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Organizing Business Information
with Enterprise Search &
Knowledge Management
Business Platform Success
We design, build, and manage business
platforms by leveraging DataStax,
Sitecore, Salesforce, Quickbooks and
other cloud software.
Agenda
• Intro to Business Information
• Progression of Business Tech
• Common Challenges
• The Problem & the Starting Point
• Affordable Options
• Questions & Answers (if time)
What is Business Information
Internal vs. External (Public vs. Private)
Strategic / Tactical / Operational
Data / Information / Knowledge
Documents / Records / Metrics
Project
Information
Client Service
Information
Corporate
Guides
Collaborative
Documents
Assets
& Files
Corporate
Assets
Phases of Business Technology
Business Silos
Standardized
Platform Optimized Core
Business
Modularity
Your Business Cloud is Disconnected
… so you and your team spend waste time ...
Bring it all together in One Place
Project
Information
Client Service
Information
Corporate
Guides
Collaborative
DocumentsAssets & Files
Corporate
Assets
Konotree
We help you connect
and organize your data.
find. analyze. act.
FIND
DISCOVER
FILTER
ANALYZE
VISUALIZE
MEASURE
ACT
USE
SHARE
Value of Knowledge Management
• Cycle of Knowledge to Performance
– Knowledge -> applied -> Performance
– Performance -> learning -> Knowledge
• Purpose of Knowledge Management
– Get Decision Maker to Source of Knowledge
• Modern “Learning” Organizations:
– Orchestras and Hospitals (Peter Drucker)
• What is Knowledge Really?
– Data != Information != Knowledge
– Knowledge is insight.
– It helps you understand what to do next.
7 Drivers of Knowledge Management
- Operational effectiveness - (4.1)
- Operational efficiency - (4.0)
- Better customer service - (3.5)
- Retaining knowledge at risk of loss - (3.1)
- Improved innovation - (2.9)
- Improved company growth - (2.8)
- Impacting health, safety and the environment - (1.4)
15 Benefits of Knowledge Management
● Better / faster decisions
● Easy to find relevant info / resources
● Reuse of ideas, documents, expertise
● “Don’t repeat yourself” (DRY)
● Take advantage of experience / expertise
● Communicate information widely/quickly
● Promote standards & repeatable procedures
15 Benefits of Knowledge Management
● Scarce information widely available
● Customers see value of knowledge management
● Faster customer delivery
● Enable organizational leverage
● Best problem solving is reusable
● Stimulate innovation and growth
Case for Enterprise Search
● Higher team efficiency
○ quick access to information
● Accelerate revenue
○ access to action empowering information
● Get a higher return
○ leverage existing systems better
● Reduce cost of IT operations
○ singular search could reduce licenses
Basic Examples of KM / Search
Global / Publicly Available Sources of Knowledge
● Google / Wikipedia / Quora / StackExchange
● Email Groups / Social Media Groups / Chat
Corporate / Team / Organization / Group
● Public
○ Wiki / Site Search / Blog / Helpdesk KM
● Private
○ Client Extranet / Intranet / Vendor Extranet
Enterprise Social Networks / Chat
● Slack / Hipchat
● RocketChat / MatterMost
● Yammer / EXO
● Pinterest / Pocket
*Management System (KM)
● MediaWiki / Confluence / Google Sites
● WordPress / Drupal / Sharepoint
● Google Drive / DropBox / Box.Net
● Bloomfire / MindTouch / Evernote
● ZenDesk / PHPKB
Search / Enterprise Search
● SolR / Elastic / Sphinx / dtSearch
● Amazon CloudSearch / Azure Search
● Measured Search / OpenSolR
● LucidWorks / Oracle / SearchBlox
● Algolia / Swiftype / Meta.sc / Xen.do
Azure Search
Approach to KM / Enterprise Search
Planning & Discovery
● People, Process, Information, Systems
● Who, How, What, Where? Why?
Design & Architecture
● Interface, Software, Data, Systems
Development & Delivery
● Setup, Configuration, Customization
Launch & Maintenance
● Training, Administration
1. Of all people, Customer Service
Reps get the most calls and need
to check in three systems.
2. If they had one place to find a
customer, they’d be able to save
10-15 minutes per ticket.
3. One interface talking to the CRM,
the Document system, and the
Case Management system
Approach to KM / Enterprise Search
Planning & Discovery
● People, Process, Information, Systems
● Who, How, What, Where? Why?
Design & Architecture
● Interface, Software, Data, Systems
Development & Delivery
● Setup, Configuration, Customization
Launch & Maintenance
● Training, Administration
1. The reps should be able to login
using their Google Suite ID and
access it via their smartphones and
at work.
2. When they click on the result, they
should be able to preview data.
3. Data should be updated at least
hourly.
4. Systems are: Salesforce Sales,
Salesforce Service, Google Drive,
and our custom app.
Demonstrating Concept
1. StackOverflow / Quora
○ Good “knowledge” is upvoted
2. Google Search
○ Good “knowledge” is popular
3. Mediawiki / Wikipedia / Confluence
○ Good knowledge is curated by people
4. Xen.do / Meta.sc
○ Public Consumer Cloud Data
Data & Analytics
Cassandra, DataStax, Kafka, Spark
Customer Experience
Sitecore
Information Systems
Salesforce, Quickbooks, and more
www.anant.us | solutions@anant.us | (855) 262-6826
3 Washington Circle, NW | Suite 301 | Washington, DC 20037

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Business Knowledge Management Through Search

  • 1. Organizing Business Information with Enterprise Search & Knowledge Management
  • 2. Business Platform Success We design, build, and manage business platforms by leveraging DataStax, Sitecore, Salesforce, Quickbooks and other cloud software.
