SharePoint Search for Dummies
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This document summarizes a presentation about SharePoint search best practices. It discusses case studies of companies like ADP, Accenture, P&G, and Ace Hardware that improved search experiences and results by focusing on authoritative sources, contextual search, refinement tools, taxonomy, and metadata. The presentation argues that enterprises often fail to deliver useful search because they do not focus on building applications centered around search or optimizing the user experience.
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SharePoint Search for Dummies
- 1. SharePoint Search for Dummies Real World Value through SharePoint “Enterprise Search” Case Studies Joel Oleson Director Enterprise Search Strategy BA Insight @joeloleson
- 2. Microsoft’s go-to ISV for Enterprise Search Focused on Search and SharePoint since 2004 Search Industry Leader About Joel Oleson • Director of Search Strategy, BA Insight • First SharePoint admin • Top social media influencer Who Am I? Passionate About • Search • SharePoint • Search-based applications • Community • Travel Connect @joeloleson CollabShow.com TravelingEpic.com
- 3. Agenda 3
- 4. 4
- 6. Search User Tips – – – – – –
- 7. Search Tips Cont. – – – – – – –
- 8. Building the Case for SharePoint Enterprise Search 8
- 9. 9
- 10. Killer Apps are Search Apps Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
- 11. 11
- 12. 12 71% percent of Company executives say Search is VITAL or Essential to their day to day business… Why do only 18% have cross repository search capabilities? - AIIM 2014 Findability Survey
- 13. What do you think you are searching here? The entire World Wide Web?
- 14. Case Study: ADP – – 14
- 15. What is an Authoritative Source? They have learned to only index authoritative sources
- 16. Context Matters for Great Search Experiences Marketing Sales Consulting Procurement Production Research IT Support HR / Legal Users need to find different information depending on their role , location, responsibility and task at hand Enterprise content
- 17. Case Study: Accenture 17
- 19. 19 If the product can’t be found, does the product exist? If the feature can’t be found, does the feature exist? 34 percent of the sites don’t return useful results when users search for a model number or misspell just a single character in the product title.” - 2014 study by Baynard Institute
- 20. The New Role of Taxonomy at P&G “Dawn” Product Time of Day Person Query Disambiguation
- 21. Case Study: P&G – – – 21
- 22. 22 Is Metadata more powerful than content? Stewart Baker, former general counsel of the NSA, said last year: "Metadata absolutely tells you everything about somebody's life. If you have enough metadata, you don't really need content."
- 23. Searches Need to be Precise for Best Results Give me a search box and I will formulate my own query to find it “sales forecast” OR (“sales“ NEAR “forecast”) AND (author:”William Zuckermann") AND (format:”XLS”) OR (format:”XLSX”) Users with a combination of high technical / high domain expertise will achieve the best search results. search
- 24. The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries
- 25. Case Study: Ace Hardware – – 25
- 26. Ace Hardware –– Before…After
- 27. Demo: Marshfield Clinic 27
- 28. Key Takeaways 28
Editor's Notes
- NASA Wikicommons “Night sky”
- User Context in search is all about augmenting a search query with information that gives the query a greater level of meaning, or ‘understanding’. As an organization we have access to information about a user that Web Search engines could only dream of – this is one of the levers that enterprises can use to bring a greater level of relevance to search inside the firewall. Context is about information flowing to a user – the right information, at the right time – depending on where they are, what they’re doing, and what they need – one view. It’s important to highlight that knowing the ‘what’, ‘why’, and ‘who’ of a search query you have greater control in bringing back better quality results. In this case the ‘what’ is the question that the user is asking of the search application, the ‘why’ is a reflection of the business need, and the ‘who’ is the context or environment of the user.