Gathering Insights part of Designing Experiences in #Office365 #mwcp19
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The document discusses personas that could be used to understand key user types within an organization and their needs and goals related to using an intranet system. It provides examples of five primary intranet personas - the Connector, Collaborator, Communicator, Consumer, and Contributor - and describes each with a sample profile detailing their characteristics, expectations, frustrations, and key metrics of success. The profiles are intended to help guide priorities for improving the digital workplace experience by considering users' perspectives.
![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](https://image.slidesharecdn.com/gatheringinsights-191210125937/85/Gathering-Insights-part-of-Designing-Experiences-in-Office365-mwcp19-50-320.jpg)
![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]](https://image.slidesharecdn.com/gatheringinsights-191210125937/85/Gathering-Insights-part-of-Designing-Experiences-in-Office365-mwcp19-54-320.jpg)
![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](https://image.slidesharecdn.com/gatheringinsights-191210125937/85/Gathering-Insights-part-of-Designing-Experiences-in-Office365-mwcp19-66-320.jpg)
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
- 3. SUCCESS IS EARNED NOT GIVEN.
- 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
- 9. MWCP 2019 SHARED STORIES Building champions in an organization starts by encouraging and sharing failures
- 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
- 12. MWCP 2019 BUILDING EXPERIENCES Implementing an effective design that drives engagement and speaks to your brand
- 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.
- 14. MWCP 2019 ENGAGEMENT DRIVES INNOVATION Enabling your champions and leaders to contribute
- 15. 300+ slides 80+ SharePoint Presentations @ Slideshare.Net/kkhipple Intranets w/ Office 365 Whitepaper @ Office365Intranets.com Message Me On LinkedIn or Email [email protected]
- 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
- 21. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 22. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 23. We always love sharing, but it’s you we want to hear from today .
- 24. Communicator Connector Collaborator Consumer Contributor Imagining a future state through the lens of our 5 typical user personas
- 25. MWCP 2019 OUR USERS, OUR EXPERIENCE Understanding needs from our users perspective guides our priorities Theodore, Connector Kyle, Collaborator Jody, Communicator Eva, Contributor John, Consumer
- 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.
- 34. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 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
- 38. MWCP 2019 INTERVIEW SCHEDULING Group interviewees by their primary persona, not necessarily the same role or department.
- 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
- 49. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 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]
- 55. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 56. MWCP 2019 LAYOUT AKA “ZONES”
- 57. MWCP 2019 ABOVE THE FOLD
- 58. MWCP 2019 LESS COLUMNS IS BETTER
- 59. MWCP 2019 LESS FIELDS IS BETTER
- 61. MWCP 2019 BIGGER IS BETTER
- 62. MWCP 2019 EXAMPLE CREATIVE DESIGN
- 63. MWCP 2019 EXAMPLE CREATIVE DESIGN
- 64. MWCP 2019 EXAMPLE CREATIVE DESIGN
- 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
- 67. MWCP 2019 WIREFRAME Ensure experience discussions happen in real-time
- 68. Be empathic to user needs Becurious Reallylisten Notbeafraid tobewrong Dreambig Challenge prejudice Find commonground
- 69. PERSONAS INTERVIEWS USER NEEDS WORKSHOP CREATIVE WORKSHOP What we are going to cover today
- 70. breakout activity Independently in your teams, wireframe 5 experiences that visualize your goal
- 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 [email protected] SPEAKER | AUTHOR | SUPER GOOD LOOKING
Editor's Notes
- #2: 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 Agenda UX 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 tenant UX Audit what you need to consider when performing an UX audit of your existing applications Best Practices reviewing best practices that I have learned over the years based on complexity and business value. Resources Wireframing 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.
- #7: Your brand needs to be synonymous with everything that your employees do and every interaction they have with employees, customers as well as experiences
- #8: 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
- #9: How do we build experiences on platforms without impacting the brand?
- #24: 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.
- #27: 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.)
- #28: 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.
- #29: 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.
- #36: 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.
- #37: 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.
- #49: Switch to demo
- #52: 1 hr On sticky notes, write down persona, what On back, write why
- #54: 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).
- #55: 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
- #58: Leave the Logo and the Navigation at the Top
- #69: Inspired by gapingvoid