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Creating an Amazing Intranet
1. Essentials for an Amazing Intranet in
SharePoint 2010
Presented by Haiyan Khan
Founder
SharePoint Implemented
2. Audience
• People who are looking to deploy an Intranet in SharePoint
2010
• Both for Foundation and Server
• Upgrading from 2007 to 2010
• People who are looking to spruce their existing Intranet
3. About Me
• Over 15 years of IT experience
• Been working exclusively with SharePoint & Intranets for the
last 3+ years
• Founded SharePoint Implemented last year and built an
Intranet Product on SP 2010
• Bachelors in Computer Engineering with an MBA
• Love yoga, meditation, hiking and chess
4. How do you measure your Intranets success?
From Good to Amazing
ADOPTION!
5. Breaking down Adoption
From Good to Amazing
Page Information SharePoint Quick Win
Master Page
Layouts Find Ability Features Apps
Training on SharePoint
Ease of
Look & Feel Relevant Functionality
Use
Adoption = Killer User Experience
6. End before we start
A Guide to move from Good to Amazing
1. Create a custom Master Page
2. Create a custom Home Page/Layout for every type of Site
3. Aim for consistent Top Navigation
4. Provide an easy way to group sites like Departments, Projects etc
5. Rollup your content
6. Plan your Information Architecture and use Content Types
7. Use & Configure Search, Tabs, Scopes and brand the results page
8. Use Intranet for publishing company forms
9. Use Intranet for Project Management
10. Provide targeted and relevant training to Power Users & Admins
7. From Good
to Amazing
Page Master Information SharePoint Quick Win
Layouts Page Find Ability Features Apps
Training on SharePoint
Ease of
Look & Feel Relevant Functionality
Use
Adoption = Killer User Experience
8. Dealing with the SharePoint Look
How far to go and what to do?
• Your Intranet is a reflection of your company, make it look good!
• Planning Activities
• Define Types of Sites
• Master Page Design
• Page Layouts
• Spend some time creating the look i.e. Customize Master Page
• Options
• Themes and Power Point
• Buying canned templates
• Customizing creating your own CSS file
10. this Demo Master Page Designs
Courtesy http://www.nxg-dzigns.com/
11. Or this Demo Master Page Designs
Courtesy http://www.sharepointpackages.com
12. Page Layouts
• What are page layouts • Tools
• How the page is organized and laid out • Visio
• Why Bother? • Intranet Modeler
• Get relevant and organized information on page • Balsamiq
• Considerations • Hand Sketching
• Whenever possible have one site for both public and private
access
• Keep a consistent look
• Allow for flexibility
• Minimum Effort
• Home Site
• Department Site
• Team Site
• Project Site
14. Sample Department Page
Demo Department Page
1. Tabbed Interface
2. Public Private
3. Tree View Web Part
4. More than just a
document share
15. From Good
to Amazing
Page Information SharePoint Quick Win
Master Page
Layouts Find Ability Features Apps
Training on SharePoint
Ease of
Look & Feel Relevant Functionality
Use
Adoption = Killer User Experience
16. Ease of Use
Its all about find-a-bility
Planning Activities
• Understand the common ease of use challenges with SharePoint
• Top Navigation
• Site find-ability
• Implementing Search
• Content find-ability
17. Top Navigation should be Consistent
• Best Practice
• Always have top navigation consistent across Intranet
• Potential Issue
• Top Navigation is scoped at Site Collection Level in SharePoint
• Options to address this
• Have only one site collection?
• Manually, Use inherit parent links, manually synchronize ( small
intranet)
• Use Custom Site Map (Cross Site Collections/Web Apps)
20. Provide a way to Group Sites
• Potential Issue
• Site Proliferation happens faster than you can say….
• Why Bother
• Employees want easy way to get to
• Team Site
• Project Sites
• Product Sites
• Clients
• Stores
• Blogs etc
• Options
• My SharePoint Sites/Site Aggregator
• Manually by architecting your sites and container sites
• Create custom solution
21. E.g. of custom site grouping
• Create a custom web part that groups sites by iterating
through them
• Tag each site with meta data or use a list in each site that
stores info about that site
22. Rollup/Aggregate your data
Exploring its limits
• Potential Requests
• Home page may need to show calendar events from all sites
• Users may want to know all open issues assigned to them across
Intranet
• Good content to rollup
• Calendar and Announcements
• Blogs
• Tasks
• Issues
• Tools
My Tasks
• Content Query Web Part
• Bamboo, Kwizcom, SharePoint Boost and others
Office IT Help Desk -
Services Department Tasks
Move Office- Networking-
Tasks Tasks
23. Define Your Information Architecture
• Define Content Types
• Documents or Items that a department or area work on.
