Anyone can tag a document, but that is the problem. People will tag with varying degrees of accuracy, or worse still, with no accuracy. If documents are tagged accurately, then controlling and managing unstructured documents correctly is made possible. This session will review the pitfalls of manual tagging, and demonstrate the current capabilities of automatic document classification. It will also explore how intelligent metadata solutions benefit business operations, by improving migration, records management, deduplication and search.

1. © Concept Searching 2016
Taxonomy and Tagging –
Manual Tagging Does Not Work
Paul Billingham
Director of Sales, Europe
Concept Searching
paulb@conceptsearching.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch

2. © Concept Searching 2016
• 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
• 9 years KMWorld ‘100 Companies that Matter in Knowledge Management’
7 years KMWorld ‘Trend Setting Product’
• Authority to Operate enterprise wide US Air Force, NETCON US Army,
and Canadian SLSA
• Locations: US, UK, and South Africa
• Client base: Fortune 500/1000 organizations
• Microsoft Gold Certification in Application Development,
Microsoft Business-Critical SharePoint program partner
• Smart Content Framework™ for Information Governance comprising
• conceptClassifier for SharePoint and conceptClassifier for Office 365
• Concept Searching Technology Platform and conceptClassifier Platform
• Add on – conceptTaxonomyWorkflow and conceptClassifier for OneDrive for Business
The Global Leader in
Managed Metadata Solutions

3. © Concept Searching 2016
Agenda
• What is the problem with metadata?
• Unique concept-based approach
• The manual approach to tagging
• Business benefits and customer examples
• Demonstration of conceptTaxonomyManager
• Adding clues
• Adding sub nodes
• Summary

4. © Concept Searching 2016
What Problem Do We Solve?
It’s all about metadata….
“The metadata infrastructure provides the critical glue that binds
the information infrastructure to the underlying IT infrastructure.
Sound information governance practices would take advantage
of the metadata infrastructure to ensure that content and data
are managed consistently and adhere to written policies, across
on-premise and cloud based environments.”
2010 IDC Digital Universe Study

5. © Concept Searching 2016
Concept Searching’s technology platforms deliver semantic
metadata generation, auto-classification and
taxonomy management, and taxonomy workflow
What Do We Do?
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
The platform is based on an open architecture with all APIs
based on XML and Web Services. It integrates with content
repositories, search engines and file shares, enabling our
clients to add structure and manage their enterprise
content, regardless of environment

6. © Concept Searching 2016
• Concept Searching’s unique statistical concept identification underpins all technologies
• Multi-word suggestion is explicitly more valuable than single term suggestion algorithms
Concept Searching has a unique approach to ensure success
• conceptClassifier for SharePoint will generate conceptual
metadata by extracting multi-word terms that identify
‘triple heart bypass’ as a concept as opposed to single keywords
• Metadata can be used by any search engine index or any
application/process that uses metadata
Concept Searching
provides Automatic
Concept Term Extraction
Triple
Baseball
Three
Heart
Organ
Center
Bypass
Highway
Avoid
Unique Approach

7. © Concept Searching 2016
Manual Tagging is a Behavior Modification Problem
conceptClassifier automates the tagging process to remove the behavior
modification problem of manual tagging for governance, findability and
migration
• Increases productivity, improves
‘findability’, automates ‘governance’,
and migrates content
• Organizes intellectual assets and
provides a factor of improvement for
end users to find company information
with an automated tagging approach
for any search platform
• Improves ability to target content
through EMM/TS with SharePoint
• Improves SharePoint Portal Adoption
• Aligns content with governance polices
and federally mandated requirements
• Intelligently migrates content into and
out of SharePoint
• Mitigates risk
• Reduces federal governance, corporate
information policy, and personally
identifiable information exposures while
improving eDiscovery audit capabilities
and ensuring alignment with content
retention policies
• Lowers cost of administration
• Leverages native integration to
Microsoft stack, manages migration of
GUIDs
• Lowers cost of ownership to build out
and administer EMM/Term Store
• Intelligent content migration
• Intuitive user interface for easy product
adoption

8. © Concept Searching 2016
93% of Organizations Still Use Manual Tagging
Issue Organizational Impact
Inconsistent Less than 50% of content is correctly indexed, meta-tagged or
efficiently searchable rendering it unusable to the organization (IDC)
Subjective Highly trained information specialists will agree on meta tags between
33%-50% of the time (C. Cleverdon)
Cumbersome – expensive Average cost of manually tagging one item runs from $4 - $7 per
document and does not factor in the accuracy of the meta tags nor the
repercussions from mistagged content (Hoovers)
Malicious compliance End users select first value in list
(Perspectives on Metadata, Sarah Courier)
No perceived value for end user What’s in it for me? End user creates document, does not see value
for organization nor risks associated with litigation and
non-conformance to policies
What you have seen Metadata will continue to be a problem due to inconsistent human
behavior
Manual Approach Leads to Failure

