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Creating a Unified View of Business Critical Information with SharePoint and Search

Creating a Unified View of Business Critical Information with SharePoint and Search. Guy Mounier CEO BA Insight. Jeff Fried CTO BA Insight. Unified View. Deliver relevant information. The world of information at your Fingertips. The right information at the right moment to make

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Creating a Unified View of Business Critical Information with SharePoint and Search

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  1. Creating a Unified View of Business Critical Information with SharePoint and Search Guy Mounier CEO BA Insight Jeff Fried CTO BA Insight

  2. Unified View Deliver relevant information The world of information at your Fingertips The right information at the right moment to make decisions

  3. SharePoint is a platform meant to be extended… Data Presentation Search Makes the Connection!

  4. Who We Are - The Speakers Jeff Fried, CTO, BA Insight Previously VP Advanced Solutions for FAST, then Search Product Manager for Microsoft Based in Boston, MA, USA Technet Column: “A View from the Crawlspace” Twitter: @jefffried Guy Mounier, Founder & CEO, BA Insight Consulting background in ERP and BI. CTO at Fortune 100 Company prior to co-founding BA Insight. Based in New York City, USA Blog: BAinsight.com/Blog Twitter: @BAinsight

  5. Demo Unified View Example

  6. Outline

  7. Top business challenges we hear about Diverse User Requirements Information Explosion Data in Silos • Discrete Roles • Diverse Systems • Varied functions • Lack 360° view of info • Unstructured Data • Un-Organized • Un-Categorized • Exponential Growth • 100+ Systems • No Interconnect • Difficult to find info • Frustration

  8. Unified View feeds many Search-Based Applications Asset Tracker Customer 360 Expertise Finder Search Driven Unified View Research Portal Analyst Workbench • Any Data Source • Any Data Type • Any Device • Intuitive • Interactive • Targeted • Dynamic Big Data Cloud Unified Index Data Bases ERP Web Email ECM CRM

  9. Demo Unified View at BA Insight: Across O365, TFS, Web Site, SharePoint, ….

  10. Information and application silos Marketing Sales Consulting Procurement Production Research Support HR / Legal Siloed UI Applications ContentSilos

  11. Introducing "Paul" from SupportCustomer support – the hard way Time CRM DB CMS Agreements Wikis and blogs Intranet Issue DB 82 minutes 7 minutes 10 minutes 5 minutes 15 minutes 20 minutes 15 minutes 10 minutes

  12. Introducing "Paul" from SupportCustomer support – the hard way Time 82 minutes 7 minutes 10 minutes 5 minutes 15 minutes 20 minutes 15 minutes 10 minutes • Challenges; • Time to resolution = Cost • Quality on solution and cost of reworking information • Customer satisfaction • Frustration

  13. With Unified ViewCustomer support – the new way Time 1 minute 2 minutes 3 minutes Search platform CRM DB CMS Agreements Wikis and blogs Intranet Issue DB

  14. Demos Example Search Based Applications Based on a Unified View

  15. Unified View App for Legal

  16. It is a General App Pattern across Industries Research Portal Customer Service 360 Sales Manager View Client Matter 360 Intelligence Dashboard Analyst Workbench Click this link to see Screenshot Details

  17. New Class of Enterprise Apps, Powered by Search TotalView for Customer Service

  18. TotalView for Sales New Class of Enterprise Apps, Powered by Search

  19. New Class of Enterprise Apps, Powered by Search TotalView for Professional Services

  20. New Class of Enterprise Apps, Powered by Search TotalView for Research

  21. New Class of Enterprise Apps, Powered by Search TotalView for Intelligence

  22. Outline

  23. Unified View Architecture Presentation Layer Visual Refiners and Dynamic Dashboards Preview / Action on Documents + Data Query & Result Orchestration Alerting & Trending SearchMakes the Connection! Data Layer Auto-Classification Entity and Relationship Extraction Federating Connectors Indexing Connectors DataSilos External Web Sites SaaS/Office 365 ECM, Social Streams Email & Messaging Unstructured , Big Data Databases CRM/ERP Search engines

