Tag Archives: SharePoint

X1’s Microsoft Enterprise Search Strategy: Better Than Microsoft’s?

By John Patzakis

microsoftIt seems obvious to say, but Microsoft is furthering its supremacy in the enterprise. While Microsoft has always dominated with is ubiquitous OS, it is dramatically consolidating its presence in terms of data sources. Outlook is only increasing in market share with corporate Gmail largely a flop and IBM’s Lotus Notes in full retreat. SharePoint continues to spread across enterprises large and small, dominating the ECM landscape. OneDrive for business, with its tight integration with the Windows 10 OS, essentially zero cost, and built-in active directory security, looks to eventually capture the enterprise file synch and sharing space. And Office 365 combines Exchange, SharePoint, and OneDrive into an integrated cloud offering (but not search – more on that in a bit). Finally, Skype for Business and OneNote round out the data sources that we believe will soon constitute up to 90 percent of enterprise data relevant for business productivity. So I would argue that we are entering a new era of Microsoft dominance.

And actually, this good news for X1 users, and we believe a key reason for the resurgent high growth we are seeing here at X1. Why? Each of those mentioned Microsoft data sources are either currently supported by X1 or will be supported within 12 months’ time, and X1 provides a much better user search experience than even Microsoft does. As an example, any X1 user will tell you X1 provides a much better search of Outlook and Exchange email than Outlook itself, and the simple viewing of this SharePoint video should convince anyone that our SharePoint search experience is far superior than that of native SharePoint. The same is true of local and network documents and very soon OneDrive (September 2015), and after that Skype for Business.

But even more important than having a better search experience for individual Microsoft data sources, what X1 uniquely provides is a popular and intuitive unified interface or a “single pane of glass” from which to search all of these various data sources. To be able to search your emails, your files, your SharePoint, your OneDrive, and all the other Microsoft data sources from that single interface is extremely compelling. In fact, Microsoft itself does not really have a single pane of glass capability. You cannot effectively search your SharePoint or OneDrive from Outlook, just as you cannot search your emails, Skypes or your local documents from SharePoint.

This new era of Microsoft data source dominance presents important considerations for organizations when selecting enterprise search solutions. Many enterprise search solutions are simply not architected to effectively support this new paradigm and thus are fighting against the Microsoft current, instead of providing a unified search platform, such as X1, that augments and strengthens a company’s Microsoft strategy. To summarize, here are five key reasons X1 excels in this new Microsoft era:

  1. X1 Starts with End User’s email and files. Most enterprise search solutions address enterprise data sources on Intranets, databases, and file shares, but ignore the end users email and local documents. This is missing about 80 percent of the end user’s key business data, while focusing on the data in the margins. To be successful in this new Microsoft era, a true productivity search solution should begin with the end users’ local emails, attachments and documents and extend to SharePoint, file shares and other key enterprise sources, all in a single pane of glass.
  2. No or Minimal Data Migration. Other enterprise search tools uniformly provide web portals for employees to search for their content. This is fine for some Intranet sites and other web-based data, but is not where you want search your day-to-day emails and working documents. And when it comes to SharePoint, any suggestion that such data should be migrated out of SharePoint just so another enterprise search vendor can search it on a similar website is a non-starter. For a successful Microsoft strategy, the indexes must be on a local physical or virtual desktop or laptops, indexed in place, or federate to the built-in native Fast indexes. Data migration out of Microsoft data sources no longer make any sense and should be a thing of the past.
  3. X1 Supports Virtualization and Cloud. The next generation enterprise is virtual, whether cloud or on premise. With Microsoft Azure, Office 365 and Microsoft data sources being able to be deployed in these and on-premise virtual environments, enterprise search, including desktop search (VDI and DaaS) platforms need to do so as well. This is a significant challenge for most enterprise search tools that are either hardware appliances or require intricate and labor intensive installation onto physical hardware.
  4. X1 provides a better search experience than Microsoft does. “Good enough” is not good enough when it comes to search. It does not make sense to invest in an enterprise search solution for business productivity search, unless there is a significant improvement in the end-users search experience for emails, files and SharePoint data. The main reason enterprise search initiatives fail is because the stakeholders do not appreciate that business productivity search is all about end-user experience. Without the end-users embracing your search platform in practice, as X1 users do, the project will fail, no matter how cool the analytics and advanced algorithms sound in theory.
  5. Unified Single Pane of Glass. Providing one single pane of glass to a business worker’s most critical information assets is key. Requiring end-users to search Outlook for email in one interface, then log into another to search SharePoint, and then another to search for document and OneDrive is a non-starter. A single interface to search for information, no matter where it lives fits the workflow that business workers require.

