Taxonomy

Employee Central.

Learning Objectives: To learn all the basics, including governance, about

Halliburtons Taxonomy and what it provides for Halliburtons single-entry portal
-- Employee Central.

Halliburton Intranet Discovery what

employees said

It is a vast source of information, if you know where to find it.

too Houston-centric

Its a garden full of weeds.

I dont rely on HalWorld.
I dont think to use HalWorld first.

No one owns HalWorld.

Theres no solid process for managing content.
We need balanced governance, control with flexibility

Source: AGENCY.COM

What is Taxonomy?
Taxonomy is the science or technique of classification
or categorization. The method is to create a series of
hierarchical groups to make them easier to identify,
study, or locate.
A taxonomy has the following elements:
List of standard terms
Hierarchical relationships
Cross references

What are the benefits of Taxonomy?

Provide a framework for users to efficiently and
effectively search through large volumes or
information in order to find what they need.
Increase efficiency by assisting users to find the
categories of information.
Improve effectiveness by displaying relevant
information based upon the context of the query.
Help focus users on additional categories of
information that may provide additional context to an
issue.

Employee Central will generate significant value

in comparison to our current environment
Current Intranet Challenges

Desired Results end of 2004

Organization
Disparate PSL and support functions
No alignment with PSLs
Country Independence
Limited measurement (not value-based)

Organization
Consolidated global IT standards $
Standardized alignment for all PSLs P
Global standards for all countries $
Active, value-based measurement P

Processes
Cumbersome
No internal processes for content
Management
Not user-friendly

Processes
Streamlined and simple P
Single-source content managed and
controlled by the business P
Easy to learn and use for all P

Information Technology
Non-standard applications & architecture
400+ Site Administrators
250+ Content Owners
320+ sites
78 GB of files/content
Age of files/content:
0-12 mos: 36%
1-2 yrs: 22%
2-3 yrs: 18%
3+ yrs: 24%

Information Technology
ESG-wide applications & architecture $
60+ Portal Managers $
90+ Content Owners $
60+ sites $
Greatly reduced amt. of files/content $
Age of files/content: P
0-12 mos: 75%
1-2 yrs: 25%
2-3 yrs: 0%
3+ yrs: 0%

2003

Transformational Efforts

2004
Primary Result:
$ = Cost Savings
P = Productivity Gains

General

Equipment & Materials

Title
Description
Content Type
Access Control (Security)
Content Administrator
Content Author
Content Owner
Site Administrator
Legal Approver

Product Groups
Tools & Components
Oil, Gas, Chemicals and
Lubricants
Customer Challenges
Other Materials & Equipment

Taxonomy

Subjects
Location
Organization
E&P Lifecycle
Business Process
HSE

Taxonomy

Taxonomy

CMS Metadata (data about data)

Administrative Data
Launch Date
Review Date
Expiration Date
New Technology
Commercialization Start Date
Allow this file to be indexed for
search?
Taxonomy Suggestions

Taxonomy (categories) (w/definitions)

Content Type*:

These are classifications of information that help filter the type of content. For example, sales and marketing
material is typically not to the same technical level as a procedure or policy would be.

Security*:

Identifying access to content restricted, confidential, internal use, public access.

Location*:

These are places on earth that are generally well known to everyone. Although we may think of NWA's as a place,
they are really just a collection of Locations.

Organization*:
organization.

A collection of people organized in PSL & sub PSL groupings. Our customers do not generally care about our

E & P Lifecycle:

This is reflective of a normal working timeline since it represents the serial sequence of events in the life of a
well. Many documents relate to several of the lifecycle categories.

Business Process:

This relates the document to the HMS system. Many documents relate to several Business Process
categories but the majority of the documents are under categories called Develop Solutions and "Execute and maintain Business.

HSE:

Categories of Health Safety & Environment. Note that the HSE facet actually contains HSE categories of information.

Product Groups:

These are high-level Services or high-level (large category) Products that a customer understands. Sub
Categories of Product Groups are smaller groupings of services or Products. For example, Drill Bits is a product group and PDC
bits is a subcategory of Drill Bits.

Tools & Components:

is a tool.

These are the downhole tools that are used to perform services or make up products. Note that a 6" bit

Oil, Gas, Chemicals & Lubricants:

These are the chemicals, additives, etc that make up the chemical services we offer.

