SharePointintersection
Session SP03
Unlocking the Secrets of SharePoint User Adoption
Sue Hanley
sue@susanhanley.com
@susanhanley

Š2013 SUSAN HANLEY LLC
About Me
• President, Susan Hanley LLC
• Led national Portals, Management
Collaboration, and Content practice for
Dell
• Director of Knowledge Management at
American Management Systems

sue@susanhanley.com

Governance
User Adoption
Metrics
Information
Architecture
• Knowledge
Management
• Portals
• Collaboration
Solutions
•
•
•
•

susanhanley

www.susanhanley.com

www.networkworld.com/community/sharepoint

2
User Adoption
User Engagement
3
But wait, then
why are we here?

RESULTS

4
Secret # 1: Adoption is not the end game
We built it, why don’t users just come?

6
Features that engage





Likes and Ratings
Feedback
Helpful Hints
Search that works!

8
Content that engages




Well-written
Accurate, useful, timely, relevant
Addresses the point

http://tiny.cc/ContentAuthoring

9
Secret # 3: It’s personal
Adoption in Four Words

Me
Mine
Ours
Focused
11
12
Why is it difficult to adopt new technologies?

Delayed
No
Gratification Guarantees

Squishy
Benefits

13
14
Why is change so hard?


Comfort with the status quo




Discomfort with being forced to change




“This is how we’ve always done it … and it works
for me.”
“I’m not broken, why are you trying to fix me?”

No personal benefit


“Sure, I see why the big-wigs would want this,
but what’s in it for me?”

15
Ease in to change …





Start small
Keep it simple
Consider your culture
Consider the “long wow”– help users create new habits

16
… and engage some helpers …



Identify and engage your Mikeys

17
Secret # 6: It’s all about comfort

18
Have a training roadmap – to increase user comfort
Don’t assume it’s intuitive
One size does not fit all

Don’t try to train all at once
19
Supplement with timely, recurring fun …
 SharePointoberfest

- inebriate while

you collaborate!
 CollaBOOration - A Ghoulish Guide
to Metadata
 SharePointgiving - Give thanks to
document workflow and approval

20
Just the facts

22
Launch ideas that worked … mostly

23
Launch Video

http://www.scoop.it/t/intranet-launch-videos-and-teasers
24
Persistent communications that rocked

30 for 30

Get Sharp on
SharePoint

Intercept
requests for
communication
via email – help
with ongoing
transition
25
Tested ideas for your communications plan















Regular “on site events” – Polls on Mondays, Conversation Topic of the Week on
Tuesdays, Employee Spotlights on Wednesdays, Trivia on Fridays
Leverage existing meetings and events
Create (and use) an “anecdote” bank
Target your messages
Did you know …? (tip of the day)
Portal Minute at the start of company meetings
Weekly recap
“Look what they did” success stories
Cafeteria table toppers
Message board/break room announcements or posters
Desktop wallpaper
Usability testing
26
Secret # 8: It’s about support
It takes a village
Seed the organization
with evangelists

 Pilot team
 Volunteers
 Employee
advocates

Plan ongoing support

 Office hours
 Center of
Excellence
 Training and
Documentation

Make sure the help desk
is prepared
28
Secret # 9: It’s about fun!
Incentives and rewards help kick-start …


Key Influencer Strategy






Someone important
Model the behavior

Fun Stuff








Scavenger Hunt
Launch Video
Points, Badges, Prizes
Five for Five
“Profile Week”
Photo Booth
30
… and gamification can help maintain engagement …
in the right situations

Gamification is the application of game
elements and game mechanics to nongame problems, such as business and social
impact challenges.
31
Game elements: Points, Badges, Leaderboards

32
Is gamification appropriate for your business
challenge?





Motivation: Where would you derive value from
encouraging behavior?
Meaningful choices: Are your target activities sufficiently
interesting?
Structure: Can the desired behaviors be modeled through a
set of algorithms?
Potential conflicts: Can the game avoid conflicts with
existing motivational structures?
33
34
Allow users to provide feedback






User feedback helps identify where you’ve got adoption
challenges
Provide an opportunity to provide feedback on every page
of your site
Get up out of your desk and ASK for feedback!
Conduct usability tests and LISTEN to what people say but
WATCH what they do

35
Secret # 11: You’re never
done
Secret # 12: It’s about sharing
The Secrets
1.

Adoption is not the
end game

2.

Adoptable solutions
solve real problems

3.

It’s personal

4.

You can prepare

5.

It’s about change

6.

It’s about comfort

7.

It’s about
communications

8.

It’s about support

9.

It’s about fun!

10. It’s about listening
11. You’re never done
12. It’s about sharing
38
Questions?
Don’t forget to enter your evaluation
of this session using EventBoard!

Thank you!
User Adoption Resources


General




Read User Adoption Strategies: Shifting Second Wave People to New Collaboration
Technology by Michael Sampson
Jakob Nielsen’s Alertbox: http://www.useit.com/alertbox/ (Current Issues in Web
Usability)





Reference article published 3/4/13 about social features on intranets:
http://www.nngroup.com/articles/intranet-social-features/

SharePoint








Essential SharePoint 2013
Essential SharePoint 2010
Practical Framework for SharePoint Metrics
DiscoverSharePoint.com
SharePoint Server 2010 Adoption Best Practices White Paper (http://bit.ly/acLyla)
www.nothingbutsharepoint.com

40
A rose by any other name …
One Carlyle
Team Carlyle
My Carlyle

The Grid
Connect

The Core

The Seabag

PERKolator (blogs)
Orchard (intranet)

