How to create successful SharePoint intranets

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Every SharePoint project starts with a loose idea of "Let's create a great intranet!". As quickly as possible, this needs to funnel down to a clear strategy, concrete scope and informative design.

This presentation by James Robertson, author of "Essential intranets: inspiring sites that deliver business value" outlines a practical methodology for SharePoint intranet projects of all sizes.

Published in: Technology

How to create successful SharePoint intranets

  1. 1. How to create successful SharePoint intranets James Robertson, Step Two Designs jamesr@steptwo.com.au // @s2d_jamesr
  2. 2. Step Two Designs (www.steptwo.com.au) July 2014 store.steptwo.com.au
  3. 3. Step Two Designs (www.steptwo.com.au) July 2014 We help organisations answer the ‘why’ and ‘what’ questions (before others get stuck into the ‘how’ of implementation)
  4. 4. Step Two Designs (www.steptwo.com.au) July 2014 Intranets: the possibilities are endless
  5. 5. Step Two Designs (www.steptwo.com.au) July 2014 NewsLimited
  6. 6. Step Two Designs (www.steptwo.com.au) July 2014 IMF
  7. 7. Step Two Designs (www.steptwo.com.au) July 2014 Prophet
  8. 8. Step Two Designs (www.steptwo.com.au) July 2014 Coles
  9. 9. Step Two Designs (www.steptwo.com.au) July 2014 Telstra
  10. 10. Step Two Designs (www.steptwo.com.au) July 2014 Aurecon
  11. 11. Step Two Designs (www.steptwo.com.au) July 2014 HansenYuncken
  12. 12. Step Two Designs (www.steptwo.com.au) July 2014 HansenYuncken
  13. 13. Step Two Designs (www.steptwo.com.au) July 2014 Coca-ColaEnterprises
  14. 14. Step Two Designs (www.steptwo.com.au) July 2014 BarclaysBank
  15. 15. Step Two Designs (www.steptwo.com.au) July 2014 How much is it going to cost? QUESTIONS (you have plenty) What are we going to use SharePoint for? Do we go social? What features will we turn on (or off)? Do we need standard or enterprise CALs? Build in-house or get help? How do we ensure adoption? What’s worked for others? Do we customise and develop? What’s the business case? Do we need a mobile solution? How do we ensure success?
  16. 16. Step Two Designs (www.steptwo.com.au) July 2014 “Failing to plan is planning to fail”
  17. 17. Step Two Designs (www.steptwo.com.au) July 2014 Four practical principles 1. Have a clear plan for success 2. Reduce uncertanties early 3. Make sure it will work for staff 4. Extract the full benefits
  18. 18. Step Two Designs (www.steptwo.com.au) July 2014 “We need a new intranet” Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Funnel down to the right solutionPlanning & design Technical requirements Technical solution Solution development & deployment Launch & governance “We’re live, and they love it!” Build a successful & sustainable outcomeExecution
  19. 19. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Staff interviews Stakeholder discussions Field research Analysis of current state
  20. 20. Step Two Designs (www.steptwo.com.au) July 2014
  21. 21. Step Two Designs (www.steptwo.com.au) July 2014
  22. 22. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Strategy workshops Planning sessions Best practices Strategic thinking
  23. 23. Step Two Designs (www.steptwo.com.au) July 2014 Creating an “intranet concept” www.steptwo.com.au/papers/km c_intranetconcept 6x2: a new approach to planning www.steptwo.com.au/papers/km c_6x2
  24. 24. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Content Comms Collaboration & social Culture Activity & bus solns Putting information to work: the five purposes of modern intranets (free report) store.steptwo.com.au/product/five-intranet-purposes
  25. 25. Step Two Designs (www.steptwo.com.au) July 2014 Content Communication Collaboration Culture Activity
  26. 26. Step Two Designs (www.steptwo.com.au) July 2014 Content Communication Collaboration Activity Culture
  27. 27. Step Two Designs (www.steptwo.com.au) July 2014 Content Communication Collaboration Activity Culture
  28. 28. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance UX techniques Information architecture Wireframes Visual design & branding
  29. 29. Step Two Designs (www.steptwo.com.au) July 2014 Stockland
  30. 30. Step Two Designs (www.steptwo.com.au) July 2014 Stockland
  31. 31. Step Two Designs (www.steptwo.com.au) July 2014 Stockland
  32. 32. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Skills & capabilities Business criteria Evaluation process
  33. 33. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Covered by the other great talks at this conference!
  34. 34. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Comms & change Governance Ongoing resources Planning next phase
  35. 35. Step Two Designs (www.steptwo.com.au) July 2014 Coca-ColaEnterprises
  36. 36. Step Two Designs (www.steptwo.com.au) July 2014 StandardChartered
  37. 37. Step Two Designs (www.steptwo.com.au) July 2014 PwCAustralia
  38. 38. Step Two Designs (www.steptwo.com.au) July 2014 A practical approach: size to fit your circumstances
  39. 39. Step Two Designs (www.steptwo.com.au) July 2014 1. Have a clear plan for success 2. Reduce uncertanties early 3. Make sure it will work for staff 4. Extract the full benefits
  40. 40. Step Two Designs (www.steptwo.com.au) July 2014 It doesn’t have to be bigger than ben hur!
  41. 41. Step Two Designs (www.steptwo.com.au) July 2014 Staff & business needs Strategy & roadmap Project scope Structure & design Partner selection Technical requirements Technical solution Solution development & deployment Launch & governance Talk with operational staff (2 days) plus stakeholders (2 days) Business goals and clear purpose (3 page doc) What we’re doing, and what we’re not (5 page doc using 5 purposes) Sketches of key pages (plus details of content) Very clear brief and structured evaluation process Clear ownership and responsibilities (plus ongoing plan)
  42. 42. Step Two Designs (www.steptwo.com.au) July 2014 SharePoint is a great platform for delivering business solutions The clearer you are on what you want, the greater the benefits
  43. 43. Step Two Designs (www.steptwo.com.au) July 2014 Funnel down, from a vague desire to a concrete plan, scope, design and approach. Then start building with confidence!
  44. 44. Step Two Designs (www.steptwo.com.au) July 2014 James Robertson Step Two Designs www.steptwo.com.au jamesr@steptwo.com.au (We’ve published the single largest collection of intranet articles in the globe – all free!)

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