SlideShare a Scribd company logo
Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Webinar Title
Presented DATE
New Approaches to Classification and Retention for
Organizational Intelligence
An AIIM Webinar presented January 29, 2020
Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management
Underwritten by:
Tips for Participating in Today’s Webinar
Resources Survey
For questions to the
speakers, held for the
end (and tech help).
Q&A
A Survey will open at
the conclusion of the
webinar – we value
your feedback on how
we did today.
Survey
To talk with each other,
found in the icons
along the bottom.
Note: everyone can see
and participate.
Group Chat
Check out the
Resources available to
you today, in the box
to the right of the
slides.
Resources
Underwritten by:
Peggy Winton, CIP
President & CEO
AIIM
Chris McNulty
Senior Product Manager
Microsoft
Today’s Speakers
Underwritten by:
Peggy Winton, CIP
President & CEO
AIIM
Introducing our Speaker
Underwritten by:
Volume and Velocity and Variety, oh my!
Underwritten by:
Underwritten by:
Overflowing and Incompatible
Underwritten by:
Let’s Do Something About It
Underwritten by:
What’s in a Name?
… a new approach that ensures knowledge
finds the people – in whatever application
they’re using – versus asking the people to find
the knowledge
Underwritten by:
Mott MacDonald
INDUSTRY
Operating from 180 principal offices in 50 countries, Mott
MacDonald is a global engineering and consulting firm
helping clients navigate many of the planet’s most intricate
challenges.
Looking to help their employees more easily share and
acquire knowledge, Mott MacDonald deployed Project
Cortex, a knowledge and content services solution.
Now employees can learn and contribute to practice areas
and projects by tapping into the organization’s knowledge
communities from anywhere in Microsoft 365.
“Our success is based on our employee’s knowledge and how
they apply that knowledge to what they’re doing. Cortex
enables connected thinking …helping us realize quicker speed
to market with our projects.”
- Productivity Applications Architect, Mott MacDonald
Underwritten by:
Mott McDonald took these Steps:
Content Integration for a single view of needed information,
including from remote sources
Content Classification (digital and paper documents) using
tagging and metadata with some help from machine learning
Process Analysis to identify and eliminate information
bottlenecks
Underwritten by:
Is Your Content Generating Value in Context?
Underwritten by:
It’s Not That Easy
Underwritten by:
Business challenges
Search challenges degrade
individual productivity and
team effectiveness
Disconnected silos
of information
Tacit knowledge and
expertise of individuals
and communities is
untapped
Protecting intellectual
property
Knowledge drain from people
leaving your team or
organization
Underwritten by:
The Logical Step Forward …
Underwritten by:
Migration guidance – fasttrack.microsoft.com
Underwritten by:
60% Still Processed Manually
10%
15%
12% 13%
11%
9% 8% 8% 6%
3%
4%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Think about all of the information and forms of
information coming into your organization. What would
be your guess for the percentage of this information that
is processed AUTOMATICALLY?
Underwritten by:
Closing the Gap
Underwritten by:
Project Cortex – your knowledge network in Microsoft 365
Automatically connect
and organize knowledge
Connect, manage, and protect
your content
Empower people with
just-in-time knowledge
Underwritten by:
The Flipside of Content Input
Underwritten by:
Top Targets for Automating Classification
Automatically classify/declare content at the
point of ingestion to ECM/RM/email system
Automatically classify/declare content as
part of workflow/process
Prompt for records declaration and suggest
classification
52%
48%
44%
Underwritten by:
Better together: People + AI
New AI services and capabilities to make it easier to build content understanding and classification apps
directly into the content management flow of Project Cortex
Automated
object detection
Forms processing
File classification and
entity extraction
Manual
for photos, scanned files,
receipts, business cards
for forms, claims,
applications, invoices,
medical forms
Customize for
your org’s forms
Taught by your
subject matter experts
for contracts, business
agreements, proposals,
manuals, resumes
Smart, right out of the box
Underwritten by:
One Way to Leverage Content at Scale
Underwritten by:
Top Drivers for Process Automation
improving data
quality
reducing manual
errors
improving
customer service
… all clearly tied to the creation of seamless
customer experiences
Underwritten by:
Best practices to get ready…
GET CONTENT TO
MICROSOFT 365
MAP KNOWN
SOURCES AND ADD TO
SEARCH
GET TO MODERN
PAGES
UPDATE OR REVAMP
TAXONOMY/MMS
Project Cortex
General Availability 1H 2020
Get more information
https://aka.ms/ProjectCortex
Apply to join Private Preview
https://aka.ms/ProjectCortex/PreviewBlog
See more
AIIM Conference 2020!
[Webinar Slides] New Approaches to Classification and Retention for Organizational Intelligence

