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Out of the box:
Re-designing a SharePoint Intranet
Ingeborg Hawighorst
16 May 2013
• Service area of over
39,000 square kms
• 30,000 km of lines and
pipes
• Over 300 staff plus
contractors New Plymouth
Tauranga
Palmerston North
Wellington
Electricity Gas both
Powerco’s Footprint
How I got to be here …
• Worked in IT since ’80s
• Moved to NZ in 2001
• End user advocate
• SharePoint Power User
• Excel MVP 2012, 2013
• @IngeborgNZ
• www.teylyn.com
• Too much clutter
• Hard to find what I need
• Looks pot ugly
• Too much static content,
• Hard to update
• No archive
The journey
Plan – Information Architecture
Build – Upskill, learn, explore
Deliver – Guide, show, enjoy
The journey starts …
Plan – Information Architecture
Build – Upskill, learn, explore
Deliver – Guide, show, enjoy
Plan - Information architecture
• Involve users early
- What do you expect to see
- Where do you expect to see it?
Plan - Information architecture
• Involve users early
- What do you expect to see
- Where do you
expect to see it?
Information architecture
Plan - Information architecture
• Structured by how we work, not where
• Static content in categories
- About us
- Our Priorities
- Our Teams
- Our Workplace
- Our Systems
- Web links
- What’s up
• Dynamic content
- News
- Updates
- Interactive
Main navigation – Mega Menu
User interface re-design
• Interactive mockups (Visio)
User interface re-design
• Interactive mockups (Visio)
The journey continues …
Plan – Information Architecture
Build – Upskill, learn, explore
Deliver – Guide, show, enjoy
Build – Upskill, learn, explore
• Learning curves
- Administrators / server engineers
- Site builders / power users
- End users
Build – Upskill, learn, explore
• Self-imposed challenge
- No custom code, just GUI and SharePoint Designer
- Keep knowledge in-house
- Build capabilities
Build - Home page elements
• Mega Menu
- DVWP with custom XSLT
- List driven
- Hover effects with jQuery
- Sprites
Build - Home page elements
• Featured news slider
- AnythingSlider – jQuery, driven from a CQWP
- Audience targeting
Build - Home page elements
• Tabs for news and announcements
- User-driven
content
- Audience
targeting
- CQWP with
custom XSLT
- Presentation
with jQuery UI
Build – other cool features
• News archive
- DVWP with current articles on top
- Query parameters to narrow scope
- Archive in collapsible DVWP
• Dynamic Seating Plans
- Visio drawings linked to SharePoint list data
- Connect to internal phone book
Demos
Exploring the home page
- Mega Menu
- News Slider
- Tabs
- Favourite links
News pages
- related news and news
archive
- Page layouts
Seating Plans
A selection of a few, short videos
The journey never ends …
Plan – Information Architecture
Build – Upskill, learn, explore
Deliver – Guide, show, enjoy
Deliver – Guide, show, enjoy
Deliver – Guide, show, enjoy
• Governance and buy-in
- Ownership and maintenance
- Information pull
- Guidelines for communicating effectively
Deliver – Guide, show, enjoy
Useful resources
• Megamenu
- DVWP and list structure on www.teylyn.com
- jQuery Hover Intent on http://cherne.net/brian/resources/jquery.hoverIntent.html
• Tabs
- jQuery UI on http://jqueryui.com/home
• Collapsible News Archive
- http://chrisstahl.wordpress.com/2011/09/18/how-to-customize-a-grouped-view-in-the-data-
view-web-part/
• News Slider
- http://css-tricks.com/anythingslider-jquery-plugin/
• Learn XSL basics
- Marc D Anderson’s blog, “Unlocking the Mysteries of Data View Web Part XSL Tag” series on
www.sympmarc.com
• Learn SharePoint Designer
- Book: Kathy Hughes, SharePoint Designer 2010 Unleashed
Contact: Ingeborg Hawighorst, Microsoft MVP
e: ingeborg.hawighorst@powerco.co.nz t: @ingeborgNZ w: www.teylyn.com

