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Southeast Michigan Q4 SharePoint User Group Recap

Posted by Steve Smith | Oct 30, 2017 2:34:20 PM

C/D/H is fresh from the Q4 Southeast Michigan SharePoint User Group. There were two great sessions diving into Intelligent Search and Communications Sites vs Groups. Along with a great group of SharePoint enthusiasts from a variety of organizations. I took a keen interest in the Intelligent Search session presented by Jeff Fried (the guy you can blame search in SharePoint 2010 on). Jeff’s presentation was a high-level overview of the ‘gaps’ between “Content Matching Intent”. C/D/H has successfully bridged this ‘gap’ for our customers. Below are the steps we have implemented to enable our customers’ success.

 

Provide EVERYONE Access to ALL of the KNOWLEDGE of your organization in 4 steps:

Step 1 – Add all of your content sources to your enterprise search platform.

Most search platforms provide the ability to add network file shares, Intranet/Extranet web sites, other document management systems, even applications and data. It’s important to make sure that the method you use incorporates security into the process so that users cannot find documents or data for which they do not have access.

Step 2 – Create a corporate taxonomy

Again, most search platforms provide the ability for you to manage your corporate taxonomy. My recommendation is to initially stay high-level. There are some common theme’s for a corporate taxonomy, typically they include:

  • Customer/Segment/Market
  • Product/Service (Family, Line, Part, Sub-Part, etc.)
  • Division/Department/Function
  • Geography/Region/Country/Location

Step 3 – Apply your corporate taxonomy as metadata

If the content comes from a document management system, use that system to add metadata to the documents. You may have to buy a tool to do this, and auto-tagging tools have been around for years,  they save time and money by not needing to wait for people to tag the content. For content sources that are semi-structured or structured data, map the important metadata.

Step 4 – Add refiners to your search results based on the Corporate Taxonomy

This is an important step – It’s what makes your organization’s search similar to popular vendors like Amazon, Target and Best-Buy.

 

In the end your users will be able to find everything that they have access to globally and within seconds. The search results will be more relevant to the context of the organizational taxonomy and nomenclature.

Through this process you have created a data lake of all of the data and documents in your organization while augmenting and enhancing it to give it better semantic meaning. This data lake can then be used for research, business intelligence, visualization, predictive analytics, sentiment analysis, image recognition, and artificial intelligence, just to name a few.

Interested in learning how you can do this for your organization? We can schedule a live demonstration of how we’ve packaged these steps, called C/D/H ContentIQ, just reach out and we can set up a session to answer your questions.

Topics: SharePoint, user experience, enterprise search, Metadata

Written by Steve Smith

Technology guru focused on solving the business problems of clients with technology solutions.