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© Concept Searching 2016
Coexist or Integrate? Manage Unstructured Content from
Diverse Repositories and Environments, to Deliver an
Unprecedented, Unified View
Steve Smith
Consultant
C/D/H
steves@cdh.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch
Steve Mann
Vice President of Sales
Concept Searching
stevem@conceptsearching.com
© Concept Searching 2016
Agenda
• Welcome
• Introductions
• Concept Searching
• Who we are
• What we do
• The core platform
• Solutions and Benefits
• Technical Demonstrations
• Core Technology – Steve Mann, Concept Searching
• Enterprise-wide Search – Steve Smith, C/D/H
• Questions
© Concept Searching 2016
• Company founded in 2002
• Product launched in 2003
• Focus on management of structured and unstructured information
• Profitable, debt free
• Technology Platform
• Delivered as a web service
• Automatic concept identification, content tagging, auto-classification,
taxonomy management
• Only statistical vendor that can extract conceptual metadata
• 9 years KMWorld ‘100 Companies that Matter in Knowledge Management’
8 years KMWorld ‘Trend Setting Product’
• Authority to Operate enterprise wide US Air Force, NETCON US Army,
and Canadian SLSA
• Client base: Fortune 500/1000 organizations in Healthcare, Financial Services,
Manufacturing, Energy, Professional Services, Pharmaceutical, Public sector and DoD
• Microsoft Gold Certification in Application Development
• Member of SharePoint PAC and TAP programs
• Deployed as an Add-in for SharePoint on-premises 2013 onwards and SharePoint Online,
including the latest vNext dedicated platform and the government cloud
The Global Leader in
Managed Metadata Solutions
© Concept Searching 2016
Partnership
• Microsoft
• Enterprise Search 2013/2016
• Business Connectivity Services
• Power BI for analysis and visualization
• Cortana Analytics Suite for predictive analysis
• Deployments can be on-premises, hybrid, or cloud
• Concept Searching
• Classifies common mapping normalizations for semantic relevancy
• Works in all listed environments – on-premises, hybrid, or cloud
• C/D/H
• Specialist operations team of technology innovators
• Envisioned and delivered this solution for many clients
© Concept Searching 2016
Concept Searching’s technology platforms deliver semantic metadata
generation, auto-classification and
taxonomy/Term Store management, fully integrated with all versions
of SharePoint on-premises, Microsoft Online/Office 365, and
OneDrive for Business
What Do We Do?
The platform is not a web part, but an infrastructure platform that
integrates not only with SharePoint but also other content
repositories, search engines and file shares, enabling our clients to
add structure and manage their enterprise content, regardless of
environment
The resulting classification metadata is used by clients to deliver
‘intelligent metadata solutions’ in areas such as enhanced
search, migration, data privacy,
records management, policy enforcement, compliance, text
analytics, and business and social collaboration
© Concept Searching 2016
The Core Technology and Why We Are Different
It’s All About Metadata
• Unique IP Compound Term Processing
• Identifies multi-word terms that form a
complex entity
• Ambiguity inherent in single words is
eliminated
• Works in any language, regardless of
grammar or linguistic style
• Generates non-subjective metadata based on
an understanding of conceptual meaning
© Concept Searching 2016
conceptClassifier for File Shares
• New Concept Searching utility that is deployed in conjunction with either the
conceptClassifier for SharePoint platform or the conceptClassifier for Office 365 platform
• Cleans up, optimizes, and organizes file share content, automatically tagging and classifying
documents to a term set, improving search and eDiscovery, and preparing content for
migration
• Using Concept Searching’s intelligent migration or a third-party migration tool, content is
automatically migrated to SharePoint or SharePoint Online
• Deployment of an enterprise metadata repository and concept-based searching
• Automatically generates multi-term metadata, auto-classifies and manipulates it, eliminating
many manual and time-consuming tasks
• Content can be optimized, organized, tested, and validated before, not after, migration
© Concept Searching 2016
Benefits
• Reduce risk with searchable, findable, and organized content
• Leverage automatic population of metadata to the managed metadata fields, saving time
and human resources
• Increase accuracy of metadata by eliminating end user tagging, improving productivity, and
