Groundbreaking and Game-changing Enterprise Search

Transcription

1 Groundbreaking and Game-changing Enterprise Search Steve Mann Vice President of Sales Concept Searching Steve Smith Consultant C/D/H Concept Searching 2017

2 Steve Mann Vice President of Sales at Concept Searching has proven expertise in consulting, solutions delivery, sales, and project management in business-to-business environments. He is experienced in Microsoft technologies, including SharePoint, and in providing guidance on best practices, technical advice, and solutions to address a wide range of business challenges, leveraging a combination of Microsoft and third party technology. Steve Smith Consultant at C/D/H is an accomplished and collaborative technology executive with expertise in ensuring the business value justification and envisioning of technology solutions that create real competitive advantage and value. He is an awardwinning consultant, and is internationally recognized as a technology innovator.

3 Agenda Who we are What we do Solution components Business components Demo Business benefits

4 Company founded in 2002 Product launched in 2003 Focus on management of structured and unstructured information Profitable, debt free Technology Platform Delivered as a web service Automatic concept identification, content tagging, auto-classification, taxonomy management Only statistical vendor that can extract conceptual metadata 8 years KMWorld 100 Companies that Matter in Knowledge Management 8 years KMWorld Trend Setting Product Authority to Operate enterprise wide US Air Force, NETCON US Army, and Canadian SLSA Client base: Fortune 500/1000 organizations in Healthcare, Financial Services, Manufacturing, Energy, Professional Services, Pharmaceutical, Public sector and DoD Microsoft Gold Certification in Application Development Member of SharePoint PAC and TAP programs Deployed as a full trust Add-in for all versions of SharePoint on-premises and SharePoint Online, including the latest vnext dedicated platform and the government cloud The Global Leader in Managed Metadata Solutions

5 What Do We Do? Concept Searching s technology platforms deliver semantic metadata generation, auto-classification and taxonomy/term Store management, and are fully integrated with all versions of SharePoint on-premises, Microsoft Online/Office 365, and OneDrive for Business These infrastructure platforms integrate not only with SharePoint but also other content repositories, search engines and file shares, enabling our clients to add structure and manage their enterprise content, regardless of environment The resulting classification metadata is used by clients to deliver intelligent metadata solutions in areas such as enhanced search, migration, data privacy, records management, policy enforcement, compliance, text analytics, and business and social collaboration

6 I Can t Make My Users Add Accurate Metadata You are not alone most users cannot find what they are looking for either 93% of organizations rely solely on end user tagging Search is viewed as essential, but little is being done by organizations to improve results IT regards developing an enterprise metadata repository as daunting Business process owners don t know the problem can be fixed Metadata, auto-classification, and taxonomies are not household terms Information governance is outside the realm of the majority of organizations, unless their metadata is high quality and managed Office 365 and OneDrive for Business have raised concerns about security, compliance, and lifecycle management Organizations can no longer keep up with the influx of unstructured data

7 Why Does Search Make It So Hard To Find Anything? It s hard to find anything Each Source System of Record may Have different login/security Active Directory, LDAP, Kerberos, custom Contain both structured and unstructured content Documents, pages, images, drawings, data, metadata Have its own terminology or nomenclature Customers, products, divisions, functions And Network file shares SharePoint, Lotus Notes, and other content management systems Applications finance, HR, sales, marketing, production, custom Database Oracle, Microsoft, IBM Web page, wiki, blog, intranet, extranet, public, chat streams

8 Unique Approach Compound Term Processing Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid Remains unique in the industry Ability to identify and correctly weight multi-word concepts in unstructured text 8 Concept Searching 2017

9 Auto-classification Systems Statistical Taxonomies and thesauri are the foundation of an auto-classifier They provide the vocabulary against which rules are built and teach the machine how to understand and categorize content Accuracy rates with auto-classification systems are approximately 60%-85% (just statistical) Statistical Often use Bayes theorem: measures degrees of belief or degrees of aboutness Use frequency and location to determine important or useful concepts Feed the system example text for the specific category Statistically identifies and extracts significant keywords and patterns Document training sets Match word/concept patterns to categories Often need sets of 50+ documents, or more, depending on the solution Poor document choice can cause pollution/noise Drawbacks Effort required to create the training set Relies on the availability of keyword-rich text Hard to determine problems

