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INTRANETS FOR CORPORATE COMMUNICATIONS September 13, 14 th , 2010 Intranet Design Strategies
1. About Delvinia 2. Our Approach to Design 3. Experience Design Strategies 4. Common Design Challenges 5. Design Best Practices 6. Questions Agenda
INTRANET DESIGN STRATEGIES About Delvinia
INTRANET DESIGN STRATEGIES About Delvinia Online Research Community  160,000+ Canadians 300+ profiling variables Digital Design Data Collection  Analytics + Insight
INTRANET DESIGN STRATEGIES About Delvinia 1998 1999 2002 2001 2000 2005 2004 2003 2006 2007 2008 2009 2010
What we try and avoid …. INTRANET DESIGN STRATEGIES About Delvinia
INTRANET DESIGN STRATEGIES About Delvinia …  by listening to customers.
WHO ARE  THE  CUSTOMERS  OF AN  INTRANETS? INTRANET DESIGN STRATEGIES About Delvinia BOARD DIRECTORS BUSINESS LINES SALES FORCE FRONT LINE STAFF LOCAL OFFICES CONTRACTORS __________________ YOUR  EMPLOYEES
INTRANET DESIGN STRATEGIES Our Approach to Design
INTRANET DESIGN STRATEGIES Our Approach to Design The first step is to understand  everything  we can about your employees. Self-Reported Needs Tasks & Work Flows Environment Technology Actual Behaviour User Requirements
INTRANET DESIGN STRATEGIES Our Approach to Design Listen
Observe INTRANET DESIGN STRATEGIES Our Approach to Design
Ask  INTRANET DESIGN STRATEGIES Our Approach to Design
Analyze INTRANET DESIGN STRATEGIES Our Approach to Design
“ I want to know who everyone is and what everyone does. For example, different people in Procurement are responsible for different things so how do you know who to send the invoice to? ” Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo.  Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim. Aliquam lorem ante, dapibus in, viverra quis, feugiat a, tellus. Phasellus viverra nulla ut metus varius laoreet. Quisque rutrum. Aenean imperdiet. Etiam ultricies nisi vel augue. Curabitur ullamcorper ultricies nisi. Nam eget dui. Etiam rhoncus.  Computer Access Intranet Use Digital Adoption low high low high low high Susan,  Marketing Manager INTRANET DESIGN STRATEGIES Our Approach to Design NEEDS Quick, direct access to brand assets such as logos, fonts, printing specs and templates  Checklist for brand compliance Self-guided ”onboarding” educational tool Notification of changes to most assets Access to existing approved collateral
INTRANET DESIGN STRATEGIES Our Approach to Design Employee needs are mapped against business objectives to define your intranet approach. Intranet  Strategy Digital Behaviour Employee  Profile Goals  & Needs Business Objectives Corporate Readiness Communication  Priorities
INTRANET DESIGN STRATEGIES Our Approach to Design Discovery & Planning Creative Development Technical Development QA, UAT & Launch Experience Design 1. 2. 3. 4. 5. Understand the current landscape, employee needs and desired state. Research Findings Strategic Plan Project Brief Work Back Schedule  Measurement Plan Requirements Site Map Wireframes Functional Specification Technical Specification Creative Concepts Template Layouts Graphical Assets Copy Deck Support Services Setup Site Build Content Entry / Migration  Architect the experience balancing employee goals with business objectives while delivering on the vision. Bring the experience to life with an engaging user interface design and copy that establishes the tone of the site. Develop front-end  interface, back-end and database. Populate with content and integrate web analytics tracking tools. Review the built site to ensure if functions correctly and roll out to test group.  QA User Acceptance Testing (UAT) Security Testing Site Monitoring GOALS DELIVERABLES VALIDATE  & OPTIMIZE Follow a Methodology: Iterative Process
INTRANET DESIGN STRATEGIES Experience Design Strategies
INTRANET DESIGN STRATEGIES Experience Design Strategies Customer Insights Intranet Strategy User Experience Design The second step is  architecting  and  validating  the experience with employees.