The Pulse

The Cupboard

41

Unlocking the Secrets of SharePoint User Adoption

  • 1.
    SharePointintersection Session SP03 Unlocking theSecrets of SharePoint User Adoption Sue Hanley sue@susanhanley.com @susanhanley Š2013 SUSAN HANLEY LLC
  • 2.
    About Me • President,Susan Hanley LLC • Led national Portals, Management Collaboration, and Content practice for Dell • Director of Knowledge Management at American Management Systems sue@susanhanley.com Governance User Adoption Metrics Information Architecture • Knowledge Management • Portals • Collaboration Solutions • • • • susanhanley www.susanhanley.com www.networkworld.com/community/sharepoint 2
  • 3.
  • 4.
    But wait, then whyare we here? RESULTS 4
  • 5.
    Secret # 1:Adoption is not the end game
  • 6.
    We built it,why don’t users just come? 6
  • 8.
    Features that engage     Likesand Ratings Feedback Helpful Hints Search that works! 8
  • 9.
    Content that engages    Well-written Accurate,useful, timely, relevant Addresses the point http://tiny.cc/ContentAuthoring 9
  • 10.
    Secret # 3:It’s personal
  • 11.
    Adoption in FourWords Me Mine Ours Focused 11
  • 12.
  • 13.
    Why is itdifficult to adopt new technologies? Delayed No Gratification Guarantees Squishy Benefits 13
  • 14.
  • 15.
    Why is changeso hard?  Comfort with the status quo   Discomfort with being forced to change   “This is how we’ve always done it … and it works for me.” “I’m not broken, why are you trying to fix me?” No personal benefit  “Sure, I see why the big-wigs would want this, but what’s in it for me?” 15
  • 16.
    Ease in tochange …     Start small Keep it simple Consider your culture Consider the “long wow”– help users create new habits 16
  • 17.
    … and engagesome helpers …  Identify and engage your Mikeys 17
  • 18.
    Secret # 6:It’s all about comfort 18
  • 19.
    Have a trainingroadmap – to increase user comfort Don’t assume it’s intuitive One size does not fit all Don’t try to train all at once 19
  • 20.
    Supplement with timely,recurring fun …  SharePointoberfest - inebriate while you collaborate!  CollaBOOration - A Ghoulish Guide to Metadata  SharePointgiving - Give thanks to document workflow and approval 20
  • 22.
  • 23.
    Launch ideas thatworked … mostly 23
  • 24.
  • 25.
    Persistent communications thatrocked 30 for 30 Get Sharp on SharePoint Intercept requests for communication via email – help with ongoing transition 25
  • 26.
    Tested ideas foryour communications plan             Regular “on site events” – Polls on Mondays, Conversation Topic of the Week on Tuesdays, Employee Spotlights on Wednesdays, Trivia on Fridays Leverage existing meetings and events Create (and use) an “anecdote” bank Target your messages Did you know …? (tip of the day) Portal Minute at the start of company meetings Weekly recap “Look what they did” success stories Cafeteria table toppers Message board/break room announcements or posters Desktop wallpaper Usability testing 26
  • 27.
    Secret # 8:It’s about support
  • 28.
    It takes avillage Seed the organization with evangelists  Pilot team  Volunteers  Employee advocates Plan ongoing support  Office hours  Center of Excellence  Training and Documentation Make sure the help desk is prepared 28
  • 29.
    Secret # 9:It’s about fun!
  • 30.
    Incentives and rewardshelp kick-start …  Key Influencer Strategy    Someone important Model the behavior Fun Stuff       Scavenger Hunt Launch Video Points, Badges, Prizes Five for Five “Profile Week” Photo Booth 30
  • 31.
    … and gamificationcan help maintain engagement … in the right situations Gamification is the application of game elements and game mechanics to nongame problems, such as business and social impact challenges. 31
  • 32.
    Game elements: Points,Badges, Leaderboards 32
  • 33.
    Is gamification appropriatefor your business challenge?     Motivation: Where would you derive value from encouraging behavior? Meaningful choices: Are your target activities sufficiently interesting? Structure: Can the desired behaviors be modeled through a set of algorithms? Potential conflicts: Can the game avoid conflicts with existing motivational structures? 33
  • 34.
  • 35.
    Allow users toprovide feedback     User feedback helps identify where you’ve got adoption challenges Provide an opportunity to provide feedback on every page of your site Get up out of your desk and ASK for feedback! Conduct usability tests and LISTEN to what people say but WATCH what they do 35
  • 36.
    Secret # 11:You’re never done
  • 37.
    Secret # 12:It’s about sharing
  • 38.
    The Secrets 1. Adoption isnot the end game 2. Adoptable solutions solve real problems 3. It’s personal 4. You can prepare 5. It’s about change 6. It’s about comfort 7. It’s about communications 8. It’s about support 9. It’s about fun! 10. It’s about listening 11. You’re never done 12. It’s about sharing 38
  • 39.
    Questions? Don’t forget toenter your evaluation of this session using EventBoard! Thank you!
  • 40.
    User Adoption Resources  General   ReadUser Adoption Strategies: Shifting Second Wave People to New Collaboration Technology by Michael Sampson Jakob Nielsen’s Alertbox: http://www.useit.com/alertbox/ (Current Issues in Web Usability)   Reference article published 3/4/13 about social features on intranets: http://www.nngroup.com/articles/intranet-social-features/ SharePoint       Essential SharePoint 2013 Essential SharePoint 2010 Practical Framework for SharePoint Metrics DiscoverSharePoint.com SharePoint Server 2010 Adoption Best Practices White Paper (http://bit.ly/acLyla) www.nothingbutsharepoint.com 40
  • 41.
    A rose byany other name … One Carlyle Team Carlyle My Carlyle The Grid Connect The Core The Seabag PERKolator (blogs) Orchard (intranet) The Pulse The Cupboard 41