These are all very important factors for buyers of enterprise search solutions to consider in the new Microsoft era, and we of course believe X1 is uniquely up to the task.

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Filed under Cloud Data, Enterprise Search, Virtualized Environment

Amazon Re:Invent – With the Cloud, Avoid Mistakes of the Past

Last week, I had the opportunity to attend the Amazon Re:Invent conference in Las Vegas. Over 13,000 people took over the Palazzo for deep dive technical sessions to learn how to harness the power of Amazon Web Services (AWS). reinventThis show had a much different energy than other enterprise software conferences, such as VMworld.  Whereas most conferences feature a great deal of selling and marketing by the host, Amazon Re:Invent was truly more of a training show. Cloud architects spent a lot of time in technical bootcamps learning how AWS works and getting certified as administrators.

That is not to say that there was no selling or marketing going on; the exhibition hall featured myriad vendors that augment or assist with AWS deployments and solutions. The focus on the deep technical details, though, does point out the fact that we are still in the very early days of the cloud. Most of the focus of the keynotes was about getting compute workloads to the cloud – there was not a lot of mention of moving actual data to the cloud, even though that is certainly beginning to happen.  But, that is how the evolution goes. IT departments need to be comfortable moving workloads to the cloud as they begin to leverage the cloud. Building this foundation is also important to Amazon – the goal would be for many companies to completely outsource the IT data center.

It is important, however, to proactive plan for information management as more workloads and, importantly, data move to the cloud.  As the internet first emerged, companies dove into new technologies like email and network file shares only to create eDiscovery nightmares and make it virtually impossible to find information within digital landfills. It is key to learn from those mistakes rather than to repeat them when leveraging cloud-based technologies. In order to ensure both that end-users are happy with search experiences on data in the cloud and that Legal can do what they need to do from an eDiscovery standpoint. This means providing business workers with unified access to email, files, and SharePoint information regardless of where the data lives. It also means giving Legal teams fast search queries and collections. But, Cloud search is slow, as indexes live far from the information. This results in frustrated workers and Legal teams afraid that eDiscovery cannot be completed in time.

If a customer wanted to speed up search, it would have to essentially attach an appliance to a hot-air balloon and send it up to the Cloud provider so that the customer’s index could live on that appliance (or farm of appliances) in the Cloud providers data center, physically near the data. There are many reasons, however, that a Cloud provider would not allow a customer to do that:

  • Long install process
  • Challenging Pre-requisites
  • 3rd party installation concerns
  • Physical access
  • Specific hardware requirements
  • They only scale vertically

The solution to a faster search is a cloud-deployable search application, such as X1 Rapid Discovery. This creates a win-win for Cloud providers and customers alike. As enterprises move more and more information to the Cloud, it will be important to think about workers’ experiences with Cloud systems – and search is one of those user experiences that, if it is a bad one, can really negatively affect a project and cause user revolt. eDiscovery is also a major concern – I’ve worked with organizations that moved data to the cloud before planning how they would handle eDiscovery. That left Legal teams to clean up messes, or more realistically, just deal with the messes. By thinking about these issues before moving data to the cloud, it is possible to avoid these painful occurrences and leverage the cloud without headaches. At X1, we look forward to working closely with Amazon to help customers have the search and eDiscovery solutions they need as more and more data goes to AWS.

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Filed under Cloud Data, eDiscovery & Compliance, Enterprise eDiscovery, Enterprise Search, Hybrid Search, Information Access, Information Governance, Information Management

The Time Has Come to Approach Search Differently

Anyone in the search / eDiscovery business lives and breathes search – we think about all day, every day because it is our livelihood.  At X1, we have many customers making real progress with enterprise search, so there can be the perception that organizations have learned to address the very real challenge of helping employees find information.  Thus, it can be surprising to run into research that shows just how bad the traditional approach to enterprise search is.

