Customizing SharePoint sites to drive user adoption

1. Customizing SharePoint sites to drive user adoption Portland SharePoint User Group DATE: Feb 15, 2017 PRESENTED BY: Nick Hurst, Senior SharePoint Solutions Architect

2. Setup • We’re going to move fast • Focus: Showing what’s possible • Slide deck is available for download • Have step by step tutorials for most things covered

3. Instructions & files available Step-by-step instructions and scripts available on https://ootbtutorials.com/tag/presentation-customizing-user-adoption/

4. OHSU • Oregon Health & Science University • ~15,000 employees + ~5,500 students and faculty • Healthcare organization, a school and a research center 4

5. OHSU & SharePoint • Currently on SharePoint 2013 • SharePoint rolled out in 2011 • Used as Collaboration and Business Process Automation application (not as Intranet) • Box.com is OHSU’s official cloud based document storage application 5

8. User Adoption Strategy • Analytics: what’s working? • Feedback channels • Training & support • Build success stories to create champions • Improve the look • Make information easier to find • Personalization • Lower the barrier of entry

9. Analytics

10. Enhanced Analytics Google Analytics: Free and widely used 3rd party applications: • can show actual users, • captures all file views, • can give true numbers instead of data sampling, • security features (e.g. sensitive data in file names)

11. SharePoint usage at OHSU • Didn’t add google analytics until 2013 • Sessions (35% growth): 2013: 58,947 per month2016: 79,957 per month • Pageviews (44% growth):2013: 335,112 per month2016: 484,975 per month 11

12. CSWP Analytics Blog: https://ootbtutorials.com/2016/10/11/sharepoint-analytics-via-the-cswp/

13. Feedback

14. Popup feedback form Blog: https://ootbtutorials.com/2016/10/01/simple-feedback-form/

15. Adding site contacts to page Blog: https://ootbtutorials.com/2016/09/25/listing-site-contacts-options/

16. Training & Support

17. SharePoint Online Community

18. Customer Success Stories

19. Promoted Links *OHSU Pharmacy department switched from regular links list on homepage to promoted links, saw almost 3x # of link clicks Blog: https://ootbtutorials.com/2016/02/13/promoted-links-app/

20. Other departments adopted Created in last 90 days: 113 Total promoted Links: 1,942

21. Vertical Promoted Links Blog: http://ootbtutorials.com/2016/03/06/vertical-promoted-links-display

22. Wide Promoted Links Blog: http://ootbtutorials.com/2016/10/03/wide-image-tiles-for-sharepoint-pages

23. Improve the look

24. OOTB Masterpage

25. Customize the Masterpage

26. OOTB web and app parts

27. Customize web/app part look Blog: https://ootbtutorials.com/2016/10/02/customizing-web-part-display/

28. Make Information easier to find

29. OOTB Libraries on Homepage

30. Library Recommendations If you are only using 1 library: • Add column to library to ‘Show on homepage’ • OR show the 10 most recently modified If you have 2 or more libraries: • Use Relevant Documents web part to show most recently modified • OR Use Promoted links to provide links to the different libraries

31. Promote key items to homepage Blog: https://ootbtutorials.com/2016/09/25/promote-key-items-to-the-homepage/

32. Relevant Documents Blog: http://ootbtutorials.com/2016/10/06/showing-users-recently-modified-items

33. Key Filters on Apps Blog: https://ootbtutorials.com/2016/03/20/list-library-key-filters/

34. Displaying Key Filters on top Blog: https://ootbtutorials.com/2016/03/20/making-key-filters-display-top-current-navigation/

35. Personalization

36. Audience Targeted Navigation

37. Audience Targeted Content

38. Audience Targeted Content

39. Personalize content by profile values Blog: http://ootbtutorials.com/2016/10/14/cswp-showing-personalized-results

40. Employee Centric site

41. Classifieds site

42. Questions?