concept searching webinar

conceptClassifier for SharePoint

NS Rana – Business Productivity Advisor, MicrosoftNS is a 19 year IT Industry veteran. For the last 12 years NS has worked at Microsoft in various roles helping organizations both large and small achieve their full potential by effectively adopting and deploying Microsoft Technologies. In his current role as a Business Productivity Advisor, he defines, manages and delivers solution scenarios that include Collaboration, Enterprise Content Management, Enterprise Search, Business Intelligence powered by technologies like Microsoft Office and SharePoint. Donald T. Miller – Vice President Business Development, Concept SearchingWith over 20 years of experience, Don Miller is an industry veteran of search and information management solutions and is the Vice President of Business Development for Concept Searching.

Val Orekhov – Chief Architect, Portal SolutionsVal is the Chief Architect at Portal Solutions. Portal Solutions is a leading systems of Microsoft solutions and recently published a white paper on the next step in knowledge management which is knowledge optimization. Knowledge Optimization is positioned as the next logical evolution of Knowledge Management, and continues the company’s long tradition of thought leadership in the enterprise software industry.

Speakers

Concept Searching • Martin Garland • +1 (703) 531-8567 • [email protected]

Microsoft

Search options & futures

Concept Searching


Portal Solutions

Real world application

QA

Agenda


Who We Are

Company founded in 2002 Focus on management of structured and

unstructured information

Locations: UK, US, & South Africa

Client base: Fortune 500/1000 organizations

2009 ‘100 Companies that Matter in KM’ (KM World Magazine)

KMWorld Trend Setting Product for 2009

Microsoft Enterprise Search ISV , FAST Partner Promoted to Depth Partner, July 09

Product launched in 2003 taxonomyManager, conceptClassifier,

conceptSearching


http://www.airforcemedicine.afms.mil/

http://www.att.com/

http://www.ebrd.com/

http://www.dhs.gov/

http://www.bancaintesa.it/

http://www.reeis.usda.gov/

http://www.healthcarecommission.org.uk/

http://www.logica.com/

http://www.booz.com/global/home

Search Business Processes

Life Cycle Mgmt.

Governance

An effective metadata strategy

drives:

Metadata Drives the Enterprise


• If metadata is not consistent, you increase risks for Data Privacy Exposures, Violations of Corporate Security Guidelines and Federal Exposures like HIPPA, SOX, and SEC.

• If metadata is not consistent, you increase the cost of data storage polices as well as file deletion policies

• If metadata is not consistent, you cannot use metadata to drive work flows and business processes

• Free text does not return all documents for a query, free text will usually bring back too many results, there is no easy way to navigate

• You must have metadata to ensure accuracy and navigation

Search

Business Processes

GovernanceLife Cycle Mgmt.

The Enterprise Information Problem – Metadata is Everywhere

Metadata Problems


•Users don’t know what tags to apply to their document to meet corporate or governance requirements

•Documents are not tagged correctly which leads to lost productivity, higher cost of sales and expensive legal ramifications.

•Everyone tags their documents differently

•You say “Potatoe”, I say “Potata”

•Users have to many documents to tag

•5 metatags equal 2 – 15+ minutes of lost productivity.

Overwhelming SubjectiveInconsistent

Incomplete

Traditional Manual Metadata Approach Bleed 100Ks of Dollars From Your Company

INACCURATE x INCONSISTENT = INCOMPLETE & UNACCEPTABLE

A manual metadata

approach is unacceptable


What are Enterprise Metadata Approaches?

High

Low

HighLow

Productivity Gains

Cost Savings

1. Requires Domain Expertise2. Cumbersome and slow to build 3. Requires Boolean Logic/Developer

1. Requires Domain Expertise2. Requires large training sets per node3. Cumbersome and slow to buildManual

Rules Based

StatisticalHybrid

Concept Searching has changed the game!

conceptClassifier and taxonomyManager are changing the metadata market.


Create enterprise framework/model

Apply consistent metadata vocabulary to enterprise content

Automatically tag all content with appropriate metadata

Use metadata to improve Records Management

Apply work flows with metadata

Guide users to relevant content with metadata

Reduce IT infrastructure costs with metadata management for life cycle management

Make Metadata Work for You And The Enterprise!