9. © Concept Searching 2016
• Upload documents
• Automatic classification (IPSV Taxonomy)
• Routing based on the classification (FOUO, PII, ITAR, RM)
Office 365 Screen Shot

10. © Concept Searching 2016
USAF Human Performance Clearinghouse
GOAL: Leverage Existing USAF, AFDW, and AFMS License Agreements to
Enable IM, RM, and Privacy and Security Compliance
Requirements
• DoDD 8320 (Data Sharing in a Net-Centric DoD)
• DoDD 5015 (Records Management)
• USAF Privacy Act Program & HIPAA
• Freedom of Information Act (FOIA)
Distribution Statement A: Approved for public release; distribution is unlimited.
311 ABG/PA No. 09-488, 16 Oct 2009
MigrationMigration
Data Privacy
Records Management
Search
eDiscovery & FOIA
Distribution Statement A: Approved for public release; distribution is unlimited.
311 ABG/PA No. 09-488, 16 Oct 2009

11. © Concept Searching 2016
Business Drivers Achieved
• Three areas
• Business Impact
• IT Impact
• Process Impact
• Most enterprises will
see highest ROI from
Process Impact
Business Impact (Money, Agility, Strategy)
IT Impact (Solution)
Process Impact (Time)

12. © Concept Searching 2016
Metadata Enabled Solution Deployments Deploying Metadata
Tags for Security, Retention, PII, and Intelligent Migration
• NATO
• Metadata driven intelligent search
• Metadata driven document security
• US Air Force – on APL with current ATO
Enterprise Deployment NIPR and SIPR – DoD
• AFMS Knowledge Exchange (2005) PII Identification
• 711th Human Performance Wing (Air Force Research
Lab) (2004) Metadata driven program Management
• 88th Medical Group (Wright-Patterson AFB) Metadata
driven PII 7 PHI identification for JCAHO compliance
• Enterprise Information Services PEO/ Metadata driven
Records identification and tagging
• OppenheimerFunds
• Legacy data cleansing
• Metadata driven intelligent migration and routing of
content
• Metadata enabled intelligent search
• eDiscovery and compliance
• EY – Professional Services
• Metadata driven intelligent search
• Intelligent migration
• Metadata driven sensitive information identification
• Government Communications Security Bureau (NZ)
Intelligence Community
• Metadata driven intelligent migration and routing of
content to analysts from web and file Share sources
• Metadata enabled intelligent search
• Metadata driven document security
• Southern Union Company – Oil and Gas
• Metadata driven intelligent migration of content
• Metadata driven Records identification and tagging
• Metadata driven PII
“Concept Searching’s ability to identify concepts, as opposed to traditional single
word classification, creates more accurate metadata and can be deployed in a
variety of business scenarios based on the needs of the enterprise.”
Jared Spataro, General Manager, Microsoft Office

13. © Concept Searching 2016
conceptTaxonomyManager Demonstration
• Review how the clues classify documents (fuzzy phrase matching)
• Add a new node, add new clues (automatic clue suggestion)
• Build additional sub nodes that are relevant to the business

14. © Concept Searching 2016
Situation:
• Global development organisation
• Key information in multiple places in multiple systems - in over
93,000 records and library entries
• Corporate portal, built on a SharePoint platform, needed to be a
window onto the data to enable up to 1,500 employees access to
information
Challenge:
• An efficient way of capturing and compiling information throughout
the lifecycle of the business
• From market intelligence to proposal development to project
implementation
Solution:
• conceptSearch and conceptClassifier for SharePoint
• Integrated solution with partner PPC
Benefits:
• Improved search results
• Increased findability
• Global data sharing
• Time saving
“Forty years, thousands of projects and
proposals, and tens of thousands of
contacts means that lots of information
resides in lots of different places.
Access to this information is key.
While no system will write a proposal for
us, conceptClassifier for SharePoint is
helping us to aggregate and focus on the
data that is most relevant to the task at
hand, pointing staff in the right direction
and helping them identify ‘what we know
and how we know it.’”
Steven O’Connor, Director of
Communications, DAI
Read the Case Study
Building Blocks
Metadata, Insight, Governance

15. © Concept Searching 2016
Situation:
• Internet based market intelligence products and services
• Reports from over 720 top publishers to deliver instant online
access to the most complete, current database of expert insights
• Research specialists have in-depth knowledge of publishers,
types of reports, and industries
Challenge:
• Reports classified manually
• Poor classification and search capabilities
• Numerous reports and categories
• Complicated, resource intensive, and time consuming processes
Solution:
• conceptSearch and conceptTaxonomyManager
Benefits:
• Increased efficiency
• Reduced costs
• Improved search quality
• Automation
“Concept Searching offered a very
compelling solution based on taxonomy
tools, clue-based suggestions, and the
capability of integrating within our own
existing framework. And the introduction
of their tools with our architecture greatly
increased both the quality and quantity of
reports for our clients.”
Valerio Zanini, VP of Technology,
MarketResearch.com
Read the Case Study
Building Blocks
Metadata, Insight, Governance

