conceptClassifier for Office 365
Eliminating the Gaps in Office 365 to Achieve
Enterprise Wide Information Governance
Don ...
• Company founded in 2002
• Product launched in 2003
• Focus on management of structured and unstructured information
• Te...
Concept Searching and Office 365
• Microsoft Partner
• Member of elite Microsoft Business-Critical SharePoint Program
• Mi...
Office 365 Technology Challenges
• Office 365 limits the type of solutions
that can be installed
• No full trust solutions...
Auto-Classification Challenges
• The restrictions in Office 365 pose specific challenges to an auto-
classification applic...
conceptClassifier for Office 365
• conceptClassifier for Office 365 is the first auto-classification
application to fully ...
Office 365 In Practice
What is Information Governance?
And why do you care?
Metadata driven application and enforcement of policies to achieve
Information Governance
Smart Content Framework™
Sum of ...
• Concept Searching’s unique statistical concept identification underpins all technologies
• Multi-word suggestion is expl...
Why Information Governance in Office 365?
• A single semantic framework regardless of
where content resides
• Maximizes va...
A Robust Information Governance Strategy in the Cloud will Need
• Integrated Enterprise Metadata Repository
• Consistency ...
What is the Crux of the Problem?
It’s all about metadata….
“The metadata infrastructure provides the critical glue that bi...
Manual tagging is a behavior
modification problem.
You will never solve it by requiring end
users to tag.
A manual metadata approach will fail 95%+ of the time
Issue Organizational Impact
Inconsistent Less than 50% of content is...
How Do Information Management
and Enterprise Metadata Interact?
Metadata Matters
The Challenges of Content Overload
• 80% of enterprise data is unstructured (IDC)
• 60% of documents are ...
What Does Metadata Achieve?
• Relevance and precision in search
• Enterprise content management
• Identification of assets...
• Create enterprise automated metadata framework/model
• Average return on investment minimum of 38% and
runs as high as 6...
Enterprise Search
“By itself the search function has limited value. The real value
of search and information access techno...
Metadata Drives Precision Search
• Keyword search captures only 33% of relevant
information. Consistent, meaningful metada...
Situation:
• Not-for-profit organization that contributes to the prevention and
cure of cancer
• More than 30,000 users
• ...
Situation:
• Internet based market intelligence products and services
• Reports from over 720 top publishers to deliver in...
Search Demonstration
Records Management
“It is simply not realistic to expect broad sets of employees to
navigate extensive classification opti...
Records Management
• Protects the organization by eliminating end
user adoption issues
• Eliminates end user tagging
• Ens...
Situation:
• RMDA provides oversight and program
management for the Army’s Records
management program
• Post Traumatic Str...
Records Management
Demonstration
Data Privacy and Cyber Security
“70% of all breaches are due to the organization’s own staff.”
Ponemon Institute
Data Privacy and Cyber Security
• Works in conjunction with security
applications, or as a stand-alone application
• Prote...
Situation:
• Budget of $6.9 Billion
• Over 60,000 users
• Runs 75 hospitals and clinics providing care to more than 2.6 mi...
Situation:
• US Federal Agency
Challenge:
• Protection of sensitive information (PHI, PII, OPSEC)
• Identification of secu...
Policy and Governance
Demonstration
Migration
“At the 2012 Compliance, Governance and Oversight Counsel
(CGOC) Summit, a survey of corporate CIOs and general
...
‘Intelligent’ Migration
• Standalone or in conjunction with migration application
• Pre-migration: As content is migrated ...
Situation:
• Multiple Clients
Challenge:
• Simply moving content to new location did not
provide any benefits
• Human erro...
Migration Demonstration
Enterprise Social Tagging and Collaboration
“96% of executives cite lack of collaboration or ineffective
communication for...
Collaboration and Social Networking
• Ability to add structure to chaos
• Generate weighted results from diverse
repositor...
