SharePoint Search for Dummies
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SharePoint Search for Dummies Real World Value through SharePoint “Enterprise Search” Case Studies Joel Oleson Director Enterprise Search Strategy BA Insight @joeloleson
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SharePoint Search doesn't have to be difficult. It is worth your investment. Out of the box search is insufficient and requires tuning. With a proper Enterprise Search Strategy you can outline your strategy around context, UX, metadata, and longer term management and maintenance. This was delivered at SharePoint Congres in Amsterdam.
Transcript of SharePoint Search for Dummies
SharePoint Search for DummiesReal World Value through SharePoint “Enterprise Search” Case StudiesJoel OlesonDirector Enterprise Search StrategyBA Insight@joeloleson
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
Who Am I?
Passionate About• Search
• SharePoint
• Search-based applications
• Community
• Travel
Connect@joeloleson
CollabShow.com
TravelingEpic.com
End User Search Tips for SharePoint
Building the Business Case for Enterprise Search
Real World Value in SharePoint Search Case Studies
Wrap up and Q&A
Agenda
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“We live in the age of Data Explosion, Big Data is our reality and Findability is the key competitive advantage any leading organization will have…
Free Text Queries
– Word
– Multi word (default will AND words)
– Phrase (in quotes)
Boolean
– AND, OR, NOT
Wildcard Search
– search fed*
– "micro*" finds documents that contain "Microsoft" or "microchip“
Default Search sorted by Relevancy
Search User Tips
Property Search
– author:"William Zuckermann“
– Filetype:pptx
– filename:”search”
– title:”search”
– Property Operators :=<>..
Proximity
– NEAR: <expression> NEAR(n=4) <expression>
– Acquisition NEAR debt
Keyword Query Language (KQL) to enter advanced queries directly in the search box, like this: ("wind farms" OR "solar panels") AND (title:"innovations" OR title:"technologies")
Search Tips Cont.
Building the Case for SharePoint Enterprise Search
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Enterprise search projects often fail because they do not meet users’ expectations and do not deliver a remarkable user experience.
Consumer search experience sets a high bar for search user experience
Killer Apps are Search Apps
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71% percent of Company executives say Search is VITAL or Essential to their day to day business…
Why do only 18% have cross repository search capabilities?
- AIIM 2014 Findability Survey
What do you think you are searching here?
The entire World Wide Web?
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2013 Revenue of more than $11 Billion
Over 60,000 Employees Worldwide
Strategic Priority: First Call Resolution– 15 different content sources (ERP, CRM, KB’s etc.)
– System permissions prevent CSR’s from quickly addressing customer issues
SharePoint 2013+ Connectors to Content Sources to Streamline Access
Case Study: ADP
What is an Authoritative Source?
Sponsored Results
They have learned to only index authoritative sources
Context Matters for Great Search Experiences
Users need to find different information depending on their role , location, responsibility
and task at hand
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Marketing Sales ProcurementConsulting Research HR / LegalIT SupportProduction
2013 Revenue $28.6 Billion, 289,000 Employees
Consultants are Target Users
High Degree of Domain Expertise, Low Search Sophistication
Rigorous adherence to selection of authoritative content and tagging
UX Optimized for Audience
Case Study: Accenture
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Refinement promotes Precision
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If the product can’t be found, does the product exist? If the feature can’t be found, does the feature exist?
34 percent of the sites don’t return useful results when users search for a model number or misspell just a single character in the product title.”- 2014 study by Baynard Institute
The New Role of Taxonomy at P&G
“Dawn”
Product PersonTime of Day
Query Disambiguation
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2013 Revenue over $84 Billion
121,000 Employees
Legacy Approach to Data Classification Did Not Satisfy User Population
– Product Search was Key Driver
Implemented Hybrid Taxonomy Based on Common UX – Simple to manage
– Intuitive for users
Case Study: P&G
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Is Metadata more powerful than content?
Stewart Baker, former general counsel of the NSA, said last year: "Metadata absolutely tells you everything about somebody's life. If you have enough metadata, you don't really need content."
Searches Need to be Precise for Best Results
“sales forecast” OR (“sales“ NEAR “forecast”) AND (author:”William Zuckermann") AND (format:”XLS”) OR (format:”XLSX”)
Give me a search box and I will formulate my own query to find it
Users with a combination of high technical / high domain expertisewill achieve the best search results.
search
The New Role of Taxonomy – Noise Reduction
Eliminate Noise from Queries
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2013 Revenue $4.2 Billion, 4500+ Stores
ACENET: Online Product Search and Ordering – Poor UX was an impediment to franchisees doing business
– Delivery of new ACENET is Key 2014 Initiative from CEO Letter
Case Study: Ace Hardware
Ace Hardware – BeforeAce Hardware – … After
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Mobile First – Responsive UI
Search Driven – Find a doctor, Find a location
marshfieldclinic.org/Doctors
Demo: Marshfield Clinic
SharePoint Enterprise search is the right investment
Search is the killer app…
Know your users – Context is everything
You MUST have a metadata strategy
UX including visual refinement is essential
Key Takeaways
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