Design Considerations Information Communication Self-service Sharing ▼ INTRANET DESIGN STRATEGIES Experience Design Strategies Structure for people not the organization Provide multiple access points Deliver relevant information based on role, location, interests  Serve-up related content Howard Hughes Medical Institute
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Communication ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Communication ▼ Jet Propulsion Laboratory
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Highlight new or time-critical information Communication ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Highlight new or time-critical information Solicit ideas; support 2-way conversations Communication ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks  Communication ▼ ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks  Move offline processes online Communication ▼ ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks  Move offline processes online Recognize different work styles, preferences Integrate tools and training Communication ▼ ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks  Move offline processes online Recognize individuality  – different work styles, preferences Integrate tools and training Communication ▼ ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community  Communication ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community  Facilitate conversations Communication ▼
Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community Facilitate conversations Demonstrate brand values & celebrate brand culture Communication ▼
INTRANET DESIGN STRATEGIES Common Design Challenges
Multiple Audiences & Needs INTRANET DESIGN STRATEGIES Common Design Challenges Local vs. Global Remote Access Contextual View Personalization Segmentation Imagery 1 2 4 3 5 6
Cluttered Design INTRANET DESIGN STRATEGIES Common Design Challenges Look to public sites for presentation ideas that elegantly control the display of information. TABS ACCORDIAN FAT FOOTER CAROUSEL
Multiple Platforms INTRANET DESIGN STRATEGIES Common Design Challenges User performance declines significantly when people attempt to access a general-purpose website—one that’s desktop-targeted—from a mobile device.   Source: Intranet Design Annual 2010, Nielsen Norman Group  MITRE Cross-Platform Mobile Application JPL iPhone Application
INTRANET DESIGN STRATEGIES Design Best Practices
Think Holistically INTRANET DESIGN STRATEGIES Design Best Practices Interface Design Aesthetic Design Information Design How information is presented and organized on the site. The overall visual look and feel of the site. How the user interacts with the site.
Apply Design Principles INTRANET DESIGN STRATEGIES Design Best Practices Source: Source: http://en.wikipedia.org/wiki/Principles_of_User_Interface_Design#cite_note-0 Source: http://euphrates.wpunj.edu/courses/arts350/aesthetics.html ▼  INFORMATION ARCHITECTURE ▼  INTERACTION DESIGN ▼  AESTHETIC DESIGN http://digipology.com/post/947683502/ eight-principles-of-information -architecture http://en.wikipedia.org/wiki/ Principles_of_User_Interface_Design# cite_note-0 http://euphrates.wpunj.edu/courses/ arts350/aesthetics.html Multiple Classification  Focused Navigation Front Doors Objects  Disclosure Choices Growth Structure  Simplicity Visibility Feedback Tolerance Reuse Hierarchy Contrast Tension Balance Rhythm Flow Depth Scale Movement Unity
Establish Relationships INTRANET DESIGN STRATEGIES Design Best Practices Elements that are physically close together are seen as related. Reference: The Elements of Graphic Design: Space, Alex White Proximity Any idea (positioning, colour, rule, background, boxes) that is repeated creates unity. Repetition Elements that share the same similarity of size, colour, shape, position, texture are seen as alike. Similarity Alteration of a basic theme retains  connectedness while providing interest. Theme Variation
Desired Outcome INTRANET DESIGN STRATEGIES Design Best Practices Reference: The User Experience Honeycomb, Peter Morville  Don’t make me think! Available to all regardless of disability. You can’t use what you can find. Quality design builds trust. Positive experiences build brand loyalty. If it’s not useful then it doesn’t matter if it’s usable.
Collaboration Work with other departments to archive and develop content Adoption  Promote and educate for organization-wide acceptance / use; integrate into culture Measurement Define key performance metrics and track, optimize, pilot Governance Strong executive support with a well-defined ownership model  Planning Clearly defined vision, objectives, strategy, project phases  Engagement Involve employees users early on; design the experience to meet their needs  Ensuring Success INTRANET DESIGN STRATEGIES Experience Design Strategies
INTRANET DESIGN STRATEGIES Questions Sara Durning Director, Strategy & Experience Design T. 416.364.1455 x226 E.  [email_address] Twitter: @SaraDurning http://www.linkedin.com/in/saradurning   Facebook.com/saradurning

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Intranet Design Strategies

  • 1. INTRANETS FOR CORPORATE COMMUNICATIONS September 13, 14 th , 2010 Intranet Design Strategies
  • 2. 1. About Delvinia 2. Our Approach to Design 3. Experience Design Strategies 4. Common Design Challenges 5. Design Best Practices 6. Questions Agenda
  • 3. INTRANET DESIGN STRATEGIES About Delvinia
  • 4. INTRANET DESIGN STRATEGIES About Delvinia Online Research Community 160,000+ Canadians 300+ profiling variables Digital Design Data Collection Analytics + Insight
  • 5. INTRANET DESIGN STRATEGIES About Delvinia 1998 1999 2002 2001 2000 2005 2004 2003 2006 2007 2008 2009 2010
  • 6. What we try and avoid …. INTRANET DESIGN STRATEGIES About Delvinia
  • 7. INTRANET DESIGN STRATEGIES About Delvinia … by listening to customers.
