planning your enterprise search strategy
DESCRIPTION
Presented at SharePoint TechFest Houston 2014. All rights reserved.TRANSCRIPT
Enterprise Search StrategyBuilding an Effective Search Strategy your Business
Joel OlesonDirector Enterprise Search Strategy
BA Insight@joeloleson
http://collabshow.com
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
Meet Joel Oleson…
Passionate About• Search• SharePoint • Search-based
applications• Community• Travel
Connect@joeloleson
CollabShow.com
TravelingEpic.com
Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
Consumer search experience sets a high bar for search user experience
Killer Apps are Search Apps
Reality for some…
http://blog.epcgroup.net/hybrid-search-sharepoint-server-2013-office-365-integration
Pillars of Search4 Pillars of Search Strategy• Context• Content• Metadata• UX
Pillars of Search
4 Pillars of Search Strategy
Context
Who Are You?
Context Matters in the Business
Users need to find different information depending on their role , location, responsibility and task at hand
Ente
rpris
e co
nten
t
Marketing Sales ProcurementConsulting Research HR / LegalIT SupportProduction
SharePoint Demo: UCDenver - Context
http://www.ucdenver.edu/academics/colleges/pharmacy/Pages/SchoolofPharmacy.aspx
Pillars of Search
4 Pillars of Search Strategy
Content
MYTH: More is better….
Why not just index everything?so I can be like Google and
Bing.
How much do they actually index?
5.6% 1%1.7%
Size of the Web> 1,000,000,000,000 unique links to pages found Source: Google Blog
Anatomy of a Search:
Revenue$59.8 Billion Dollars in 2013
Relevancy3000+ Engineers Tuning Relevancy
Internet search has changed expectations for enterprise search
Tagged100,000+ keywords managed + SEO
ContextualDynamically driven results
SharePoint’s Algorithm
What is an Authoritative Source?
Sponsored Results
They have learned to only index authoritative sources
Tiered Ranking Strategies
Level 1: Authoritative SourcesIntranet, Official Corp, Policies
Level 3: Work in ProgressSocial & Collab Sources
Level 4: Personal Content – OneDrive +
Level 5: Highly ClassifiedSensitive/Do Not Index
Level 2: Published “Polished”Def
ault
Sear
ch
Dee
p Se
arch
90% of Searches>1% of content
5% of Searches10% of content
2% of Searches40% of content
>1% of Searches50% of content
usa.denon.com
Pillars of Search
4 Pillars of Search Strategy
Metadata
Classes of Search Users
Technical Expertise
Do
ma
in E
xpe
rtis
e
Highly technical with high domain expertise
High domain expertise but not technical
Not technical and low domain expertise
Low domain expertise but highly technical
Why Enterprise Search Projects Fail…
Rarely able to find relevant data• Research shows minimum of 27 characters is needed for relevancy in the enterprise• The average search is only 1.2 words
Jakob Nielsen, Prioritizing Web Usability
Successful enterprise search requires users to be precise with an understanding of how to build intricate search queries.
• Default Search sorted by Relevancy
• Free Text Queries• Word or Multiple words (default will AND words)• Phrase (in quotes)
• Boolean (CAPS required)• AND, OR, NOT
• Wildcard Search (Must be on last word)• search fed*• "micro*" finds documents that contain "Microsoft" or
"microchip”
• Property Search• Author:"William Zuckermann"• Filetype:xls (Filetype:XLS OR Filetype:XLSX)• Filename: "federated search"
Search User Tips
Refinement vs. Exploration
http://jeffwongdesign.com/2012/05/refinement-vs-exploration/
The New Role of Taxonomy – Noise Reduction
Eliminate Noise from Queries
http://vimeo.com/105365009
Pillars of Search
4 Pillars of Search Strategy
UX
Millikencarpet.com
• http://www.millikencarpet.com
Mightycampers.co.nz
Marshfieldclinic.org
What you can do!Continually analyze, gather feedback and tune your search service and index
• Index and Enrich the RIGHT content
• Manage Recommend Results
• Create and manage Visual Catalog of important items
• Add Promoted Results for Common Queries
• Mange Term Store, Managed Metadata for Refinement
• Review Search Reports
• Eliminate “Junk” from default search experience
Let’s make Search the next enterprise killer app.
Questions!
[email protected]@joelolesonCollabshow.com
Let’s Connect!