Microsoft and Business Intelligence That Sells

November 19, 2015

I read “Microsoft’s Graph Wants to Turn User Data into Business Intelligence It Can Sell.” The write up is interesting because Microsoft has been laboring in the information access vineyards for decades. The products produced are somewhat different from the products of other data vintners in my opinion. The other point is that Microsoft, if the article is accurate, wants to sell information, not software and cloud services, subscriptions to Office, and mobile phones. Wait. Maybe not mobile phones. What will Microsoft be selling?

I learned:

What it [Microsoft] would like to do is to take your user  information and use it in much the same way that Google reads your email to understand when your flight is going to leave, or Microsoft’s Cortana tracks packages. What Google doesn’t have access to, though, is all that information you’ve tucked away into Office: not just email, but documents, OneNote notes, and the like. As the original Office Graph names suggests, Microsoft sees the Graph first as a business tool. Entire companies have already been built around the sort of business intelligence that Microsoft hopes to provide, whether it be customer-relationship management, logistics, or sales analysis tools. Microsoft hopes to take its Office contextual data and provide it as a service to third parties. Eventually it could take data from a company like Salesforce, integrate it with the Office data, and provide a richer mix of data back to its customers. Currently, its partners include Do.com, SkyHigh Networks, Smartsheet, and OfficeAtWork.

Microsoft has some interesting ideas. Does the future of Microsoft include search and SharePoint. Sketching plans for the future are interesting and often enjoyable. Delivering is a different exercise. The monitoring functions of Windows 10 hint at some of the questions Microsoft will have to address. Reality and the future are often difficult to reconcile with Alphabet-Google’s and other firms’ efforts.

Stephen E Arnold, November 19, 2015

Another Categorical Affirmative: Nobody Wants to Invest in Search

October 8, 2015

Gentle readers, I read “Autonomy Poisoned the Well for Businesses Seeking VC Cash.” Keep in mind that I am capturing information which appeared in a UK publication. I find this type of essay interesting and entertaining. Will you? Beats me. One thing is certain. This topic will not be fodder for the LinkedIn discussion groups, the marketers hawking search and retrieval at conferences to several dozen fellow travelers, or in consultant reports promoting the almost unknown laborers in the information access vineyards.

Why not?

The problem with search reaches back a few years, but I will add a bit of historical commentary after I highlight what strikes me as the main point of the write up:

Nobody wants to invest in enterprise search, says startup head. Patrick White, Synata

Many enterprise search systems are a bit like the USS United States, once the slickest ocean liner in the world. The ship looks like a ship, but the effort involved in making it seaworthy is going to be project with a hefty price tag. Implementing enterprise search solutions are similar to this type of ocean-going effort.

There you go. “Nobody.” A categorical in the “category” of logic like “All men are mortal.” Remarkable because outfits like Attivio, Coveo, and Digital Reasoning, among others have received hefty injections of venture capital in recent memory.

The write up makes this interesting point:

“I think Autonomy really messed up [the space]”, and when investors hear ‘enterprise search for the cloud’ it “scares the crap out of them”, he added. “Autonomy has poisoned the well for search companies.” However, White added that Autonomy was just the most high profile example of cases that have scared off investors. “It is unfair just to blame Autonomy. Most VCs have at least one enterprise search in their portfolio. So VCs tend to be skittish about it,” he [added.

I am not sure I agree. Before there was Autonomy, there was Fulcrum Technologies. The company’s marketing literature is a fresh today as it was in the 1990s. The company was up, down, bought, and merged. The story of Fulcrum, at least up to 2009 or so is available at this link.

The hot and cold nature of search and content processing may be traced through the adventures of Convera (formerly Excalibur Technologies) and its relationships with Intel and the NBA, Delphes (a Canadian flame out), Entopia (a we can do it all), and, of course, Fast Search & Transfer.

Now Fast Search, like most old school search technology, is very much with us. For a dose of excitement one can have Search Technologies (founded by some Convera wizards) implement Fast Search (now owned by Microsoft).

