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bringing web best
practices to
sharepoint intranets
Virgil Carroll
president high monkey
about me
• From the great State of Alaska
• Certified Athletic Trainer
• Masters in Instructional Design (from UAB)
• User Experience Aficionado
• Been building websites since 1998
• Been building SharePoint since 2001
• Blog: http://monkeyblog.highmonkey.com
• Twitter: @vcmonkey
about high monkey
• Been around since 1998 (HMC name since 2004)
• Offices in Minnesota and Michigan
• Clients throughout the US and Canada
• Core Competencies
• Web and interface design
• SharePoint / CMS consulting
• User Experience
why intranets fail
Its not what you think
Reason Percentage
Lack of Executive Support 22%
Other, bigger priorities 18%
Lack of interest 13%
Business specific issues 12%
Policies 10%
Cost 7%
Other 9%
Reference: Nielsen Norman Group
DO YOU NOTICE
WHAT IS MISSING?
ITS NOT ABOUT THE TECHNOLOGY
Collaborative experiences still
sucks
• Even with improved systems, they are not keeping up
with the ever changing enterprise
• Projects that start well go wrong quickly due to
perceived ‘business needs’
• Business still doesn’t understand people’s time costs
money
The resources we need aren’t
there
• Most SharePoint intranet teams still feel understaffed
• People experience implementation takes $$
• Technology changes rapidly, businesses don’t
• No matter how much we want it, TECHNOLOGY WILL
NOT FIX THE PROBLEM
web best practices for
intranets
why use web best practices?
• People think intranets are websites, not SharePoint
• Most intranets focus on finding information not
collaboration
• Like a website, if you have to teach someone how to
use an intranet, you have failed
talk to people not on your team
• Good intranets will include feedback from other people
• Requirements interviews
• Discovery workshops
• Surveys
• You must balance opinions with the questions you ask
• ‘What would you like to see’ vs. ‘What challenges do you encounter with
our current intranet’
• A ‘wish list’ build will fail
REMEMBER
Just because someone has an opinion, doesn’t mean they are right
example
good info
• “HR forms are important, but
getting to my team site is more”
• “Why do I have to go to 3
different systems to figure out all
my employee stuff”
• “I don’t understand different
department acronyms”
wishful thinking
• “People really want to know
about project updates”
• “The page should know who I am
and only show me what I want to
see”
• “We should have a chat window
where I can ask questions”
your people should always be
first
• We believe our people know us better than they do
• If ever in doubt, ask any person to recite your org chart
• Often treat employees like its their first day
• Unlike Facebook, intranets are not suppose to help
people waste time
• Focus on functional-based results
• Latest news is only important to the communications group
• Understanding their stories
• For large, multi-discipline organizations consider creating personas /
customer journeys
• Accessibility
example
getting around should be easy
• Organize information according to how your people
think
• Card sorting
• Tree tests
• Navigation should be simple and act like a multiple
choice question
• Mega-menus can be useful when used well
example
good design supports function
• We don’t call it ‘branding’ its design
• Design should never be used for the sake of pretty
colors
• Balance must be established between the design and
getting people to what they need to do
• Color contrast can help people be successful
• Making it mobile
• Just because you can, doesn’t mean you should
• Popular frameworks: Bootstrap, skeleton, responsive grid system
• Use media queries vs. 2013 device channels
UX best practices
example: too little
example: too much
example: just right
make sure search … works
• People are really poor searchers
• You have to handle all the variabilities
• They don’t know what they are looking for
• They don’t know how to spell
• Refiners that are relevant
• Remove SharePoint objects from the results
• Great use of 2013
example
documents are NOT content
• Documents are for reading ‘stuff’ longer than people
will read on a screen
• Develop content standards, consistent tone and plans
to govern
• Find a good balance between too much and too little
• Just because content resides somewhere else doesn’t
mean people want to go there too
tips: what people want to read
• Content that’s scannable
• Bullet points
• High level information up front, can dig further if
desired
• Easy to read and understand
• Up to date information
26
example: how do people read on
the web?
