Taxonomy Employee Central.

1. TaxonomyEmployee Central. Learning Objectives: To learn all the basics, including governance, about Halliburton’s Taxonomy and what it provides for Halliburton’s single-entry portal -- Employee Central.

2. Halliburton Intranet Discovery… what employees said “It is a vast source of information, if you know where to find it.” “…too Houston-centric…” “It’s a garden full of weeds.” “I don’t rely on HalWorld.” “I don’t think to use HalWorld first.” “No one owns HalWorld.” “ There’s no solid process for managing content.” “We need balanced governance, control with flexibility” Source: AGENCY.COM

3. What is Taxonomy? • Taxonomy is the science or technique of classification or categorization. The method is to create a series of hierarchical groups to make them easier to identify, study, or locate. • A taxonomy has the following elements: • List of standard terms • Hierarchical relationships • Cross references

4. What are the benefits of Taxonomy? • Provide a framework for users to efficiently and effectively search through large volumes or information in order to find what they need. • Increase efficiency by assisting users to find the categories of information. • Improve effectiveness by displaying relevant information based upon the context of the query. • Help focus users on additional categories of information that may provide additional context to an issue.

5. Employee Central will generate significant value in comparison to our current environment 2003 2004 Transformational Efforts Primary Result: $ = Cost Savings P = Productivity Gains

6. Taxonomy CMS Metadata (data about data) General • Title • Description • Content Type • Access Control (Security) • Content Administrator • Content Author • Content Owner • Site Administrator • Legal Approver Subjects • Location • Organization • E&P Lifecycle • Business Process • HSE Equipment & Materials • Product Groups • Tools & Components • Oil, Gas, Chemicals and Lubricants • Customer Challenges • Other Materials & Equipment Administrative Data • Launch Date • Review Date • Expiration Date • New Technology Commercialization Start Date • Allow this file to be indexed for search? • Taxonomy Suggestions Taxonomy Taxonomy

7. Taxonomy (categories) (w/definitions) • Content Type*: These are classifications of information that help filter the type of content. For example, sales and marketing material is typically not to the same technical level as a procedure or policy would be. • Security*: Identifying access to content – restricted, confidential, internal use, public access. • Location*: These are “places on earth” that are generally well known to everyone. Although we may think of NWA's as a place, they are really just a collection of Locations. • Organization*: A collection of people organized in PSL & sub PSL groupings. Our customers do not generally care about our organization. • E & P Lifecycle: This is reflective of a normal working timeline since it represents the serial sequence of events in the life of a well. Many documents relate to several of the lifecycle categories. • Business Process: This relates the document to the HMS system. Many documents relate to several Business Process categories but the majority of the documents are under categories called “Develop Solutions” and "Execute and maintain Business.” • HSE: Categories of Health Safety & Environment. Note that the HSE facet actually contains HSE categories of information. • Product Groups: These are high-level Services or high-level (large category) Products that a customer understands. Sub Categories of Product Groups are smaller groupings of services or Products. For example, “Drill Bits” is a product group and “PDC bits” is a subcategory of Drill Bits. • Tools & Components: These are the downhole tools that are used to perform services or make up products. Note that a 6" bit is a tool. • Oil, Gas, Chemicals & Lubricants: These are the chemicals, additives, etc that make up the chemical services we offer. • Challenges: This is the root problem that a customer faces. Anything that is a service in our price book is not challenge. Challenges are generally reservoir- and environment-related. • Other Materials & Equipment: These are basic materials like cement & salt; as well as items that are purchased from others like pumps, trucks and cables. Most of the surface equipment falls in this category. * = Required Fields

8. Each Taxonomy category contains several terms to select –snapshots below show terms under various facets Business Process: Locations: Tools & Components: Exploration and Production:

9. Taxonomy Categories – as we work with different groups we help them understand which facets apply? Sample * = Required Always = ● Sometimes = ○ Never = N/A

10. There is a process to ensure the existing taxonomy matches each group’s needs • Define organization and sub-organization (understand all players) • Define Categories of Processes (any key methodologies) • Define Categories of Tools • Discover Types of Content/Documents – do you have policies, procedures, business practices, organization charts, contact lists, general presentations? • Fill in gaps – what is left from above that needs to be a category? • Discover if locations are important to your documents (country, state, city) or locations might be better defined at a Halliburton organization level

11. Tagging Quality = Better Web Presentation Content Migration--ExistingContent TaggingEnhancement Evolution of Content Tagging 100% 80% CMS Lifecycle Tagging Quality/Content Presentation 50% Month X Month X + 60 days Time Conceptual Representation

12. SummaryEmployee Central. What about governance? How can you prepare?

13. Why is Taxonomy governance necessary? What about governance? “What is your biggest portal challenge”? Governance Organizational issues 71% Portal design issues 23% Forrester Research Report Making Enterprise Portals Pay Implementation issues 15% Technology Portal server function issues 6% Definition of Governance • Governance is a structure of shared ownership and accountability for strategy, development, and operations • Employee Central will provide a platform for integrated service delivery across Halliburton • Therefore, there is not one owner of all business applications, or a natural owner within most organizational structures

14. Taxonomy Roles What about governance? • Taxonomy Editor – Owns the taxonomy change and maintenance process • Taxonomy Steering Committee – Provides strategic direction • User Group – Content authors, owners and users

15. Start User group works with Taxonomy Editor to update related materials Success-ful test? User group requests taxonomy change User group accepts or appeals decision User group tests taxonomy changes Modifica-tions Complete Yes Taxonomy Editor informs & explains reasons to user group Strategic Direction Taxonomy Editor informs User Group of completed changes No No Taxonomy Editor works with user group to make changes Taxonomy Editor assess business need for change Yes Taxonomy Steering Committee Approve change? Taxonomy Change Process What about governance?

16. Taxonomy Maintenance What about governance? • Deleting a category requires a review of all documents tagged with the category. • Automatically changes the category tags in the documents. Deleting taxonomy terms Changing a Category/Term Adding new terms to the taxonomy • Requires review of all documents in the next higher level category and may require review of other categories. • New categories should only be added if the parent category has more than 20 documents

17. There are many pieces that must fit together for Employee Central How can you prepare? Portal Security / Administration / Tracking Role / Workflow-based / Personalization / Branding My Workplace Communities Workgroups Organizations Collaboration Content - CMS Identity Mgmt Info Retrieval Doc Sharing Threaded Discussions Web Content Mgmt Doc Mgmt Digital Asset Mgmt User Profiling Single Sign-on Search Taxo-nomy Expert Locator App Sharing Instant Messaging Business Process Automation Multichan. Access Applications… Sub-Portals… Wireless Access (e.g. PDA) Mobile Access (on/offline) = Employee Central components in this presentation = Other IT initiatives to compliment the Employee Central

18. Thank You TaxonomyEmployee Central. community pages only