QKS Classifier Overview

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Presentation transcript:

QKS Classifier Overview August 21st, 2002 ©2002 Quiver, Inc.

CONFIDENTIAL ©2002 Quiver, Inc. AGENDA I. Quiver Overview Quiver Approach Architecture Overview Customer Success Quiver vs. The Competition VI. Product Demo CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

CONFIDENTIAL ©2002 Quiver, Inc. QUIVER AT A GLANCE Enterprise software company focused on end-to-end applications for content categorization 3 Core Strategies From Our Inception Blending automation w/human oversight Platform approach stressing open integration Vertical focus mandatory to understand customer needs Proven Success at Global 2000 Accounts in Key Verticals/Applications CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

QUIVER/INKTOMI…A POWERFUL COMBINATION Background – Taxonomy market is consolidating – Major players scrambling to enter – Quiver approached by several large players looking to merge Inktomi Enters the Market – Inktomi history/strategy – Exhaustive review of all the major players – Chose Quiver based on product fit, customer feedback, & domain expertise Inktomi/Quiver Moving Forward – Major player focused exclusively on information retrieval – “Open Stack” strategy allowing for integration to virtually any enterprise application……including other search vendors! – Financial viability to thrive in this environment CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

The Quiver Approach ©2002 Quiver, Inc.

ENTERPRISE TAXONOMY April 25, 2019

A COMPREHENSIVE TAXONOMY PLATFORM APPLICATIONS INTRANET SITE / EXTRANET ENTERPRISE PORTAL OPEN XML TAXONOMY PLATFORM API OUTPUT ERP, CRM, … CONTENT MANAGEMENT SYSTEM EXTERNAL DATA FEEDS SEARCH ENGINE [WEB SERVERS, FILE SHARES, DATABASES] April 25, 2019

THE QUIVER APPROACH: EFFICIENT & ACCURATE Manual Solutions Human Intelligence Cons Inefficient Do Not Scale Resource intensive Pros Accurate Visible Controllable Automated Solutions Technology Cons Limited Accuracy Lacks Control Difficult to Train Pros Efficient Scalable Quick to Deploy vs. QUIVER PRODUCTS Human Intelligence Accuracy Technology Efficiency + CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

KEYS TO A TAXONOMY IMPLEMENTATION Components of a Complete Solution Why Taxonomy and Categorization? Within Global 2000 enterprises Quiver accurately organizes unstructured data to enable timely access, consistent distribution, and information sharing, driving competitive advantage and cost savings Critical Success Factors Quality [Accuracy, Timeliness] Control [Visibility, Consistency] Efficiency [Automation, Distribution] Flexibility [Open Platform, Accessibility] Ease of Deployment [Manageable, Adaptable] Taxonomy Creation Content Acquisition & Filtering Business Rules Taxonomy Management Content Approval Workflow Access & Integration Topic Training Categorization Algorithms CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS CLASSIFIER™: END-TO-END SOLUTION Taxonomy Creation Import existing taxonomies for fast implementation QKS Topic Advisor identifies clusters of content for review / approval Powerful tools allow quick taxonomy development Topic ownership allows for distributed management Professional Services Quick Start Training / Consulting CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS CLASSIFIER™: Topic Training Taxonomy Creation Topic Training Goal is 10-15 example documents per topic Existing directory content can be imported and used as training set to speed implementation Intuitive Bootstrapping process enables Query / drag & drop of search results Augment with selected keywords Proposed documents added to training set CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS CLASSIFIER™: Acquisition & Filtering Acquisition & Filtering Taxonomy Creation Topic Training Acquisition & Filtering Integration with Content Sources via Content Acquisition Module Via Search Engine Direct integration where required Content based filtering (doc type, size, date, keyword, etc.) End-user document submission allows community participation and adoption while maintaining control CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

