Planning guide https://aka.ms/PlanningSPhubsites
SETTING THE STAGE
Ability to model your site as relationships (via links) rather than hierarchy or ownership
GETTING STARTED
Hub sites give you shared navigation and brand, roll-up of content and search as well as a home destination for the
hub
WHAT SHOULD BE A HUB SITE?
Start with answering who is your audience and what do they need to accomplish and how do the people who need
the information get their work done?
HOW SHOULD I ORGANIZE MY HUB SITE?
Creating a hub site must be done by the global or SharePoint admin in Office 365, planning, managing and
organizing the hub site is the responsibility of the hub site owner
And more…
78. KIDS
BUILD COMMUNITIES
Take advantage of moving towards a flat-hierarchy in terms of your SharePoint
architecture
KEY ORGANIZATIONAL FUNCTIONS
(EXAMPLE, HR, Finance, Public Relations,
Legal, IT, Comms)
LOCATIONS
(EXAMPLE, Sales regions, location based
offices)
SUBSIDIARY/PORTFOLIO/SUBDIVISION
(EXAMPLE, Product line, legal projects,
communities)
HR
EU SALES
TRAVEL
PROGRA
MS
NEW
HIRES
REWARDS
HR
BENEFITS
PLANNING
LONDON MADRID
PARIS
NEW
MARKETS
SENIOR
QUESTS
SPECIAL
INTEREST
79. 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
80. GOVERNANCE
Ensuring you have a governance model in place to guide users what sites they should
create
Company
+
Hub Site
Team site Communication siteTeam site
Division
Team
ROOT SITE
- New tenant under 500 users,
have Communication site as
default
- Existing tenants, Microsoft is
finalizing ways to switch your
root site to use Communication
Site
81. BUSINESS OBJECTIVES
TIP leverage mind mapping to broke down into
much more specific objectives through
stakeholder participation
Where is the business prioritizing their investments and teams
TIP understand how a solution or technology
benefits the organization and what business
objectives it helps to meet
82. Empower employees to be productive and engage
with their peers through an integrated employee digital
experience
OUR VISION
84. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
85. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
91. HOW DO YOU LIKE YOUR COFFEE?
Dividing a population into representative user groups to better identify and serve their
needs.
Cream and
sugar
Just black
Iced coffee
with milk
Espresso with
sweetener
Latte please
Hot
Sweet
Creamy
92. WHAT ARE PERSONAS?
Our aim is to understand and identify the key user types within your organization.
What type
of user are
they?
What would
motivate them
to use the
intranet?
What frustrates
them about their
day-to-day?How comfortable
are they with
technology?
What are their
main goals
when using the
intranet?
What’s
their story?
93. PRIMARY INTRANET PERSONAS
Intranet users typically fall into one of the 5 ‘C’s.
Support StaffTeam LeadKnowledge Worker Information Manager
“My goal is to support
employees within the
organization by
connecting them to the
people and content they
require to do their jobs
effectively.”
“My goal is to be as
effective as possible in
managing my team. I
want to know the status
of various tasks and what
issues my team members
are facing.”
“My goal is to be able to
find content like news,
forms, templates, and
research efficiently and
with as little friction from
technology tools as
possible.”
“My goal is to ensure
that employees reference
the latest and greatest
material from around the
organization. I want the
intranet to be the go-to
tool for administrative
content.”
CONNECTORCOLLABORATORCONSUMER CONTRIBUTOR
Manager
“My goal is to break
down communication
barriers internally and
publish news quickly and
easily, from any device.”
COMMUNICATOR
94. “My goal is to be able to find content like news, forms,
templates, and research efficiently and with as little friction
from technology tools as possible.”
KEY CHARACTERISTICS
MEASURES OF SUCCESSBEHAVIOR PROFILE
Knowledge Worker
Consumer Persona
Tech-savvy Independent Goal-Oriented
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Ability to access content easily
from mobile devices.
Favorite/frequent content
surfaced for easy access.
Personalized news for teams and
workgroups.
Ability to interact with thought
leaders through social networks.
Name Ken
Age 29
Role Associate
Location New York
Education Business Degree
Family Single
EXPECTATIONS:
Locate content or information in
three clicks or less. Locate content
from anywhere, on any device.
Engage with peers and thought
leaders via social media.
Personalization of news and content
based on his teams.
FRUSTRATIONS:
Difficult to sift through search
results/ documents to find the
relevant ones. Obsolete documents
exist within search results. Lack of
connection with both peers and
leaders.
95. “My goal is to break down communication barriers internally
and publish news quickly and easily, from any device.”
KEY CHARACTERISTICS
MEASURES OF SUCCESSBEHAVIOR PROFILE
Manager
Communicator Persona
Social Engaged Voice of the Company
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Clean and simple content
publishing process.
Improved access to content from
a variety of devices.
Tailored content for different
audiences.
Metrics to track readership.
Social engagement with
communications.
Name Gail
Age 43
Role Communications
Manager
Location New York
Education Bachelor’s Degree
Family Married with children
EXPECTATIONS:
Simple interface to manage
communication content. Social
interaction over content to share
feedback and insights. Access to
readership and engagement analysis
to enable fine-tuning of
communications and
communications targeting.
FRUSTRATIONS:
Lack of clarity in publication
guidelines. Lack of targeting
mechanisms. Lack of news relevant
personalization for employees.
96. “My goal is to be as effective as possible in managing my team.
I want to know the status of various tasks and what issues my
team members are facing.”
KEY CHARACTERISTICS
MEASURES OF SUCCESSBEHAVIOR PROFILE
Team Lead
Collaborator Persona
Leader Project-focused Analytical
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Ability to access content easily
from mobile device.
Favorite/frequent content
surfaced for easy access.
Personalized news for his
workgroup.
Effective sharing of marketing
and business development
between workgroup.
Name David
Age 51
Role Department Head
Location Washington, DC
Education Bachelor’s Degree
Family Married with children
EXPECTATIONS:
Locate content or information in
three clicks or less. Sharing marketing
and business development
information between workgroups.
Collaborate with and manage his
team from his mobile device.
FRUSTRATIONS:
Siloed information between
workgroups such that content is
often duplicated.
97. “My goal is to support employees within the organization by
connecting them to the people and content they require to do
their jobs effectively.”
