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Architects of the User Experience




                                    How to Drive Intranet Adoption
                                          Natalie Buda and Jessie Collins
How to Drive Intranet Adoption




                             Introduction



NavigationArts, LLC                               2
How to Drive Intranet Adoption




 What Makes a Good Intranet Good?
 Appropriate Features

 • Your intranet may serve
   some, or all, of the following
   purposes:
          • Communication
          • Document Sharing
            and Collaboration
          • Knowledge
            Management
          • Personnel and Project
            Management




NavigationArts, LLC                                             3
How to Drive Intranet Adoption




  What Makes a Good Intranet Good?
  Clear Goals

 • Successful intranets have a clear mission with attainable objectives and measurable
   goals
 • Specific objectives might include:
          • Acclimating new personnel to the company
          • Communicating new strategic initiatives and other organizational change
          • Building corporate culture and fostering networking
          • Harnessing enterprise-wide knowledge
          • Increasing work productivity and efficiency

 • The mission, objectives, and goals guide the prioritization of funds and resources,
   promotion, feature development, technology choices, and calculation of return on
   investment




NavigationArts, LLC                                                                                4
How to Drive Intranet Adoption




  What Makes a Good Intranet Good?
  A User-Centric Approach

 • The intranet that is most effective for your organization is one designed and developed
   around the needs and goals of its users




NavigationArts, LLC                                                                              5
How to Drive Intranet Adoption




  Making a Good Intranet Great
  Incorporating High-Value Services

  • The key to adoption is delivering up-to-date content and providing high-value services
    or “killer apps” in a user-friendly environment
          • Definition: Killer apps are tools or applications integrated into your intranet that
            are so compelling and useful, they prove essential. As “sticky” applications, they
            help ensure regular intranet usage.
          • Many killer apps are self-service tools that allow users to bypass lengthy
            processes in administrative departments (e.g., payroll, benefits, IT)
          • Killer apps often transcend departments, filling user needs (e.g., organization-
            wide calendars, room scheduling tools, and expanded search or document
            management capabilities)
  • The most effective killer apps are tailored to your company’s needs
          • They respond to a specific business problem
          • They reflect the priorities and culture of the organization



NavigationArts, LLC                                                                                    6
How to Drive Intranet Adoption




                       User Research



NavigationArts, LLC                               7
How to Drive Intranet Adoption




 Understanding Intranet Needs with User Research

  • User research provides a foundation for effectively serving your employees and
    customers, and is a major building block in user experience design


  • A variety of research methods can provide insight into employees’ day-to-day
    challenges, especially those that reduce productivity and cause frustration


  • Before investing time, energy, and money in an intranet, identify your users’ key needs
    and prioritize the features best suited to resolving those needs


  • End result: a more relevant intranet




NavigationArts, LLC                                                                               8
How to Drive Intranet Adoption




 User Research Methods and Tools

  • Your organization can use a variety of user research methods to understand your
    employees’ needs and expectations

                      Light-weight methods:       More thorough investigations:
                          •   Card sorts              •   Usability testing
                          •   User surveys            •   Focus groups
                          •   Paper prototyping       •   Task analysis
                          •   Interviews              •   Ethnographic observation
                                                      •   Web analytics

     • User research is conducted not only
       at the beginning of an intranet design
       project—it is best used as a regular
       activity in the maintenance and
       evolution of your intranet



NavigationArts, LLC                                                                                 9
How to Drive Intranet Adoption




 Choose the Best User Research Methods

  • Intranets often require a mix of user research methods to understand the range of
    users with multiple roles, responsibilities, and subcultures
          • Uncover desired uses, perceptions, and expectations with focus groups,
            interviews, and online surveys
          • Understand how employees currently use the intranet, including current road
            blocks, with usability testing and web analytics
          • Design organizational structures, both site-wide and at the page level, to promote
            findability and usability with card sorting and prototyping
          • Capture business and production processes that can be more efficient and cost-
            effective on the intranet, with task analysis and ethnographic observation




NavigationArts, LLC                                                                                 10
How to Drive Intranet Adoption




 Web Analytics: Improve Usage and Monitor ROI

 • Simple tools, such as Google
   Analytics and Urchin, can be used
   to identify popular features and
   content
 • Use key performance indicators
   (KPIs), tied to your intranet mission
   and objectives, to judge the value
   of content and features,
   benchmark and analyze
   performance, and report on ROI
 • As your intranet matures, you will
   need more sophisticated analytical
   tools to assess complex user
   interactions




NavigationArts, LLC                                                   11
How to Drive Intranet Adoption




                      Examples of Intranet “Killer Apps”



NavigationArts, LLC                                               12
How to Drive Intranet Adoption

  Example One

 Faceted Navigation for Knowledge Management

  • Faceted navigation or guided navigation might not sound exciting, but we have seen it
    increase content consumption and findability, thereby increasing productivity
  Challenge:
  • A large government agency had a vast repository of regulations, policies, and
    procedures that was difficult to search
  • During user research, employees expressed a need to access the collection frequently
    under time-sensitive circumstances. This information was essential to performing their
    jobs and yet searching for information was frustrating and time consuming.




