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SharePoint metadata, problem solved.
David J. Rosenthal
CEO, Atidan
September 15, 2015
SharePoint is most effective when metadata is applied to
your content, dramatically improving search, governance and
navigation. The challenge has always been how to create and
maintain consistent, accurate metadata without placing a large
burden on business users or your IT department.
TermSet is a revolutionary product that uses Machine Learning
and Natural Language Processing to enrich SharePoint taxonomies
and content by automating accurate consistent metadata.
SharePoint Information architecture projects that would
traditionally take 12 to 18 months can now be delivered in days.
• Dramatically reduces the cost and time in creating and
maintaining SharePoint information architecture. TermSet
automatically extracts key terms that are currently hidden in
Office documents, PDFs and numerous other file types.
Discover
• Enable users to find relevant information easier and faster.
Release the burden on the IT department and put them back in
control of search, governance and navigation. TermSet creates
accurate and consistent taxonomies and metadata.
Enrich
• By unlocking 80% of the information that competitors ignore,
TermSet will give the business the competitive edge. TermSet
delivers rich, interactive dashboards that will provide new
insights into critical information.
Analyze
TermSet Features
Natural Language Processing
Hundreds of entities automatically discovered and tagged. Avoids the time and cost of
manually creating your information architecture. Full support for all versions of Microsoft
Office documents, PDF, MSG and SharePoint lists and library content (including
attachments).
Sentiment and language Analysis
Detailed and accurate scoring of the positive and negative sentiments for SharePoint
content. Understand your customers better to gain a competitive edge.
Summarisation
Concise summaries created for documents. Increase productivity by giving an instant
overview of the information contained within large documents.
Taxonomy Management
Creates and maintains SharePoint taxonomies unique to your content and utilises existing
taxonomies for tagging. Ensures accurate & consistent metadata across your organisation.
Full support for synonyms and multi-lingual taxonomies.
TermSet Features - 2
Pattern Matching
Advanced methods for recognising reference numbers and any other
patterns. Saves time and reduces errors and removes the need for manual
tagging of content.
Language Support
We can apply metadata in English, German, French, Spanish, Swedish,
Russian, Italian and Portuguese. Able to recognise over 100 languages.
Reduce time and cost for multi-lingual IT consultancy.
Context Sensitive Tagging
No requirement for rules based tagging as the product can assess the correct
context of words and apply accurate and consistent metadata. Reduces the
risk of incorrect classification and the burden of managing large rule sets.
Benefits for the IT User
Reduce the cost of external resources by
automating the information architecture
building taxonomies and applying
metadata. Stay in control of the
governance, navigation and searching of
information, as accurate and consistent
metadata is applied to content.
Relieve stress of the IT department by
enabling business users to find relevant
information easier and faster.
Relief stress by ensuring all the
information you upload is compliant and
structured which will help you and your
colleagues locate it again in the future.
Generate reports that will provide new
insights into the information, trends and
relationships within your business.
Benefits for the Business User
Save time by quickly searching and
finding all of your information in one
place.
Relief stress by ensuring all the
information you upload is compliant and
structured which will help you and your
colleagues locate it again in the future.
Generate reports that will provide new
insights into the information, trends and
relationships within your business.
Before TermSet
After TermSet
Return on Investment calculator
A tool in place that helps customers calculate the Return on Investment. Take the number of documents
and number of people/agreed day rate, input the information, a report is generated that shows the time
and cost the manual approach takes compared to the high percentage savings TermSet will offer.
