The document discusses challenges related to managing information and metadata across SharePoint and Office 365 environments. It notes that without effective governance, most technology-focused metadata projects will fail. It highlights issues like inconsistent tagging of content by end users, which compromises search and accessibility of information. The document advocates augmenting Microsoft tools with third-party applications that can automatically generate and apply conceptual metadata to content. This helps improve search, records management, data security, compliance, and other information governance capabilities across hybrid environments.
Metadata used to be an afterthought. Now, metadata is a pre-requisite and the optimal mechanism to drive business processes like security and records and, of course, to manage content.
In this session Robert Piddocke, our Vice President of Channel and Business Development – passionate about information management, and author of books on SharePoint Search – explores how going meta helps transcend typical metadata use.
Robert discusses SharePoint functionality and what needs to be put in place to deploy a metadata-driven enterprise and build a framework for the future, and how metadata can be used to automate and drive business processes, and proactively manage content.
Speaker:
Robert Piddocke – Vice President of Channel and Business Development at Concept Searching
“A survey of corporate CIOs and general counsels found that, typically, 69% of the data most organizations keep can – and should – be deleted.”
Compliance, Governance and Oversight Counsel (CGOC) Summit
So what happens to the 69%? Most likely it will get migrated with no rhyme or reason. Just because it seems easier. And the organization is still left with mismanaged, useless information. That’s only one migration scenario. Migrations can be fraught with delays, budget overruns, and overall frustration. Register for this practical and informative webinar on March 25th, sponsored by Portal Solutions and Concept Searching and learn how you can eliminate migration challenges and reach the pinnacle of success.
What you will take away:
• Learn from Portal Solutions, an industry recognized SharePoint firm, the best practices and processes to approach migration
• Understand the key challenges that need to be overcome before migration
• Obtain buy-in and build the business case on why migration adds value and does not just move content from one place to another
• Take away a clear vision of the steps involved during migration and the phases to be accomplished
• Hear about Intelligent Migration technologies using conceptClassifier for SharePoint
• See how the technology is a key component in a migration solution
• Find the ROI of using one set of technologies to facilitate the migration process, and deploy metadata enabled solutions for search, content management, data protection, records management, and any application that uses metadata.
Metadata Matters – Collaboration, Search, and Information Governance at Brail...Concept Searching, Inc
Brailsford & Dunlavey has earned a reputation as a premier national program management firm, overseeing billions of dollars in new construction and renovation projects. It offers comprehensive services, ranging from planning through implementation, and manages all areas of risk, and maintains constant control of budget, schedule, and quality.
Brailsford & Dunlavey’s goal was to update its SharePoint 2010 intranet, to refresh an out-of-the-box design and to improve usability and collaboration. The existing intranet lacked a clear governance structure, effective information architecture, and mobile accessibility. With nearly 70,000 documents and more than 8,000 list items on its intranet, and another 200,000 on its client portal, the firm needed a way to make intranet content significantly more accessible to employees across several national offices.
The redeveloped and redesigned intranet was implemented with responsive design, to encourage the highly mobile workforce to access the site from anywhere. The intranet’s new, intuitive design reflects the look and feel of Brailsford & Dunlavey’s public facing website, and the refreshed information architecture has provided a clear path to find important information.
Join Brailsford & Dunlavey and Concept Searching to:
• Discover what was done from a technology perspective
• Understand how all the firm’s documents were tagged and classified
• Find out how long the project took
• Hear about challenges and lessons learned
• Learn what the benefits have been
• Watch a demo and see the intranet in action
Coexist or Integrate? How Add-ins Deliver an Integrated Environment to Manage...Concept Searching, Inc
Are you successfully managing your unstructured content? Have you quantified the risks and costs of not proactively managing your content? Did you know that you can dramatically improve search, eDiscovery, security, records management, migration, collaboration, text analytics, and business social applications, just by getting your unstructured content in order?
There are key solutions that will enable you to achieve these improvements. conceptClassifier for SharePoint and conceptClassifier for Office 365 automatically generate multi-term metadata that form concepts. Imagine it – eliminating end user tagging.
Auto-classification and one natively integrated taxonomy/ Term Store, available on-premises, in the cloud, or in a hybrid environment, provide the backdrop for a single enterprise search, regardless of where end users are located. Tackle information governance and standardize processes across the entire enterprise.
The availability of these solutions as add-ins reduces time, costs, and resources, including those of both hardware and technical experts – a typical drain on SharePoint resources. Join us as we explore why you should evaluate add-ins, and how you can finally take charge of your content to meet a variety of challenges and achieve a significant ROI.
Join Concept Searching and partner C/D/H for this thought-provoking webinar on what intelligent enterprise search should be.
Our solution is unique in the marketplace, and overcomes the limitations of other enterprise search engines. It was originally deployed as an enterprise search solution for engineers and support staff.
This webinar will focus on how one unified view of all unstructured, semi-structured, and structured data assets, including 2D and 3D images, can be integrated into the search interface, with previewers and navigational aids.
Both business and technical professionals will benefit from this session:
• Understand how the technology works, and how it can be set up with a platform and search engine of choice
• See how search returns results, and provides visual and navigational aids for all information retrieved
• Watch how to select an image based on color, size, or shape
• Learn how any business or artificial intelligence applications can benefit from the multi-term metadata created
• Find out why the search framework provides a responsive user interface for any tablet, PC or mobile device
Concept Searching, developer of automatic semantic metadata, auto-classification, and taxonomy management, has teamed with WAND, developer of industry and business function specific foundation taxonomies, to make developing, deploying, and using taxonomies simple.
Are your end users disappointed with their search results? Can they find exactly what they need, when they need it, and in the right format?
Learn how to immediately take advantage of unique multi-word concept identification capabilities to rapidly classify unstructured and semi-structured content, aligned with organizational goals and eliminating end user tagging.
This drives improved outcomes in search transparency, information governance, and collaboration across the enterprise, and further refines taxonomies and the SharePoint Term Store.
Understand how to achieve a return on your investment and get your organization’s taxonomies up and running in just two to three weeks.
• The value of this combined offering, set against traditional approaches
• What are foundation taxonomies
• How to rollout taxonomies across an organization
• Ways to manage and change taxonomies
Metadata used to be an afterthought. Now, metadata is a pre-requisite and the optimal mechanism to drive business processes like security and records and, of course, to manage content.
In this session Robert Piddocke, our Vice President of Channel and Business Development – passionate about information management, and author of books on SharePoint Search – explores how going meta helps transcend typical metadata use.
Robert discusses SharePoint functionality and what needs to be put in place to deploy a metadata-driven enterprise and build a framework for the future, and how metadata can be used to automate and drive business processes, and proactively manage content.
Speaker:
Robert Piddocke – Vice President of Channel and Business Development at Concept Searching
“A survey of corporate CIOs and general counsels found that, typically, 69% of the data most organizations keep can – and should – be deleted.”
Compliance, Governance and Oversight Counsel (CGOC) Summit
So what happens to the 69%? Most likely it will get migrated with no rhyme or reason. Just because it seems easier. And the organization is still left with mismanaged, useless information. That’s only one migration scenario. Migrations can be fraught with delays, budget overruns, and overall frustration. Register for this practical and informative webinar on March 25th, sponsored by Portal Solutions and Concept Searching and learn how you can eliminate migration challenges and reach the pinnacle of success.
What you will take away:
• Learn from Portal Solutions, an industry recognized SharePoint firm, the best practices and processes to approach migration
• Understand the key challenges that need to be overcome before migration
• Obtain buy-in and build the business case on why migration adds value and does not just move content from one place to another
• Take away a clear vision of the steps involved during migration and the phases to be accomplished
• Hear about Intelligent Migration technologies using conceptClassifier for SharePoint
• See how the technology is a key component in a migration solution
• Find the ROI of using one set of technologies to facilitate the migration process, and deploy metadata enabled solutions for search, content management, data protection, records management, and any application that uses metadata.
Metadata Matters – Collaboration, Search, and Information Governance at Brail...Concept Searching, Inc
Brailsford & Dunlavey has earned a reputation as a premier national program management firm, overseeing billions of dollars in new construction and renovation projects. It offers comprehensive services, ranging from planning through implementation, and manages all areas of risk, and maintains constant control of budget, schedule, and quality.
Brailsford & Dunlavey’s goal was to update its SharePoint 2010 intranet, to refresh an out-of-the-box design and to improve usability and collaboration. The existing intranet lacked a clear governance structure, effective information architecture, and mobile accessibility. With nearly 70,000 documents and more than 8,000 list items on its intranet, and another 200,000 on its client portal, the firm needed a way to make intranet content significantly more accessible to employees across several national offices.
The redeveloped and redesigned intranet was implemented with responsive design, to encourage the highly mobile workforce to access the site from anywhere. The intranet’s new, intuitive design reflects the look and feel of Brailsford & Dunlavey’s public facing website, and the refreshed information architecture has provided a clear path to find important information.