Situation:
• Business and technology service company headquartered
in the UK
• 41,000 users
• Now CGI
Challenge:
• Inabili...
Situation:
• Global development organisation
• Key information in multiple places in multiple systems - in over
93,000 rec...
Collaboration and Social
Networking Demonstration
Text Analytics
"Because the amount of information within the enterprise --
already overwhelming -- continues to grow, neit...
Text Analytics
• Cloud is a good choice to use for text analytics
• Same on-premise considerations still apply, such
as se...
Situation:
• 23,000 registered users
• 800 virtual workspaces and communities of practice
• Share and disseminate mission ...
eDiscovery, FOIA, Litigation Support
“It is estimated that legal professionals are less than 20 to 25
percent accurate and...
eDiscovery, Litigation Support, FOIA
• Can be integrated into Microsoft
eDiscovery or third party application
• Enables ‘c...
Situation:
• One of the largest and most respected investment management
companies
• $163 billion in assets and over 11 mi...
Office 365 Case Study
Situation:
• Global services firm
• SharePoint environment
• Over 170K users located across the glob...
Show me the ROI
• Create enterprise automated metadata framework/model
• Average return on investment minimum of 38% and r...
Thank You
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch
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Office 365 Information Governance and Compliance - SharePoint Fest New York 2014

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The deployment of Office 365 must pass the same rigorous standards as any enterprise application. Information governance issues are not restricted to an on-premise environment but apply to cloud, and hybrid environments as well. With the adoption of Office 365 there are limitations from a technology perspective as well as advantages.

Join us as we explore these challenges and approach on the optimum way to manage unstructured and semi-structured content, regardless of where it resides. Walk away with an understanding of Office 365 and what it can and cannot do. Find out why information governance challenges in records management, data privacy, search, eDiscovery and FOIA, Litigation Support, and migration all apply to Office 365, as well as SharePoint on-premise. Understand the core capabilities of cloud technologies to address text analytics, collaboration, and social content.

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Office 365 Information Governance and Compliance - SharePoint Fest New York 2014

  1. 1. conceptClassifier for Office 365 Eliminating the Gaps in Office 365 to Achieve Enterprise Wide Information Governance Don Miller Vice President of Sales Concept Searching donm@conceptsearching.com 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, 2014 ‘100 Companies that Matter in KM’ KMWorld and Trend Setting product of 2009, 2010, 2011, 2012, 2013 • 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
  3. 3. Concept Searching and Office 365 • Microsoft Partner • Member of elite Microsoft Business-Critical SharePoint Program • Microsoft Gold Certification in Application Development • conceptClassifier for Office 365 • Automatic semantic metadata generation • Compound term processing • Auto-classification • Taxonomy management • Supports single tenant and multi-tenant environments • Currently the only solution that addresses Information Governance in Office 365 • Security of content assets, security breaches, search, eDiscovery, litigation support, records management, migration, collaboration, social networking
  4. 4. Office 365 Technology Challenges • Office 365 limits the type of solutions that can be installed • No full trust solutions, sandbox only • No ability to make external web service or SQL calls • Reduced SharePoint APIs
  5. 5. Auto-Classification Challenges • The restrictions in Office 365 pose specific challenges to an auto- classification application • Event Receivers cannot reach out to an external server: A problem if you want to use these to alert the external server when documents are added or modified • Metadata updates cannot invoke a system update: A problem if you want to update MMP without corrupting the Modified By user and date • Term Store APIs are restricted: Rename Term and Delete Term are not supported and Term GUIDs cannot be specified
  6. 6. conceptClassifier for Office 365 • conceptClassifier for Office 365 is the first auto-classification application to fully support Office 365 • Event Receivers do contact the remote server to alert it when documents are added or modified • Metadata updates are performed without corrupting the Modified By user and date • All taxonomy management is implemented, including Rename Term, Delete Term, and synchronization of Term GUIDs
  7. 7. Office 365 In Practice What is Information Governance? And why do you care?
