Project Cortex and SharePoint Syntex are new Microsoft 365 capabilities for knowledge discovery, content understanding, and improved content management. SharePoint Syntex will provide no-code AI models to automatically classify and extract metadata from documents to apply tags and enable better knowledge discovery and reuse. It will also integrate with Microsoft Information Protection for enhanced content governance and compliance. The roadmap includes expanded SharePoint Syntex capabilities, improved taxonomy and content type experiences, and further development of knowledge-focused topic experiences across Microsoft 365. Customers should prepare by ingesting content to Microsoft 365 and mapping knowledge sources to search to take advantage of these new capabilities.

1. Getting Ready for
Project Cortex &
SharePoint Syntex
Your knowledge network in
Microsoft 365
Chris Bortlik
Principal Technical Architect
Microsoft Technology Center
@cbortlik
aka.ms/BortlikBlog

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3. 2020

5. Insights
Knowledge
Experiences
Content
Graph

6. InsightsKnowledge
ExperiencesContent
GraphAGILITY RESILIENCE

7. Workplace
insights
Expertise &
answers
Content
services
Knowledge
discovery
Connect people with
knowledge, experts
and insights

8. What our customers are telling us
Modernize content services with Microsoft 365
Labor intensive, error prone
data entry & interpretation
Compliance, records &
retention management
Disconnected silos across
LOBs & legacy systems
Managing and applying
metadata & taxonomies
Microsoft 365 solves these challenges
Content understanding
Content processing
Content governance

9. Savings through
improved governance
and control
Content classification and curation:
$1.2 million to $3.3 million
Improved discovery:
$42 million to $127 million
Reduced legacy tools &
professional services:
$864,482 to $1.2 million
Source: Forrester (July 2020)
New Technology: The Projected Total Economic Impact™ of Project Cortex

10. Introducing
Microsoft SharePoint Syntex
Content services that work
the way you do…

11. SharePoint Syntex
Connect and manage content to
improve security and governance
with integration to Microsoft
Information Protection.
Create no-code AI models that
capture expertise to classify and
extract information to automatically
apply metadata for knowledge
discovery and reuse.
Automate capture, ingestion and
categorization of content and
streamline content-centric
processes using Power Automate.

12. Evolution of content AI
Traditional AI
 “Black box” AI
 Large training sets
 Human expertise reviews results later
Machine teaching
 Human-centric AI
 Small sample sizes
 Experts review results early
Large content set AI identifies patterns AI applies tags Experts QA the
AI model
Experts tag a
small sample
set
AI encodes
human
expertise as
tagging rules
New content is
tagged

13. Better together: People + AI
Interactive
New AI services and capabilities to make it easier to build content understanding and
classification apps directly into the content management flow using Microsoft SharePoint Syntex
Object detection Form processing Document understandingManual
Process digital content - photos,
scans, receipts, business cards,
videos with OCR & text
Capture content types and
metadata from purchase orders,
applications, other structured
documents
Capture content types and
metadata from contracts, resumes,
other unstructured documents
Any content, aided by use of
managed terms and content
types
Pre-built, automated Custom, assisted Custom, compliant

14. Model type based on file format & use case
Document Understanding
• Created in content center
• Model created in native interface
• Used for unstructured file formats
• Trainable classifier w/ optional extractors
• Can be applied to multiple libraries
Form Processing
• Created from document library
• Model created in AI Builder
• Used for semi-structured file formats
• Settable classifier
• Restricted to a single library
Train on 5-10 PDF, Office, mail
files, including negative examples
Train on PDF, JPG, PNG format,
totaling 50MB/500pp

15. Document libraries
 Content storage and management in Microsoft 365
Modern, thumbnail-centric view with viewers
for 300+ file types delivered through
Microsoft Teams and SharePoint
Uses responsive design and accessibility
standards to look great on any device
Sync files to any device with OneDrive
Move files among libraries with metadata,
versions and policy
Bulk editing, check-in/check-out and approvals,
signals, modern document set

16. Project Cortex: strengthening metadata foundation
Tag content automatically with extracted & managed terms for search, business process
automation & compliance
Coherent/consistent across
Microsoft 365
Search enrichment find
content based on terms
Consistent tagging experience
with contextual term
suggestions and auto tagging
Improved enterprise content
type publishing, discovery,
and enforcement with unified
taxonomy services
Strengthening the metadata foundation

17. New capabilities with Project Cortex
Understand the composition of
your term store to better
manage
Define richer import files with a
new format based on SKOS,
with support for properties &
multiple term sets
Ensure that your critical content
types are automatically added to
new lists in hubs (and their
associated sites)
Content type push New import formatTerm store reports
Match extracted content to
managed terms for consistent
metadata application
Taxonomy extractors

18. New taxonomy & content type user experiences
Modern admin experience for
taxonomy & content types
Updated controls with improved search, filtering
and term suggestions

19. New taxonomy & content type capabilities
Term store analytics
Reports on term store composition & trends on operations
Content types available from modern library UX; support
to push via hub sites
Availability of custom content types; enforcement on new libraries

20. New taxonomy Graph APIs – coming soon
Preview documentation
Sample code, operations, enumerators and more for Graph APIs
https://resources.techcommunity.microsoft.com/graph-apis-documentation/