Join Brailsford & Dunlavey and Concept Searching to:
• Discover what was done from a technology perspective
• Understand how all the firm’s documents were tagged and classified
• Find out how long the project took
• Hear about challenges and lessons learned
• Learn what the benefits have been
• Watch a demo and see the intranet in action
Coexist or Integrate? How Add-ins Deliver an Integrated Environment to Manage...Concept Searching, Inc
Are you successfully managing your unstructured content? Have you quantified the risks and costs of not proactively managing your content? Did you know that you can dramatically improve search, eDiscovery, security, records management, migration, collaboration, text analytics, and business social applications, just by getting your unstructured content in order?
There are key solutions that will enable you to achieve these improvements. conceptClassifier for SharePoint and conceptClassifier for Office 365 automatically generate multi-term metadata that form concepts. Imagine it – eliminating end user tagging.
Auto-classification and one natively integrated taxonomy/ Term Store, available on-premises, in the cloud, or in a hybrid environment, provide the backdrop for a single enterprise search, regardless of where end users are located. Tackle information governance and standardize processes across the entire enterprise.
The availability of these solutions as add-ins reduces time, costs, and resources, including those of both hardware and technical experts – a typical drain on SharePoint resources. Join us as we explore why you should evaluate add-ins, and how you can finally take charge of your content to meet a variety of challenges and achieve a significant ROI.
Join Concept Searching and partner C/D/H for this thought-provoking webinar on what intelligent enterprise search should be.
Our solution is unique in the marketplace, and overcomes the limitations of other enterprise search engines. It was originally deployed as an enterprise search solution for engineers and support staff.
This webinar will focus on how one unified view of all unstructured, semi-structured, and structured data assets, including 2D and 3D images, can be integrated into the search interface, with previewers and navigational aids.
Both business and technical professionals will benefit from this session:
• Understand how the technology works, and how it can be set up with a platform and search engine of choice
• See how search returns results, and provides visual and navigational aids for all information retrieved
• Watch how to select an image based on color, size, or shape
• Learn how any business or artificial intelligence applications can benefit from the multi-term metadata created
• Find out why the search framework provides a responsive user interface for any tablet, PC or mobile device
Concept Searching, developer of automatic semantic metadata, auto-classification, and taxonomy management, has teamed with WAND, developer of industry and business function specific foundation taxonomies, to make developing, deploying, and using taxonomies simple.
Are your end users disappointed with their search results? Can they find exactly what they need, when they need it, and in the right format?
Learn how to immediately take advantage of unique multi-word concept identification capabilities to rapidly classify unstructured and semi-structured content, aligned with organizational goals and eliminating end user tagging.
This drives improved outcomes in search transparency, information governance, and collaboration across the enterprise, and further refines taxonomies and the SharePoint Term Store.
Understand how to achieve a return on your investment and get your organization’s taxonomies up and running in just two to three weeks.
• The value of this combined offering, set against traditional approaches
• What are foundation taxonomies
• How to rollout taxonomies across an organization
• Ways to manage and change taxonomies
FEDSPUG Meeting: Intelligent Metadata and Auto-classification in Records Mana...Concept Searching, Inc
Auto-classification removes a burden from IT teams and end users. But what and where is the content being classified? Then what happens?
Auto-classification not only organizes your content but also provides an environment where information governance and compliance policies, and processes, can be implemented enterprise-wide. With automatic multi-term metadata generation and powerful taxonomy tools, the positive
impact on your business is quickly realized.
As well as the visible impact of search improvement, the elimination of end user tagging reduces both productivity drain and tagging errors, to safeguard information that should be protected, such as confidential information or records.
Find out how to clean up, optimize, and organize your enterprise content, providing a framework
for effective records management.
* Metadata generation – why it is so important
* Auto-classification – why you can’t live without it
* Taxonomy approaches that are manageable – by the staff you already have
With the increase in unstructured information, organizations are looking for new ways to not only improve their search and retrieval process, but also manage and leverage their information assets to improve performance when migrating information.
In this webinar InfoStrata Solutions and Concept Searching will discuss strategies for analyzing your existing information, to categorize and prioritize your assets prior to migrating to SharePoint. We will explore how to leverage the Term Store in different ways to manage content, and how migration and storage costs can be reduced by de-duplicating, removing, or archiving obsolete content.
What you will take away from this session:
• Understand the migration process, to ensure important content is not lost
• Learn how Concept Searching’s Smart Content Framework™ can provide a new way to undertake bulk migrations
• Learn strengths and weaknesses of the information management capabilities of SharePoint 2010 and 2013
• Best practices on managing content with the Term Store
• The difference between a proprietary taxonomy solution and a fully integrated Term Store solution
• Intuitive and unique features in conceptTaxonomyManager that integrate with the SharePoint Term Store, leveraging metadata to drive business value
Speakers:
Mark Adams, Director at InfoStrata Solutions
Paul Billingham, Sales Director of Europe at Concept Searching
John Challis, Founder and CTO at Concept Searching
Anyone can tag a document, but that is the problem. People will tag with varying degrees of accuracy, or worse still, with no accuracy. If documents are tagged accurately, then controlling and managing unstructured documents correctly is made possible. This session will review the pitfalls of manual tagging, and demonstrate the current capabilities of automatic document classification. It will also explore how intelligent metadata solutions benefit business operations, by improving migration, records management, deduplication and search.
Still looking at SharePoint metadata management, auto-classification and taxonomy solutions? You should be. Manual tagging and the Term Store won’t solve your problems, which are only going to get worse.
We’ve taken our industry leading conceptClassifier for SharePoint and conceptClassifier for Office 365 products and made them into add-ins.
Take your pick – SharePoint solution or add-in solution. We offer both. This webinar explains why an add-in and conceptClassifier will deliver your strategy for the future.
Both solutions are available on-premises, online, or in a hybrid environment. We have it covered.
The Nuts and Bolts of Metadata Tagging and Taxonomies Made Easy WebinarConcept Searching, Inc
Taxonomies are often thought of as hard to use and needing specialized applications or IT skills. Not so with Concept Searching’s unique technologies.
Join Michael Paye, our CTO, to see how taxonomies, auto-classification, and multi-term metadata generation unburden the IT team, eliminate end user tagging, and empower business users.
Understand the return on investment from an effective infrastructure solution for search, security, compliance, eDiscovery, records management, knowledge management, collaboration, and migration activities.
• Learn how our solution can meet either one challenge or several, and see how it works with different applications
• Watch multi-term metadata being automatically generated
• See how easy it is to use unique taxonomy tools and interactive features, such as clue suggestion, instant feedback, and assigning weights to terms
• Discover the value of dynamic screen updating to immediately see the impact of taxonomy changes
• View how document movement feedback enables you to see the cause and effect of changes without re-indexing
conceptTermStoreManager – The Native SharePoint Utility to Manage Term Sets W...Concept Searching, Inc
conceptTermStoreManager is a new SharePoint on-premises and SharePoint Online utility that provides native integration with the SharePoint Term Store and the Managed Metadata Service application, where changes in the Term Store can easily be synchronized between SharePoint farms.
The solution was developed to overcome and solve the limitations of the SharePoint Term Store to effectively manage term sets across SharePoint farms and SharePoint Online. conceptTermStoreManager works with SharePoint 2013 and Office 365, and will be available in SharePoint 2016.
This webinar will be of value to any SharePoint organization that is starting to use or currently uses the Managed Metadata Service application, and would like to resolve issues that occur when trying to manage term sets across multiple farms and environments.
The webinar is focused on the technical aspects of the utility and will contain an in-depth demonstration, exploring what conceptTermStoreManager offers:
• Direct synchronization of term sets between two environments
• Synchronization between disconnected environments via an export/import process
• Synchronization from SharePoint 2013 to Office 365
• Backup and restore of term sets using XML files
• Support for Office 365 and SharePoint Online
• Support for all SharePoint 2013 Term Store facilities
• Preservation of term GUIDs when updating existing term sets
• Identical on-premises and Office 365 Term Stores for hybrid customers
• Advanced merge options
SharePoint Saturday London - The Nuts and Bolts of Metadata Tagging and Taxon...Concept Searching, Inc
Taxonomies are often thought of as hard to use and needing specialized applications or IT skills. Not so.
Explore how taxonomies, auto-classification, and multi-term metadata generation unburden the IT team, eliminate end user tagging, and empower business users.
Understand the Return on Investment from an effective infrastructure solution for search, security, compliance, eDiscovery, records management, knowledge management, collaboration, and migration activities.
• Watch multi-term metadata being automatically generated.
• Learn how easy it is to use taxonomy tools and interactive features, such as auto-clue suggestion, instant feedback, and assigning weights to terms.
• Discover the value of dynamic screen updating to immediately see the impact of taxonomy changes.
• View how document movement feedback enables you to see the cause and effect of changes without re-indexing.
Understand must-have functionality, to help you evaluate classification and taxonomy software.
Starting with the importance of multi-term metadata, learn about the pros and cons of differing technologies, which questions to ask vendors, and what suits your organization.
Go beyond the basics, to find out what it takes to manage a taxonomy and integrate it with the SharePoint Term Store.
Take away an understanding of:
• Metadata generation – why it is so important.
• Auto-classification – why you can’t live without it.
