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Step-By-Step Methodology for
Creating Digital Workplaces
GoFaster.
WorkBetter.
MoveTogether.
with Digital Workplace Design
Todayyou’lllearn
• Our approach
• Concrete steps you can follow
• How to think about Digital Workplace Design
OurApproach
• Methodology: five phases of development
• Four pillars of Digital Workplace Design
• Manage Risk to ensure success
Methodology:
Manage RiskDigital Workplace DesignMethodology
fivephasesofdevelopment
Manage RiskDigital Workplace DesignMethodology
2Design
1Define
3Build
4Launch
5Operate
1Define
• Concrete storyboards
• Firm costs
• Clear timelines
• Informed decisions
Manage RiskDigital Workplace DesignMethodology
2Design
• Plans for site
• Branding
• Structure and navigation
• Consumption and contribution
Manage RiskDigital Workplace DesignMethodology
3Build
• Structures and navigation
• Visual design
• Feeds
• Content lifecycle
Manage RiskDigital Workplace DesignMethodology
4Launch
• Populating the site
• Change management
• Go-live confidence
Manage RiskDigital Workplace DesignMethodology
5Operate
• Ongoing collaboration
• Health and upgrades
• Curation and refreshes
Manage RiskDigital Workplace DesignMethodology
Manage RiskDigital Workplace DesignMethodology
2Design
1Define
3Build
4Launch
5Operate
Thefourpillarsof
DigitalWorkplace
Design
Manage RiskDigital Workplace DesignMethodology
Manage RiskDigital Workplace DesignMethodology
1Visual
2Information
3Technology
4Solution
1Visual
• Reflect community identity
• Defer complexity
• Aid consumption
• Simplify and reward participation
Manage RiskDigital Workplace DesignMethodology
2Information
• Present meaningful concepts
• Make things easy to find and surface
• Reduce information overload
• Enforce security
• Design for today and tomorrow
Manage RiskDigital Workplace DesignMethodology
3Technology
• Choose the right tools
• Build the right thing
• Simplify and prioritize
• Deliver consumer-grade UX
Manage RiskDigital Workplace DesignMethodology
4Solution
• Frame goals of site
• Define each purpose
• Use whenever things aren’t crystal clear
• Pause to go faster
Manage RiskDigital Workplace DesignMethodology
Manage RiskDigital Workplace DesignMethodology
1Visual
2Information
3Technology
4Solution
ManageRisk
toensuresuccess
Manage RiskDigital Workplace DesignMethodology
Managed Risk
means
• Build the right thing
• Deliver a complete solution
• Launch on time
• Stay within budget
• Enjoy a smooth ride
Manage RiskDigital Workplace DesignMethodology
Managed Risk
techniques
• Bounded iterative approach
• Non-incremental iterations
• Adhere to overall scope
• Breakdown complexity into smaller components
• Plan for Phase 2
Manage RiskDigital Workplace DesignMethodology
Taking a
Manage RiskDigital Workplace DesignMethodology
DeeperLook
Manage RiskDigital Workplace DesignMethodology
Manage RiskDigital Workplace DesignMethodology
Define
• Define roadmap
• Crystal clear phase 1 scope
• Specify purposes of site
• Use available platform features
• Allow for learning
Solution Design
Manage RiskDigital Workplace DesignMethodology
Solution
• Definition
• Feedback
• Inspiration and Design
• Storyboard
• Feedback
Design
Manage RiskDigital Workplace DesignMethodology
• Structure
• Taxonomy
• Navigation
• Permissions
Visual DesignInformation Design
Design
Manage RiskDigital Workplace DesignMethodology
• Content lifecycle management
• Eliminate duplication and pursue reuse
• Automate contribution with blueprints
• Create self-maintaining feeds
Visual DesignInformation Design
Design
Manage RiskDigital Workplace DesignMethodology
• Branding to reflect culture
• Prioritize information consumption
• Support site flow
• Provide consistency
• Think “consumer grade”
Visual DesignInformation Design
Build
User GuideBuildoutContent Strategy
Manage RiskDigital Workplace DesignMethodology
• Create structures
• Apply taxonomies
• Implement navigation
• Build landing pages with feeds
• Set permissions
Build
User GuideBuildoutContent Strategy
Manage RiskDigital Workplace DesignMethodology
• Blueprints
• Workflows
• Drafts and publishing
• Scheduling
• Review and archiving
Build
User GuideBuildoutContent Strategy
Manage RiskDigital Workplace DesignMethodology
• Foundation for training
• Not a comprehensive tool manual
• Document use of the system as designed
• Available in system
Manage RiskDigital Workplace DesignMethodology
Solution
• Definition
• Feedback
• Inspiration and Design
• Storyboard
• Feedback
ManageRisk
• Bounded iterative approach
• Adhere to overall scope
• Remember phase 2
Manage RiskDigital Workplace DesignMethodology
Launch
Launch PlanContent Creation
Manage RiskDigital Workplace DesignMethodology
• Seed site with initial information
• Involve content owners
• Training advance users
Move-In
Launch
Launch PlanContent Creation
Manage RiskDigital Workplace DesignMethodology
• Reorganize or migrate existing content
• Often complex and difficult to scope
• Solution Design process can help
• Use bounded iterative approach if possible
• Approach spectrum: Do Nothing to Big Bang
Move-In
Launch
Launch PlanContent Creation
Manage RiskDigital Workplace DesignMethodology
• Change management process
• Onboarding new users
• Curate meaningful initial experiences
• Involve external infrastructure teams
• Dry runs are essential
Move-In
Operate
Manage RiskDigital Workplace DesignMethodology
• Ongoing contribution
CollaborationHousekeeping Checkups
Operate
Manage RiskDigital Workplace DesignMethodology
• Everything in its place
• Ensure taxonomy is applied
• Archiving or deleting stale content
• Extending the design
• Establishing a feedback system
CollaborationHousekeeping Checkups
Operate
Manage RiskDigital Workplace DesignMethodology
• System health
• Software updates
• New tools
• Plan for refresh
CollaborationHousekeeping Checkups
Congratulations
Summary
• Five methodology phases and activities
• Four pillars of Digital Workplace Design
• Risk management
Thankyou.
digitalworkplacedesign.com

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Step by-step methodology for creating digital workplaces