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Best Practices for Usable Intranets Tommy Stinson, User Research and Usability Specialist Garrick Schmitt, Director, Experience Design // razorfish 01.07.03

Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

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Page 1: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Best Practices forUsable Intranets

Tommy Stinson, User Researchand Usability Specialist

Garrick Schmitt, Director,Experience Design

// razorfish01.07.03

Page 2: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Develop user-centeredsolutions that enhance acompany's relationshipswith its key constituents

Focusing on solutions in thehighest value-creationareas of relationshiplifecycles

Applying the best and mostinnovative technologies tothe user experience

Quantifying how we'vehelped clients maximizetheir relationship value

Founded in New York in 1995, Razorfish is a digitalsolutions provider that helps organizations generatecompetitive value by leveraging the power of design andtechnology.

From strategy and design to system integration, Razorfishworks with clients to identify and realize opportunities toincrease their return on investment, improve productivity,and enhance their relationships with customers,employees and partners. Our solutions span a breadth ofplatforms, devices and networks, delivered via web,broadband and wireless.

.00 About RazorfishKey Elements:

Page 3: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -
Page 4: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -
Page 5: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

AgendaIntroduction- Study background

- Study participants

- Working definitions

Research findings- Governance

- Business goals & drivers

- Key features & functionality

Best practice recommendations- Governance

- Ownership

- Standardization

- Control & autonomy

Page 6: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Introduction

Razorfish undertook a 2-month study to understandissues surrounding effective development and deploymentof corporate intranets and portals.

Six companies participated in this study. These companieswere identified through secondary research and existingrelationships.

.01 Study background

Page 7: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Introduction

Goals of the study were to:

Identify and characterize issues impacting thedevelopment, deployment, and maintenance ofsuccessful intranets and portals

Identify best of breed practices around implementation

Study background

Page 8: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Introduction

Study methodology incorporated primary andsecondary qualitative research:

Secondary market research to- understand broad market trends- identify case studies and market leaders

One on one interviews with portal team representativesfrom six “best of breed” companies to- gather in-depth “stories” of the development anddeployment of each portal- gather information about adoption rates, lessons learnedand successes- take a “tour” of each company’s portal

Study background

Page 9: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

.02 Study Participants

Introduction

Financial consulting160,000Company 06

IT manufacturer andconsulting

320,000Company 05

Enterprise portalmanufacturer

8,000Company 04

Automotive manufacturer350,000Company 03

IT infrastructure manufacturer36,000Company 02

IT infrastructure manufacturer86,000Company 01

IndustryNumber ofemployees

Participant

Page 10: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Introduction

Some important definitions:

Intranet

An online resource to provide information or tools for aspecific role or group.

Portal

A central online location to provide access to multipleintranets, websites, information types, and / or tools.

.03 Working definitions

Page 11: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

AgendaIntroduction- Study background

- Study participants

- Working definitions

Research findings- Governance

- Business goals & drivers

- Key features & functionality

Best practice recommendations- Governance

- Ownership

- Standardization

- Control & autonomy

Page 12: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

.04 Governance models

Research findings

Federated model: Central authority is more focused on bringingexisting groups under the umbrella of consistent user experience.Primary goal is to ensure consistency across business units.

Monolith model: Strong central authority, with one groupmandating adherence to technology, look & feel, functionality, andexperience standards. Portal is created and maintained as amonolithic entity.

Satellite model: Primary goal is to create a hub for providingcentral access to multiple business unit sites. Central authority maycontrol development and technology but there is little emphasis onoverall look and feel.

No Governance: Little or no central governance to address overalldevelopment. Multiple parallel (and possibly redundant) intranetclusters are developed based on individual needs of variousbusiness units.

Centralized

Decentralized

Page 13: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Knowledge sharing is the primary driving force of mostcorporate portals. Knowledge is shared through:- Central (meta data) content management- “Knowledge mining” opportunities

Cost savings, a secondary consideration, occur throughmultiple channels: corporate communications, ITinvestment, and automated administrative tasks.

.05 Business goals & drivers

Research findings

Page 14: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

- Corporate, competitive, and external news

- Local information such as building maps, floorplans, and cafeteria menus

- HR policies and procedures

- Self-serve administration (such as benefits enrollment, change of address, and employee status)

- Role-based information for business units

- Branded templates and marketing collateral

- Personalized links to business unit sites

- Basic portal search

.06 Key features & functionality

Research findings

Page 15: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

AgendaIntroduction- Study background

- Study participants

- Working definitions

Research findings- Governance

- Business goals & drivers

- Key features & functionality

Best practice recommendations- Governance

- Ownership

- Standardization

- Control & autonomy

Page 16: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Best practice implementations involve in-depthconsiderations of governance and management issues.

- The move from “initiative” to “project” to “program” to “business unit” is crucial

- Cross-functional teams streamline implementation processes and facilitate effective governance

.07 Governance

Best practice recommendations

“25% of an enterprise portal is technology. The other 75% is allabout governance.” – Director B2E Services, Company 01

Page 17: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Best practice portal implementations involve cross-functional ownership and management.

Companies should incorporate joint ownership models,with input from multiple organizational units like HR, IT,Corporate Communications, and Sales & Marketing.

.08 Portal ownership

Best practice recommendations

Page 18: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Best practice portals often focus heavily onimplementing and enforcing enterprise-wideefforts at standardization.

- Standardizing technical platforms streamlines the implementation and maintenance of portal initiatives

- Uniform platforms also support the development of a consistent user experience

.09 Standardization

Best practice recommendations

We saw a cost reduction totaling $220K in the first year alonefrom reductions in [redundant] hardware and software maintenance.”– VP Information Services, Company 04

Page 19: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Portal initiatives should not lose sight of the valueof small-scale autonomy and innovation.

This is often a struggle as companies rely on employees’creativity and ability to craft work-arounds. However,portals, by nature, may represent structure and regulationsthat dictate patterns of behavior.

Incorporating user feedback mechanisms is one key way tomediate the tension between providing too much structureand not enough.

.10 Control & autonomy

Best practice recommendations

Page 20: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -

Garrick [email protected]

Tommy [email protected]

Contact Information

Page 21: Best Practices for Usable Intranets · 2014-04-17 · successful intranets and portals Identify best of breed practices around implementation Study background. Introduction ... -