• Taxonomy approaches that are manageable – by the staff you already have.
Coexist or Integrate? Manage Unstructured Content from Diverse Repositories a...Concept Searching, Inc
Are you successfully managing your unstructured content? Have you quantified the risks and costs of not proactively managing your content? Did you know that you can dramatically improve search, eDiscovery, security, records management, migration, collaboration, text analytics, and business social applications, just by getting your unstructured content in order? Learn how to effectively clean up, optimize, and organize your file share content.
There are key solutions built on core technology platforms that will enable you to achieve these improvements. The conceptClassifier for SharePoint and conceptClassifier for Office 365 platforms automatically generate multi-term metadata that form concepts. Imagine it – eliminating end user tagging.
And the conceptClassifier for File Shares utility makes file shares discoverable, searchable, optimized, and organized. It automatically tags and classifies documents to a term set, for improving search and eDiscovery, and preparing content for migration.
Auto-classification and one natively integrated taxonomy/Term Store, available on-premises, in the cloud, or in a hybrid environment, provide the backdrop for a single enterprise search, regardless of where end users are located. Tackle information governance and standardize processes across the entire enterprise.The team from C/D/H provided the knowledge, planning, and optimization to intelligently migrate the manufacturer’s content from on-premises Search 2013 to the Office 365 Hybrid Search platform, using Concept Searching’s new utility, conceptClassifier for Hybrid Search.
The solution allows any of the 40,000 users to search 20 million documents from over 30 content sources, securely and within seconds. It leveraged the Microsoft Azure cloud platform, which reduced the required infrastructure tenfold, while improving performance and reducing complexity in the digital workplace.
Steve Mann will be joined by Steve Smith, Consultant from strategic partner C/D/H
Optimize and Organize Your Content with conceptClassifier for File Shares Concept Searching, Inc
This demo show how to effectively cleans up, optimize, and organize your file share content. The conceptClassifier for File Shares utility makes file shares discoverable, searchable, optimized and organized. It automatically tags and classifies documents to a term set for improving search and eDiscovery, and preparing content for migration.
The current Microsoft PowerBI governance enabling and recommendations. Including the changes following the November PowerBI release and PASS conference announcements.
Developing an Effective Search Strategy for Office 365 and Hybrid DeploymentsNetwoven Inc.
The key discussion is on how to maximize Microsoft Enterprise Search with Office 365 and SharePoint hybrid deployments. It covers topics in the architecture, design, deployment and testing of these type of solutions. Learn from our experiences on implementing best practices and avoid common mistakes.
Putting Content in Context: Getting Information into SharePoint for Content M...Kofax
SharePoint is more than just a repository of shared documents...it is a robust platform for information management. Kofax and Gimmal provide best practices for leveraging SharePoint to manage incoming information and turning documents into actionable, meaninful content.
Search for the enterprise seems to have hit a wall. Bad search is the top complaint of users interacting with their internal data. Meanwhile, there is a seemingly never-ending flood of products, SaaS offerings and new solutions in the market all claiming and attempting to solve the problem.
In this roundtable, we will define what expectations organizations should really have about their search platforms and discuss what benefits to expect from using techniques like boosting, auto-classification, natural language processing, query expansion, entity extraction and ontologies. We will also explore what will supersede search in the enterprise.
Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.
This session introduces metadata and its full use in SharePoint, both on-premises and Online. It explores best practices on how meaningful metadata can save time and money, improve user experience, and determine the overall success of collaboration and document management.
Robert Piddocke – with over a decade of experience in SharePoint, passionate about information management, and the author of two books on SharePoint Search – discusses business values and considerations involved when determining how to govern information in SharePoint and SharePoint Online.
Learn how going meta helps transcend typical SharePoint information architecture, and understand how to realize the potential of intelligent content in context.
Speaker(s)
September 14, 2016 - Austin SharePoint User Group
What does governance mean in SharePoint? How do you get to good governance? Do you really need governance? What happens if you don’t have governance, or do it poorly?
Jim brings his experience building SharePoint governance in multiple organizations. The session covers governance basics to help get you going in the right direction.
(Unlike the "Group Therapy" session, this is a straight-up presentation, though the Q&A at the end can be used by the audience to ask their specific questions)
This slide deck is from the presentation On September 14, 2016 at the Austin O365 & SharePoint User Group
Microsoft is continually adding new features to Office 365, and it is sometimes easy to get lost in information. This is particularly true when you need to deploy new functionality in your own organization.
This session explores records management in Office 365 and SharePoint. What is useful, what could be improved, and what are the potential drawbacks? Understand the importance of metadata – in driving records, the synergy with classification labels in the Office 365 Security and Compliance Center, and how it is part of effective records management.
Still worried about classification errors made by your end users? See how we solved that problem years ago.
Speakers:
Michael Paye – Chief Technology Officer at Concept Searching
Robert Piddocke – Vice President of Channel and Business Development
84% of Migration Projects Fail – Getting it Right in SharePoint WebinarConcept Searching, Inc
Migration of unstructured content can be a laborious and time consuming project. Many documents can exist in multiple places at the same time, different revisions of the same document can exist, some documents should be deleted and others should be archived. Documents can reside on file shares, older versions of SharePoint, or other legacy content management systems.
There may be records that were never declared, as well as confidential or private information that will not be identified when migrated. The ability to mass move content is relatively straight forward. However, simply mass moving content will result in the same problem of mismanaged and unorganized content.
Learn how to avoid the typical pitfalls and get it right the first time.
In this webinar Portal Solutions and Concept Searching will address SharePoint migration issues, information architecture and best practices to ensure your migration doesn’t result in the typical project over-runs, post-upgrade production issues and unanticipated down time.
We will explore the strategies to design a taxonomy and metadata schema that will be the basis for information architecture in SharePoint, while understanding the functional planning of how users will interact with the various information elements within the SharePoint environment.
What you will learn about during this session:
• Best practices in defining a SharePoint information architecture
• Aligning the architecture with the business goals
• What is a metadata schema and why it's so important
• How to design a schema aligned to the business and its processes
• How conceptual metadata generation builds a consistent end user experience and decreases migration effort
• Differences between a proprietary taxonomy solution and a fully integrated SharePoint term store solution
• How to plan, architect and test your migration in an iterative fashion
• Maximize the return on investment from your migration budget
• Automatic migration of content driven by classification of metadata
70% of all security breaches are due to an organization’s own staff. Register for this webinar and find out how not to become a statistic. Security is increasingly becoming a significant challenge, regarding how ensuring unstructured and semi-structured content is protected, and also the security rights of the individuals within the organization that need to be given or denied rights to organizational assets.
This Concept Searching webinar will focus on all aspects of security in a SharePoint environment, using native SharePoint tools, conceptClassifier for SharePoint, or integrated with your security application. conceptClassifier for SharePoint and conceptClassifier for Office 365 deliver semantic metadata generation, auto-classification, and taxonomy tools integrated natively with the SharePoint Term Store.
How does it work with privacy and confidential content? The products identify unknown security or confidential exposures in real-time from diverse repositories. Identification of not only standard descriptors but also organizationally defined vocabulary can also be identified. Once identified they are routed to a repository and removed from unauthorized access and portability.
FEDSPUG Meeting: Intelligent Metadata and Auto-classification in Records Mana...Concept Searching, Inc
Auto-classification removes a burden from IT teams and end users. But what and where is the content being classified? Then what happens?
Auto-classification not only organizes your content but also provides an environment where information governance and compliance policies, and processes, can be implemented enterprise-wide. With automatic multi-term metadata generation and powerful taxonomy tools, the positive
impact on your business is quickly realized.
As well as the visible impact of search improvement, the elimination of end user tagging reduces both productivity drain and tagging errors, to safeguard information that should be protected, such as confidential information or records.
Find out how to clean up, optimize, and organize your enterprise content, providing a framework
for effective records management.
* Metadata generation – why it is so important
* Auto-classification – why you can’t live without it
* Taxonomy approaches that are manageable – by the staff you already have
With the increase in unstructured information, organizations are looking for new ways to not only improve their search and retrieval process, but also manage and leverage their information assets to improve performance when migrating information.
In this webinar InfoStrata Solutions and Concept Searching will discuss strategies for analyzing your existing information, to categorize and prioritize your assets prior to migrating to SharePoint. We will explore how to leverage the Term Store in different ways to manage content, and how migration and storage costs can be reduced by de-duplicating, removing, or archiving obsolete content.
What you will take away from this session:
• Understand the migration process, to ensure important content is not lost
• Learn how Concept Searching’s Smart Content Framework™ can provide a new way to undertake bulk migrations
• Learn strengths and weaknesses of the information management capabilities of SharePoint 2010 and 2013
• Best practices on managing content with the Term Store
• The difference between a proprietary taxonomy solution and a fully integrated Term Store solution
• Intuitive and unique features in conceptTaxonomyManager that integrate with the SharePoint Term Store, leveraging metadata to drive business value
Speakers:
Mark Adams, Director at InfoStrata Solutions
Paul Billingham, Sales Director of Europe at Concept Searching
John Challis, Founder and CTO at Concept Searching
Anyone can tag a document, but that is the problem. People will tag with varying degrees of accuracy, or worse still, with no accuracy. If documents are tagged accurately, then controlling and managing unstructured documents correctly is made possible. This session will review the pitfalls of manual tagging, and demonstrate the current capabilities of automatic document classification. It will also explore how intelligent metadata solutions benefit business operations, by improving migration, records management, deduplication and search.
