Collaboration and Social Networking in SharePoint and Office 365 Webinar


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Has collaboration and social applications come of age in the enterprise? Many organizations who use collaboration and/or social networking tools often don’t consider the risks surrounding security, compliance, and legal ramifications. If you are thinking about one, it’s important to understand the goals, objectives, measurements, and ROI. Register now for an insightful webinar on this topic applicable to a SharePoint, Office 365, and hybrid environments.

What you will take away:
• How to quantify a collaboration or enterprise social media application
• What are the challenges in regards to security, compliance, management, legal that need to be addressed
• Learn the differences in a SharePoint environment and Office 365 and how to define an enterprise framework to work in any environment
• Learn how to integrate with business processes and develop applications with business results
• See how granular identification of content, can greatly improve the success of a project
• Explore the user interface and Term Store/taxonomy best practices for collaboration and knowledge sharing
• Understand why the ability to generate conceptual metadata, auto-classify it, and manage it, either through the Term Store or taxonomy management tools, or both, adds value
• Hear real-life case studies of applications that have been developed and deployed

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Collaboration and Social Networking in SharePoint and Office 365 Webinar

  1. 1. Collaboration and Social Networking in SharePoint and Office 365 Don Miller Vice President of Sales Concept Searching Twitter @conceptsearch Maggie Swearingen Experience Architect Protiviti Twitter @ProtivitiSP
  2. 2. Expert Speakers Maggie Swearingen – Experience Architect at Protiviti has more than 8 years’ experience managing web projects from the ground up. Responsible for guiding clients through the critical information architecture phase of project implementation, she advises on content strategy, overall usability, and user experience. As a user adoption and governance specialist, she helps clients with the creation and implementation of their governance plans. Don Miller – Vice President of Sales at Concept Searching has over 20 years’ experience in knowledge management. He is a frequent speaker on records management, and information architecture challenges and solutions, and has been a guest speaker at Taxonomy Boot Camp, and numerous SharePoint events about information organization and records management.
  3. 3. Agenda • Protiviti • Social Business: The Big Picture • SharePoint 2013/Office 365 Social Comparison • Governing Social Business Tools • User Adoption for Social Business Tools • Concept Searching • Who we are and what we do • Social Intelligence – where we fit • Why do you need Concept Searching? • Benefits of automatic social tagging, auto-classification, and taxonomy • Demonstration • Next Steps
  4. 4. Social Business: The Big Picture
  5. 5. SharePoint 2010 SharePoint 2013 Office 365 Discussion Lists X X X Newsfeed X X Personal Sites X X X Following X X OneDrive X X Yammer Web Part X X X Yammer ‘Integration’ X FAST Search X X Community Site Template X X Recent Activity X X X Social Tagging X X X Social Features Comparison
  6. 6. • Opening up new feedback channels • Encouraging collaboration and communication across silos and geographies • Use content for horizontal networking, by breaking down hierarchies • Being all encompassing and interactive • Approachability: Employees pick and choose who and what to engage with Why Social Content?
  7. 7. • Which features do you intend to use? • What policies do you already have in place for social management? • How are you training your employees and socializing social tools? • How are you benchmarking for ROI? Governing Social Features
  8. 8. • Identify executive leadership and social business champions • Understand goals, audience and platforms • Research the appropriate tools that fit your goals Develop a Strategy • Discover untapped sources of information about your customer • Develop, train and enforce policies and procedures • Identify opportunities to speak, listen, and engage Integrate Social into Business • Promote your culture throughout the organization • Engage your audience through new and unique tactics • Measure the success of initiatives Embrace the Community User Adoption for Social Roll-out
  9. 9. • 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, 2014 ‘100 Companies that Matter in KM’ KMWorld and Trend Setting product of 2009, 2010, 2011, 2012, 2013, 2014 • 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 • Microsoft Business-Critical SharePoint program partner, Gold Certification in Application Development • Smart Content Framework™ for Information Governance comprising • Five Building Blocks for success • Product Platforms: conceptClassifier for SharePoint, conceptClassifier for Office 365, conceptClassifier, and Concept Searching Technology The Global Leader in Managed Metadata Solutions
  10. 10. “Every day living is too fast, too busy, too complicated. More than at any time in history, it’s important to have good information on just about every aspect of life. And, there is more information available than ever before. Too much in fact. There is simply no time for people to gather and absorb the information they need.” Britton Hadden, Founder of Time Magazine with Henry Luce, 1929
  11. 11. Metadata driven application and enforcement of policies to achieve Information Governance Smart Content Framework™ Sum of Parts is Greater than Whole
  12. 12. What Do We Do? Component conceptClassifier for SharePoint conceptClassifier for Office 365 conceptClassifier Concept Searching Technology Platform Compound Term Processing Engine – licensed for concept extraction only yes yes yes yes (includes conceptSearch conceptClassifier yes yes yes yes conceptTaxonomyManager yes yes yes yes conceptSearch no no no yes SharePoint Feature Set yes yes yes no SharePoint Connector yes yes yes yes APIs, custom controls, demonstration source code no no yes no conceptSQL no no no yes Product Platforms
  13. 13. A manual metadata approach will fail 95%+ of the time Issue Organizational Impact Inconsistent Less than 50% of content is correctly indexed, meta-tagged or efficiently searchable rendering it unusable to the organization (IDC) Subjective Highly trained information specialists will agree on meta tags between 33%-50% of the time (C. Cleverdon) Cumbersome - expensive Average cost of manually tagging one item runs from $4 - $7 per document and does not factor in the accuracy of the meta tags nor the repercussions from mistagged content (Hoovers) Malicious compliance End users select first value in list (Perspectives on Metadata, Sarah Courier) No perceived value for end user What’s in it for me? End user creates document, does not see value for organization nor risks associated with litigation and non-conformance to policies What have you seen Metadata will continue to be a problem due to inconsistent human behavior Why is Metadata so Hard to Get Right?
