Organizations go through continuous changes: people, resources, technology, processes, compliance and legal obligations. Continuous evolvement is reflected across all departments to serve better customers, collaborate with partners/ vendors, and compete with competitors.
When new customer (CRM), learning (LMS), data or content (CSM) platforms are introduced internally, employees receive training how to use these systems to perform their tasks. There is an explanation to most questions new users have using the new technology.
However, there is often no easy answers when employees can’t find the information they wrote, edited or collaborated with others at the firm. read more…
Information Architecture (IA) is a commonly used term for the art and science of organizing and labeling content (documents, web sites, blog posts, emails, etc.) to support findability and usability.
In different systems, we can find different tools and solutions for supporting Information Architecture. In SharePoint and Office 365, we have a lot of tools and options, including sites, groups, lists, document libraries, folders, content types, site and list columns, managed metadata, workflows, document ID and many more.
My good friend, Matthew McDermott wrote a great blog post a few weeks ago with the title “Think Search First – Planning Your Next SharePoint Project”. In his great storytelling style, he writes:
“Users do not use search-based solutions because they have never had that option.
Since folders and file names are the only way most users know how to keep documents unique, it takes a bit of show and tell to get them to “see” the benefit of metadata. I see reluctance to use metadata on the part of users when they don’t grasp the value of filling out the fields. Making the fields required does not improve compliance, it only means the users are forced to supply a value, not necessarily a meaningful value.”
That is a common problem! read more…
I am honored to be a speaker at Microsoft Ignite this year again.
My session is “Optimizing your content for search and discovery” – my most favorite topic!
You have more and more content, and your users want everything to be findable. You know that search is a tricky domain, and these expectations are difficult to meet without proper planning and preparation.
In this session, I explain how to optimize the content for search, and also what can be done in order to get the most of the modern experiences like Office Delve. I demonstrate best practices on how to organize everything the right way, as well as how to clean-up the metadata and permissions. I also explain how the search schema supports the overall experience, and what the Microsoft Graph can add to this holistic experience. This session is for you if you want to learn how everything works and how to optimize your content the right way.
Attending #MSIgnite? Have any question about search, content management or metadata? – Just let me know, I am more than happy to help.
Looking forward to seeing you in Orlando, FL soon!
The feature of search refiners has been in SharePoint since the version of 2010. In SharePoint 2013, SharePoint 2016 and Office 365 we have deep refiners, which means each result in the result set is processed, calculated and used when calculating the refiners. I have explained this concept in this blog post earlier. read more…
Webinar with Fredric Landqvist: How to create sustainable organising principles to the emerging digital workplace
Most enterprises, companies and organisations struggle with getting a sustainable practice to all information both in-side and outside the corporate walls. The obvious answer, is search, but reality check states that regardless of engine, SISO (shit in, shit out) prevails. Today we see hybrid solutions of software as service, and on-premise legacy content corpuses used in any business. This webinar with Fredric Landqvist will cover emerging new content practices (internal or external) where adding some sense making will improve the utility of search. read more…
So the age-old question is: How To Manage User Profiles in Sharepoint? In my many years of working with enterprise search, the one thing which companies want solved first is finding people. They might have an employee directory or they might already be using SharePoint user profiles, but there are always tweaks to be made to make it better. – It’s not rocket science from a technical perspective, as the hard part is figuring out which pieces of data about a person should be stored in the SharePoint user profile, where does it come from – the most important question about master data, and how do you want to use this information in a findability scenario around your employees. Let’s clear up all misunderstandings about Sharepoint people search. read more…
“Advanced Search” is a great feature, although not utilized in many cases. Out-of-the-box, it provides a default set of available options, which are too general for most businesses. However, it can be enhanced with some easy customizations.
In this post, I’m going to demonstrate one of the most powerful configurations of “Advanced Search” in SharePoint 2013/2016 and Office 365: how to add our custom property filters.
Document Information Panel (DIP) was a great and important feature, introduced in Office 2010 clients. With its help, users were able to edit the document’s properties in-context:
However, this feature is gone in Office 2016. You cannot view and edit the document properties in this panel right under the ribbon anymore.