  8. 8. Metadata driven application and enforcement of policies to achieve Information Governance Smart Content Framework™ Sum of Parts is Greater than Whole
  9. 9. • 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 for SharePoint 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
  10. 10. Why Information Governance in Office 365? • A single semantic framework regardless of where content resides • Maximizes value of enterprise information assets • Reduces liabilities surrounding lack of processes • Provides a way to manage unstructured and semi-structured data in a cloud or hybrid environment • Reduces organizational risk • Avoids the cost of non-compliance • Addresses cyber security and data protection • Improves decision making and organizational performance
  11. 11. A Robust Information Governance Strategy in the Cloud will Need • Integrated Enterprise Metadata Repository • Consistency and increased accuracy in Search • eDiscovery, FOIA, Litigation Support • Records Management • Data Privacy • Intelligent Migration • Enterprise Social Networking/Collaboration framework What Do We Need?
  12. 12. What is the Crux of the Problem? It’s all about metadata…. “The metadata infrastructure provides the critical glue that binds the information infrastructure to the underlying IT infrastructure. Sound information governance practices would take advantage of the metadata infrastructure to ensure that content and data are managed consistently and adhere to written policies, across on-premise and cloud based environments.” 2010 IDC Digital Universe Study
  13. 13. Manual tagging is a behavior modification problem. You will never solve it by requiring end users to tag.
  14. 14. 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?
  15. 15. How Do Information Management and Enterprise Metadata Interact?
  16. 16. Metadata Matters The Challenges of Content Overload • 80% of enterprise data is unstructured (IDC) • 60% of documents are obsolete (eLaw) • 50% of documents are duplicates (Equivio) The Benefits of Automatic Semantic Metadata Generation • Elimination of costs and errors associated with end user tagging • Identification and protection of secure content assets from unauthorized access and portability in accordance with compliance procedures • Automatic in-place identification and tagging of documents of record • Normalization of content across functional and geographical boundaries • Integration with the enterprise search • Ability to apply policy consistently across diverse repositories
  17. 17. What Does Metadata Achieve? • Relevance and precision in search • Enterprise content management • Identification of assets for data security, eDiscovery, and litigation preparedness • Cyber security protection • Records management and compliance • Collaboration and social tagging • Intelligent migration • Text analytics
  18. 18. • Create enterprise automated metadata framework/model • Average return on investment minimum of 38% and runs as high as 600% (IDC) • Apply consistent meaningful metadata to enterprise content • Incorrect meta tags costs an organization $2,500 per user per year – in addition potential costs for non-compliance (IDC) • Guide users to relevant content with taxonomy navigation • Savings of $8,965 per year per user based on an $80K salary (Chen & Dumais) • 100% “Recall” of content, 35% Faster access to content “Precision” • Use automatic conceptual metadata generation to improve Records Management • Eliminate inconsistent end user tagging at $4-$7 per record (Hoovers) • Improve compliance processes, eliminate potential privacy exposures 1. Create concept index from your content 2. Model and Validate 3. Automate Tagging 4. Findability 5. Business Processes 6. Records Management and PII 7. Life Cycle Management conceptClassifier for SharePoint provides an automated metadata approach for an immediate ROI and enforces Information Governance Accurate Approach
  19. 19. Enterprise Search “By itself the search function has limited value. The real value of search and information access technologies is in the ongoing efforts needed to establish effective taxonomies, to index and classify content of all kinds, in order to provide meaningful results.” Tom Eid, Research Vice President Gartner Group
