This engaging and thought-provoking bird’s-eye view of projects your SharePoint and Office 365 colleagues are working on, their priorities and future initiatives, and what’s been put on the back burner. What did the survey respondents tell us? • Hybrid search is perceived as a nice-to-have feature, but not something organizations will be using to address their priority of improving search. • Collaboration is this year’s must-have, while text analytics and social business applications are at the bottom of the priority list. • Enterprise search and content lifecycle management have become high priorities, yet 91% of organizations still perform manual tagging. • Critical business applications, such as records management, enterprise metadata management, eDiscovery, and security, are most often managed on-premises. • Security is still the primary concern, but its importance has decreased from 59% last year to 40% this year.

1. © Concept Searching 2017
SharePoint and Office 365 State of the
Market Survey Results Webinar
Carla Mulley
Vice President of Marketing
Concept Searching
carlam@conceptsearching.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch

2. © Concept Searching 2017
Carla Mulley – Vice President of Marketing at Concept
Searching has spent the past twenty years concentrating on
metadata, auto-classification, and taxonomy technologies.
She provides the strategic marketing direction and tactical
oversight of the Concept Searching product suites, and began
her career at IBM as an advisory system engineer, focusing on
mid-range solutions to medium and large accounts.

3. © Concept Searching 2017
Agenda
• Who We Are and What We Do
• 2016 Survey Parameters
• Microsoft
• Infrastructure, Migration
• Cloud Adoption
• Connectivity
• SharePoint Online
• Competitive
• Metadata
• Auto-classification, Taxonomies
• Priorities
• Collaboration, Search, Security, Content Lifecycle Management
• File Shares
• Exchange

4. © Concept Searching 2017
• Company founded in 2002
• Product launched in 2003
• Focus on management of structured and unstructured information
• Profitable, debt free
• Technology Platform
• Delivered as a web service
• Automatic concept identification, content tagging, auto-classification,
taxonomy management
• Only statistical vendor that can extract conceptual metadata
• 8 years KMWorld ‘100 Companies that Matter in Knowledge Management’
8 years KMWorld ‘Trend Setting Product’
• Authority to Operate enterprise wide US Air Force, NETCON US Army,
and Canadian SLSA
• Client base: Fortune 500/1000 organizations in Healthcare,
Financial Services, Manufacturing, Energy, Professional Services,
Pharmaceutical, Public sector and DoD
• Microsoft Gold Certification in Application Development
• Member of SharePoint PAC and TAP programs
• Deployed as a full trust Add-in for all versions of SharePoint on-premises
and SharePoint Online including the latest vNext dedicated platform and the
government cloud
The Global Leader in
Managed Metadata Solutions

5. © Concept Searching 2017
Concept Searching’s technology platforms deliver
semantic metadata generation, auto-classification and
taxonomy/Term Store management, and are fully
integrated with all versions of SharePoint on-premises,
Microsoft Online/Office 365, and OneDrive for Business
What Do We Do?
These infrastructure platforms integrate not only with
SharePoint but also other content repositories, search
engines and file shares, enabling our clients to add
structure and manage their enterprise content,
regardless of environment
The resulting classification metadata is used by clients
to deliver ‘intelligent metadata solutions’ in areas such
as enhanced search, migration, data privacy, records
management, policy enforcement, compliance, text
analytics, and business and social collaboration

6. © Concept Searching 2017
Survey History
• Survey going into its fifth year
• Often ask the same questions
• Add new questions based on
media and analyst views
• Client feedback
• Compile the questions
• Deliverable is a white paper

7. © Concept Searching 2017
SharePoint and Office 365 State of the Industry Survey
• Concept Searching’s fourth annual survey
• Conducted from March 2016 to June 2016
• 413 unique responses
• Survey was available via social, news, and the
Concept Searching website
• Survey was not sent to clients or prospects
• Objectives
• SharePoint infrastructure, application priorities, use of
metadata, and SharePoint Managed Metadata Services
• Current or projected use of Office 365, OneDrive for
Business, SharePoint Online and associated applications
• Questions were multiple choice and respondents could select
more than one response, therefore numbers do not add up to
100%
• Numbers have been rounded up or down
• Maintained vendor neutrality

8. © Concept Searching 2017
Microsoft
“Thus, the gulf between on-premises and the cloud has never been
wider, and – despite Redmond’s recent improvements – any hybrid
strategy will require custom code and ongoing frustration to succeed.
To be sure, Office 365 will start to offer ‘portal’ applications in 2016, but
these are likely to be highly preconfigured products, rather than
traditional SharePoint development environments.”
Evaluating SharePoint, Real Story Group

