-
Notifications
You must be signed in to change notification settings - Fork 2
Intro an Enterprise Search Tool #64
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Merged
Merged
Changes from all commits
Commits
Show all changes
8 commits
Select commit
Hold shift + click to select a range
0942f5d
Update implement-a-documentation-search-engine.md
ntache-81 abb298d
improving enterprise search tool
TristanBarrow 31b1bc8
fix practice template name
TristanBarrow 73257d5
link AI-accessible internal data capability
TristanBarrow 094c6eb
imporve lessons from the field
TristanBarrow 68527cd
final edits to intro-enterprise-search-tool
ntache-81 76a90e2
fix personas
TristanBarrow 35c1886
fix ambiguity in capability link
TristanBarrow File filter
Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
There are no files selected for viewing
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,55 @@ | ||
| # Implement a Document Search Engine | ||
|
|
||
| When critical system knowledge is locked away in the minds of a few tenured employees, bottlenecks are created, onboarding slows, and reliance on key personnel increases. Incomplete or outdated context will always lead to rework. An enterprise search tool—such as [Glean](https://www.glean.com/) or [Claude](https://claude.ai/) for Enterprise—unifies access to information across JIRA, Confluence, SVN, shared drives, and communication platforms. | ||
|
|
||
| This practice allows teams to quickly find what they need without interrupting others or digging through multiple systems that require specialized knowledge. By centralizing institutional knowledge and making it accessible, enterprise search boosts team autonomy, reduces wasted time, and supports a healthier learning culture where answers are self-served rather than gatekept. | ||
|
|
||
| ## When to Experiment | ||
|
|
||
| - You are a new developer and you need to learn how to find accurate, updated documentation so you can onboard quickly without constantly interrupting mentors. | ||
| - You are a an engineer and you need to ensure you have quick access to system knowledge to avoid wasting time sifting through multiple systems during testing. | ||
| - You are a product owner or developer and you need access to complete and up-to-date requirements to produce quality tickets and avoid downstream rejections. | ||
| - You are a senior engineer and you need to ensure that specialized knowledge is accessible to the wider team so you can reduce interruptions and boost team autonomy. | ||
|
|
||
| ## How to Gain Traction | ||
|
|
||
| Implementing a document search engine requires more than just installing software; it requires mapping your knowledge ecosystem and training the team on how to retrieve it. | ||
|
|
||
| ### Map the Knowledge Silos | ||
|
|
||
| Identify the highest-traffic repositories of knowledge that are currently disconnected. Usually, this begins with your ticket tracking system (e.g., [JIRA](https://www.atlassian.com/software/jira)), your documentation hub (e.g., [Confluence](https://www.atlassian.com/software/confluence)), and your version control system. Audit these sources to ensure permissions are clean before connecting a search tool, as effective search will surface documents that were previously "security through obscurity." | ||
|
|
||
| ### Connect and Pilot | ||
|
|
||
| Select an enterprise search tool and connect it to your two most critical data sources. Roll this out to a small pilot group—specifically targeting new hires and senior leads who feel the burden of questions most. Use this phase to tune the search relevance and ensure that the tool is indexing metadata correctly so that results are ranked by recency and relevance. | ||
|
|
||
| ### Establish "Search First" Protocols | ||
|
|
||
| To drive adoption, the team must shift from an "Ask First" to a "Search First" culture. Encourage senior staff to respond to questions with links to the search result rather than typing out the answer again. If a search comes up empty, use that as a trigger event to create the missing documentation immediately, ensuring the next search yields a result. | ||
|
|
||
| ## Lessons From The Field | ||
|
|
||
| - _Reliance on Language Models for Security_ - Teams often realize their permission settings are lax only after a search engine surfaces sensitive HR or roadmap documents to the whole engineering org. Make sure security permissions are handled with the appropriate data layer security and not through system prompts or other language model means. | ||
| - _Trust decay from stale data_ - If the top three search results are deprecated documents from three years ago, users will quickly abandon the tool. You must archive old data or boost the ranking of fresh content. | ||
|
|
||
| ## Deciding to Polish or Pitch | ||
|
|
||
| After experimenting with this practice for **4-6 weeks,** bring the team together to determine whether the following metrics and/or signals have changed in a positive direction: | ||
|
|
||
| ### Fast & Intangible | ||
|
|
||
| **Reduced Context-gathering Delays.** Feedback from developers should indicate less frustration and time spent "hunting" for requirements or historical context before starting a ticket. | ||
|
|
||
| ## Supported Capabilities | ||
|
|
||
| ### [AI-accessible Internal Data](/capabilities/ai-accessable-internal-data.md) | ||
|
|
||
| This practice is one option for implementing AI-accessible Internal Data. The other option is building the system your self with in-house developers. However, you will likely only see the benefits of this if you are a large enough company with complex enough needs to justify putting a team of developers toward it. The vast majority of companies should opt for an off the shelf solution. | ||
|
|
||
| ### [Learning Culture](/capabilities/learning-culture.md) | ||
|
|
||
| By centralizing institutional knowledge and making it accessible, enterprise search boosts team autonomy, reduces wasted time, and supports a healthier learning culture. | ||
|
|
||
| ### [Documentation Quality](/capabilities/documentation-quality.md) | ||
|
|
||
| Excellent documentation is accurate, clear, complete, and accessible. This practice ensures that high-quality documentation is actually found and used, enabling teams to make informed decisions. | ||
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,4 +1,4 @@ | ||
| # Use Data-generation Tools | ||
| # Practice Name | ||
|
|
||
| Introduction. 2-4 paragraphs. | ||
|
|
||
|
|
||
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Uh oh!
There was an error while loading. Please reload this page.