In this presentation, Perficient leverages its extensive SharePoint user experience design, customization, and implementation expertise to guide you in understanding the criticality of SharePoint user experience (UX) in driving user adoption, and to provide you with user experience best practices in the areas of information architecture and visual design, technical configuration and customization, and user experience server deployments.

1. SharePoint User Experience
Best Practices

2. About Perficient
Perficient is a leading information technology consulting firm serving clients
throughout North America.
We help clients implement business-driven technology solutions that integrate
business processes, improve worker productivity, increase customer loyalty and
create a more agile enterprise to better respond to new business opportunities.

3. Perficient Profile
 Founded in 1997
 Public, NASDAQ: PRFT
 2011 Revenue of $260 million
 Major market locations throughout North America
— Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus,
Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles,
Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose,
Southern California, St. Louis and Toronto
 Global delivery centers in China, Europe and India
 2,000+ colleagues
 Dedicated solution practices
 87% repeat business rate
 Alliance partnerships with major technology vendors
 Multiple vendor/industry technology and growth awards
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4. Our Solutions Expertise & Services
Business-Driven Solutions Perficient Services
• Enterprise Portals  End-to-End Solution Delivery
• SOA and Business Process Mgmt  IT Strategic Consulting
• Business Intelligence  IT Architecture Planning
• User-Centered Custom Applications  Business Process & Workflow Consulting
• Interactive Design  Usability and UI Consulting
• CRM Solutions  Custom Application Development
• Enterprise Performance Management  Offshore Development
• Customer Self-Service  Package Selection, Implementation and
• eCommerce & Product Information Management Integration
• Enterprise Content Management  Architecture & Application Migrations
• Enterprise Resource Planning  Education
• Management Consulting  Interactive Design
• Industry-Specific Solutions
• Mobile Technology
Perficient brings deep solutions expertise and offers a
• Security Assessments
complete set of flexible services to help clients implement
business-driven IT solutions

5. Our SharePoint Expertise is #1
SharePoint is HOT!
Perficient is one of the strongest, largest, most trusted SharePoint partners in the
United States.
 400+ professionals in the SharePoint practice area
 Leader in cloud-based SharePoint Online implementations
 500+ SharePoint projects
 One of 20 companies worldwide on Microsoft Partner Advisory Council for
SharePoint
 Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology
Centers (MTC)
 Early access to software and training via Product Group relationships
 Defined competencies in infrastructure, development, design, and strategy
 Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and
Yammer
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6. What We Will Cover
• What is SharePoint
• What Are Our Assumptions for Today’s Presentation
• What is User Experience (UX)
• Common SharePoint Project Types
• The Anatomy of a SharePoint Page
• Deconstructing the SharePoint Page
• SharePoint Quality of User Experience By Level of Customization
• Examples and Associated Best Practices
• Key Considerations for Deployment & Maintenance
• Key Questions to Ask Yourself
• Case Studies
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7. What is SharePoint? Websites & Portals
Comprehensive information • Intranet, Extranet, & Internet Sites
• Collaboration & Productivity Solutions
platform for the enterprise.
• On-premise, Cloud-based, & Hybrid Models
• Cross Browser, Offline, Mobile, MS Office Integration
Business Applications
Sites Social Networking
• Program & Project Management
• Custom Business Application • Communities, My Sites, Blogs & Wikis
Development • Tagging, Tag Clouds, Ratings, Activity
• Read / Write Integration w/ Line Feeds, Social Bookmarking
of Business (LOB) data Composites Communities
• Profiles & Expertise
• Visual Studio Support • Organizational Browsers
• Data Exposed Through Web
Services & APIs
Web & Enterprise Content
• Web Content Management
Insights Content • Enterprise Document, Records,
Audio/Video Management
Business Insight & Analysis • Workflows & Routing, Metadata
• Dashboards & Scorecards Taxonomies and Folksonomies
Search
• BI Reports • Document Imaging & Capture
• Incorporation of LOB Data from
Data Warehouse Enterprise Search
• Web Analytics • Search Structured & Unstructured Content
• PowerPivot, Excel Services, Visio
• Search Content w/in SharePoint, File Shares, Websites,
Services
Email Folders, Databases, LOB Systems (FAST Search)
• Social Relevance & Phonetic Search

8. Our Assumptions for Today’s Presentation
• SharePoint can be leveraged as a comprehensive information platform
for the enterprise. This includes Public Websites for digital marketing
(“in front of the firewall”), and Intranet and Extranet portals (“behind
the firewall”)
• Today, we are focusing on SharePoint User Experience primarily in a
“behind the firewall” context.
• Today’s topics apply to the SharePoint 2007 or 2010 platforms.
• Today is not a presentation or overview of the complete, end-to-end
SharePoint platform capability set.
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9. What is User Experience?
Lexical Definition
User Experience (UX) is about how a person feels about using a system.
It highlights the experiential, affective, meaningful and valuable aspects
of human-computer interaction and product ownership, but it also
includes a person’s perceptions of the practical aspects such as utility,
ease of use and efficiency of the system.
User experience is subjective in nature, because it is about an
individual’s feelings and thoughts about the system. User experience is
dynamic, because it changes over time as the circumstances change.
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10. How Does It Work?
Process for achieving the proper front-end UX
Users
Visual Informational Interactive
Design Design Design
• Branding • Information Architecture • Navigation (menus)
• Creative Design • Calls-to-Action • Video & Rich Media
• Content • Tagging & Search • Ratings & Comments
Presentation • Messaging & Content (Social)
• Content Relationships
& Page Flow 10