enabling concept-based searching
• Optimize content and reduce the time, resources, and costs associated with migration
• Ability to test and validate the migration process, before migration, reducing both risk and
migration time
• Using intelligent migration and conceptClassifier for File Shares results in an enterprise
metadata repository to improve search, records management, security, enterprise content
management, text analytics, secure collaboration, and any application that requires
metadata
© Concept Searching 2016
conceptClassifier for Hybrid Search
• Concept Searching’s conceptClassifier for Hybrid Search enriches the content in the
search engine index with compound term metadata
• Compound term processing is unique in the industry
• Generates multi-term metadata that represents a concept, such as subject or topic
• The multi-term metadata is added to the Office 365 Delve search engine index
• Unlike support for the Content Enrichment Web Service (CEWS), conceptClassifier for
Hybrid Search provides a hybrid environment that enables concept-based searching rather
than text extraction
• This significantly improves the relevance and accuracy of search results
• Supports SharePoint 2010, 2013, 2016 and file system sources
© Concept Searching 2016
Benefits
• Provides consistent, accurate, and non-subjective metadata through the elimination of
end user tagging
• Provides a unified search experience for end users
• Enables concept-based searching
• Improves information literacy (IL) with concept-based searching, as the technologies
are not based on end user search skills
• Differs significantly from text extraction, which is the typical approach
• Infrastructure savings achieved through a reduced on-premises server footprint
© Concept Searching 2016
Partnership Use Case
• Combines Concept Searching’s expertise in semantic metadata generation, auto-
classification, and taxonomy management and C/D/H’s expertise and experience in building
content intelligence search platforms, supporting the search solution
• World’s first Office 365 Hybrid Search Service Application for one of the largest global
automotive parts manufacturers
• C/D/H provided knowledge, planning, and optimization to intelligently migrate global
automotive manufacturer’s content from on-premises Search 2013 to the Office 365 Hybrid
Search platform, using Concept Searching’s utility conceptClassifier for Hybrid Search
• Solution allows 40,000 users to search 20 million documents from over 30 content sources,
securely and within seconds – leveraged the Microsoft Azure cloud platform, which reduced
the required infrastructure tenfold
© Concept Searching 2016
Demonstration
Core Technology – Steve Mann, Concept Searching
© Concept Searching 2016
What If You Could…
• What if you could… not only search and discover, but also analyze, visualize, and apply
artificial intelligence to a normalized set of ALL structured and unstructured content
within your organization, securely and in near real time?
• Normalized – Single corporate governed standard nomenclature map
• Structured Content – Data from legacy applications and custom databases
• Unstructured Content – Documents and conversations from file shares and
collaboration and communications platforms
• Securely – Only information for which each user has read access
• Near Real Time – From a common index within seconds
• Content Intelligence is the combination of semantic technology and information science
that allows machines to model, interpret, describe, analyze, and visualize the content of
the enterprise, in order to leverage the human intelligence locked in that content
© Concept Searching 2016
Business Problem
• It’s hard to find anything
• Each Source System of Record may…
• Have different login/security - Active Directory, LDAP, Kerberos, custom
• Contain both structured and unstructured content - Documents, pages, images,
drawings, data, metadata
• Have its own terminology or nomenclature - Customers, products, divisions,
functions
• Include
• Network file shares
• SharePoint, Lotus Notes and other content management systems
• Application – finance, HR, sales, marketing, production, custom
• Database – Oracle, Microsoft, IBM and
• Web – page, wiki, blog, intranet, extranet, public
© Concept Searching 2016
Unstructured Content
Enterprise-wide Search Solution
Taxonomy
Structured Content
Customer:
Product Family:
Product Line:
Global System:
Product Class:
Product System:
Siemens
TeamCenter
Enterprise
Business Connectivity Services
(SQL, Web API, OData, etc.)