Example
Atidan TermSet Proof-of-Concept
1) Demonstration and Product Briefing
2) Set up, installation, term store data hosting
3) POC Review, Discussion and Results Briefing
4) Trial lasts seven days
5) Cost: $1,000 USD*
*Full credit given towards future purchase made within 90 days
Atidan TermSet Offerings
Standard Enterprise Platinum Enterprise
TermSet Annual License Up to 200,000 documents
processed per year
Up to 2,000,000 documents
processed per year
Unlimited documents processed
per year
Installation, Set Up,
Configuration, Admin & Training
Install and configure TermSet,
admin accounts; user training,
solution documentation, content
discovery and enrichment
Install and configure TermSet,
admin accounts; user training,
solution documentation, content
discovery and enrichment
Install and configure TermSet,
admin accounts; user training,
solution documentation, content
discovery and enrichment
1. Term Store Configuration
2. Create Site Columns
3. Add Site Columns in libraries
4. Apply Metadata tags
5. Create Custom Patterns
1. Up to 100 Terms
2. Up to 50
3. Up to 20
4. Up to 20 Libraries
5. Up to 5 regular expressions
1. Up to 200 Terms
2. Up to 100
3. Up to 35
4. Up to 35 Libraries
5. Up to 10 regular expressions
1. Up to 500 Terms
2. Up to 200
3. Up to 70
4. Up to 70 Libraries
5. Up to 20 regular expressions
Azure Cloud TermSet Hosting Dedicated Azure Storage Dedicated Azure Storage Dedicated Azure Storage
Customizations for SharePoint
Portal
Not included / Optional • Configure customized Search
and Refinement panel with
alphabetical filter on search
page
• Modify Global Search Display
template
• Configure customized Search
and Refinement panel with
alphabetical filter on search
page(s)
• Modify Global Search display
template(s) (Custom)
Dedicated Atidan support,
optimizations, & enhancements
with monthly review and
updates; annual services quoted
1. Up to 600 new metadata Terms
2. Up to 60 Site Columns created
3. Up to 120 Site Columns added to
libraries
4. Apply tags for newly uploaded
documents (max 200,000)
5. Up to 30 new and changed patterns
1. Up to 1,200 new metadata Terms
2. Up to 120 Site Columns created
3. Up to 240 Site Columns added to
libraries
4. Apply tags for newly uploaded
documents (max 500,000)
5. Up to 60 new and changed patterns
1. Up to 2,500 new metadata Terms
2. Up to 250 Site Columns created
3. Up to 500 Site Columns added to
libraries
4. Apply tags for newly uploaded
documents (max 2,000,000)
5. Up to 200 new and changed patterns
Cost Annual Fee and Startup: $ 21,750
Implementation: $6,000
Monthly: $2,250
Annual Fee and Startup: $36,750
Implementation: $12,000
Monthly: $5,250
Annual Fee and Startup: $99,000
Implementation: $30,000
Monthly: $12,000
Notes Annual Agreement, unlimited users,
per SharePoint farm
Annual Agreement, unlimited users,
per SharePoint farm
Requires THREE year agreement
term, Annual Agreement, unlimited
users, per SharePoint farm
Contact us at termset@atidan.com
1-215-825-5045 x5001
Documents enriched with metadata including automated summaries and sentiment analysis.
Domain specific metadata added to the library automatically

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Automate SharePoint metadata with machine learning

  • 1. SharePoint metadata, problem solved. David J. Rosenthal CEO, Atidan September 15, 2015
  • 2. SharePoint is most effective when metadata is applied to your content, dramatically improving search, governance and navigation. The challenge has always been how to create and maintain consistent, accurate metadata without placing a large burden on business users or your IT department. TermSet is a revolutionary product that uses Machine Learning and Natural Language Processing to enrich SharePoint taxonomies and content by automating accurate consistent metadata. SharePoint Information architecture projects that would traditionally take 12 to 18 months can now be delivered in days.
  • 3. • Dramatically reduces the cost and time in creating and maintaining SharePoint information architecture. TermSet automatically extracts key terms that are currently hidden in Office documents, PDFs and numerous other file types. Discover • Enable users to find relevant information easier and faster. Release the burden on the IT department and put them back in control of search, governance and navigation. TermSet creates accurate and consistent taxonomies and metadata. Enrich • By unlocking 80% of the information that competitors ignore, TermSet will give the business the competitive edge. TermSet delivers rich, interactive dashboards that will provide new insights into critical information. Analyze
  • 4. TermSet Features Natural Language Processing Hundreds of entities automatically discovered and tagged. Avoids the time and cost of manually creating your information architecture. Full support for all versions of Microsoft Office documents, PDF, MSG and SharePoint lists and library content (including attachments). Sentiment and language Analysis Detailed and accurate scoring of the positive and negative sentiments for SharePoint content. Understand your customers better to gain a competitive edge. Summarisation Concise summaries created for documents. Increase productivity by giving an instant overview of the information contained within large documents. Taxonomy Management Creates and maintains SharePoint taxonomies unique to your content and utilises existing taxonomies for tagging. Ensures accurate & consistent metadata across your organisation. Full support for synonyms and multi-lingual taxonomies.
