Professional Services – Solution Use Cases

Perkins + Will Case Study Professional Services

Use Cases

Using Concept Searching’s technologies are used extensively in the professional services sector. Not restricted to resolving challenges in just search, the solutions improve any application that requires the use of metadata, and establish a framework for information governance.

To address overarching and often global issues, changes are needed at the tactical level using technologies, people, and processes to achieve objectives, reduce risks and costs, and improve business performance.

Explore the fundamental issues and how our technologies resolve them in the professional services sector.

  • Search

    Search is the lifeblood of professional services firms. Many firms have multiple search engines, multiple applications that require search, and content is stored in dissimilar repositories and not always included in the indexing of content.

    In addition, users are not always adept at constructing queries that will result in high precision and high recall. The conceptClassifier platform includes the core components of generating compound term metadata, or concepts in context, auto-classifying the content, and managing content on an on going basis through taxonomy tools. All content can be classified, regardless of the repository or application. The products integrate with any search engine, and offer a range of search features eliminating the burden on the end user to perform reiterative and non-productive searches.

    Case Study

    Improving Search on a Global Intranet

    document-downloadsA full-service engineering, architecture, construction, environmental and consulting solutions firm chose the conceptClassifier platform and conceptClassifier for SharePoint to power its intranet search. The firm operates globally, with over 3,000 engineers, architects, construction experts, planners, estimators, economists, technicians, and scientists representing virtually all design disciplines. The efficient use and re-use of information was critical to internal collaboration and customer and project support. Concept Searching’s technologies were able to augment the organization’s search process with intelligent tagging, automatic classification and taxonomy management, natively integrated with SharePoint.

    Improving Search on a Customer Facing Website

    A premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications and consumer technology markets deployed the conceptClassifier platform integrated with Solr to deliver taxonomy management, auto-classification and the automatic generation of semantic metadata for its global, revenue generating customer facing portal. Based on post testing, the search results were 97% accurate after implementation. Since this organization provides information for a fee, and the web site is a primary source of revenue generation, the ability to improve search, and therefore revenues, was a business necessity.

  • Case Study

    45,000 Professionals Benefit from Search Enhancements on a Global Knowledge Portal

    document-downloadsOne of the largest, global professional services firms is using the conceptClassifier platform and conceptClassifier for SharePoint to support its global knowledge portal. The firm delivers audit, financial advisory, tax and consulting services, and key to its activities is the use and re-use of information, and the ability to collaborate across industry and geographic boundaries. The importance of tagging content with appropriate metadata and classifying that content aligned with the business goals was paramount, especially when search needed to be accurate and effective. Not only did conceptClassifier address the metadata challenge, it integrates natively with all versions of SharePoint, SharePoint Online, and OneDrive for Business.

    Knowledge Portal

    Regardless of what term the firm uses, a knowledge resource repository typically exists to capture not only past and current knowledge assets, but also the intellectual assets based on the staff’s expertise and knowledge for re-use and knowledge sharing.

    One of the biggest benefits of the conceptClassifier platform is the ability to aggregated content from file shares, SharePoint, websites, and diverse applications to provide a single point of reference for knowledge workers. Supporting navigational, concept based, and discovery type searches, the user can directly access the information needed or the user can be guided to relevant content, identifying relationships between content, and offering topics and information that typically would not be found.

  • Collaboration

    Collaboration is slowly being recognized as a valid, and valuable, enterprise communication tool. With the cloud gaining in adoption, the ability to securely communicate and collaborate in real-time can improve group performance, decision making, and lower costs.

    The advantage is the ability to deliver the most up-to-date information, regardless of its format to the appropriate users. Collaboration, as well as communication tools, can be used to increase awareness of organizational knowledge, employee induction and training, expertise location, communities of interest, collective intelligence, and innovation management.  At a more tactical level, collaboration can be used in project management, elimination of emails, and to communicate securely with a variety of diverse stakeholders. The conceptClassifier platform fosters collaboration efforts through the ability to aggregate relevant and precise content, regardless of where it resides, regardless of the format, and ensures that the content is available when needed. In addition, the security of the content asset is verified to eliminate any potential data exposure or breach resulting from unauthorized access.

    Case Study

    Leveraging Knowledge Assets as a Key Business Advantage

    document-downloadsA management consulting firm is using the conceptClassifier platform and conceptClassifier for SharePoint to power its intranet. Specializing in strategic execution, the company’s use and re-use of knowledge assets is critical to the business. In order to successfully collaborate across the company, it recognized the importance and intrinsic value of automating the tagging and classification of content. Following an evaluation of available technologies, the conceptClassifier platform and conceptClassifier for SharePoint was selected for both its superior results over competitive products, as well as its native integration with the SharePoint Term Store.

