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Sam MeffordEnterprise Search Practice Lead
Avalon Consulting, LLC.
Changing ‘Hide and Seek’to ‘Index and Find’
© 2008, Avalon Consulting, LLCProprietary & Confidential
Changing ‘Hide and Seek’ to ‘Index and Find’
• Successful Search is Simple•Connect Users -> Information
• How to Implement•Education is key
© 2008, Avalon Consulting, LLCProprietary & Confidential
Successful Search is Simple
• Industry messaging too complex• Users want Information• How do we connect Users ->
Information?•Focus on the User needs•Focus on the Information•Focus on the UI!
Search Features UI
• OSFA is bad for the user• Constant innovation
distracting• Google is a bad & a good
example• Search Engines are not the
solution, they are a part of the solution
© 2008, Avalon Consulting, LLCProprietary & Confidential
Faceted NavigationFaceted NavigationFaceted NavigationFaceted NavigationFaceted NavigationFaceted Navigation
Focus on UI!
• What do Monster, Amazon, and Kayak have in common?•Faceted Navigation•Targeted Search Applications•User-Experience Driven
• Data from many sources well integrated
Faceted NavigationFaceted Navigation
Faceted NavigationFaceted Navigation
Faceted NavigationFaceted Navigation
© 2008, Avalon Consulting, LLCProprietary & Confidential
Focus on Information
• Organize index on user needs, not available sources• Mashups / Virtual Documents
• Increase the Signal (more right information)• Make it easier to add info—consider self-service• Audit—percent information searchable?
• Overcome the Noise (less wrong information)• Structured data powers faceted navigation• Extract structured data• Focused search applications• Custom relevancy
© 2008, Avalon Consulting, LLCProprietary & Confidential
Focus on User Needs
• Search Engine = Application platform•Search Engine != complete solution
• Give users the customized UIs they need
• Give users the information they need• Give users the speed they need• Give users the feedback loop they need
© 2008, Avalon Consulting, LLCProprietary & Confidential
How to Implement?
• Educate Search Decision Makers• Conduct Interviews• Present realistic plan• Set expectations of ongoing
improvement
© 2008, Avalon Consulting, LLCProprietary & Confidential
How to Implement?
Educate Search Decision Makers• Conduct Interviews• Present realistic plan• Set expectations of ongoing
improvement
© 2008, Avalon Consulting, LLCProprietary & Confidential
Educate Search Decision Makers
• Search is not a black box
•Evangelize great UI features like facets
•Explain indexing, query, results, security
• Use important initiatives to frame search capabilities
• Institutionalize search experience feedback loop
© 2008, Avalon Consulting, LLCProprietary & Confidential
How to Implement?
• Educate Search Decision MakersConduct Interviews• Present realistic plan• Set expectations of ongoing
improvement
© 2008, Avalon Consulting, LLCProprietary & Confidential
Typical Interview
• What search terms?• What expected results?• “payroll calendar”
•Received most recent calendar for another division
•Solution: sort by date, boost by user’s division
• “hedis access to care report”•No meaningful results•Solution: index reports, apply security
© 2008, Avalon Consulting, LLCProprietary & Confidential
Typical Interview, cont.
• “EBT”•No useful results•Solution: update synonyms from posted
list
• “performance evaluation forms”•want it to prompt “Did you mean:
performance agreement form”•Solution: custom key match (outside
search engine)
© 2008, Avalon Consulting, LLCProprietary & Confidential
How to Implement?
• Educate Search Decision Makers• Conduct InterviewsPresent realistic plan• Set expectations of ongoing
improvement
© 2008, Avalon Consulting, LLCProprietary & Confidential
Present a Realistic Plan
• Take time to match user needs to available features
• Start with search applications, not Enterprise Search
• Plan for IA, L&F, UI Toolkits, SSO, SEO, CM, UAT
© 2008, Avalon Consulting, LLCProprietary & Confidential
How to Implement?
• Educate Search Decision Makers• Conduct Interviews• Present realistic planSet expectations of ongoing
improvement
© 2008, Avalon Consulting, LLCProprietary & Confidential
Set Expectations of Ongoing Improvement
• Benchmarking & measurement• Include feedback forms & user surveys
• Search Center of Excellence•Bandwidth to focus•Experience•Ongoing evangelism & education
• Governance Committee(s)
© 2008, Avalon Consulting, LLCProprietary & Confidential
Conclusion
• Search is Simple•Connect Users -> Information = UI
• Search Engine is a part of the solution
• Education is key• Search nirvana is available NOW
Contact Info: Sam MeffordEnterprise Search Practice Lead