Microsoft’s modern workplace is all about empowering users. But finding information within Microsoft 365 is challenging if it’s not organized, optimized, and classified. Learn how to improve Microsoft 365 content search in this handy how-to guide.
Finding information within Microsoft 365 is challenging for many organizations. While the more experienced employees have the right tools and expertise to find content more quickly, it’s not as easy for the average end user, which causes frustration and lowers productivity.
In today’s digital workplace, people expect to be able to do a quick search for their files and find them instantly. Microsoft 365’s content search tool is like magic when it works this way.
In this article, we’ll give you the inside scoop on making content search in Microsoft 365 a breeze for your IT team and organization. First, let’s look at some of the challenges you might be up against.
Table of contents
- Common challenges of content search in Microsoft 365 for IT and end users
- How to define your end users’ needs to optimize Microsoft 365 content search
- Key steps to assess the information architecture of Microsoft 365 to improve findability
- Tips for managing your content lifecycle and governance a little smarter
- ShareGate automates end-user collaboration to help you clean up, organize, and secure your tenant
Common challenges of content search in Microsoft 365 for IT and end users
Your end users should be able to run searches and quickly get the search results they want. But IT teams still face some challenges in making that a reality.
Lack of relevance on the content search page
The amount and types of data businesses collect are growing daily, making it difficult for IT and end users to keep up with the data management necessary for the content search tool to rank search results based on relevance.
Content discoverability
Many businesses struggle with data that isn’t optimized, classified, or organized. Or, if it is, the organization and tagging systems used aren’t intuitive. This leads to sprawl and is guaranteed to produce inaccurate content search results.
Confusing SharePoint site architecture skews content search results
How your Microsoft 365 tenant is organized could influence your ability to conduct effective searches. This is especially true if you’re still using Microsoft Exchange public folders on SharePoint to organize your content, meaning end users need to know where to start looking and what to look for.
Difficulty managing content
Effectively managing information requires a solid, well-organized SharePoint site architecture and tools to find the desired content search results. While IT can provide both with Microsoft 365, good data management also requires that all the different areas of the business provide an information architecture for the content they’re collecting and producing.
Lack of visibility
When their digital environment isn’t serving them, end users will often turn to shadow IT. In other words, if they can’t create things in the tools you want them to use due to strict security policies, they’ll turn to unauthorized apps to complete their tasks, which puts your sensitive data at risk.
Content search tools can mean data security and privacy concerns
IT teams ensure that sensitive information is always protected and inaccessible to unauthorized users. Setting up data governance policies with appropriate access controls and user permissions can help your end users help themselves. It can also make your job easier by limiting end-user content search results to only the documents and files they can access.
If your IT team is fielding user complaints that they can’t find the files they need with content search in Microsoft 365, take them seriously. Their inability to effectively use search criteria to find content can introduce security threats and hinder their productivity.
But it doesn’t have to be this way. You can create a magical content search experience as part of your Microsoft 365 management strategy. And it starts with developing a full understanding of their needs.
👉Free course alert! Get advice on how to mitigate shadow IT by optimizing security and adoption.
How to define your end users’ needs to optimize Microsoft 365 content search
A great way to understand your users is to define “search personas” so you can develop training for different types of users to help them succeed in their content search.
Personas can help categorize end users into groups based on their roles and how they work with Microsoft 365. They’re helpful when optimizing content search because user needs can vary widely.
A good place to start? You can start by talking with your end users in different departments of your company or sending out a survey to get the information you need to optimize content search. Here’s a list of basic questions to get you started:
- What types of documents do you want to store?
- What information about those documents (e.g. published date, author) do you need to capture?
- Are there workflows associated with any of that content?
- Where do you keep that content in your Microsoft 365 system now?
- How often do you have to do content searches to find what you need?
- What method(s) do you prefer when doing content searches?
- What kinds of problems do you encounter when searching for content?
To get the information you need to develop your search personas, you can use Microsoft Search in the Admin Dashboard. Analyze search query data and search statistics to understand patterns and trends in how your end users look for things. Here you can find the top content search queries, common search terms, topics, and search behaviors that can help to further flesh out your personas.
Let’s look at an example search persona:
Anna from HR works with a lot of different documents. Her team uses a public folder system on SharePoint to store most of their files. When Anna needs to access a specific document, she first has to think about where it might be stored. Is it on her local computer or in one of the public folders? If she can’t remember specific locations where it might be stored or content search criteria, like a date range or other detailed information that would help her find it with content search, she has to drill up and down through several levels of public folders until she finds what she needs (a frustrating routine).
Based on this, you determine that Anna needs the following:
- Improved access and permissions to the documents she needs
- Relevant filters to find documents easier
- Search results that show the proper metadata she needs to determine at a glance whether the file is relevant to her
Key steps to assess the information architecture of Microsoft 365 to improve findability
A great Microsoft 365 information architecture is logical, extensible, and simple, so users don’t get lost and frustrated.
Step 1—Review current structure
With the ability to store up to 30 trillion documents in a single tenant, Microsoft 365 SharePoint can be a beast to organize. Large or small, the best place to start if you want to improve the “findability” of your content (i.e., the ability to search for and find content) is to review the navigation of your current information infrastructure.
This review should include the global navigation down to your SharePoint sites and pages. Is the navigation structured in a way that is intuitive and easy for users to find and access the content they need?
