OpenText Confidential. ©2016 All Rights Reserved.
Extracting Value out of Stockpiled Content
Serge Savchenko
VP, Worldwide Portfolio Sales
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
Striking the Balance
OpenText Confidential. ©2016 All Rights Reserved.
Difficultly locating documents cited as barrier to adoption
Hyperion MarketView Report (March 2016)
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Source: Quantifying Enterprise Search, IDC
of knowledge workers
find what they are
looking for 85%
to100% of the time
OpenText Confidential. ©2016 All Rights Reserved.
Frustration?
OpenText Confidential. ©2016 All Rights Reserved.
A study of more than 5,000 office professionals across the US, UK, Germany, France and Australia exposed how antiquated business processes and outdated ways of working with documents are having a dramatic impact on productivity, efficiency and worker satisfaction.
Frustration
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Frustration
• professionals feel their success at work are slowed down by outdated ways of working with documents83%
• professionals would change jobs solely for the sake of less paperwork61%
• version control are cited as the most frustrating paper document problems78%
OpenText Confidential. ©2016 All Rights Reserved.
Need for Effective Search
AIIM (2014), Industry Watch: Search & Discovery
OpenText Confidential. ©2016 All Rights Reserved.
Benefits of Improving Search
AIIM (2014), Industry Watch: Search & Discovery
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
A literate, book-buying
Englishman at the turn of the
seventeen century could live a
lifetime without ever
encountering a set of data
ordered alphabetically.
“
”24
OpenText Confidential. ©2016 All Rights Reserved.
Our Point of View
► Document Management Systems will suffer from low user adoption until they mold to how people prefer to work
► Effective metadata remediation is the lowest hanging fruit for improving DMS usefulness
► Solutions that best address findability will become indispensable in the workplace
OpenText Confidential. ©2016 All Rights Reserved.
According to Mike Kelleher, White House Correspondence Director
Every week:65 000 paper letters500 000 emails5 000 faxes15 000 phone calls
Requires:9 750 person hoursor244 full time employees
OpenText Confidential. ©2016 All Rights Reserved.
How many inquires per day do you contend with?
OpenText Confidential. ©2016 All Rights Reserved.
For a search to be effective,
an investment into organizing content
must be made
OpenText Confidential. ©2016 All Rights Reserved.
Title: Resume
Creator: Dick Loudon
Last Update: George Utley
Create Date: 2008-05-23
Last Modified: 2009-09-13
MIME: WORD
Extension: DOCX
Size: 583 kb
File Path: z:/HR_folder/jsmith/cv
HASH: xhsiuurd123r4
System Metadata
ACCESS METADATA
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
Effects of Time
Wilted Metadata
OpenText Confidential. ©2016 All Rights Reserved.
Our Point of View
► Document Management Systems will suffer from low user adoption until they mold to how people prefer to work
► Effective metadata remediation is the lowest hanging fruit for improving DMS usefulness
► Solutions that best address findability will become indispensable in the workplace
OpenText Confidential. ©2016 All Rights Reserved.
Functionality to facilitate the capture of metadata
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
Ways to Automate
Remediation of Metadata
OpenText Confidential. ©2016 All Rights Reserved.
Date: Jan 21. 2013
Amount: 332,29 $
Order-Nr: X-44277
Supplier: Mueller & Friends
Address: 130 First Ave
Digitize Images (scanned documents)
ENRICH METADATA
OpenText Confidential. ©2016 All Rights Reserved.
Searching for basic information on the documentDate: Jan 21. 2013Amount: 332,29 $Order-Nr: X-44277Supplier: Mueller & Friends
Invoice
Rule based Adaptive Zonal
Data Extraction
OpenText Confidential. ©2016 All Rights Reserved.
Identification of document typeInvoice
Delivery Note
Order
Others
By content By structure By rule
Document Classification
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
Coalesce all relevant content
Purchase Orders
ReqNoReqAMT
PROPOSALS
ReqNoRFQNoVendtIDQuoteAMT
CONTRACTS
RFQNoVendIDContractAMTDeliveryDate
VENDORS
VendIDVendNameVendAddress
OpenText Confidential. ©2016 All Rights Reserved.
Use metadata to coalesce all kind of content
OpenText Confidential. ©2016 All Rights Reserved.
Across All Systems
VendID
OpenText Confidential. ©2016 All Rights Reserved.
Content Analytics
OpenText Confidential. ©2016 All Rights Reserved.
Concept: non-disclosure agreement
Concept: confidential information
Persons: Robert Hartley, Jerry Robinson
Places: London, United Kingdom,
Organizations: OpenText Corporation
Categories: Litigation Support
Categories: Software & Computer Services
Categories: Research and Development
Content Analytics
ENRICH METADATA
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
OpenText Confidential. ©2016 All Rights Reserved.
Structural Metadata
Title
Creator
Description
Publisher
Contributor
Date
Type
Format
Identifier
Semantic Metadata
Concepts
Entities
Categories
Sentiment
Summary
Similarity
OpenText Confidential. ©2016 All Rights Reserved.
Semantic metadata types
concept entity
category tonality
summarysimilarity
OTCA
OpenText Confidential. ©2016 All Rights Reserved.
ConceptA keyword or key phrase found within a text.
Examples:
Keyword firewallbitumenroadmap
Key phrase synthetic crudefinancial statementelectronic security perimeter
Non-hierarchical
Uncontrolled
Noun-based
OpenText Confidential. ©2016 All Rights Reserved.
Controlled vocabulary
(Authority files)
and uncontrolled
(candidates)
EntityA specific instance of a predefined type (also called Named Entity).
