Category Archives: SharePoint

SharePoint, Office 365 and moving to the Cloud

I was asked by Fredric Landqvist, my good friend and Information Architecture genius, to contribute to a series of posts on the challenges organisations face as they move from having online content and tools hosted firmly on their estate to renting space in the cloud.

We believe the way forward is to have a governance framework and information architecture with the same scope to avoid gaps in content being managed or not being found.  Both need to be in harmony and included in any digital strategy.

We will help you to consider the options and guide on the following steps:

  1. Strategy: Goals you are aiming for
  2. Plan: Moving content to the cloud
  3. Information Architecture: Structuring your content
  4. Governance Framework: Managing your content

You can also join our live breakfast talk in Gothenburg, or online seminar and final panel discussion and Q&A using G+ Hangout, the 20th November 8.00AM – 10AM Central European Time

I hope you enjoy reading them as much as I enjoyed contributing to them. 🙂

 

Accessible content for everyone and every device

Everyone whether they have a disability or not needs to have the same experience when using any intranet information or applications. Employees with a disability may use devices to help them. Your intranet needs to be compatible with these to avoid risking breaking the guidelines and any law that applies in the country where the person works.

Accessible content is also easier to adapt to use with mobile devices e.g. smartphones, tablets, and laptops with their different screen sizes. Try thinking of accessible content as being a step further on from it meeting your usable standard.

If your intranet has information or applications that are not accessible to all employees, you will be breaking the web accessibility guidelines. Legislation and codes of practice based on the latest World Wide Web, Web Accessibility Initiative (W3C Accessible content WCAG 2.0 AA) guidelines will apply in most countries. US Section 508 and UK DDA 1995 are two examples. These guidelines are at three levels, A, AA, and AAA covering the most basic problems to the most advanced problems experienced by people with a disability when using your intranet.

Many organisations find it difficult to see the benefits from publishing standards.  I remove the barriers to show the benefits from each publishing standard in this series of posts.  Publishing standards aim to:

  • Reduce the risk of sensitive information leaks
  • Improve the overall user experience
  • Make people using your intranet more satisfied with it
  • Improve people’s productivity
  • Improve people’s quality of work

Benefits

Knowing that you are helping people with disabilities to use your intranet gives three main benefits:

  1. People with disabilities using your intranet will have the same or similar experience to anyone else. This will encourage more frequent and extensive use because the intranet is accessible and usable and meets the needs for everyone.
  2. You can encourage your publishers to make their content and applications accessible to meet their legal requirements. There is the added, sometimes overlooked, benefit that accessible content also displays well in other devices such as tablets and smartphones if it meets accessibility standards.
  3. Your organisation complies with a legal requirement. It can also see investment made in your intranet has the benefit of being available in other devices that help with new ways of working and while mobile.

My next post on navigation will be the last in this series.  I hope you have found them helpful.

Benefit from finding your content easily

Many organisations find it difficult to see the benefits from publishing standards.  I remove the barriers to show the benefits from each publishing standard in my next few posts.  Publishing standards aim to:

  • Improve the overall user experience
  • Make people using your intranet more satisfied with it
  • Improve people’s productivity
  • Benefit your organisation
  • Improve people’s quality of work

It is vital that all information is easy to find by people who need to use it for their work. The amount of extra effort required by a content owner to publish findable content is minimal. However, the impact can be dramatic for the people who need to use it. It is important your intranet search engine can give content the right priority so people can find it using logical words or phrases.

In my experience intranet search engines have received an undeserved press by people using them to find or rather not able to find the content they need. People’s expectations have risen with their internet experience with little consideration of how Google achieves this. There is a phrase I have heard many times to explain this problem of “garbage in – garbage out” which I can understand.

Benefits

Knowing that you are helping people find the right information across your intranet gives three main benefits:

  1. People using your intranet will save time by finding the information more easily. Having a publishing standard on findability that encourages content owners to use all available tools to help people reinforces this.
  2. For you it is also important you can reinforce the right behaviour with content editors by having mandatory fields for metadata. This supports your guidance that sets out why it is worthwhile adding metadata and the content to your A-Z.
  3. Your organisation can be confident of improving productivity with a good search engine and its scope means there is all published content is searchable and indexed.

Are there other benefits you have found?  Please let me know.

In my next post I will cover secure and private content.

