SPUnite17 Successful SharePoint Projects and User eXperience
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This document discusses best practices for successful SharePoint projects and user experience. It provides tips in several areas: - Involve users from the beginning and get buy-in from management to avoid users seeing it as an "IT thing." - Simplify forms and navigation using consistent structure and metadata. Search should drive effects rather than just searching. - Consider starting small with existing components rather than a "big bang" approach. Be aware of design principles like placing important content above the fold. - Give users control over their content and work in progress. Provide training and support to help users solve their needs rather than just teaching functionality.
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SPUnite17 Successful SharePoint Projects and User eXperience
- 1. Successful SharePoint Projects and User eXperience Bart Wessels [email protected] www.skybow.com
- 4. Intranet • An intranet is a private network accessible only to an organization's staff. Generally a wide range of information and services from the organization's internal IT systems are available that would not be available to the public from the Internet. A company-wide intranet can constitute an important focal point of internal communication and collaboration, and provide a single starting point to access internal and external resources. In its simplest form an intranet is established with the technologies for local area networks (LANs) and wide area networks (WANs). • Intranets began to appear in a range of larger organizations from 1994. Source: Wikipedia
- 6. Do you know how many collaboration technologies there are? E-Mail Phone Instant Messaging Knowledge Management White-boarding
- 8. Who owns the intranet?
- 9. Single Infrastructure for Intranet, Internet and Extranet Portals
- 10. Things I’ve heard in the past “our users can’t work with SharePoint” “then you don’t know our users” “our users are different” “they cannot fill in Forms”
- 11. Consumer web
- 12. The Problem With Microsoft SharePoint? People • This is an indication of human deficiency, rather than technological deficiency. It is not the technology that is failing the organization in as much as it is the organization failing the technology," https://www.cmswire.com/digital-workplace/the-problem-with-microsoft-sharepoint-people/
- 13. Architecture • A Information Architecture provides • Consistency • Simpler maintenance • One version of the truth • Structured and unstrucured • Use wisely • Content Types • Managed metadata • List-based Site Columns
- 14. Be the user • Don’t think about what SharePoint does or how it does it. Think about what your users want. • Many developers don’t use SharePoint as a collaboration platform. Use what you build.
- 15. Do’s and don’t’s • Get Users involved from the beginning • Convince employees about the advantages of the new platform • Make sure it is not an IT thing • Use Ambassadors • Management should give the example
- 16. Do’s and don’t’s • Turn alternatives off / read only • Explain why things are the way they are in Document Manangement / Processes • Use Metadata wise • Keep a clear structure • Make sure users understand the structure • Be consistent
- 17. Forms • Make them easy for end users • Prefill what you can based on context • Be consistent • Make them look like a form where possible
- 18. Search • Search is about finding, not searching • Implement it, do not turn it on • Requires regular care and feeding • Use search to drive effects
- 19. When SharePoint is new to you • Make sure that SharePoint knowledge is there before you start a SharePoint project • Choose a partner that fits, don’t choose only on price • A corporate intranet is different than Document Management and Record Management in SharePoint, keep that in mind when selecting a partner
- 20. Start from scratch or with components? • Do you want exactly what you want or not? • Big bang or small steps?
- 21. Be aware about design • If users have to scroll every time they land on a page, you’ve put things in the wrong place • Eyes scan from upper left to lower right in an F shape
- 22. Control • Give users control – it’s their system • Have a policy (open unless?) • List based settings where possible • Let them know the difference between published content and work in progress “if it’s not shared it doesn’t exist”
- 23. At last.. • Don’t expect your users to understand all functionality • Training can’t cover everything – demonstrate patterns • Be an internal consultant • “How can I help you to solve your requirements?” • Give SharePoint a name, not SharePoint
- 24. And remember! Every company is different A good intranet is never finished!
- 25. Thank you Q&A