The document outlines a presentation reviewing the Admin - IW Home UX. The goals were to understand the goals and non-goals of the Admin and IW home pages, evaluate the existing UX, and propose design solutions that ensure seamless integration, appropriate information architecture reflecting goals, and consistency in terminology, interaction design, and visual design between the Admin and IW home pages. The presentation included questions and feedback from the reviewer on various slides relating to user research, goals, content, and recommendations for next steps.

2. 2/17/2014
• Requested by Jason on Wed. afternoon to review the
Admin – IW Home UX and evaluate the UX to:
• Understand Goals & Non-Goals for Admin - IW Home Page UX
• Evaluate existing UX and propose design solutions that:
• Ensure seamless integration of Admin - IW Home Page UX
• Ensure IA reflects goals of Admin - IW Home Page UX
• Ensure consistency for the following:
• IA
• Terminology
• Interaction Design
• Visual Design
Presenter Request
For the next 60 min.
Think of me as an external consultant seeing this UX for the first time who was
given 1.5 days to review the current state of the Admin – IW Home Page UX.
Write down any questions or concerns you have and the slide no. and we’ll address
questions after the presentation. | Thanks!
2

3. 17-Feb-14
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
3

4. 17-Feb-14
•
•
Admin
No Welcome Image?
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
4

5. 17-Feb-14
•
•
Admin
No Welcome Image?
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
5

6. 17-Feb-14
•
•
Admin
•
No Welcome Image?
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
6

7. 17-Feb-14
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
No Welcome Image?
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
IW
7

8. 17-Feb-14
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
No Welcome Image?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
IW
8

9. 17-Feb-14
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
No Welcome Image?
Why is connect not
included on this
page and in the
Nav?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
IW
9

10. 17-Feb-14
Secondary Nav?
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
No Welcome Image?
Why is connect not
included on this
page and in the
Nav?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
IW
10

11. 17-Feb-14
Secondary Nav?
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
Why is this useful to the IW?
No Welcome Image?
Why is connect not
included on this
page and in the
Nav?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
11

12. 17-Feb-14
Secondary Nav?
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
Why is this useful to the IW?
No Welcome Image?
Why is connect not
included on this
page and in the
Nav?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
What’s driving this
content? Do we
have user research
stating that these
are top tasks?
12

13. 17-Feb-14
Secondary Nav?
•
•
Admin
•
How is the Get Started section uniquely different from
the Welcome/Learn to section on the IW Home Page?
Can we consolidate UI and make the content dynamic as
users become more proficient?
Can we use this space for upselling as well? (add a
Connect section?)
IW
What’s driving this
content? Do we
have user research
stating that these
are top tasks?
Why is this useful to the IW?
No Welcome Image?
Why is connect not
included on this
page and in the
Nav?
Overall layout and visual design
differs with the established visual
design with the exception of
parts of the header.
•
•
Remove Left
Hand
Navigation and
integrated into
page –orMove
secondary level
navigation to
appear under
Admin to be
create
more content
real estate.
How important
is sending
feedback to our
customers? This
should be less
prominent.
The user should be
informed if these
are necessary or
nice to have. Is this
appropriate content
for the Connect
section?
MY BIG QUESTIONS…
What are the user’s goals?
What data do we have?
What data has been incorporated?
What research have we conducted?
Do we need more user research?
What are the best practices in home page design at MS and elsewhere?
Can we use this information to improve the design?
What do these pages have in common?
What differs between these pages?
13

15. 17-Feb-14
Admin (not currently in the spec)
Goals
• Answer the question: What is this place?
• Don’t get in repeat visitors way
(page hierarchy optimized by frequency of use)
• Show what’s new and how to learn more about it (info
panels)
• Provide access to the primary & secondary navigation (top
nav, left nav)
• Quick glance system status (licensing module, service
health module
Non-Goals
• None available.
More BIG Questions…
• How were these goals determined?
• What synthesized user research, user feedback or usability data
was utilized in creating these designs?
• How does this data support the goals and feature’s design to date?
• Do we feel confident that we know the user’s expectations and
needs for this feature?
• What information and tasks does the user expect to see?
• Do we need to conduct user research to better understand the
user’s expectations and needs?
IW
15

16. 17-Feb-14
Admin (not currently in the spec)
Goals
• Answer the question: What is this place?
• Don’t get in repeat visitors way
(page hierarchy optimized by frequency of use)
• Show what’s new and how to learn more about it
(info panels)
• Provide access to the primary & secondary navigation (top
nav, left nav)
• Quick glance system status (licensing module, service
health module
Non-Goals
• None available.
Recommendation
• Before beginning to design a UX, ensure that synthesized user
research and feedback and usability data has been synthesized,
prioritized and incorporated into the creation of the feature’s goals.
• Use this data to support our design decisions and meet and exceed
our user’s expectations.
• Collaborate to create a single list of goals and indicate specifics for
Admin vs. IW UX.
• Specs should include information of links to personas and synthesized
user data, examples of competitors and best practices, etc.
• Schedules should include time for user research, design exploration
and usability testing.
IW
16

18. 17-Feb-14
First Use (R3)
Subsequent Uses
• Green box indicates content changes based on use
18