Reviewing your SharePoint hub structure can reveal opportunities to connect related hubs to make it easier to search across all of them and to apply a common navigational structure to make it easier to find content.
Step 2—Identify common use cases
Understanding the content your end users work with on a day-to-day basis is key to making it more findable. This requires engaging with them to learn about the content they need to store, what they need to access daily, and how they need to work with that content. In the previous section, we described a few approaches to engaging end users with interviews and surveys.
Step 3—Gather user feedback
It isn’t enough to identify the everyday use cases within your organization for Microsoft 365 content search. You also need to understand the user experience of those doing the searching. The best way to do this is to ask for feedback. While it makes sense from a time-and-effort perspective to combine feedback with use cases, we call it out separately here because it’s a critical step in figuring out what you need to improve.
It’s also good to ask additional questions in your surveys or interviews, such as, “How often do you look for content and can’t find it?” or “What frustrates you most about using content search in Microsoft 365?” because they can reveal pain points and insights into the search query results. This brings us to our next step.
Step 4—Analyze search query data
Running a search analysis can help you identify what people are looking for, providing useful insights into structuring your content in your environment. For example, if you know how many searches return valid or useful results versus how many fail, you can use that information to help you identify better ways to tag the relevant content to make it more findable. Likewise, you can evaluate successful content searches to identify the characteristics of your content that make it more discoverable and duplicate those characteristics across other types of content.
You can find these insights easily by running the Microsoft Search Usage Report. On the Query Details page, you’ll find several content search queries that were clicked, abandoned, or returned no results.
Step 5—Conduct a content inventory
Unfortunately, SharePoint doesn’t have any tools to automate a content inventory. Some administrators use custom scripts in Microsoft PowerShell to list all the files in their document libraries, but it can be challenging to write and tricky to use.
Another, more straightforward approach, which only works in a self-service environment, is to ask them to provide a content inventory. Of course, that requires a lot of back and forth, but it’s a good place to start if you don’t want to mess with coding your own solution.
A third-party tool like ShareGate can help you get the visibility you need to ensure your environment runs smoothly and fix issues fast.
Step 6—Assess metadata quality and consistency
Your metadata architecture plays a huge role in the findability of content in Microsoft 365. Depending on how much consideration metadata was given in developing your current information architecture, you may find many opportunities to improve your end users’ content search experience.
Step 7—Revise information architecture
At this stage in the game, you’ll have a good sense of your current infrastructure, where it’s getting in the way of effective search, and what you need to do to improve that. This will depend on what you’ve learned in the previous steps and how large your content store is. However, it can help to prioritize your efforts.
Given the outsized impact of good metadata on helping people find the content they need, we recommend you make that one of your top priorities. You don’t have to eat it all in one bite, though. With a good understanding of your organization’s different use cases and where the biggest issues exist, you can start with those areas first to improve their metadata practices and address any architectural issues impacting content search and search results.
Step 8—Test and refine
Remember, optimizing your information architecture is not a once-and-done process. Once you’ve made the necessary changes, get user feedback on how well the content search works for them. Make it a regular practice to run your search usage reports to see if their ability to find content has improved and where it might need more work.
Remember, as time goes on, your organization’s needs will change. New content needs will arise, and workflows will be added while others will end. So, keep your pulse on content discoverability and whether your information architecture continues to serve that purpose.
Tips for managing your content lifecycle and governance a little smarter
If you aim to provide an improved search experience for your end users, you should have a plan for managing the content lifecycle. A key component of data governance and lifecycle management is improving search because it helps to minimize sprawl. For example, it can help ensure you don’t end up with 72 versions of the same document with slightly different file names hiding in different folders in your tenant (yeah, it happens).
Through collaborative governance, you can more easily engage with your end users to establish policies and practices that help keep your tenant well-organized and searchable. You’ll find it easier to keep your Microsoft Teams from spiraling out of control. In a self-service environment where users can create their own resources, inactive teams can grow fast if not properly managed.
Encourage your end users to ask themselves the following questions when considering whether to create a new Microsoft team:
- What is the purpose of the team?
- Who belongs in the team?
- Does a team with these members already exist?
- Who will own the content?
- Does this content already exist?
ShareGate automates end-user collaboration to help you clean up, organize, and secure your tenant
Creating complicated governance structures using Microsoft 365 OOTB features or PowerShell scripts is time-consuming and can be complex. ShareGate helps IT teams automate the manual effort of managing and monitoring sprawl and security in a self-service-enabled environment. Security becomes a shared responsibility by involving users and entrusting them to make their own decisions.
For example, ShareGate will automatically detect inactive teams in your environment and then can ask the owners of those teams whether they should be kept, archived, or deleted. Same for orphaned teams, externally shared links, and guest access. Your IT team saves time finding old or potentially risky content and owners. Instead, the people who actually know whether or not it’s still needed are the ones who act on it, lessening IT’s burden even further.
ShareGate’s SharePoint content management capabilities support you in reorganizing your content with the ability to copy content seamlessly. And with ShareGate’s Bulk Edit Content feature, you can quickly add metadata columns and content and map users and content types to improve the search experience for your users quickly.
If you’re ready to create an unparalleled user search experience for your Microsoft 365 environment, talk to one of our experts today!
