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BEST PRACTICES FOR
 ENTERPRISE SEARCH
- what leading practitioners do
HOW TO FIX YOUR INTRANET SEARCH
     - and maybe win a prize for
        best intranet (search)
AGENDA
Some stats and what leading enterprise search practitioners do
Organization
Business needs
Users
Information
Features of a good Enterprise Search implementation
Summary
#intranett2012
@kristiannorling | @!ndwise
THE ENTERPRISE SEARCH AND
 FINDABILITY SURVEY/REPORT
 sign up & download 2012 report
nathansnider
IS IT EASY TO FIND THE
  RIGHT INFORMATION
      WITHIN YOUR
ORGANIZATION TODAY?


Source: The Enterprise Search and Findability Report 2012
77%
MODERATELY OR VERY HARD
How much   time and
money do you spend
on creating

information ?
INFORMATION
that is not found or

not accessed, does it have
any value?
INFORMATION
that is not found or

not accessed, does it have
any value?
What job is search
      hired to do?


       Reference: Clayton Christensen HBS
to give us the
right information
when we need it!
best practice
ORGANIZATION
Make 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!
SEARCH ANALYTICS
                              digging for gold


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



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



83%   (VS) have a person or group that is responsible for analyzing
      user behavior and to make sure that search
      supports business needs
SEARCH ANALYTICS
                digging for gold



Web Analytics = User Behaviour
Search Analytics = User Intent
SEARCH ANALYTICS
                           digging for gold



                 QUICK WINS
                     0-results
            Top ≈20% of Search Terms
Spend a few hours every month to do this, it is well
                  invested time.
best practice
BUSINESS
Create the business case:
Task
Process
Decision
Risk
E#ect
best practice
USER
Gather 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
best practice
INFORMATION
Information 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.
best practice
INFORMATION
Taxonomy
Information Lifecycle Management
KPI
Archive, Delete or Keep?
Manage Synonyms and Abbreviations
What Sources to index? Make People Findable!
best practice
TECHNOLOGY
    search engine features
                                                           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
LEADING ORGANIZATIONS
what the Very Satis!ed DO with Enterprise Search

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




                 50% 67%
        do usage testing regularly   have a taxonomy in place



                 84% 83%
      have feedback functionality    have metadata standard
best practice
SUMMARY
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
Kristian Norling
kristian.norling@!ndwise.com
      @kristiannorling
         @!ndwise
       !ndwise.com
      Findability Blog
        Intranätverk
     Norling & Company

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Best practices for optimizing enterprise search

  • 1. BEST PRACTICES FOR ENTERPRISE SEARCH - what leading practitioners do
  • 2.
  • 3. HOW TO FIX YOUR INTRANET SEARCH - and maybe win a prize for best intranet (search)
  • 4. AGENDA Some stats and what leading enterprise search practitioners do Organization Business needs Users Information Features of a good Enterprise Search implementation Summary
  • 6. THE ENTERPRISE SEARCH AND FINDABILITY SURVEY/REPORT sign up & download 2012 report
  • 8. IS IT EASY TO FIND THE RIGHT INFORMATION WITHIN YOUR ORGANIZATION TODAY? Source: The Enterprise Search and Findability Report 2012
  • 10. How much time and money do you spend on creating information ?
  • 11. INFORMATION that is not found or not accessed, does it have any value?
  • 12. INFORMATION that is not found or not accessed, does it have any value?
  • 13. What job is search hired to do? Reference: Clayton Christensen HBS
  • 14. to give us the right information when we need it!
  • 15. best practice ORGANIZATION Make 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!
  • 16. SEARCH ANALYTICS digging for gold 67% of the Very Satis!ed (VS) with their current search group and 71% of the mostly satis!ed groups do search analytics and 83% (VS) have a person or group that is responsible for analyzing user behavior and to make sure that search supports business needs
  • 17. SEARCH ANALYTICS digging for gold Web Analytics = User Behaviour Search Analytics = User Intent
  • 18. SEARCH ANALYTICS digging for gold QUICK WINS 0-results Top ≈20% of Search Terms Spend a few hours every month to do this, it is well invested time.
  • 19. best practice BUSINESS Create the business case: Task Process Decision Risk E#ect
  • 20. best practice USER Gather 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
  • 21. best practice INFORMATION Information 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.
  • 22. best practice INFORMATION Taxonomy Information Lifecycle Management KPI Archive, Delete or Keep? Manage Synonyms and Abbreviations What Sources to index? Make People Findable!
  • 23. best practice TECHNOLOGY search engine features 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
  • 24.
  • 25. LEADING ORGANIZATIONS what the Very Satis!ed DO with Enterprise Search The number of Full Time Equivalents (FTE) is 1-2 or more. 50% 67% do usage testing regularly have a taxonomy in place 84% 83% have feedback functionality have metadata standard
  • 26. best practice SUMMARY 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
  • 27. Kristian Norling kristian.norling@!ndwise.com @kristiannorling @!ndwise !ndwise.com Findability Blog Intranätverk Norling & Company