Create Great Search Experiences with SharePoint 2013 Webinar

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In this presentation, Perficient covers the key components of designing and delivering optimal search experiences using Microsoft’s SharePoint 2013 platform including:

1. Developing a core understanding of the user
2. Determining appropriate search parameters
3. Implementing advanced filtering
4. Displaying and sorting results effectively
5. Leveraging technology to deliver on the desired user experience

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  • Enterprise PortalsBusiness IntelligenceInteractive Design
  • Brian will speak first.
  • Google, which has trained us to show up, type what we want, and hit the search button.Search has become a core navigation method
  • So whose your quarterback?
  • Google, which has trained us to show up, type what we want, and hit the search button.Search has become a core navigation method
  • Domain: Do they know the subject, terminology, etc…
  • Search Experience: Advanced or Basic
  • Cognitive Style: Global (broad level of understanding) or Analytical (deep dive into a single topic)
  • Goal Type: Navigational, Informational, or Transactional
  • Do they now what they are looking for or have just a loose concept
  • Situational: Stress, time, environment
  • Reduces Typing and Typing ErrorsProvides recommendations for additional search terms
  • The purpose of auto-complete is to resolve a partial query, i.e., to search within a controlled vocabulary for items matching a given character string.The purpose of auto-suggest is to search a virtually unbounded list for related keywords and phrases, which may or may not match the precise query string.Auto-suggest goes beyond simple string matching and throws new ideas into the mix.Can help user construct a more useful query than they would have thought of on their own.
  • If the user selects one of these, it bypasses the search results page entirely and takes me directly to a product-specific landing page. Rather than suggesting alternative queries, the search box provides instant results in the form of a set of matching “best bets” for products and resources:
  • The purpose of auto-complete is to resolve a partial query, i.e., to search within a controlled vocabulary for items matching a given character string.The purpose of auto-suggest is to search a virtually unbounded list for related keywords and phrases, which may or may not match the precise query string.Auto-suggest goes beyond simple string matching and throws new ideas into the mix.Can help user construct a more useful query than they would have thought of on their own.
  • Imagine having a search result set with many 20+ MB PowerPoint documents. Instead of opening each one you can click through the thumbnails now to see if it contains the right content before downloading the whole document.
  • Interpretation of Keyword typesUnderstanding in the customer’s wordsIf you can understand a user intentions, you can anticipate their needs
  • Search is personalized to each user. For example, results that the user previously clicked appear in query suggestions and are promoted in the result ranking, so that the user can find documents more quickly.In addition to the default manner in which search results are differentiated, site collection administrators and site owners can create and use result types to customize how results are displayed for important documents. A result type is a rule that identifies a type of result and a way to display it.
  • Between Brian’s section and Matt’s section.
  • Next webinar is scheduled for December 5th and will feature a client case study with a “real world” implementation of SharePoint 2013 for a new website.
  • Create Great Search Experiences with SharePoint 2013 Webinar