Search Crawler
(Scheduled Full and Incremental)
Network & Authentication
Search Index
(Terms and Metadata)
ConceptSearch
Metadata
Injection
Based on Rules
(aka Tagging)
Metadata
Injection
Search
Results
(Everything)
Scoped
Result
(Pre-Refined)
Oracle Product
Lifecycle
Management
Custom Solution
Microsoft SQL
Custom Solution
dBase Database
Custom Solution
DB2 or PostgreSQL
Subversion
Multipleversion
Custom Solution
MySQL, Teradata
or Informix
ENOVIA V6 R2011
(Oracle)
(SRD-708)
SmarTeam Version
21 SP5
Intralink10.0
(Oracle)
Custom Solution
Paradox Database ClearCase (V8.0)
Oracle 11.2.0.3
Analysis Visibility
SharePoint
2007/10/13
Mentor Graphics
DMS VX.1.1
Subversion
Software
DOORS v9.3
Lotus Notes
Databases
Optionally write back Metadata to:
* Document Properties on a Network
* SharePoint Document Library
Securely access all data and documents globally within seconds, governed by
a single common taxonomy that neutralizes the nomenclatures used by all disparate sources
© Concept Searching 2016
Demonstration
Enterprise-wide Search – Steve Smith, C/D/H
© Concept Searching 2016
Demonstration
• Fast – Find everything within your organization within three seconds
• Secure – Returns only results each person already has access to
• Normalized – Based on a corporate, governed nomenclature map
• Search – Keywords, concepts, compound terms, ranges, and semantics
• Content – Both structured and unstructured
• Sources – From file shares, LOB systems, databases, websites
• Visualized – Full preview of all types of content for visual detection
• Organized – Refinement based on corporate taxonomy
• Analyzed – Applied artificial intelligence for predictive analytics
• Delivers unprecedented, unified access to all content
© Concept Searching 2016
Benefits
• Inject innovation and global reuse into the design process, and share best practices
and lessons learned
• Reach worldwide to enable creation of uniform, global design practices and work
streams
• Increase flexibility to securely bring together dispersed project teams and employees
• Decrease time to market through faster decision making
• Reduce wasted investment and operational cost
• Accelerate future design, manufacture, or quality/warranty tracking
• Future-proof your flexibility to support changing business needs
(risk mitigation)
• Eradicate duplication when teams are working in silos and unaware of others working
on similar or related initiatives
© Concept Searching 2016
Questions?
© Concept Searching 2016
Thank You
Steve Smith
Consultant
C/D/H
steves@cdh.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch
Steve Mann
Vice President of Sales
Concept Searching
stevem@conceptsearching.com

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Coexist or Integrate? Manage Unstructured Content from Diverse Repositories and Environments, to Deliver an Unprecedented, Unified View

  • 1. © Concept Searching 2016 Coexist or Integrate? Manage Unstructured Content from Diverse Repositories and Environments, to Deliver an Unprecedented, Unified View Steve Smith Consultant C/D/H steves@cdh.com www.conceptsearching.com marketing@conceptsearching.com Twitter @conceptsearch Steve Mann Vice President of Sales Concept Searching stevem@conceptsearching.com
  • 2. © Concept Searching 2016 Agenda • Welcome • Introductions • Concept Searching • Who we are • What we do • The core platform • Solutions and Benefits • Technical Demonstrations • Core Technology – Steve Mann, Concept Searching • Enterprise-wide Search – Steve Smith, C/D/H • Questions
  • 3. © Concept Searching 2016 • Company founded in 2002 • Product launched in 2003 • Focus on management of structured and unstructured information • Profitable, debt free • Technology Platform • Delivered as a web service • Automatic concept identification, content tagging, auto-classification, taxonomy management • Only statistical vendor that can extract conceptual metadata • 9 years KMWorld ‘100 Companies that Matter in Knowledge Management’ 8 years KMWorld ‘Trend Setting Product’ • Authority to Operate enterprise wide US Air Force, NETCON US Army, and Canadian SLSA • Client base: Fortune 500/1000 organizations in Healthcare, Financial Services, Manufacturing, Energy, Professional Services, Pharmaceutical, Public sector and DoD • Microsoft Gold Certification in Application Development • Member of SharePoint PAC and TAP programs • Deployed as an Add-in for SharePoint on-premises 2013 onwards and SharePoint Online, including the latest vNext dedicated platform and the government cloud The Global Leader in Managed Metadata Solutions
  • 4. © Concept Searching 2016 Partnership • Microsoft • Enterprise Search 2013/2016 • Business Connectivity Services • Power BI for analysis and visualization • Cortana Analytics Suite for predictive analysis • Deployments can be on-premises, hybrid, or cloud • Concept Searching • Classifies common mapping normalizations for semantic relevancy • Works in all listed environments – on-premises, hybrid, or cloud • C/D/H • Specialist operations team of technology innovators • Envisioned and delivered this solution for many clients
