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Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)

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You want the most out of your investment in SharePoint – a highly adopted, effective and easy-to-use solution. Achieving these objectives requires more than technical skills and knowledge of the inner-workings of SharePoint features – it requires an understanding of user problems and goals as well as a process that keeps the user at the center of the lifecycle. If you are like many organizations implementing SharePoint, you are using “surrogates” to represent user requirements, collecting inadequate user information and not engaging users later in the design and development process. If this sounds familiar, you may be headed toward a costly redesign.

This session defines both User Centered Design (UCD) and User Experience (UX) concepts and provides tangible methods that incorporate users into your process without compromising business goals.

Published in: Design
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  • Great presentation Marcy! Any Advice for a SharePoint 2010 SCA with limited HTML, JAVA and CSS skills?
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  • Outstanding job, Marcy - thanks so much for the share.
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  • @ruveng Thanks Ruven!
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Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)

  1. 1. Know Thy User The Missing Ingredient in SharePoint SolutionsPresented by Marcy Kellar
  2. 2. My Name is Marcy KellarI Live In IndianapolisI Solve ProblemsSometimes I Blog TheSharePointmuse.comMostly I Tweet @marcykellar
  3. 3. Agenda • MY STORY • WHY USERS ARE MISSING • DEFINING THE BUZZWORDS • USER CENTERED DESIGN + SHAREPOINT WALKTHROUGH • Q&A *resources av ailable at end of slide deck
  4. 4. THIS IS ME AT WORK
  5. 5. SharePoint SchmarePoint Will it Fix MyDreadful Task?
  6. 6. DREADFUL TASK IN PROGRESS
  7. 7. DISASTER
  8. 8. I DREADED GOING TO WORK
  9. 9. THEN CAME SHAREPOINT
  10. 10. THISIS WHATWE DID
  11. 11. USER CENTERED DESIGN (UCD) EVALUATE RESEARCH DESIGN CONCEPT
  12. 12. SUCCESS!!!2500+ USERS ADOPTED4 PROCESSES INTEGRATED6 MONTHS TO LAUNCH*1 HACKED SHAREPOINT SITE1 RECOMMENDATION*NOT BAD CONSIDERING FDA AUDIT
  13. 13. LESSONSLEARNED
  14. 14. LESSONS SHAREPOINT SOLVES USERS PROBLEMSLEARNED UCD METHODS = USABLE SOLUTIONS A NOVICE CAN DO IT (WITH GUIDANCE) SHAREPOINT + UCD CHANGES LIVES
  15. 15. WHEREHAVE ALL THEUSERS GONE?
  16. 16. 1. Not Talking To Users
  17. 17. 2. Focus on Features
  18. 18. 3. User Surrogates
  19. 19. 4. No Feedback Mechanism (or Plan to Iterate)
  20. 20. 5. Testing Too Late
  21. 21. 6. Usability At the End of The Project
  22. 22. HOW DOES USER CENTERED DESIGN RELATE TOUSER EXPERIENCE, USER INTERFACE AND USABILITY?
  23. 23. Too Many BuzzWords
  24. 24. BREAKFAST.
  25. 25. BREAKFAST.
  26. 26. USER
  27. 27. USER CENTERED DESIGN (UCD) How do you currently approach breakfast? What do you expect to eat?Do you have any challenges eating breakfast?
  28. 28. USER INTERFACE (UI)
  29. 29. USABILITYwww.latenightwithjimmyfallon.com
  30. 30. USER EXPERIENCE (UX)
  31. 31. USER CENTERED DESIGN (UCD) Did this meal meet your expectations?What could be better about the experience?
  32. 32. SHAREPOINT + UCDWALK-THROUGH
