Social media and intranet case studies, best practices, & evolution by Toby Ward.
View Article  Common wiki myths

(AARHUS, DENMARK) “There’s a lot of stories and expirments about wikis… and misconceptions’ says Dorthe Jespersen, an analyst with J. Boye, and co-author of author of the report, Wiki in the Enterprise.

 

Jespersen cites three major myths (or perceptions) of why organizations choose a wiki:

 

1-     Everyone contributes

2-     It’s easy

3-     Information at hand

 

Myth 1: Everyone contributes

 

The most common means or purposes for using a wiki include:

 

  • Brainstorming
  • Project work
  • Meeting agendas
  • Encyclopedia
  • Manual
  • Documentation
  • Intranet
  • Communicating externally

 

Common corporate refrains (comments):

 

·         “We didn’t know what to expect and how to communicate at all in the wiki.”

·         “No one wanted to write in the wiki. And those who did, got offended when others edited their text.”

 

Unfortunately, for those that have started using wikis well-know, if you build it, they will not come.

 

Myth 2: It’s easy

 

Jespersen points no further than Wikipedia’s editor (editor’s note: if you thought your CMS editor was user unfriendly…).

 

Myth 3: Information (will always be) at hand

 

The wiki is not necessarily going to give you what you need. Jespersen cites the search engine in MediaWiki that produces very unruly and confusing results. Like most technologies, the technology is as only as good as the people involved and their contributions to the technology (editor’s opinion).

 

Jespersen and the J. Boye report Wiki in the Enterprise offer four over-arching recommendations for deploying wikis on the intranet:

 

  1. Organisational readiness. Organisational culture is a critical factor for success in wiki projects. Organisations must be comfortable with sharing information and debating openly.
  2. Setting expectations. Before deploying a wiki organisations should assess the commitment actually required, both from management and employees.
  3. Getting adoption. Adoption of the wiki will not happen by itself; rather it can be supported through a prepared launch followed by training.
  4. Content creation. To tackle problems with structure running wild and quality of content, employ training, guidelines and dedicated wiki managers.

 

RELATED READING:

Enterprise intranet wikis

Investment banker uses wiki for employee collaboration

Selecting a wiki

Wiki the intranet


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View Article  Intranet scent: best links are 7-12 words

(AARHUS, DENMARK) “The 3-click rule: it’s complete crap!” says usability guru, Jared Spool, addressing the jboye08 conference in Denmark. “In fact, the evidence suggest the opposite. If you have hundreds of thousands of pages, it’s impossible to adhere to this rule… you can have 30 or 40 clicks if each click is progressively more relevant.”

 

Good Content Must Suck (like a vacuum sucks)

 

  • Why designing for scent is more successful than designing for navigation
  • How to design for scent
  • How to find out if you’ve succeeded

 

What we’ve found: Scent

 

  • The best sites are rich with content
  • Content sucks users towards it
  • From every likely page where the user might want that content
  • Every link gives off  scent that users follow
  • As the scent gets stronger, the user gets more confident that they are going in the right direction
  • The secret: Design for Scent
    • And your content will suck (them in)!

 

“If your users are using the search engine 70% of the time or more, it’s probably broken.”

 

Search Engines are Scentless

 

  • Avoid search engines
  • Users click on them when they don’t see a link with good scent.
  • They type in the words they wanted in the link
    • We call them trigger words
  • Users are trying to make their own scent
    • Except they don’t know if the designers have anything that matches

 

Designing for scent:

 

  • Start with a content page
  • Figure out from whwere users will likely want to get to that page
  • Put links in all the places people would most likely want to find your content

 

Good design = confidence

 

  • Every design element that makes scent stronger contributes to the user’s confidence
  • Before they click
    • Link quality, navigation graphics, info organization

 

OTHER LEARNINGS:

 

  • Short links don’t emit scent
  • Short pages reduce scent
  • Keep links and pages long
  • The best links are 7 – 12 words
  • Myth: users don’t want to scroll. In short, if the content has value, they’ll scroll.
  • Users were scroll through many pages of text if the design invites them to do so (editor’s note: I completely disagree with this… there are exceptions of course).
  • Horizontal rules across a page…. Users won’t scroll through it
  • Site Maps have a lot of scent… but are hidden by a name with no scent “Site Map”
  • Try turning site map into your home page… you’ll get tons of fan mail.
  • Myth: blue underlined links are probably the worst combination for a link (men start to lose their sense of blue in their 40s… women in their 60s).
  • You cannot design great sites without testing

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View Article  Web Idol 2008

(AARHUS, DENMARK: jboye08) You’ve seen American Idol, and perhaps even the brutally awful version from Canada, Denmark, the UK and others… and now there’s Web Idol, for CMS vendors.