  14. 14. • Concept Searching’s unique statistical concept identification is a key component in all platforms • Multi-word suggestion is explicitly more valuable than single term suggestion algorithms Concept Searching has a unique approach to ensure success • All product platforms 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 Our Approach
  15. 15. Social Intelligence and Networking Chaos or Control? “One might argue that sharing content is, by definition, giving control of it to others. But lots of companies spend good money trying to create a message and to build a brand. Every word on the company website and in collateral publications is vetted and edited to maintain a consistent message. When you open up the conversation, for better or worse you lose control of that message, at least in ways you have previously defined it.” Jasu Koponen
  16. 16. Social Intelligence Objective: Develop a common framework for social data collection and integration Where does Concept Searching fit?
  17. 17. Why Do You Need Concept Searching? • Information Governance • Every piece of content must be managed for compliance, regulatory, legal, and privacy issues • Eliminate content ‘noise’ • Social tagging is not a business user free for all • Utilize semantic search • Concept mapping, disambiguation, vocabulary normalization, multi-word terms • Search delivery options that can accommodate multiple search methods • Not all users search the same way • Add structure to potential chaos • Deliver highly granular and precise information to users or alternatively push that information to users
  18. 18. Automatic Social Tagging • Identifies the most relevant information from a large corpus of documents • Extracts the ‘concepts’ the end user is seeking, or the application can push content to the end user • Find hidden information that typically would not be found • Highly granular • Increases precision with no loss of recall • Information Governance • Prevents unauthorized access to content, records, or any information that should be secured • Will identify any of the above if content is created or ingested • Data privacy/security breaches • Non-compliance • Reduce email volume by 30% (Software Advice) • Productivity enhancements of 12.5% (Forbes) • 74% report faster access to knowledge (Participo) • Teams draft documents 33% faster (Knowledge Tree) • 15%-20% increase in team efficiency (Clinked)
  19. 19. Situation: • 23,000 registered users • 800 virtual workspaces and communities of practice • Share and disseminate mission critical information and technical excellence • Collaboration Challenge: • Poor search results • No collaboration capabilities • Security and control of content assets for each end user • No robust knowledge management capabilities (wikis, blogs) Solution: • Partner Triune Group provided the knowledge management and collaboration platform • conceptSearch embedded into the solution Benefits: • Accuracy of search and relevant results • Confidence in data • Increase in quality of decision making “With the integration of the Concept Searching intelligent search capability, Triune Group was able to provide us with a robust and scalable collaboration tool that delivers not only powerful advanced searching capabilities, but also a controlled and secure environment.” Brian Follen NASA Safety Center (NSC) KnowledgeNow Program Manager Client received KMWorld ‘Reality Award Winner’ for successful deployment and use of the solution Case Study Metadata, Insight, Policy, Governance
  20. 20. Situation: • Business and technology service company headquartered in the UK • 72,000 professionals • Now CGI Challenge: • Identify consultants ‘on the bench’ • Loss of revenue • Customer satisfaction Solution: • conceptClassifier for SharePoint Benefits: • Access to detailed information on available consultants • Projects, location, documents authored, clients, personal profile, billing rate • Increased customer satisfaction by providing the most experienced and appropriate consultant for the project “The ‘Logica Library’ is Logica’s global publishing repository. It’s organised into different sections, e.g. Marketing Collateral, Reference Stories, Bid Knowledge etc, and allows staff to publish documents for re-use. Concept Searching automatically classifies content using Logica’s global taxonomies. This provides non-subjective tagging of content using standard terms, and means that when Logica changes its taxonomy structure (e.g. to add emerging markets or technologies), there’s no need to manually re-visit/re-tag content.” Pete Blundson, Group KM Programme Manager, Logica Case Study Metadata, Insight, Business Social
  21. 21. Reuse and Extend the Product to Accomplish • Automatic declaration of documents of records, in-place or route to the records management application • Eliminate end user tagging • Proactive content management – single holistic view of content, regardless of where it resides, easily managed • Develop an enterprise metadata repository for information governance and to enable access to corporate metadata for any application that uses metadata • Enable semantic search by providing the search engine index with entities, concepts, acronyms, and keywords • Eliminate data privacy exposures or potential security breaches through proactive identification, remove from unauthorized access and portability • Provide intelligent migration capabilities to organize and classify content before and during the migration • Ensure governance and compliance by eliminating end user tagging, unless authorized • Reduce the data set for text analytics, eliminate dupes, documents that should be deleted or archived, after cleansing, identify nuances, sentiment, and concepts to facilitate analysis Oh, by the way….
  22. 22. Concept Searching Demonstration
  23. 23. What’s the End Result? The Protiviti and Concept Searching conceptClassifier solution: • Provides combined leading-edge technologies • Delivers automatic social tagging and improved collaboration • Is designed as an application focused on improving business usage • Provides the technology framework to encourage innovation, improve decision making, and reduce risk • Delivers highly granular information based on the end user query or alternatively pushed to the business user For a comprehensive demo of the combined solution and discussion of expected ROI, please contact Don Miller at Concept Searching or Maggie Swearingen at Protiviti
  24. 24. Thank You Don Miller Vice President of Sales Concept Searching Twitter @conceptsearch Maggie Swearingen Experience Architect Protiviti Twitter @ProtivitiSP