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ROT Analysis Categories:• Migrate• Redundant• Outdated• Trivial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

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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