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    AANA connects public users to content  
    through SharePoint, Ontolica Enterprise  
    Search, and Ontolica Search Preview 
 




                                                                                               


                                                                                               


                                                                                               


     


           Business Need 
           Provide intuitive public SharePoint search 
           navigation and visualization while simplifying                                                              Website query and navigation time drastically 
           the backend administration.                                                                                  decreased. 
                                                                                                                                                                                                                          
                                                                                                                         
           Solution                                                                                               Simple and intuitive search page 
           AANA selected Ontolica Enterprise Search                                                                     customizations with decreased demand on IT 
           and Ontolica Search Preview to provide user                                                                  service resources. 
           communities access to customized search                                                                       
           navigation, advanced search, and content                                                               Robust authentication and browser support 
           preview accessible through any computer,                                                                     with low overhead allows users to quickly 
           tablet, or smartphone.                                                                                       view content without local programs. 
                                                                                     
                                                                                                                         
                                                                                                                  In‐document search enables users to preview 
                                                                                                                        content with search query highlights and 
                                                                                                                        relevant page suggestions.  
                                                                                                                         
                                                                                                                  Accuracy of results also were improved, and 
                                                                                                                        the number of choices that we have on how 
                                                                                                                        we sort and present our results has 
                                                                                                                        increased.  
                                                                                                          
                                                                                                                                                           
                                                                                     


                                                                                     
                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
 


                                                                                    AANA Background 


                                                                                    The AANA promotes education, practice standards, and guidelines, 

                                                                                    while affording consultation to both private and governmental entities 

                                                                                    regarding nurse anesthetists and their practice. The AANA Foundation 

                                                                                    supports the profession by awarding education and research grants to 

                                                                                    students, faculty, and practicing CRNAs. More than 90 percent of the 

                                                                                    nation's nurse anesthetists are members of the AANA. 


          SurfRay Background 


          Founded in 2000, SurfRay, a Microsoft Partner, is a global leader in search infrastructure 

          software for companies that deliver top notch developed enterprise search solutions 

          that are easy to try, buy and install. SurfRay has more than a 1,000 customers in over 30 

          countries through dual headquarters in Santa Clara, USA and Copenhagen, Denmark.  

          In 2006 SurfRay acquired Speed of Mind, followed by Mondosoft in October 2007, further strengthening SurfRay's 

          market position as a unified global provider of Search Technology. Today, SurfRay’s Ontolica Suite has 

          revolutionized how SharePoint users find content and SharePoint administrators customize search. 


                                                               EKTRON CMS 400.NET TO SHAREPOINT 2010 

                  
                                                                Before migrating to SharePoint for their public facing site, aana.com was built on the 
                 “The implementation 
                                                                content management system, Ektron  CMS 400.NET. This platform presented 
                 training was 
                 straightforward and well                       configuration challenges, unnecessary strain on IT, and generally irrelevant search 
                 supported. Our 
                                                                results. In 2011, AANA established plan to find a more efficient solution in regards to 
                 developer was able to 
                 put the Ontolica search                        content management on its public facing website that would also integrate with new 
                 products in place easily,                      financial and membership systems. After researching multiple solutions, consulting 
                 saving AANA precious 
                 configuration and                              with partner organizations, and contracting a new systems integrator, AANA 

                 development time.”                             determined that SharePoint 2010 provided the desired foundation to deliver content 

                 Tim Rutter, Director,                          to the members and communities they serve. 
                 Information Technology 
 




                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
             


               A FOCUS ON SEARCH 


                The poor user search experience and relevancy of Ektron created significant challenges for AANA.  As a result, simple, configurable, 

                and relevant search was recognized as a primary need within the new content management platform.  Options for mixing content 

                management systems with separate search engines were analyzed but were not favorable due to complexity, cost, and loose 

                integration.  With significant scalability, redundancy, and flexibility, SharePoint 2010’s native search functionality was recognized as 

                a strong backbone to meet AANA’s goals.   