Where Are the Former Big Six in Enterprise Search Vendors: 2004 and 2015

Autonomy, now owned by HP and mired in litigation over allegations of financial fraud

Convera, after struggles with Intel and NBA engagements, portions of the company were sold off. Essentially out of business. Alums are consultants.

Endeca, owned by Oracle and sold as an eCommerce and business intelligence service. Oracle gives away its own enterprise search system.

Exalead, owned by Dassault Systèmes and now marketed as a product component system. No visibility in the US.

Fast Search, owned by Microsoft and still available as a utility for SharePoint. The technology dates from the late 1990s. Brand is essentially low profiled at this time.

Verity, Autonomy purchased Verity and used its customer list for upsales and used the K2 technology as part of the sprawling IDOL suite.

Fast Search reported revenues which after an investigation and court procedure were found to be a bit enthusiastic. The founder of Fast Search was the subject of the Norwegian authorities’ attention. You can check out the news reports about the prohibition on work and the sentence handed down for the issues the authorities concluded warranted a slap on the wrist and a tap on the head.

The story of enterprise search has been efforts—sometimes Herculean—to sell information access companies. When a company sells like Vivisimo for about one year’s revenues or an estimated $20 million, there is a sense of getting that mythic task accomplished. IBM, like most of the other acquirers of search technology, try valiantly to convert a utility into something with revenue lift. As I watch the evolution of the lucky exits, my overall impression is that the purchasers realize that search is a utility function. Search can generate consulting and engineering fees, but the customers want more.

That realization leads to the wild and crazy hyper marketing for products like Hewlett Packard’s cloud version of Autonomy’s IDOL and DRE technology or IBM’s embrace of open source search and the wisdom of wrapping that core with functions.

Enterprise search, therefore, is alive and well within applications or solutions that are more directly related to something that speaks to senior managers; namely, making sales and reducing costs.

What’s the cost of making sure the controls for an enterprise search system are working and doing the job the licensee wants done?

The problem is the credit card debt load which Googlers explained quite clearly. Technology outfits, particularly information access players, need more money than it is possible for most firms to generate. This contributes to the crazy flips from search to police analysis, from looking up an entry in a data base to an assertion that customer support is enabled, hunting for an article in this blog is now real time, active business intelligence, or indexing by proper noun like White House morphs into natural language understanding of unstructured text.

Investments are flowing to firms which could be easily positioned as old school search and retrieval operations. Consider Lexmark, a former unit of IBM, and an employer of note not far from my pond filled with mine run off in Kentucky. The company, like Hewlett Packard, wants to find a way to replace its traditional business which was not working as planned as a unit of IBM. Lexmark bought Brainware, a company with patents on trigram methods and a good business for processing content related to legal matters. Lexmark is doing its best to make that into a Trump scale back office content processing business. Lexmark then bought a technology dating from the 1980s (ISYS Search Software once officed in Crow’s Nest I believe) and has made search a cornerstone of the Lexmark next generation health care money spinning machine. Oracle has a number of search properties. Most of these are unknown to Oracle DBAs; for example, Artificial Linguistics, TripleHop, InQuira’s shotgun NLP technology, etc. The point is that the “brands” have not had enough magnetism to pull revenues on a stand alone basis.

Successes measured in investment dollars is not revenue. Palantir is, in effect, a search and retrieval outfit packaged as a super stealthy smart intelligence system. Recorded Future, funded by Google and In-Q-Tel, is doing a bang up job with specialized content processing. There are, remember, search and retrieval companies.

The money in search appears to be made in these plays:

  • The Fast Search model. Short cuts until an investigator puts a stop to the activities.
  • Creating a company and then selling it to a larger firm with a firm conviction that it can turn search into a big time money machine
  • Buying a search vendor to get its customers and opportunities to sell other enterprise software to those customers
  • Creating a super technology play and going after venture funding until a convenient time arrives to cash out
  • Pursue a dream for intelligent software and survive on research grants.