  24. 2 ways of creating a unified data layer • Indexing • Crawl content from an on-premise search farm • Provides uniform content processing, relevance, and latency • Requires higher bandwidth and footprint • Federation • Send queries to multiple search instances and combine the results • Lower bandwidth, small footprint, sometimes the only way possible • Only as good as the weakest link, tricky to combine results well

  25. What is an indexing connector? ConnectSecurely 1 SharePoint Map Content 2 Email Search Engine Feed Engine 3 File shares Find any changes 4 WebContent Connector Databases Enterprise Repositories

  26. Why is this hard? • Heterogeneous Data Models and System characteristics • Every system is different • Mapping to common metadata is essential for findability • Heterogeneous Security • Every system has different security and authentication models • User must see ONLY information they are entitled to, across all systems • Bandwidth and Performance • Lots of content!!! • Cross-site Bandwidth can still be expensive or limited • Source systems can be the limiting factor and need a ‘light touch’ • Usually MANY systems, not just a couple

  27. Demo Unified View at BA Insight: Across O365, TFS, Web Site, SharePoint, ….

  28. Indexing Connectors Unified Search Index Change Log Search Optimized API Security Mapping SharePoint / FAST Metadata Enrichment Targets SharePoint Libraries & Lists

  29. Aderant Practice Management Autonomy EAS / (Zantaz) Autonomy Worksite (iManage) Elite Prolaw EMC Documentum EMC eRoom HP Trim Context (TowerSoft) IBM Lotus Notes IBM Filenet P8 IBM Content Manager IBM DB2 IBM Filenet Content Services Most organizations have MANY enterprise systems; you can surface all these in SharePoint • Oracle Databases • Oracle CMS/Stellent • Oracle WebCenter Interactive (PlumTree) • Practical Law • Real Practice • Salesforce.com/Force.com • SAP Business Suite • SAP DMS • SymantexEVault • Thomson Reuters West KM • Xerox DocuShare • IBM WebSphere • KnowledgeMillOnePlace • LexisNexis Interaction CRM • Microsoft Dynamics CRM • Microsoft Exchange • Microsoft Exchange Online • Microsoft SharePoint Online • Microsoft SQL Server • NetDocuments • Objective DMS • OpenText Hummingbird / eDocs DM • OpenTextLegalKEY / eDocs RM

  30. What is Federation? “Scatter-Gather” across multiple search engines Combined Result Set OOB in SharePoint 2013: Result Blocks With Partner Products: • interleaved by relevance order • Unified refiners for streamlined navigation and filtering Auto-generated refiners based on identity of source systems

  31. Cross-version Federation to SharePoint 2013 Scenario 1: Enabling operations across mixed farms • Unified view (and refinement) of all enterprise content • Get the SP 2013 Search Experience enterprise-wide as soon as first farm deploys

  32. Demo Federating across FAST Search for SharePoint and SharePoint 2013

  33. Hybrid Cross-Version Federation Scenario 2: Bridging SharePoint 2010 & SharePoint Online 2013 • Adopt SharePoint 2013 Online rapidly, without having to immediately upgrade on-premise • Get the SP 2013 Online search experience enterprise-wide as soon as Office 365 subscription commences

  34. Demo Federating across O365 (running SharePoint 2013) and SharePoint 2010

  35. Intelligent unification of the Search Results Interleaved results Merged refiners Augmented metadata How does the Federator combine results? Interleaves result sets across sources by relevance order Creates new source refiner on the fly Combines refiners (adding ones with the same value)

  36. Outline

  37. Unified View Architecture Presentation Layer Visual Refiners and Dynamic Dashboards Preview / Action on Documents + Data Alerting & Trending Query & Result Orchestration SearchMakes the Connection! Data Layer Auto-Classification Entity and Relationship Extraction Federating Connectors Indexing Connectors DataSilos External Web Sites SaaS/Office 365 ECM, Social Streams Email & Messaging Unstructured , Big Data Databases CRM/ERP Search engines

  38. 1 Topic might be multiple sources 360° View results, apps, widgets Relevant tuned to the user community User leverage your knowledge

  39. The Key is Search-Driven Presentation ZAGAT Search Results Ratings Widget Advertising Graphical Navigation Map

  40. Demo Search-Driven Presentation

  41. Medical Research Portal Logo Welcome User | Title Site Navigation Search Tag Cloud Keywords, Taxonomy, Synonyms, Definitions Document Histogram Technical Documents Product Marketing Documents External Sources

