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BEST PRACTICES FOR ENTERPRISE SEARCH - what leading practitioners do

Best Practices for Enterprise Search - What Leading Practitioners Do

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Best Practices for Enterprise Search, from the perspective of practitioners. More focused on tasks and processes than technology. Based on data from the Enterprise Search and Findability Survey, other research, empirical evidence and the experience gained by Findwise consultants.

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Page 1: Best Practices for Enterprise Search - What Leading Practitioners Do

BEST PRACTICES FOR ENTERPRISE SEARCH- what leading practitioners do

Page 2: Best Practices for Enterprise Search - What Leading Practitioners Do
Page 3: Best Practices for Enterprise Search - What Leading Practitioners Do

HOW TO FIX YOUR INTRANET SEARCH - and maybe win a prize for

best intranet (search)

Page 4: Best Practices for Enterprise Search - What Leading Practitioners Do

Some stats and what leading enterprise search practitioners do

Organization

Business needs

Users

Information

Features of a good Enterprise Search implementation

Summary

AGENDA

Page 5: Best Practices for Enterprise Search - What Leading Practitioners Do

#intranett2012

@kristiannorling | @!ndwise

Page 6: Best Practices for Enterprise Search - What Leading Practitioners Do

THE ENTERPRISE SEARCH AND FINDABILITY SURVEY/REPORT

sign up & download 2012 report

Page 8: Best Practices for Enterprise Search - What Leading Practitioners Do

IS IT EASY TO FIND THE RIGHT INFORMATION

WITHIN YOUR ORGANIZATION TODAY?

Source: The Enterprise Search and Findability Report 2012

Page 9: Best Practices for Enterprise Search - What Leading Practitioners Do

MODERATELY OR VERY HARD

77%

Page 10: Best Practices for Enterprise Search - What Leading Practitioners Do

money do you spend

How much time and

information ?on creating

Page 11: Best Practices for Enterprise Search - What Leading Practitioners Do

INFORMATION

that is not found or

not accessed, does it have

any value?

Page 12: Best Practices for Enterprise Search - What Leading Practitioners Do

INFORMATION

that is not found or

not accessed, does it have

any value?

Page 13: Best Practices for Enterprise Search - What Leading Practitioners Do

Reference: Clayton Christensen HBS

What job is search hired to do?

Page 14: Best Practices for Enterprise Search - What Leading Practitioners Do

to give us the right information when we need it!

Page 15: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

ORGANIZATIONMake someone responsible = manager for search

In the Very Satis!ed (VS) with their current search group, the number of Full

Time Equivalents (FTE) is 1-2 or more.

Roles for a search manager/team?

Set a search strategy which enables the business strategy and is in line with

overall IT-strategy

Set a number of Key Performance Indicators (KPI) and do Surveys!

Do Search Analytics

All of the above = Get funding!

Page 16: Best Practices for Enterprise Search - What Leading Practitioners Do

digging for gold

67% of the Very Satis!ed (VS) with their current search group and

83% (VS) have a person or group that is responsible for analyzing

user behavior and to make sure that search

supports business needs

71% of the mostly satis!ed groups do search analytics and

SEARCH ANALYTICS

Page 17: Best Practices for Enterprise Search - What Leading Practitioners Do

Web Analytics = User Behaviour

Search Analytics = User Intent

digging for goldSEARCH ANALYTICS

Page 18: Best Practices for Enterprise Search - What Leading Practitioners Do

0-results

Top ≈20% of Search Terms

Spend a few hours every month to do this, it is well

invested time.

digging for goldSEARCH ANALYTICS

QUICK WINS

Page 19: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

BUSINESSCreate the business case:

Task

Process

Decision

Risk

E#ect

Page 20: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

USERGather user feedback (forms)

Usage testing and surveys

Encourage adaption with instruction videos, information (blog?) and “how to

write for good !ndability”.

Let Users test-drive new features! Beta-releases

84% have feedback functionality in the VS group

50% do user testing regularly in the very satis!ed group

Page 21: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

INFORMATIONInformation Hygiene crap in - crap out

Teach people how to name !les, write and add metadata (E&Y) example!

Information quality = good copy, freshness (date) and metadata

Metadata + KPI

67% of VS have a taxonomy in place and

83% have a metadata standard.

Page 22: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

INFORMATIONTaxonomy

Information Lifecycle Management

KPI

Archive, Delete or Keep?

Manage Synonyms and Abbreviations

What Sources to index? Make People Findable!

Page 23: Best Practices for Enterprise Search - What Leading Practitioners Do

best practice

TECHNOLOGY Speed!

Search analytics

Feedback form

Spelling suggestions

Auto-complete

Type a-head

Facets/Filters/Navigators/Re!ners

Key matches/best bets/sponsored links

Live previews of individual search results

Customized search results for speci!c information types

search engine features

Page 24: Best Practices for Enterprise Search - What Leading Practitioners Do
Page 25: Best Practices for Enterprise Search - What Leading Practitioners Do

The number of Full Time Equivalents (FTE) is 1-2 or more.

what the Very Satis!ed DO with Enterprise SearchLEADING ORGANIZATIONS

have a taxonomy in place

67%

have metadata standard

83%do usage testing regularly

50%

have feedback functionality

84%

Page 26: Best Practices for Enterprise Search - What Leading Practitioners Do

Make someone responsible for search - Appoint a Search Manager

Set a search strategy which enables the business strategy and is in line

with overall IT-strategy

Make the Business Case

Measure and Monitor Search Queries = Search Analytics

Enable User Feedback

Raise quality of information by adding metadata and doing content

lifecycle management

Educate information creators - simple handouts and sit-downs

Spelling suggestions, key-matches and auto-complete

best practice

SUMMARY