  • 8. WHO ARE THE CUSTOMERS OF AN INTRANETS? INTRANET DESIGN STRATEGIES About Delvinia BOARD DIRECTORS BUSINESS LINES SALES FORCE FRONT LINE STAFF LOCAL OFFICES CONTRACTORS __________________ YOUR EMPLOYEES
  • 9. INTRANET DESIGN STRATEGIES Our Approach to Design
  • 10. INTRANET DESIGN STRATEGIES Our Approach to Design The first step is to understand everything we can about your employees. Self-Reported Needs Tasks & Work Flows Environment Technology Actual Behaviour User Requirements
  • 11. INTRANET DESIGN STRATEGIES Our Approach to Design Listen
  • 12. Observe INTRANET DESIGN STRATEGIES Our Approach to Design
  • 13. Ask INTRANET DESIGN STRATEGIES Our Approach to Design
  • 14. Analyze INTRANET DESIGN STRATEGIES Our Approach to Design
  • 15. “ I want to know who everyone is and what everyone does. For example, different people in Procurement are responsible for different things so how do you know who to send the invoice to? ” Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim. Aliquam lorem ante, dapibus in, viverra quis, feugiat a, tellus. Phasellus viverra nulla ut metus varius laoreet. Quisque rutrum. Aenean imperdiet. Etiam ultricies nisi vel augue. Curabitur ullamcorper ultricies nisi. Nam eget dui. Etiam rhoncus. Computer Access Intranet Use Digital Adoption low high low high low high Susan, Marketing Manager INTRANET DESIGN STRATEGIES Our Approach to Design NEEDS Quick, direct access to brand assets such as logos, fonts, printing specs and templates Checklist for brand compliance Self-guided ”onboarding” educational tool Notification of changes to most assets Access to existing approved collateral
  • 16. INTRANET DESIGN STRATEGIES Our Approach to Design Employee needs are mapped against business objectives to define your intranet approach. Intranet Strategy Digital Behaviour Employee Profile Goals & Needs Business Objectives Corporate Readiness Communication Priorities
  • 17. INTRANET DESIGN STRATEGIES Our Approach to Design Discovery & Planning Creative Development Technical Development QA, UAT & Launch Experience Design 1. 2. 3. 4. 5. Understand the current landscape, employee needs and desired state. Research Findings Strategic Plan Project Brief Work Back Schedule Measurement Plan Requirements Site Map Wireframes Functional Specification Technical Specification Creative Concepts Template Layouts Graphical Assets Copy Deck Support Services Setup Site Build Content Entry / Migration Architect the experience balancing employee goals with business objectives while delivering on the vision. Bring the experience to life with an engaging user interface design and copy that establishes the tone of the site. Develop front-end interface, back-end and database. Populate with content and integrate web analytics tracking tools. Review the built site to ensure if functions correctly and roll out to test group. QA User Acceptance Testing (UAT) Security Testing Site Monitoring GOALS DELIVERABLES VALIDATE & OPTIMIZE Follow a Methodology: Iterative Process
  • 18. INTRANET DESIGN STRATEGIES Experience Design Strategies
  • 19. INTRANET DESIGN STRATEGIES Experience Design Strategies Customer Insights Intranet Strategy User Experience Design The second step is architecting and validating the experience with employees.
  • 20. Design Considerations Information Communication Self-service Sharing ▼ INTRANET DESIGN STRATEGIES Experience Design Strategies Structure for people not the organization Provide multiple access points Deliver relevant information based on role, location, interests Serve-up related content Howard Hughes Medical Institute
  • 21. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Communication ▼
  • 22. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Communication ▼ Jet Propulsion Laboratory
  • 23. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Highlight new or time-critical information Communication ▼
  • 24. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Deliver timely and relevant news – industry, company, business unit, people Aggregate news feeds Highlight new or time-critical information Solicit ideas; support 2-way conversations Communication ▼
  • 25. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks Communication ▼ ▼
  • 26. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks Move offline processes online Communication ▼ ▼
  • 27. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks Move offline processes online Recognize different work styles, preferences Integrate tools and training Communication ▼ ▼
  • 28. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Support everyday tasks Move offline processes online Recognize individuality – different work styles, preferences Integrate tools and training Communication ▼ ▼
  • 29. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community Communication ▼
  • 30. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community Facilitate conversations Communication ▼
  • 31. Design Considerations Information Self-service Sharing INTRANET DESIGN STRATEGIES Experience Design Strategies Build a sense of community Facilitate conversations Demonstrate brand values & celebrate brand culture Communication ▼
  • 32. INTRANET DESIGN STRATEGIES Common Design Challenges
  • 33. Multiple Audiences & Needs INTRANET DESIGN STRATEGIES Common Design Challenges Local vs. Global Remote Access Contextual View Personalization Segmentation Imagery 1 2 4 3 5 6
  • 34. Cluttered Design INTRANET DESIGN STRATEGIES Common Design Challenges Look to public sites for presentation ideas that elegantly control the display of information. TABS ACCORDIAN FAT FOOTER CAROUSEL
  • 35. Multiple Platforms INTRANET DESIGN STRATEGIES Common Design Challenges User performance declines significantly when people attempt to access a general-purpose website—one that’s desktop-targeted—from a mobile device. Source: Intranet Design Annual 2010, Nielsen Norman Group MITRE Cross-Platform Mobile Application JPL iPhone Application
  • 36. INTRANET DESIGN STRATEGIES Design Best Practices
  • 37. Think Holistically INTRANET DESIGN STRATEGIES Design Best Practices Interface Design Aesthetic Design Information Design How information is presented and organized on the site. The overall visual look and feel of the site. How the user interacts with the site.
