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Intranet Best Practices: Research Findings from Nielsen Norman Group and Knowledge Architecture

June 25, 2020 Knowledge Architecture

Featured Guests

Kathryn Whitenton, Director of Digital Strategy at Nielsen Norman Group
Page Laubheimer, Senior User Experience Specialist at Nielsen Norman Group

Webinar Summary

In this month’s Office Hours, Nielsen Norman Group (NN/g) and Knowledge Architecture share insights based on our recent study of over 120 Synthesis intranets. We discuss patterns and pitfalls of intranet navigation, share best practices for building effective and intuitive intranet navigation, and introduce you to a process for validating proposed changes to intranet navigation.

Webinar Timeline

00:18 Introductions
00:18 Common Intranet Navigation Questions from KA Clients
03:32 Introduction to the Research Project & Team

08:36 Intranet Navigation Best Practices
09:08 Introduction to NN/g
10:40 Information Architecture (IA) 101: Mental Models
12:07 Intranet IA: Most Common Problems
13:10 User-Centered Design
14:16 Example: Department vs. User Centered Intranet Design
16:00 Mental Expectations are not Logical Taxonomies
17:30 Asymmetric Structure is OK 
19:18 Polyhierarchy is OK

20:24 Overview: Navigation Best Practices
20:45 1. High Visibility for Key Categories
21:36 … Example: Common Tier 1 Categories
22:05 2. Distinct Categories
22:52 … Example: Codes vs Standards
23:44 3. Familiar, Clear Terminology
24:35 … Example: [Firmname] University
25:06 4. Short, Front-Loaded Labels
26:05 … Example: Professional Licensure vs Licensure

26:38 Tree Testing
27:30 Accordion Menu and User Tasks
29:22 The Research Process: Live Sessions & Data Collection
30:38 IA Trees Assessed
32:10 … Tree A — Broad
34:08 … Tree B — Narrow
35:24 … Tree C — Medium-Broad
36:28 … Tree D — Broad with alternate working
36:46 Video: Tree Testing Task

37:33 Answers to Key Questions
37:50 HR, Marketing & IT 
39:58 Administrative Category / Office
42:13 General Resources vs by Discipline
45:25 Filters and Cross References
46:11 Where Users Looked for Learning Content
47:30 Learning Content
49:40 First Click Data for Learning Content Task
50:46 Overlap & Over-Specificity in Tier 3
52:08 Broad vs Narrow Tier 1
54:40 Q: How broad is too broad?
57:20 Q: Was there a difference between the two broad options?

58:20 Recommendations
58:55 1. Organize content by topic
59:28 2. Call your administrative category “Office”
1:00:21 3. Clarity over brevity/cleverness for category names
1:01:38 4. Go with a broad and shallow architecture
1:02:10 5. Don’t get overly specific in lower levels
1:02:53 Recommended Default Navigation
1:01:04 … Projects & Practice Category
01:07:27 … Office, About Us, Learning
1:09:04 Label Names to Avoid
1:09:11 … Firmwide
1:10:01 … Design Technology
1:10:32 … Project Delivery
1:10:58 … Practice Groups
1:11:20 … Business Services

1:12:08 Research Protocol
1:12:38 Optimal Workshop & Treejack
1:13:04 Create User Tasks
1:14:47 Find 50+ Participants Per Task
1:15:14 11 Tasks Used by NN/g
1:15:27 Analysis of Results
1:16:09 Visualization: Overall Metrics 
1:17:06 Visualization: Pie Tree 
1:17:46 Matrix: Where Users Looked 

Q+A
1:18:55 Q: Where does “accounting” (forms, etc) fit in best?
1:21:12 Q: Any recommendations on where to put design conversations and inspiration?
1:23:44 Q: Is there a best practice with regard to how often you can/should make changes to your intranet navigation?
1:26:15 Q: Any thoughts on where programs and conversations related to professional development can be organized?

Read the Collaborative Notes

Members of our team and the KA Advance community took collaborative notes during this webinar using Google Docs. Collaborative note-taking helped us summarize key takeaways, collect related links, and will provide us with a quick reference when we return to this topic in the future. We've found the notes quite useful so far and hope you will as well.

READ NOTES

Review the Session Slides

Want to take a closer look at NN/g’s presentation slides? Check them out here.

REVIEW SLIDES

About Office Hours

Office Hours is 60 minutes of news, stories, and Q+A with Susan, Sarah, Chris, Zucu, and special guests from the KA Advance community. You can watch recordings of past Office Hours webinars here.

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Webinar Summary

Over the last two years, Synthesis has evolved from a social intranet into an integrated knowledge, learning, and AI platform for AEC firms.

