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Organizational Readiness for an Enterprise Taxonomy

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Organizational Readiness for an Enterprise Taxonomy

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Enterprise taxonomies cross organizational, system, and distribution boundaries. Crossing these boundaries presents real challenges to the taxonomist. Any omni-channel strategy or comprehensive portal project will need to address these challenges. Unfortunately, creating and managing the taxonomy itself is usually the least of the problems. Resourcing, organizational alignment, internal politics, and technology all impact the success of a taxonomy project. Identifying the risks and the organizational readiness for a taxonomy project can be a huge factor in the project success. Using real-world examples, this presentation highlights the types of problems that can torpedo a project and provides remedies that companies have used to make the taxonomy project (or more specifically, the omni-channel experience or intranet project) successful.

Enterprise taxonomies cross organizational, system, and distribution boundaries. Crossing these boundaries presents real challenges to the taxonomist. Any omni-channel strategy or comprehensive portal project will need to address these challenges. Unfortunately, creating and managing the taxonomy itself is usually the least of the problems. Resourcing, organizational alignment, internal politics, and technology all impact the success of a taxonomy project. Identifying the risks and the organizational readiness for a taxonomy project can be a huge factor in the project success. Using real-world examples, this presentation highlights the types of problems that can torpedo a project and provides remedies that companies have used to make the taxonomy project (or more specifically, the omni-channel experience or intranet project) successful.

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Organizational Readiness for an Enterprise Taxonomy

  1. 1. Organizational Alignment and Taxonomy Development Gary Carlson @gc_taxonomy, @taxobc 4 November, 2014 factorfirm.com
  2. 2. factor? • Factor specializes enterprise-scale information and experience challenges. • We have outside perspective that helps you gain the insight necessary to break through organizational barriers. • Our evidence-base approach allows us to truly understand what will drive your success -and help you get there. • Our approach is to understand your business from the perspective of both your customers and your staff. • You need a clear vision of success – we ensure all your efforts are validated by research and focused on results.
  3. 3. Gary Carlson PRINCIPAL Bringing over 20 years of experience as a taxonomist, consultant, and information strategist to every project, Gary’s current focus is helping companies develop their information infrastructure to deliver business success and satisfy customer goals.
  4. 4. So, you want taxonomy to help you… • Increase the number of customers who are finding and purchasing your products and services • Connect content, publishing, and data systems to optimize the customer experience and your business processes • Provide information your customers truly value, across your channels, in a way they can use really use • Understand and implement the most efficient internal processes for your business • Increase overall staff satisfaction and reduce points of frustration or inefficiency
  5. 5. What’s getting in your way? • Quickly expanding online and mobile requirements -new technologies & omni-channel publishing • People and workflows are not focused on taxonomies • Customer expectations, needs, and goals are changing and also poorly understood • Outdated systems that cannot be replaced or upgraded without impacting everything else • Lack of tools to effectively model and manage taxonomies • Conflicting goals across business units • Lack of clarity from the executive level regarding direction
  6. 6. Why this is hard • Improving system-wide processes requires coordination across business units • Tradeoffs inherent in organizational alignment, challenge goals and values – resulting in internal disruption • Organizations know they need to shift, but don’t know where to start, or what needs to be done to make further change possible • Market dynamics demand strategic planning for current and future operational needs, yet these directions can change rapidly
  7. 7. Your your people, processes and platforms need to be aligned to support an enterprise taxonomy.
  8. 8. The Issue, is rarely the issue…
  9. 9. What you have What you get Executive Vision Internal Alignment Across Business Units Tools and Technology Understanding of the Business Goals and User Goals People and Expertise Enterprise Taxonomy and Information Infrastructure Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies
  10. 10. People and Expertise are the Foundation First Steps Executive Vision Build taxonomies for discrete tasks Internal Identify existing taxonomies Alignment Across Start designing best Business practices Units Evangelize internally Tools and Technology Build ad hoc alignment across groups Look for allies Understanding of the Business Goals and User Goals People and Expertise Enterprise Taxonomy Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies
  11. 11. Business and User Goals Next Steps Executive Vision Build taxonomies that support larger tasks or workflows Talk about taxonomies Internal Alignment in business terms Across User research and Business analytics Units to design and validate taxonomies Taxonomies are built and (possibly) maintained Tools and Technology Success of taxonomies may be able to be measured Understanding of the Business Goals and User Goals Start to drive system and integration requirements People and Expertise Enterprise Taxonomy Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies
  12. 12. Tool and Technology are in Place Things are getting fun Executive Vision Build taxonomies to support targeted omni-channel experiences Taxonomies are managed in something other than Excel System integrations allow for re-use across systems (maybe) Internal Alignment Across Business Units Tools and Technology Governance Understanding processes of the are Business talked about and put in place (maybe) Goals and User Goals Growing pains as different groups are involved (IT, Marketing, Analytics, Compliance etc) (definitely) People and Expertise Enterprise Taxonomy Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies Project costs increase dramatically as new systems and integrations are identified
  13. 13. Tool and Technology are in Place Things are getting really hard Executive Vision Internal Alignment Across Business Units Build taxonomies to support flexible experiences Tools and Technology Build taxonomies to model organizational processes Omni-channel Understanding experiences of the Business are still difficult but are growing Goals and User Goals Governance processes become essential Project complexity People and increases Expertise dramatically Organizational re-alignment of resources and the orgchart is Enterprise Taxonomy Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies highly likely
  14. 14. Executive Vision and Understanding Executive Vision Internal Alignment Across Business Units With unified direction at the executive level taxonomies and information are treated as core corporate assets and their value Tools and Technology to the organization is understood Systems, tools, Understanding and resources of the Business are in place to manage and utilize Goals and User Goals People and Expertise Enterprise Taxonomy and Information Infrastructure Unified Information and End- User Experiences Robust Modeling and System Integration Well defined and targeted taxonomies Task based taxonomies the taxonomies and information Taxonomy becomes a core competency for many roles Things are still hard.
  15. 15. Where is your organization? Assessing organizational readiness is an essential part of a comprehensive taxonomy roadmap. Understanding where you are today identifies what you can do today. Building the taxonomy is rarely the issue.
  16. 16. design and modeling of information and experiences Questions?!?!?! gary@factorfirm.com http://factorfirm.com @factorfirm

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