10 Steps to be Successful with Enterprise Search
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10 Steps to be Successful with Enterprise Search AGNES MOLNAR SEARCH & FINDABILITY CONSULTANT, MVP SEARCH EXPLAINED
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Transcript of 10 Steps to be Successful with Enterprise Search
10 Steps to be Successful with Enterprise Search
AGNES MOLNARSEARCH & FINDABILITY CONSULTANT, MVP
SEARCH EXPLAINED
SPONSORS
Introduction – Agnes Molnar• 9 years MVP (Office Servers & Services)• Enterprise Search, Information Architecture,
Knowledge Management
• Search & Findability Consultant, Search Explained• Worldwide Consultancy, Guidance, Trainings,
Workshops
• Blog: http://SearchExplained.com • Yammer:
http://yammer.com/SearchExplained • Twitter: @SearchExplained • E-mail:
Session Resources
http://SearchExplained.com/SPCAdriatics
1 – Get Ready: The Business Process
More than a single IT Project
Continuous effort
Business Process Like Gardening
Search
1 – Get Ready: The Business Process
Planning
ImplementationAnalysis
2 – Plan - Search is Unique and SpecialCulture
• 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• Requireme
nts• Priorities
Capabilities
• Organization
• Business Units
• Stakeholders
• End Users• IT• Vendors &
Contractors
Confines
• Rules• Restrictions
http://SearchExplained.com/The-Five-Cs-of-Enterprise-Search/
3 – Enterprise Search Team
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”
4 - Define your requirements Some common Search Dreams (NOT requirements):
• ‘I want Google-like Search in my Enterprise’• ‘I want to be able to find everything.’• ‘I want it just work fine.’
4 - Define your requirements
Business goals Users
Scenarios & use cases
Application
LifecycleSystems
to integrate
User Experienc
eMetrics Milestone
s
Resources Experts
5 – Prioritize Having a flat list of
100+ HIGH PRIORITY requirements
is NOT a good idea
(but real world story…)
5 – Prioritize
Business Planning Implementation
IT & maintenance Measure & QA
6 - Content Readiness
Types of content
Main characteristi
cs / properties
Categories / classes
Value of the content
Lifecycle Storage(s)Content
creators / contributors
Content consumers
Scenarios / Use cases
7 - Metadata
Refinement
Result Type & Display Template
On Hover Panel
In Query Rules
7 - Metadata
8 – Permissions
9 - User Experience
Content
UsersContext
10 – Search Quality
What Metrics?Who?How often?What to do with the results?
Action PlanGet Ready
Plan
Define your requirement
s
Prioritize
Search Team
Content Inventory
Metadata Inventory
Permissions
User Experience
Analyze / Quality
Management
Don’t Forget - Session Resources
http://SearchExplained.com/SPCAdriatics
thank youquestions?
live ratingsHTTP://SEARCHEXPLAINED.COM@SEARCHEXPLAI
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