The Gilbane Advisor

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Recent reports by Frank on mobile development and big data

While I was still at Outsell Inc, I started writing some reports on information technologies for our publishing and information provider CEO clients. I will most likely be writing a few more similar reports for Outsell this year. While special attention is paid to the interests of publishing and information industry CEOs, the topics are all (so far) about technologies that are important to all industries. These reports are available from Outsell:

Five Technologies to Watch 2012-2013, January 25, 2012

Mobile Development Strategies: What Information Industry Executives Need to Know, November 29, 2011

Big-Data: Big Deal or Just Big Buzz?, August 2, 2011.

Helping Enterprise Searchers Succeed

I begin 2012 with a new perspective on enterprise search, one gained as purely an observer. The venues have all been medical establishments with multiple levels of complexity and healthcare workers. As the primary caregiver for a patient, and with some medical training, I take my role as observer and patient advocate quite seriously.

As soon as the patient was on the way to the emergency room, all of his medical records, insurance cards, medications, and contact information were assembled and brought to the hospital. With numerous critical care professionals intervening, and the patient being taken for various tests over several hours, I verbally imparted information I thought was important that might not yet show up in the system. Toward the end of the emergency phase, after being told several times that they had all his records available and “in the system” I relaxed to focus on the “next steps.”

Numerous specialists were involved in the medical conditions and the first three days passed without “a crisis” but little did we know that medication choices were beginning to cause some major problems. Apparently, some parts of the patient’s medical history were not fully considered, and once the medications caused adverse outcomes, all kinds of other problem arose.

Fortunately, I was there to verbally share knowledge that was in the patient’s medical records and get choices of medicine reversed. On several occasions, doctor’s care orders had been “overlooked” and complicating interventions were executed because the healthcare person “in the moment” took an action without “seeing” those orders. I personally watched the extensive recording of doctor’s decisions and confirmed with them changes that were being made to the patient’s care, but repeatedly had to ask why a change was not being implemented.

Observing for six to eight hours on several care floors, I can only say that time is the enemy for medical staff. When questions were raised, the answers were in the system; in other words, “search worked.” What was not available to staff was time to study the whole patient record and understand overlapping and sometimes conflicting orders about care.

It is shortsighted for any institution to believe that it can squeeze professionals to “think-fast,” “on-their-feet” for hours on end with no time to consider the massive amounts of searchable results they are able to assemble. Human beings should not be expected to sacrifice their professional integrity and work standards because their employers have put them in a constant time bind.

My family member had me, but what of patients with no one, or no one versed in medical conditions and processes to intervene. This extends to every line of business where risk is involved from the practice of law to engineering, manufacturing, design, research and development, testing, technical documentation writing, etc.

I don’t minimize how hard it is for businesses and professional services to stay profitable and competitive when they are being pressed to leverage technology for information resource management. However, one measure that every enterprise must embrace is educating its workforce about the use of information technologies it employs. It is not enough to simply make a search engine interface accessible on the workstation. Every worker must be shown how to search for accurate information, authoritative information, and complete information, and be made aware of the ways to ingest and evaluate what they are finding. Finally, they must be given an alternative to getting a more complete chronicle when the results don’t match the need, even if that alternative is to seek another human being instead of a technology.

Search experts are a professionally trained class of workers who can fill the role of trainers, particularly if they have subject matter expertise in the field where search is being deployed. The risks to any enterprise of short-changing workers by not allowing them to fully exploit and understand results produced from search are long-term, but serious.

It is important to leave this entry with recognition that, due to wonderful healthcare professionals and support staff, the outcomes for the patient have been positive. People listened when I had information to share and respected my role in the process. That in no way absolves institutions and enterprises from giving their employees the autonomy and time to pay attention to all the information flooding their sphere of operation. In every field of endeavor, human beings need the time and environment to mindfully absorb, analyze and evaluate all the content available. Technology can aid but cannot carry out thoughtful professional practice.

