First Reserve

Records management and search – two challenges solved with one set of technologies  

First Reserve

First Reserve, the oldest and largest private equity fund dedicated to investments in the energy sector, wanted to solve two challenges. The first was to improve search on its SharePoint intranet, and the second was to improve records management processes. The conceptClassifier for SharePoint platform provided the firm with the ability to eliminate manual tagging, and use the rich, conceptual, automatically generated metadata to significantly enhance the search experience for end users. The second challenge was to improve records management processes. Using the conceptClassifier for SharePoint platform enabled the firm to define a taxonomy that mirrored its file plan. It is now able to automatically declare documents of record as they are ingested or created. It is also using conceptTaxonomyWorkflow to automatically route to the records management repository for disposition.

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