Tag Archives: X1

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.

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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

The “Desktop” Of The Future

In talking with a business acquaintance recently, a question came up about the future of desktop search:  what happens when the desktop is no longer the interface of choice for business professionals?  It’s a great question, and one I clearly have a vested interest in given X1’s status as the leading desktop search engine.  The reality is that today’s workers access their information from a variety of interfaces across many devices.  What we need to do is think of the desktop less in a literal sense and more in terms of being a user interface for information.

Since the dawn of the PC, the desktop has been the user interface for most business professionals to access information and do their jobs.  The future of that desktop no longer lies in accessing it on a PC, or even a laptop or mobile device.  Given the speed of innovation, it is useless to try and forecast what the “desktop” will look like beyond a five-year timeframe.  Already, there are stories emerging about the desktop being built into things like tabletop coffee tables.  It is absolutely fun and inspiring to see developments like this and to know we are making forward progress in the tech world.  At the same time, we need to make sure that information – which will be stored in a variety of locations, too – is accessible to the business professional no matter what the desktop looks like in the future.

That is why X1’s Search 8 Virtual Edition is so exciting.  The flagship product, Search 8, represents years of experience providing a beloved user interface to a business profession’s most critical information – email, files, SharePoint, etc.  When the product first came out nearly a decade ago, most of that information was stored locally.  Thus, a local index could live on the desktop and X1 could provide fast-as-you-type search results and filtering on that local index.  Given the evolution of the desktop and the variety of devices accessing that desktop, a local index is not always a possibility.  That’s where Search 8 Virtual Edition comes in.  The client interface is decoupled from the index, which can live anywhere (typically off on a server farm).

VDI image

This allows IT teams that have invested in desktop virtualization (VDI) to turn off Windows indexing (necessary to save virtual resources) and still provide business professionals the ability to find their information.  Desktop virtualization enables many of the things that businesses value highly – especially security and mobility – and comes in its own variety of flavors.  VDI can be either on-premise and through the Cloud, as Desktop-as-a-service (DaaS).  Increasingly, DaaS offerings such as Amazon Workspaces are becoming more enterprise ready and promise to deliver desktops in a “whenever, wherever” fashion (and, as I’ve posted about before, a good search experience will be crucial to getting the most out of DaaS).

That Search 8 Virtual Edition helps enable an optimal experience with desktop virtualization and DaaS is a great thing, but the value does not stop there.  The same concept – allowing the index to be decoupled from the client interface – will enable great search experiences for mobile, which is the next big stomping ground for enterprise IT.  And, X1 is the only search vendor providing this capability.  We know that the concept of the desktop could live anywhere.  And, our customers want to be able to use X1 Search 8 even if they are unable to have a local index on their machine or device.

The term “desktop search” is already out there and meaningful to many people, so it’s not about changing what we call this market.  Rather, it’s about changing the mindset – realizing that the desktop is not just the screen on your PC, but rather the gateway to all of your important information needed to do your job.

 

 

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Filed under Desktop Search

Highlights from Reed Smith’s SharePoint eDiscovery Webinar

by John Patzakis

Reed Smith recently hosted an excellent webinar on SharePoint eDiscovery challenges, led by Patrick Burke with the firm’s eDiscovery team. The webinar featured a substantive and detailed discussion on the nuances, pitfalls and opportunities associated with eDiscovery of data from SharePoint sites. This topic is very timely as the majority of enterprises are deploying the Microsoft platform at an accelerated rate, with the solution reaching $1 billion in sales faster than any other Microsoft product in history. Burke noted that “SharePoint has exploded across corporate networks, and are filling rapidly with ESI,” but that “the bad news is that it’s not centralized. There is no single place to go to search through the ESI across an organization’s SharePoint sites to identify which SharePoint Site holds the ESI you’re looking for.”

As SharePoint enables enterprises to consolidate file shares, Intranet sites, internal message boards and wikis, project management, collaboration and more into a single platform, it provides significant operational efficiencies as well as eDiscovery challenges. The vast majority of current SharePoint deployments are versions 2007 or 2010, and neither have meaningful internal eDiscovery or even export features. This is one reason why SharePoint eDiscovery is fraught with over-collection, resulting in much higher costs and time delays that what is typically seen with other similar data stores such as email servers and file shares.

In addressing best practices for eDiscovery of SharePoint sites, Burke advised, among other key points, that the litigation hold process must not only involve individual custodians but the SharePoint administrator as well: “As it usually isn’t feasible to search all an organization’s SharePoint sites, the first step is to talk to the key custodians (through litigation hold questionnaire processes) and ask them which SharePoint sites they use (to identify) relevant ESI.” From there, “the cross-check involves talking with the SharePoint administrator, who can look up all the SharePoint sites to which the custodian’s belong.”

A full video recording of the webinar can be accessed here >

Appliance-based eDiscovery solutions or remote collections do not work as it may take weeks, if not months, to copy a multi-terabyte SharePoint site over a network connection and a large corporation may have several dozens of SharePoint silos from which to collect.  Manual collection efforts, which are geared toward mass “data dumps,” are also time consuming and are typically very costly due to the extensive processing and data massaging required to put the SharePoint data back into context.

Instead, what is needed is a solution such as X1 Rapid Discovery can quickly and remotely install and operate within the same local network domain to enable localized search, review and early case assessment in place. X1 Rapid Discovery’s full content indexing and preview of native SharePoint document libraries and lists, as well as its robust search, document filters, intuitive review interface uniquely enables targeted and contextual search, preservation and export of SharePoint evidence in its native format. In fact, we believe it is the only solution available that enables true in-place early case assessment and eDiscovery review of SharePoint sites, including iterative search, tagging and full fidelity preview in place, without the requirement to first export all of the data out of the platform.

To learn more, sign on to the recorded webinar or please contact us for a further briefing to learn how to save your organization or your clients tens of thousands of dollars on litigations costs associated with SharePoint.

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Filed under Best Practices, Case Law, eDiscovery & Compliance, Enterprise eDiscovery, Information Access, Preservation & Collection