Clients

Projects

Albertsons.com

Revised the existing product taxonomy, identified an optimum set of attributes to support flexible product merchandising and worked to expose the new taxonomy on the public website to improve search, navigation and increase sales.

Allstate Insurance

Prepared and facilitated a taxonomy development process workshop.

Alticor

Helped to define the business requirements and prepare a roadmap for an enterprise content management (ECM) system.

American Medical Association

Formulated and implemented a metadata management and Autonomy search optimization strategy that improves the discoverability of content through site search and supports implicit content targeting through LiveSite.

American Society of Civil Engineers (ASCE)

Designed the metadata specification, and built out and validated a taxonomy to improve ASCE web operations management.

Baker Hughes

Worked with five Baker Hughes divisions to develop a consensus around three common vocabularies to demonstrate the feasibility and value of an enterprise taxonomy. Recommendations were provided on how to integrate the taxonomy with the content management system, portal and search engine environments.

Bank for International Settlements

Developed a metadata and categorization strategy, validated the initial controlled vocabulary for the categorization scheme, developed a categorization governance strategy, and oversaw the implementation of the categorization scheme within the new Documentum document management processes.

Best Buy.com

Revised the top level navigation and product categories taxonomy to reflect current product category changes and absorb new product areas, developed the taxonomy maintenance and governance processes, and responded to ongoing requests for changes to the product taxonomy.

BHP Billiton

Provided general advice on what taxonomies might be needed, how these taxonomies should be developed, tools that are needed to develop these taxonomies, and methods for using them given the current corporate information management environment.

Blue Shield of California

Developed a multi-phased enterprise taxonomy roadmap which laid out content projects over time, and content classification facets to be developed to support those projects.

breastcancer.org

Helped define the site’s functionality for personalization, and the metadata and taxonomy specification for the website page types.

Cal Chamber (California Chamber of Commerce)

Developed the content strategy, search strategy and taxonomy categories for an employment law portal based on SharePoint 2010.

Campbell Soup Company

Identified and prioritized facets for an enterprise taxonomy that would be most widely useful across the organization as a taxonomy roadmap. Provided advice on governance processes required for effective change management, maintenance, and extension of the taxonomy.

Capital One

Worked on developing a taxonomy strategy for the Enterprise Customer Management group for use with an Interwoven content management application, and defined the governance model for maintaining it.

In another engagement, Taxonomy Strategies defined and validated use cases with business users, then developed and tested metadata models and taxonomy outlines to support enterprise document management initiatives using the OpenText platform.

CAPS Research

Provided advice on metadata, taxonomy, search, and navigation as part of the effort to implement the knowledgebase for the Global Research Center for Strategic Supply Management.

CEN - European Committee for Standardization

Developed "Guidance Information for the Deployment of Dublin Core in Corporate Environments", best practice guidelines on metadata and knowledge management through interviews and workshops with European and American companies.

Center for Medicare and Medicaid Services

Chelan County Public Utility District (PUD)

Prepared enterprise-wide metadata and taxonomy recommendations for use in website re-design, intranet, and various document repositories.

City of St. Louis

Commodity Futures Trading Commission

Conducted audience and content analysis of internal and public content used by staff and recommended key attributes to be used for organizing agency information.

Defense Intelligence Agency (DIA)

Prepared recommended approach and functional specifications for automatic categorization system to organize current intelligence reports.

Dell.com

Worked with global e-business product managers and content editors using proprietary content management and publishing applications to standardize product and non-product content attributes so that they could be grouped for use in faceted navigation on the consumer and business websites.

Subsequently, worked on several projects related to developing a strong backend metadata structure for a new content management system, and worked on developing the user nomenclature for the Next Generation Dell.com.

Also worked on a taxonomy enhancement project for Dell Salesedge, an internal sales rep support intranet.

Dominion Resources

Developed the enterprise-wide taxonomy for tagging public and intranet website content for use with an Interwoven content management application, and defined the governance model for maintaining it.

Environmental Protection Agency

Developed the agency-wide taxonomy for tagging epa.gov and intranet content for use with a Documentum enterprise content management application, trained content editors and librarians to tag content using the taxonomy, and created the governance model for maintaining the taxonomy. The taxonomy was used in a variety of EPA applications such as a search engine based on a customized version of Northern Light that uses the taxonomy to filter search results. EPA is moving to a Drupal CMS and now uses the Google Search Appliance (GSA).

Federal Aviation Administration

Developed an agency-wide metadata standard and faceted taxonomy for the FAA based on Dublin Core.

Federal Reserve Bank of Atlanta

Assessed the current state of the intranet by analyzing and evaluating the existing information architecture, metadata, and search, and recommended improvements based on the assessment and industry best practices.

Food and Drug Administration

Worked with an agency-wide taxonomy working group through a series of workshops to develop a faceted taxonomy for tagging public and intranet content. The taxonomy was validated by sorting popular query terms and evaluating tagging consistency by FDA staff. Change management and training materials were also prepared.

