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SharePoint Syntex
David J. Rosenthal
Vice President & General Manager, Digital Business
March 2, 2021
Microsoft Ignite Global Conference
Agenda
Workplace
insights
Expertise &
answers
Content
services
Knowledge
discovery
Connect people with
knowledge, experts
and insights
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
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
Gartner Content Services Platforms MQ 2020
https://aka.ms/gartner-csp20
Content services
SharePoint Syntex
Microsoft
SharePoint Syntex
Introducing:
Content services that work the way you do
SharePoint Syntex
Content understanding
Create no-code AI models that
capture expertise to classify and
extract information to automatically
apply metadata for knowledge
discovery and reuse
Content processing
Automate capture, ingestion and
categorization of content and
streamline content-centric processes
using Power Automate
Content compliance
Connect and manage content to
improve security and governance
with integration to Microsoft
Information Protection & Governance
Content services that work the way you do
Evolution of content AI
Conventional machine learning
• “Black box” AI
• Large training sets
• Human expertise reviews results later
Large
content set
AI identifies
patterns
AI applies
tags
Experts QA
the AI model
Evolution of content AI
Machine teaching
• Human-centric AI
• Small sample sizes
• Experts review results early
Experts tag
a small
sample set
AI encodes
human
expertise as
tagging rules
New content
is tagged
Better together: People + AI
New AI services and capabilities to make it easier to build content understanding and
classification apps directly into the content management flow using SharePoint Syntex
Any content, aided by
use of managed terms
and content types
Manual
Process digital content -
photos, scans, receipts,
business cards, videos
with OCR & text
Object detection
Capture content types
and metadata from
purchase orders,
applications, other
structured documents
Form processing
Capture content types
and metadata from
contracts, resumes,
other unstructured
documents
Document
understanding
Interactive Pre-built, automated Custom, assisted Custom, compliant
Model type based on file format and 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
Train on 5-10 PDF, Office,
mail files, including
negative examples
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 PDF, JPG, PNG
format, totaling
50MB/500pp
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
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
Uses responsive design and accessibility
standards to look great on any device
Knowledge & Content Services: strengthening
metadata foundation
Strengthening the metadata foundation
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
New metadata capabilities with SharePoint Syntex
Match extracted content
to managed terms for
consistent metadata
application
Taxonomy extractors
Define richer import
files with a new format
based on SKOS, with
support for properties
and multiple term sets
New import format
Understand the
composition of your
term store to better
manage
Term store reports
Ensure that your critical
content types are
automatically added to
new lists in hubs (and
their associated sites)
Content type push
Microsoft Graph content connectors
Extend Microsoft 365 experiences Build your experience
Microsoft Graph
Your enterprise data sources
130+ connectors available through partners
https://aka.ms/GraphConnectors
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
Microsoft 365 content compliance
Integrate security and compliance with SharePoint Syntex
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
Information Protection
Built-in labeling and protection experience in Office
apps, Office 365 services, other Microsoft services
like Power BI, Edge, and Windows
Advanced eDiscovery
Quickly find and respond with only the
relevant information
Advanced Audit
Power fast and effective forensic and compliance
investigations with user and admin activity data
retained up to 10 years
Results: Improved precision and consistency
Manage metadata,
taxonomy and
content types
Process
Discover
Govern
Seamless tagging with
contextual suggestions
Integration with content
understanding and compliance
MIP sensitivity and
retention labels
Knowledge and Content Services
Knowledge & Content Services overview
Microsoft Viva Topics SharePoint Syntex
Topic card
Microsoft 365 Apps
Topic page Topic page
Topic page
Topic center home page
Topic center
Content centers
content processing
Metadata and
content compliance
Microsoft Graph and AI
