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Search Based Applications
November 1, 2011 – Enterprise Search Summit



        Presented By:




                                              Siteworx, Inc.

                                                               1
Introductions
David Nickelson, PsyD, JD
Director of Digital Engagement




                                 2
Siteworx




           3
OVERVIEW



Award-winning interactive agency

Strong qualifying track record in global 500

Specialize in audience driven design & digital branding

Expertise in web content management implementation & integration




                                                                   4
Search Based Applications




                            5
Definition



SBA’s allow users to unlock value of information specific to their functional need

            Custom built (tailored input and output options)

            Contextual

            Specific business purpose/audience




                                                                                      6
Use SBA’s for:



Strategic research portals

Sales Enablement

Customer Service and Support

Product Finder




                                7
When is an SBA the Right Solution?



 POST

        People

        Objectives

        Strategy

        Technology



     Source: Owens, Leslie (2011) “Tapping the Power of Search-Based Applications”. Forrester Research,
     Boston, MA.




                                                                                                          8
Content Professionals and Application Development
Professionals Share Responsibility for SBA Assessment




     Source: Owens, Leslie (2011) “Tapping the Power of Search-Based Applications”. Forrester Research,
     Boston, MA.




                                                                                                          9
NPR Digital Media Archive




                            Confidential

                                           10
NPR Digital Media Archive

Background                                   Purpose
NPR has thousands of important transcript    Ingest and manage transcript and
and audio files                              audio files through a new platform

The NPR librarians’ primary focus is to      Ingest transcripts and provide librarians
catalogue and archive these records          with an effective tool to manage
                                             associated metadata
Before the DMA project these files were
managed through a legacy system              Define the taxonomy for the new
                                             archive
The NPR legacy instance had not been
updated in over 9 years                      Provide a robust search interface that
                                             can be used by librarians, NPR internal
There had been 5 failed attempts at moving   staff, reporters, and eventually the
to a new archiving platform/system before    general public
this initiative




                                                                                         11
Points of
Interest
Phases

PHASE 1:
Discovery, Alignment and Requirements   • POC was between a COTS and an open source product

                                        • There is a large demand in the media industry for archiving
PHASE 2:                                  software
Proof of Concept/Bake Off
                                        • The archiving software selected was previously only used
                                          for museums
PHASE 3:
Implementation                          • Open source technology had never previously been
                                          successfully implemented by any company outside of the
                                          software creator

                                        • Project started in a waterfall methodology and is finishing
                                          using NPR’s agile methodology to accommodate new
                                          project requirements that have arisen since inception




                                                                                                        12
Points of
Interest
Phases

PHASE 1:
Discovery, Alignment and Requirements


PHASE 2:
Proof of Concept/Bake Off


PHASE 3:
Implementation




                                        13
Points of
Interest
Phases

PHASE 1:
Discovery, Alignment and Requirements
                                        • Project team consisted of NPR librarians and NPR
                                          technical stakeholders
PHASE 2:
                                        • Extensive detailed background documentation from past
Proof of Concept/Bake Off
                                          projects

PHASE 3:                                • NPR technical team heavily lean towards open source
Implementation                            technologies and open standards

                                        • Consulting vendor was tasked with setting up the POC,
                                          including contracting and managing vendors and software




                                                                                                    14
Points of
Interest
Phases

PHASE 1:
Discovery, Alignment and Requirements
                                        • Bake-off between a COTS product and an open-source
                                          product
PHASE 2:
                                        • 2 technology vendors were provided with sample data for a
Proof of Concept/Bake Off
                                          POC

PHASE 3:                                • The open-source product was selected, the base software
Implementation                            was much more tailored to archiving instead of digital
                                          asset management

                                        • The challenge with the open-source product was lack of
                                          support




                                                                                                      15
Points of
Interest
Phases

PHASE 1:                                • Initially attempted to work with the software company (1
Discovery, Alignment and Requirements     person) to provide subject matter expertise for the project

                                        • Software company would not participate in the project
PHASE 2:                                  unless they could completely own the implementation
Proof of Concept/Bake Off
                                        • Siteworx also partnered with the archivist to assist with
                                          creation of the taxonomy
PHASE 3:
Implementation                          • The project consisted of design and development of the
                                          search interfaces, configuration and customization of the
                                          software

                                        • Consultation vendor completed the initial creation of the
                                          platform in a waterfall approach and moved to an agile
                                          approach to accommodate later phase final items




