ASML's Taxonomy Adventure by Daniel Canter
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The document outlines ASML's comprehensive approach to developing a taxonomy for knowledge management, emphasizing the importance of effective content organization and discoverability within the organization. It details the project's phases, stakeholder engagement, and challenges encountered, as well as lessons learned regarding taxonomy design and management. The ultimate goal is to enhance employee access to information, streamline content discovery, and support organizational growth and change management.
ASML's Taxonomy Adventure by Daniel Canter
- 1. Public ASML Taxonomy Adventure Taxonomy Boot Camp 2023 Daniel Canter KM Program Manager, Learning & KM, ASML 6th November, 2023
- 2. Public Agenda • About ASML • The Story • Project Approach • Challenges, Successes, and Lessons Learned • Painting the Future Page 2 6th November, 2023
- 3. Public About ASML Page 3 6th November, 2023
- 4. Public Chips are already the fabric of our modern world Page 4 6th November, 2023
- 5. Public ASML makes the machines for making those chips Page 5 • Lithography is the critical tool for producing chips • All major chipmakers use ASML’s technology 6th November, 2023
- 6. Public ASML at a glance Page 6 Q2 2023 results 60% growth in 2 yrs 6th November, 2023
- 8. Public The Story Page 8 6th November, 2023
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- 11. Public What Next?? Page 11 6th November, 2023
- 12. Public 10AREAS OF EXPERTISE KM STRATEGY & DESIGN TAXONOMY & ONTOLOGY DESIGN TECHNOLOGY SOLUTIONS AGILE, DESIGN THINKING, & FACILITATION CONTENT & BRAND STRATEGY KNOWLEDGE GRAPHS, DATA MODELING, & AI ENTERPRISE SEARCH INTEGRATED CHANGE MANAGEMENT ENTERPRISE LEARNING CONTENT MANAGEMENT HEADQUARTERED IN WASHINGTON, DC, USA ESTABLISHED 2013 – OUR FOUNDERS AND PRINCIPALS HAVE BEEN PROVIDING KNOWLEDGE MANAGEMENT CONSULTING TO GLOBAL CLIENTS FOR OVER 20 YEARS. PRESENCE IN BRUSSELS, BELGIUM EK At A Glance STABLE CLIENT BASE
- 13. Public ASML’s Taxonomy Journey 2022Q1 KM strategy defined Taxonomy key need 2022Q2 RFP sent out EK Hired 2022Q3 Project kickoff Jan 2023 1st Version validated Governance model Mar-Jun 2023 Implementation planning TOMS RFP Jun-Nov 2023 Taxonomy enrichment IT Purchasing Nov 2023 on Lets implement! 13
- 14. Public Enable faster access to Learning and Knowledge content by using faceted search (e.g. by topic, purpose, location, etc.). Add a layer of findability and discoverability for employees to find organizational content faster and more easily across content repositories, including the Intranet. Implement a user-centric and scalable taxonomy to help organize, find, and discover content and supports organization’s end-to-end KM approach. Tag Learning and Knowledge content using terms from a customized taxonomy that represents the content needs of groups to increase the accuracy of search. Provide a customized experience for end users of the Intranet by targeting content to specific audiences, ensuring that the right people have access to the right content when they need it. Implement a governance model that helps maintain and evolve the taxonomy and aligns with organization’s organizational culture and rapid growth. ASML’s Taxonomy Needs
- 15. Public Priority Personas and Use Cases for ASML Engineer New Hire Office Worker Auto-tagging Standardization of Vocabulary Skill/Competency Tagging & Learning Paths Technical Content Findability, document & content types Personalized Support a New Hire to find relevant content. Streamline User's experience Develop an Employee’s skills & performance Improve search & discovery of content, provide basis for knowledg capture
- 16. Public Priority Personas and Use Cases for ASML Engineer New Hire Office Worker Auto-tagging Standardization of Vocabulary Skill/Competency Tagging & Learning Paths Technical Content Findability, document & content types Personalized Support a New Hire to find relevant content. Streamline User's experience Develop an Employee’s skills & performance Improve search & discovery of content, provide basis for knowledg capture
- 17. Public ENTERPRISE KNOWLEDGE ASML Priorities for TOMS Implementation People to content Content to people People to people FINDABILITY, DICOVERABILITY PUSH CONTENT CONNECT PEOPLE Relevant
- 18. Public Project Approach Page 18 6th November, 2023