Still looking at SharePoint metadata management, auto-classification and taxonomy solutions? You should be. Manual tagging and the Term Store won’t solve your problems, which are only going to get worse.
We’ve taken our industry leading conceptClassifier for SharePoint and conceptClassifier for Office 365 products and made them into add-ins.
Take your pick – SharePoint solution or add-in solution. We offer both. This webinar explains why an add-in and conceptClassifier will deliver your strategy for the future.
Both solutions are available on-premises, online, or in a hybrid environment. We have it covered.
The Nuts and Bolts of Metadata Tagging and Taxonomies Made Easy WebinarConcept Searching, Inc
Taxonomies are often thought of as hard to use and needing specialized applications or IT skills. Not so with Concept Searching’s unique technologies.
Join Michael Paye, our CTO, to see how taxonomies, auto-classification, and multi-term metadata generation unburden the IT team, eliminate end user tagging, and empower business users.
Understand the return on investment from an effective infrastructure solution for search, security, compliance, eDiscovery, records management, knowledge management, collaboration, and migration activities.
• Learn how our solution can meet either one challenge or several, and see how it works with different applications
• Watch multi-term metadata being automatically generated
• See how easy it is to use unique taxonomy tools and interactive features, such as clue suggestion, instant feedback, and assigning weights to terms
• Discover the value of dynamic screen updating to immediately see the impact of taxonomy changes
• View how document movement feedback enables you to see the cause and effect of changes without re-indexing
conceptTermStoreManager – The Native SharePoint Utility to Manage Term Sets W...Concept Searching, Inc
conceptTermStoreManager is a new SharePoint on-premises and SharePoint Online utility that provides native integration with the SharePoint Term Store and the Managed Metadata Service application, where changes in the Term Store can easily be synchronized between SharePoint farms.
The solution was developed to overcome and solve the limitations of the SharePoint Term Store to effectively manage term sets across SharePoint farms and SharePoint Online. conceptTermStoreManager works with SharePoint 2013 and Office 365, and will be available in SharePoint 2016.
This webinar will be of value to any SharePoint organization that is starting to use or currently uses the Managed Metadata Service application, and would like to resolve issues that occur when trying to manage term sets across multiple farms and environments.
The webinar is focused on the technical aspects of the utility and will contain an in-depth demonstration, exploring what conceptTermStoreManager offers:
• Direct synchronization of term sets between two environments
• Synchronization between disconnected environments via an export/import process
• Synchronization from SharePoint 2013 to Office 365
• Backup and restore of term sets using XML files
• Support for Office 365 and SharePoint Online
• Support for all SharePoint 2013 Term Store facilities
• Preservation of term GUIDs when updating existing term sets
• Identical on-premises and Office 365 Term Stores for hybrid customers
• Advanced merge options
SharePoint Saturday London - The Nuts and Bolts of Metadata Tagging and Taxon...Concept Searching, Inc
Taxonomies are often thought of as hard to use and needing specialized applications or IT skills. Not so.
Explore how taxonomies, auto-classification, and multi-term metadata generation unburden the IT team, eliminate end user tagging, and empower business users.
Understand the Return on Investment from an effective infrastructure solution for search, security, compliance, eDiscovery, records management, knowledge management, collaboration, and migration activities.
• Watch multi-term metadata being automatically generated.
• Learn how easy it is to use taxonomy tools and interactive features, such as auto-clue suggestion, instant feedback, and assigning weights to terms.
• Discover the value of dynamic screen updating to immediately see the impact of taxonomy changes.
• View how document movement feedback enables you to see the cause and effect of changes without re-indexing.
Understand must-have functionality, to help you evaluate classification and taxonomy software.
Starting with the importance of multi-term metadata, learn about the pros and cons of differing technologies, which questions to ask vendors, and what suits your organization.
Go beyond the basics, to find out what it takes to manage a taxonomy and integrate it with the SharePoint Term Store.
Take away an understanding of:
• Metadata generation – why it is so important.
• Auto-classification – why you can’t live without it.
• Taxonomy approaches that are manageable – by the staff you already have.
Coexist or Integrate? Manage Unstructured Content from Diverse Repositories a...Concept Searching, Inc
Are you successfully managing your unstructured content? Have you quantified the risks and costs of not proactively managing your content? Did you know that you can dramatically improve search, eDiscovery, security, records management, migration, collaboration, text analytics, and business social applications, just by getting your unstructured content in order? Learn how to effectively clean up, optimize, and organize your file share content.
There are key solutions built on core technology platforms that will enable you to achieve these improvements. The conceptClassifier for SharePoint and conceptClassifier for Office 365 platforms automatically generate multi-term metadata that form concepts. Imagine it – eliminating end user tagging.
And the conceptClassifier for File Shares utility makes file shares discoverable, searchable, optimized, and organized. It automatically tags and classifies documents to a term set, for improving search and eDiscovery, and preparing content for migration.
Auto-classification and one natively integrated taxonomy/Term Store, available on-premises, in the cloud, or in a hybrid environment, provide the backdrop for a single enterprise search, regardless of where end users are located. Tackle information governance and standardize processes across the entire enterprise.The team from C/D/H provided the knowledge, planning, and optimization to intelligently migrate the manufacturer’s content from on-premises Search 2013 to the Office 365 Hybrid Search platform, using Concept Searching’s new utility, conceptClassifier for Hybrid Search.
The solution allows any of the 40,000 users to search 20 million documents from over 30 content sources, securely and within seconds. It leveraged the Microsoft Azure cloud platform, which reduced the required infrastructure tenfold, while improving performance and reducing complexity in the digital workplace.
Steve Mann will be joined by Steve Smith, Consultant from strategic partner C/D/H
Optimize and Organize Your Content with conceptClassifier for File Shares Concept Searching, Inc
This demo show how to effectively cleans up, optimize, and organize your file share content. The conceptClassifier for File Shares utility makes file shares discoverable, searchable, optimized and organized. It automatically tags and classifies documents to a term set for improving search and eDiscovery, and preparing content for migration.
The current Microsoft PowerBI governance enabling and recommendations. Including the changes following the November PowerBI release and PASS conference announcements.
Developing an Effective Search Strategy for Office 365 and Hybrid DeploymentsNetwoven Inc.
The key discussion is on how to maximize Microsoft Enterprise Search with Office 365 and SharePoint hybrid deployments. It covers topics in the architecture, design, deployment and testing of these type of solutions. Learn from our experiences on implementing best practices and avoid common mistakes.
Putting Content in Context: Getting Information into SharePoint for Content M...Kofax
SharePoint is more than just a repository of shared documents...it is a robust platform for information management. Kofax and Gimmal provide best practices for leveraging SharePoint to manage incoming information and turning documents into actionable, meaninful content.
Search for the enterprise seems to have hit a wall. Bad search is the top complaint of users interacting with their internal data. Meanwhile, there is a seemingly never-ending flood of products, SaaS offerings and new solutions in the market all claiming and attempting to solve the problem.
In this roundtable, we will define what expectations organizations should really have about their search platforms and discuss what benefits to expect from using techniques like boosting, auto-classification, natural language processing, query expansion, entity extraction and ontologies. We will also explore what will supersede search in the enterprise.
Why does your organization need IOA trained professionals? What are the AIIM IOA certificate courses like? These questions and more are answered in this one hour presentation.
This session introduces metadata and its full use in SharePoint, both on-premises and Online. It explores best practices on how meaningful metadata can save time and money, improve user experience, and determine the overall success of collaboration and document management.
Robert Piddocke – with over a decade of experience in SharePoint, passionate about information management, and the author of two books on SharePoint Search – discusses business values and considerations involved when determining how to govern information in SharePoint and SharePoint Online.
Learn how going meta helps transcend typical SharePoint information architecture, and understand how to realize the potential of intelligent content in context.
Speaker(s)
September 14, 2016 - Austin SharePoint User Group
What does governance mean in SharePoint? How do you get to good governance? Do you really need governance? What happens if you don’t have governance, or do it poorly?
Jim brings his experience building SharePoint governance in multiple organizations. The session covers governance basics to help get you going in the right direction.
(Unlike the "Group Therapy" session, this is a straight-up presentation, though the Q&A at the end can be used by the audience to ask their specific questions)
This slide deck is from the presentation On September 14, 2016 at the Austin O365 & SharePoint User Group
Microsoft is continually adding new features to Office 365, and it is sometimes easy to get lost in information. This is particularly true when you need to deploy new functionality in your own organization.
This session explores records management in Office 365 and SharePoint. What is useful, what could be improved, and what are the potential drawbacks? Understand the importance of metadata – in driving records, the synergy with classification labels in the Office 365 Security and Compliance Center, and how it is part of effective records management.
Still worried about classification errors made by your end users? See how we solved that problem years ago.
