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Driving Value with Search

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Driving Value with Search

  1. 1. Driving Value with Search: Working Smart, Not HardMichal PisarekSharePoint MVPFounder Dynamic Owl Consulting Inc
  2. 2. Driving Value with Search Why is search so difficult? Common mistakes and finding value Tips to improve your search
  3. 3. Who am I SharePoint MVP Based in Vancouver, Canada Author of sharepointanalysthq.com SharePoint Analyst: Business Technical Founder of Dynamic Owl Consultingmichalpisarek@sharepointanalysthq.com@michalpisarekmichalpisarek
  4. 4. Why simple does not mean easyWHY IS SEARCH SODIFFICULT?
  5. 5. The Google Effect Fooled people into thinking search requires no effort Users have a very low tolerance for failure Enterprise search is fundamentally different in context
  6. 6. The Google Effect Part 1
  7. 7. The Google Effect Part 2
  8. 8. The Google Effect Part 3
  9. 9. COMMON MISTAKES ANDFINDING VALUE
  10. 10. Custom Search Custom Scopes Refiners Results PagesAdvanced Bets Bets and Content Search Keywords Sources Search Replacement Expansion SetsSuggestions Sets Custom Search Syntax Ranking People Search Training 10Algorithms
  11. 11. Lack of vision for search
  12. 12. FANTASTICO INC SEARCH STRATEGY OUTCOMES MEASURES TARGET STORIES SHAREPOINT SCOPE AND CONFIGURATION 17
  13. 13. OUTCOMES MEASURES TARGET STORIESSHAREPOINT SCOPE 18
  14. 14. The Golden Rule of Gathering Search Requirements 19
  15. 15. TECHNIQUES DELIVERABLE Search Vision OUTCOMES Statement KPI List of MEASURES Workshop measures that make sense Backlog of stories TARGET STORIES Functional Spec andSHAREPOINT SCOPE Solution 20
  16. 16. TIPS TO IMPROVE YOURSEARCH
  17. 17. Acronyms Any TLAs Department Names: Accounting Human Resources MarketingCommon Business Terms Engineering Organizations: Topics Banking: Task BasedGeneral Terms Common Actions: Printing, Mail, Car Hire, Travel, Banking Locations: Office locations, Project Locations Leave: Leave forms, holiday forms, travel request SharePoint Based: Intranet, Projects, Training Intranet Based: Events, News, Stories 23asd
  18. 18. Get diverse people in a roomHand out cue cards with the Best Bet formatWrite 10 each, then shuffle and swapAt the end review all Best Bets 24
  19. 19. How does your organization think aboutinformation? Content Based: Contracts, Policies, Procedures Task Based: New Member Account, Termination, New Loan Application Storage Based: C Drive, SharePoint Sites, CRM Time Based: Yearly Financial Cycles Department Based: Accounting
  20. 20. Always have a Documents search scopeimplementedUsers are more comfortable with the word ‘filter’than ‘scope’Too many scopes can be confusing
  21. 21. Card Sorting Lets people group related information together Powerful way to see how users think about information in groups Great to see how scopes should be structured Two types: Open: Users create categories Closed: Pre-defined categories
  22. 22. Running a card sort Create cue cards Users sort into categories Can be done online or in person
  23. 23. Images blatantly stolen from Corey Roth, Matthew McDermott and Todd Carter
  24. 24. Custom Results Workshop Select the content that you want to target (this is usually tied to scopes) Sit users in a room with a facilitator Get users to choose which pieces of metadata are important and how they should be displayed FILE SIZE START DATE TITLE CUSTOMER FILE TYPE CUSTOMER EXCERPT START DATE YEAR EXECUTED BY YEAR LAST MODIFIED OFFICE/BRANCH PROJECT NUMBER PROJECT ID PROJECT NUMBER OFFICE/BRANCH 32
  25. 25. Invest in People Search
  26. 26. Finding the right person is usually more important than findingthe right contentDetermine what users are looking forLeverage User ProfilesExpose in search
  27. 27. Search Reporting SharePoint offers great search reporting capabilities to help you
  28. 28. How was your search web part Great way to gather feedback about search Simple way for end users to communicate their feedback The information can be a goldmine
  29. 29. Conclusion Plan and implement search like anything else on SharePoint Seek true value and then drive your efforts towards it It is possible to make a huge difference to your organization
  30. 30. Q/A & Contact Details Michal Pisarek SharePoint MVP www.sharepointanalysthq.com michalpisarek@sharepointanalysthq.com michalpisarek @michalpisarek

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