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Taxonomy

Employee Central.

Taxonomy

Employee Central.

Learning Objectives: To learn all the basics, including governance, about Halliburton’s Taxonomy and what it provides for Halliburton’s single-entry portal -- Employee Central.

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Halliburton Intranet Discovery… what employees saidHalliburton Intranet Discovery… what employees said

“It is a vast source of information, if you know where to find it.”

“It’s a garden full of weeds.” “I don’t rely on HalWorld.”

“I don’t think to use HalWorld first.”

“No one owns HalWorld.”

“…too Houston-centric…”

“ There’s no solid process for managing content.”

“We need balanced governance, control with flexibility”

Source: AGENCY.COM

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What is Taxonomy?What is Taxonomy?

• Taxonomy is the science or technique of classification or categorization. The method is to create a series of hierarchical groups to make them easier to identify, study, or locate.

• A taxonomy has the following elements:– List of standard terms– Hierarchical relationships– Cross references

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What are the benefits of Taxonomy?What are the benefits of Taxonomy?

• Provide a framework for users to efficiently and effectively search through large volumes or information in order to find what they need.

• Increase efficiency by assisting users to find the categories of information.

• Improve effectiveness by displaying relevant information based upon the context of the query.

• Help focus users on additional categories of information that may provide additional context to an issue.

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Current Intranet Challenges Desired Results – end of 2004Organization• Disparate PSL and support functions• No alignment with PSLs• Country Independence• Limited measurement (not value-based)

Organization• Consolidated global IT standards $• Standardized alignment for all PSLs P• Global standards for all countries $• Active, value-based measurement P

Processes• Cumbersome• No internal processes for content

Management• Not user-friendly

Processes• Streamlined and simple P• Single-source content managed and

controlled by the business P• Easy to learn and use for all P

Information Technology• Non-standard applications & architecture• 400+ Site Administrators• 250+ Content Owners• 320+ sites• 78 GB of files/content• Age of files/content:

– 0-12 mos: 36%– 1-2 yrs: 22%– 2-3 yrs: 18%– 3+ yrs: 24%

Information Technology• ESG-wide applications & architecture $• 60+ Portal Managers $• 90+ Content Owners $• 60+ sites $• Greatly reduced amt. of files/content $• Age of files/content: P

– 0-12 mos: 75%– 1-2 yrs: 25%– 2-3 yrs: 0%– 3+ yrs: 0%

Primary Result:$ = Cost SavingsP = Productivity Gains

Employee Central will generate significant value in comparison to our current environment Employee Central will generate significant value in comparison to our current environment

Transformational Efforts 20042003

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CMS Metadata (data about data)CMS Metadata (data about data)

General• Title• Description• Content Type• Access Control (Security)• Content Administrator• Content Author• Content Owner• Site Administrator• Legal ApproverSubjects• Location• Organization• E&P Lifecycle• Business Process• HSE

Equipment & Materials• Product Groups• Tools & Components• Oil, Gas, Chemicals and Lubricants

• Customer Challenges• Other Materials & Equipment

Administrative Data• Launch Date • Review Date• Expiration Date• New Technology Commercialization Start Date

• Allow this file to be indexed for search?

• Taxonomy Suggestions

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Taxonomy (categories) (w/definitions)Taxonomy (categories) (w/definitions)

• Content Type*: These are classifications of information that help filter the type of content. For example, sales and marketing material is typically not to the same technical level as a procedure or policy would be.

• Security*: Identifying access to content – restricted, confidential, internal use, public access.

• Location*: These are “places on earth” that are generally well known to everyone. Although we may think of NWA's as a place, they are really just a collection of Locations.

• Organization*: A collection of people organized in PSL & sub PSL groupings. Our customers do not generally care about our organization.

• E & P Lifecycle: This is reflective of a normal working timeline since it represents the serial sequence of events in the life of a well. Many documents relate to several of the lifecycle categories.

• Business Process: This relates the document to the HMS system. Many documents relate to several Business Process categories but the majority of the documents are under categories called “Develop Solutions” and "Execute and maintain Business.”

• HSE: Categories of Health Safety & Environment. Note that the HSE facet actually contains HSE categories of information.

• Product Groups: These are high-level Services or high-level (large category) Products that a customer understands. Sub Categories of Product Groups are smaller groupings of services or Products. For example, “Drill Bits” is a product group and “PDC bits” is a subcategory of Drill Bits.

• Tools & Components: These are the downhole tools that are used to perform services or make up products. Note that a 6" bit is a tool.

• Oil, Gas, Chemicals & Lubricants: These are the chemicals, additives, etc that make up the chemical services we offer. • Challenges: This is the root problem that a customer faces. Anything that is a service in our price book is not challenge.

Challenges are generally reservoir- and environment-related. • Other Materials & Equipment: These are basic materials like cement & salt; as well as items that are purchased from

others like pumps, trucks and cables. Most of the surface equipment falls in this category.