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Powerco Intranet

  • 1. Out of the box: Re-designing a SharePoint Intranet Ingeborg Hawighorst 16 May 2013
  • 2. • Service area of over 39,000 square kms • 30,000 km of lines and pipes • Over 300 staff plus contractors New Plymouth Tauranga Palmerston North Wellington Electricity Gas both Powerco’s Footprint
  • 3. How I got to be here … • Worked in IT since ’80s • Moved to NZ in 2001 • End user advocate • SharePoint Power User • Excel MVP 2012, 2013 • @IngeborgNZ • www.teylyn.com
  • 4.
  • 5. • Too much clutter • Hard to find what I need • Looks pot ugly • Too much static content, • Hard to update • No archive
  • 6.
  • 7. The journey Plan – Information Architecture Build – Upskill, learn, explore Deliver – Guide, show, enjoy
  • 8. The journey starts … Plan – Information Architecture Build – Upskill, learn, explore Deliver – Guide, show, enjoy
  • 9. Plan - Information architecture • Involve users early - What do you expect to see - Where do you expect to see it?
  • 10. Plan - Information architecture • Involve users early - What do you expect to see - Where do you expect to see it?
  • 12. Plan - Information architecture • Structured by how we work, not where • Static content in categories - About us - Our Priorities - Our Teams - Our Workplace - Our Systems - Web links - What’s up • Dynamic content - News - Updates - Interactive Main navigation – Mega Menu
  • 13. User interface re-design • Interactive mockups (Visio)
  • 14. User interface re-design • Interactive mockups (Visio)
  • 15. The journey continues … Plan – Information Architecture Build – Upskill, learn, explore Deliver – Guide, show, enjoy
  • 16. Build – Upskill, learn, explore • Learning curves - Administrators / server engineers - Site builders / power users - End users
  • 17. Build – Upskill, learn, explore • Self-imposed challenge - No custom code, just GUI and SharePoint Designer - Keep knowledge in-house - Build capabilities
  • 18. Build - Home page elements • Mega Menu - DVWP with custom XSLT - List driven - Hover effects with jQuery - Sprites
  • 19. Build - Home page elements • Featured news slider - AnythingSlider – jQuery, driven from a CQWP - Audience targeting
  • 20. Build - Home page elements • Tabs for news and announcements - User-driven content - Audience targeting - CQWP with custom XSLT - Presentation with jQuery UI
  • 21. Build – other cool features • News archive - DVWP with current articles on top - Query parameters to narrow scope - Archive in collapsible DVWP • Dynamic Seating Plans - Visio drawings linked to SharePoint list data - Connect to internal phone book
  • 22. Demos
  • 23. Exploring the home page - Mega Menu - News Slider - Tabs - Favourite links News pages - related news and news archive - Page layouts Seating Plans A selection of a few, short videos
  • 24. The journey never ends … Plan – Information Architecture Build – Upskill, learn, explore Deliver – Guide, show, enjoy
  • 25. Deliver – Guide, show, enjoy
  • 26. Deliver – Guide, show, enjoy • Governance and buy-in - Ownership and maintenance - Information pull - Guidelines for communicating effectively
  • 27. Deliver – Guide, show, enjoy
  • 28. Useful resources • Megamenu - DVWP and list structure on www.teylyn.com - jQuery Hover Intent on http://cherne.net/brian/resources/jquery.hoverIntent.html • Tabs - jQuery UI on http://jqueryui.com/home • Collapsible News Archive - http://chrisstahl.wordpress.com/2011/09/18/how-to-customize-a-grouped-view-in-the-data- view-web-part/ • News Slider - http://css-tricks.com/anythingslider-jquery-plugin/ • Learn XSL basics - Marc D Anderson’s blog, “Unlocking the Mysteries of Data View Web Part XSL Tag” series on www.sympmarc.com • Learn SharePoint Designer - Book: Kathy Hughes, SharePoint Designer 2010 Unleashed Contact: Ingeborg Hawighorst, Microsoft MVP e: ingeborg.hawighorst@powerco.co.nz t: @ingeborgNZ w: www.teylyn.com

Editor's Notes

  1. New Zealand’s largest provincial utilitySecond largest electricity distributorSecond largest gas distributor425,000 consumer connectionsOne of only two dual-network owners (electricity and gas)
  2. I want to make computing as easy as possible for folks. I’ve taught people how to use a mouse. Now let’s see that they don’t have trouble finding the right things to click.
  3. A year ago, we were running a WSS 3 farm. Content on the intranet home page was updated by an external contractor. Anything, i.e. content changes and design / structural changes had to undergo a strict Dev > Test > Prod regime.Problems:Technical / functionalityIntranet portal on WSS 3.0Updating too hard (CEWPs)Multimedia challengingUser interfaceClutter on the home pageMonitor sizes Info architectureFindability – content hidden too deepReflecting organisational hierarchyContent not archivedGovernance and buy-inOwnership and maintenance issuesInformation push vs. pullNo comms guidelines
  4. Fixed width layout.
  5. Site collection with publishing feature enabledMega menu integrated in master pageSub sites from Enterprise Wiki site templateContent aggregation with CQWP and DVWPjQuery to help with effective presentation
  6. Governance and buy-inOwnership and maintenance – People need to get used to contributingInformation pull – some still want everything in their emailGuidelines for communicating effectively – eradicating emails to all staff is not easy
  7. Managing user requestsAdditional features, changes, scope creepStructured Intake queue for Continuous ImprovementContinuous training and upskilling of users at various levels of the learning curve