sharepoint portal ux

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www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential SharePoint Portal UX Maturity Model Classifying your Experience [email protected] | 855.587.9900 | www.northridge.com

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From a webinar we did on SharePoint discussing the range of light to heavy UX projects taht are possible on the platform. Contact me for the full recording.

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Page 1: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential

SharePoint Portal UX Maturity Model Classifying your Experience

[email protected] | 855.587.9900 | www.northridge.com

Page 2: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential 2

Agenda

Introductions and Overview

About Northridge

User Experience and SharePoint

Classifying Your SharePoint Portal Maturity

Classifying Your Experience

Case Study Examples

Q&A

Page 3: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential 3

Who is Northridge? Northridge is a nationally-recognized leader in delivering collaboration solutions to mid-market and enterprise clients throughout North America.

By combining vast expertise in the areas of business consulting, user experience, and collaboration technology, Northridge delivers comprehensive collaboration solutions for the Enterprise and Internet that are highly functional, beautifully creative, and aligned with our clients' strategic business initiatives.

We have a Strong Foundation and we experience Continued Growth

• 10+ years in business, 100+ full-time consultants serving clients across North America

We own and operate a Global Development Center in Argentina • Extends our ability to deliver high-quality, cost effective services and solutions

We are a Microsoft Gold Certified & Managed Partner • Less than 1% of all Microsoft Gold Certified Partners are Managed Partners

Page 4: SharePoint Portal Ux

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Implementation & Governance

Application Development

User Experience

Strategy & Planning Managed Services

Launch Management & Training

Infrastructure Optimization

Quality Assurance & Testing

4

Our SharePoint Capabilities

Northridge has deep capabilities in the following areas which are leveraged when planning and delivering solutions with our clients through our True North Methodology™.

Page 5: SharePoint Portal Ux

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Representative Clients

Page 6: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential

User Experience and SharePoint

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Page 7: SharePoint Portal Ux

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COMPOSITES

Business Applications

• Program & Project Management

• Custom Business Application Development

• Read / Write Integration w/ Line of Business (LOB) data

• Visual Studio Support

• Data Exposed Through Web Services & APIs

INSIGHTS

Business Insight & Analysis

• Dashboards & Scorecards

• BI Reports

• Incorporation of LOB Data from Data Warehouse

• Web Analytics

• PowerPoint, Excel Services, Visio Services

SEARCH

Enterprise Search

• Search Structured & Unstructured Content

• Search Content w/in SharePoint, File Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search)

• Social Relevance & Phonetic Search

CONTENT

Web & Enterprise Content

• Web Content Management

• Enterprise Document, Records, Audio/Video Management

• Workflows & Routing, Metadata Taxonomies and Folksonomies

• Document Imaging & Capture

COMMUNITIES

Social Networking

• Communities, My Sites, Blogs & Wikis

• Tagging, Tag Clouds, Ratings, Activity Feeds, Social Bookmarking

• Profiles & Expertise

• Organizational Browsers

SITES

Websites & Portals

• Intranet, Extranet, & Internet Sites

• Collaboration & Productivity Solutions

• On-premise, Cloud-based, & Hybrid Models

• Cross Browser, Offline, Mobile, MS Office Integration

What is SharePoint The Collaboration Platform for the Enterprise and Internet

Page 8: SharePoint Portal Ux

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What is User Experience Lexical Definition

User Experience (UX) is about how a person feels about using a system. It highlights the experiential, affective, meaningful and valuable aspects of human-computer interaction and product ownership, but it also includes a person’s perceptions of the practical aspects such as utility, ease of use and efficiency of the system.

User experience is subjective in nature, because it is about an individual’s feelings and thoughts about the system. User experience is dynamic, because it changes over time as the circumstances change.

Page 9: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential

Visual

Design

Information

Design

Interactive

Design

Users

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Defining UX Designing for Usability

Page 10: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential

Visual

Design

• Branding • Creative Design • Content

Presentation

Information

Design

Interactive

Design

Users

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Defining UX Visual Design

Page 11: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential

Visual

Design

• Branding • Creative Design • Content

Presentation

Information

Design

• Taxonomy • Content Relationships • Search • Content Aggregation and

Rollup • Page Layout and Flow

Interactive

Design

Users

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Defining UX Information Design

Page 12: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential www.northridge.com | Proprietary & Confidential

Visual

Design

• Branding • Creative Design • Content

Presentation

Information

Design

• Content Relationships • Taxonomy • Search • Content Aggregation and

Rollup • Page Layout and Flow

Interactive

Design

• Navigation (menus) • Video & Rich Media • Ratings, Tagging &

Comments (Social) • Advertisements • Calls to Action • Messaging • Access & Authentication • Personalization • Customization

Users

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Defining UX Interactive Design

Page 13: SharePoint Portal Ux

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Why UX and SharePoint? An Investment in UX is an Investment in SharePoint

www.northridge.com | Proprietary & Confidential

Increase User Adoption

Improve Productivity

Drive User Behavior

Delight Your End Users

Brand Reinforcement

Empower Employees

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Page 14: SharePoint Portal Ux

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Poll One

How would you classify your “behind-the-firewall” implementation of SharePoint?

