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Search Check. ECIR Industry Day, Dublin 21 April 2011 Martin White Managing Director, Intranet Focus Ltd. martin.white@intranetfocus.com. Intranet Focus Ltd. Specification and selection of web content management and document management applications.
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Search Check ECIR Industry Day, Dublin 21 April 2011 Martin White Managing Director, Intranet Focus Ltd. martin.white@intranetfocus.com
Intranet Focus Ltd Specification and selection of web content management and document management applications Specification, selection and implementation of enterprise search applications Development of governance and implementation strategies for Microsoft SharePoint Development of information management and intranet strategies www.intranetfocus.com
At a desktop near you? • “Now what?” • Search usability gets no attention • “How did that get in there?” • Lack of any rigour regarding information security • “What am I supposed to do with 200 results?” • No time to look at search logs and tune the system • “Where’s the report I wrote yesterday” • Crawling schedules all over the place • “Is that really the latest version?” • Who knows? • “Surely we must have this information in the system” • Yes, but not where the search engine is looking www.intranetfocus.com
User Desktop Search User Interface Autonomy IDOL Search Search Integration Layer Search Search Search MySite Sales And Marketing Portal People Finder Info Service BU Intranets MU Intranets Doc GF Insider K Bank Academy Coll GO process S & M HR Comms Comms IT 4 BUs 23 MUs IT IT
ESS;7465 Primus;2673 teleconference;2118 ipm;1850 teamsite;1837 dme;1833 cats;1631 ecp;1619 mss;1368 LTE;1320 EBP;1151 gmdm;1146 job site;1108 ECC;1056 outlook;1052 PROPS;1036 piwin;964 smis;938 SAP;928 ecb3;881 Emo;819 travel;817 bent;800 hr direct;797 tems;785 CEDOLINE;763 winfiol;758 mars;749 tracy;732 ipm online;731 e-gate;720 racom;711 hr;699 concur;689 sdod;689 TPOP;682 candi;680 mhweb;671 sms;658 ELIS;651 conference call;637 rsg;631 IMS;621 prim;598 platform assistant;596 ecb4;595 gsdc;594 bete;571 my learning;570 sdmm;568 Search top 50 queries in one month Employee self-service site Product release database Teleconference number www.intranetfocus.com
“Lasciate ogne speranza, voi ch'intrate” www.intranetfocus.com
Search Check • This is an attempt to define ‘best practice’ through a heuristic (“based on rules”) approach • The best example is by James Robertson with his Intranet Review Toolkit, but there are others • http://www.pebbleroad.com/articles/view/reviewing-intranet-based-collaboration-setups/ • As with most scoring approaches it is the discussion around a score that assists in defining issues, opportunities, challenges and solutions • Getting a perfect score is not possible www.intranetfocus.com
Search Check www.intranetfocus.com
The benchmarks • Management 9 • User Support 5 • Search Team 10 • Operations 4 • Query Management 7 • User Experience 10 • Query Log Analysis 4 • Search Performance Assessment 3 • Total 52 www.intranetfocus.com
User Support • The search application has an internal user group • A Search Help Desk provides first-level support to users who are concerned that they are not being able to make effective use of the search application • The IT Help Desk and Search Help Desk are fully integrated and there is a protocol for the transfer of enquiries • New employees are given information on where on the intranet they can find advice on the use of the search application • User requirements are subject to continuous assessment so that appropriate action can be taken to achieve the highest possible levels of user satisfaction www.intranetfocus.com
CMS v Search – the load lines Resources Search CMS Start Install Implement Rollout
A formula for success? • One help desk/training manager (C) for each major country (z) • At least one analytics specialist (A) for each content language (x) T = xA+yB+zC+3 Search team size • Core search team of three for search management, IT support and vendor relationship management • One business specialist (B) for each business area (y) www.intranetfocus.com
The numbers add up! • Language support • English, French and German A = 3 • Business support • Tax, consulting and recruitment B = 3 • Training and help-desk support • USA, UK, France, Germany, China C = 5 Team size = 3+3+5+3 = 14!
Search Team • There is a search team made up of a range of appropriate skills and experience • The search team has terms of reference • The roles and responsibilities of the search team members are included in their job descriptions and evaluations • The search team have a responsibility to maintain close working relationships with related projects and teams • The training needs of members of the search team are kept under review • The search team publish a blog on search developments, hints and good practice • Members of the search team participate in the user group of the search vendor • The search team have access to relevant web sites and to a collection of books, reports and white papers on search topics • Members of the search team are members of one or more search communities of practice • Members of the search team are listed on the intranet www.intranetfocus.com
Search Check status • Current version dates from a workshop in December 2010 • Some corrections and enhancements will be added in after using the methodology in a workshop at the Enterprise Search Summit in New York on 9 May • Search Check will then be released under a Creative Commons Licence in mid-May • Feedback from organisations using the methodology, and from the search community, will be used to continue to enhance the quality of the methodology • The “book” of the methodology will be released in October 2011 www.intranetfocus.com
Resource shortfall! • ‘Making Search Work’ White (2007) • ‘Successful Enterprise Search Management’ Arnold and White (2009) • ‘Professional Microsoft Search’ Bennett, Fried, Kehoe and Voskresenskaya (2010) • Enterprise Search Summit events in the USA since 2002 • Enterprise Search Europe in London on 24-25 October • Lecture series from Morgan and Claypool • LinkedIn Enterprise Search Professionals • Enterprise Search Meet-ups in London and Cambridge www.intranetfocus.com
Questions and suggestions? Martin.white@intranetfocus.com @intranetfocus www.intranetfocus.com