19. 17-Feb-14
First Use
Subsequent Uses
• Green box indicates content changes based on use
19

21. 2/17/2014
TODAY
•
Create a list of common goals based on existing information and articulate a
design solution.
NEXT STEPS
•
Ensure that synthesized user research, feedback and usability data has been prioritized
and incorporated into the creation of the feature’s goals. Identify if New! user research
is necessary and when it could be conducted?
•
Understand what information and tasks are important to our users and its reference
frequency.
•
Use this data to support our design decisions and meet and exceed our
user’s expectations.
•
Explore designs based on user requirements.
•
Conduct Focus Groups and/or usability testing to ensure we’ve created a design
the meets and exceeds our user’s expectations.
•
Build. Test. Fine Tune. Release. Improve. Refresh.
21

22. 2/17/2014
1.
2.
3.
4.
5.
Get user’s started
Provide links to install necessary downloads to link to client sw
Provide Support
Learn about their services
Allow users to quickly:
1. Check service health
2. Check their service (s) licenses assigned/available
 buy more
6. Learn, Try and Buy more services
7. Build a Community
KISS** - One View that surfaces Role-Based Web Component Content
22

23. 17-Feb-14
Home Mail Sites
7. Build Community
Documents Community
1. Get Users Started
Get Started
SUBSEQUENT USE =
DYNAMIC EDUCTIONAL &
UPSELL CONTENT
When the user returns to this
page after setting up their
company this content will change
to become more educational in
nature to help the Admin fully
utilize all features.
First Use o Download Office Client Connector
Welcome/Get Started
(note: some downloads also included)
quick links
Create a user
Quick Links to
Create an external contact
Frequent Tasks
Create a group
View user list
Subsequent Use (Dynamic Content (Bing widget))
4. Learn/How-to Content
6. Learn, Try and Buy More Services 
Targeted Upsell Messaging
Additionally, we could consider
placing upsell content in this .
users & groups
service settings
Users
[ I ] SharePoint
Groups
[ I ] Exchange
External Contacts
[ I ] Communicator
Domains
[ I ] SharePoint
Synchronization
Identity Federation
[ I ] Exchange
Tasks/Navigation
[ I ] Communicator
subscriptions
Billing
Payments
© 2009 Microsoft Corporation
Privacy
Legal
Feedback
View service requests
status & licensing
Status | Licenses
6. Service Health &
[ I ] Exchange
v
15/20
Licensing, Buy More
[ I ] SharePoint
v
15/20
Assigned/Remaining
[ I ] Directory Synchronization
v
20/20 buy more…
downloads
[ I ] Office Client Connector
2. Downloads
[ I ] Office Subscription 2010
(note: some downloads also included in
1. Get Users Started)
[ I ] Small Business Server Plug-In
[ I ] SharePoint
support
[ I ] Exchange
[ I ] Service Requests
[ I ] Communicator
[ I ] Help
+ more
To be explored…
Should quick links appear in
context of the manage services
and support IA? This would keep
these tasks in context with the
manage services and support IA
keeping the user focused on a
single point of entry/IA.
3. Provide Support
23

24. 17-Feb-14
Home Mail Sites
Documents Community
Get Started
quick links
o Download Office Client Connector
Create a user
Create a group
Create an external contact
View user list
View service requests
status & licensing
Status | Licenses
Assigned/Remaining
[ I ] Exchange
15/20
[ I ] SharePoint
manage services
v
v
15/20
[ I ] Directory Synchronization
v
20/20 buy more…
downloads
users & groups
service settings
Users
[ I ] SharePoint
[ I ] Office Subscription 2010
Groups
[ I ] Exchange
[ I ] Small Business Server Plug-In
External Contacts
[ I ] Communicator
Domains
[ I ] SharePoint
Synchronization
[ I ] Exchange
support
Identity Federation
[ I ] Communicator
[ I ] Service Requests
[ I ] SharePoint
[ I ] Help
subscriptions
[ I ] Exchange
Billing
[ I ] Communicator
Payments
+ more
© 2009 Microsoft Corporation
Privacy
Legal
Feedback
[ I ] Office Client Connector
24

25. 17-Feb-14
Home Mail Sites
Documents Community
Get Started
quick links
o Download Office Client Connector
Create a user
Create a group
Create an external contact
View user list
View service requests
downloads
[ I ] Office Client Connector
[ I ] Office Subscription 2010
[ I ] Small Business Server Plug-In
support
[ I ] Service Requests
[ I ] Help
Inbox
Calendar
Edit public sites
Ask it
Store documents
Top Articles
© 2009 Microsoft Corporation
Privacy
Legal
Feedback
25

26. 2/17/2014
• Requested by Jason on Wed. afternoon to review the
Admin – IW Home UX and evaluate the UX to:
• Understand Goals & Non-Goals for Admin - IW Home Page UX
• Evaluate existing UX and propose design solutions that:
• Ensure seamless integration of Admin - IW Home Page UX
• Ensure IA reflects goals of Admin - IW Home Page UX
• Ensure consistency for the following:
• IA
• Terminology
• Interaction Design
• Visual Design
26

27. 17-Feb-14
Admin
Before
After
IW
27