Practical Strategies to Designing Engaging Portals
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This document outlines a presentation on designing engaging portals. It introduces the speaker and their experience building Office 365 and SharePoint solutions. The presentation agenda discusses getting executive buy-in, running effective requirement workshops, and UX strategies. It also covers diffusion of innovation adoption curves and how to increase adoption. Effective requirement gathering techniques are explained, like using personas and empathy maps. The presentation emphasizes designing for the user experience and personalization. Metrics and a roadmap for success are recommended to drive results.
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Practical Strategies to Designing Engaging Portals
- 1. Practical Strategies to Designing Engaging Portals
- 9. Agenda • How to get executives engaged early and ensuring they don’t get in the way • How to effectively run requirement gathering workshops that are not IT focused • What UX strategies are effective in delivering intuitive user experiences • And much more
- 10. About Me Some work related highlights • Founder of 2toLead • Focused on building innovative solutions for Office 365 and Azure • Global Yammer Partner • Microsoft Cloud Productivity Partner candidate • We have delivered over 12 projects within 6 months of launching • World’s 1st Accessible (AODA compliant) Media Player • Digital Asset Management solution on top of SharePoint 2013 • Intranet Portal(s) Kanwal Khipple
- 11. About Me Contributions to the community • 5x SharePoint MVP / Office 365 MVP (2014) / Accessibility MVP • Co-Founder of Toronto SharePoint Business User Group • SharePoint Saturday Toronto (5 years) • Co-Author on Professional SharePoint 2013 Branding & Responsive Web Development • 2x Nielson Norman Award Recipient (2015 / 2014) • Mentoring those interested in learning • @kkhipple Kanwal Khipple 2015
- 15. 80% Internal ESNs won’t achieve intended benefits due to lack of leadership 650m Lost productivity due to in- effective IT projects
- 16. Leaders define a vision
- 18. Stakeholder Workshops • 2 day workshop • 5-12 Stakeholders • Discuss their biggest pain points • Alignment of their Strategic Goals • How to drive ROI • Commitment and scheduled follow ups
- 22. Innovators Early Adopters Early Majority Late Majority Laggards Show off late Exclusive Preview Widespread communication – generate buzz Make it easier(reduce features) Refine based on earlier adoption lessons Pilot Access Showcase employees Executive’s Communication Low-risk Give control over how & when Let them experiment Recruit Champions Help & Support Talk to current adopters No commitment trial
- 24. Biggest Factors in Low Adoption? • Not letting your employees be a part of the journey • Asking for feedback too early • Executives are not part of the conversation
- 26. Effective Requirement Gathering UX Strategies
- 27. Risks?
- 28. The Playbook
- 29. Personae
- 30. Empathy Map
- 36. Why Invest? • Deliver a user-centered design • Empower employees • Increases adoption • Improves team collaboration / productivity
- 37. Attention
- 38. BYOD
- 39. Content is like Water
- 41. Results as you type – ability to get results immediately without going to the search results page Images to classify type of result. People, documents, FAQs, etc.
- 43. Surface targeted content via #hashtag Dynamically surface user generated content How to start?
- 44. How do we collaborate? Reading and answering emails 28% Searching and gathering information 19% Communicating and collaborativey internally 14% Role-specific tasks 39%
- 45. Real reason to be social #collabcon
- 46. Enabling Dynamic Experiences Provide users a default experience Give users the control on what they want to see
- 52. Thank You
- 53. Roadmap • Ensure everyone understands the vision • Define metrics that are measured pre and post-launch • Infuse Champions into your project • Execute activities that focus on pivoting the culture • Leverage the platform (OOTB-first & training-second approach) • Ensure you continue to drive adoption via daily and weekly initiatives post launch
- 54. Drive Results • Working is learning and learning is working • Shift to an open and collaborative, connected, “social” learning environment • Leadership means sharing, teaching, and learning • Innovation is part of everybody’s daily work • Create a new culture of self-driven life-long learning
- 55. Thank You We’d love to hear from you: Kanwal Khipple kanwal@2toLead.com 416-888-7777
- 56. Upcoming Sessions • Tues 9AM Richard Harbridge – the Social Enterprise in a Cloud-First & Mobile-First World • Tues 10:30AM Michael Caldwell – Shifting the Paradigm of Requirements Gathering • Tues 2:30PM Kanwal Khipple – 10 Reasons Why Yammer is an Effective Onboarding Tool • Tues 4PM Dan Holme – SharePoint in Action. What we did at NBC Olympics
Notas do Editor
- I thought I’d warn
- Do you know how much time, resources and funds go into the launch of a rocket Space Shuttle program cost about US$170 billion (2008 dollars) through early 2008; the average cost per flight was about US$1.5 billion.
