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Presented as part of the session "Keeping Your Taxonomy Fresh and Relevant", SLA Annual Meeting, Chicago, IL, USA, 18 July 2012.
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1© Copyright 2012 EMC Corporation. All rights reserved.
TaxonomyChange Management
Matt JohnsonSLA Annual MeetingChicago, Illinois, USA18 July 2012
2© Copyright 2012 EMC Corporation. All rights reserved.
What’s this about? Many sources of
information on how to create taxonomies; fewer on how to manage taxonomies once created
Taxonomy management platforms typically don’t account for business processes
3© Copyright 2012 EMC Corporation. All rights reserved.
Who’s it for? Focus on large
enterprises
Tools and best practices can be applied in many settings
4© Copyright 2012 EMC Corporation. All rights reserved.
Who are you?• Program Manager,
Information Standards, eServices, EMC• Computer hardware and
software manufacturer• B2B space• Fortune 500• ~54K employees around
the world
• Formerly lead taxonomist for Microsoft field sales and marketing portal
5© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
6© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
7© Copyright 2012 EMC Corporation. All rights reserved.
Survey of working taxonomists Conducted via SurveyMonkey,
March 2012
Promoted to a global audience via Facebook, Twitter, LinkedIn groups (notably TaxoCoP, SLA Taxonomy Division, regional SLA chapters)
55 individual respondents
5 high-level questions about taxonomy management practices in their workplaces
8© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
9© Copyright 2012 EMC Corporation. All rights reserved.
Why business processes?
Most taxonomists don’t work alone.
10© Copyright 2012 EMC Corporation. All rights reserved.
Why business processes?
Minimize input channels
Avoid reinventing the wheel
Avoid hearsay
Avoid duplication of effort
11© Copyright 2012 EMC Corporation. All rights reserved.
Why business processes?
The taxonomy will last longer than you will.
12© Copyright 2012 EMC Corporation. All rights reserved.
Business processes
are dynamic.
13© Copyright 2012 EMC Corporation. All rights reserved.
Business processes
are dynamic.
Expect them to change as
new requests are
made.
14© Copyright 2012 EMC Corporation. All rights reserved.
Integrating with existing data and workflows
Unnecessary in an ideal world,but most of our worlds are far from ideal.
15© Copyright 2012 EMC Corporation. All rights reserved.
Integrating with existing data and workflows
Taxonomies often dependent on large, complex data infrastructure with its own processes
Each part of the process known to relevant stakeholders, but no overall insight
16© Copyright 2012 EMC Corporation. All rights reserved.
Integrating with existing data and workflows
User research techniques for identifying existing processes:
– Interviewing stakeholders– Observation
17© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
18© Copyright 2012 EMC Corporation. All rights reserved.
What’s an SLA? A negotiated agreement between taxonomy
consumers and taxonomy managers
Records a common understanding about services, priorities, responsibilities, and guarantees
Commonly includes:– definition of services– performance measurement (metrics)– problem management– consumer duties
Need not be highly formal
19© Copyright 2012 EMC Corporation. All rights reserved.
What’s the value of an SLA? Setting expectations with
consumers
Setting expectations with management team
When there is disagreement, SLA is an artifact which can be referenced
Typically requires collection of metrics
20© Copyright 2012 EMC Corporation. All rights reserved.
Why are metrics useful? Tracking to meet established
SLAs
Identifying heavy consumers, taxonomy growth areas
Identifying processes which can be improved or discarded
Estimating team capacity
Making a case for resources (money, tools, staffing) to meet need
21© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
22© Copyright 2012 EMC Corporation. All rights reserved.
How many stakeholders?
23© Copyright 2012 EMC Corporation. All rights reserved.
Who are the stakeholders?
24© Copyright 2012 EMC Corporation. All rights reserved.
Identifying stakeholders
Audiences you need to engage to be successful
– Content authors and publishers
– User experience designers– Developers (front- and
back-end)– Site/repository owners– Subject matter experts
(SMEs)
25© Copyright 2012 EMC Corporation. All rights reserved.
Keeping them engaged
Emphasize value and relevance to what they care about
Frame introduction and use of the taxonomy as simply as possible
The “what” is less important than the “why”
26© Copyright 2012 EMC Corporation. All rights reserved.
Keeping them engaged
Winning advocates and promoters
The personal touch: face-to-face, phone, email
Establish clear communication channels
Establish SLAs and meet them consistently
Educate as you go
Other methods– Documentation (internal/external, processes/applications)– Live/computer-based training sessions– Social media
27© Copyright 2012 EMC Corporation. All rights reserved.
Agenda Overview: survey of working taxonomists
Developing change management processes
Establishing service level agreements
Engaging and training stakeholders
Using tools to support management processes
28© Copyright 2012 EMC Corporation. All rights reserved.
What tools are commonly used?
29© Copyright 2012 EMC Corporation. All rights reserved.
Pros and cons: word of mouth
• Immediacy and transparency• Ease of explaining complex
issues in person
• Not easily used by larger, distributed teams
• Not captured in metrics• No audit trail• No opportunity for
oversight
Pros
Cons
Fully 1 out of 5 respondents rely on word of mouth for some part of their request management
30© Copyright 2012 EMC Corporation. All rights reserved.
Pros and cons: email
• Everyone already has it and uses it
• Timely response not guaranteed
• Mechanisms for oversight limited
• Metrics, audit trails hard to derive
• Vulnerable to corruption and loss
Pros
Cons
Most commonly used (2 out of 3 respondents)
31© Copyright 2012 EMC Corporation. All rights reserved.
Pros and cons: separate tracking tool
• Ease of oversight• Ease of use by distributed teams• Ease of extracting metrics, audit
trails
Pros
Cons
Bug trackers, task managers, CRM, etc.
• Separate from taxonomy manager• Need for training on tool, procedures• Limited accessibility, transparency for
consumers• Big investment in addition to taxonomy
manager
32© Copyright 2012 EMC Corporation. All rights reserved.
Pros and cons: taxonomy editor• All the information you need in one
place• Ease of oversight• Ease of use by distributed teams• Ease of extracting metrics, audit
trails
Pros
Cons
Many, though not all, taxonomy management platforms incorporate a work queue
• Expensive• Technically difficult to implement
and support• Limited accessibility, transparency
for consumers
33© Copyright 2012 EMC Corporation. All rights reserved.
All tools have pros!
• Discussion is indispensable, provided it’s also documented somewhere• Email is useful for timely
answers to specific questions posed by a small audience• Most taxonomists are
using multiple tools in conjunction with one another
34© Copyright 2012 EMC Corporation. All rights reserved.
Summary
• You’re not in this alone• Set expectations, back them up with data• Know your audience, keep them motivated• Know the right tool to use for the job
35© Copyright 2012 EMC Corporation. All rights reserved.
We’re looking for a few good:• UX designers• Usability
engineers• Search architects• Metadata mavens
a taxonomist
EMC