Category Archives: Information management

Presentation: Enterprise Search – Simple, Complex and Powerful

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Every second, more and more information is created and stored in various applications. corporate websites, intranets, SharePoint sites, document management systems, social platforms and many more – inside the firewall the growth of information is similar to that of the internet. However, even though major players on the web have shown that navigation can’t compete with search, the Enterprise Search and Findability Report shows that most organisations have only a small or even a non-existing budget for search.

Web Search and Enterprise Search

Web search engines like Google has made search look easy. For enterprise search, some vendors give promises of a magic box. Buy a search engine, plug it in and wait for the magic to happen! Imagine the disappointment when both search results and performance are poor and users can’t find what they are looking for…

When you start planning your enterprise search project you soon realize the complexity and challenge – how do you meet the expectations created by Google?

The Presentation

This presentation was originally presented at the joint NSW KM Forum and IIM September event in Sydney, Australia by Mattias Brunnert. It contains topics as:

  • Why search is important and how to measure success
  • Why Enterprise Search and Information Management should be friends
  • How to kick off your search program

Presentation: The Why and How of Findability

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“The Why and How of Findability” presented by Kristian Norling at the ScanJour Kundeseminar in Copenhagen, 6 September 2012. We can make information findable with good metadata. The metadata makes it possible to create browsable, structured and highly findable information. We can make findability (and enterprise search) better by looking at findability in five different dimensions.

Five dimensions of Findability

1. BUSINESS - Build solutions to support your business processes and goals

2. INFORMATION - Prepare information to make it findable

3. USERS - Build usable solutions based on user needs

4. ORGANISATION - Govern and improve your solution over time

5. SEARCH TECHNOLOGY - Build solutions based on state-of-the-art search technology

Findability, a holistic approach to implementing search technology

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We are proud to present the first video on our new Vimeo channel. Enjoy!

Findability Dimensions

Successful search project does not only involve technology and having the most skilled developers, it is not enough. To utilise the full potential and receive return on search technology investments there are five main dimensions (or perspectives) that all need to be in focus when developing search solutions, and that require additional competencies to be involved.

This holistic approach to implementing search technology we call Findability by Findwise.

Content Choreography?

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Is getting the right content to the right users and customers a priority for you and your organisation? Do you drown in too much information? With some insight into how to manage content your answer is probably “Yes!”.

Today we have loads of channels to choose from, e-mails, internet/intranets, Yammer feeds, blogs and different collaboration platforms and social media services. Some content is more beneficial in one channel and other content in another channel. But how do you make sure the right information reaches the right users, in the right channels?

Content Choreography aims to handle all that; Content, strategy, format and delivery.

We need to tailor the user/customer experience in order to achieve good Findability. How? Taxonomy, Metadata and Search!
Taxonomy to ensure that we speak the same language, metadata to classify the content to fulfill a certain task or objective and search to deliver it to the right channel.

Need more information about Content Choreography?
Join us in our joint seminar with KnowIT, Nov 22nd: Future Choreography of Content Management, where Seth Earley – CEO at Early Associates will speak about Content Choreography – The Art of Dynamic Web Content. Seth Earley have more than 20 years experience in the field and is a very eloquent and interesting speaker. He will share his thoughts and ideas gathered from a number of large customers worldwide.

More information and registration can be found here.

Metadata in Focus for Our Findability Solution

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Last week Kristian Norling wrote a blog post about how they work with metadata at Västra Götalands Regionen (VGR). In the beginning of his post he states that metadata is boring, but extremely useful. A teacher in statistics that I had in college used to say that statistics is the most boring thing there is. It’s the things that you can do with statistics that makes it really interesting. So I agree with both of them, the metadata (or statistics) in itself is quite boring, but the things you can do with it is what makes it all worth it. The quality and structure of information must also be in focus when creating Findability solutions that aim to provide easy access to all information inside and outside the firewall.

Findwise is currently working on improving our findability solution which is our intranet. When we investigated our own business and user needs we learned that there is a need for a more flexible way of organizing information so it can be found from different entrypoints as well as in different contexts. Therefore one of the things at the heart of our intranet (except the search functionality off course) is metadata. As a fast growing  (and changing) company we find it hard to create and maintain one single information hierarchy that is intuitive and self-evident to all our employees.  Instead we are working with a taxonomy with a simple set of categories and concepts. All content is tagged with what, where and who.

Who describes which people or groups are allowed to see a document. It can be everyone, a single person or a group of people such as the finance department, or a project team. Since knowledge sharing is very important for our organization most of the information is open for everyone to see and use.

Where describes which sites the content should be visible on. A single document can be visible on several sites. So if contact details for a customer is relevant to show on several projects for that customer the same content can be displayed on all the different project sites, without us having to store duplicate versions of the content.

