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Enterprise Information Architecture A Platform for Integrating Your Organization’s Information and Knowledge Activities Tom Reamy Chief Knowledge Architect KAPS Group Knowledge Architecture Professional Services http://www.kapsgroup.com
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2 Agenda Enterprise Information Architecture – Need for Integrated Semantic Solution – Content, Technology, People, Activities Benefits of an Integrated Semantic Solution – Cost Savings, Business Value Implementation of Enterprise Information Architecture – Enterprise Strategy – Integration – Where Search / Convera fits in
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3 KAPS Group: General Knowledge Architecture Professional Services Started Three Years Ago Virtual Company: Network of consultants – 12-15 – Top Taxonomy People, Partner with other consultants – Partners – Convera, (and others), etc. – First Convera Certified Taxonomy Developers Articles – KMWorld, EContent, Information Today, etc. Presentations – KMWorld, Information Today, Pharmaceutical, Learning, Information Architecture Topics: Knowledge Architecture, Taxonomy Boot Camp, Enterprise Search, Complexity Theory, Intranets
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4 KAPS Group: Services Consulting, Strategy recommendations Knowledge architecture audit Taxonomies: Enterprise, Marketing, Insurance, etc. Services: – Taxonomy development, consulting, customization – Technology Consulting – Search, CMS, Portals, etc. – Metadata standards and implementation – Knowledge Management: Collaboration, Expertise, e-learning – Information Architecture, Web Development
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5 Enterprise Information Architecture Need for Integrated Semantic Solutions Integrated: “Effective IM starts at top. Most organization’s IM starts with grassroots approaches that only add to the problem of information silos” (Forester) Semantics: Taxonomy, metadata, controlled vocabularies, Personas, Topic Maps, Natural Categories – Taxonomies in top 10 technologies for 2006 (Gartner) – “Through 2006, more than 70% of firms that invest in unstructured information-management initiatives won’t achieve their targeted return on investment, due to underinvestment in taxonomy building (.7 probability)”
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6 Enterprise Information Architecture Need for Integrated Semantic Solutions Integrated Semantic Solutions: – Combination of technology and semantics – CMS/LMS – content creation is the right time to add metadata – cheaper and better metadata – Portals and Search – contextual information and feedback Technological Integration – very expensive, no one solution to CMS, LMS, Search, Portal Semantic Infrastructure - allows the meaningful integration of content with a minimal technological element (XML) – Cheaper, faster, less resources – Deeper integration – knowledge, not just data
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7 Enterprise Information Architecture Four Essential Contexts Content and Content Structure – Data and Unstructured Information – Standards and Procedures People – Company Structure – Communities, Users, Central Team Activities – Business processes and procedures – Central team - establish standards, facilitate Technology – CMS, Search, portals, taxonomy tools – Applications – BI, CI, Text Mining
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8 Enterprise Information Architecture Content & Content Structures Content – Huge variety of types, sources, and uses – Structured data, unstructured documents, web pages, email Semantic Infrastructure – Foundation – Essential content structures – taxonomies, metadata, vocabularies, synonyms, ontologies, best bets – Standards, publishing policies and procedures Metadata standards, common taxonomies Integration of metadata into publishing process
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9 Enterprise Information Architecture Taxonomies Taxonomies are an Infrastructure Resource – Indexing for search: Meaningful relevance ranking Categorization & related content – Browse Better user experience, buy more – Text mining, Alerts, Competitor Intelligence Metadata - Keywords – most difficult – Need to do it right and completely to get real value – Need Taxonomy, Controlled Vocabulary – Value from all fields – purpose, title, description, audience
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10 Enterprise Information Architecture People Structures Individual People – Tacit knowledge, information behaviors – Advanced personalization – category priority Sales – forms ---- New Account Form Accountant ---- New Accounts ---- Forms Communities – Variety of types – map of formal and informal – Variety of subject matter – customer experience, demographics research, scuba – Variety of communication channels and information behaviors – Community-specific vocabularies, need for inter-community communication
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11 Enterprise Information Architecture Infrastructure Team Semantic Infrastructure requires both an infrastructure team and distributed expertise. – Software and SME’s is not the answer – keywords – Need local expert input, integration not rigid standardization Infrastructure Team – Variety of roles and skills, plus part time, partners – Facilitating author metadata, Research metadata theory – Creating, acquiring, evaluating taxonomies, metadata standards, vocabularies
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12 Enterprise Information Architecture Technology & Processes Technology: Infrastructure and Applications – Enterprise Platforms: unstructured data management, CM with categorization, Portals, Collaboration, Text Mining Organizational and Technology Context – When, who, how, and how much structure to add – Pre-creation, creation, retrieval, application Creation – Content Management, Innovation, CoP’s – Metadata, categorization – Workflow with Meaning – Central Team and distributed SME’s and authors Expertise locators – balance of structure and serendipity
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13 Data Documents External People Databases Drives Email Internet Subscriptions Tacit Knowledge Content Layer SEARCH / PORTAL / EAI / Content Management Technology Text Mining, Alerts, Personalization Services Content Creation, Customer Services Agency Activities Activity
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14 Data Documents External People Databases Drives Email Internet Subscriptions Tacit Knowledge Data base schemas, Metadata, Taxonomies, Vocabularies, Personas Content Layer Content Structure SEARCH / PORTAL / EAI / Content Management Technology Text Mining, Alerts, Personalization Services Content Creation, Customer Services Agency Activities Activity People Policies Tools
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15 Integrated Solutions - Business Case: IDC White Paper Information Tasks – Email – 14.5 hours a week – Create documents – 13.3 hours a week – Search – 9.5 hours a week – Gather information for documents – 8.3 hours a week – Find and organize documents – 6.8 hours a week Gartner: “Business spend an estimated $750 Billion annually seeking information necessary to do their job. 30-40% of a knowledge worker’s time is spent managing documents.”
