Driving SharePoint End-User Adoption: Usability and Performance
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The document discusses strategies for improving SharePoint usability and user adoption, outlining best practices for site design, navigation, and user training. It identifies challenges in user adoption such as poor site navigation, lack of content management, and slow performance. The document emphasizes the need for effective communication and engagement with end users, as well as monitoring site performance to enhance user satisfaction.
Driving SharePoint End-User Adoption: Usability and Performance
- 1. 1 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Wendy Neal, SharePoint Consultant, McGladrey Andreas Grabner, Performance Advocate, Dynatrace Thursday, March 26 Driving SharePoint End- User Adoption: Usability and Performance
- 2. 2 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint Site Usability and User Adoption Tips Wendy Neal
- 3. 3 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Wendy Neal Senior SharePoint Consultant, McGladrey @SharePointWendy http://wendy-neal.com Contributing Author: • CMSWire • ITUnity
- 4. 4 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Basic Website Usability Concepts • The Challenges of User Adoption • Overcoming the Challenges • Key Points to Remember Outline
- 5. 5 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Basic Website Usability Concepts
- 6. 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!
- 7. 7 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Navigation by browsing • Primary navigation • Secondary navigation • Utilities links • Navigation by Searching Types of Navigation
- 8. 8 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint 2013 Navigation Areas SearchGlobal Navigation Quick Launch Utilities Menu Page Title
- 9. 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
- 10. 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
- 11. 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
- 12. 12 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Hyperlink Etiquette Are you linking to… New Window Same Window A site other than yours? Someplace within your site? • To open in a new window or not, that is the question…
- 13. 13 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Challenges of User Adoption
- 14. 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
- 15. 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
- 16. 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
- 17. 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
- 18. 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
- 19. 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
- 20. 20 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Overcoming the Challenges
- 21. 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
- 22. 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
- 23. 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
- 24. 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!
- 25. 25 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace • Lunch and learns • Contests • Set up user alerts • Bulletin boards Promote Your Site
- 26. 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
- 27. 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
- 28. 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
- 29. 29 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Key Points to Remember
- 30. 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…
- 31. 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:
- 32. 32 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace SharePoint Performance Health: Checks Beyond CPU and Memory Andreas Grabner, Performance Advocate, Dynatrace
- 33. 33 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Andreas Grabner Dynatrace Developer Advocate @grabnerandi http://blog.dynatrace.com
- 34. 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
- 35. 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?
- 36. 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?
- 37. 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?
- 38. 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?
- 39. 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?
- 40. 40 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Check #6: SQL & Service Health #2: Connectivity Issues #1: Excessive SQL Roundtrips
- 41. 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
- 42. 42 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace 3 Steps to Use Dynatrace SharePoint FastPack #1: Register bit.ly/dtsharepointfastpack #2: Install bit.ly/dttutorials #3: Analyze bit.ly/sharepurepath
- 43. 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
- 44. 44 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace Questions and/or Demo Get Tools: bit.ly/dttrial YouTube Tutorial: youtu.be/ImivHaDq0OA Contact Me: agrabner@dynatrace.com Follow Me: @grabnerandi Read More: blog.dynatrace.com
- 45. 45 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
- 46. 46 COMPANY CONFIDENTIAL – DO NOT DISTRIBUTE #Dynatrace
Editor's Notes
- #32: I’ve talked about the first two points above, and now I’m going to hand the reins over to Andi and he will discuss performance and how you can troubleshoot slow SharePoint sites.
- #38: Don’t just look at Windows OS Metrics such as CPU, Memory, Disk and Network Utilization Monitor individual SharePoint AppPool worker processes (w3wp.exe) to identify sites that overload this server