Post on 15-Jan-2017
WEBINAR
UX Considerations for an Office 365 Migration
About Adam
Adam Kruegerakrueger@portalsolutions.net
UX PracticeDirector 14+ years in User Experience Design
SharePoint Expertise: User Experience Design, Information Architecture, SharePoint Front-End Development
Culinary project: Ramen!
About Cat
Cat Norriscnorris@portalsolutions.net
UX Developer 6+ Years in UX Development
SharePoint Expertise: SharePoint API, Process Automation, Custom Development, User Adoption
Current Art Project:Clay Dragon Spoon Rest
About Ryan
Ryan Patrick Tullyrptully@metalogix.com
Product Manager 9+ Years in Consumer Data-Driven IT
SharePoint Expertise: Content Migration, Security and Governance, Client-Side APIs
Why Move to Office 365?• Continual Improvements• Scalability• Access• Decrease in Personnel Costs• Up Time• Last Migration• Seamless Integration • Reduce your Carbon Footprint
Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
Always• Straight OTB (no customizations)• Utilize client-side API’s
Sometimes• Relying on the DOM and front-end code• Modifying master page and page layout files
Never• Modifying the suite bar, system master
pages, or native artifacts such as content types or layouts.
Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
Content Analysis Properties:• Name • Description• Purpose• Audience
ROT Analysis Categories:• Migrate• Redundant• Outdated• Trivial
User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
What UX Designers Do (in a nutshell) 1. Solve: Understand the problem2. Design: Create/build/organize
based on that understanding3. Evaluate: Assess the solution4. (Repeat)
User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Repeat• A couple research tools
OptimalSortCreate your site structure
TreejackValidate your site structure
https://www.optimalworkshop.comYo
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Verify Through Usability Testing (Getting It Right the 2nd or 3rd Time)• What am I testing?• Selecting Users• Is it usable?• Does it meet business objectives?• Does it empower people to be
successful?
• Selecting Content• Old vs. New• High Value; High Concept
• Selecting Format• Low-fidelity vs. High-fidelity
Verify Through Usability Testing (Getting It Right the 2nd or 3rd Time)• What am I testing?• Selecting Users• Is it usable?• Does it meet business objectives?• Does it empower people to be
successful?
Verify Through Usability Testing (Getting It Right the 2nd or 3rd Time)• What am I testing?• Selecting Users• Is it usable?• Does it meet business objectives?• Does it empower people to be
successful?
Verify Through Usability Testing (Getting It Right the 2nd or 3rd Time)• What am I testing?• Selecting Users• Is it usable?• Does it meet business objectives?• Does it empower people to be
successful?
Verify Through Usability Testing (Getting It Right the 2nd or 3rd Time)• What am I testing?• Selecting Users• Is it usable?• Does it meet business objectives?• Does it empower people to be
successful?
Education and Governance• Educating (not training) users to be
successful• Ensuring that our education teaches in
business context• Successful UX concerns for governance
What is the SharePoint User Experience?
• Is it just Master Pages, CSS, JavaScript?
.....NO!
• Site Hierarchy/Sprawl
• Content Accessibility
• Navigation
• Content Searchability
• Consolidation/Split
Each Environment Is Its own – Just Like Each Migration
• Skip SharePoint versions e.g. 2010 straight to SharePoint Online
• Manually recreate content or migrate• Reorganize - splitting or merging sites &
lists taxonomy, permissions, content types• Re-template sites• Add metadata to documents• Consolidate different content experiences• Allow users to own their own content
Do you?
Strategy & Inventory
Updated Information Architecture & New Features
Prepare - Reorganization?
Prepare - Migrate, archive, or leave behind?
Getting Ready to Migrate
Plan to Leverage New Functionality
Community Sites
Managed Navigation
Social Features
Mobile Devices
Deprecated Site Definitions
New functionality can significantly increase potential adoption if used well:• Managed Metadata & Navigation – find relevant
information faster!• “New” file storage and sharing capabilities
Evaluate current business process
Consider existing site structures
Departmental/team reorganization
Publishing requirements
Search/findability
Navigation
Content Growth
“Over half feel they would be 50% more productive with enhanced workflow, search, information reporting, and automated document creation tools” 1
1 – The SharePoint Puzzle – adding the missing pieces, AIIM, 2012
Develop an Information Architecture (IA)
Assess Your Migration Options
3rd Party Help?
Out of the Box?
Migration Methods
Manual Migration 3rd Party Help
To O365
Main use case
Benefit
YesYes
All SituationsBrand New Deployment
Keep content and technical capabilities
Flexibility to move content anywhere
Portal Solutions is offering a free usability assessment of your intranet.
Contact Us For Detailshttp://www.portalsolutions.net/schedule-a-consultation
Next Steps
Thank you. Download our E-book:Designing A User-Centered Intranet For SharePoint Online