Brand Therapy
LogicBound Inc. | Thor M. Castillo
Experience
Web Designer since 1995
Undergraduate (1999) and Masters (2003), Human Factors Engineering (User
Interface Design/Human Computer Interaction)
Designing for SharePoint for 9 years
Lead the Design of Several Microsoft.com SharePoint Projects
Lead the Design of Fidelity.com and Several major .com Projects
Usability Expert and Technical Architect
Broad Industry Experience
Why we’re here
5 Stages of SharePoint Grief
What great design (branding) means
The Origin Story
Rocket Science
Ideas in Branding
The Branding Process
5 Stages of SharePoint Grief
Denial
Anger
Bargaining
Depression
Acceptance
5 Stages of
SharePoint Grief
Denial
The UI is fine
The product is fine
My users are happy
Denial
Anger
Bargaining
Depression
Acceptance
5 Stages of
SharePoint Grief
Anger
SharePoint Sucks
Low adoption or low satisfaction
Users aren't breaking through
Denial
Anger
Bargaining
Depression
Acceptance
5 Stages of
SharePoint Grief
Depression
We have the 'wrong' product
What a waste of money
Can we go back
How do I tell my boss, my users, my
friends and family?
What do I do?
Denial
Anger
Bargaining
Depression
Acceptance
5 Stages of
SharePoint Grief
Acceptance
SharePoint has made some
confusing design decisions
It begs to be improved and it can
be done
Denial
Anger
Bargaining
Depression
Acceptance
What great design (branding) means
The novelty effect  Sexy and compelling
User Friendly  Begs to be touched
Creates Distinction  Where's my award
What great design (branding) means
SharePoint has the stuff that makes a great product:
Focused on features
It tends to work
None techies can sort of figure it out
What great design (branding) means
THE BAD
Hard on the eyes
Difficult at times/Requires Learning
THE GOOD
Empowering  Novelty
Functional  User Friendly
Like no other product  Distinct
SharePoint “is” a great product:
That'swhatI'm talkingabout
From Chief Apologist to Chief Evangelist
The Origin Story
The Portal is not the product
Nothing should distract from the content
It works for Microsoft
It might be bad, but it's consistently bad
And one size fits all
Rocket Science
As it turns out modifying the UI can be quite difficult:
What to change?
Where to change it?
How to change it?
Then and now and tomorrow
The Domino Effect and the Adverse Effect
Expectations vs Reality
Ideas in Branding
It can be done - Find your Spirit Animal
Enhancement can be Simple, yet Profound!
You can rethink the UI/UX
Enable Breadcrumb Feature
BEFORE AFTER
SharePoint 2010 had this breadcrumb feature built in and it disappeared from the core template. This is a
practical feature for sites with subsite and sub-subsites and can be re-added reliably to the site template.
Web Part Chrome
BEFORE AFTER
Adding Web Part Chroming gives a visual perimeter for each web part which makes them easier to identify
on the page.
Web Part Active Chrome
BEFORE AFTER
Adding Web Part Active Chrome gives the user a visual connection between the selected web part and the
activated ribbon on the top of page. This becomes more valuable when there are numerous web parts
presented to the user.