  • 5. © Concept Searching 2016 Concept Searching’s technology platforms deliver semantic metadata generation, auto-classification and taxonomy/Term Store management, fully integrated with all versions of SharePoint on-premises, Microsoft Online/Office 365, and OneDrive for Business What Do We Do? The platform is not a web part, but an infrastructure platform that integrates not only with SharePoint but also other content repositories, search engines and file shares, enabling our clients to add structure and manage their enterprise content, regardless of environment The resulting classification metadata is used by clients to deliver ‘intelligent metadata solutions’ in areas such as enhanced search, migration, data privacy, records management, policy enforcement, compliance, text analytics, and business and social collaboration
  • 6. © Concept Searching 2016 The Core Technology and Why We Are Different It’s All About Metadata • Unique IP Compound Term Processing • Identifies multi-word terms that form a complex entity • Ambiguity inherent in single words is eliminated • Works in any language, regardless of grammar or linguistic style • Generates non-subjective metadata based on an understanding of conceptual meaning
  • 7. © Concept Searching 2016 conceptClassifier for File Shares • New Concept Searching utility that is deployed in conjunction with either the conceptClassifier for SharePoint platform or the conceptClassifier for Office 365 platform • Cleans up, optimizes, and organizes file share content, automatically tagging and classifying documents to a term set, improving search and eDiscovery, and preparing content for migration • Using Concept Searching’s intelligent migration or a third-party migration tool, content is automatically migrated to SharePoint or SharePoint Online • Deployment of an enterprise metadata repository and concept-based searching • Automatically generates multi-term metadata, auto-classifies and manipulates it, eliminating many manual and time-consuming tasks • Content can be optimized, organized, tested, and validated before, not after, migration
  • 8. © Concept Searching 2016 Benefits • Reduce risk with searchable, findable, and organized content • Leverage automatic population of metadata to the managed metadata fields, saving time and human resources • Increase accuracy of metadata by eliminating end user tagging, improving productivity, and enabling concept-based searching • Optimize content and reduce the time, resources, and costs associated with migration • Ability to test and validate the migration process, before migration, reducing both risk and migration time • Using intelligent migration and conceptClassifier for File Shares results in an enterprise metadata repository to improve search, records management, security, enterprise content management, text analytics, secure collaboration, and any application that requires metadata
  • 9. © Concept Searching 2016 conceptClassifier for Hybrid Search • Concept Searching’s conceptClassifier for Hybrid Search enriches the content in the search engine index with compound term metadata • Compound term processing is unique in the industry • Generates multi-term metadata that represents a concept, such as subject or topic • The multi-term metadata is added to the Office 365 Delve search engine index • Unlike support for the Content Enrichment Web Service (CEWS), conceptClassifier for Hybrid Search provides a hybrid environment that enables concept-based searching rather than text extraction • This significantly improves the relevance and accuracy of search results • Supports SharePoint 2010, 2013, 2016 and file system sources
  • 10. © Concept Searching 2016 Benefits • Provides consistent, accurate, and non-subjective metadata through the elimination of end user tagging • Provides a unified search experience for end users • Enables concept-based searching • Improves information literacy (IL) with concept-based searching, as the technologies are not based on end user search skills • Differs significantly from text extraction, which is the typical approach • Infrastructure savings achieved through a reduced on-premises server footprint
  • 11. © Concept Searching 2016 Partnership Use Case • Combines Concept Searching’s expertise in semantic metadata generation, auto- classification, and taxonomy management and C/D/H’s expertise and experience in building content intelligence search platforms, supporting the search solution • World’s first Office 365 Hybrid Search Service Application for one of the largest global automotive parts manufacturers • C/D/H provided knowledge, planning, and optimization to intelligently migrate global automotive manufacturer’s content from on-premises Search 2013 to the Office 365 Hybrid Search platform, using Concept Searching’s utility conceptClassifier for Hybrid Search • Solution allows 40,000 users to search 20 million documents from over 30 content sources, securely and within seconds – leveraged the Microsoft Azure cloud platform, which reduced the required infrastructure tenfold
