Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution

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Transcript of Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution

MARCY KELLARPRESENTED BY

My Name is Marcy Kellar

I Live In Indianapolis

I Solve Problems

Sometimes I Blog TheSharePointmuse.com

Mostly I Tweet @marcykellar

And I work for HighPoint Solutions

Agenda

• MY STORY

• USER CENTERED DESIGN OVERVIEW

• BAD PRACTICES and BEST PRACTICES

• BENEFITS

• RESOURCES

THIS IS ME AT WORK

SharePoint

SchmarePoint

Will it Fix My

Dreadful Task?

DISASTER

I DREADED GOING TO WORK

THEN CAME SHAREPOINT

THEN CAME SHAREPOINT

THISIS WHAT

WE DID

USER CENTERED DESIGN (UCD)

RESEARCH

GOALS, CONTEXT, PAIN POINTS

CONCEPTWIREFRAMES, CARD SORTING

DESIGN

PROTOTYPES, MOCKUPS

EVALUATETEST WITH REAL USERS

SUCCESS!!!

2500+ USERS ADOPTED

4 PROCESSES INTEGRATED

6 MONTHS TO LAUNCH

1 HACKED SHAREPOINT SITE

1 RECOMMENDATION

LESSONS LEARNED

SHAREPOINT SOLVES PROBLEMS

KEEPING THE USER AT THE CENTER OF THE

DESIGN PROCESS

1. MAKES A SITE USABLE

2. FACILITATES USER ADOPTION

A NOVICE CAN DESIGN A USER

CENTERED SOLUTION (WITH GUIDANCE)

THE RIGHT SOLUTION CAN CHANGE LIVES

Agenda

• MY STORY

• USER CENTERED DESIGN OVERVIEW

• BAD PRACTICES and BEST PRACTICES

• BENEFITS

• RESOURCES

BREAKFAST.

How do you currently approach breakfast?

Do you have any challenges eating breakfast?

USER CENTERED DESIGN (UCD)

What do you expect to eat?

USER INTERFACE (UI)

www.latenightwithjimmyfallon.com

USABILITY

USER EXPERIENCE (UX)

USER CENTERED DESIGN (UCD)

Did this meal meet your expectations?

What could be better about the experience?

Agenda

• MY STORY

• USER CENTERED DESIGN OVERVIEW

• BAD PRACTICES and BEST PRACTICES

• BENEFITS

• RESOURCES

BAD PRACTICE: FOCUS ON FEATURES

DEFINE GOALS,DERIVE FEATURES

Stakeholder Meeting

BAD PRACTICE: NOT TALKING TO USERS

INTERVIEW USERS(YES YOU HAVE TO TALK TO THEM)

User

InterviEwER

Just because nobody complains doesn’t mean all parachutes are perfect.— Benny Hill

BAD PRACTICE: USER SURROGATES

KEEP THE USER AT THE

CENTEROF THE

DESIGN PROCESS

Know thy user, and you are not the user.— Arnie Lund

Personas

Personas are archetypes

of users whose

motivations, pain points

and behavior patterns

are catalogued,

summarized in a single

page layout.

Remind design team

that "you are not the

user.“

Keep the user at the

center of the design

process.

PERSONAS

Stakeholder Interviews

PERSONAS

BAD PRACTICE: USABILITY = DESIGN COMPS

CREATE WIREFRAMES BEFORE VISUAL DESIGN

COMPS

SKETCHES AND PAPER PROTOTYPES

WIREFRAMES

Created with

Mockflow

BAD PRACTICE: NO FEEDBACK MECHANISM

VALIDATE

EARLYCONCEPTS

CARD SORTING

You can use an eraser on the drafting table or a sledge hammer on the construction site.— Frank Lloyd Wright

BAD PRACTICE: TESTING TOO LATE

TEST WIREFRAMES/ SKETCHES WITH 5 USERS

“THINK ALOUD” TECHNIQUE

Graphic from Rocket Surgey Made Easy, S. Krug

TESTING WITH JUST 5 USERS CAN FIND 85% OF YOUR

SITE'S PROBLEMS.

