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Enterprise Search Strategy 
Building an Effective Search Strategy your Business 
Joel Oleson 
Director Enterprise Search S...
Meet Joel Oleson… 
Microsoft’s go-to ISV for 
Enterprise Search 
Focused on Search and 
SharePoint since 2004 
Search Indu...
Killer Apps are Search Apps 
Enterprise search projects often fail because they do not meet users’ 
expectations and do no...
Reality for some…
http://blog.epcgroup.net/hybrid-search-sharepoint-server-2013-office-365-integration
Pillars of Search 4 Pillars of Search Strategy 
• Context 
• Content 
• Metadata 
• UX
Pillars of Search 
4 Pillars of Search Strategy 
Context
Who Are You?
Context Matters in the Business 
Marketing Sales Consulting Procurement Production Research IT Support HR / Legal 
Enterpr...
SharePoint Demo: UCDenver - Context 
http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
Pillars of Search 
4 Pillars of Search Strategy 
Content
MYTH: More is better…. 
Why not just index everything? 
so I can be like Google and 
Bing.
How much do they actually index? 
5.6% 1.7% 1% 
Size of the Web 
> 1,000,000,000,000 unique links to pages found Source: G...
Anatomy of a Search: 
Internet search has changed expectations for enterprise search 
Revenue 
$59.8 Billion Dollars in 20...
SharePoint’s Algorithm
What is an Authoritative Source? 
They have learned to only index authoritative sources
Tiered Ranking Strategies 
Level 1: Authoritative Sources 
Intranet, Official Corp, Policies 
Level 2: Published “Polished...
usa.denon.com
Pillars of Search 
4 Pillars of Search Strategy 
Metadata
Classes of Search Users
Why Enterprise Search Projects Fail… 
Rarely able to find relevant data 
• Research shows minimum of 27 characters is need...
Search User Tips 
• Default Search sorted by Relevancy 
• Free Text Queries 
• Word or Multiple words (default will AND wo...
Refinement vs. Exploration 
http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
The New Role of Taxonomy – Noise Reduction 
Eliminate Noise from Queries
http://vimeo.com/105365009
Pillars of Search 
4 Pillars of Search Strategy 
UX
Millikencarpet.com 
• http://www.millikencarpet.com
Mightycampers.co.nz
Marshfieldclinic.org
What you can do! 
Continually analyze, gather feedback and tune your 
search service and index 
• Index and Enrich the RIG...
Questions! 
Joel.Oleson@bainsight.com
Questions! 
Joel.Oleson@bainsight.com
Planning Your Enterprise Search Strategy
Planning Your Enterprise Search Strategy
Planning Your Enterprise Search Strategy
Planning Your Enterprise Search Strategy
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Planning Your Enterprise Search Strategy

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Planning Your Enterprise Search Strategy

  1. 1. Enterprise Search Strategy Building an Effective Search Strategy your Business Joel Oleson Director Enterprise Search Strategy BA Insight @joeloleson http://collabshow.com
  2. 2. Meet Joel Oleson… Microsoft’s go-to ISV for Enterprise Search Focused on Search and SharePoint since 2004 Search Industry Leader About Joel Oleson • Director of Search Strategy, BA Insight • First SharePoint admin • Top social media influencer Passionate About • Search • SharePoint • Search-based applications • Community • Travel Connect @joeloleson CollabShow.com TravelingEpic.com
  3. 3. Killer Apps are Search Apps Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
  4. 4. Reality for some…
  5. 5. http://blog.epcgroup.net/hybrid-search-sharepoint-server-2013-office-365-integration
  6. 6. Pillars of Search 4 Pillars of Search Strategy • Context • Content • Metadata • UX
  7. 7. Pillars of Search 4 Pillars of Search Strategy Context
  8. 8. Who Are You?
  9. 9. Context Matters in the Business Marketing Sales Consulting Procurement Production Research IT Support HR / Legal Enterprise content Users need to find different information depending on their role , location, responsibility and task at hand
  10. 10. SharePoint Demo: UCDenver - Context http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
  11. 11. Pillars of Search 4 Pillars of Search Strategy Content
  12. 12. MYTH: More is better…. Why not just index everything? so I can be like Google and Bing.
  13. 13. How much do they actually index? 5.6% 1.7% 1% Size of the Web > 1,000,000,000,000 unique links to pages found Source: Google Blog
  14. 14. Anatomy of a Search: Internet search has changed expectations for enterprise search Revenue $59.8 Billion Dollars in 2013 Relevancy 3000+ Engineers Tuning Relevancy Tagged 100,000+ keywords managed + SEO Contextual Dynamically driven results
  15. 15. SharePoint’s Algorithm
  16. 16. What is an Authoritative Source? They have learned to only index authoritative sources
  17. 17. Tiered Ranking Strategies Level 1: Authoritative Sources Intranet, Official Corp, Policies Level 2: Published “Polished” Level 3: Work in Progress Social & Collab Sources Level 4: Personal Content – OneDrive + Level 5: Highly Classified Sensitive/Do Not Index Default Search Deep Search 90% of Searches >1% of content 5% of Searches 10% of content 2% of Searches 40% of content >1% of Searches 50% of content
  18. 18. usa.denon.com
  19. 19. Pillars of Search 4 Pillars of Search Strategy Metadata
  20. 20. Classes of Search Users
  21. 21. Why Enterprise Search Projects Fail… Rarely able to find relevant data • Research shows minimum of 27 characters is needed for relevancy in the enterprise • The average search is only 1.2 words Successful enterprise search requires users to be precise with an understanding of how to build intricate search queries. Jakob Nielsen, Prioritizing Web Usability
  22. 22. Search User Tips • Default Search sorted by Relevancy • Free Text Queries • Word or Multiple words (default will AND words) • Phrase (in quotes) • Boolean (CAPS required) • AND, OR, NOT • Wildcard Search (Must be on last word) • search fed* • "micro*" finds documents that contain "Microsoft" or "microchip” • Property Search • Author:"William Zuckermann" • Filetype:xls (Filetype:XLS OR Filetype:XLSX) • Filename: "federated search"
  23. 23. Refinement vs. Exploration http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
  24. 24. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
  25. 25. http://vimeo.com/105365009
  26. 26. Pillars of Search 4 Pillars of Search Strategy UX
  27. 27. Millikencarpet.com • http://www.millikencarpet.com
  28. 28. Mightycampers.co.nz
  29. 29. Marshfieldclinic.org
  30. 30. What you can do! Continually analyze, gather feedback and tune your search service and index • Index and Enrich the RIGHT content • Manage Recommend Results • Create and manage Visual Catalog of important items • Add Promoted Results for Common Queries • Mange Term Store, Managed Metadata for Refinement • Review Search Reports • Eliminate “Junk” from default search experience
  31. 31. Questions! Joel.Oleson@bainsight.com
  32. 32. Questions! Joel.Oleson@bainsight.com

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