Intelligent Metadata Enabled Solutions for Professional Services

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  • Concept Searching
    OverviewChallenges and SolutionsJob Function

    Empowering Knowledge Identification and Sharing

    The inability to locate knowledge assets for reuse and repurposing results in high costs. Securely sharing information with partners and colleagues with specialized expertise is becoming vital in developing new services. Data sovereignty and compliance often lack enforceable processes. Concept Searching is the only solution that can provide security at the content level, address non-compliance, deliver concept based searching, and locate knowledge assets and expertise.

  • The Concept Searching Difference

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    Concept-based searching


    Secure collaboration


    Holistic view of content


    Granular expertise identification


    Effective project teams

    Effective search is critical. Information exists across diverse functional groups, geographies, and product areas. A single secure unified search experience for the corporate workforce and project partners is key. Concept Searching provides rapidly deployed technologies that integrate information silos, provide one search interface, respect inherent security, and enable professionals to find the information and expertise they need through concept identification, eliminating data exposures, and identifying noncompliance and data sovereignty challenges.

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    Is growth impacted due to a lack of information and poor collaboration?


    Is your organization constricted by access to diverse functional, geographic, product, and services teams?


    Do you think access to corporate memory and the expertise of other professionals would improve the quality of deliverables?


    Could new products or services be developed if staff had access to relevant, accurate, and topical information?


    Key Features

    Key Features

    Through automatic compound term metadata generation, auto-classification and taxonomy management solutions Concept Searching manages intellectual property, identifies sensitive information and noncompliance exposures, protects against data breaches, eliminates end user tagging, improves search, and enables secure project collaboration.

    Technology Benefits 
    • Enables secure collaboration through expertise location, shared knowledge, and communities of interest
    • Improves search results through elimination of manual tagging and the identification of concepts, topics, subjects, and the relationships between concepts, enabling delivery of content in context
    • Technology and device agnostic can be integrated with search engines and content repositories
    • Connects to diverse repositories, eliminating silos of information, presenting one enterprise search interface
    • Cleanses content stores and reduces redundant and out-of-date content, while identifying high value content that typically would not be found
    • Easily and rapidly deployed and can be managed by subject-matter experts
    • Unified search interface on premises or hybrid for both internal users and project specific partners
    • Ensures users can find and access any site or application that contains the information they need, and are authorized to access the content
    • Enables users to directly access information without having to navigate to a destination to find it
    • Provides users with a holistic view of all the content to which they have access, be it service delivery, knowledge, or business support
    • Content is cleansed, available in the index, and content gaps are eliminated
    • Content is optimized for search through compound term metadata generation, connects people to people and people to content
    Key Benefits

    Key Benefits

    When information access is a business necessity, the inability to find accurate information on-demand can impact the bottom line. Concept Searching’s unique search capabilities, granular expertise location, and collaboration improves the ability to compete successfully.

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    Challenges and Solutions

    Professional Services firms typically have staff that are global, and usually support numerous service offerings within each business unit. With potentially hundreds of communities in diverse geographic areas, supporting different industries, sectors, service lines, and account teams information access must be tailored to both individual and group requirements. Knowledge capital, the protection of content as a business asset, and the ability to access relevant content, are a prerequisite for growth and competitive advantages.

    What are the challenges at a business operational level?

    Solving the big picture challenges comes down to executing day-to-day tasks through a combination of people and technology. At the heart of addressing the big picture challenges, organizations must solve the basic problems that support the overall objectives of the organization.