1. Model

2. Automate Tagging

3. Business Processes

4. Records Management

5. Life Cycle Management


Technology Differentiator

Compound Term Processing• Only statistical metadata generation and classification company that uses

concept extraction and unique Compound Term Processing technology

triple heart bypass

Triple

BaseballThree

Heart

OrganCenter

Bypass

HighwayAvoid

conceptClassifier will generate semantic metadata using compound terms that identifies ‘triple heart bypass’ as a concept as opposed to single keywords

• Search will return results based on the concept even if the exact terms are not contained in the document (i.e. ‘coronary artery surgery’, ‘heart surgery’)

• Can be used by any search engine index or any application/process that uses metadata



Full Integration with Content Types

Taxonomy Development Management

Faceted & Taxonomy Navigation Plus Text

Preview

Single Classification Interface to SharePoint, File Stores, & Websites

MS Office Integration for Metadata

MOSS Record Center Workflow Automation

Automatic Classification

Integration directly into MS Search & FAST

We Make Metadata Work For You

Automatic Semantic Metadata Generation• Unique compound term processing technology

Improves Business Processes• Search• Workflow• ECM, Enterprise Metadata Management• Records Management, Compliance & Governance• Data Privacy & Security

Automated Classification• From within MS Office, Outlook

Taxonomy Tools • Proven to reduce taxonomy development by 80%

Microsoft Integration• Runs natively in SharePoint – not an add-on• Fully integrated with Content Types• Content Type Updater

Technology• Downloadable in 30 minutes – no programming required• Fully SOA compliant, delivered as Web Parts, based on open standards• Highly scalable

Microsoft Search Enhancement• Fully integrated with Microsoft Enterprise Search, SharePoint search, and FAST ESP• Provides taxonomy browse and enhances faceted search• Text preview capabilities from search interface• Provides a single search interface to end users from within SharePoint to multiple repositories (SharePoint, file

stores, web sites)


Taxonomy & Compound Term Processing

Compound Term ProcessingSemantic metadata automatically generated

from the organization’s own content and used as clues to build out the taxonomyHierarchical view of content

Content will be automatically classified to one or more nodes based on concepts within the content

Reduces time to develop, build, and maintain a taxonomy by as much as 80%Can import industry standard taxonomies


Automatic Classification & Metadata Tagging

Content is automatically tagged with semantic metadata and uploaded to SharePointContent is automatically classified to one or more nodes in one or more taxonomiesDocuments are automatically classified to multiple categoriesEditable from within SharePoint & the Concept Searching Taxonomy Manager


Full Support for Content Types

Eliminates time consuming manual metadata definition

Enforces governance, policies, and drives workflows in line with business processes

Enables different taxonomies to be assigned to different Content Types

Authorized users have complete control over automatically generated metadata


Automatic Update of Content Types

When organizationally defined metadata is identified within content the Content Type Updater will automatically change the Content Type

Event Handler

Based on a pre-defined Event Handler, the Content Type can be automatically changed when classified.


Office Integration

Fully integrated with Microsoft Office & ExchangeContent automatically tagged with semantic metadata stored in custom propertiesContent automatically classified to corporate or departmental taxonomiesDelivers governance at the desktop, improves ECM Automatic metadata generation or optionally authorized users can change the classification


Navigation – Taxonomy & Faceted

Microsoft Enterprise Search/FAST ESP can utilize highly relevant compound term metadata

Browsable taxonomy navigation via Concept Searching Web Part

Faceted navigation (integrated with Microsoft CodePlex)


FAST ESP Search

Cross taxonomy navigation filter

Taxonomy Browse


Aggregates Multiple Content Sources

Ability to specify multiple file sources including:

SharePoint Web Sites Exchange Public folders File stores

Can also include RSS feeds

Automatically classify and place semantic metadata in search engine index


Text Preview Capability

Text preview capability from search interface

Reduces network bandwidth costs

Faster access to review content before file download


conceptClassifier Summary for SharePoint

Compound Term Processing and automatic semantic metadata generation• Automatically extract semantic value• Reduce tedious inaccurate manual labor process of applying metadata and save 5-15 minutes per day per information worker

employee• Classify SharePoint, File Shares, Web Sites, Email, Documentum, Interwoven Worksite, Lotus and more

Taxonomy Tools proven to reduce taxonomy development by 80%• Fully integrated into SharePoint – not an add-on• Enable communication strategies

Advanced Search Enhancements for MOSS, SharePoint 2010, and FAST • Test and validate Classification Results• Improved Taxonomy Browse Capabilities• Improved Navigation and Filtering Facets for MOSS or FAST• Fully integrated with Content Types

Improves any business process that requires metadata

We make metadata work for you!


Metadata Consistency Drives Business Agility

Enterprise Content Management & Improved Search Findability first time, every timeDeliver a robust content management approach

maximizing SharePoint technologies

Identification of Unknown Data Exposures Reduced litigation, costs associated with data

breaches

Compliance & Records ManagementEliminate inconsistent meta-taggingPreserve record integrity


Additional Information:
