Although Patricia and Trevor didn't provide a step-by-step guide for the actual moving from overview pages/widgets to pages/tiles, I was happy to hear that Cisco has adopted some of the same best practices that as a Strategy Consultant in Jive Professional Services, I recommend to the customers I work with for making the switch.
A summary of their recommendations:
- For new places: try to use tiles first. See if the functionality that is required for the page can be handled with tiles. If not, stick with widgets for now. Or, if mobile users are a priority, choose to go with pages and tiles. For mature communities using widgets, develop a policy to make all new places use tiles if possible and move to tiles for existing places when it is feasible. Think about how to provide the same information in different ways when a tile doesn't map to a widget.
- Use the document viewer tile for highly designed pages on internal communities; use a html tile for externals. Using a document and document viewer tile allows the content to be indexed so that it will be available in search. It also allows the same document to be surfaced in multiple places using the tile - and you don't need to be an admin to update the document. (Note from me: using a document/document viewer tile instead of an html tile may not always be the preferred method. If users finding a document in search results with no context would be confusing to them, consider using the html tile instead.)
- Consider developing custom tiles for functionality that is not provided in the current tile set, especially if they can be used in multiple places. E.g. a search tile. Make sure to check with the Jive roadmap to ensure that you don't develop a custom tile for something that will be ootb in an upcoming release.
- Page templates are not available at this point. To give place owners some ideas about page layout possibilities, create some sample page layouts in a group for them to reference.
- Provide training and support to place owners. This can include:
- Training guides and FAQ
- Help place
- Group training sessions
- Drop in clinics
- 1:1 sessions
- Promote tile benefits:
- Tiles are responsive: better mobile experience
- Up to 5 pages per place can create navigational elements within a place that are not available using overview pages. This can also create a better UX since using pages can reduce the amount of information displayed on one page, allowing most content to be displayed above the fold.