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Sharepoint in a Complex Business Context Sarah Barrett, Sharepoint Symposium, November 2015

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Why a “complex” business context?

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Getting everyone on board.

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A B

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Sender Receiver Channel

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Service User Experience

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Business Employee Sharepoint

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The project: - Internal portal for underwriters at a personal insurance company. - Replatforming, partnered with SharePoint specialists.

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Underwriting 101: 1) Evaluate new policies. 2) Evaluate claims on existing policies.

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Mistakes are inevitable. Your job is to avoid doubling down on them.

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Work from shared experiences. Set the correct course.

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You, too, can do user interviews 1. Master the noncommittal noise. 2. Pause. Longer than you think. 3. Specificity is the soul of narrative. Force it.

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You, too, can do user interviews Bonus points: * Talk to the foot soldiers, not the generals. * Look for the gut-punch. 1. Master the noncommittal noise. 2. Pause. Longer than you think. 3. Specificity is the soul of narrative. Force it.

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Low-Fi Prototyping No matter how ugly it is, it’s too much, too soon.

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First define what goes on a page,

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Then decide what’s important.

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Iterate to create precedent. “Good” is a moving target. You pin it down by establishing precedent.

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The issue is rarely the issue.

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Speak to be understood. Some things aren’t about winning.

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Success?

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Success? "First day, it’s already come in handy. Had to find something and was able to quickly get the process and check the regulations.” "The site is also pretty neat since I can find quirks I didn’t know about."

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Adoption starts at the very beginning.

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Thank you! #SharePointSym @documentalope @factorfirm