More Related Content

PDF
[Webinar Slides] Data Privacy for the IM Practitioner - Practical Advice for ...
PDF
[Webinar Slides] When Your Current Systems No Longer Help You Do Your Job, It...
PDF
The Business Value of Shadow IT
PDF
The Dangers of Shadow IT
PPTX
Jeffrey Sweet - Third Party Risk Governance - Why? and How?
PDF
Steve Yates - How AI Will Improve The Service Desk Support Experience
PPTX
Shadow IT Risk and Reward
PPSX
William Diederich - Security Certifications: Are They Worth the Investment? A...
[Webinar Slides] Data Privacy for the IM Practitioner - Practical Advice for ...
[Webinar Slides] When Your Current Systems No Longer Help You Do Your Job, It...
The Business Value of Shadow IT
The Dangers of Shadow IT
Jeffrey Sweet - Third Party Risk Governance - Why? and How?
Steve Yates - How AI Will Improve The Service Desk Support Experience
Shadow IT Risk and Reward
William Diederich - Security Certifications: Are They Worth the Investment? A...

What's hot (20)

PPTX
MTX Portland There is an Urgency for Transformation Sep2017
PDF
Trends in Government ICT - Chasing Data, Information, and Decision Support
PDF
[Webinar Slides] Driving Digital Change With O365 & Intelligent Information M...
PDF
Ruben Melendez - Economically Justifying IT Security Initiatives
PPTX
Laserfiche regulatory + technology convergence webinar
PDF
[Webinar Slides] Working Faster and Smarter in a Digital Transforming World W...
PDF
TRU Snacks Webinar Series - Effective Technology for Managing a Remote Workforce
PDF
5 Steps to Successful BYOD Implementation
PDF
[Webinar Slides] Using AI to Easily Automate All of Your Correspondence Channels
PDF
Roy Atkinson - Closing keynote
PPTX
Overcoming Market and Growth Challenges with Enterprise Social
PDF
Taming Your Hybrid Cloud - Doug Bourgeois
PDF
Lean Mean Data Governance Machine Webinar Part 1
PDF
Manage Remote Workers in Three Easy Steps
PDF
5 Steps to Gov IT Modernization
PPTX
De-Siloing Project Coordination: Why You Need to Prioritize The Employee Expe...
PDF
Future Proofing Your Mission - Samuel Gordy
PPTX
HPE Security Keynote from Istanbul 20th Jan 2016
PPTX
1 b trevor skingle
 
MTX Portland There is an Urgency for Transformation Sep2017
Trends in Government ICT - Chasing Data, Information, and Decision Support
[Webinar Slides] Driving Digital Change With O365 & Intelligent Information M...
Ruben Melendez - Economically Justifying IT Security Initiatives
Laserfiche regulatory + technology convergence webinar
[Webinar Slides] Working Faster and Smarter in a Digital Transforming World W...
TRU Snacks Webinar Series - Effective Technology for Managing a Remote Workforce
5 Steps to Successful BYOD Implementation
[Webinar Slides] Using AI to Easily Automate All of Your Correspondence Channels
Roy Atkinson - Closing keynote
Overcoming Market and Growth Challenges with Enterprise Social
Taming Your Hybrid Cloud - Doug Bourgeois
Lean Mean Data Governance Machine Webinar Part 1
Manage Remote Workers in Three Easy Steps
5 Steps to Gov IT Modernization
De-Siloing Project Coordination: Why You Need to Prioritize The Employee Expe...
Future Proofing Your Mission - Samuel Gordy
HPE Security Keynote from Istanbul 20th Jan 2016
1 b trevor skingle
 
Ad

Similar to [Webinar Slides] New Approaches to Classification and Retention for Organizational Intelligence (20)