                However it was not perfect, and still presented challenges to meet full search requirements. These requirements included a user 

                search experience with the ability for: 

                                                                                                      How much does findability really cost?*
                 Simple configuration by non‐technical content editors 
                                                                                                 1.   According to industry statistics, users are typically 
                 Custom relevancy and sorting 
                                                                                                      successful with their searches about 40% of the time; 
                 Visual, audience targeted, and timed best bets                                      and research by Gartner shows most executives 
                                                                                                      spend 30 ‐ 40% of their time searching for 
                 Custom advanced search lookups                                                      documents. 

                 Automated query suggestions and related queries                                2.   On average, each employee spends 9.5 work 
                                                                                                      hours/week finding information, and 6 hours is 
                 Web page and document previews on all content                                       wasted recreating documents that exist but cannot 
                                                                                                      be found according to IDC. 
                 Complete access with tablets and smartphones                                          
                                                                                                 3.   A 2011 article stated that MOST information workers 
                 Unparalleled document preview                                                       are dissatisfied with their findability solution. 71% of 
                                                                                                      that is due to poor search functionality.
                 Preview support for over 500 file types                                              

                 Decreased reliance on IT for organic relevancy  

                    improvements and UX customizations 


                AANA’s IT and Content teams collaborated to qualify a solution to 

                meet these search enhancement goals.  Additional consideration 

                would be given to seamless security, minimized architecture 

                investment, limited bandwidth consumption, and broad compatibility 

                across browsers and devices.   


                                                                                              


        


        
                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
 


          The Ontolica Suite for SharePoint   


          Ontolica quickly connects users to content in SharePoint without weeks of coding through an aesthetically pleasing search UX and 

          easily configurable web parts. The complete Ontolica suite is easily‐deployed to unlock faster search navigation, lightweight 

          previews, actionable results, relevant suggestions, and complete GUI‐based configuration on SharePoint and FAST.  

                      

          Ontolica Enterprise Search helps SharePoint administrators to rapidly deploy the  

          organization’s metadata and properties as search refiners, quick filters, grouping,  

          and sorting options, without having to involve developers in the project. With rich  

          navigation, intelligent autosuggestions, and actionable results, Ontolica upgrades  

          your search platform to true enterprise standard.  

          Some  of the key features include: 

                    Related Queries, Searches and Search Tags 

                    Hierarchical Refiners 

                    Result Navigation, Quick Filters and Grouping 

                     Seamless Metadata Support 
 
                    “Search as You Type” 
 
          Ontolica Search Preview enables users to visualize any content in search 

          without client‐side installs or burdensome server requirements. This lightweight, 

          mobile‐enabled preview quickly connects users to content with inDocument 

          search, query highlights, and relevant suggestions. With support for email, web 

          pages, and more than 500 file types, Ontolica Search Preview helps users rapidly 

          explore search result content regardless of the format. 

 
          Some of the key features include: 
           
              Full document graphical preview  

                    Document Comparison 

                    Hit highlighting 

                    Relevant Page Links 

           

                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
 

          With the complete Ontolica Suite for SharePoint, SurfRay improves every aspect 

          of the search experience from faster findability to full graphical rendering of SP 

          content in the search results and in the library. Administrators are now able to 

          customize the search experience without the need to spend hours upon hours 

          working on code. With Ontolica, search centers are now easily created and 

          altered with an aesthetically pleasing graphical user interface, which provides 

          administrator’s time to work on other important projects. End‐users are no 

          longer forced to paginate through page after page of search results to find their 

          content.  

          With Ontolica, users can easily drill into their results and remove irrelevant 

          content within a matter of seconds. Users are able to identify the desired 

          document with full graphical renderings of the content and immediately check  

          out the document directly from the search results. In addition to vastly improving 

          search efficiency, Ontolica products automatically mimic SharePoint security 

          protocols, so there is no need to configure any safeguards that are currently in 

          place.  
           



