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Leveraging Enterprise Search for Business Intelligence and Content Management
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Leveraging Enterprise Search for Business Intelligence and Content Management


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Information Needs Drive Business Processes …

Information Needs Drive Business Processes
Why do companies invest in Search Technology?
Search Engine Overview (objective, types, how they works)
Enterprise Search vs Web Search
Business Information Problem and Challenges
Enterprise Search Engine (features, types, how they works, logical architecture)
Implementation of a Search Strategy
Different levels of the Search Service
Enhancing Enterprise Application by integrating with Enterprise Search
Taxonomy, Faceted Search / Guided Navigation, Ranking and Relevancy
Various Enterprise Search Technologies in market
Introduction to Endeca (what is Endeca, why Endeca, technical overview)
Enterprise Search Solutions in the Manufacturing Supply Chain
Warranty Traceability & Insight
Search Engine Optimisation & Search Engine Marketing
Conclusion & Summary

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  • 1. 1 Mohan Bang Content Delivery System
  • 2. 2 Mohan Bang Agenda: Enterprise Search – Content Delivery System • Information Needs Drive Business Processes • Why do companies invest in Search Technology? • Search Engine Overview (objective, types, how they works) • Enterprise Search vs Web Search • Business Information Problem and Challenges • Enterprise Search Engine (features, types, how they works, logical architecture) • Implementation of a Search Strategy • Different levels of the Search Service • Enhancing Enterprise Application by integrating with Enterprise Search • Taxonomy, Faceted Search / Guided Navigation, Ranking and Relevancy • Various Enterprise Search Technologies in market • Enterprise Search Solutions in the Manufacturing Supply Chain • Search Engine Optimisation & Search Engine Marketing • Conclusion & Summary
  • 3. 3 Mohan Bang Information Needs Drive Business Processes Find information needed to complete business tasks Improve problem resolution capabilities for contact center Find products you want to purchase more easily
  • 4. 4 Mohan Bang Why do companies invest in Search Technology? Business Benefit Value of Search Increase Productivity Enable employees to more quickly find information needed to complete their business activities Decrease Costs Empower customers and partners to support themselves and perform their own research Increase Revenues Ensure customers can easily find products and services, driving higher sales and increasing customer retention Enterprise Search – is critical to Organizational Success
  • 5. 5 Mohan Bang • End users should be able to find the information (provides information on-demand) • Initiate more business through the application / web • User-friendly interface • Advertising Programs  Strong management of quality and quantity of information  Interface matching with expectations of all users  From Google like to Expert search  A search that is contextual to the company, the location and the business  A search that is versatile (synonymous, cleansing, navigation…)  Response time accepted and ensured  Functional upgradeability (related links…) and technical scalability  A quality roadmap (reporting and monitoring leading to actions) Objective of Search Engine
  • 6. 6 Mohan Bang Web search (limited to public documents on the web) is generic search. One size fits all. Features serve the technology to better enable it to serve the masses. Search technology has to work for the broadest document set, those billions plus pages Important to note: The Page Rank algorithm is a pre-query calculation. It is a value that is assigned as a result of the search engine’s indexing of the entire Web and the associated value has no relationship to the user’s information need. Desktop Search (limited to private documents on the local machine) Enterprise Search (no limitations on document type and location) is fundamentally about Information Access – delivering the right information, on demand, in the right context and at the right time, helping knowledge workers solve business problems and giving customers the information they need to take action. In today’s Internet world, search is the primary mechanism for information access – but information access goes beyond search for example in insightful solutions, where search is joined by mining and BI interfaces in a suite of technologies for delivering breakthrough business insight. Three key challenges in effective information reuse and information management. • Information Workers cannot find the desired information. Finding the information is challenging. • Some systems, such as Document Management Systems require that Information Workers classify information. That does not happen! • These systems also require metadata model such as taxonomies. Unfortunately metadata in these solutions are unmanageable! Types of Search Engine
  • 7. 7 Mohan Bang Search Engines: – Web spiders look for links, take web pages content and create/build a list of key search words that enable online users to find the pages they are looking for and notes where they were found. – Index built on own system of weighting (Ranking involves comparison of your web pages to others and looks for keywords. After this comparison, they are ranked). – Web spiders encode data to save space, compressing the information. Data is then stored for users to access. – Web Spiders cannot get into Flash / JavaScript / CSS and so a website needs web spider friendly pages. Flash / JavaScript / CSS should be in separate file. Web Spiders only get into HTML/XHTML. Overview on Components of an Search Engine / Enterprise Search System A search engine operates, in the following order:  Collecting Data / Web crawling  Analyzing Data  Indexing Data  Searching Data How Search Engine works?
