Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
AI MANUFACTURING 2020
AUGUST 27, 2020
Making AI Work for
Manufacturers: Building a
Strong Foundation
Chantal Schweizer, Principal Taxonomist
Dave Skrobela, Managing Director
Earley Information Science
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
About the Speakers
Chantal Schweizer
Principal Taxonomist
Earley Information Science
@ladyschweizer
Dave Skrobela
Managing Director
Earley Information Science
@daveskrobela
2
www.earley.com
www.earley.com Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
The AI Powered Enterprise
3
Available on Amazon now
https://www.amazon.com/AI-Powered-
Enterprise-Ontologies-Business-
Profitable/dp/1928055508/
“A great resource to separate the
hype from the reality and a practical
guide to achieve real business
outcomes using AI technology.”
—Peter N Johnson, MetLife
Fellow, SVP, MetLife
“I do not know of any books that have
such useful and detailed advice on the
relationship between data and successful
conversational AI systems.”
—Tom Davenport, President’s
DistinguishedProfessor at Babson
College, Research Fellow at MIT Initiative
on the Digital Economy, and author of
Only Humans Need Apply and The AI
Advantage
“Read this book to learn how leaders and
companies are using AI with structured
data to transform business. Insightfrom
real world examples, combined with a
proven methodology, will arm the reader
with the knowledge and confidence
necessary to drive AI in any organization”.
– Barry Coflan, SVP & Chief Technology
Officer, Schneider Electric – Digital Energy
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Making AI Work
for
Manufacturers:
Building a Strong
Foundation
Elements of successful AI
programs
The role of data quality and
data architecture
Methods for finding and
prioritizing AI applications
4
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50% of organizations
consider AI a priority
– International Data Corporation, Jul 2020
5
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www.earley.com Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
77% of organizations report
that business adoption of AI
initiatives remains a major
challenge
– Forbes Technology Council, Mar 2020
www.earley.com
www.earley.com Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
– Markets and Markets Report, June 2020
The AI in manufacturing
market is expected to be
valued at $1.1 billion in 2020,
$16.7 billion by 2026.
Drivers: Industrial IoT and
automation, improving
computing power, and
increasing venture capital
investments.
7
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Elements of
successful AI
programs
STRATEGY
• Get buy-in and find quick wins
• Align AI to priority use cases
DATA ARCHITECTURE
• Understand and map out data quality of
various sources
• Build (or extend) taxonomies and
ontologies relevant to AI strategies
MEASUREMENT & GOVERNANCE
• Determine how will you measure the
success of an AI project
• Educate your team on how AI relates to
them
8
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Getting Buy-in
• What goals do you want to define and measure?
• Not just “AI for AI sake”
➢ Can the solution make measurable impact on business?
➢ AI is just an enabling capability not the end goal
• Roadmaps are great but don’t hold up the process of getting started
9
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Building Early Momentum
It’s a good candidate for AI if…
✓ There is a quick win
✓ You are addressing a repetitive process
✓ Humans consistently follow best practice
✓ There are addressable costs to reduce with informed decisions
10
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Use Cases
1. Solve immediate business problems
2. Provide clear and measurable ROI and
3. Justify investment in a data foundation that can be leveraged across multiple initiatives.
Application Impact Technology Data sources
Configure Price Quote Reduced call center
volume
Configuration bot PIM, CPQ
Pricing, Availability Improved support
productivity
Transaction bot Ecomm, PIM
Knowledge Access Reduce access time,
reduce downtime
Helper bot Componentized
knowledge assets
Traffic flow
optimization
Improve efficiencies IoT analysis Sensor data
Demand forecasting Reduce inventory Customer analytics Financial, web traffic
11
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Data Models: The
role of data
quality and data
architecture
The Information architecture and
knowledge structure challenge is
usually put into confusing language:
“Training the AI”
What do you “train the AI” with?
