Design Elements of Search – Zero Results Page

The sixth and last part in this series, Design Elements of Search is dedicated to the zero results page. This lonely place is where your users end up when the search solution doesn’t find anything. Do your best to be friendly and helpful to your users here, will you?

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing Zero Results Page

The design, function and layout of your zero results page gossip about the quality of your search solution. This page is often forgotten and discussed last (like in this series). Whenever I review existing search solutions, this is where I start, because a lot of problems with existing search solutions show up here. You need to understand that from the user’s perspective, ending up on a zero results page can be a frustrating experience. You need to help the user recover from this state. Below is a good example from one of our clients. The intranet of the Swedish courts. The page clearly explains what has happened, No documents were found.

zero results page clearly explains what has happened

A good zero results page that clearly explains “No documents were found”.

Providing further Help

Sometimes there is nothing the system can do to deliver results. The last resort is when it’s time to ask your user to alter their query. Sometimes the query is misspelled or otherwise not optimal. You can copy and use this text on your own zero results page if you like.

  • Check that all words are spelled correctly
  • Try a different search
  • Try a more general search
  • Use fewer search terms

Avoid digging a deeper hole

Microsoft’s OneDrive provides a beautiful zero results page below, but they make a big mistake by showing filtering options in this state. This makes no sense, if there already are no results, there will definitely not be more by narrowing down the search scope further. Avoid this mistake!

avoid providing more filtering options on you zero results page

Pretty looking, but bad zero results page because of the filters on the right hand side.

That was it! The whole Design Elements of Search series is done. This is not everything however, designing a search solution is deeper than this. Me and my friends at Findwise will gladly help you realize all of your dreams. Ok maybe not all of them, but your search related dreams maybe? Ok, that was awkward.

See you in the future, best regards //Emil Mauritzson

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Design Elements of Search – Landing Page

We have just covered the area of results in the previous post, I hope that was fun, you are still here. That means you are ready for more, awesome! Let’s get into it. Here is the fifth part in the series Design Elements of Search, landing pages, whatever can it be?

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing Landing Pages

What normally happens when you click a search result? The answer seems obvious, you are sent to that document or that webpage or that product. Easy peasy.

diagram for how traditional search sends users to another webpage when clicking results

Traditionally you leave the search solution when clicking results.

However, during my years of consulting, I have come across multiple cases where we don’t know where to send users, because there is no obvious destination. Consider a result for an employee, a product, a process or a project. Sometimes there is no existing holistic view for these information objects. In these cases, we suggest building that holistic view in something we at Findwise call landing pages. When we use landing pages for certain results, users remain inside the search application when they click a result like this. Unlike a traditional search interfaces that sends users away to another application, or document.

design landing page ux diagram for how modern search can send users to a landing page

Get to the landing pages from the ordinary results page.

Paving the path

On landing pages, we show relationships between a variety of information objects we have in the search index. Let me describe it this way.

Sarah works as an architect. In her daily work she needs to be up to date regarding certain types of projects within her area of expertise. Therefore, Sarah is now doing research on how a certain material was used in a certain type of construction. She searches for “concrete bridges” and sees that there are 12 project results. Sarah looks over the results and clicks the third project and sees the landing page for that project. Here, she can see high level information about the project, and also see who the project members have been. Sarah sees Arianna Fowler and also more people. Sarah is curious about the person Peter Fisher because that name sounds familiar. She now sees the landing page for Peter. Here she can see all the projects Peter has been working on. She sees Peters most recent documents. She sees his close collogues. Sarah sees that Peter has been working in multiple projects that has used concrete as the main material. However, when she calls Peter, she learns he is not available right now. Therefore, Sarah decides to call Peters closest colleague. The system has identified close colleagues by knowing how many projects people have been working on together. Sarah calls Donna Spencer instead, because Donna and Peter has collaborated in 12 projects in the last five years. Sarah gets to know everything she needed and is left in a good mood.

Interesting paths

Your specific use case determines what information makes sense to show in these landing pages. Whatever you choose, you will set your users up for interesting paths of information finding and browsing, by connecting at least two information objects with landing pages. See illustration below.

diagram for how modern search can set users up for content discovery

Infinite discovery made possible by linking landing pages together.