  42. WelcomeMatteo Di Tomasso | Vice President, Research Informatics  Products Symptoms Compounds Research 360° My Lab Notebook All Scientific Journals NIH Medline Scirus FDA heart disease lipitor Heart Disease  MeSH Cloud Scope Note: Pathological conditions involving the HEART including its structural and functional abnormalities. See Also:Neurocirculatory Asthenia, Myocardial Infarction Keywords: angina, high blood pressure, hypertension, ischemic heart disease, acute myocardial infarction, atherosclerosis, hypercholesterolemia, lipoprotein, low-density lipoprotein, LDL Taxonomy: Diseases (1,442,487) Carcinoid Heart Disease Cardiac Tamponade Cardiomegaly Cardiomyopathies Endocarditis Heart Aneurysm Heart Arrest Heart Defects, CongenitalHeart FailureHeart Neoplasms Heart Rupture Heart Valve Diseases Myocardial Ischemia Pericardial Effusion PericarditisPneumopericardium Pulmonary Heart DiseaseRheumatic Heart Disease Ventricular Dysfunction Ventricular Outflow Obstruction    Cardiovascular Diseases (8,322) Heart Diseases (1,387)  Document Histogram  1997 2001 2006 2011 Product Marketing Technical Documents Medline Journals    Triad of Metabolic Syndrome, Chronic Kidney Disease, and Coronary HeartDisease with a Focus on MicroalbuminuriaMicroalbuminuria develops in many patients with metabolic syndrome and may be an important correlate of chronic kidney disease and coronary heartdisease. Journal Article, J Am Coll Cardiol, June 2011 Mortality in Adult Congenital HeartDisease Learn more about the causes of death for adults with congenital heartdisease. ... in adults with congenital heartdisease is known to be ... Journal Article, European Heart Journal, June 2010 HeartDisease in Patients with Pulmonary Embolism Some specific heartdiseases in older patients could themselves be a possible source of pulmonary emboli. ... of review Several heartdiseases are ... Journal Article, CurrOpinPulm Med, September 2010 Source: Medline via BA Insight Federator Source: Marketing SharePoint 2010 Source: Research Documentum

  43. Demo SearchParts

  44. Refiner Tiles Locate refiners on multiple areas on page Search Templates Refinement, Query, Result components Panels, Apps, & Sites Widgets ‘Search Within’ List Multi-select (OR) Dynamic List Date Slider Scalar Range Slider Pie Chart Path Tree Search Bread Crumbs Multi-field Search Box Property-specific search in Search Box Saved Query / History ….and more ….. Longitude Search Parts – Information Orchestrated

  45. Rapid, Model-Driven Application DeliveryConfigurable and Reusable Components for a Compressed Time-to-Value SBA Platform Unified View Apps 4 to 12 Weeks Total Time-to-Value

  46. BA Insight & Unified View Architecture Presentation Layer Longitude SearchParts Longitude Search Longitude Federator Alerting & Trending SearchMakes the Connection! Data Layer Longitude AutoClassifier Entity and Relationship Extraction Longitude Federator Longitude Connectors DataSilos External Web Sites SaaS/Office 365 ECM, Social Streams Email & Messaging Unstructured , Big Data Databases CRM/ERP Search engines

  47. The Demand for Unified View is Accelerating;Driven by two big underlying trends Structured AND Unstructured BIG DATA End-User Expectations Technology Expectations Consumerization of IT & Intuitive User Experience

  48. Technology Trend: Big Data 2006 2010 2015 Source: IDC (1 Exabyte = 1 Million Terabytes) 30% Unstructured Data State of the Enterprise 60% Unstructured Data 90% Unstructured Data 161 Exabytes 10+ Data Silos 988 Exabytes 80+ Data Silos 8,000 Exabytes 500+ Data Silos Every two days now we create as much information as we did from the dawn of civilization up until 2003 Eric Schmidt (Former CEO of Google)

  49. End-User Trend: Consumerization of IT Consumer Apps Search for Product, Restaurant, Travel • Intuitive • Unified View • Intuitive • Targeted • Context-aware • Device-independent • Actionable Enterprise Apps Search for Experts, Projects, Customers, Vendors, Parts,

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