…high value data
and knowledge assets
AKA: Quality data and
structured/curated content
12
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Information Principles and AI
• Successful AI projects combine domains of data, content and knowledge assets
• If the source(s) of information is of poor quality, poorly organized or in the wrong
format, AI will fail
• Advanced functionality requires an advanced information architecture
• “Training the AI” means ingesting the correct, high quality knowledge assets. The
knowledge required to train AI is the same that is required to train humans
13
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
State
Transaction type
Nature of Business
Certification
Topic
Product
Content Type
…
14
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Future State Vision
Marketo
eDiagnostics
PdM
ERP
Sharepoint
Corporate
Tech Pubs
Library
PBG
Libraries,
Web, LN,
LiveLink
Engineering
Portal
AI Application
Collaboration
Blog, Chat
Email
Customer
Portal
Website
PIM EC
Portal CMMS
DAM
Syndication
Oracle
15
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
System Data Management
ERP System
Item Master
Pattern Data
Inventory &
Transaction
Data
Vendor Data
Configuration
Tool
MTO Product
Data
MTO Pricing
Customer
Data base
Customer
Order History
PIM System
Product Data
Pricing
Product
Content
Product
Relationships
DAM System
Product
Images
Videos
PDFs
CMS
PDP
Romance
Content
Search
InDesign
Tear Sheets
Price Sheets
16
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Taxonomy Relationships
17
Electrical
Lighting
Lightbulbs
LED Bulbs
SKU:4D560L
LED Lightbulb
PIM
[Company]
[Business Unit]
[Product Line]
[Product Series]
SKU:4D560L
LED Lightbulb
ERP
Products
Lighting & Ceiling Fans
Lightbulbs
Lighting
SKU:4D560L
WEBSITE
Grainger
Lighting
Bulbs & Lamps
SYNDICATION
Electrical
System
Lighting
Smart Home
Smart Bulbs
Amazon
Tools & Home Improvement
Lighting & Ceiling Fans
Lightbulbs
PurchaseHistory
CRM
CUSTOMER
SKU:4D560L
SKU:4D560L
SKU:4D560L
SKU:4D560L
SKU:4D560L
AI Application
Copyright © 2018 Earley Information Science, Inc. All Rights Reserved.
Customer: “I need to know the replacement LED bulb for a
aspirating smoke alarm in a D300 fire system in California”
Customer: “Hi, I need some help with a product”
Semantic deconstruction of utterance
Bot: “OK. Can you tell me what kind of product?”
Accessory = “replacement LED bulb”
Base Product = “aspirating smoke alarm”
Product Line= “D300 fire system”
Region = “Califronia”
Content type = “Guideline”
Entity derivation
Context derivation
Audience = “Customer” -> Specific
Customer History
Accessory
Base Product
Product Line
Region
Content type
Audience
Specific Customer
History
Faceted retrieval from
knowledge base
Returns content tagged
with appropriate metadata
18
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
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Metrics-Driven
Governance
19
How will you measure success of your
AI initiative?
• through definition of the right KPIs
• and an effective program to govern
the program
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Measuring here
(business outcomes)
Measuring here
(process indicators)
Enterprise Strategy
Business Unit Objectives
New Business Opportunities
Average Order Size Total Account Revenue
Business Processes Site Traffic Search Relevance
Search
Digital Content
Working & Measuring
here (content, IA,
taxonomy, search, data
fill, etc.) Product
Content
CRM
Processes enable
objectives
L
I
N
K
A
G
E
Leads
Revenue Growth
Content supports
processes
Objectives align
with strategy
CEO: “How will this increase revenue?”
Conversion
Data Scorecards
Process Scorecards
Outcome Scorecards
CTR Fill Rate Content Quality etc.
Digital Team: “How do I know information architecture / data/ search is working?”
Measuring ROI and Justifying Investments
20
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
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Search
Analysis
• Identify new taxonomy and ontology terms
• Identify new auto-completes
• Identify missing content
Behavior
Analysis
• Analyze & Remediate Top Best Bets
• Analyze & Remediate Top Searches
• Identify missing content
Utilization
Analysis
• Correlate AI usage to expected application volumes
• Gather and analyze VOE (voice of employee)
• Identify action plans
Content
Analysis
• Measure compliance with editorial guidelines
• Measure compliance with tagging guidelines
• Remediate issues
Metrics-driven Governance Processes
21
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
In Summary
Page
22
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
“There is no AI
without IA”
• It’s only AI if we don’t know
how it works
• Simplicity is hidden complexity
• Clean data is the price of
admission
• Define processes, data sources
and data owners
• Define governance, curation,
and scalable processes
23
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
www.earley.com
Three take aways
Socialize, measure, and
make necessary course
corrections.
