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Knowledge Management Solution Line
Focus on Enterprise Search approach




                Do not disclose without prior consent from the Project Management Practice   Contact: pmp@altran.be   Version 1.5
What will the enterprise search imply?

Search is for action or production
        • Poor or no result > no action, no production

        • Bad result > Bad action, bad production

Search is THE access to information : simple & quick
        • User centric tool : accessible, straightforward

        • Reliable tool : permanent, durable

Search is THE window to the information repository
        • All relevant sources must be accessible

        • Incredible developer, marker of the quality of the information management




                                                                                      2
The risks

Why the users would stop using your search ?
Bad results (too much, poor, not relevant, obsolete)

            = bad index

            = poor index

            = bad representation of the results

Interface not user-friendly

Response time

Not exhaustive

The lost users are extremely hard to get back !




                                                       3
The key success factors

Strong management of quality & quantity of information

Interface matching with expectations of all users
       From Google like to Expert search

A search that is contextual to the company, the location and the business

A search that is versatile (synonymous, cleansing, navigation…)

Response time accepted and ensured

Functional upgradeability (favourites, related links, quotes …) & technical scalability

A quality roadmap (reporting & monitoring leading to actions)




                                                                                          4
The implementation of a search strategy

Analysis
What is the status of my information repository? Quality Audit, Sizing, volumes, Dispersion, Number of
sources, Variation, evolution, Not “indexable” as is Content

What is the expectation, expressed or not, of my users ?

Architecture
What are the key functions ? What is the evolution path ? What is the search engine? What will be the
interface tool(s)? What is the sizing ?

Phased implementation
A: Scalability

B: Function Evolution

Quality process
Usage Monitoring > Tuning of the search service + actions on information mgt

                                                                                                         5
The different levels of the search service

Search criteria
    •   Google like : full text
    •   Synonyms, business dictionaries
    •   Source filtering
    •   Metadata (classification, filters, facet's) > depend on the produced information
    •   Taxonomy, Ontology, …

Integration/accessibility
                                                                                 Local data   Enterprise data   Personal mails   Shared mails

                                               WEB                                                   X                                 X

                                               Client                               X---             X               X---              X

                                               Full client (incl. local index)      X++              X               X++               X

Results
    •   list ordered by relevancy
    •   list with quick view
    •   contextual filters
    •   faceted navigation

These criteria will imply the complexity of the indexation customization

                                                                                                                                                6
Conclusion

Do not consider search as an isolated technical tool

Search MUST be user centric

Prefer a modular architecture (interface independent from engine)

Use of standards

Must be considered as a service (quality control, support, SLA …)

Don’t rush = reduce the risk of rejection at first use (difficult to recover)

Trap to avoid : the meta-search
           Loose relevancy, loose context differentiation > loose quality of results

           Loose index improvement > loose upgradeability




                                                                                       7
www.altran.com


                 8

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Altran Km Focus Search

  • 1. Knowledge Management Solution Line Focus on Enterprise Search approach Do not disclose without prior consent from the Project Management Practice Contact: pmp@altran.be Version 1.5
  • 2. What will the enterprise search imply? Search is for action or production • Poor or no result > no action, no production • Bad result > Bad action, bad production Search is THE access to information : simple & quick • User centric tool : accessible, straightforward • Reliable tool : permanent, durable Search is THE window to the information repository • All relevant sources must be accessible • Incredible developer, marker of the quality of the information management 2
  • 3. The risks Why the users would stop using your search ? Bad results (too much, poor, not relevant, obsolete) = bad index = poor index = bad representation of the results Interface not user-friendly Response time Not exhaustive The lost users are extremely hard to get back ! 3
  • 4. The key success factors Strong management of quality & quantity of information Interface matching with expectations of all users From Google like to Expert search A search that is contextual to the company, the location and the business A search that is versatile (synonymous, cleansing, navigation…) Response time accepted and ensured Functional upgradeability (favourites, related links, quotes …) & technical scalability A quality roadmap (reporting & monitoring leading to actions) 4
  • 5. The implementation of a search strategy Analysis What is the status of my information repository? Quality Audit, Sizing, volumes, Dispersion, Number of sources, Variation, evolution, Not “indexable” as is Content What is the expectation, expressed or not, of my users ? Architecture What are the key functions ? What is the evolution path ? What is the search engine? What will be the interface tool(s)? What is the sizing ? Phased implementation A: Scalability B: Function Evolution Quality process Usage Monitoring > Tuning of the search service + actions on information mgt 5
  • 6. The different levels of the search service Search criteria • Google like : full text • Synonyms, business dictionaries • Source filtering • Metadata (classification, filters, facet's) > depend on the produced information • Taxonomy, Ontology, … Integration/accessibility Local data Enterprise data Personal mails Shared mails WEB X X Client X--- X X--- X Full client (incl. local index) X++ X X++ X Results • list ordered by relevancy • list with quick view • contextual filters • faceted navigation These criteria will imply the complexity of the indexation customization 6
  • 7. Conclusion Do not consider search as an isolated technical tool Search MUST be user centric Prefer a modular architecture (interface independent from engine) Use of standards Must be considered as a service (quality control, support, SLA …) Don’t rush = reduce the risk of rejection at first use (difficult to recover) Trap to avoid : the meta-search Loose relevancy, loose context differentiation > loose quality of results Loose index improvement > loose upgradeability 7