           AANA SELECTS ONTOLICA TO EXTEND SHAREPOINT SEARCH 


          AANA’s investigation included consulting with trusted management from other professional service organizations as well as systems 

          integrators.  Through this investigation AANA became familiar with a recent project at Information Systems Audit and Control 

          Association (ISACA) with similar project requirements based on MOSS 2007.  After rigorous investigation, ISACA had selected and 

          successfully implemented Ontolica Enterprise Search and Ontolica Search Preview on their public MOSS 2007 website.  The 

          combination of SharePoint and Ontolica resulted in significantly reduced query times, efficient navigation, expanded social 

          networking, and inline previews on all documents.  Ontolica’s tight integration with SharePoint, utilization of SP search serves as a 

          backbone, extreme flexibility supported a synchronized deployment of SharePoint 2010 with Ontolica to replace AANA’s legacy CMS.  

          In addition to the referral and a live success case on isaca.org, AANA’s systems integrator, SusQTech, worked closely with the 

          Ontolica solution in the past and supported a strategic recommendation for implementation.   


           


           


                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
            


             DEPLOYING SHAREPOINT 2010 AND ONTOLICA 


               Implementation of SharePoint 2010 with Ontolica to aana.com was a closely coordinated effort between AANA, SusQTech, and 

               SurfRay.  SusQTech was tasked to coordinate the migration from Ektron to the new SharePoint platform.   Through close 

               collaboration, SusQTech worked with AANA for environment planning, installation, top level structure configuration, and branding of 

               SharePoint.  In tandem, SurfRay assisted with search requirement planning, developing a roadmap for immediate results as well as 

               long‐term metadata nurturing, and search user interface customization. Utilizing SharePoint 2010 and Ontolica, SurfRay provided 

               top tier product training, guided solution installation, and configuration assistance.  In a unique change to traditional ISV offerings, 

               these services are included as standard support to all Ontolica users. 


               SHAREPOINT 2010 AND ONTOLICA GO LIVE ON AANA.COM 


               The release of AANA’s new website and search center was a clear success!  Content editors were now able to easily improve the 

               search user experience without dependence on IT.  Site visitors can now find the content they were looking for in a fraction of the 

               time with optimized search and full document preview.  The ability to preview content from mobile devices further delivered on 

               AANA’s mission to make it’s services more accessible.  Across the organization demands were lessened to become information 

               retrieval experts and more time could be dedicated to mission critical and community focused objectives. 


                                 


                


                


                


                


                


                


                


                                                                                             

                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 
 


                             SharePoint Search Result Page with Ontolica Enterprise Search and Ontolica Search Preview 


             


  




                #1 Quick filter buttons                                                         #6 Automatic first page preview 


                #2  Intelligent search suggestions                                              #7 Customizable refiners 


                #3 Numbered refiners                                                            #8 Magnified preview with hit‐highlighting 


                #4 Ability to jump to the most relevant pages in the                            #9 Full document preview on the fly 
                     document                                                                        (Supports over 500 file types) 

                #5 inDocument search                                                            #10  Hyperlink to easily share the document with 
                                                                                                others 




                                             SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747 
 

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Ontolica Enterprise Search Case Study with AANA

