How To Drive Intelligent Migration Webinar


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Using conceptTaxonomyWorkflow this webinar will discuss how to use intelligent metadata to drive document migration from file shares to SharePoint, or from SharePoint to SharePoint.
• Setting up the rules
• Automating the classification process
• Identification and tagging
• Metadata driven actions
• Moving content to an appropriate repository for storage and preservation
• Automatic intelligent content routing

Speaker: John Challis, Founder and CEO/CTO at Concept Searching

Published in: Technology, Education
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How To Drive Intelligent Migration Webinar

  1. 1. How To Drive Intelligent Migration John Challis Founder and CEO/CTO Twitter @conceptsearch
  2. 2. • Company founded in 2002 • Product launched in 2003 • Focus on management of structured and unstructured information • Technology Platform • Delivered as a web service • Automatic concept identification, content tagging, auto-classification, taxonomy management • Only statistical vendor that can extract conceptual metadata • 2009, 2010, 2011, 2012, 2013 ‘100 Companies that Matter in KM’ (KMWorld Magazine) and Trend Setting product of 2009, 2010, 2011, 2012 • Authority to Operate enterprise wide US Air Force and enterprise wide NETCON US Army • Locations: US, UK, and South Africa • Client base: Fortune 500/1000 organizations • Managed Partner under Microsoft global ISV Program - ‘go to partner’ for Microsoft for auto-classification and taxonomy management • Smart Content Framework for Information Governance comprising • Six Building Blocks for success • Product Suite: conceptSearch, conceptTaxonomyManager, conceptClassifier, conceptClassifier for SharePoint, conceptTaxonomyWorkflow, conceptContentTypeUpdater for SharePoint The Global Leader in Automated Tagging Solutions
  3. 3. Agenda • conceptTaxonomyWorkflow • Intelligent metadata • Setting up the rules • Automating the classification process • Identification and tagging • Metadata driven actions • Moving content to an appropriate repository for storage and preservation • Automatic intelligent content routing • Demonstration • Document migration from file shares to SharePoint
  4. 4. • Concept Searching’s unique statistical concept identification underpins all technologies • Multi-word suggestion is explicitly more valuable than single term suggestion algorithms Concept Searching has a unique approach to ensure success • conceptClassifier will generate conceptual metadata by extracting multi-word terms that identify ‘triple heart bypass’ as a concept as opposed to single keywords • Metadata can be used by any search engine index or any application/process that uses metadata. Concept Searching provides Automatic Concept Term Extraction Triple Baseball Three Heart Organ Center Bypass Highway Avoid Unique Approach
  5. 5. The Typical Migration Approach • Compliance objectives need to be met, and a typical loop hole is in the migration process • Simply moving documents from one repository is not enough • Content that was typically unmanaged will remain unmanaged • Results in exposing an organization to risk • Information cannot be managed from inception to deletion without comprehensive metadata associated with the content • Migration of unstructured content can be laborious and time consuming • Documents can exist in multiple places at the same time, different revisions of the same document exist, some documents should be deleted, and others should be archived • There may be records that were never declared, as well as confidential or privacy information that will not be identified when migrated • From an information governance approach, mass moving content results in the same problem of mismanaged content
  6. 6. Migration – The Hidden Costs • 84% of data migration projects fail (Bloor) • 72% of organizations delay migration because it is too risky (Bloor) • 70% of projects reported schedule overruns of about 30% while 64% reported average budget overruns of 16% (Hitachi Data Systems) • In an Enterprise Strategy Group survey, 39% perform data migration on a weekly or monthly basis • Major risks identified in migration included unexpected or extended downtime, budget overruns, customer impact (Hitachi Data Systems) • Survey respondents rely on end users to validate whether their data migration was successful or not (Enterprise Strategy Group)
  7. 7. The Intelligent Migration Approach • To migrate document collections effectively, the text content of each document needs to be searched to determine its value • Cannot be done manually • Volume is too high • Consistency of human decision making is unreliable and costly • If manually processed, the security rights of the documents as they are moved to their new location must be applied • General migration tools cannot safeguard document confidentiality because they do not make intelligent taxonomy workflow decisions • As content is migrated it is analyzed for organizationally defined descriptors and vocabularies • Automatically classify the content to taxonomies or the SharePoint Term Store • Automatically apply organizationally defined workflows to process the content to the appropriate repository for review and disposition
  8. 8. Elements of The Intelligent Migration Approach • Index Content • File Shares to File Shares, File Share to SharePoint • SharePoint to SharePoint • Custom Action – from any other repository (.NET code and Web services) • Plug in architecture to custom develop content sources and destination sources • Connect to Concept Searching taxonomies or the SharePoint Term Store • Train system to accurately classify content using clues, multi-word concepts, rules, and metadata clues – file properties, file path, keywords, dates, etc. • Set up rules for workflow • Automatically generate semantic metadata, auto-classify and route to appropriate SharePoint site, library, or folder
  9. 9. What Intelligent Migration Looks Like
  10. 10. Migrate Tagged and Classified Content Intelligently
  11. 11. Demonstration
  12. 12. Next How To Webinar How To Manage the Term Store Date: Wednesday, September 25th Time: 11:30 - 11:45 AM EDT Managing the SharePoint Term Store is a manual process. Learn how automate the process and gain the ability to easily manage the Term Store as organizational needs change. • Applying new terms to the Term Store • Native bi-directional integration • Using conceptTaxonomyManager to manage the term sets • Creating classification clues • Refining the term set • The search experience with intelligent metadata applied Speaker: Don Miller, Vice President of Sales at Concept Searching To Register: