comperio search breakfast...
TRANSCRIPT
![Page 1: Comperio Search Breakfast Seminarblog.comperiosearch.com/wp...Search-Strategy-by-Comperio-Search.pdf · Comperio Search Breakfast Seminar Job Maelane John Thompson. SPRINT 0. Designing](https://reader034.vdocument.in/reader034/viewer/2022043004/5f87b49288006d77a76ca2d0/html5/thumbnails/1.jpg)
OSLO STOCKHOLM LONDON
Comperio SearchBreakfast SeminarJob Maelane
John Thompson
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SPRINT 0
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Designing solutions is not an egotrip
Best Solution Business Goals
TechnologyUser Needs
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Goal – Be Prepared
• Business: – Know that we are providing a valuable solution
• Users – Know that what we build is useful for users
• Information: – Know that we provide efficient and transparent /
structured access to the right information
• Technology: – Know that we estimate and prioritise appropriately
and deliver according to plan in terms of risks and costs
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5 Different Design Processes. What is Yours?
Unintended Design
Self Design
Seen-It-All Design
Activity-Focused Design
User-Focused Design
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Sprint 0 - Roadmap
Design Final Report
Concept Development
Technology Design
Interaction Design
Business Goals
User Needs
Technological Opportunities
Product Backlog
Analyse
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Sprint 0: Overall Organisation of Activites
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Analysis
Recommended Activities
• Analysis of existing work
• Stakeholder meetings
• User Interviews
• Technology Assessment
• Research
Required Resources
• Representatives for
• Business
• Users
• IT administration
• Existing documentation
Key Deliverables
Personas
User Stories
Data Source Inventory
Cost/Benefit Considerations
ROI analysis
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Recommended activities
• Modelling of searchable
information objects
• Task Analysis
• Drawing of concept sketches
Required resources
• Representatives for
• Users
• IT management
• Example documentation
Concept Development
Key DeliverablesInformation Model
Process Models
Concept Sketch
Interactive concept demo
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Recommended activities
• Drawing of screens
• User testing of screenshots of
selected user
Required resources
• Representatives for
• Users
Interaction & Graphic Design
Key DeliverablesWireframes
Interactive Prototypes
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Recommended activities
• Analyse & prototype
integration with selected
source systems
• Scaling of hardware
• Prioritise the order of
integration of source systems
Required resources
• Representatives for
• IT management
• System access
• Login
• Integration points
Technology Design
Key DeliverablesMetadata Model
System Architecture
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Final Report
• The analysis and
design deliverables
• The initial product
backlog ready for
implementation
project
• Plan for Quick Win
and subsequent
phases
SprintDaily
Scrum
Sprint
BacklogWorking functionality
demonstration
Product backlogBacklog
selection
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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INFORMATION MANAGEMENT STRATEGY
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Analysis of existing systems
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Current Information Management Strategy
• Non-existent
• Out of date
• Rarely utilised
• New
• Currently upgrading
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Current Information Management Strategy
• Analysis of existing:
– Query Logs (top 10 queries etc.)
– Search usage (search traffic etc.)
– Search behaviour (search health, abandoned
searches etc.)
– User characteristics
– Organisation’s enterprise knowledge systems
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Current Information Management Strategy
• Analysis of:
– Existing content source
– New content source (Not indexed)
– Legacy systems
– Third party systems
• Identify what is relevant vs irrelevant
• Identify common metadata elements between separate
content sources
• Build relationships and\or links between content sources
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Steps to developing an Information Model for search
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Steps to developing an Information Model for search
• Identify all the relevant content sources
• Identify which metadata needs to be indexed
• Identify related content source for content
enrichment
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Steps to developing an Information Model for search - People
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Steps to developing an Information Model for search - People
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Steps to developing an Information Model for search - People
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Steps to developing an Information Model for search
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Integration Points
• In order to build a good information model,
content needs to be linked or associated.
• SharePoint 2013 provides a content enrichment
stage where the ability to lookup and further
enrichment and\or tag content is made possible.
AnalysisConcept
DevelopmentInteraction
DesignTechnology
DesignFinal
Report
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Integration Points
• Content Enrichment Web Service
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USER EXPERIENCE
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User interview summary
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Challenges with Search……from the user perspective
• “Too many results”
• “I cant find anything”
• “Not enough options on search page”
• “Results are not relevant”
• “Inconsistent and disjointed user experience”
• “Little confidence in finding relevant knowledge”
• “Want ONE search”
• “Search is not intuitive”
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Challenges with Search……from the IT\business perspective
• “Search has been abandoned”
• “No ROI”
• “Business productivity and collaboration is
severely hampered by poor search capabilities”
• “Search is complex to manage”
• “No internal search expertise”
Analysis Concept Development
Interaction Design
Technology Design
Final Report
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Analysis Concept Development
Interaction Design
Technology Design
Final Report
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INFORMATION SEEKING MODES
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Strategy to establish the information marketplace
• Discover the search modes of the user.
– Precision search
– Explorative Search
– Overview Search
– Repetition Search
• Implement Search patterns that fit the modus
• Tap into mental models
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Information Seeking Modes
• Precision– Fact finding
– Usually short lived tasks
– Completed over a single session
– Example: weather, taxi, phone
number, citrix
Precision - Exploratory/Discovery - Overview - Repetition/Re-Finding
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Information Seeking Modes
• Exploratory/Discovery– Have some idea of what they need to know
– May take a length of time
– Not clear when the task is completed and there is not always one
specific answer
– Example: Looking for or researching information on a new topic, finding
information to help deliver a training course
Precision - Exploratory/Discovery - Overview - Repetition/Re-Finding
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Information Seeking Modes
• Overview– Serendipitous task where users do not
often know exactly what they need to
know.
– Users are led by the search results, e.g.
best bets or promoted content.
– Example: User may need to know about
available library books on the topic of
search driven apps but may come
across a classroom training that they
can register for. Best Bets
Precision - Exploratory/Discovery - Overview - Repetition/Re-Finding
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Information Seeking Modes
• Repetition/Re-Finding– Users searching for information they know is available or have seen
before
– Example: Searching for a document because you placed it on the
system but cannot remember where.
Precision - Exploratory/Discovery - Overview - Repetition/Re-Finding
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Wireframes
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APPLICATION MANAGEMENT & SEARCH GOVERNANCE
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Application Management Service
• AMS
• Search Service Desk
• Search System Monitoring
• Search Analytics
• Training of Users
• Revisit relevancy models
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PROJECT METHODOLOY
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Approach
• Identify Quick Wins first!!!
• Agile Methodology
– Product Backlog
– Number of Phases• Each phase 3-4 Development Sprints
• Each Sprint consisting of – Sprint Backlog
– 3 Steps
» Step1 Crawl & index content
» Step 2 User Testing
» Step 3 Adjust search experience
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Project Methodology
Sprint
0 Sprint
1 Sprint
2 Sprint
3 Sprint
4 Sprint
5 Sprint
6 Sprint
7 Sprint
8 Sprint
9
PROJECT PHASES
Sprint
10 Sprint
11
Deploy
DeployDeploy
Sprint
nSprint
n
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THANK YOU