 

A fast-paced, entertaining set of competitive demos alla American Idol. Five CMS vendors present 7-minute demos showing the best features of their CMS systems. Five succinct, comparative presentations are judged by an expert panel of judges that offer pithy commentary. However, like Idol, the audience vote for the winner!
 

This year’s judges:

 

eZ systems is the defending champ from both Web Idol 2006 and Web Idol 2007 and faced easy competition.

 

This year’s competitor’s:

 

  • e-Spirit
  • eZ Systems
  • Hippo
  • SDL Tridion
  • Sitecore

 

The presentations:

 

  1. Sitecore led-off and did competently in the 7-minutes provide for the demo. I like the insite editing alla Red Dot. The ciritcs were fair, but critical.

 

  1. SDLTridion followed and was… confusing. I like the on-page AJAX driven editing without having to load multiple windows. I like the Tridion folks, but the critics were harsh.

 

  1. Open-source CMS Hippo was next-up. More focused, I like the drag-and-drop AJAX interface under user management. I don’t like the lack of in-site editing – it’s the 21st century. To quote Tony Byrne, “…like a hippo it’s (the CMS) potentially fatal to humans.” Overall, the judges appear to like Hippo best… thus far.

 

  1. eZ ran in 4th. The two-time defending champ and open-source CMS led with a very smart demo site that included advertising and lots of multimedia, and even Google maps. I like the integration of commenting and Web 2.0 with the in-site (in-context) editing. The judges seem confused and uncommitted.

 

  1. e-Spirit in the anchor position had a very competent, but lightning-fast confusing demo. The presenter was very quick and the system seems quite capable… but drab. The speed of the demo confused me greatly… I couldn’t follow what he was doing or why. Unlike the other vendors, e-Spirit finishes early… but I’m confused. I shall not be casting my vote for e-Spirit. The judges also seem confused.

 

Tony was a very good judge with some very good remarks, analysis, and quite funny. Erik and Claudia however looked and sounded lost… Where have all the good judges gone?

 

VOTING

 

Remember, like Idol, this is not comparative analysis of which CMS is best, it’s a popularity contest based on a lightning fast demo. The winner is voted on by the audience. I voted for eZ Systems. I like the AJAX, multimedia and Web 2.0. The demo site was nice and progressive.

 

The audience cast their votes…. And the winner is…Denmark-based Sitecore (1st time winner).

View Article  What the experts say about SharePoint (MOSS)

(AARHUS, DENMARK: jboye08) “SharePoint is good at a number of things,” says one SharePoint expert, addressing a group of SharePoint users and followers here in Aarhus. “But it’s bad at just as many.”

 

There continues to be much discussion, debate, interest, enthusiasm, and caution about SharePoint (MOSS 2007). Such is the case here at jboye08 where I’m addressing the conference on the subject of Intranet 2.0 (today) and eHealth 2.0 (tomorrow).

 

Gartner nails the analysis in its spring report Five Best Practices for Deploying SharePoint:

 

·          “Though it covers a broad spectrum of capabilities, MOSS 2007 is not yet a full enterprise content management (ECM) system. Organizations requiring advanced content management capabilities and process-centric applications will need to augment their capabilities with partner offerings, or deploy MOSS 2007 alongside an ECM system rather than as a replacement for it.”

 

Our own Jed Cawthorne, our resident MOSS expert at Prescient Digital Mediaoffers his own conclusions on his blog, ECM Stuff:

 

  • It might be the product for you, but how do you know unless you analyse your requirements
  • A phased implementation appears to be more successful, add bells and whistles later
  • Sharepoint in itself is not a 'strategy' - it can be part of ECM, Intranet or collaboration elements of your overall Information Management strategy
  • Contrary to MS marketing hype, Sharepoint does not actually do everything brilliantly
  • A Sharepoint deployment, like any other technology implementation will ultimately fail if not aligned with strategy, and if not properly planned with comensurate governance in place

 

I should disclose at this point that perhaps it might appear that I’m not a fan of SharePoint – or that I oppose it. Not at all; in fact, we use SharePoint for our own intranet and are upgrading to MOSS 2007. As well, we have many clients that use WSS and MOSS. However, I do think however that SharePoint is being used by too many organizations, including clients, that aren’t well served by it.


