Enterprise Taxonomy for FIFA - World Information Architecture Day (WIAD) Switzerland 2015

01 WORLD IA DAY 2015 PRESENTATION TITLE HERE

Enterprise Taxonomy for FIFA

@AdamUngstad | #WIAD15

THREE THINGS 1.  Why did FIFA need an enterprise taxonomy?

2.  Project Structure & Phases

3.  Lessons Learned

Photograph Creative Commons Licensed��Home of FIFA by Gabriel Garcia Marengo -https://www.flickr.com/photos/gabrielgm/


WHY ENTERPRISE TAXONOMY? BUSINESS DRIVERS

Photograph Creative Commons Licensed��Hallway at FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

PUBLISHING TO NEW CHANNELS •  Building an extranet to better communicate with external audiences •  Need to publish material for specific football associations •  Need to reduce clutter and improve relevance for end user experience •  Having a large collection means being able to re-use items in new ways

FPO

Image by Adam Ungstad

ENTERPRISE FINDABILITY •  Enterprise content scattered in file stores, intranets, databases, CMS, DAM, etc •  Things become lost, organization loses its memory & staff lose time looking for things •  Trails of correspondence throughout the organization •  FIFA was established in 1904…. Over 100 years of content to manage!

FPO

Photograph Creative Commons Licensed��Needle in Haystack by Bindaas Madhavi - https://www.flickr.com/photos/mkuram/

WORLD IA DAY 2015

PROJECT STRUCTURE PUTTING THE PIECES TOGETHER

PROJECT SPONSOR

PROJECT MANAGER

CONSULTANT

CORE TEAM

EXTENDED TEAM Icons by Iconmonstr - http://iconmonstr.com/license/

01 WORLD IA DAY 2015 #WIAD15 #WIADCH

PROJECT PHASES 1.  Discovery

2.  Kick-Off

3.  Analysis & Definition

4.  Testing & Validation

5.  Close-out

01 WORLD IA DAY 2015 #WIAD15

DISCOVERY WHAT ARE WE WORKING WITH?

Photograph Licensed under Creative Commons File Stack Retouched by Niklas Bildhauer http://commons.wikimedia.org/wiki/File%3AFileStack_retouched.jpg

STAKEHOLDER INTERVIEWS •  Phone calls vs in-person •  Record the conversations •  Don’t take notes during the interviews •  Synthesize, look for themes

FPO

INTERNAL RESEARCH •  Identify & collect existing taxonomies •  Review search logs •  Understand the nature of the collection you are working with •  Who else should you be talking to?

FPO


PREPARE FOR KICK-OFF •  Make your own collection of items of the collection you are working with •  Collect terms for card-sorting & other exercises •  Review any preliminary risks with project manager •  Figure out what questions you need to be asking

FPO

Photograph Creative Commons Licensed ��FIFA World Cup Ball 2014 by Tim Reckmann - https://www.flickr.com/photos/foto_db/


KICK-OFF DEFINING THE PROJECT AND ITS CONTEXT

Photograph by Adam Ungstad

KICK-OFF FORMAT •  ½ Day •  10-15 Participants •  Drawing + table space •  Best when done more than once

FPO

Photograph by Jess McMullin

KICK-OFF EXERCISES •  Define a Document!•  Metadata Dot-Mocracy!•  Controlled Value Lists!

•  Break

•  Define “Official”!•  Card-Sorting!•  World Café!

• 

FPO

HOW TO START THINGS RIGHT •  Be prepared, get set up beforehand •  Be engaged at all times •  Use stories that people can relate to •  Don’t waste people’s time

FPO



ANALYSIS & DEFINITION DIVING INTO THE DETAILS


BUILDING A DRAFT TAXONOMY •  Analyzing workshop results •  Finding and combining existing taxonomies •  Industry standards •  The larger metadata strategy

FPO


INTERNAL ANALYSIS •  Review of workshop results + follow up •  Integrate organizational priorities •  Duplications, gaps & problem areas •  Refine your work with core team

FPO

http://www.fifa.com/mm/document/affederation/administration/01/28/72/70/hof-ee.pdf

Photograph Creative Commons Licensed ��Home of FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

ALIGNING WITH STANDARDS •  Always use DUBLIN CORE 15 core elements •  Also used ICA's General International Standard Archival Description - ISAD(G) •  You can use different parts of different standards •  Gives your taxonomy a solid foundation & enables interoperability


TESTING & VALIDATION WILL OUR PLAN WORK?


TREE TESTING •  Tests how users navigate a hierarchy •  Identifies problem areas •  Shows the paths actually taken •  Needs more than one iteration

FPO


TAGGING TEST •  How will people tag things with your taxonomy? •  If things are not classified properly they effectively become lost •  No commercial systems for this right now – Excel DYI Version

FPO

1

2 Image by Adam Ungstad


CLOSE OUT FINAL DELIVERABLES & NEXT STEPS

Photograph Creative Commons Licensed ��Home of FIFA at Night by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/

FINAL TAXONOMY •  Overview, Document Types, Document Classes •  Other Metadata Elements, Navigation Tree, Standards Map •  Large controlled lists for Entities, Projects, Places and Formats •  Origins of elements (to be able to map with existing taxonomy)

FPO


FINAL REPORT •  Visual representations of the taxonomy •  Walk-through & discussion of components of taxonomy •  Recommendations on workflow, document lifecycle, organizational change, governance •  Identification of other systems / areas where taxonomy should be used

FPO


NEXT STEPS •  What workflows will be used to tag new and existing documents? •  Where will the metadata be stored? •  Who will maintain the taxonomy? •  How does this taxonomy relate to other taxonomies in the organization?

FPO



LESSONS LEARNED 1.  Project Management is essential

2.  IA, workflow, lifecycles, org structure, everything is intertwingled

3.  Address obstacles to implementation as early as possible

INFORMATION ARCHITECTURE MAKES US HAPPY •  Global audiences, global authors •  Information architecture defines how information is structured, presented, and exchanged •  Enterprise taxonomy enables the design of experiences that excel

FPO

Photograph by Adam Ungstad Photograph Creative Commons Licensed ��Korean Football Fan by Tourism Korea - http://english.visitkorea.or.kr/enu/index.kto


THANK YOU!

Adam Ungstad UNGSTAD information architects [email protected] | @AdamUngstad

Enterprise Taxonomy for FIFA - World Information Architecture Day (WIAD) Switzerland 2015

Internet

world ia day

project structure phases3