Sam Marshall of ClearBox consulting and David Francoeur, of Bonzai taking a non-technical look at intranet search, to help you improve results and the overall experience.
If you're responsible for search configuration then we welcome you, but this webinar is also for intranet managers and digital team members who care about content and ensuring the intranet is truly useful to colleagues.
The business cost of poor search
Why intranet search is hard
How to improve the search user experience
Ways to diagnose why search fails
Quick ways to enhance your search results.
2. Q&A system:We will
try to answer some
questions during the
webinar, and a few
more at the end.
Both participating
companies will email
you the recording
within 48 hours (so you
won’t miss it!).
You can listen via your
computer or by dialling
the phone number in
the email you received
today.
Housekeeping
3. Your webinar hosts
Sam Marshall
Managing Director
@SamMarshall
David Francoeur
Solution Delivery
Specialist
@DavidKFrancoeur
4. About ClearBox
ClearBox Consulting is a specialist independent consultancy
that believes in making the workplace a better and more
productive experience.We understand technology, but we
approach it from the people side first.
Our goal is to help organisations collaborate and communicate
more effectively.We specialise in intranets and the wider digital
workplace, including internal social media, enterprise mobile
strategies and real-time collaboration tools.
Sam Marshall
Managing Director
@SamMarshall
5. About Bonzai
David is a SharePoint and Office 365 specialist who enjoys
designing and building new things that make the workplace, and
more importantly its stakeholders, more effective. While tools can
go a long way, he is a firm believer in the pivotal roles played by
research, analysis, strategy, and training for any tool to be
successful.
David focuses his time on the design and implementation of new
intranets across a wide variety of industries.
David Francoeur
Solution Delivery
Specialist
@DavidKFrancoeur
6. How many people (or
FTEs) do you have
working on your
enterprise search?
Poll
7. Agenda
Why search matters
Why intranet search is challenging
Diagnosing search issues
The user experience of search
Q&A
9. Employees are always frustrated
It's difficult to find the
same information twice
even though I know it's
there!
If you search for
documents you'll get
everything that's ever
been written - finding a
recent one is really
difficult
Whenever somebody
tells me the answer is on
the intranet my heart
sinks – I know I’ll never
find it
15. Four basic search steps
Content
Published
Content
Indexed
1 2
Search
Retrieval
3
Search
Results
4
16. Where search goes wrong
Content quality issues
Technical issues
IA issues
Other
User training issues
https://www.clearbox.co.uk/diagnosing-enterprise-search/
Finding
1.
Content
1.1 Content missing
1.2 Metadata
Inconsistent
Ambiguous
No keywords
Entity extraction
1.3 Structure
Buried in document
Poor titles
1.4 Language
Foreign language
Jargon
2.
Index
2.1 Content not
indexed
Security
No connector
2.2 Index quality Vocabulary
3.
Retrieve
3.1 Search engine
Ranking
Too many results
No refiners
Content ROT
Duplicate contentToo few results
3.2 User skills
Query too general
Logical operators
Misspelling
4.
Results
4.1 Results page
layout
4.2 Media
presentation
Results hard to scan
4.3 Security
trimming
Result inaccessible
4.4 Ease of browsing
Suitabilityof content
format
Section structure
4.5 Confidence
Ratings
Publishing metadata
Feedback
Naming conventions
17. Underlying causes 1:
content
1. Content
1.1 Content missing
1.2 Metadata
Inconsistent
Ambiguous
No keywords
Entity extraction
1.3 Structure
Buried in document
Poor titles
1.4 Language
Foreign language
Jargon
19. The Search Experience
The user’s search experience can be divided into two parts, the query and
the results. It is a conversation comprised of a question and an answer.
Question
From the user
Answer
From the system
20. Search Query
The Art of the Search Box
How can we assist the user in effectively framing their question?
21. Search Query
Studies show that users expect to find the search box
at the top of the page, most commonly the top right.
Keep the search box in the same spot, on every page.
Search Box Placement
Search Box Persistence
Medium.com
22. Search Query
Use standard language and symbols to identify the search box and to launch the search.
Keep it Recognizable
23. Search Query
Let users know what they are searching for.
Targeted or Contextualized Search
IMDB.com
24. Search Query
To provide immediate feedback to
the user, give them some
suggestions or possible hits for
their search query.
Keep this number low.
Let users launch one of those
results (or a related action)
without even leaving the search
box.
Predictions & Suggestions
26. Consuming Web Content
We have known for some time that people don’t read
the web the same way they read printed materials.
People scan web pages.
Eye tracking studies demonstrate that our eyes tend
to follow the rough outline of an ‘F’.
Search, therefore, must be made ‘scannable’ like any
other web content.
Nielsen Norman
28. Search Results
Give users the ability to refine or filter the results,
with or without a keyword.
Ensure it is easy to add or remove filters, it should
never be complicated.
Useful for users who want to browse, or when
users see too many results to scan.
Refiners or Filters
Patagonia.ca
Expedia.com
29. Search Results
Give users a preview of the content, or an image associated with the content.
Context
30. Search Results
Give users a sense of how many results they are working with.
Break out long lists of results into manageable sizes.
Counts and Paging
31. Search Results
Surface the most popular searches (either dynamically or by curation).
Show ‘Best Bets’ or searches you are trying to promote at the top of the results.
Popular Searches
33. Search Results
Give people a choice between how the results are displayed.
Offer different ways for the user to sort their results.
Personalization
35. User Experience Summary
Provide meaningful context via a variety of visual cues
Keep things scannable
Don’t meddle with norms that users are familiar with
Allow for flexibility in how users find information
Provide shortcuts to information, when applicable
37. SharePoint intranets in-a-box
10% off
BonzaiWebinar
clearbox.co.uk
39 intranet products reviewed
600+ pages
Immediate download
New for 2019: Our expert assessments
of products that transform SharePoint
into a useful and useable intranet.
Structure of Presentation:
Why Search is Challenging:
-Keep this to list of issues it could come down to.
Diagnosing Search Issues
-Keep this to troubleshooting those issues, not re-listing the gamut of issues themselves?
Discussion Sam & David
[DF] Expectations and Manpower may be one and the same, should discuss with SM.
Perhaps keep this things to the things that are positive about Google, and second slide to what is lacking on the intranet side.
Advantages Google has
Disadvantages we have
[DF] Can be improved.
Accessibility as in the required technical knowledge is usually absent so it’s not an accessible system in that sense in many cases. This term may confused people, may be a better one.
Analytics/Analysis/Expertise internally (Optimization/Oversight) these two go hand so one could swapped out
The often overwhelming (and unhelpful) results page can be a frustrating experience.
[SM jump in – left alignment]
As admins we know we’d always want to know about a problem so we can improve the experience, rather than have a frustrated user lose faith in the system.
As admins we know we’d always want to know about a problem so we can improve the experience, rather than have a frustrated user lose faith in the system.
Seed question: what should we do with Search analytics?