Energy and Utilities – Use Cases

  White Paper Energy and Utilities 

Use Cases

Concept Searching technology platforms are proving to be the solution of choice for energy and utility companies. Not restricted to just solving search challenges, the products reach far beyond to improve any application that requires the use of metadata and establishes the framework for information governance.

To solve the over-arching and often global challenges, changes are needed at the tactical level using technology, people, and business processes to meet global objectives, reduce risks and costs, and improve business performance.

Below are the fundamental issues followed by information on how our energy and utility clients were able to address their challenges.

  • Search

    Enterprise search is an infrastructure component and the impact of poor search reaches far beyond the retrieval of information.

    Impacting eDiscovery and litigation support, as well as unauthorized access to confidential information, inaccurate results can increase costs as well as organizational risk. A core component in all Concept Searching platforms is the ability to automatically generate compound term metadata, eliminating end user tagging. Using multi-term metadata that represent a concept, identifying relevant content during a search effectively removes ambiguity and enables the retrieval of information based on the concepts within, increasing both precision and recall.

    Case Study

    Improving Search on a Corporate Website and Intranet

    document-downloadsFinding one product to provide an effective search experience for both a website and intranet can be a challenge. A nonprofit public benefit corporation operating in one of the largest states in the US found the solution in conceptClassifier for SharePoint. In the process of rolling out SharePoint, it wanted the missing piece to provide automatic semantic metadata generation, auto-classification, and an integrated taxonomy solution leveraging the SharePoint Term Store. Concept Searching offered the only option that provided all the requisite features. With the ability to feed the multi-term metadata to the search engine index, concept based searching was achieved. In addition, the solution provided one set of technologies to easily manage and improve access to information on both the corporate website and intranet.

  • Case Study

    Eliminating End User Tagging in Records Management

    document-downloadsA leading global resources company delivers value through the discovery, acquisition, development and marketing of natural resources. With over 100,000 employees, tagging documents of record manually was a continual challenge, error prone, and highly unproductive. Using the SharePoint Records Center, it deployed conceptClassifier for SharePoint to automate the process of applying metadata for document retention codes, and maintaining GUIDs for synchronization with content inside the SharePoint Records Center Library. Now, each document is automatically tagged with a retention code when it is uploaded. The synchronization of native GUIDs with other applications within the enterprise infrastructure provides additional value.

    Records Management

    Regardless of whether you are using the SharePoint Records Center, or a third party application, records management and the lifecycle of documents of record are typically challenges, in any industry, let alone energy and utilities.

    The biggest stumbling block has always been end user tagging. With complex file plans, and the fact that human tagging is often haphazard at best, organizations can often unwittingly fall into the trap of non-compliance. The Concept Searching platforms, are being used to automatically identify documents of record, auto-classify the content to a taxonomy that mirrors the file plan and route directly to the records management application.

  • Security

    Sensitive, confidential, and data privacy information exists in documents, scanned items, faxed items, emails, and could be in any unstructured or semi-structured content.

    The Concept Searching platforms provide the ability to automatically identify, secure, and prohibit portability of organizationally defined vocabulary and descriptors. Since the metadata generation is not restricted to keywords, it is highly accurate in identifying potential security exposures, in real-time, as content is ingested or created and then routed to a secure repository for disposition. Full support for standard descriptors is included, additional value is provided by the ability for the organization, or functional group to define confidential information that falls outside of standard descriptors.

    Case Study

    Using conceptClassifier for SharePoint to Eliminate Data Exposures

    document-downloadsA global upstream oil and gas company facing unstructured content management challenges deployed conceptClassifier for SharePoint, to provide the enterprise infrastructure to support information governance initiatives in SharePoint and automate processes and policies. The information governance initiative was designed to save money, reduce corporate risk, and create value for stakeholders. Although the applications were wide-reaching they included records management, compliance, search, identification and protection of confidential data assets, and migration from Hummingbird to SharePoint. The company also took advantage of the ability to identify potential security exposures. This secured confidential content assets, averting a data exposure, breach, and improved compliance.

  • Case Study

    Migrating from Autonomy

    document-downloadsA top-tier oil field operations company’s first project was deploying conceptClassifier for SharePoint and conceptTaxonomyWorkflow to improve the delivery of precise and relevant content to maximize the use of reservoirs. The solution supports over 58,000 employees across 80 countries. However, before they could improve search, they needed to migrate from Autonomy. Using conceptClassifier for SharePoint made it possible to intelligently migrate content to be accessed by SharePoint.

    Migration

    To migrate document collections effectively, the text content of each document needs to be searched to determine its value.

    This cannot be done manually, as the volume is too high, and the consistency of human review and decision making is unreliable as well as costly. Using Concept Searching platforms, an intelligent approach to migration can be achieved. As content is migrated it is analyzed for organizationally defined descriptors and vocabularies, which will automatically classify the content to taxonomies, or optionally the SharePoint Term Store, and automatically apply organizationally defined workflows to process the content to the appropriate repository for review and disposition.

  • Text Analytics

    The ability to aggregate very precise information from diverse sources and then analyze them can be invaluable in decision making and cost reduction.

    Data is machine driven, whereas unstructured content is driven by people, which makes the nuances, insights, relationships of disparate content, sentiment, and knowledge capital much more difficult to extract. Using Concept Searching products before analysis, the quantity of content can be reduced through an initial cleansing. Once the ‘noise’ has been eliminated, the ability to analyze the content at a very granular level produces actionable results that can be used to solve problems, reduce costs, and improve decision making.

    Case Study

    Using Text Analytics for 5,000 Research Personnel – Saving Millions in Unproductive Drilling Projects

    document-downloadsA multi-national oil and gas company is a long-term client of Concept Searching. One of its projects was to deploy a high-quality search solution across technical research data, to be used by over 5,000 geophysicists globally. The objective was to improve geological decision making, through the ability to identify accurate, relevant and related content from a large corpus of highly technical and specialized information, which resulted in millions in cost reductions. The solution included the implementation of conceptClassifier for SharePoint, to provide the underlying semantic and geo-tagging framework to improve search in a SharePoint environment. They were able to then use the core technologies to extract highly specific and relevant information from a large corpus of documents for analysis and improved decision making.

  • Case Study

    Solving Collaboration Challenges

    document-downloadsAn early stage mining company of rare earths needed an infrastructure technology that would support its SharePoint knowledge and information portal. conceptClassifier for SharePoint was able to aggregate diverse repositories of information, provide a hierarchical search interface and support multiple search methods. The end result is consistent understanding of the value and context of information. This provides confident cross-organizational decision support capability, shared knowledge, and the enterprise-wide availability of knowledge, to increase organizational performance.

    Collaboration, Social Content, and Knowledge Capture

    With the challenge of retiring baby boomers the need to retain their experience and expertise should be proactively captured as intellectual assets.

    Using social and collaboration tools enables a diverse workforce to be united, while capturing best practices and knowledge, to reduce risk and become part of corporate memory for future access. Organizations need to capture the existing knowledge, and knowledge workers need to be able to access these intellectual assets to collaborate globally with diverse stakeholders, find organizational resources, identify experts, and leverage past business insight to make informed decisions. Concept Searching platforms deliver the automatic culling of information to meet the requirements of the individual business users through the delivery of relevant content in the right context, as well as to the right people at the right time. This is can be an extremely useful tool within the energy sector facing a surge of retiring baby boomers to transfer knowledge and expertise.

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