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SPTechCon Boston 2016 - Creating a Great User Experience in SharePoint
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Creating a Great User Experience in SharePoint Marc D Anderson President, Sympraxis Consulting LLC
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Transcript of SPTechCon Boston 2016 - Creating a Great User Experience in SharePoint
Creating a Great User Experience in SharePointMarc D AndersonPresident, Sympraxis Consulting LLC
Who Is Marc? Co-Founder and President of Sympraxis Consulting LLC, located in the Boston suburb of Newton, MA, USA. Sympraxis focuses on enabling collaboration throughout the enterprise using the SharePoint application platform.
Over 30 years of experience in technology professional services and software development. Over a wide-ranging career in consulting as well as line manager positions, Marc has proven himself as a problem solver and leader who can solve difficult technology problems for organizations across a wide variety of industries and organization sizes.
Author of SPServices Awarded Microsoft MVP for SharePoint Server 2011-2016
What Is “User Experience”?
User experience (UX or UE) involves a person's emotions about using a particular product, system or service. User experience
highlights the experiential, affective, meaningful and valuable aspects of human-
computer interaction and product ownership.How does the user feel when they are finished with using
SharePoint?“User experience” from Wikipedia http://en.wikipedia.org/wiki/User_experience
What’s the Solution?Use SharePoint as an out-of-box application whenever possible - We designed the new SharePoint UI to be clean, simple and fast and work great out-of-box. We encourage you not to modify it which could add complexity, performance and upgradeability and to focus your energy on working with users and groups to understand how to use SharePoint to improve productivity and collaboration and identifying and promoting best practices in your organization.
SharePoint
Microsoft Doesn't Advise You Customize SharePoint 2013http://www.cmswire.com/cms/information-management/microsoft-doesnt-advise-you-customize-sharepoint-2013-016608.php
How Can We Succeed?
Form vs. FunctionForm Function
Typically the domain of Designers, Marketing
folks
Typically the domain of
Developers, IT folks
RealityIt has to be both:“function requires
form” The Form v Function Ratio by Dan Antion http://www.aiim.org/community/blogs/expert/The-Form-v-Function-Ratio
Consumer Web• The consumer Web is
both a source of inspiration and an anathema for enterprise developers
• Our users expect no less than what they see on Facebook, Dropbox, Google, etc.
• It’s an expectations problem
Image from The Conversation Prism http://www.theconversationprism.com/Also see: http://www.sptechcon.com/news/the-consumerization-of-the-sharepoint-ui
Information Architecture•A sound Information Architecture provides:• Consistency• Simpler maintenance• One version of the truth
•Use wisely:• Content Types• Managed metadata• List-based Site ColumnsImage from “Explain IA Poster” http://userallusion.com/blog/2010/10/explain-ia-poster/
Be the User• Don’t think about what
SharePoint does or how it does it. Think about what your users want.
• Too many developers eschew SharePoint as a collaboration tool. Use what you build.
• If it’s too slow or cumbersome to you, guess what? It’s worse for your users.
Collaborative Development• Sit with your users• Listen to what they are
asking for• Repeat what they want• Iterate, iterate, iterate• Lather, rinse, repeat –
It’s never “done”• Agile with a small “a” –
roll with the punches
Consultative Services• Don’t expect your users
to understand all functionality
• Training can’t cover everything –demonstrate patterns
• Be an internal consultant
• “How can I help you to solve your requirements?”
Use the “Mom Test”• Questions to ask:• Can a relatively inexperienced technophobe make sense of this?• Do we feel like people will need training? Why?• How often will they use it?• Is it visually appealing?• Is it “accessible”?
Form, Forms, Forms• Create a frictionless
experience• Prefill everything you
can based on context• Add some coolness• Remember the power
of good IA
Don’t Talk About Budget (Too Much)• Your end users don’t
care about your budget• Figure out how to help
them• Look for quick wins –
they can help fund the big changes
• Decide if the workloads SharePoint supports are important enough
• Find executive support
Speed Matters
Two Seconds
Boston Globe, February 02, 2013: Instant gratification is making us perpetually impatient ow.ly/i8Pth
Ramesh Sitaraman, a computer science professor at UMass Amherst, examined the viewing habits of 6.7 million Internet users in a study released in 2012. How long were subjects willing to be patient?
Do you think that’s gotten any longer?
Size Matters• Views should show the
amount of information required to make decisions, no more
• Carefully balance server side and client side code
• Large images can kill the UX
Mobile First?• Whether you aim at
mobile or now, you must have a mobile strategy
• Understand your population
Images courtesy: Method IT, TechNet
Lowest Common Denominator• Know your user base• Browsers• Brands• Versions
• Screens• Size• Resolution• Shape
• Bandwidth• Available RAM
Image from NetMarketShare – timeframe = Q3 2015http://www.netmarketshare.com/browser-market-share.aspx?qprid=2&qpcustomd=0&qptimeframe=Q
“It works on my machine” doesn’t
cut it.
Mind the Fold• If users have to scroll
every time they land on a page, you’ve put things in the wrong place
• Eyes scan from upper left to lower right, much as a TV “paints” the screen
Image 2: F-Shaped Pattern For Reading Web Content http://www.nngroup.com/articles/f-shaped-pattern-reading-web-content/
Use Real Estate Wisely• Decide on your design
aesthetic• Few dense pages vs. many
sparse pages• Graphics vs. text• Color vs. monochrome
• Pet Peeve: Executive images or senseless banners
Error Messages• Please, please, please
NEVER: “Contact your administrator”
• Correlation IDs – Good idea, horrible execution, especially for SharePoint Online
• Tell the user:• What happened?• What did I do to make it
happen?• How can I fix it?
Relinquish Control• Remove the developer
from the equation• List-Based Settings vs.
Property bags• Give users control – it’s
their system• Focus on important
development work
Seek and Ye Shall Find…• Search is about finding,
not searching• Search is not just a
search box• Requires regular care
and feeding• Use search to drive
effects
Additional Thoughts and Contradictions• Consistency to a fault -
Don’t be constrained by what SharePoint gives you
• Yet, you’ve bought a box, don’t stray too far out of it
• Name it – it’s not SharePoint
• Visual cues – not just text It always comes back to “It
Depends”
Remember…
Form vs. FunctionForm Function
Typically the domain of Designers, Marketing
folks
Typically the domain of
Developers, IT folks
RealityIt has to be both:“function requires
form” The Form v Function Ratio by Dan Antion http://www.aiim.org/community/blogs/expert/The-Form-v-Function-Ratio
Contact InformationEmail [email protected]
Twitter @sympmarcBlog http://sympmarc.com
SPServices http://spservices.codeplex.comSPXSLT http://spxslt.codeplex.comBooks http://sympmarc.com/books
The Middle Tier Manifesto http://bit.ly/middletier
