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SharePoint Portal UX Maturity Model
                    Classifying your Experience
                    info@northridge.com | 855.587.9900 | www.northridge.com




www.northridge.com | Proprietary & Confidential
Agenda
                               Introductions and Overview

                               About Northridge

                               User Experience and SharePoint

                               Classifying Your SharePoint Portal Maturity

                               Classifying Your Experience

                               Case Study Examples

                               Q&A




www.northridge.com | Proprietary & Confidential                              2
Who is Northridge?
                    Northridge is a nationally-recognized leader in delivering collaboration
                    solutions to mid-market and enterprise clients throughout North
                    America.
                    By combining vast expertise in the areas of business consulting, user
                    experience, and collaboration technology, Northridge delivers
                    comprehensive collaboration solutions for the Enterprise and Internet
                    that are highly functional, beautifully creative, and aligned with our
                    clients' strategic business initiatives.

                    We have a Strong Foundation and we experience Continued Growth
                         • 10+ years in business, 100+ full-time consultants serving clients across North America
                    We own and operate a Global Development Center in Argentina
                         • Extends our ability to deliver high-quality, cost effective services and solutions
                    We are a Microsoft Gold Certified & Managed Partner
                         • Less than 1% of all Microsoft Gold Certified Partners are Managed Partners



www.northridge.com | Proprietary & Confidential                                                                     3
Our SharePoint Capabilities
                         Northridge has deep capabilities in the following areas which are
                         leveraged when planning and delivering solutions with our clients
                         through our True North Methodology™.


                                           Strategy & Planning             Managed Services


                                              User Experience        Launch Management & Training


                                     Application Development           Infrastructure Optimization


                                Implementation & Governance           Quality Assurance & Testing




www.northridge.com | Proprietary & Confidential                                                      4
Representative Clients




www.northridge.com | Proprietary & Confidential   5
User Experience and SharePoint




www.northridge.com | Proprietary & Confidential                                    6
What is SharePoint
                        The Collaboration Platform for the Enterprise and Internet
                                                                                                                           SITES
                                                                                                                           Websites & Portals
                                  COMPOSITES
                                                                                                                            •   Intranet, Extranet, & Internet Sites
                                  Business Applications                                                                     •   Collaboration & Productivity Solutions
                                     • Program & Project                                                                    •   On-premise, Cloud-based, & Hybrid Models
                                       Management                                                                           •   Cross Browser, Offline, Mobile, MS Office Integration
                                     • Custom Business Application
                                       Development
                                     • Read / Write Integration w/ Line
                                       of Business (LOB) data
                                     • Visual Studio Support
                                                                                                                                         COMMUNITIES
                                     • Data Exposed Through Web                                                                          Social Networking
                                       Services & APIs
                                                                                                                                          • Communities, My Sites, Blogs & Wikis
                                                                                                                                          • Tagging, Tag Clouds, Ratings, Activity Feeds,
                                                                                                                                            Social Bookmarking
                                                                                                                                          • Profiles & Expertise
                                INSIGHTS                                                                                                  • Organizational Browsers
                                Business Insight & Analysis
                                   • Dashboards & Scorecards
                                   • BI Reports
                                   • Incorporation of LOB Data from                                                                        CONTENT
                                     Data Warehouse
                                   • Web Analytics                                                                                         Web & Enterprise Content
                                   • PowerPoint, Excel Services,                                                                            • Web Content Management
                                                                          SEARCH
                                     Visio Services                                                                                         • Enterprise Document, Records,
                                                                          Enterprise Search                                                   Audio/Video Management
                                                                           • Search Structured & Unstructured Content                       • Workflows & Routing, Metadata
                                                                                                                                              Taxonomies and Folksonomies
                                                                           • Search Content w/in SharePoint, File
                                                                             Shares, Websites, Email Folders, Databases,                    • Document Imaging & Capture
                                                                             LOB Systems (FAST Search)
                                                                           • Social Relevance & Phonetic Search


www.northridge.com | Proprietary & Confidential                                                                                                                                             7
What is User Experience
                        Lexical Definition

                         User Experience (UX) is about how a person feels about using a system. It
                         highlights the experiential, affective, meaningful and valuable aspects of
                         human-computer interaction and product ownership, but it also includes
                         a person’s perceptions of the practical aspects such as utility, ease of use
                         and efficiency of the system.