A. Just another software application that I use daily 1%

B. An Intranet 8%

C. A portal 13%

D. A sophisticated File Share 13%

E. Some of the above 38%

F. All of the above 23%

Page 15: SharePoint Portal Ux

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Classifying Portal Maturity

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“Today's portals are not just about access; the best ones provide true integration of enterprise information, resources, and tools in a unified user experience. The portal is a dashboard that offers all the enterprise information and applications that employees need to do their jobs.” - Jakob Nielsen's Alertbox, July 18, 2011

What is a Portal?

Page 17: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential

Classifying Your SharePoint Portal Maturity

www.northridge.com | Proprietary & Confidential

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Classification of SharePoint in Your

Organization

Use of SharePoint in Your Organization

Collaboration, Document Management, Social Computing

Collaboration Site(s)

Intranet/Extranet Application

Business Process Automation, Reporting, Department Sites

Corporate Communications, Personalized and Targeted Content, Enterprise Search, Enterprise Dashboards

Portal

Page 18: SharePoint Portal Ux

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Classifying Your SharePoint Portal Experience

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Quality of User Experience

Configuration and Customization (Effort)

Light

Medium-Low

Medium

Involved Heavy

High

SharePoint UX Maturity Model Factor of Configuration and Customization

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We Can Classify Your UX Needs Based on

Your Classification of SharePoint

UX Should Mature as Your Classification of SharePoint Matures

Collaboration, Document Management, Social Computing

Collaboration Site

Intranet

Business Process Automation, Reporting, Department Sites

Corporate Communications, Personalized and Targeted Content, Enterprise Search, Enterprise Dashboards

Enterprise Portal

Light Involved Heavy

Medium-Low

Medium

High

SharePoint Portal UX Maturity Model Marrying UX Maturity with SharePoint Portal Maturity

Page 21: SharePoint Portal Ux

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Collaboration, Document Management, Social Computing

Collaboration Site

Intranet

Business Process Automation, Reporting, Department Sites

Corporate Communications, Personalized and Targeted Content, Enterprise Search, Enterprise Dashboards

Enterprise Portal

Light Involved Heavy

Medium-Low

Medium

High

Basic

Advanced

Sophisticated

Classifying Your SharePoint Experience The Optimal Balance of Configuration and Customization

Page 22: SharePoint Portal Ux

www.northridge.com | Proprietary & Confidential

Classifications of SharePoint Portal UX

www.northridge.com | Proprietary & Confidential

Basic

• Branding • Creative Design • Content

Presentation • Elementary IA • Site Templates • Initial Taxonomy

Advanced

• Integration of Custom Developed Web Parts

• More Sophisticated Taxonomy

• Higher Level of Customized/Configured Information Architecture

• Advanced Site Templates • Page Layouts • Custom Site Directories

Sophisticated

• Sophisticated Creative Design and Branding

• Publishing • Content Aggregation

and Rollup • Content Management • Advanced IA • Advanced Page Layouts • Calls-to-Action • Custom Navigation and

Mega-Menus

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Page 23: SharePoint Portal Ux

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Examples Basic UX

Consistent Team Member Web Part

Established Brand

Navigation Consistency

Prioritized Task List

Visual Cues

Page 24: SharePoint Portal Ux

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Examples Basic UX

Page 25: SharePoint Portal Ux

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Examples Basic UX

Page 26: SharePoint Portal Ux

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Examples Advanced UX

Link List

News List

Navigation

Search

Views into Document Library

Breadcrumb

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Employee Spotlight

Calls-to-action

Page 27: SharePoint Portal Ux

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Personalized RSS News feeds based on the User’s “Industry”.

Personalized Events feeds based on the User’s “Industry”.

Secure access to customer specific documents.

Customer Logo

Displays the latest news from the Public Website (also on SharePoint)

Personalized Customer Logo

Ryan, Jim Alfredo, can you check on my Shipment coming in from Dubai?

Alfredo Santos/US-CORP-IT Sure… It looks like it will clear customs today.

Integrated Lync Server chat with real-time presence indication.

Silverlight components that integrate with LOB Application to display customer specific data.

Examples Sophisticated Portal UX

Page 28: SharePoint Portal Ux

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Examples Sophisticated Portal UX

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News Carousel

Custom Employee Directory and Search

Advertisement and Call to Action

Personalized Content

Social Content

Branding

Page 30: SharePoint Portal Ux

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Poll Two

What topics would you like to see discussed in a future webinar?

A. SharePoint Information Design & Information Architecture Best Practices 38%

B. Personalization Capabilities of the SharePoint platform 17%

C. Enterprise Social Capabilities of the SharePoint platform 7%

D. Dashboard & Reporting (BI) Capabilities of the SharePoint platform 24%

E. Leveraging SharePoint as a platform for your Public Website 10%

F. SharePoint ECM & Records Management Best Practices 1%

Page 31: SharePoint Portal Ux

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Contact Information: www.northridge.com [email protected] 855.587.9900