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Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin?

Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin?. Joseph A Busch Project Performance Corporation November 15, 2010. Agenda. Taxonomy methodology Use cases and use scenarios Typology to enterprise taxonomy Tagging examples. Taxonomy methodology. Fact Finding.

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Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin?

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  1. Web Facing Taxonomies vs. Enterprise Taxonomies: Two Sides of the Same Coin? Joseph A Busch Project Performance Corporation November 15, 2010

  2. Agenda Taxonomy methodology Use cases and use scenarios Typology to enterprise taxonomy Tagging examples

  3. Taxonomy methodology Fact Finding High-Level Detail Valida-tion Gover-nance • Develop typology of use cases • Develop high-level taxonomy proposal • Test proposal by tagging some content • Review artifacts • Hold workshop • Interview stakeholders • Generate use cases & use scenarios

  4. Website, intranet or enterprise taxonomy? Taxonomies are often developed for either the public website, or intranet—but rarely for both. So the problem is usually demonstrating the applicability of the same taxonomy to both.

  5. Agenda Taxonomy methodology Use cases and use scenarios Typology to enterprise taxonomy Tagging examples

  6. Use cases • For Residential/Business Customers: • View your bill. • Pay your bill. • Find energy saving calculator. • Transfer service when you move. • Find any outages in your area. • For Investors: • Find what the latest dividend payout was. • Find when the last stock split occurred. • For Job Seekers: • What employee benefits does Dominion offer. • Find all full time accounting positions available in Richmond. • For Web Content Managers: • Find all content related to … • Replace or update all instances of … • Restrict access by … • Create a new website or content package for … • Enable a new RSS feed for … • Provide relevant links from … to … • Support a service for … • Find an item you created in the past. • Archive or purge old content. • For Employees: • Find content related to a specific facility by … • Find company-wide information about …

  7. Use cases and Use scenarios: DomNet examples • Use Case: Create a safety policies and procedures website for facilities organized by State. • Use Scenario: Find all safety policies and procedures related to a facilities located in Ohio. • Use Case: Locate any content that has policies and procedures around a particular topic. • Use Scenario: A policy regarding smoking company-wide has changed and references to outdated policies should be removed. Find official policies, as well as newsletters related to the smoking policy company-wide. • Content related to business areas or facilities • By geographic location, by type, by specific facility, by access restrictions, by audience, etc. • Company-wide content • By business function, by topic, by access rights, etc.

  8. Use cases and Use scenarios: Dom.com examples • Use Case: Find and recall all public-facing pages that describe a specific safety tip. • Use Scenario: Find and recall all public-facing pages that discuss gas safety. • Use Case: Provide search for dividend schedules, earnings statements and stock splits; and the corresponding press releases for a specific time period. • Use Scenario: An investor who recently sold stock is preparing taxes and would like to do a concise Dom.com search so that they can find historical information about their holdings. • Web content managers • By content type, by topic, by location, etc. • Public users seeking information • by topic, by location, etc.

  9. Agenda Taxonomy methodology Use cases and use scenarios Typology to enterprise taxonomy Tagging examples

  10. Typology of use cases Primary Secondary Not Applicable

  11. Content Types Org Business Function Facility Geo Location Topic Job Type Audience Access Right Use for types of content created and published by Dominion Resources companies and business areas. Use to specify the primary organizational units that the content is about or related to. Index only what the content as a whole is about. Use to specify the specific Dominion Resources business function that the content is about or related to. Use to specify the Dominion Resources facility that the content is about or related to. Use to specify the Dominion Resources facility that the content is about or related to. Use to specify any topics related that the content is about or related to that is not specified in the other facets. Use to specify the type of job that the content is about or related to. Use to tag training materials that are intended for a particular job type. Use to specify the primary audience segments for whom the content is intended. Use to specify which code of conduct category can access the content, or whether it can be accessed by all employees or the public. Dom high-level taxonomy:Facet definitions … derived from use case typology Dom Taxonomy

  12. Dom high-level taxonomy Dom Taxonomy Content Types Org Business Function Facility Geo Location Topic Job Type Audience Access Right Ad Article Audio Calculator Company Publication Contract Directory / Org Chart Dominion News Form Generic Web Page Graphic / Logo Home Page Job Posting Land Record Map Policy / Procedure Press Release Standard Template Training Material Video Dominion Clearinghouse Dominion Cove Point LNG, LP Dominion East Ohio Dominion Exploration and Production Dominion Gathering-Producer Services Dominion Generation Dominion Hope Dominion North Carolina Power Dominion Peoples Dominion Retail Dominion Technical Solutions, Inc. Dominion Transmission Dominion Virginia Power Clearinghouse Collocation Electric Generation Electric Transmission Emergency Services Environmental Programs Financials & Investor Relations Gas Distribution Gas Transmission Human Resources Information Technology Media & Communica-tions Renewable Energy Projects Retail Safety Sales … Altavista Bath County Bellemeade Brayton Point Bremo Chesapeake Chesterfield Clover Darbytown Dominion East Ohio Dominion Peoples Dominion Riverside Campus Elizabeth River Elwood Fairless Works Gaston Gordonsville Gravel Neck Innsbrook Technical Center Kewaunee Kincaid Kitty Hawk Ladysmith … Connecticut Illinois Indiana Maryland Massachusetts Maine North Carolina Ohio Pennsylvania Rhode Island Virginia Wisconsin West Virginia Approval Benefits Deregulation Energy Efficiency Environment Food Safety Rates Records Management Six Sigma Smoking Storms … Accounting & Finance Administrative & Support Business Development Business Excellence Cross Functional Customer Service Distribution Energy Marketing & Trading Engineering & Technical Support Environmental & Scientific Environmental Health & Safety Executive Exploration & Production … Business Customers Employees Investors Job Seekers Legislators Media New Hires Public Regulators Residential Customers Suppliers Code of Conduct 1 Code of Conduct 2 Code of Conduct 3 Code of Conduct 4 Code of Conduct 5 Code of Conduct 6 All Employees Public Access

  13. Agenda Taxonomy methodology Use cases and use scenarios Typology to enterprise taxonomy Tagging examples

  14. Content tagging Tagging some representative content is a good way to initially establish the applicability of a taxonomy to both the website and intranet.

  15. Tagging Example: Investor Connectionhttp://dnet.dominionnet.com/publications/investor_connection/Fall2007.pdf

  16. Tagging Example: Directions to Gloucester District Officehttp://dnet.dominionnet.com/delivery/files/officemaps/Gloucester.pdf

  17. Tagging Example: Pre Trip Travel Approval Formhttp://dom.dominionnet.com/travel/about/travel_approval_form.jsp

  18. ¿Questions? Joseph A Busch Senior Principal Project Performance Corporation (PPC) 703-748-7215 mobile: 415-377-7912 email: jbusch@ppc.com More information: • Taxonomy Strategies: www.taxonomystrategies.com • Thought Leadership Countdown to KM World: www.ppc.com/Pages/KMWorld2010.aspx

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