Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution

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Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution

  1. 1. MARCY KELLARPRESENTED BY
  2. 2. My Name is Marcy Kellar I Live In Indianapolis I Solve Problems Sometimes I Blog TheSharePointmuse.com Mostly I Tweet @marcykellar And I work for HighPoint Solutions
  3. 3. Agenda • MY STORY • USER CENTERED DESIGN OVERVIEW • BAD PRACTICES and BEST PRACTICES • BENEFITS • RESOURCES
  4. 4. THIS IS ME AT WORK
  5. 5. SharePoint SchmarePoint Will it Fix My Dreadful Task?
  6. 6. DISASTER
  7. 7. I DREADED GOING TO WORK
  8. 8. THEN CAME SHAREPOINT
  9. 9. THEN CAME SHAREPOINT
  10. 10. THIS IS WHAT WE DID
  11. 11. USER CENTERED DESIGN (UCD) RESEARCH GOALS, CONTEXT, PAIN POINTS CONCEPT WIREFRAMES, CARD SORTING DESIGN PROTOTYPES, MOCKUPS EVALUATE TEST WITH REAL USERS
  12. 12. SUCCESS!!! 2500+ USERS ADOPTED 4 PROCESSES INTEGRATED 6 MONTHS TO LAUNCH 1 HACKED SHAREPOINT SITE 1 RECOMMENDATION
  13. 13. LESSONS LEARNED SHAREPOINT SOLVES PROBLEMS KEEPING THE USER AT THE CENTER OF THE DESIGN PROCESS 1. MAKES A SITE USABLE 2. FACILITATES USER ADOPTION A NOVICE CAN DESIGN A USER CENTERED SOLUTION (WITH GUIDANCE) THE RIGHT SOLUTION CAN CHANGE LIVES
  14. 14. Agenda • MY STORY • USER CENTERED DESIGN OVERVIEW • BAD PRACTICES and BEST PRACTICES • BENEFITS • RESOURCES
  15. 15. BREAKFAST.
  16. 16. How do you currently approach breakfast? Do you have any challenges eating breakfast? USER CENTERED DESIGN (UCD) What do you expect to eat?
  17. 17. USER INTERFACE (UI)
  18. 18. www.latenightwithjimmyfallon.com USABILITY
  19. 19. USER EXPERIENCE (UX)
  20. 20. USER CENTERED DESIGN (UCD) Did this meal meet your expectations? What could be better about the experience?
  21. 21. Agenda • MY STORY • USER CENTERED DESIGN OVERVIEW • BAD PRACTICES and BEST PRACTICES • BENEFITS • RESOURCES
  22. 22. BAD PRACTICE: FOCUS ON FEATURES
  23. 23. DEFINE GOALS, DERIVE FEATURES
  24. 24. Stakeholder Meeting
  25. 25. BAD PRACTICE: NOT TALKING TO USERS
  26. 26. INTERVIEW USERS (YES YOU HAVE TO TALK TO THEM)
  27. 27. User InterviEwER
  28. 28. Just because nobody complains doesn’t mean all parachutes are perfect. — Benny Hill
  29. 29. BAD PRACTICE: USER SURROGATES
  30. 30. KEEP THE USER AT THE CENTER OF THE DESIGN PROCESS
  31. 31. Know thy user, and you are not the user. — Arnie Lund
  32. 32. Personas Personas are archetypes of users whose motivations, pain points and behavior patterns are catalogued, summarized in a single page layout.  Remind design team that "you are not the user.“  Keep the user at the center of the design process.
  33. 33. PERSONAS Stakeholder Interviews PERSONAS
  34. 34. BAD PRACTICE: USABILITY = DESIGN COMPS
  35. 35. CREATE WIREFRAMES BEFORE VISUAL DESIGN COMPS
  36. 36. SKETCHES AND PAPER PROTOTYPES
  37. 37. WIREFRAMES Created with Mockflow
  38. 38. BAD PRACTICE: NO FEEDBACK MECHANISM
  39. 39. VALIDATE EARLY CONCEPTS
  40. 40. CARD SORTING
  41. 41. You can use an eraser on the drafting table or a sledge hammer on the construction site. — Frank Lloyd Wright
  42. 42. BAD PRACTICE: TESTING TOO LATE
  43. 43. TEST WIREFRAMES/ SKETCHES WITH 5 USERS