Making Search Play Well with Content Solutions

In keynote sessions at the recent Gilbane Boston Conference, three speakers in a row made points about content management solutions that are also significant to selection and implementation of enterprise search. Here is a list of paraphrased comments.

  • From Forrester analyst, Stephen Powers were these observations: 1. The promise has been there for years for an E (enterprise)CM suite to do everything but the reality is that no one vendor, even when they have all the pieces, integrates them well. 2. Be cautious about promises from vendors who claim to do it all; instead, focus on those who know how to do integration.
  • Tony Byrne of the Real Story Group observed about Google in the enterprise that they frequently fail because Google doesn’t really understand “how work gets done in the enterprise.”
  • Finally, Scott Liewehr of the Gilbane Group stated that a services firm selection is more important than the content management system application selection.

Taken together these statements may not substantiate the current state of the content management industry but they do point to a trend. Evidence is accruing that products and product suppliers must focus on playing nice together and work for the enterprise. Most tend not to do well, out-of-the-box, without the help of expertise and experts.

Nominally, vendors themselves have a service division to perform this function but the burden falls on the buyer to make the “big” decisions about integration and deployment. The real solution is waiting in the wings and I am increasingly talking to these experts, system integrators. They come in all sizes and configurations; perhaps they don’t even self-identify as system integrators, but what they offer is deep expertise in a number of content software applications, including search.

Generally, the larger the operation the more substantial the number and types of products with which they have experience. They may have expertise in a number of web content management products or e-commerce offerings. A couple of large operations that I have encountered in Gilbane engagements are Avalon Consulting, and Search Technologies, which have divisions each specializing in a facet of content management including search. You need to explore whether their strengths and expertise are a good fit with your needs.

The smaller companies specialize, such as working with several search engines plus tools to improve metadata and vocabulary management so content is more findable. Specialists in enterprise search must still have an understanding of content management systems because those are usually the source of metadata that feed high quality search. I’ve recently spoken with several small service providers whose commentaries and case work illustrate a solid and practical approach. Those you might want to look into are: Applied Relevance, Contegra Systems, Findwise, KAPS Group, Lucid Imagination, New Idea Engineering, and TNR Global.

Each of these companies has a specialty and niche, and I am not making explicit recommendations. The simple reason is that what you need and what you are already working on is unique to your enterprise. Without knowledge of your resources, special needs and goals my recommendations would be guesses. What I am sharing is the idea that you need experts who can give value when they are the right experts for your requirements.

The guidance here is to choose a search services firm that will move you efficiently and effectively along the path of systems integration. Expertise is available and you do not need to struggle alone knitting together best-of-breed components. Do your research and understand the differentiators among the companies. High touch, high integrity and commitment for the long haul should be high on your list of requirements – and of course, look for experience and expertise in deploying the technology solutions you want to use and integrate.

Next month I’ll share some tips on evaluating possible service organizations starting with techniques for doing research on the Web.

Up-to-Speed Reading for Gilbane Boston: Recent Publications

Looking to make the most of your experience at Gilbane Boston 2011? Want to be current on the latest content trends and technologies? Download our recent papers, some of which you may have missed.

Smart Approaches to Managing Mobile Learning Content. Just published! Why a content strategy rather than a project mentality is the only way to take full advantage of the business performance benefits and productivity gains that are possible with mobile learning. Listen to the webinar.

Magazines at a Digital Crossroads: eCommerce and New Models for the Future. Makes the case for a growing need for contemporary eCommerce platforms to support publishers as they experiment, win, iterate, and drive their businesses into the future. Listen to the webinar.

Content, Audience, and Targeted Messaging: The Virtuous Circle of Customer Engagement. Presenting marketing messages and advertisements that are relevant at the right moment to create the tipping point from engagement to conversion.

A Fresh Look at Web Content Management: Mastering the Core Capabilities of Contemporary Platforms. The core aspects of today’s WCM systems for anyone evaluating, or reevaluating, the WCM needs of their organizations. Listen to the webinar.

