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SMILE - 07/10/2014 Boost your Searchandising with ElasticSearch

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Conférence Smile au Bargento 2014 Intervenants : Farid Aït Abdeslam, Consultant ecommerce Smile et Aurélien Foucret, expert technique Smile. Lorsqu’un moteur de recherche interne à un site fonctionne, les visiteurs deviennent plus facilement des acheteurs : le parcours de navigation est raccourci, la réponse à leur problématique est immédiate. Smile met en œuvre aux côtés de Magento une technologie de recherche innovante basée sur ElasticSearch, améliorant les performances et ouvrant également la voie vers de nombreuses fonctionnalités telles que la recherche contextuelle, la recherche floue, la percolation, et des capacités de merchandising avancées… le tout Open Source.

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Page 1: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

SMILE - 07/10/2014

Boost your Searchandising

with ElasticSearch

Page 2: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

2

SPEAKERS

FARID AIT ABDESLAMeCommerce Consultant

[email protected]

@faitabdeslam

AURÉLIEN FOUCRETR&D Manager

[email protected]

@afoucret

October 2014

Bargento

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3

October 2014

Bargento

SMILE IN A FEW FIGURES

Leading European open source integrator

More than 20

More than 35

More than 50

YEARS EXPERIENCEIN OPEN SOURCE

PARTNERSIN OPEN SOURCE

MILLION EUROSIN TURNOVER IN 2013

700OPEN SOURCE

EXPERTS

25%INCREASE IN TURNOVER

PER YEAR

Page 4: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

4

17 OFFICES

IN 7 COUNTRIES

October 2014

Bargento

Page 5: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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WHAT DO WE DO FOR YOU ?

October 2014

Bargento

CONSULTINGProject Framework / Audits / Benchmark

DIGITALVisual identity/ Ergonomics

Accessibility / Editorial

Strategy / SEO

HOSTINGHosting / Corrective and

upgrade Maintenance /

Support

TRAININGChange management

Intra and inter company training

ENGINEERINGConception / Development /

Configuration

A 360°

SERVICE FOR YOUR

PROJECTS

Page 6: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »
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7

OUR EXPERTISE AND OUR BELIEFS

October 2014

Bargento

ARE DETAILED IN OUR WHITE PAPERS

Web Culture

System

E-business

Content Management and DMS

ERP et Business Intelligence

OVER100 000

DOWNLOADS PER YEAR

Page 8: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

8

OUR REFERENCES

October 2014

Bargento

70%OF CAC 40

COMPANIES HAVE TRUSTED US

Page 9: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

9

SMILE IS THE LEADING EUROPEAN

SMILE IS THE BIGGEST OPEN SOURCE PLAYER IN EUROPE

700 employees, 17 offices, 300 new projects per year

MULTI-TECHNOLOGIES, A UNIQUE EXPERTISE

More than 35 technological partnerships, the highest level of recognition for most

October 2014

Bargento

OPEN SOURCE INTEGRATOR

Page 10: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

10

SMILE & MAGENTO

150 trained engineers

15 certified developers

80 projects

6 years of experience

45 000 man days produced

Gold Partner

PARTNER OF THE YEAR

October 2014

Bargento

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11

SMILE OPEN SOURCE SOLUTIONS

We did it first :)

Integration of key solutions to Magento

LAND OF INNOVATION

October 2014

Bargento

https://github.com/Smile-SA

Page 12: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

12

ELASTICSEARCH

MATURE & EFFICIENT

October 2014

Bargento

Page 13: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

13

ELASTICSEARCH

Distributed RESTful search & analytics server

Build on top of Apache Lucene

Drop in replacement for SolR

Open Source License

Apache 2

Unique features

Percolation

Aggregations

Hadoop Integration

Quick learning curves & deployment

WHAT IS IT ?

October 2014

Bargento

Full text search

Schemaless

Real time indexing

Real time analytics

Distributed & High availability

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14

ELASTICSEARCH INC.

THE COMPANY BEHIND ELASTICSEARCH

October 2014

Bargento

2 HQ

US : Los Altos (California)

EU : Amsterdam (Netherlands)

Offices in France

Other Open Source projects (ELK) :

Big momentum on the market

8+ million downloads since 2010

> 500 000 downloads per month avg.