KEY CHARACTERISTICS
MEASURES OF SUCCESSBEHAVIOR PROFILE
Support Staff
Connector Persona
Social People Person Tacit Knowledge
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Better search filters for content
and people searches.
More intuitive site structure
Improved look and feel.
Improved task tracking for
internal projects.
Name Carrie
Age 37
Role Administrative
Assistant
Location Houston
Education Bachelor’s Degree
Family Single
EXPECTATIONS:
Simple ways to find and connect
relevant content and people which
can help them to perform their work
in a more informative way. Find
people with specific skill sets and
enable boiling up tribal knowledge
and making it available.
FRUSTRATIONS:
No easy way to find people and their
skill sets and lack of easy ways to
filter through search results to find
relevant content.
98. “My goal is to ensure that employees reference the latest and
greatest material from around the organization. I want the
intranet to be the go-to tool for administrative content.”
KEY CHARACTERISTICS
MEASURES OF SUCCESSBEHAVIOR PROFILE
Information Manager
Contributor Persona
Author Connected Approachable
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
Surface most-requested content
to a visible, prominent location.
Archive/prune out of date
content.
Clearly defined site structure and
classification standards.
Ability to target audiences to
surface relevant content and
tools.
Name Priya
Age 33
Role IT Manager
Location Houston
Education Computer Science
Degree
Family Partnered
EXPECTATIONS:
A centralized area to search and
access content. Easy methods to
target content to the relevant people
by content classification. Easy to
contact content author.
FRUSTRATIONS:
Content may be obsolete and search
is not sophisticated enough to
differentiate between latest and old
content. Lack of content classification
standards. No content timeout policy
defined. Content from legacy
systems poorly classified.
100. PRIMARY INTRANET PERSONAS
Intranet users typically fall into one of the 5 ‘C’s.
Support StaffTeam LeadKnowledge Worker Information Manager
“My goal is to support
employees within the
organization by
connecting them to the
people and content they
require to do their jobs
effectively.”
“My goal is to be as
effective as possible in
managing my team. I
want to know the status
of various tasks and what
issues my team members
are facing.”
“My goal is to be able to
find content like news,
forms, templates, and
research efficiently and
with as little friction from
technology tools as
possible.”
“My goal is to ensure
that employees reference
the latest and greatest
material from around the
organization. I want the
intranet to be the go-to
tool for administrative
content.”
CONNECTORCOLLABORATORCONSUMER CONTRIBUTOR
Manager
“My goal is to break
down communication
barriers internally and
publish news quickly and
easily, from any device.”
COMMUNICATOR
101. PERSONA MAPPING
ACTIVITY: Map each department group to 1 or 2 primary personas.
Communicator Connector Collaborator Consumer Contributor
Administrative Depts Business Development & Marketing 1 2
Finance and Accounting 1
Human Resources 1 2
Professional Resources 1 2
Operations 1 2
Information Management 1
IM/Knowledge Management 2 1 2
Firm Management & Oversight Firm Management (Partners) 1 2
General Counsel 1 2 2
Legal Practice Associate 2 1
Partner 2 1
Counsel 2 1
Paralegal 2 1
Assistant 1 2
102. INTERVIEW PLANNING
Select 1-5 people per 45 minute interview for a total of 4 per interviews. Interviewees can be from different departments. The
important thing is that they fall into the same primary persona. This helps focus our interview questions on their user
behaviours.
Communicators Connectors Collaborators Consumers Contributors
• Business
Development &
Marketing
• Operations
• General Counsel
• Human Resources
• Assistant
• Professional
Resources
• Finance and
Accounting
• Firm Management
(Partners)
• Legal Practice
• IM/Knowledge
Management
• Information
Management
104. INTERVIEW QUESTION CATEGORIES
Question categories:
1. Introduction
2. Key Tools/Applications
3. Content search/findability
4. People search
5. Communication practices
6. Collaboration practices
7. Current tools/applications
8. Security and privacy
9. Information Architecture
10. General
The order of the questions for each persona prioritize the areas in which a persona can provide the most insight. This way, if a
discussion on a particular set of questions runs long, we have covered the most important material first.
Communicators Connectors Collaborators Consumers Contributors
• Introduction
• Communications
• Content search
• People Search
• Key Tools/
Applications
• General
• Introduction
• Content search
• People Search
• Key Tools/
Applications
• General
• Introduction
• Collaboration
• Information
Architecture
• Content search
• People search
• Security and
Privacy
• Key Tools/
Applications
• General
• Introduction
• Key Tools/
• Applications
• Content search
• People search
• Information
Architecture
• General
• Introduction
• Information
Architecture
• Key Tools/
Applications
• Content search
• People search
• Security and
Privacy
• General
105. INTERVIEW QUESTIONS
To initiate conversation its helpful to have a few questions prepared but encourage
organic conversation
Category Topic Question
Introduction Name What is your name?
Job Title What is your Job Title?
Department In which Department/ Division do you work?
Tenure How long have you been with the firm?
Key activities/tasks Within the context of your job, what are the key activities/tasks that you perform every day?
Intranet usage How do you leverage the Intranet within the context of your daily tasks/ responsibilities?
Key Tools/Applications Key tools What are the key tools or applications that you use in your workplace today to perform your daily tasks/ responsibilities?
Tool challenges What are the key challenges/ difficulties you face using these key tools/ applications?
Content search/findability Ways to search How do you find firm/internal information/content in your day to day work? (intranet, website, Outlook, iManage, or other)
Access to research tools How do you access online research services in your day to day work? (ie. links, bookmarks, etc.)
Difficulty of search How difficult is it to find internal information/content using the intranet search box? Are the refiners adequate?
Refiners Do you ever use the search refiners or search scope?
Percentage What percentage of your searches are conducted on the intranet vs FileSite/iManage/DMS?
Specific issues/ challenges What issues/challenges do you face while searching for information/content?
Most important content To what specific information/ content would you like easy access?
People Search Ways to search How do you search for people-specific information within the firm?
Frequency How often do you search for people-specific information within the firm?
Issues/ Challenges What issues/ challenges do you face while looking for people information? E.g. Is information consistent, reliable, available?