In this webinar, I shared the next phase of that evolution and demonstrated how new Synthesis LMS, AI, and integration capabilities are coming together to help firms put their knowledge to work.

We explored:

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Webinar Summary

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After four intranet iterations spanning nearly two decades — from hand-coded HTML to ThoughtFarmer to SharePoint — SMRT, a 130-person integrated architecture and engineering firm based in Portland, Maine, made a different kind of commitment. They decided that internal work is real work, that their firm is a worthy client, and then treated their Synthesis implementation accordingly.

Nicole Rogers served not just as executive sponsor, but as principal in charge. Graham Parker, who had already proven the ROI of data-driven process improvement on the accounting side of the business, moved into a dedicated knowledge management role. A project number was created in Deltek. Hours were tracked on timesheets. The implementation got the same rigor and attention SMRT gives its external clients and the results showed.

That investment didn't end at go-live. Nicole has continued to drive adoption at the senior leadership level because SMRT understands that launching Synthesis is just the beginning, not the finish line. Meanwhile, Graham has expanded his work into AI, helping build the digital knowledge foundation that makes tools like Synthesis Knowledge Agents and AI Search valuable. 

Knowledge management can't be the ninth thing on somebody's to-do list in the AI era. SMRT's story is a case study in what happens when it isn't.

In this webinar, Nicole Rogers, Senior Principal and Director of Architecture, and Graham Parker, Knowledge Manager, share their firm's story — from the organizational shifts that unlocked knowledge management to a live look at where they're headed with AI and learning management.

We explore:

  • How treating the Synthesis implementation like a real client project changed the outcome

  • The change management and internal marketing work that drove adoption before, during, and after launch

  • How Nicole's continued executive sponsorship keeps the platform alive and growing past go-live

  • How and why Graham moved from the finance team to a dedicated knowledge management role 

  • What it takes to build the digital knowledge foundation that enables AI agents to actually deliver value

  • A live tour of CALVIN, SMRT's Synthesis platform, and a look at their early work with Synthesis Knowledge Agents and LMS

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Webinar Summary

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In this webinar, Kristina Williams, Director of Design Technology at Lionakis, and Brandon Norton, Senior Multi-Media Manager at Fuscoe Engineering, shared how their firms are designing modern learning experiences that take advantage of this new paradigm.

Each presented a case study of a high-priority learning experience their firm is building or modernizing—experiences designed not only for formal learning, but also to support self-directed exploration, knowledge reuse, recall, and AI-powered discovery through Synthesis.

We explored:

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  • How learning content is being structured for both human learning and AI-powered retrieval

  • How on-demand courses and hybrid learning experiences are designed to support self-directed learning

  • What early feedback firms are receiving from staff using these new formats

  • Lessons learned from the first generation of modern learning experiments

  • What these efforts may mean for the future of knowledge management, learning, and firmwide expertise development

Each speaker shared a 20-minute case study, followed by discussion and open Q&A.

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Hillary Thompson, Principal

Webinar Summary

As AI-powered search and learning tools become more capable, their effectiveness depends on something far more fundamental: the quality, structure, and completeness of a firm’s knowledge foundation.

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Christopher Parsons, Founder and CEO, Knowledge Architecture

Webinar Summary

Are you taking advantage of the data gold mine your AEC firm is sitting on? Is the institutional knowledge of your firm’s most valuable professionals available to others? Christopher Parsons of Knowledge Architecture shares 5 “We Gotta Try That!” examples of AEC firms applying an Intranet + AI Search solution to unlock the full value of their in-house knowledge:

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  • Turner Fleischer combined structured standards, #TechTalk videos, a searchable eTutor library, and an internal learning academy to build a robust KM foundation. AI search delivers just-in-time answers that support technology adoption at scale.

  • Boulder Associates uses expert interviews to capture knowledge, such as seismic compliance strategies and Bluebeam project workflows. AI search then surfaces this expertise so project teams can get answers and connect directly with in-house experts.

  • Bora Architecture & Interiors built a digital twin of their sustainability lead, Corey Squire, by integrating his best practices, project reflections, and even his book into their intranet. AI search (aka “Robo Corey”) now helps employees find standards, strategies, and subject matter experts for sustainable design decisions.

  • Shepley Bulfinch created a comprehensive onboarding knowledge ecosystem, answering questions such as “How do I get staffed on projects?” or “Who knows Affinity Photo in Houston?” in the flow of work. AI search allows access to answers long after orientation.

Enjoy!

Read more →
November 6, 2025

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In Office Hours Tags Intranet Best Practices
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