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INTRANET DESIGN FUNDAMENTALS
Leading An Intranet Redesign
2
TOBY WARD
Founder, Prescient Digital Media
4Intranets & Digital Workplaces
5
•
…
‘
2001 2005 2011
Expanded client base
across North America
and Europe.
Growth
Expanded solutions for the
entire Digital Workplace.
Digital Workplace
Launched in Toronto.
Start
Full implementation services,
and SharePoint expertise.
Implementation
Focus on assessment, planning,
governance of intranets.
Intranets
Intranet Experts for 17 years
Multiple awards including the prestigious
Webby & Golden Quill Awards.
Awards
2016
New offices in New York City
& Vancouver
New Office Locations
Clients
Intranet Process
First Dedicated Intranet Methodology
7
8
14 – 16 MONTHS
Typical Redesign Timeline
9
Business Driven
10
Creative process
11
Business Process
Intranet Process
First Dedicated Intranet Methodology
12
13Assessment
Review, analyze and score
leading intranets versus yours
Benchmarking
Understand, document, analyze
executive and stakeholder
requirements
Business Requirements
A detailed analysis of all findings
and a host (100+ on avg.) of
recommendations
Findings & Recommendations
Understand, document, analyze
employee requirements
User Requirements
Research and analyze
appropriateness and readiness for
social tools
Collaboration readiness
Review, analyze, score more than
400 intranet attributes
Heuristic Assessment
Document the current state & future need
14SWOT Analysis
Gap Analysis
Strengths
What works well, what should be
kept, and enhanced
Weaknesses
What works poorly, and should be
eliminated or completely redesigned
Opportunities
Biggest opportunities for improvement
and focus in the next iteration
Threats
Those threats or barriers to success
that must be directly addressed
15Planning
Review, analyze and score
leading intranets versus yours
Functional Planning
Understand, document, analyze
executive and stakeholder
requirements
Governance
A detailed analysis of all findings
and a host (100+ on avg.) of
recommendations
User Experience
Understand, document, analyze
employee requirements
Business Case & ROI
Research and analyze
appropriateness and readiness for
social tools
Social Planning
Review, analyze, score more than
400 intranet attributes
Strategic Planning
Strategic, functional, and design
16Aligning with Business Goals
17Aligning with Business Goals
19Project Approach
Discovery
Bringing the concept to life
Design & Build
A front-end design leveraging
back-end architecture
Deployment
Completing the play
Coca-Cola Connect project was completed in four phases.
Requirements
Connecting TCCC & redefining myKO
20Strategic Planning
Mission, Goals, Objectives
01
GOAL
02
GOAL
03
GOAL
Decrease stale content
Objective 01
Increase employee engagement
Objective 01
Increase user satisfaction
Objective 01
Increase user productivity
Objective 05
05
GOAL
Increase time to market
Objective 06
06
GOAL
Decrease costs
Objective 04
04
GOAL
21Information Architecture
Content categorization and navigation schema
22Wireframes
Spatial layouts, without the colors & images
23User Experience Flows
Persona driven navigation paths
25
Employee-Centric Design
26
Personas
Storytelling tools to understand our audience’s
goals and desires through composites of real people
27
• Corporate
• Sales
• Digital Commerce
• Engineering
• Service Management
• Presort
Pitney Bowes | Internal Marketing: Engaging Employees Through Transformation
Personas
Primary personas for the Pitney Bowes Intranet
28
Persona: Prav in Engineering
• Prav is always striving to make things better. No matter the size of
the project, he’ll do whatever it takes to ensure that the next
solution is moving things in the right direction.
• Prav tends to get to the office early around the same time every
day. He’ll check in with the rest of his team and find out how his
colleagues are making progress with their work. He’ll discuss what
works and doesn’t work in creating solutions, and then plan on
how to best move forward.
• Most of Prav’s time is spent with other engineering colleagues,
though sometimes he may engage with people from other groups.
Prav spends almost an equal amount of time working
independently as well as collaboratively with colleagues. When
interacting with other colleagues, he will do so both through email
and face to face.
• Prav feels compelled to continue learning in life. He also sees it as
part of his job to understand new technologies, new ideas and
what people are talking about in his industry.
• Since Prav is constantly working to build something more
innovative, he wants to understand how the rest of the company is
also doing the same. He’s also interested in what her other
colleagues are doing that might lead to better solutions.
• Prav’s Goals
• Develop product solutions that meet
the company’s goals and keep clients
happy.
• Learn about new ideas and
technologies that might inform and
improve engineering practices.
• Foster a work environment that leads
to better ideas and solutions.
• Understand how engineering can help
the company in new and different
ways.
29
PERSONA INTERNAL CHANNELS EXTERNAL CHANNELS
Corporate
Sales
Digital Commerce
Engineering
Service
Management
Presort
Mapping Priority Channels to Personas
30User Research
Surveys, Focus Groups, Usability Testing
31
Less is More
32
More
33
Less
36
37
38
40
• Brand guidelines
• Color palette
• Font types, sizes, headers, etc
• Use of images / icons
• Technical parameters / limitations
Design Brief
Rules & guidelines
41
Lots of colors
42
Brand colors
43
44
Read home page
45
Scan home page
46
47
52Key Lessons
The most critical components of intranet design
• Business-driven
• Employee-centric
• Less is more
• Minimal home page
• Minimal colors
• Strong photos
Intranet Insight Newsletter
PrescientDigital.com
53
54
IntranetGlobalForum.com
New York, City - October 8 & 9, 2019
55
www.PrescientDigital.com 416.926.8800 toby@prescientdigital.com

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Intranet Design Fundamentals

  • 3.
