ia and branding process: session 7.2 sketches to wireframes to hi-fidelity designs erik swenson sr....

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IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

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Page 1: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

IA and Branding Process: Session 7.2Sketches to Wireframes to Hi-Fidelity Designs

Erik SwensonSr. Practice Consultant, EMC Consulting

Page 2: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

About this Session

Anything is possible

Roles

Design processGathering Branding RequirementsCreate Sitemap & NavigationCreate WireframesCreate Visual Design

Tools for building the design

Implementation methods options

Additional guides/references

Q/A

Page 3: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

100 Best SharePoint Websites http://www.wssdemo.com/Pages/topwebsites.aspx

Anything is possible

Page 4: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Anything is possible

Page 5: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Anything is possible

Page 6: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Roles

3 key skills required:

Information Architecture –much of the interface navigation and page structure will be driven by the Information Architect.

Designer – Skill depends on several factors, if leveraging native features, skill is very dependent on knowledge of SharePoint.

SharePoint Front-End Development – MOSS-FED highly specialized skill set, especially if doing CSS-based changes.

IA

D

FED

Page 7: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Design Process: 7 Steps

Step 7Begin

Programming of Site Design

Alpha Prototype:Incomplete

representation of

portal structure;usually home

pageplus key category/

user path to give a

preview of how site

will function

Beta Prototype:

100% completerepresentation

of site structure;

all contentrepresented on

site map completed

FED

Step 6Complete

Wireframes & Interface Designs

Review

IA D

Step 5Create

“Look-n-Feel” Interface Design

Full color designsof key

application navigation,

pages, and

interactions.

Review

D

Step 4Start

WireframeDevelopment

Wireframes range from high

levelb/w navigation

and page sketches

to detailedpage layouts.

Review

IA

Step 3Create

Site Map

Identify Key Areas

for IAWire Frame

Design

Review

IA

Step 2Prioritize KeyDevelopment

Iterations

START

Requirement 1

Requirement 2

Requirement 3

Requirement 4

Requirement 5

Requirement 6

Requirement 7

Requirement 8

Requirement 9

Requirement 10

Requirement 11

Requirement 12

Requirement 13

Requirement 14

Requirement 15…

IA D FED

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 8: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Gathering Branding Requirements

Have Client/Marketing start to think about what they like

Identify Approvers: Business Users, Marketing, Board Members, Executives

Appropriate Design Treatments: Gradations or flat colors, Rounded corners, Transparencies, White Text on dark background, Tabbed navigation, Pixel lines for separation, Shadows

Branding Moods Extremes: Simple or Complex, Bold or Soft, Heavy Imagery or soft color transitions, Sharp square edges or soft rounded corners

Sites they like/Dislike: Identify existing sites that they like and why they like them. Same for sites they don’t like.

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 9: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Gathering Branding Requirements

Gathering Branding Requirements:Define customization level?

Brand Adaptation: Apply logo, colors only, keep out of the box layout and tab styles

Custom brand: More design treatments, changes to lines, controls, tab styles.. stay within master page layout

Full custom design: Change layout of master page completely.. i.e. navigation may not be in tabs, etc

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 10: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Gathering Branding Requirements

Gathering Branding Requirements:Understand the Scale

Full portal modification: All sites, My Sites, and Administration page

Sites only: Themes or alternate style sheets

Page Only: Alternate style sheets, Content editor web part <style></style>)

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 11: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Gathering Branding Requirements

Gathering Branding Requirements:Gather Pre-existing Designs and Style Guides

• Websites• Colors• Fonts• Imagery• Layout• Logos• Etc.

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 12: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Gathering Branding Requirements

Gathering Branding Requirements:Browser Requirements

Site Function: Liquid versus Fix width

Width: Smallest Size before Scroll. (1024 X 768)

Browser Support: IE, Fire Fox, Safari, Opera, Google Chrome

Print: Custom style for printing from site

Mobile support: View and download content from PDA, Smartphone, Etc.

Step 1Conduct

RequirementsGathering

Session 1

Session 2

IA D FED

Page 13: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Why create a creative brief?

What is in a creative brief?Existing Brand/CreativeVision & ApproachVisual ComponentsAccessibility Features

Why create one?Provides written requirements about visual designAllows designer to get official sign off of visual design requirements.

Page 14: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Create Sitemap & Navigation

Creation of high level sitemap & navigationStep 3

Create Site Map

Identify Key Areas

for IAWire Frame

Design

Review

IA

Page 15: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Create Wireframes

Creation of WireframesStep 4

StartWireframe

Development

Wireframes range from high

levelb/w navigation

and page sketches

to detailedpage layouts.

