smallworlders intranet engagement conference - designing an intranet for engagement

How To Design for EngagementSimon JonesHead of Design & UX

Who wants something on the homepage?

Who wants something on the homepage?

Who wants social?

Who wants a blog?

So how do we achieve this?

It is about the process

Presentation overview

Presentation overview

Stakeholders Platforms / Content Data

Stakeholders

Stakeholder Interviews

- Describe the platform

- Business needs?

- Who are the users?

- What does success equal?

- How will you measure it?

Describe the platform

“Social, community”

“Finding people”

“Sharing content from markets”

What are the business needs?

“Finding files”

“Accessing Assets / guidelines”

Stakeholders

De Beers

Stakeholders

De Beers

Platforms / Content

• Current quantity/quality

• Past successes / failures

• New content frequency

• New/Future Platforms

Data • Engagement statistics

• Benchmark data

• Content usage

• Enthusiasts vs Skeptics

Oct/Nov

2012

Dec 2012 May 2013 Aug 2013

Jan 2013

Users Find out what they do (and why)

WHAT Data/AnalyticsWHAT HeatmapsWHAT Usability StudiesWHAT Contextual Research

WHY InterviewsWHY Surveys

Users

HeinekenA platform to “Capture &

Report Market Brand Plan

information”

Users

HeinekenGoals:

1: More efficient (easier) input

2: More markets using the tool

Research:

Combined remote usability

studies and user interview

Users

Heineken

I can’t delegate as I don’t know what’s required

No indication of effort or timing required

Nicer than excel

Easy and intuitive

Users

HeinekenBiggest impact on these goals?

1: More efficient

2: More markets

Welcome Pack

• Where/Who to get the data

• Expected Timing

• Data requirement

(XL Templates)

Users

NHS Stakeholders:

“Front line staff have limited

access to PCs, they need mobile”

Quantitive Survey:

“Your ideal intranet”

“What would you find most

useful”

Users

NHS

Users

Presentation overview

Generate Ideas Prioritise Sketch

Generate Ideas

Prioritise

Re-visit business needs

and user priorities and

sort:

• Must have

• Nice to have

• Future

Sketching exercise

• Find some A4 paper and pens

• Choose a section page or homepage.

• 1 minute to draw 2 versions (30 seconds each)

• Review

• 2 minutes to draw 1 version

• Review

Presentation overview

EngagementOrganise ‘must-haves’

EngagementOrganise ‘must-haves’

Engagement Easy

Navigation, search, mobile,

naming conventions, UX &

usability

Essential & Exclusive

Directories, transactions,

assets, guidelines,

reference materials,

learning, comms, tools

Organise ‘must-haves’

EngagementOrganise ‘must-haves’

Useful & Interesting

Personalisation, regular

turnover, basic social

feedback, use of video

Likeable

Visually appealing, help &

support, UX & usability

EngagementOrganise ‘must-haves’

ContributionPosting & sharing content.

VisibilityBlogs, expertise, videos

LeadershipDiscussions, platform evolution, peer-to-peer support, company improvement

Presentation overview

Scope Consider:

• What can be done

• What should be done

Within:

• Timescales

• Budget

Presentation overview

Site Architecture

Site Architecture

Card Sort

Site Architecture

Card Sort

Open Sort

• Group into 5-10 groups

• Name the groups

List of 20-50 pages

15-100 users

Site Architecture

Card Sort

Decide on 5-8 groups

• Plain English

• Mutually exclusive

• Cover everything

Closed Sort

• Provide 5-8 group names

• Place within groups

Wireframes & Prototype

Inside-out

1. Content Pages

2. Section pages

3. Homepage

Wireframes & Prototype

Test • What does this page do?

• What do you expect to

happen next?

Lo-fi / Digital

• Print-out

• Online prototype (Axure)

Wireframes & Prototype

Visual Design

If you’ve followed the

process

• This part should be simple

• You can start to build before the

visuals are complete (Agile)

• Your site and functionality will be

‘Engagement first’’

Visual Design

• Status updates

• Social (out of context)

• Discussion forums

• CEO blogs

• Directories

• Transactional Services

• HR documents

• Career Development

• News & Events

Re-arrange prioritiesHigher

Lower

Useful linksOnline Card Sorting Optimalworkshop.com/optimalsort

UX Basics (book)Search for “Smashing UX Design: Foundations for Designing Online User Experiences”

Great Intranets:Smallworlders.comSearch for “2015 Intranet Design Annual”

Thank you