Enterprise Search Strategy 101 at SEF2014 in Stockholm
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This document summarizes Joel Oleson's presentation on building an effective enterprise search strategy. It discusses the four pillars of an effective search strategy: context, content, metadata, and user experience. It emphasizes that enterprise search projects often fail because they do not meet user expectations or provide a good user experience. It also provides tips on how to improve search queries and highlights the importance of only indexing authoritative content and managing the search taxonomy.
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Enterprise Search Strategy 101 at SEF2014 in Stockholm
- 1. Enterprise Search Strategy 101 Building an Effective Search Strategy your Business Joel Oleson Director Enterprise Search Strategy BA Insight @joeloleson http://collabshow.com
- 2. 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 Who Am I? 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.
- 4. Pillars of Search 4 Pillars of Search Strategy • Context • Content • Metadata • UX
- 5. Pillars of Search 4 Pillars of Search Strategy Context
- 8. Who Are You?
- 9. Does Context Really Matter? Eric Cartman Student Colorado Kim Kardashian Author “Selfie Book” Los Angeles Gene Simmons Rock Star Los Angeles Phil Robertson Small Biz Owner Louisiana Bayou Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks
- 10. 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
- 11. SharePoint Demo: UCDenver - Context • http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
- 12. Pillars of Search 4 Pillars of Search Strategy Content
- 13. Why not just index everything, so I can be like Google.
- 14. 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
- 15. 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
- 17. Ranking Strategies Level 1: Authoritative Sources Official Corp, HR Policies, Cafeteria Holidays, Best Bets, Recommended, etc… Alt Sources: CRM, PeopleSoft, Profiles Level 2: Published “Polished” WCM, Records, Doc Mgmt, Catalogs Alt Sources: IIS, Documentum, ICE, KBs Level 3: Work in Progress Social & Collab Sources Team Sites, Social, & Collab, blogs Alt Sources: PFs, eRooms, File Shares, Level 4: Personal Content Desktop, My Sites, File Shares, Dropbox Level 5: Highly Classified Sensitive/Do Not Index Secure Locations… Invoicing, LCA, Financial Default Search Research 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
- 18. What is an Authoritative Source? They have learned to only index authoritative sources
- 19. Pillars of Search 4 Pillars of Search Strategy Metadata
- 20. Classes of Search Users
- 21. 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
- 22. 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"
- 24. Refinement vs. Exploration http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
- 25. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
- 26. Pillars of Search 4 Pillars of Search Strategy UX
- 27. usa.denon.com
- 33. Recommendations… 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
- 34. Wrap-Up Q&A
Notes de l'éditeur
- 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.