SharePoint 2013

Enterprise Search
Building Successful Search-Driven Business Solutions
Stefan Sveen
Singapore

Agenda
The Big Picture
Successful Business Solutions

The Role of Search Technology

How to Design and Build
Dos, Donts and the Way Forward

The Big Picture

Surf the Wave

or
Run from the Tsunami?

Current Situation & Trends

Market Buzz

Big Data
Analytics
Cloud Computing
In memory

Mobile
Social

Live streams

Business Intelligence

Trends

Agile & Real Time

Consumer/Data-Driven

Service Oriented
Central/Distributed

Goodn Old
Legacy Systems
Files & Databases
Internal & External Sources
Structured & Unstructured
Content Management
Enterprise Architecture
Search
Storage
Security
Scalability
Compliance

+ more

Main Challenges & Pains

Master change
Architecture, Technology and Integration
Market and Business Models
Organization
Training

Leverage old and new information sources

Live streams (social, mobile, analytics)
Legacy systems, repositories

Find and make use of information

Strategy
Needed: Agile employees, work processes and infrastructure
But Speed is no substitute for direction?
Does an IT strategy exist that will be valid in
5 years?
10 years?
20 years?

Same answer for an implementation?

Successful Business Solutions

Characteristics
A successful business solution should:

Reduce cost and generate significant revenue

Create or facilitate new market opportunity
Enable and be usable in a bigger business vision
Be operationally maintainable, cost-effective and flexible
Result in happy users and customers

Customer-Driven Innovation

If I had asked people what

they wanted, they would have
said faster horses.
- Henry Ford

Invest in People to Innovate

Business
Value
Process
Innovation

Emotional
Innovation

Disruptive
Innovation

User
Needs

Technological
Functional
Innovation

Capabilities

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Clear Business Value

Support selected business processes
Support selected user groups
Measurable effects (efficiency + profit)
Dont lure users, but ensure demand for more

Should be clear before implementation starts!

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Adaptive & Fit for Purpose

No 1 solution fits them all
Effective navigation and exploration
Must adapt to business process, users & organization
Should work on multiple device types
This implies:
Different data sources & data views
Different screen layout
Different relevancy models
Different search business logic
A move towards an app or dashboard for each task/role/user

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Directly Supports Execution

People often search because they want to DO something
Support execution of business processes through effective
access to common actions
Show and offer available actions directly as result items
Examples:
Context aware auto-completion and support filling out forms
Direct links to relevant online forms or work benches
Integration with back-end systems to perform specific tasks

Goal: Reduce number of steps and systems to deal with

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The Role of Search Technology

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The Document Metaphor

Document = Business Object/Concept
Data from multiple sources
can be combined into one
document and thereby
represent a concept or a
business object.

Document =
File/web page
A paragraph could
be an information
asset.
Chart with title and
caption could be an
information asset.

A document contains free

text and structured
information (e.g. meta data)
Content elements within
the document could be
viewed as documents in
their own right.
Examples
Chapter
Table
Chart
Figure
Reference
+ more

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Extended Document Metaphor

Document

Real Time

Live Stream
(E.g. social)

Post
Thread of posts
News feed
Live video
Logs
LOB output
+ more

Samples: Extracts of interesting

information at regular intervals

Filters: Extracts of interesting

information when detected
Aggregated over time

Summaries of sample/filter extracts

Insight reports of stream contents

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Search Technology Usage

Search in SharePoint vs. Enterprise

Search as solution per system vs. across systems

Coupling of structured and unstructured information
Search index as integration layer
Visualize information across sources to get new insights
Orchestration of information assets and actions

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How to Design and Build

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Service Orientation
Mindset more than technology
with implications for organization, architecture and applications
Main purpose
Reduce time & cost to deliver new service from idea to product
Facilitate management, reuse & replacement through well
defined APIs and functional responsibilities
Approach to achieve
Focused integration when building new systems
Controlled transition away from monolithic and inflexible systems

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Layered Service Architecture

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Consumers
Devices, Apps, Users,
Processes, Channels

Users,
browsers

Blogs,
Wikis

Portals

Smartphone
Apps

Solution Services

Functional
Services

Enterprise
Search
Platform

BI Services

Search
Engine

Integration Services

Back End

Alert

Analytics Services

Dictionaries

Document
Processing

Search Services

Clustering

Configurable Business Logic

Bring control of system behavior closer to the users

Reduce dependence on developers in operation

XML Forms-based Visual Model
Clear description and documentation of business logic
Needed to increase agility of business solutions

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Search Platform Architecture

Content Processing Logic

Search Business Logic

Query

Result

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Content Processing Logic

Wide range of connectors
Native
Third party
Custom

Entity extraction
Term store

Web Service for custom document processing

Web Analytics
Links database
Crawl database

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Search Business Logic

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- Execution of Query and Result Processing

Query
Result

Query &
Context

Query &
Context
Analysis

Query
Refinement
& Context
Enrichment

Analytics &
Execution
Decisions

Search
Execution

Result
Analysis

Result
Refinement
& Context
Enrichment

Analytics &
Execution
Decisions

Search Business Logic

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- Basic Enterprise Search Example

Microsoft
SP2013 pptx
Company: Microsoft
Doc type: PowerPoint
Product: SharePoint 2013

Analyze
Input

Products
Doc type
Companies

Categories:
Presentations
Technology

Determine
Categories
& Topics

Select &
present
results

Regular
Search

Determine
Action

Presentations

Categories
Products
Topics

Filtered
search
Companies

Email
Time
Phone

Time

Search Business Logic

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- Applied Analytics and Closing the Loop

Search
Business
Logic

Logs

Producing

Analysis

Subject to

Reports
Refined
through

Storage

Persisted in

Is used as context data

Use analytics from the search business logic

and other sources to continuously improve the
business solution.

SP 2013 Search Logic Support

Query Processing
Data Sources - what and where to search
Query Rules and Actions - Pre-Defined or Regular Expression-based

Relevancy
Ranking Models
Content and Interaction Analysis

Content Processing
Entity extraction
Linguistic features

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SP 2013 Orchestration Support

Query Builder
Rapidly develop and test queries
Support for advanced query syntax

Result Types
Rules
Properties
Display Templates

Deep Refiners
Managed in SP Admin interface. No coding required.

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Dos and Donts

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In General
Dare and take time to think the big picture

Update your IT strategy if necessary

Paranoid: Everything will be replaced soon
Strive for: Flexibility + Rapid Results
Focus on: Simple + Valuable
Pragmatism: Implement what MUST be right

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When Building Search Solutions

Do start with users, business value and pain-points
Do not start with data or technology
Let the three meet: Business, Users and Techies.
Pull in experts, but invest in your own people
Use the following principles: SOA, layered, configurable.

Business value focused integration.

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Plan for an Iterative Journey

Continuous learning process involving business, users and IT

Maturity - Evolving from basic to advanced solutions

Data Concepts Business Processes
Not about deployment, but user experience and business value
IT Vision + Your own people!
Search Center of Excellence

What happens if we invest

in developing our people
& then they leave us?

What happens if we
don't, and they stay?

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SharePoint 2013 Summary

Well suited platform for search-driven solutions
Enterprise-grade search engine
Content management and collaboration
Services, apps model + REST APIs

SP2013 seems to be on the right track with respect to how

functionality has been exposed.
=> Good idea to use SP2013 for search-driven dashboards
that also incorporate data from legacy systems to support
your business processes and information workers.

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Want to Know More?

Please contact info@exselo.com or visit www.exselo.com

Also, please fill out the SPCSEA evaluation form:

http://tinyurl.com/spcsea

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Thank you to our sponsors

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