90 employees

Revenue growth : 400% last 6 months

Bu

sin

ess

Mo

de

l •Sales support and training for ElasticSearch

•3 levels of support (Silver, Gold, Premium). Per node

•Up to 24/7 SLA

Inv

est

ors •Benchmark Capital

$10M Series A, 2012

•Index Ventures$24M Series B, 2013With participation from Benchmark Capital

•New Enterprise Associates $70MSeries C, 2014With participation from Benchmark Capital and Index Ventures

ElasticSearch KibanaLogstash

Page 15: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

15

ELASTICSEARCH

WHO IS USING IT ?

October 2014

Bargento

Page 16: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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SEARCHANDISING

LESSONS LEARNED

October 2014

Bargento

Page 17: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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SEARCHANDISING

What is Searchandising ?

1 - Search

o Up to 70% of the visitors use the search bar

2 - Merchandising

o new

o special offer

o promotion

o destocking

LESSONS LEARNED

October 2014

Bargento

Page 18: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

18

SEARCHANDISING – LESSONS LEARNED

Fulltext relevancy

What field is used into search ?

How are field analyzed ? What are their respective weight ?

Fulltext is only a small part of what matter when dealing with an

eCommerce website

Other parameters of relevance are :

Business rules

Customer behavior

WHAT IS RELEVANCE FOR AN ECOMMERCE WEBSITE ?

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

RELEVANCE = FULLTEXT RELEVANCE + EXTERNAL SIGNAL RELEVANCE

Page 19: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

19

SEARCHANDISING – LESSONS LEARNED

Data can help you to make better decision from insights on customer

behavior

Find new relevant optimization based on trends, sales, …

Is your search engine able to apply rules on insights ?

Search optimization is an Iterative process :

FOCUS ON CUSTOMER BEHAVIOR

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Collectdata

Analyzebehavior

Optimizeengine

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SEARCHANDISING – LESSONS LEARNED

Rich autocomplete

Get the user to the right content directly

Multiple content type : products, category, …

Rich faceting features

Multiple select facets

Range sliders

Category built on search engine rules

Personalization / Contextualization

Experiment optimization through A/B testing

OTHER IMPROVEMENT AREA

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Page 21: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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SEARCHANDISING – LESSONS LEARNED

Use self-hosted search engine instead of SaaS solution

Weak network introduces latency and less security

Customization

The editor have his own roadmap

No way to have your own

Indexing

Most of the platforms does not provide real time indexing leading to inconsitencies between database

and search engine

Inconsistencies lead to the « holes into product list syndrom »

Retroaction on the platform not smoothly managed (Magento caches,Varnish ,…)

Unconsistent features

Most external searchandising are not well integrated into Magento

2 admin interface ; one for Magento, one for the searchandising

Useless feature : not consistent with the way Magento works.

WHAT ABOUT EXTERNAL SEARCH ENGINES ?

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Page 22: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

22

MAGENTO

& ELASTICSEARCH

October 2014

Bargento

Page 23: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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MAGENTO & ELASTICSEARCH

An Open Source module

Smile Magento ES a.k.a Smile Searchandising Suite

Integration of ES into Magento

Drop-in replacement for SolR

Combining our long experience with OSS Search Engine

High quality implementation

Does not break Magento standard feature

Built for extensibility

Upgradable : our module is upgraded with every new Magento version

The ultimate goal : give merchant tools to improve conversion with state of art features

OUR MODULE GOAL

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Page 24: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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MAGENTO & ELASTICSEARCH

Fulltext Search improvements

Fine control on what fields are used in search and their respective weight

Fuzzy search : search for « Frankenshten » and get the results for « Frankenstein »

KEY FEATURES – FULLTEXT SEARCH

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Rich faceting toolkit

Multiselect facets implementation

Price ranges, rating filters, …

Easier customization of the facets logic and templating by developers

SEO optimizations

Autocomplete framework

Autocomplete popular searches, products and categories

Customizable templates (e.g. : display product images and prices)

Pluggable models allowing developpers to easily add their own autocomplete (store, CMS, …)

Page 25: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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MAGENTO MODULE

Behavorial data collect : get richer from your clients

Our module collects all your clients behavior and creates a knowledge database you can query at will

Real time data refresh : don’t miss the trends

Use it into merchandising optimizations rules

KEY FEATURES – MERCHANDISING

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Smart categories

Build categories by defining search engines queries and not by

picking products one by one

o Ex : « All discounted products that are in stock »

Nice UI for rules administration

Optimizations tunning – Rules based relevancy

Append business rules to your catalog to modify relevancy

o « Boost all products which are in stock »

o « Boost all products of category HighTech »

Pluggable system : developers can append new models easily

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MAGENTO MODULE

Built for Magento, into Magento

Deep Magento integration.