This list does not exhaust what is possible. There are me-too plays. There are mobile niche plays. There are apps which are thinly disguised selective dissemination of information services.

The point is that Autonomy is a member of the search and retrieval club. The company’s revenues came from two principal sources:

  1. Autonomy bought companies like Verity and video indexing and management vendor Virage and then sold other products to these firm’s clients and incorporated some of the acquired technology into products and services which allowed Autonomy to enter a new market. Remember Autonomy and enhanced video ads?
  2. Autonomy managed well. If one takes the time to speak with former Autonomy sales professionals, the message is that life was demanding. Sales professionals including partners had to produce revenue or some face time with the delightful Dr. Michael Lynch or other senior Autonomy executives was arranged.

That’s it. Upselling and intense management for revenues. Hewlett Packard was surprised at the simplicity of the Autonomy model and apparently uncomfortable with the management policies and procedures that Autonomy had been using in highly visible activities for more than a decade as a publicly traded company.

Perhaps some sources of funding will disagree with my view of Autonomy. That is definitely okay. I am retired. My house is paid for. I have no charming children in a private school or university.

The focus should be on what the method for generating revenue is. The technology is of secondary importance. When IBM uses “good enough” open source search, there is a message there, gentle reader. Why reinvent the wheel?

The trick is to ask the right questions. If one does not ask the right questions, the person doing the querying is likely to draw incorrect conclusions and make mistakes. Where does the responsibility rest? When one makes a bad decision?

The other point of interest should be making sales. Stated in different terms, the key question for a search vendor, regardless of camouflage, what problem are you solving? Then ask, “Will people pay money for this solution?”

If the search vendor cannot or will not answer these questions and provide data to be verified, the questioner runs the risk of taking the USS United States for a cruise as soon as you have refurbed the ship, made it seaworthy, and hired a crew.

The enterprise search sector is guilty of making a utility function appear to be a solution to business uncertainty. Why? To make sales. Caveat emptor.

Stephen E Arnold, October 8, 2015

Microsoft Upgrades Test New Search Feature

September 23, 2015

It is here at last! After several years, Microsoft has finally upgrades its SharePoint and it comes with an exciting list of brand new features.  That is not all Microsoft released an upgrade for; Microsoft’s new cloud hybrid search also has a beta.  PC World examines the new Microsoft betas in the article, “Microsoft Tests SharePoint 2014 And Enterprise Cloud Hybrid Search.”

SharePoint, the popular collaborative content platform, is getting well deserved upgrade that will allow users to finally upload files up to ten gigabytes, a new App Launcher for easier accessibility for applications, simplified file sharing controls, and better accessibility on mobile devices.  As with all Microsoft upgrades, however, it is recommended that SharePoint 2016 is not downloaded into the product environment.

The new cloud hybrid search will make it easier for users to locate files across various Office 365 programs:

“On top of the SharePoint beta, Microsoft’s new cloud hybrid search feature will allow Office 365 users who also run on-premises SharePoint servers to easily access both the files stored in their company’s servers as well as those stored in Microsoft’s cloud. This means that Microsoft Delve, which gives users an at-a-glance view of their team members’ work, can show files that are stored in a company’s servers and in Microsoft’s servers side by side.”

The new search feature will ease server’s workload for creating and maintaining search indices.  Microsoft is encouraging organizations to switch to its cloud services, but it still offers products and support for on-site packages.

While the cloud offers many conveniences, such as quick access to files and for users to be able to work from any location, the search function will increase an ease of use.  However, security is still a concern for many organizations that prefer to maintain on-site servers.

Whitney Grace, September 23, 2015
Sponsored by ArnoldIT.com, publisher of the CyberOSINT monograph

Yammer Improvements and Changes on the Horizon

August 27, 2015

A few years ago, Yammer was an integral part of SharePoint’s marketing campaign as they sought to persuade users that they were moving toward a focus on social. With the upcoming release of SharePoint 2016, social is still important, although it feels less forced and more natural this time around. There will be changes to Yammer and Redmond Magazine covers it in their article, “Microsoft Announces Yammer Improvements To Come While Deprecating Some Yammer SharePoint Apps.”

