Angela Pitts & Mary Little delivered this presentation at the KM Showcase at the Sheraton Tysons Hotel, Tysons, VA on December 1, 2016. The event was hosted by the KM Institute and sponsored by Enterprise Knowledge. Presentation Overview Analytics is a critical tool that allows business owners to make fact-based decisions about taxonomies. Taxonomy management involves capturing terms and concepts, analyzing their usefulness, and managing the employment of the concepts and terms within different contexts. Angela and Mary present best practices on design and maintenance of taxonomies, as well as discuss the role of the governance plan. The presentation focuses its discussions around the broad areas of design methodology. Angela and Mary share sustainable methods for maintaining taxonomies and integrating changes into their systems design processes. What You Will Learn: • Best practices for taxonomy management • How to use analytics to drive continuous improvement of the taxonomy • How to make taxonomy governance plans work in an agile environment.

1. TAXONOMY, ANALYTICS, AND GOVERNANCE
PRESENTATION BY: ANGELA PITTS & MARY LITTLE

2. 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

3. SPEAKER INTROS
ANGELA PITTS
Senior 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 Science
MARY LITTLE
Senior Consultant, Agile Transformation
@littlemsmary@ahowzep

4. 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

5. 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

6. PART 1:
Taxonomy Basics
PART 1:
TAXONOMY

7. 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.

8. TAXONOMY APPLICATIONS
 Taxonomy for front-end
navigation
 Taxonomy for back-end
management
 Taxonomy for product or
content management

9. FINDABILITY
THE VALUE TAXONOMIES OFFERS
USABILITY
Taxonomies enable findability and discoverability for greater usability and end
user satisfaction.
DISCOVERABILITY

10. BACKEND VS. FRONT END

12. 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/

13. PART 2:
Analytics

14. 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

15. 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.
HYBRID APPROACH TO USING ANALYTICS
WORKSHOPS, INTERVIEWS,
& FOCUS GROUPS

16. CONTENT ANALYSIS
TAG DISTRIBUTION
EXISTING TAXONOMIES
USAGE ANALYTICS
HYBRID APPROACH TO USING ANALYTICS
WORKSHOPS, INTERVIEWS,
& FOCUS GROUPS

17. CONTENT ANALYSIS
TAG DISTRIBUTION
EXISTING TAXONOMIES
USAGE ANALYTICS
What terms are not in your
taxonomy?
What are your high frequency
taxonomy terms?
HYBRID APPROACH TO USING ANALYTICS
WORKSHOPS, INTERVIEWS,
& FOCUS GROUPS

18. CONTENT ANALYSIS
TAG DISTRIBUTION
EXISTING TAXONOMIES
USAGE ANALYTICS
Are your terms too general or
too specific?
HYBRID APPROACH TO USING ANALYTICS
WORKSHOPS, INTERVIEWS,
& FOCUS GROUPS

19. CONTENT ANALYSIS
TAG DISTRIBUTION
EXISTING TAXONOMIES
USAGE ANALYTICS
01
Most Frequently Searched Terms
Lists the most commonly searched
terms.
02
Search Depth
Average number of pages a visitor
view after performing a search.
03 Bounce 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).
05
Search Refinement
The number of times a visitor
searched and then performed
another search.
06
Time After Search
How many searches made before
reaching a desired page.
HYBRID APPROACH TO USING ANALYTICS
WORKSHOPS, INTERVIEWS,
& FOCUS GROUPS

20. PART 3:
GOVERNANCE

21. 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/

22. IN SUMMARY

23. SUMMARY
Taxonomy: 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.

24. WE’LL ANSWER QUESTIONS NOW
Q A&
THANKS FOR LISTENING
Q & A SESSION

25. CONTACT
@littlemsmary
/mary-little-pmp-280275a
@ahowzep
/angela-pitts-pmp-9779057
mlittle@enterprise-
knowledge.cm
apitts@enterprise-
knowledge.com
www.enterprise-knowledge.com