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As part of this full-day workshop, we will aim to learn how design can be
incorporated into our projects
DESIGN IN YOUR ORG
Kanwal Khipple
MWPC
2019
Room 4 - Devoteam - Lumapps
MWCP 2019 – MERCI à nos sponsors
MWCP 2019
SUCCESS IS EARNED NOT GIVEN.
MWCP 2019
MISSION
Disney
WalMart
Fedex
Microsoft
McDonalds
Apple
Nike
Google
Toyota
Every company starts with an idea, and based on that one idea, works hard to build a
culture that helps deliver products and services
produce family fun entertainment
saving people money so they can live better
guaranteed overnight
enable productivity
be your favorite place and way to eat and drink
design best personal computers
inspire athletes
organize information to make it accessible & useful
satisfying ownership experience
MWCP 2019
BRAND IDENTITY
In order to have an effective brand, you need your target audience to associate you
whenever they think of the benefit they are looking to receive
MWCP 2019
DESIGN NEEDS TO BE INCLUSIVE
Individual and group collaboration needs are diverse
MWCP 2019
BRANDS IMPACT TO EXPERIENCE
Ensuring experiences and how users interact with them exemplify your brand
MWCP 2019
SHARED STORIES
Building champions in an organization starts by encouraging and sharing failures
MWCP 2019
NEWS THAT MATTERS…
It can’t just be regional, departmental and corporate news on your homepage anymore. You
need to think about how you will surface team and project news.
MWCP 2019
WHATS IN IT FOR ME
Make intuitive experiences that users can not live without
MWCP 2019
BUILDING EXPERIENCES
Implementing an effective design that drives engagement and speaks to your brand
MWCP 2019
INTRANET IN YOUR POCKET…
What if you could also enable better site experiences on mobile devices. What if you could
design for the user? Extending team or departmental reach.
MWCP 2019
ENGAGEMENT DRIVES INNOVATION
Enabling your champions and leaders to contribute
300+ slides
80+ SharePoint Presentations @ Slideshare.Net/kkhipple
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
Message Me On LinkedIn or Email Kanwal@Khipple.com
SPEAKER | AUTHOR | SUPER GOOD LOOKING
KANWAL KHIPPLE, CEO
@kkhipple
bit.ly/linkedinkk
2014 2015
“My goal is to be able to find content like news, forms,
templates, and research efficiently and with as little friction
from technology tools as possible.”
KEY CHARACTERISTICS
Knowledge Worker
Tech-savvy Independent Goal-Oriented
MEASURES OF SUCCESSBEHAVIOR PROFILE
Consumer Persona
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
ATTRIBUTES
Technical Prowess
Technology Avoidance
Social Engagement
Leadership/ Influence
Openness to Change
Communication
Connection
Collaboration
Consumption
Contribution
 Ability to access content easily
from mobile devices.
 Favorite/frequent content
surfaced for easy access.
 Personalized news for teams and
workgroups.
 Ability to interact with thought
leaders through social networks.
Name Ken
Age 29
Role Associate
Location New York
Education Business Degree
Family Single
EXPECTATIONS:
Locate content or information in
three clicks or less. Locate content
from anywhere, on any device.
Engage with peers and thought
leaders via social media.
Personalization of news and content
based on his teams.
FRUSTRATIONS:
Difficult to sift through search
results/ documents to find the
relevant ones. Obsolete documents
exist within search results. Lack of
connection with both peers and
leaders.
WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
WHAT WE ARE GOING TO COVER TODAY.
TOGETHER, ENCOURAGE DESIGN TO BE INTEGRATED
INTO YOUR PROJECTS AND IMPROVE HOW TO BE A
DESIGN-LED TEAM
THINK ABOUT USABILITY THROUGH THE LENS OF OUR KEY USER PERSONAS
DISCUSS AND COMMIT TO SOME BROAD UX BEST PRACTICES & PRINCIPLES
GET INSPIRED TO THINK OUTSIDE OF THE NORM WITH EXAMPLES
ARTICULATE THE DIGITAL WORKPLACE EXPERIENCE THROUGH WIREFRAMES & SKETCHES
WHAT WE ARE GOING TO COVER TODAY.
A DAY IN THE LIFE
BREAK
GATHERING INSIGHTS
LUNCH
UX PATTERNS
BREAK
DESIGN IN YOUR ORG
9:00am - 10:30am
10:30am - 11:15am
11:00am - 12:15pm
12:15pm - 1:45pm
1:45pm - 2:45pm
2:45pm – 3:00pm
3:00pm – 4:00pm
PRINCIPLES
BUILDING COMMUNITIES
BUILDING A ROADMAP
BUILD VS BUY
PRINCIPLES
What we are going to cover today
MWCP 2019
CREATIVE DESIGN
CONCEPTS
ADOPTION PLAN
STRATEGY APPROACH
We will get an in-depth understanding of the key user needs with regards to search, communication and
collaboration and present a digital workplace roadmap as an approach towards the next phases of your
Office 365 initiative.
STRATEGY
KICK-OFF
STREAMLINED USER
NEEDS ANALYSIS
SUCCESS READINESS
ASSESSMENT
DRAFT PERSONAE /
USER PROFILES
Current State Future State
USER NEEDS
SOLUTIONS &
RECOMMENDATIONS
KEY PAIN POINTS /
CHALLENGES
DIGITAL WORKPLACE
ROADMAP
FINDINGS &
RECOMMENDATIONS
DOCUMENT
OFFICE 365
CONFIGURATION
WORKSHOPS
CREATIVE WORKSHOP
COMMUNICATION &
COLLABORATION
STRATEGY
WORKSHOPS
SUCCESS READINESS
FINDINGS &
RECOMMENDATIONS
INFORMATION
ARCHITECTURE
WORKSHOPS
ADOPTION PLANNING
WORKSHOP
DIGITAL WORKPLACE
ROADMAP
WORKSHOP
MWCP 2019
It would be great to find content easily on the Intranet
using search and be able to access work related
documents and materials while I am out of the office
GOALS
Drive innovation and successful
delivery of projects for my clients.
EXPECTATIONS
Comprehensive digital hub for all
of my workplace productivity
needs. Personalized digital
experience.
FRUSTRATIONS
Difficult to sift through search
results to find relevant content. Not
sure what are the best tools to use
for the job.
“
KEY CHARACTERISTICS
Age
Occupation
Education
Family
Location
41
Consultant
Bachelor’s Degree
Married
United States
FUTURE STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
CURRENT STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
John
Consumer Persona
Strategic Focused Independent
ATTRIBUTES
TECHNICAL PROWESS
TECH. AVOIDANCE
ONLINE EXPERIENCE
SOCIAL
DRIVE
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
Goal Oriented
MWCP 2019
USER STORIES
Capture user needs by personae. Answer the who, what and the why
As a who are you?
I want to… what is your need?
So that… why is it important to you?
John
Find all relevant documents
from a
unified search
I can quickly review the information
and determine what I can reuse or
reference in my work
flip
MWCP 2019Workshops and discussions have helped us prioritize and plan out key activities for the next
quarter
USER NEEDS
0
5
10
15
20
25
30
35
Adoption as a
Service
Digital Hub Intelligent Search Knowledge Sharing Team Cooperation
MWCP 2019
USER NEEDS
Collaboration, Communication and Creative workshop uncovered numerous needs and
wants
Personalize company and team news based on my interests
Personalized
Navigation Automate tasks Digital Workplace support process Enable teams to
automate their processes Digital Workplace Manage Permissions Logical Architecture Easily
search for experts Communications strategy Track the point of contact
Shared Ownership Site Creation Tool Content management strategy Easily and
effectively communicate When-to-use-what guidance Collaborate on
deliverables with my teammates Metadata On-boarding and Off-boarding process
Seamlessly switch between Apps Company communication (news and publications)
Workplace collaboration Access to all information important to me Access to workplace
productivity tools Access to team and project content Personalized content based on employee groupings
Tag documents Expertise search Refine search results Content Search Internal best
practices (SOPs, Playbook) Capture and measure employee engagement Permissions management strategy
MWCP 2019
• Adoption
• Too many tools - Not sure what to use when
• No formal training/support (only peer-to-peer support)
• Lack of governance
• Self-Serve – Communication & Collaboration
• Self-management of workspaces is not available
• Client/Project Knowledge not shared across regions/teams
• Lack of collaboration between teams
• Lack of best practices for documents management
• Technology Enablement
• Technology Infrastructure is slow and cumbersome
• Permissions hard to implement to comply with MSA agreements
• Need direction to migrate documents to SharePoint Online
• Automate Collaboration
• Repetitive tasks are not easy to perform due to large number of applications
• Intelligent Search
• Difficult to find information within the company
• No central place to search for employees
• Employee information and status not up to date
• Digital Hub
• Fractured Corporate Communication (each business line has separate communication)
• Lack of Single Sign-on (10-15 applications to log in every day)
PAIN POINTS
Frequency of the various pain points we’ve heard. Dominated by Culture, Adoption &
Training frustrations, followed by Workplace Communication & Collaboration.