Speakers:
Michael Paye – Chief Technology Officer at Concept Searching
Robert Piddocke – Vice President of Channel and Business Development
84% of Migration Projects Fail – Getting it Right in SharePoint WebinarConcept Searching, Inc
Migration of unstructured content can be a laborious and time consuming project. Many documents can exist in multiple places at the same time, different revisions of the same document can exist, some documents should be deleted and others should be archived. Documents can reside on file shares, older versions of SharePoint, or other legacy content management systems.
There may be records that were never declared, as well as confidential or private information that will not be identified when migrated. The ability to mass move content is relatively straight forward. However, simply mass moving content will result in the same problem of mismanaged and unorganized content.
Learn how to avoid the typical pitfalls and get it right the first time.
In this webinar Portal Solutions and Concept Searching will address SharePoint migration issues, information architecture and best practices to ensure your migration doesn’t result in the typical project over-runs, post-upgrade production issues and unanticipated down time.
We will explore the strategies to design a taxonomy and metadata schema that will be the basis for information architecture in SharePoint, while understanding the functional planning of how users will interact with the various information elements within the SharePoint environment.
What you will learn about during this session:
• Best practices in defining a SharePoint information architecture
• Aligning the architecture with the business goals
• What is a metadata schema and why it's so important
• How to design a schema aligned to the business and its processes
• How conceptual metadata generation builds a consistent end user experience and decreases migration effort
• Differences between a proprietary taxonomy solution and a fully integrated SharePoint term store solution
• How to plan, architect and test your migration in an iterative fashion
• Maximize the return on investment from your migration budget
• Automatic migration of content driven by classification of metadata
70% of all security breaches are due to an organization’s own staff. Register for this webinar and find out how not to become a statistic. Security is increasingly becoming a significant challenge, regarding how ensuring unstructured and semi-structured content is protected, and also the security rights of the individuals within the organization that need to be given or denied rights to organizational assets.
This Concept Searching webinar will focus on all aspects of security in a SharePoint environment, using native SharePoint tools, conceptClassifier for SharePoint, or integrated with your security application. conceptClassifier for SharePoint and conceptClassifier for Office 365 deliver semantic metadata generation, auto-classification, and taxonomy tools integrated natively with the SharePoint Term Store.
How does it work with privacy and confidential content? The products identify unknown security or confidential exposures in real-time from diverse repositories. Identification of not only standard descriptors but also organizationally defined vocabulary can also be identified. Once identified they are routed to a repository and removed from unauthorized access and portability.
Using conceptTaxonomyWorkflow this webinar will discuss how to use intelligent metadata to drive document migration from file shares to SharePoint, or from SharePoint to SharePoint.
• Setting up the rules
• Automating the classification process
• Identification and tagging
• Metadata driven actions
• Moving content to an appropriate repository for storage and preservation
• Automatic intelligent content routing
Speaker: John Challis, Founder and CEO/CTO at Concept Searching
Organizations are beginning to recognize that search is not a stand-alone technology or application, but must be integrated with business processes and corporate objectives as a key infrastructure component.
Why? Providing enriched metadata to the search engine index significantly improves search applications, eDiscovery, FOIA requests, and collaboration.
In this webinar COMPU-DATA International and Concept Searching will demonstrate their combined offering that uses unique, language independent technology and integrated enterprise metadata repository management, to deliver intelligent metadata enabled search.
What you will learn about during this session:
• How our innovative technology delivers both high precision and high recall, using industry unique compound term processing
• How to accomplish federated search as content is created or ingested
• How to enable true concept based searching
• How to eliminate end user tagging
• How to integrate the combined solution with any search engine including SharePoint, the former FAST products, Google Search Appliance, IBM Vivisimo, and Solr
• How the combined solution can be extended to address records identification, protection of privacy information, migration, and text analytics with the same technology
• Benefit from industry-specific use cases:
• Developing a powerful search solution for the US Army, creating easy access to millions of records, with an integrated solution to consolidate many data sources, accessing high volumes of data
• Solving search, migration, records management, and data privacy challenges to manage the intranet for a global company which designs, manufactures, and distributes appliances to more than 70 countries
Successful artificial intelligence enables organizations to capture the thought process of top performers and deploy it as a virtual coach. Combining artificial intelligence with expert knowledge, metadata generation, auto-classification, and taxonomy management delivers great knowledge transfer.
In this webinar Discovery Machine and Concept Searching will demonstrate how their combined offering enables enterprises to establish an effective information framework by enhancing access to corporate knowledge sources with artificial intelligence.
Join us to find out more about how the solution can save your organization both time and money, while increasing accuracy and consistency of corporate knowledge access.
What you will learn about during this session:
• Capturing enterprise knowledge and deploying subject matter expertise as a virtual coach
• Effective content identification and classification, regardless of content location in the enterprise
• Eliminating the error and cost burdens of identification and management of records
• Documenting knowledge in the context of business process to create tangible knowledge assets
• Increasing the quality of information for decision making
• Automatic migration of content driven by classification of metadata
Speakers:
Todd Griffith, CTO and Co-Founder at Discovery Machine
Ken Lemons, Vice President Federal Programs at Concept Searching
John Challis, Founder and Chief Executive Officer at Concept Searching
Reduce Cost, Time, and Risk – eDiscovery and Records Management in SharePointConcept Searching, Inc
No organization wants to deal with litigation. eDiscovery is expensive, time consuming and risky. What are the costs? Add them up. Litigation support vendors $75K - $180K; document reviewers $80K to $180K; document review - one gigabyte takes 12.5 days; junk cull $75K to $180K; and the costs continue to mount. This webinar, sponsored by C/D/H and Concept Searching, addresses the common challenges, technology approaches, and a solution guaranteed to deliver results.
SharePoint has records management and the improved eDiscovery Center, but without a framework and specialized tools you are still facing an uphill battle. Join us for this informative webinar about effective records management and eDiscovery technologies that save you money and time, and reduce organizational risk.
What you will learn during this session:
• How to develop a strategy to incorporate eDiscovery and records management into an enterprise content lifecycle management approach.
• Common strategic errors made in eDiscovery and records management.
• How to rapidly find the relevant responsive documents.
• Why vocabulary normalization is key to finding all relevant documents, regardless of keywords.
• Best practices for management of records for disposition, preservation and legal hold.
• Issues and pitfalls of records management in SharePoint, common strategic errors, and how they apply to eDiscovery.
• Types of architecture and tools for powerful and flexible management of unstructured and semi-structured content.
• How auto-classification/text mining, workflow and integration with dynamic LOB data can help.
Speakers:
David Tappan, SharePoint Consultant at C/D/H
Don Miller, Vice President of Sales at Concept Searching
The art of information architecture in Office 365Simon Rawson
I gave this this presentation at the Collab365 Global Conference in September 2020. It covers the main elements you need to consider in developing an information architecture and management plan for Office 365
Presented at SharePoint TechFest 2015 in Dallas, Texas. This deck explains what ECM is and then dives deeper into the capture portion to better understand the process of gathering requirements from customers. This allows us to create a better ECM solution for them.
That latter portion of the deck also briefly goes into governance and enhanced ECM features expected out of SharePoint 2016.
You Spoke, We Listened – Achieving a New Level of Search Optimization with Go...Concept Searching, Inc
Join us to learn how the combination of Google Search Appliance and conceptClassifier improves search outcomes. Concept Searching’s industry recognized technology, still unique in the market, provides the Google Search Appliance index with automatically generated semantic metadata, based on our core compound term processing, that generates multi-term metadata that represents concepts.
If you are using Google Search Appliance or evaluating search options, this webinar will provide highly useful information to understand how conceptClassifier improves search results in any search environment.
How does conceptClassifier improve Google Search Appliance results?
• Eliminates end user tagging.
• Automatically generates keywords and phrases that represent a concept.
• Accepts queries in natural language, with the user typing words, phrases or whole sentences, and inter-relationships among content,
• Retrieves highly relevant content even if the results do not contain the search string,
• Improves dynamic navigation through the use of semantic metadata.
• Improves result biasing as the results will automatically include related keywords and concepts.
• Eliminates the development of collections as the taxonomy hierarchy can be used to guide users to specific content based on their role and function – this also applies to segmentation.
• Can load synonym lists, but are not needed as the taxonomy manager component will recognize synonyms as well as related concepts during auto-classification. The results can be easily and quickly modified by an administrator.
• Blacklist and stop words can also be managed in the taxonomy component, without creating and uploading files and eliminating human subjectivity.
• Taxonomies are easily tuned and managed by Subject Matter Experts, providing unique features not available in any other taxonomy product.
Why Metadata Matters in SharePoint Search and Information Governance WebinarConcept Searching, Inc
Explore innovative approaches to leverage your SharePoint investment and discover how other SharePoint organizations are solving the challenges of information governance in SharePoint and in Office 365.
Join Cem Aykan, Senior Product Manager Search at Microsoft and Don Miller, VP of Commercial Accounts at Concept Searching for this one hour webinar.
