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Using search to integrate O365, Dynamics 365,
SharePoint, and LOB systems
Connecting Across Silos
Agenda
• Introduction
• Knowledge Accessibility
• Modern Enterprise Ecosystems
• Enterprise Search & Knowledge Apps
• Solutions & Demos
– Sales Assistant
– Customer Support Portal
• Knowledge Apps in Office 365 and the Microsoft Cloud
• Next Steps
About the Company and Speaker
Netwoven
• Founded in 2001
• All founders are ex-Microsoft
• Served over 200 clients in the Bay Area
• Ranked in Inc. 5000 list twice
• Delivery Centers in US & India
Speaker
Joined Netwoven Team in 2007
Andrew “Drew” Sutton
Practice Director, Content
& Collaboration
Netwoven Offerings
Consulting Products Staffing
What
Lines of Business
TeamConnect
Business Productivity
InsightConnect
Big Data & Analytics
CustomerConnect
Business Automation
InfrastructureConnec
t Infrastructure Services
Operating Principles
Global, Cost-effective
Delivery
Flexible Engagements
to Match Needs
Agile Methodologies
Value to Clients
Expertise
On Demand
Availability
Collaboration
Open & Direct
Communication
Cost Effective
How
Why
A Few of our Past & Current Clients
Knowledge Accessibility
Situation: Vast quantities and variety of information is constantly created
and stored
Challenge: How to aggregate, normalize and present this info so that
users can efficiently answer their questions and fulfill their roles?
Goal: Provide users a combination of broad generic search capabilities
and a cohesive set of purpose-built Knowledge Applications with clear
direction on how to use
Modern Enterprise Ecosystems are Heterogenous
Solution Required for Knowledge Accessibility
Knowledge Applications
• Knowledge Applications are
becoming very popular
• One location for consolidated view
of information about a specific topic
• Leverage Search, Analytics, Machine
Learning, Natural Language, Content
Access APIs
• The challenge is to aggregate,
normalize and present information
from many places into one powerful
tool
• Think of Knowledge Apps as next
gen Search Applications
Enterprise Search vs. Knowledge Apps
Enterprise Search
• Broad scope to index and serve queries
across MANY systems
• Does well converting user interaction
into ranking feedback OOTB
• Works best with non-hierarchical
results
• Typically significantly less effort to
implement than a Knowledge App
Knowledge Apps
• Provides multi-faceted views of
information, from many systems,
about a specific topic
• Typically the best place to search for
answers to questions about that topic
• Many times will make use of search,
Machine Learning and other
technologies to provide more insightful
information than generic search
• Typically more involved
implementation
Example Current State: Information Retrieval
Sales Assistant: Knowledge App Demo
Sales Assistant: Logical Data Flow
Sales
Assistant
App
CRIS
Voice to Text
LUIS
Semantics
Extraction
Data Sources
2
3
4
5
9
7
8
Voice Data
Text
Text
Semantics
Data Access Query
Data Response
Text ResponseUser
Human Voice
AI Voice Response
1
10
Intelligence
Service
Voice Data
1
Query
Generation
Sales Assistant: Logical Architecture
Client
App/Device
CRIS
Voice to Text
LUIS
Semantics
Extraction
Web Service
App/API
Data Sources
Text to Speech
ML Studio Service
EndPoints
Power BI
Bot FX
SQL Server
or DW
Document
Db
Key/ValueGraph Db
Table Store BLOB
Microsoft Azure
Voice Data
Text + Tabular Data
& Power BI Visuals
Human
User
Voice Capture
Polyglot
Example: Customer Portal Knowledge App
Customer Portal: Knowledge App Demo
SharePoint 2016: Hybrid Search Architecture
Knowledge Apps: Summary
• Combining traditional enterprise search with other data sources and UX
components can result in really powerful solutions!
• With Artificial Intelligence, Machine Learning, Graph Data and other
feeder systems, the sky is the limit!
• These solutions, once built, can run in highly managed environments
with low overhead.
Why Build Knowledge Apps with SharePoint and in the
Microsoft Cloud?
• Highly managed services
• Data center affinity = performance!
• Natural fit with Office 365 / SharePoint implementation
• Strong ecosystem of connectors to pull data from various repositories
• Rich content processing capabilities for data transformation,
normalization and analytical processing
• Single Index in SharePoint Online with rich ranking model for serving
most appropriate information right up
• Usage information feedback loop
• Azure’s industry leading intelligence & machine learning tools & services
Next Steps
• GSA or FAST ESP End of Life coming up soon?
• Need help re-envisioning your search strategy and roadmap?
• Have some Knowledge Apps you want to build?
• Need better support in the field with the right information?
• Re-indexing taking too long after schema change?
• Need to incorporate more systems & data into your index?
• Would you like to modernize your search UX?