Automate
Collaboration
Digital Hub
Intelligent Search
Adoption
Self-Serve
(Communication &
Collaboration)
Technology
Enablement
MWCP 2019
PRODUCT ROADMAP
As we unearth requests, we will align them based on priority and business value
CORE
COMPONENTS
CONTENTS
2018 Q1 Q2 Q3 Q4
R1 R2
OFFICE 365
BETA PILOT
TOP NAVIGATION
SOLUTION FRAMEWORK
INFORMATION ARCHITECTURE
OOTB BRANDING RESPONSIVE DESIGN
INFORMATION ARCHITECTURE
PAGE LAYOUTSHOME PAGE
TOP NAVIGATION
FOOTER
HERO SLIDER
EMPLOYEE SPOTLIGHT
STAFF DIRECTORY
RESPONSIVE DESIGN
SPOTLIGHT PAGES
SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
MWCP 2019
Intranets
Extranets
Departmental Portals
Functional Areas
Project Group Sites
Team Group Sites
Enterprise Social Network
Document Management
Records Management
And much much more….
DIGITAL WORKPLACE PLANNING…
Intranet planning is a small part of your broader digital workplace planning.
MWCP 2019Empower employees to be productive and engage with their peers through an integrated employee digital
experience
DIGITAL TRANSFORMATION ROADMAP
SELF SERVE DIGITAL HUB AUTOMATE
COLLAB
INTELLIGENT
SEARCH ADOPTION AS
A SERVICE
Empower
employees to
manage and
create teams
Measure and
improve
employee
success
Automate
repetitive tasks
Inform and
engage
employees
Deliver smart
results based
on how you
work
MWCP 2019
APPROACH TO DESIGN SPRINTS
Iterative approach allows us to gather feedback from you sooner, and change course as
needed.
ITERATION 1
Workshops:
• Security and permissions
• Page components
• Navigation
Requirements Doc
Solution Specs Doc
• Site structure and
security model
• Navigation mapping
Wireframes
Workshops:
• News & Events
• Metadata
• Search
Requirements Doc
Solution Specs Doc
• Site structure
• Enterprise Metadata
and Taxonomy
Wireframes
Workshops:
• Custom features
• Personalized experience
• Employee engagement
• Governance
• Adoption
Solution Specs:
• Component functionality
Wireframes
Creative Design
*Governance framework
*Adoption framework
ITERATION 2 ITERATION 3
Foundational elements Current features to keep or improve upon New features/ functions that do not exist today
ANALYSISDESIGN
MWCP 2019
Success readiness is something you can evaluate and it spans roles, programs,
policies, guidance , even incentives and rewards.
AT AN
ORGANIZATIONAL
LEVEL HOW READY
ARE YOU?
PRINCIPLES
BUILDING COMMUNITIES
BUILDING A ROADMAP
BUILD VS BUY
BUILDING COMMUNITIES
What we are going to cover today
MWCP 2019
COMMUNICATION
COLLABORATIONPRODUCTIVITY
Groups Teams
• TIP follow the office 365 roadmap
(roadmap.office.com)
• TIP follow the techcommunity
(https://techcommunity.microsoft.com)
• TIP major release every 2 years
• TIP 4 minor releases every year
• TIP build a visual roadmap of product
features
YOUR ROLE AS A PRODUCT MANAGER
You managing a product not a set of projects
MWCP 2019
INNOVATION BENEFITS ARE MORE INTERESTING…
Continually improving experiences, continuous rollout of new capabilities, continued
integration with more technologies, and much more. (https://roadmap.office.com)
MWCP 2019
PRODUCT ROADMAP
As we unearth requests, we will align them based on priority and business value
CORE
COMPONENTS
CONTENTS
2018 Q1 Q2 Q3 Q4
R1 R2
OFFICE 365
BETA PILOT
TOP NAVIGATION
SOLUTION FRAMEWORK
INFORMATION ARCHITECTURE
OOTB BRANDING RESPONSIVE DESIGN
INFORMATION ARCHITECTURE
PAGE LAYOUTSHOME PAGE
TOP NAVIGATION
FOOTER
HERO SLIDER
EMPLOYEE SPOTLIGHT
STAFF DIRECTORY
RESPONSIVE DESIGN
SPOTLIGHT PAGES
SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
MWCP 2019
Intranets
Extranets
Departmental Portals
Functional Areas
Project Group Sites
Team Group Sites
Enterprise Social Network
Document Management
Records Management
And much much more….
DIGITAL WORKPLACE PLANNING…
Intranet planning is a small part of your broader digital workplace planning.
MWCP 2019Empower employees to be productive and engage with their peers through an integrated employee digital experience
DIGITAL TRANSFORMATION ROADMAP
SELF SERVE DIGITAL HUB AUTOMATE
COLLAB
INTELLIGENT
SEARCH ADOPTION AS
A SERVICE
Empower
employees to
manage and
create teams
Measure and
improve
employee
success
Automate
repetitive tasks
Inform and
engage
employees
Deliver smart
results based
on how you
work
MWCP 2019
CONSUMER
A day in the life of Ken the Associate
Offices
INTRANET
Practices
Departments Communities
Ken logs into intranet and
starts his day by skimming
the homepage newsfeeds.
Ken sees that his Section
Head has received recognition
and ‘Likes’ the article.
Ken looks for a pitch deck
to reuse for a proposal he
has been assigned.
1
2
3
Ken reads up on where to stay
in Dallas, since he’s visiting
there to deliver the pitch.
4
COEs
MWCP 2019
COMMUNICATOR
A day in the life of Gail the HR Manager
Offices
INTRANET
Practices
Departments Communities
Gail logs into Intranet and notices she has
a task due today. She must prepare an
article about a new HR initiative.
Gail creates the news page under
the HR Dept site and schedules it
to be published next week.
1
2
COEs
Gail closes the
task in Outlook
3
Gail navigates to University to
ensure that supplementary
and training information is
available in advance.
4
MWCP 2019
COLLABORATOR
A day in the life of David the Partner.
Offices
Intranet
Practices
Departments
CommunitiesDavid navigates to his
Section to read the
latest practice news.
3
COEs
David opens Planner online
to check the status of the
Matters he is managing
2
David opens Outlook
online and checks his
email and schedule
1
David searches for a policy
using the keyword search
4
David checks who’s visiting his
office this week and plans to
introduce himself
5
MWCP 2019
COMMUNICATION
Publishing firm-wide news and events and providing users a personalized view based on their
followed communities.
Communicator
“I want to publish firm news and events to keep my
colleagues informed of what’s going on.”
Consumer
“I want to be able to select and manage my
followed communities so that I can personalize my
view of the homepage news and events.”
Consumer
“I want to see a calendar view of all events within a
community that I follow.”
MWCP 2019
COMMUNITY ENGAGEMENT
People-centered news, engaging social features, and a searchable firm directory all contribute to
fostering the idea of ‘One Team’.