Review

IA

Page 16: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Avoid pitfall of“Putting lipstick

on the pig”

Page 17: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Create Visual Design

Use Photo EditorTake Public website, reference websites, images, colors etc.Adapt brand into SharePoint constraintsTake known elements and re-useDraw guidesCreate Folders in the layers to keep them organizedName those layers!

Photoshop Cut and PasteSlice out elements and save as web ready filesUse existing images for support and size

Step 5Create

“Look-n-Feel” Interface Design

Full color designsof key

application navigation,

pages, and

interactions.

Review

D

Page 18: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

~35 modified out of 2,000…

Only a hand full of images are used to support the visual building block of the site.

~ 35 out of 2,000+

Page 19: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Tools for building the design

Cascading Style Sheet (CSS) BuildTools

Visual Studio & SharePoint Designer Build themes, Custom site definitions, master pages and templates for others to use.

SharePoint Designer Change Colors, Backgrounds, Fonts, Edit CSS files, Edit Master Pages, Page Templates and content.

Browser-Based Changes Change Site Logo, Themes, Web Parts

Com

ple

xit

y

Page 20: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

IE Developers Toolbar

Download: Internet Explorer Developer Toolbar

Page 21: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Where to begin?

Main site areasTop BannerTitle area / SearchMain Navigation / ActionsQuick Launch areaBody areaWeb part headersFonts

Other AreasMy SiteTemplates –

Team SitesBlogsWiki’sMeeting WorkspacesMS Training Center

AdministrativeCentral Administration

Step 7Begin

Programming of Site Design

Alpha Prototype:Incomplete

representation of

portal structure;usually home

pageplus key category/

user path to give a

preview of how site

will function

Beta Prototype:

100% completerepresentation

of site structure;

all contentrepresented on

site map completed

FED

Page 22: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Modify Core Server CSS File: Core.cssApplied to all sites, sub-sites, application pages, and My Sites.

Pros:Instant ResultsAll Sites/pages will be branded

Cons:All Sites/pages will be brandedRisk that service pack will override changes

Page 23: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Modify All Core Server Master Pages:Adding a CSS Reference to all major master page files on the server.

Application.masterDefault.master

Pros:Instant ResultsAll Sites/pages will be branded

Cons:All Sites/pages will be brandedRisk that service pack will override changes

Page 24: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Custom Site Definitions and Ref. Alternate Stylesheet:Create Custom Site DefinitionsReference Custom CSS file in all Default.aspx pagesReference an alternate CSS file at the top level site collection.

Pros:Branding only applied to those sites that use those templates

Cons:The Alternate Style sheet will have to be applied to every top level site collection Not all system pages will be branded

Page 25: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Custom Master Page within UICreate custom Master page and store it in the Master Page and Page Layouts Gallery Reference to Custom CSS file on the server

Pros:Easily SupportedAbility to use library features (Check in/out, Versioning, Restore)

Cons:No system pages will be branded

Page 26: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Custom ThemeCreate a custom theme and apply it to each site.

Pros:Easy to applyAbility to have multiple brands within environment

Cons:This approach is defined per siteCannot be pushed across all sitesIf modified theme needs to be removed and then reapplied

Page 27: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Alternate Style SheetReference the Alternate Stylesheet at the top level site collection.

Pros:Quick way to make simple changes to site

Cons:This approach does not get applied when a new site is created.

Page 28: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Implementation Method Options

Content Editor Web PartUse <Style></Style> tag within the web part to override the CSS for that page.

Pros:Flexible and can be used on any site

Cons:This approach only effects the page and not the whole site/collection

Page 29: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

All Sites Method

Feature StapleCreate a custom site definition that references a custom master page.That master page references the custom CSS file.Modify the Application.Master to reference the custom CSS file for all _layouts pages.

Page 30: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

Server Files & Locations

External Style Sheets1.) CALENDAR.CSS2.) CONTROLS.CSS3.) CORE.CSS (Main)4.) datepicker.css5.) EwrDefault.css6.) HELP.CSS7.) HtmlEditorCustomStyles.css8.) HtmlEditorTableFormats.css9.) MENU.CSS10.) OWSNOCR.CSS11.) PORTAL.CSS (Supporting)12.) RCA.CSS13.) SiteManagerCustomStyles.css

Image Folder Details1.) Size: 2.78 MB2.) Contains: 2,050 Files, 0 Folders

Folder Locations on ServerImagesC:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\IMAGES

StylesC:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\STYLES

Page 31: IA and Branding Process: Session 7.2 Sketches to Wireframes to Hi-Fidelity Designs Erik Swenson Sr. Practice Consultant, EMC Consulting

My Info & Q/A

My Blog:

http://erikswenson.blogspot.com

Contact Info:

Email: [email protected]