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Create Engaging Branded SharePoint Portals and Plan for Content
 

Create Engaging Branded SharePoint Portals and Plan for Content

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Making sure your content and branding align is always a challenge, but you can create portals that use content as a means to further push your "brand." In this session we will examine how to make use ...

Making sure your content and branding align is always a challenge, but you can create portals that use content as a means to further push your "brand." In this session we will examine how to make use of SharePoint 2013 web part and content features that can be customized from a branding perspective. We will create a sample training portal that will display customized training information to users as well as visually give clues for direction.

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    Create Engaging Branded SharePoint Portals and Plan for Content Create Engaging Branded SharePoint Portals and Plan for Content Presentation Transcript

    • SharePointintersection Create Engaging Branding SharePoint Portals and Plan for Content Cathy Dew catpaint1@live.com
    • Speaker Bio  Cathy Dew  Consultant at Planet Technologies  Graphic Designer, Consultant and SharePoint MVP  Over 6 years of SharePoint branding experience  Author: SharePoint 2010: Six in One  catpaint1 on Twitter 2 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Introduction  Gather Requirements        What kind of site Scenario – CatDragged In Corporation Organize the Site Determine Content Needs Design your Site Develop Engage Users 3 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Gather Requirements Start at the Beginning
    • What is the Purpose?       Public Facing Extranet Intranet – Informational Only Intranet – Informational and Collaboration Intranet – Collaboration Only Intranet with Social and MySites Plus everything else 5 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Asking the Questions  Can be the biggest challenge  Example Questions:    What is the one thing you want users to know when they go to your site? What sites do you like? What sites don’t you like? 6 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Poll Questions  Do you currently have an intranet?  Do you visit the homepage of your intranet?  Do you participate in any Social Networks? 7 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Scenario – CatDragged In Corp CatDragged In  Cat Supply Manufacturer that needs to manage their business documents and communicate effectively with their employees.  They currently have a SharePoint 2007 intranet that is poorly managed and often has very stale content. 8 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Scenario – CatDragged In Corp  The Company has the following Business Units           CatDragged In Accounting Administrative/Executive Human Resources IT Manufacturing Project Management Office Quality Assurance Research and Development Sales and Marketing Shipping 9 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Scenario – CatDragged In Corp CatDragged In  Challenges:      How to Organize their Content How to Engage their Users How to Keep their Content Fresh Geographically Divided Teams Capture and Store Documents and Knowledge in a Centralized Location 10 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Organizing, Managing, and Content Developing the Plan
    • Organizing Chaos  Determine the Site Structure   Questions of Content and Site Templates/Site Collections Will it be Organizational, Functional or a Mix of Both 12 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Site Map  CatDragged In decided to go in an Organizational Site Map with a few extra bonus Sites that fall outside a Department  Questions to ask:   How do your users typically find information? How do your users typically work, who do they work with on a daily basis? 13 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • CatDragged In Site Map  Mix of Collaboration and Publishing Site Templates  Also has a combination of Organizational Based Sites and Specialty Sites Home Accounting IT Admin PMO Manufacturing QA HR Sales and Marketing R&D 14 Coffee Lounge Shipping University © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Navigation Needs  Determine if you need more than just the SharePoint Navigation   Breadcrumb Navigation Footer Navigation  Ask the right questions about Navigation and make decisions based off talking to End Users not just management  Card Sorting can be a useful tool for determining Navigation 15 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • But What About the Content  What is it that you want to put on the main pages?        News Announcements FAQs Letter from the President HR Information Tips and Tricks Events 16 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Who will Manage Content  Centralized or Decentralized Management?   IT Staff will manage all is Centralized Departments will manage their own is Decentralized  Advantages to Decentralized    Content is Updated more Frequently Content stays relevant to the time frame Less overhead on IT Staff  Disadvantages to Decentralized   Must live in the same Site Collection (unless you use a 3rd Party tool) Training must be performed for Content Owners 17 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Where Does My Content Live?  Determining the Content Locations is especially important for things like Rollup Lists and Announcements.   Did you create more than one Site Collection for database size purposes or security concerns? Do you want it in a team site, or in a section of the main intranet, typically publishing pages? 18 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • What Kind of Pages will I use?  Determine if you will be using Publishing Pages or Collaboration Sites  Will you Use a Custom Page Layout?  Publishing Infrastructure allows for this using Design Manager or SPD methods  Will you be creating Custom Display Templates?   Customize the way information is displayed in items like the Search Pages and some WebParts and Views Use the Design Manager, SPD or other tools to create these 19 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Web Parts for Displaying Content         Video/Media Document Libraries Content by Search Web Part Content Editor Wiki Style Pages Calendars Announcements Yammer 20 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Getting User Attention  This is one of the bigger challenges when planning the User Experience  Need that “Squirrel” moment  Pay attention to your users demographics     Gamification Stock Ticker Weather Social 21 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Time to Design the Site Ready, Set, Go
    • Develop a User Experience Plan 23 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Design Methods  Wireframes are a great tool for separating Design and Function – start with a basic SP site and customize from there 24 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Design Methods  Evaluate Your Designs for Functionality and Content – Not Design 25 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Wireframe Tools  Balsamiq   SharePoint 2013 Team Site Template from Flucidity http://flucidity.azurewebsites.net/2013/02/sharepoint-2013-balsamiqmock-up-template/  Visio  Adobe Creative Suite 26 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Create a User Experience Artifact Plan  Determine Master Page Needs        Design Manager or Custom Determine CSS Needs Determine if your site will be Responsive Browsers will you target Web Parts will you use Images will you need Page Layouts if Needed 27 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Determine Deployment Plan  Solution   Sandboxed for Office 365 Visual Studio Full Trust for On Premises  Manual Application   SPD Browser 28 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Create Design Mockups  At this stage you will want to create a design mockup  Standard Web Development principles and requirements apply at this stage  Mockups will contain the visual elements, colors and images you propose for the final solution 29 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Things to Pay Attention To  Pay Close Attention to:  Navigation         Top Navigation Quick Launch Navigation Breadcrumbs Ribbon Suite Bar Search Pages – Display Templates for Search Results Pages Any Web Template Changes My Sites 30 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Design Mockup Sample 31 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Create Customized Design Artifacts  Make use of the tool you are most comfortable with to develop your design artifacts  SharePoint 2013 Design Manager  Adobe Creative Suite  SharePoint Designer 2013  NotePad  Visual Studio  Plus Many More 32 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Branded Site 33 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Branded Site 34 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Branded Site Artifact List      One Custom Master Page – Built in SPD – no HTML version One Custom CSS File Custom Images Video Library Corporate Announcements Library 35 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Plan Adoption Activities Understand Your Users
    • Always Know the Implications  Each User Experience Decision has Implications and Ramifications in a SharePoint Environment    Navigation consistency Permissions Site Template 37 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • User Adoption Activity Samples     Scavenger Hunts Rewards Searches Attend Susan Hanley’s User Adoption Session tomorrow morning. 38 © DEVintersection. All rights reserved. http://www.DEVintersection.com
    • Demo Demo Title Subtitle
    • Questions? Don’t forget to enter your evaluation of this session using EventBoard! Thank you!