Two Stage Algorithms deliver maximum accuracy QKS CLASSIFIER™: Categorization Algorithms Taxonomy Creation Topic Training Acquisition & Filtering Categorization Algorithms Two Stage Algorithms deliver maximum accuracy Multiple Sorting Algorithms enable optimal categorization of various content types Naïve Bayes, Support Vector Machine (SVM), Rules Engine (location, metatag, keyword) Ranking Algorithms improve information placement within topics Separate confidence score calculation used for auto-publishing as well as results ranking CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS CLASSIFIER™: Business Rules Taxonomy Creation Topic Training Acquisition & Filtering Categorization Algorithms Business Rules Business Rules Engine ensures flexibility and control on a topic-by-topic basis Automate less critical topics Require review of all content in sensitive topics Auto-publish high scoring content, but review mid-level confidence documents Rules can leverage metadata, automating more where documents are well tagged CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS CLASSIFIER™: Approval Workflow Taxonomy Creation Topic Training Acquisition & Filtering Categorization Algorithms Business Rules Approval Workflow Thin client enables distributed workflow by multiple information managers to review / approve content Security allows access only to your topics Granular control over title, description, ranking, expiration/review date, and more Workflow Memory™ eliminates redundant effort caused by dynamic content, taxonomy changes, or content moves CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

QKS Topic Advisor™ Alerting / Reporting QKS CLASSIFIER™: Taxonomy Management Taxonomy Creation Topic Training Acquisition & Filtering Categorization Algorithms Business Rules Approval Workflow Taxonomy Management QKS Topic Advisor™ Runs against “unsorted” content to quickly and easily help identify new/emerging topics Submit content of “overgrown” topics to identify new potential subtopics Alerting / Reporting Provides status by topic / editor Automatically notifies individual topic owners if topics Fall below/above thresholds for desired size Require additional training content CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

XML output easily integrates with existing and future infrastructure QKS CLASSIFIER™: END-TO-END SOLUTION Taxonomy Creation Topic Training Acquisition & Filtering Categorization Algorithms Business Rules Approval Workflow Taxonomy Mgmt Access Integrate XML output easily integrates with existing and future infrastructure Portals Epicentric IBM WebSphere Portlet Plumtree gadget Out of the box XSLT browse tree with deep search integration Drill-down search Related topics CONFIDENTIAL ©2002 QUIVER, INC. April 25, 2019

Product Architecture ©2002 Quiver, Inc.

QKS CLASSIFIER™: PRODUCT ARCHITECTURE END USERS INFORMATION Web Site Business Applications EIP KM Extranet ACCESS LAYERS OUTPUT & DISPLAY INTERFACE ADMINISTRATION TOOL QKS Classifier™ HYBRID TAXONOMY PLATFORM Information Manager DIRECTORY MANAGEMENT TOOLSET CATEGORIZATION ENGINE Content Mgmt Authoring Applications Search ERP CRM CONTENT STORES INFORMATION CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

CUSTOMER SUCCESS ©2002 Quiver, Inc.

CUSTOMER ADOPTION: RESEARCH ENVIRONMENT Pharmaceutical Research Intranet Improved collaboration between independent research teams, and reduction in redundancies Fast-moving environment, where potential leverage of others’ work can significantly impact time-to-market Final goal: Standardized corporate taxonomy for international intranet Integrated search, content management and portal applications CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

CUSTOMER ADOPTION: REGULATED ENVIRONMENT Financial Services Agent Extranet Enable timely access to information on all products, improving productivity of field reps Regulated information requires 100% accuracy Currently building limited directories manually, cannot scale Integration to Interwoven, Documentum, Lotus Notes and Siebel Next phases = public-facing web site and employee intranet CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019

CUSTOMER ADOPTION: REGULATED ENVIRONMENT Health & Safety Intranet site Improve access to, and dissemination of, safety information across company Sensitive HR information requires 100% accuracy Further projects within related divisions and related companies CONFIDENTIAL ©2002 Quiver, Inc. April 25, 2019