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Sharepoint in a
Complex Business Context
Sarah Barrett, Sharepoint Symposium, November 2015
Why a “complex” business
context?
Getting everyone
on board.
A B
Sender ReceiverChannel
Service UserExperience
Business EmployeeSharepoint
The project:
- Internal portal for underwriters at a personal
insurance company.
- Replatforming, partnered with SharePoint
specialists.
Underwriting 101:
1) Evaluate new policies.
2) Evaluate claims on existing policies.
Mistakes are inevitable.
Your job is to avoid doubling down on them.
Work from shared
experiences.
Set the correct course.
You, too, can do user interviews
1. Master the noncommittal noise.
2. Pause. Longer than you think.
3. Specificity is the soul of narrative.
Force it.
You, too, can do user interviews
Bonus points:
* Talk to the foot soldiers, not the
generals.
* Look for the gut-punch.
1. Master the noncommittal noise.
2. Pause. Longer than you think.
3. Specificity is the soul of narrative.
Force it.
Low-Fi Prototyping
No matter how ugly it is,
it’s too much, too soon.
First define what goes
on a page,
Then decide what’s important.
Iterate to create precedent.
“Good” is a moving target. You pin it down by
establishing precedent.
The issue is
rarely the issue.
Speak to be understood.
Some things aren’t about winning.
Success?
Success?
"First day, it’s already come in handy. Had to find
something and was able to quickly get the process
and check the regulations.”
"The site is also pretty neat since I can find quirks I
didn’t know about."
Adoption starts at the very
beginning.
Thank you!
#SharePointSym
@documentalope
@factorfirm

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Sharepoint in a Complex Business Context