PPTX
Optimizing Organizational Knowledge With Project Cortex & The Microsoft Digit...
PDF
Microsoft Viva Topics
PPTX
Harness Collective Knowledge with #ProjectCortex #msignitethetour
PPTX
Beyond The Intranet: Digital Workplace Apps, Solutions & Bots
PDF
Knowledge and Insights from Microsoft
PDF
[Webinar Slides] Information Access and Information Control: Two Cloud Conten...
PPTX
Extending Collaboration with SharePoint and Microsoft Teams
PPTX
Deploying Viva Topics
PPTX
1_M365_Overview.pptx revision features plans
PDF
SIKM - KM & Employee Experience at Blend
PDF
Getting Ready for Project Cortex
PDF
The Robot Marketeer
PPTX
Webinar: Information Through a New Lens - What Lies Beyond ECM
PDF
Microsoft ignite 2019 highlights
PDF
Getting Knowledge Transfer Right Enterprise Wide Webinar
PPTX
Future Proofing Your Office 365 & SharePoint Strategy
PDF
Scr Tims
PPT
Economicsof socialcomputing richblankv2_2008
PDF
How To Up-Skill in IT
PDF
D365 Demonstration CRM G Aspiotis
Optimizing Organizational Knowledge With Project Cortex & The Microsoft Digit...
Microsoft Viva Topics
Harness Collective Knowledge with #ProjectCortex #msignitethetour
Beyond The Intranet: Digital Workplace Apps, Solutions & Bots
Knowledge and Insights from Microsoft
[Webinar Slides] Information Access and Information Control: Two Cloud Conten...
Extending Collaboration with SharePoint and Microsoft Teams
Deploying Viva Topics
1_M365_Overview.pptx revision features plans
SIKM - KM & Employee Experience at Blend
Getting Ready for Project Cortex
The Robot Marketeer
Webinar: Information Through a New Lens - What Lies Beyond ECM
Microsoft ignite 2019 highlights
Getting Knowledge Transfer Right Enterprise Wide Webinar
Future Proofing Your Office 365 & SharePoint Strategy
Scr Tims
Economicsof socialcomputing richblankv2_2008
How To Up-Skill in IT
D365 Demonstration CRM G Aspiotis
Ad

More from AIIM International (20)

PPTX
2022 IIM Infographic.pptx
PPTX
Create, Capture, Collaborate - Your Content Drives Organizational Value
PPTX
Meet the Expert Panel - 2021 State of the Intelligent Information Management ...
PDF
[Webinar Slides] Maximizing Workforce Capacity - Proven Practices for Saving ...
PDF
[Webinar Slides] Capture Leaders & Their Projects: We Asked, They Answered. D...
PDF
[Webinar Slides] eSignatures: Learn How This Technology Can Revolutionize You...
PDF
[Webinar Slides] Your 2019 Information Management Resolution: Part Two
PDF
[Webinar Slides] Data Explosion in Your Organization? Harness It with a Compr...
PDF
[Webinar Slides] It All Starts Here— Effectively Capturing Paper and Digital ...
PDF
[Webinar Slides] Improving your Organization’s Collaborative and Case-Centric...
PDF
[Webinar Slides] Modern Problems Require Modern Solutions
PDF
[Webinar Slides] Dreading Your Data Migration Project? 3 Ways Robotic Process...
PDF
[AIIM18] Beyond Human Capacity: Using analytics to scale your everyday inform...
PDF
[AIIM18] Intelligent Information Management – Platinum Hit? Or Just Backgroun...
PDF
[AIIM18] Killing Multiple Privacy Birds With One Stone: Meeting both US and E...
PDF
[AIIM18] A "Modern Records Management" Case Study: how the compliance departm...
PDF
[AIIM18] Welcome to the Digital Age, North Carolina Courts: Our Document Auto...
PDF
[AIIM18] When Billions are at Stake: an ECM mega project at Bradesco Bank - A...
PDF
[AIIM18] ECM to Content Services: It’s Just Horses for Courses - Glenn Gibson
PDF
[AIIM18] How we Learned to Love Event Based Retention: a Valero Energy Case S...
2022 IIM Infographic.pptx
Create, Capture, Collaborate - Your Content Drives Organizational Value
Meet the Expert Panel - 2021 State of the Intelligent Information Management ...
[Webinar Slides] Maximizing Workforce Capacity - Proven Practices for Saving ...
[Webinar Slides] Capture Leaders & Their Projects: We Asked, They Answered. D...
[Webinar Slides] eSignatures: Learn How This Technology Can Revolutionize You...
[Webinar Slides] Your 2019 Information Management Resolution: Part Two
[Webinar Slides] Data Explosion in Your Organization? Harness It with a Compr...
[Webinar Slides] It All Starts Here— Effectively Capturing Paper and Digital ...
[Webinar Slides] Improving your Organization’s Collaborative and Case-Centric...
[Webinar Slides] Modern Problems Require Modern Solutions
[Webinar Slides] Dreading Your Data Migration Project? 3 Ways Robotic Process...
[AIIM18] Beyond Human Capacity: Using analytics to scale your everyday inform...
[AIIM18] Intelligent Information Management – Platinum Hit? Or Just Backgroun...
[AIIM18] Killing Multiple Privacy Birds With One Stone: Meeting both US and E...
[AIIM18] A "Modern Records Management" Case Study: how the compliance departm...
[AIIM18] Welcome to the Digital Age, North Carolina Courts: Our Document Auto...
[AIIM18] When Billions are at Stake: an ECM mega project at Bradesco Bank - A...
[AIIM18] ECM to Content Services: It’s Just Horses for Courses - Glenn Gibson
[AIIM18] How we Learned to Love Event Based Retention: a Valero Energy Case S...