  • 1.          AANA connects public users to content       through SharePoint, Ontolica Enterprise       Search, and Ontolica Search Preview              Business Need  Provide intuitive public SharePoint search  navigation and visualization while simplifying   Website query and navigation time drastically  the backend administration.    decreased.                                                                                                                                             Solution   Simple and intuitive search page  AANA selected Ontolica Enterprise Search    customizations with decreased demand on IT  and Ontolica Search Preview to provide user  service resources.  communities access to customized search    navigation, advanced search, and content     Robust authentication and browser support  preview accessible through any computer,  with low overhead allows users to quickly  tablet, or smartphone.     view content without local programs.            In‐document search enables users to preview    content with search query highlights and  relevant page suggestions.        Accuracy of results also were improved, and  the number of choices that we have on how  we sort and present our results has    increased.                                                        SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 2.   AANA Background  The AANA promotes education, practice standards, and guidelines,  while affording consultation to both private and governmental entities  regarding nurse anesthetists and their practice. The AANA Foundation  supports the profession by awarding education and research grants to  students, faculty, and practicing CRNAs. More than 90 percent of the  nation's nurse anesthetists are members of the AANA.  SurfRay Background  Founded in 2000, SurfRay, a Microsoft Partner, is a global leader in search infrastructure  software for companies that deliver top notch developed enterprise search solutions  that are easy to try, buy and install. SurfRay has more than a 1,000 customers in over 30  countries through dual headquarters in Santa Clara, USA and Copenhagen, Denmark.   In 2006 SurfRay acquired Speed of Mind, followed by Mondosoft in October 2007, further strengthening SurfRay's  market position as a unified global provider of Search Technology. Today, SurfRay’s Ontolica Suite has  revolutionized how SharePoint users find content and SharePoint administrators customize search.  EKTRON CMS 400.NET TO SHAREPOINT 2010    Before migrating to SharePoint for their public facing site, aana.com was built on the  “The implementation  content management system, Ektron  CMS 400.NET. This platform presented  training was  straightforward and well  configuration challenges, unnecessary strain on IT, and generally irrelevant search  supported. Our  results. In 2011, AANA established plan to find a more efficient solution in regards to  developer was able to  put the Ontolica search  content management on its public facing website that would also integrate with new  products in place easily,  financial and membership systems. After researching multiple solutions, consulting  saving AANA precious  configuration and  with partner organizations, and contracting a new systems integrator, AANA  development time.”   determined that SharePoint 2010 provided the desired foundation to deliver content  Tim Rutter, Director,  to the members and communities they serve.  Information Technology                                                 SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 3.                              A FOCUS ON SEARCH  The poor user search experience and relevancy of Ektron created significant challenges for AANA.  As a result, simple, configurable,  and relevant search was recognized as a primary need within the new content management platform.  Options for mixing content  management systems with separate search engines were analyzed but were not favorable due to complexity, cost, and loose  integration.  With significant scalability, redundancy, and flexibility, SharePoint 2010’s native search functionality was recognized as  a strong backbone to meet AANA’s goals.    However it was not perfect, and still presented challenges to meet full search requirements. These requirements included a user  search experience with the ability for:  How much does findability really cost?*  Simple configuration by non‐technical content editors  1. According to industry statistics, users are typically   Custom relevancy and sorting  successful with their searches about 40% of the time;   Visual, audience targeted, and timed best bets  and research by Gartner shows most executives  spend 30 ‐ 40% of their time searching for   Custom advanced search lookups  documents.   Automated query suggestions and related queries  2. On average, each employee spends 9.5 work  hours/week finding information, and 6 hours is   Web page and document previews on all content  wasted recreating documents that exist but cannot  be found according to IDC.   Complete access with tablets and smartphones     3. A 2011 article stated that MOST information workers   Unparalleled document preview   are dissatisfied with their findability solution. 71% of  that is due to poor search functionality.  Preview support for over 500 file types     Decreased reliance on IT for organic relevancy       improvements and UX customizations  AANA’s IT and Content teams collaborated to qualify a solution to  meet these search enhancement goals.  Additional consideration  would be given to seamless security, minimized architecture  investment, limited bandwidth consumption, and broad compatibility  across browsers and devices.                                                       SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 4.     The Ontolica Suite for SharePoint    Ontolica quickly connects users to content in SharePoint without weeks of coding through an aesthetically pleasing search UX and  easily configurable web parts. The complete Ontolica suite is easily‐deployed to unlock faster search navigation, lightweight  previews, actionable results, relevant suggestions, and complete GUI‐based configuration on SharePoint and FAST.     