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Enterprise Search Strategy 
Building an Effective Search Strategy your Business 
Joel Oleson 
Director Enterprise Search Strategy 
BA Insight 
@joeloleson 
http://collabshow.com
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
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.
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 
Enterprise 
content 
Users need to find different information 
depending on their role , location, 
responsibility and task at hand
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: Google Blog
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
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” 
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
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 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
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"
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 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
Questions! 
Joel.Oleson@bainsight.com
Questions! 
Joel.Oleson@bainsight.com

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Planning Your Enterprise Search Strategy

  • 1. Enterprise Search Strategy Building an Effective Search Strategy your Business Joel Oleson Director Enterprise Search Strategy BA Insight @joeloleson http://collabshow.com
  • 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. 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.
  • 6. Pillars of Search 4 Pillars of Search Strategy • Context • Content • Metadata • UX
  • 7. Pillars of Search 4 Pillars of Search Strategy Context
  • 8.
  • 9.
  • 11. 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
  • 12. SharePoint Demo: UCDenver - Context http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
  • 13. Pillars of Search 4 Pillars of Search Strategy Content
  • 14. MYTH: More is better…. Why not just index everything? so I can be like Google and Bing.
  • 15. 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
  • 16. 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
  • 18. What is an Authoritative Source? They have learned to only index authoritative sources
  • 19. 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
  • 21. Pillars of Search 4 Pillars of Search Strategy Metadata
  • 23. 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
  • 24. 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"
  • 25.
  • 26. Refinement vs. Exploration http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
  • 27. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
  • 29. Pillars of Search 4 Pillars of Search Strategy UX
  • 33.
  • 34. 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

Editor's Notes

  1. User Context in search is all about augmenting a search query with information that gives the query a greater level of meaning, or ‘understanding’. As an organization we have access to information about a user that Web Search engines could only dream of – this is one of the levers that enterprises can use to bring a greater level of relevance to search inside the firewall. Context is about information flowing to a user – the right information, at the right time – depending on where they are, what they’re doing, and what they need – one view. It’s important to highlight that knowing the ‘what’, ‘why’, and ‘who’ of a search query you have greater control in bringing back better quality results. In this case the ‘what’ is the question that the user is asking of the search application, the ‘why’ is a reflection of the business need, and the ‘who’ is the context or environment of the user.