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Shared Insights: The Podcast from Upland BA Insight
Shared Insights: The Podcast from Upland BA Insight
Author: TruStory FM
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Shared Insights is a podcast about modernizing enterprise search and intranets to improve employee collaboration and productivity. From customer stories to behind the scenes tales of our own developers, we aim to share what makes our approach to finding and accessing content across the enterprise a transformative force.
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Kim Stein brings decades of experience as a legal solutions and workflow specialist. As Upland BA Insight’s director of legal solutions, she has a rich and unique perspective on our industry. This week, Kim joins Pete Wright to share her insights as reflected through the lens of our premier educational and networking event in the legal sector: ILTACON. ILTACON was a four-and-a-half day conference with comprehensive peer-driven programs, educational content, and plenty of networking opportunities. Kim shares her perspective on Upland BAI’s role at the conference, leading the sector with relevant solutions to our industry. This year's big theme: Data. Where does it exist? How is it managed and transformed into knowledge for legal teams? What is the value proposition for investment in systems to help firms turn that value proposition into something that can be leveraged? And how are our best clients using our connectors to do just that for their legal teams right now? Listen in for Kim’s thoughts on all of this and more.
(00:00) - Welcome to Shared Insights
(00:08) - Introducing Kim Stein
(00:40) - About ILTACON
(02:10) - Upland BAI at ILTACON
(04:58) - The Value Proposition of Productivity
(07:18) - Machine Learning, AI, Blockchain
(11:49) - The Upland BAI Presence
(13:50) - Our Friends at Ogletree
Today on the show we’re talking about upgrades. Ogletree Deakins is a law firm specializing in labor and employment, and over the last few years, Chief Knowledge Officer Dave Boland and team have been working to move from SharePoint 2010 to SharePoint Online, replacing their old enterprise search and integrating the firm’s search needs under one banner, all available across a wide selection of devices for a diverse set of users. This meant, of course, integrating with other firm systems: document management systems, client matters, intranet content, firm expertise, and more, and doing it all in a simple, seamless interface. Today, Dave Boland joins Pete Wright and Sean Coleman, our senior director of operations, to talk about the Ogletree project, the BA Insight partnership, and lessons learned along the way.
BA Insight announced the immediate availability of BA Insight Search for Workplace powered by Microsoft Azure Cognitive Search. This solution is a first of its kind; it reduces store-by-store search bringing knowledge to users, regardless of where the information is. But, what does that mean for you?Liam Cavanagh, principal program manager for Azure Cognitive Search at Microsoft, and Massood Zarrabian, our very own Chairman and CEO, are here today to walk us all through the vision in the underlying Microsoft technology, why organizations should consider it, and how BA Insight’s solution creates an incredible opportunity for your users.Links & NotesAzure Cognitive SearchTry Azure Cognitive SearchBA Insight Search for Workplace Powered by Azure Cognitive ServicesBA Insight Search for Workplace powered by Microsoft Azure Cognitive Services Immediately Available — BA Insight Pressroomß
(02:17) - Why ACS?
(05:37) - Why this product?