9. © Concept Searching 2017
SharePoint Versus Office 365
• Microsoft’s baby is Office 365
• Sometimes to the neglect of SharePoint
• SharePoint 2016 – A whimper not a bang
• Who’s moving to SharePoint 2016?
• 24%
• SharePoint Online has grown by 38%
• Identity struggle
• Platform
• Content Management
• Portal Development

10. © Concept Searching 2017
SharePoint Versus Office 365
• Plug and Play versus Azure
• Why reinvent the wheel for the cloud?
• Office 365 Security and Compliance Center
• Good enough?
• eDiscovery
• Lightweight
• Good for organizations without a lot of
litigation needs
• Records Center
• Despite DoD 5015.2, raises a red flag
• Custom extensions usually required
• Security

11. © Concept Searching 2017
Version of SharePoint Installed
2015
2016
• Some are still clinging to
SharePoint 2007
• SharePoint 2013 picked up the
lion’s share (53%) followed by
SharePoint Online/Office 365 (50%)

12. © Concept Searching 2017
Migration
“Did you know that 69% of
information can, and should,
be deleted?”
Compliance, Governance and
Oversight Council (CGOC)

13. © Concept Searching 2017
Cloud Adoption

14. © Concept Searching 2017
Cloud Adoption
Why the Cloud?
Connectivity
Save Money • 52% have experienced business growth
• Agility
• Reduced expenses
• Customer experience
• Capital expenditure change
• Productivity
• Collaboration
• Innovation

15. © Concept Searching 2017
Connectivity
• Mobile is the Achilles’ heel for Microsoft
• Mobile digital media is now outpacing
desktop usage
• By 2020 there will be more than 5.4
billion active smartphones
• The rise of advanced, PC-grade mobile
malware, innovative fraud schemes,
such as SIM swap fraud, and fraudsters’
increasing use of mobile devices in
cross-channel attacks pose a significant
threat
“Mobile threats and malware
are still in their infancy, and the
risk isn’t significant enough yet.
It’s time to think again.”
Real Story Group

16. © Concept Searching 2017
Why SharePoint Online?
• Why SharePoint Online/Office 365
(2016)
• Collaboration
• Reduced Costs
• Remote User Access
• Mobile Connectivity
• Why SharePoint Online (2015)
• Content Management
• Content Lifecycle Management
• Collaboration

17. © Concept Searching 2017
Why Not SharePoint Online?
• Why Not SharePoint Online (2016)
• Non-approved Applications
(99%)
• Admin and Maintenance (95%)
• Compliance (79%)
• Security (40%)
• Why Not SharePoint Online (2015)
• Security (59%)
• Integration (37%)
• Compliance (30%)

18. © Concept Searching 2017
Use of Competitive Applications
Evaluation of Competitive Products
• Business critical applications stay
in-house
• Security
• Content Lifecycle Management
• eDiscovery
• Enterprise Metadata Repository
• Information Governance
• Records Management
Evaluation of Competitive Cloud Products
• Collaboration
• Social Tagging
• Text Analytics (Narrowly)

19. © Concept Searching 2017
Metadata
“It is simply not realistic to expect broad sets of employees to navigate
extensive classification options while referring to a records schedule
that may weigh in at more than 100 pages.”
Forrester Research/ARMA International Survey

20. © Concept Searching 2017
Metadata
Metadata Tagging
• Manually – 2016 – 91%
• Manually – 2015 – 94%
• Manually – 2014 – 97%
• 15.5% are looking at classification software
• Only 9.6% actually use classification software
• Erroneous
• Subjective
• First Option
• Haphazard
• Blank
• Risky

21. © Concept Searching 2017
Taxonomy
IDC estimates that return on investment for extending an
organization’s knowledge infrastructure ranges from a minimum of
38% to as much as 600%.

22. © Concept Searching 2017
Taxonomy
Automation
• Majority have no tool
• 15.5% of tools are internally
developed
• Most likely a spreadsheet
Not looking at a
solution any time soon

23. © Concept Searching 2017
Who’s In Charge?
• Combo is best approach
• Half day per week is nominal
• Do want subject-matter experts
able to manage the taxonomy
• Number of people dependent on
amount of content
• Number of changes required

24. © Concept Searching 2017
Managed Metadata Service
• User adoption hasn’t been
overwhelming
• 37.2% will be using in SharePoint
Online and on-premises
• 22.2% will use only on-premises
versus 19.4% in SharePoint Online

25. © Concept Searching 2017
Term Sets
Applications
• Search
• Records Management
• Content Lifecycle Management
• Information Governance
• Enterprise Metadata Repository
• Humans will make mistakes
• Potentially inaccurate
• Manually time-consuming
• Poor metadata