The article says:

“Microsoft announced this week that it is working on a more team-oriented Yammer, and it will be bringing along some mobile app improvements, too. Yammer is Microsoft’s enterprise-grade social networking application that’s part of some Office 365 subscription plans. Yammer can be used as a standalone service, but it’s also used with SharePoint Server products and SharePoint Online implementations.”

To stay current on what else may change with the release of SharePoint Server 2016, stay tuned to ArnoldIT.com. Stephen E. Arnold is an expert on search and the enterprise. His dedicated SharePoint feed is a great way to stay up to date on the latest new surrounding SharePoint.

Emily Rae Aldridge, August 27, 2015

Sponsored by ArnoldIT.com, publisher of the CyberOSINT monograph

More Enterprise Search Revisionism: Omitted Companies Are the Major News

August 24, 2015

A flurry of news items hit my Overflight system in the last couple of days. Gartner, one of the expert for hire mid tier consulting firms, issued a “Gartner’s Magic Quadrant for Enterprise Search.” I am not sure if you can access the report. I had to log in to LinkedIn and work through various screens until this gem presented itself to me.

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I followed the link and learned that the “Magic Quadrant for 2015” includes these firms:

The Challengers. To me a challenger means a person or thing that engages in any contest, as of skill, strength, etc.

  • LucidWorks, founded in 2007
  • Mindbreeze, a unit of Microsoft centric Fabasoft in Austria. The search unit fired up a decade ago
  • Google, ah, dear old Google and its pricey Google Search Appliances. You can find the license fees for some devices via the GSAAdvantage service. Google has been sort of selling GSAs for a decade.
  • Dassault Systems, yep, the French engineering outfit working to convert Exalead’s ageing technology into a product component solution. Exalead dates from 2000. Yikes, that makes the technology 15 years old, an aeon in technology time.

The good news is that LucidWorks has its roots in open source. The other three outfits are proprietary technology.

The second group is Niche Players. The companies in this sector are:

  • Expert System. An outfit which opened its doors in 1992 and whose stock is publicly traded. The share price on August 23, 2015 was $2.13 a share
  • Recommind, founded in year 2000, is a legal system whose technical approach often reminds me of Autonomy’s systems and methods. The firm was founded in 2000 and now, according to this story, has $70 million in revenue
  • Squiz, which is, by golly, not an open source solution despite its origins in the 2001 P@noptic academic/research setting in Australia. Just try searching for that spelling “P@noptic.”

The third group is Visionaries which to me means “given to or characterized by fanciful, not presently workable, or unpractical ideas, views, or schemes.” The dictionary entry here also points out these clarifications: unreal, imaginary, idealistic, impractical, and unrealizable. Here are the search outfits in this category:

  • BA Insight. This is an company founded in 2004. The founder raised some venture money and then found himself looking for his future elsewhere. In the presentations I have heard, BA Insight is [a] an enterprise search system replacement for whatever you have running, [b] a business intelligence system, [c] a metatagging machine, [d] some combination of these functions.,
  • IBM. Ah, dear, old IBM. The company does the home grown thing with scripts and algorithms from its research labs. IBM was founded in It does the open source thing by building in 1911. The company has had a long time to figure out what to do since the STAIRS III and Web Fountain days. Now IBM search means use of open source, community supported, free Lucene. Plus, It does the acquisition thing with SPSS Clementine (remember than, gentle reader), Vivisimo, i2, and Cybertap, among other information access companies IBM has purchased. At the end of the day, I am not sure what search means because IBM has been promoting the heck out of Watson. You remember Watson. It was a TV game show winner. Watson wrote a cook book. Watson is curing cancer. Watson is doing all sorts of wonderful things. I suppose that’s why it is a visionary with 13 consecutive quarters of revenue decline.
  • IHS (Information Handling Service. IHS leverages technology from The Invention Machine (founded in 1992) an acquisition built to locate systems and methods from patent documents. The IHS search system is called Goldfire and positioned as an enterprise search system. IHS, according to Attivio, licenses the Fast Search & Transfer influenced UIA technology platform. IHS for me is a publishing company, but I suppose that doesn’t matter in today’s fluid world.

