Tuesday, May 15th, 2007
Continental Breakfast
8:00 a.m. - 9:00 a.m.
WELCOME & KEYNOTE: Search in 2007: Growth, Chaos, & Confusion
9:00 a.m. - 9:45 a.m.
Susan E. Feldman, Research Vice President, Search and DiscoveryTechnologies, IDC

Confusion reigns in the 2007 search market. Like a Bach fugue, the
search industry has more parallel themes than one person can follow:
extended search platforms, appliances, hosted search, embedded search
in task-targeted applications, site search, desktop search, Web search
for business, search plus text mining for BI or customer support. There
is good reason for the confusion and the current feeding frenzy:
information management and access may be the last big computing
platform to emerge, and none of today’s vendors have a lock on it. From
unifying access to silos of information, to software integration, and,
eventually, to conversational systems that have a modicum of language
understanding, these new applications will change how people interact
with computers. The result is a market that is both consolidating and
fracturing. In this keynote address, Sue Feldman will discuss current
trends and her insights into the future of search.
Before You Break Up with Your Search Engine
9:45 a.m. - 10:15 a.m.
Jennifer Whalen, Program Lead, PMO & Metrics, Global Consulting Knowledge Management, Deloitte Touche Tohmatsu Limited
Hear how a search upgrade to the knowledge management system globally
used by consultants at Deloitte measurably improved user satisfaction
and made it much easier for users to find content – all without
implementing a new technology. Improvements were accomplished by making
better use of the existing search engine features and doing targeted
customization. The key aspect of the project was using a testing tool
to submit raw query language directly to the production search service
and then reviewing results under different scenarios and using
different query logic. This enabled the business users to look at
results on the full production corpus under alternative field weighting
scenarios and with differing query logic, so the tuning was validated
before development got involved. Learn about the process and the
lessons learned and why you should think twice before you dump your old
search engine.
Coffee Break — Visit the Enterprise Search Showcase!
10:15 a.m. - 10:45 a.m.
The
Enterprise Search Showcase
features tabletop displays and demonstrations by leading enterprise
search software and solutions vendors. Attendees are invited to browse
the displays and compare the features of the different products by
talking with knowledgeable support staff from each company.
Selecting a Search Vendor
10:45 a.m. - 11:15 a.m.
Theresa Regli, Principal, Real Story Group
With the wealth of options in the marketplace, selecting a search
product for your organization can be a daunting prospect. Theresa Regli
of CMS Watch, a vendor-neutral content technology analyst firm, offers
a comprehensive overview of search solution providers and product
selection best practices. She will share a product selection roadmap
for small and large enterprises and typical budgets, answer many of the
most commonly asked enterprise search vendor questions, and describe
the strengths and weaknesses of various players for various
applications to help you identify the right tool for your situation.
Evaluating Site Search Solutions: What’s Best for You?
11:15 a.m. - 11:45 a.m.
Susan Aldrich, Senior Vice President and Senior Consultant, Patricia Seybold Group
Evaluating search solutions is a challenge. Susan Aldrich shares an
evaluation framework for site search from the Patricia Seybold Group
that ranks the capabilities of the top search products against several
hundred criteria. She presents an overview of the framework, a handout
that details the criteria, and ranks the top site search solutions for
their coverage of the main dimensions according to that criteria.
You’ll get a short list of top vendors, as well as parameters to help
guide your own evaluation process.
Managing a Successful Site Search Vendor Selection
11:45 a.m. - 12:15 p.m.
Hans Keil, Director of E-Business Channel Development, PerkinElmerMaura Nagle, Principal Consultant, Molecular, Inc.
In 2006, PerkinElmer assigned a team to define requirements and select
an enterprise search vendor to upgrade its site search function. Hear
about the planning, information gathering, and key activities of its
vendor qualification process and get an inside look at the
implementation phase, including their set of benchmark metrics for the
scope, schedule, and resources required for a successful implementation.
Attendee Luncheon
12:15 p.m. - 1:45 p.m.
Join your colleagues and the Enterprise Search Summit
instructors and sponsors for lunch and thought-provoking discussions.
Share questions, experiences, and problems, and maybe find some answers
while you enjoy a delicious meal.
BREAKOUT A
1:45 p.m. - 2:15 p.m.
A-1: Integrating Search with Dynamic Content Systems
Steven Quinn, Information Management Coordinator, Office of the, City University of New York
Providing online access and effective search for continuously updated
university policy documents was a challenge for City University of New
York (CUNY). Steven Quinn describes how CUNY built search into its
information management system that dynamically generates the policy
documents site. He will discuss their initial needs assessment and
challenges and the subsequent added value that extends beyond
traditional search.