Forest Service

Conducted an agency-wide content audit using information retrieval spiders to systematically extract information and populate a metadata database.

Franklin Templeton

Worked on the development of an enterprise taxonomy standard, overseeing an automated content categorization implementation using Interwoven MetaTagger services, and designing the governance processes for ongoing taxonomy maintenance.

General Services Administration Office of Citizen Services and Communications

Developed the content architecture for FirstGov (the official portal of the U.S. government, now USA.gov) including an XML content model, and metadata and vocabulary specifications to facilitate a reference implementation of a content management system application.

George Washington University

Developed an ECM taxonomy to provide the basis for a unified framework to manage, present, search for, and provide content services based on a Drupal platform.

Goldman Sachs

Developed a new document classification system that applied to content residing in legacy systems, but required significantly fewer document codes than currently in use to provide greater document findability using Autonomy IDOL and more efficient document coding and retrieval from a variety of document management system platforms.

Halliburton

Consolidated multiple taxonomies developed for separate product lines, and developed rules and procedures for applying the taxonomy to content and delivering it through a portal application.

Harvard Business Publishing

Completed and optimized the publications catalog taxonomy, and provided guidance for re-tagging legacy content, integration with the product information management (PIM) system, website navigation and catalog search. Currently, the catalog search is used in the Harvard Business Review Store.

Hewlett Packard

Developed taxonomy roadmap with recommended subject metadata facets, recommended controlled vocabularies, and taxonomy governance procedures for the business to employee portal.

Home Depot

Designed and user tested a new top-level product taxonomy, revised the existing product taxonomy to reflect the new top-level categories, identified the optimum set of attributes to support flexible product merchandising, worked with others to expose the new taxonomy on the public web site in order to improve search, navigation and increase sales, developed editorial rules for category names and designed the business process for changing the product taxonomy.

IDEAlliance

Facilitated the working group that developed the PRISM, (Publishing Requirements for Industry Standard Metadata) specification, an extensible XML metadata standard used to automate workflow processes which facilitate multi-purposing, aggregating, syndicating, personalizing and post-processing of any type of content.

International Monetary Fund (IMF)

Worked with business and IT stakeholders using a workshop process to develop recommendations on how the IMF should manage Country-related Terminology, and to provide guidance on how to simplify the use of standard terminology in published documents and IT applications.

K12

Developed the metadata specification and taxonomies for an e-learning content management system application profile. Prepared the content tagging plan, tagging guidelines, process guide for changing metadata and vocabularies, and training materials. Provided advice on building additional subject taxonomies for individual disciplines.

Kaiser Permanente

Developed an enterprise-wide document typology to support a HIPAA-compliant members’ benefits and clinical information services, validated the typology, and developed the governance processes for maintaining the scheme.

Learn and Serve America

Provided evaluation and coaching services to assist staff through the process of developing a new taxonomy for the National Service Learning Clearinghouse.

Library of Congress Congressional Research Services

Developed a data model and faceted taxonomy for legislative data; identified and mapped the data model to the legislative data sets; tested open source entity extraction tools against the legislative data sets; and assisted in the development of working prototypes to demonstrate a) data extraction from unstructured information using text analytics, b) associating metadata by querying across legislative data sets, and c) batch metadata management.

Macy’s.com

Conducted an audit and analysis of product attributes, and then developed personalization attribute guidelines for a subset of the Macy’s.com product taxonomy for Women’s ready-to-wear.

Massachusetts Medical Society

worked with the Association to evaluate the current information processing and access environment, identify the key issues that need to be addressed, and develop tactical recommendations for short- and medium-term technical decisions that should be made to support the production and distribution of publications including the New England Journal of Medicine and Journal Watch.

Microsoft.com

Developed the taxonomy for Microsoft’s Next Generation Network, a new information architecture for serving up content dynamically on the third most visited website in the world. Designed and analyzed the results of a test of alternative website navigation schemes using task-based scenarios with microsoft.com website users.

Microsoft Education

Helped establish and review the high-level requirements for the learning objects collection as well as Microsoft’s overall objectives for the Education Community products; and defined the appropriate metadata structure and taxonomy to meet those requirements and objectives.

Motorola Semiconductor (now Freescale)

Prepared metadata and taxonomy recommendations to develop and support a content supply chain.

My Wire

Reviewed content classification system for this (now defunct) content aggregation start-up, and made recommendations on how to improve and maintain it.

NASA

Completed a classification scheme that encompasses all of NASA web content and provided three specializations for internal and external portal projects. The taxonomy was then refined and standard formats were developed to support its use. The NASA Taxonomy website was built to provide access to the taxonomy. A number of websites have been built using the NASA Taxonomy including one which provides access to multiple document repositories including technical reports, lessons learned, and mission documentation using the Seamark engine. A governance structure was developed and framework developed to make the Taxonomy a NASA standard.

Reviewed Goddard Space Flight Center taxonomies, and their potential for integration into the NASA Taxonomy.