Benefits from up to date content you can rely upon

The problem many organisations find difficult is seeing the benefits from publishing standards.  I remove the barriers to show the benefits from each publishing standard in my next few posts.  Publishing standards aim to:

  • Improve the overall user experience
  • Make people using your intranet more satisfied with it
  • Improve people’s productivity
  • Benefit your organisation
  • Improve people’s quality of work

People must be confident they are using the most up to date information.  They need to clearly see a review date to be assured it is not out of date. Content must be reviewed regularly to comply with your organisation’s Information Retention Policy. As a minimum this will normally be at least once every 12 months by the owner or editor for accredited content and probably less for some content such as news articles. Owners should remove content that is no longer needed and out of date or update it so it remains relevant.

To actively manage and update your intranet content I find that having a ‘last updated date’ showing for each page of content can give people added reassurance that it is.

Benefits

Knowing that content available on your intranet that you use is up to date has three main benefits.

  1. People using your intranet they have confidence in the content available. They can rely on it being up to date and it encourages them to use your intranet more frequently and more extensively with each visit.
  2. You can be reassured it complies with the Information Retention Policy and will be reviewed regularly. Your publishing templates ensure the review dates have to be completed correctly before content can be published.
  3. Your organisation can be confident from a risk management perspective that only content that is up to date, managed and updated is available. Out of date content is removed and either deleted or archived depending on its status.

Are there other benefits you have found?  Please let me know.

In my next post I will cover content needing to be secure.

The benefits from knowing who owns all your intranet content

The problem with many organisations is their difficulty seeing the benefits of publishing standards and why they are needed.  I will remove the barriers by showing the benefits from each publishing standard in my next few posts starting with content ownership.  Publishing standards aim to:

  • Improve the overall user experience
  • Make people using your intranet more satisfied with it
  • Improve people’s productivity
  • Benefit your organisation
  • Improve people’s quality of work

If you want people to use your intranet and value how it helps with their work they need to be confident the information they use is clearly owned.  You need to be able to contact an owner if there is a problem with their content quickly.  People need to know who to contact if they need more information or wish to check about anything that has been published. It is vital that you manage all the information consistently and appropriately across your intranet.

Benefits

Knowing who owns each piece of content published across your intranet has three main benefits.

  1. People using your intranet will not be delayed trying to find out who to contact for more information. It also avoids other people being asked if they know who can help with the content with extra time wasted. Having the owner’s details linked to a directory that is automatically being updated gives people confidence they can easily contact the right person.
  2. For you it is also important from a governance view to have a complete picture of who owns what across your intranet. You can easily spot any gaps in ownership and take appropriate action. You can also audit all content and have a contact for any problems identified.
  3. Lastly your organisation can be confident it has removed the risks of intellectual property and sensitive information leaking outside of it because there isn’t any clear ownership for it. This helps reduce the risk of any damage to its brand and reputation.

Are there other benefits you have found?  Please let me know.

In my next post I will cover content being reviewed and up to date.

Getting the full value out of SharePoint

I recently posted on how you create a strategy that helps you to implement SharePoint successfully.  I then posted on how you to develop the right level of governance to manage SharePoint well.  But how do you gain the full benefits that SharePoint offers?  And how should you be measure it?

There are three areas you should prioritise:

  1. Productivity improvements: time saved solving problems using SharePoint instead of meeting in person to do this.  There are the costs of travelling avoided too.
  2. Savings in hardware, support costs and licences from moving content and tools on existing technology to SharePoint.
  3. Business intelligence can lead to opportunities to increase revenue through quicker responses to sales leads and customer service problems.

You may have other areas.  The key is to understand what business benefits you could gain from using SharePoint.

My first-hand experience at BT and from working with clients is that you benefit from using SharePoint.  It is your approach which is critical!

You can out more information on how to measure the full value of SharePoint to help you

Is your governance good enough for SharePoint?

I have written many blog posts on SharePoint based on my first-hand experience from developing strategies through to the full implementation of features such as TeamSites, MyProfile, etc.

One of the most common requests I get from clients is “How is the best way to manage their intranet while using SharePoint?”  This question is asked because SharePoint is a ‘big beast’ and needs a more rigorous and broad governance framework that is good enough for the challenge.

Your approach needs to consider:

  • Restricting use: stopping some features from being used e.g. SharePoint Designer
  • Encouraging best practice: making sure guidance and training are available
  • Preventing problems: checking content before it is published

Each of these approaches can support your governance strategy for
SharePoint.  The key is to understand what you need to use SharePoint for most of all.

My first-hand experience at BT and from working with clients is that well planned and managed governance is good enough to gain the benefits from using SharePoint.  It is how you approach this which is the critical success factor!

You can out more information on how to build good SharePoint governance to help you.