27
example: how people spend their
time
Above the
fold
80%
Below the
fold
20%
Reading Above and Below the Fold
28
Right Half
30%
Left Half
70%
Left vs. Right
• People at most read 20% of the words on a webpage
• People are much more likely to scroll past the fold if the first content they see
matches their need
learn from your logs
• Search logs
• Great source for understanding
• Spelling challenges
• Search patterns
• Many searches for obvious things mean they are not
• Web analytics
• Great source for understanding
• What people really do on your intranet
• How non-search people look for information
• Creating ‘push paths’ or placing of content in multiple locations
• SharePoint web analytics is still crap, use Google analytics
example
separate storage from
presentation
• Content may need to be re-used
• Allows authors to store and work on content ‘where
they want’
• Good use of 2013
• Roll up content summaries via CQWP or CSWP
• Use audience targeting to further refine
example: content from different
sources
example: content on multiple
pages
Home
My
Employment
Forms
Expense
Sheet
Documents
and Forms
Expense
Sheet
Company
News
Departments
HR
Expense
Sheet
example: sharepoint 2013
use the ‘modularness’ of
sharepoint
• Centralize CSS and media assets
• Use proper page structure for flexibility and future
updates
• In 2013, display templates add another layer of flexibility
• Create structure that content contributors can expand
easily
master page
• Can be applied to entire site or
sub-sections
• Link global CSS & Script files
• Establish overall look-n-feel
page layout
• The insides of an overall
page
• Designers can create
multiple, content creators
can pick-n-choose
display template (2013)
• Represents the
‘container’ of a search
web part rendering
item template (2013)
• Controls the rendering of
each item in a Display
Template
pay attention after launch
summary: why use web best
practices
• People already think your intranet is a website, so make
it like one
• Web usability teaches us we shouldn’t have to teach
• Good websites grow by learning what your people do
and helping them do it better
• One path to success usually breeds failure
http://app.spsdc.org
http://lanyrd.com/2015/spsdc/
Join us at #SharePint sponsored by K2 at Clyde’s of
Chevy Chase in the RaceCar Bar Downstairs
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 6:00 PM
Where?
RaceCar Bar Downstairs
5441 Wisconsin Ave
Chevy Chase, MD 20815
Thanks to?
K2!
questions??
Virgil Carroll, President
High Monkey Consulting
virgil@highmonkey.com
763-201-6040
Blog: http://monkeyblog.highmonkey.com
Twitter: @vcmonkey

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Bringing web best practices to share point intranets

  • 1. Click to edit Master subtitle style Click to edit Master subtitle style bringing web best practices to sharepoint intranets Virgil Carroll president high monkey
  • 2.
  • 3. about me • From the great State of Alaska • Certified Athletic Trainer • Masters in Instructional Design (from UAB) • User Experience Aficionado • Been building websites since 1998 • Been building SharePoint since 2001 • Blog: http://monkeyblog.highmonkey.com • Twitter: @vcmonkey
  • 4. about high monkey • Been around since 1998 (HMC name since 2004) • Offices in Minnesota and Michigan • Clients throughout the US and Canada • Core Competencies • Web and interface design • SharePoint / CMS consulting • User Experience
  • 6. Its not what you think Reason Percentage Lack of Executive Support 22% Other, bigger priorities 18% Lack of interest 13% Business specific issues 12% Policies 10% Cost 7% Other 9% Reference: Nielsen Norman Group DO YOU NOTICE WHAT IS MISSING?