    The fundamental technology problems that can improve the performance of the organization as a whole include:

    • Search – inability to deliver relevant (content in context), up-to-date content, exclude redundant information, and to accommodate multiple search engines
    • Knowledge Resources – inability to facilitate knowledge sharing and content re-use, providing knowledge workers with a holistic view of all content based on their access rights
    • Collaboration – inability to communicate and collaborate with diverse stakeholders, to ensure all participants have access to the same, up-to-date information available based on their authorized access to the content
    • Hybrid Search – inability to provide a consistent enterprise search interface, regardless of the platform, and address on-premise risks that also apply to the cloud, such as security and records identification
    • Text Analytics– inability to reduce the quantity of information to be analyzed, cleanse the content, and find the precise information needed to make informed decisions and gain insight into content
    • Records Management – inability to accommodate the human factor, typically responsible for tagging and processing documents of record resulting in undeclared records and impacting the information lifecycle of individual pieces of content
    • Security – the inability to define vocabulary and descriptors used for the real-time identification of confidential/data privacy exposures, remove the content from unauthorized access, and prevent its portability
    • eDiscovery and Legal – inability to manage the escalating costs and risks surrounding eDiscovery and litigation support; information cannot be accessed or found because it is either mistagged or not tagged; and the time gap between information requests and discovery is directly proportional to the volume of data, and the longer it takes to find information the more costly that information becomes
    • Migration – inability to migrate content based on semantic metadata tagging to simplify pre-migration activities and improve the organization of content post-migration

    At the crux of all these challenges is metadata. Concept Searching’s intelligent metadata enabled solutions can only be achieved through the automatic generation of multi-term metadata, are specific to the various vocabularies and nomenclature of the organization, and serve as the foundation for any application that requires metadata. This enterprise metadata framework is then used to auto-classify content, and manage it through interactive, yet highly sophisticated, and industry unique taxonomy tools.

    Why Metadata Matters to You


    The CIO or CTO in any industry faces both strategic and tactical challenges. In the professional services sector the responsibilities are broad and challenging. The strategic challenges must be carefully addressed with a focus on the impact at a tactical level. Budgetary constraints can change the priorities and force a ‘pick and choose’ philosophy to improve performance. One of the key differentiators in the Concept Searching platforms is the re-usability of the core technologies, to solve multiple content management and business process challenges. This provides a cost benefit in terms of elimination of separate solutions to address key application challenges, a reduction in staff to implement and maintain the applications, and transparent usability from the end user perspective. The flexibilty of the intelligent metadata enabled solutions can address search, records management, eliminate data privacy and data breaches, provide intelligent migration, social media applications, text analytics capabilities, and over all content management. The ability to leverage the existing infrastructure to improve these challenges assists the CIO/CTO in addressing multiple issues concurrently. An additional key component in the Concept Searching platforms is the ability to deploy in an on-premise environment, cloud, or hybrid environment.

    Knowledge Managers/Librarians/Taxonomists

    The management of knowledge is a significant and on-going task for knowledge managers, librarians, or taxonomy specialists. With content continually in a state of flux, the management of knowledge necessitates a multi-dimensional approach to capture, make available, share, and maximize the value of content, to achieve organizational knowledge. Managed effectively, this leverages content assets as well as captures intellectual assets which ultimately drives innovation. Using conceptTaxonomyManager, a core component in all platforms, the tools for development and management of taxonomies. Designed for Subject Matter Experts, the interactive tools provides an easy-to-use interactive interface. The product provides a rules-based engine that eliminates the need for training sets and highly specialized human resources and is unique to conceptTaxonomyManager. Other unique features in the product include automatic taxonomy node clue suggestion, dynamic screen updating to immediately see the impact of changes in the taxonomy, and document movement feedback to see cause and effect of changes without re-indexing.

    Knowledge Users

    In professional services firms, knowledge users are predominant and have diverse responsibilities. The need to access relevant information to their specific role not only increases productivity but also contributes to organizational profitability. This can be a challenge to determine the appropriate content for services offerings, as well as addressing the needs of multiple communities, geographies, locations, industries, sectors, service lines, and account teams who all need information that is relevant to them. Because of the ability to generate compound term metadata that represents a concept, the ambiguity in search is removed. Eliminating the presence of subjective and erroneous metadata, metadata is automatically generated and classified to the taxonomies where it can be managed and refined. Working with any search engine, the metadata is fed to the search index to enable concept based search across the organization. Users no longer need to know ‘how to search’ as the combination of the metadata and taxonomies can return relevant information, or guide them to the information they need. Since the products aggregate content from diverse repositories, users are provided with a holistic view of content regardless of where it resides.