  20. 20. Metadata Drives Precision Search • Keyword search captures only 33% of relevant information. Consistent, meaningful metadata ensures all relevant information related to key words will be returned. • Users can’t navigate to information. Taxonomies provide consistent guided navigation for end users to extract relevant information even in external content. Taxonomy navigation is 36%-48% faster and more efficient than lists. • Vocabulary normalization across diverse geographies and cultures causes issues and inhibits sharing of knowledge and expertise due to nomenclature. Knowledge Workers’ Challenges • 15% of their time is spent duplicating information • 25% of their time is spent searching • 40% can not easily find the information they require to do their job • The cost to a 500 employee company is $2.4 million per year in inefficiencies and lost productivity (Gartner Group)
  21. 21. Situation: • Not-for-profit organization that contributes to the prevention and cure of cancer • More than 30,000 users • Outpatient treatment programs that record more than 328,300 visits a year Challenge: • Portal to enable patients to access information relevant to their specific health situations • Accurate, medically sound, and secure information necessary Solution: • conceptClassifier, conceptTaxonomyManager, Microsoft FAST Search • Integrated solution with partner Aeturnum Benefits: • Accuracy of search • Relevance of results • Confidence in data • Control and trust “With more than 30,000 current users, the MyMoffitt Patient Portal has seen significant growth, and of the new patients that come to Moffitt, 87% register for a patient portal account. All developments and enhancements are about improving the patient experience.” Jennifer Camps, Director of Portal Technologies and Data Management, Moffitt Cancer Center Read the Case Study Building Blocks Metadata, Insight, Governance
  22. 22. Situation: • Internet based market intelligence products and services • Reports from over 720 top publishers to deliver instant online access to the most complete, current database of expert insights • Research specialists have in-depth knowledge of publishers, types of reports, and industries Challenge: • Reports classified manually • Poor classification and search capabilities • Numerous reports and categories • Complicated, resource intensive, and time consuming processes Solution: • conceptSearch and conceptTaxonomyManager Benefits: • Increased efficiency • Reduced costs • Improved search quality • Automation “Concept Searching offered a very compelling solution based on taxonomy tools, clue-based suggestions, and the capability of integrating within our own existing framework. And the introduction of their tools with our architecture greatly increased both the quality and quantity of reports for our clients.” Valerio Zanini, VP of Technology, MarketResearch.com Read the Case Study Building Blocks Metadata, Insight, Governance
  23. 23. Search Demonstration
  24. 24. Records Management “It is simply not realistic to expect broad sets of employees to navigate extensive classification options while referring to a records schedule that may weigh in at more than 100 pages.” Forrester Research/ARMA International Survey
  25. 25. Records Management • Protects the organization by eliminating end user adoption issues • Eliminates end user tagging • Ensures adherence to enterprise process and can be easily adjusted for external agencies where compliance is mandatory • Ensures the long term usefulness of the records and enforcement of lifecycle management • Create a taxonomy that mirrors the record plan • Automatic assignment of records retention codes • Routing of documents of record based on organizationally defined workflows – or in- place records declaration • Automatic content type changes as defined by the organization Compliance and Records Management Challenges • The average cost of manually tagging one item is estimated at $4.00 - $7.04 • IDC estimates that only 50% of content is correctly meta tagged • It costs an organization $180 per document to recreate it when it is not tagged correctly and cannot be found • Poor information quality costs organizations 10% to 20% of operating revenues
  26. 26. Situation: • RMDA provides oversight and program management for the Army’s Records management program • Post Traumatic Stress Disorder Case support Challenge: • Large workload and backlog • Content spread across databases, file systems, embedded emails, TIFF files, etc. • Ability to control classified and un-classified information Solution: • Integrated solution by partner COMPU-DATA International • Combined their DAF product with Concept Searching technology suite • conceptSearch, conceptClassifier, conceptTaxonomyManager Benefits: • Terabyte size data store support • Scalable architecture to meet future needs • Increased productivity • Centralized data standardization “The RMDA can now easily load millions of records and automatically classify these against multiple taxonomies simultaneously, while having the ability to easily expand the system configuration through its modular and scalable architecture.” Read the Case Study Building Blocks Metadata, Insight, Governance
