Five fast ways to improve search and findability across enterprise networks

Transcription

1 Five fast ways to improve search and findability across enterprise networks Presented by Kristian Norling at Melcrum Digital Communication Summit, 2 April 2014, London, UK

2 Five fast ways to improve search and findability across enterprise networks Ask employees what their main pain points are when it comes to using enterprise networks and chances are search will appear high on the list. Yet a recent survey conducted by Findwise shows that while 78% of respondents believe finding the right information is critical to business goals and success, only 24% have a search strategy in place. Only 9% claim it s fairly easy to find content, compared to 64% who admit it s hard or very hard.! While the problem requires resource and in-depth review to tackle effectively, there are simple ways to start the journey while getting a longer-term strategy in place.

3 Agenda In this session, enterprise search expert Kristian Norling outlines five smart tactics for improving this crucial element of usability and shares insights on those organizations currently getting it right.

4 intranät, råd hjälp, glädje, utbyte, mentorskap, debatt, events, nyheter, insikt, övning, konferens,kunskap, seminarium, fakta, flexibilitet, nätverksgrupp, inblick, idéer, information tips, upplysning, motivation, inspiration, nätverk föreläsning, handledning, diskussion, lärande, stöd, tanke, medverkan, utbildning, nöje, gemenskap, nätverksgrupp, samarbete workshop, erfarenhet, kunskapsdelning, samtal, vägledning

5 5 fast ways That was a bit of false advertising

6 7 ways + bonus 1. Commitment 2. Dates 3. Information 4. Sneakernet 5. Metadata 6. Feedback 7. Analytics! + Tech stuff

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8 Lifetime guarantee

9 nathansnider

10 Enterprise data simply isn t like web or consumer data it s characterised by rarity and unconnectedness rather than popularity and context. Charlie Hull, Flax Blog

11 Enterprise Search: Un-Cool and Mission Critical Source: Julie Hunt

12 Level of satisfaction with Enterprise Search?

13 18.5% Mostly/Very Satisfied

14 proimos

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16 1. Commitment

17 Search is NOT a project!

18 It is a (lifelong) commitment

19 2. Dates

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22 ! Delete Archive Keep! Delete, Archive or keep?

23 3. Information

24 Information lifecycle management

25 ! it is very important to have good information hygiene...! Crap in = Crap out

26 Remember: information ROT Redundant Outdated Trivial

27 SCA Content Quality

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31 4. Sneakernet

32 E&Y

33 5. MetaData

34 March 2012 Search engine optimization A quick reference guide for Ernst & Young professionals This quick reference guide outlines the method for optimizing content for the search engine to help Ernst & Young practitioners get more accurate search results. Search engine optimization (SEO) is a way to help you and other Ernst & Young practitioners quickly and easily find the content you need using search. 1. Optimize core content This relates to the main content fields in all of our content repositories, namely the title/headline, abstract/summary and body/attachment, which are the three most important items in terms of search performance. Example of the title, abstract and attachment/body fields in a CKR First, identify a list of keywords describing the key content of the document that has to be added to the knowledge system, and rank these keywords. If you save documents in the knowledge system on behalf of a stakeholder, please ask the stakeholder to provide this information. The main goal of this step is to identify a list of search terms that should return this document as a result. Second, create an appropriate title. The title should be descriptive and contain the most important keyword(s) from the list of keywords created in the previous step. Example: Your defined keywords are: proposal, CCaSS, Americas, technology, advisory. Possible good title: Americas Advisory proposal regarding CCaSS in technology January Next, write an abstract (summary). If you work with a stakeholder, ask this person to create the abstract. The abstract should summarize the content of the document. Include the most important keywords you determined earlier. Note: If you have a good abstract that matches the document content, it is likely to show up in the search results. A good abstract will also influence the relevance of a document, determining how high in the result list it appears. Imagine that you are submitting a successful proposal document that Ernst & Young presented to an automotive client for internal audit work, which you consider to be a good example. Put yourself into the shoes of the person who will be searching for an internal audit proposal for automotive. Which of the following documents is most likely to come back in a search for internal audit proposal automotive?

35 Note: You should clear out any values in the Notes section of a PowerPoint presentation that may not be relevant, such as content that might have been relevant to the original version of the presentation but is no longer valid in the current version, or 2. Optimize the attachment Attachments play a surprisingly strong role in improving the search results because the search engine goes through the attachments to pull up the most relevant results. Make sure the attachment title is descriptive and catches/summarizes the subject matter. Don t use titles such as Proposal PowerPoint or abstracts containing no relevant information about the document. Do use titles such as Americas CCaSS Proposals fees sanitized.pptx accompanied with a descriptive abstract stating the context of the document. Ideally, the most important keyword(s) from the keyword list should be mentioned in the attachment title. Note: Always consider if you download the file to your desktop and come across it a month later, would you immediately know what it is about? 3. Verify, define and change document properties of your attachment The document properties are a powerful tool for helping to increase the relevance of a particular document. Many templates within Ernst & Young are frequently reused, but often the document properties are never updated. Check the document properties and metadata, if possible. This is especially important for all Microsoft Office files and PDFs: Ensure that the author s name matches the source of the material. Correct the title field, if needed, based on the keyword list from step 1. Add each of the desired keywords and phrases to the keywords field. Save the document as a single attachment. Don t combine multiple attachments in a single zip file. For PDFs, if the information is incorrect, have the person who created the PDF recreate it with correctly edited properties. Open document properties in any Microsoft document: Select the Office button in the upper left corner. Go to Prepare in the left column. Click Properties in the right section. There are three fields you need to complete/check: Author: This field should contain the name of the person who authored the document. Title: Enter the title of the document. Keywords: Enter any keywords that a user might use to search for this document. Insert the keywords you have created earlier in step 1 to optimize the core content. Examples might include the type of document (proposal, risk matrix, training), the engagement or project name, or any other keyword that someone might search. You may complete the other fields, but rules for these fields have not yet been defined.

36 6. Feedback

37 Nordea Feedback form

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39 ! 6. Analytics

40 0-results 200 most use search terms

41 VGR Statistics

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43 Bonus: Tech stuff!

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45 Thank you

46 Links

47 Big Data lives enterprise search is dead! Really? Source: IntranetFocus

48 The Big Data Benchmarked Corporation? Source: VINT

49 Date - The silver bullet of Enterprise Search Source: IntranetFocus

50 Enterprise search is the practice of making content from multiple enterprise-type sources, such as databases and intranets, searchable to a defined audience.!

51 How to Build SEO into Content Strategy! Building the business case CIO.com: How to Evaluate Enterprise Search Findability Blog: Building a Business Case for Enterprise Search

52 Information Architecture and taxonomies Early & Associates: 10 Common Mistakes When Developing Taxonomies Tagging Presentation: Social Tagging, Folksonomies Controlled Vocabularies

53 The Enterprise Search and Findability Report 2013

54 Books

55 ENTERPRISE SEARCH by MARTIN

56 ! SEARCH ANALYTICS FOR YOUR SITE Conversations with Your Customers by LOUIS