Document Library Web Part Breadcrumb
Navigation
BEFORE
The Doc Lib Web Part breadcrumb helps users identify where they are within a web parts as they navigate
in and can effectively navigate back up the tree
BEFORE AFTER
Example Page Before Enhancements
Example Page after Enhancements
Brand Therapy
Brand Therapy
The Branding Process
What the process should be
Getting Real – What the process turns out to be
The Branding Process
What the process should be:
Determine your needs:
Stage I: Determine User Requirements/Client Requirements
Stage II: Preliminary Testing
Stage III: Heuristic Evaluation
The Build Out
Requirements become a design
Construction
Implementation
Production
The Branding Process (The Build Out)
Production
Wireframes
Composites
HTML Mockup
Templates
SharePoint
Development
Custom
Components
Push Solution to
UAT/Pre-Prod
Create/Edit
Content
Approve Content
Publish Content
Construction
Live
Requirements
Information
Architecture
Implementation
The Branding Process
Getting Real – What the process turns out to be
The web of ideas
Themeforest
Bind Tuning
CodePlex
Starter Master Pages for SharePoint
Responsive SharePoint
The Branding Process
Prototyping
Storyboarding
The Tools
Know the power of the browser
Excel
Design with Office
CSS
JavaScript/CSOM/CSR
PhotoShop
Brand Therapy
LogicBound Inc. | Thor M. Castillo

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Brand Therapy

  • 1. Brand Therapy LogicBound Inc. | Thor M. Castillo
  • 2. Experience Web Designer since 1995 Undergraduate (1999) and Masters (2003), Human Factors Engineering (User Interface Design/Human Computer Interaction) Designing for SharePoint for 9 years Lead the Design of Several Microsoft.com SharePoint Projects Lead the Design of Fidelity.com and Several major .com Projects Usability Expert and Technical Architect Broad Industry Experience
  • 3. Why we’re here 5 Stages of SharePoint Grief What great design (branding) means The Origin Story Rocket Science Ideas in Branding The Branding Process
  • 4. 5 Stages of SharePoint Grief Denial Anger Bargaining Depression Acceptance
  • 5. 5 Stages of SharePoint Grief Denial The UI is fine The product is fine My users are happy Denial Anger Bargaining Depression Acceptance
  • 6. 5 Stages of SharePoint Grief Anger SharePoint Sucks Low adoption or low satisfaction Users aren't breaking through Denial Anger Bargaining Depression Acceptance
  • 7. 5 Stages of SharePoint Grief Depression We have the 'wrong' product What a waste of money Can we go back How do I tell my boss, my users, my friends and family? What do I do? Denial Anger Bargaining Depression Acceptance
  • 8. 5 Stages of SharePoint Grief Acceptance SharePoint has made some confusing design decisions It begs to be improved and it can be done Denial Anger Bargaining Depression Acceptance
  • 9. What great design (branding) means The novelty effect  Sexy and compelling User Friendly  Begs to be touched Creates Distinction  Where's my award
  • 10. What great design (branding) means SharePoint has the stuff that makes a great product: Focused on features It tends to work None techies can sort of figure it out
  • 11. What great design (branding) means THE BAD Hard on the eyes Difficult at times/Requires Learning THE GOOD Empowering  Novelty Functional  User Friendly Like no other product  Distinct SharePoint “is” a great product:
  • 12. That'swhatI'm talkingabout From Chief Apologist to Chief Evangelist
  • 13. The Origin Story The Portal is not the product Nothing should distract from the content It works for Microsoft It might be bad, but it's consistently bad And one size fits all
  • 14. Rocket Science As it turns out modifying the UI can be quite difficult: What to change? Where to change it? How to change it? Then and now and tomorrow The Domino Effect and the Adverse Effect Expectations vs Reality
  • 15. Ideas in Branding It can be done - Find your Spirit Animal Enhancement can be Simple, yet Profound! You can rethink the UI/UX
  • 16. Enable Breadcrumb Feature BEFORE AFTER SharePoint 2010 had this breadcrumb feature built in and it disappeared from the core template. This is a practical feature for sites with subsite and sub-subsites and can be re-added reliably to the site template.
  • 17. Web Part Chrome BEFORE AFTER Adding Web Part Chroming gives a visual perimeter for each web part which makes them easier to identify on the page.
  • 18. Web Part Active Chrome BEFORE AFTER Adding Web Part Active Chrome gives the user a visual connection between the selected web part and the activated ribbon on the top of page. This becomes more valuable when there are numerous web parts presented to the user.
  • 19. Document Library Web Part Breadcrumb Navigation BEFORE The Doc Lib Web Part breadcrumb helps users identify where they are within a web parts as they navigate in and can effectively navigate back up the tree BEFORE AFTER
  • 20. Example Page Before Enhancements
  • 21. Example Page after Enhancements
  • 24. The Branding Process What the process should be Getting Real – What the process turns out to be
  • 25. The Branding Process What the process should be: Determine your needs: Stage I: Determine User Requirements/Client Requirements Stage II: Preliminary Testing Stage III: Heuristic Evaluation The Build Out Requirements become a design Construction Implementation Production
  • 26. The Branding Process (The Build Out) Production Wireframes Composites HTML Mockup Templates SharePoint Development Custom Components Push Solution to UAT/Pre-Prod Create/Edit Content Approve Content Publish Content Construction Live Requirements Information Architecture Implementation
  • 27. The Branding Process Getting Real – What the process turns out to be The web of ideas Themeforest Bind Tuning CodePlex Starter Master Pages for SharePoint Responsive SharePoint
  • 28. The Branding Process Prototyping Storyboarding The Tools Know the power of the browser Excel Design with Office CSS JavaScript/CSOM/CSR PhotoShop
  • 29. Brand Therapy LogicBound Inc. | Thor M. Castillo