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Inaugural Sydney ILF workshop

Pat in presenter mode

Today I presented a session on Needs based IA at the first Sydney workshop of the Intranet Leadership Forum. I got to talk about my two favourite subjects of the moment, ethnography and user-centered design!

I went through some basics of performing needs analysis to build a rich understanding of an organisation’s culture, work practices, work environment and staff’s information needs. I then broke down an intranet redesign project I performed last year, showing how the detailed research I did on the company and it’s staff made it possible to deliver a much more valuable information architecture (something more than a site map).

It was fairly successful but next time I do this I want to cut down the scope and focus the session more–the subject really was too broad for the time allowed. I’ll also make it more interactive, perhaps with workshop activities designed to get the group involved in using ethnographic techniques. And I’ll definitely devote more time to sharing some of the stories that I’ve come across during past projects. These are the juicy bits that get people excited about doing the work!

Wow, I’m definitely in presenter mode now, I’m even thinking of more topics (like Intranets for Advertising and New Media, that could be a good one).

Confluence, thy enemy’s name is Pat

I have had the most unfortunate luck of having to work with Confluence over the last few weeks. More specifically, I have to customise the interface for a client (to make it somewhat usable since it’s not very good in standard guise).

Besides being a complex beast of a wiki come intranet, the theme/templating mechanisms are overly complex and incredibly cumbersome. I have obviously not been close to the whole web templating scene, since this whole universe of Velocity, SiteMesh and what-not has popped up and I hadn’t heard anything about it until now. Well I was quite happy in my ignorance, because this method of customising the UI is typical of what a programmer or sysadmin would come up with (let’s just say their idea of web design is rubbish!). It’s just way too complex and avoids the point of what someone would want to do with it, that is, modify the user interface.

The approach is not new, other attempts include PHP templates, Smarty etc, but they all have the same problem. They’re so complex that they really miss the point, you may as well write all the code from scratch. And then there’s the performance overhead. The theme mechanisms for things like WordPress, Gallery, Mambo etc are much easier to work with.

Multiplying the problems with the templating engine is the way it’s been used. Within Confluence, the use of HTML in the construction of the pages is pitiful, as is the scripting, but I’m determined to clean it up. The structure of Confluence is also a bit of a mess, with many different types of pages and links off to this and that. This bloatware aspect is pretty frustrating; half the work is turning things off, trimming it back to make some sort of useful interface. There are so many unnecessary ‘features’ stuffed in.

Then there’s Confluence’s sensitivity to, well, everything. Making changes to themes or page decorators can cause all sorts of disastrous failures for the whole server! Doing all the ‘pretty stuff’ sure is tough going when the architecture gets in a huff and won’t play ball.

I’m sure it’s quite clear that I’ve come to dislike this product quite a bit due to my experiences on the technical front, and I haven’t even mentioned usability yet. Luckily somebody else has! I’m hoping Alex also grappled with these customisation demons that plague me…

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Intranet Leadership Forum

I’ve just launched a new website for Step Two: www.intranetleadership.com.au.

The site will be used to promote and coordinate the forum, an initiative aiming to bring together intranet professionals so they can share problems, ideas and generally network among themselves. As the site says:

Successful intranet teams have key skills in a variety of disciplines: strategy, project management, content management, communications, content writing, information architecture, usability, influencing, and stakeholder management to name a few.

The challenge for intranet teams, however, is that learning is usually on the job. While attending conferences can contribute to professional development, they offer limited skill building and practical insights. Beyond this, intranet team members often have few opportunities to connect with their peers in other organisations and cannot, by definition, see other intranet sites.

That’s where the Intranet Leadership Forum comes in.

The Forum provides support to intranet teams. Joining the Forum will connect you with other intranet professionals who are tackling similar intranet projects and issues. You’ll be part of a community where you can share your experiences, helping to bridge gaps in knowledge and expertise.

You will have access to real-life solutions for your organisation’s intranet issues from peers who have already found the answers, saving your organisation time and money.