- 19. Public Collaboration The ability for stakeholders and users to work together in terms of content creation and content management. Includes the ability to co-author, co-edit, and work on a document alongside other users at the same time. Governance The roles, responsibilities, processes, and procedures necessary to ensure that an organization’s content, taxonomy, information architecture, and search continue to meet and reflect evolving needs of the business and users over the long term. Taxonomy & Information Architecture Taxonomies are controlled vocabularies used to describe or characterize explicit concepts of information. Information architecture, alongside the taxonomy, works to guide the standardization and simplification of where and how content is stored and tagged. Change Management Addresses modifying behavior, impacting culture, and realizing ROI while building internal capacity to manage change. It places people at the center of the process to make change real and ensure it sticks. Search The best search experiences connect people to information, information to information, and people to people, and address the foundational concepts in search including action-oriented results, faceting, semantic capabilities, analytics, and governance. Automation The ability to reduce the manual work associated with tasks, processes, and procedures through the creation and application of technology. Content & Document Management The strategies, methods, and tools used to capture, manage, store, and share content and documents in the most optimal way possible. Holistic Approach to Taxonomy 6th November, 2023 Page 19
- 20. Public Taxonomy Design Activities Cross-organizational groups of stakeholders shared their vision of the taxonomy for ASML and provided candidate metadata fields and taxonomy use cases. Workshops Focus groups per business area helped identify metadata fields that were unique to their own business area vs. applicable to the organization as a whole. Focus Groups Interviews with key project stakeholders and senior leaders provided ASML’s short-term and long-term vision for ASML’s Taxonomy. Interviews Demos of content management systems and learning management systems allowed the project team to align on the organization’s content and taxonomy strengths and gaps. System Demos A manual reviewing of individual pieces of content (e.g. documents or website pages) helped identify patterns of content and possible taxonomy terms. Content Analysis A “quick reference” list of past or existing documents was helpful to identify details about ASML’s current and previous content management, taxonomy, and search efforts. Background Documentation Review The use of a text mining entity extraction tool (PoolParty) helped uncover the complexity of information and identify new terms to seek, find, and relate Intranet content. Corpus Analysis 6th November, 2023 Page 20
- 21. Public Tree Test An online activity where users were asked questions in relation to specific content items while navigating through one of the taxonomies. This activity helped validate the intuitiveness of the taxonomy design. Test Tagging In this activity, users were asked to tag sample content items with selected areas from the taxonomy design. This activity provided insight into the completeness and intuitiveness of the taxonomy design. ● Focus: Employee Support Topic Taxonomy Three sets of validation activities were chosen to evaluate the completeness, usability, and alignment of the starter taxonomy design over the course of a 5-week period Validation Discussion Facilitated meetings with key stakeholders to view the Enterprise Taxonomy at a high-level encouraged participants to discuss potential areas for further development or refinement. ● Focus: Enterprise Taxonomy Overall Taxonomy Validation Activities Corpus Analysis The corpus analysis was conducted with Intranet content to seek candidate terms and assess the completeness of the Topic taxonomy. ● Focus: Document Type and Employee Support Topic Taxonomies ● Focus: Employee Support Topics Taxonomy 6th November, 2023 21
- 22. Public TOMS Taxonomists Auto-tagging Programmatically tagging content using taxonomy concepts and storing concepts as metadata alongside content in source system. Connector Cornerstone Solution Architecture Features: Auto-tagging Synonyms Multi-Lingual Support Connectivity (APIs) Security
- 23. Public The design included 13 taxonomies with 1,795 terms. Validation activities included participation from 246 stakeholders from across the organization. Taxonomy Design and Validation