                                                                                                        16
17
18
19
20
21
Q &A




       Confidential

                      22
Contact Information
David Nickelson, PsyD, JD
Director of Digital Engagement

703-657-1280 (o)

703-593-5843 (m/txt)

dnickelson@siteworx.com

DrDNickelson (Twitter)

DWNickelson (LinkedIn)




                                 23

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SBA Definition and Uses for Strategic Research, Sales, and Customer Support

  • 1. Search Based Applications November 1, 2011 – Enterprise Search Summit Presented By: Siteworx, Inc. 1
  • 2. Introductions David Nickelson, PsyD, JD Director of Digital Engagement 2
  • 4. OVERVIEW Award-winning interactive agency Strong qualifying track record in global 500 Specialize in audience driven design & digital branding Expertise in web content management implementation & integration 4
  • 6. Definition SBA’s allow users to unlock value of information specific to their functional need  Custom built (tailored input and output options)  Contextual  Specific business purpose/audience 6
  • 7. Use SBA’s for: Strategic research portals Sales Enablement Customer Service and Support Product Finder 7
  • 8. When is an SBA the Right Solution?  POST  People  Objectives  Strategy  Technology Source: Owens, Leslie (2011) “Tapping the Power of Search-Based Applications”. Forrester Research, Boston, MA. 8
  • 9. Content Professionals and Application Development Professionals Share Responsibility for SBA Assessment Source: Owens, Leslie (2011) “Tapping the Power of Search-Based Applications”. Forrester Research, Boston, MA. 9
  • 10. NPR Digital Media Archive Confidential 10
  • 11. NPR Digital Media Archive Background Purpose NPR has thousands of important transcript Ingest and manage transcript and and audio files audio files through a new platform The NPR librarians’ primary focus is to Ingest transcripts and provide librarians catalogue and archive these records with an effective tool to manage associated metadata Before the DMA project these files were managed through a legacy system Define the taxonomy for the new archive The NPR legacy instance had not been updated in over 9 years Provide a robust search interface that can be used by librarians, NPR internal There had been 5 failed attempts at moving staff, reporters, and eventually the to a new archiving platform/system before general public this initiative 11
  • 12. Points of Interest Phases PHASE 1: Discovery, Alignment and Requirements • POC was between a COTS and an open source product • There is a large demand in the media industry for archiving PHASE 2: software Proof of Concept/Bake Off • The archiving software selected was previously only used for museums PHASE 3: Implementation • Open source technology had never previously been successfully implemented by any company outside of the software creator • Project started in a waterfall methodology and is finishing using NPR’s agile methodology to accommodate new project requirements that have arisen since inception 12
  • 13. Points of Interest Phases PHASE 1: Discovery, Alignment and Requirements PHASE 2: Proof of Concept/Bake Off PHASE 3: Implementation 13
  • 14. Points of Interest Phases PHASE 1: Discovery, Alignment and Requirements • Project team consisted of NPR librarians and NPR technical stakeholders PHASE 2: • Extensive detailed background documentation from past Proof of Concept/Bake Off projects PHASE 3: • NPR technical team heavily lean towards open source Implementation technologies and open standards • Consulting vendor was tasked with setting up the POC, including contracting and managing vendors and software 14
  • 15. Points of Interest Phases PHASE 1: Discovery, Alignment and Requirements • Bake-off between a COTS product and an open-source product PHASE 2: • 2 technology vendors were provided with sample data for a Proof of Concept/Bake Off POC PHASE 3: • The open-source product was selected, the base software Implementation was much more tailored to archiving instead of digital asset management • The challenge with the open-source product was lack of support 15
  • 16. Points of Interest Phases PHASE 1: • Initially attempted to work with the software company (1 Discovery, Alignment and Requirements person) to provide subject matter expertise for the project • Software company would not participate in the project PHASE 2: unless they could completely own the implementation Proof of Concept/Bake Off • Siteworx also partnered with the archivist to assist with creation of the taxonomy PHASE 3: Implementation • The project consisted of design and development of the search interfaces, configuration and customization of the software • Consultation vendor completed the initial creation of the platform in a waterfall approach and moved to an agile approach to accommodate later phase final items 16
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  • 22. Q &A Confidential 22
  • 23. Contact Information David Nickelson, PsyD, JD Director of Digital Engagement 703-657-1280 (o) 703-593-5843 (m/txt) dnickelson@siteworx.com DrDNickelson (Twitter) DWNickelson (LinkedIn) 23