  27. 27. Records Management Demonstration
  28. 28. Data Privacy and Cyber Security “70% of all breaches are due to the organization’s own staff.” Ponemon Institute
  29. 29. Data Privacy and Cyber Security • Works in conjunction with security applications, or as a stand-alone application • Protects and secures content assets from search and portability such as • Personally Identifiable Information (PII) • Protected Health Information (PHI) • OPSEC • Or any metadata that is deemed confidential by the organization • Identification in real time as content is created or ingested • Same approach as records management • The taxonomy standardizes the process of identifying all possible privacy data exposures – digital and handwritten Data Breaches and Exposures Challenges • Average cost of a data breach is $6.3 million and ranges from $225K to $35 million • Average cost per exposed record is $197 and ranges from $90-$305 per record • 70% of breaches were due to a mistake or malicious intent by an organization’s own staff • Healthcare provider - $7 million, TJX Companies - $256 million, ValueClick - $2.9 million
  30. 30. Situation: • Budget of $6.9 Billion • Over 60,000 users • Runs 75 hospitals and clinics providing care to more than 2.6 million beneficiaries Challenge: • Records Management • 72K Site Collections, 5300 retention codes, classify 200k documents per hour with minimum resources • Intelligent Migration • Before and after migration • Data Privacy Solution: • conceptClassifier for SharePoint platform Benefits: • Automatic tagging of documents of record • Automatic assignment of record code and ability to change the SharePoint content type • Eliminated manual tagging • No security exposures or breaches in 4 years “Concept Searching’s Taxonomy Manager provides our Subject Matter Experts with a user friendly web interface enabling the development of controlled vocabularies that can be used to filter search results and auto- classify content to folder structures.” J.D. Whitlock, Lt Col, USAF, MSC, CPHIMS Air Force Medical Service Read the Case Study Building Blocks Metadata, Insight, Policy, Governance, Privacy
  31. 31. Situation: • US Federal Agency Challenge: • Protection of sensitive information (PHI, PII, OPSEC) • Identification of security breaches – internal and external before they happen Solution: • conceptClassifier for SharePoint platform Benefits: • Removes sensitive information from unauthorized access during search and portability of secure information • Cleanse content existing in multiple repositories • Real time identification from all sources of ingestion (fax, scanned, email, etc.) as well as from all semi- structured and unstructured content Building Blocks Metadata, Policy, Governance, Privacy conceptClassifier for SharePoint platform extracted 2,000+ documents with sensitive information, from a redacted sample pilot data set for a large government agency. By human error, these 2,000 records contained real social security numbers and real employee information. These documents were identified in the proof of concept to the client in front of executive management.
  32. 32. Policy and Governance Demonstration
  33. 33. Migration “At the 2012 Compliance, Governance and Oversight Counsel (CGOC) Summit, a survey of corporate CIOs and general counsels found that, typically, 1 percent of corporate information is on litigation hold, 5 percent is in a records- retention category and 25 percent has current business value. This means that approximately 69 percent of the data most organizations keep can – and should – be deleted.” Compliance, Governance and Oversight Council (CGOC)
  34. 34. ‘Intelligent’ Migration • Standalone or in conjunction with migration application • Pre-migration: As content is migrated it is analyzed for organizationally defined descriptors and vocabularies, which will automatically classify the content to taxonomies or optionally the SharePoint Term Store • Security rights maintained • Safeguards document confidentiality and identifies security exposures and records that were previously unknown • 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 • Post migration: Taxonomy hierarchy can be used to improve search as content will be organized by concept and enable the ability to find relevant content that was previously unable to be retrieved Migration Challenges • 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 budget average budge overruns of 16% (Hitachi Data Systems) • Survey respondents rely on end users to validate whether their data migration was successful or not (Enterprise Strategy Group)