- 24. Public Learning Content Org Structure Job Architecture Product Competences Employee This model unifies the 3 models developed with inputs from on site workshops and incorporates feedback from validation sessions. There are 7 main areas of the starter ontology for ASML, shown below. Legend Ontology Design and Validation
- 25. Public Challenges, Successes, and Lessons Learned Page 25 6th November, 2023
- 26. Public Challenge 1: Stakeholder Management Lots of very engaged stakeholders, all with ideas, none with any time ASML is a network organization We all have a voice that wants to be heard. Everyone that touched something to do with this project became an interested party and needed to be managed. 26 Stakeholders Engaged Online Tree Test Validation Activity Participants 84+ 246 1 ASML project team So, so, so many stakeholders… • Different stakes • Different levels of understanding • Very limited time availability and lack of meeting discipline • Persistent need for rescheduling Lessons Learned: • Plan meetings weeks in advance • Get whole teams involved, not just representatives • Have a well-organized stakeholder list 6th November, 2023
- 27. Public Challenge 2: Input Volume Limited scope of Learning & knowledge Management 36 systems + SharePoint + Teams + Intranet 27 30 Taxonomy Sources 1.3k + ASML Taxonomy Terms Analyzed 7 System Demos & Taxonomy Walkthroughs ASML asked itself: • Where to start? • What to focus on? • How do we create something useful from all this? Lessons Learned: • Limit scope to 1-2 systems that impact a wide audience 6th November, 2023
- 28. Public Challenge 3: How to choose the management system? There was no internal understanding of such systems beyond data management & editorial 28 What is a Taxonomy Ontology Management System? How does this help? How does it work? Why is it different from what we have? What will it do for the organization? Lessons Learned: What do we know is needed: 1. Do the research on your repositories 2. Spend time working out the elements you need 3. Work VERY closely with IT Architecture teams 4. Connect closely with your data office 5. Get the CIO involved, make the connections 6th November, 2023
- 29. Public Challenge 4: Lack of Understanding of Future Possibilities The people that understand Taxonomy are very thinly spread, so lots of questions 29 How does this help? What is Taxonomy for? How do we use it? How does it relate to search and findability? Is it required for A.I. to work? Lessons Learned: • Involve the business early on to discuss “what can we do with a Taxonomy once we have one?”, “which advanced taxonomy use cases can we support in the future?” • Involve the technical team to identify technology capabilities and limitations and align with the business needs. 6th November, 2023
- 30. Public Painting the Future Page 30 6th November, 2023
- 31. Public FOLKSONOMY CONTROLLED LIST TAXONOMY ONTOLOGY KNOWLEDGE GRAPH ARTIFICIAL INTELLIGENCE Free-text tags. List of predefined terms. Improves consistency. Predefined terms & synonyms. Hierarchical relationships. Improves consistency. Allows for parent/child content relationships. Predefined classes & properties. Expanded relationships types. Increased expressiveness. Semantics. Inference. Capture related data. Integration of structured and unstructured information. Linked data store. Architecture and data models to enable machine learning and other AI capabilities. Drive efficient and intelligent data and information management solutions. 6th November, 2023 31
- 32. Public Recommender Systems Data Management & Quality Auto-tagging Taxonomy & Ontology Development Standardization and Dereferencing Natural Language and Semantic Search Data Visualization and Reporting Dashboard Data Governance @EKCONSULTING Future Enterprise Applications and Use Cases 6th November, 2023 Page 32
- 33. Public • FIV Taxonomy Design and Validation • Starter Ontology Design & Validation • Taxonomy Governance Model Creation & Validation • Solution Architecture & TOMS Selection Recommendations • TOMS Implementation and Integration Roadmap • Taxonomy Enrichment Guidance • Analysis for Pilot Taxonomy Implementation in the Intranet • TOMS Implementation and FIV Taxonomy upload • TOMS Integration with ASML’s priority systems, (Intranet and SharePoint) • TOMS Role-based Training and System Specific Training • Expand Taxonomy Design to Additional Domains • TOMS Integration with additional ASML systems • FIV Knowledge Graph • Advanced taxonomy and ontology applications for AI solutions (chatbots and content recommender systems). Completed Design Phase In Progress Future Implementation Phase Scale Phase
- 34. Public Thanks! Daniel Canter KM Program Manager, ASML