Start with narrow,
clearly defined process
aligned with business
needs.
Fix your data to produce
short term ROI while
preparing for an AI
powered future
START SMALL GET THE DATA RIGHT KEEP IT GOING
24
www.earley.com
www.earley.com Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
Suggested Resources
Allstate’s ABIe project case study
http://www.earley.com/knowledge/case-
studies/allstate%E2%80%99s-intelligent-agent-reduces-call-
center-traffic-and-provides-help
Cognitive Computing Consortium
http://www.cognitivecomputingconsortium.com/
Enterprise Search: 14 Industry Experts Predict the Future of
Search http://www.docurated.com/enterprise-
search/enterprise-search-14-industry-experts-predict-
future-search
Evaluating Enterprise Virtual Assistants
http://info.intelliresponse.com/rs/intelliresponse/images/O
pus_EvaluatingEnterpriseVirtualAssistants_Jan2014%20(2).p
df
Characteristics of Highly Effective Enterprise Virtual
Assistants
http://www.slideshare.net/intelligentfactors/characteristics
-of-highly-effective-enterprise-virtual-assistants
The Knowledge Graph and Its Importance for Intelligent
Assistance
http://opusresearch.net/wordpress/2016/01/12/the-
knowledge-graph-and-its-importance-for-intelligent-
assistance/
Making Intelligent Virtual Assistants a Reality
http://info.earley.com/make-intelligent-virtual-assistant-
reality-whitepaper
Cognitive Search – The Next Generation of Information
Access http://www.earley.com/blog/cognitive-search-
next-generation-information-access
Earley Executive Roundtable - Training the Robots:
Evolving Virtual Assistants and the Human Machine
Partnership http://info.earley.com/roundtable-virtual-
assistant-human-machine-partnership
Earley Executive Roundtable Understanding virtual agents
– what's needed to make them a reality?
http://info.earley.com/roundtable-intelligent-virtual-
agents-reality
Vendor Landscape: Knowledge Management For Customer
Engagement
https://www.forrester.com/report/Vendor+Landscape+Kn
owledge+Management+For+Customer+Engagement/-/E-
RES119672
25
Copyright © 2020 Earley Information Science, Inc. All Rights Reserved.
THANK YOU
Contact Us:
www.earley.com
Chantal Schweizer
chantal.schweizer@earley.com
Dave Skrobela
dave.skrobela@earley.com

Make AI Work For Manufacturing By Building A Strong Foundation

  • 1.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com AI MANUFACTURING 2020 AUGUST 27, 2020 Making AI Work for Manufacturers: Building a Strong Foundation Chantal Schweizer, Principal Taxonomist Dave Skrobela, Managing Director Earley Information Science
  • 2.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com About the Speakers Chantal Schweizer Principal Taxonomist Earley Information Science @ladyschweizer Dave Skrobela Managing Director Earley Information Science @daveskrobela 2
  • 3.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. The AI Powered Enterprise 3 Available on Amazon now https://www.amazon.com/AI-Powered- Enterprise-Ontologies-Business- Profitable/dp/1928055508/ “A great resource to separate the hype from the reality and a practical guide to achieve real business outcomes using AI technology.” —Peter N Johnson, MetLife Fellow, SVP, MetLife “I do not know of any books that have such useful and detailed advice on the relationship between data and successful conversational AI systems.” —Tom Davenport, President’s DistinguishedProfessor at Babson College, Research Fellow at MIT Initiative on the Digital Economy, and author of Only Humans Need Apply and The AI Advantage “Read this book to learn how leaders and companies are using AI with structured data to transform business. Insightfrom real world examples, combined with a proven methodology, will arm the reader with the knowledge and confidence necessary to drive AI in any organization”. – Barry Coflan, SVP & Chief Technology Officer, Schneider Electric – Digital Energy
  • 4.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Making AI Work for Manufacturers: Building a Strong Foundation Elements of successful AI programs The role of data quality and data architecture Methods for finding and prioritizing AI applications 4
  • 5.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. 50% of organizations consider AI a priority – International Data Corporation, Jul 2020 5
  • 6.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. 77% of organizations report that business adoption of AI initiatives remains a major challenge – Forbes Technology Council, Mar 2020
