10 Steps to be Successful with Enterprise Search
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10 Steps to be Successful with Enterprise Search presentation by Agnes Molnar
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10 Steps to be Successful with Enterprise Search
- 7. More than a single IT Project Continuous effort Business Process Like Gardening Search
- 9. Culture • Organization (size, geography, industry, etc.) • Politics • Products and/or services • Leadership • Adoption Content • Type • Lifecycle • Categories, classes • Storages • Creators & Contributors • Consumers • Use Cases Challenges • Business • Processes • IT • Politics • Requirements • Priorities Capabilities • Organization • Business Units • Stakeholders • End Users • IT • Vendors & Contractors Confines • Rules • Restrictions http://SearchExplained.com/The-Five-Cs-of-Enterprise-Search/
- 10. Internal • Business Sponsor(s) • Stakeholders • Project Management • IT • Search Admins • Developers • … External • Consultants • Service Providers • Product Vendors • Developers • … Mediator • Represents both parties • Search Experience and Knowledge • Understanding the Business Domain • Quality Management • “Active Insurance”
- 11. • • •
- 12. Business goals Users Scenarios & use cases Application Lifecycle Systems to integrate User Experience Metrics Milestones Resources Experts
- 13.
- 14. Business Planning Implementation IT & maintenance Measure & QA
- 15. Types of content Main characteristics / properties Categories / classes Value of the content Lifecycle Storage(s) Content creators / contributors Content consumers Scenarios / Use cases
- 16. Refinement Result Type & Display Template On Hover Panel In Query Rules
- 20. What Metrics? Who?How often? What to do with the results?
- 21. Get Ready Plan Define your requirements Prioritize Search Team Content Inventory Metadata Inventory Permissions User Experience Analyze / Quality Management
Editor's Notes
- Community Leader Speaking, Writing
- + Maintenance + Administration Iterations Agile Start in Small, roll out to big
- CULTURE – Business Context CONTENT – Content, Users, Context CHALLENGES Global pharma company – developing Enterprise Search Strategy Legal company – hundreds of lawyers, main challenge: searching for precedents Global manufacturing company – no Search Strategy. “Trial and error”. Still evolving. CAPABILITIES – Advantages vs. disadvantages Global manufacturing company: no Search Strategy BUT very good collaboration culture. KM culture Capability to quickly react to economic challenges CONFINES – Boundaries and restrictions to keep the organization & business & employees safe. VPN access Access to content Manufacturing company: no entry to the research workshop area.
- Get committed - Stay committed Motivation Key roles
- These are NOT requirements. These are dreams.
- ‘I want Google-like Search in my Enterprise’ ‘I want it just work.’ ‘I want to be able to find everything.’ These are NOT requirements. These are dreams.
- Content Source Inventory
- Metadata Everywhere Metadata Inventory: Common metadata (title, author, etc.) Custom metadata for each content type Content audit Stakeholders & Key users Existing metadata and needed metadata Manual Auto-tagging
- What I cannot access – I cannot find What I can access – I can find Search is NOT a security leak but can surface the permission problems.
- Quality of Content / Information Architecture!!! Quality of Results Relevance of Results Quality of User Experience Supportability and Maintainability
- Starting discussion might be painful