  • 8. 8 Mohan Bang Enterprise Search vs Web Search Web Search Enterprise Search Search corpus Every public webpage – the whole internet Public documents in the enterprise, departmental docs, plus local docs (My Documents) Context Generic : Shopping or seeking news and information Company-specific: Executing a role in a business process Taxonomies / categories Generic – Open Directory Project, Wikipedia, News, etc. Domain Specific (customers, organization, products, technologies, processes) Info Security Information is public Information is secure with role-based access controls Search algorithms Keyword and Link-based (Page Rank) Keyword and tag-based Perfect result Most popular content Highest quality content More Differences • Publishers want their content to be found • Publishing model = “anyone, anywhere, any time” • Unlimited document set • No real standards or code, more like guidelines • No central authority • Spam • Commercialization • Has to work the same for everyone worldwide • Publishers do not think about document discoverability • Controlled corpus of documents • Standards and practices in place • No spam • Users and authors generally share contextual understanding • Customized tagging or metadata • Can customize search technology to enterprise themes and concepts
  • 9. 9 Mohan Bang Business Information Problem What are the difficulties? • Storage: increasing • Access: faster • Business Data complexity: more – for example: Catalog Management System • Information Quantity: increasing exponentially Why the users would stop using your search ? • Bad representation of the results • Interface not user-friendly • Response time • Not exhaustive The lost users are extremely hard to get back !
  • 10. 10 Mohan Bang Challenges • Performance and scalability • Rich functions and features • Manageability • Flexibility • Easy maintenance • Quick issue and problem solving • Reduce total cost of ownership Finding the information needed was difficult and time consuming. Consumer Web has raised expectations for Enterprise Search Why did we require Enterprise Search?
  • 11. 11 Mohan Bang “Enterprise Search offers a solution for searching, finding and presenting enterprise related information in the larger sense of the word” Enterprise Search is the practice of identifying and enabling specific content across the enterprise to be indexed, searched and displayed to users • All about finding: rich navigation; focus on quick find • Small targeted audience • Specialized and customized screens (use of taxonomies and classifications) • Use of identity (results customized to user) • Grouping: field collapsing, faceted search and clustering What is Enterprise Search?