Microsoft Graph content connectors
Knowledge & Content Services overview
Microsoft Viva Topics SharePoint Syntex
Curation
Where users explore topics and experts manage topics
Discovery
Where users connect to knowledge
(content and experts) about topics
Processing
Where process owners build models, ingest content and organize process-
related content, and users access content as part of business process
Topic card
Microsoft 365 Apps
Topic page Topic page
Topic page
Topic center home page
Topic center
Content centers
content processing
Metadata and
content compliance
Microsoft Graph and AI
Microsoft Graph content connectors
Identification
Automatically discover relationships
across content & conversations
Tagging
Extract information from and
about content
Governance
Manage security and
compliance of content
Topic | Skill | …
Extension
Ingest knowledge from external
services and data repositories
Resources
SharePoint Syntex licensing
Add-on to M365 E3/E5
Plans, priced per user
Packaging
Includes 1MM AI Builder
monthly credits for form
processing, 300 users
minimum
Forms processing
500 items indexed by
content connectors per
E5 user, pooled
Content connectors
Knowledge and Content Services Roadmap
Q1 2021 Q2 2021 Q3 2021 Q4 2021
Viva Topics • GA
• Topics in Microsoft
Search in Bing
• Topics in Teams channels
- preview
• Topics in Yammer -
Preview
• Resolve topic name
similarities
• Topic management
metadata
• Support for extended
topic types
• Extended language
support French, German
Spanish
• Graph connected content
mining
• GCC
SharePoint Syntex • Extractors position
awareness
• Dynamic explanation
templates
• Search within training
files
• Retention label support
for Form Processing
• Add MMS columns to
modern view
• GCC availability • Extended language
support French, German,
Italian, Spanish
SharePoint Syntex resources
SharePoint Syntex info, trials & purchases:
aka.ms/SharePointSyntex
Blog announcement:
aka.ms/SharePointSyntex/Announce
Video: aka.ms/SharePointSyntex/Video
Demo: aka.ms/SharePointSyntex/Demo
© 2021 Razor Technology, LLC www.razor-tech.com
David Rosenthal
VP & General Manager
Digital Business
@DavidJRosenthal
Slideshare
www.razor-tech.com
5 Tower Bridge
300 Barr Harbor Dr., Suite 705
West Conshohocken, PA 19428
www.razor-tech.com
David.Rosenthal@razor-tech.com
Office: 866.RZR.DATA
LETS KEEP IN TOUCH

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Microsoft SharePoint Syntex

  • 1. SharePoint Syntex David J. Rosenthal Vice President & General Manager, Digital Business March 2, 2021 Microsoft Ignite Global Conference
  • 3.
  • 5. 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
  • 6. 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
  • 7. Gartner Content Services Platforms MQ 2020 https://aka.ms/gartner-csp20
  • 9.
  • 12. SharePoint Syntex Content understanding Create no-code AI models that capture expertise to classify and extract information to automatically apply metadata for knowledge discovery and reuse Content processing Automate capture, ingestion and categorization of content and streamline content-centric processes using Power Automate Content compliance Connect and manage content to improve security and governance with integration to Microsoft Information Protection & Governance Content services that work the way you do
  • 13. Evolution of content AI Conventional machine learning • “Black box” AI • Large training sets • Human expertise reviews results later Large content set AI identifies patterns AI applies tags Experts QA the AI model
  • 14. Evolution of content AI Machine teaching • Human-centric AI • Small sample sizes • Experts review results early Experts tag a small sample set AI encodes human expertise as tagging rules New content is tagged
  • 15. Better together: People + AI New AI services and capabilities to make it easier to build content understanding and classification apps directly into the content management flow using SharePoint Syntex Any content, aided by use of managed terms and content types Manual Process digital content - photos, scans, receipts, business cards, videos with OCR & text Object detection Capture content types and metadata from purchase orders, applications, other structured documents Form processing Capture content types and metadata from contracts, resumes, other unstructured documents Document understanding Interactive Pre-built, automated Custom, assisted Custom, compliant
  • 16. Model type based on file format and 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 Train on 5-10 PDF, Office, mail files, including negative examples 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 PDF, JPG, PNG format, totaling 50MB/500pp
