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Best Practice Blogs
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs.aspx
Persona and Personalization
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Persona-and-Personalization.aspx
Taxonomy and Information Architecture
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Taxonomy-and-Information-
Architecture.aspx
Sitecore Business Optimization
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Sitecore-Business-
Optimization.aspx
Landing Pages and Testing
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Landing-Pages-and-Testing.aspx
Articles - Digital Marketing Suite (DMS)
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter-
McHannigan/Archive.aspx#archive2012
Part 1. WebsiteengagementValues
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter-
McHannigan/Posts/2012/07/Sitecore-DMS-Where-to-Start-Part-1.aspx
Process
1. Understandthe ultimate goal of the website (forexample,signupfor recreational servicesinformation).
Thisis the macro-goal of the website.Dependinghow faryouwantto go you can alsodefine macrogoalsby
customersegmentoruserpersona.
2. Brainstormthe measurable actionsthata usercouldcomplete onyourwebsite before reachingthe macro-
goal.These are the micro-goalsandinprojectmanagementspeakwouldbe calledpredecessormilestones.
It’simportantnot to gettoo carriedawaywiththe numberof micro-goals– five orlessisusuallyenoughfor
starters.
3. Define the sequence inwhichauserislikelytocomplete the micro-goals.Thisisanoptional taskbuthelps
youassignthe relative value of micro-goals;thatis,micro-goalsthatare closertothe macro-goal will have a
highervalue thanthose furtheraway.
4. Assigna relative valuetoeachmicro-goal.
I setthe macro-goal as100 and the smallest/lowestmicro-goalas1 and thenordereverythingelse in
between.Youcanhave multiple micro-goalswiththe same value;forexample,viewingcase studiesand
your clientlistcouldbothhave avalue of 15.
You generallyendupwithmore lowerlevelmicro-goalsandthese all reduce toasingle macro-goal (multiple
entrypointto a single final outcome).
5. Presentthe goalsvisually;forexample:
Part 2. Digital RelevancyMaps
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter-
McHannigan/Posts/2012/07/Sitecore-DMS-Where-to-Start-Part-2.aspx
A digital relevancymapistool to define andunderstandthe customerjourneybyuserpersonaandinteraction/
engagementphase.Thisisauseful tool whenplanninganew website orinauditinganexistingone tomake sure
that the requiredcontent andcall to actionfunctionsare inplace to supportdesiredcustomerexperiences.
Process:
1. Define the userpersonas forthe website.Forexample, the communityadvocate.
2. For eachpersonadefine the phasesof engagement.Forexample,search,evaluate,decide,buy,and
maintenance &support.
3. For eachengagementphase,definethe persona’sobjective contentrequirements,andthe call to actionto
take themto the nextphase.
For example,inthe evaluate phase anew car buyerisseekingtocompare cars withinacategory;to do this
theywill needacompare car functionwithsummarydetailsforeachcar, detailedspecificationsfor
individualcars,brochures,galleries,andreviews;the call toactioncouldbe a finda local dealerbutton.
4. Presentthe informationinatable;forexample:
I alsorecommendlinkingyourmapto yourengagementvaluessothatyou can track, analyze,andimprove your
customerengagementinSitecoreDMS
Articles - Taxonomy and Information Architecture
Sitecore:Beforethedevelopment.Architecture!
http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Jim-Crosby/Posts/2012/07/Sitecore--
Architecture-Importance.aspx
Afterthe requirementsgatheringphase,the nextphase,the contentplottingphase,isthe mostcrucial inthe
developmentlifecycleof aSitecore webCMS.
Beginbyansweringthe followingquestions:
1. What page categoriesdoesthiswebsiterequire?
2. How will the website use the content?
3. What kindsof contentitemsexist?
4. What typesof contentelementswill appearconsistentlyonmultiple pages(alsoknownasreusable
content)?
5. Where doesthe aforementioned,reusable contentcome from?
6. Doesthe reusable contentdisplaydifferentcontentondifferentpages?
7. Doesthe systemdisplaycontentfromothersystems?
8. How doyou integrate the contentfromthe othersystems?
9. Is the solutionmultilingual?If so,doesthe contentonthe multilingual versionsdiffer?
10. What kindsof userswill have accesstothe CMS?
11. What website regionsorcontenttypeswill eachuserhave accessto?
Developersmustanswermanymore questionswhenbeginningaSitecore implementation,the above items
representjustafewthingsthatthe developersneedtothinkaboutfirst.
Some of the material the clientcanprovide orgenerate includes
 wireframe documents,
 requirementsdocuments,
 functional specifications,
 technical specifications,
 designmockups,
 contentspecificationsandmore.
Developersshouldreference thisdocumentationduringthe architecturalphase of the projecttocome up withtheir
solutionarchitecture.