  • 7.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. – Markets and Markets Report, June 2020 The AI in manufacturing market is expected to be valued at $1.1 billion in 2020, $16.7 billion by 2026. Drivers: Industrial IoT and automation, improving computing power, and increasing venture capital investments. 7
  • 8.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Elements of successful AI programs STRATEGY • Get buy-in and find quick wins • Align AI to priority use cases DATA ARCHITECTURE • Understand and map out data quality of various sources • Build (or extend) taxonomies and ontologies relevant to AI strategies MEASUREMENT & GOVERNANCE • Determine how will you measure the success of an AI project • Educate your team on how AI relates to them 8
  • 9.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Getting Buy-in • What goals do you want to define and measure? • Not just “AI for AI sake” ➢ Can the solution make measurable impact on business? ➢ AI is just an enabling capability not the end goal • Roadmaps are great but don’t hold up the process of getting started 9
  • 10.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Building Early Momentum It’s a good candidate for AI if… ✓ There is a quick win ✓ You are addressing a repetitive process ✓ Humans consistently follow best practice ✓ There are addressable costs to reduce with informed decisions 10
  • 11.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Use Cases 1. Solve immediate business problems 2. Provide clear and measurable ROI and 3. Justify investment in a data foundation that can be leveraged across multiple initiatives. Application Impact Technology Data sources Configure Price Quote Reduced call center volume Configuration bot PIM, CPQ Pricing, Availability Improved support productivity Transaction bot Ecomm, PIM Knowledge Access Reduce access time, reduce downtime Helper bot Componentized knowledge assets Traffic flow optimization Improve efficiencies IoT analysis Sensor data Demand forecasting Reduce inventory Customer analytics Financial, web traffic 11
  • 12.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Data Models: The role of data quality and data architecture The Information architecture and knowledge structure challenge is usually put into confusing language: “Training the AI” What do you “train the AI” with? …high value data and knowledge assets AKA: Quality data and structured/curated content 12
  • 13.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Information Principles and AI • Successful AI projects combine domains of data, content and knowledge assets • If the source(s) of information is of poor quality, poorly organized or in the wrong format, AI will fail • Advanced functionality requires an advanced information architecture • “Training the AI” means ingesting the correct, high quality knowledge assets. The knowledge required to train AI is the same that is required to train humans 13
  • 14.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com State Transaction type Nature of Business Certification Topic Product Content Type … 14
  • 15.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Future State Vision Marketo eDiagnostics PdM ERP Sharepoint Corporate Tech Pubs Library PBG Libraries, Web, LN, LiveLink Engineering Portal AI Application Collaboration Blog, Chat Email Customer Portal Website PIM EC Portal CMMS DAM Syndication Oracle 15
  • 16.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com System Data Management ERP System Item Master Pattern Data Inventory & Transaction Data Vendor Data Configuration Tool MTO Product Data MTO Pricing Customer Data base Customer Order History PIM System Product Data Pricing Product Content Product Relationships DAM System Product Images Videos PDFs CMS PDP Romance Content Search InDesign Tear Sheets Price Sheets 16
  • 17.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. Taxonomy Relationships 17 Electrical Lighting Lightbulbs LED Bulbs SKU:4D560L LED Lightbulb PIM [Company] [Business Unit] [Product Line] [Product Series] SKU:4D560L LED Lightbulb ERP Products Lighting & Ceiling Fans Lightbulbs Lighting SKU:4D560L WEBSITE Grainger Lighting Bulbs & Lamps SYNDICATION Electrical System Lighting Smart Home Smart Bulbs Amazon Tools & Home Improvement Lighting & Ceiling Fans Lightbulbs PurchaseHistory CRM CUSTOMER SKU:4D560L SKU:4D560L SKU:4D560L SKU:4D560L SKU:4D560L AI Application
  • 18.