* = Required Fields

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Each Taxonomy category contains several terms to select –snapshots below show terms under various facets

Each Taxonomy category contains several terms to select –snapshots below show terms under various facets

Business Process:

Tools & Components:

Locations:

Exploration and Production:

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Taxonomy Categories – as we work with different groups we help them understand which facets apply?

Taxonomy Categories – as we work with different groups we help them understand which facets apply?

* = Required

Taxonomy Facets

Group Content Type*

Location* Organi-zation*

E&P Life-cycle*

Busi-ness Process

HSE Product Groups*

Tools & Compo-nents

Oil, Gas, Chemicals, and Lubri-cants

CustomerChal-lenges

Other Materials & Equip-ment

??? TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD TBD

TTCP ● ● ● ● ○ ○ ● ● ○ ● ○

CPS ● ● ● ● ○ ○ ● ● ○ ● ○

L&P ● ● ● ● ○ ○ ● ● ○ ● ○

SS ● ● ● ● ○ ○ ● ● ○ ● ○

BAR ● ● ● ● ○ ○ ● ○ ● ● ●

CEM ● ● ● ● ○ ○ ● ○ ● ● ●

SDBS ● ● ● ● ○ ○ ● ● ○ ● ○

P/E ● ● ● ● ○ ○ ● ● ● ● ●

IS/IT ● ● ● ● ○ ○ ● ○ ○ ● ○

Always = ● Sometimes = ○ Never = N/A

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There is a process to ensure the existing taxonomy matches each group’s needsThere is a process to ensure the existing taxonomy matches each group’s needs

• Define organization and sub-organization (understand all

players)

• Define Categories of Processes (any key methodologies)

• Define Categories of Tools

• Discover Types of Content/Documents – do you have policies,

procedures, business practices, organization charts, contact

lists, general presentations?

• Fill in gaps – what is left from above that needs to be a category?

• Discover if locations are important to your documents (country,

state, city) or locations might be better defined at a Halliburton

organization level

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Evolution of Content TaggingEvolution of Content Tagging

Ta

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Qu

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Time

100%

50%

80%

Month X Month X + 60 days

Content Migration

--ExistingContent

CMS Lifecycle

Tagging Quality =

Better Web Presentation

TaggingEnhancement

Conceptual Representation

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Summary

Employee Central.

Summary

Employee Central.What about governance?How can you prepare?

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• Governance is a structure of shared ownership and accountability for strategy, development, and operations

• Employee Central will provide a platform for integrated service delivery across Halliburton

• Therefore, there is not one owner of all business applications, or a natural owner within most organizational structures

“What is your biggest portal challenge”?“What is your biggest portal challenge”?

Portal server function issues

Implementation issues

Portal design issues

Organizational issues 71%

23%

15%

6%Technology

Forrester Research ReportMaking Enterprise Portals Pay

Why is Taxonomy governance necessary?Why is Taxonomy governance necessary?

Definition of GovernanceDefinition of Governance

GovernanceGovernance

What about governance?

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Taxonomy RolesTaxonomy Roles

• Taxonomy Editor – Owns the taxonomy change and

maintenance process

• Taxonomy Steering Committee – Provides strategic direction

• User Group – Content authors, owners and users

What about governance?

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No

User group requests

taxonomy change

Start

Taxonomy Editor assess business need

for change

Approve change?

No

Yes

Taxonomy Editor works

with user group to make changes

Taxonomy Editor informs

& explains reasons to user group

User group accepts or

appeals decision Yes

Modifica-tions

Complete

User group works with Taxonomy Editor to

update related materials

Taxonomy Editor informs User Group of

completed changes

Success-ful test?

User group tests taxonomy

changes

Taxonomy Steering Committee

Taxonomy Change ProcessTaxonomy Change Process

Strategic Direction

What about governance?

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Taxonomy MaintenanceTaxonomy Maintenance

• Deleting a category requires a review of all documents tagged with the category.

• Automatically changes the category tags in the documents.

Changing a Category/Term

Adding new terms to the taxonomyAdding new terms to the taxonomy• Requires review of all documents in the

next higher level category and may require review of other categories.

• New categories should only be added if the parent category has more than 20 documents

Deleting taxonomy termsDeleting taxonomy termsWhat about governance?

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There are many pieces that must fit together for Employee CentralThere are many pieces that must fit together for Employee Central

Identity Mgmt

User Profiling

Single Sign-on

CollaborationDoc

SharingThreaded

DiscussionsApp

SharingInstant

Messaging

Content - CMSWeb

Content Mgmt

Digital Asset Mgmt

Doc Mgmt

Info Retrieval

SearchExpert

LocatorTaxo-nomy

Business Process Automation

Applications… Sub-Portals…

Multichan. Access

Wireless Access

(e.g. PDA)

Mobile Access

(on/offline)

Portal

Communities

Role / Workflow-based / Personalization / Branding

OrganizationsWorkgroups

Secu

rity / Ad

min

istration

/ Trackin

g

= Employee Central components in this presentation

= Other IT initiatives to compliment the Employee Central

My Workplace

How can you prepare?

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Thank YouThank You

community pages only

Taxonomy

Employee Central.

Taxonomy

Employee Central.