When you look past the old way of linking users directly to documents and systems and instead making it possible to find unexpected connections between things. You have widened the definition of what enterprise search can be. This is a new way of delivering value to your organization using search.

This marks the end of the fifth part, next up you’ll read about what happens when a search yields zero results, and what you should do about that.

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Contact Emil Mauritzson

Design Elements of Search – Results

You are currently reading the fourth part in the series Design Elements of Search. This part is about the search results. The actual results certainly is the most central part of an entire search solution, so it’s important to get this part right. Don’t worry, I’ll show you how.

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing Results

Let’s say you are satisfied with the relevance model for now, how on earth do you design good looking and good performing results? If your indexed information mostly is text documents, your results will likely have a title and a snippet, that’s good – But it’s all the other things you include in the result that make it great. For each content source you have, you’ll need to think about what your target audience want to see. You’ll want your users to be able to understand if this seem like the right result or not.

Snippet

A snippet is the chunk of text presented on search results, usually below the title. If you have a 1000 words long PDF, and the user search for a word in a document. The search engine will show some words before the search term, and some words after. These snippets usually start with three dots … to indicate that the text is cut off. Snippets helps your user understand what this document is about. If it seems interesting, the user can decide to click on the result.

A regular search result

A regular search result from www.startpage.com.

Context

If you have indexed documents from a file share, provide the folder structure as breadcrumbs. Bonus points for making the individual folders clickable. If you have indexed webpages, show the URL as breadcrumbs. Make the individual pages clickable. Not all subpages make sense to navigate to, depending on your structure. Bonus points to you if you exclude these from being links. Below you see a webpage being located in “University -> Home -> Departments -> Mathematical Sciences -> Research”. This context is valuable information that helps your user understand what to expect of this search result.

providing the url for context is good on a search result

The url is used to communicate context, answering the question “where is this page located on the site”.

What Type is this Result?

When you index data sets from different sources and make them findable in a common search interface, you need to be as clear as possible about helping your user understand – “What is this result?”. Show clearly with a label if the result is a guide, a blogpost, a steering document, a product, a person, a case study, and so on. You want to have descriptive labels, not general ones like document, webpage or file. These general labels seldom make sense to users. Again, your labels and how you enable slicing and dicing of the data is the result of the IA work done, and not directly covered in this series.

Filetype

I just said above that the label “Document” doesn’t make much sense. That’s not the same thing as showing what filetype the current document has. It is sometimes helpful to know if this File is a PDF-file or a Word-file. Like Google and other search engines, show the filetype to the left of the title, in a little box. If your company uses the Microsoft Office, you can have labels like Word, Excel, PowerPoint. If you design for a general audience it makes more sense to use labels like DOC, XLS, PPT.

This is a good place to use colors, most word processors icons are blue, like Microsoft Word and Google Docs. Excel and Google Sheets is green. Adobe Reader is red. Regarding variations of filetypes, help your users by not bothering them with the difference of XLS and XLSX, or DOC and DOCX and so on. Just call them XLS and DOC. Since filetype also often is a filter. Excluding the different variants of the same file format will reduce the number of options in the list. Below we use colors, icons and labels to communicate filetype.

Showing the file extension and icon and a color is good for filetypes of a result

The filetype is clearly visible and communicated through text, icon and color.

Highlighting

Showing your users how results are matching the query is a key component of a well-liked and well understood search solution. In practice, highlighting means that if the user search for “summer vacation”, you provide a different styling on the words “summer” and “vacation” on the result. Most of the time, snippets come standard with highlighting, either in bold or in italics. In order to provide meaningful results, show highligting everywhere on the result. This means that if the matching terms are in the title, highlight that. If it’s in the breadcrumb, highlight that. Also, you can get creative and highlight in other ways than bold or italics, just see below.

showing where the search term matched os good

Search result with “summer” highlighted.

Here we try to mimic the look and feel of an actual highlighting pen, pretty neat.

highlighting looks like an actual pen

Highlighting up-close.

Time

When you are searching a webpage, an intranet or something else for that matter. Always show date of publication, or date of revision if you have that. Otherwise how would you know if the document “Release tables March 29” is recent, or very old? Many people get this basic thing wrong, don’t be one of them!

