Search is no longer simply about "Search". While Information Overload is the reality of our lives, and everyone talks about Big Data and Internet of Things (IoT), findability gets more and more critical. The "old school" Search Center experience is outdated - we need something better, something more, something that is more efficient, more user friendly and more helpful. Recognizing these challenges is the first step of a long journey. In this session, I'm introducing proven steps toward being successful with Search, as well as common mistakes which you can avoid if you're well prepared.
5. 1 – Get Ready: The Business Process
More than a single IT
Project
Like Gardening
Continuous effort Business Process
Search
6. 1 – Get Ready: The Business Process
Planning
ImplementationAnalysis
7. 2 – Plan - Search is Unique and Special
Culture
• Organization
(size,
geography,
industry, etc.)
• Politics
• Products
and/or
services
• Leadership
• Adoption
Content
• Type
• Lifecycle
• Categories,
classes
• Storages
• Creators &
Contributors
• Consumers
• Use Cases
Challenges
• Business
• Processes
• IT
• Politics
• Requirements
• Priorities
Capabilities
• Organization
• Business Units
• Stakeholders
• End Users
• IT
• Vendors &
Contractors
Confines
• Rules
• Restrictions
http://SearchExplained.com/The-Five-Cs-of-Enterprise-Search/
8. 3 – Enterprise Search Team
Internal
• Business Sponsor(s)
• Stakeholders
• Project Management
• IT
• Search Admins
• Developers
• …
External
• Consultants
• Service Providers
• Product Vendors
• Developers
• …
“Liaison”
• Represents both
parties
• Have wide Search
Experience and
Knowledge
• Understands the
Business
• Well Organized
• Quality Management
• “Active Insurance”
9. 4 - Define your requirements
Some common Search Dreams
(NOT requirements):
• ‘I want Google-like Search in
my Enterprise’
• ‘I want it just work.’
• ‘I want to be able to find
everything.’
10. 4 - Define your requirements
Business
goals
Users
Scenarios
& use cases
Application
Lifecycle
Systems to
integrate
User
Experience
Metrics Milestones
Resources Experts
11. 5 – Prioritize
Having a flat list of
100+ HIGH PRIORITY requirements
is not a good idea
(but real world story…)
18. 10 – Search Quality
What
Metrics?
Who?How often?
What to do
with the
results?
19. Action Plan
Get Ready
Plan
Search Team
Define your
requirements
Prioritize
Content
Inventory
Metadata
Inventory
Permissions
User Experience
Search Quality
Regardless of your role, this session is about how to find the content and how to make it easy to find.
“An average person today processes more information in a single day
than a person in the 1500’s did in an entire lifetime.”
+ Maintenance
+ Administration
Iterations
Agile
Start in Small, roll out to big
CULTURE – Business Context
CONTENT – Content, Users, Context
CHALLENGES
Global pharma company – developing Enterprise Search Strategy
Legal company – hundreds of lawyers, main challenge: searching for precedents
Global manufacturing company – no Search Strategy. “Trial and error”. Still evolving.
CAPABILITIES – Advantages vs. disadvantages
Global manufacturing company: no Search Strategy BUT very good collaboration culture.
KM culture
Capability to quickly react to economic challenges
CONFINES – Boundaries and restrictions to keep the organization & business & employees safe.
VPN access
Access to content
Manufacturing company: no entry to the research workshop area.
Get committed - Stay committed
Motivation
Key roles
These are NOT requirements. These are dreams.
‘I want Google-like Search in my Enterprise’
‘I want it just work.’
‘I want to be able to find everything.’
These are NOT requirements. These are dreams.
Content Source Inventory
Metadata Everywhere
Metadata Inventory:
Common metadata (title, author, etc.)
Custom metadata for each content type
Content audit
Stakeholders & Key users
Existing metadata and needed metadata
Manual
Auto-tagging
What I cannot access – I cannot find
What I can access – I can find
Search is NOT a security leak but can surface the permission problems.
Quality of Content / Information Architecture!!!
Quality of Results
Relevance of Results
Quality of User Experience
Supportability and Maintainability