• Understand the direction of SharePoint Search and the impact and changing landscape of Microsoft’s focus on the cloud and Office 365
• Obtain a high level view of the importance of metadata in search, records management, data privacy, eDiscovery, litigation support, text analytics, and social content and collaboration
• Find out how you can eliminate manual tagging and develop an enterprise metadata repository to solve all your information governance challenges
• See the award winning conceptClassifier for SharePoint platform in action and how it addresses information governance – on-premise, in the cloud, and in hybrid environments
What You Need to Know Before Upgrading to SharePoint 2013Perficient, Inc.
Ready to join the SharePoint 2013 revolution but not sure what is involved? Are you in the middle of a migration that is behind schedule? This presentation walks you through general guidelines and common pitfalls to avoid so your transition to SharePoint 2013 will be successful.
Speaker Suzanne George discusses tips and tricks to ensure a successful SharePoint 2013 implementation and describe common mistakes that organizations make during the transition.
Whether you are in the middle of migrating to SharePoint 2013 or you are just thinking about implementation, this session will give you tools that will help you successfully deploy SharePoint within your organization.
Presenter Suzanne George, MCTS, is a Senior Technical Architect a Perficient. She has developed, administered, and architected website applications since 1995 and has worked with top 100 companies such as Netscape, AOL, Sun Microsystems, and Verio. Her experience includes custom applications and SharePoint integration with applications such as ESRI, Deltek Accounting Software, and SAP. Suzanne sits on the MSL IT Manager Advisory Council, was a contributing author for SharePoint 2010 Administrators and presents at SharePoint Saturdays around the country.
Intelligent Compliance to Optimize Energy Sector Enterprise Content Managemen...Concept Searching, Inc
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
We live in a world of silos - separate systems each with data essential to our daily work. No organization has all its important information in one place - 61% of knowledge workers regularly access 4 or more systems to get the information they need to do their jobs, and 15% need 11 or more systems. Integration to provide a unified view across these systems is very valuable, but it has been difficult to accomplish - even between different Microsoft products. This seminar will show you how to bridge across these silos using a search-based approach that is both quick and powerful.
This webinar will explain how to get the most out of conceptSearch, with its innovative technology delivering both high precision and high recall, by weighting compound terms, or multi-word phrases. This is particularly important for organizations that need sophisticated search and retrieval solutions.
• Compound term extraction
• Relevance rankings
• Automatically generated related topics
• Faceted navigation
• Drilling down through a combination of free text search and multiple taxonomy browse
ARMA Calgary Spring Seminar: The Nuts and Bolts of Metadata Tagging and Taxon...Concept Searching, Inc
Michael Pay, Concept Searching's Chief Technology Officer, will be speaking at the ARMA Calgary Spring Seminar on Tuesday April 25th, 2017 on:
The Nuts and Bolts of Metadata Tagging and Taxonomies Made Easy
Taxonomies are often thought of as hard to use and needing specialized applications or IT skills. Not so with Concept Searching’s unique technologies. Join Michael Paye, Concept Searching’s Chief Technology Officer, to see how taxonomies, auto-classification, and multi-term metadata generation unburden the IT team, eliminate end user tagging, and empower business users.
This session focuses on records management challenges in Office 365, Microsoft Exchange, and file shares, demonstrating:
• Automated multi-term metadata generation
• Unique taxonomy tools and interactive features, such as clue suggestion, instant feedback, and assigning weights to terms
• Flexible and simple reporting across the three repositories
• Automated records identification
• Tagging of content directly in Office 365 and on file shares
Similar to SharePoint Fest Chicago Presentation (20)
Discovery, risk, and insight mean something different to every organization, even at different locations within the same company.
Do you find answers by trial and error? Do you stumble across information, or find it when it is too late to make good use of it? In this session Concept Searching and technology partner, Netwrix, give a detailed view of risk mitigation for data security, compliance, and operational intelligence.
With the combination of the conceptClassifier platform and Netwrix Auditor, see firsthand the automatic generation and use of semantic metadata. The overview of this state-of-the-art solution shows how to proactively prepare to mitigate risk, regardless of where or why it occurs.
Speakers:
Robert Piddocke – Vice President of Channel and Business Development at Concept Searching
Ilia Sotnikov – Vice President of Product Management at Netwrix
Jeff Melnick – Manager of Sales Engineering at Netwrix
If end users in your organization are like most, they don’t use the delete key often enough. The result is an overwhelming amount of saved content.
Records are often not declared, sensitive or privacy information lacks control, and redundant, obsolete, and trivial (ROT) files slow down search. All this causes noncompliance, and makes migration more complicated than it should be.
In this session we discuss content optimization, what it does, and why it should be done on a quarterly basis. We share details on how to reduce the number of servers needed, and experience a speedy, problem-free migration through content optimization.
Speakers:
Michael Paye – Chief Technology Officer at Concept Searching
Steve Mann – Vice President of Sales at Concept Searching
Why You Need Intelligent Metadata and Auto-classification in Records ManagementConcept Searching, Inc
Auto-classification removes a burden from IT teams and end users. But what and where is the content being classified? Then what happens?
Auto-classification not only organizes your content but also provides an environment where information governance and compliance policies, and processes, can be implemented enterprise-wide. With automatic multi-term metadata generation and powerful taxonomy tools, the positive impact on your business is quickly realized.
As well as the visible impact of search improvement, the elimination of end user tagging reduces both productivity drain and tagging errors, to safeguard information that should be protected, such as confidential information or records.
Find out how to clean up, optimize, and organize your enterprise content, providing a framework for effective records management.
* Metadata generation – why it is so important
* Auto-classification – why you can’t live without it
* Taxonomy approaches that are manageable – by the staff you already have
Much has been written about the challenges and consequences of General Data Protection Regulation (GDPR), and noncompliance and significant fines need to be avoided.
In this session Concept Searching and integration partner, Britecloud, discuss not only the ramifications of GDPR but also how to address the compliance issues. They examine the tactical aspects of the solution, little-known stumbling blocks, and different tools that automate changes and provide an audit trail for compliance.
We don’t just talk about it. Our technologies have been addressing issues found within GDPR for many years. They can help you now.
Speakers:
John Challis – Chief Executive Officer at Concept Searching
Simon Wright – Chief Executive Officer at Britecloud
Back by popular demand, this webinar shows the features and functions that transform traditional taxonomy building into a high-value suite of interactive tools, to simplify content management and drive business processes.
The session shows the taxonomy building process with conceptTaxonomyManager, using automatically generated semantic metadata, and illustrating how easy it is to add taxonomy nodes manually. The product is designed for subject-matter experts, requires little training, and enables productivity from the day that auto-classification begins.
This webinar explores how easy and robust the unique taxonomy component is, and demonstrates automatic generation of metadata, auto-classification to a taxonomy, and how to manage metadata.
Speaker:
Michael Paye – Chief Technology Officer at Concept Searching
What You Don’t Know May Hurt You – Achieving Insight and Knowledge DiscoveryConcept Searching, Inc
Think you are too busy and solutions too expensive? Take another look at how text analytics and mining can boost your bottom line, through insight and knowledge discovery. The technique is simple and the results will probably surprise you.
Stay one step ahead of the competition and find out what’s really in your content. Guest speaker Russ Stalters, information management strategist and former BP executive, explores real-life knowledge discovery scenarios, and discusses the significant return on investment achieved.
This session provides an overview of text analytics and mining, and how the appropriate solution can be used to extract and refine the dataset, by business professionals with no expertise in programming languages or databases.
The ease of use makes this concept-based searching solution ideal for organizations with analysts and knowledge workers, who need to capture live information to address issues and develop opportunities, and are not technically oriented.
Speakers:
Russ Stalters – Information Management Strategist at Clear Path Solutions
Carla Mulley – Vice President of Marketing at Concept Searching
This session introduces metadata and its full use in SharePoint, both on-premises and Online. It explores best practices on how meaningful metadata can save time and money, improve user experience, and determine the overall success of collaboration and document management.
Robert Piddocke – with over a decade of experience in SharePoint, passionate about information management, and the author of two books on SharePoint Search – discusses business values and considerations involved when determining how to govern information in SharePoint and SharePoint Online.
Learn how going meta helps transcend typical metadata use, and understand how to realize the potential of intelligent content in context.
Security tools don’t help when they work after the fact. Proactive identification of standard descriptors and confidential information must occur as content is created or ingested. Tough job? No, not really, as this webinar explains.
It takes only one vulnerability to cause a breach. 68% of all data breaches are caused internally. And 49% of SharePoint organizations have experienced at least one breach. There can be significant repercussions from data that has been exposed, ranging from hefty fines to irreparable brand damage.
Identifying and protecting data before breaches occur is the only way you can be certain that your content is protected. Most organizations are unprepared for this type of attack. Make sure yours is not one of them by understanding the issues and how to address them
• The big picture of security challenges – what’s hot with cyber criminals, and what’s not
• Data breach targets, such as email, mobile, shadow IT, collaboration, and provisioning
• Security risks and how to resolve them
• Your security checklist
• Benefits of a proactive approach
• How not to get hacked
Speakers:
John Challis – Chief Executive Officer at Concept Searching
Carla Mulley – Vice President of Marketing at Concept Searching
SharePoint Saturday Toronto - Going Meta – How to Use Metadata in SharePoint ...Concept Searching, Inc
This session introduces metadata and its full use in SharePoint, both on-premises and Online. It explores best practices on how meaningful metadata can save time and money, improve user experience, and determine the overall success of collaboration and document management.
