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Driving SharePoint End-User Adoption: Usability and Performance

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With Wendy Neal, SharePoint Consultant at McGladrey and Andreas Grabner, Performance Advocate of Dynatrace.

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Driving SharePoint End-User Adoption: Usability and Performance

  1. 1. 1 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Wendy Neal, SharePoint Consultant, McGladrey Andreas Grabner, Performance Advocate, Dynatrace Driving SharePoint End- User Adoption: Usability and Performance
  2. 2. 2 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint Site Usability and User Adoption Tips Wendy Neal
  3. 3. 3 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Wendy Neal Senior SharePoint Consultant, McGladrey @SharePointWendy http://wendy-neal.com Contributing Author: • CMSWire • ITUnity
  4. 4. 4 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Basic Website Usability Concepts • The Challenges of User Adoption • Overcoming the Challenges • Key Points to Remember Outline
  5. 5. 5 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Basic Website Usability Concepts
  6. 6. 6 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • According to Steve Krug, websites should be: • Self-evident • Obvious • Self-explanatory Rule #1: Don’t Make Me Think If you remember nothing else about usability, remember this rule!
  7. 7. 7 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Navigation by browsing • Primary navigation • Secondary navigation • Utilities links • Navigation by Searching Types of Navigation
  8. 8. 8 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint 2013 Navigation Areas SearchGlobal Navigation Quick Launch Utilities Menu Page Title
  9. 9. 9 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Concise and consistent primary navigation • Identical no matter where you are • Max 9 links • Secondary links relative to where you’re at • Active links highlighted • Page titles match link names • Breadcrumbs Navigation Best Practices
  10. 10. 10 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Attract attention • Good balance of images and text • Keep content succinct and uncluttered • Place important content “above the fold” Home Page Design
  11. 11. 11 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Typical minimum screen size is 1024 x 768 • Test your site on different screen resolutions • You want to avoid left/right scrolling at all costs! • The “fold” will be in different places depending on screen resolution Design for Different Screen Sizes
  12. 12. 12 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Hyperlink Etiquette Are you linking to… New Window Same Window A site other than yours? Someplace within your site? • To open in a new window or not, that is the question…
  13. 13. 13 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Challenges of User Adoption
  14. 14. 14 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Usability best practices have likely not been followed • Lack of content and information architecture planning Site is hard to use or navigate
  15. 15. 15 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Users don’t understand the purpose of the site • Change management plan has not been created • Users feel like they don’t have any say or importance
  16. 16. 16 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Lack of communication or change management plan • Lack of evangelism or excitement Users don’t know about your site
  17. 17. 17 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Users can’t find what they’re looking for • Search not properly configured/ maintained • Information architecture and/or navigation not set up correctly
  18. 18. 18 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • No one “owns” the content • Not enough time, resources to keep content fresh Content isn’t kept up to date
  19. 19. 19 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Site is slow • Servers don’t have enough resources • Inadequate network bandwidth • Custom code is not optimized • Too many web parts on the page • Bad JavaScript
  20. 20. 20 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Overcoming the Challenges
  21. 21. 21 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • User-friendly SharePoint sites must be designed with good usability principles in mind • Therefore, we must teach our site owners: • Basic usability concepts • What they’re responsibilities are • How to be webmasters of their sites Provide training to site owners
  22. 22. 22 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Designing the Site/Navigation • Setting up the information architecture • Permissions management • User Analytics • Content facilitation • Assisting users with issues Example Responsibilities of a Site Owner
  23. 23. 23 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Don’t forget the end users • Create a change management plan • Get end users involved early • Explain how it will make their job easier (and make sure that it does!) • Provide end user training