Be bold, but be Right

In order for your users to understand what data you are showing on the result, the data need a label describing it, like “Author: Emil Mauritzson”. All good so far. The most important thing is the data (Emil Mauritzson), not the label (Author). I see many getting this wrong and highlight the label. Highlight the data instead.

Visual focus on the data not the label is a best practice for search results

Make the most important thing most visible.

So, there’s that. The part about results is complete. If you are ready for more, get on to the next part, the one about what we call landing pages, whatever that can be…Exciting!

Get in touch

Contact Findwise

Contact Emil Mauritzson

Design Elements of Search – Filters

Hey, I’m happy you have found your way here, you are currently reading the third part in the series Design Elements of Search. This part is dedicated to filters, tabs and something we like to call filter tags.

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing Filters

When setting up new search solutions, we tend to spend a lot of time with the data structure. How should our users slice and dice the search-results? What makes sense? What does not? This is the part of the job sometimes classified as Information Architecture (IA). This text focuses more on the visual elements, the results of the IA work you can say.

Don’t make it difficult

The biggest pitfall when designing search is to overwhelm the user with too many options.

You got a million hits! – There are 345566 pages – Here are some results, Do you only want to see People results? – Sort by Price, Ascending or Descending?! – Click me – Did you mean: Coffee buns? – Click me – CLICK MEEEE! Yep, try to tone this down if you can.

Below you’ll see a disastrous layout. There is so many things screaming for users’ attention. If you look really hard, you can see a search result all the way down in the bottom of the picture.

image of a busy search interface

The original interface, very little room for results.

I said above that we spend a lot of time on the structure (IA). And we generally spend a lot of time on filters as well. This time is well spent. However, we need to realize that what is most important for our users. Do they find what they are looking for, or not? The order of the search results, i.e. the relevance is most important. Therefore, the actual search results should be totally in focus, visually in your interface.

Make it Easy

Instead of giving your users too many options up-front, consider hiding filters under a button or link. The button can say “Filter search results”, or “Refine results” or “Filter and Sort”. I’ll show you what I mean below. I have removed and renamed things from the above example, creating a design mockup. It’s not a perfect redesign, but you get my point, hopefully. All of a sudden there is room for three results on screen, success!

image of a not so busy search interface

A cleaned up interface, more room for results.

The second example is a sneak peek of White Arkitekter internal search solution. Here we can follow the user searching from the start page and applying a filter. The search results are in focus, and at the same time it’s easy to apply filters when needed. A good example.

animated gif showing a search interface and filters

Showing how easy a filter is applied.

Search inside Filters

In the best case, a specific filter will contain a handful of values that are easily scanned just by looking at the list. In reality however, often these lists of filter values are long. How should you sort the list? Often, we sort them by “most first”, sometimes alphabetically. When the list is not easily scannable, provide a way to “search” inside the filter. Like this:

animated gif showing a how to search inside filters

Typing inside this filter is helping the user more quickly find “Sweden”.

Filters values with Zero Results

Hey, if a filter value will yield zero results, like Calendar, Local files and Archived files below. Show the filter value but don’t make it clickable! Why on earth would you want that? You don’t want to send your users to a dead end. Sometimes they will end up there anyway, and then you have to help. Skip ahead to the part about the Zero Results Page to learn about how to help users recover.

You should not be able to click a filter with zero results

A filter with some values returning zero results. Good to show them, but important to make them not clickable.

Filter tags

I said above that the results should be the graphical element that stands out the most. And also, that making the first refinement should be easy to make. Well, this will mean that the filters will be hidden behind something. This does not mean, by the way, that the filter selection made by the user, should be hidden. On the contrary. You definitely want to be clear about what things affect the search results. This is normally the query, the filter selections and the sorting. A filter tag is simply a graphical element that is clearly visible above the search results when activated. It is also easy to remove it, simply by clicking on it. Below, I show you an example when the user has filtered on “News”.

filter is apllied and renders a filter tag

“News” is the active filter. A green filter tag is visible and is easy to see and easy to remove.

If you are up to a third example of filters check this case study out about Personalized search results in Netflix-style user interface.

This was all I had for you regarding filters. I hope some of it made sense, if not let’s get in touch, you can ask me about more details. Or perhaps tell me something I have missed. Always be learning! Next post will discuss results, see you over there.