Challenges:

This is the root problem that a customer faces. Anything that is a service in our price book is not challenge.
Challenges are generally reservoir- and environment-related.

Other Materials & Equipment:

These are basic materials like cement & salt; as well as items that are purchased from
others like pumps, trucks and cables. Most of the surface equipment falls in this category.

* = Required Fields

Each Taxonomy category contains several

terms to select snapshots below show terms
under various facets
Business Process:

Locations:

Tools & Components:

Exploration and Production:

Taxonomy Categories as we work with

different groups we help them
understand which facets apply?
Taxonomy Facets
Content
Type*

Location*

Organization*

???

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TBD

TTCP

CPS

L&P

SS

BAR

CEM

SDBS

P/E

IS/IT

Group

E&P
Lifecycle*

Business
Process

Always = Sometimes = Never = N/A

HSE

Product
Groups*

Tools &
Components

Oil, Gas,
Chemicals,
and Lubricants

Customer
Challenges

* = Required

Other
Materials
& Equipment

There is a process to ensure the existing

taxonomy matches each groups needs

Define organization and sub-organization (understand all

players)

Define Categories of Processes (any key methodologies)

Define Categories of Tools

Discover Types of Content/Documents do you have policies,

procedures, business practices, organization charts, contact
lists, general presentations?

Fill in gaps what is left from above that needs to be a category?

Discover if locations are important to your documents (country,

state, city) or locations might be better defined at a Halliburton
organization level

Tagging Quality/Content Presentation

Evolution of Content Tagging

100%

80%

Tagging
Quality =
Better Web
Presentation

50%

Content
Migration
-Existing
Content

Tagging
Enhancement

Month X

Time

le
yc
c
ife
L
S
CM

Month X +
60 days

Conceptual Representation

Summary
Employee Central.
What about governance?
How can you prepare?

Why is Taxonomy governance necessary?

What about governance?

What is your biggest portal challenge?

Governance

Organizational issues
Portal design issues

23%

Implementation issues
Portal server function
issues

15%
6%

Technology

71%
Forrester Research Report
Making Enterprise Portals Pay

Definition of Governance
Governance is a structure of shared ownership and accountability for
strategy, development, and operations
Employee Central will provide a platform for integrated service delivery across
Halliburton
Therefore, there is not one owner of all business applications, or a natural
owner within most organizational structures

Taxonomy Roles
What about governance?

Taxonomy Editor Owns the taxonomy change and

maintenance process
Taxonomy Steering Committee Provides strategic direction
User Group Content authors, owners and users

Taxonomy Change Process

What about governance?

Start

User group
requests
taxonomy
change

User group
accepts or
appeals
decision

User group
tests taxonomy
changes

Taxonomy
Editor informs
& explains
reasons to
user group

Taxonomy
Editor assess
business need
for change

N
o
Approve
change? Yes

Successful test?
Yes

N
o

Taxonomy
Editor works
with user
group to make
changes

Strategic Direction

Taxonomy Steering Committee

User group
works with
Taxonomy
Editor to
update related
materials

Taxonomy
Editor informs
User Group of
completed
changes

Modifications
Complete

Taxonomy Maintenance
What about governance?

Deleting taxonomy terms

Deleting a category requires a review of all
documents tagged with the category.
Changing a Category/Term
Automatically changes the category tags in the
documents.
Adding new terms to the taxonomy
Requires review of all documents in the
next higher level category and may
require review of other categories.
New categories should only be added if
the parent category has more than 20
documents

There are many pieces that must fit

together for Employee Central

How can you prepare?

My Workplace

Communities

Workgroups

Organizations

Portal

Collaboration

Doc
Threaded
Sharing Discussions
App
Instant
Sharing Messaging

Business
Process
Automation

Content - CMS
Web
Content

Mgmt

Digital
Doc
Asset
Mgmt
Mgmt

Identity Mgmt
User
Profiling

Single
Sign-on

Info Retrieval
Search

Taxo- Expert
nomy Locator

Multichan. Access
Wireless
Mobile
Access
Access
(e.g. PDA) (on/offline)

Applications

= Employee Central components in this presentation

= Other IT initiatives to compliment the Employee Central

Sub-Portals

Security / Administration / Tracking

Role / Workflow-based / Personalization / Branding

Thank You

Taxonomy
Employee Central.
community
pages only