  • 5. TermSet Features - 2 Pattern Matching Advanced methods for recognising reference numbers and any other patterns. Saves time and reduces errors and removes the need for manual tagging of content. Language Support We can apply metadata in English, German, French, Spanish, Swedish, Russian, Italian and Portuguese. Able to recognise over 100 languages. Reduce time and cost for multi-lingual IT consultancy. Context Sensitive Tagging No requirement for rules based tagging as the product can assess the correct context of words and apply accurate and consistent metadata. Reduces the risk of incorrect classification and the burden of managing large rule sets.
  • 6. Benefits for the IT User Reduce the cost of external resources by automating the information architecture building taxonomies and applying metadata. Stay in control of the governance, navigation and searching of information, as accurate and consistent metadata is applied to content. Relieve stress of the IT department by enabling business users to find relevant information easier and faster. Relief stress by ensuring all the information you upload is compliant and structured which will help you and your colleagues locate it again in the future. Generate reports that will provide new insights into the information, trends and relationships within your business. Benefits for the Business User Save time by quickly searching and finding all of your information in one place. Relief stress by ensuring all the information you upload is compliant and structured which will help you and your colleagues locate it again in the future. Generate reports that will provide new insights into the information, trends and relationships within your business.
  • 9. Return on Investment calculator A tool in place that helps customers calculate the Return on Investment. Take the number of documents and number of people/agreed day rate, input the information, a report is generated that shows the time and cost the manual approach takes compared to the high percentage savings TermSet will offer. Example
  • 10. Atidan TermSet Proof-of-Concept 1) Demonstration and Product Briefing 2) Set up, installation, term store data hosting 3) POC Review, Discussion and Results Briefing 4) Trial lasts seven days 5) Cost: $1,000 USD* *Full credit given towards future purchase made within 90 days
  • 11. Atidan TermSet Offerings Standard Enterprise Platinum Enterprise TermSet Annual License Up to 200,000 documents processed per year Up to 2,000,000 documents processed per year Unlimited documents processed per year Installation, Set Up, Configuration, Admin & Training Install and configure TermSet, admin accounts; user training, solution documentation, content discovery and enrichment Install and configure TermSet, admin accounts; user training, solution documentation, content discovery and enrichment Install and configure TermSet, admin accounts; user training, solution documentation, content discovery and enrichment 1. Term Store Configuration 2. Create Site Columns 3. Add Site Columns in libraries 4. Apply Metadata tags 5. Create Custom Patterns 1. Up to 100 Terms 2. Up to 50 3. Up to 20 4. Up to 20 Libraries 5. Up to 5 regular expressions 1. Up to 200 Terms 2. Up to 100 3. Up to 35 4. Up to 35 Libraries 5. Up to 10 regular expressions 1. Up to 500 Terms 2. Up to 200 3. Up to 70 4. Up to 70 Libraries 5. Up to 20 regular expressions Azure Cloud TermSet Hosting Dedicated Azure Storage Dedicated Azure Storage Dedicated Azure Storage Customizations for SharePoint Portal Not included / Optional • Configure customized Search and Refinement panel with alphabetical filter on search page • Modify Global Search Display template • Configure customized Search and Refinement panel with alphabetical filter on search page(s) • Modify Global Search display template(s) (Custom) Dedicated Atidan support, optimizations, & enhancements with monthly review and updates; annual services quoted 1. Up to 600 new metadata Terms 2. Up to 60 Site Columns created 3. Up to 120 Site Columns added to libraries 4. Apply tags for newly uploaded documents (max 200,000) 5. Up to 30 new and changed patterns 1. Up to 1,200 new metadata Terms 2. Up to 120 Site Columns created 3. Up to 240 Site Columns added to libraries 4. Apply tags for newly uploaded documents (max 500,000) 5. Up to 60 new and changed patterns 1. Up to 2,500 new metadata Terms 2. Up to 250 Site Columns created 3. Up to 500 Site Columns added to libraries 4. Apply tags for newly uploaded documents (max 2,000,000) 5. Up to 200 new and changed patterns Cost Annual Fee and Startup: $ 21,750 Implementation: $6,000 Monthly: $2,250 Annual Fee and Startup: $36,750 Implementation: $12,000 Monthly: $5,250 Annual Fee and Startup: $99,000 Implementation: $30,000 Monthly: $12,000 Notes Annual Agreement, unlimited users, per SharePoint farm Annual Agreement, unlimited users, per SharePoint farm Requires THREE year agreement term, Annual Agreement, unlimited users, per SharePoint farm
  • 12. Contact us at termset@atidan.com 1-215-825-5045 x5001
  • 13. Documents enriched with metadata including automated summaries and sentiment analysis.
  • 14. Domain specific metadata added to the library automatically