Operate everything from Magento admin. No additional back-office.

Optimized data indexing. Get your catalog updated in real time and reduce your time

to market.

KEY FEATURES

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

ElasticSearch : a scalable and secured backend

Scale over many servers when your catalog or your business grow

Avoid downtime with : automated failover when a server fails or during maintenance

Snapshot and restore in minutes the whole cluster. Easy to backup.

Monitoring tools available from ElasticSearch Inc. (Marvel)

Designed for extensibility

Your business is unique. Your search engine should be too.

Many extension hooks shipped by default (templating, custom optimizations models, and new features)

Index what you need in custom indices (stores, cms content, …)

Page 27: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

Demo time

Page 28: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

28

ELASTICSEARCH & MAGENTO

Technology stack :

GLOBAL ARCHITECTURE

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

Website Users

Search Queries

Catalog IndexBehavorial Data Index

Website Usage Collect Data

Smile Webtracker

Product Data Indexing User Behavior Indexing

Smile_ElasticSearch

Smile_VirtualCategories Smile_Tracker

Smile_SearchOptimizer

Smile_Modules :

Page 29: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

29

ELASTICSEARCH & MAGENTO

First release : technical core containing

Indexing, search and autocomplete

Available as soon as Friday on our GitHub

Compatibility :

Magento EE 1.13.x & 1.14.x and Magento CE 1.8.x & 1.9.x

ElasticSearch : 1.2.x & 1.3.x

Later this year release of more modules :

Virtual categories & Search optimizers

New features (see roadmap)

OPEN SOURCE RELEASE

07 Oct. 2014

Bargento - Boost your searchandising with ElasticSearch

http://github.com/Smile-SA/

Page 30: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP

October 2014

Bargento

HIGHLIGHTS

Page 31: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP HIGHLIGHTS

Collected data will allow us to build recommenders into our

module :

Cart recommendations

User recommendations

People who viewed this products are also interested by this product

Recurring bought products

Machine learning algorithms :

From Spark Mlib

Customizable

Other :

More like this into ES (avoid cold start)

Manual recommendations by the merchandiser

RECOMMENDATIONS

October 2014

Bargento

Page 32: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP HIGHLIGHTS

Search relevance is matter of context

Two kinds of context :

User related :

o A customer looking only at « Women products »

o A customer buying only products with size « M »

Navigation related :

o An user has launched a search from the « Book » category

In both case we should be able to influence relevancy from these

contexts buy boosting product matching the context

The more an user is using your website, the better his shopping experience is

SEARCH CONTEXTUALIZATION

October 2014

Bargento

Page 33: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP HIGHLIGHTS

SalesRules in Magento :

Defined by rules (just like VirtualCategories)

Can be associated to banners

Goals :

Better relay of your promotional operation

Trigger the right banner when an user is « near » a promotion

Based on the defined rules

Display tags and labels on products if it match a promotion

To provide this features we will use an feature that is unique to

ElasaticSearch : the percolator

PROMOTION TOOLKIT

October 2014

Bargento

Page 34: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP HIGHLIGHTS

Magento catalog is products centric

It’s great for your eCommerce main

offer

Need for an additional layer into

Magento : the offer

You want to sell produts for other merchants

You are a retailer with many point of sales

ElasticSearch will be central in our

effort to integrate the cross-channel /

marketplace logic and present offers

CROSS CHANNEL / MARKETPLACE

October 2014

Bargento

Product (eCommerce)

Offer Paris Store

OfferMerchant 1

Offer London Store

OfferMerchant 2

Page 35: Bargento 2014 : conférence Smile « ElasticSearch booste la recherche Magento »

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ROADMAP HIGHLIGHTS

Will the module be outdated with Magento 2 ?

Our module will be updated with Magento

This include Magento 2

MAGENTO 2 SUPPORT

October 2014

Bargento