Addressing Digital Product Development Risks: Best Practics for Creating Strategic Outsourcing Relationships. Digital products fail for all kinds of reasons. Poor development does not have to be one of them.

Understanding Best Practices for Profiling, Personalizing, and Targeting Next-Generation Engagment. Develop a new appreciation for the power and value of contemporary personalization, and gain an understanding of how to realize its benefits within your organization.

Global Digital Engagement: Leveragng Opportunities to Increase Impact and Reduce Complexity. How to remove the mystery and anxiety of delivering high-value interactions that lead to engagement by improving the dynamics of each.

Collaboration to Business Transformation: Expanding the role of Enterprise Social Networks

Of course we think all of our conference sessions are not to be missed, but for those specially interested in enterprise social networks, and process transformation we’ve paired up AIIM President John Mancini, to share some of the research his organization is completing on this topic, and Mike Gotta, Senior Technical Manager for Social Software at Cisco, and ex Gartner VP & Research Director. Be sure to check this one out the latest trends in this area

C4. From Collaboration to Business Transformation: Expanding the role of Enterprise Social Networks

Gilbane Boston, The Boston Westin Waterfront
Thursday, December 1, 8:30 – 9:30

Effective collaboration initiatives often focus on process, information and technology. However the advent of enterprise social networking has expanded the scope of what’s possible, and it goes far beyond mere collaboration. This session will examine architectural building blocks that enable social networking, common practices to help overcome adoption hurdles, and governance and change management approaches. It will also contain a presentation of the work of an AIIM task force that has been building use cases and best practices relative to social transformation for 3 key value chains in any organization:

  1. sales and marketing;
  2. product design and innovation; and
  3. knowledge worker creativity and productivity.

This session will demonstrate why the time has come to move discussions of social business from the abstract benefits of “collaboration” to a richer focus on process and value chain transformation.

Moderator: Marc Strohlein, Principal, Agile Business Logic
 
John ManciniPresident, AIIM
Social in the Flow – Moving Social from “Nice to Have” to Process Transformation
Mike GottaSenior Technology Manager, Cisco
Enterprise Social Networking: Identity, Graphs & Social Objects

Why is it so Hard to “Get” Semantics Inside the Enterprise?

Semantic Software Technologies: Landscape of High Value Applications for the Enterprise was published just over a year ago. Since then the marketplace has been increasingly active; new products emerge and discussion about what semantics might mean for the enterprise is constant. One thing that continues to strike me is the difficulty of explaining the meaning of, applications for, and context of semantic technologies.

Browsing through the topics in this excellent blog site, http://semanticweb.com , it struck me as the proverbial case of the blind men describing an elephant. A blog, any blog, is linear. While there are tools to give a blog dimension by clustering topics or presenting related information, it is difficult to understand the full relationships of any one blog post to another. Without a photographic memory, an individual does not easily connect ideas across a multi-year domain of blog entries. Semantic technologies can facilitate that process.

Those who embrace some concept of semantics are believers that search will benefit from “semantic technologies.” What is less clear is how evangelists, developers, searchers and the average technology user can coalesce around the applications that will semantically enable enterprise search.

On the Internet content that successfully drives interest, sales, opinion and individual promotion does so through a combination of expert crafting of metadata, search engine technology that “understands” the language of the inquirer and the content that can satisfy the inquiry. Good answers are reached when questions are understood first and then the right content is selected to meet expectations.

In the enterprise, the same care must be given to metadata, search engine “meaning” analysis tools and query interpretation for successful outcomes. Magic does not happen without people behind the scenes to meet these three criteria executing linguistic curation, content enhancement and computational linguistic programming.

Three recent meeting events illustrate various states of semantic development and adoption, even as the next conference, Semantic Tech & Business Conference – Washington, D.C. on November 29 – is upon us:

Event 1 – A relatively new group, the IKS-Community funded by the EU has been supporting open source software developers since 2009. In July they held a workshop in Paris just past the mid-point of their life cycle. Attendees were primarily entrepreneurs and independent open source developers seeking pathways for their semantically “tuned” content management solutions. I was asked to suggest where opportunities and needs exist in US markets. They were an enthusiastic audience and are poised to meet the tough market realities of packaging highly sophisticated software for audiences that will rarely understand how complex the stuff “under the hood” really is. My principal charge to them was to create tools that “make it really easy” to work with vocabulary management and content metadata capture, updates, and enhancements.

