1 @hp information architecture strategy recommendation highlights presented by cord woodruff, ph.d....

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1 @hp @hp Information Architecture Information Architecture Strategy Strategy Recommendation Highlights Recommendation Highlights Presented by Cord Woodruff, Ph.D. Presented by Cord Woodruff, Ph.D. September 5, 2001 September 5, 2001

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Page 1: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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@hp @hp Information Architecture StrategyInformation Architecture StrategyRecommendation HighlightsRecommendation Highlights

Presented by Cord Woodruff, Ph.D.Presented by Cord Woodruff, Ph.D.September 5, 2001September 5, 2001

Page 2: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Our Approach

BusinessContext

@hpContent& Services Employees

Page 3: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

3

Project Overview

Methodology (9 Weeks)• Opinion Leader Interviews• User Research• Content, Classification & Search Log Analysis

Deliverables• User & Opinion Leader Reports• Final Recommendations Report• Final Presentations (9/4, 9/5, 9/6)

Page 4: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Presentation Outline

Research Results & Analysis• Major Portal Problems• Beyond the Portal

Recommendation Highlights• Portal Strategy• Information Architecture Design

Next Steps• Immediate• Long-Term Critical

Page 5: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Research Results & Analysis

Major Portal Problems

• Extremely difficult to find things via the portal• No idea what category to select in taxonomy• Misleading labels (e.g., “HP Policies”)• Search is important for users but works poorly• Employees use “wrong” keywords• Employees feel guilty using alternative

navigation tools (e.g., Backroads)• 19 of 44 user testing sessions (43%) expired

unsuccessfully at 3 minutes

Page 6: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Research Results & Analysis

Beyond the Portal

Employees have diverse information needs.

@hp Search Log Data (1 week)

33,000 queries (27,000 or 81% unique)

0

5000

10000

15000

20000

25000

30000

1 2 3 4 5 6 7 8 9 10

Queries Per Term

Inst

an

ces

Page 7: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Portal Strategy Recommendations

1. Define Portal Scope• position portal as a portal (focus on finding)• embrace full intranet

2. Balance Top-Down & Bottom-Up IA Approaches• distributed content/metadata management• reward good content, services, navigation tools

3. Recognize IA as Infrastructure• Manage transitions (start broad / share vision)

Page 8: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Portal Strategy Recommendations Recognize IA as Infrastructure

Page 9: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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IA Design Recommendations

1. Provide Multiple Finding Tools• classification schemes (taxonomies)• search• site index

2. Leverage CMS• distributed responsibility (metadata)• incentives to authors/owners

3. Improve Search• integrate with browsing• filtering, zones, synonym management

Page 10: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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IA Design Recommendations Classification Schemes

Classification Schemes

Sample Terms

Topics Enterprise-wide subject hierarchy.

Organizations Businesses, functions, departments (authors/owners).

Countries & Locations Geographic indicator of intended audience.

Products & Services Complete range of HP products and services.

Formats Content/object types that are meaningful to employees.

Roles Major employee roles (e.g., managers, admins).

Languages Language of documents.

Page 11: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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IA Design Recommendations Authority Control

Enterprise Certified • Metadata supplied and/or approved by @hp.• Hand-crafted access via browsable indexes.• Included in Suggested Links (controlled vocabulary).

Organization Certified • Content and metadata approved by departmental manager.

Author Certified • Content and metadata provided by HP employee.

Uncertified • Content provided by HP employee.• No metadata provided.

Page 12: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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home

Page 13: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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formatslevel 1

Page 14: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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formatslevel 2

Page 15: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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search

New Virus on the loose! Read more about it...

home

search

feedback/support log off

go

people finder go

@hp employee portal

topics organizationscountries

& locationsproducts

& servicesformats my@hp

John Doe - you're logged on!

siteindex

modify search filters (221 total)

all topics

all organizations

united states

all products & services

all formats

updated within last 2 years

english

Your search on "hpcu" produced 221 results.10 results = "hpcu"211 results = "hp credit union"

new search

go

enterprise content onlyall intranet content

Search

Page 16: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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site index

Page 17: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Benefits

1. Employees Find What They Need• fewer clicks, less time• less dead-ends, more success

2. Flexible, Scalable Portal Framework• support content growth / dynamism• support evolving employee needs

Page 18: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Next Steps

Improvements to Implement Immediately• Refine and adopt classification schemes• Integrate navigation elements• Expand search effort (“suggested links”)• Build a site index• Articulate a vision and roadmap

Page 19: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Next Steps

Critical Components for Long-Term• Content and metadata system• Classification schemes and thesauri• Facet navigation model

Page 20: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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Appendix. Background Slides

Page 21: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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topics

Page 22: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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organizations

Page 23: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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countries &

locations

Page 24: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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products & services

Page 25: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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formats

Page 26: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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formatslevel 2

Page 27: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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organizationslevel 2

Page 28: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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searchNew Virus on the loose! Read more about it...

home

search

feedback/support log off

go

people finder go

@hp employee portal

topics organizationscountries

& locationsproducts

& servicesformats my@hp

John Doe - you're logged on!

siteindex

modify search filters (221 total)

all topics

all organizations

united states

all products & services

all formats

updated within last 2 years

english

suggested links

E-Victor (Global) Worldwide Procurement ToolE-Victor (Americas) Procurement Tool

search results (1-50 of 626 results shown)

E-Victor - EuropeNov 27, 2001 E-Service Business Consumer Organization

E-Victor Tool. Paragraph of extracted text. Paragraph of extracted text. Paragraph of extracted text.Paragraph of extracted text. Paragraph of extracted text. Paragraph of extracted text.http://victor.europe.hp.com/

About the E-Victor ProjectOct 7, 2000 Document Business Consumer Organization

Paragraph of extracted text. Paragraph of extracted text. Paragraph of extracted text. Paragraph ofextracted text. Paragraph of extracted text. Paragraph of extracted text.http://victor.europe.hp.com/about.html

sort by datesort by relevance

Previous 50 Results Next 50 Results

Previous 50 Results Next 50 Results

Your search on "evictor" produced 221 results.

new search

go

enterprise content onlyall intranet content

Search

Page 29: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

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search – synonym management

New Virus on the loose! Read more about it...

home

search

feedback/support log off

go

people finder go

@hp employee portal

topics organizationscountries

& locationsproducts

& servicesformats my@hp

John Doe - you're logged on!

siteindex

modify search filters (221 total)

all topics

all organizations

united states

all products & services

all formats

updated within last 2 years

english

Your search on "hpcu" produced 221 results.10 results = "hpcu"211 results = "hp credit union"

new search

go

enterprise content onlyall intranet content

Search

Page 30: 1 @hp Information Architecture Strategy Recommendation Highlights Presented by Cord Woodruff, Ph.D. September 5, 2001

30

site index