                         User experience is subjective in nature, because it is about an individual’s
                         feelings and thoughts about the system. User experience is dynamic,
                         because it changes over time as the circumstances change.




www.northridge.com | Proprietary & Confidential                                                         8
Defining UX
                        Designing for Usability


                                                    Users

                                         Visual   Information   Interactive
                                         Design      Design       Design




www.northridge.com | Proprietary & Confidential                               9
Defining UX
                        Visual Design


                                                    Users

                                         Visual   Information   Interactive
                                         Design      Design       Design
                             • Branding
                             • Creative Design
                             • Content
                               Presentation




www.northridge.com | Proprietary & Confidential                               10
Defining UX
                        Information Design


                                                          Users

                                         Visual      Information              Interactive
                                         Design         Design                  Design
                             • Branding           • Taxonomy
                             • Creative Design    • Content Relationships
                             • Content            • Search
                               Presentation       • Content Aggregation and
                                                    Rollup
                                                  • Page Layout and Flow



www.northridge.com | Proprietary & Confidential                                             11
Defining UX
                        Interactive Design


                                                          Users

                                         Visual      Information                 Interactive
                                         Design         Design                     Design
                             • Branding           • Content Relationships     • Navigation (menus)
                             • Creative Design    • Taxonomy                  • Video & Rich Media
                             • Content            • Search                    • Ratings, Tagging &
                               Presentation       • Content Aggregation and     Comments (Social)
                                                    Rollup                    • Advertisements
                                                  • Page Layout and Flow      • Calls to Action
                                                                              • Messaging
                                                                              • Access & Authentication
                                                                              • Personalization
www.northridge.com | Proprietary & Confidential                               • Customization             12
Why UX and SharePoint?
                        An Investment in UX is an Investment in SharePoint
                                                        Increase User
                                                          Adoption

                                             Empower                      Improve
                                            Employees                   Productivity



                                         Brand                           Drive User
                                     Reinforcement                        Behavior

                                                        Delight Your
                                                         End Users

www.northridge.com | Proprietary & Confidential                                        13
Poll One
                   How would you classify your “behind-the-firewall” implementation of SharePoint?

                   A.            Just another software application that I use daily   1%
                   B.            An Intranet                                          8%
                   C.            A portal                                             13%
                   D.            A sophisticated File Share                           13%
                   E.            Some of the above                                    38%
                   F.            All of the above                                     23%




www.northridge.com | Proprietary & Confidential                                                      14
Classifying Portal Maturity




www.northridge.com | Proprietary & Confidential                                 15
What is a Portal?


                                      “Today's portals are not just about access; the best ones
                                      provide true integration of enterprise information, resources,
                                      and tools in a unified user experience. The portal is a
                                      dashboard that offers all the enterprise information and
                                      applications that employees need to do their jobs.”

                                                       - Jakob Nielsen's Alertbox, July 18, 2011




www.northridge.com | Proprietary & Confidential                                                        16
Classifying Your SharePoint Portal Maturity
                Classification of
              SharePoint in Your
                   Organization

                                           Portal




                    Intranet/Extranet
                          Application



                    Collaboration Site(s)

                                                                                                               Use of SharePoint in
                                                                                                               Your Organization

                                                    Collaboration, Document   Business Process         Corporate Communications,
                                                    Management, Social        Automation, Reporting,   Personalized and Targeted
                                                    Computing                 Department Sites         Content, Enterprise Search,
                                                                                                       Enterprise Dashboards




www.northridge.com | Proprietary & Confidential                                                                                       17
Classifying Your SharePoint Portal Experience




www.northridge.com | Proprietary & Confidential                    18
SharePoint UX Maturity Model
                        Factor of Configuration and Customization