  33. 33. USER CENTERED DESIGN (UCD) EVALUATE RESEARCH DESIGN CONCEPT
  34. 34. You can use an eraseron the drafting table ora sledge hammer on theconstruction site.— Frank Lloyd Wright
  35. 35. Challenges TIME MONEY RESOURCES
  36. 36. There Are Many UCD Methodshttp://project.cmd.hro.nl/cmi/hci/toolkit/index.p http://www.usabilitynet.org/tools/methods.htmhp
  37. 37. Research QUANTITATIVE • TELLS YOU WHAT (DATA) QUALITATIVE • TELLS YOU WHY (ANECDOTAL)
  38. 38. PLAN & VISION
  39. 39. Stakeholder Meeting
  40. 40. COMPETITIVE ANALYSIS
  41. 41. Competitive Analysis (Look at What Others Are Doing) http://www.nngroup.com/articles/intranet-design/
  42. 42. USER RESEARCH
  43. 43. User Interviews
  44. 44. Contextual Inquiry Pay attention to what users do, not what they say. ~Jakob Nielsen
  45. 45. Personas
  46. 46. Know thy user, andyou are not the user.— Arnie Lund
  47. 47. Personas Stakeholder Interviews PERSONAS
  48. 48. Forensic Research (Log File Analysis)
  49. 49. Just because nobodycomplains doesn’tmean all parachutesare perfect.— Benny Hill
  50. 50. FUNCTIONAL REQUIREMENTS
  51. 51. Card Sorting
  52. 52. CONCEPTUAL DESIGN
  53. 53. Sketches and Paper Prototypes
  54. 54. Wireframes Created with Mockflow
  55. 55. PROTOTYPES
  56. 56. Prototypes Created with Axure
  57. 57. USABILITY TESTING
  58. 58. “Think Aloud” TechniqueGraphic from Rocket Surgey Made Easy, S. Krug
  59. 59. TESTING WITH JUST 5 USERS CAN FIND 85% OF YOUR SITES PROBLEMS.Source: NNGroup
  60. 60. Thinking aloud maybe the single mostvaluable usabilityengineering method.— Jakob Nielsen
  61. 61. BENEFITS
  62. 62. IMPROVE UXIDENTIFY OPPORTUNITIESINCREASE PRODUCTIVITY SAVE MONEY
  63. 63. The joy of an early releaselasts but a short time. Thebitterness of an unusablesystem lasts for years.— Anonymous
  64. 64. Usability Testing Personas General ApproachRocket Surgery Made Easy About Face 3: The Essentials Sketching User ExperiencesSteve Krug of Interaction Design Bill Buxton Alan Cooper GOOD READS
  65. 65. UX Project Planning Personas Card Sorting Instructions(smashingmagazine.com) (webcredible.co.uk) (mit.edu)User Centered Design Personas Card SortingMethods (wiki.fluidproject.org) (measuring usability.com)(usabilitynet.org) Creating Personas Card Sorting GuideList of UCD Methods (usability.gov)(usability.net) (boxesandarrows.com)UCD Methods What to Put in a Persona Thinking Aloud TechniqueStakeholder meeting (J.D. Meiers Blog) (project.cmd.hro.nl)(usabilitynet.org) Example Personas Thinking Aloud: The #1User Interviews (stcbok.editme.com)(usabilitynet.org) Usability ToolUser Interview Paper Prototyping (nngroup.com) (usabilitynet.org)Instructions(uxmastery.com) Why You Only Need To Test With 5 Users (nngroup.com) An Intro to Usability Testing RESOURCES (usabilitygeek.com)
  66. 66. User Interviews Card Sorting GeneralMindJet Optimal Workshop Designing the User Experience PosterMindmeister Userzoom.com (http://www.mprove.de) Websort.netPersonasPersona Template (.pdf) Prototyping(wireframes.linowski.ca) BalsalmiqPersona Template (.pdf)(eightshapes.com) Mockflow AxurePersona Template (.ppt)(Boagworld.com) TOOLS & TEMPLATES
  67. 67. THANK YOUCREDITSPhotography by iStock.com and Marcy KellarIllustrations and Comics by Marcy KellarBreakfast Analogy inspired by Ed Leas Infographic Follow Me @marcykellar

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