  44. 44. “THINK ALOUD” TECHNIQUE Graphic from Rocket Surgey Made Easy, S. Krug
  45. 45. TESTING WITH JUST 5 USERS CAN FIND 85% OF YOUR SITE'S PROBLEMS. Source: NNGroup
  46. 46. TEST DESIGN BEFORE BUILDING ANYTHING IN SHAREPOINT
  47. 47. BEST PRACTICES SUMMARY 1. DEFINE GOALS, NOT FEATURES 2. KEEP THE USER AT THE CENTER OF THE DESIGN PROCESS 3. INTERVIEW USERS (YES YOU STILL HAVE TO TALK TO THEM) 4. VALIDATE EARLY CONCEPTS WITH USERS USING METHODS SUCH AS CARD SORTING 5. CREATE WIREFRAMES BEFORE VISUAL DESIGN COMPS 6. TEST WIREFRAMES/ SKETCHES WITH 5 USERS 7. TEST DESIGN BEFORE BUILDING IN SHAREPOINT
  48. 48. Agenda • MY STORY • USER CENTERED DESIGN OVERVIEW • BAD PRACTICES and BEST PRACTICES • BENEFITS • RESOURCES
  49. 49. IMPROVE UX INCREASE PRODUCTIVITY IDENTIFY OPPORTUNITIES SAVE MONEY BENEFITS
  50. 50. The joy of an early release lasts but a short time. The bitterness of an unusable system lasts for years. — Anonymous
  51. 51. Agenda • MY STORY • USER CENTERED DESIGN OVERVIEW • BAD PRACTICES and BEST PRACTICES • BENEFITS • RESOURCES
  52. 52. Rocket Surgery Made Easy Steve Krug GOOD READS About Face 3: The Essentials of Interaction Design Alan Cooper Sketching User Experiences Bill Buxton Usability Testing Personas General Approach
  53. 53. RESOURCES UX Project Planning (smashingmagazine.com) User Centered Design Methods (usabilitynet.org) List of UCD Methods (usability.net) UCD Methods Stakeholder meeting (usabilitynet.org) User Interviews (usabilitynet.org) User Interview Instructions (uxmastery.com) Personas (webcredible.co.uk) Personas (wiki.fluidproject.org) Creating Personas (usability.gov) What to Put in a Persona (J.D. Meier's Blog) Example Personas (stcbok.editme.com) Paper Prototyping (usabilitynet.org) Card Sorting Instructions (mit.edu) Card Sorting (measuring usability.com) Card Sorting Guide (boxesandarrows.com) Thinking Aloud Technique (project.cmd.hro.nl) Thinking Aloud: The #1 Usability Tool (nngroup.com) Why You Only Need To Test With 5 Users (nngroup.com) An Intro to Usability Testing (usabilitygeek.com)
  54. 54. TOOLS & TEMPLATES User Interviews MindJet Mindmeister Personas Persona Template (.pdf) (wireframes.linowski.ca) Persona Template (.pdf) (eightshapes.com) Persona Template (.ppt) (Boagworld.com) Card Sorting Optimal Workshop Userzoom.com Websort.net Prototyping Balsalmiq Mockflow Axure General Designing the User Experience Poster (http://www.mprove.de)
  55. 55. CREDITS Photography by iStock.com and Marcy Kellar Illustrations and Comics by Marcy Kellar Breakfast Analogy inspired by Ed Lea's Infographic THANK YOU Follow Me @marcykellar
  56. 56. PRINCETON SHAREPOINT USER GROUP • Different SharePoint discussions each month on various topics. Announced on meetup.com • Meets 4th Wednesday of every month • 6pm – 8pm • Infragistics Office • 2 Commerce Drive, Cranbury, NJ • http://www.meetup.com/princetonSUG • http://www.princetonsug.com
  57. 57. THANK YOU EVENT SPONSORS • Platinum & Gold sponsors have tables here in the Fireside Lounge • Please visit them and inquire about their products & services • To be eligible for prizes make sure your bingo card is signed by all Platinum/Gold

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