I came across the “Enterprise Search and Findability Survey 2014” on the Findwise website.  It is very interesting reading and really confirms that a new approach to enterprise search is needed.  Some of the key points, from my perspective, are;

  • Almost half of the survey respondents in large organizations (1,000 employees or more) find it difficult or very difficult to find information.
  • Almost two-thirds of respondents are either dissatisfied or very dissatisfied with their existing search applications.
  • Almost two-thirds of respondents believe it is very important to improve the ability to find the right information.

Simply put, traditional enterprise search did not work.  Too many employees complain about not being able to find what they are looking for.  The search solutions deployed over the last 15 years focused on IT requirements rather than end-user requirements.  These tools required end-users to tag and rate their search results, something end-users have neither the time nor the emotional investment to do.  This very point is something that Marcus Stimler, CTO of Capgemini UI, points out on the webinar we did earlier this month – the reliance of traditional search tools on end-users to tag information leads to a lack of findability.  This survey just confirms that fact.

It is not all doom and gloom, however, as many X1 customers know.  There is a better way to approach enterprise search and it begins with the end-user.  In today’s business world, end-users know what they want.  They demand good experiences with technology.   A web page with links to search results will not cut it in the enterprise.  Users need a single-pane-of-glass view to all of their information – email, files, SharePoint, archives like Symantec Enterprise Vault, and other enterprise repositories that users might access.   X1 Search 8 provides just that – a user-friendly interface to all information that lets workers use their brains to find what they are looking for.

Beyond the desktop, X1 Rapid Discovery indexes other sources of content – either on-premise or in the Cloud – and makes the information available alongside a user’s local content.  Perhaps the beauty of this approach lies mostly with its simplicity.  Workers are happy because they can find information.  IT is surprisingly happy because they have a search tool that is easily deployable, as opposed to the traditional complex science project.  This overall happiness is a result of a new approach to enterprise search starting with end-user requirements and extending outward.  It is a subtle difference, but a meaningful one that will drive the results of future findability surveys to a new level.

For more on our perspectives on why enterprise search initiatives often fail, while X1 is invariably successful, please download this short treatise. This was inspired by direct feedback from many successful X1 install sites.  In a nutshell, X1 addresses users’ personalized requirements for business productivity search.

3_forms_table

Click image to enlarge

A key mistake is to take big data or web search solutions and apply them to the very different use case of business productivity search. The matrix displayed here illustrates the key differences between these use cases.

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Filed under Business Productivity Search, Enterprise Search

With Search, What Are We Looking For?

by Barry Murphy
Needle haystack

Recently, I was contacted by an X1 user and fan and he asked me, “why isn’t X1 more famous?”  His point was that X1 Search 8 solves a problem that every company has – people can’t find their information.  They are unable to find that one email or document that they know exists, but that they just can’t remember where they put it.  This X1 fan happens to be a consultant that works with many, many companies and reported that, no matter what client he visits, all have workers that constantly complain about not being able to find what they are looking for.

It can be a marketer’s nightmare to have someone ask why your product is not more famous, but it was a question I had already been giving some thought to.  Part of the challenge when it comes to the “search market” is that most people think of Google when they think of search.  Google is easy to use and helps everyone navigate the Internet much more efficiently.  But, web search is a much different beast than search within a company.  The reality is that 80% of what business workers are looking for exists in their email, file shares, desktop folders, or SharePoint sites.  The worker knows the content exists, has an idea of what he/she is looking for, but simply doesn’t know where it is.  But, when enterprise search solutions were first rolled out, they were built like web search solutions – as if someone wasn’t really sure what they were looking for.

The misperception that the Google search paradigm can apply within the enterprise resulted in enterprise search solutions improperly conflating several search use cases.  But, web search and big data analytics – the new search du jour – are very distinct search types that require features and functions specific to their own unique workflows and use cases. Refashioning big data analytics or web search tools for enterprise search is a recipe for failure and certainly not an end-user driven requirement.