We’re quite excited about this concept, even if the website design is less than stunning :)

Nice RSS

I’ve just published another article, this time it’s Feed your enterprise with RSS in which I discuss the benefits of using news feeds.

Conceptually, ‘news feeds’ are quite simple, allowing content to be delivered over the internet. Web users are very familiar with the idea of feeds, but what about their use within an organisation?

Intranet Super Nanny

Supernanny Jo Frost

Over recent weeks I’ve been in Adelaide (see my photos) consulting with a large government agency regarding their intranet. It occurred to me that this work, as well as a lot of IA and user experience consulting, is much like being Supernanny; much of your effort is directed towards changing the attitude of the ‘head of the family’.

Within any organisation that has an intranet there is usually someone who has control (although lack of ownership of it is often a major hurdle in delivering a successful intranet). This may be the IT department, or a dedicated intranet team. Combined with senior management these people are like the parents, with staff as the children.

Most of the time Super Nanny (Jo Frost, to be more precise) is involved, the parents are running around like mad idiots, screaming at the children trying to get them to behave. They’re so caught up in the day-to-day madness of it all, they don’t even know where to begin. The children just won’t do what they’re suppose to! But what you see time and time again is that it’s the parents that need work—the attitude and behaviour adjustment.

Super Nanny has to point out what’s going wrong, often to the discomfort and embarrassment of the parents. She needs to explain that it’s not the kids fault, it’s your fault. You can’t make the kids do what you want (especially whilst quite often acting contrary to your own rules…but that’s a whole other story). You need to work out what the problem is and find ways to solve it.

Do you see the parallels? Staff aren’t misbehaving when they don’t use the intranet. They’re not “breaking the rules” because they are disrespectful or out of control. Often the systems that have been put in place are simply not meeting their needs. Not only are intranets and procedures difficult for staff to use, often they’re completely irrelevant. Is it any wonder they don’t play nicely?

That’s why ‘needs analysis’ is the most crucial task in (re)designing an intranet. When consultants perform intranet needs analysis we aim to understand how staff work, then look at how the intranet is helping, hindering or simply not involved. Then we show this to those strategising, designing and administering the intranet (and related systems) so they too understand exactly what’s going on. This is the “Oh…that’s really what they do?” moment. Like videoing the parents before Super Nanny arrives, this holds a mirror up to themselves as much as anything else and usually illustrates the stark contrast between the reality of work life for staff and the vision acquired by implementers and management.

Many of the key techniques Super Nanny uses take the parents on a journey; from their current perspective through to one of understanding how things actually are and the effects on family life. Unless they tread that path they will not change and things will continue as they were, if not worse. Often the process might be given a name (such as the ‘naughty corner’) but these are age-old techniques which in the back of their minds the parents probably already know. Repackaging it as something new can cut-through like nothing else. Perhaps doing this reduces the dent on their pride? eg this new technique is the answer, so it wasn’t really my fault that I couldn’t solve it before.

Compared to this, the kids are a breeze. Once their environment and the expectations of the ‘powers that be’ are adjusted, they start behaving. They’re just happy that mum and dad are happy. And they’re happy that someone is taking some notice of them (the analogy in the intranet world is that staff are often happy that someone listens to them rather than just prescribing solutions on them without asking what they need).

Now, I’m not a parent (yet) nor am I an intranet manager, so I’m not saying either job is easy. They both require strong people skills and an ability to think outside your own box; what about me might not be right for this family/company? It’s also about being brave enough to admit the brutal truth and then go about making the necessary changes.

And with any luck, like most families Super Nanny visits, organisations wishing to improve their intranet will come out of the process with a renewed relationship with their colleagues and enthusiasm for continued progress. Preferably without the tears.

ps: A great deal of restraint was needed to not use the phrase “unceptable” in this post. Oops, there it is.

Intranet Review Toolkit

I’ve just launched a new website to promote the Intranet Review Toolkit written by my colleague at Step Two, James Robertson.

www.intranetreviewtoolkit.org

It’s not that pretty but does the job.

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