We explored how SharePoint can be enhanced to establish an ECM framework that ensures the availability, usability, integrity, and security of an enterprise’s information, and enables information consumers to: • Find trusted and relevant information regarding health and safety, asset maintenance, and compliance guidelines such as OSHA, for key information for decision making • Ensure accurate records management, regulatory compliance, and improve eDiscovery, and litigation support processes • Identify and secure potential confidential or sensitive information exposures • Rapidly address unexpected failures in processes, such as pipeline leaks or natural disasters • Enable multinational content asset protection and authorization to assets • Automate application and enforcement of policies • Quickly react to deploy project-based hybrid cloud and on-premise collaborative solutions

1. Intelligent Compliance to Optimize
Energy Sector Enterprise Content Management
Adam Hutchinson
Vice President - Oil and Gas Solutions
Stonebridge
Adam.Hutchinson@SBTI.com
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch

2. Expert Speakers
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. Don enjoys helping companies
to improve access to unstructured information.
Adam Hutchinson – Vice President of Oil and Gas Solutions at
Stonebridge has 16 years’ experience in the oil and gas industry.
Before joining Stonebridge, he was an asset manager at BHP Billiton,
and prior to that he was at Chesapeake Energy, as a director of
technology management enabling E&P and midstream operations, and
at Accenture as a manager in the resources market unit.

3. Agenda
• Introductions
• Stonebridge
• Oil and Gas Industry Challenges
• Records Management
• Leveraging Workflows
• Best Practices
• Concept Searching
• Unique Approach
• Manual Approach = Failure
• Use Cases
• Demonstration

4. • 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 ‘100 Companies that Matter in KM’
(KMWorld Magazine) and Trend Setting product of 2009, 2010, 2011, 2012
• 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
• Managed Partner under Microsoft global ISV Program - ‘go to partner’
for Microsoft for auto-classification and taxonomy management
• Smart Content Framework for Information Governance comprising
• Six Building Blocks for success
• Product Suite: conceptSearch, conceptTaxonomyManager, conceptClassifier,
conceptClassifier for SharePoint, conceptTaxonomyWorkflow, conceptContentTypeUpdater for SharePoint
The Global Leader in
Managed Metadata Solutions

5. Stonebridge Overview
Stonebridge is a business and technology consulting firm focused on helping
organizations get better results from their people, processes and technology.
Our clients look to us as a strategic partner with a shared commitment to
achieving their business objectives and maximizing business performance.
Corporate Background Partners and Alliances
• Founded in 1995
• Privately held/Associate-owned
• 100+ Associates
• Offices in Tulsa, OKC, Dallas and Houston
• Average experience per consultant: 10+ years
• Dedicated Oil and Gas Practice

6. Stonebridge Oil and Gas Solutions
Our Focus
To provide industry-specific business consulting services that
enable greater operational and process efficiencies throughout the
resource play development. Our deep knowledge of the Oil and
Gas industry allows us to work collaboratively with clients and solve
business problems with innovative technology solutions.

7. Representative Energy Sector Clientele

8. Stonebridge Competencies
WELL & PIPELINE
LIFECYCLE
BUSINESS
INTELLIGENCE
PORTALS
& ECM
APPLICATION
DEVELOPMENT
& SUPPORT
O&G Software Analysis/
Evaluation
Dashboards & Scorecards
Document/Records
Management
Database Services
Implementation Services/
Specialized Resourcing
Reporting & Analysis SharePoint Enablement .NET Development
Services
Data Management
Data Warehousing,
Information & Master
Data Architecture
Search-Driven Solution
Development Forms & Workflow
Development

9. Oil and Gas Industry Challenges
The Shale Revolution’s Impact on Data Management
• “Startup and Flip” Strategy
• Horizontal Drilling = More Time-Based Files
• Mergers and Acquisitions
• Changing Workforce Demographics
. . . as a result, an explosion in unstructured data assets and
renewed focus on search-driven ECM as part of data
management strategy and best practices . . .

10. What is Records Management?
• Records Management is the control of records throughout their
lifecycle from creation to destruction
Importance
• Documents are at the center of everything we do; strategy,
development, operations and compliance
• How we manage documents directly affects our ability to compete and
comply; improving our efficiency
Create Store Access Retain Destruct
• Know what records
you create or receive
• Ensure records are
properly stored
• Utilize tool
• Provide identifying
information
• Set security for
sensitive
information
• Per Petroleum
Retention Policy
• Ensures records remain
usable, reliable and
accessible through their
retention term
• Dispose
appropriately when
retention term is
met
Data Management

11. Slide 11
The Lifecycle of Controlled Documents
Controlled Documents must be:
• Assigned a review period
• Formatted per document templates
• Numbered documents
• Distributed per designated paths
Create/Update
Review &
Approve
StoreDistribute
Publish
Workflows

12. Slide 12
Function Example
Drilling IADC Morning Reports
HSEC SPPC Plans
Wetlands Replacement
Land Farmout Agreements
Reclamation Procedures
Subsurface Unit Surveys
Well logs
Operations Gas Emissions
MSDS and OSHA Compliance
Regulatory NORM Reporting
Wetland Permits
Oil and Gas Compliance Documents