  • 7. ITS NOT ABOUT THE TECHNOLOGY
  • 8. Collaborative experiences still sucks • Even with improved systems, they are not keeping up with the ever changing enterprise • Projects that start well go wrong quickly due to perceived ‘business needs’ • Business still doesn’t understand people’s time costs money
  • 9. The resources we need aren’t there • Most SharePoint intranet teams still feel understaffed • People experience implementation takes $$ • Technology changes rapidly, businesses don’t • No matter how much we want it, TECHNOLOGY WILL NOT FIX THE PROBLEM
  • 10. web best practices for intranets
  • 11. why use web best practices? • People think intranets are websites, not SharePoint • Most intranets focus on finding information not collaboration • Like a website, if you have to teach someone how to use an intranet, you have failed
  • 12. talk to people not on your team • Good intranets will include feedback from other people • Requirements interviews • Discovery workshops • Surveys • You must balance opinions with the questions you ask • ‘What would you like to see’ vs. ‘What challenges do you encounter with our current intranet’ • A ‘wish list’ build will fail REMEMBER Just because someone has an opinion, doesn’t mean they are right
  • 13. example good info • “HR forms are important, but getting to my team site is more” • “Why do I have to go to 3 different systems to figure out all my employee stuff” • “I don’t understand different department acronyms” wishful thinking • “People really want to know about project updates” • “The page should know who I am and only show me what I want to see” • “We should have a chat window where I can ask questions”
  • 14. your people should always be first • We believe our people know us better than they do • If ever in doubt, ask any person to recite your org chart • Often treat employees like its their first day • Unlike Facebook, intranets are not suppose to help people waste time • Focus on functional-based results • Latest news is only important to the communications group • Understanding their stories • For large, multi-discipline organizations consider creating personas / customer journeys • Accessibility
  • 16. getting around should be easy • Organize information according to how your people think • Card sorting • Tree tests • Navigation should be simple and act like a multiple choice question • Mega-menus can be useful when used well
  • 18. good design supports function • We don’t call it ‘branding’ its design • Design should never be used for the sake of pretty colors • Balance must be established between the design and getting people to what they need to do • Color contrast can help people be successful • Making it mobile • Just because you can, doesn’t mean you should • Popular frameworks: Bootstrap, skeleton, responsive grid system • Use media queries vs. 2013 device channels
  • 23. make sure search … works • People are really poor searchers • You have to handle all the variabilities • They don’t know what they are looking for • They don’t know how to spell • Refiners that are relevant • Remove SharePoint objects from the results • Great use of 2013
  • 25. documents are NOT content • Documents are for reading ‘stuff’ longer than people will read on a screen • Develop content standards, consistent tone and plans to govern • Find a good balance between too much and too little • Just because content resides somewhere else doesn’t mean people want to go there too
  • 26. tips: what people want to read • Content that’s scannable • Bullet points • High level information up front, can dig further if desired • Easy to read and understand • Up to date information 26
  • 27. example: how do people read on the web? 27
  • 28. example: how people spend their time Above the fold 80% Below the fold 20% Reading Above and Below the Fold 28 Right Half 30% Left Half 70% Left vs. Right • People at most read 20% of the words on a webpage • People are much more likely to scroll past the fold if the first content they see matches their need
  • 29. learn from your logs • Search logs • Great source for understanding • Spelling challenges • Search patterns • Many searches for obvious things mean they are not • Web analytics • Great source for understanding • What people really do on your intranet • How non-search people look for information • Creating ‘push paths’ or placing of content in multiple locations • SharePoint web analytics is still crap, use Google analytics
  • 31. separate storage from presentation • Content may need to be re-used • Allows authors to store and work on content ‘where they want’ • Good use of 2013 • Roll up content summaries via CQWP or CSWP • Use audience targeting to further refine
  • 32. example: content from different sources
  • 33. example: content on multiple pages Home My Employment Forms Expense Sheet Documents and Forms Expense Sheet Company News Departments HR Expense Sheet
  • 35. use the ‘modularness’ of sharepoint • Centralize CSS and media assets • Use proper page structure for flexibility and future updates • In 2013, display templates add another layer of flexibility • Create structure that content contributors can expand easily
  • 36. master page • Can be applied to entire site or sub-sections • Link global CSS & Script files • Establish overall look-n-feel
  • 37. page layout • The insides of an overall page • Designers can create multiple, content creators can pick-n-choose
  • 38. display template (2013) • Represents the ‘container’ of a search web part rendering
  • 39. item template (2013) • Controls the rendering of each item in a Display Template
  • 41. summary: why use web best practices • People already think your intranet is a website, so make it like one • Web usability teaches us we shouldn’t have to teach • Good websites grow by learning what your people do and helping them do it better • One path to success usually breeds failure
  • 44. Join us at #SharePint sponsored by K2 at Clyde’s of Chevy Chase in the RaceCar Bar Downstairs Why? To network with fellow SharePoint professionals What? SharePint!!! When? 6:00 PM Where? RaceCar Bar Downstairs 5441 Wisconsin Ave Chevy Chase, MD 20815 Thanks to? K2!
  • 45. questions?? Virgil Carroll, President High Monkey Consulting virgil@highmonkey.com 763-201-6040 Blog: http://monkeyblog.highmonkey.com Twitter: @vcmonkey