  • 17. 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 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 Uses responsive design and accessibility standards to look great on any device
  • 18. Knowledge & Content Services: strengthening metadata foundation Strengthening the metadata foundation 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
  • 19. New metadata capabilities with SharePoint Syntex Match extracted content to managed terms for consistent metadata application Taxonomy extractors Define richer import files with a new format based on SKOS, with support for properties and multiple term sets New import format Understand the composition of your term store to better manage Term store reports Ensure that your critical content types are automatically added to new lists in hubs (and their associated sites) Content type push
  • 20. Microsoft Graph content connectors Extend Microsoft 365 experiences Build your experience Microsoft Graph Your enterprise data sources 130+ connectors available through partners https://aka.ms/GraphConnectors
  • 21. 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
  • 22. Microsoft 365 content compliance Integrate security and compliance with SharePoint Syntex 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 Information Protection Built-in labeling and protection experience in Office apps, Office 365 services, other Microsoft services like Power BI, Edge, and Windows Advanced eDiscovery Quickly find and respond with only the relevant information Advanced Audit Power fast and effective forensic and compliance investigations with user and admin activity data retained up to 10 years
  • 23. Results: Improved precision and consistency Manage metadata, taxonomy and content types Process Discover Govern Seamless tagging with contextual suggestions Integration with content understanding and compliance MIP sensitivity and retention labels
  • 24.
  • 25.
  • 27. Knowledge & Content Services overview Microsoft Viva Topics SharePoint Syntex Topic card Microsoft 365 Apps Topic page Topic page Topic page Topic center home page Topic center Content centers content processing Metadata and content compliance Microsoft Graph and AI Microsoft Graph content connectors
  • 28. Knowledge & Content Services overview Microsoft Viva Topics SharePoint Syntex Curation Where users explore topics and experts manage topics Discovery Where users connect to knowledge (content and experts) about topics Processing Where process owners build models, ingest content and organize process- related content, and users access content as part of business process Topic card Microsoft 365 Apps Topic page Topic page Topic page Topic center home page Topic center Content centers content processing Metadata and content compliance Microsoft Graph and AI Microsoft Graph content connectors Identification Automatically discover relationships across content & conversations Tagging Extract information from and about content Governance Manage security and compliance of content Topic | Skill | … Extension Ingest knowledge from external services and data repositories
  • 30. SharePoint Syntex licensing Add-on to M365 E3/E5 Plans, priced per user Packaging Includes 1MM AI Builder monthly credits for form processing, 300 users minimum Forms processing 500 items indexed by content connectors per E5 user, pooled Content connectors
  • 31. Knowledge and Content Services Roadmap Q1 2021 Q2 2021 Q3 2021 Q4 2021 Viva Topics • GA • Topics in Microsoft Search in Bing • Topics in Teams channels - preview • Topics in Yammer - Preview • Resolve topic name similarities • Topic management metadata • Support for extended topic types • Extended language support French, German Spanish • Graph connected content mining • GCC SharePoint Syntex • Extractors position awareness • Dynamic explanation templates • Search within training files • Retention label support for Form Processing • Add MMS columns to modern view • GCC availability • Extended language support French, German, Italian, Spanish
  • 32. SharePoint Syntex resources SharePoint Syntex info, trials & purchases: aka.ms/SharePointSyntex Blog announcement: aka.ms/SharePointSyntex/Announce Video: aka.ms/SharePointSyntex/Video Demo: aka.ms/SharePointSyntex/Demo
  • 33. © 2021 Razor Technology, LLC www.razor-tech.com David Rosenthal VP & General Manager Digital Business @DavidJRosenthal Slideshare www.razor-tech.com 5 Tower Bridge 300 Barr Harbor Dr., Suite 705 West Conshohocken, PA 19428 www.razor-tech.com David.Rosenthal@razor-tech.com Office: 866.RZR.DATA LETS KEEP IN TOUCH