The final group of search vendors is labeled leaders. So what’s a leader? According to my online dictionary, a leader is a person or thing that leads. And “lead” means to go before or with to show the way; conduct or escort. No, I will not refer to Ashley Madison, gentle reader. I will play this straight. The leaders are:

  • Attivio, founded in 2007. It must be a leader because a “visionary” uses the Attivio technology to be a visionary. Is that self referential like articles about Google’s right to be forgotten which must be forgotten?
  • Coveo, founded in 2004. This company has been, like Attivio, successful in attracting venture capital.The company once focused on Microsoft Windows as did BA Insight. Now the firm is into customer support but the mid tier consultants remember the good old days of enterprise search.
  • Hewlett Packard. Ah, HP, the company wrote a check for $11 billion in 2011, promptly wrote off billions, and embarked on a much loved legal challenge to Dr. Michael Lynch and some other favored individuals. HP, like IBM, has been racking up declining revenues for five consecutive quarters and is in the process of dividing itself into two separate companies. Does this suggest that HP some challenges? Keep in mind Autonomy was founded in the mid 1990s.
  • Lexmark. This is a relative newcomer to enterprise search. The company bought Brainware of trigram fame. Lexmark bought the 1980s search darling ISYS Search Software, which was founded in 1988. The company also snagged Kofax, which got into the content processing game with its acquisition of Kapow. I did hear that Lexmark is looking at some shortfalls related to search and content processing. I reported on the chopping of 500 jobs a couple of months ago. But leaders must expect some setbacks like Hewlett Packard. Perhaps Lexmark will reveal the shortfall from its “search related” endeavors. I would peg the number somewhere in the $75 to $80 million range in the last 18 months.
  • Sinequa. This marketing centric, social media maven was founded in 2002. The company has some big European clients, but I am not certain that the push into the US has met with the “name in lights” success some French stakeholders expected. Sinequa is obviously a leader in search. I classify the company as a business process outfit, but the mid tier consultants are more informed than an old guy in rural Kentucky.

My view of the enterprise search sector is different.The companies in this list are oldies, a couple dating from the late 1980s and early 1990s. Let’s see. In Internet time, that pegs some technology as prehistoric.,

There is a notable omission too. The list of companies identified by the mid tier outfit has missed the company which has been driving a bulldozer through deals.

What company is that?

Elastic, gentle reader. This outfit is in the process of providing the folks at Goldman Sachs with some information access love. The company has shoved aside the Lucid Works outfit which is scrambling to reposition itself as a Big Data spark something. There are cloud versions of Elastic available for a darned reasonable price. Check out SearchBlox, for example. Keep in mind that Elasticsearch was a second act to Compass, another search system.

A question which I asked myself is, “Why has a mid tier outfit which is so darned expert in enterprise search overlooked the big dog?” Frankly I have no evidence other than the odd little grid in the Linked In post. I assume that the experts at the mid tier firms don’t know much about what’s happening in search. Another thought is that the Elastic folks don’t buy much third party expert input about search. Whatever the reason, I suggest you, gentle reader, become familiar with Elasticsearch in the free or for fee variant.

Another gap I noticed is the omission of the appliance folks. Right off the bat, I think Index Engines, Maxxcat, and Thunderstone deserve a tiny footnote. Maxxcat, for example, is pretty good in the enterprise content indexing arena. Buy a box and plug it in. Index Engines does a great job making some specialized content instantly accessible. And Thunderstone? Well, the company has some darned good technology.

