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Tips & Tricks to Make the Most Out of Your SharePoint Site and Maximize AdoptionJennifer Mason & Laura RogersSharePoint ConsultantsRackspace Hosting
SPC215
SharePoint Server MVPLeaders in Local Community
Find us on Twitter:@WonderLaura@jennifermason
www.jenniferannmason.comwww.wonderlaura.com
About Jennifer & Laura
Agenda
Tip 2: Create a Personal Experience for Your Users
Tip 4: Design your Site to Encourage Social Interaction
Tip 3: Drive Process and Automation of Common Task with SharePoint Workflows
Tip 5: Utilize Existing Content and Apps within your Solutions
Tip 1:Build Meaningful Navigation
Tip 6: Take Advantage of Office Integration with SharePoint
What is Adoption?
What’s in it for me?Users want solutions
that help them work better. Tell them a story with your data that draws them in.
All About the User!
“I can find everything I need, without having to dig in multiple places”
“It is easy to find all the content I need to complete my day to day tasks”
“It is easy for me to tell when new content has been added to the site”
What would your users say about the solutions within your environment?
The technology is only one small part of the equation. If you don’t understand your users, you can’t build adoptive solutions.
Tip 1: Create Meaningful Navigation for Users
Can user quickly find what they need?
• Managed Metadata Navigation
• Seattle & Oslo Styles
• Promoted Links List
Meaningful Navigation
How quickly can users find data when they need it when they have no idea where to start?
Use Navigation to drive them through your solution
Basic Navigation
Demo
Building common use cases will help you test to determine how well your users can navigate through your solution.
Finding BalanceLeading Users to Action
Mix up Navigation Techniques to reach all user types who access your solution.
Additional Resources
Title LinkNavigation Options Overview http://www.jenniferannmason.com/Blog/Post/243/An-Overview-
of-Navigation-Options-for-SharePoint-2013---Office-365
Customizing Navigation on Your Team Site
http://office.microsoft.com/en-us/sharepoint-server-help/customize-the-navigation-on-your-team-site-HA103532378.aspx?CTT=1
Using the Term Store to Create Cross-Site Collection Navigation
http://www.jenniferannmason.com/Blog/Post/250/-Office365,--SharePoint-2013---Create-a-Term-Store-for-Cross-Site-Navigation
Tip 2: Create a Personal Experience
Audience Targeting
Filtered Views
Methods for Personalizing the Site
Out of Box Web Parts
Demo
Demonstration of Personalizing the Site
Additional Resources
Title LinkTarget Audiences http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise
-help/manage-sharepoint-online-audiences-HA102772738.aspx?CTT=1
Filtered Views http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/results.aspx?qu=filtered%20views&avg=osu&queryid=633229a1%2Dbbfd%2D46cd%2Da949%2D61f811df7bd8&av=osu150
Out of Box Web Parts http://www.wonderlaura.com/Lists/Posts/Post.aspx?ID=214
Tip 3: Drive Process and Automation of Common Tasks Using Workflow
The more you can automate for your users, the more likely they are to want to work within your solutions.
Email Notifications
Scheduled Reminders
Common Automation Examples
Automating Process with SharePoint
Demo
Use notifications to keep people informed of the process status.
Take every opportunity available to add automation to manual processes.
Additional Resources
Title LinkSharePoint 2013 Workflows http://blogs.office.com/2012/11/12/sharepoint-2013-workfl
ows-in-visio/
Creating a Looping Site Workflow to Send Scheduled Reminders
http://www.jenniferannmason.com/Blog/Post/245/-Office365,--SharePoint-2013--Create-a-Weekly-Reminder-Workflow
Workflow development in SharePoint Designer 2013 and Visio 2013
http://msdn.microsoft.com/en-us/library/office/jj163272.aspx
Tip 4: Design your Site to Encourage Social Interaction
Ratings & Likes
Home Page
Social Features
Driving Users to Action…
Demo
Demonstration of Rankings
Additional Resources
Title LinkHome Page Group Policy http://www.grouppolicy.biz/tag/home-page/
Yammer and Email https://about.yammer.com/yammer-blog/yammer-email-working-better-together/
Tip 5: Utilize Existing Content and Apps within your Solutions
Apps vary in cost from $0 to $x per User
Filter Apps by Category
Don’t Reinvent the Wheel
Utilize Apps from within the SharePoint Store for common tasks and scenarios.
Before you develop anything from scratch you need to know first what is already available in the marketplace.
Create your own apps to deploy to your internal store or the Office Marketplace.
Adding Marketplace Apps
Demo
Additional ResourcesTitle LinkBuy an App from the SharePoint Store
http://office.microsoft.com/en-us/sharepoint-help/buy-an-app-from-the-sharepoint-store-HA102897470.aspx?CTT=1
Add an App Part to a Page http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/add-an-app-part-to-a-page-HA103995460.aspx?CTT=5&origin=HA102897470
Manage App Licenses http://office.microsoft.com/en-us/sharepoint-server-help/manage-app-licenses-HA103022131.aspx?CTT=1
Apps for SharePoint http://office.microsoft.com/en-us/store/apps-for-sharepoint-FX102804987.aspx
Business Contact Tracker App http://office.microsoft.com/en-us/store/business-contact-tracker-WA104023732.aspx?queryid=1ecb3571%2Db07b%2D4d97%2D8ebe%2Dc5400db708b8&css=business%20contacts&CTT=1
Tip 6: Take Advantage of Office Integration with SharePoint
Office Client Links
Office Web Apps
Office Integration Points
Live Co-Authoring
Demo
Demonstration of Office Integration
Additional Resources
Title LinkLinks in Office Client Apps
http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/manage-my-site-settings-for-sharepoint-online-HA102772278.aspx#_Toc364700635
Embed Office documents and PDF files on a website
http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/embed-office-documents-and-pdf-files-on-a-website-HA102845475.aspx?CTT=1
Overview of co-authoring in SharePoint 2013
http://technet.microsoft.com/en-us/library/ff718249.aspx
Screencast: Beginners tip: Save directly to SharePoint
http://www.wonderlaura.com/Pages/Data%20View%20Web%20Part%20Screencasts.aspx
Thanks for coming!Jennifer Mason: @jennifermason
Laura Rogers: @WonderLaura
Resources & “Take the Pledge” – http://sharepoint.Rackspace.com/spc
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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