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Enterprise search Information

  • 1. Using search to integrate O365, Dynamics 365, SharePoint, and LOB systems Connecting Across Silos
  • 2. Agenda • Introduction • Knowledge Accessibility • Modern Enterprise Ecosystems • Enterprise Search & Knowledge Apps • Solutions & Demos – Sales Assistant – Customer Support Portal • Knowledge Apps in Office 365 and the Microsoft Cloud • Next Steps
  • 3. About the Company and Speaker Netwoven • Founded in 2001 • All founders are ex-Microsoft • Served over 200 clients in the Bay Area • Ranked in Inc. 5000 list twice • Delivery Centers in US & India Speaker Joined Netwoven Team in 2007 Andrew “Drew” Sutton Practice Director, Content & Collaboration
  • 4. Netwoven Offerings Consulting Products Staffing What Lines of Business TeamConnect Business Productivity InsightConnect Big Data & Analytics CustomerConnect Business Automation InfrastructureConnec t Infrastructure Services Operating Principles Global, Cost-effective Delivery Flexible Engagements to Match Needs Agile Methodologies Value to Clients Expertise On Demand Availability Collaboration Open & Direct Communication Cost Effective How Why
  • 5. A Few of our Past & Current Clients
  • 6. Knowledge Accessibility Situation: Vast quantities and variety of information is constantly created and stored Challenge: How to aggregate, normalize and present this info so that users can efficiently answer their questions and fulfill their roles? Goal: Provide users a combination of broad generic search capabilities and a cohesive set of purpose-built Knowledge Applications with clear direction on how to use
  • 7. Modern Enterprise Ecosystems are Heterogenous
  • 8. Solution Required for Knowledge Accessibility
  • 9. Knowledge Applications • Knowledge Applications are becoming very popular • One location for consolidated view of information about a specific topic • Leverage Search, Analytics, Machine Learning, Natural Language, Content Access APIs • The challenge is to aggregate, normalize and present information from many places into one powerful tool • Think of Knowledge Apps as next gen Search Applications
  • 10. Enterprise Search vs. Knowledge Apps Enterprise Search • Broad scope to index and serve queries across MANY systems • Does well converting user interaction into ranking feedback OOTB • Works best with non-hierarchical results • Typically significantly less effort to implement than a Knowledge App Knowledge Apps • Provides multi-faceted views of information, from many systems, about a specific topic • Typically the best place to search for answers to questions about that topic • Many times will make use of search, Machine Learning and other technologies to provide more insightful information than generic search • Typically more involved implementation
  • 11. Example Current State: Information Retrieval
  • 13. Sales Assistant: Logical Data Flow Sales Assistant App CRIS Voice to Text LUIS Semantics Extraction Data Sources 2 3 4 5 9 7 8 Voice Data Text Text Semantics Data Access Query Data Response Text ResponseUser Human Voice AI Voice Response 1 10 Intelligence Service Voice Data 1 Query Generation
  • 14. Sales Assistant: Logical Architecture Client App/Device CRIS Voice to Text LUIS Semantics Extraction Web Service App/API Data Sources Text to Speech ML Studio Service EndPoints Power BI Bot FX SQL Server or DW Document Db Key/ValueGraph Db Table Store BLOB Microsoft Azure Voice Data Text + Tabular Data & Power BI Visuals Human User Voice Capture Polyglot
  • 15. Example: Customer Portal Knowledge App
  • 17. SharePoint 2016: Hybrid Search Architecture
  • 18. Knowledge Apps: Summary • Combining traditional enterprise search with other data sources and UX components can result in really powerful solutions! • With Artificial Intelligence, Machine Learning, Graph Data and other feeder systems, the sky is the limit! • These solutions, once built, can run in highly managed environments with low overhead.
  • 19. Why Build Knowledge Apps with SharePoint and in the Microsoft Cloud? • Highly managed services • Data center affinity = performance! • Natural fit with Office 365 / SharePoint implementation • Strong ecosystem of connectors to pull data from various repositories • Rich content processing capabilities for data transformation, normalization and analytical processing • Single Index in SharePoint Online with rich ranking model for serving most appropriate information right up • Usage information feedback loop • Azure’s industry leading intelligence & machine learning tools & services
  • 20. Next Steps • GSA or FAST ESP End of Life coming up soon? • Need help re-envisioning your search strategy and roadmap? • Have some Knowledge Apps you want to build? • Need better support in the field with the right information? • Re-indexing taking too long after schema change? • Need to incorporate more systems & data into your index? • Would you like to modernize your search UX?

Editor's Notes

  1. Talk about People360 for the multi-faceted comparison Can do most with Search Based Application… get results from many systems, Could even use GQL to get search to get graph result… However when we want to mash up analytics data with PowerBI Visualizations, a hierarchical Organizational and Department Chart
  2. Will transition this into Sales Assistant