NavigationArts, LLC                                                                             13
How to Drive Intranet Adoption

  Example One


Faceted Navigation for Knowledge Management

 Solution:
 • Aware that not everyone has the
   same job, the new faceted navigation
   and search functionality allows each
   person to access the information from
   his or her unique perspective
 • Information is returned in broad
   categories, allowing employees to drill
   down to what they need within a
   reliable context
 • A critical part of the effort included
   mining the content and cleaning the
   data in order to present it in a uniform
   way




NavigationArts, LLC                                                      14
How to Drive Intranet Adoption

  Example Two


 Performance Dashboard for Management
 • Business intelligence can be a powerful intranet tool for mature organizations
 Challenge:
 • A telecommunications company needed to harness the activities of its sales
   representatives to provide information to its executives for decisions, but not everyone
   reported data in the same manner
 • The organization distributed its business performance reports in hard copy or by email,
   disrupting workflow and failing to provide executive management with a
   comprehensive overview of employee, project, and financial performance




NavigationArts, LLC                                                                              15
How to Drive Intranet Adoption

  Example Two


 Performance Dashboard for Management
  Solution:
  • An infrastructure was designed
    to capture and present
    information for a wide range of
    roles, with appropriate user-
    level security
  • By implementing standards for
    collecting and storing
    consolidated data, information
    from throughout the
    organization can be combined
    for analysis
  • A new dashboard provides
    essential executive level
    information in an accessible
    format (e.g., financial data,
    project status, and employee
    performance)
 • Individuals can access and contribute real-time information anytime
NavigationArts, LLC                                                                            16
How to Drive Intranet Adoption

  Example Three


 Customized Search Tools
 • Intranet users, in particular, expect advanced and responsive search capabilities.


 Challenge(s):
 • A broadcasting company with a large number of affiliates needed to deliver, on
   demand, clips from thousands of hours of programming
         • Consider the scenario in which a controversial comment aired on a program, and
           an affiliate wants to find that footage to decide whether to air the program locally
                  • Time pressure precludes reviewing full-length footage
 • A large financial services firm needed to search across several independent resources
         • Analysts needed to be sure that they were searching all relevant sources without
           the hassle of logging into multiple databases and sites




NavigationArts, LLC                                                                                    17
How to Drive Intranet Adoption

  Example Three


 Audio and Video Search
  Solution:
  • Added video keyword search tool that
    returns the desired clip with relevant
    time stamps
  • The search tool also allows metadata
    filtering to identify a specific video clip
    within a homogeneous result set
  • Instant access to specific video clips
    allows for better decision-making
    under tight deadlines




NavigationArts, LLC                                                          18
How to Drive Intranet Adoption

  Example Three


 Enterprise Search
  Solution:
  • The search engine was configured to
    index resources across the enterprise
    (i.e., intranet resources as well as
    external databases, Sharepoint sites,
    etc.)
  • The more flexible search environment
    eliminates the need to log into
    multiple resources to conduct
    searches




NavigationArts, LLC                                                    19
How to Drive Intranet Adoption




 Other Examples of Intranet Killer Apps
 • Lunch menus
   Believe it or not, these can be a key feature for employees, especially if there is a
   company cafeteria
 • Self-service human resources tools
   Often popular is the ability to change benefits, update information, and view paychecks
 • Company directory
   A robust directory with contact information, current projects, areas of expertise, and a
   photograph are important to larger organizations, particularly to new employees
 • Performance reviews
   Online performance reviews with 360 evaluations can streamline a lengthy process
 • Online collaboration
   Simultaneous editing capabilities, tracking, sharing, and reviewing are invaluable
   features for departments that produce many multiple-author documents
 • Reporting
   From project status to corporate performance, online reporting is popular for the
   organizational transparency it creates


NavigationArts, LLC                                                                               20
How to Drive Intranet Adoption




                      Takeaways and Additional Considerations



NavigationArts, LLC                                                      21
How to Drive Intranet Adoption




 Takeaways for Success

  • Make sure to have a mission with relevant, attainable objectives
          • Objectives help guide allocation of resources and development
          • Objectives allow for the measurement of performance
          • Objectives can be used to market the intranet internally
  • To build a successful killer app, identify a specific need and fill it
  • User research and a user-centered design approach will increase adoption of your
    intranet over the long term
  • Use Web analytics as a reality check once your intranet is live




NavigationArts, LLC                                                                                     22
How to Drive Intranet Adoption




 Additional Considerations

  • Organizational support, recruited from the highest levels, is critical
  • Encourage participation by:
          • Creating rules around content contribution
          • Making updating easy so that information remains relevant
          • Giving content owners adequate training
          • Distributing content ownership
  • Create a captive audience by offering items that can’t be found elsewhere
  • Eliminate older versions of intranet resources—don’t let old and new coexist
  • Communicate regularly with users regarding new features and popular content




NavigationArts, LLC                                                                                 23
How to Drive Intranet Adoption




 Questions?

