enterprise content management, taxonomy maintenance

Featured Service: Taxonomy Governance Planning


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Developing and implementing a company-wide taxonomy can represent a significant investment for an organization, and once integrated, the taxonomy must remain current if it is to constantly and consistently deliver value. This requires careful management of the taxonomy. A solid governance plan will help you to keep your taxonomy relevant and up-to-date—and to maximize your investment.

Taxonomy governance doesn’t have to be hugely demanding effort; as long as the right model is chosen and some simple well-constructed policies and procedures are instituted, it can actually be quite easy. Since many companies don’t keep a taxonomist on staff, a sound model can also make governance a team effort that doesn’t place too great a burden on any one group.

Here’s a preview of the steps in our Taxonomy Governance Planning process:

Step 1 – Taxonomy Overview

  • Taxonomy types and models – To understand the short- and long-term requirements for your taxonomy, first know what kinds of taxonomies are relevant for your company and how they improve search, findability, and information organization.
  • Type of governance – After a review of your company’s approach to governing information, develop an appropriate taxonomy governance model that allows you, if necessary, to effectively distribute governance responsibilities

Step 2 – Taxonomy Development

  • Step-by-step development – Detail taxonomy development with instruction on constructing and editing a standardized taxonomy for use in multiple information management systems.
  • Technical implementation – Plan for developing the taxonomy within your company’s asset management system.

Step 3 – Taxonomy Maintenance

  • Teams, roles, and responsibilities – Identify roles involved in the long-term maintenance and strategic growth of the taxonomy within the company.
  • Policies and procedures – Review, select, and build a set of templatized governance policies and procedures.

Step 4 – Taxonomy Growth

  • Short- and long-term planning – Plan how to stabilize the taxonomy after its initial launch and consistently scale it, in the future, across more areas of the company
  • Cross-channel integration – Investigate how multiple business units can take advantage of the taxonomy.

Learn more: download/view our Taxonomy Governance Planning datasheet

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