I've been getting questions from my team about the importance of tagging taxonomies in Dovetail with the recent enhancements of contextual chat, magic insights, and other Dovetail AI capabilities. We've been attempting to create a global taxonomy. We have a lot of different tagging approaches, but I wonder if setting up a uniform tagging taxonomy is still worth the time? Thoughts?
I've been thinking about this too. I still use the taxonomy because it's an extremely useful fallback when ai fails (which it does sometimes) - as your repository grows, search is also more likely to have a hard time querying everything that exists. I use tags to narrow things down sometimes (ie I want to ask more nuanced questions of data that I know lives in a certain topic tag)
In our case (B2B research, AI doesn't work at all, so tags are extremely important)
I have gotten the question many times from my organization and I have a different reason why tagging taxonomy is important. We have one global tag-board that is available for all projects. We have 5 divisions in our company, and therefore also 5 different focus areas. A global tag-board makes it easier to align on which words and phrases we use, which in turn ensures that everyone has access to relevant insights across all divisions, and it makes it easier for me to create feeds that actually provide value, since I can see which tags are used most often. I allow projects to create their own tags, if none on the global board fits with their needs. Once every 3-6 months, I download all tags and run them through copilot to create clusters and tag-groups, to refine the board and ensure descriptions for all tags are descriptive and relevant, so the magic highlights can improve workflow 🙂