Further reading

Information Architecture Basics

Filters vs. Facets: Definitions

Mobile Faceted Search with a Tray: New and Improved Design Pattern

Get in touch

Contact Findwise

Contact Emil Mauritzson

Design Elements of Search – Autocomplete Suggestions

You are currently reading the second part in the series Design Elements of Search, the one about autocomplete suggestions. When you’re typing text into the search bar, something is happening just below. A list of words relevant to the text appears. You probably know this from Google and around the web. I will share my findings and some best practices for autocomplete suggestions now. Call me a search-nerd, because I really enjoy implementing awesome autocomplete features!

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing Autocomplete Suggestions

I bet you recognize this? It just works right. But how do you get here? Read on and I will tell you.

animated god showing google autocompleter

How autocomplete works at google, a solid experience.

Instant Search

Autocomplete suggestions is a nice feature to offer when you expect your users to execute the query by clicking the search-icon or pressing the enter key. However sometimes your search solution is set up in such a way that for each character the user enters, a new search is performed automatically, this is called instant search. When this is the case you do not want autocomplete suggestions. Google experimented with instant search a few years ago. Google decided to revert back due to a few reasons. However, providing instant search in your use case might still be a good idea. In my experience instant search works well for structured data sets, like a product catalogue, or similar. When your information is diversified, the results could be either documents, web pages, images, people, videos and so on, you are probably better of providing traditional search in combination with autocomplete suggestions.

Suggestions based on User Queries

In my experience, using queries as the foundation for suggestions is the way to go. You can’t just take all queries and potentially suggest it to your entire user base though. What happens if you have a bad actor who want to troll and mess up your suggestions? Let’s say a popular query among your users is “money transfer” and your bad actor searches for something as nasty as “monkeyballs” 100 times. How do you make sure to provide the right suggestion when your user types “mon” in the search bar? You definitely don’t want your search team to actively monitor your potential autocomplete suggestions and manually weed out the bad ones.

One effective method we use is to check if the query matches any document in the index. Hopefully (!?) you do not have any document containing the word “monkeyballs” in your index, and therefore these terms will not be suggested to your users in the autocomplete suggestions. Using this method will make sure your suggestions is always domain specific to your particular case.

Another safeguard to ensure high quality suggestions is to have a threshold. A threshold means a query need to be performed X amount of times before it ends up as a potential suggested term. You can experiment with this threshold in your specific case for the best effect. This threshold will weed out “strange” queries like seemingly random numbers and other queries entered by mistake, that happens to yield some results.

Here is a high-level architecture of a successfully implemented autocomplete suggester at a large client.

architectural image showing autocomplete behind the scenes

Architectural overview of a good performing autocomplete suggester implemented at a client.

Right information, in the right time

So far, I have explained how to weed out the poor and nasty terms. More importantly however, how do you suggest terms in a good order? Basically, to achieve this, we consider the more people searching for something, the higher up the term will be in the list of suggestions. How do you solve the following case? Let’s say summer is coming up, and people are interested in “Vacation planning 2020”, how do you provide this suggestion above “Vacation planning 2019” in the spring of 2020? The term “Vacation Planning 2019” have been searched for 10.000 times and “Vacation planning 2020” only have been searched for 200 times?

Basically, you need to consider when these searches have been performed, and value recency together with number of searches. I don’t have an exact formula to share, but as you can see in the high-level architecture, we divide the queries on “last year, last month, last week”. Getting a good balance here will help boost recent queries that will be of interest to your users.

Add Static lists

Sometimes, you possess high quality lists of words that you want to appear in the autocomplete suggestions without the users first searching for them. Then you can populate the suggestions manually once. You may have a list of all the conference room names in your building, you may have a list of subjects that content creators use to tag documents. Please go ahead and use lists like this in your autocomplete suggestions.

Highlight the right thing

When presenting search results on the results page, you want to highlight where the query matched the document. Read about Results in the fourth part in this series. In the autocomplete suggestions however, you want to do the opposite. In this state, users know what characters they just entered, they are looking for what you are suggesting, this is what you highlight.

example of do and dont - highlight

Highlighting what comes after, not what the user has already entered.

Here we are, right at the end of autocomplete suggestions. Coming up in the next part, I will give you details about filters. Filters is surprisingly difficult to get right. But with some effort, it’s possible to make them shine. See you on the other side.