Big Data and the business intelligence (BI) tools built to address Big Data are hot topics.  And BI can deliver some very good information to workers that are managing structured processes.  Every company has deployed some kind of BI tool, but – as our consultant fan let us know – every company still has the problem of business workers not being able to find information.  That is because, when it comes to business worker search, the human brain is the most powerful analytical engine for business productivity search.  Other search solutions have sophisticated algorithms that try to predict things like document taxonomy classifications.   That can be useful at times, but not to enable search for the business worker because the interface and workflow are not designed for business productivity search.  Additionally, analytics-driven solutions require a lot of hardware to make those algorithms churn.

There is a more cost-effective way to solve the problem and ensure that business workers will stop complaining – deploy a search solution with a user-friendly interface that allows humans to use their brain to filter and sort through their information assets.  X1 Search 8 can do that – and do it in today’s virtualized and Cloud-heavy environments.  It is time to realize what business workers are really looking for when they turn to search tools – the one document they know exists that has the information necessary for them to do their jobs in any given moment.

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Filed under Desktop Search, Enterprise Search, Hybrid Search

Federal Government Agencies Face Information Management Challenges, Too

by Barry Murphy

Many moons ago, one of my first projects as an analyst with Forrester Research was to find the answer to a seemingly simple question: what is the industry standard for storing new types of electronic information such as X-rays and other images?  The client was a government agency that needed to store these records long-term and anticipated potentially needing to produce them in court many years in the future.  fed image 2As such, the agency needed to know how to store and find these records.  The answer proved to be anything but simple – in reality, the answer was that there was no “standard” for storing this new type of content.  My investigation into the topic led me to find this new market called eDiscovery and the rest is history.

The experience was interesting because it was my first foray into working with the Federal government.  I went into the experience with the assumption that Federal agencies would somehow be more advanced in their information management efforts.  Records management, after all, was (and still is) very important in government.  But, government agencies are just like other organizations – struggling to keep up with exploding volumes of digital information, under the gun to respond to information requests (whether it is in response to Congressional inquiries, regulatory requests, or litigation), and dealing with the needs for more modern IT infrastructure elements like Virtual Desktop Infrastructure (VDI).

The only difference between government agencies and other organizations is that agencies may be under even more stringent rules for complying with investigations and for dealing with digital information management.  President Obama’s Managing Government Records directive mandates that agencies manage electronic information as stringently as paper records have traditionally been managed.  Agencies are under even more of a microscope than corporations, yet face the same information management challenges.  Information assets are scattered across email, file systems, disparate SharePoint sites, and Cloud-based repositories.  In addition, some agencies adopt newer IT infrastructure elements such as virtualization and cloud computing to stay relevant.  For example, the Department of Energy deployed a virtual desktop infrastructure (VDI) in order to enable worker mobility (Source: Zurier, Steve. Agencies Deploy VDI with an Eye Toward BYOD. Fed Tech Magazine, March 18, 2013). VDI allows agencies to implement initiatives like BYOD while maintaining top-notch security.

Keeping up with modern IT infrastructure, while simultaneously responding to thousands of information requests each year – whether it is in response to Congressional inquiries, regulatory requests, or litigation – is a challenge.  Before assuming that government agencies have the process under control, consider this: according to Deloitte’s Seventh Annual Benchmarking Study of Electronic Discovery Practices for Government Agencies, only 59% of respondents believed their agencies were effective in deploying eDiscovery capabilities compared to 73% in the previous year (Source: Deloitte’s Seventh Annual Benchmarking Study of Electronic Discovery Practices for Government Agencies, Spring 2013).

Why the drop in confidence?  Part of the reason is that traditional search and eDiscovery products fail to effectively support agencies’ IT environments in a way that creates a true solution.  Rather, traditional products have agencies creating centralized eDiscovery labs that require copying information from various systems to a central eDiscovery location.  This is both time-consuming and expensive.  To learn how to address information management challenges in federal agencies, click here to download a whitepaper that outlines the critical problem, its legal compliance implications, and compelling solutions that help agencies develop built-in search and eDiscovery capabilities that reduce costs and improve operational productivity.

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Filed under Information Management, Records Management