Viren Patel discusses PwC's enterprise search strategy and capabilities. The Chief Data Office's goals are to leverage data as a strategic asset by reducing unnecessary data, indexing valuable data, creating master data sources of truth, and exposing data to enable broader access. PwC's enterprise search engine Fathom provides value by allowing knowledge workers to easily find information, discover existing documents to reuse, and free up time with clients. Fathom uses analytics, machine learning and AI to power search and provide answers to questions. Governance focuses on metrics, processes, training and marketing to drive awareness and benefits of enterprise search. Demos of Fathom search, a chatbot and reading comprehension model are provided.

1. Strategic Value from
Enterprise Search and Insights
Viren Patel
Director – Chief Data Office, PwC
viren.Jitendra.patel@pwc.com

2. Agenda
• Chief Data Office Strategy
• Enterprise Search Enhanced Value
• Roadmap
• Governance Focus Areas
• Fathom PwC’s Enterprise Search Engine
• Search as a Service
• Analytical Search
• Demos: Search, Chatbot
Reading Comprehension Model

3. Chief Data Office Strategy
• Leverage data as a strategic business asset
• The office of the Chief Data Officer has organized its charter around 4 key tenets:
Reduceunnecessary data assets; consolidate and migrate to
lower cost infrastructure
We have too much daa
Index our most valuable data assets (people data, client data,
etc.)
We don’t know where all our data is
Masterdata that matters; create systems of record that will be
single sources of truth
Data quality issues are rampant
Exposedata; enable wider access and broader self-service
People can’t get the data that they need

4. PwC
Fathom Enterprise Search provides enhanced value allowing
knowledge workers to find information
Fathom
Intelligence
AI and Machine learning to answer
questions and provide relevant
information
Information Discovery
Save time creating engagement and
pursuit documents by avoiding to
“reinventing the wheel”
More Time with Clients
Unified cross-platform search delivers
smart results, by reducing search time by
at a minimum of 15 minutes/week
Relationships
Enable client pursuits through
firm connectivity by identifying
internal experts and information
Reduce Costs
Self-service access to IT, HR, and
Finance information reduces support
hours
5

5. PwC
Enterprise Search Roadmap
• Data
• Search Relevancy
• Technology
• Intelligence
Prioritize and add new data sources:
Document repositories, Knowledge/Collaboration Sites,
Employee Directory, Share File Sites
Improve data quality:
Work with source owners to promote best practices
for data standards that are required for indexing.
Search as a Service (SaaS) -
Allowing other groups to utilize the
technology platform
Improve results relevancy:
- Update biasing policies and scoring model
- Learn to Rank
- Machine Learning Personalized results:
Tailor results automatically based on
the user’s profile
Chatbot capability:
- Enterprise-wide search bot
Advanced query capabilities:
Expand NLP to understand complicated
user searches and provide answers to
questions
Mobile Enterprise Search App
Ability to search on Phones and Tablets
6

6. PwC
Governance Focus Areas
ROI & Metrics Processes & Procedures Marketing & Training
Collect and assess user data
and metrics
Metrics Examples:
Query Volume, # of Users, Volume
of Data, # of Indexes, Queries per
User, User Feedback, Speed of
results, Reduced Clicks to find
information, Time spent before
clicking a document, Zero result
queries, Estimated time saved by
employee
Apply feedback from end users
and stakeholders
Create enhancements based on
user testing results
Develop business processes,
procedures and standards
documentation
Documentation to incorporate best
practices, including consideration of
risk factors
Topics include, but are not limited to:
● End to End Business Process
● Data Source - ETL/API
● Technology - Architecture
● Indexing best practices
● Search as a Service (SaaS)
Execute programs/initiatives
required to further drive awareness
of Enterprise Search:
● New hire onboarding
● Company Communications
● Learning modules
● Refresh help materials to reflect
enhancements
● Marketing Materials
Gather success stories on the benefits
achieved from Search
7

7. PwC
We assembled the building blocks
11
Fathom PwC’s Enterprise Search Engine

8. Search as a Service
• Web Portal sites in PwC are using the Fathom search bar
and site specific indexed collections to drive search
• Line of service specific sites are utilizing Fathom data
collections to enhance existing search capabilities with
insights created by Fathom
• API access provided to groups needing Fathom data to
drive applications such as our cognitive assistant project
• Fathom has created new data assets for the firm to
access for analytics

9. Analytical Search
• Ability to provide insights and answers from information utilizing AI, NLP, ML,
Computation, and BI capabilities.
• 3rd Party Data Example
Q: “What was the price of Aluminum in December of 2000”
A: $1,565.41, Source: World Bank - Commodity Price data
• Client Data Example
Q: “Top 10 Revenue Journal Entries for client X in Q2 2018”
A: Journal entry details from a client’s data set
• Unstructured Data Example
Q: “What is the data de-identification policy”
A: De-identification is required when using Client Data for Secondary Uses… Source from
Client Data Use Policy, https://pwc.com/client-data-use-policy

10. Demos!
• Fathom Search
• Chatbot
• Reading Comprehension Model

11. Thank you!
Viren Patel
viren.Jitendra.patel@pwc.com
Director – Chief Data Office, PwC
LinkedIn - www.linkedin.com/in/viren-patel-search-expert