  • 12. 12 Mohan Bang Information Sources and Types - Wide range of sources: local and remote file systems, content repositories, e-mail, databases, internet, intranet and extranet - Type not limited: any type ranging from structured to unstructured data, text and binary formats and compound formats (zip) Usage - Not limited to interactive use: automated business processes Security - Integrations with enterprise security infrastructure User Interaction and personalization - Identity enables more personalized search results Ranking - More control over ranking: personalized ranking (group) Features: Enterprise Search
  • 13. 13 Mohan Bang Data extraction and derivation - Extract data using various techniques: Xpath, Xquery - Derive data: using external knowledge models: RDBMS, Web Services - Conditional extraction and derivation Managing and monitoring - On-the-fly management - Real time monitoring User Interfaces Features: Enterprise Search
  • 14. 14 Mohan Bang A Wide Array of Search Needs The Enterprise Search Market (Information Access) Types of Enterprise Search:Types of Enterprise Search: Component Infrastructure Experience-DrivenSimple Utility Insightful Basic, Unsecured Web Site Or Departmental File System Search Component Search Engine Or Libraries Scalable, Secure Enterprise Search With Broad Reach To Many Content Sources Tunable, Business Controlled Search With Application- specific Interfaces, And Reporting Search That Understands Semantics, Can Answer Questions Directly, And Can Pull Different Pieces Of Data Together Into Meaningful Analyses. OEM  Simple site search  SMB/basic intranet  Secure intranet search  Integration of enterprise content  Intranet portals  Platform for search applications Self Service e-Commerce Contact Centers  Customer Care & Customer Insight  Quality Early Warning  Public Image Monitoring  Compliance & Legal Discovery  BI for the Masses
  • 15. 15 Mohan Bang
  • 16. 16 Mohan Bang Logical Architecture: Enterprise Search Solution Enterprise Search - Technology Stack ContentIndexing QueryProces
  • 17. 17 Mohan Bang Enterprise Search – Collection Process
  • 18. 18 Mohan Bang Enterprise Search – Collection Process
  • 19. 19 Mohan Bang Enterprise Search – Collection Process
  • 20. 20 Mohan Bang Enterprise Search – Collection Process
  • 21. 21 Mohan Bang Enterprise Search – Collection Process
  • 22. 22 Mohan Bang Enterprise Search – Publication Process
  • 23. 23 Mohan Bang Enterprise Search – Publication Process
  • 24. 24 Mohan Bang Enterprise Search – Publication Process
  • 25. 25 Mohan Bang Enterprise Search – Publication Process
  • 26. 26 Mohan Bang Enterprise Search – Publication Process
  • 27. 27 Mohan Bang Enterprise Search – Publication Process
  • 28. 28 Mohan Bang Analysis What is the status of my information repository ? Quality Audit, sizing, volumes, dispersion, number of sources, variation, evolution.. What is the expectation of my business users ? Architecture What are the key functions ? What is the evolution path ? What will be the enterprise search engine ? What will be the interface tool(s) ? What is the sizing ? Phased implementation Scalability, Function Evolution.. Quality process Usage Monitoring > Tuning of the search service + actions on information management The implementation of a search strategy
  • 29. 29 Mohan Bang Search criteria • Google like : full text • Synonyms, business dictionaries • Source filtering • Metadata (classification, filters, facet's) > depend on the produced information • Taxonomy, … Results • list ordered by relevancy • list with quick view • contextual filters • faceted navigation The different levels of the search service
  • 30. 30 Mohan Bang • One can perform Google-like search that scan your entire enterprise data in no time. • Searching as easy as the web with Enterprise Application you quickly locate the information you need. The Enterprise Application allows you to perform Google-like search by simply typing in the search bar: For example, if you key in a customer name, the Enterprise Application will presents a list of objects which contain the name you have typed. • The list is sorted by relevance. Categorize the search result to get a better overview of the objects that are related to the search criteria. • Controlled access security is built in and ensures that only those with the appropriate authority can view protected information. • Find what you need—quickly: The advanced search options in Enterprise Applications means you spend a lot less time searching and a lot more time doing. Enhancing Enterprise Application by integrating with Enterprise Search
  • 31. 31 Mohan Bang A taxonomy is a hierarchical topic structure to which information can be assigned through the dual processes of classification (filing to a location) and categorisation (tagging with relevant metadata). A taxonomy provides browsable navigation and supports filtered searching Taxonomy
  • 32. 32 Mohan Bang Faceted search lets users refine or navigate a collection of information by using a number of discrete attributes – the so-called facets. Faceted Search / Guided Navigation Chevrolet is a facet, a way of categorizing the results Corvette, Camaro, Chevelle are constraints, or facet values The breadcrumb trail shows what constraints have already been applied. Search Result List The facet count or constraint count shows how many results match each value
  • 33. 33 Mohan Bang Ranking A Ranking allows you to control the order in which results are returned. For example, one approach is to rank more relevant results by the number of keywords in a query that match in a record. Records with a higher number of matching keywords display before records with a lower number of matching search keywords.