What describes the concepts the content relates to. These concepts include customers, projects, products & competences, information types as well as categories that are created through the means of user generated tagging. This way one single document does not have to belong to one specific site or folder, but can be displayed in several different and all relevant locations on the intranet. Thanks to this use of metadata it is also possible to use the different categories for search and faceted navigation. For example I can view all design specifications from different customer projects that include the concept faceted navigation, or all information about how to work with search analytics with the search platform Autonomy IDOL. The concepts and the information becomes the focus instead of the location where it is stored.

In the first stage this will be done manually as content is added to the intranet. In the future it would also be of interest for us to utilize the same type of service that we developed for VGR, for our own content. But instead of using controlled vocabularies such as MeSH we use our own taxonomy and the power of search technology to suggest or automatically add appropriate customers, projects and categories for a document. A first step in this will probably be to use entity extraction techniques to identify and automatically tag already existing documents with concepts such as customers and search platforms.

We hope to share our experiences from this project with you in the future. In the mean while I recommend that you read Kristian’s post about how they use different types of keyword metadata at VGR.

Information Flow in VGR

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The previous week Kristian Norling from VGR (Västra Götaland Regional Council) posted a really interesting and important blog post about information flow. Those of you who doesn’t know what VGR has been up to previously, here is a short background.

For a number of years VGR has been working to give reality to a model for how information is created, managed, stored and distributed. And perhaps the most important part – integrated.

Information flow in VGR

Why is Information Flow Important?

In order to give your users access to the right information it is essential to get control of the whole information flow i.e. from the time it is created until it reaches the end user. If we lack knowledge about this, it is almost impossible to ensure quality and accuracy.

The fact that we have control also gives us endless possibilities when it comes to distributing the right information at the right time (an old cliché that is finally becoming reality). To sum up: that is what search is all about!

When information is being created VGR uses a Metadata service which helps the editors to tag their content by giving keyword suggestions.

In reality this means that the information can be distributed in the way it is intended. News are for example tagged with subject, target group and organizational info (apart from dates, author, expiring date etc which is automated) – meaning that the people belonging to specific groups with certain roles will get the news that are important to them.

Once the information is tagged correctly and published it is indexed by search. This is done in a number of different ways: by HTML-crawling, through RSS, by feeding the search engine or through direct indexing.

The information is after this available through search and ready to be distributed to the right target groups. Portlets are used to give single sign-on access to a number of information systems and template pages in the WCM (Web Content Management system) uses search alerts to give updated information.

Simply put: a search alert for e.g. meeting minutes that contains your department’s name will give you an overview of all information that concerns this when it is published, regardless of in which system it resides.

Furthermore, the blog post describes VGRs work with creating short and persistent URL:s (through an URL-service) and how to ”monitor” and “listen to” the information flow (for real-time indexing and distribution) – areas where we all have things to learn. Over time Kristian will describe the different parts of the model in detail, be sure to keep an eye on the blog.

What are your thoughts on how to get control of the information flow? Have you been developing similar solutions for part of this?

Metadata: What is it and What is it Good for?

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After reading a blog post explaining the word stemming, I started thinking about other words that are commonly used in a findability solution and might need some explanation. The word that first came to my mind was metadata which is inevitable when you’re talking about Findability. So what is Metadata and why do we need it?

According to Wikipedia, metadata is defined as data about data. That might sound a bit abstract, but what it means is that metadata provides a bit more information about some content whether it’s a piece of text, an image, a video or something else. For a text metadata can be the file format it’s stored as (plain text, word, pdf, etc) and for an image metadata can be the resolution of the image.

Metadata can be divided into different types. Exactly what the types are is not set but  I like to think of it as either a) technical or b) descriptive.

Technical metadata represents “hard” types assigned automatically by systems like file type, file size, creation date, encoding etc. Descriptive metadata represents more “soft” information assigned by humans like author, title, summary, keywords, category etc.

Technical metadata is often a finite set that can be common accross organisations, where descriptive metadata is more related to the organisation’s needs and structure.

So all this talk about metadata, why do we need to worry about this in a findability solution? Well, since metadata tells us a bit more about our content, we should use this to help our users to find their information quicker. I like to think that it can be used in at least three ways in a findability solution; relevance influence, navigation, and result presentation.

So if you define descriptive metadata that makes sense to the users in your organisation, they are very likely to assign them to content they are creating. When content has a high degree of metadata assigned you can use this to help users navigate to the content by using the metadata instead of a fixed folder-like structure. When searching, you can tune the relevance so that if the user’s query matches content in the metadata of the document, it is ranked higher than other documents.

The important thing about metadata is that if you can make users assign it to their content it can be used in many different ways and applications to help people find their content quickly.

Enterprise Search and Business Intelligence?

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Business Intelligence (BI) and Enterprise Search is a never ending story

A number of years ago Gartner coined “Biggle” – which was an expression for BI meeting Google. Back then a number of BI vendors, among them Cognos and SAS, claimed that they were working with enterprise search strategically (e.g. became Google One-box partners). Search vendors, like FAST, Autonomy and IBM also started to cooperate with companies such as Cognos. “The Adaptive Warehouse” and “BI for the masses” soon became buzzwords that spread in the industry.

The skeptics claimed that enterprise search never would be good at numbers and that BI would never be good with text.

Since then a lot a lot has happened and today the major vendors within Enterprise Search all claim to have BI solutions that can be fully integrated (and the other way around – BI solutions that can integrate with enterprise search).

The aim is the same now as back then:  to provide unified access to both structured (database) and unstructured (content) corporate information. As FAST wrote in a number of ‘Special Focus’:

“Users should have access to a wide variety of data from just one, simple search interface, covering reports, analysis, scorecards, dashboards and other information from the BI side, along with documents, e-mail and other forms of unstructured information.”

And of course, this seems appealing to customers. But does access to all information really make us more likely to take the right decisions in terms of Business Intelligence. Gartner is in doubt.

Nigel Rayner, research vice president at Gartner Inc, says that:

”The problem isn’t that they (users) don’t have access to information or tools; they already have too much information, and that’s just in the structured BI world. Now you want to couple it with unstructured data? That’s a whole load of garbage coming from the outside world”.

But he also states that search can be used as one part of BI:

“Part of the problem with traditional BI is that it’s very focused on structured information. Search can help with getting access to the vast amount of structured information you have”

Looking at the discussions going on in forums, in blogs and in the research domain most people seem to agree with Gartner’s view: enterprise search and business intelligence makes a powerful combination, but the integrations needs to be made with a number of things in mind:

Data quality

As mentioned before, if one wants to make unstructured and structured information available as a complement to BI it needs to be of a good quality. Knowing that the information found is the latest copy and written by someone with knowledge of the area is essential. Bad information quality is a threat to an Enterprise Search solution, to a combined BI- and search solution it can be devastating. Having Content Lifecycles in place (reviewing, deleting, archiving etc) is a fundamental prerequisite.

Data analysis

Business Intelligence in traditionally built on pre-thought ideas of what data the users need, whereas search gives access to all information in an ad-hoc manner. To combine these two requires a structured way of analyzing the data. If the unstructured information is taken out of its context there is a risk that decisions are built on assumptions and not fact.

BI for the masses?

The old buzzwords are still alive, but the question mark remains. If one wants to give everyone access to BI-data it has to be clear what the purpose is. Giving people a context, for example combining the latest sales statistics with searches for information about the ongoing marketing activities serves a purpose and improves findability. Just making numbers available does not.

enterprise search and business intelligence dashboard

Business intelligence and enterprise search in a combined dashboard – vision or reality within a near future?

So, to conclude: Gartner’s vision of “Biggle” is not yet fulfilled. There are a number of interesting opportunities for the business to create findability solutions that combines business intelligence and enterprise search, but the strategies for adopting it needs to be developed in order to create the really interesting cases.

Have you come across any successful enterprise search and business intelligence integrations? What is your vision? Do you think the integration between the two is a likely scenario?

Please let us know by posting your comments.

It’s soon time for us to go on summer vacation.

If you are Swedish, Nicklas Lundblad from Google had an interesting program about search (Sommar i P1) the other day, which is available as a podcast.

Have a nice summer all of you!

Enterprise Search 2.0?

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While visiting Enterprise Search Summit in San Jose I realized that enabling Enterprise 2.0 within enterprise search is the hottest trend at the moment. Is it Enterprise Search 2.0?

Andrew McAfee who coined the term Enterprise 2.0 and has released a book on the subject, spoke about how to use altruism to develop the enterprise. People are wired to help and if we stop obsessing about the risks and lower the bars for how people can help each other it is possible to make this work within a corporate environment.

He also spoke about how process control and how much workflow control. How much do we really need? Make it easy to correct mistake instead of making it hard to make them. With regards to innovation he pointed out that we need to question credentialism and build communities that people want to join. To leverage the intelligence aspects within the enterprise we should explore and experiment with collective intelligence such as prediction markets and open peer review processes. All in all make it easy for people to interconnect.

Very high improvement in access to knowledge, internal experts, satisfaction, increased innovation and customer satisfaction.

I also recommend to read Price Waterhouse Coopers Technology Forecast Summer 2008 to get a good overview of the available tools and technologies.

So how does this impact enterprise search? Search can be made to be the facilitator for Enterprise 2.0. Of course it is possible to index and make all blogs, wikipedias, tweets (yammer), online communities and social networks searchable, but that is only one way to make it this new environment more findable. If someone tweets or blogs about information we should use that information to impact on the search results and ranking. We could also track user behavior on a site to make certain information more visible with regards to implicitly expressed interests.