106. INTERVIEW QUESTIONS
To initiate conversation its helpful to have a few questions prepared but encourage
organic conversation
Category Topic Question
Security and Privacy Security methods How do you ensure that documents are secure within your workplace?
Concerns Are there any security concerns you have around the sharing of files documents?
Communications Methods How do you typically find out about firm news, events and announcements?
Key communications What type of firm news is most important to you? What type of firm news is currently missing and you would like to see it?
Do you contribute? How? Do you contribute to or author the firm news, events or announcements?
Content authoring process If yes to above question, what's the process of contributing firm news? Is it difficult?
Audience Are you currently tailoring content to various audiences? Is there a need for this?
Collaboration Tools How do you typically share files with your team/project? E.g. email, links to documents, etc.
Frequency How many people do you typically collaborate with and how often when preparing work documents/ deliverables?
Key Challenges What are the key challenges/difficulties you face when collaborating within your team or project?
Tracking Projects How does your project or team typically track project tasks? If applicable, what are the software tool(s) used?
Tracking Matters How does your team typically track tasks related to matters? What software/tool(s) are used?
Information Architecture Content structure What challenges do you face when it comes to organizing your information? Is content organized in an intuitive way?
Metadata As content authors, describe your experience with the metadata fields. Do you see a value in them?
General General Any there any other key features you would like to see on the intranet which can make your work life easier and more
manageable?
107. INTERVIEW FOLLOW UP
Ensure you share what you heard and how it impacts their journey
As a I want to So that
Communicator look up client, company,
contractor information of those
involved in a project
I can connect with them for coordination and planning activities.
Connector Share information (i.e.
Documents) with external
clients/contractors
We provide information faster without requiring IT involvement to set
up an FTP site and we can ensure information is not accessible to other
clients and contractors not involved in the project.
Connector Quickly find communication with
clients
I can refer to previous decisions or pieces of information that are
needed for clarifying scope of work, deliverables and specs
Collaborator Refer to code comments that
occurred in the same jurisdiction
To review and if possible preemptively address comments made by a
jurisdiction authority for this or previous projects.
108. OFFICE 365 AND SHAREPOINT
1. Office 365 landing page
2. Pin Office 365 apps to the app launcher
3. Choose an Office 365 start app
4. Smart Search
5. Following Sites
How users can leverage Office 365 and SharePoint to personalize their user experience.
109. PIN APPS TO THE APP LAUNCHER
How to:
1. Click the App launcher icon in the top left corner.
2. Click All apps to view all of the Office 365 available to you.
3. Hover over the app to highlight it and then hover over or right-click the ellipsis that
appears.
4. Choose Pin to launcher.
Quick access to the Office apps you use most frequently.
1
2
3
4
NOTE: The Office 365 Admin can also set selected apps
and shortcuts that would appear for everyone.
110. CHOOSE AN OFFICE 365 START APP
How to:
1. On the Office 365 navigation bar at the top of the screen, click the Settings icon.
2. Under Start page, click the arrow to open the list box and select the page or app you
want Office to open on start, and then click Save.
Choose an app to open by default when you log in to Office 365.
1
2
111. ‘SMART’ SEARCH
• Predictive search improves with each search over time.
• Best bets update in real time with each additional letter you type.
Office 365 ‘learns’ what to surface as best bets as you type.
112. FOLLOWING SITES
‘Follow’ sites by clicking on the star icon in the top right corner of the site.
Choose to ‘follow’ sites that you frequent.
Sites that you ‘follow’ appear on
the SharePoint landing page of
Office 365.
113. OFFICE 365 LANDING PAGE
Pin documents
for quick access
View recent documents, pin your favourites, and discover more related documents.
Discover related
content authored by
your coworkers
Quick access to your
personal OneDrive
Quick view of the sites
you frequent most
115. ACTIVITY 1: GATHERING EMPLOYEE NEEDS
Let’s go through an interactive activity to better understand the needs of our personas
[30 mins]
1. You’ll be split into groups and
assigned a Persona
2. You’ll be given sticky notes and a
marker
3. Write down ten needs or pain points
that your persona finds most relevant
1. Use the list of provided User Needs as
a starting point
2. Feel free to write your own if they’re
not in the User Needs list
4. For each need or pain point, indicate
why this is important to your Persona
1. You can use the “User Story” format
to write down
116. USER STORIES
Capture user needs by personae. Answer the who, what and the why
As a who are you?
I want to… what is your need?
So that… why is it important to you?
John
Find all relevant documents
from a
unified search
I can quickly review the information
and determine what I can reuse or
reference in my work
flip
117. UNDERSTANDING NEEDS & PAIN POINTS
Identify persona needs and pain-points
As a consumer, I want to know who has what expertise so that I can ask the
appropriate person for research help.
As a communicator, I want to send out engaging news content so that its timely and
relevant and keeps users coming back to the homepage.
Examples:
As a ______________________ I want to _________________________ so that _______________________________.
who are you? what is your need? why is it important to you?
119. ACTIVITY 2: PRIORITIZATION
1. As a Persona group, prioritize each
of your Needs and Pain Points with
the following ranking
1. Very High
2. High
3. Medium
4. Low
2. Choose a representative for your
group and have them put your
sticky notes on the wall, and present
your choices
Let’s prioritize and review the needs and pain points of our Personas [30 to 45 mins]
130. SKETCH YOUR VISION
Collaborative wireframing sparks innovation & drives home your teams internal vision
• Be challenged to think outside of current state
• Focus on user experience feedback and pain
points from your own experiences
• Brainstorm your ideas using sketches and notes
• This exercise is more about prioritization and
experience than look and feel
131. BREAKOUT ACTIVITY
• Work in your Persona groups
• Using a marker and a flip board, wireframe the homepage of your future
intranet [30 to 45 min]
• Consider the needs and pain points you identified in the previous exercise to
help you decide which components to include, and where to place them
• Choose one of your team members to present your wireframes [15 to 30
mins]
As your persona, work in your groups to wireframe the homepage of your future intranet
136. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
137. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
139. SOME UX THEMES SO FAR…
Common themes we’re identifying through interviews & feedback
140. APPROACH TO DESIGN SPRINTS
Iterative approach allows us to gather feedback from you sooner, and change course as
needed.
