IDEAS Methodology

Project Initiation

• Review scope
• Review business objectives
• Determine success criteria
• Kick-off meeting
• Plan project

Solution Design

• Define personas
• Determine requirements
• Deal with data connectivity
• Identify reporting needs

Setup and Configuration

• Perform initial configuration in testing environment

Content Indexing Configuration

• Select connectors
• Set up indexing pipeline extensions (IPEs)
• Index sources

Usage Analytics Configuration

• Configure data collection
• Configure reports

User Interfaces Configuration

• Branding
• Requirement specifics

Testing and Quality Assurance

• Tune relevance
• Support business user testing
• Test Coveo Usage Analytics (Coveo UA)
• Resolve issues

Go Live Preparation

• Document the implementation

Go Live

• Provide hyper-care support

Project Completion

• Transfer knowledge to client
• Handover to Coveo Support
• Review success criteria

• Determine business objectives and project guidelines.
• Establish communication processes.
• The PS team gets acquainted with the client personnel.
• Select and configure collaboration tools.

• Review statement of work, licensing, and scope.
• Review business objectives.
• Determine success criteria and measurement metrics.
• Kick-off the project:
  • Introduce PS and client teams.
  • Discuss project dependencies, targets, and timeframe.
  • Align IDEAS with client project methodology.
  • Discuss collaboration and interaction expectations.
  • Determine project meeting and reporting schedule for each phase, along with meeting attendees and report audience.
  • Discuss other client initiatives with potential impact on Coveo deployment.

• Provide timeline constraints.
• Provide information on other projects that may impact the Coveo deployment.
• Provide information on required collaboration with internal teams, such as IT, Business, or other projects.
• Provide business objectives and success criteria.

• Kick-off presentation

• Design the solution so that PS and client teams share a common vision of the work to execute.
• Coveo installation in testing environment.
• The search solution begins to emerge.

Requirements review and gathering, solution design

• Define personas.
• Determine business, functional, user interface, and security requirements.
• Define access to content and metadata.
• Define usage analytics requirements.
• Design and document Coveo solution.

Setup and Configuration

• Obtain appropriate security credentials for all sources and environments.
• Perform initial configuration in testing environments:
  • Install Coveo solution integration, if applicable (e.g., salesforce).
  • Activate Coveo Cloud organization.
  • Configure connectors.
  • Document the initial configuration.

Project Management

• Finalize project plan and timeline.
• Track and report on project activities.

Meetings, collaboration, and communications

• Begin communication and reporting schedule.
• Prepare a relevance workshop with a Customer Success Manager.

• Approve the project plan and align with it.
• Participate in scheduled meetings.
• Participate in requirement workshops to share knowledge of source data and to make design decisions including choosing between many out-of-the-box options.
• Provide indexing accounts, developer accounts, and other IT required accesses.

• Coveo requirements document
• Solution design document
• Project plan

• Implement all parts of the solution.
• Validate and fine-tune data sources.
• Search interfaces take shape in an iterative fashion, consistently syncing with the client to make sure the end-user experience is headed where it should.

Content indexing configuration

• Select and configure connectors.
• Normalize data:
• Normalize data across sources.
• Configure indexing pipeline extensions to improve content retrieval, metadata, and presentation.
• Index sources defined in scope.

Security and compliance

• Implement authentication mechanism.
• Implement security identity providers.

Usage analytics configuration

• Configure usage analytics, search hubs, and custom dimensions.
• Configure reports.

User interfaces configuration

• Configure, tailor, and integrate user interfaces defined in scope.
• Integrate search widgets (e.g., event recommendations panel).

• Iteratively review results following source indexing and data normalization.
• Iteratively review results following user interface customization.

• Coveo Solution in the testing environment

• Test the now fully formed search solution to the utmost, iron out final issues, adjust relevance, review usage analytics.
• The client performs a final review of the solution and decides when to Go Live.

Testing and quality assurance

• Validate results, tune relevance and solution.
• Support client testing.
• Test usage analytics.
• Resolve issues.
• Document deployment guide.
• Plan Go Live.

• Plan and execute tests.
• Report on issues.
• Participate in issue triage meetings.
• Approve solution.

• Coveo solution ready to be implemented in production

• The solution is now a reality, accessible to all targeted end users with monitoring of relevance, query time performance, and usage analytics.
• Documentation is completed and knowledge is transferred to the client and support teams.

Go Live and post Go Live support

• Support Go Live.
• Hypercare support period.
• Knowledge transfer from Coveo to client team.
• Handover to support.
• Review success criteria.
• Project closure activities.

• Plan and execute production Go Live.
• Participate in knowledge transfer.
• Measure success criteria and business objectives.

• An Implementation of Work document detailing what has been implemented
• Knowledge transfer to client
• Knowledge transfer to Coveo Support