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16 Integrated Solutions - Business Case: IDC White Paper Time Wasted – Reformat information - $57 million per 10,000 per year – Not finding information - $53 million per 10,000 – Recreating content - $45 Million per 10,000 $150 million per 10,000 -- Small Percent Gain = large savings – 1% - $1.5 million per year per 10,000 – 5% - $7.5 million – 10% - $15 million
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17 Integrated Solutions - Business Case: General ROI Issues Justification – Search Engine - $500K-$2Mil – Content Management - $500K-$2Mil – Portal - $500-$2Mil – Plus maintenance and employee costs Taxonomy – Small comparative cost – 1% – Needed to get full value from all the above – Search & Portal – deliver higher value – CMS – get value from investment
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18 Integrated Solutions - Business Case: Business Benefits Reduce development costs, cycle times – Increase employee efficiency – Less time looking, more time doing Enhance communication – Capture and reuse knowledge – Innovate better & faster Cost of not finding right information – Business – lost money, opportunities – Security – lost lives
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19 Integrated Solutions - Business Case: General ROI Issues Creates a platform for future projects – Support new types of analysis – Text mining, alerts, CI, BI, etc. ROI – the wrong question – What is ROI for organizing your agency? You wouldn’t run a government agency without organizing your employees and computers, why think you can create information access without organizing your information?
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20 Enterprise Strategy General Approach Think Big, Start Small, Scale Fast Think Big – First Step: knowledge architecture audit, K-Map Understand what you have, what you are, what you want Contextual interviews, content analysis, surveys, focus groups, ethnographic studies, information behaviors – Natural level categories mapped to communities, activities – Category Modeling - “Intertwingledness” – Living, breathing, evolving foundation is the goal Turn over maintenance to enterprise architecture team – One outcome – map which areas to do more research
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21 Enterprise Strategy Sequence & integration Overall Sequences – Vision / Audit / Enterprise Team & Tools – Content structure / CMS / Search – Portal / New Applications / Integrate Applications Coordinate with IT and functional units – Maximize the impact of everyone – Allow for cheaper, smoother implementation – Avoid having to redo parts of either – or worse, buy new technologies to support
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22 Enterprise Strategy Content Foundation Content Management – Create a metadata standard with implementation rules – Controlled vocabulary – Data and content integration Develop/Buy/Customize Enterprise Taxonomy – Deep taxonomy – platform Metadata Repository – Develop Metadata Standards – Dublin Core+, Implementation – Common resource for search and CMS and?
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23 Enterprise Strategy Infrastructure & Application Technologies Unstructured Data Management: Entity and Fact Extraction Enterprise Search - Federated – support for taxonomies, browse, facets & variety of metadata Portal – Support for community personalization Advanced Applications – Text Mining, Alerts, Competitor Intelligence – Business Intelligence, internal activities
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24 Enterprise Strategy Search / Convera Dynamic Categorized search and browse is best – Can’t predict all the ways people think – Can’t predict all the questions and activities Advanced Cognitive Differences Panda, Monkey, Banana Complex Topics: intersection of facets, facets and subject matter – Post coordination – What users are looking for and what documents are often about – China and Biotech, Pharma and Farms – Power of fuzzy relationships
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25 Enterprise Strategy Search as Infrastructure Ontologies – modeling the world – Excalibur – From information to knowledge – From text mining to Fact Mining Knowledge Management – Expertise Location – people finding the right people – Communities of Practice – people working with people – Social Network analysis – understanding how people work – Smart applications – learn and adapt to users behaviors
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26 Conclusions Importance of Integrated Semantic Solutions – Semantic Infrastructure Need to locate IM in 4 contexts – Deep Structure – models and team Business Case – Embarrassment of Riches – getting “realer” – Metrics and Real Stories Think Big, Start Small, Scale Fast Convera – An infrastructure Platform
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Questions? Tom Reamy tomr@kapsgroup.com KAPS Group Knowledge Architecture Professional Services http://www.kapsgroup.com
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