Taxonomy, Analytics, and Governance

TAXONOMY, ANALYTICS, AND GOVERNANCEPRESENTATION BY: ANGELA PITTS & MARY LITTLE

TABLE OF CONTENTS

1 INTRODUCTION THE TOPIC & PRESENTERS

2 PRESENTATION OVERVIEW

3 GROCERY STORE ANALOGY

4 TAXONOMY DEFINITION & BEST PRACTICES

5 USING ANALYTICS FOR TAXONOMY MAINTENACE

6 AN AGILE APPROACH TO GOVERNANCE

7 CLOSING REMARKS

SPEAKER INTROS

ANGELA PITTSSenior Consultant, Knowledge Management

• Agile Project Management

• Specializing in agile

methodology, information

architecture, and user

experience

• Certified Project Management

Professional (PMP), Scrum

Master (CSM), and Product

Owner (CSPO); Master's

Degree in Organizational

Management

• Knowledge Management and

Information Technology

Project Management

• Specializing in taxonomy,

content strategy, strategy &

design, and user experience

• Certified Project Management

Professional (PMP); Master’s

Degree in Library ScienceMARY LITTLE

Senior Consultant, Agile Transformation

@littlemsmary@ahowzep

OVERVIEW

Learn best practices in

taxonomy design

Understand how analytics

should guide taxonomy

design and maintenance

Learn how to take an agile

approach to taxonomy

governance

You can find everything you’re looking for

The environment is designed to accommodate the

way you search

Your favorite items are available

Your final transaction was quick and easy

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WHAT CREATES A GREAT GROCERY SHOPPING EXPERIENCE?

Items are well organized and the signs are up-to-date

You discover things you like, but weren’t necessarily

looking for

PART 1:

Taxonomy BasicsPART 1:

TAXONOMY

Taxonomy Basics

Usages

Capture terms used to describe concepts

Manage how objects and information can flow

through systems

Present items to the end-user

Provide the greatest amount of consistency for

assigning metadata to objects so that they can be

found and discovered.

Definition

Taxonomy

Controlled vocabularies used to describe or characterize

explicit concepts of information, for purposes of capture,

management, and presentation.

TAXONOMY APPLICATIONS

Taxonomy for front-end

navigation

Taxonomy for back-end

management

Taxonomy for product or

content management

FINDABILITY

THE VALUE TAXONOMIES OFFERS

USABILITY

Taxonomies enable findability and discoverability for greater usability and end

user satisfaction.

DISCOVERABILITY

BACKEND VS. FRONT END

TAXONOMY BEST PRACTICES

1. Define and document

your purpose

5. Deconstruct

your taxonomy

2. Focus on the

end-user

6. Leverage existing

information

3. Understand the

publishing process

8. Plan for the

long-term

4. Use the simplest

language possible

7. Leverage

governance

http://enterprise-knowledge.com/taxonomy-design-best-practices/

PART 2:

Analytics

HYBRID APPROACH TO USING ANALYTICS

WORKSHOPS, INTERVIEWS,

& FOCUS GROUPS

CONTENT ANALYSIS

TAG DISTRIBUTION

EXISTING TAXONOMIES

USAGE ANALYTICS

Top Down Approaches

Human-driven

Natural language

Bottom Up Approaches

Describing the corpus

Interactions with the corpus

CONTENT ANALYSIS

TAG DISTRIBUTION

COMPARING TAXONOMIES

USAGE ANALYTICS

EXISTING

TAXONOMIES

COLLEGIAL/

COMPETITIVE

TAXONOMIES

Taxonomies that already

exist and are in use.

Taxonomies that are being

used by other similar

enterprises.



& FOCUS GROUPS

CONTENT ANALYSIS

TAG DISTRIBUTION

EXISTING TAXONOMIES

USAGE ANALYTICS



& FOCUS GROUPS

CONTENT ANALYSIS

TAG DISTRIBUTION

EXISTING TAXONOMIES

USAGE ANALYTICS

What terms are not in your

taxonomy?

What are your high frequency

taxonomy terms?



& FOCUS GROUPS

CONTENT ANALYSIS

TAG DISTRIBUTION

EXISTING TAXONOMIES

USAGE ANALYTICS

Are your terms too general or

too specific?



& FOCUS GROUPS

CONTENT ANALYSIS

TAG DISTRIBUTION

EXISTING TAXONOMIES

USAGE ANALYTICS

01Most Frequently Searched Terms

Lists the most commonly searched

terms.02

Search Depth

Average number of pages a visitor

view after performing a search.

03Bounce Rate

Percentage of visitors who navigate

away from the site after viewing

only one page.

04 Stale Content

Lists the content that has not been

viewed recently (e.g. in the past

year).

05Search Refinement

The number of times a visitor

searched and then performed

another search.

06Time After Search

How many searches made before

reaching a desired page.



& FOCUS GROUPS

PART 3:

GOVERNANCE

GOVERNANCE

Continuous Delivery

Everyone is responsible.

Build in quality.

Computers perform repetitive tasks. People solve

problems.

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5 Relentlessly pursue continuous improvement.

Work in small batches.

https://continuousdelivery.com/principles/

IN SUMMARY

SUMMARYTaxonomy: Capture terms and concepts, analyze their

usefulness, and manage how they’re used in different

contexts.

An Agile and User-Centric Approach: Design and manage

your taxonomies so that they meet user needs.

Governance: Establish a process to

keep your taxonomies up-to-date.

Analytics: Make fact-based

decisions about taxonomies.

WE’LL ANSWER QUESTIONS NOW

Q A&

THANKS FOR LISTENING

Q & A SESSION

CONTACT

@littlemsmary

/mary-little-pmp-280275a

@ahowzep

/angela-pitts-pmp-9779057

mlittle@enterprise-

knowledge.cmapitts@enterprise-

knowledge.com

www.enterprise-knowledge.com

Taxonomy, Analytics, and Governance

Internet

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