Casablanca SharePoint Days Enterprise Search Strategy

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Enterprise Search Strategy Four Pillars of Search Joel Oleson Director of Enterprise Search Strategy BA Insight @joeloleson

Transcript of Casablanca SharePoint Days Enterprise Search Strategy

Enterprise Search Strategy

Four Pillars of SearchJoel Oleson

Director of Enterprise Search StrategyBA Insight

@joeloleson

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.

Killer Apps are Search Apps

Pillars of Search

4 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

En

terp

ri

se

co

nte

nt

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.

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?

They have learned to only index authoritative sources

Tiered Ranking Strategies

Level 1: Authoritative

Sources

Intranet, Official Corp,

Policies

Level 3: Work in Progress

Social & Collab Sources

Level 4: Personal Content

– OneDrive +

Level 5: Highly Classified

Sensitive/Do Not Index

Level 2: Published

“Polished”Defa

ult

Searc

h

Dee

p S

earc

h90% of Searches

>1% of content

5% of Searches

10% of content

2% of Searches

40% of content

>1% of Searches

50% of content

usa.denon.com

Pillars of Search

4 Pillars of Search Strategy

Metadata

Classes of Search Users

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

Marshfieldclinic.org

Reality for some…

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

Nos partenaires

Platine

Gold

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Bronze

Affichage

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