Source: NNGroup

TEST DESIGN BEFORE BUILDING ANYTHING IN

SHAREPOINT

BEST PRACTICES SUMMARY

1. DEFINE GOALS, NOT FEATURES

2. KEEP THE USER AT THE CENTER OF THE DESIGN

PROCESS

3. INTERVIEW USERS (YES YOU STILL HAVE TO TALK TO THEM)

4. VALIDATE EARLY CONCEPTS WITH USERS USING

METHODS SUCH AS CARD SORTING

5. CREATE WIREFRAMES BEFORE VISUAL DESIGN

COMPS

6. TEST WIREFRAMES/ SKETCHES WITH 5 USERS

7. TEST DESIGN BEFORE BUILDING IN SHAREPOINT

Agenda

• MY STORY

• USER CENTERED DESIGN OVERVIEW

• BAD PRACTICES and BEST PRACTICES

• BENEFITS

• RESOURCES

IMPROVE UX

INCREASE PRODUCTIVITY

IDENTIFY OPPORTUNITIES

SAVE MONEY

BENEFITS

The joy of an early release lasts but a short time. The bitterness of an unusable system lasts for years.— Anonymous

Agenda

• MY STORY

• USER CENTERED DESIGN OVERVIEW

• BAD PRACTICES and BEST PRACTICES

• BENEFITS

• RESOURCES

RESOURCES

UX Project Planning

(smashingmagazine.com)

User Centered Design

Methods

(usabilitynet.org)

List of UCD Methods

(usability.net)

UCD Methods

Stakeholder meeting

(usabilitynet.org)

User Interviews

(usabilitynet.org)

User Interview

Instructions

(uxmastery.com)

Personas

(webcredible.co.uk)

Personas

(wiki.fluidproject.org)

Creating Personas

(usability.gov)

What to Put in a

Persona

(J.D. Meier's Blog)

Example Personas

(stcbok.editme.com)

Paper Prototyping

(usabilitynet.org)

Card Sorting Instructions

(mit.edu)

Card Sorting

(measuring usability.com)

Card Sorting Guide

(boxesandarrows.com)

Thinking Aloud Technique

(project.cmd.hro.nl)

Thinking Aloud: The #1

Usability Tool

(nngroup.com)

Why You Only Need To

Test With 5 Users

(nngroup.com)

An Intro to Usability Testing

(usabilitygeek.com)

TOOLS & TEMPLATES

User Interviews

MindJet

Mindmeister

Personas

Persona Template (.pdf)

(wireframes.linowski.ca)

Persona Template (.pdf)

(eightshapes.com)

Persona Template (.ppt)

(Boagworld.com)

Card Sorting

Optimal Workshop

Userzoom.com

Websort.net

Prototyping

Balsalmiq

Mockflow

Axure

General

Designing the User

Experience Poster

(http://www.mprove.de)

CREDITSPhotography by iStock.com and Marcy Kellar

Illustrations and Comics by Marcy Kellar

Breakfast Analogy inspired by Ed Lea's Infographic

THANK YOU

Follow Me @marcykellar

PRINCETON SHAREPOINT USER GROUP

• Different SharePoint discussions each month on various topics.

Announced on meetup.com

• Meets 4th Wednesday of every month

• 6pm – 8pm

• Infragistics Office

• 2 Commerce Drive, Cranbury, NJ

• http://www.meetup.com/princetonSUG

• http://www.princetonsug.com

THANK YOU EVENT

SPONSORS

• Platinum & Gold

sponsors have tables

here in the Fireside

Lounge

• Please visit them and

inquire about their

products & services

• To be eligible for

prizes make sure

your bingo card is

signed by all

Platinum/Gold