ITERATION 1
Workshops:
• Security and permissions
• Page components
• Navigation
Requirements Doc
Solution Specs Doc
• Site structure and
security model
• Navigation mapping
Wireframes
Workshops:
• News & Events
• Metadata
• Search
Requirements Doc
Solution Specs Doc
• Site structure
• Enterprise Metadata
and Taxonomy
Wireframes
Workshops:
• Custom features
• Personalized experience
• Employee engagement
• Governance
• Adoption
Solution Specs:
• Component functionality
Wireframes
Creative Design
*Governance framework
*Adoption framework
ITERATION 2 ITERATION 3
Foundational elements Current features to keep or improve upon New features/ functions that do not exist today
ANALYSISDESIGN
141. 0
5
10
15
20
25
30
35
Adoption as a
Service
Digital Hub Intelligent Search Knowledge Sharing Team Cooperation
USER NEEDS
Workshops and discussions have helped us prioritize and plan out key activities for the
next quarter
142. USER NEEDS
Collaboration, Communication and Creative workshop uncovered numerous needs and
wants
Personalize company and team news based on my interests
Personalized
Navigation Automate tasks Digital Workplace support process Enable teams to
automate their processes Digital Workplace Manage Permissions Logical Architecture Easily
search for experts Communications strategy Track the point of contact
Shared Ownership Site Creation Tool Content management strategy Easily and
effectively communicate When-to-use-what guidance Collaborate on
deliverables with my teammates Metadata On-boarding and Off-boarding process
Seamlessly switch between Apps Company communication (news and publications)
Workplace collaboration Access to all information important to me Access to workplace
productivity tools Access to team and project content Personalized content based on employee groupings
Tag documents Expertise search Refine search results Content Search Internal best
practices (SOPs, Playbook) Capture and measure employee engagement Permissions management strategy
143. PAIN POINTS
• Adoption
• Too many tools - Not sure what to use when
• No formal training/support (only peer-to-peer support)
• Lack of governance
• Self-Serve – Communication & Collaboration
• Self-management of workspaces is not available
• Client/Project Knowledge not shared across regions/teams
• Lack of collaboration between teams
• Lack of best practices for documents management
• Technology Enablement
• Technology Infrastructure is slow and cumbersome
• Permissions hard to implement to comply with MSA agreements
• Need direction to migrate documents to SharePoint Online
• Automate Collaboration
• Repetitive tasks are not easy to perform due to large number of applications
• Intelligent Search
• Difficult to find information within the company
• No central place to search for employees
• Employee information and status not up to date
• Digital Hub
• Fractured Corporate Communication (each business line has separate communication)
• Lack of Single Sign-on (10-15 applications to log in every day)
Frequency of the various pain points we’ve heard. Dominated by Culture, Adoption &
Training frustrations, followed by Workplace Communication & Collaboration.
Automate
Collaboration
Digital Hub
Intelligent Sea
Adoption
Self-Serve
(Communication &
Collaboration)
Technology
Enablement
145. COMMUNICATION
COLLABORATIONPRODUCTIVITY
Groups Teams
• 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
YOUR ROLE AS A PRODUCT MANAGER
You managing a product not a set of projects
146. INNOVATION BENEFITS ARE MORE INTERESTING…
Continually improving experiences, continuous rollout of new capabilities, continued
integration with more technologies, and much more. (https://roadmap.office.com)
147. 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? ???
148. Intranets
Extranets
Departmental Portals
Functional Areas
Project Group Sites
Team Group Sites
Enterprise Social Network
Document Management
Records Management
And much much more….
DIGITAL WORKPLACE PLANNING…
Intranet planning is a small part of your broader digital workplace planning.
149. Empower employees to be productive and engage with their peers through an integrated employee digital experience
DIGITAL TRANSFORMATION ROADMAP
SELF SERVE DIGITAL HUB AUTOMATE
COLLAB
INTELLIGENT
SEARCH ADOPTION AS
A SERVICE
Empower
employees to
manage and
create teams
Measure and
improve
employee
success
Automate
repetitive tasks
Inform and
engage
employees
Deliver smart
results based
on how you
work
150. CONSUMER
A day in the life of Ken the Associate
Offices
INTRANET
Practices
Departments Communities
Ken logs into intranet and
starts his day by skimming
the homepage newsfeeds.
Ken sees that his Section
Head has received recognition
and ‘Likes’ the article.
Ken looks for a pitch deck
to reuse for a proposal he
has been assigned.
1
2
3
Ken reads up on where to stay
in Dallas, since he’s visiting
there to deliver the pitch.
4
COEs
151. COMMUNICATOR
A day in the life of Gail the HR Manager
Offices
INTRANET
Practices
Departments Communities
Gail logs into Intranet and notices she has
a task due today. She must prepare an
article about a new HR initiative.
Gail creates the news page under
the HR Dept site and schedules it
to be published next week.
1
2
COEs
Gail closes the
task in Outlook
3
Gail navigates to University to
ensure that supplementary
and training information is
available in advance.
4
152. COLLABORATOR
A day in the life of David the Partner.
Offices
Intranet
Practices
Departments
CommunitiesDavid navigates to his
Section to read the
latest practice news.
3
COEs
David opens Planner online
to check the status of the
Matters he is managing
2
David opens Outlook
online and checks his
email and schedule
1
David searches for a policy
using the keyword search
4
David checks who’s visiting his
office this week and plans to
introduce himself
5
153. COMMUNICATION
Publishing firm-wide news and events and providing users a personalized view based on their
followed communities.
Communicator
“I want to publish firm news and events to keep my
colleagues informed of what’s going on.”
Consumer
“I want to be able to select and manage my
followed communities so that I can personalize my
view of the homepage news and events.”
Consumer
“I want to see a calendar view of all events within a
community that I follow.”
154. COMMUNITY ENGAGEMENT
People-centered news, engaging social features, and a searchable firm directory all contribute to
fostering the idea of ‘One Team’.
Communicator
“I want to showcase community news and events to
raise awareness of initiatives and foster our ‘One
Team’ community.”
Consumer
“I want to be able to socially interact with news
pages, such as ‘Liking’ and commenting.”
Connector
“I want access to a searchable firm directory to easily
look up the contact information and skills of my
colleagues.”
155. SEARCH
Predictive search with integrated directory and search scopes.
