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  • 1. Table of Contents •  Executive Summary •  Strategy •  User Persona •  Derive Usecase •  Interaction Highlights •  A Scenario •  Leveraging SharePoint 2010 Features •  Content and Design Services (C&DS) - Overview •  Derive Methodology1
  • 2. Executive Summary Bank of England presently uses a six year old Rhythmyx Content Management System to deliver its Intranet. Technology has changes significantly over the past six years and the portal does not have any of the latest features. These issues are preventing people to use intranet as key knowledge management tool. Bank would like to fix above issues through this Usability design exercise. For the same purpose, Bank has planned Intranet redevelopment project which capitalises on the Bank’s strategic investment in SharePoint to create an interactive Intranet that places people and user centred design at the heart of the service and subsequently at the heart of the Bank’s knowledge management strategy. The intranet must make accessing services, looking for information, creating new content and networking with staff intuitive and easy. Key objectives of the proposed initiative are we below: •  Create a vibrant online community where its employees can collaborate and Interact with each other •  Incorporate Social Media like features where users can start a forum, blog, rate content, add comments etc. •  Application has to be intuitive and easy to use so that it encourages user generated content •  Improve flow of information within the bank •  Allow staff to easily find content and skills available within the bank2
  • 3. Strategy•  Define a use case for the PoC.•  Create interaction models upon the defined the use case•  Validate design - Highlights3
  • 4. User Persona User Name: Arthur Conan Gender: Male Age: 38 Years Occupation: Senior Employee at Bank of England Job Description: Arthur is a senior employee at Bank of England and has a series of responsibilities ranging from holding meetings to take decisions, organise events and creating various documents. He uses the Microsoft Office Suite 2010 for all of his daily office work. He spends a few hours on the organization’s intranet portal for information on various pages and to download documents. Arthur also spends some time connecting with people and networking on various social platforms available. He finds them useful in interacting with people who share similar interests. He uses various discussion forums to express his views and get help on various topics. He keeps a blog where he shares his knowledge with others. Disclaimer: The above user persona is a complete fiction and has been assumed after reading the documents provided. It has no resemblance whatsoever with any living person dead or alive. Any resemblance is a matter of pure coincidence.4
  • 5. Derive Use-case The employee of the Bank of England logs into their new Intranet portal from the login screen, and he lands on the home page of the intranet portal. His home page displays information related to various tasks that help in his day to day work at the organization. In continuation, the user proceeds onto his blog page where he can view his most recent blog on the top and the older ones at the bottom. He reviews the comments and replies to them. He then views the blogs of his favourite bloggers in his blog roll.5
  • 6. Interaction Highlights - Home Page6
  • 7. Interaction Highlights - Home Page Header 1   1   The Global menu connects the 2   employee to various other parts of the intranet portal like HR services and IT. 3   The Search gives the user the comfort of 2   searching the content by a set of drop down filters. Also the user can access special privileges given to him from “Site Actions”. “My Links” gives the opportunity for the user to bookmark his favorite links and access them from anywhere irrespective of which computer he uses. 3   The Local menu gives the user a personalized site experience. It contains access to most of the important tasks of the user. The Information architecture of the menu bar is highly task oriented thus resulting in increase in the efficiency of the user. •  Home- This is the home page that the user finds himself after logging in. It is designed keeping in mind the fact that the user spends huge amount of time interacting with it. He can accomplish majority of the tasks right from here. •  News and Events- The user can view all the Intranet news and connect with Events. •  Employee Directory- The user can connect with other employees in the organization thereby enhancing the collaboration.7
  • 8. Interaction Highlights - Home Page Header (continued) •  Groups- The user can view the groups he 4   has created and the groups that he was added. Discussions and sharing of content 4   are given priority here. •  Document Library- The Documents/Media that the user shares using his profile gets stored in the document library where the user can manage the permissions of his files, Delete files, Rate files etc.. •  Blogs- Blogs has been introduced to help the user express his views and share knowledge with his co-workers. It does increase the sharing of knowledge. •  Apps- The user can access various Applications provided by the portal and manage their permissions here. Ex: A leave management application •  How do I?- Helps the user to understand various basic tasks that he can perform using the portal. Any new additions to the portal will also reflect here.8
  • 9. Interaction Highlights - Home Page Header (continued)9
  • 10. Interaction Highlights - Home Page Left sidebar 5   This part of the portal displays the personal picture of the user and also various options to make his pages more personal thereby making Users engage in high degree of participation in the to-be performed tasks 5   using the portal. 6   This section of the portal connects the user with other users similar to him in terms of job responsibilities and interests, thereby a chance to network and interact. This will greatly help in Community building within the organization 6  10
  • 11. Interaction Highlights - Home Page Left sidebar (continued)11
  • 12. Interaction Highlights - Home Page Center Section 7   The Memos section in the home page gives a gist of all the recent news from the “News and Events” page. This eases the flow of information within the organization. 7   8   This section of the portal gives the user the freedom to share information, tag people with the information, attach documents to it. Also he can post his blog posts right from his home page. 8   Other users with whom the information was shared can comment on the post, re-share it, download attachments and rate them. A great way for content generation The user can also see posts by other employees in his feed. Again a great tool for sharing information and enhance collaboration.12