(07:24) - Meeting End User Expectations
(09:58) - Wordpress and the future of enterprise search
(11:35) - Vision of Cognitive Services
(13:23) - Examples
(22:25) - Key Lessons
(24:53) - Learn More
Chris Smith is the internal entrepreneur at a major New York-based law firm. He works with the firm's lawyers to identify opportunities, shape creative solutions. His specialty is making knowledge management work, and he's with us today to reflect on Knowledge Management challenges through the lens of our current global context: COVID-19.Links & NotesConnect with Chris Smith on LinkedIn
(00:00) - Welcome to Shared Insights
(00:16) - Introducing Chris Smith
(01:00) - Recognizing things are changing in the world
(05:08) - Building Resilience
(09:16) - "Prepare to not be there"
(13:56) - Generational readiness
(18:55) - Physical changes
(21:19) - Lessons learned for future architecture
(23:25) - Surprises
Daniel Ranta has spent the last five years responsible for a massive knowledge management implementation at General Electric integrating hundreds of communities, unifying search, and delivering expertise connectivity that enabled transformative new capabilities across the organization. He joins us today to share his experience in building knowledge management systems and architecting knowledge networks that work, and some guidance if you find your efforts are coming up short. Links & NotesConnect with Daniel Ranta on LinkedIn
(00:00) - Welcome to Shared Insights
(00:18) - Introducing Daniel Ranta
(02:19) - Building transparently
(03:08) - "Follow the Shoe"
(03:34) - Stacking Hands Strategy
(05:43) - The value of the knowledge broker
(08:02) - The Killer App: Forums and Finding Expertise
(13:21) - The Wiki as a Service initiative
(20:05) - Ingredients for successful KM implementation
(23:06) - Pitfalls
(25:10) - Leading into KM, for Generations
BA Insight founder and head of development Tony Malandain joins us today to share his experience at Microsoft Ignite 2019. The continued investment in Microsoft Search is paying off with announcements from the company in AI, Modern Search UI, and more. But the keystone for us is around Microsoft Graph and connectors paving the way for a new wave of integration through the BA Insight ConnectivityHub, currently in preview. This week on the show, Tony gives us our own preview and a set of resources to help you make sense of the changes ahead.Links & NotesAbout Tony MalandainTony Malandain on LinkedInBA Insight Announces Preview of ConnectivityHub and 70+ Connectors for Microsoft SearchWatch the Connectors Announcement from the KeynoteSRCH40 - Connect Your World of Information to Microsoft 365 and Microsoft Search: A Sneak Peek at Microsoft Graph ConnectorsSRCH10 - What's New and Next for Microsoft SearchSRCH50 - What's New and Next for Microsoft Search Customization and DevelopmentIntroducing new knowledge services with Project CortexCall to Action! Request Your Connectors
Sanjaya Paudel offers an introduction into the kinds of benefits that come with integrating artificial intelligence and machine learning into your enterprise search solutions.
Investment in artificial intelligence and machine learning can yield quick benefits for your users. Today, BA Insight Solutions Consultant Sanjaya Paudel offers an introduction and a few examples the demonstrate the power of AI in applications such as document summarization, expertise location, super-accurate image and video search by content, and more.
ServiceNow has become ubiquitous across enterprise computing in a wave of organizations digitizing their most important workflows. But these workflows exist in the present. This week on the show, BA Insight CTO Sean Coleman joins us to describe how AI-driven enterprise search can augment these workflows and bring greater efficiency, satisfaction, and service to your users and stakeholders.
Links & Notes
Learn more about BA Insight for ServiceNow
Microsoft and ServiceNow announce strategic partnership — Microsoft News
Artifacts and dreams of our science fiction childhood are coming to pass at a greater rate than ever before. Even the elusive flying car seems to be getting some traction. But what about the tools and technologies that hover around us that help us get our work done every day? Our phones have replaced hundreds of individual products in our lives and yet we see this as obvious today.
This week on the show author, speaker, and futurist Sid Probstein joins us to talk about the perils of prediction in technology, and the delights that come at the end of the trending rainbow.
About Sid Probstein
Product and technology leader with entrepreneurial background in startups, enterprise software, cloud, messaging & collaboration systems, search engines, natural language processing, big data, machine learning, AI, remote & distributed product development, etc. Python and recent c# hacker. Social media and live music fan. Author, speaker and futurist.
Links & Notes
Connect with Sid Probstein on LinkedIn
Follow Sid on Twitter @SidProbstein
How do you capture a viable return on your search investment? BA Insight CEO Massood Zarrabian joins us today to help you develop a business case to do just that with an emphasis on Return on Value (ROV).
His latest white paper, Internal Search: Developing a Business Case, presents his perspective on the landscape of investment in internal search including the challenges of measuring ROI and the inaccuracy of the methods used historically. He shares how organizations have found Return on Value (ROV) a better measure to capture the return on their search investment, focusing on the return that comes from having more engaged employees.
We invite you to contact Massood directly via email at mzarrabian@BAinsight.com to request your own copy of the white paper and start a conversation.