Consumer
“I want a consistent keyword search across all
pages so that I can search all SharePoint content
from anywhere in Intranet.”
Consumer
“I want a predictive search experience so that I see
real-time results as I type my query.”
Connector
“I want to see people that match my search query
appear in the predictive search.”
156. COLLABORATION
Easy content sharing and project/matter task tracking.
Collaborator
“I want to see a dashboard of tasks
associated with my projects and
matters so that I can manage my team
effectively.”
Contributor
“I want users to share links to content
instead of sending attachments so that
they are always referencing the latest
version.”
MDMS
Intranet
157. SHOWCASE EXCELLENCE
University COE and a metadata model to facilitate search, sorting and filtering.
Consumer
“I want to see all training and learning resources from
around the firm in one centralized place (University)
so that I don’t have to search for this information in
various locations.”
Contributor
“I want to use enterprise metadata to facilitate search
and better target content the right audiences.”
159. DESIGN PRINCIPLES
Collaboration
Fostering a collaborative environment
among employees
Communication
Ensuring meaningful information
dissemination
Connection
Pulling information together through
search and apps
Consistency
Intuitive, clear, consistent content,
navigation and page layouts
Digital
Workplace
Guiding principles for the new Digital Workplace.
160. COLLABORATION
Fostering a collaborative environment among employees
Collaboration Communication
Connection Consistency
Digital
Workplace
Examples
• Separate public and private sites allow for targeted page layouts by site function
• Public sites feature news, while private sites feature activity and documents
• ‘Share’ button featured across site and at library level
• Direct users to the document library so that they can see the menu options, instead of linking
to documents through a Quick Links web part
• Using Microsoft Teams to interface with private team sites
• Facilitates collaboration by making it easier to jump between chat and files, and co-authoring.
161. COMMUNICATION
Ensuring meaningful information dissemination
Collaboration Communication
Connection Consistency
Digital
Workplace
Examples
• News and events are the focus of public intranet sites
• Top stories featured in a hero banner to emphasize importance
• Pictures help to capture reader’s attention
• Welcome messages on public sites help users learn about what the business
unit does and how they work to achieve the organizational vision.
162. CONSISTENCY
Intuitive, clear, consistent content, navigation and page layouts
Collaboration Communication
Connection Consistency
Digital
Workplace
Examples
• Custom headers and footers give intranet more of a cohesive ‘web’ feel
• Same global navigation across all intranet sites
• Site templates used to provide consistency across all business unit sites
• E.g. department sites and delivery unit sites have very similar layout
163. CONNECTION
Examples
• Provide seamless integration points so that user doesn’t get taken out of the
intranet experience
• Surface information from LMS or Active Directory (e.g. My Courses page)
• Link in ‘Quick links’ from public intranet site to restricted team site
Pulling information together through search and apps
Collaboration Communication
Connection Consistency
Digital
Workplace
164. LESS = ALMOST ALWAYS MORE
As we prepare to wireframe, what are some UX principles & best practices to keep in mind?
165. LESS = ALMOST ALWAYS MORE
above-the-fold, top of mind, centralized navigation
167. BALANCE
Balance standard, everyday user experience expectations with those of your unique
users
As we prepare to wireframe, what are some UX principles & best practices to keep in mind?
168. TEST, DON’T GUESS
capturing in-field feedback & usability testing
As we prepare to wireframe, what are some UX principles & best practices to keep in mind?
169. INTRANET HOMEPAGE
Your intranet homepage is the place where people in your organization can get
informed, get inspired, and discover news and resources.
News and Resources Social and Personalized Compelling and Highly Visual
171. SHAREPOINT LOOK BOOK
Get inspired to design experiences that engage employees
Discover the modern
experiences you can
build with SharePoint
in Office 365.
aka.ms/sharepointlookbook
172. SHAREPOINT DESIGN GUIDANCE
Get inspired to design experiences that engage employees
Design beautiful and
performant sites,
pages, and web parts
with SharePoint
in Office 365
aka.ms/spdesignguidance
173. HERO
Bring focus and visual interest to your page with the Hero web part.
TOPIC SHOWCASE
174. HIGHLIGHTED CONTENT
Requirement: I want to highlight corporate content
Customizable tiles usually
displayed at the top of a
page.
Intended to be used to
focus employees on
important corporate topics
• Image
• Headline
• Hyperlink to a page
175. SECTIONS
You can add columns to sections within SharePoint pages. To show content side-by-side, you can add up to
three columns to each section. Vertically, you can have multiple sections with varying numbers of columns
176. NEW DESIGNS & TEMPLATES…
The ability to add custom themes, set a default site design, add additional site designs,
scope site designs to users, and more!
177. ACCENT COLORS
More use of accent color for more visual energy
New theme
color application via
background
colors provide visual
interest and
organization
Out-of-the-box
themes provide 120
theme color
combination options
Shy header creates
more room for content
consumption
179. FOOTER
Continued updates are coming for managing links in the footer
Extended
Simple
Stacked
SPFx solution using PnP
footer extended
(personal links)
180. MEGA MENU
enable you to better organize and showcase the related content and sites associated
under that hub site.
COMING SOON
Limited to site collection
TOP OF MIND
Global mega menu
182. UNIVERSAL SEARCH
Search will be removed from the site header to the Office 365 Suite bar
Current suite header
Coming soon suite header with universal search
183. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Corporate culture &
philosophy embodied
through thoughtful
navigation patterns
• Highly contextual and
predictive search inline
within navigation
184. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Consolidating content
streams from across an
organization
• Allowing users to discover
and subscribe to relevant
content more naturally
(suggested content
channels)
185. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Simplified navigation and
business application
notification tie-ins
• Creating a centralized
‘feed’ from multiple
sources and content types
186. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Integration of workplace
features and functionality
• 360° branding throughout
experience
190. 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
191. COLOR HARMONIES
color harmonies are useful when exploring a possible color palette
TRIADIC
COLORS
COMPLEMENTARY
COLORS
TETRADIC
COLORS
192. BRANDING OPTIONS
How you customize determines your team’s
Levelofeffort
Flexibility
Office 365 Theming
Site Designs
Master Pages
JavaScript embed
Intranet in a Box
193. NEW DESIGNS & TEMPLATES…
The ability to add custom themes, set a default site design, add additional site designs,
scope site designs to users, and more!