                      Quality of User
                         Experience

                                             High




                                       Medium




                             Medium-Low


                                                                               Configuration and
                                                                               Customization (Effort)
                                                    Light   Involved   Heavy




www.northridge.com | Proprietary & Confidential                                                         19
SharePoint Portal UX Maturity Model
                        Marrying UX Maturity with SharePoint Portal Maturity
         We Can Classify Your
          UX Needs Based on
           Your Classification
               of SharePoint

                                  Enterprise       High
                                      Portal



                                       Intranet    Medium




                  Collaboration Site               Medium-Low                                                 UX Should Mature as Your
                                                                                                              Classification of SharePoint
                                                                                                              Matures
                                                  Light                     Involved                 Heavy

                                                  Collaboration, Document   Business Process         Corporate Communications,
                                                  Management, Social        Automation, Reporting,   Personalized and Targeted
                                                  Computing                 Department Sites         Content, Enterprise Search,
                                                                                                     Enterprise Dashboards


www.northridge.com | Proprietary & Confidential                                                                                              20
Classifying Your SharePoint Experience
                        The Optimal Balance of Configuration and Customization



                                  Enterprise       High
                                      Portal



                                       Intranet    Medium                                               Sophisticated


                    Collaboration Site             Medium-Low
                                                                                Advanced

                                                          Basic
                                                  Light                     Involved                 Heavy

                                                  Collaboration, Document   Business Process         Corporate Communications,
                                                  Management, Social        Automation, Reporting,   Personalized and Targeted
                                                  Computing                 Department Sites         Content, Enterprise Search,
                                                                                                     Enterprise Dashboards




www.northridge.com | Proprietary & Confidential                                                                                    21
Classifications of SharePoint Portal UX


                                        Basic          Advanced                   Sophisticated


                     • Branding                   • Integration of Custom      • Sophisticated Creative
                     • Creative Design              Developed Web Parts          Design and Branding
                     • Content                    • More Sophisticated         • Publishing
                       Presentation                 Taxonomy                   • Content Aggregation
                     • Elementary IA              • Higher Level of              and Rollup
                     • Site Templates               Customized/Configured      • Content Management
                     • Initial Taxonomy             Information Architecture   • Advanced IA
                                                  • Advanced Site Templates    • Advanced Page Layouts
                                                  • Page Layouts               • Calls-to-Action
                                                  • Custom Site Directories    • Custom Navigation and
                                                                                 Mega-Menus
www.northridge.com | Proprietary & Confidential                                                           22
Examples
                        Basic UX


                  Established Brand



         Navigation Consistency

                               Visual Cues

                  Consistent Team
                 Member Web Part




                 Prioritized Task List




www.northridge.com | Proprietary & Confidential   23
Examples
                        Basic UX




www.northridge.com | Proprietary & Confidential   24
Examples
                        Basic UX




www.northridge.com | Proprietary & Confidential   25
Examples
                        Advanced UX                             Search

                                                             Navigation

                                                           Breadcrumb



                                                               Link List



                                                    Employee Spotlight



                                                          Calls-to-action



                                            Views into Document Library




                                                              News List




www.northridge.com | Proprietary & Confidential                             26
Examples                                               Personalized Customer Logo
                        Sophisticated Portal UX
                                                                               Displays the latest news from the
                                                                               Public Website (also on SharePoint)
                                                  Customer
                                                    Logo                       Silverlight components that
                                                                               integrate with LOB Application to
                                                                               display customer specific data.




                                                             Ryan, Jim
                                                             Alfredo, can you check on my
                                                             Shipment coming in from Dubai?
                                                             Alfredo Santos/US-CORP-IT
                                                             Sure… It looks like it will clear
                                                             customs today.
                                                                                                  Integrated Lync Server chat
                                                                                                  with real-time presence
                                                                                                  indication.