Examples:
Organization name (ON) Suncor Energy Inc.World Trade Organization
Person name (PN) Albert EinsteinDavid A. Strong
Geographic location (GL) EdmontonKansasUnited Kingdom
Events (EV) 1971 World Series12th Annual Oil Sands Symposium
Trademarks (TM) Apple iPadToyota Camry
OpenText Confidential. ©2016 All Rights Reserved.
Hierarchical
Controlled vocabulary
(Taxonomy)
CategoryA specific division in a classification system (also called topics).
Examples:
Energy (ETDE-INIS) Biomass fuelsEnergy storageSolar energy
Industries (ICB) Integrated Oil & GasSpecialty ChemicalsPharmaceuticals
Business & Finance Business EthicsCompetitivenessAnnual Reports
News content (IPTC) Arts, culture and entertainmentLifestyle and leisureNational elections
OpenText Confidential. ©2016 All Rights Reserved.
Subjectivity
(Fact vs. Opinion)
Tonality
(Positive vs. Negative
vs. Neutral)
SentimentThe subjectivity and tonality of an item (text, sentence or entity).
Examples:
Fact (neutral) John went to the market.This camera has a flash.The new store opens today.
Opinion (positive) The market is great!I love taking pictures.The store opening was a success.
Opinion (negative) It’s hard to find items at this store.The flash is poor.Opening that day was a bad idea.
OpenText Confidential. ©2016 All Rights Reserved.
Configurable
(% of original text vs.
# of sentences)
SummaryThe most important sentences of a text.
Example:
Original text Obama: No on oil pipeline, more review neededPresident Barack Obama says he's denying an application for a Canada-to-Texas oil pipeline because a GOP-mandated deadline didn't allow time for a full review.Obama says his decision isn't a judgment on the merits of the proposed $7 billion pipeline. Rather, he's citing the "arbitrary nature" of the Feb. 21 deadline that was set by a GOP-written provision in a recent tax bill that Obama signed.The president says in a statement that he's disappointed that Republicans in Congress forced the decision. Obama had until late next month to decide whether the pipeline was in the national interest.Administration officials says the looming deadline cut short the time needed to conduct environmental reviews after the State Department ordered the project developer to find an alternate route to avoid environmentally sensitive areas of Nebraska.The 1,700-mile pipeline would carry oil from tar sands in western Canada to refineries in Texas. It would pass through Montana, South Dakota, Nebraska, Kansas and Oklahoma.
Summary President Barack Obama says he's denying an application for a Canada-to-Texas oil pipeline because a GOP-mandated deadline didn't allow time for a full review. The president says in a statement that he's disappointed that Republicans in Congress forced the decision. Administration officials says the looming deadline cut short the time needed to conduct environmental reviews after the State Department ordered the project developer to find an alternate route to avoid environmentally sensitive areas of Nebraska.
OpenText Confidential. ©2016 All Rights Reserved.
Results are
ranked by
similarity score
SimilarityTextual assets similar to a reference document.
Examples:
Reference document
Document Title: NOTES TO CONSOLIDATED FINANCIAL STATEMENTS
Similar documents
1. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (continued)
2. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS SecondQuarter
3. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS 20114. Financial Statements 20105. FINANCIAL STATEMENTS 20096. C&D TECHNOLOGIES, INC. AND SUBSIDIARIES NOTES TO
CONSOLIDATED FINANCIAL STATEMENTS7. Tera INC. AND SUBSIDIARIES NOTES TO CONSOLIDATED
FINANCIAL STATEMENTS8. Wells Tech Corp. & Subsidiaries Notes 9. Financial Results – Press release 02-01-201210. Financial Report 2029872
OpenText Confidential. ©2016 All Rights Reserved.
Our Point of View
► Document Management Systems will suffer from low user adoption until they mold to how people prefer to work
► Effective metadata remediation is the lowest hanging fruit for improving DMS usefulness
► Solutions that best address findability will become indispensable in the workplace
OpenText Confidential. ©2016 All Rights Reserved.
OpenText
Content Analytics
• Unlocks business
value from stockpiled
content
• applies inferred
metadata on the
content
• dramatically improves
content search
experience
OpenText Confidential. ©2016 All Rights Reserved.
OTCA Functional Use CasesOTCA Feature
Use Cases
Similarity Analysis • Find similar documents for any document • Identify duplicates
Entity Extraction • Mine entities in content• Create one to many associates, enable semantic search
Concept Extraction • Collect concepts from within documents• Enrich metadata, improve search
Categorization • Auto-categorize Content (supervised learning)• Create hierarchies, enable intuitive navigation in Flex Folders
Summarization • Brief document description
Sentiment Analysis • Threat Detection• Customer Mood• Brand Monitoring• Enrich Metadata / Search Filtering / Analytics & Reporting
OpenText Confidential. ©2016 All Rights Reserved.
Serge Savchenko
Vice President
Worldwide Portfolio Sales
Tel: 905-762-6483
Mobile: 647-406-6483
www.opentext.com
OpenText Confidential. ©2016 All Rights Reserved.
A slide template if you need whitespace
OpenText Confidential. ©2016 All Rights Reserved.
A slide template if you need a dark background
OpenText Confidential. ©2016 All Rights Reserved.
A slide template if you need a dark background
OpenText Confidential. ©2016 All Rights Reserved.
A slide template if you need a dark background
OpenText Confidential. ©2016 All Rights Reserved.
If you’re feeling colourful
OpenText Confidential. ©2016 All Rights Reserved.
If you’re feeling colourful
OpenText Confidential. ©2016 All Rights Reserved.
If you’re feeling colourful