![Page 1: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/1.jpg)
1 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Wendy Neal, SharePoint Consultant, McGladrey
Andreas Grabner, Performance Advocate, Dynatrace
Driving SharePoint End-User Adoption: Usability and Performance
![Page 2: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/2.jpg)
2 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
SharePoint Site Usability and User Adoption TipsWendy Neal
![Page 3: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/3.jpg)
3 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Wendy NealSenior SharePoint Consultant, McGladrey
@SharePointWendy
http://wendy-neal.com
Contributing Author:
• CMSWire
• ITUnity
![Page 4: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/4.jpg)
4 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Basic Website Usability Concepts
• The Challenges of User Adoption
• Overcoming the Challenges
• Key Points to Remember
Outline
![Page 5: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/5.jpg)
5 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Basic Website Usability Concepts
![Page 6: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/6.jpg)
6 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• According to Steve Krug, websites should be:
• Self-evident
• Obvious
• Self-explanatory
Rule #1: Don’t Make Me Think
If you remember
nothing else about
usability, remember
this rule!
![Page 7: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/7.jpg)
7 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Navigation by browsing
• Primary navigation
• Secondary navigation
• Utilities links
• Navigation by Searching
Types of Navigation
![Page 8: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/8.jpg)
8 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
SharePoint 2013 Navigation Areas
SearchGlobal Navigation
Quick
Launch
Utilities Menu
Page Title
![Page 9: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/9.jpg)
9 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Concise and consistent primary navigation
• Identical no matter where you are
• Max 9 links
• Secondary links relative to where you’re at
• Active links highlighted
• Page titles match link names
• Breadcrumbs
Navigation Best Practices
![Page 10: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/10.jpg)
10 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Attract attention
• Good balance of images and text
• Keep content succinct and uncluttered
• Place important content “above the fold”
Home Page Design
![Page 11: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/11.jpg)
11 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Typical minimum screen size is 1024 x 768
• Test your site on different screen resolutions
• You want to avoid left/right scrolling at all costs!
• The “fold” will be in different places depending on screen resolution
Design for Different Screen Sizes
![Page 12: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/12.jpg)
12 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Hyperlink Etiquette
Are you linking to…NewWindow
Same Window
A site other than yours?
Someplace within your site?
• To open in a new window or not, that is the question…
![Page 13: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/13.jpg)
13 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Challenges of User Adoption
![Page 14: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/14.jpg)
14 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Usability best practices have likely not been followed
• Lack of content and information architecture planning
Site is hard to use or navigate
![Page 15: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/15.jpg)
15 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Users don’t understand the purpose of the site
• Change management plan has not been created
• Users feel like they don’t have any say or importance
![Page 16: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/16.jpg)
16 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Lack of communication or change management plan
• Lack of evangelism or excitement
Users don’t know about your site
![Page 17: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/17.jpg)
17 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Users can’t find what they’re looking for
• Search not properly configured/ maintained
• Information architecture and/or navigation not set up correctly
![Page 18: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/18.jpg)
18 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• No one “owns” the content
• Not enough time, resources to keep content fresh
Content isn’t kept up to date
![Page 19: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/19.jpg)
19 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Site is slow
• Servers don’t have enough resources
• Inadequate network bandwidth
• Custom code is not optimized
• Too many web parts on the page
• Bad JavaScript
![Page 20: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/20.jpg)
20 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Overcoming the Challenges
![Page 21: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/21.jpg)
21 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• User-friendly SharePoint sites must be designed with good usability principles in mind
• Therefore, we must teach our site owners:
• Basic usability concepts
• What they’re responsibilities are
• How to be webmasters of their sites
Provide training to site owners
![Page 22: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/22.jpg)
22 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Designing the Site/Navigation
• Setting up the information architecture
• Permissions management
• User Analytics
• Content facilitation
• Assisting users with issues
Example Responsibilities of a Site Owner
![Page 23: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/23.jpg)
23 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Don’t forget the end users
• Create a change management plan
• Get end users involved early
• Explain how it will make their job easier (and make sure that it does!)
• Provide end user training
![Page 24: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/24.jpg)
24 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Plan your Information Architecture
• Don’t use folders!
• Utilize metadata, site columns, and content types, and views
• Don’t just dump all the files on your shared drive into SharePoint!
![Page 25: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/25.jpg)
25 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Lunch and learns
• Contests
• Set up user alerts
• Bulletin boards
Promote Your Site
![Page 26: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/26.jpg)
26 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Announcements
• Did You Know?
• What’s New?