Communicator
“I want to showcase community news and events to
raise awareness of initiatives and foster our ‘One
Team’ community.”
Consumer
“I want to be able to socially interact with news
pages, such as ‘Liking’ and commenting.”
Connector
“I want access to a searchable firm directory to easily
look up the contact information and skills of my
colleagues.”
MWCP 2019
SEARCH
Predictive search with integrated directory and search scopes.
Consumer
“I want a consistent keyword search across all
pages so that I can search all SharePoint content
from anywhere in Intranet.”
Consumer
“I want a predictive search experience so that I see
real-time results as I type my query.”
Connector
“I want to see people that match my search query
appear in the predictive search.”
MWCP 2019
COLLABORATION
Easy content sharing and project/matter task tracking.
Collaborator
“I want to see a dashboard of tasks
associated with my projects and
matters so that I can manage my team
effectively.”
Contributor
“I want users to share links to content
instead of sending attachments so that
they are always referencing the latest
version.”
MDMS
Intranet
MWCP 2019
SHOWCASE EXCELLENCE
University COE and a metadata model to facilitate search, sorting and filtering.
Consumer
“I want to see all training and learning resources from
around the firm in one centralized place (University)
so that I don’t have to search for this information in
various locations.”
Contributor
“I want to use enterprise metadata to facilitate search
and better target content the right audiences.”
Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Corporate culture &
philosophy embodied
through thoughtful
navigation patterns
• Highly contextual and
predictive search inline
within navigation
Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Consolidating content
streams from across an
organization
• Allowing users to discover
and subscribe to relevant
content more naturally
(suggested content
channels)
Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Simplified navigation and
business application
notification tie-ins
• Creating a centralized
‘feed’ from multiple
sources and content types
Reimagining the Digital WORKPLACE through catered functionality, personalization and branding.
• Integration of workplace
features and functionality
• 360° branding throughout
experience
Office 365 & Art of the Possible
Office 365 & Art of the Possible
Office 365 & Art of the Possible
“Our brand will only ever be the
memory of the experience our
people had when interacting with us”
Steve Sammartino
Experience is branding.
Valuable
Desirable
Accessible
Credible
Findable
Usable
Useful
User Experience Honeycomb: A Framework for Evaluating Your Digital Workplace Experience
PRINCIPLES
BUILDING COMMUNITIES
MOST POPULAR COMPONENTS
BUILD VS BUY
What we are going to cover today
BUILDING A ROADMAP
MWCP 2019
WHY CULTURE
Iterative and just in time approach to adoption
MWCP 2019
COMMUNICATION
COLLABORATIONPRODUCTIVITY
Groups Teams
YOUR ROLE AS A PRODUCT MANAGER
• TIP follow the office 365 roadmap (roadmap.office.com)
• TIP follow the techcommunity (https://techcommunity.microsoft.com)
• TIP major release every 2 years
• TIP 4 minor releases every year
• TIP build a visual roadmap of product features
You managing a product not a set of projects
MWCP 2019
INNOVATION BENEFITS ARE MORE INTERESTING…
Continually improving experiences, continuous rollout of new capabilities, continued
integration with more technologies, and much more. (https://roadmap.office.com)
MWCP 2019
PERSONAS
A review of user personas
Manager
“My goal is to break
down communication
barriers internally and
publish firm news quickly
and easily.”
Communicator
Assistant
“My goal is to support
Partners and Associates
within the organization
by connecting them with
the right individuals and
the right content.”
Connector
Partner
“My goal is to be as
effective as possible in
managing my section. I
want to know the status
of various matters and
what issues my team
members are facing.”
Collaborator
Associate
“My goal is to be able to
find content like news,
forms, templates, and
research efficiently and
with as little friction from
technology tools as
possible.”
Consumer
Support Staff
“My goal is to ensure
that employees reference
the latest and greatest
material from around the
firm. I want Intranet to
be the go-to tool for
administrative content.”
Contributor
MWCP 2019
INTRANET ROADMAP
The new and custom features and their primary/secondary personas, across 3 releases.
RELEASE 1 RELEASE 2 RELEASE 3
Feedback mechanism for
content owners.Community site calendars.
Amalgamated firm calendar.
Buy and Sell bulletin board
Publish firm-wide news and
events.
Social engagement (Likes and
Comments) on news pages.
Staff directory within
predictive keyword search
‘Follow’ communities for
personalized activity feed
Matter dashboard for who is
working on what matters
Client dashboard for past,
current, and prospective clients
Upload, edit, and share
Intranet content with my team.
Predictive search
Social photo collage
Custom search scopes and
refiners
University Center of Excellence Enterprise metadata model
MWCP 2019
ACCENT COLORS
More use of accent color for more visual energy
New theme
color application via
background
colors provide visual
interest and
organization
Out-of-the-box
themes provide 120
theme color
combination options
Shy header creates
more room for content
consumption
MWCP 2019
PAGE DESIGNS
Provides for saving a page within the same site so others can repeat the content
structure
MWCP 2019
CENTRAL ASSET LIBRARY
provide easy access to your organization’s approved images that can be leveraged by
everyone.
When a person needs an approved
image, or one that was purchased
for licensed use throughout the
intranet.
Click on “Your organization” and
navigate files and folders of assets
that are centrally managed for use
in title regions and the Image
webpart.
MWCP 2019
PUBLISHING LITE
Use modern pages/news whenever possible. It is richer with sharing, personalization,
integration and more.
MWCP 2019
INSIGHTFUL NEWS
Some controls like the hero spotlight or the ability to pin documents to the top of a
library can be great ways to spotlight key content and are quite intuitive.
MWCP 2019
CONTENT PUBLISHING
Fast and improved news/page authoring builds on what is already available. Microsoft
provides many new client side web parts.
WYSIWYG authoring
Multi-column sections
Drag/ drop editing
RTE & Paste support
OOB web parts
Page Templates
MWCP 2019
HEADER
Continued updates are coming to customize header sizes
Minimal Header
Compact Header
Strongly branded
MWCP 2019
FOOTER
Continued updates are coming for managing links in the footer
Extended
Simple
Stacked
SPFx solution using PnP
footer extended
(personal links)
MWCP 2019
MEGA MENU
enable you to better organize and showcase the related content and sites associated
under that hub site.
COMING SOON
Limited to site collection
TOP OF MIND
Global mega menu
MWCP 2019
SECTION BACKGROUND
ability to change the background color
MWCP 2019
UNIVERSAL SEARCH
Search will be removed from the site header to the Office 365 Suite bar
Current suite header
Coming soon suite header with universal search
MWCP 2019
FLUENT USER EXPERIENCE
A preview of Fluent design language
MWCP 2019
FOLLOWED COMMUNITIES
RELEASE 1
• Users will use SharePoint ‘follow’
feature to subscribe to the activity they
want to see in the activity feeds.
• Assumption is that all users will
automatically ‘follow’ all of the Admin
Departments.
• If user does not set their preferences,
they see all activities by default.
• Setting a preference does not exclude
user from seeing those activities if they
navigate to that specific community
site.
I want to be able to select and manage my followed communities so that I can view the activities that are
most relevant to me.
MWCP 2019
USER ONBOARDING EXPERIENCE
RELEASE 1 RECOMMENDATION
• Pre-assign users to the communities
they should follow based on their
user profile.
• Confirm these communities using a
basic dialog prompt when the user
logs into Intranet for the first time.
Ensuring that users are following the communities that are relevant to them.
WELCOME TO THE NEW AND
IMPROVED Intranet!
Use the ‘Follow’ feature at the top of
Intranet’s sites to include news and
events from these sites in your view of
the homepage news and events.
Ok, I’m ready to start following…
MWCP 2019
PERSONALIZE MY VIEW
RELEASE 2
• ‘Personalize My View’ could be
managed as a custom interface
to manage all followed sites
from one easy screen.
• Could also display:
• Number of followers
• Suggested communities
• Trending communities
I want to be able to select and manage my followed communities so that I can view the activities that are
most relevant to me.