    Copyright © 2018Earley Information Science, Inc. All Rights Reserved. Customer: “I need to know the replacement LED bulb for a aspirating smoke alarm in a D300 fire system in California” Customer: “Hi, I need some help with a product” Semantic deconstruction of utterance Bot: “OK. Can you tell me what kind of product?” Accessory = “replacement LED bulb” Base Product = “aspirating smoke alarm” Product Line= “D300 fire system” Region = “Califronia” Content type = “Guideline” Entity derivation Context derivation Audience = “Customer” -> Specific Customer History Accessory Base Product Product Line Region Content type Audience Specific Customer History Faceted retrieval from knowledge base Returns content tagged with appropriate metadata 18
  • 19.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Metrics-Driven Governance 19 How will you measure success of your AI initiative? • through definition of the right KPIs • and an effective program to govern the program
  • 20.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. Measuring here (business outcomes) Measuring here (process indicators) Enterprise Strategy Business Unit Objectives New Business Opportunities Average Order Size Total Account Revenue Business Processes Site Traffic Search Relevance Search Digital Content Working & Measuring here (content, IA, taxonomy, search, data fill, etc.) Product Content CRM Processes enable objectives L I N K A G E Leads Revenue Growth Content supports processes Objectives align with strategy CEO: “How will this increase revenue?” Conversion Data Scorecards Process Scorecards Outcome Scorecards CTR Fill Rate Content Quality etc. Digital Team: “How do I know information architecture / data/ search is working?” Measuring ROI and Justifying Investments 20
  • 21.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Search Analysis • Identify new taxonomy and ontology terms • Identify new auto-completes • Identify missing content Behavior Analysis • Analyze & Remediate Top Best Bets • Analyze & Remediate Top Searches • Identify missing content Utilization Analysis • Correlate AI usage to expected application volumes • Gather and analyze VOE (voice of employee) • Identify action plans Content Analysis • Measure compliance with editorial guidelines • Measure compliance with tagging guidelines • Remediate issues Metrics-driven Governance Processes 21
  • 22.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com In Summary Page 22
  • 23.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com “There is no AI without IA” • It’s only AI if we don’t know how it works • Simplicity is hidden complexity • Clean data is the price of admission • Define processes, data sources and data owners • Define governance, curation, and scalable processes 23
  • 24.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. www.earley.com Three take aways Socialize, measure, and make necessary course corrections. Start with narrow, clearly defined process aligned with business needs. Fix your data to produce short term ROI while preparing for an AI powered future START SMALL GET THE DATA RIGHT KEEP IT GOING 24
  • 25.
    www.earley.com www.earley.com Copyright ©2020 Earley Information Science, Inc. All Rights Reserved. Suggested Resources Allstate’s ABIe project case study http://www.earley.com/knowledge/case- studies/allstate%E2%80%99s-intelligent-agent-reduces-call- center-traffic-and-provides-help Cognitive Computing Consortium http://www.cognitivecomputingconsortium.com/ Enterprise Search: 14 Industry Experts Predict the Future of Search http://www.docurated.com/enterprise- search/enterprise-search-14-industry-experts-predict- future-search Evaluating Enterprise Virtual Assistants http://info.intelliresponse.com/rs/intelliresponse/images/O pus_EvaluatingEnterpriseVirtualAssistants_Jan2014%20(2).p df Characteristics of Highly Effective Enterprise Virtual Assistants http://www.slideshare.net/intelligentfactors/characteristics -of-highly-effective-enterprise-virtual-assistants The Knowledge Graph and Its Importance for Intelligent Assistance http://opusresearch.net/wordpress/2016/01/12/the- knowledge-graph-and-its-importance-for-intelligent- assistance/ Making Intelligent Virtual Assistants a Reality http://info.earley.com/make-intelligent-virtual-assistant- reality-whitepaper Cognitive Search – The Next Generation of Information Access http://www.earley.com/blog/cognitive-search- next-generation-information-access Earley Executive Roundtable - Training the Robots: Evolving Virtual Assistants and the Human Machine Partnership http://info.earley.com/roundtable-virtual- assistant-human-machine-partnership Earley Executive Roundtable Understanding virtual agents – what's needed to make them a reality? http://info.earley.com/roundtable-intelligent-virtual- agents-reality Vendor Landscape: Knowledge Management For Customer Engagement https://www.forrester.com/report/Vendor+Landscape+Kn owledge+Management+For+Customer+Engagement/-/E- RES119672 25
  • 26.
    Copyright © 2020Earley Information Science, Inc. All Rights Reserved. THANK YOU Contact Us: www.earley.com Chantal Schweizer chantal.schweizer@earley.com Dave Skrobela dave.skrobela@earley.com