• Quote of the Week
• Team Member Spotlight
Frequent Updates to Content
![Page 27: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/27.jpg)
27 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Lead by example
• Use SharePoint for your own processes, collaboration and document sharing
Eat Your Own Dog Food
![Page 28: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/28.jpg)
28 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
• Observe your users’ frustrations and pain points
• Be proactive by using a tool to monitor performance and user satisfaction
Watch your users
![Page 29: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/29.jpg)
29 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Key Points to Remember
![Page 30: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/30.jpg)
30 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Key Points
• SharePoint sites have the capability of being user-friendly, IF they are designed properly
• Organizations need to provide SharePoint training as well as teach site owners how to be “webmasters” of their sites
• And lastly…
![Page 31: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/31.jpg)
31 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Anything that confuses or frustrates users WILL affect user adoption
• Sites that have poor usability
• Sites without a clear purpose
• Sites that are slow
This includes:
![Page 32: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/32.jpg)
32 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
SharePoint Performance Health: Checks Beyond CPU and MemoryAndreas Grabner, Performance Advocate, Dynatrace
![Page 33: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/33.jpg)
33 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Andreas GrabnerDynatrace Developer Advocate
@grabnerandi
http://blog.dynatrace.com
![Page 34: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/34.jpg)
34 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
SharePoint Health Checks
#1: End User Health: Happy or Frustrated? Desktop or Mobile?
#3: System Health: CPU, Memory, Process Distribution, …
#2: Site Health: Any Errors? Any Performance Issues?
#4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx?
#5: AppPool Health: Memory, CPU, GC, Exceptions, Logs …
#6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O
#7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
![Page 35: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/35.jpg)
35 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #1: End User Health
#1: Geo Location: Where from is SharePoint Accessed? Which
Offices? Which Remote Locations?
#2: User Environment: Is everyone using IE? How many use Mobile
Devices? Bandwidth Issues?
#3: Errors: Bad URLs? Bad JavaScript? Missing files?
![Page 36: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/36.jpg)
36 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #2: Site Health#1: Load: Which sites are used?
#2: Failures: Any functional issues?
#3: Performance: Meeting our SLAs?
#4: Infrastructure: Servers Healthy?
#5: End User Index: Happy users?
![Page 37: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/37.jpg)
37 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #3: System Host Health
#1: CPU & Memory: Background Jobs Running? What else is
consuming it?
#3: Process Check: Which processes are consuming these resources? Need to
RE-DEPLOY processes?
#2: I/O: Too much logging? Serving too many static files?
Data Sync Jobs?
![Page 38: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/38.jpg)
38 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #4: IIS Health#1: Threads: Enough IIS Worker Threads?
Are threads waiting or doing work?
#2: Throughput: Enough Bandwidth available? Better Cache Settings?
#3: Page Size: Bloated pages? Cache Settings? CDN?
![Page 39: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/39.jpg)
39 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #5: AppPool Health
#1: Memory: Indication of bad Memory Access or Leaks?
#2: Garbage Collection: Impact on Performance?
#3: Worker Threads: Proper Sizing Configuration?
![Page 40: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/40.jpg)
40 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #6: SQL & Service Health
#2: Connectivity Issues
#1: Excessive SQL Roundtrips
![Page 41: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/41.jpg)
41 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Check #7: Web Parts#1: Performance: How long
does it take to render?
#2: Deployment: Missing any Dependencies?
#3: Bad Coding: 211 SQL Calls from a single Web Part
![Page 42: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/42.jpg)
42 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
3 Steps to Use Dynatrace SharePoint FastPack
#1: Registerbit.ly/dtsharepointfastpack
#2: Installbit.ly/dttutorials
#3: Analyzebit.ly/sharepurepath
![Page 43: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/43.jpg)
43 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Key Points to Take Home
#1: End User Health: Happy or Frustrated? Desktop or Mobile?
#3: System Health: CPU, Memory, Process Distribution, …
#2: Site Health: Any Errors? Any Performance Issues?
#4: IIS Health: Bandwidth? Threads? HTTP 4xx, 5xx?
#5: AppPool Health: Memory, CPU, GC, Exceptions, Logs …
#6: SQL & Service Health: # Roundtrips, Data Amount, CPU, Memory, I/O
#7: Web Parts: 3rd Party & Custom. Bad Coding and Bad Deployments lead to crashes
![Page 44: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/44.jpg)
44 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Want to learn more?
Get Tools: bit.ly/dttrial
YouTube Tutorial: youtu.be/ImivHaDq0OA
Contact Me: [email protected]
Follow Me: @grabnerandi
Read More: blog.dynatrace.com
www.dynatrace.com/en/sharepoint
![Page 45: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/45.jpg)
45 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
![Page 46: Driving SharePoint End-User Adoption: Usability and Performance](https://reader034.vdocument.in/reader034/viewer/2022042701/55a80eed1a28abed538b45f6/html5/thumbnails/46.jpg)
46 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace