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Planning for the Lifecycle of Your SharePoint 2010 Website - in 2 minutes

by Mark Jones | Oct 04, 2011

Had the pleasure of attending this Level 200 session at the SharePoint Conference yesterday and here's the take home points :

How to measure success when implementing a SharePoint Site :

  • conversion rates
  • page views per second
  • number of visitors
  • total time on the site
  • find a way to workout the conversion rate (products sold, articles viewed or revenue) - whatever fits

and...If we also use MySites / Social Features

  • MySite / Profile usage (how many properties filled in)
  • how many status updates?
  • how many ratings, tags + comments?
  • Once the metrics are defined - baseline and record them where possible, so that targets and success can be measured.

Iterative / Agile methods are usually better with sharePoint as the feedback / response cycle is shorter.

The ideal team needed for a SharePoint project

Technical resources

  • Solutions Architect (Chooses the SharePoint features that will be used to solve the business problem).
  • SharePoint Developer (Features, Web Parts, solutions, CAML, etc)
  • Front end Developer (HTML, JS, JQuery, etc)
  • Infrastructure Specialist (Builds the SharePoint Farm out).

Business resources

  • Business Sponsor (Product Owner, defines the strategy)
  • Project Manager
  • Business Analyst (Discusses requirements with the business users, experience of SharePoint is highly ideal).
  • Information Architect (Responsible for defining the domain entities, (content types, columns, search config etc)).
  • UI Designer - designs a UI that's slick, easy to use and gets the user to where they want to be in as few clicks as possible.
  • Graphics Designer - Implements the branding.
  • Content Strategist (Copyright editors)

Design Process..

The following steps should be followed when designing a new Intranet/Internet site in SharePoint..

  • Define the Information Architecture
  • Define the wireframes - Balsamiq mockups
  • Design comp - a mockup of the final page (usually done in Photoshop or Expression Design)
  • Functional Prototype - HTML and CSS (get the nav working) reuse this in the build phase
  • Each of these phases of design will require review and rework after discussing with the technical team.

Mobile Strategy..

  • Avoid custom apps unless absolutely necessary
  • Create different views using CSS
  • Consider using variations to provide different views

Build Process..

  • Turn on Publishing Features which gives new page layouts, variations, web parts, and so on.
  • Cut the design comps into page layouts / master pages.
  • Define the regions that web parts / field controls will need to be dropped into.
  • Always start with an existing Master Page and amend it, never make from scratch.
  • For Digital Asset Management, use managed metadata to tag each asset. This will allow it to be found more easily, especially for thousands of assets.
  • 80% of users will use Search directly from the home page, navigation is often ignored. Get Search configured correctly.

SEO..

  • For a public site, use meaningful names and site names so that SEO is improved.
  • Content is key - get the right content into SharePoint with good keyword usage.
  • Use good page titles
  • use meta tags (although I dont think this matters nowadays)
  • Keep navigation in plain HTML, give the crawlers chance to move thru the site

Compliance using DocRead

DocRead logoDocRead for SharePoint can help you manage policy compliance by:

  • Targeting documents or policies at specific groups of users
  • Allowing a specific amount of time for users to confirm agreement 
  • Sending email reminders when policy compliance is overdue
  • Users self-certify that they have read and fully understood the policy details
  • Securely storing records of confirmed policy acceptance
  • Monitoring the user acceptance of policies via a reporting suite
  • Providing detailed reading reports and statistics
  • Report drill through to show who has not accepted the policy
  • Automatically sending historic compliance tasks and policies to new users when they are added to a group
  • Bringing policy compliance requests immediately to users attention when they log on

DocRead is simple to install and configure. It seamlessly integrates with SharePoint and can be added to any existing SharePoint site.

To find out more, visit the DocRead product site.


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