  • 13. Interaction Highlights - Home Page Center Section (continued)13
  • 14. Interaction Highlights - Home Page Right Sidebar 9   This section caters to alerting the user to various priority issues and upcoming/ongoing events in the organization. 9   10   10 The “IM contacts” acts like a contact manager and leverages the Microsoft office communicator functionalities to quickly communicate. 10   1014
  • 15. Interaction Highlights - Home Page Right Sidebar (continued)15
  • 16. Interaction Highlights - Blog Page 1   The side menu provides the user the navigation within his Blog page. Various tasks like creating new blog posts, accessing saved drafts etc. can be accomplished here. 1   2   4   2   This section of his Blog page displays the most recent blog post, its rating by other users and the most recent comments by the users who read it. The user can reply to these comments. This section displays the older posts, its 3   ratings and sneak peek into the post. 4   The Blog roll displays all the Blogs that the user has subscribed to. 3  16
  • 17. A Scenario Arthur logs into his home page on the intranet portal. He views the feeds on displayed and notices that Boyle, Dan has shared a document with him and the Finance group along with a message. Arthur feels he can help the discussion better by attaching another file to the post. He finds the excel file named “Statistics.xlsx” and adds it to the post. Then he comments on the feed.17
  • 18. Scenario- Step 1 1   Arthur notices the post and clicks it. It get highlighted and also a “More options” link appears. ( In blue and next to “ share | Add Docs”) 1  18
  • 19. Scenario- Step 2 He clicks on the drop down button and views 2   the options available to him. The following are the options visible to him. Email Link – Will open the “compose new mail” from the outlook with the link attached to the mail. Send Link in IM – Will ask to choose the contact and opens the contact in microsoft office communicator with the link to the post pasted in the chat box. Add Documents – Will help in adding more documents to the post. Download all attachments – Will save all the attachments to the system in a zip folder View permissions – Can control the permissions of the person posting and tagging you. You can also mute this particular feed from this section. 2  19
  • 20. Scenario- Step 3 Arthur feels that he can contribute to the 3   ongoing discussion. He finds a relevant document on his system named “Statistics.xlsx” and adds to the feed. The feed gets pushed to the top of the “My Feeds” section since there was a recent activity on it by the people tagged in it. 3  20
  • 21. Scenario- Step 4 Arthur then comments on the feed asking 4   Boyle, Dan to view the new file he has attached as it will help the ongoing discussion. Once Arthur selects the file attached, the system would invoke a typical SharePoint feature where the user can “View Properties, Checkout, View in Web Browser etc”. 4  21
  • 22. Leveraging SharePoint-2010 Features The User Interface leverages the functionalities provided by SharePoint 2010 environment in creating a robust and smartly maintained Intranet portal which is up-to-date with the social and professional needs of the organization. The following points will illustrate the key features of the User interface and how they leverage the use of SharePoint 2010 environment. •  The whole Intranet experience is divided into a) Global pages b) Personalized pages, where the user can switch between these two with respect to his work needs. The global pages remain consistent and uniform for all users in the organization whereas the personalized pages give the user the freedom to edit various features according to his needs. The personalized feel of the portal will result in the increase of user participation and engagement in the portal. •  The above experience can be easily created with the help of SharePoint 2010 while creating the pages where the architect/Admin can manage the user permissions and add various plug-ins •  The other key feature of the User Interface is to help the users communicate and collaborate. This is done by the use of IM features and enabling the user to send messages to groups/individuals, comment views and share documents. •  SharePoint 2010 environment can support these features by integrating enterprise applications like Microsoft Office Communicator and Microsoft Outlook with the portal. •  The User Interface attempts to effectively manage documents/Information shared in-between the users by providing a separate location called as Document Library to view, edit and share the documents enhancing the collaboration and team work. It also allows the user to Rate the shared documents and add notes on them thereby giving a rich user experience. •  The SharePoint 2010 environment has robust content management capabilities which can be easily incorporated into the portal. •  The UI caters to the knowledge sharing with-in the organization through Blogs and discussions. This helps to build a lively community of people who share knowledge and views. •  SharePoint 2010 environment has inbuilt Blog and Wiki features which can be leveraged through the Portal.22
  • 23. Leveraging SharePoint-2010 Features (continued) •  The UI gives an opportunity for the users to network with people in the organization by maintaining user profiles and their personal information. Also the user can control their privacy settings. •  SharePoint 2010 environment provides social networking functionalities like MySite which can be modified to fit the needs of the organization. •  The UI provides the user with the freedom to use various web applications through the portal from the “Apps” page where he can find the apps approved by the webmaster. •  SharePoint 2010 environment gives the flexibility of creating a pool of Applications without worry about security issues and easy maintenance. •  The portal can support integration with various 3rd party applications to help content generation and community building. An example of this can be LinkedIn and Yammer integration Apps which will help people to network better. •  These 3rd party applications can be build into the portal through SharePoint 2010 environment and can be managed by the webmaster in real-time.23
  • 24. Leveraging SharePoint-2010 Features (continued) Document Content Robust Library Management CMS IM Communicate Microsoft and office News Collaborate Suite and My feeds Events Share UI PointFeatures 2010 Inbuilt Community Blog and Blogs Groups Building Wiki features IM My feeds Social Mysite Networking User Groups Profiles24
  • 25. Thank You