  Thank you for your participation.




  www.navigationarts.com
  info@navigationarts.com
  703-584-8920




NavigationArts, LLC                                              24

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How To Drive Intranet Adoption

  • 1. Architects of the User Experience How to Drive Intranet Adoption Natalie Buda and Jessie Collins
  • 2. How to Drive Intranet Adoption Introduction NavigationArts, LLC 2
  • 3. How to Drive Intranet Adoption What Makes a Good Intranet Good? Appropriate Features • Your intranet may serve some, or all, of the following purposes: • Communication • Document Sharing and Collaboration • Knowledge Management • Personnel and Project Management NavigationArts, LLC 3
  • 4. How to Drive Intranet Adoption What Makes a Good Intranet Good? Clear Goals • Successful intranets have a clear mission with attainable objectives and measurable goals • Specific objectives might include: • Acclimating new personnel to the company • Communicating new strategic initiatives and other organizational change • Building corporate culture and fostering networking • Harnessing enterprise-wide knowledge • Increasing work productivity and efficiency • The mission, objectives, and goals guide the prioritization of funds and resources, promotion, feature development, technology choices, and calculation of return on investment NavigationArts, LLC 4
  • 5. How to Drive Intranet Adoption What Makes a Good Intranet Good? A User-Centric Approach • The intranet that is most effective for your organization is one designed and developed around the needs and goals of its users NavigationArts, LLC 5
  • 6. How to Drive Intranet Adoption Making a Good Intranet Great Incorporating High-Value Services • The key to adoption is delivering up-to-date content and providing high-value services or “killer apps” in a user-friendly environment • Definition: Killer apps are tools or applications integrated into your intranet that are so compelling and useful, they prove essential. As “sticky” applications, they help ensure regular intranet usage. • Many killer apps are self-service tools that allow users to bypass lengthy processes in administrative departments (e.g., payroll, benefits, IT) • Killer apps often transcend departments, filling user needs (e.g., organization- wide calendars, room scheduling tools, and expanded search or document management capabilities) • The most effective killer apps are tailored to your company’s needs • They respond to a specific business problem • They reflect the priorities and culture of the organization NavigationArts, LLC 6
  • 7. How to Drive Intranet Adoption User Research NavigationArts, LLC 7
  • 8. How to Drive Intranet Adoption Understanding Intranet Needs with User Research • User research provides a foundation for effectively serving your employees and customers, and is a major building block in user experience design • A variety of research methods can provide insight into employees’ day-to-day challenges, especially those that reduce productivity and cause frustration • Before investing time, energy, and money in an intranet, identify your users’ key needs and prioritize the features best suited to resolving those needs • End result: a more relevant intranet NavigationArts, LLC 8
  • 9. How to Drive Intranet Adoption User Research Methods and Tools • Your organization can use a variety of user research methods to understand your employees’ needs and expectations Light-weight methods: More thorough investigations: • Card sorts • Usability testing • User surveys • Focus groups • Paper prototyping • Task analysis • Interviews • Ethnographic observation • Web analytics • User research is conducted not only at the beginning of an intranet design project—it is best used as a regular activity in the maintenance and evolution of your intranet NavigationArts, LLC 9
  • 10. How to Drive Intranet Adoption Choose the Best User Research Methods • Intranets often require a mix of user research methods to understand the range of users with multiple roles, responsibilities, and subcultures • Uncover desired uses, perceptions, and expectations with focus groups, interviews, and online surveys • Understand how employees currently use the intranet, including current road blocks, with usability testing and web analytics • Design organizational structures, both site-wide and at the page level, to promote findability and usability with card sorting and prototyping • Capture business and production processes that can be more efficient and cost- effective on the intranet, with task analysis and ethnographic observation NavigationArts, LLC 10
  • 11. How to Drive Intranet Adoption Web Analytics: Improve Usage and Monitor ROI • Simple tools, such as Google Analytics and Urchin, can be used to identify popular features and content • Use key performance indicators (KPIs), tied to your intranet mission and objectives, to judge the value of content and features, benchmark and analyze performance, and report on ROI • As your intranet matures, you will need more sophisticated analytical tools to assess complex user interactions NavigationArts, LLC 11
  • 12. How to Drive Intranet Adoption Examples of Intranet “Killer Apps” NavigationArts, LLC 12
  • 13. How to Drive Intranet Adoption Example One Faceted Navigation for Knowledge Management • Faceted navigation or guided navigation might not sound exciting, but we have seen it increase content consumption and findability, thereby increasing productivity Challenge: • A large government agency had a vast repository of regulations, policies, and procedures that was difficult to search • During user research, employees expressed a need to access the collection frequently under time-sensitive circumstances. This information was essential to performing their jobs and yet searching for information was frustrating and time consuming. NavigationArts, LLC 13