Event 2. – On this side of the pond, UK firm Linguamatics hosted its user group meeting in Boston in October. Having interviewed a number of their customers last year to better understand their I2E product line, I was happy to meet people I had spoken with and see the enthusiasm of a user community vested in such complex technology. Most impressive is the respectful tone and thoughtful sharing between Linguamatics principals and their customers. They share the knowledge of how hard it is to continually improve search technology that delivers answers to semantically complex questions using highly specialized language. Content contributors and inquirers are all highly educated specialists seeking answers to questions that have never been asked before. Think about it, search engines designed to deliver results for frequently asked questions or to find content on popular topics is hard enough, but finding the answer to a brand new question is a quantum leap of difficulty in comparison.

To make matters even more complicated, answers to semantic (natural language) questions may be found in internal content, in published licensed content or some combination of both. In the latter case, only the seeker may be able to put the two together to derive or infer an answer.

Publishers of content for licensing play a convoluted game of how they will license their content to enterprises for semantic indexing in combination with internal content. The Linguamatics user community is primarily in life sciences; this is one more hurdle for them to overcome to effectively leverage the vast published repositories of biological and medical literature. Rigorous pricing may be good business strategy, but research using semantic search could make more headway with more reasonable royalties that reflect the need for collaborative use across teams and partners.

Content wants to be found and knowledge requires outlets to enable innovation to flourish. In too many cases technology is impaired by lack of business resources by buyers or arcane pricing models of sellers that hold vital information captive for a well-funded few. Semantically excellent retrieval depends on an engine’s indexing access to all contextually relevant content.

Event 3. – Leslie Owens of Forrester Research, at the Fall 2011 Enterprise Search Summit conducted a very interesting interactive session that further affirms the elephant and blind men metaphor. Leslie is a champion of metadata best practices and writes about the competencies and expertise needed to make valuable content accessible. She engaged the audience with a series of questions about its wants, needs, beliefs and plans for semantic technologies. As described in an earlier paragraph about how well semantics serves us on the Web, most of the audience puts its faith in that model but is doubtful of how or when similar benefits will accrue to enterprise search. Leslie and a couple of others made the point that a lot more work has to be done on the back-end on content in the enterprise to get these high-value outcomes.

We’ll keep making the point until more adopters of semantic technologies get serious and pay attention to content, content enhancement, expert vocabulary management and metadata. If it is automatic understanding of your content that you are seeking, the vocabulary you need is one that you build out and enhance for your enterprise’s relevance. Semantic tools need to know the special language you use to give the answers you need.

Informatica Delivers Data Parser for Hadoop

Informatica Corporation, the provider of data integration software, announced the immediate availability of Informatica HParser, a data parsing transformation solution for Hadoop environments. Informatica HParser runs on distributions of Apache Hadoop, exploiting the parallelism of the MapReduce framework to efficiently turn unstructured complex data, such as web logs, social media data, call detail records and other data formats, into a structured or semi-structured format in Hadoop. Once transformed into a more structured format, the data can be used and validated to drive business insights and improve operations. Available in a free community edition and commercial editions, Informatica HParser provides organizations with the solution they require to extract the value of complex, unstructured data. http://www.informatica.com

Integrated Dynamic Schema.org Support in Webnodes CMS v3.7

Webnodes has announced CMS to have dynamic support for Schema.org. The new feature has an intuitive vocabulary mapping user interface as well as a code API and Asp.Net controls to streamline the work for site developers. The Webnodes CMS ontology management user interface provides a separation between data, data model and presentation layout. Schema.org which is all about making search engines understand the meaning of your content is a natural extension to the semantic core engine.  http://www.webnodes.com

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