                                                                               Personalized RSS News feeds based on
                                                                               the User’s “Industry”.


                                                                               Secure access to customer specific
                                                                               documents.
                                                                               Personalized Events feeds based on
                                                                               the User’s “Industry”.
www.northridge.com | Proprietary & Confidential                                                                                 27
Examples
                                                  Sophisticated Portal UX




www.northridge.com | Proprietary & Confidential                             28
Branding



                                                  News Carousel


                                                  Custom Employee Directory and
                                                  Search


                                                  Advertisement and Call to Action




                                                  Personalized Content




                                                  Social Content




www.northridge.com | Proprietary & Confidential                                      29
Poll Two
                   What topics would you like to see discussed in a future webinar?

                   A.            SharePoint Information Design & Information Architecture Best Practices   38%
                   B.            Personalization Capabilities of the SharePoint platform                   17%
                   C.            Enterprise Social Capabilities of the SharePoint platform                 7%
                   D.            Dashboard & Reporting (BI) Capabilities of the SharePoint platform        24%
                   E.            Leveraging SharePoint as a platform for your Public Website               10%
                   F.            SharePoint ECM & Records Management Best Practices                        1%




www.northridge.com | Proprietary & Confidential                                                                  30
Contact Information:
                         www.northridge.com
                         info@northridge.com
                         855.587.9900