A third lacuna is the omission of the wild and crazy, Fast Search & Transfer tinged SharePoint search. There are upwards of 150 million SharePoint installations. Like it or not, Microsoft also shoves search down my throat each time I use Windows 10. Yikes. The system may have a legacy of considerable interest, but the darned thing is out there. Maybe a teeny tiny footnote? I would suggest that the mid tier outfit identify the vendor which sells more search into Microsoft installations than any other vendor. Nope. I won’t identify this outfit. The president agreed to a Search Wizards Speak interview and then backed out. Too bad for him. No life preserver from me again.

What’s the value of this league table or grid thing from the mid tier consulting firm.

First, it allows the companies in the list to issue a news release. I have already seen references to some of the companies. This post was inspired by the junk mail Linked In shoots at me on a regular basis. There’s nothing like PR which gets a company’s name in front of a bunch of red hot prospects.

Second, the mid tier consulting firm can visit with each company. I can imagine that on those visits, the mid tier consulting firm might just mention the firm’s strategic and tactical for fee services. Hey, if I worked for a mid tier consulting firm, I would be sure to explain why retaining me was the best darned thing since sliced bread. Oh, wait. I worked at Booz, Allen & Hamilton before it drifted into Snowden drifts. I responded to requests; I don’t recall making sales calls. Life is different now I suppose.

Third, the mid tier reports practically force me to write blog posts. I am delighted to be spurred into action.

Fourth, how much does it cost to use these systems? Why not make a table which presents the name of the company, the search system name so that I know what IBM asserts actually performs enterprise search and what HP calls its cloud stuff with Autonomy made ever so easy? Why not states that such and such a search system begins at $X for the license fee and $Y for the on going support, upgrades, and maintenance? Why not present average hourly engineering and technical service fees? Hey, even the best of this animal shelter of disparate systems fail. Did I say crash? Did I say flame out? Did I say deliver irrelevant results? Well, often in my experience.

To wrap up, the Visionaries, the Challengers, the Leaders, and the Niche Players can output news releases. Some my try to dismiss my observations, which is just peachy keen with me. I assume that failed webmasters, thwarted academicians, and unemployed home economics majors will explain that the best of the best appear in the league table.

Present reality any way one wants. I don’t have to make this stuff work anymore. I don’t have to explain to the CFO why the costs associated with enterprise search will continue to go up until the system is removed from the company. I will no longer have to attend a conference filled with cheerleaders for a utilitarian technology which most companies have learned is pretty much the same as it has been since the days of Fulcrum and Verity.

Remember. This is 2015. Most of the technology presented in the mid tier report is getting old. The world wants mobile. The world wants predictive outputs. The world wants search which actually delivers relevant results.

Maybe that is secondary today?

Will I read the complete report if a copy becomes available to me?

Nah. Marketing stuff bores me.

Stephen E Arnold, August 24, 2015

Organizations Should Consider Office 365 Utilization

July 30, 2015

Office 365 has been a bit contentious within the community. While Microsoft touts it as a solution that gives users more of the social and mobile components they were wishing for, it has not been widely adopted. IT Web gives some reasons to consider the upgrade in its article, “Why You Should Migrate SharePoint to Office 365.”

The article says:

“Although SharePoint as a technology has matured a great deal over the years, I still see many businesses struggling with issues related to on-premises SharePoint, says Simon Hepburn, director of bSOLVe . . . You may be thinking: ‘Are things really that different using SharePoint on Office 365?’ Office 365 is constantly evolving and as I will explain, this evolution brings with it opportunities that your business should seriously consider exploring.’”

Of course the irony is that with the new SharePoint 2016 upgrade, Microsoft is giving users a promise to stand behind on-premise installations, but they are continuing to integrate and promote the Office 365 components. Only time and feedback will dictate the continued direction of the enterprise solution. In the meantime, stay tuned to Stephen E. Arnold and his Web service, ArnoldIT.com. Arnold is a longtime leader in search and his dedicated SharePoint feed is a one-stop-shop for all the latest news, tips, and tricks.