10 Auto-classification Systems Rule-based Rule-based Most rely (we don t) on Boolean (and, or, not) categorization rules to find either a positive or negative evidence of a match to a category LexisNexis: and, not, not w/n, not w/para, or, pre/n, pre/, w/, not w/seg, not w/sent, w/n, w/p, w/seg, w/s, atleast, allcaps, caps, nocaps, plural, singular More control over behavior More work Success depends on quality of rules Example: (Google OR Salesforce) NOT LinkedIn Drawbacks Dependent on the richness of the taxonomy and collection of synonyms/keywords Creating and/or tweaking the rules for each category can be onerous depending on the solution Menu-driven, designed for subject-matter experts Most popular taxonomy management suites include auto-classification modules With few exceptions, taxonomy tools are generally rule-based systems

11 Taxonomies Taxonomy (from Greek taxis meaning arrangement or division and nomos meaning law) Science of classification according to a pre-determined system Separates elements of a group (taxon) into subgroups (taxa) that are mutually exclusive, unambiguous, and taken together, includes all possibilities Simple to use and easy to remember TechTarget

12 Management and Refinement of Taxonomies Taxonomy Management Product was designed for subject-matter experts Web-based interface Taxonomy component is most sophisticated in the industry, with unique features to help the taxonomy administrator to easily refine the taxonomy Ability to incorporate your nomenclature and business terms into the taxonomy Automatic clue suggestion Eliminates the need for highly trained staff, consultants, long training periods, or learning a new application language, eliminates Boolean expressions Dynamic screen updating to changes without re-indexing Document movement feedback to see cause and effect of changes

13 Features The goal of search is to find information or what you are looking for Extreme search provides the ability to discover, analyze, visualize, and even apply artificial intelligence Merging of ALL structured and unstructured contents Secure Real-time Normalized unique to your corpus of information nomenclature map I say potato you say potahto CV versus résumé Structured content data from legacy applications and custom databases Unstructured content documents and conversations from file shares and collaboration and communications platforms Content Intelligence is the combination of semantic technology and information science that allows machines to model, interpret, describe, analyze, and visualize the content of the enterprise, in order to leverage the human intelligence locked in that content

14 Deployment Architecture Search Business Intelligence Visualization Analytics Artificial Intelligence RESTful Data Access Search Index (Terms and Metadata) Metadata Injection conceptsearch Metadata Injection Based on Rules (aka Tagging) Search Crawler (Scheduled Full and Incremental) Optionally write back Metadata C/D/H Open Connector Framework for Microsoft Search (Non-invasive and Non-Proprietary Secure Indexing) Network and Authentication Structured Content Un-Structured Content On Premise Business System (Data) SAP Systemanalyse und Programmentwickln SalesForce (Salesforce.com) Siebel (Oracle) Business System (Informix) Business System (Microsoft SQL) SharePoint 365/16/13/10 Network File Share Extranets Documentum Software-as-a- Service Business System (Data) PeopleSoft (PeopleSoft, Inc.) Dynamics (Microsoft) Business System (Sybase) Business System (MySQL) Business System (IBM DB2) Lotus Notes OneDrive Intranet Public Web Box

15 Benefits Innovation Uniform, global practices and work streams Secure Faster and improved decision making Reduced costs Accelerates projects and update processes Flexibility to rapidly support changing business needs and compliance Eliminate duplication Content optimization

16 Outcomes Result is single repository of organizationally-relevant metadata Eliminates end user tagging Normalization of content and removal of ambiguity One source for management Flexibility to rapidly make changes to the repository Easily used by subject-matter experts, with minimal training Scalable High performance Multi-language

17 What to Look For in the Demo Fast Secure Normalized Search Content Sources Visualized Organized Analyzed Find everything within your organization within three seconds Returns only results each person already has access to Based on a corporate, governed nomenclature map Keywords, concepts, compound terms, ranges, and semantics Both structured and unstructured From file shares, LOB systems, databases, websites Full preview of all types of content for visual detection Refinement based on corporate taxonomy Applied artificial intelligence for predictive analytics Delivers unprecedented, unified access to all content

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19 Flexibility Keep it as simple or as complicated as you need Access one application or many Access specific repositories or all repositories that are in use Access databases and/or images Eliminate end user tagging Designed for subject-matter experts Tangible return on investment

20 Next Expert Webinar Collaboration Can Be Dangerous Tuesday, April 4 th 2017 Register In Concept Searching s SharePoint and Office 365 State of the Market survey results, collaboration was seen as a must-have for organizations of all sizes. Information sharing may have unintended consequences, and this webinar examines secure collaboration and ways to overcome potential security breaches. Read more and register in the Upcoming Webinars area of our website.

21 Thank You Steve Mann Vice President of Sales Concept Searching Steve Smith Consultant C/D/H Concept Searching 2017