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User Centred Design best practice blogs

  • 1. Best Practice Blogs http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs.aspx Persona and Personalization http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Persona-and-Personalization.aspx Taxonomy and Information Architecture http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Taxonomy-and-Information- Architecture.aspx Sitecore Business Optimization http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Sitecore-Business- Optimization.aspx Landing Pages and Testing http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Topics/Landing-Pages-and-Testing.aspx
  • 2. Articles - Digital Marketing Suite (DMS) http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter- McHannigan/Archive.aspx#archive2012 Part 1. WebsiteengagementValues http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter- McHannigan/Posts/2012/07/Sitecore-DMS-Where-to-Start-Part-1.aspx Process 1. Understandthe ultimate goal of the website (forexample,signupfor recreational servicesinformation). Thisis the macro-goal of the website.Dependinghow faryouwantto go you can alsodefine macrogoalsby customersegmentoruserpersona. 2. Brainstormthe measurable actionsthata usercouldcomplete onyourwebsite before reachingthe macro- goal.These are the micro-goalsandinprojectmanagementspeakwouldbe calledpredecessormilestones. It’simportantnot to gettoo carriedawaywiththe numberof micro-goals– five orlessisusuallyenoughfor starters. 3. Define the sequence inwhichauserislikelytocomplete the micro-goals.Thisisanoptional taskbuthelps youassignthe relative value of micro-goals;thatis,micro-goalsthatare closertothe macro-goal will have a highervalue thanthose furtheraway. 4. Assigna relative valuetoeachmicro-goal. I setthe macro-goal as100 and the smallest/lowestmicro-goalas1 and thenordereverythingelse in between.Youcanhave multiple micro-goalswiththe same value;forexample,viewingcase studiesand your clientlistcouldbothhave avalue of 15. You generallyendupwithmore lowerlevelmicro-goalsandthese all reduce toasingle macro-goal (multiple entrypointto a single final outcome). 5. Presentthe goalsvisually;forexample:
  • 3. Part 2. Digital RelevancyMaps http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Peter- McHannigan/Posts/2012/07/Sitecore-DMS-Where-to-Start-Part-2.aspx A digital relevancymapistool to define andunderstandthe customerjourneybyuserpersonaandinteraction/ engagementphase.Thisisauseful tool whenplanninganew website orinauditinganexistingone tomake sure that the requiredcontent andcall to actionfunctionsare inplace to supportdesiredcustomerexperiences. Process: 1. Define the userpersonas forthe website.Forexample, the communityadvocate. 2. For eachpersonadefine the phasesof engagement.Forexample,search,evaluate,decide,buy,and maintenance &support. 3. For eachengagementphase,definethe persona’sobjective contentrequirements,andthe call to actionto take themto the nextphase. For example,inthe evaluate phase anew car buyerisseekingtocompare cars withinacategory;to do this theywill needacompare car functionwithsummarydetailsforeachcar, detailedspecificationsfor individualcars,brochures,galleries,andreviews;the call toactioncouldbe a finda local dealerbutton. 4. Presentthe informationinatable;forexample: I alsorecommendlinkingyourmapto yourengagementvaluessothatyou can track, analyze,andimprove your customerengagementinSitecoreDMS
  • 4. Articles - Taxonomy and Information Architecture Sitecore:Beforethedevelopment.Architecture! http://www.sitecore.net/unitedkingdom/Community/Best-Practice-Blogs/Jim-Crosby/Posts/2012/07/Sitecore-- Architecture-Importance.aspx Afterthe requirementsgatheringphase,the nextphase,the contentplottingphase,isthe mostcrucial inthe developmentlifecycleof aSitecore webCMS. Beginbyansweringthe followingquestions: 1. What page categoriesdoesthiswebsiterequire? 2. How will the website use the content? 3. What kindsof contentitemsexist? 4. What typesof contentelementswill appearconsistentlyonmultiple pages(alsoknownasreusable content)? 5. Where doesthe aforementioned,reusable contentcome from? 6. Doesthe reusable contentdisplaydifferentcontentondifferentpages? 7. Doesthe systemdisplaycontentfromothersystems? 8. How doyou integrate the contentfromthe othersystems? 9. Is the solutionmultilingual?If so,doesthe contentonthe multilingual versionsdiffer? 10. What kindsof userswill have accesstothe CMS? 11. What website regionsorcontenttypeswill eachuserhave accessto? Developersmustanswermanymore questionswhenbeginningaSitecore implementation,the above items representjustafewthingsthatthe developersneedtothinkaboutfirst. Some of the material the clientcanprovide orgenerate includes  wireframe documents,  requirementsdocuments,  functional specifications,  technical specifications,  designmockups,  contentspecificationsandmore. Developersshouldreference thisdocumentationduringthe architecturalphase of the projecttocome up withtheir solutionarchitecture.