Published on March 3, 2014
Balancing user experience with an out-of-the-box design in SharePoint 2013 Rebecca Jackson Intranet Specialist @_rebeccajackson Melbourne Business User Group (Mbug) 28 February 2014
About Melbourne Water • Victorian Government owned • 1700 people with intranet access • Caretaker for • Water supply catchments • Removal / treatment of sewage • Rivers, creeks, major drainage
Intranet Redevelopment project • Current intranet: • End-of-life of life technology • Content is out-of-date • Limited ability to manage content and improvements internally • Lack of innovation • Difficult to implement governance
Intranet Redevelopment project • New intranet: • SharePoint 2013 • Improved user experience • Fresh look and feel • New information architecture • Focusing on core intranet features • No collaboration yet • Limited social
Project status • Current activities: • In the final phase of development • Majority of content is written, being reviewed • Key activities to come: • User acceptance testing • Training • Content migration • Launch, currently planned for May 2014
OOTB vs user experience A key project objective is around user experience. We also have a requirement to meet A and AA accessibility guidelines as per WCAG 2.0. This is sometimes at odds with our need to stay as close to out-of-the- box as possible.
A quick disclaimer
User experience approach • Completed by a User Experience expert from PWC’s Stamford • Based on functional requirements and persona needs • Desk top review • User interviews • Three rounds, one after each iteration • 16 users in total • Spread across personas, business groups and roles
Newsfeed and social features “I’m thinking maybe it [comments] would go into Yammer.” SharePoint 2013 includes a number of out-of-the-box social features: • News feed • Following people and pages • #hashtags • @replies Usability issues with social features. • Users assumed the features were Yammer integration. • Found the follow feature confusing.
News feed and social features
Comments (Note board) There is a Note board feature in SharePoint 2013 which we renamed to ‘Comments’ to use on content pages. Usability issues: • ‘Previous’ and ‘Next’ buttons appear and look clickable, even if there are no other comments. • Default message added confusion for users and referred to ‘notes’. • There was no way for page owners or authors to know if someone had left a comment. • People assumed comments were moderated.
Comments (Note board)
SharePoint terminology Most users were confused by unfamiliar SharePoint terminology: • Newsfeed • SkyDrive • Sites
Search SharePoint 2013 search is a significant improvement for our users out- of-the-box. However… • Refinement options were completely overlooked by most participants. • No partial search. • Both for standard search, and for people search. • Refinements in the header search were not clear for people. • The search box and refinements were not clearly formatted. • Multiple search views confusing.
Organisational chart People loved that they could see reporting relationships on user profiles. But… • The profile page org chat display is inconsistent. • There’s a ‘SEE MORE’ link, which most users didn’t notice. • If they got to the Silverlight view on the next page: • It was too small. • The scrolling transition wasn’t easy to use.
Organisational chart • First screenshot shows only direct reports • Second one shows colleagues • Not easy to visually differentiate
My sites • User profiles are a separate from the main SharePoint site. • Makes standardising look and feel problematic. Usability issues with My Sites • Not clear for users how to navigate back to the main intranet. • Contact details layout and spacing poor. • ‘SEE MORE’ button hiding information.
Dot dot dot Where there are more menu options on functions SharePoint 2013 uses ‘…’ to indicate there is more. Problem? • Users don’t see the dots. • Further functions remain hidden.
Dot dot dot
Accessibility review • Completed by an accessibility expert from PWC’s Stamford • Against Web Content Accessibility Guidelines (WCAG 2.0) • Desk top review • Assisted technology review
Accessibility findings A selection of features that did not meet A or AA accessibility requirements. • Features not keyboard accessible. • For example: Formatting toolbar, certain buttons, dropdowns. • Error messaging not accessible to screen readers. • Some form fields missing instruction. • OOTB images with alt text missing or inappropriately used. • Focus order illogical, and in some cases inappropriately used.
Accessibility Inappropriate use of focus – content preview is functional.
Conclusions • An out-of-the-box intranet is unlikely to meet the usability requirements of your staff. • Based on our testing accessibility wasn’t a pass out-of-the-box • We assessed the importance of the feature against the severity of the issue. • Some changes could not be made for this development, but will be road-mapped for post-launch improvements. • Build user experience and accessibility into your project and requirements. • Test. • Test early. • Test throughout the project.
Questions? Feel free to get in touch: Rebecca Jackson @_rebeccajackson firstname.lastname@example.org rebeccajacksonblogs.wordpress.com.au
User profiles in SharePoint Server 2013 ... Microsoft SharePoint Designer 2013 ... Improved site collection upgrade experience. SharePoint Server 2013 ...
... Learn about the benefits and uses of My Sites in SharePoint Server 2013. ... SharePoint Server 2013 provides user ... experience ... Did ...
The SharePoint 2013 Branding Experience. ... And no one should start with an out-of-the-box SharePoint ... The SharePoint 2013 Responsive Design Experience;
SharePoint Stack Exchange is a question and answer site for SharePoint enthusiasts. ... Sharepoint 2013 ... SharePoint; User Experience; Mathematica;
... SharePoint 2013 supports Internet Protocol Version 4 ... For home users; ... IP support in SharePoint 2013.
SharePoint 2013 introduces the Design ... The search experience in SharePoint 2013 is beyond just a great user experience, ... Out of the box SharePoint ...
This SharePoint 2013 End User class ... The InfoPath Designer can then be used to publish the forms you design to SharePoint ... The experience and ...
SharePoint 2010 vs. SharePoint 2013 ... and metadata is fully leveraged in 2013. • Several helpful user experience improvements ... Out of the Box ...