  • 4. 4Intranets & Digital Workplaces
  • 5. 5 • … ‘ 2001 2005 2011 Expanded client base across North America and Europe. Growth Expanded solutions for the entire Digital Workplace. Digital Workplace Launched in Toronto. Start Full implementation services, and SharePoint expertise. Implementation Focus on assessment, planning, governance of intranets. Intranets Intranet Experts for 17 years Multiple awards including the prestigious Webby & Golden Quill Awards. Awards 2016 New offices in New York City & Vancouver New Office Locations
  • 7. Intranet Process First Dedicated Intranet Methodology 7
  • 8. 8 14 – 16 MONTHS Typical Redesign Timeline
  • 12. Intranet Process First Dedicated Intranet Methodology 12
  • 13. 13Assessment Review, analyze and score leading intranets versus yours Benchmarking Understand, document, analyze executive and stakeholder requirements Business Requirements A detailed analysis of all findings and a host (100+ on avg.) of recommendations Findings & Recommendations Understand, document, analyze employee requirements User Requirements Research and analyze appropriateness and readiness for social tools Collaboration readiness Review, analyze, score more than 400 intranet attributes Heuristic Assessment Document the current state & future need
  • 14. 14SWOT Analysis Gap Analysis Strengths What works well, what should be kept, and enhanced Weaknesses What works poorly, and should be eliminated or completely redesigned Opportunities Biggest opportunities for improvement and focus in the next iteration Threats Those threats or barriers to success that must be directly addressed
  • 15. 15Planning Review, analyze and score leading intranets versus yours Functional Planning Understand, document, analyze executive and stakeholder requirements Governance A detailed analysis of all findings and a host (100+ on avg.) of recommendations User Experience Understand, document, analyze employee requirements Business Case & ROI Research and analyze appropriateness and readiness for social tools Social Planning Review, analyze, score more than 400 intranet attributes Strategic Planning Strategic, functional, and design
  • 18.
  • 19. 19Project Approach Discovery Bringing the concept to life Design & Build A front-end design leveraging back-end architecture Deployment Completing the play Coca-Cola Connect project was completed in four phases. Requirements Connecting TCCC & redefining myKO
  • 20. 20Strategic Planning Mission, Goals, Objectives 01 GOAL 02 GOAL 03 GOAL Decrease stale content Objective 01 Increase employee engagement Objective 01 Increase user satisfaction Objective 01 Increase user productivity Objective 05 05 GOAL Increase time to market Objective 06 06 GOAL Decrease costs Objective 04 04 GOAL
  • 23. 23User Experience Flows Persona driven navigation paths
  • 24.
  • 26. 26 Personas Storytelling tools to understand our audience’s goals and desires through composites of real people
  • 27. 27 • Corporate • Sales • Digital Commerce • Engineering • Service Management • Presort Pitney Bowes | Internal Marketing: Engaging Employees Through Transformation Personas Primary personas for the Pitney Bowes Intranet
  • 28. 28 Persona: Prav in Engineering • Prav is always striving to make things better. No matter the size of the project, he’ll do whatever it takes to ensure that the next solution is moving things in the right direction. • Prav tends to get to the office early around the same time every day. He’ll check in with the rest of his team and find out how his colleagues are making progress with their work. He’ll discuss what works and doesn’t work in creating solutions, and then plan on how to best move forward. • Most of Prav’s time is spent with other engineering colleagues, though sometimes he may engage with people from other groups. Prav spends almost an equal amount of time working independently as well as collaboratively with colleagues. When interacting with other colleagues, he will do so both through email and face to face. • Prav feels compelled to continue learning in life. He also sees it as part of his job to understand new technologies, new ideas and what people are talking about in his industry. • Since Prav is constantly working to build something more innovative, he wants to understand how the rest of the company is also doing the same. He’s also interested in what her other colleagues are doing that might lead to better solutions. • Prav’s Goals • Develop product solutions that meet the company’s goals and keep clients happy. • Learn about new ideas and technologies that might inform and improve engineering practices. • Foster a work environment that leads to better ideas and solutions. • Understand how engineering can help the company in new and different ways.
  • 29. 29 PERSONA INTERNAL CHANNELS EXTERNAL CHANNELS Corporate Sales Digital Commerce Engineering Service Management Presort Mapping Priority Channels to Personas
  • 30. 30User Research Surveys, Focus Groups, Usability Testing
  • 34.
  • 35.
  • 36. 36
  • 37. 37
  • 38. 38
  • 39.
  • 40. 40 • Brand guidelines • Color palette • Font types, sizes, headers, etc • Use of images / icons • Technical parameters / limitations Design Brief Rules & guidelines
  • 43. 43
  • 46. 46
  • 47. 47
  • 48.
  • 49.
  • 50.
  • 51.
  • 52. 52Key Lessons The most critical components of intranet design • Business-driven • Employee-centric • Less is more • Minimal home page • Minimal colors • Strong photos
  • 54. 54
  • 55. IntranetGlobalForum.com New York, City - October 8 & 9, 2019 55