National Association of Realtors

Identified and prioritized facets for a web taxonomy based on previous taxonomy and user experience work, prepared a high-level taxonomy and vetted it with an internal taxonomy working group, designed a test of the taxonomy approach using task-based scenarios with realtors.org website users, and developed the process to maintain the taxonomy with a light weight governance model.

National Science Foundation

Developed requirements to acquire and stand up a taxonomy management tool to enable aggregation and disaggregation of survey data collected and published by the National Center for Science and Engineering Statistics (NCSES).

Nike Digital

Built an intuitive information architecture foundation and powerful taxonomy and metadata design to support new growth opportunities of the business, and to provide customers with an intuitive and efficient way to explore content related to the broad selection of sports, products and marketing to be used with its Adobe CQ5 content management system.

NuSkin

Facilitated a workshop to assist the data governance working group in the development of a Nu Skin SKU Taxonomy strategy to be implemented as part of a Master Data Management program.

Occidental Petroleum

Developed an intranet taxonomy to support migration of OxyNet to Microsoft SharePoint 2010. With the distributed content management enabled by this SharePoint implementation, the taxonomy supports content search and the uniform definition of content for efficient processes that enable dynamic content delivery.

OCLC

Developed outreach template to lobby software vendors to implement support for Dublin Core Metadata Initiative.

Developed recommendations for a new business model for the Dewey Decimal Classification.

Oracle

Taxonomy Strategies built a taxonomy that accurately reflected Oracle’s product and service offerings, that could be used to automatically identify application and technology bundles and applicable industries, and that could be effectively used for website search and browse applications on Oracle Events, Oracle Pressroom and Oracle Technology Network: OTN Semantic Web (Beta)

Pearson Higher Education

Developed a reproducible process to develop discipline-based taxonomies with mapped learning objectives, and tested it on working with acquisition editors for the paralegal and culinary arts disciplines.

PeopleSoft

Developed core metadata specification and faceted taxonomy based on Dublin Core.

Ritchie Bros. Auctioneers

Developed the attributes and dropdowns for this industrial auctioneer’s mobile data collection tool used by the field staff to do property inspections and appraisals of heavy equipment.

Small Business Administration

Developed taxonomy specifications for populating the metadata for the GSA Business Gateway e-Forms initiative.

Singapore Infocomm Development Authority

Developed, documented, and assisted in the implementation of the Singapore Government Metadata Standard (SGMS) for all Government-owned content. The SGMS standard is the underlying structure that enables the Singapore Government online search website.

SNC-Lavalin

Helped the information management team develop a metadata and taxonomy framework to be implemented initially on a SharePoint intranet, and the governance structure for maintaining it.

Social Security Administration

Prepared taxonomy recommendations for tagging web content with Dublin Core metadata, and developed new vision for flexible site organization, site navigation & site search that uses explicit metadata.

Sprint

Identified existing controlled vocabularies, prepared high-level taxonomy, tested taxonomy by tagging content samples, and prepared taxonomy roadmap and governance documentation.

Substance Abuse and Mental Health Services Agency (SAMHSA)

Designed a unified metadata specification and taxonomy model for the SAMHSA Health Information Network (SHIN) merging the National Clearinghouse for Alcohol and Drug Information (NCADI) and the National Mental Health Information Center (NMHIC) with other agency resources. The SAMHSA Store uses the taxonomy both to tag publications and to browse for them on the website. SAMHSA Information Tools increases the availability and visibility of SAMHSA information while offering tools for analysis, visualization and mash ups with other sources.

Time, Inc.

Developed a specific content aggregation XML DTD based on the PRISM (Publishing Requirements for Industry Standard Metadata) specification. This DTD was used for Time Inc., and other publishers, to exchange articles and extensive metadata between internal systems and to provide them to external parties.

Tractor Supply.com

Revised the product categories taxonomy to absorb large increase in number of SKUs, identified universal product attributes, and provided cross-merchandising to support the best search and navigation for the site.

U.S. Dept. of Agriculture Economic Research Service

Developed scalable metadata framework to enable content reuse, and handle changes in business goals, customer needs, and retrieval concerns.

U.S. Dept. of Agriculture e-Government Program

Validated core metadata specification and faceted taxonomy based on Dublin Core, National Agricultural Library Thesaurus (NALT), and other pertinent vocabulary standards to be used as the standard for agency-wide information management.

U.S. Dept. of Education

Validated conformance of ERIC (Education Resources Information Center) metadata schema to the Qualified Dublin Core metadata model..

U.S. Dept. of Homeland Security Citizenship and Immigration Services

Collected and analyzed user requirements for the metadata and indexing for an Enterprise Document Management Service (EDMS) capability to store, manage, search, and view images for agencies requiring information.

University of California San Francisco

Created the metadata schema and taxonomy to support an open source ResourceSpace digital asset management initiative to create a searchable database of historic photographs, contemporary organizational images, and marketing and branding collateral for the School of Pharmacy’s external communications.

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