Enterprise Search Strategy 101 Building an Effective Search Strategy your Business Joel Oleson Director Enterprise Search Strategy BA

Microsoft’s go-to ISV for Enterprise Search Focused on Search and SharePoint since 2004 Search Industry Leader 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 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 Passionate About Search SharePoint Search-based applications Community Travel CollabShow.com TravelingEpic.com 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?

Does Context Really Matter? Eric Cartman Student Colorado Kim Kardashian Author “Selfie Book” Los Angeles Gene Simmons Rock Star Los Angeles Phil Robertson Small Biz Owner Louisiana Bayou Parody and Photos characters and brands property of South Park studios, Kim’s Selfie, TLC, and A&E Networks

Context Matters in the Business Users need to find different information depending on their role, location, responsibility and task at hand Enterprise content Marketing Sales Procurement Consulting Research HR / Legal IT Support Production

SharePoint Demo: UCDenver - Context

Pillars of Search 4 Pillars of Search Strategy Content

Why not just index everything, so I can be like Google.

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 Relevancy Engineers Tuning Relevancy Internet search has changed expectations for enterprise search Tagged 100,000+ keywords managed + SEO Contextual Dynamically driven results

SharePoint’s Algorithm

Ranking Strategies Level 1: Authoritative Sources Official Corp, HR Policies, Cafeteria Holidays, Best Bets, Recommended, etc… Alt Sources: CRM, PeopleSoft, Profiles Level 3: Work in Progress Social & Collab Sources Team Sites, Social, & Collab, blogs Alt Sources: PFs, eRooms, File Shares, Level 4: Personal Content Desktop, My Sites, File Shares, Dropbox Level 5: Highly Classified Sensitive/Do Not Index Secure Locations… Invoicing, LCA, Financial Level 2: Published “Polished” WCM, Records, Doc Mgmt, Catalogs Alt Sources: IIS, Documentum, ICE, KBs Default Search Research Deep Search 90% of Searches >1% of content 5% of Searches 10% of content 2% of Searches 40% of content >1% of Searches 50% of content

What is an Authoritative Source? They have learned to only index authoritative sources

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

The New Role of Taxonomy – Noise Reduction Eliminate Noise from Queries

Pillars of Search 4 Pillars of Search Strategy UX

usa.denon.com

Mightycampers.co.nz

Marshfieldclinic.org

Millikencarpet.com

Reality for some…

Recommendations… 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

Wrap-Up Q&A

Questions!