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SFAAA
Search - Find - Aggregate -
      Analyze - Act

HOW TO ACCESS ENTERPRISE
   DATA & DOCUMENTS




David L Chamberlain

   * Text Mining
   * Data Mining
   * Business Intelligence
SFAAA Applied to: Business
       Problems That Need Action

• Early stage target identification and product prioritization
• Predict the probability of success or failure for product
  development
• Provide near real-time understanding of the competitive landscape
• Exploit competitive advantage
• Monitor public sentiment, investor relations, and brand
  management
• Search and aggregate data and documents across multiple sources
  to build a business case
• And so much….. More!
SFAAA Overview

• SFAAA Functions – A single integrated process
   o   Search
         Query components
         Execute query components to gather targeted raw text and data
   o   Find & Extract
         Relevant data, documents, text
         Rule based text, data, content retrieval
   o   Aggregate
         Content organizing and reducing “noise”
         Taxonomy, categorization, classification
   o   Analyze
         Content relationships
         Analytic components – Relevance, mentions, sentiment, ranking
   o   Act
         Results – Reporting, graphing, visualization
SFAAA Improves Information Use
• Experts and power users to formulate relevant
  business questions
• Implement SFAAA methodology to perform
  the main process steps
 Search           Find           Aggregate    Analyze            Act


   Search Tools           Cleaning Tools     Analysis Tools    Reporting Tools
   Query Tools           Organizing Tools    Ranking Tools    Presentation Tools




• Answer business questions that need answers
  to…Quickly, Accurately, and with Quality
INFORMATION
 ANALYTICS
INTEGRATION
  PROCESS

SFAAA
Integrated Information Evolution
             PROCESSES
                                                             Decision                              Process
                                                             Support            SFAAA            Improvement
                  Applications
                                                              Text Mining          Analytics       Reports

  Standards based Architecture for
Development, Enterprise Framework,
  Componentization and Modeling                              Data and Document Integration


      Standardized Foundation
for Document and Data Metadata and
         Business processes



           Standardized                               Data and Document Management
           Document and
      Data Repositories Triage
                                                  Clinical
                             Spreadsheets
                                                                                Documents   Archived
                                                                                              Data               Project   Share
                                        WEB                  SAS        Paper                                              Point
                                                                                               Manufacturing
                                        SITES
                                                    DOCS                                          Data
                                                                                                               Email




                                                EXAMPLES - Source Data and Document Entry & Collection
Standardized Documents and Data
           Repositories Triage
                                                              Standardized Foundation
                                                        Document Management Repositories and
                                                              Data Repositories Triage

•   Build a comprehensive list of data and document content applications and
    underlying software, operating systems, databases and content repositories.
    (Include non-computerized sources!)
•   Document the amount and complexity of complete, disparate or fragmented
    data and document content that exists
•   Document who uses, operates and maintains each data and document content
    application
•   Understand each system’s requirements relative to electronic record, electronic
    signatures and compliance with regulatory mandates
•   Identify any underlying technology that is shared with out of scope applications
•   Identify all existing in-scope data and document repositories and related
    systems, at each global, enterprise, departmental, and individual levels; perform
    triage analysis to determine what should be integrated, retired, destroyed, or
    kept in legacy systems, and then document the migration plan
Standardized Documents and Data
                                                           Standardized Foundation
                                                     for Documents, Data and Metadata.
                                                Business process change and synchronization
                                                     of controlling master data & systems


•   Document and assess repository business rules and identify corrective
    action plan
•   Create information component maps for all in-scope business areas,
    data, documents, programs and application systems
•   Document and analyze current IT infrastructure capabilities, compare
    to preliminary requirements, perform gap analysis, and identify
    corrective action plan as needed
•   Create and document common metadata definitions
•   Document macro-level repositories, interface, infrastructure, storage,
    security, and access components
•   Review and gain agreement between business users, IS and
    management on design elements
•   Gain signoff and approvals of design elements and documentation
Standards Based Architecture
                                               Standards based Architecture for
                                              Development, Enterprise Framework,
                                                Componentization and Modeling