194. 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
198. PLACEHOLDER
add placeholders to SharePoint web parts that can also be used as a fallback if an issue
occurs loading content or data for a web part
202. ACCESS THEMES
Users can change the look of their sites
1. Office 365 Settings
menu
2. Change the Look 3. Select your theme
203. DISABLE OOTB THEMES
Site Administrators can manage the visibility of OOTB themes via set-
spohidedefaultthemes
OOTB Themes Disabled
with no custom themes
OOTB Themes Disabled
with custom themes
205. SITE THEMES
Change the look of your site by applying a custom color palette
DYK The ability to define custom themes and make them
available to site owners. Themes are defined in a JSON
schema that stores color settings and related metadata for
each theme.
DYK An online Theme Generator tool that you can use to
define new custom themes.
DYK A simplified set of default themes, with six light themes
and two dark themes presently available.
DYK An updated color palette, with 12 light colors and 6
dark colors, as well as 16 supplementary themes.
DYK Control over which themes are available for use on
pages within your sites.
208. SITE SCRIPTS
Site scripts define one or more actions
1. CREATE SITE SCRIPT 2. CREATE SITE DESIGN 3. USE SITE DESIGN
209. 1. CREATE SITE SCRIPT
Site scripts define one or more actions
1. Download SharePoint Online
Management Shell (PowerShell)
2. Use SharePoint Online PowerShell to connect
to your SharePoint tenant.
3. Create and assign the JSON that
describes the new script to a variable
210. 1. CREATE SITE SCRIPT
Site scripts define one or more actions
4. Each site script must be registered in
SharePoint so that it is available to use.
5. Capture Site Script ID as you will need it for
creating Site Design
5. Repeat for each site script
REPEAT
STEPS 1-5
211. 2. CREATE SITE DESIGN
Site designs can be used each time a new site is created to apply a consistent set of
actions
1. Create Site Design with associated
Site Scripts
212. 3. USE SITE DESIGN
Users can leverage Site Designs when creating new sites
1. Use Site Design when creating sites 2. Site Script kicks off when visiting
the site for the 1st time
214. REFERENCE MULTIPLE SITE SCRIPTS
Calling multiple site scripts can help with a component-based site design model
i.e. “site script id 1”, “site script id 2”
Site Script 1
Site Script 2
215. APPLY COMPANY THEME
Calling multiple site scripts can help with a component-based site design model
i.e. “site script id 1”, “site script id 2”
Site Script 1
Site Script 2
Site Script 3
216. UPDATE EXISTING / CLASSIC SITE
Already have a site but now want to apply site design to it? Leverage the Invoke-
SPOSiteDesign on each
Invoke-SPOSiteDesign -Identity ba9c058e-0575-4db5-b9aa-2dc5dbae996d -WebUrl "https://khippledev.sharepoint.com/sites/201807181450”
217. CREATIVE DESIGN TOOLKIT
What tools do you need to accomplish unique designs in modern SharePoint
development https://github.com/SharePoint/sp-dev-site-scripts/tree/master/samples
SITE DESIGNS MICROSOFT FLOW
Placement of controls
Adding triggers to changes to the
site
Connecting with other platforms
218. SHAREPOINT SITE DESIGNER BETA
Community built user interface to create site designs https://www.sitedesigner.io/#/
220. RESPONSIVE DESIGN…
Responsive design is a default requirement. Every Intranet should be responsive by design.
Microsoft is incorporating in all modern site designs and so should you.
221. INTRANET IN YOUR POCKET…
What if you could also enable better site experiences on mobile devices. What if you could
design for the user? Extending team or departmental reach.
222. SHAREPOINT MOBILE APP
TIP unable to customize the brand
TIP extensibility is not yet availability
Take your intranet with you to stay connected and informed about important content,
news, sites and people while on the go – for those in-between moments.
224. BREAKPOINTS
To create a smooth flowing experience between screen sizes, the SharePoint UI should
adapt layouts for the following breakpoint widths
226. FITS ALL SIZES AND DEVICES
Ensure your sites work seamlessly on any page layout, screen size and to work great on
mobile phones.
Responsive experiences
seamlessly scale across
devices to better
display your content on
a range of different
screen sizes
http://bit.ly/docspresponsivedesign
227. “Our brand will only ever be the
memory of the experience our
people had when interacting with us”
Steve Sammartino
Experience is branding.
228. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
229. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
230. DESIGN IN YOUR ORG
Q&A
What we are going to cover today
231. DESIGN IN YOUR ORG
Q&A
What we are going to cover today
232. DESIGNS IMPACT
Teams that are investing in design are improving in many ways
Employee Engagement Market Position Business Profitability
233. LEVEL 1 - PRODUCERS
focused on the most visible aspects of design - pixels on the screen; product usability
wireframes Design comps Interactive prototypes
234. LEVEL 2 - CONNECTORS
Design teams at these organizations have developed more collaborative processes, like joint
working sessions and integrated tooling with non-design peers; customer satisfaction
Workshops Rapid Sketching
with Stakeholders
Integrations between designer
and developer tools
235. LEVEL 3 - ARCHITECTS
These companies have moved beyond basic participatory design processes and have shared
ownership, role clarity, joint accountability with key partners, and more documentation of
their now more substantial design practices; revenue
Daily standups Planning and prioritization Design briefs
236. LEVEL 4 - SCIENCISTS
Organizations at this level are masters of data-driven design with sophisticated practices for
analytics, user research, and monitoring and measuring the success of specific efforts; metric
driven
Concept Testing A/B Tests Analytics Data
237. LEVEL 5 - VISIONARIES
These companies are robust in all the dimensions of maturity, but what really separates
them from the others is design’s involvement in strategy; share price
Trendspotting and foresight Product market fit tests Cross-platform Strategies
238. DESIGN TEAMS
For those embrace design teams benefit from designs teams
Level 4
More adoption of design
Moreadoptionfromdesign
41%
21%
21%
5%
12%
Level 1
Level 2
Level 3
Level 5
239. “An investment in
UX is an investment
in your employees.”
Increases User Adoption
Improves Productivity
Drives User Behavior
Delights End Users
Reinforces Brand
Empowers Employees
Experience is adoption.