Emily Rae Aldridge, July 30, 2015

Sponsored by ArnoldIT.com, publisher of the CyberOSINT monograph

 

 

Jury Is Still Out on Microsoft Delve

June 11, 2015

Sometimes hailed as Pinterest for the enterprise, Microsoft Delve is a combination of search, social, and machine learning, which produces an information hub of sorts. Delve is also becoming a test subject, as enterprise experts decide whether such offerings intrude into users’ workflow, or enhance productivity. Read more in the Search Content Management article, “Microsoft Delve May Drive Demand for Office365.”

The article summarizes the issue:

“As Microsoft advances further in its mobile-first, cloud-first strategy, new offerings such as Microsoft Delve are piquing companies’ curiosity but also raising eyebrows. Many companies will have to gauge whether services like Delve can enhance worker productivity or run the risk of being overly intrusive.”

As SharePoint unveils more about its SharePoint Server 2016, more will become known about how it functions along with all of its parts, including Delve. It will be up to the users to determine how efficient the new offerings will be, and whether they help or hinder a regular workflow. Until the latest versions become available for public release, stay tuned to ArnoldIT.com for the latest news regarding SharePoint and how it may affect your organization. Stephen E. Arnold is a longtime leader in search and his work on SharePoint is a great go-to resource for users and managers alike.

Emily Rae Aldridge, June 11, 2015

Sponsored by ArnoldIT.com, publisher of the CyberOSINT monograph

 

Enterprise Search: Is Keyword Search a Lycra-Spandex Technology?

March 3, 2015

I read a series of LinkedIn posts about why search may be an enterprise application flop. To access the meanderings of those who believe search is a young Bruce Jenner, you will have to sign up for LinkedIn and then wrangle an invitation to this discussion. Hey, good luck with this access to LinkedIn thing.

Over the years, enterprise search has bulked up. The keyword indexing has been wrapped in layers of helper code. For example, search now classifies, performs work flows operations, identifies entities, supports business intelligence dashboards, delivers self service Web help, handles Big Data, and dozens of other services.

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Image Source: www.sochealth.co.uk.

I have several theories about this chubbification of keyword search. Let me highlight the thoughts that I jotted down as I worked through the “flop” postings on LinkedIn.

First, keyword search is not particularly useful to some people looking for information in an organization. The employee has to know what he or she needs and the terminology to use to unlock the secrets of the index. Add some time pressure and keyword search becomes infuriating. The fix, which began when Fulcrum Technologies pitched a platform approach to search, was to make search a smaller part of a more robust information management solution. You can still buy pieces of the original 1980s Fulcrum technology from OpenText today.

Second, system users continue to perceive results list as a type of homework. The employee has to browse the results list, click on documents that may contain the needed information, scan the document, identify the factoid or paragraph needed, copy it to another document, and then repeat the process. Employees want answers. What better way to deliver those answers than a “point and click” interface? Just pick what one needs and be done with the drudgery of the keyword search.

Third, professionals working in organizations want to find information from external sources like Web pages and blogs and from internal sources such as the server containing the proposals or president’s PowerPoint presentations. Enterprise search is presented as a solution to information access needs. The licensee quickly learns that most enterprise search systems require money, engineers, and time to set up so that content from disparate sources can be presented from a single interface. Again employees grouse when videos from YouTube and from the training department are not in the search results. Some documents containing needed information are not in the search system’s index but a draft version of the document is available via a Bing or Google search.

Fourth, the enterprise search system built on keywords lacks intelligence. For many vendors the solution is to add semantic intelligence, dynamic personalization which figures out what an employee needs by observing his information behaviors, and predictive analytics which just predicts what is needed for the company, a department and an individual.

Fifth, vendors have emphasized that a smart organization must have a taxonomy, a list of words and concepts tailored to the specific organization. These terms enrich the indexing of content. To make taxonomy management easy as pie, search vendors have tossed in editorial controls for indexing, classification, and hit boosting so that certain information appears whether the employee asked for the data or not.

In short order, the enterprise search system looks quite a bit like the “Obesity Is No Laughing Matter” poster.