Ontolica Enterprise Search helps SharePoint administrators to rapidly deploy the   organization’s metadata and properties as search refiners, quick filters, grouping,   and sorting options, without having to involve developers in the project. With rich   navigation, intelligent autosuggestions, and actionable results, Ontolica upgrades   your search platform to true enterprise standard.   Some  of the key features include:   Related Queries, Searches and Search Tags   Hierarchical Refiners   Result Navigation, Quick Filters and Grouping       Seamless Metadata Support     “Search as You Type”    Ontolica Search Preview enables users to visualize any content in search  without client‐side installs or burdensome server requirements. This lightweight,  mobile‐enabled preview quickly connects users to content with inDocument  search, query highlights, and relevant suggestions. With support for email, web  pages, and more than 500 file types, Ontolica Search Preview helps users rapidly  explore search result content regardless of the format.    Some of the key features include:     Full document graphical preview    Document Comparison   Hit highlighting   Relevant Page Links                                                 SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 5.   With the complete Ontolica Suite for SharePoint, SurfRay improves every aspect  of the search experience from faster findability to full graphical rendering of SP  content in the search results and in the library. Administrators are now able to  customize the search experience without the need to spend hours upon hours  working on code. With Ontolica, search centers are now easily created and  altered with an aesthetically pleasing graphical user interface, which provides  administrator’s time to work on other important projects. End‐users are no  longer forced to paginate through page after page of search results to find their  content.   With Ontolica, users can easily drill into their results and remove irrelevant  content within a matter of seconds. Users are able to identify the desired  document with full graphical renderings of the content and immediately check   out the document directly from the search results. In addition to vastly improving  search efficiency, Ontolica products automatically mimic SharePoint security  protocols, so there is no need to configure any safeguards that are currently in  place.      AANA SELECTS ONTOLICA TO EXTEND SHAREPOINT SEARCH  AANA’s investigation included consulting with trusted management from other professional service organizations as well as systems  integrators.  Through this investigation AANA became familiar with a recent project at Information Systems Audit and Control  Association (ISACA) with similar project requirements based on MOSS 2007.  After rigorous investigation, ISACA had selected and  successfully implemented Ontolica Enterprise Search and Ontolica Search Preview on their public MOSS 2007 website.  The  combination of SharePoint and Ontolica resulted in significantly reduced query times, efficient navigation, expanded social  networking, and inline previews on all documents.  Ontolica’s tight integration with SharePoint, utilization of SP search serves as a  backbone, extreme flexibility supported a synchronized deployment of SharePoint 2010 with Ontolica to replace AANA’s legacy CMS.   In addition to the referral and a live success case on isaca.org, AANA’s systems integrator, SusQTech, worked closely with the  Ontolica solution in the past and supported a strategic recommendation for implementation.                                                     SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 6.                           DEPLOYING SHAREPOINT 2010 AND ONTOLICA  Implementation of SharePoint 2010 with Ontolica to aana.com was a closely coordinated effort between AANA, SusQTech, and  SurfRay.  SusQTech was tasked to coordinate the migration from Ektron to the new SharePoint platform.   Through close  collaboration, SusQTech worked with AANA for environment planning, installation, top level structure configuration, and branding of  SharePoint.  In tandem, SurfRay assisted with search requirement planning, developing a roadmap for immediate results as well as  long‐term metadata nurturing, and search user interface customization. Utilizing SharePoint 2010 and Ontolica, SurfRay provided  top tier product training, guided solution installation, and configuration assistance.  In a unique change to traditional ISV offerings,  these services are included as standard support to all Ontolica users.  SHAREPOINT 2010 AND ONTOLICA GO LIVE ON AANA.COM  The release of AANA’s new website and search center was a clear success!  Content editors were now able to easily improve the  search user experience without dependence on IT.  Site visitors can now find the content they were looking for in a fraction of the  time with optimized search and full document preview.  The ability to preview content from mobile devices further delivered on  AANA’s mission to make it’s services more accessible.  Across the organization demands were lessened to become information  retrieval experts and more time could be dedicated to mission critical and community focused objectives.                                                                                  SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747   
  • 7.   SharePoint Search Result Page with Ontolica Enterprise Search and Ontolica Search Preview                   #1 Quick filter buttons  #6 Automatic first page preview  #2  Intelligent search suggestions  #7 Customizable refiners  #3 Numbered refiners  #8 Magnified preview with hit‐highlighting  #4 Ability to jump to the most relevant pages in the  #9 Full document preview on the fly       document       (Supports over 500 file types)  #5 inDocument search  #10  Hyperlink to easily share the document with  others                                               SurfRay Inc. 5201 Great America Parkway, Suite 320, Santa Clara, CA 95054 *** Ph: 800‐625‐1175 ** Fax: 866‐906‐9747