Injustice - Developers Among Us (SciFiDevCon 2024)
Gathering Insights part of Designing Experiences in #Office365 #mwcp19
1. LED BY:
Part of this full-day workshop, we will dive into best practices and a framework in
gathering insights from employees
GATHERING INSIGHTS
Kanwal Khipple
MWCP
2019
2. Room 4 - Devoteam - Lumapps
MWCP 2019 – MERCI à nos sponsors
5. MWCP 2019
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
6. MWCP 2019
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
7. MWCP 2019
DESIGN NEEDS TO BE INCLUSIVE
Individual and group collaboration needs are diverse
8. MWCP 2019
BRANDS IMPACT TO EXPERIENCE
Ensuring experiences and how users interact with them exemplify your brand
10. MWCP 2019
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.
11. MWCP 2019
WHATS IN IT FOR ME
Make intuitive experiences that users can not live without
13. MWCP 2019
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.
15. 300+ slides
80+ SharePoint Presentations @ Slideshare.Net/kkhipple
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
Message Me On LinkedIn or Email Kanwal@Khipple.com
16. SPEAKER | AUTHOR | SUPER GOOD LOOKING
KANWAL KHIPPLE, CEO
@kkhipple
bit.ly/linkedinkk
2014 2015
17. “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.
18. 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
19. 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
20. 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
26. MWCP 2019
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
27. MWCP 2019
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?
28. MWCP 2019
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
29. “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.
30. “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.
31. “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.
32. “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.
33. “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.
35. MWCP 2019
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
36. MWCP 2019
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
37. MWCP 2019
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
39. MWCP 2019
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
40. MWCP 2019
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?
41. MWCP 2019
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?
42. MWCP 2019
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.
43. MWCP 2019
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.
44. MWCP 2019
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.
45. MWCP 2019
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
46. MWCP 2019
‘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.
47. MWCP 2019
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.
48. MWCP 2019
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
50. MWCP 2019
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
51. MWCP 2019
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
52. MWCP 2019
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?
53. MWCP 2019
MoSCoW Encourage participation &
prioritize user needs
M ust have
S hould have
C ould have
W on’t have
54. MWCP 2019
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]
65. MWCP 2019
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
66. MWCP 2019
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
71. 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
72. 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
73. Give you guidance and recommendations to successfully plan and
implement an Office 365 Intranet http://office365intranets.com
DOWNLOAD INTRANETS WITH
OFFICE 365 WHITEPAPER!
74. 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
Notas do Editor
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?
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.
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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