21. External content
Project Cortex architecture
Where end users discover knowledge
Built in intelligence
Managed metadata &
computer vision
Microsoft 365
Including security
and compliance
How end users
process new
content
Where end users discover connections
Microsoft Graph AI
Where Project Cortex makes connections
Topic pages Topic center Content centerTopic cards
Where Project Cortex gets data
Capture engines
Forms processing
Machine teaching
Project Cortex
Content
connectors
Microsoft SearchMicrosoft 365

22. Microsoft Graph content connectors
Microsoft Graph APIs
Documents Conversations Portals Timeline
Extend Microsoft 365 experiences Build your experience
Connectors
Search
Custom search portals
Line of business apps/solutions
Your enterprise data sources
Microsoft built connectors
130+ connectors available through partners
https://aka.ms/GraphConnectors
Microsoft Graph

23. SharePoint Syntex - Compliance integration
 Leverage MIP label policies for sensitivity and retention
Retention label defines record policy based
on document age or external event
Sensitivity label sets DLP, encryption, sharing,
conditional access policies
Labels can be applied interactively by users
Labels can be applied automatically by
SharePoint Syntex AI models
Analytics and file plans provide scaled
management of label usage and policies
ContentType:Contract

24. Microsoft 365 content compliance
 Integrate security and compliance with SharePoint Syntex
Information Protection
Built-in labeling and protection experience in Office
apps, Office 365 services, other Microsoft services
like Power BI, Edge, and Windows
Built in encryption and key management
Assure proper oversight and control of content at
rest, in transit and as-shared
Information Governance
Intelligent and built-in retention and
records management
Advanced eDiscovery
Quickly find and respond with only the
relevant information
Advanced Audit
Power fast and effective forensic and compliance
investigations with user an admin activity data
retained up to 1 year

25. RESULTS: Improved precision and consistency
Manage metadata,
taxonomy and
content types
PROCESS
DISCOVER
GOVERN
Seamless tagging with
contextual suggestions
Integration with
content understanding
and complianceMIP sensitivity and
retention labels

29. Woodgrove
Woodgrove

56. Microsoft SharePoint Syntex
General availability
• October 1, 2020
Pricing
• Add-on to M365 E3/E5 Plans,
priced per user
• Includes 1MM AI Builder monthly
credits for form processing, 300
users minimum
• 500 items indexed by content
connectors per user, pooled
Learn more
• https://aka.ms/SharePointSyntex

57. Project Cortex Roadmap
Available soon
• SharePoint Syntex
• Document understanding
• Build AI models to extract metadata
from documents such as
agreements & forms
• Content center
• New destination & functionality
• Taxonomy
• Advanced capabilities, Graph API
• Knowledge:
• Topic experiences
• Topic pages and cards in SharePoint
• Auto identification of projects
• Control sources of automated
indexing for topics in your
organization
Early next year
• SharePoint Syntex
• Enhanced capabilities
• Expanded model types, central
model management
• Advanced content experiences
• Solution & business process
focused
• Taxonomy
• Seeding into Knowledge,
improvements across Microsoft 365
• Knowledge:
• Topic experiences
• across Microsoft 365
• Auto identification of more entities,
across connected data
Top of mind
• Interconnected experiences of topics,
expertise and metadata
• Content Assembly & Adaptation
Experiences
• Automated Q&A

58. Best practices to get ready for Project Cortex & SharePoint Syntex
GET CONTENT TO
MICROSOFT 365
MAP KNOWN SOURCES
AND ADD TO SEARCH
GET TO MODERN PAGES UPDATE OR REVAMP
TAXONOMY/MMS

59. Catch up on Ignite 2020 sessions
Ignite 2020 (microsoft.com/ignite)
Keynotes
Enabling collaboration, communication, and knowledge
sharing with Microsoft Teams, SharePoint, Project Cortex,
and more (Jeff Teper)
Sessions
Project Cortex: Knowledge discovery and content
intelligence in Microsoft 365 (Naomi Moneypenny,
Chris McNulty)
Ask the Experts: Project Cortex: Knowledge discovery and
content intelligence in Microsoft 365
(Naomi Moneypenny, Chris McNulty)
Manage information lifecycle and records intelligently
with Microsoft Information Governance (Tina Ying,
Roberto Ygelsias)
Virtual Hub / Employee experience /
Knowledge (aka.ms/VirtualHub/knowledge)
30 sessions related to Knowledge in Microsoft 365

60. SharePoint Syntex resources
Blog announcement:
aka.ms/SharePointSyntex/Announce
SharePoint Syntex page:
aka.ms/SharePointSyntex
Video: aka.ms/SharePointSyntex/Video
Demo: aka.ms/SharePointSyntex/Demo

61. Project Cortex Office Hours
Project Cortex Resource Center
Mar 25 Overview
Apr 8 FAQ
Apr 22 Readiness and Preparation
May 6 Knowledge experiences
May 20 Content understanding and MMS
Jun 3 Admin & configuration
Jul 22 Microsoft Inspire news and updates
Aug 12 Business case for Project Cortex
Sept 30 Microsoft Ignite news & updates
Oct 14 Industry roundtable
Sign up at https://aka.ms/ProjectCortex for details
on upcoming calls
Visit the Project Cortex Office Hours page to
download meeting invites and get meeting recaps

62. Chris Bortlik
Principal Technical Architect
Microsoft Technology Center
@cbortlik
aka.ms/BortlikBlog

85. @Knowledge: Add question and answer as part of Construction Operations Reliability