Further reading

13 Design Patterns for Autocomplete Suggestions

Get in touch

Contact Findwise

Contact Emil Mauritzson

Design Elements of Search – The Search Bar

Time for the first part in the series Design Elements of Search. How do you design a search solution so that it provides value to your organization? How do you make sure users enjoy, use and actually find what they expect? There are already so many great implementations of successful search applications, what can we learn from them? If these questions are in your domain, then you have reached the right place. Buckle up, you are in for a ride! Let’s dive into it right away by discussing the search bar.

A blog series – Six posts about Design Elements of Search


A word on Technology and Relevance – a disclaimer

Equally important as having a good user interface is having the right technology and the right relevance model set-up. I will not cover technology and relevance in this blog series. If you wish to read more, these topics is well covered by Findwise since before: Improve search relevancy  and Findwise.com/technology.


Designing the Search Bar

To set the scene and get cozy, here are some search bars.

Animated gif showing a variety of different search bars

A selection of search bars, for your pleasure.

Placing the search bar in the “right” place

Before discussing the individual graphical elements of the search bar, let’s consider where a search bar can be placed. On the search page itself, it normally resides in the top of the page (think Google). However, consider the vast landscape of your digital workplace and you might understand where I am going. A search bar can be placed on your intranet, usually in the header. It can be placed in the taskbar of your workforces’ computers. It can be placed in multiple other business applications in your control. From our perspective this is called entry points. It is well worth following up where your users come from. This is only one data point, you definitely want to follow up more usage statistics. You want to be data informed. In our client projects we usually use Kibana for statistics, showing graphs in custom dashboards. Before redesigning something, we first analyze existing usage statistics, and then follow up with users to draw conclusions that will inform design decisions. I’ll stop talking about usage statistics now, let’s go ahead and break down the search bar.

Placeholder Text

A placeholder text invites users to the search bar. The placeholder text explains what your users can expect to find in this search solution. While respecting the tone of voice of your application, it doesn’t hurt to be friendly and helpful here. Examples of good placeholder texts is: “What are you looking for today?” “How can we help?”  “Find people, projects and more”. H&M, the clothing store have implemented a dynamic placeholder text that animates in a neat way.

Placeholder text from IKEA that animates

Animated placeholder text that sparks interest in the different kind of things you can search for at IKEA.com

Google Photos is switching it around and suggests what you can search for based on the meta data of your uploaded photos, here are a few examples.

placeholder text from google showing a variety of different texts

A variety of placeholder texts helping the user discover what can be searched for. The text is also personalized.

The placeholder text should be gray, so that the text is not mistaken to be actual data entered into the search bar. The placeholder text should immediately disappear when your user starts typing.

Contrast

Make sure the color of the search bar and the background color of the page provides enough contrast so that the search bar is clearly visible. It’s is also fine to have the same color if you provide a border around the search bar with enough contrast. Here a few good examples, and some bad.

High Contrast

screenshot of bing start page

Clearly enough contrast on Bing.com

screenshot of Dustin.com providing good contrast

Easy to find the search bar on Dustin

Low Contrast

Google actually have low contrast on the border surrounding the search bar. The search bar also has the same color as the page. Normally this is something to avoid. There is few items on the page, and users expect to search at Google.com, so they get away with low contrast I guess. Still, Bing is better in this regard.

screenshot of Google.com providing poor contrast

Too little contrast on Google.

Screenshot of search bar with too little contrast

Where is the search bar? Look hard.

If you are unsure, check if your current colors provide enough contrast using an online Contrast Checker.Chances are your contrasts are too low and need improvement.

The Search Button

This is the button that performs the search. Many people use the Enter key on their keyboard instead of clicking this button. However, you still want to keep the search button for clarity and ease of use. Generally, all icons should have labels. The search button is one of the few icons for which it´s safe to skip the label. I can argue that the search icon is generally recognized, especially in the context of search. On the other hand, if you have the room. Why not use a label? I mean it cannot be clearer than this:

Screenshot of Försäkringskassan having good labels

Clearly labeled buttons, easy to comprehend.

Clear the search bar easily with an “X”

As frequently implemented on mobile applications, you should provide an easy way of clearing the text-field on your desktop application. This is accomplished by an “X”-icon. As discussed above, not many icons are recognized by majority of users. Therefore, it is common practice to provide labels for icons. For the “X”-icon in this specific context, is also fine to skip the label.

a search bar that makes it easy to remove the typed text

Make the text easy to remove.