I believe there are two telling quotes, both by Shawn Shell and Alan Pelz-Sharpe, the co-authors of the CMS Watch The Sharepoint Report 2008 (TSR) (the best analysis report on MOSS that I’ve seen) that best sum-up MOSS:

 

 

  • “MOSS is very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users),” Alan Pelz-Sharpe (see SharePoint overview (pros & cons, MOSS).

 

Also…

 

 

A number of experts and users (owners / licensees) have weighed-in on their expert opinions and analysis of SharePoint. To avoid any controversy and to protect the individuals who were freely expressing and sharing their opinions here at jboye08 in Aarhus, here are some of the more frank quotes:

 

  • “The perception is that the search engine is terrible. I’m not 100% in agreement… the engine is pretty good, but the search interface can be weak (e.g. the engine does support wild card and Boolean searches, but usually the implemented interface does not).”

 

  • “Personal sites (My Site functionalilty) is both interesting and scary at the same time.”

 

  • “The complexity across farms is ridiculous. Make sure your consultant (MS partner or implementer) give you a list of those things that stop working across farms.”

 

Still more advice from Information Week writer Nicolas Hoover (thanks to our own Cathy Mcknight for bringing this to my attention, Can Microsoft Keep SharePoint Rolling?)

 

“The software's Swiss Army knife approach helps companies create more useful intranets, set up document sharing, offer blogs and wikis, and build a richer online company directory. This boundary-blurring nature is part of its appeal, and can even help in budgeting: IT teams that might not get the nod for document management software have been known to slip SharePoint into the Microsoft Office budget.


But SharePoint's feature sprawl can be part of the problem. By taking what comes bundled in SharePoint, companies can end up compromising on critical functions compared with best-of-breed tools. And SharePoint deployments easily can go wrong if IT teams just turn on additional modules without considering the business case, requirements, and training needed to make them part of a business process. SharePoint's all-in-one appeal may lessen as content management standards become more prevalent, making best-of-breed approaches more viable. Still, it's undeniable that SharePoint's on a roll because of intense demand to better manage and share an expanding glut of diverse content."

 

If you have MOSS, or are thinking of buying, Gartner offers the following recommendations:

 

  • To ensure that SharePoint does not become another content silo, build or update your enterprisewide content management strategy to address collaborative and basic content management.
  • Build a broad inventory of existing content management applications and repositories and assess the investment levels in those before bringing in another platform such as SharePoint.
  • Define business requirements and the corresponding technical and functional needs, which may span collaborative and process-centric content applications. Map your content management products to them with an eye toward minimizing the redundancy in application development, IT operational or other costs.
  • Examine the integration points required between MOSS 2007 and an ECM suite and assess the availability tools and technologies to ensure interoperability.
  • Establish and enforce governance policies regarding when to use and when not to use SharePoint.

 

MOSS 2007 is a wonderful solution – but its ideal for smaller companies, and can be a “massive problem” for larger ones. I like it a lot, but I’m technology neutral and am frank about its strengths and weaknesses. I’ll continue to recommend MOSS for some, but not for others.

 

ADDITIONAL READING:

Advice for SharePoint customers

Sharepoint to be the new Windows?

The pros and cons of SharePoint (MOSS)

SharePoint overview (pros & cons, MOSS)

SharePoint requires proper architecture & governance

Can Microsoft Keep SharePoint Rolling?


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View Article  SharePoint overview (pros & cons, MOSS)

(AARHUS, DENMARK: jboye08) “MOSS is very good for very good in smaller, workgroup environments,” says Alan Pelz-Sharpe, analyst, CMS Watch and his presentation on Evaluating SharePoint. “It’s not traditionally very good for 5,000 or 10,000 concurrent users.”



