Gauthier Robe
VP, Products - Coveo
The Blueprint:
GSA Upgrade Strategy
www.coveo.com
Mike Cizmar
CEO - MC+A
+
www.mcplusa.com
About Us
Over a decade of experience
implementing and customizing search
experiences for clients. We help clients
develop solutions that deliver positive
business outcomes.
Coveo makes business personal by
bringing relevance to every interaction
customers, partners and employees
have with your organization.
The picture
can't be
displayed.
3
Understand the Problem
Don’t Panic. Have a Plan.
The GSA “Cliff”
2016 Last chance to get new GSA 2 year sales.
2017 No new sales. 1 year extensions.
2018 No new sales. Appliances start to shut off.
You Are Here.
The State of the GSA
5
Customers and employees
demand relevance.
Without it, you lose them.
Demands It’s never been so easy to
create or share content.
We’re overwhelmed with
information.
Machine learning and AI
have real world applications.
The relevance
revolution.
Proliferation
Technology
The State of Business
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can't be
displayed.
6
The Path Forward
Embrace the moment
Insight engines apply relevancy
methods to describe, discover,
organize and analyze data.
This allows existing or synthesized
information to be delivered proactively
or interactively, and in the context of
digital workers, customers or
constituents at timely business
moments.
Insight Engines are the
answer
Source: Gartner MQ for Insight Engines 2017
COMPLETENESS OF VISION As of March 2017
ABILITYTOEXECUTE
Relevancy and
completeness matter
most
“Search is about finding answers, content,
and documents; adding useful context to
apps; and augmenting human intelligence.
The most important requirements are the
relevancy and completeness of the
returned results.”
Source: The Forrester Wave™: Cognitive Search and
Knowledge Discovery Solutions, Q2 2017
The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester
Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical
representation of Forrester's call on a market and is plotted using a detailed spreadsheet
with exposed scores, weightings, and comments. Forrester does not endorse any vendor,
product, or service depicted in the Forrester Wave. Information is based on best available
resources. Opinions reflect judgment at the time and are subject to change.
Challengers Contenders
Strong
Performers Leaders
Strong
Current
Offering
Weak
Weak Strategy Strong
SILOED
SEARCHES
FEDERATED
SEARCHES
CRMMTM
STAGES
POSITIVE
BUSINESS
IMPACT &
ROI
NEGATIVE
BUSINESS
IMPACT &
ROI
LAGGARD
Coveo Relevancy Maturity ModelTM
SECURED
UNIFIED
RANKING
CONTENT
NAVIGATION
2
TUNABLE
RELEVANCE
3
CONTEXTUAL
RELEVANCE
4
SELF LEARNING
PREDICTIVE
RECOMMENDATIONS
6CONTEXTUAL
SUGGESTIONS
5
RESPONSIVE – Relevance is
personal
PROACTIVE – Relevance is contextual PREDICTIVE – Relevance is
predictable LEADER
1
efficiency
content
proficiency
intelligence
You Are Here.
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can't be
displayed.1
Data & knowledge
ecosystem
secure connectivity to
reach and unify
across the entire
enterprise
Behavioral analytics
wisdom from the
interactions’ sumtotal
cues likely intent
Machine
learning
data science drive
“what you need next”
recommendations
content relevanceintent+ =
Every interaction tells a story;
you just have to listen and learn.
+
Profile
& integration
…in the course of
work or digital
interactions
context
Choreography between indexing, search, user interaction,
analytics, machine learning and predictive science
Delivering the complete information ecosystem,
to drive boutique personalization.
For companies to unify the digital experience, they
have to make each one personal and relevant to
every customer, across the journey.
Digital experiences rely on rich, relevant information
& recommendations, throughout the journey.
Digital experiences are powered by search & AI.
“Relevance is the currency
of the digital age.”
Digital Experiences have to be Relevant
The picture
can't be
displayed.1
No One Likes to Be First
A Case Study
Digital Experiences have to be Relevant
beyond traditional
interfaces
Context pinning
Multi-sources relationships/folding
Use case focused interfaces
Digital Experiences have to be Relevant
beyond traditional
interfaces
In-context search
Digital Experiences have to be Relevant
enable Machine Learning
for
Intelligent query suggest
Automatic relevance tuning
Recommendations
Intelligent detection
Personalization
Digital Experiences have to be Relevant
without Machine Learning with Machine Learning
Digital Experiences have to be Relevant
without Machine Learning with Machine Learning
Digital Experiences have to be Relevant
go beyond traditional experiences
The picture
can't be
displayed.1
Well, how do I get there?