www.northridge.com | Proprietary & Confidential   31

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SharePoint Portal Ux

  • 1. SharePoint Portal UX Maturity Model Classifying your Experience info@northridge.com | 855.587.9900 | www.northridge.com www.northridge.com | Proprietary & Confidential
  • 2. Agenda Introductions and Overview About Northridge User Experience and SharePoint Classifying Your SharePoint Portal Maturity Classifying Your Experience Case Study Examples Q&A www.northridge.com | Proprietary & Confidential 2
  • 3. Who is Northridge? Northridge is a nationally-recognized leader in delivering collaboration solutions to mid-market and enterprise clients throughout North America. By combining vast expertise in the areas of business consulting, user experience, and collaboration technology, Northridge delivers comprehensive collaboration solutions for the Enterprise and Internet that are highly functional, beautifully creative, and aligned with our clients' strategic business initiatives. We have a Strong Foundation and we experience Continued Growth • 10+ years in business, 100+ full-time consultants serving clients across North America We own and operate a Global Development Center in Argentina • Extends our ability to deliver high-quality, cost effective services and solutions We are a Microsoft Gold Certified & Managed Partner • Less than 1% of all Microsoft Gold Certified Partners are Managed Partners www.northridge.com | Proprietary & Confidential 3
  • 4. Our SharePoint Capabilities Northridge has deep capabilities in the following areas which are leveraged when planning and delivering solutions with our clients through our True North Methodology™. Strategy & Planning Managed Services User Experience Launch Management & Training Application Development Infrastructure Optimization Implementation & Governance Quality Assurance & Testing www.northridge.com | Proprietary & Confidential 4
  • 5. Representative Clients www.northridge.com | Proprietary & Confidential 5
  • 6. User Experience and SharePoint www.northridge.com | Proprietary & Confidential 6
  • 7. What is SharePoint The Collaboration Platform for the Enterprise and Internet SITES Websites & Portals COMPOSITES • Intranet, Extranet, & Internet Sites Business Applications • Collaboration & Productivity Solutions • Program & Project • On-premise, Cloud-based, & Hybrid Models Management • Cross Browser, Offline, Mobile, MS Office Integration • Custom Business Application Development • Read / Write Integration w/ Line of Business (LOB) data • Visual Studio Support COMMUNITIES • Data Exposed Through Web Social Networking Services & APIs • Communities, My Sites, Blogs & Wikis • Tagging, Tag Clouds, Ratings, Activity Feeds, Social Bookmarking • Profiles & Expertise INSIGHTS • Organizational Browsers Business Insight & Analysis • Dashboards & Scorecards • BI Reports • Incorporation of LOB Data from CONTENT Data Warehouse • Web Analytics Web & Enterprise Content • PowerPoint, Excel Services, • Web Content Management SEARCH Visio Services • Enterprise Document, Records, Enterprise Search Audio/Video Management • Search Structured & Unstructured Content • Workflows & Routing, Metadata Taxonomies and Folksonomies • Search Content w/in SharePoint, File Shares, Websites, Email Folders, Databases, • Document Imaging & Capture LOB Systems (FAST Search) • Social Relevance & Phonetic Search www.northridge.com | Proprietary & Confidential 7
  • 8. What is User Experience Lexical Definition User Experience (UX) is about how a person feels about using a system. It highlights the experiential, affective, meaningful and valuable aspects of human-computer interaction and product ownership, but it also includes a person’s perceptions of the practical aspects such as utility, ease of use and efficiency of the system. User experience is subjective in nature, because it is about an individual’s feelings and thoughts about the system. User experience is dynamic, because it changes over time as the circumstances change. www.northridge.com | Proprietary & Confidential 8
  • 9. Defining UX Designing for Usability Users Visual Information Interactive Design Design Design www.northridge.com | Proprietary & Confidential 9
  • 10. Defining UX Visual Design Users Visual Information Interactive Design Design Design • Branding • Creative Design • Content Presentation www.northridge.com | Proprietary & Confidential 10
  • 11. Defining UX Information Design Users Visual Information Interactive Design Design Design • Branding • Taxonomy • Creative Design • Content Relationships • Content • Search Presentation • Content Aggregation and Rollup • Page Layout and Flow www.northridge.com | Proprietary & Confidential 11
  • 12. Defining UX Interactive Design Users Visual Information Interactive Design Design Design • Branding • Content Relationships • Navigation (menus) • Creative Design • Taxonomy • Video & Rich Media • Content • Search • Ratings, Tagging & Presentation • Content Aggregation and Comments (Social) Rollup • Advertisements • Page Layout and Flow • Calls to Action • Messaging • Access & Authentication • Personalization www.northridge.com | Proprietary & Confidential • Customization 12
  • 13. Why UX and SharePoint? An Investment in UX is an Investment in SharePoint Increase User Adoption Empower Improve Employees Productivity Brand Drive User Reinforcement Behavior Delight Your End Users www.northridge.com | Proprietary & Confidential 13