A-2: Deploying an Enterprise-wide Search Platform
David L. Kumpula, Global IT, Technology Shared Services, PriceWaterhouseCoopers
Many organizations find themselves deploying multiple search engines
and separate content repositories for specialized applications. This
approach fails to deliver a comprehensive view of the business or
access for compliance. Find out how PriceWaterhouseCooper deployed an
enterprise search platform as the foundation for secure, scalable
information and knowledge management applications.
A-3: New Rules for Compliance & E-Discovery
Prudence Zalewski, Principal, Software Synthesis
With the implementation in December 2006
of the new Federal Rules of Civil Procedure, businesses must find and
implement powerful search tools to comply with the impending changes
and e-discovery issues. Hear how the new federal rules could impact
your business and what can be done proactively to mitigate that impact.
Learn about the increasing role of e-mail as a repository for the
majority of corporate intelligence. Understand the need to search for
data in a timely manner as required by the new rules and the need to
adequately address “chain of custody” concerns when searching data.
BREAKOUT B
2:30 p.m. - 3:00 p.m.
B-1: Building an Effective Search Interface
Nathan Van Orden, Project Manager/Senior Systems Analyst, Marriott InternationalLee Eichelberger, Director, Strategic Consulting, Usability, Microsoft Corporation
Learn what it takes to successfully implement a user-centered design
process for enterprise search. Initially, Marriott's major focus was on
implementing an effective search solution, but it quickly realized that
the technology must be aligned with the user's needs and expectations.
This case study focuses on the process, not the technology, and
provides insights and lessons learned.
B-2: A Search & BI Convergence Success Story
Paul Sonderegger, Chief Strategist, Endeca Technologies
In the past year, BI and search vendors have made major announcements
about new products and partnerships that bring together these
complementary aspects of information access. Analysts predict this
convergence will be one of the most fruitful areas for innovation in
coming years, and evidence from early adopter customers is bearing out
the predictions. This session shows a flagship customer deployment that
demonstrates the convergence of search and BI, discusses the business
problems it solved for the customer, and outlines its suitability for
other types of information access challenges.
B-3: Breakout B-3(a) — Searching Enterprise E-mail
Jason Pratt, Operating Vice President, IT.com
With more than 75% of corporate information residing in e-mails and
given new regulatory demands, companies need an effective strategy for
archiving, retaining, and quickly searching millions of e-mail
messages. Learn about the challenges faced by enterprises when
implementing e-mail search, and the dangers of applying traditional
enterprise search to the unique problems of e-mail discovery. Find out
what specific discovery-related features you should look for in an
enterprise e-mail search application.
Breakout B-3(b) — Using Enterprise Search in Compliance & Risk Management [2:45 pm - 3:00 pm - Regent]
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Mohammad Mojabi, Network Operations Officer, California Department of Insurance
The Conservation and Liquidation Office (CLO), a division of the
California Department of Insurance, is responsible for managing all
insolvent insurance companies in California. It is under "constant
audit" and adheres to strict state and federal compliance regulations.
Learn how the CLO implementation of enterprise search has maintained
HIPAA and SOX compliance, reduced audit violations, and increased
organizational efficiencies.
BREAKOUT C
3:15 p.m. - 3:45 p.m.
C-1: Nature.com: Providing Relevant Research Through Advanced Site Search
Anthony L. Barrera, Head of Systems Publishing, Nature Publishing Group
Nature Publishing Group (NPG) delivers leading scientific and medical
research to desktops via the nature.com platform. The NPG portfolio
combines the continued excellence of Nature, its associated research
journals, and over 35 leading academic journals. Leveraging site search
on a website consisting of over 500,000 pages with continuously updated
information is not only valuable for site visitors, it’s a necessity.
Hear how the team at nature.com is able to effectively refine search
results from tens of thousands of options through a user-friendly
guided search experience
C-2: Integrating Enterprise Data with Search Results
Danny Perri, Business Process Consultant, The Linde Group
The Linde Group’s knowledge management strategy is based on the
principle that 85 percent of its corporate knowledge is in people’s
heads, not documents. To address this, Linde built a “people finder”
application that allows employees to maintain detailed profiles of
their skills, experience, and career history. Then using Google OneBox,
Linde integrated this repository with standard search so that every
query returns a list of relevant contacts as well as documents. This
case study describes the implementation of a OneBox module and what was
learned about internal versus external data sources. It concludes with
a look how Linde has expanded the reach of the search engine beyond
documents and Web sites.