An Actionable Blueprint
The Journey Ahead
Image Credit “The Design Squiggle” by Damien Newman
Through a transformative process
INITIATE EXECUTE HANDOFFUSER
ACCEPTANCE
DEFINE
Image Credit “The Design Squiggle” by Damien Newman
The sooner you start, the
better the results
Capitalize on
opportunities provided
by machine learning
and analytics
Engage in making
the switch.
What does success
look like?
Set short & medium
term targets.
DEPLOY
USER
ACCEPTANCE
EXECUTEDEFINE
What is your
Relevance Maturity?
Understand all
potential use cases?
INITIATE
Actionable Steps
DEPLOY
USER
ACCEPTANCE
EXECUTE
1. Review Users and Workflows
2. Review Usage Analytics
3. Avoid Big Bang
4. Review Maturity Matrix (Where are you?
Where should you be?)
1. Search Best Practice Engagement
Actionable Steps
DEFINEINITIATE
DEPLOY
USER
ACCEPTANCE
EXECUTEDEFINEINITIATE
Actionable Steps
1. Define Success Criteria
2. Schedule Quick Wins
3. Be Realistic
4. Dream!
DEPLOY
USER
ACCEPTANCE
EXECUTEDEFINEINITIATE
Actionable Steps
1. Utilize the UI Toolkit
2. MC+A Bridge
3. Utilize Consulting in a Hybrid Team
4. Find Strong internal talent
DEPLOY
USER
ACCEPTANCE
EXECUTEDEFINEINITIATE
Actionable Steps
1. Plan on UAT for at least 30% of the project
2. Prepare to have missed things
3. MVP is MVP
DEPLOY
USER
ACCEPTANCE
EXECUTEDEFINEINITIATE
Actionable Steps
1. Take the first step
2. Understand your Organization
3. Be realistic with your timeline
4. Avoid “Big Bang”
5. Search is a Program
MC+A GSA Bridge
If you like the connectors you have, keep them.
Activities Typical Duration*
Discovery
Define Requirements & Value
Technical / UX Design
Development / Testing
Deploy / Change Control
A Typical Implementation
1 Week
1-2 Weeks
2-3 Weeks
Weeks*
1 Week
* Phase can vary greatly depending on implementation complexity.
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can't be
displayed.
Thank You

Blueprint for GSA Migration with Coveo

  • 1.
    Gauthier Robe VP, Products- Coveo The Blueprint: GSA Upgrade Strategy www.coveo.com Mike Cizmar CEO - MC+A + www.mcplusa.com
  • 2.
    About Us Over adecade of experience implementing and customizing search experiences for clients. We help clients develop solutions that deliver positive business outcomes. Coveo makes business personal by bringing relevance to every interaction customers, partners and employees have with your organization.
  • 3.
    The picture can't be displayed. 3 Understandthe Problem Don’t Panic. Have a Plan.
  • 4.
    The GSA “Cliff” 2016Last chance to get new GSA 2 year sales. 2017 No new sales. 1 year extensions. 2018 No new sales. Appliances start to shut off. You Are Here. The State of the GSA
  • 5.
    5 Customers and employees demandrelevance. Without it, you lose them. Demands It’s never been so easy to create or share content. We’re overwhelmed with information. Machine learning and AI have real world applications. The relevance revolution. Proliferation Technology The State of Business
  • 6.
    The picture can't be displayed. 6 ThePath Forward Embrace the moment
  • 7.
    Insight engines applyrelevancy methods to describe, discover, organize and analyze data. This allows existing or synthesized information to be delivered proactively or interactively, and in the context of digital workers, customers or constituents at timely business moments. Insight Engines are the answer Source: Gartner MQ for Insight Engines 2017 COMPLETENESS OF VISION As of March 2017 ABILITYTOEXECUTE
  • 8.
    Relevancy and completeness matter most “Searchis about finding answers, content, and documents; adding useful context to apps; and augmenting human intelligence. The most important requirements are the relevancy and completeness of the returned results.” Source: The Forrester Wave™: Cognitive Search and Knowledge Discovery Solutions, Q2 2017 The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. Challengers Contenders Strong Performers Leaders Strong Current Offering Weak Weak Strategy Strong
  • 9.
