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Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
Beyond simple search – adding business value in the enterprise
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Beyond simple search – adding business value in the enterprise

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Presented by Kathy Phillips, Enterprise Search Services Manager/VP, Wells Fargo & Co. …

Presented by Kathy Phillips, Enterprise Search Services Manager/VP, Wells Fargo & Co.
& Tom Lutmer, eBusiness Systems Consultant, Enterprise Search Services team, Wells Fargo & Co.

What is enterprise search? Is it a single search box that spans all enterprise resources or is it much more than that? Explore how enterprise search applications can move beyond simple keyword search to add unique business value. Attendees will learn about the benefits and challenges to different types of search applications such as site search, interactive search, search as business intelligence, and niche search applications. Join the discussion about the possibilities and future direction of new business applications within the enterprise.

Published in: Education, Technology
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  • 1. Beyond Simple Search – Adding Business Value in the EnterpriseKathlina (Kathy) M. PhillipsVice President, Technology Manager Enterprise Search Services (ESS)Tom LutmereBusiness Systems Consultant, Enterprise Search Services (ESS)
  • 2. Beyond Simple SearchAdding Business Value in the EnterpriseKathlina (Kathy) PhillipsVice President, Technology Manager Enterprise Search Services (ESS)Tom LutmereBusiness Systems Consultant, Enterprise Search Services (ESS)Lucene RevolutionMay 2, 2013© 2011 Wells Fargo Bank, N.A. All rights reserved. Internal use.
  • 3. Agenda Who are We? What Do We Do? Search Architecture Beyond Simple Search Search Applications – Value & Techniques Look to the Future Q & A2
  • 4. Our Intranet – Served by ESS265,000 team members(potential users – all time zones)Enterprise Search Services (ESS)2+ million unstructured docs20+ million structured content1300+ domains10,000+ websitesSharePointOpenTextDocumentumWebsphere, Cold FusionBlogs, Wikis, Social Spaces.NET, ASP, PHP, JSP, etc..2+ million queries/month
  • 5. Search Business Value for Wells FargoEnterprise ScopedSearchSiteSpecificSiteSpecificSiteSpecificSiteSpecificCustomerImpactCustomerImpactBusinessAnalysisBusinessIntelligenceEnterprise: Time savings and efficiency Reduce rework and duplication Timely and updated communications Collaboration and knowledge sharingSite Specific: Timely access to notifications, forms,group communications Knowledge base applicationsCustomer Impact: Customer support Timely access to notifications,forms, processes, procedures Knowledge base applicationsBusiness Analysis: Deeper level analysis Results only relevant incontext of application Structured and unstructuredcontentBusiness Intelligence: Connects relationship of data Results only relevant in context of application Structured and unstructured contentWells Fargo Intranet
  • 6. Enterprise Search Web Services (JSON, XML, HTML)Internal Service – able to switch to results from different search engines (not dependenton any one search solution)Best Bets / Autocomplete Admin Interface/MetricsView /Query ServerManagementSearch ArchitectureFAST Web CrawlDatabaseConnectorsLucidWorks (Lucene/Solr) SearchHosted Search AppsCustomSearch AppsIntranet WebsitesSearch Apps using WebService XMLSearch Apps using WebService JsonOpenTextConnectorEnterprise Search Web ServicesFAST ESP Search Optional Other SearchLucidWorksConnectorsOther CustomConnectors
  • 7. Search Services Admin InterfaceAutocomplete and Best Bets Management
  • 8. Search Services Admin InterfaceQuery Management
  • 9. Search Services Admin InterfaceView Management Query Manager NameView Manager Name
  • 10. Enterprise Scope ApplicationsEnterprise Scope - Typical keyword intranet search; access, find, retrieve information across avariety of web sitesChallenges: Crawling, Access, Noise in Results, Poor/Inconsistent Quality ContentTechniques: Removal of content, Scripting to improve quality/normalize, Metrics to verifydepth/scope, autocomplete, social feedback (click through, best bets, tagging)CrawlerRecreate HTML forSingle Sign-on PagesSharePointConnectorFull CrawlSpecific Sites2 Hop CrawlAll “Published” SitesScriptingFor Meta DataScriptingFor Meta DataScriptingFor Meta DataIndexExample Crawl Configuration for One Enterprise Scope App
  • 11. Internet vs. intranet search results10Internet:Paying CustomersIntranet:Co-workers Higher quality content intop results Tuned results by workingdirectly with search solution(paid for tuning) Mostly HTML/web pages Searches usually tunedfor mass appeal (popularsearches) Lower quality contentoverall Quality of content varieswidely Larger variety of contenttypes Searches vary betweenpopular mass appeal andmany very specific tocurrent task
  • 12. Crawling ChallengesHigh Quality Contentwith Good MetadataWebCrawlerLow Quality Content withBad/Poor MetadataMissing Body Content– JavaScript Built orBrowser DependentDuplicates – Domain Name,Dynamic Scripts, PublishedMultiple Times,Upper/LowercaseCrawl Rates, Depth, LinkFollowing MethodsAuthentication –Custom, Incorrect,Single Sign-onProxies, Firewalls,Robots
  • 13. Post Processing and ScriptingScriptingMetadata AugmentationTransformationTables/MatchingText ExtractionRules / RegexCode / Logic (Complex/Unique)Content RemovalMerge/Copy MetadataScriptPreprocessorUpdateControllerIndexDataSourceScript File (*.js) Update HandlerDo Not Index
  • 14. Site Specific – Self ServiceCopy code to include on their siteSite Specific:Keywordintranet searchfor a smallerscoped set ofcontent orsingle websiteTechnique:Self Service
  • 15. Example Site Specific
  • 16. Customer Impact ApplicationsCustomer Impact – Keyword intranet search with interactivity around a specificbusiness function• Customer support• Timely access to notifications, forms, group communications• Knowledge base applicationsChallenges & Techniques:Security and Performance; Custom User Interfaces and MetadataContent & ACLsDatabase with ACLmappingContent AcquisitionEnterprise Search Web ServiceWebsitesQuery/IndexContent – no ACLsSecurity atWebsite: allor nothingAuthentication& Match ACL atQueryLock directaccess toSolr or otherUser GroupACL CachingContent may/maynot include ACLs atacquisition timeSecurity Architecture
  • 17. Business Analysis ApplicationsBusiness Analysis – specialty search solutions for deeper level analysisSearch AppPhonetic Libraries(Apache Codec)Content Index(Lucene)Thesaurus Index(Lucene)Web AppResultsBusinesses with MN orMinnesota will showupResults match MNor Minnesota
  • 18. Business Intelligence ApplicationsBusiness Intelligence:search across structuredand unstructured datasources for discovery andreportingOnce search results arereturned these sliderscan be used to filter tospecific results.• Companies with FICO>750 and• Gross annual sales >$2 million• In Scottsdale
  • 19. Where are We Headed?TO DO: Social tags Best Bets Integrating Click Through Metrics, metrics, metrics Clustering Semantics Big Data18Trending: Enterprise Search – “gateway” tosearch apps Site Search/Embedded search –Value Add Rising Business Intelligence – ValueAdd Rising Quality Audits & Metrics to showvalue Social/Logs/Feedback forrelevancy & personalization New User Interfaces – mobile,interactive, embedded
  • 20. Questions?
  • 21. Thank you!
  • 22. Kathlina (Kathy) M. PhillipsTom Lutmer

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