  • 3. Agenda • Intro to Business Information • Progression of Business Tech • Common Challenges • The Problem & the Starting Point • Affordable Options • Questions & Answers (if time)
  • 4. What is Business Information Internal vs. External (Public vs. Private) Strategic / Tactical / Operational Data / Information / Knowledge Documents / Records / Metrics Project Information Client Service Information Corporate Guides Collaborative Documents Assets & Files Corporate Assets
  • 5. Phases of Business Technology Business Silos Standardized Platform Optimized Core Business Modularity
  • 6. Your Business Cloud is Disconnected … so you and your team spend waste time ...
  • 7. Bring it all together in One Place Project Information Client Service Information Corporate Guides Collaborative DocumentsAssets & Files Corporate Assets Konotree We help you connect and organize your data.
  • 9. Value of Knowledge Management • Cycle of Knowledge to Performance – Knowledge -> applied -> Performance – Performance -> learning -> Knowledge • Purpose of Knowledge Management – Get Decision Maker to Source of Knowledge • Modern “Learning” Organizations: – Orchestras and Hospitals (Peter Drucker) • What is Knowledge Really? – Data != Information != Knowledge – Knowledge is insight. – It helps you understand what to do next.
  • 10. 7 Drivers of Knowledge Management - Operational effectiveness - (4.1) - Operational efficiency - (4.0) - Better customer service - (3.5) - Retaining knowledge at risk of loss - (3.1) - Improved innovation - (2.9) - Improved company growth - (2.8) - Impacting health, safety and the environment - (1.4)
  • 11. 15 Benefits of Knowledge Management ● Better / faster decisions ● Easy to find relevant info / resources ● Reuse of ideas, documents, expertise ● “Don’t repeat yourself” (DRY) ● Take advantage of experience / expertise ● Communicate information widely/quickly ● Promote standards & repeatable procedures
  • 12. 15 Benefits of Knowledge Management ● Scarce information widely available ● Customers see value of knowledge management ● Faster customer delivery ● Enable organizational leverage ● Best problem solving is reusable ● Stimulate innovation and growth
  • 13. Case for Enterprise Search ● Higher team efficiency ○ quick access to information ● Accelerate revenue ○ access to action empowering information ● Get a higher return ○ leverage existing systems better ● Reduce cost of IT operations ○ singular search could reduce licenses
  • 14. Basic Examples of KM / Search Global / Publicly Available Sources of Knowledge ● Google / Wikipedia / Quora / StackExchange ● Email Groups / Social Media Groups / Chat Corporate / Team / Organization / Group ● Public ○ Wiki / Site Search / Blog / Helpdesk KM ● Private ○ Client Extranet / Intranet / Vendor Extranet
  • 15. Enterprise Social Networks / Chat ● Slack / Hipchat ● RocketChat / MatterMost ● Yammer / EXO ● Pinterest / Pocket
  • 16. *Management System (KM) ● MediaWiki / Confluence / Google Sites ● WordPress / Drupal / Sharepoint ● Google Drive / DropBox / Box.Net ● Bloomfire / MindTouch / Evernote ● ZenDesk / PHPKB
  • 17. Search / Enterprise Search ● SolR / Elastic / Sphinx / dtSearch ● Amazon CloudSearch / Azure Search ● Measured Search / OpenSolR ● LucidWorks / Oracle / SearchBlox ● Algolia / Swiftype / Meta.sc / Xen.do Azure Search
  • 18. Approach to KM / Enterprise Search Planning & Discovery ● People, Process, Information, Systems ● Who, How, What, Where? Why? Design & Architecture ● Interface, Software, Data, Systems Development & Delivery ● Setup, Configuration, Customization Launch & Maintenance ● Training, Administration 1. Of all people, Customer Service Reps get the most calls and need to check in three systems. 2. If they had one place to find a customer, they’d be able to save 10-15 minutes per ticket. 3. One interface talking to the CRM, the Document system, and the Case Management system
  • 19. Approach to KM / Enterprise Search Planning & Discovery ● People, Process, Information, Systems ● Who, How, What, Where? Why? Design & Architecture ● Interface, Software, Data, Systems Development & Delivery ● Setup, Configuration, Customization Launch & Maintenance ● Training, Administration 1. The reps should be able to login using their Google Suite ID and access it via their smartphones and at work. 2. When they click on the result, they should be able to preview data. 3. Data should be updated at least hourly. 4. Systems are: Salesforce Sales, Salesforce Service, Google Drive, and our custom app.
  • 20. Demonstrating Concept 1. StackOverflow / Quora ○ Good “knowledge” is upvoted 2. Google Search ○ Good “knowledge” is popular 3. Mediawiki / Wikipedia / Confluence ○ Good knowledge is curated by people 4. Xen.do / Meta.sc ○ Public Consumer Cloud Data
  • 21. Data & Analytics Cassandra, DataStax, Kafka, Spark Customer Experience Sitecore Information Systems Salesforce, Quickbooks, and more www.anant.us | solutions@anant.us | (855) 262-6826 3 Washington Circle, NW | Suite 301 | Washington, DC 20037