OFFICES
COMMUNITY GROUPS
PRACTICES
COMMITTEES
Austin
Connecticut
Dallas
Dubai
Houston
London
New York
San Antonio
Seattle
Washington, DCFOLLOWING
FOLLOWING
FOLLOW +
FOLLOW +
FOLLOW +
FOLLOW +
FOLLOW +
FOLLOW +
FOLLOW +
FOLLOW +
MWCP 2019
MY LINKS
TOP LINKS
• For Release 1, Top Links can be curated – list manually
selected based on past metrics to popular pages.
• In future release, Top Links can be based on real-time data
(either most-saved links, or highest page hits, etc.)
I want to be able to save My Links so that I have easy access to the pages, documents, or
external links that I use the most.
MY SAVED LINKS
• Links can be from Intranet (site, page,
doc) or any external URL
• Links can be manually re-ordered by the
user.
MWCP 2019
SITE SCOPED ANALYTICS…
Office 365 brings insights to users throughout the experience.
MWCP 2019
ANALYTICS…
The trend for surfacing more actionable analytics to teams, and users will continue.
TIP educate content owners on the metrics
they have available
TIP ensure metrics have clear actionable next
steps
MWCP 2019
ANALYTICS…
http://Office365Metrics.com contains guidance on ways to measure Office 365 &
samples of common business impacts it can drive.
TIP ensure everyone understand what metrics
that are available in Office 365 and Azure
TIP align metrics based on your business
impacts
TIP define baseline by capturing metrics prior
to your launch
MWCP 2019
ANALYTICS…
Far more is tracked today than ever before, and better reporting is continually being made
available to help make sense of all this data.
TIP take advantage of Power BI adoption
content pack for the initial launch of your
portal
TIP review 70+ activities that are tracked and
accessible via the Audit Log search
functionality
MWCP 2019
SITE SCOPED ANALYTICS…
Office 365 brings insights to users throughout the experience.
MWCP 2019
DOCUMENT SCOPED ANALYTICS…
Office 365 brings insights to users throughout the experience.
Give you guidance and recommendations to successfully measure & share
the business impact and value of Office 365 http://Office365Metrics.com
DOWNLOAD TO MEASURE
BUSINESS IMPACT & ROI OF
OFFICE 365 WHITEPAPER
PRINCIPLES
BUILDING COMMUNITIES
MOST POPULAR COMPONENTS
BUILD VS BUY
What we are going to cover today
BUILD VS BUY
MWCP 2019
CUSTOMIZE, BUILD OR BUY?
There are limitations with each approach, so choose wisely
MWCP 2019
CHANGE THE LOOK OF SHAREPOINT
• You can quickly and easily customize the look of your SharePoint site to reflect
your professional style and brand.
MWCP 2019
OOTB
70% of corporate intranets are developed on the Microsoft SharePoint platform
MWCP 2019Create experiences in minutes by giving power back to your users
MWCP 2019Feature package with multilingual support and dedicated mobile app
2019 Winner
Best Intranet/Extranet Award
2019 Winner
MWCP 2019
STARTER KIT
This is a solution designed for SharePoint Online to inspire you for your own customizations.
https://github.com/SharePoint/sp-starter-kit
OBJECTIVES
Automated provisioning of simple demo content within a
communication site
Automated provisioning of the whole solution to any
tenant within minutes
Automated configuration of Site Scripts and Site Designs
at the tenant level using the PnP Remote Provisioning
engine
Implementation of different customizations for SharePoint
Online
Usage of Office UI Fabric and reusable PnP SPFx controls
within the customizations
MWCP 2019
CUSTOMIZATION OR CONFIGURATION?
Be aware of the limitations to what you can customize and what you can configure
CONFIGURE
CONFIGURE / CUSTOMIZE
CONFIGURE
CONFIGURE / CUSTOMIZE
CONFIGURE / CUSTOMIZE CONFIGURE
MWCP 2019
SHAREPOINT MODERNIZATION SCANNER
Using this scanner you can prepare your classic sites for modernization
Transform classic
pages to modern
client-side pages
http://bit.ly/githubspmodernizationtool
My twitter handle is @kkhipple and I work at
Thank You!
Organizers, Sponsors and You for making this possible.
50+ SharePoint Presentations @ Slideshare.Net/kkhipple
When to Use What Whitepaper @ WhentoUseWhat.com
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
External Sharing w/ Office 365 Whitepaper @ Office365Extranets.com
and more!
Message Me On LinkedIn or Email Kanwal@Khipple.com
SPEAKER | AUTHOR | SUPER GOOD LOOKING
It goes into much greater depth and can be found at WhenToUseWhat.com
DOWNLOAD THE WHEN TO USE
WHAT IN OFFICE 365 ENTERPRISE
USER GUIDANCE WHITEPAPER!
Microsoft Teams Enterprise
Guidance coming soon
Give you guidance and recommendations to successfully plan and
implement an Office 365 Intranet http://office365intranets.com
DOWNLOAD INTRANETS WITH
OFFICE 365 WHITEPAPER!
Give you guidance and recommendations to successfully measure & share
the business impact and value of Office 365 http://Office365Metrics.com
DOWNLOAD TO MEASURE
BUSINESS IMPACT & ROI OF
OFFICE 365 WHITEPAPER
Give you guidance and recommendations to improve external sharing and
collaboration http://office365extranets.com
DOWNLOAD TO OFFICE 365
EXTERNAL SHARING
WHITEPAPER
Give you guidance and recommendations to successfully plan and improve
Office 365 adoption http://Office365Campaigns.com
DOWNLOAD DRIVING
OFFICE 365 ADOPTION
WHITEPAPER
It goes into much greater depth and can be found at
Office365Intranets.com
DOWNLOAD OUR 100+ PAGE
WHITEPAPER ON INTRANETS
WITH OFFICE 365
MWCP 2019
INTRANET STRATEGY…
As an organization you need to ensure that you build a great foundation and focus on
the right areas
EMPLOYEE
ENGAGEMENT
GOVERNANCE`

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Design in your org part of Designing Experiences in #Office365 #mwcp19

  • 1. LED BY: As part of this full-day workshop, we will aim to learn how design can be incorporated into our projects DESIGN IN YOUR ORG Kanwal Khipple MWPC 2019
  • 2. Room 4 - Devoteam - Lumapps MWCP 2019 – MERCI à nos sponsors
  • 3. MWCP 2019 SUCCESS IS EARNED NOT GIVEN.
  • 4.
  • 5. MWCP 2019 MISSION Disney WalMart Fedex Microsoft McDonalds Apple Nike Google Toyota Every company starts with an idea, and based on that one idea, works hard to build a culture that helps deliver products and services produce family fun entertainment saving people money so they can live better guaranteed overnight enable productivity be your favorite place and way to eat and drink design best personal computers inspire athletes organize information to make it accessible & useful satisfying ownership experience
  • 6. MWCP 2019 BRAND IDENTITY In order to have an effective brand, you need your target audience to associate you whenever they think of the benefit they are looking to receive
  • 7. MWCP 2019 DESIGN NEEDS TO BE INCLUSIVE Individual and group collaboration needs are diverse
  • 8. MWCP 2019 BRANDS IMPACT TO EXPERIENCE Ensuring experiences and how users interact with them exemplify your brand
  • 9. MWCP 2019 SHARED STORIES Building champions in an organization starts by encouraging and sharing failures
  • 10. MWCP 2019 NEWS THAT MATTERS… It can’t just be regional, departmental and corporate news on your homepage anymore. You need to think about how you will surface team and project news.
  • 11. MWCP 2019 WHATS IN IT FOR ME Make intuitive experiences that users can not live without
  • 12. MWCP 2019 BUILDING EXPERIENCES Implementing an effective design that drives engagement and speaks to your brand
  • 13. MWCP 2019 INTRANET IN YOUR POCKET… What if you could also enable better site experiences on mobile devices. What if you could design for the user? Extending team or departmental reach.