Like Resumes, Contracts, Policies, Operating
Procedures, product sheets etc
• They can be inherited
• Each content type can have its own meta data
• They can have their own document template
• They can have their own workflow(s)
• They can then be searched
• Considerations
• Content Types are scoped at the site collection level
• If created at a site level they will be available to that site
and all sites below it
• Content Hubs (Only available in paid version)
24. Define Your Information Architecture
• Tagging ( only available in SharePoint Server)
• Taxonomy
• Folksonomy
25. Configure your search
• OOTB search is a great product but needs to be configured to bring value
• For SharePoint Foundation use Search Server Express
• Understanding the user needs
• I want to narrow my search to all contracts in the company
• I want a way to display policies and procedures for our company
• I am searching for a presentation that has the following “words”
• I want to narrow my search by date created
• I want to search all videos or pictures
26. Configure your search
• Search is easy once you have defined your content types.
• What to configure
• Define your content sources
• Define your scopes
• Define your tabs ( by subject, or by content type)
• Add appropriate iFilters
• Enable Content Type Refinement
How to setup content type refinement panel
http://www.glynblogs.com/2011/01/create-a-content-type-search-refinement-panel-in-sharepoint-
2010.html
27. Demo
1. Top Navigation
2. Site Rollup
3. Calendar Rollup
4. Content Types
5. I would like to (Policies and
Procedures)
28. From Good
to Amazing
Page Master Information SharePoint Quick Win
Page Find Ability Features Apps
Training on SharePoint
Layouts
Ease of
Look & Feel Relevant Functionality
Use
Adoption = Killer User Experience
29. Highlight and Use SP Features
Its all about relevant applications
• Stick with the basic features first
• Document Management ( Versioning, Checkouts, Meta Data)
• Shared Calendars
• Office Integration (Outlook, Word, Excel, Access and Project)
• Views ( Group By, Calendar, Sorting)
• Workflows ( 3 state, Approval)– use third party solutions
• InfoPath for forms
• 3 Key OOTB Web Parts
• Content Editor Web Part
• Content Query Web Part
• Xslt DataView /ListView
30. Building your SharePoint Empire
SharePoint as an Application Development Platform
• Considerations for Applications
• Should be simple and quick
• Collaboration based, loosely structured applications
• Use provided tools of SharePoint
• Great Examples
• FAQs and Discussions
• Policies & Procedures
• Company Forms ( InfoPath or Third Party)
• Project Management Site Template
• Dashboards
• Displaying summary data from LOB apps
• Workflow based apps
33. From Good
to Amazing
Page Master Information SharePoint Quick Win
Page Find Ability Features Apps
Training on SharePoint
Layouts
Ease of
Look & Feel Relevant Functionality
Use
Adoption = Killer User Experience
34. Providing Targeted Training
Types of Training
Three Levels of training is ideal
Administrator
• Best to send to training
Power User– (3 hours)
• SharePoint specific Training ( Ideally provide this in house along with launch of
product)
• Creating lists, views, office integration
• Document Management, versioning and how to start workflows
End User – 5-10 min.
• About the Intranet rather than SharePoint
• How to find information and on navigation
35. In Summary
A Guide to move from Good to Amazing
1. Create a custom Master Page
2. Create a custom Home Page/Layout for every type of Site
3. Aim for consistent Top Navigation
4. Provide an easy way to group sites like Departments, Projects etc
5. Rollup your content
6. Plan your Information Architecture and use Content Types
7. Use & Configure Search, Tabs, Scopes and brand the results page
8. Use Intranet for quick simple apps at first
9. Use Intranet for Project Management
10. Provide targeted and relevant training to Power Users & Admins
36. Good Luck & Happy
Intranet-ing
Haiyan Khan
? S
Founder SharePoint Implemented LLC
(e) haiyan.khan@sharepointimplemented.com
(web) http://sharepointimplemented.com
Notas del editor
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Some Things to point outTabs to get to infoSee there is a lot of info Public/Private ViewsTree View
Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Top Navigation (10 Min)Demo Site RollupDemo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing it.. Architecture vs CustomCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing it.. Architecture vs CustomCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
