1. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 1 Business in the Right Direction. Go West. Enterprise Search Using SharePoint 2010 and FAST Bert Johnson June 16th, 2010

2. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 2 Agenda  The Importance of Search Within the Enterprise  Microsoft’s Search Capabilities  What’s New for Search in SharePoint 2010  What’s Improved for Search in SharePoint 2010  Bringing It All Together: SharePoint 2010 Search Demo  Advanced Scenarios with FAST Search 2010  FAST Search 2010 Demo  Key Benefits for Law Firms and Corporate Legal  Q&A

3. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 3 Business in the Right Direction. Go West. The Importance of Search Within the Enterprise

4. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 4 Business Challenges Ability to find business / product information fast Ability to find expertise resources Ability to find out about what others think about content Information Consumer Integrated search for multiple applications Easier management Scalable deployment IT Management Secure user search Cost-effective service delivery Increased productivity and functionality Organization

5. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 5 Business in the Right Direction. Go West. Microsoft’s Search Capabilities

6. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 6 Microsoft’s Search Capabilities  Search is one of Microsoft’s top priorities, permeating every product line  SharePoint, FAST, and Bing are the cornerstones of a ten year R&D roadmap focused on search innovation  2010’s R&D budget for search is over $2.67 billion  Microsoft has recently made several large search acquisitions, including:  FAST Search & Transfer ($1.2 billion)  Lookout Software  Farecast  Powerset

7. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 7 Microsoft Enterprise Search In the Lead  Thanks to the new capabilities, Microsoft is now recognized as the leader in Gartner’s Information Access Technology quadrant  According to Forrester’s 2010 Report: “SharePoint gives users the ability to find the content, information, and people they need by combining an integrated, easy-to-manage platform with best-of-breed enterprise search technology.”

8. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 8 Microsoft Search Offerings  Microsoft offers three main search products, each on their second mature release cycle:  Today, we’ll focus on SharePoint 2010 and FAST Search Server 2010 Entry-LevelProductivityEnterprise Ver. 2007 Ver. 2010

9. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 9 Business in the Right Direction. Go West. What’s New for Search in SharePoint 2010

10. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 10 What’s New for Search in SharePoint 2010  Filter-Based Navigation  Tagging and Ratings  Managed Metadata – “Taxonomy”  Search Suggestions  Wildcard Searches and Linguistic Capabilities  Social Search

11. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 11 Filter-Based Navigation  Navigators  Navigators allow you to easily filter within your own search results  The navigators (or “facets”) are automatically generated based on metadata and taxonomy  Document Library Filters  Filter results directly from within document libraries  Drill into content based on tags or taxonomy Key Benefit: Find targeted results even faster

12. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 12 Tagging and Ratings  Tagging allows users to label content using terms familiar to them  Tags can consist of any words or phrases  Users can also rate content, influencing search rankings  Tag clouds show popularity of terms and allow users to drill into content Key Benefit: Allow users to classify content using terms familiar to them

13. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 13 Managed Metadata – “Taxonomy”  Metadata can now be managed centrally in a reusable term store  Using a taxonomy ensures more consistent labeling of data  Managed Metadata  Allows hierarchy of structured, centrally-managed terms across the farm  Enables easy multi-selection of data  Can be reused across sites and even farms Key Benefit: Ensure consistency of terms throughout the organization

14. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 14 Search Suggestions  SharePoint monitors what terms are most popular and most successful in order to make better recommendations  ‘Search as you type’ gives you the ability to immediately see possible matches and suggested terms within the search box  Improved ‘Did You Mean’ offers new or more effective search terms you may not have used Key Benefit: Search more effectively and find information more quickly

15. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 15 Wildcard Searches and Linguistic Capabilities  Wildcard search allows you to find results by typing a partial prefix  e.g. “Micro*” returns “Microchip”, “Microscope”, and “Microsoft”  Improved linguistic capabilities correct common misspellings and recommend alternative searches  Phonetic search algorithm and nickname matching  Search using booleans (AND, OR, NOT) Key Benefit: Save time by getting the results you need even with incomplete information

16. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 16 Social Search  Social search incorporates people’s interests, expertise, and other information from their “My Site” profiles  Outlook Social Connector can automatically discover relationships  “Self Search” returns information about the current user  Click popularity influences the ranking of search results  User behavior now drives search quality  Content ratings  Social tagging  Query suggestions  Popularity of click-throughs Key Benefit: Streamline collaboration across teams

17. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 17 Business in the Right Direction. Go West. What’s Improved for Search in SharePoint 2010

18. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 18 Architectural Improvements  Search crawling can now be distributed across multiple servers with built-in load balancing  The new service application model can be used to isolate search services from other shared services  Ability to add multiple indexers  Scale and performance have both been improved drastically  Manageability through PowerShell Key Benefit: Avoid downtime, scale larger, and work more quickly

19. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 19 Functional Improvements  Federation  Additional OpenSearch providers are now available  Can now be searched directly from Windows 7 or Internet Explorer  Indexing  Now uses Business Connectivity Services  Connectors can be defined visually through SharePoint Designer  Connectors can be written in.NET  Usage Analytics  Built-in reports show term popularity and peak times used Great for determining best bets to use and finding gaps in content  Custom reports can be written using the Report Definition Language

20. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 20 Business in the Right Direction. Go West. Bringing It All Together: SharePoint 2010 Search Demo

21. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 21 Business in the Right Direction. Go West. Advanced Scenarios with FAST Search 2010

22. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 22 FAST Search Overview SharePoint for Internet Sites, Enterprise (SPFIS,E) FAST Search for Internet Sites (FSIS) FAST Search for SharePoint (FS4SP) FAST Search for Internal Applications (FSIA)

23. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 23 Advanced Scenarios with FAST Search 2010  Contextual Audience Targeting  Visual Cues  Deep Refinement and Property Extraction  Flexible Content Pipeline  Immense Scale

24. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 24 Contextual Audience Targeting  Search results and best bets can be targeted at specific audiences  Results can be targeted based on what group or office a user belongs to  e.g. When searching for a certain product by name, somebody in marketing would find sales materials while engineers would find technical materials  Results can also be targeted based on a user’s expertise or other profile data Key Benefit: Create tailored experiences relevant to specific groups

25. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 25 Visual Cues  Visual Best Bets support the ability to plug in graphic results, videos, or interactive tools  Thumbnails are now displayed for Word and PowerPoint files  Document previews allow you to easily distinguish between files based on their thumbnails Key Benefit: Provide richer search experiences through tailored results and make decisions faster through previews Key Benefit: Provide richer search experiences through tailored results and make decisions faster through previews

26. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 26 Deep Refinement  Refinement panels in FAST give exact numbers of results  Navigators are based on all data, not just a subset  Built-in support for sorting by any property  Eliminate duplicates automatically Key Benefit: Sort, filter, and get to specific results even more quickly

27. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 27 Flexible Content Pipeline  FAST introduces the concept of a “Content Pipeline”  Sequential stages perform specific tasks on content  Breaks down content to discrete components to build meaning  Understands file encoding, data formats, and written languages  Custom stages can be built to enrich content  The Content Pipeline tries to infer properties for known entity types (names, addresses, dates)  e.g. Author property of “John Doe” is automatically picked up from “By John Doe” Key Benefit: Eliminate work by discovering metadata automatically

28. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 28 Immense Scale  Deployments can site collection and scale as large as needed  All node types can be configured with failovers  Natively understands over 400 document types and 85 languages  Performance targets  30 million documents / node  50 queries / sec / node  35 documents indexed / sec / node Key Benefit: Support even the largest search scenarios

29. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 29 Business in the Right Direction. Go West. FAST Search 2010 Demo

30. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 30 Business in the Right Direction. Go West. Key Benefits for Law Firms and Corporate Legal

31. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 31 SharePoint 2010 Search Key Benefits for Law Firms and Corporate Legal  Filter-based Navigation  Find targeted results even faster  Tagging and Ratings  Allow users to classify content using terms familiar to them  Managed Metadata - "Taxonomy"  Ensure consistency of terms throughout the organization  Search-as-you-Type  Search more effectively and find information more quickly  Wildcard Searches and Linguistic Capabilities  Save time by getting the results you need even with incomplete information  Office Web Apps  Work anywhere through the browser-based Office Web Applications  Social Search  Streamline collaboration across teams  Architectural Improvements  Avoid downtime, scale larger, and work more quickly

32. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 32 FAST Search Server for SharePoint 2010 Key Benefits for Law Firms and Corporate Legal  Contextual Audience Targeting  Create tailored experiences relevant to specific groups  Visual Cues  Provide richer search experiences through tailored results and make decisions faster through previews  Deep Refinement  Sort, filter, and get to specific results even more quickly  Flexible Content Pipeline  Eliminate work by discovering metadata automatically  Immense Scale  Support even the largest search scenarios

33. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 33 Business in the Right Direction. Go West. Question & Answer

34. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 34 Contact Information  To learn more about West Monroe Partners or to schedule a personal demo, please contact me at: Bert Johnson bjohnson@westmonroepartners.com 312-980-9425 Twitter: @SPBert bjohnson@westmonroepartners.com 34

35. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 35 Business in the Right Direction. Go West. Thank You!

36. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 36 SharePoint 2010 Solutions Advanced search functionality Metadata (Navigation, Rating, Comments) Corporate taxonomies Personal folksonomies Information Consumer Unified, scalable platform Integrated systems Extensibility and choice (SharePoint Search, FAST) Business Connectivity Services IT Management Integrated security – across platforms Consistent implementation across solutions Single platform, to reduce support costs and simplify licensing Organization

37. © 2010 West Monroe Partners, LLC Reproduction and distribution without West Monroe Partners prior consent prohibited. 37 Differentiators of FAST Search Conversational User Experience Precise ControlContent ProcessingPlatform FeaturesProperty extraction Prebuilt Customization / Extensibility Content coverage 400+ document types 82 languages Advanced Linguistics Offensive content filter Extreme scale In 3 dimensions At best footprint Query Expressiveness (FQL) Relevance and sorting Symbol & proximity search BenefitsProvide the best, most productive, user experience Maximize productivity through control Make the most of all your content Tackle the most demanding search challenges