  • 14. Poll One How would you classify your “behind-the-firewall” implementation of SharePoint? A. Just another software application that I use daily 1% B. An Intranet 8% C. A portal 13% D. A sophisticated File Share 13% E. Some of the above 38% F. All of the above 23% www.northridge.com | Proprietary & Confidential 14
  • 15. Classifying Portal Maturity www.northridge.com | Proprietary & Confidential 15
  • 16. What is a Portal? “Today's portals are not just about access; the best ones provide true integration of enterprise information, resources, and tools in a unified user experience. The portal is a dashboard that offers all the enterprise information and applications that employees need to do their jobs.” - Jakob Nielsen's Alertbox, July 18, 2011 www.northridge.com | Proprietary & Confidential 16
  • 17. Classifying Your SharePoint Portal Maturity Classification of SharePoint in Your Organization Portal Intranet/Extranet Application Collaboration Site(s) Use of SharePoint in Your Organization Collaboration, Document Business Process Corporate Communications, Management, Social Automation, Reporting, Personalized and Targeted Computing Department Sites Content, Enterprise Search, Enterprise Dashboards www.northridge.com | Proprietary & Confidential 17
  • 18. Classifying Your SharePoint Portal Experience www.northridge.com | Proprietary & Confidential 18
  • 19. SharePoint UX Maturity Model Factor of Configuration and Customization Quality of User Experience High Medium Medium-Low Configuration and Customization (Effort) Light Involved Heavy www.northridge.com | Proprietary & Confidential 19
  • 20. SharePoint Portal UX Maturity Model Marrying UX Maturity with SharePoint Portal Maturity We Can Classify Your UX Needs Based on Your Classification of SharePoint Enterprise High Portal Intranet Medium Collaboration Site Medium-Low UX Should Mature as Your Classification of SharePoint Matures Light Involved Heavy Collaboration, Document Business Process Corporate Communications, Management, Social Automation, Reporting, Personalized and Targeted Computing Department Sites Content, Enterprise Search, Enterprise Dashboards www.northridge.com | Proprietary & Confidential 20
  • 21. Classifying Your SharePoint Experience The Optimal Balance of Configuration and Customization Enterprise High Portal Intranet Medium Sophisticated Collaboration Site Medium-Low Advanced Basic Light Involved Heavy Collaboration, Document Business Process Corporate Communications, Management, Social Automation, Reporting, Personalized and Targeted Computing Department Sites Content, Enterprise Search, Enterprise Dashboards www.northridge.com | Proprietary & Confidential 21
  • 22. Classifications of SharePoint Portal UX Basic Advanced Sophisticated • Branding • Integration of Custom • Sophisticated Creative • Creative Design Developed Web Parts Design and Branding • Content • More Sophisticated • Publishing Presentation Taxonomy • Content Aggregation • Elementary IA • Higher Level of and Rollup • Site Templates Customized/Configured • Content Management • Initial Taxonomy Information Architecture • Advanced IA • Advanced Site Templates • Advanced Page Layouts • Page Layouts • Calls-to-Action • Custom Site Directories • Custom Navigation and Mega-Menus www.northridge.com | Proprietary & Confidential 22
  • 23. Examples Basic UX Established Brand Navigation Consistency Visual Cues Consistent Team Member Web Part Prioritized Task List www.northridge.com | Proprietary & Confidential 23
  • 24. Examples Basic UX www.northridge.com | Proprietary & Confidential 24
  • 25. Examples Basic UX www.northridge.com | Proprietary & Confidential 25
  • 26. Examples Advanced UX Search Navigation Breadcrumb Link List Employee Spotlight Calls-to-action Views into Document Library News List www.northridge.com | Proprietary & Confidential 26
  • 27. Examples Personalized Customer Logo Sophisticated Portal UX Displays the latest news from the Public Website (also on SharePoint) Customer Logo Silverlight components that integrate with LOB Application to display customer specific data. Ryan, Jim Alfredo, can you check on my Shipment coming in from Dubai? Alfredo Santos/US-CORP-IT Sure… It looks like it will clear customs today. Integrated Lync Server chat with real-time presence indication. Personalized RSS News feeds based on the User’s “Industry”. Secure access to customer specific documents. Personalized Events feeds based on the User’s “Industry”. www.northridge.com | Proprietary & Confidential 27
  • 28. Examples Sophisticated Portal UX www.northridge.com | Proprietary & Confidential 28
  • 29. Branding News Carousel Custom Employee Directory and Search Advertisement and Call to Action Personalized Content Social Content www.northridge.com | Proprietary & Confidential 29
  • 30. Poll Two What topics would you like to see discussed in a future webinar? A. SharePoint Information Design & Information Architecture Best Practices 38% B. Personalization Capabilities of the SharePoint platform 17% C. Enterprise Social Capabilities of the SharePoint platform 7% D. Dashboard & Reporting (BI) Capabilities of the SharePoint platform 24% E. Leveraging SharePoint as a platform for your Public Website 10% F. SharePoint ECM & Records Management Best Practices 1% www.northridge.com | Proprietary & Confidential 30
  • 31. Contact Information: www.northridge.com info@northridge.com 855.587.9900 www.northridge.com | Proprietary & Confidential 31