Robert Piddocke – with over a decade of experience in SharePoint, passionate about information management, and the author of two books on SharePoint Search – discusses business values and considerations involved when determining how to govern information in SharePoint and SharePoint Online.
Learn how going meta helps transcend typical metadata use, and understand how to realize the potential of intelligent content in context.
Did you know that most migration projects run over budget or, even worse, fail? This webinar discusses the potential problems and how to address them.
The ability to mass move content is relatively straight forward but, from an information governance view, simply moving documents from one repository is not enough. Content that was unmanaged will remain unmanaged, continuing to expose organizations to risk.
Understand the sophisticated techniques needed to ensure compliance and records management objectives are met, during the migration process:
• The difference between migration and intelligent migration, and why it matters
• How intelligent migration facilitates the entire migration process
• Why compliance and governance go hand in hand with intelligent migration
• What content optimization is, and why is it a critical component of intelligent migration
• Why intelligent migration dramatically improves search
Speakers:
Michael Paye – Chief Technology Officer at Concept Searching
Robert Piddocke – Vice President of Channel and Business Development
This insightful webinar discusses the pros and cons of Enterprise Content Management (ECM) and Content Lifecycle Management (CLM).
We explore the content management revolution and why using metadata as the core infrastructure will accomplish effective CLM and overcome the current boundaries of ECM operation.
Much ado about nothing? There is a difference between these solutions, and your organization should be ready to leverage your technology investment.
What you will take away:
• The difference between ECM and CLM, and why it matters • How does CLM address compliance, governance, and records management?
• How and why you should set up CLM as an infrastructure framework • How to remove end users from the process of content management, to eliminate errors and rework • What does the digital workplace have to do with anything?
• Why an open connector framework is no longer a nice-to-have, but a must-have
In our SharePoint and Office 365 State of the Market survey results, collaboration was seen as a must-have for organizations of all sizes.
Opening the floodgates to information sharing may have unintended consequences. This webinar examines secure collaboration, and discusses ways to overcome potential security breaches.
The session provides information about the tools needed to create a plan for successful collaboration:
• How to move beyond standard descriptors and identify confidential phrases and keywords from within content
• Easily set up workflows, to detect data breaches before they occur
• Deliver intelligent content in context, to control and authorize access within documents
• How to ensure compliance and governance
Speakers:
Michael Paye – Chief Technology Officer at Concept Searching
Carla Mulley – Vice President of Marketing at Concept Searching
SharePoint and Office 365 State of the Market Survey Results WebinarConcept Searching, Inc
This engaging and thought-provoking bird’s-eye view of projects your SharePoint and Office 365 colleagues are working on, their priorities and future initiatives, and what’s been put on the back burner.
What did the survey respondents tell us?
• Hybrid search is perceived as a nice-to-have feature, but not something organizations will be using to address their priority of improving search.
• Collaboration is this year’s must-have, while text analytics and social business applications are at the bottom of the priority list.
• Enterprise search and content lifecycle management have become high priorities, yet 91% of organizations still perform manual tagging.
• Critical business applications, such as records management, enterprise metadata management, eDiscovery, and security, are most often managed on-premises.
• Security is still the primary concern, but its importance has decreased from 59% last year to 40% this year.
The value of metadata still falls under the radar, business professionals ask ‘what’s in it for me?’ and IT professionals realize that, for the most part, manually created metadata is meaningless. The answer is to automatically generate metadata. This session will examine how automating tagging with end user involvement is ineffective, and capturing existing metadata is useful, but nuances, relationships, and concepts are lost, unless terms are manually added, which are highly subjective.
The somewhat elusive, missing component is how to automatically generate metadata capable of identifying concepts within content, in the context in which the content was written, without end user participation. This opens the door to reuse the metadata to drive other processes. Discover why having the right metadata is key when analyzing documents, not only generating appropriate metadata automatically but also generating metadata that contains concepts within the context of the environment. Before pushing that metadata to SharePoint or preparing documents for migration.
You will learn:
* How you can automatically get metadata into the Microsoft search index.
* How to can optimize your content migration by classifying documents.
* Understand how content can be processed, regardless of location – online or on-premises.
* How metadata can be surfaced in the search refinement panel.
Exploring Automatic Metadata Generation Based on SharePoint Term SetsConcept Searching, Inc
Many software products perform metadata capture and auto-classification, but SharePoint on-premises and SharePoint Online do not. Surveys indicate that the use of term sets is growing. Ideally, auto-classification of content to a taxonomy or to the SharePoint Term Store should be automatic and synchronized in real time.
This approach enables modification and fine tuning of data in a robust, secure, enterprise solution, which automatically populates term sets and eliminates the significant amount of development time typically needed. This session will discuss the different approaches to metadata generation – such as statistical, linguistic, and machine learning. And it will explore how automatically generating metadata adds value to all your SharePoint content, and automatically populates managed metadata properties.
You will learn:
* The benefits of metadata based on SharePoint term set structures.
* How you can manage term set GUIDs between farms.
* The relationship between managed metadata properties in SharePoint and document properties in Office documents.
* How to improve findability, regardless of which version of SharePoint you are using.
* What considerations you should give to scalability.
How To Implement Engineering Search Within Your Organization WebinarConcept Searching, Inc
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?
Concept Searching, C/D/H, and Microsoft have partnered to bring you a global, cross-industry engineering search solution to deliver an unprecedented, unified view of all content, which your organization can rely on to grow and thrive.
Most organizations typically take twelve months or more to implement. We typically implement in two months – from scratch and hyper-agile.
This short How To webinar demonstrates our global cross-industry engineering search solution which delivers an unprecedented and unified view of all content within your organization.
• 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 – Concepts, compound terms, ranges, and normalized 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
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
1. SharePoint and Office 365
Information Governance and Compliance
Challenges
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch
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
4. Types of Classification Metadata
Intrinsic – information that can be extracted
directly from an object (file name, size)
Administrative/Management – information
used to manage the document (author, date
created, date to be reviewed)
Descriptive – information that describes the
object (title, subject, audience)
Semantic – ability to extract concepts from
within content and generate the metadata
(intelligent metadata)
5. Why do you care?
• Without effective governance, most technology focused metadata
projects will fail (Forrester Research)
• Less than 50% of content is correctly indexed, meta tagged, or
efficiently searchable
• Unstructured data and metadata are increasing at an average
annual growth rate of 62%
• Corporations will be responsible for the security, privacy, reliability,
and compliance of 85% of that information
(IDC 2010 Digital Universe Study)
• 67% of data loss in records management is due to end user error
(Prism International)
• 70% of data breaches are due to end user error (Ponemon Institute)
6. 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
7. 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?
8. • 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
9. OK, we have our metadata,
what’s next?
Auto-classification
10. • Supervised – some external mechanism, such as
human feedback, provides information on the correct
classification
• Unsupervised – also known as document clustering,
where the classification has no reference to external
information
• Semi-supervised – where parts of the documents
are labeled by an external mechanism and some by
human intervention
Automatic Document Classification
+
12. Auto-classification Systems – What do they do?
Document
Preparation
• Split into language
blocks (paragraphs,
headings),
formatting, layout
Parsing
• Entity extraction
• NLP: parts of speech,
phrases
• Terms, variants
Weighting
• Frequency
• Location in text,
phrase
• Proximity
• Combination
• Format of text
Classification
• If threshold reached
• Can influence search
results
This is where rules
vs statistics come
into play…Not all classification solutions are created equal!
14. Types of Taxonomies
List, Picklist, Controlled Vocabulary, Authority Files –
list of lead or preferred terms, selected by the end user,
may or may not have relationships among the terms, can
include a synonym ring
Synonym Lists - the use of synonyms allows one concept
to be instantiated as the same as the other, but still allows a
term to be preferred over another
Hierarchical – each content item resides in only one
category, referred to as a ‘tree’
• Piano
• Musical Instrument
15. Types of Taxonomies
Polyhierachical, Faceted, Thesauri – content
items can exist in more than one category, more
structured controlled vocabulary, provides
information about each term and its relationship to
other terms, features of a hierarchical taxonomy plus
associative relationships
• Piano
• Musical Instrument
• Stringed Instrument
• Percussion Instrument
Ontology – multiple taxonomies with additional
relationships added to specify concepts within
a domain
Sources: Marlene Rockmore – The Taxonomy Blog, and Heather Hedden, author of ‘The Accidental Taxonomist’
16. Let’s talk about SharePoint,
Office 365, OneDrive, Delve
and Information Governance
17. Why Information Governance in SharePoint and/or 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
The goal of information governance is to
optimize the value of information, while
simultaneously minimizing the
associated risks and costs
18. What is the challenge with SharePoint?
• Search: SharePoint 2013 search is much improved in regards to features, but the
same old problem of user tagging compromises the quality and relevancy of
search results, 85% of relevant documents are never retrieved in search (IDC)
• Security at the content level: 83% of data harm/damage is due to user mistakes
and accidents and only 1% malicious internal user behavior
• The probability of a material data breach in an organization with 10,000
records is 22%
• Average cost to the organization is $3.3 million (Ponemon Institute)
• Records Management: 88% of organizations are challenged by regulatory
change (Robert Half International), less than 50% of content is correctly indexed,
meta tagged, or efficiently searchable (IDC), average cost of manually tagging
one record is $4-$7
• Migration: mass moves impact search, eDiscovery, content management,
• Duplicates, content that should be archived, and just plain garbage are never
addressed, can be a storage issue
19. What is the challenge with Office 365?
See Previous Slide
• And…
• How do you manage security?
