Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Taxonomy, Analytics, and Governance

299 views

Published on

Angela Pitts & Mary Little delivered this presentation at the KM Showcase at the Sheraton Tysons Hotel, Tysons, VA on December 1, 2016. The event was hosted by the KM Institute and sponsored by Enterprise Knowledge.

Presentation Overview

Analytics is a critical tool that allows business owners to make fact-based decisions about taxonomies. Taxonomy management involves capturing terms and concepts, analyzing their usefulness, and managing the employment of the concepts and terms within different contexts. Angela and Mary present best practices on design and maintenance of taxonomies, as well as discuss the role of the governance plan. The presentation focuses its discussions around the broad areas of design methodology. Angela and Mary share sustainable methods for maintaining taxonomies and integrating changes into their systems design processes.

What You Will Learn:

• Best practices for taxonomy management

• How to use analytics to drive continuous improvement of the taxonomy

• How to make taxonomy governance plans work in an agile environment.

Published in: Business
  • Be the first to comment

  • Be the first to like this

Taxonomy, Analytics, and Governance

  1. 1. TAXONOMY, ANALYTICS, AND GOVERNANCE PRESENTATION BY: ANGELA PITTS & MARY LITTLE
  2. 2. TABLE OF CONTENTS 1 INTRODUCTION THE TOPIC & PRESENTERS 2 PRESENTATION OVERVIEW 3 GROCERY STORE ANALOGY 4 TAXONOMY DEFINITION & BEST PRACTICES 5 USING ANALYTICS FOR TAXONOMY MAINTENACE 6 AN AGILE APPROACH TO GOVERNANCE 7 CLOSING REMARKS
  3. 3. SPEAKER INTROS ANGELA PITTS Senior Consultant, Knowledge Management • Agile Project Management • Specializing in agile methodology, information architecture, and user experience • Certified Project Management Professional (PMP), Scrum Master (CSM), and Product Owner (CSPO); Master's Degree in Organizational Management • Knowledge Management and Information Technology Project Management • Specializing in taxonomy, content strategy, strategy & design, and user experience • Certified Project Management Professional (PMP); Master’s Degree in Library Science MARY LITTLE Senior Consultant, Agile Transformation @littlemsmary@ahowzep
  4. 4. OVERVIEW  Learn best practices in taxonomy design  Understand how analytics should guide taxonomy design and maintenance  Learn how to take an agile approach to taxonomy governance
  5. 5. You can find everything you’re looking for The environment is designed to accommodate the way you search Your favorite items are available Your final transaction was quick and easy 1 2 3 4 5 6 WHAT CREATES A GREAT GROCERY SHOPPING EXPERIENCE? Items are well organized and the signs are up-to-date You discover things you like, but weren’t necessarily looking for
  6. 6. PART 1: Taxonomy Basics PART 1: TAXONOMY
  7. 7. Taxonomy Basics Usages  Capture terms used to describe concepts  Manage how objects and information can flow through systems  Present items to the end-user  Provide the greatest amount of consistency for assigning metadata to objects so that they can be found and discovered. Definition Taxonomy Controlled vocabularies used to describe or characterize explicit concepts of information, for purposes of capture, management, and presentation.
  8. 8. TAXONOMY APPLICATIONS  Taxonomy for front-end navigation  Taxonomy for back-end management  Taxonomy for product or content management
  9. 9. FINDABILITY THE VALUE TAXONOMIES OFFERS USABILITY Taxonomies enable findability and discoverability for greater usability and end user satisfaction. DISCOVERABILITY
  10. 10. BACKEND VS. FRONT END
  11. 11. TAXONOMY BEST PRACTICES 1. Define and document your purpose 5. Deconstruct your taxonomy 2. Focus on the end-user 6. Leverage existing information 3. Understand the publishing process 8. Plan for the long-term 4. Use the simplest language possible 7. Leverage governance http://enterprise-knowledge.com/taxonomy-design-best-practices/
  12. 12. PART 2: Analytics
  13. 13. HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS CONTENT ANALYSIS TAG DISTRIBUTION EXISTING TAXONOMIES USAGE ANALYTICS Top Down Approaches  Human-driven  Natural language Bottom Up Approaches  Describing the corpus  Interactions with the corpus
  14. 14. CONTENT ANALYSIS TAG DISTRIBUTION COMPARING TAXONOMIES USAGE ANALYTICS EXISTING TAXONOMIES COLLEGIAL/ COMPETITIVE TAXONOMIES Taxonomies that already exist and are in use. Taxonomies that are being used by other similar enterprises. HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS
  15. 15. CONTENT ANALYSIS TAG DISTRIBUTION EXISTING TAXONOMIES USAGE ANALYTICS HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS
  16. 16. CONTENT ANALYSIS TAG DISTRIBUTION EXISTING TAXONOMIES USAGE ANALYTICS What terms are not in your taxonomy? What are your high frequency taxonomy terms? HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS
  17. 17. CONTENT ANALYSIS TAG DISTRIBUTION EXISTING TAXONOMIES USAGE ANALYTICS Are your terms too general or too specific? HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS
  18. 18. CONTENT ANALYSIS TAG DISTRIBUTION EXISTING TAXONOMIES USAGE ANALYTICS 01 Most Frequently Searched Terms Lists the most commonly searched terms. 02 Search Depth Average number of pages a visitor view after performing a search. 03 Bounce Rate Percentage of visitors who navigate away from the site after viewing only one page. 04 Stale Content Lists the content that has not been viewed recently (e.g. in the past year). 05 Search Refinement The number of times a visitor searched and then performed another search. 06 Time After Search How many searches made before reaching a desired page. HYBRID APPROACH TO USING ANALYTICS WORKSHOPS, INTERVIEWS, & FOCUS GROUPS
  19. 19. PART 3: GOVERNANCE
  20. 20. GOVERNANCE Continuous Delivery Everyone is responsible. Build in quality. Computers perform repetitive tasks. People solve problems. 1 2 3 4 5 Relentlessly pursue continuous improvement. Work in small batches. https://continuousdelivery.com/principles/
  21. 21. IN SUMMARY
  22. 22. SUMMARY Taxonomy: Capture terms and concepts, analyze their usefulness, and manage how they’re used in different contexts. An Agile and User-Centric Approach: Design and manage your taxonomies so that they meet user needs. Governance: Establish a process to keep your taxonomies up-to-date. Analytics: Make fact-based decisions about taxonomies.
  23. 23. WE’LL ANSWER QUESTIONS NOW Q A& THANKS FOR LISTENING Q & A SESSION
  24. 24. CONTACT @littlemsmary /mary-little-pmp-280275a @ahowzep /angela-pitts-pmp-9779057 mlittle@enterprise- knowledge.cm apitts@enterprise- knowledge.com www.enterprise-knowledge.com

×