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How to Make a SharePoint
      Site Intuitive
  The Science of “Easy-to-Use”
  Presented by Marcy Kellar
Your Speaker: Marcy Kellar
      •   Principal, SharePoint Soapbox
      •   Co-author of Beginning SharePoint Designer 2010
          (Wrox, October 2010)
      •   Professor, Art Institute, Intro to User Centered
          Design” and “Usability Testing.”
      •   Specialties include
            –   SharePoint – Over 7 years experience
            –   User experience design (UX)
            –   SharePoint Branding and UI customization
            –   Information architecture
            –   Web content management
            –   usability testing


      Twitter: @marcykellar
      Blog: http://thesharepointmuse.com
      Linkedin: http://linkedin.com/in/marcykellar
What You Will Learn Today
• How to articulate and define “easy-to-use”
  (and how to measure it)
• Fundamentals of user experience (UX) design
• Techniques and Tools used to design intuitive
  sites
• Examples of intuitive and non-intuitive
  solutions in SharePoint 2010
Part 1
DEFINING EASY TO USE
SharePoint Exchange Forum - How to Make a SharePoint Site Intuitive
SharePoint Exchange Forum - How to Make a SharePoint Site Intuitive
SharePoint Exchange Forum - How to Make a SharePoint Site Intuitive
3 Things Must Be Defined For a Site
       To Be “Easy To Use”




User         Task         Metrics
Question:
Who is the Intended User?
This Sink Should Be Easy to Use




Sink, 33rd floor, Hard Rock Hotel, Chicago April 2012
Adding the User Changes Everything


                                                        Where do I put my
                                                        Stuff????




Sink, 33rd floor, Hard Rock Hotel, Chicago April 2012
Question#2
What is the Intended Task?
What is the Intended Task/Use?




Photo Courtesy icanhascheezburger.com
Question #3?
What Does “Easy-to-Use” Mean
and How Will it be Measured?
Defining Metrics

• What are you measuring?
  – Time to Task?
  – Completion?
  – User Satisfaction?

• Be Specific
  – %
  – Seconds
Two Ways to Define/Collect
Metrics
• Qualitative – Users provide anecdotal
  evidence; Informal; “feedback” Subjective
• Quantitative – Data. Scientific. Don’t Really
  Need User. (Search Fails. 404s. Logs)
  Objective
Better Than “Easy to Use”
• Administrators of the site should be able to add
  content using the user interface after 1 30 min
  session of training.
• Users should be able to access their profile data
  through each tab of the profile web part without
  training.
• Users should be able to upload a document
  through the user interface in under 5 seconds.
• 80% of Users of the site should report satisfaction
  with the site use
Part 1: Takeaways
• You must know who the user is before you
  can define “easy to use”
• Define tasks without subjective terminology
• Metrics can be measured subjectively or
  objectively
Part 2
DEFINING “INTUITIVE”
Intuitive =
Readily learned or
   understood
Defining the Intuitive Factor

What Your Users                 What You Want
Already Know                    Your Users To Do



  Current                                Target
  Knowledge                          Knowledge
Defining the Intuitive Factor

What Your Users                 What You Want
Already Know                    Your Users To Do
                    GAP


  Current                                Target
  Knowledge                          Knowledge
Defining the Intuitive Factor

What Your Users                 What You Want
Already Know                    Your Users To Do
                    GAP


  Current                                Target
  Knowledge                          Knowledge


 Expectations                           Culture
Part II: Intuitive Takeaways
1. You must know what the user
   knows to make something
   “intuitive”
2. Narrowing the gap between what
   a user knows and what you want
   them to know makes a site
   intuitive.
Part 3

SO HOW DO YOU MAKE A SITE
INTUITIVE?
Step 1: Design Around Users
Expectations
• Get Inside Users Minds (Interviews)
• Know How Users Use the Web (Conventions)
• Follow Best Practices (Design Patterns)
• Develop Archetype Users (Personas)
Users spend most of their time
        on other sites


       Jakob's Law of the Web User Experience
What Is Inside Users Minds




Photo Courtesy iStock
Know When To Make An Executive
Decision

“If I had asked people what
they wanted, they would have
said faster horses.”
Henry Ford
Follow Conventions




Found at Universal Usability Guidelines
Design Patterns
• Follow Design Patterns
• Design Pattern Sites
   – http://patternry.com

   – http://ui-patterns.com
First Law of Usability

            • Don’t Make Me THINK!!
            • Thought Bubbles = The
              Moment When User is
              Pulled Out of Task
            • Buy Steve Krug’s book,
              “Don’t Make Me Think”
Users don’t like to feel dumb
       Be Consistent
Be Consistent
Takeaways : Tips for Making a Site
Intuitive

• Design around users expectations
• Learn Design Patterns
• Follow Visual Design Best Practices
• Be Consistent
QUESTION:
What 3 things should be defined to
successfully make a site “Easy to Use”
EXAMPLES
Alignment: Example
Example: Not Easy to Read
Corrected