  35. 35. Situation: • Multiple Clients Challenge: • Simply moving content to new location did not provide any benefits • Human error and time was too costly Solution: • conceptClassifier for SharePoint platform Benefits: • Cleanses irrelevant and unnecessary documents • Dramatically reduces the time for migration • Eliminates manual intervention • Improves the outcome enabling improvements in: • Search • Records management • Data privacy • eDiscovery and litigation support • Text analytics Building Blocks Metadata, Governance, Migration Goal was to improve search for 147K business users but needed to migrate literally millions of documents – used conceptClassifier for SharePoint for the pre and post migration and for enabling concept based searching with their existing search engine and taxonomy based search after the migration. conceptClassifier for SharePoint identified 66K duplicates out of a total of 270K documents, representing a 24% reduction in disk space. Brailsford & Dunlavey Global Supplier of Automotive Parts
  36. 36. Migration Demonstration
  37. 37. Enterprise Social Tagging and Collaboration “96% of executives cite lack of collaboration or ineffective communication for workplace failures.” Salesforce Rypple
  38. 38. Collaboration and Social Networking • Ability to add structure to chaos • Generate weighted results from diverse repositories such as human resources records, time and billing, project documentation, content authorship, team structures, user profiles • Results are generated based on the most experienced and knowledgeable individual for that specific topic or skill set aggregated from diverse repositories • Single logical view for expertise search across diverse information stores • Removes geographical boundaries through vocabulary normalization Collaboration and Social Networking Challenges • Nearly 80% of executives believe collaboration is important but needs to be managed • Up to 90% of content from premium paid publication database services is available for free on-line • Only 25% of executives describe their organization as effective at sharing knowledge across boundaries
  39. 39. Situation: • Business and technology service company headquartered in the UK • 41,000 users • Now CGI Challenge: • Inability to find and re-use content • Eliminate manual tagging • Improve search results Solution: • conceptClassifier for SharePoint Benefits: • Competitive advantages • Ability to find relevant information • Ability to re-use published information • Eliminate end-user tagging to improve consistency • Content automatically classified to one or more taxonomies “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 Building Blocks Metadata, Insight, Enterprise 2.0
  40. 40. Situation: • Global development organisation • Key information in multiple places in multiple systems - in over 93,000 records and library entries • Corporate portal, built on a SharePoint platform, needed to be a window onto the data to enable up to 1,500 employees access to information Challenge: • An efficient way of capturing and compiling information throughout the lifecycle of the business • From market intelligence to proposal development to project implementation Solution: • conceptSearch and conceptClassifier for SharePoint Benefits: • Improved search results • Increased findability • Global data sharing • Time saving “Forty years, thousands of projects and proposals, and tens of thousands of contacts means that lots of information resides in lots of different places. Access to this information is key. While no system will write a proposal for us, conceptClassifier for SharePoint is helping us to aggregate and focus on the data that is most relevant to the task at hand, pointing staff in the right direction and helping them identify ‘what we know and how we know it.’” Steven O’Connor, Director of Communications, DAI Read the Case Study Building Blocks Metadata, Insight, Governance
  41. 41. Collaboration and Social Networking Demonstration
  42. 42. Text Analytics "Because the amount of information within the enterprise -- already overwhelming -- continues to grow, neither software vendors nor their customers can afford to ignore the promise of text analytics," said IDC research VP Susan Feldman in a recent report. "Automated tools for handling this flood of information are the only solution to coping with the increasing demands for compliance, more targeted discovery and better business intelligence."