240. DESIGN IN YOUR ORG
Q&A
What we are going to cover today
241. CUSTOMIZE, BUILD OR BUY?
There are limitations with each approach, so choose wisely
242. CHANGE THE LOOK OF SHAREPOINT
• You can quickly and easily customize the look of your SharePoint site to reflect
your professional style and brand.
246. STARTER KIT
This is a solution designed for SharePoint Online to inspire you for your own customizations.
https://github.com/SharePoint/sp-starter-kit
OBJECTIVES
Automated provisioning of simple demo content within a
communication site
Automated provisioning of the whole solution to any
tenant within minutes
Automated configuration of Site Scripts and Site Designs
at the tenant level using the PnP Remote Provisioning
engine
Implementation of different customizations for SharePoint
Online
Usage of Office UI Fabric and reusable PnP SPFx controls
within the customizations
247. CUSTOMIZATION OR CONFIGURATION?
Be aware of the limitations to what you can customize and what you can configure
CONFIGURE
CONFIGURE / CUSTOMIZE
CONFIGURE
CONFIGURE / CUSTOMIZE
CONFIGURE / CUSTOMIZE CONFIGURE
248. SHAREPOINT MODERNIZATION SCANNER
Using this scanner you can prepare your classic sites for modernization
Transform classic
pages to modern
client-side pages
http://bit.ly/githubspmodernizationtool
249. WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
250. Give you guidance and recommendations to successfully plan and
implement an Office 365 Intranet http://office365intranets.com
DOWNLOAD INTRANETS WITH
OFFICE 365 WHITEPAPER!
251. My twitter handle is @kkhipple and I work at
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
SPEAKER | AUTHOR | SUPER GOOD LOOKING
Hinweis der Redaktion
As part of this workshop, we will aim to go through a number of practical tips and tricks that you can leverage when building your own SharePoint portals, designing your PowerApps as well as learn best practices that are applicable when working with any technology.Detailed AgendaUX Laws and Principles what are the key markers for creating a great user experiences? These principles can be applied to not just SharePoint but user experience that users interact with. Learn these and forever be prepared to build experiences that greatly improve the user experience.How Design Sprints work learn how to run them effectively with champions and executives involved. SharePoint Themes learn how to leverage themes in SharePoint, how to create and apply themes in your current tenantUX Audit what you need to consider when performing an UX audit of your existing applicationsBest Practices reviewing best practices that I have learned over the years based on complexity and business value.ResourcesWireframing Toolkit will provide a wireframe toolkit that you can leverage to create your own wireframes Personas critical to getting your application right but also important to start with a template. Will be provided during the workshop.
Your brand needs to be synonymous with everything that your employees do and every interaction they have with employees, customers as well as experiences
Germans are very competitive and do not usually collaborate naturally,
Germany - the culture in Germany values formality, neatness and strong work ethic. Typically very competitive so they do not usually collaborate naturally.
Ghana – as a hierarchical society, people are given respect based on age, wisdom, experience, wealth or position. So they expect people that are leaders to make the decision for the entire group. Younger staff members will not challenge superiors.
Abu Dhabi - Culture is very much mixed with religion in Abu Dhabi. Many of the rules that are followed are based on Islam. The rules regarding modesty and strong gender segregation. This does not help collaboration between genders. An example is having Emirati employees in a room and only women were allowed to attend. Much more structured than anywhere else.
China - They place a high value on education and hard work. There is always a competitive drive to succeed. Very similar to the United States but it is considered impolite to question superiors. We need to break the silence mindset, once the interaction happens it will be incredibly valuable.
Japan - culturally, Japanese users are more open to experimenting which leads to higher degrees of collaboration. Have seen much higher adoption rates
How do we build experiences on platforms without impacting the brand?
Gail’s news post shows her how many people have viewed the announcement on the travel expense policy
Also, she’s received likes and comments where she can answer questions regarding the new policy and get general feedback.
Communicate important changes across the company with a personal touch, and encourage feedback to help understand how employees are reacting in order to ensure they feel connected and loyal to the organization and the brand.
Share company information in a central location
Gather feedback from employees
Sales managers get access to the Campaign site to download information and get excited about the upcoming promo materials.
Manage your campaign launches for seasonal opportunities by using an intuitive team-based environment to unify your team and maximize profits.
Priya opens a custom form built with PowerApps and SharePoint to start the onboarding process by providing basic information for Bryan.
At this point, a flow in Microsoft Flow receives the initial data from Priya and starts the onboarding process.
Conceptual but with screen shots of doc -> Email -> options for yes/no -> approved doc
These tasks are organized into buckets per department for easy identification
Each person assigned a task will perform their requested activity and mark the task as complete.
Once the account is created, a series of tasks can be configured to:
Schedule onboarding training events
Send emails on schedule based on employee start date to provide information on the first day, first week, and so forth to keep the employee supported though the process.
Run your business more efficiently by using custom apps that your own team creates to link data from various sources, incorporate workflows, and create charts and reports that provide a clear picture.
Carrie is finishing her shift, as she leaves, comes across a customer
Rosco asks about rates for conference rooms and roof lounge as he is planning a company event and this location seems to be a great choice for his employees.
What can Carrie do to meet or exceed client expectations?
Carrie opens up the SharePoint app on her phone. Here, she will access conference room information stored on a list, sorts the information by room capacity and is able to provide the customer with an option for a large conference room.
She then opens the link to more information regarding the room and checks availability on the room’s calendar, the room is available for the dates Rosco requested.
Ralph asks about local laws and restrictions for serving alcohol in the event.
Carrie, being new to the role is not sure how to respond so he opens Yammer and posts a question on the “Assistant Managers” group.
Melissa, the, assistant manager promptly looks at the message and replies that a license is required, providing a link to a document that details the steps to follow.
The client is thrilled with the quick response and is eager to move forward.
Leverage Azure AD capabilities and make the sign-on experience seamless
Leverage Azure AD capabilities and make the sign-on experience seamless
Leverage Azure AD capabilities and make the sign-on experience seamless
The biggest offender for these scenarios is when the business comes up with vague objectives like “enhancing collaboration” or “automating and improving business processes” and assumes that, by using these “positive” statements, it will provide the direction necessary for technology investments like Office 365.