    SILOED SEARCHES FEDERATED SEARCHES CRMMTM STAGES POSITIVE BUSINESS IMPACT & ROI NEGATIVE BUSINESS IMPACT & ROI LAGGARD CoveoRelevancy Maturity ModelTM SECURED UNIFIED RANKING CONTENT NAVIGATION 2 TUNABLE RELEVANCE 3 CONTEXTUAL RELEVANCE 4 SELF LEARNING PREDICTIVE RECOMMENDATIONS 6CONTEXTUAL SUGGESTIONS 5 RESPONSIVE – Relevance is personal PROACTIVE – Relevance is contextual PREDICTIVE – Relevance is predictable LEADER 1 efficiency content proficiency intelligence You Are Here.
  • 10.
    The picture can't be displayed.1 Data& knowledge ecosystem secure connectivity to reach and unify across the entire enterprise Behavioral analytics wisdom from the interactions’ sumtotal cues likely intent Machine learning data science drive “what you need next” recommendations content relevanceintent+ = Every interaction tells a story; you just have to listen and learn. + Profile & integration …in the course of work or digital interactions context Choreography between indexing, search, user interaction, analytics, machine learning and predictive science Delivering the complete information ecosystem, to drive boutique personalization.
  • 11.
    For companies tounify the digital experience, they have to make each one personal and relevant to every customer, across the journey. Digital experiences rely on rich, relevant information & recommendations, throughout the journey. Digital experiences are powered by search & AI. “Relevance is the currency of the digital age.” Digital Experiences have to be Relevant
  • 12.
    The picture can't be displayed.1 NoOne Likes to Be First A Case Study
  • 13.
    Digital Experiences haveto be Relevant beyond traditional interfaces Context pinning Multi-sources relationships/folding Use case focused interfaces
  • 14.
    Digital Experiences haveto be Relevant beyond traditional interfaces In-context search
  • 15.
    Digital Experiences haveto be Relevant enable Machine Learning for Intelligent query suggest Automatic relevance tuning Recommendations Intelligent detection Personalization
  • 16.
    Digital Experiences haveto be Relevant without Machine Learning with Machine Learning
  • 17.
    Digital Experiences haveto be Relevant without Machine Learning with Machine Learning
  • 18.
    Digital Experiences haveto be Relevant go beyond traditional experiences
  • 19.
    The picture can't be displayed.1 Well,how do I get there? An Actionable Blueprint
  • 20.
    The Journey Ahead ImageCredit “The Design Squiggle” by Damien Newman
  • 21.
    Through a transformativeprocess INITIATE EXECUTE HANDOFFUSER ACCEPTANCE DEFINE Image Credit “The Design Squiggle” by Damien Newman
  • 22.
    The sooner youstart, the better the results Capitalize on opportunities provided by machine learning and analytics Engage in making the switch. What does success look like? Set short & medium term targets. DEPLOY USER ACCEPTANCE EXECUTEDEFINE What is your Relevance Maturity? Understand all potential use cases? INITIATE Actionable Steps
  • 23.
    DEPLOY USER ACCEPTANCE EXECUTE 1. Review Usersand Workflows 2. Review Usage Analytics 3. Avoid Big Bang 4. Review Maturity Matrix (Where are you? Where should you be?) 1. Search Best Practice Engagement Actionable Steps DEFINEINITIATE
  • 24.
    DEPLOY USER ACCEPTANCE EXECUTEDEFINEINITIATE Actionable Steps 1. DefineSuccess Criteria 2. Schedule Quick Wins 3. Be Realistic 4. Dream!
  • 25.
    DEPLOY USER ACCEPTANCE EXECUTEDEFINEINITIATE Actionable Steps 1. Utilizethe UI Toolkit 2. MC+A Bridge 3. Utilize Consulting in a Hybrid Team 4. Find Strong internal talent
  • 26.
    DEPLOY USER ACCEPTANCE EXECUTEDEFINEINITIATE Actionable Steps 1. Planon UAT for at least 30% of the project 2. Prepare to have missed things 3. MVP is MVP
  • 27.
    DEPLOY USER ACCEPTANCE EXECUTEDEFINEINITIATE Actionable Steps 1. Takethe first step 2. Understand your Organization 3. Be realistic with your timeline 4. Avoid “Big Bang” 5. Search is a Program
  • 28.
    MC+A GSA Bridge Ifyou like the connectors you have, keep them.
  • 29.
    Activities Typical Duration* Discovery DefineRequirements & Value Technical / UX Design Development / Testing Deploy / Change Control A Typical Implementation 1 Week 1-2 Weeks 2-3 Weeks Weeks* 1 Week * Phase can vary greatly depending on implementation complexity.
  • 30.