C-3: Monitoring E-Mail for Regulatory Compliance
Karyn Palmer, Product Manager, Business ObjectsCatherine van Zuylen, Senior Director of Product Management, Inxight
Learn how an e-mail compliance application based on text analytics and
developed by Business Objects offers communications monitoring and
dashboards to reduce corporate risk and exposure. The dashboard
monitors e-mails based on a variety of criteria, including sensitive
projects, confidentiality, contracts, inappropriate or offensive
language, and potential “restricted companies” (competitors, potential
acquirers, etc.).
BREAKOUT D
4:00 p.m. - 4:30 p.m.
D-1: Contextual Search & Text Analytics: Find What I Am Thinking, Not What I Am Saying
Mike Moran, Distinguished Engineer, Content Discovery, IBM
What if you had a platform for enterprise search that offered
contextual understanding to interpret query intent and application
context to help people find information based on what they mean as
opposed to what they say? And what if it had advanced text analytics to
enable users to search information using concepts or facts rather than
words that must appear in the text? This session shows how this search
technology can be applied to specific industries and applications, such
as automotive quality early warning, e-commerce, and enhanced customer
service.
D-2: Expanding Enterprise Search Beyond Internal Content
Vito Trifiletti, Manager, Kraft Foods
Learn how Kraft Foods has leveraged enterprise search to reach internal
and external content relevant to the global food and beverage industry.
Its broad view of “enterprise” includes business partners (customers
and suppliers), government and industry sites, and competitors, as well
as proprietary internal content. Security and access rights are
respected so that results are returned only for content the user has
rights to view. Internal and external results are blended,
relevance-ranked, and tagged so the user knows whether the content is
internally or externally hosted. Future plans include crawling and
indexing external databases that contain proprietary content that Kraft
employees have been licensed to view.
D-3: Classification for Compliance
Sam Mefford, Enterprise Search Practice Lead, Avalon Consulting, LLC
Compliance requirements are pushing businesses including major
financial organizations to seek cutting-edge search and classification
technology. To automatically apply retention policies and support legal
discovery, one firm created a massive cluster of Autonomy indexing,
classification, and retrieval servers that are capable of classifying
structured and unstructured data from a variety of sources, ranging
from document imaging systems to e-mail and instant messages. Hear
about the experience, pitfalls, and best practices of the leader of
several large-scale projects.
BREAKOUT E
4:45 p.m. - 5:15 p.m.
E-1: Designing Search Results Pages
Martin White, Managing Director, Intranet Focus Ltd
The information provided about each search hit and how a list of search
results is presented has a significant impact on the user’s search
experience for both Web sites and intranets. Martin White, the author
of Making Search Work, presents a highly interactive session
on search result page management and design using a wide range of Web
sites as illustrations of how it can--and should not--be done. Bring
your own examples and help develop a checklist of best practices.
E-2: Using SharePoint Server 2007 for Site and Enterprise Search
Vincent Arter, Information Workplace Project Lead, Monsanto
Hear why and how Monsanto chose Microsoft Office SharePoint Server 2007
for both its site search and enterprise search solution based on its
features, price, and the benefits of having search integrated with the
rest of its business productivity infrastructure. This case study
outlines the company's search challenges, how it deployed SharePoint,
and how it has increased employee productivity by helping users quickly
find relevant documents, access line of business data, and locate
expertise, all within familiar tools and applications that respect
security and provide actionable results.
E-3: Breakout E-3(a) — Searching Enterprise E-mail
Jean Bedord, Findability & Search Consultant, EContent Strategies
Enterprise search comes in many flavors, depending on the nature of the
underlying content and requirements for solutions. Based on a survey of
organizations with enterprise search installations, hear what solutions
have been selected and how they are implementing search. Learn about
the types of organizations that are deploying search, types of content
included, and about the current state of the market from the customer
perspective.
Breakout E-3(b) — An Open Source Solution to Metasearch [5:00 pm - 5:15 pm - Regent]
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Mary Ambrosio, Project Manager, Library Of CongressChris Testa, Web Services Customer Requirements Manager, Library Of Congress
Learn how the Library of Congress, in a short time frame, implemented a
metasearch application across many of its legacy systems using open
source software. The new metasearch capability provides users access to
major content areas through a single search interface using an
XML-based, open source product. Learn how the LC introduced a model for
change that allows for testing and then rapid implementation without
waiting for the perfect solution and hear plans for improvement and
future development.