2toLead’s next move is to provide a concise user experience design for your Digital Workplace, the purpose of our time today is to capture your insights from the field on user experience.
In this example, we want to open a café that caters to as many people as possible. Realistically, it can be overwhelming trying to meet the needs all individuals. But, if we can segment the population into representative coffee drinkers based on their preferences, we can more easily ensure that our café caters to the majority of coffee drinkers. As our café grows, we will want to check our menu against our main personas to ensure our success. However, we have to recognize that we will never be able to make everyone happy. (There will always be tea drinkers.)
Just as our coffee drinkers had preferences, so will our intranet users. The categories in the case of an intranet are things like motivation, goals, challenges, and comfort with technology. Based on these categories we can develop different personas for our intranet users and measure our intranet solution against each of their wants/needs.
Research has shown that intranet users typically fall into one of 5 personas. These are called the ‘5 Cs’. They provide a great starting point for developing personas for the users of your intranet.
Research has shown that intranet users typically fall into one of 5 personas. These are called the ‘5 Cs’. They provide a great starting point for developing personas for the users of your intranet.
Communicator: I love creating compelling communications that inspires others to engage. I need to be able to create and communicate content where ever I am, when ever I want and on any device.
Connector: I love to connect and facilitate interactions between people, teams and to relevant content so that they can form effective work together as teams.
Collaborator: I love to manage and coordinate my project teams and champion the usage of consistent tools for document management and project management
Consumer: 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
Contributor: I live and breathe content and love to manage content to be consumed by relevant individuals in our organization.
Switch to demo
1 hr
On sticky notes, write down persona, what
On back, write why
Must have
Requirements labeled as Must have are critical to the current delivery timebox in order for it to be a success. If even one Must have requirement is not included, the project delivery should be considered a failure (note: requirements can be downgraded from Must have, by agreement with all relevant stakeholders; for example, when new requirements are deemed more important). MUSTcan also be considered an acronym for the Minimum Usable SubseT.
Should have
Requirements labeled as Should have are important but not necessary for delivery in the current delivery timebox. While Should have requirements can be as important as Must have, they are often not as time-critical or there may be another way to satisfy the requirement, so that it can be held back until a future delivery timebox.
Could have
Requirements labeled as Could have are desirable but not necessary, and could improve user experience or customer satisfaction for little development cost. These will typically be included if time and resources permit.
Won't have (this time)
Requirements labeled as Won't have have been agreed by stakeholders as the least-critical, lowest-payback items, or not appropriate at that time. As a result, Won't have requirements are not planned into the schedule for the next delivery timebox. Won't have requirements are either dropped or reconsidered for inclusion in a later timebox. (Note: occasionally the term Would like to have is used; however, that usage is incorrect, as this last priority is clearly stating something is outside the scope of delivery).
Connector: (Lisa)
Yammer (get away from email, want instant feedback, use one and only one tool)
Want collaborative documents accessible easily
Powerful people search (rank people by their knowledge)
Personalized content (fast access to the information she needs most)
Lesson learned/university (learn from others, best practices)
Collaborator:
See Governance Framework (Policies, approval, etc., meeting minutes from policy discussions)
Company Roadmap (projects that the company is implementing)
Repository of documents (documents from previous projects, how were the projects handled)
Current Projects (current projects and documents for them)
Dashboards containing best practices and templates (CoE)
Contributor:
Links to other systems/IT tools
Overviews (client specific workflows or documents, sometimes there are office specific versions of it)
Process Documents (workflows, policy and procedures, HR handbook)
Forms (external training forms)
Contact Info (how to contact employees within the office, org chart)
Communicator: Engaging interactive environment
News Letters and Announcements (currently publish via email once a week)
Surveys / Polls
Employee Spotlight / Recognition (feature of the employee)
Company Events (what’s happening, what’s coming up?)
Pictures (Pictures of events from the office)
System Updates (new client acquisitions)
LinkedIn (Social Media)
Jobs that are posted
Consumer:
Workflows (process documents – manual document, how to manage the call with a client; A LOT of manual workflows that we want to put onto SharePoint and automate)
Links to all IT systems/tools and other Generali sites/content
Organizational Updates (News, Events, Changes around the office, changes to client acquisitions)
Internal Forms (Expense forms, need to hire someone, get a request form)
Policies/Handbook (employee related onboarding and training materials)
See what other Teams are working on (success of other Teams; phone volume; case volume; e.g. 26 000 claims that were worked on last month)
Data captured
But not presented
Not explained
Reporting: an area to post reports (on e.g. Power BI report for key data output on these reports – the number of claims processed)
Pain Point:
- No opportunity for feedback right now
Leave the Logo and the Navigation at the Top
Inspired by gapingvoid
Employees are reacting more to unfiltered, authentic moments than perfectly designed content; Employees listen to peers rather leadership;
Storytelling is more important than ever; Messaging is more important than ever; Retention and brand awareness impact employee engagement
60% already Interact with bots; Automation should be top of mind
Learn from experts; create relationships with influencers
Employee content; Video engagement drives largest engagement
Challenge: Help users get onboarded to the idea of managing their communities.
What challenges do they forseee?
Add MDMS
For each design decision, we want to refer back to these 4 principles to make sure we are always aligned.
Are there any design principles to add?
Leverage Azure AD capabilities and make the sign-on experience seamless
Inspiration and advice for site owners, authors, developers and designers on creating beautiful, accessible sites, pages, web parts and apps. Get the most our of SharePoint sites and pages, learn about customization and setting up sites for success. Leverage the power of Office UI Fabric and the SharePoint Framework to make it easy to get started quickly in creating your next web part.
Get started creating site designs and site scripts
Create site designs to provide reusable lists, themes, layouts, pages, or custom actions so that your users can quickly build new SharePoint sites with the features they need.https://github.com/SharePoint/sp-dev-docs/blob/master/docs/declarative-customization/get-started-create-site-design.md
Add a new site design by using the Add-SPOSiteScript cmdlet- Title "Create customer tracking list“- Content $site_script
- Description "Create list to track info"
Why are the efforts of some companies more impactful than others?
So what’s our perspective on UX and UI design when it comes to an Employee Digital WORKPLACE? Are the benefits mainly around branding and appearance?
The pay off is much greater, which is why see the time spent as an investment. There are 6 ways this investment pays off…