Bank One

1. Bank One Developing a Successful Taxonomy of Your Intranet Content to Optimize Employee Utilization

2. What we’ll cover today • History of Bank One Intranet • Organization of Bank One Intranet • Taxonomy • Small battles won: Yellow Pages Project • Enterprise-wide challenges • Tagging content for easy and effective searches

3. My Goal • Explain Taxonomy • While enterprise-wide taxonomy is desired but sometimes difficult • Resource intensive • Third-party tools can be best solution but cost-prohibitive for some • “Grassroots” better than nothing at all • User-centered design • Proper META tagging of content

4. History of Bank One Intranet • Banc One Intranet (1998) • Domino-based • No central homepage • Relatively small with only a few valuable resources: • Phonebook with tie-in to E-mail • Individual department sites • Couldn’t find anything

5. History of Bank One Intranet • First Chicago Intranet (1998) • Microsoft Windows NT/IIS-based • Central homepage • Company News • Links to individual sites • Search • Phonebook • Alphanumeric Browsing • Basic Last Name Search

6. History of Bank One Intranet • Merger: Banc One & First Chicago (1999) • Two Intranet Departments • Columbus, Ohio (Banc One) • Chicago, Illinois (First Chicago) • First Chicago Intranet foundation for new corporate Intranet • Priority to create united brand and easy access to both legacy content

7. Creating One Company Intranet • Branded for new company • Emphasis on linking to priority content from home page • News • Current stock information • Categoried chunks of links to: • Lines of Business sites • Resources important to employees

8. Bank One Homepage (1999)

9. Bank One Homepage (2000)

10. Platforms & Authoring • Platforms • Microsoft NT 4.0 / NT 5.0 75% • Lotus Notes / Domino 20% • UNIX 5% • Authoring Tools • FrontPage 98 / 2000 70% • Dreamweaver 3.0 4.0 25% • Others (Notepad, etc.) 5%

11. Client-side • Internet Explorer 4.0 / 5.0 Standard • 50,000 with access to Intranet(75,000 employees total) • Average 150,000 Homepage views daily • Over 70,000 documents of information available

12. Responsibility • Decentralized Intranet Development • No single department responsible for the Intranet • Departments throughout enterprise drive development • I-Net Support Group, Corporate Communications “unofficial” coordinator of Intranet direction.

13. Organization of Bank One Intranet Commercial Retail Home Page InvestmentManagement InformationTechnology First USA CorporateStaff CorporateInvestments

14. Taxonomy What is it? • A method of organizing information in a meaningful or intuitive way.A taxonomy describes the structure of a group of categories based on keywords, subject matter or concepts.

15. Why is taxonomy so difficult to implement? • Lack of categorization skill set • Information too diverse, de-centralized to categorize • Resources, resources, resources

16. Automated Solutions • Auto categorize • Dynamic taxonomies • Pros • Possibly the perfect solution • Not human resource intensive • Cons • Researching and implementing best solution for company’s environment and audience. • Can be pricey

17. “Grassroots” Solutions • Use basic broad categories of known information • Preach tagging content • Pros • Cheaper • Improvement over doing nothing • Cons • Can be resource intensive • Not perfect, accurate

18. Yellow Pages Project • Browse-able and searchable directory of departments and services • Life spans three generations

19. Yellow Pages Project • First Generation: Yellow Pages / First Chicago • Found it difficult to categorize • Disappeared when data no longer maintainable

20. Yellow Pages Project • Second Generation: Yellow Pages / Bank One • Implemented with partial good data from previous Yellow Pages • Dependency on Employee maintenance • Too much bad data • Wasn’t maintained properly

21. Yellow Pages Project • Third Generation • Started from scratch • Kept it Simple • Began with top level key areas of the bank • Line of business driven • Located detail within each line of business • Each record of information has an owner

22. Yellow Pages Project

23. Yellow Pages Project

24. Yellow Pages Project

25. Enterprise Challenges • Line of Business Culture • Lines of businesses do not freely share information • Budgetary restraints for corporate-wide automated system • Skill set lacking to properly categorize • Difficult in a de-centralized environment without third-party tools.

26. Current Solutions • Improving Line of Business Portals • Creating user-friendly categories of information • Preach tagging content for improved search results

27. Line of Business Portals

28. Creating User-Friendly Categories of Information

29. Preach Tagging Content • Quarterly Intranet Community Meetings • Bi-monthly Newsletter • Online Reference • Audit Sites • Work one-on-onewith site admins.

30. Preach Tagging Content • Descriptive Title Tags • Short sentence description of the material on the page (Headline-like) • META Description Tags • One sentence descriptive and concise summary of the content on the page. • META Keyword Tags • Comma separated list of keywords that best describe the content on the page

31. Effect of Tagging • Before (1999) • After (Today)

32. Plans for the future • Dynamic delivered content increasing • Facilitating third party tools to collect, categorize and present information • Priority: keep it user-friendly

33. Summary • Taxonomy is a method of organizing information in a meaningful or intuitive way. • Third party tools can implement and maintain taxonomies automatically and dynamically but can be pricey. • Manual categorization based on user need and META tagging important until “perfect solution” arrives.

34. Resources Automated Taxonomy Systems • Semio - http://www.semio.com • Autonomy - http://www.autonomy.com • HiSoftware - http://www.hisoftware.com Articles • Intranet users tackle chaosComputerworld Magazine; July 24, 2000

35. Resources http://www.everythingstravel.com/bankone • Updated Presentation • Links to resources: • Taxonomy • Vocabularies • META tags (Title, Description & Keywords)