Number of Results

After the query has been executed and results are showing, it is helpful to communicate how many results that were returned. This provides value in itself, and in combination with filters it is even more powerful. Telling the users how many results were returned is helping them understand how your search application is working, especially in combinations with applied filters. Skip ahead to Filters and read all about it. Avoid sounding like a robot, don’t say “Showing 10 of 28482 results on Pages 1-2849. Plainly say “Showing 123 results” or “123 results found”.

example of do and dont - number of results

Make your search solution friendly and approachable, not robotic and stiff.

Did you mean

Use the power of search technologies and query analysis to give your users the option to adjust the initial query for the better. Sometimes you will suggest a correctly spelled query when your user misspelled, or you can suggest alternative phrases or other related terms.

did you mean example

The search solution can help you spell words correctly.

Here we are, right at the end of the first part. I hope it was compelling, there is more where this came from, so keep on reading. To sum up this first part, when designing the search bar, just the obvious things need to be right. In the second part, you’ll get to know something called autocomplete suggestions. This feature helps your users formulate better queries, and that really is a good start.

Further reading

How to design: accessible search bars

Design a Perfect Search Box

Get in touch

Contact Findwise

Contact Emil Mauritzson

Wagon Trains to the Cloud

This is the first post in a series(2, 3, 4, 5, 6, 7) on the challenges organisations face when they move from having online content and tools hosted firmly on their estate to renting space in the cloud.  We will help you to consider the options and guide you on the steps you need to take.

In this first post we show you  the most common challenges that you are likely to face and how you may overcome these.

A fast migration path, to become tenants in a cloud apartment housing unfolds a set of business critical issues that have to be mitigated:

  • Wayfinding in a maze of content buckets and social habitats.
  • Emerging digital Ghost Towns due to lack of information governance.
  • Digital Landfills without organising principles for information and data.
  • Digital Litter with little or no governance or principles for ownership, with redundant, outdated and trivial (ROT) content.
  • With no strategy or plan, erodes any possibility to positive business outcome from moving to the clouds.

WagonTrn.jpg
WagonTrn” by Tillman at en.wikipedia – Transferred from en.wikipedia by SreeBot. Licensed under Public domain via Wikimedia Commons.

The way forward is to settle a sustainable information architecture, that supports an information environment in constant flux. With information and data interoperable on any platform, everywhere, anytime and on any device.

You need to show how everything is managed and everyone fits together.  A governance framework can help do this.  It can show who is responsible for the intranet, what their responsibilities are and fit with the strategy and plan.  Making it available to everyone on the intranet helps their understanding of how it is managed and supports the business.

The main point is to have a governance framework and information architecture with the same scope to avoid gaps in content being managed or not being found.

Both need to be in harmony and included in any digital strategy.  This avoids competing information architectures and governance frameworks being created by different people that causes people to have inconsistent experiences not finding that they need and using alternative, less efficient, ways in future to find what they need to help with their work.

Background

Building huts, houses and villages is an emerging social construction. As humans we coordinate our common resources, tools and practices. A habitat populated by people needs housekeeping rules with available resources for cooking, cleaning, social life and so on. Routines that defines who does what task and by when in order to keep everything ok.

A framework with governing principles that set out roles and responsibilities along with standards that set out the expected level of quality and quantity of each task that everyone is engaged and complies with, is similar to how the best intranets and digital workplaces are managed.

In the early stages with a small number of habitats the rules for coordination are pretty simple, both for shared resources between the groups and pathways to connect them. The bigger a village gets, it taxes the new structures to keep things smooth. When we move ahead into mega cities with 20+ million people living close, it boils down to a general overarching plan and common infrastructures, but you also need local networked communities, in order to find feasible solutions for living together.

Like villages and mega cities there is a need for consistency that helps everyone to work and live together.  Whenever you go out you know that there are pavements to walk on, roads for driving, traffic lights that we stop at when they turn red and signs to help us show the easiest way to get to our destination.

