webinar: ux considerations for an office 365 migration
TRANSCRIPT
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WEBINAR
UX Considerations for an Office 365 Migration
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About Adam
Adam [email protected]
UX PracticeDirector 14+ years in User Experience Design
SharePoint Expertise: User Experience Design, Information Architecture, SharePoint Front-End Development
Culinary project: Ramen!
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About Cat
UX Developer 6+ Years in UX Development
SharePoint Expertise: SharePoint API, Process Automation, Custom Development, User Adoption
Current Art Project:Clay Dragon Spoon Rest
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About Ryan
Ryan Patrick [email protected]
Product Manager 9+ Years in Consumer Data-Driven IT
SharePoint Expertise: Content Migration, Security and Governance, Client-Side APIs
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Why Move to Office 365?• Continual Improvements• Scalability• Access• Decrease in Personnel Costs• Up Time• Last Migration• Seamless Integration • Reduce your Carbon Footprint
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Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
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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.
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Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
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Special Considerations for Office 365• Evergreen platform• Managing customizations• Hybrid deployments• 3rd Party Considerations
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User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
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User Research (The Secret Sauce)• Why Research• 2x2 Types of research• Content audits & ROT analysis• Solve, Design, Evaluate• A couple research tools
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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
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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)
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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
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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?
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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?
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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?
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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?
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Education and Governance• Educating (not training) users to be
successful• Ensuring that our education teaches in
business context• Successful UX concerns for governance
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What is the SharePoint User Experience?
• Is it just Master Pages, CSS, JavaScript?
.....NO!
• Site Hierarchy/Sprawl
• Content Accessibility
• Navigation
• Content Searchability
• Consolidation/Split
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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?
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Strategy & Inventory
Updated Information Architecture & New Features
Prepare - Reorganization?
Prepare - Migrate, archive, or leave behind?
Getting Ready to Migrate
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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
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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)
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Assess Your Migration Options
3rd Party Help?
Out of the Box?
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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
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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