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@bramwessel @factorfirm factorfirm.com
For Enterprise Search
Preparing your
Information Ecosystem
Melinda
@bramwessel @factorfirm factorfirm.com
THE INITIAL
CHALLENGE
@bramwessel @factorfirm factorfirm.com
THE INITIAL
CHALLENGE
Visual of Taxonomy Topology
Bram
factorfirm.com
Visual of Taxonomy Topology
@bramwessel @factorfirm factorfirm.com
Cultivate a shared vision
of the desired future state.
Assessment.
Roadmap.

Modeling.
Assessment.
Roadmap.

Modeling.
ASSESSMENT
ASSESSMENT
ROADMAP
ROADMAP
@bramwessel @factorfirm factorfirm.com
MODELING
Enterprise
Marketing
Taxonomy
@bramwessel @factorfirm factorfirm.com
What about
Content?
@bramwessel @factorfirm factorfirm.com
What about
Content?
Enterprise
Content
Taxonomy
@bramwessel @factorfirm factorfirm.com
What about
Search?
Integrating Search 

into your Enterprise 

Information

Ecosystem
@bramwessel @factorfirm factorfirm.com
Campaign name game of operator.
@bramwessel @factorfirm factorfirm.com
Campaign name game of operator.
@bramwessel @factorfirm factorfirm.com
MEANING
MATTERS
@bramwessel @factorfirm factorfirm.com
Business Rules
Current business rules must be:

•Evergreen

•Continuously updated to reflect keyword variants found
in the search logs
@bramwessel @factorfirm factorfirm.com
MIND THE
GAPS
@bramwessel @factorfirm factorfirm.com
Business Rules
New business rules needed will be identified based on:

•Internally derived metrics of success for search

•Gaps between your enterprise taxonomies and business
rules

•Gaps between search log analysis and business rules
Current rule builder drop down
Creating Business Rules
Using metadata from the
Enterprise Taxonomies
to build Search rules
Creating Dynamic Search Facets
Presenting metadata
fields and their values
that allow user to drill
down on search results.
Current Filter:
Creating Dynamic Search Facets
Presenting metadata
fields and their values
that allow user to drill
down on search results.
Current Filter:
@bramwessel @factorfirm factorfirm.com
Strategic Requirements for Enterprise Search
•Business rule governance plans
•Current rule approval process
•Current EOL process
•Business rule decision tree (how to decide whether to
write a new rule)
•Term-level metrics of success for search (aka KPIs)
@bramwessel @factorfirm factorfirm.com
Strategic Requirements for Enterprise Search
•Business rule governance plans
•Current rule approval process
•Current EOL process
•Business rule decision tree (how to decide whether to
write a new rule)
•Term-level metrics of success for search (aka KPIs)
@bramwessel @factorfirm factorfirm.com
Requirements for incorporating EMT/ECT into future
Search platform Business rules:
•Ranking rules
•Query cleaning rules
•Definitions
•Dictionaries
•Common Phrases
•Dynamic Facets
•Auto-Complete Word List
@bramwessel @factorfirm factorfirm.com
Requirements for incorporating EMT/ECT into future
Search platform Business rules:
•Ranking rules
•Query cleaning rules
•Definitions
•Dictionaries
•Common Phrases
•Dynamic Facets
•Auto-Complete Word List
@bramwessel @factorfirm factorfirm.com
An Enterprise Information Model
is a core enterprise search asset.
@bramwessel @factorfirm factorfirm.com
An Enterprise Information Model
is a core enterprise search asset.
@bramwessel @factorfirm factorfirm.com
Search benefits of an enterprise information model
• It keeps Search in alignment with the rest of the enterprise’s information

• It gives you a basis of meaning to build a Search experience around

• It gives you actual instruments, like fields and metadata, that you can use
to directly configure search

• It provides a way to conduct a gap analysis between search and
taxonomy

• It allows you to set up a feedback loop between search user behavior,
your enterprise information, and the search experience
@bramwessel @factorfirm factorfirm.com
Search benefits of an enterprise information model
• It allows you to measure the performance of tags and keywords

• It allows you to set up a continuous improvement regime using the analytical
inputs you get from search behavior.

• It offers guidance for Search rule development that can often be tricky

• It provides a governance framework that allows you to maintain the quality of
your Search experience just as you maintain the quality of your data.

• It saves a ton of time!
@bramwessel @factorfirm factorfirm.com
EVERY ORG
IS DIFFERENT
@bramwessel @factorfirm factorfirm.com
EVERY ORG
IS DIFFERENT
@bramwessel @factorfirm factorfirm.com
What is your
information supply chain?
@bramwessel @factorfirm factorfirm.com
THANK
YOU
@bramwessel @factorfirm factorfirm.com
Melinda Geist | Intel
Bram Wessel | Factor
bram@factorfirm.com @bramwessel
melinda.geist@intel.com

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Preparing for Enterprise Search