A Multi-path Information Architecture Solution For A Sales Intranet

The Challenge

While Connection initially only brought our team on to design the user interface for their new SharePoint deployment, they sought us out again soon afterwards for a full User Experience and Information Architecture project to create an intranet that would better support their large B2B enterprise technology sales team. 

Our Approach

Card Sorting

With our UX expertise and toolkit, we were able to gain a big-picture perspective on the project that their internal teams could not. Through a card-sorting exercise, we determined there was not a single correct answer to the IA problem; users approached things differently depending on their sales division, time at the company, and the current task at hand.

Tree Testing

Armed with these new insights into the users' needs, we distilled nearly 7,000 pieces of information and tasks down to 12 main categories with multiple paths allowing users to move through information based on how they logically saw it. We validated our proposed content model with tree testing, a technique for evaluating the findability of topics within an information architecture independent of user interface. User research before costly design and development initiatives always pays off

Our Solution

We demystified the information architecture and validated user flows through usability testing, enabling us to develop a content model and deployment plan to hand off to the SharePoint development team. With so many lessons learned from our initial engagement with the client, we circled back for a few iterative rounds of wireframes to create a user interface that would allow users of varying groups to easily move through the new intranet structure.

Card sorting helps us identify how users' commonly group similar items.

Tree Testing allows us to observe the paths users take as they look for something.