13. • Concept Searching’s unique statistical concept identification underpins all technologies
• Multi-word suggestion is explicitly more valuable than single term suggestion algorithms
• conceptClassifier will generate conceptual metadata by
extracting multi-word terms that identify ‘triple heart bypass’
as a concept as opposed to single keywords
• conceptTaxonomyManager uses statistical concept
identification to provide real-time feedback during the process
of building, testing, refining, and deploying taxonomies
• 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 that Ensures Success

14. • Metadata driven application and enforcement of policies - conceptClassifier has been
deployed since 2010 to automatically generate metadata and use that metadata to apply and enforce
policies. Many clients are using the platform to support their information governance strategy.
• Proven, mature functionality out of the box - The platform has been deployed in numerous sites
and applications across the enterprise, including MOSS and SharePoint 2010, 2013, Stellent, Documentum,
SQL, Oracle, File Shares, Exchange via SharePoint and across the enterprise.
Smart Content Framework™
Sum of parts is greater than whole

15. Manual Tagging is a
Behavior Modification Problem
conceptClassifier automates the tagging process to remove the
behavior modification problem of manual tagging for Governance,
Findability and Migration
• conceptClassifier increases productivity,
improves ‘Findability’, automates
‘Governance’, migrates content
• Organizes intellectual assets and
provides a factor of improvement for end
users to find company information with
an automated tagging approach for any
search platform
• Improves ability to target content through
EMM/TS with 2013 Search and
SharePoint 2010/2013
• Improves SharePoint Portal Adoption
• Aligns content with governance polices
and federally mandated requirements
• Intelligently migrates content into and out
of SharePoint
• Mitigates Risk
• Reduces federal governance, corporate
information policy, and personally
identifiable information exposures while
improving eDiscovery audit capabilities
and ensuring alignment with content
retention policies
• Lowers cost of Administration
• Leverages native integration to
Microsoft stack, manages migration of
GUIDS
• Lowers cost of ownership to build out
and administer EMM/Term Store
• Intelligent content migration
• Intuitive user interface for easy
product adoption

16. 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 mis-tagged 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.
The answer to consistent metadata is an automated approach that can extract the meaning
from content eliminating manual metadata generation yet still providing the ability to manage
knowledge assets in alignment with the unique corporate knowledge infrastructure.
Manual Approach Leads to Failure

17. • 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. Model and
Validate
2. Automate
Tagging
3. Findability
4. Business
Processes
5. Records
Management
and PII
6. Life Cycle
Management
conceptClassifier for SharePoint 2010, 2013, and Office 365 provides
an automated metadata approach for an immediate ROI and drives
business value
Accurate Approach

18. • Customer locations and sub-industry
• Africa, Australia, Malaysia, the UK, Europe, the US, and Canada
• Natural gas, petroleum, wind energy, mineral and rare earth mining, and
energy regulatory bodies
• Industry Challenges
• Change in the economic climate
• Increased pressure from shareholders
• More stringent regulatory requirements
• Environmental issues
• Ability to maintain competitive advantages
• Information Challenges
• Findability
• Data privacy and security
• Records Management
Energy Sector Challenges

19. • Find trusted and relevant information regarding health and safety,
asset maintenance, and compliance guidelines such as OSHA, for
key information for decision making
• Ensure accurate records management, regulatory compliance, and
improve eDiscovery, and litigation support processes
• Identify and secure potential confidential or sensitive information
exposures
• Automate application and enforcement of policies
• Quickly react to deploy project-based hybrid cloud and on-premise
collaborative solutions
Energy Sector Solutions to Establish an ECM Framework

20. Applying consistent corporate policies for document destruction and
content life cycle management for a leading pipeline company
• A leading North American provider of pipeline, facilities, fabrication,
maintenance, and integrity services to world renowned companies, delivering
energy safely
• Focusing on energy services ranging from upstream production, processing
and gathering facilities to high-pressure transmission and distribution lines
• Using SharePoint 2013 the challenge was the application of inconsistent
metadata
• Using conceptClassifier for SharePoint, the solution eliminated end user
tagging
• Automatically generated metadata is now aligned with its regulated and
corporate polices for document destruction and content life cycle
management
Solution - Use Case #1

21. Using workflows to automate records management and information
security
• One of the leading diversified natural gas companies in the US, with one of
the nation’s largest natural gas pipeline systems
• Using conceptClassifier for SharePoint to power its intranet
• conceptClassifier for SharePoint provides the automatic application of
semantic metadata to content housed in file shares and SharePoint, and
also the taxonomy management capabilities
• The rich conceptual metadata feeds the FAST enterprise search engine
index to significantly improve insight
• conceptContentTypeUpdater is being used to create workflows that
automatically change content types and route them to the appropriate
repository for disposition
Solution - Use Case #2

22. Demonstration

23. Question: How do you get High-Precision and High Recall?
Answer: Effective Meta Data Extraction
• Meta Data Extraction
• Turns raw information (a.k.a. Meta Data) into actionable knowledge
• Provides end-user with ability to reuse and repurpose data
• Offers a Pragmatic Approach to delivering precision and relevance to the
warfighter, as they need it, in support of the mission

24. Thank You
Adam Hutchinson
Vice President - Oil and Gas Solutions
Stonebridge
Adam.Hutchinson@SBTI.com
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch