Concept Searching ConceptClassifier For SharePoint

Martin Garland
President Concept Searching Inc.
(703) 531-8567
marting@conceptSearching.com

Agenda

Concept Searching Corporate Overview
Solutions
Enterprise Content Management
Compliance
Data Privacy & Security (PHI, PII)
Concept Searching Technologies
Summary
Success Stories
Contacts & Useful Links

Concept Searching • Martin Garland • (703) 531-8567 • marting@conceptsearching.com

Concept Searching

Company founded in 2002
 Product launched in 2003
 Focus on management of structured and
unstructured information

 Locations: UK, US, & South Africa

Client base: Fortune 500/1000 organizations

Microsoft Enterprise Search ISV , FAST Partner

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


Enterprise Content Management
Enterprise Content Management
 Any large enterprise in both public and private sector
 Any enterprise that is heavily dependent on knowledge
assets (Legal, Services)
 Any enterprise where they must access content from
diverse repositories
Differentiators
 Far less costly as opposed to alternative solutions
 Faster deployment
KNOWLEDGE WORKERS
 Strong ROI
CHALLENGES
 Unique Technology
~ 15% of their time is spent duplicating
Benefits
information.

 Improves business agility
~ 25% of their time is spent searching.
 Reduces the time spent searching for information
~ 40% can not easily find the information

they require to do their job. Eliminates the duplication of information
 Reduces costs associated with finding and managing
The cost to a 500 employee company is
$2.4 million per year in inefficiencies content
and lost productivity.
Gartner Group


Data Privacy & Security (PHI, PII)
Data Exposures
Any enterprise regulated by external agencies
or where compliance is mandatory
Identifies Personally Identifiable Information
(PII) or Protected Health Information (PHI)

Differentiators
Augments ERM & Security solutions
DATA BREACHES & EXPOSURES
CHALLENGES Finds ‘unknown’ exposures residing on diverse
repositories
~ Average cost of a data breach is $6.3
Rapidly deployed
million and ranges from $225K to $35
million. Only solution available
Fully customizable to address any descriptor
~ Average cost per exposed record is
(i.e. credit card numbers, etc.)
$197 and ranges from $90-$305 per
record.

Benefits
~ 70% of breaches were due to a mistake
or malicious intent by an organization’s Protects the organization from legal and
own staff.
financial repercussions
~ Healthcare provider - $7 million, TJX
Companies - $256 million, ValueClick -
$2.9 million.


Compliance & Records Management
Compliance & Records Management
Any enterprise regulated by external agencies
or where compliance is mandatory

Differentiators
Eliminates governance issues through
automatic classification of content in Microsoft
Office
Ability to automatically classify content from
diverse repositories
Integration with Microsoft Records Center
COMPLIANCE & RECORDS
MANAGEMENT CHALLENGES

Benefits
~ End user adoption is cited as the single
Reduces organizational risk by enabling the
most critical barrier to success.
retrieval of relevant information and
~ Enforcing governance at the desktop
identification of highly correlated content
requires time and money.
Ensures the long term usefulness of the
~ Non-compliance results when
records and reduces costs through generation of
documents are never subjected to
enterprise policies. compound term metadata
Protects the organization by eliminating end
~ Poor metadata makes it less useful to
user adoption issues
the organization and end user.


conceptClassifier for SharePoint

Semantic metadata generation, auto-classification
and taxonomy management
fully integrated with
SharePoint, Office and Microsoft Enterprise Search


Taxonomy & Compound Term Processing

Compound Term Processing
Semantic metadata automatically generated
from the organization’s own content and used as clues to build out the taxonomy
Hierarchical view of content
Content will be automatically classified to one or more nodes based on concepts within
the content
Reduces time to develop and build a taxonomy by as much as 80%

Automatic Classification & Metadata Tagging

Content is automatically tagged with semantic metadata and uploaded to SharePoint
Content is automatically classified to one or more nodes in one or more taxonomies
Documents are automatically classified to multiple categories
Editable 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


Edit Templates Feature for Content Types

Ability for end users to manually define metadata
values according to some portion of the taxonomies
defined
Easy to include Site Columns whose values are based
on taxonomy structures, but will be used for manual
classification


