Enterprise Search in Practice: A Presentation of Survey Results and Areas for Expert Guidance

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GILBANE BOSTON 2012 Enterprise Search in Practice: A Presentation of Survey Results and Areas for Expert Guidance

description

The presentation has two main focuses. First, to present some interesting and sometimes rather contradicting findings from the Enterprise Search and Findability survey 2012. Second, to introduce an holistic approach to implementing search technology involving five different aspects that are all important to succeed and to reach findability rather than just the ability to search. Presented at Gilbane Conference 2012 in Boston USA on the 28th of November by Mattias Ellison.

Transcript of Enterprise Search in Practice: A Presentation of Survey Results and Areas for Expert Guidance

Page 1: Enterprise Search in Practice: A Presentation of Survey Results and Areas for Expert Guidance

GILBANE BOSTON 2012

Enterprise Search in Practice:

A Presentation of Survey Results and Areas for Expert Guidance

Page 2: Enterprise Search in Practice: A Presentation of Survey Results and Areas for Expert Guidance

Agenda

• The Enterprise Search and Findability Survey

• Survey results

• From Search to Findability – A holistic approach

• Concluding findings

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• Founded 2005 in Sweden

• Fast growing consultancy company

• Focus on search and Findability solutions

• Leverage business value with search technology

• Technology independent – both proprietary and open source

• Offices in the Nordic countries, Poland and Australia

• +200 customers world-wide, US presence since 2011 (SF)

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ENTERPRISE SEARCH AND

FINDABILITY SURVEY

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About the survey

• Annual survey initiated in 2012

• Aimed at practitioners (with responsibility for search)

• Increase understanding in the benefits, problems and

trends in enterprise search

• The 2013 survey will open in January/February

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Survey respondents and demographics 2012

• 170 respondents globally

• 28 countries

• Europe: 59.4% (101 respondents)

• North America: 22.3% (38 respondents)

• 60.8% > 1000 Employees

• North America: 71.1% global orgs

• Search vendors and integrators excluded

Hope to double the number of respondents in 2013!

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SURVEY RESULTS 2012

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Is it easy to find the right

information within your organization today?

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59.5% Moderately or very

hard

14.0% Fairly or very easy

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Do you have multiple

content repositories?

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50.7% Multiple repositories

63.6% Multiple repositories

North America:

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What are the obstacles to finding the right information?

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63.4% Poor Search Functionality

50.0% Lack of adequate tags

51.4% Inconsistency in how we tag content

52.1% Don't know where to look

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North America

48.6% Poor Search Functionality

62.9% Lack of adequate tags

65.7% Inconsistency in how we tag content

54.3% Don't know where to look

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What is the level of satisfaction with search?

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19.6% Mostly or very

satisfied

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How to meet the search challenge?

Hard to find information

Multiple repositories

Low awareness of where to look for information

Poor search functionality

Low satisfaction with search

We need to address multiple aspects to reach Findability

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– a holistic approach to work and succeed with search

Simple search

Search driven Findability Search technology - platform & functionality

Organisation - ownership & governance

Information - quality & structure

Users - needs & capabilities

Business - needs & goals

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BUSINESS

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How critical is finding the right information to your business

goals and success?

75.0% Imperative or

significant

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Best Practice from the Business perspective

• Identify and analyze Findability barriers related to existing

business goals and strategies

• Map application areas for search (e.g. intranet search,

people search, product search)

• Define clear Findability goals for search applications

• Define targeted KPI’s and measure the solution effects

• Establish an organization wide strategy and roadmap to guide and prioritize search investments

Business - needs & goals

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What’s the primary goal for utilizing

search technology?

86.6% Accelerate retrieval of known

information sources

70.6% Improve re-use of content

(Information/ knowledge)

67.3% Increase collaboration

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Do you have a search strategy in place?

14.2% Yes

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Is there a budget for search?

60.5% No or don’t know

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Do you calculate

ROI/TCO for search?

62.1% No

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Are there any KPIs for search?

58.6% No

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USERS

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Best Practice from the User perspective

• Get to know your users and their Findabilty needs

• Make sure your solution is easy to use

• Perform continuous usability evaluations, like usage tests and expert evaluations

• Make sure users find what they are looking for

• Enable feedback loops for complaints, feedback and praise

Users - needs & capabilities

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Have you defined user target groups when designing your search application interfaces?

30.5% Yes

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Do you perform user experience tests?

18.1% Regularly

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Can users provide feedback?

72.3% Yes + Planned

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INFORMATION

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Best Practice from the Information perspective

• Identify and analyze information sources to be integrated in search

• Establish a content life cycle process to clean up, archive or delete outdated/irrelevant information

• Establish taxonomies and a common metadata standard

• Ensure Findability and good quality of information by adding structured and suitable metadata

• Help publishers get started with processes for better findability

Information - quality & structure

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Is there an owner of information in your organization?

29.5% Yes

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Is there a content lifecycle management process in place?

52.9% No

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Is there a standard for what metadata to use?

North America

26.9% Yes

23.1% Planned 2012/13

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Do you have a taxonomy in place in the organization?

60% No

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ORGANIZATION

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Best Practice from the Organization perspective

• Allocate resources!

• Establish an organization to manage, maintain and develop search over time

• Define processes and ownership for Business, Technical and Editorial governance

• Perform Search Analytics to understand and act on user behavior

• Create easy to use administration interfaces

• Perform training, end-user and editorial

Organisation - ownership & governance

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Do you analyze search logs?

58.3% Yes

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Number of employees working with search?

50.4% Less than One

North America

29.0% Less than One

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Who owns search?

57.6% IT

North America: 78.8% IT

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Who takes the final decision regarding search?

70.9% IT

North America: 87.9% IT

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SEARCH TECHNOLOGY

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Best Practice from the Technology perspective

• Select a search platform that is aligned with business needs (search strategy)

• Utilize the full potential of the selected platform

• Design your architecture with the Findability roadmap in mind (search-as-a-service)

• Avoid multiple search solutions (if possible)

Search technology - platform & functionality

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Do you use the same search solution both inside and

outside the firewall?

30.4% Yes

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Technology not featured in the 2012 report

• In-depth technology questions included in the survey

• Only 55% respondents

• Too small data set to include in the 2012 report

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CONCLUDING FINDINGS

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The large majority state that…

• Finding information is business critical

• Users don’t know where to look for information

• Search functionality is poor

• Satisfaction with search is low

…and yet there is often

• No strategy

• No budget …for search

• No resources

?

CONTRADICTORY FINDINGS…

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The number of Full Time Equivalents (FTE) is 1-2 or more.

what the Very Satisfied DO

LEADING ORGANIZATIONS

have a taxonomy in place

67%

have metadata standard

83% do usage testing regularly

50%

have feedback functionality

84%

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Mattias Ellison

[email protected]

+46 703 326932