5 08 Findability Webinar

Post on 22-Nov-2014

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Look at current state of findability within the enterprise. Includes sneak peek pre-publication data from the AIIM Market IQ on findability survey. Includes insights on parametric search, search, taxonomy, tagging, information architecture and user interfaces.

Transcript of 5 08 Findability Webinar

Platinum Sponsor: Gold Sponsors:

FindabilityFindability

Platinum Sponsor: Gold Sponsors:

Culture, technologyBusiness models & goals,Corporate culture,technology, funding, politics,resources, constraints

Needs,behaviorsInformation needs, audience types,expertise, experience,tasks,information seekingbehaviors

Structure, meaningDocument/data types,contentobjects, meta-information, existingstructure, future structure, volume

Context

ContentCommunity

IAIA

FindabilityFindability

Platinum Sponsor: Gold Sponsors:

Interaction,viewing, culling& networking

Native query &retrieval

Organization,browsing &parametricsearch

Interface

TaxonomySearch

FindabilityFindability

Platinum Sponsor: Gold Sponsors:

• Reduces cost of finding information • Reduces cost of finding wronginformation

• Reduces cost of not findinginformation

• Reduces reliance on documentation

• Reduces maintenance costs • Reduces training costs

• Reduces staff turnover • Reduces duplication of effort

• Increases sales • Increases product awareness

• Improves knowledge sharing • Improves brand loyalty

• Improves user experience • Supports business strategy

Platinum Sponsor: Gold Sponsors:

How Critical isHow Critical isFindability to YourFindability to Your

OrganizationsOrganizationsBusiness GoalsBusiness Goalsand Success?and Success?

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Rank the Criticality of Findability to theRank the Criticality of Findability to theFollowing Applications/Functional NeedsFollowing Applications/Functional Needs(Percentage of Ranking above Average:(Percentage of Ranking above Average:

Significant or Critical)Significant or Critical)

Platinum Sponsor: Gold Sponsors:

%%%%%

%%

%%%%

%%%

%

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How Well Is Findability Understood inHow Well Is Findability Understood inYour Organization?Your Organization?

WellUnderstood

&Addressed

VaguelyFamiliar

Not SureHow this isDifferent

from Search

No ClearUnderstanding

15%

38% 33%14%

Platinum Sponsor: Gold Sponsors:

How Would You Characterize YourHow Would You Characterize YourFindability Strategy?Findability Strategy?

ExclusivelyStrategy

1%

30% 33%

19%

MostlyStrategy

A BalancedApproach

Mostly Adhoc Usage

ExclusivelyAd hocUsage

Don't HaveOne

4%13%

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Finding the Information I Need to Do MyFinding the Information I Need to Do MyJob is Difficult and Time Consuming.Job is Difficult and Time Consuming.

StronglyAgree

15% 17% 1%

Agree Undecided Disagree StronglyDisagree

20%

47%

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Experience With the Consumer Web hasExperience With the Consumer Web hasCreated Demand for Improved EnterpriseCreated Demand for Improved Enterprise

Findability.Findability.

StronglyAgree

40%

14% 1%

Agree Undecided Disagree StronglyDisagree

3%

42%

Platinum Sponsor: Gold Sponsors:

ResearchResearch StrategyStrategy DesignDesign ImplementationImplementation AdministrationAdministration

Review existingmaterials togain high-levelunderstanding ofgoals/businesscontext, existingIA, content, &Intended audiences

Meetings withstrategy team, content owners, IT, users, stakeholders

Create conceptualframework forStructuring &organizing web siteHigh-level

Recommends:− IA Administration− Technology Integration− Top-down vs Bottom-up− Organization & Labeling Systems− Doc Type ID− Metadata field Definitions− Navigation System Design

Transform high-level strategy into an IA

The most “work”happens here:− Controlled vocabs.− Taxonomies− Thesauri− Metadata schema− Blueprints− Wireframes