 Content and Code's visual representation of the SharePoint Platform 


CMS Watch’s approach / focus to evaluating MOSS:


  • Customers that are making a purchase today (or shortly)

  • Independent, specific advice for end users and buyers

  • We never work for vendors… and in fact can be (even) ‘rude’ or honest about some products

  • We have a reputation of being anti-SharePoint; not true, we’re independent and in fact we’ve recommended MOSS to many

  • Sometimes however MOSS has not always been accurately advertised; not they’re (MS) dishonest, but it (MOSS) not always the best fit for an organization


PROS:


  • MOSS is really unusual: a lot of different dynamics

  • Most people are fairly happy with SharePoint

  • SharePoint is an end-user’s dream with some exceptions; users are usually very happy

  • For building small collaborative environments, it’s nearly perfect (I’m exaggerating for affect)

  • File sharing

  • Team sites

  • Well priced for small organizations


CONS:


  • Those that aren’t happy with it are those that use MOSS where it’s not a good fit

  • Those that aren’t typically happy are those that are in-charge of governance, legal, etc.

  • Before MOSS there was chaos… now the chaos is more visible with MOSS (and its bringing more visibility to this chaos)

  • Enterprise content management (ECM) which demands strict controls (compared with Documentum, Oracle, FileNet and IBM)

  • Very poor at index/search of non-MOSS info

  • Search results can be unexpected out of the box

  • Project / task tracking

  • Social networking

  • Discussion & collaboration and communication

  • Trouble consuming its own RSS feeds (authentication issue)

  • Pricey for larger organizations


Case study example (editor’s note: SharePoint sprawl):


  • There’s a bank HQ’d in the UK and they have SharePoint… started using it as a test in 2006 and immediately upgraded to MOSS in 2007… and now have 23,000 instances of MOSS… and it’s a massive problem for the bank

  • The way it was deployed and structured was deplorable… that’s the bank’s fault, not Microsoft’s

  • How to bring it under control? I’m not entirely certain…”


MOSS SharePoint history:


  • Initially a countermove to the success of Lotus Notes

  • When SharePoint was formally launched in 2003 MS had very low expectations

  • The initial success was very high… MS was stunned and very pleased

  • MS managers were stunned… “Why is it such a big success?”

  • The success was in users deploying it as a light-weight portal

  • MOSS launched in 2007 and updated to .NET 2.0 / 3.0 as a development platform


Recurring Threats:


  • Separation between underlying “free” Windows platform and richer portal product with extra services, for a fee

  • If you’re an MS enterprise client, you will get most MOSS services for free

  • Traditional disconnect between SharePoint and .NET (mostly resolved in 2007) (e.g. MS is very large but very much like a college campus with many different groups and departments… that don’t necessarily talk to each other… and there are times that products get ‘out-of-sync’ with each other

  • Endemic confusion about what resides in SharePoint and what does not (and licensing implications)

  • MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users) (e.g. Oracle on the other hand focuses on larger enterprises and are traditionally  “terrible” at the workgroup level deployments)

  • MOSS has to run on a MS technology stack (.NET, Windows Server, SQL server)

  • I’m not really convinced that there really is any business intelligence (in MOSS)… though MS says there is.”


Current SharePoint Product Universe:


WSS

  • Foundation components, free with Windows

  • Basic collaborative features


MOSS

  • Fee based server product that extends WSS

  • Advanced features like CMS, personalization, forms processing and Excel services

  • Some enterprise features not included


SharePoint Search

  • Search engine for MOSS

  • Can crawl a number of different content sources, including Exchange (email)

  • MOSS Standard can only index 500,000 pages


Forms Server

  • Form rendering and processing (“One of the best features of MOSS… I love this. Really good value add.”)

  • Used in conjunction with InfoPath to deliver electronic forms via the Web

  • Still retain interactive attributes provided via InfoPath


Key functions:


  • Functional capabilities:

  • Enhanced search

  • Business data catalog

  • Excel services

  • Forms services

  • Shared services: farm-level services

  • User import/management

  • Search engaging configuration

  • Basic usage reporting

  • Profile-based site for individual users

  • MySite

  • Both profile and personalizable home page

  • Somewhat controversial

  • Actually provisions entire site collection


Things that can affect pricing:


  • Extent of external connectors and licenses for “Internet Site” licenses

  • Enterprise vs. Standard CALs (licensing)”

  • Search

  • Forms

  • Implementation costs

  • Customization costs

  • Systems integration


ALSO READ:
The SharePoint Plan (MOSS)

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