Navigation

Microsoft Enterprise Search can utilize highly relevant compound term metadata
Faceted navigation (integrated with Microsoft CodePlex)
Browsable taxonomy navigation via Concept Searching Web Part


Office Integration

Fully integrated with Microsoft Office & Exchange
Content automatically tagged with semantic metadata stored in custom properties
Content automatically classified to corporate or departmental taxonomies
Delivers governance at the desktop, ECM


Summary
Only statistical classification metadata generation tool in the
world that uses concept extraction and compound term
processing
• Proven to deliver the highest precision without the loss of
recall
Only meta-tagging and classification solution fully integrated
with:
• MOSS
•Microsoft Office
•Exchange
•Microsoft Enterprise Search
Extends the SharePoint platform (i.e. Windows Rights
Management, fully supports Content Types)
Fully respects SharePoint security
Full administration using standard SharePoint functionality
SOA compliant
Only fully integrated data privacy and security solution within
SharePoint
Rapidly deployed – no programming, can be installed in 30
minutes


Automated Classification, Taxonomy Development and
Management for SharePoint 2007

Microsoft Enterprise Search Incoming content is automatically
AutoClassifier
Microsoft Enterprise Search Is Used To classified into SharePoint properties
Search within Folders/Sites And and the taxonomy is displayed using
Taxonomies
Yields Highest Available Precision Due standard SharePoint navigation
to The Ability To Filter On The controls
Administration
Metadata Held In SharePoint
Properties
SharePoint Properties

Integration Outcomes
•One Index on Production Server
MOSS Server
•Integrated Auto-Classification
•Administered in MOSS MOSS upload & Admin Feature
•Compete Strategy Against Autonomy, etc… Classification Server
Properties Uploaded
To MOSS Data
Metadata Extraction & Taxonomies Built by
Source 1
Compound Term Processing SME, not IT Staff

SharePoint
Data
Indexer
2001
Source 2
Taxonomy Manager
Business
SharePoint
Data
Automated Classifier Data
2003
Source 3
Catalog

SharePoint Migration BDC Brings Back Data & Makes Web
Classification Server
Service Calls to Automated Classifier
Migrated Content Is Classified Against Taxonomies And
Held In A15
Folder For Verification Prior To Upload
To The Production Environment Staging Server Production Servers

Success Stories
Government, Healthcare, Life Sciences, Military
 $6.9 billion HMO, runs 75 hospitals and clinics providing care to over 2.6 million beneficiaries
 Knowledge Portal
 Over 27,000 unique terms, metadata, and compound terms generated
 66K+ users
 Identification of unknown privacy data exposures

Energy, Oil & Gas
 Integration with SharePoint Records Management
 Metadata tagging of legacy content

Government, Healthcare
 Used to power their 24/7 Customer Support Center
 Enterprise classification standard


Clients & Success Stories
Professional Services, SaaS, Legal, eDiscovery
 Offices in 130 countries and over 14K consultants
 Litigation services practice
 Semantic tagging of content within matters offering more precise retrieval

Food & Beverage, Manufacturing
 Enterprise classification in MOSS
 Had over 50K marketing documents estimated to take 1 year to manually classify
 Accomplished in 2 weeks

Legal
 International law firm with over 1,500 users and 4 million live matters
 Brokered search and classification across internal/external repositories
 ‘Know How’ and ‘Know Who’ portal applications
 Won International KM award for solution


Contacts
Martin Garland – President
+1 703 531-8567
marting@conceptSearching.com

Carla Mulley – VP Marketing
+1 412 567-4948
carlam@conceptSearching.com


Useful Links
Concept Searching Web Site
http://www.conceptSearching.com

conceptClassifier for SharePoint Product Information
http://www.conceptsearching.com/Web/UserFiles/File/conceptClassifier%20for%20Sh
arePoint%20Product%20Overview.pdf

Compliance
http://www.conceptsearching.com/Web/home/conceptsharepoint/markets/Complian
ce.aspx

Legal and eDiscovery
http://www.conceptsearching.com/Web/home/conceptsharepoint/markets/legal-and-
e-discovery.aspx

Records Management
http://www.conceptsearching.com/Web/home/conceptsharepoint/markets/records-
management.aspx

Webcasts
http://www.conceptsearching.com/Web/home/technology/webcasts.aspx

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Concept Searching ConceptClassifier For SharePoint

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