Recently uploaded (20)

PDF
NewMind AI Monthly Chronicles - July 2025
PDF
Review of recent advances in non-invasive hemoglobin estimation
PPTX
Understanding_Digital_Forensics_Presentation.pptx
PDF
Dropbox Q2 2025 Financial Results & Investor Presentation
PDF
Mobile App Security Testing_ A Comprehensive Guide.pdf
PDF
cuic standard and advanced reporting.pdf
PDF
Unlocking AI with Model Context Protocol (MCP)
PPTX
KOM of Painting work and Equipment Insulation REV00 update 25-dec.pptx
PDF
TokAI - TikTok AI Agent : The First AI Application That Analyzes 10,000+ Vira...
PDF
Diabetes mellitus diagnosis method based random forest with bat algorithm
PDF
KodekX | Application Modernization Development
PPT
“AI and Expert System Decision Support & Business Intelligence Systems”
PDF
Electronic commerce courselecture one. Pdf
PDF
Build a system with the filesystem maintained by OSTree @ COSCUP 2025
PDF
Bridging biosciences and deep learning for revolutionary discoveries: a compr...
PDF
Advanced methodologies resolving dimensionality complications for autism neur...
PPTX
A Presentation on Artificial Intelligence
PDF
Reach Out and Touch Someone: Haptics and Empathic Computing
PPT
Teaching material agriculture food technology
PDF
Encapsulation theory and applications.pdf
NewMind AI Monthly Chronicles - July 2025
Review of recent advances in non-invasive hemoglobin estimation
Understanding_Digital_Forensics_Presentation.pptx
Dropbox Q2 2025 Financial Results & Investor Presentation
Mobile App Security Testing_ A Comprehensive Guide.pdf
cuic standard and advanced reporting.pdf
Unlocking AI with Model Context Protocol (MCP)
KOM of Painting work and Equipment Insulation REV00 update 25-dec.pptx
TokAI - TikTok AI Agent : The First AI Application That Analyzes 10,000+ Vira...
Diabetes mellitus diagnosis method based random forest with bat algorithm
KodekX | Application Modernization Development
“AI and Expert System Decision Support & Business Intelligence Systems”
Electronic commerce courselecture one. Pdf
Build a system with the filesystem maintained by OSTree @ COSCUP 2025
Bridging biosciences and deep learning for revolutionary discoveries: a compr...
Advanced methodologies resolving dimensionality complications for autism neur...
A Presentation on Artificial Intelligence
Reach Out and Touch Someone: Haptics and Empathic Computing
Teaching material agriculture food technology
Encapsulation theory and applications.pdf

[Webinar Slides] New Approaches to Classification and Retention for Organizational Intelligence