  • 34. 34 Mohan Bang Auto-Correct / Spell Check Example of Auto-Correct / Spell Check
  • 35. 35 Mohan Bang List ordered by relevancy Example of List ordered by relevancy
  • 36. 36 Mohan Bang Old Model Problem – Performance, Expert Search, Business Data Complexity, Infrastructure / Server Issue
  • 37. 37 Mohan Bang Various Enterprise Search Technologies in market • FAST Enterprise Search Platform, Microsoft Office SharePoint Server by Microsoft (acquires FAST) • Google Search Appliance by Google • Lucene/Solr by Apache • Autonomy by Autonomy Corp. (acquires Ultraseek, Verity) • OmniFind by IBM • Endeca by Endeca Technologies, Inc.
  • 38. 38 Mohan Bang New Model - Why Enterprise Search? Scalable Performance
  • 39. 39 Mohan Bang Enabling Information Visibility to Critical Business Processes in the Manufacturing Supply Chain With Historic data and Enterprise search, one can do sales forecast
  • 40. 40 Mohan Bang Enterprise Search Solutions in the Manufacturing Supply Chain
  • 41. 41 Mohan Bang Conclusion & Summary It helps you find your stuff… • A tool to help your business users find what they are looking for • Allows for indexing, searching, displaying of business data from dedicated / distributed sources with little or no code • Designed for Read-only access. Also Inserts/Updates/Deletes are possible but there are limitations and it is not a replacement for a Data access layer  Powerful Full-Text Search  High performance, scalable, availability  Faceted Search  Data caching  User Friendly Administration Interface  Search Relevancy and Filters  Industry standard platforms  Multi-language support  Very fast access to information  Dynamic Ranking
  • 42. 42 Mohan Bang Get Traffic, Get Customers • Search Engine Optimisation (SEO) • Search Engine Marketing (SEM) • Online advertising – Search engines like Google (organic search results) – Search engine Advertising (paid-for search results) Paid SearchPaid Search ResultsResults (sponsored)(sponsored) OrganicOrganic SearchSearch ResultsResults (natural)(natural)
  • 43. 43 Mohan Bang Search engine optimisation (SEO) is the process of improving the volume or quality of traffic to a web site from search engines via "natural" or un-paid ("organic" or "algorithmic") search results as opposed to search engine marketing (SEM) which deals with paid inclusion links or pay-per click advertisements. Search Engine Optimisation (SEO) involves the process of altering or “optimising” a website so that it does well in the organic, crawler-based listings of search engines. • Is the process of optimising your website so that it will be found easier by search engines like Google. • Aims to achieve higher “organic” search engine results • Involves some technical optimisation but mostly content Search Engine Marketing (SEM) is the process of marketing a website via search engines, both organic listings, paid listings or both. • SEO and SEM are interlinked. • Goal: high ranking of website pages in search engines. • SEO takes time.
  • 44. 44 Mohan Bang
  • 45. 45 Mohan Bang SEO Fundamentals • Long Tail SEO Strategy • Keywords - High-impact search terms used regularly by prospects trying to find your products and services • Use of Long-tail keywords even more important • With many pages, you have the opportunity to target more specific keywords on deeper internal pages Ex: Not ‘laptop’ but ‘small black laptop’
  • 46. 46 Mohan Bang Thing That Matter in SEO • Keyword Research • Theme of the Site • Crawl ability/Ease of Link ability • Depth of Site • Duplicate Content (block, redirect or canonical) • Page Load Time • Social Media (Facebook + Twitter Aren’t Enough) • Measure, Fine Tune, and Adjust Accordingly • Rewrite Dynamic URL – User Friendly URL • Build sitemap Implementation Tracking Analysis
  • 47. 47 Mohan Bang Using Site Structure to Help SEO • Cascading Style Sheets • Proper Use of “H” Tags • Content in Div Tags • Navigation Techniques • On-Site Blog • Footers Optimising Website Pages Search-friendly  domain names  page titles  meta keywords and descriptions  body text  website
  • 48. 48 Mohan Bang Conclusion & Summary
  • 49. 49 Mohan Bang