Build, Test, Launch

Includes:− Organizing & Tagging Documents− Testing− Troubleshooting− Developing Documentation− Developing Training Programs

Evaluate & Improve

Day to Day Maintenance:(effort required tied directly to content churn)− Select & Evaluate new content− Classification management− Indexing management− CV & Thesauri management Periodic Evaluation/Updates

Continuous Evaluation & Improvement

Phase 1Phase 1 Phase 2Phase 2 Phase 3Phase 3 Phase 4Phase 4 Phase 5Phase 5

Platinum Sponsor: Gold Sponsors:

What Percentage of Your OrganizationsWhat Percentage of Your OrganizationsInformation is Searchable Online?Information is Searchable Online?

0-25%

47%

20%

26 - 50% 51 - 75% 76 - 100%

5%28%

Platinum Sponsor: Gold Sponsors:

How Critical is Security as a Component ofHow Critical is Security as a Component ofYour Organizations Findability Strategy?Your Organizations Findability Strategy?

Imperative

41%

18% 1%

Significant Undecided Disagree Not at All

6%34%

Platinum Sponsor: Gold Sponsors:

What are You Trying to Accomplish withWhat are You Trying to Accomplish withFindability in Your Organization?Findability in Your Organization?

•Broker expertise•Accelerate retrieval ofknown sources•Eliminate silos•Push-basedcommunication•Increase reuse ofcontent•Eliminate redundantactivity

•Raise awareness ofwhat we know•Reduce IT costs•Increase collaboration•Improve consistencyin communication•Enhanceeffectiveness ofcompliance &eDiscovery

Platinum Sponsor: Gold Sponsors:

What are the Impediments to Finding theWhat are the Impediments to Finding theRight Information in Your Organization?Right Information in Your Organization?•Poor search functionality•Poor navigation•Lack of adequate tagging•Inconsistency with how we tag content•Don't know where to look•Information not available

Platinum Sponsor: Gold Sponsors:

Culture, technologyBusiness models & goals,Corporate culture,technology, funding, politics,resources, constraints

Needs,behaviorsInformation needs, audience types,expertise, experience,tasks,information seekingbehaviors

Structure, meaningDocument/data types,contentobjects, meta-information, existingstructure, future structure, volume

Context

ContentCommunity

IAIA

FindabilityFindability

Platinum Sponsor: Gold Sponsors:

ResearchResearch StrategyStrategy DesignDesign ImplementationImplementation AdministrationAdministration

Review existingmaterials togain high-levelunderstanding ofgoals/businesscontext, existingIA, content, &Intended audiences

Meetings withstrategy team, content owners, IT, users, stakeholders

Create conceptualframework forStructuring &organizing web siteHigh-level

Recommends:− IA Administration− Technology Integration− Top-down vs Bottom-up− Organization & Labeling Systems− Doc Type ID− Metadata field Definitions− Navigation System Design

Transform high-level strategy into an IA

The most “work”happens here:− Controlled vocabs.− Taxonomies− Thesauri− Metadata schema− Blueprints− Wireframes

Build, Test, Launch

Includes:− Organizing & Tagging Documents− Testing− Troubleshooting− Developing Documentation− Developing Training Programs

Evaluate & Improve

Day to Day Maintenance:(effort required tied directly to content churn)− Select & Evaluate new content− Classification management− Indexing management− CV & Thesauri management Periodic Evaluation/Updates

Continuous Evaluation & Improvement

Phase 1Phase 1 Phase 2Phase 2 Phase 3Phase 3 Phase 4Phase 4 Phase 5Phase 5

Platinum Sponsor: Gold Sponsors:

Carl Frappaolo

Cfrappaolo@aiim.org.com

What Do You Think?What Do You Think?http://aiimMarketIntelligence.questionpro.comhttp://aiimMarketIntelligence.questionpro.com

ORORwww.www.aiimaiim.org.org