Prologue: Aligning Thoughts and Ideas
Introduction
A prologue (Greek prologos), or prolog, is a preface to the story. It sets up the story, giving background details and other miscellaneous information.
This is the prologue for a series of articles on User Experience Design (UED) in SharePoint. The series is intended to improve the success of your SharePoint implementation through a better understanding of User Experience Design.
These articles are relevant to power users, designers, information architects, business analysts, project managers and anyone passionate about SharePoint.
Why User Experience Design Matters to Me
Background
I began my love affair with SharePoint in 2005 when I was working at a global medical device manufacturer. I inherited many manual data management processes that seemed designed to elicit human error with their convoluted schemas and irrational schedules. Unfortunately, many of the "human errors" were mine and even worse, highly visible. I lost confidence in my abilities and actually started feeling depressed. I dreaded going to work.
My boss knew of my background in web and graphic design and asked me to build a site to pilot SharePoint 2003. The site would manage our department file-shares, processes and key documents. I jumped at the chance. This was my opportunity to normalize this data and automate the system, almost completely eliminating human error, and putting me in the corporate good graces. It was personal to succeed in this endeavor. My ego depended on it.
Objectives
The key objectives of the site set the context. The site should be intuitive so that it could be used with minimal training. Because we were in the middle of an FDA audit it was critical that the migrated content was credible and quickly accessed to support FDA requests for information. The site design also had to be universally understood across departments and continents.
Audience
The audience was comprised of over 2000 project managers, chemists, scientists, researchers and executives that worked on several continents.
Success Metrics
The success of the site (and indirectly, my success) would be measured by user adoption and the ability to find content quickly. How was I to make a group of 2000 minimally-trained users adopt a site? The answer was clearly dependent on design. It must be designed an architected well.
Solution and Outcome
We built a solution based on User Experience Design (UXD) principles and methods. A thorough understanding of user needs, site context and content drove the site map, taxonomy, interactions and visual design. The site was a success, our processes were automated, user adoption was high and so were my spirits.
SharePoint was my hero.

The Problem: Information Gap
Over the last five years, I’ve moved into SharePoint consulting and continue to follow the thought leaders in various User Experience (UX) discipline, incorporating and linking their ideas into each SharePoint implementation.
There is more than enough information available regarding User Experience Design (UXD) for the Regular Web Design World (RWDW), however there is a tremendous scarcity of this content as it applies to SharePoint. One of the major reasons for this is that originally, SharePoint was focused on collaboration. The challenges of working with an immature product combined with the design customization limitations made it very difficult to focus on User Experience (UX). SharePoint 2007 dramatically changed this and we finally had the platform to incorporate UXD.
As SharePoint has matured into a robust platform offering rich user interface (UI) features and true development capabilities, there is a need to standardize the User Experience (UX) approach in SharePoint.
Next Steps: Aligning Ideas
The forthcoming series of articles define the User Experience (UX) disciplines, roles and responsibilities, and helpful approaches as they relate to SharePoint. These articles will focus heavily on areas that I know best: usability, visual design and the psychology behind them. As I continue to develop these ideas into articles and supporting visuals, I welcome your input and feedback.