11. “Questions about whether design is necessary or
affordable are quite beside the point: design is inevitable.
The alternative to good design is bad design,
not no design at all.”
- Douglas Martin
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12. Why Invest in User Experience?
Advantages
• Increase User Adoption
• Improve Productivity
• Improve Team Collaboration
• Empower Employees
• Brand Reinforcement
• Delight Your End Users
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13. Common SharePoint Project Types
Typical SharePoint Applications “Behind the Firewall”
Corporate
Collaboration
Communications
Sales, Marketing, Human Resources Team Sites, My Sites, Extranets
Line of Business Insights & Analytics
LOB Solutions that Improve Processes BI Reports, Dashboards & Scorecards
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14. The Anatomy of
a SharePoint Page
Master Page
Page Layout
Web Parts

15. Deconstructing
the SharePoint
Page
• Way Finding
• Content Areas
• Web Parts & Components

16. Shows the current logged in user.
Way Finding
The Company Logo/Portal Title lets the
user know what site they’re visiting.
Global navigation shows the other
sections available and highlights the
current section selected.
This headline text also reinforces to
the user the current section selected.
Breadcrumbs provide the path to the
current page.
This local navigation shows all the
other pages at this same level in the
site hierarchy while also highlighted
the current page.

17. Search
Content Areas
Employee Directory
Important Links
Employee Highlight
Department Updates
Department
Program
Highlights
Department Documents
News List

18. Search
Web Parts &
Components
Navigation
Breadcrumb
Link List
Document Libraries
News List

19. SharePoint Quality of User Experience
By Level of Customization

20. Example #1: Light
Basic out-of-the-box approach
w/ custom Master Page styling
• Custom header, navigation and
footer
• Design for full screen width
• Styled web part wrapper, i.e.
“chrome”
• Light Page Styling

21. Example #2: Light
Same as Example #1 but with
OOB web part placed on it
• Custom header
• Design for full screen
• Styled web part wrapper, i.e.
“chrome”
• Basic CSS (Title 1 & 2, Body)
• No Custom Web Parts

22. Example #3: Heavy
Same as Example #1 but with
all custom web parts
• Custom header, navigation and
footer
• Page Layout Design for full
screen width
• Styled web part wrapper, i.e.
“chrome”
• Custom Web Parts with Layout
and Styles for each
• Additional Considerations:
• Default Styles
• My Sites

23. Example #4
Suite of Master Page designs

24. For Go-Live & Ongoing Support
Key Considerations for Deployment & Maintenance
• Solution Integrity (Source Control vs. Document Versioning)
• SharePoint Designer (Powerful, Potentially Problematic)
• Staging & Live Servers
• Process for Maintenance & Enhancements
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25. Questions to Ask Yourself
Before beginning a SharePoint UX project, think about:
• Who are the different users?
• What kind of content do you want them to have?
• What kind of content do they want?
• Are you ready to invest in customization?
• Who will take ownership of the business needs and governance?
• What resources do you have to support the solution?
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26. SharePoint UX
Portfolio

27. Portfolio :: SharePoint :: Intranets/Portals

28. Portfolio :: SharePoint Out-of-the-box :: Intranets/Portals

29. PORTFOLIO :: Corporate Intranet :: SharePoint
AAA Cooper Transportation
SharePoint Content
Administration Toolbar

30. PORTFOLIO :: Corporate Intranet :: SharePoint 2010
Pacific Life

31. PORTFOLIO :: Corporate Intranet with BI :: SharePoint
Goodwill

32. PORTFOLIO :: Corporate Intranet :: SharePoint
Mercer

33. PORTFOLIO :: Corporate Intranet :: SharePoint
Molnlycke Health Care

34. PORTFOLIO :: Corporate Intranet :: SharePoint
Newell Rubbermaid

35. PORTFOLIO :: Sales & Marketing Intranet :: SharePoint
Time Warner Cable

36. PORTFOLIO :: Intranet :: SharePoint
Emory University: Development and Alumni Relations

37. PORTFOLIO :: Intranet :: SharePoint
Emory University: Board of Trustees

38. PORTFOLIO :: Integrated Solution Across Public Website, Customer Portal, and Corporate Intranet :: SharePoint
JAS Forwarding Worldwide
Customer Portal
Public Website
Corporate Intranet

39. Contact Us
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blogs.perficient.com/microsoft
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@Perficient_MSFT
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