• Establish Design, Development, Architecture, Infrastructure and
  Modeling standards
• Establish standards for testing and validation
• Finalize detailed user and system requirements gathered earlier
• Create iterative prototype applications, training approach and
  validation components
• Signoff final designs for applications, training approach and validation
  components
• Develop and test system components
• Document new user processes resulting from new system
  components for business users and information services staff
• Train the Trainers on overall system
• Execute validation package

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SFAAA

  • 1. SFAAA Search - Find - Aggregate - Analyze - Act HOW TO ACCESS ENTERPRISE DATA & DOCUMENTS David L Chamberlain * Text Mining * Data Mining * Business Intelligence
  • 2. SFAAA Applied to: Business Problems That Need Action • Early stage target identification and product prioritization • Predict the probability of success or failure for product development • Provide near real-time understanding of the competitive landscape • Exploit competitive advantage • Monitor public sentiment, investor relations, and brand management • Search and aggregate data and documents across multiple sources to build a business case • And so much….. More!
  • 3. SFAAA Overview • SFAAA Functions – A single integrated process o Search  Query components  Execute query components to gather targeted raw text and data o Find & Extract  Relevant data, documents, text  Rule based text, data, content retrieval o Aggregate  Content organizing and reducing “noise”  Taxonomy, categorization, classification o Analyze  Content relationships  Analytic components – Relevance, mentions, sentiment, ranking o Act  Results – Reporting, graphing, visualization
  • 4. SFAAA Improves Information Use • Experts and power users to formulate relevant business questions • Implement SFAAA methodology to perform the main process steps Search Find Aggregate Analyze Act Search Tools Cleaning Tools Analysis Tools Reporting Tools Query Tools Organizing Tools Ranking Tools Presentation Tools • Answer business questions that need answers to…Quickly, Accurately, and with Quality
  • 6. Integrated Information Evolution PROCESSES Decision Process Support SFAAA Improvement Applications Text Mining Analytics Reports Standards based Architecture for Development, Enterprise Framework, Componentization and Modeling Data and Document Integration Standardized Foundation for Document and Data Metadata and Business processes Standardized Data and Document Management Document and Data Repositories Triage Clinical Spreadsheets Documents Archived Data Project Share WEB SAS Paper Point Manufacturing SITES DOCS Data Email EXAMPLES - Source Data and Document Entry & Collection
  • 7. Standardized Documents and Data Repositories Triage Standardized Foundation Document Management Repositories and Data Repositories Triage • Build a comprehensive list of data and document content applications and underlying software, operating systems, databases and content repositories. (Include non-computerized sources!) • Document the amount and complexity of complete, disparate or fragmented data and document content that exists • Document who uses, operates and maintains each data and document content application • Understand each system’s requirements relative to electronic record, electronic signatures and compliance with regulatory mandates • Identify any underlying technology that is shared with out of scope applications • Identify all existing in-scope data and document repositories and related systems, at each global, enterprise, departmental, and individual levels; perform triage analysis to determine what should be integrated, retired, destroyed, or kept in legacy systems, and then document the migration plan
  • 8. Standardized Documents and Data Standardized Foundation for Documents, Data and Metadata. Business process change and synchronization of controlling master data & systems • Document and assess repository business rules and identify corrective action plan • Create information component maps for all in-scope business areas, data, documents, programs and application systems • Document and analyze current IT infrastructure capabilities, compare to preliminary requirements, perform gap analysis, and identify corrective action plan as needed • Create and document common metadata definitions • Document macro-level repositories, interface, infrastructure, storage, security, and access components • Review and gain agreement between business users, IS and management on design elements • Gain signoff and approvals of design elements and documentation
  • 9. Standards Based Architecture Standards based Architecture for Development, Enterprise Framework, Componentization and Modeling • Establish Design, Development, Architecture, Infrastructure and Modeling standards • Establish standards for testing and validation • Finalize detailed user and system requirements gathered earlier • Create iterative prototype applications, training approach and validation components • Signoff final designs for applications, training approach and validation components • Develop and test system components • Document new user processes resulting from new system components for business users and information services staff • Train the Trainers on overall system • Execute validation package