    Project Teams, Account Teams, Managers

    The ability to share information via collaboration across global locations in real time reduces the possibility of error and redundancy in emails, and locates the most current documentation. Effective collaboration and knowledge capture can also achieve benefits to an organization in applications such as project management, awareness of organizational knowledge, employee induction and training, expertise location, communities of interest, collective intelligence, and innovation management. The Concept Searching technologies provide insight into content; grouping similar users, concepts, and content together; and identifying people with expertise, and knowledge or interest in a topic. The end result is consistent understanding of the value and context of information. It also provides confident cross-organizational decision support capability, shared knowledge, and the enterprise-wide availability of knowledge, to increase organizational performance.

    Information Technology Professionals

    Regardless of whether you are a SharePoint Administrator, or the CTO, Concept Searching technologies make your management of metadata easy. Integrated natively with the SharePoint Term Store, Concept Searching platforms remove the manual processes of metadata management, eliminates end user adoption issues, and aligns IT with business objectives. Installed quickly and easily, you can start classifying content in a matter of hours. Without a taxonomy expert on staff, the interactive, powerful, yet easy-to-use taxonomy tools can be used by business or IT professionals. Organizations can build an enterprise metadata repository and provide the re-usable technology to improve any application that requires the use of metadata.

    Security Professionals

    Since information is the lifeblood of professional services firms, the organization is highly vulnerable to internal and external data privacy exposures and breaches, where repercussions can be costly and damage the brand of the organization. In fact, organizations are now being held legally liable for personal social media postings, if they originated from within the organization. The value of the Concept Searching platforms is the ability for the organization to define what is confidential information and should be protected, either internally or externally. Standard descriptors such as social security number are included in the base product. The value achieved is content that is deemed confidential is easily added to address specific organizational requirements. Content containing the vocabulary or descriptors is automatically flagged at creation or ingestion and routed to a secure repository, made unavailable during the search process by unauthorized users, and protected against portability.

    Records Managers

    In records management eliminating end user tagging, automatic application of content types, and routing of the document of record to the records management application reduces organizational risk, and improves information lifecycle management. Concept Searching product platforms eliminate end user tagging and automates document workflow for storage, preservation, access, and usage controls, and automatically enforces protection of the records integrity throughout the individual document lifecycle eliminating many of the fundamental obstacles faced by records professionals on a day-to-day basis.

    Legal and H/R Professionals

    Legal teams, litigation support, and Human Resource (HR) professionals all need quick, easy, and rapid access to relevant information. The key is to facilitate the search process and reduce unproductive queries to try to ‘find’ the relevant information. HR must also ensure that the organization protects the privacy of all staff and eliminates any exposure that increases the risk of potential litigation. Legal needs to ensure the security of content assets from unauthorized access and portability, before an exposure occurs. Since information is retrieved by identifying concepts the legal or HR professional can eliminate complex queries and through vocabulary normalization, ambiguities are eliminated and related content is identified even though the specific vocabulary wasn’t specified in the query.

    Compliance Professionals

    Professional services firms often cross global boundaries, and additional security and compliance mandates are critical to the process of managing the compliance challenges associated with unstructured information. The drain on resources and time is enormous, making it difficult to keep abreast of mandates and multinational content asset protection. The value of the Concept Searching platforms is the ability to rapidly develop information governance and compliance rules that can immediately identify any compliance violations at the time of content creation or ingestion. These violations can then be flagged and automatically routed to a repository for disposition.

    Social Networking Specialists

    Using social networking applications is both an internal and external communication and knowledge sharing vehicle. Done correctly, the benefits in both scenarios delivers value to the organization. On the internal side, social networking applications often do not have a framework that is robust enough to encourage participation or delivers value. End user participation is typically very low unless it brings individual value to assist in increasing personal productivity. With new search features putting control of social interactions in the hands of the end users, organizational performance is not effectively improved and is  often the reason for failure. Providing structure and the ability to aggregate highly relevant, precise, and granular content from within a social networking application encourages participation and leverages not only knowledge assets but also intellectual assets, and corporate memory.

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