  • 1. Underwritten by: #AIIMYour Digital Transformation Begins with Intelligent Information Management Webinar Title Presented DATE New Approaches to Classification and Retention for Organizational Intelligence An AIIM Webinar presented January 29, 2020
  • 2. Underwritten by: #AIIMYour Digital Transformation Begins with Intelligent Information ManagementYour Digital Transformation begins with Intelligent Information Management
  • 3. Underwritten by: Tips for Participating in Today’s Webinar Resources Survey For questions to the speakers, held for the end (and tech help). Q&A A Survey will open at the conclusion of the webinar – we value your feedback on how we did today. Survey To talk with each other, found in the icons along the bottom. Note: everyone can see and participate. Group Chat Check out the Resources available to you today, in the box to the right of the slides. Resources
  • 4. Underwritten by: Peggy Winton, CIP President & CEO AIIM Chris McNulty Senior Product Manager Microsoft Today’s Speakers
  • 5. Underwritten by: Peggy Winton, CIP President & CEO AIIM Introducing our Speaker
  • 6. Underwritten by: Volume and Velocity and Variety, oh my!
  • 9. Underwritten by: Let’s Do Something About It
  • 10. Underwritten by: What’s in a Name? … a new approach that ensures knowledge finds the people – in whatever application they’re using – versus asking the people to find the knowledge
  • 11. Underwritten by: Mott MacDonald INDUSTRY Operating from 180 principal offices in 50 countries, Mott MacDonald is a global engineering and consulting firm helping clients navigate many of the planet’s most intricate challenges. Looking to help their employees more easily share and acquire knowledge, Mott MacDonald deployed Project Cortex, a knowledge and content services solution. Now employees can learn and contribute to practice areas and projects by tapping into the organization’s knowledge communities from anywhere in Microsoft 365. “Our success is based on our employee’s knowledge and how they apply that knowledge to what they’re doing. Cortex enables connected thinking …helping us realize quicker speed to market with our projects.” - Productivity Applications Architect, Mott MacDonald
  • 12. Underwritten by: Mott McDonald took these Steps: Content Integration for a single view of needed information, including from remote sources Content Classification (digital and paper documents) using tagging and metadata with some help from machine learning Process Analysis to identify and eliminate information bottlenecks
  • 13. Underwritten by: Is Your Content Generating Value in Context?
  • 15. Underwritten by: Business challenges Search challenges degrade individual productivity and team effectiveness Disconnected silos of information Tacit knowledge and expertise of individuals and communities is untapped Protecting intellectual property Knowledge drain from people leaving your team or organization
  • 16. Underwritten by: The Logical Step Forward …
  • 17. Underwritten by: Migration guidance – fasttrack.microsoft.com
  • 18. Underwritten by: 60% Still Processed Manually 10% 15% 12% 13% 11% 9% 8% 8% 6% 3% 4% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Think about all of the information and forms of information coming into your organization. What would be your guess for the percentage of this information that is processed AUTOMATICALLY?
  • 20. Underwritten by: Project Cortex – your knowledge network in Microsoft 365 Automatically connect and organize knowledge Connect, manage, and protect your content Empower people with just-in-time knowledge
  • 21. Underwritten by: The Flipside of Content Input
  • 22. Underwritten by: Top Targets for Automating Classification Automatically classify/declare content at the point of ingestion to ECM/RM/email system Automatically classify/declare content as part of workflow/process Prompt for records declaration and suggest classification 52% 48% 44%
  • 23. Underwritten by: Better together: People + AI New AI services and capabilities to make it easier to build content understanding and classification apps directly into the content management flow of Project Cortex Automated object detection Forms processing File classification and entity extraction Manual for photos, scanned files, receipts, business cards for forms, claims, applications, invoices, medical forms Customize for your org’s forms Taught by your subject matter experts for contracts, business agreements, proposals, manuals, resumes Smart, right out of the box
  • 24. Underwritten by: One Way to Leverage Content at Scale
  • 25. Underwritten by: Top Drivers for Process Automation improving data quality reducing manual errors improving customer service … all clearly tied to the creation of seamless customer experiences
  • 26. Underwritten by: Best practices to get ready… GET CONTENT TO MICROSOFT 365 MAP KNOWN SOURCES AND ADD TO SEARCH GET TO MODERN PAGES UPDATE OR REVAMP TAXONOMY/MMS
  • 27. Project Cortex General Availability 1H 2020 Get more information https://aka.ms/ProjectCortex Apply to join Private Preview https://aka.ms/ProjectCortex/PreviewBlog See more AIIM Conference 2020!