Sharepoint in a Complex Business Context

Sarah Barrett, Sharepoint Symposium, November 2015

Why a “complex” business context?

Getting everyoneon board.

A B

Sender ReceiverChannel

Service UserExperience

Business EmployeeSharepoint

The project:

- Internal portal for underwriters at a personal insurance company.

- Replatforming, partnered with SharePoint specialists.

Underwriting 101:

1) Evaluate new policies. 2) Evaluate claims on existing policies.

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

Work from shared experiences.

Set the correct course.

You, too, can do user interviews1. Master the noncommittal noise. 2. Pause. Longer than you think. 3. Specificity is the soul of narrative. Force it.

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.

Low-Fi Prototyping

No matter how ugly it is, it’s too much, too soon.

First define what goes on a page,

Then decide what’s important.

Iterate to create precedent.

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

The issue is rarely the issue.

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

Success?

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."

Adoption starts at the very beginning.

Thank you!

#SharePointSym @documentalope

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