  • 14. How to Drive Intranet Adoption Example One Faceted Navigation for Knowledge Management Solution: • Aware that not everyone has the same job, the new faceted navigation and search functionality allows each person to access the information from his or her unique perspective • Information is returned in broad categories, allowing employees to drill down to what they need within a reliable context • A critical part of the effort included mining the content and cleaning the data in order to present it in a uniform way NavigationArts, LLC 14
  • 15. How to Drive Intranet Adoption Example Two Performance Dashboard for Management • Business intelligence can be a powerful intranet tool for mature organizations Challenge: • A telecommunications company needed to harness the activities of its sales representatives to provide information to its executives for decisions, but not everyone reported data in the same manner • The organization distributed its business performance reports in hard copy or by email, disrupting workflow and failing to provide executive management with a comprehensive overview of employee, project, and financial performance NavigationArts, LLC 15
  • 16. How to Drive Intranet Adoption Example Two Performance Dashboard for Management Solution: • An infrastructure was designed to capture and present information for a wide range of roles, with appropriate user- level security • By implementing standards for collecting and storing consolidated data, information from throughout the organization can be combined for analysis • A new dashboard provides essential executive level information in an accessible format (e.g., financial data, project status, and employee performance) • Individuals can access and contribute real-time information anytime NavigationArts, LLC 16
  • 17. How to Drive Intranet Adoption Example Three Customized Search Tools • Intranet users, in particular, expect advanced and responsive search capabilities. Challenge(s): • A broadcasting company with a large number of affiliates needed to deliver, on demand, clips from thousands of hours of programming • Consider the scenario in which a controversial comment aired on a program, and an affiliate wants to find that footage to decide whether to air the program locally • Time pressure precludes reviewing full-length footage • A large financial services firm needed to search across several independent resources • Analysts needed to be sure that they were searching all relevant sources without the hassle of logging into multiple databases and sites NavigationArts, LLC 17
  • 18. How to Drive Intranet Adoption Example Three Audio and Video Search Solution: • Added video keyword search tool that returns the desired clip with relevant time stamps • The search tool also allows metadata filtering to identify a specific video clip within a homogeneous result set • Instant access to specific video clips allows for better decision-making under tight deadlines NavigationArts, LLC 18
  • 19. How to Drive Intranet Adoption Example Three Enterprise Search Solution: • The search engine was configured to index resources across the enterprise (i.e., intranet resources as well as external databases, Sharepoint sites, etc.) • The more flexible search environment eliminates the need to log into multiple resources to conduct searches NavigationArts, LLC 19
  • 20. How to Drive Intranet Adoption Other Examples of Intranet Killer Apps • Lunch menus Believe it or not, these can be a key feature for employees, especially if there is a company cafeteria • Self-service human resources tools Often popular is the ability to change benefits, update information, and view paychecks • Company directory A robust directory with contact information, current projects, areas of expertise, and a photograph are important to larger organizations, particularly to new employees • Performance reviews Online performance reviews with 360 evaluations can streamline a lengthy process • Online collaboration Simultaneous editing capabilities, tracking, sharing, and reviewing are invaluable features for departments that produce many multiple-author documents • Reporting From project status to corporate performance, online reporting is popular for the organizational transparency it creates NavigationArts, LLC 20
  • 21. How to Drive Intranet Adoption Takeaways and Additional Considerations NavigationArts, LLC 21
  • 22. How to Drive Intranet Adoption Takeaways for Success • Make sure to have a mission with relevant, attainable objectives • Objectives help guide allocation of resources and development • Objectives allow for the measurement of performance • Objectives can be used to market the intranet internally • To build a successful killer app, identify a specific need and fill it • User research and a user-centered design approach will increase adoption of your intranet over the long term • Use Web analytics as a reality check once your intranet is live NavigationArts, LLC 22
  • 23. How to Drive Intranet Adoption Additional Considerations • Organizational support, recruited from the highest levels, is critical • Encourage participation by: • Creating rules around content contribution • Making updating easy so that information remains relevant • Giving content owners adequate training • Distributing content ownership • Create a captive audience by offering items that can’t be found elsewhere • Eliminate older versions of intranet resources—don’t let old and new coexist • Communicate regularly with users regarding new features and popular content NavigationArts, LLC 23
  • 24. How to Drive Intranet Adoption Questions? Thank you for your participation. www.navigationarts.com info@navigationarts.com 703-584-8920 NavigationArts, LLC 24