Sustainable architecture and governance creates a consistent user experience. A well structured information architecture that is aligned with a clear governance framework sets out roles and responsibilities. Publishing standards based on business needs that supports the publishers follow them. This means wherever content is published, whether it is accredited or collaborative, it will appear to be consistent to people and located where they expect it to be.  This encourages a normal way to move through a digital environment with recognizable headings and consistently placed search and other features.

This allegori, fits like a glove when moving into large enterprise-wide shared spaces for collaboration. Whether it is cloud based, on-premises or a mix thereof. The social constructions and constraints still remain the same. As an IT-services on tap, cloud, has certainly constraints for a flexible and adjustable habitual construction to be able to host as many similar habitats as possible. But offers a key solutions to instantly move into! Tenants share the same apartment building (Sharepoint online).

When the set of habitats grow, navigation in this maze becomes a hazard for most of us. Wayfinding in a digital mega city, is extremely difficult. To a large extent, enterprises moving into collaboration suites suffer from the same stigma. Regardless if it is SharePoint, IBM Connections, Google Apps for Work, or a similar setting. It is not a discussion of which type of house to choose, but rather which architecture and plan that work in the emerging environment.

Information Architecture for Digital Habitats

If one leans upon linked-data,  linked-open-data, and emerging semantic web and web of data standards, there are a set of very simple guidelines that one should adhere to when building a Digital Village or Mega City. The 5 stars, our beacon of light!

All collections and shared spaces, should have persistent URI:s, which is the fourth star in the ladder. When it comes to the third star of non-proprietary formats it obviously becomes a bit tricky, since i.e. MS Sharepoint and MS Office like to encourage their own format to things. But if one add resource descriptions to collections and artifacts using Dublin Core elements, it will be possible to connect different types of matter. With feasible and standardised resource descriptions it will be possible to add schemas and structures, that can tell us a little bit more about the artifacts or collection thereof. Hence the option to adhere to the second star. The first star, will inside the corporate setting become key to connect different business units, areas with open licenses and with restrictions to internal use only and in some cases open for other external parties.

Linking data-sets, that is collections or habitats, with different artifacts is the fifth star. This is where it all starts to make sense, enabling a connected digital workplace. Building a city plan, with pathways, traffic signals and rules, highways, roads, neighborhoods  and infrastructural services and more. In other words, placemaking!

Placemaking is a multi-faceted approach to the planning, design and management of public spaces. Placemaking capitalizes on a local community’s assets, inspiration, and potential, with the intention of creating public spaces that promote people’s health, happiness, and well being.

We will cover more about how this applies to Office 365 and SharePoint in our next post.

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New look for the GSA-powered file share search at Implement Consulting Group

The file share search on Implement Consulting Group’s intranet is driven by a Google Search Appliance (GSA). Recently, with help from Findwise, the search interface was given a new look, that integrates more seamlessly with the overall design of the intranet.

GSA comes with a default search interface similar to the Google.com search. The interface is easy to customize from GSA’s administrative interface, however, some features are simply not customizable by clicking around. Therefore, GSA supports the editing of an XSLT file for customizing the search. GSA returns the search results in XML format, and by processing this file with XSLT we can customise how the search results look and behave.

Custom CSS and JavaScript was used for integrating GSA’s search functionalities in the look and feel of the intranet. Implement’s new intranet is based on thoughtfarmer.com and the design was delivered by 1508.dk.

— And here is the search results page with a new look:

icg-gsa-screenshot-findwise

The new look of the search results page on Implement Consulting Group’s Google Search Appliance powered search

Intranets that have an impact

Recently I attended Euroia, the European information architecture summit, where experts within the area meet up to discuss, share, listen and learn.

For me, one of the highlights was James Robertson from Step Two Designs, presenting some of the results from their yearly intranet awards. Intranets are fascinating in being large systems with such potential to improve daily work. However, more often than not they fail in doing so. As James Robertson put it “organizations and intranets is the place where user experience goes to die”.  So, what can we do to change that?

Robertson talked about successful companies managing to create structured, social and smart intranets. Two examples were the International Monetary Fund and a Canadian law firm. Both needed easy and secure gathering and retrieval of large amounts of information. Part of their success came from mandatory classification of published documents and review of changes. Another smart solution was to keep a connection between parent documents and their derivatives, making sure that information was trustworthy and kept up to date.