• What is required for applications? Multi-factor
authentication, encryption, ‘enterprise ready’?
• The average organization loads 85.6GB of high risk
applications to the cloud (Skyhigh Networks)
• How do you replicate your business processes in
Office 365?
• How do you integrate with SharePoint applications that
are not cloud ready?
• How do you manage all content and keep it in synch?
• How do you determine what content goes where?
• How do you audit for compliance?
• How do you identify and manage risk?
20. Office 365 Technology Challenges
• Office 365 limits the type of solutions
that can be installed
• No full trust solutions, sandbox only
• Reduced SharePoint and Web APIs
21. Auto-Classification Challenges in Office 365
• The restrictions in Office 365 pose specific challenges to an
auto-classification application
• 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
22. What is the challenge with OneDrive?
What are your users doing, despite availability of enterprise tools?
• 89% of 5,187 full-time employees use consumer file sync and storage tools at work,
despite the security risks, 25% use three or more consumer/commercial products to
get work done
• 44% rely on email and memory sticks (Ovum)
• Your content is only as safe as your least common denominator user
• Do you know what is being saved to OneDrive?
• What is your tolerance for risk or loss of confidential information?
• In a BYOD world do you know what OneDrive is being synched to?
• How do you handle a lost device that is synched to OneDrive?
• Several organizations are turning off OneDrive for Business because there is no way to
guarantee what is being posted there is compliant with governance, enterprise policies,
and directives
• Users may be unaware their My Documents are
being auto synched to OneDrive
• Is this the right approach?
So, what’s in your OneDrive?
23. What is the Risk with SharePoint, Office 365, and OneDrive?
• Loss of confidential information
• Proposals
• Pricing information
• Financial forecasts
• Negative reports
• Security information and protocols
• Trade secrets
• Legal liability
• PII/PIA/HIPAA
• Customer/Confidential information
• Corporate Reputation
• Can you survive a loss of consumer faith? Can your boss?
24. Isn’t OOTB good enough?
• Short answer, No
• You don’t know what is being synched or loaded to OneDrive, in fact,
your users may not realize what is being synched, so when they save
that super secret quarterly earnings report to their My Documents…
• Little integration between on-premise and hybrid environments
• Cloud is still risky business, unless managed in accordance with
enterprise policy
• Lack of controls to prevent use and access to ‘non-approved’ cloud
services and applications
• MSFT has a solution that will notify you that something is amiss, but…
• That might work if you only have 20, 30, maybe 100 personnel and
OneDrives but can you realistically monitor 90,000 or more in that
fashion?
• The solution must include additional automation and options such as DRM
The solution must intercept content before it is available in OneDrive
25. What about Microsoft’s Recent DLP Announcement?
• Only addresses the cloud
• Not hybrid
• Not on-premise
• The average number of cloud services used by an enterprise came in at
738, 10 times more than what IT typically expects from its employees,
…and you are going to hire how many more people?
• Does not really do much more than a well crafted search query
• Do you have the time to go look at 90,000 OneDrives and ensure Office
365 is not the repository for confidential information? …and you are
going to hire how many more people?
• Does not stop unauthorized cloud services from being placed in Office 365
or content in OneDrive which means it is available until an admin goes in
and identifies and removes it, that might be hours, days, or never
• So, if you were a large pharma company and FDA wrote a nasty report
on your new miracle drug, that report might be in the wild for hours,
days or even a week before it is secured. Is that a risk you can live
with?
26. What about Microsoft’s Delve?
• We all know what Delve is – right?
• Search and discovery tool that
automatically delivers the most
interesting, most useful and most
relevant information from across all of
Office 365 using machine learning and
artificial intelligence
• Delve will ‘guess’ what you are looking
for based on your activities
• Office Graph is the search engine
technology using artificial intelligence,
based on Yammer’s Enterprise Graph
technology, developed by the previous
FAST group located in Oslo
• Currently supports Exchange, Yammer,
OneDrive for Business, SharePoint
Online
27. To use or not?
• Only addresses the cloud
• Not hybrid - Not on premise
• Works best across distributed teams and
workgroups
• Personal tool, dependent on end user adoption
• Enforcement issues
• Caveat: If you don't allow access to the Office
Graph, you also disable solutions that are built on
top of it, such as Delve, and you remove Delve
from the Office 365 global navigation
• Does this replace Office 365 search?
• No, augments it
• Is SharePoint Integration planned?
• No
• Security concerns
• Whistle blower protection
• Personal security violations
• Accuracy? Artificial Intelligence is great but…
28. Augment the tools Microsoft gives you… Why?
• An added value third party application able to generate and use intelligent
metadata can deliver an organization significant benefits in terms of
productivity, governance and compliance, across SharePoint, Office 365, and
OneDrive
• What makes this different?
• Intelligence to identify and trap content as its migrated from file shares
during the onboarding process
• Automation to move the content to a secure location for evaluation
• The option to invoke and kick off Information Rights Management
• The option and ability to expand this to include Documents of Record
• Aligns with Governance policies across the organization, file shares,
SharePoint on-premise and SharePoint Online
Most important, intercept and secure the content before it becomes
available in OneDrive, and identify unauthorized cloud services or
application that has been loaded into Office 365
29. What can an Enterprise Metadata Enabled Approach Achieve?
• Immediate
• Supports and facilitates development of your enterprise
metadata and content management strategy
• Improves search and findability
• Intelligent content migration into O365/One Drive
• Auto-classifies all content, regardless of whether IT is
aware of its existence
• Elimination of end user tagging
• Elimination of silos of information
• Ongoing
• Supports your records management requirements
without a hybrid farm, automatic in-place record
declaration
• Protects your confidential assets, in real-time, removes
from search, disables download
• Standardizes business processes across all
environments
• Enterprise policy and governance enforcement, across
on-premise and the cloud
What can you solve?
Search
Records management
Data privacy
Migration
Security
eDiscovery
Content management
Collaboration
Business social networking
Text analytics
31. A Few Questions to Ask to Get You Started
• How often should a drive or repository be indexed for
new content?
• Does the system need to perform in real-time?
• Should old content be re-classified to determine if it
should be classified according to a different
category?
• How are classification errors solved?
• Should the user have the ability to override the
classification assignment?
• How long should deployment and ongoing
management take?
• How much end user involvement can be eliminated?
• How does the system handle vocabulary and/or
language ambiguities?
33. 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 $80,000 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
34. Real World Savings
Pique Solutions
• The Business Solutions
• Search
• Records Management
• Migration
• Data Security
• eDiscovery/Litigation Support,
FOIA
• Information Governance
• Text Analytics
• Social Tagging
• Collaboration
• Content Management
• Metadata Management
36. 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
37. 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)
38. 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
• Aggregate content from internal and external sources
Solution:
• conceptClassifier for SharePoint platform
• SharePoint 2010
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
Case Study – Intelligent Search
39. 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
$225 thousand 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
40. 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:
• Data Privacy
• Intelligent Migration
• Before and after
• Records Management
• Pilot project: 72,000 Site Collections, 5,300 retention codes,
classify 200,000 documents per hour with minimum resources
Solution:
• conceptClassifier for SharePoint platform
Benefits:
• Automatic tagging based on organizational vocabulary and descriptors
• Automatic routing and the ability to change the SharePoint content type
• Eliminated manual tagging, removes from unauthorized access and
portability
• 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
Case Study - Search, Data Privacy, Records Management,
Migration
41. ‘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)
42. Situation:
• Multiple Clients
Challenge:
• Simply moving content to new location did not
provide any benefits
• Human error and time was too costly
• Quantity of content too great
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
Case Study – Intelligent Migration
Automotive Parts Company
The goal was to improve search for
147,000 business users but needed to
migrate literally millions of documents.
conceptClassifier for SharePoint was
used 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 66,000 duplicates out of a
total of 270,000 documents,
representing a 24% reduction in disk
space.
44. Office 365 Case Study
Situation:
• Global services firm
• SharePoint environment
• Over 170,000 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
• conceptClassifier for OneDrive for Business
• conceptTaxonomyWorkflow
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
46. Freebie
If you would like to see a
demonstration or ask any further
technical questions, please come
by Booth 18 for
a chance to win Bose headphones!
47. Thank You
Don Miller
Vice President of Sales
Concept Searching
donm@conceptsearching.com
Twitter @conceptsearch