  • 38. Apply Design Principles INTRANET DESIGN STRATEGIES Design Best Practices Source: Source: http://en.wikipedia.org/wiki/Principles_of_User_Interface_Design#cite_note-0 Source: http://euphrates.wpunj.edu/courses/arts350/aesthetics.html ▼ INFORMATION ARCHITECTURE ▼ INTERACTION DESIGN ▼ AESTHETIC DESIGN http://digipology.com/post/947683502/ eight-principles-of-information -architecture http://en.wikipedia.org/wiki/ Principles_of_User_Interface_Design# cite_note-0 http://euphrates.wpunj.edu/courses/ arts350/aesthetics.html Multiple Classification Focused Navigation Front Doors Objects Disclosure Choices Growth Structure Simplicity Visibility Feedback Tolerance Reuse Hierarchy Contrast Tension Balance Rhythm Flow Depth Scale Movement Unity
  • 39. Establish Relationships INTRANET DESIGN STRATEGIES Design Best Practices Elements that are physically close together are seen as related. Reference: The Elements of Graphic Design: Space, Alex White Proximity Any idea (positioning, colour, rule, background, boxes) that is repeated creates unity. Repetition Elements that share the same similarity of size, colour, shape, position, texture are seen as alike. Similarity Alteration of a basic theme retains connectedness while providing interest. Theme Variation
  • 40. Desired Outcome INTRANET DESIGN STRATEGIES Design Best Practices Reference: The User Experience Honeycomb, Peter Morville Don’t make me think! Available to all regardless of disability. You can’t use what you can find. Quality design builds trust. Positive experiences build brand loyalty. If it’s not useful then it doesn’t matter if it’s usable.
  • 41. Collaboration Work with other departments to archive and develop content Adoption Promote and educate for organization-wide acceptance / use; integrate into culture Measurement Define key performance metrics and track, optimize, pilot Governance Strong executive support with a well-defined ownership model Planning Clearly defined vision, objectives, strategy, project phases Engagement Involve employees users early on; design the experience to meet their needs Ensuring Success INTRANET DESIGN STRATEGIES Experience Design Strategies
  • 42. INTRANET DESIGN STRATEGIES Questions Sara Durning Director, Strategy & Experience Design T. 416.364.1455 x226 E. [email_address] Twitter: @SaraDurning http://www.linkedin.com/in/saradurning Facebook.com/saradurning

Editor's Notes

  • #18: The more you involve employees throughout the process the greater the buy-in and likelihood you’ll design a solution that meets needs. Opportunities exist in Phase 2, 3 and 4 to work in much closer cycles with the multi-dimensional team. Although an Agile development approach may not work for your project the idea of focusing the team's attention on specific items (features, interaction, look and feel) in short increments of time is ideal as it leaves less room for going down the wrong path and increases ownership.
  • #20: Information architecture is the science of organizing, ordering, categorizing and labeling information. Its purpose is to make your website easier to use and easier to find the information your visitors are looking for. If you have high quality content, then incorporating information architecture will maximize its effectiveness.
  • #30: Walmart listened to what their employees said they wanted - place where they could interact with one another. Rather than build a traditional site focusing on corporate information, they build al social networking intranet that would convey corporate information while allowing and encouraging associates to build relationships, connect around shared passions, and share information with one another.
  • #36: Moved beyond just browser platforms to include kiosks, tablets, mobile. Mobile is only now starting to become more prominent in 10 Best Intranets. Platform usage should ALWAYS be driven by user needs – e.g. employees on the road or in remote locations are suited to mobile platform. For mobile, recommendation is to design a separate experience – a mini-version of full website with key content and applications. Mobile requires consideration of approach: platform specific (e.g. iphone) which is a native smartphone application cross-platform which is tailored version of the standard web application and works across all smartphones – less rich experience compared to native smartphone application.