    1. 1. Create Great Search Experiences with SharePoint 2013 October 17, 2012
    2. 2. About PerficientPerficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty andcreate a more agile enterprise to better respond to new business opportunities.
    3. 3. Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2011 Revenue of $260 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 2,000+ colleagues Dedicated solution practices 87% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 3
    4. 4. Our Solutions Expertise & ServicesBusiness-Driven Solutions Perficient Services• Enterprise Portals  End-to-End Solution Delivery• SOA and Business Process Mgmt  IT Strategic Consulting• Business Intelligence  IT Architecture Planning• User-Centered Custom Applications  Business Process & Workflow Consulting• Interactive Design  Usability and UI Consulting• CRM Solutions  Custom Application Development• Enterprise Performance Management  Offshore Development• Customer Self-Service  Package Selection, Implementation and• eCommerce & Product Information Management Integration• Enterprise Content Management  Architecture & Application Migrations• Enterprise Resource Planning  Education• Management Consulting  Interactive Design• Industry-Specific Solutions• Mobile Technology Perficient brings deep solutions expertise and offers a• Security Assessments complete set of flexible services to help clients implement business-driven IT solutions
    5. 5. Our SharePoint Expertise is #1SharePoint is HOT!Perficient is one of the strongest, largest, most trusted SharePoint partners in theUnited States. 400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and Yammer 5
    6. 6. Experience Design PracticeOur Experience Design TeamDrives Customer Engagement• We combine proven user research methods along with cutting edge design and implementation techniques to create holistic experiences.• We are a team of World-renowned UX speakers, human factors professionals and user-centered design specialists.• Award-winning results featured in publications such as Discovery Magazine and Christian Science Monitor. Selected for Yahoo! Picks.• We’ve conducted 100’s of usability studies with 1000’s of participants. 6
    7. 7. Our SpeakersBrian Flanagan, Director, Experience DesignBrian has 16 years of experience in creative design and has creativeoversight of Perficient’s user experience design team. As the team’score technology innovator, Brian keeps Perficient on the cutting edgeof new design strategies that consistently exceed client expectations.Matt Morse, Director, SharePointMatt has more than 15 years of experience working with clients todefine and execute on strategies for collaborating and communicatingmore effectively by using Microsoft technologies. Matt is a MicrosoftCertified Professional Developer and a Microsoft Certified TechnologySpecialist in SharePoint Server 2010 and Microsoft Office SharePointServer 2007. 7
    8. 8. What will we cover? Search Factors SearchAbout Us to Consider Playbook Search in SharePoint 2013 Microsoft What’s Q&ASearch Recap Next? 8
    9. 9. The User Experienceof Search 9
    10. 10. “The quarterback is theLEAST important player onthe team. His job is to getthe ball to someone elseand get out of the way.” - Woody Hayes 10
    11. 11. A good search experience quicklyguides users to the right content so that they can complete their task. 11
    12. 12. 12
    13. 13. The Search Process 13
    14. 14. DomainExpertise 14
    15. 15. SearchExperience 15
    16. 16. Cognitive Style 16
    17. 17. Goal Type 17
    18. 18. Mode of Seeking 18
    19. 19. CurrentSituation 19
    20. 20. The Search Playbook
    21. 21. Speed01: Make It Fast 21
    22. 22. Auto Complete 22
    23. 23. Auto Suggest 23
    24. 24. Best Bets 24
    25. 25. Instant Results 25
    26. 26. Content Previews 26
    27. 27. 02: Make It Relevant Speed 27
    28. 28. Intent 28
    29. 29. Filtering 29
    30. 30. Context 30
    31. 31. Geo-Location 31
    32. 32. 03: Make It Mine 32
    33. 33. Search History 33
    34. 34. Connections 34
    35. 35. 35
    36. 36. 36
    37. 37. Where We’ve Been2008 2010 2012
    38. 38. Auto Complete Speed Best Bets Content Previews01: Make It Fast 38
    39. 39. Auto
    40. 40. Best Bets
    41. 41. ResultBlocksPublishing
    42. 42. ResultBlocksPublishing
    43. 43. Result Type
    44. 44. Result Type
    45. 45. Result Type
    46. 46. 02: Make It Relevant Speed Intent Filtering 58
    47. 47. Term Sets
    48. 48. Refinement
    49. 49. 03: Make It Mine 64
    50. 50. Intentionalexperiencedesign + capable technology In Conclusion platform =GREAT SEARCH SOLUTIONS
    51. 51. Connect with PerficientMobility Matters: WhyJones Lang LaSalle IsUsing SharePoint 2013 for http://slidesha.re/RmJln5Their New Website perficient.com/rockstar Visit us at Booth 904!http://bit.ly/SV4vVf blogs.perficient.com/microsoft
    52. 52. Contact Us Thank You! Brian Flanaganbrian.flanagan@perficient.com Matt Morse matt.morse@perficient.com 67

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