Companies that excelled at social managed to bind everything together; people projects and customers. I was happy to hear this, as we have been working a lot on this at Findwise. Our latest internal project was actually creating our own knowledge graph, connecting skills, platforms and technologies with projects and customers. What we haven’t done yet but other successful companies have, is daring to go all in with social. Instead of providing social functionality on the side, they fully integrate their social feed into the intranet start page. This I’d like to try at Findwise.

The ugliest but smartest solution presented by James, combined analytics with proper tagging of information. Imagine the following; a policy is changed and you are informed. However, you don’t need the policy until you perform a task months later. Now, the policy information is hidden in a news archive and you can’t easily find it. Annoying right?

What CRS Australia does to solve this problem is simple and elegant. They track pages users visit on the intranet. Whenever someone updates a page they enter whether it is a significant change or not. This is combined with electronic forms for everything. When filling in a form, information regarding policy updates pop up automatically, ensuring that users always have up to date information.

These ideas give me hope and clearly show that intranets needn’t be a place where user experience comes to die.

Why search and Findability is critical for the customer experience and NPS on websites

To achieve a high NPS, Net Promoter Score, the customer experience (cx) is crucial and a critical factor behind a positive customer experience is the ease of doing business. For companies who interact with their customers through the web (which ought to be almost every company these days) this of course implies a need to have good Findability and search on the website in order for visitors to be able to find what they are looking for without effort.

The concept of NPS was created by Fred Reichheld and his colleagues of Bain and Co who had an increasing recognition that measuring customer satisfaction on its own wasn’t enough to make conclusions of customer loyalty. After some research together with Satmetrix they came up with a single question that they deemed to be the only relevant one for predicting business success “How likely are you to recommend company X to a friend or colleague.” Depending upon the answer to that single question, using a scale of 0 to 10, the respondent would be considered one of the following:

net-promoter

The Net Promoter Score model

The idea is that Promoters—the loyal, enthusiastic customers who love doing business with you—are worth far more to your company than passive customers or detractors. To obtain the actual NPS score the percentage of Detractors is deducted from the percentage of Promoters.

How the customer experience drives NPS

Several studies indicate four main drivers behind NPS:

  • Brand relationship
  • Experience of / satisfaction with product offerings (features; relevance; pricing)
  • Ease of doing business (simplicity; efficiency; reliability)
  • Touch point experience (the degree of warmth and understanding conveyed by front-line employees)

According to ‘voice of the customer’ research conducted by British customer experience consultancy Cape Consulting the ease of doing business and the touch point experience accounts for 60 % of the Net Promoter Score, with some variations between different industry sectors. Both factors are directly correlated to how easy it is for customers to find what they are looking for on the web and how easily front-line employees can find the right information to help and guide the customer.

Successful companies devote much attention to user experience on their website but when trying to figure out how most visitors will behave website owners tend to overlook the search function. Hence visitors who are unfamiliar with the design struggle to find the product or information they are looking for causing unnecessary frustration and quite possibly the customer/potential customer runs out of patience with the company.

Ideally, Findability on a company website or ecommerce site is a state where desired content is displayed immediately without any effort at all. Product recommendations based on the behavior of previous visitors is an example but it has limitations and requires a large set of data to be accurate. When a visitor has a very specific query, a long tail search, the accuracy becomes even more important because there will be no such thing as a close enough answer. Imagine a visitor to a logistics company website looking for information about delivery times from one city to another, an ecommerce site where the visitor has found the right product but wants to know the company’s return policy before making a purchase or a visitor to a hospital’s website looking for contact details to a specific department. Examples like these are situations where there is only one correct answer and failure to deliver that answer in a simple and reliable manner will negatively impact the customer experience and probably create a frustrated visitor who might leave the site and look at the competition instead.

Investing in search have positive impacts on NPS and the bottom line 

Google has taught people how to search and what to expect from a search function. Step one is to create a user friendly search function on your website but then you must actively maintain the master data, business rules, relevance models and the zero-results hits to make sure the customer experience is aligned. Also, take a look at the keywords and phrases your visitors use when searching. This is useful business intelligence about your customers and it can also indicate what type of information you should highlight on your website. Achieving good Findability on your website requires more than just the right technology and modern website design. It is an ongoing process that successfully managed can have a huge impact on the customer experience and your NPS which means your investment in search will generate positive results on your bottom line.

More posts on this topic will follow.

/Olof Belfrage