Published on November 13, 2007
Engage your organisation Involving management, staff and IT in your intranet (re)development project James Breeze, Chief Experience Officer Joanna Lewis, Customer Experience Consultant www.objectivedigital.com 1
Program Why engage your organisation? 9.30 – 11.00 Morning tea 11.00 – 11.20 Gathering requirements 11.20 – 12.30 Lunch 12.30 – 1.30 Communicating your needs 1.30 – 3.00 Afternoon tea 3.00 – 3.20 Validating your design 3.20 – 4.00 www.objectivedigital.com 2
Activity: Introductions • Where are you in the process? • What are your key issues? www.objectivedigital.com 3
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 www.objectivedigital.com 4
Intranet governance Executive ownership Strategic direction: engaging management, IT, key divisions Tactical engagement: web authors, publishers, staff representatives assist in user-research
Activity: Governance • What governance structure best suits your organisation? www.objectivedigital.com 6
Gathering Requirements www.objectivedigital.com 7
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 www.objectivedigital.com 8
Activity: Requirements • What are the requirements for your intranet project? www.objectivedigital.com 9
Techniques for gathering requirements • Current web usage and search data • Stakeholder interviews • Focus groups • Ethnographic research • Surveys www.objectivedigital.com 10
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. www.objectivedigital.com 11
Communicating your needs www.objectivedigital.com 12
Communicating your needs • Requirements report • Information architecture (IA) • Wireframes www.objectivedigital.com 13
What to consider for IA • Primary navigation structure • Secondary navigation • Alternative access paths • Home page content • Utilities links www.objectivedigital.com 14
Techniques for developing IA • Brainstorm (within project team) • Workshop (with key stakeholders) • Card sorting – open – closed Tip: Use remote card sorting with optimalsort.com www.objectivedigital.com 15
Tools for documenting IA • MS Word or Excel • MS Visio • Mindmap (demonstration) www.objectivedigital.com 16
Wireframe design • IA and navigation design skeleton • Low tech, easily edited • Demonstrates navigation and page layout • Wireframe for key page types www.objectivedigital.com 17
What to consider for wireframing • Constraints – technical, CMS, accessibility • Different page requirements • Navigation depth and design www.objectivedigital.com 18
Techniques for wireframing • Brainstorm with key resources – technical, design, IA • Document with MS PowerPoint, MS Visio, Axure or other diagramming software www.objectivedigital.com 19
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 www.objectivedigital.com 20
Validating your design www.objectivedigital.com 21
Validating your design • Prototyping – Paper prototyping – HTML prototyping • Usability testing – Guerilla testing – Formal testing www.objectivedigital.com 22
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
Activity: Scenarios • Write 5 key scenarios to test your intranet development. www.objectivedigital.com 24
Summary of organisational involvement • Intranet governance • Requirements - organisational strategy, technical platform, content, users • Information architecture – brainstorming, cardsorting • Wireframing - brainstorming • Development – usability testing
Contact O: Level 3, 50 York St Sydney NSW 2000 P: 1300 858 015 E: firstname.lastname@example.org E: email@example.com W: www.objectivedigital.com B: www.usableworld.com.au ©2007 Objective Digital Pty Ltd www.objectivedigital.com 26
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