    Term Store functionality in conceptClassifier for SharePoint and conceptClassifier for SharePoint Online provides the ability to develop a metadata model, using out-of-the-box SharePoint capabilities. Running natively and fully integrated with the Term Store, the technology can consistently apply conceptual metadata to content and auto-classify to the Term Store metadata model. This addresses the challenge of applying metadata to thousands of documents and eliminates the dependency on the end user community to correctly tag content and then create term sets.

    conceptTaxonomyManager, a component of the conceptClassifier platform functions bi-directionally, in real time, with the Term Store, where changes can be made in the Term Store or in the taxonomy manager and are immediately reflected in both. This added functionality helped the company to expedite the development of metadata models, offering sophisticated refinement capabilities, and significantly reducing the time spent on daily maintenance.

  • Case Study

    Enabling Expert Identification

    document-downloadsA multinational IT and management consultancy is using the conceptClassifier platform to provide taxonomies, metadata management, and auto-classification for its SharePoint global intranet. As an outsourcing professional services firm, the ability to find the ideal candidate for projects was becoming a challenge. Concept Searching technology indexes the intranet and the organization’s global publishing repository or ‘library’, and provides auto-classification of  content, in real-time to organizationally defined taxonomies. Eliminating subjective tagging, content related to a staff member can be accessed at a highly detailed level, ultimately improving customer satisfaction and also decreasing costs associated with staff who are currently not on an engagement.

    Expertise Identification

    For global organizations expertise identification is a competitive advantage

    The Concept Searching solutions provide improved outcomes by providing insight into content; grouping similar users, concepts, and content together; identifying people with expertise, knowledge or interest in a topic; and protecting and securing confidential information from unauthorized access.

    A significant benefit is the ability to provide the framework that enables access to relevant and accurate information at a granular level. The end result is a consistent understanding of the value and context of information. It also provides confident cross-organizational decision support capability, shared knowledge, and enterprise availability of knowledge and intellectual assets that increase organizational performance.

  • Text Analytics

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

    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.

    The solution works with any business intelligence or artificial intelligence applications for example, Power BI, Burst, Click, Microsoft Azure Machine Learning Center, or Cortana Analytics Suite for Predictive Analysis.

    Case Study

    From Market Intelligence to Project Implementation

    document-downloadsAn international development organization implemented the conceptClassifier platform and conceptClassifier for SharePoint to improve access to information and eliminate manual tagging processes. An efficient way of capturing and compiling information throughout the lifecycle of the business was needed, from market intelligence to proposal development to project implementation.

    Concept Searching delivered an integrated solution to access content from many data sources, using its industry unique ‘compound term processing’ to deliver accurate search results through a global intranet. conceptClassifier  automatically applies metadata for both repositories, and enables any search engine to filter on the semantic metadata to improve relevancy of results via related concepts and the use of faceted navigation.

  • Case Study

    Connecting 100,000 Business Professionals

    document-downloadsA global professional services firm deployed SharePoint Online to support over 100,000 end users across the world. The firm was concerned about information governance in the cloud.

    Using the conceptClassifier platform and SharePoint Online, they deployed an enterprise information governance strategy that integrates business processes on-premise and in the cloud. conceptClassifier for SharePoint Online enabled the organization to auto-classify diverse repositories (both internal and external) and generate semantic metadata, eliminating the need for end user tagging.


    Moving to the cloud can provide a strong return on investment and enable ubiquitous access for end users regardless of where they are located.

    But moving to a cloud environment, or even a hybrid environment, poses challenges in regards to applying a consistent information governance strategy across all environments.

    The conceptClassifier platform has been deployed in the cloud, including Azure and Amazon Web Services (AWS), and enables effective management of unstructured content by enforcing and extending enterprises’ on-premise information governance policies within the cloud environment. Metadata driven policy actions on content used in search, migration, identifying and securing sensitive information, or in the automatic declaration of documents of record, are just some of the key capabilities available in a cloud environment.

  • Information Governance – Records Identification and Security

    Regardless of whether you are using the SharePoint Records Center or a third party application, records management and the lifecycle of documents of record is typically a challenge, in any industry. 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 it directly to the records management application.

    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 content using 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. It is then automatically routed to a secure repository for disposition. Full support for standard descriptors is included. Additional value is achieved through the ability for the organization or functional group to define confidential information that falls outside of standard descriptors.

    Case Study

    Effective information Governance Enterprise Wide

    document-downloadsA global, integrated design firm, needed an effective way to catalogue the information stored on its intranet, to make sure it was accessible to different parts of the organization. It wanted a way to organize multiple taxonomies into a logical collection of managed metadata that could then be used across its numerous SharePoint site collections.

    A consistent search experience acted as the key component for all its governance efforts the organization. The company implemented conceptClassifier for SharePoint to maximize the effectiveness of taxonomies, producing an enhanced search experience and effective governance including security and identification of documents of record. In addition, with no previous training, the organization was able to create global taxonomies within just a couple of weeks.

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