  24. 24. 24 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Plan your Information Architecture • Don’t use folders! • Utilize metadata, site columns, and content types, and views • Don’t just dump all the files on your shared drive into SharePoint!
  25. 25. 25 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Lunch and learns • Contests • Set up user alerts • Bulletin boards Promote Your Site
  26. 26. 26 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Announcements • Did You Know? • What’s New? • Quote of the Week • Team Member Spotlight Frequent Updates to Content
  27. 27. 27 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Lead by example • Use SharePoint for your own processes, collaboration and document sharing Eat Your Own Dog Food
  28. 28. 28 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Observe your users’ frustrations and pain points • Be proactive by using a tool to monitor performance and user satisfaction Watch your users
  29. 29. 29 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Key Points to Remember
  30. 30. 30 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Key Points • SharePoint sites have the capability of being user- friendly, IF they are designed properly • Organizations need to provide SharePoint training as well as teach site owners how to be “webmasters” of their sites • And lastly…
  31. 31. 31 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Anything that confuses or frustrates users WILL affect user adoption • Sites that have poor usability • Sites without a clear purpose • Sites that are slow This includes:
  32. 32. 32 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint Performance Health: Checks Beyond CPU and Memory Andreas Grabner, Performance Advocate, Dynatrace
  33. 33. 33 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Andreas Grabner Dynatrace Developer Advocate @grabnerandi http://blog.dynatrace.com
  34. 34. 34 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint Health Checks #1: End User Health: Happy or Frustrated? Desktop or Mobile? #3: System Health: CPU, Memory, Process Distribution, … #2: Site Health: Any Errors? Any Performance Issues? #4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx? #5: AppPool Health: Memory, CPU, GC, Exceptions, Logs … #6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O #7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
  35. 35. 35 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #1: End User Health #1: Geo Location: Where from is SharePoint Accessed? Which Offices? Which Remote Locations? #2: User Environment: Is everyone using IE? How many use Mobile Devices? Bandwidth Issues? #3: Errors: Bad URLs? Bad JavaScript? Missing files?
  36. 36. 36 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #2: Site Health #1: Load: Which sites are used? #2: Failures: Any functional issues? #3: Performance: Meeting our SLAs? #4: Infrastructure: Servers Healthy? #5: End User Index: Happy users?
  37. 37. 37 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #3: System Host Health #1: CPU & Memory: Background Jobs Running? What else is consuming it? #3: Process Check: Which processes are consuming these resources? Need to RE-DEPLOY processes? #2: I/O: Too much logging? Serving too many static files? Data Sync Jobs?
  38. 38. 38 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #4: IIS Health #1: Threads: Enough IIS Worker Threads? Are threads waiting or doing work? #2: Throughput: Enough Bandwidth available? Better Cache Settings? #3: Page Size: Bloated pages? Cache Settings? CDN?
  39. 39. 39 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #5: AppPool Health #1: Memory: Indication of bad Memory Access or Leaks? #2: Garbage Collection: Impact on Performance? #3: Worker Threads: Proper Sizing Configuration?
  40. 40. 40 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #6: SQL & Service Health #2: Connectivity Issues #1: Excessive SQL Roundtrips
  41. 41. 41 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #7: Web Parts #1: Performance: How long does it take to render? #2: Deployment: Missing any Dependencies? #3: Bad Coding: 211 SQL Calls from a single Web Part
  42. 42. 42 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace 3 Steps to Use Dynatrace SharePoint FastPack #1: Register bit.ly/dtsharepointfastpack #2: Install bit.ly/dttutorials #3: Analyze bit.ly/sharepurepath
  43. 43. 43 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Key Points to Take Home #1: End User Health: Happy or Frustrated? Desktop or Mobile? #3: System Health: CPU, Memory, Process Distribution, … #2: Site Health: Any Errors? Any Performance Issues? #4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx? #5: AppPool Health: Memory, CPU, GC, Exceptions, Logs … #6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O #7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
  44. 44. 44 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Want to learn more? Get Tools: bit.ly/dttrial YouTube Tutorial: youtu.be/ImivHaDq0OA Contact Me: agrabner@dynatrace.com Follow Me: @grabnerandi Read More: blog.dynatrace.com www.dynatrace.com/en/sharepoint
  45. 45. 45 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
  46. 46. 46 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace

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