  43. 43. Text Analytics • Cloud is a good choice to use for text analytics • Same on-premise considerations still apply, such as security and poor search • Provides the semantic framework to analyze and extract highly correlated concepts from very large document collections • Enables organizations to attain an ecosystem of semantics that delivers understandable results • Can be used to ‘cleanse’ the data set and eliminate ‘noise’ – reduces amount of data to be analyzed • Because of semantic search capabilities, highly granular and relevant information can be retrieved • Simplicity of conceptTaxonomyManager makes it an ideal choice for Subject Matter Experts, business analysts to manipulate the data • Exception: third party tool is required to view the resulting data set in the desired format Text Analytics Challenges • Keyword search only retrieves 33% of relevant documents (Osterman Research) • Most enterprises who attempt it do not achieve positive return on investment (Text Content Analytics) • Much harder in B2B than B2C to realize the benefits
  44. 44. 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 ability to deploy Knowledge Management • No ability to retrieve highly relevant information from large data sets • No collaboration capabilities • Security and control of content assets for each end user Solution: • Partner Triune Group provided the 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 Read the Case Study Building Blocks Metadata, Insight, Policy, Governance
  45. 45. eDiscovery, FOIA, Litigation Support “It is estimated that legal professionals are less than 20 to 25 percent accurate and complete when searching and retrieving information from a heterogeneous set of documents.” David C. Blair & M.E. Maron, ‘An evaluation of retrieval effectiveness for full-text document retrieval system,’ 1985
  46. 46. eDiscovery, Litigation Support, FOIA • Can be integrated into Microsoft eDiscovery or third party application • Enables ‘concept’ based classification based on ‘concepts in context’ • Eliminates ambiguity in terms • Vocabulary normalization • Taxonomy can be rapidly changed to identify new criteria or setup for a new legal matter • Designed for Subject Matter Experts • No need to learn a new language or use external consultants to deploy or manage for new litigation matters eDiscovery, Litigation Support, and FOIA Challenges • Keyword search only retrieves 33% of relevant documents (Osterman Research) • The average Fortune 500 company will have on average 125 law suits at any given point of time (The National Law Review) • Content left ungoverned can become a liability (Sedona Conference) • Litigation Support Vendors - $75K-$180K (Koeller, Nebeker, Carlson & Haluck) • Document Reviewers - $80K - $130K (Koeller, Nebeker, Carlson & Haluck) • Ability to review one gigabyte of data – 12.5 days – 62.5 days (Koeller, Nebeker, Carlson & Haluck)
  47. 47. Situation: • One of the largest and most respected investment management companies • $163 billion in assets and over 11 million shareholder accounts • Highly regulated industry • Deployed in legal department Challenge: • Standardize on SharePoint 2010 and FAST • Automatically tag unstructured content • Manage content through taxonomies • Native integration with SharePoint 2010 • FAST integration • Assist with migration from MOSS Solution: • conceptClassifier for SharePoint Benefits: • Cleanse content existing in multiple repositories during migration to SharePoint 2010 • Eliminate subjective end user tagging • Improve search results • Native integration with the SharePoint 2010 Term Store Building Blocks Metadata, Insight, Policy, Governance
  48. 48. Office 365 Case Study Situation: • Global services firm • SharePoint environment • Over 170K users located across the globe - Americas, Europe, Middle East, India, Africa (EMEIA), Asia Pacific, Japan Challenge: • Ability to communicate real-time with end users and clients regardless of where they reside or how they are connected • Information Governance issues Solution: • conceptClassifier for SharePoint • conceptClassifier for Office 365 Benefits: • Hybrid environment with Information Governance enforced across the global enterprise – migration, data security, search, content management, records management • Improved communication and access to real-time information • High performance and scalability • One core set of technologies – deploy once use for multiple applications
  49. 49. Show me the ROI • Create enterprise automated metadata framework/model • Average return on investment minimum of 38% and runs as high as 600% (IDC) • Migration, can individuals ensure the right documents are migrated and the sensitive ones are removed! • Apply consistent meaningful metadata to enterprise content • Incorrect meta tags costs an organization $2,500 per user per year – in addition potential costs for non-compliance (IDC) • Guide users to relevant content with taxonomy navigation • Savings of $8,965 per year per user based on $80K salary (Chen & Dumais) • 100% ‘recall’ of content, 35% faster access to content ‘precision’ • Use automatic conceptual metadata generation to improve records management • Eliminate inconsistent end user tagging at $4-$7 per record (Hoovers) • Improve compliance processes, eliminate potential privacy exposures
  50. 50. Thank You Don Miller Vice President of Sales Concept Searching donm@conceptsearching.com Twitter @conceptsearch

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