  • 12. © Concept Searching 2016 Demonstration Core Technology – Steve Mann, Concept Searching
  • 13. © Concept Searching 2016 What If You Could… • What if you could… not only search and discover, but also analyze, visualize, and apply artificial intelligence to a normalized set of ALL structured and unstructured content within your organization, securely and in near real time? • Normalized – Single corporate governed standard nomenclature map • Structured Content – Data from legacy applications and custom databases • Unstructured Content – Documents and conversations from file shares and collaboration and communications platforms • Securely – Only information for which each user has read access • Near Real Time – From a common index within seconds • Content Intelligence is the combination of semantic technology and information science that allows machines to model, interpret, describe, analyze, and visualize the content of the enterprise, in order to leverage the human intelligence locked in that content
  • 14. © Concept Searching 2016 Business Problem • It’s hard to find anything • Each Source System of Record may… • Have different login/security - Active Directory, LDAP, Kerberos, custom • Contain both structured and unstructured content - Documents, pages, images, drawings, data, metadata • Have its own terminology or nomenclature - Customers, products, divisions, functions • Include • Network file shares • SharePoint, Lotus Notes and other content management systems • Application – finance, HR, sales, marketing, production, custom • Database – Oracle, Microsoft, IBM and • Web – page, wiki, blog, intranet, extranet, public
  • 15. © Concept Searching 2016 Unstructured Content Enterprise-wide Search Solution Taxonomy Structured Content Customer: Product Family: Product Line: Global System: Product Class: Product System: Siemens TeamCenter Enterprise Business Connectivity Services (SQL, Web API, OData, etc.) Search Crawler (Scheduled Full and Incremental) Network & Authentication Search Index (Terms and Metadata) ConceptSearch Metadata Injection Based on Rules (aka Tagging) Metadata Injection Search Results (Everything) Scoped Result (Pre-Refined) Oracle Product Lifecycle Management Custom Solution Microsoft SQL Custom Solution dBase Database Custom Solution DB2 or PostgreSQL Subversion Multipleversion Custom Solution MySQL, Teradata or Informix ENOVIA V6 R2011 (Oracle) (SRD-708) SmarTeam Version 21 SP5 Intralink10.0 (Oracle) Custom Solution Paradox Database ClearCase (V8.0) Oracle 11.2.0.3 Analysis Visibility SharePoint 2007/10/13 Mentor Graphics DMS VX.1.1 Subversion Software DOORS v9.3 Lotus Notes Databases Optionally write back Metadata to: * Document Properties on a Network * SharePoint Document Library Securely access all data and documents globally within seconds, governed by a single common taxonomy that neutralizes the nomenclatures used by all disparate sources
  • 16. © Concept Searching 2016 Demonstration Enterprise-wide Search – Steve Smith, C/D/H
  • 17. © Concept Searching 2016 Demonstration • Fast – Find everything within your organization within three seconds • Secure – Returns only results each person already has access to • Normalized – Based on a corporate, governed nomenclature map • Search – Keywords, concepts, compound terms, ranges, and semantics • Content – Both structured and unstructured • Sources – From file shares, LOB systems, databases, websites • Visualized – Full preview of all types of content for visual detection • Organized – Refinement based on corporate taxonomy • Analyzed – Applied artificial intelligence for predictive analytics • Delivers unprecedented, unified access to all content
  • 18. © Concept Searching 2016 Benefits • Inject innovation and global reuse into the design process, and share best practices and lessons learned • Reach worldwide to enable creation of uniform, global design practices and work streams • Increase flexibility to securely bring together dispersed project teams and employees • Decrease time to market through faster decision making • Reduce wasted investment and operational cost • Accelerate future design, manufacture, or quality/warranty tracking • Future-proof your flexibility to support changing business needs (risk mitigation) • Eradicate duplication when teams are working in silos and unaware of others working on similar or related initiatives
  • 19. © Concept Searching 2016 Questions?
  • 20. © Concept Searching 2016 Thank You Steve Smith Consultant C/D/H steves@cdh.com www.conceptsearching.com marketing@conceptsearching.com Twitter @conceptsearch Steve Mann Vice President of Sales Concept Searching stevem@conceptsearching.com