- No one starts a project with the intent of building an ugly intranet. We always have good intentions to build the best communication and collaboration portal the company has ever seen. We ensure that executives and end users are involved to design and implement from a portal based on their experience.
- What ends up happening? Portals are built with too many links to content or even stale content, images that take too long to load or are generic. You even had good intentions to leverage many features and perhaps some are even using it.
- What you typically find is that after the initial buzz of the launch, adoption fails. Why is that? If that sounds like what you recently went through, then attend this session to learn the strategies and implement them tomorrow.
- Learn the key principles in building innovative solutions that are simple but capture user’s attention and increase adoption. By the end of the session, you’ll learn How to get executives engaged early and ensuring they don’t get in the way How to effectively run requirement gathering workshops that are not IT focused What UX strategies are effective in delivering intuitive user experiences And much more This session will be filled with examples and there will be giveaways to those that share their own journey.
- How many reports have stated that success is driven by leadership? How to get executives engaged early and ensuring they don’t get in the way
- Executives are critical. Show reliance / importance of executives being what holds the project’s success. Bottom of the triangle. Chain to bind all chains. One ring to rule them all
- What happens when executives linger around all the time? You get an executive who hovers. Depends the project go there. Everyone else stops talking and starts listening. Agreeing to what the executive has to say. That doesn’t mean we give executives what they want.
- Bass Forecasting Model
- How to effectively run requirement gathering workshops that are not IT focused
- Risks It starts with ppl
- Image of Gamestorming book
- What UX strategies are effective in delivering intuitive user experiences http://www.slideshare.net/DigitalWorkplaceGroup/31-intranet-homepage-design-examples-with-screenshots?related=1
- Whether your org has a BYOD policy in place or not, the reality is there’s only so much you can control. If you are controlling the devices they use, then you will find it difficult to control / lock down the browsers they have installed If you control the browsers, then you’ll find it hard to control the sites they visit and the web technologies that sites restrict. Realistically, in 2014, BYOD is not a trend but the past and expectation from your workforce.
- KANWAL Bruce Lee had a great quote “ empty your mind, be formless, shapeless like water Now you put water in a cup, it becomes the cup; You put water into a bottle it ... This important to consideration when you are considering content and your targeted user experiences
- opportunity to raise the productivity of interaction workers 1/3 of our week is spent on reading, replying and managing email
- The foundation of crowdsourcing is built on trust. Trust the crowd. Social amplifies voice and choice Great culture attracts great employees Whose taller - Ryan Reynolds (winner) or ryan gosling? In reality, the intranet has had the biggest impact on social features. Not mobile As employees become more connected, they’ve had Social is about unlocking conservations and providing more context Instead of having conversations on a one ot one basis via email Your going to get much more value if those discussions are open. As the context is richer Ownership is the other aspect of social success
- KANWAL
- KANWAL history of personalization 2007 – mysites / portals for individual users 2010 – my team sites 2013 – my organization / our company Today and beyond - Personalize your search
- Keeping an eye on search history, and targeting content based on that Keeping an analytics, and providing content that people are searching What are some of the actions based on the portal http://7hgxbv.axshare.com/#p=home
- KANWAL
- Success isn’t measured by delivering a portal. Success is measured by continually driving results. Diverse IT platforms make consistency extremely difficult Lack of integration New home page? Measureable goals How to achieve success? Content Strategy Content Publishing Schedule Recruit Content Authors Content Migration Build an experience Don’t build a design
- We are one of a consulting services company based out of Toronto, ON. We focus on Business Strategy, User Experience and Technology expertise to help transform organizations like yours. We strive to build innovative solutions. Our approach is centered on working in partnership with you to deliver results.