16. © Concept Searching 2016
Situation:
• Not-for-profit organization that contributes to the prevention and
cure of cancer
• More than 30,000 users
• Outpatient treatment programs that record more than 328,300
visits a year
Challenge:
• Portal to enable patients to access information relevant to their
specific health situations
• Accurate, medically sound, and secure information necessary
Solution:
• conceptClassifier, conceptTaxonomyManager,
Microsoft FAST Search
• Integrated solution with partner Aeturnum
Benefits:
• Accuracy of search
• Relevance of results
• Confidence in data
• Control and trust
“With more than 30,000 current users,
the MyMoffitt Patient Portal has seen
significant growth, and of the new
patients that come to Moffitt, 87%
register for a patient portal account. All
developments and enhancements are
about improving the patient experience.”
Jennifer Camps, Director of Portal
Technologies and Data Management,
Moffitt Cancer Center
Read the Case Study
Building Blocks
Metadata, Insight, Governance

17. © Concept Searching 2016
Situation:
• 23,000 registered users
• 800 virtual workspaces and communities of practice
• Share and disseminate mission critical information and technical
excellence
• Collaboration
Challenge:
• Poor search results
• No collaboration capabilities
• Security and control of content assets for each end user
Solution:
• Partner Triune Group provided the collaboration platform
• conceptSearch embedded into the solution
Benefits:
• Accuracy of search and relevant results
• Confidence in data
• Increase in quality of decision making
“With the integration of the
Concept Searching intelligent
search capability, Triune Group
was able to provide us with a
robust and scalable collaboration
tool that delivers not only powerful
advanced searching capabilities,
but also a controlled and secure
environment.”
Brian Follen
NASA Safety Center (NSC)
KnowledgeNow Program Manager
Read the Case Study
Building Blocks
Metadata, Insight, Policy, Governance

18. © Concept Searching 2016
Situation:
• RMDA provides oversight and program
management for the Army’s Records
management program
• Post Traumatic Stress Disorder Case support
Challenge:
• Large workload and backlog
• Content spread across databases, file systems, embedded emails,
TIFF files, etc.
• Ability to control classified and un-classified information
Solution:
• Integrated solution by partner COMPU-DATA International
• Combined their DAF product with Concept Searching technology suite
• conceptSearch, conceptClassifier, conceptTaxonomyManager
Benefits:
• Terabyte size data store support
• Scalable architecture to meet future needs
• Increased productivity
• Centralized data standardization
“The RMDA can now easily load
millions of records and
automatically classify these
against multiple taxonomies
simultaneously, while having the
ability to easily expand the system
configuration through its modular
and scalable architecture.”
Read the Case Study
Building Blocks
Metadata, Insight, Governance

19. © Concept Searching 2016
Situation:
• One of the largest and most respected investment management
companies
• $163 billion in assets and over 11 million shareholder accounts
• Highly regulated industry
Challenge:
• Standardize on SharePoint 2010 and FAST
• Automatically tag unstructured content
• Manage content through taxonomies
• Native integration with SharePoint 2010
• FAST integration
• Assist with migration from MOSS
Solution:
• conceptClassifier for SharePoint
Benefits:
• Cleanse content existing in multiple repositories during migration
to SharePoint 2010
• Eliminate subjective end user tagging
• Improve search results
• Native integration with the SharePoint 2010 Term Store
Building Blocks
Metadata, Insight, Policy, Governance

20. © Concept Searching 2016
Situation:
• Business and technology service company headquartered
in the UK
• 41,000 users (now 70,000)
• Now CGI
Challenge:
• Inability to find and re-use content
• Eliminate manual tagging
• Improve search results
Solution:
• conceptClassifier for SharePoint
Benefits:
• Competitive advantages
• Ability to find relevant information
• Ability to re-use published information
• Eliminate end-user tagging to improve consistency
• Content automatically classified to one or more taxonomies
“The ‘Logica Library’ is Logica’s global
publishing repository. It’s organised into
different sections, e.g. Marketing Collateral,
Reference Stories, Bid Knowledge etc, and
allows staff to publish documents for
re-use. Concept Searching automatically
classifies content using Logica’s global
taxonomies. This provides non-subjective
tagging of content using standard terms,
and means that when Logica changes its
taxonomy structure (e.g. to add emerging
markets or technologies), there’s no need
to manually re-visit/re-tag content.”
Pete Blundson,
Group KM Programme Manager, Logica
Building Blocks
Metadata, Insight, Enterprise 2.0

21. © Concept Searching 2016
Thanks to the Sponsors!

22. © Concept Searching 2016
Thank You
Paul Billingham
Director of Sales, Europe
Concept Searching
paulb@conceptsearching.com
www.conceptsearching.com
marketing@conceptsearching.com
Twitter @conceptsearch