  • 14. MWCP 2019 ENGAGEMENT DRIVES INNOVATION Enabling your champions and leaders to contribute
  • 15. 300+ slides 80+ SharePoint Presentations @ Slideshare.Net/kkhipple Intranets w/ Office 365 Whitepaper @ Office365Intranets.com Message Me On LinkedIn or Email Kanwal@Khipple.com
  • 16. SPEAKER | AUTHOR | SUPER GOOD LOOKING KANWAL KHIPPLE, CEO @kkhipple bit.ly/linkedinkk 2014 2015
  • 17. “My goal is to be able to find content like news, forms, templates, and research efficiently and with as little friction from technology tools as possible.” KEY CHARACTERISTICS Knowledge Worker Tech-savvy Independent Goal-Oriented MEASURES OF SUCCESSBEHAVIOR PROFILE Consumer Persona TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App ATTRIBUTES Technical Prowess Technology Avoidance Social Engagement Leadership/ Influence Openness to Change Communication Connection Collaboration Consumption Contribution  Ability to access content easily from mobile devices.  Favorite/frequent content surfaced for easy access.  Personalized news for teams and workgroups.  Ability to interact with thought leaders through social networks. Name Ken Age 29 Role Associate Location New York Education Business Degree Family Single EXPECTATIONS: Locate content or information in three clicks or less. Locate content from anywhere, on any device. Engage with peers and thought leaders via social media. Personalization of news and content based on his teams. FRUSTRATIONS: Difficult to sift through search results/ documents to find the relevant ones. Obsolete documents exist within search results. Lack of connection with both peers and leaders.
  • 18. WHAT WE ARE GOING TO COVER TODAY. A DAY IN THE LIFE BREAK GATHERING INSIGHTS LUNCH UX PATTERNS BREAK DESIGN IN YOUR ORG 9:00am - 10:30am 10:30am - 11:15am 11:00am - 12:15pm 12:15pm - 1:45pm 1:45pm - 2:45pm 2:45pm – 3:00pm 3:00pm – 4:00pm
  • 19. WHAT WE ARE GOING TO COVER TODAY. TOGETHER, ENCOURAGE DESIGN TO BE INTEGRATED INTO YOUR PROJECTS AND IMPROVE HOW TO BE A DESIGN-LED TEAM THINK ABOUT USABILITY THROUGH THE LENS OF OUR KEY USER PERSONAS DISCUSS AND COMMIT TO SOME BROAD UX BEST PRACTICES & PRINCIPLES GET INSPIRED TO THINK OUTSIDE OF THE NORM WITH EXAMPLES ARTICULATE THE DIGITAL WORKPLACE EXPERIENCE THROUGH WIREFRAMES & SKETCHES
  • 20. WHAT WE ARE GOING TO COVER TODAY. A DAY IN THE LIFE BREAK GATHERING INSIGHTS LUNCH UX PATTERNS BREAK DESIGN IN YOUR ORG 9:00am - 10:30am 10:30am - 11:15am 11:00am - 12:15pm 12:15pm - 1:45pm 1:45pm - 2:45pm 2:45pm – 3:00pm 3:00pm – 4:00pm
  • 21. PRINCIPLES BUILDING COMMUNITIES BUILDING A ROADMAP BUILD VS BUY PRINCIPLES What we are going to cover today
  • 22. MWCP 2019 CREATIVE DESIGN CONCEPTS ADOPTION PLAN STRATEGY APPROACH We will get an in-depth understanding of the key user needs with regards to search, communication and collaboration and present a digital workplace roadmap as an approach towards the next phases of your Office 365 initiative. STRATEGY KICK-OFF STREAMLINED USER NEEDS ANALYSIS SUCCESS READINESS ASSESSMENT DRAFT PERSONAE / USER PROFILES Current State Future State USER NEEDS SOLUTIONS & RECOMMENDATIONS KEY PAIN POINTS / CHALLENGES DIGITAL WORKPLACE ROADMAP FINDINGS & RECOMMENDATIONS DOCUMENT OFFICE 365 CONFIGURATION WORKSHOPS CREATIVE WORKSHOP COMMUNICATION & COLLABORATION STRATEGY WORKSHOPS SUCCESS READINESS FINDINGS & RECOMMENDATIONS INFORMATION ARCHITECTURE WORKSHOPS ADOPTION PLANNING WORKSHOP DIGITAL WORKPLACE ROADMAP WORKSHOP
  • 23. MWCP 2019 It would be great to find content easily on the Intranet using search and be able to access work related documents and materials while I am out of the office GOALS Drive innovation and successful delivery of projects for my clients. EXPECTATIONS Comprehensive digital hub for all of my workplace productivity needs. Personalized digital experience. FRUSTRATIONS Difficult to sift through search results to find relevant content. Not sure what are the best tools to use for the job. “ KEY CHARACTERISTICS Age Occupation Education Family Location 41 Consultant Bachelor’s Degree Married United States FUTURE STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER CURRENT STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER John Consumer Persona Strategic Focused Independent ATTRIBUTES TECHNICAL PROWESS TECH. AVOIDANCE ONLINE EXPERIENCE SOCIAL DRIVE TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App Goal Oriented
  • 24. MWCP 2019 USER STORIES Capture user needs by personae. Answer the who, what and the why As a who are you? I want to… what is your need? So that… why is it important to you? John Find all relevant documents from a unified search I can quickly review the information and determine what I can reuse or reference in my work flip
  • 25. MWCP 2019Workshops and discussions have helped us prioritize and plan out key activities for the next quarter USER NEEDS 0 5 10 15 20 25 30 35 Adoption as a Service Digital Hub Intelligent Search Knowledge Sharing Team Cooperation
  • 26. MWCP 2019 USER NEEDS Collaboration, Communication and Creative workshop uncovered numerous needs and wants Personalize company and team news based on my interests Personalized Navigation Automate tasks Digital Workplace support process Enable teams to automate their processes Digital Workplace Manage Permissions Logical Architecture Easily search for experts Communications strategy Track the point of contact Shared Ownership Site Creation Tool Content management strategy Easily and effectively communicate When-to-use-what guidance Collaborate on deliverables with my teammates Metadata On-boarding and Off-boarding process Seamlessly switch between Apps Company communication (news and publications) Workplace collaboration Access to all information important to me Access to workplace productivity tools Access to team and project content Personalized content based on employee groupings Tag documents Expertise search Refine search results Content Search Internal best practices (SOPs, Playbook) Capture and measure employee engagement Permissions management strategy
  • 27. MWCP 2019 • Adoption • Too many tools - Not sure what to use when • No formal training/support (only peer-to-peer support) • Lack of governance • Self-Serve – Communication & Collaboration • Self-management of workspaces is not available • Client/Project Knowledge not shared across regions/teams • Lack of collaboration between teams • Lack of best practices for documents management • Technology Enablement • Technology Infrastructure is slow and cumbersome • Permissions hard to implement to comply with MSA agreements • Need direction to migrate documents to SharePoint Online • Automate Collaboration • Repetitive tasks are not easy to perform due to large number of applications • Intelligent Search • Difficult to find information within the company • No central place to search for employees • Employee information and status not up to date • Digital Hub • Fractured Corporate Communication (each business line has separate communication) • Lack of Single Sign-on (10-15 applications to log in every day) PAIN POINTS Frequency of the various pain points we’ve heard. Dominated by Culture, Adoption & Training frustrations, followed by Workplace Communication & Collaboration. Automate Collaboration Digital Hub Intelligent Search Adoption Self-Serve (Communication & Collaboration) Technology Enablement
  • 28. MWCP 2019 PRODUCT ROADMAP As we unearth requests, we will align them based on priority and business value CORE COMPONENTS CONTENTS 2018 Q1 Q2 Q3 Q4 R1 R2 OFFICE 365 BETA PILOT TOP NAVIGATION SOLUTION FRAMEWORK INFORMATION ARCHITECTURE OOTB BRANDING RESPONSIVE DESIGN INFORMATION ARCHITECTURE PAGE LAYOUTSHOME PAGE TOP NAVIGATION FOOTER HERO SLIDER EMPLOYEE SPOTLIGHT STAFF DIRECTORY RESPONSIVE DESIGN SPOTLIGHT PAGES SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
  • 29. MWCP 2019 Intranets Extranets Departmental Portals Functional Areas Project Group Sites Team Group Sites Enterprise Social Network Document Management Records Management And much much more…. DIGITAL WORKPLACE PLANNING… Intranet planning is a small part of your broader digital workplace planning.
  • 30. MWCP 2019Empower employees to be productive and engage with their peers through an integrated employee digital experience DIGITAL TRANSFORMATION ROADMAP SELF SERVE DIGITAL HUB AUTOMATE COLLAB INTELLIGENT SEARCH ADOPTION AS A SERVICE Empower employees to manage and create teams Measure and improve employee success Automate repetitive tasks Inform and engage employees Deliver smart results based on how you work
  • 31. MWCP 2019 APPROACH TO DESIGN SPRINTS Iterative approach allows us to gather feedback from you sooner, and change course as needed. ITERATION 1 Workshops: • Security and permissions • Page components • Navigation Requirements Doc Solution Specs Doc • Site structure and security model • Navigation mapping Wireframes Workshops: • News & Events • Metadata • Search Requirements Doc Solution Specs Doc • Site structure • Enterprise Metadata and Taxonomy Wireframes Workshops: • Custom features • Personalized experience • Employee engagement • Governance • Adoption Solution Specs: • Component functionality Wireframes Creative Design *Governance framework *Adoption framework ITERATION 2 ITERATION 3 Foundational elements Current features to keep or improve upon New features/ functions that do not exist today ANALYSISDESIGN
  • 32. MWCP 2019 Success readiness is something you can evaluate and it spans roles, programs, policies, guidance , even incentives and rewards. AT AN ORGANIZATIONAL LEVEL HOW READY ARE YOU?
  • 33. PRINCIPLES BUILDING COMMUNITIES BUILDING A ROADMAP BUILD VS BUY BUILDING COMMUNITIES What we are going to cover today
  • 34. MWCP 2019 COMMUNICATION COLLABORATIONPRODUCTIVITY Groups Teams • TIP follow the office 365 roadmap (roadmap.office.com) • TIP follow the techcommunity (https://techcommunity.microsoft.com) • TIP major release every 2 years • TIP 4 minor releases every year • TIP build a visual roadmap of product features YOUR ROLE AS A PRODUCT MANAGER You managing a product not a set of projects
  • 35. MWCP 2019 INNOVATION BENEFITS ARE MORE INTERESTING… Continually improving experiences, continuous rollout of new capabilities, continued integration with more technologies, and much more. (https://roadmap.office.com)
  • 36. MWCP 2019 PRODUCT ROADMAP As we unearth requests, we will align them based on priority and business value CORE COMPONENTS CONTENTS 2018 Q1 Q2 Q3 Q4 R1 R2 OFFICE 365 BETA PILOT TOP NAVIGATION SOLUTION FRAMEWORK INFORMATION ARCHITECTURE OOTB BRANDING RESPONSIVE DESIGN INFORMATION ARCHITECTURE PAGE LAYOUTSHOME PAGE TOP NAVIGATION FOOTER HERO SLIDER EMPLOYEE SPOTLIGHT STAFF DIRECTORY RESPONSIVE DESIGN SPOTLIGHT PAGES SITE DESIGNS HUB SITES PAGE TEMPLATES? ???
  • 37. MWCP 2019 Intranets Extranets Departmental Portals Functional Areas Project Group Sites Team Group Sites Enterprise Social Network Document Management Records Management And much much more…. DIGITAL WORKPLACE PLANNING… Intranet planning is a small part of your broader digital workplace planning.
  • 38. MWCP 2019Empower employees to be productive and engage with their peers through an integrated employee digital experience DIGITAL TRANSFORMATION ROADMAP SELF SERVE DIGITAL HUB AUTOMATE COLLAB INTELLIGENT SEARCH ADOPTION AS A SERVICE Empower employees to manage and create teams Measure and improve employee success Automate repetitive tasks Inform and engage employees Deliver smart results based on how you work
  • 39. MWCP 2019 CONSUMER A day in the life of Ken the Associate Offices INTRANET Practices Departments Communities Ken logs into intranet and starts his day by skimming the homepage newsfeeds. Ken sees that his Section Head has received recognition and ‘Likes’ the article. Ken looks for a pitch deck to reuse for a proposal he has been assigned. 1 2 3 Ken reads up on where to stay in Dallas, since he’s visiting there to deliver the pitch. 4 COEs
  • 40. MWCP 2019 COMMUNICATOR A day in the life of Gail the HR Manager Offices INTRANET Practices Departments Communities Gail logs into Intranet and notices she has a task due today. She must prepare an article about a new HR initiative. Gail creates the news page under the HR Dept site and schedules it to be published next week. 1 2 COEs Gail closes the task in Outlook 3 Gail navigates to University to ensure that supplementary and training information is available in advance. 4
  • 41. MWCP 2019 COLLABORATOR A day in the life of David the Partner. Offices Intranet Practices Departments CommunitiesDavid navigates to his Section to read the latest practice news. 3 COEs David opens Planner online to check the status of the Matters he is managing 2 David opens Outlook online and checks his email and schedule 1 David searches for a policy using the keyword search 4 David checks who’s visiting his office this week and plans to introduce himself 5
  • 42. MWCP 2019 COMMUNICATION Publishing firm-wide news and events and providing users a personalized view based on their followed communities. Communicator “I want to publish firm news and events to keep my colleagues informed of what’s going on.” Consumer “I want to be able to select and manage my followed communities so that I can personalize my view of the homepage news and events.” Consumer “I want to see a calendar view of all events within a community that I follow.”
  • 43. MWCP 2019 COMMUNITY ENGAGEMENT People-centered news, engaging social features, and a searchable firm directory all contribute to fostering the idea of ‘One Team’. Communicator “I want to showcase community news and events to raise awareness of initiatives and foster our ‘One Team’ community.” Consumer “I want to be able to socially interact with news pages, such as ‘Liking’ and commenting.” Connector “I want access to a searchable firm directory to easily look up the contact information and skills of my colleagues.”
  • 44. MWCP 2019 SEARCH Predictive search with integrated directory and search scopes. Consumer “I want a consistent keyword search across all pages so that I can search all SharePoint content from anywhere in Intranet.” Consumer “I want a predictive search experience so that I see real-time results as I type my query.” Connector “I want to see people that match my search query appear in the predictive search.”
  • 45. MWCP 2019 COLLABORATION Easy content sharing and project/matter task tracking. Collaborator “I want to see a dashboard of tasks associated with my projects and matters so that I can manage my team effectively.” Contributor “I want users to share links to content instead of sending attachments so that they are always referencing the latest version.” MDMS Intranet
  • 46. MWCP 2019 SHOWCASE EXCELLENCE University COE and a metadata model to facilitate search, sorting and filtering. Consumer “I want to see all training and learning resources from around the firm in one centralized place (University) so that I don’t have to search for this information in various locations.” Contributor “I want to use enterprise metadata to facilitate search and better target content the right audiences.”
  • 47. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding. • Corporate culture & philosophy embodied through thoughtful navigation patterns • Highly contextual and predictive search inline within navigation
  • 48. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding. • Consolidating content streams from across an organization • Allowing users to discover and subscribe to relevant content more naturally (suggested content channels)
  • 49. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding. • Simplified navigation and business application notification tie-ins • Creating a centralized ‘feed’ from multiple sources and content types
  • 50. Reimagining the Digital WORKPLACE through catered functionality, personalization and branding. • Integration of workplace features and functionality • 360° branding throughout experience
  • 51. Office 365 & Art of the Possible
  • 52. Office 365 & Art of the Possible
  • 53. Office 365 & Art of the Possible
  • 54. “Our brand will only ever be the memory of the experience our people had when interacting with us” Steve Sammartino Experience is branding.
  • 55. Valuable Desirable Accessible Credible Findable Usable Useful User Experience Honeycomb: A Framework for Evaluating Your Digital Workplace Experience
  • 56. PRINCIPLES BUILDING COMMUNITIES MOST POPULAR COMPONENTS BUILD VS BUY What we are going to cover today BUILDING A ROADMAP
  • 57. MWCP 2019 WHY CULTURE Iterative and just in time approach to adoption
  • 58. MWCP 2019 COMMUNICATION COLLABORATIONPRODUCTIVITY Groups Teams YOUR ROLE AS A PRODUCT MANAGER • TIP follow the office 365 roadmap (roadmap.office.com) • TIP follow the techcommunity (https://techcommunity.microsoft.com) • TIP major release every 2 years • TIP 4 minor releases every year • TIP build a visual roadmap of product features You managing a product not a set of projects
  • 59. MWCP 2019 INNOVATION BENEFITS ARE MORE INTERESTING… Continually improving experiences, continuous rollout of new capabilities, continued integration with more technologies, and much more. (https://roadmap.office.com)
  • 60. MWCP 2019 PERSONAS A review of user personas Manager “My goal is to break down communication barriers internally and publish firm news quickly and easily.” Communicator Assistant “My goal is to support Partners and Associates within the organization by connecting them with the right individuals and the right content.” Connector Partner “My goal is to be as effective as possible in managing my section. I want to know the status of various matters and what issues my team members are facing.” Collaborator Associate “My goal is to be able to find content like news, forms, templates, and research efficiently and with as little friction from technology tools as possible.” Consumer Support Staff “My goal is to ensure that employees reference the latest and greatest material from around the firm. I want Intranet to be the go-to tool for administrative content.” Contributor
  • 61. MWCP 2019 INTRANET ROADMAP The new and custom features and their primary/secondary personas, across 3 releases. RELEASE 1 RELEASE 2 RELEASE 3 Feedback mechanism for content owners.Community site calendars. Amalgamated firm calendar. Buy and Sell bulletin board Publish firm-wide news and events. Social engagement (Likes and Comments) on news pages. Staff directory within predictive keyword search ‘Follow’ communities for personalized activity feed Matter dashboard for who is working on what matters Client dashboard for past, current, and prospective clients Upload, edit, and share Intranet content with my team. Predictive search Social photo collage Custom search scopes and refiners University Center of Excellence Enterprise metadata model
  • 62. MWCP 2019 ACCENT COLORS More use of accent color for more visual energy New theme color application via background colors provide visual interest and organization Out-of-the-box themes provide 120 theme color combination options Shy header creates more room for content consumption
  • 63. MWCP 2019 PAGE DESIGNS Provides for saving a page within the same site so others can repeat the content structure
  • 64. MWCP 2019 CENTRAL ASSET LIBRARY provide easy access to your organization’s approved images that can be leveraged by everyone. When a person needs an approved image, or one that was purchased for licensed use throughout the intranet. Click on “Your organization” and navigate files and folders of assets that are centrally managed for use in title regions and the Image webpart.
  • 65. MWCP 2019 PUBLISHING LITE Use modern pages/news whenever possible. It is richer with sharing, personalization, integration and more.
  • 66. MWCP 2019 INSIGHTFUL NEWS Some controls like the hero spotlight or the ability to pin documents to the top of a library can be great ways to spotlight key content and are quite intuitive.
  • 67. MWCP 2019 CONTENT PUBLISHING Fast and improved news/page authoring builds on what is already available. Microsoft provides many new client side web parts. WYSIWYG authoring Multi-column sections Drag/ drop editing RTE & Paste support OOB web parts Page Templates
  • 68. MWCP 2019 HEADER Continued updates are coming to customize header sizes Minimal Header Compact Header Strongly branded
  • 69. MWCP 2019 FOOTER Continued updates are coming for managing links in the footer Extended Simple Stacked SPFx solution using PnP footer extended (personal links)
  • 70. MWCP 2019 MEGA MENU enable you to better organize and showcase the related content and sites associated under that hub site. COMING SOON Limited to site collection TOP OF MIND Global mega menu
  • 71. MWCP 2019 SECTION BACKGROUND ability to change the background color
  • 72. MWCP 2019 UNIVERSAL SEARCH Search will be removed from the site header to the Office 365 Suite bar Current suite header Coming soon suite header with universal search
  • 73. MWCP 2019 FLUENT USER EXPERIENCE A preview of Fluent design language
  • 74. MWCP 2019 FOLLOWED COMMUNITIES RELEASE 1 • Users will use SharePoint ‘follow’ feature to subscribe to the activity they want to see in the activity feeds. • Assumption is that all users will automatically ‘follow’ all of the Admin Departments. • If user does not set their preferences, they see all activities by default. • Setting a preference does not exclude user from seeing those activities if they navigate to that specific community site. I want to be able to select and manage my followed communities so that I can view the activities that are most relevant to me.
  • 75. MWCP 2019 USER ONBOARDING EXPERIENCE RELEASE 1 RECOMMENDATION • Pre-assign users to the communities they should follow based on their user profile. • Confirm these communities using a basic dialog prompt when the user logs into Intranet for the first time. Ensuring that users are following the communities that are relevant to them. WELCOME TO THE NEW AND IMPROVED Intranet! Use the ‘Follow’ feature at the top of Intranet’s sites to include news and events from these sites in your view of the homepage news and events. Ok, I’m ready to start following…
  • 76. MWCP 2019 PERSONALIZE MY VIEW RELEASE 2 • ‘Personalize My View’ could be managed as a custom interface to manage all followed sites from one easy screen. • Could also display: • Number of followers • Suggested communities • Trending communities I want to be able to select and manage my followed communities so that I can view the activities that are most relevant to me. OFFICES COMMUNITY GROUPS PRACTICES COMMITTEES Austin Connecticut Dallas Dubai Houston London New York San Antonio Seattle Washington, DCFOLLOWING FOLLOWING FOLLOW + FOLLOW + FOLLOW + FOLLOW + FOLLOW + FOLLOW + FOLLOW + FOLLOW +
  • 77. MWCP 2019 MY LINKS TOP LINKS • For Release 1, Top Links can be curated – list manually selected based on past metrics to popular pages. • In future release, Top Links can be based on real-time data (either most-saved links, or highest page hits, etc.) I want to be able to save My Links so that I have easy access to the pages, documents, or external links that I use the most. MY SAVED LINKS • Links can be from Intranet (site, page, doc) or any external URL • Links can be manually re-ordered by the user.
  • 78. MWCP 2019 SITE SCOPED ANALYTICS… Office 365 brings insights to users throughout the experience.
  • 79. MWCP 2019 ANALYTICS… The trend for surfacing more actionable analytics to teams, and users will continue. TIP educate content owners on the metrics they have available TIP ensure metrics have clear actionable next steps
  • 80. MWCP 2019 ANALYTICS… http://Office365Metrics.com contains guidance on ways to measure Office 365 & samples of common business impacts it can drive. TIP ensure everyone understand what metrics that are available in Office 365 and Azure TIP align metrics based on your business impacts TIP define baseline by capturing metrics prior to your launch
  • 81. MWCP 2019 ANALYTICS… Far more is tracked today than ever before, and better reporting is continually being made available to help make sense of all this data. TIP take advantage of Power BI adoption content pack for the initial launch of your portal TIP review 70+ activities that are tracked and accessible via the Audit Log search functionality
  • 82. MWCP 2019 SITE SCOPED ANALYTICS… Office 365 brings insights to users throughout the experience.
  • 83. MWCP 2019 DOCUMENT SCOPED ANALYTICS… Office 365 brings insights to users throughout the experience.
  • 84. Give you guidance and recommendations to successfully measure & share the business impact and value of Office 365 http://Office365Metrics.com DOWNLOAD TO MEASURE BUSINESS IMPACT & ROI OF OFFICE 365 WHITEPAPER
  • 85. PRINCIPLES BUILDING COMMUNITIES MOST POPULAR COMPONENTS BUILD VS BUY What we are going to cover today BUILD VS BUY
  • 86. MWCP 2019 CUSTOMIZE, BUILD OR BUY? There are limitations with each approach, so choose wisely
  • 87. MWCP 2019 CHANGE THE LOOK OF SHAREPOINT • You can quickly and easily customize the look of your SharePoint site to reflect your professional style and brand.
  • 88. MWCP 2019 OOTB 70% of corporate intranets are developed on the Microsoft SharePoint platform
  • 89. MWCP 2019Create experiences in minutes by giving power back to your users
  • 90. MWCP 2019Feature package with multilingual support and dedicated mobile app 2019 Winner Best Intranet/Extranet Award 2019 Winner
  • 91. MWCP 2019 STARTER KIT This is a solution designed for SharePoint Online to inspire you for your own customizations. https://github.com/SharePoint/sp-starter-kit OBJECTIVES Automated provisioning of simple demo content within a communication site Automated provisioning of the whole solution to any tenant within minutes Automated configuration of Site Scripts and Site Designs at the tenant level using the PnP Remote Provisioning engine Implementation of different customizations for SharePoint Online Usage of Office UI Fabric and reusable PnP SPFx controls within the customizations
  • 92. MWCP 2019 CUSTOMIZATION OR CONFIGURATION? Be aware of the limitations to what you can customize and what you can configure CONFIGURE CONFIGURE / CUSTOMIZE CONFIGURE CONFIGURE / CUSTOMIZE CONFIGURE / CUSTOMIZE CONFIGURE
  • 93. MWCP 2019 SHAREPOINT MODERNIZATION SCANNER Using this scanner you can prepare your classic sites for modernization Transform classic pages to modern client-side pages http://bit.ly/githubspmodernizationtool
  • 94. My twitter handle is @kkhipple and I work at Thank You! Organizers, Sponsors and You for making this possible. 50+ SharePoint Presentations @ Slideshare.Net/kkhipple When to Use What Whitepaper @ WhentoUseWhat.com Intranets w/ Office 365 Whitepaper @ Office365Intranets.com External Sharing w/ Office 365 Whitepaper @ Office365Extranets.com and more! Message Me On LinkedIn or Email Kanwal@Khipple.com SPEAKER | AUTHOR | SUPER GOOD LOOKING
  • 95. It goes into much greater depth and can be found at WhenToUseWhat.com DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! Microsoft Teams Enterprise Guidance coming soon
  • 96. Give you guidance and recommendations to successfully plan and implement an Office 365 Intranet http://office365intranets.com DOWNLOAD INTRANETS WITH OFFICE 365 WHITEPAPER!
  • 97. Give you guidance and recommendations to successfully measure & share the business impact and value of Office 365 http://Office365Metrics.com DOWNLOAD TO MEASURE BUSINESS IMPACT & ROI OF OFFICE 365 WHITEPAPER
  • 98. Give you guidance and recommendations to improve external sharing and collaboration http://office365extranets.com DOWNLOAD TO OFFICE 365 EXTERNAL SHARING WHITEPAPER
  • 99. Give you guidance and recommendations to successfully plan and improve Office 365 adoption http://Office365Campaigns.com DOWNLOAD DRIVING OFFICE 365 ADOPTION WHITEPAPER
  • 100. It goes into much greater depth and can be found at Office365Intranets.com DOWNLOAD OUR 100+ PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365
  • 101. MWCP 2019 INTRANET STRATEGY… As an organization you need to ensure that you build a great foundation and focus on the right areas EMPLOYEE ENGAGEMENT GOVERNANCE`

Editor's Notes

  1. As part of this workshop, we will aim to go through a number of practical tips and tricks that you can leverage when building your own SharePoint portals, designing your PowerApps as well as learn best practices that are applicable when working with any technology. Detailed Agenda UX Laws and Principles what are the key markers for creating a great user experiences? These principles can be applied to not just SharePoint but user experience that users interact with. Learn these and forever be prepared to build experiences that greatly improve the user experience. How Design Sprints work learn how to run them effectively with champions and executives involved.  SharePoint Themes learn how to leverage themes in SharePoint, how to create and apply themes in your current tenant UX Audit what you need to consider when performing an UX audit of your existing applications Best Practices reviewing best practices that I have learned over the years based on complexity and business value. Resources Wireframing Toolkit will provide a wireframe toolkit that you can leverage to create your own wireframes  Personas critical to getting your application right but also important to start with a template. Will be provided during the workshop.
  2. Your brand needs to be synonymous with everything that your employees do and every interaction they have with employees, customers as well as experiences
  3. Germans are very competitive and do not usually collaborate naturally, Germany - the culture in Germany values formality, neatness and strong work ethic. Typically very competitive so they do not usually collaborate naturally. Ghana – as a hierarchical society, people are given respect based on age, wisdom, experience, wealth or position. So they expect people that are leaders to make the decision for the entire group. Younger staff members will not challenge superiors. Abu Dhabi - Culture is very much mixed with religion in Abu Dhabi. Many of the rules that are followed are based on Islam. The rules regarding modesty and strong gender segregation. This does not help collaboration between genders. An example is having Emirati employees in a room and only women were allowed to attend. Much more structured than anywhere else. China - They place a high value on education and hard work. There is always a competitive drive to succeed. Very similar to the United States but it is considered impolite to question superiors. We need to break the silence mindset, once the interaction happens it will be incredibly valuable. Japan - culturally, Japanese users are more open to experimenting which leads to higher degrees of collaboration. Have seen much higher adoption rates
  4. How do we build experiences on platforms without impacting the brand?
  5. https://support.office.com/en-us/article/using-web-parts-on-sharepoint-pages-336e8e92-3e2d-4298-ae01-d404bbe751e0
  6. 1 hr On sticky notes, write down persona, what On back, write why
  7. Employees are reacting more to unfiltered, authentic moments than perfectly designed content; Employees listen to peers rather leadership; Storytelling is more important than ever; Messaging is more important than ever; Retention and brand awareness impact employee engagement 60% already Interact with bots; Automation should be top of mind Learn from experts; create relationships with influencers Employee content; Video engagement drives largest engagement
  8. https://support.office.com/en-us/article/using-web-parts-on-sharepoint-pages-336e8e92-3e2d-4298-ae01-d404bbe751e0
  9. Employees are reacting more to unfiltered, authentic moments than perfectly designed content; Employees listen to peers rather leadership; Storytelling is more important than ever; Messaging is more important than ever; Retention and brand awareness impact employee engagement 60% already Interact with bots; Automation should be top of mind Learn from experts; create relationships with influencers Employee content; Video engagement drives largest engagement
  10. Challenge: Help users get onboarded to the idea of managing their communities. What challenges do they forseee?
  11. Add MDMS
  12. https://support.office.com/en-us/article/using-web-parts-on-sharepoint-pages-336e8e92-3e2d-4298-ae01-d404bbe751e0
  13. Broader themes of Communication, Showcasing Excellence, Collaboration, Community Engagement, and Search.
  14. https://aka.ms/MicrosoftSearch
  15. Office would be mandatory for everyone AD would drive the ‘Follow’ function to auto-follow users to their Practice, Communications, Knowledge Management team to complete ‘Follow’ mapping: mandatory, Recommended, OPtional
  16. Do not want people to be able to ‘unfollow’ what we have set for them Do
  17. For live demo, reference BMC001: https://projects.invisionapp.com/d/main#/console/13556689/284095696/preview
  18. Question: how to add current page?
  19. https://support.office.com/en-us/article/using-web-parts-on-sharepoint-pages-336e8e92-3e2d-4298-ae01-d404bbe751e0
  20. https://support.office.com/en-us/article/change-the-look-of-your-sharepoint-site-06bbadc3-6b04-4a60-9d14-894f6a170818?ui=en-US&rs=en-US&ad=US