This state of affairs is good for consulting engineers (SharePoint search, anyone?), mid tier consulting firm pundits, failed webmasters recast as search experts, and various hangers on. The obese enterprise search system is not particularly good for the licensing organization, the employees who are asked to use the system, or for the system administrators who have to shoehorn search into their already stuffed schedule for maintaining databases, accounting systems, enterprise resource planning, and network services.

Search is morbidly obese. No diet is going to work. The fix, based on the research conducted for my new monograph CyberOSINT is that a different approach is needed. Automated collection, analysis, and outputs are the future of information access.

Keyword search is a utility and available in NGIA systems. Unlike the obese keyword search systems, NGIA information access has been engineered to deliver more integrated services to users relying on mobile devices as well as traditional desktop computers.

Obese search is no laughing matter. One cannot make a utility into an NGIA system. However, and NGIA can incorporate search as a utility function. Keep this in mind if you are embracing Microsoft SharePoint-type systems. Net net: traditional enterprise search is splitting its seams, and it is unsightly.

Stephen E Arnold, March 3, 2015

Delve Assists Organizations with Content Curation

February 5, 2015

In a move a la Pinterest, Microsoft now has a feature in Delve to allow users to organize their cards via a new feature called “boards.” The latest eWeek article has all the details. Read more in the article, “Microsoft Office Delve Boards Help Enterprises With Content Curation.”

The article begins:

“Delve is a mobile-optimized app that automatically surfaces situationally relevant information and interactions on ‘cards,’ visual and sharable representations of documents, discussions and other content shared over the Office 365 platform. It is powered by Office Graph, content discovery and machine learning software that the company described as the ‘new Office 365 intelligence fabric’ when it first announced the technology last year.”

Delve is a way for users to view relevant but potentially buried information without having to work too hard for it. It is part of Microsoft’s latest attempts to be a little more intuitive and user friendly while still maintaining their role as the enterprise giant. Stephen E. Arnold covers the latest on Microsoft and many things search on his Web service, ArnoldIT.com. His SharePoint feed is quite useful for those who are following the latest trends in enterprise search.

Emily Rae Aldridge, February 05, 2015

Enterprise Search: Fee Versus Free

November 25, 2014

I read a pretty darned amazing article “Is Free Enterprise Search a Game Changer?” My initial reaction was, “Didn’t the game change with the failures of flagship enterprise search systems?” And “Didn’t the cost and complexity of many enterprise search deployments fuel the emergence of the free and open source information retrieval systems?”

Many proprietary vendors are struggling to generate sustainable revenues and pay back increasingly impatient stakeholders. The reality is that the proprietary enterprise search “survivors” fear meeting the fate of  Convera, Delphes, Entopia, Perfect Search, Siderean Software, TREX, and other proprietary vendors. These outfits went away.

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Many vendors of proprietary enterprise search systems have left behind an environment in which revenues are simply not sustainable. Customers learned some painful lessons after licensing brand name enterprise search systems and discovering the reality of their costs and functionality. A happy quack to http://bit.ly/1AMHBL6 for this image of desolation.

Other vendors, faced with mounting costs and zero growth in revenues, sold their enterprise search companies. The spate of sell outs that began in the mid 2000s were stark evidence that delivering information retrieval systems to commercial and governmental organizations was difficult to make work.

Consider these milestones:

Autonomy sold to Hewlett Packard. HP promptly wrote off billions of dollars and launched a fascinating lawsuit that blamed Autonomy for the deal. HP quickly discovered that Autonomy, like other complex content processing companies, was difficult to sell, difficult to support, and difficult to turn into a billion dollar baby.

Convera, the product of Excalibur’s scanning legacy and ConQuest Software, captured some big deals in the US government and with outfits like the NBA. When the system did not perform like a circus dog, the company wound down. One upside for Convera alums was that they were able to set up a consulting firm to keep other companies from making the Convera-type mistakes. The losses were measured in the tens of millions.

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