            By Correcting
            Alignment, the Site
            is easier to read,
            and easier to use.
Where To Find Me
• Twitter: @marcykellar
• Blog: http://thesharepointmuse.com
• Linkedin: http://linkedin.com/in/marcykellar

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SharePoint Exchange Forum - How to Make a SharePoint Site Intuitive

  • 1. How to Make a SharePoint Site Intuitive The Science of “Easy-to-Use” Presented by Marcy Kellar
  • 2. Your Speaker: Marcy Kellar • Principal, SharePoint Soapbox • Co-author of Beginning SharePoint Designer 2010 (Wrox, October 2010) • Professor, Art Institute, Intro to User Centered Design” and “Usability Testing.” • Specialties include – SharePoint – Over 7 years experience – User experience design (UX) – SharePoint Branding and UI customization – Information architecture – Web content management – usability testing Twitter: @marcykellar Blog: http://thesharepointmuse.com Linkedin: http://linkedin.com/in/marcykellar
  • 3. What You Will Learn Today • How to articulate and define “easy-to-use” (and how to measure it) • Fundamentals of user experience (UX) design • Techniques and Tools used to design intuitive sites • Examples of intuitive and non-intuitive solutions in SharePoint 2010
  • 8. 3 Things Must Be Defined For a Site To Be “Easy To Use” User Task Metrics
  • 9. Question: Who is the Intended User?
  • 10. This Sink Should Be Easy to Use Sink, 33rd floor, Hard Rock Hotel, Chicago April 2012
  • 11. Adding the User Changes Everything Where do I put my Stuff???? Sink, 33rd floor, Hard Rock Hotel, Chicago April 2012
  • 12. Question#2 What is the Intended Task?
  • 13. What is the Intended Task/Use? Photo Courtesy icanhascheezburger.com
  • 14. Question #3? What Does “Easy-to-Use” Mean and How Will it be Measured?
  • 15. Defining Metrics • What are you measuring? – Time to Task? – Completion? – User Satisfaction? • Be Specific – % – Seconds
  • 16. Two Ways to Define/Collect Metrics • Qualitative – Users provide anecdotal evidence; Informal; “feedback” Subjective • Quantitative – Data. Scientific. Don’t Really Need User. (Search Fails. 404s. Logs) Objective
  • 17. Better Than “Easy to Use” • Administrators of the site should be able to add content using the user interface after 1 30 min session of training. • Users should be able to access their profile data through each tab of the profile web part without training. • Users should be able to upload a document through the user interface in under 5 seconds. • 80% of Users of the site should report satisfaction with the site use
  • 18. Part 1: Takeaways • You must know who the user is before you can define “easy to use” • Define tasks without subjective terminology • Metrics can be measured subjectively or objectively
  • 21. Defining the Intuitive Factor What Your Users What You Want Already Know Your Users To Do Current Target Knowledge Knowledge
  • 22. Defining the Intuitive Factor What Your Users What You Want Already Know Your Users To Do GAP Current Target Knowledge Knowledge
  • 23. Defining the Intuitive Factor What Your Users What You Want Already Know Your Users To Do GAP Current Target Knowledge Knowledge Expectations Culture
  • 24. Part II: Intuitive Takeaways 1. You must know what the user knows to make something “intuitive” 2. Narrowing the gap between what a user knows and what you want them to know makes a site intuitive.
  • 25. Part 3 SO HOW DO YOU MAKE A SITE INTUITIVE?
  • 26. Step 1: Design Around Users Expectations • Get Inside Users Minds (Interviews) • Know How Users Use the Web (Conventions) • Follow Best Practices (Design Patterns) • Develop Archetype Users (Personas)
  • 27. Users spend most of their time on other sites Jakob's Law of the Web User Experience
  • 28. What Is Inside Users Minds Photo Courtesy iStock
  • 29. Know When To Make An Executive Decision “If I had asked people what they wanted, they would have said faster horses.” Henry Ford
  • 30. Follow Conventions Found at Universal Usability Guidelines
  • 31. Design Patterns • Follow Design Patterns • Design Pattern Sites – http://patternry.com – http://ui-patterns.com
  • 32. First Law of Usability • Don’t Make Me THINK!! • Thought Bubbles = The Moment When User is Pulled Out of Task • Buy Steve Krug’s book, “Don’t Make Me Think”
  • 33. Users don’t like to feel dumb Be Consistent
  • 35. Takeaways : Tips for Making a Site Intuitive • Design around users expectations • Learn Design Patterns • Follow Visual Design Best Practices • Be Consistent
  • 36. QUESTION: What 3 things should be defined to successfully make a site “Easy to Use”
  • 39. Example: Not Easy to Read
  • 40. Corrected By Correcting Alignment, the Site is easier to read, and easier to use.
  • 41. Where To Find Me • Twitter: @marcykellar • Blog: http://thesharepointmuse.com • Linkedin: http://linkedin.com/in/marcykellar