objective digital intranet workshop
DESCRIPTION
Build a more usable intranet. User research and design. Presentation by James Breeze and Joanna Lewis at Arkgroup conference in Sydney Nov 2007TRANSCRIPT
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Engage your organisation
Involving management, staff and IT in your intranet (re)development project
James Breeze, Chief Experience Officer Joanna Lewis, Customer Experience Consultant
1www.objectivedigital.com
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Program
Why engage your organisation? 9.30 – 11.00
Morning tea11.00 – 11.20
Gathering requirements 11.20 – 12.30
Lunch12.30 – 1.30
Communicating your needs 1.30 – 3.00
Afternoon tea 3.00 – 3.20
Validating your design 3.20 – 4.00
2www.objectivedigital.com
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Activity: Introductions
• Where are you in the process?
• What are your key issues?
3www.objectivedigital.com
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Why engage your organisation?
• Executive: – Strategic direction, funding, ownership
• Management: – Content owners, provide resources, lead
cultural change• IT:
– Providers of platform, technical support, projects methodology, ‘gatekeepers’
• Staff : – User needs
4www.objectivedigital.com
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Intranet governance
Executive ownership
Strategic direction: engaging management,
IT, key divisions
Tactical engagement: web authors, publishers, staff representatives assist in user-research
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Activity: Governance
• What governance structure best suits your organisation?
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Gathering Requirements
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Basis for requirements
• Context: your business, strategy, goals, ‘next big thing’, technical environment
• Content: content types, volume, functionality
• Users: user types, how and when they access content
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Activity: Requirements
• What are the requirements for your intranet project?
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Techniques for gathering requirements
• Current web usage and search data
• Stakeholder interviews
• Focus groups
• Ethnographic research
• Surveys
10www.objectivedigital.com
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Activity: Requirements
• Write a script for a stakeholder interview for your intranet project.
• Write a script for a user focus group for your intranet project.
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Communicating your needs
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Communicating your needs
• Requirements report
• Information architecture (IA)
• Wireframes
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What to consider for IA
• Primary navigation structure
• Secondary navigation
• Alternative access paths
• Home page content
• Utilities links
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Techniques for developing IA
• Brainstorm (within project team)
• Workshop (with key stakeholders)
• Card sorting– open– closed
Tip: Use remote card sorting with optimalsort.com
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Tools for documenting IA
• MS Word or Excel
• MS Visio
• Mindmap (demonstration)
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Wireframe design
• IA and navigation design skeleton
• Low tech, easily edited
• Demonstrates navigation and page layout
• Wireframe for key page types
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What to consider for wireframing
• Constraints – technical, CMS, accessibility
• Different page requirements
• Navigation depth and design
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Techniques for wireframing
• Brainstorm with key resources – technical, design, IA
• Document with MS PowerPoint, MS Visio, Axure or other diagramming software
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Activity: Developing the following intranet wireframe
• Navigation structure to four levels (9 at L1)• Home page content: DG’s Blog, 4 news
items, access to 5 key applications, 5 key forms, 1 large promotional pod
• Utilities for search, staff directory, sitemap, intranet help, site feedback
• Slow access in regional areas
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Validating your design
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Validating your design
• Prototyping– Paper prototyping– HTML prototyping
• Usability testing– Guerilla testing– Formal testing
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Typical usability test
• Brief explanation of project and process
• First impressions: user browses around the site and gives verbal impression
• Scenarios: user completes set tasks on the site
• Evaluation: user completes open and closed questions evaluating the site
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Activity: Scenarios
• Write 5 key scenarios to test your intranet development.
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Summary of organisational involvement
• Intranet governance
• Requirements - organisational strategy, technical platform, content, users
• Information architecture – brainstorming, cardsorting
• Wireframing - brainstorming
• Development – usability testing
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Contact
O: Level 3, 50 York St Sydney NSW 2000
P: 1300 858 015
W: www.objectivedigital.com
B: www.usableworld.com.au
©2007 Objective Digital Pty Ltd 26www.objectivedigital.com