26. © Concept Searching 2017
Workflows
“As complexity of workflow increases, you will need to use other tools
to model those workflows, and you will probably need multiple tools,
including Visio, Visual Studio, and perhaps even the Workflow SDK.
Depending on your technical skills and licensing arrangements, this
could be cumbersome and expensive.”
Real Story Group

27. © Concept Searching 2017
Workflows
Workflows
• Collaboration
• Search
• Content Lifecycle Management
• Records Management

28. © Concept Searching 2017
Application Priorities

29. © Concept Searching 2017
Application Priorities
Recurring Themes
• Collaboration
• Search
• Security
• Content Lifecycle Management

30. © Concept Searching 2017
Collaboration
Collaboration
• Collaboration was one of the
highest priorities
• Communicating using any device
• Real-time co-authoring
• Team Sites
• Shared calendars
• Skype
• Office 365 groups
• Video
• Instant messaging
• Social networking

31. © Concept Searching 2017
Enterprise Search
“By itself the search function has limited value. The real value of search
and information access technologies is in the ongoing efforts needed to
establish effective taxonomies, to index and classify content of all
kinds, in order to provide meaningful results.”
Tom Eid, Research Vice President – Gartner Group

32. © Concept Searching 2017
Enterprise Search
Except for 48.10%
everyone is happy with
SharePoint search

33. © Concept Searching 2017
Hybrid Search
Somewhat Surprising
• 38.7% Extremely Important
• 39.7% Nice to have
• 21.6% Not important

34. © Concept Searching 2017
Security
According to Osterman Research, 95% of business users primarily
communicate via email. Of emails sent, 98% were sent with attachments.
Secure? Highly doubtful. Mobile devices and BYOD have unlocked a
hornets' nest and put security of confidential information at risk.
Osterman Research

35. © Concept Searching 2017
It’s Not All Pie in the Sky

36. © Concept Searching 2017
Security
• False sense of security?
• Is after the fact good enough?
• Is real time important?
• BYOD and BYOA have blurred
personal versus business
• Personal applications,
email, unsafe websites

37. © Concept Searching 2017
Enough Said
According to the Office 365 Adoption and Risk Report by Skyhigh
Networks, the average company uploads 1.37TB of data to Office 365
each month, and 17.4% of the documents uploaded contain
sensitive data. The average organization experiences 2.7 threats each
month within Office 365. For example, the average enterprise has 204
files that contain the word ‘password’ in the file name stored in
OneDrive for Business – an increase from 143 files in Q3 2015.
Skyhigh Networks, Office 365 Adoption and Risk Report

38. © Concept Searching 2017
Content Lifecycle Management
• SharePoint has
experienced
growth as a
document
management
system
• Most ECM and
DM solutions are
out of date
• Cloud has
changed the
playing field
Document
Management
Content
Management
Enterprise
Content
Management
Content
Management
Lifecycle

39. © Concept Searching 2017
Content Lifecycle Management
Create Capture Store Version
Index Manage Cleanse Distribute
Publish Search Preserve Archive
Delete

40. © Concept Searching 2017
File Shares
“Fragmented data living outside the company network not only hinders
business management, but is subject to staggering compliance and
security risks.”
Orlando Scott-Crawley, Director of Technology Marketing – Mimecast

41. © Concept Searching 2017
File Shares
Growth and Erosion
2015
2016

42. © Concept Searching 2017
File Shares
• All valid reasons
• 56% of end users don’t
know if there is a
corporate policy on
using your own
application
• 14% are not sure
• 90% of cloud applications aren’t enterprise grade
• The average organization has 600+ cloud applications
• 72% have no idea how big an issues
• 10x worse than the IT team imagines
Cloud Adoption, Practices, and Priorities Survey – Skyhigh Networks

43. © Concept Searching 2017
Exchange
• 45.1% are already using
• 15% plan to use
• Very little or no competition

44. © Concept Searching 2017
Our White Papers
Visit the White Papers area of our Knowledge Center on our website
• See our annual survey results in the SharePoint and Office 365
State of the Market White Papers
• Read our Thought Leadership White Papers
• Explore our Technology White Papers
• Discover our SharePoint White Papers

45. © Concept Searching 2017
Next Expert Webinar
The Nuts and Bolts of Metadata Tagging and Taxonomies Made Easy
Wednesday, February 8th 2017
Register
Taxonomies are often thought of as hard to use and needing specialized
applications or IT skills.
Join Michael Paye, our Chief Technology Officer, to see how taxonomies,
auto-classification, and multi-term metadata generation unburden the IT
team, eliminate end user tagging, and empower business users.
Read more and register in the Upcoming Webinars area of our website

46. © Concept Searching 2017
Thank You
Carla Mulley
Vice President of Marketing
Concept Searching
carlam@conceptsearching.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch