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

1. © Concept Searching 2017
What You Don’t Know May Hurt You –
Achieving Insight and Knowledge Discovery
Russell Stalters
Chief Executive Officer
Clear Path Solutions
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch
Carla Mulley
Vice President of Marketing
Concept Searching

2. © Concept Searching 2017
Carla Mulley – Vice President of Marketing at Concept Searching
has spent the past twenty years concentrating on metadata,
auto-classification, and taxonomy technologies. She provides the
strategic marketing direction and tactical oversight of the Concept
Searching product suites.
Russell Stalters – Chief Executive Officer at Clear Path Solutions
is an entrepreneur, international trainer, and accomplished business
leader. A retired Naval Aviator, former Chief Information Officer, and
executive leader while at BP, he was hand selected to lead the
strategy and build the team to manage all the data from the BP
Deepwater Horizon Oil Spill crisis. He is a partner with his mentor,
leadership expert John C. Maxwell, and is a certified coach, speaker,
and trainer on Maxwell’s global team.

3. © Concept Searching 2017
Agenda
• Who we are and what we do
• Search versus analytics
• Unstructured versus structured
• Content analytics – a business perspective
• Summary
• Next steps

4. © Concept Searching 2017
• Company founded in 2002
• Product launched in 2003
• Focus on management of structured and unstructured information
• Profitable, debt free
• Technology Platform
• Delivered as a web service
• Automatic concept identification, content tagging, auto-classification,
taxonomy management
• Only statistical vendor that can extract conceptual metadata
• 9 years KMWorld ‘100 Companies that Matter in Knowledge Management’
9 years KMWorld ‘Trend Setting Product’
• Authority to Operate enterprise wide US Air Force, NETCON US Army,
and Canadian SLSA
• Client base: Fortune 500/1000 organizations in Healthcare,
Financial Services, Manufacturing, Energy, Professional Services,
Pharmaceutical, Public sector and DoD
• Microsoft Gold Certification in Application Development
• Member of SharePoint PAC and TAP programs
• Deployed as a full trust Add-in for all versions of SharePoint on-premises
and SharePoint Online, including the latest vNext dedicated platform and the
government cloud
The Global Leader in
Managed Metadata Solutions

5. © Concept Searching 2017
Concept Searching’s technology platforms deliver
semantic metadata generation, auto-classification and
taxonomy/Term Store management, and are fully
integrated with all versions of SharePoint on-premises,
Microsoft Online/Office 365, and OneDrive for Business
What Do We Do?
These infrastructure platforms integrate with not only
SharePoint but also other content repositories, search
engines and file shares, enabling our clients to add
structure and manage their enterprise content,
regardless of environment
The resulting classification metadata is used by clients
to deliver ‘intelligent metadata solutions’ in areas such
as enhanced search, migration, data privacy, records
management, policy enforcement, compliance, text
analytics, and business and social collaboration

6. © Concept Searching 2017
The Core Technology and Why We Are Different
It’s all about metadata
• Unique IP compound term processing
• Identifies multi-word terms that form
a complex entity
• Ambiguity inherent in single words
is eliminated
• Works in any language, regardless of
grammar or linguistic style
• Generates non-subjective metadata
based on an understanding of
conceptual meaning

7. © Concept Searching 2017
Is it Finally the Age of Big Content?

8. © Concept Searching 2017

9. © Concept Searching 2017
You Say Potato and I Say Potahto
Would you like a …?

10. © Concept Searching 2017
Before We Even Start …
Text analytics unlocks meaning and finds relationships in large volumes
of unstructured information that were previously unknown
• Search is not enough
• Search doesn’t help you discover things you are unaware of
• Search results often lack relevance
• Search finds documents, not knowledge
Big content is not (only) … voice of the customer and sentiment analysis

11. © Concept Searching 2017
The Basics

12. © Concept Searching 2017
It Ain’t Magic Folks
Content Optimization
• Compliance violations
• ITAR compliance violations
• Data privacy
• Sensitive or confidential information exposures
• Undeclared records
• Information that should be archived
• General Data Protection Regulation (GDPR)
• eDiscovery and FOIA – Government

13. © Concept Searching 2017
Tidy Text
• Applies statistical techniques to extract concepts and patterns that can be
applied to categorize and classify documents, audio, video, and images
• Text augmentation
• Multi-term metadata generation
• Content tagging
• Identifies relationships between seemingly unrelated content
• NLP – entity extraction
• Subject-matter experts
• Minimal expense and technical issues

14. © Concept Searching 2017
Use Case – Engineering Search
• Automotive parts company with 40,000 business professionals
and engineers
• Find accurate information for analysis across 30 content sources and
19 million documents
• Perform search within seconds
• Security of content from unauthorized users
• Microsoft Azure cloud platform
• Rapid deployment
Bonus Benefit
• Reduced server footprint from 57 servers to 3

15. © Concept Searching 2017
What You Don’t Know
May Hurt You

16. © Concept Searching 2017

17. © Concept Searching 2017
Content Analytics is Hard to Sell Without a Realistic ROI

18. © Concept Searching 2017
A deliberate
controlled
data ingestion
process is
foundational

19. © Concept Searching 2017

20. © Concept Searching 2017
QA/QC must be
embedded into the
ingestion process

21. © Concept Searching 2017
Business SMEs must
review data on the front end

22. © Concept Searching 2017
Ensure information integrity
by controlling the taxonomy

23. © Concept Searching 2017
Policies reinforce
necessary behaviors
Effective IM = content
analytics value

24. © Concept Searching 2017
Use content analytics to
solve real business problems

25. © Concept Searching 2017
Adjusters
needed
to validate
financial
loss
claims
Photo by: Florida Sea Grant

26. © Concept Searching 2017
Loss was
determined
by so many
variables

27. © Concept Searching 2017
Scientists needed to
discover hidden insights
from
disparate
data
sources

28. © Concept Searching 2017
The ways to interpret data
varied with each source

29. © Concept Searching 2017
Summary
• Elimination of end user tagging – more time to add value
• Integration with structured, semi-structured, and unstructured content
• Unlimited content sources
• File shares, collaboration platforms, ECM, PLM, CAD, SCM,
custom databases and applications
• 2D and 3D images and drawings
• Platform-agnostic
• Integrated with analysis tool of choice – from Excel to business or
artificial intelligence applications, such as Power B, Birst, Click,
Azure Machine Learning Center, Cortana Analytics Suite

30. © Concept Searching 2017
Next Steps
Find Your Problems
• Identify problem and gain buy-in
• Perform content optimization
• Refine the taxonomy for analysis
• Export to tool of choice
• You will also
• Significantly improve out-of-the-box search
• Intelligently migrate content
• Automatically declare documents of record, proactively, in real time
• Identify and protect data privacy and sensitive information
• General Data Protection Regulation (GDPR) compliance
• Shorten eDiscovery cycles
• Deploy a metadata repository
• Manage content throughout its lifecycle

31. © Concept Searching 2017
Thank You
Russell Stalters
Chief Executive Officer
Clear Path Solutions
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch
Carla Mulley
Vice President of Marketing
Concept Searching