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Know Thy User
      The Missing Ingredient in SharePoint Solutions




Presented by Marcy Kellar
My Name is Marcy Kellar
I Live In Indianapolis
I Solve Problems


Sometimes I Blog TheSharePointmuse.com

Mostly I Tweet @marcykellar
Agenda

  • MY STORY

  • WHY USERS ARE MISSING

  • DEFINING THE BUZZWORDS

  • USER CENTERED DESIGN + SHAREPOINT
    WALKTHROUGH

  • Q&A

  *resources av
              ailable at end of slide deck
THIS IS ME AT WORK
SharePoint
 SchmarePoint




 Will it Fix My
Dreadful Task?
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
DREADFUL TASK IN PROGRESS
DISASTER
I DREADED GOING TO WORK
THEN CAME SHAREPOINT
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
THIS
IS WHAT
WE DID
USER CENTERED DESIGN (UCD)

 EVALUATE                    RESEARCH




  DESIGN                     CONCEPT
SUCCESS!!!
2500+ USERS ADOPTED

4 PROCESSES INTEGRATED

6 MONTHS TO LAUNCH*

1 HACKED SHAREPOINT SITE

1 RECOMMENDATION




*NOT BAD CONSIDERING FDA AUDIT
LESSONS
LEARNED
LESSONS   SHAREPOINT SOLVES USERS PROBLEMS

LEARNED
          UCD METHODS = USABLE SOLUTIONS

          A NOVICE CAN DO IT (WITH GUIDANCE)

          SHAREPOINT + UCD CHANGES LIVES
WHERE
HAVE ALL THE

USERS
 GONE?
1. Not Talking To Users
2. Focus on Features
3. User Surrogates
4. No Feedback Mechanism (or Plan to Iterate)
5. Testing Too Late
6. Usability At the End of The Project
HOW DOES
 USER CENTERED DESIGN

  RELATE TO
USER EXPERIENCE, USER INTERFACE
        AND USABILITY?
Too Many BuzzWords
BREAKFAST.
BREAKFAST.
USER
USER CENTERED DESIGN (UCD)



  How do you currently approach breakfast?

         What do you expect to eat?




Do you have any challenges eating breakfast?
USER INTERFACE (UI)
USABILITY




www.latenightwithjimmyfallon.com
USER EXPERIENCE (UX)
USER CENTERED DESIGN (UCD)


 Did this meal meet your expectations?



What could be better about the experience?
SHAREPOINT + UCD
WALK-THROUGH
USER CENTERED DESIGN (UCD)

 EVALUATE                    RESEARCH




  DESIGN                     CONCEPT
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
You can use an eraser
on the drafting table or
a sledge hammer on the
construction site.
— Frank Lloyd Wright
Challenges



             TIME

             MONEY

             RESOURCES
There Are Many UCD Methods




http://project.cmd.hro.n
l/cmi/hci/toolkit/index.p    http://www.usabilitynet.org/tools/methods.htm
hp
Research




  QUANTITATIVE   • TELLS YOU WHAT (DATA)
   QUALITATIVE   • TELLS YOU WHY (ANECDOTAL)
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Design for SharePoint)
PLAN & VISION
Stakeholder Meeting
COMPETITIVE ANALYSIS
Competitive Analysis (Look at What Others Are Doing)




     http://www.nngroup.com/articles/intranet-design/
USER RESEARCH
User Interviews
Contextual Inquiry




       Pay attention to what users
       do, not what they say.
       ~Jakob Nielsen
Personas
Know thy user, and
you are not the user.
— Arnie Lund
Personas




           Stakeholder Interviews




                PERSONAS
Forensic Research (Log File Analysis)
Just because nobody
complains doesn’t
mean all parachutes
are perfect.
— Benny Hill
FUNCTIONAL REQUIREMENTS
Card Sorting
CONCEPTUAL DESIGN
Sketches and Paper Prototypes
Wireframes




    Created with
     Mockflow
PROTOTYPES
Prototypes


              Created
             with Axure
USABILITY TESTING
“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
Thinking aloud may
be the single most
valuable usability
engineering method.
— Jakob Nielsen
BENEFITS
IMPROVE UX

IDENTIFY OPPORTUNITIES


INCREASE PRODUCTIVITY



     SAVE MONEY
The joy of an early release
lasts but a short time. The
bitterness of an unusable
system lasts for years.
— Anonymous
Usability Testing          Personas                       General Approach
Rocket Surgery Made Easy   About Face 3: The Essentials   Sketching User Experiences
Steve Krug                 of Interaction Design          Bill Buxton
                           Alan Cooper




    GOOD READS
UX Project Planning      Personas                  Card Sorting Instructions
(smashingmagazine.com)   (webcredible.co.uk)       (mit.edu)
User Centered Design     Personas                  Card Sorting
Methods                  (wiki.fluidproject.org)   (measuring usability.com)
(usabilitynet.org)
                         Creating Personas         Card Sorting Guide
List of UCD Methods      (usability.gov)
(usability.net)                                    (boxesandarrows.com)

UCD Methods              What to Put in a
                         Persona                   Thinking Aloud Technique
Stakeholder meeting      (J.D. Meier's Blog)       (project.cmd.hro.nl)
(usabilitynet.org)
                         Example Personas          Thinking Aloud: The #1
User Interviews          (stcbok.editme.com)
(usabilitynet.org)                                 Usability Tool
User Interview           Paper Prototyping         (nngroup.com)
                         (usabilitynet.org)
Instructions
(uxmastery.com)                                    Why You Only Need To
                                                   Test With 5 Users
                                                   (nngroup.com)

                                                   An Intro to Usability Testing

   RESOURCES                                       (usabilitygeek.com)
User Interviews            Card Sorting       General
MindJet                    Optimal Workshop   Designing the User
                                              Experience Poster
Mindmeister                Userzoom.com       (http://www.mprove.de)
                           Websort.net
Personas
Persona Template (.pdf)    Prototyping
(wireframes.linowski.ca)
                           Balsalmiq
Persona Template (.pdf)
(eightshapes.com)          Mockflow
                           Axure
Persona Template (.ppt)
(Boagworld.com)




 TOOLS & TEMPLATES

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