MAY 15-16, 2007
New York, NY
Hilton New York
search • discover • inform • deliver • connect
SOLVING YOUR FINDABILITY DILEMMA

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, PerkinElmer
Maura 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.


sponsored by
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.

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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 International
Lee 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.

sponsored by
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]

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.
sponsored by
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.

sponsored by
C-3: Monitoring E-Mail for Regulatory Compliance
Karyn Palmer, Product Manager, Business Objects
Catherine 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.
sponsored by
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.

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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]

Mary Ambrosio, Project Manager, Library Of Congress
Chris 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.