Knowledge architect Scott Mortenson shares his experience in building enterprise search applications for global law firm Orrick. Efficiency and effectiveness are everything for the firm and its clients, so creating a system that is both powerful and discoverable for end users means bringing all the right tools into play.
The team brings a powerful search solution for millions of documents and assets to users through an open source front end, backed by Microsoft's SharePoint search. Today on the show, Mortenson shares the opportunities their latest search application offers the organization, along with some surprising challenges along the way.
Links & Notes
Follow Scott Mortenson on LinkedIn
Learn more about Orrick
Developments in artificial intelligence and natural language processing is progressing at a blistering pace thanks to investments from Microsoft, Google, Amazon and others. But how easily you can make use of these incredible technical resources depends on your facility with the tools, APIs, and your understanding of the strengths of each company’s approach. Today on the show, BA Insight CTO Sean Coleman is back to share his team’s experience investigating the landscape of NLP technologies and how you can best make use of them in your stack, and the state of BA Insight’s own integrations with each.
Links & Notes
Connect with Sean Coleman on LinkedIn
We hear it all the time — and it seems like such an easy solution to the metadata woes: let the AI tool crawl our data and assign metadata as it sees fit. If you’ve gone down that particular road, then you know where it ends up. That’s why BA Insight Technical Account Executive Jason McCullagh joins us today to bring a message of balance between what AI can accomplish and where you should focus on "old fashioned human intelligence" to best impact your efforts to improve findability.
Links & Notes
BA Insight Autoclassifier
Connect with Jason on LinkedIn
Xavier Ayala is a digital business transformation strategist at Esteve Pharmaceuticals headquartered in Barcelona, Spain. Their challenge? How do you integrate SharePoint and OpenText LiveLink for quick access to terabytes of documents to over 2,500 employees?
Ayala joins us today to share the story of how they faced that challenge and the tools they used to do it. And it shouldn’t surprise you to hear that a key tool in their set comes in the form of BA Insight connectors, specifically Connector for LiveLink, and has opened the door for future migrations for the company in the coming year.
Links & Notes
BA Insight Connector for LiveLink
Connect with Xavier Ayala on LinkedIn
It’s been a busy season in the technology sector but now that conference travel is slowing down, we’ve caught up with BA Insight CTO Sean Coleman for a recap of his experience at Microsoft Ignite 2018. The big announcement for us this year centered on the company’s realignment around Microsoft Search. Our conversation with Sean starts there, but he brings a number of non-search related takeaways from his experience in Orlando as well!
Links & Notes
Microsoft Search—cohesive search that intelligently helps you find, discover, command, and navigate
Microsoft Ignite
Patrick Rochel serves as SharePoint Solution Architect at a major global financial services firm. He joins us today to share the story of transformation. In the wake of a legacy of paper, two years ago their CEO made an announcement: it was time for the company to go paperless.
Over 18 months, Patrick and his team worked to ingest mountains of paper and in that time brought 80% of the company’s records online. He shares the story of the project, the platforms, and the BA Insight software that helped his company bring their content repository into SharePoint and beyond.
Bonzai Intranet Founder and Director of Product, Michal Pisarek, joins us today to talk about the importance of integrating intelligence into your intranet. What does he mean by intelligence here? It’s more than throwing buzzwords like AI and Machine Learning around, and can also be deceptively simple. Listen in today as a seasoned expert in our field shares his observations in building search infrastructure that truly serves users.
Links & Notes
Learn more about Bonzai Intranet
Follow MichalPisarek on Twitter
Sam Marshall is the owner of ClearBox Consulting where he’s specialized in intranets and the digital workplace for nearly two decades. Today, he works on digital workplace strategy and the business side of Office 365. He is the lead author of the annual ‘SharePoint Intranets in-a-box report’ and he’s here today to talk to us about employee experience in the digital workplace, diagnosing enterprise search, and how to approach the people challenges you might run into along the way.
Links & Notes
The Digital Workplace Framework
Diagnosing Enterprise Search
The Annual SharePoint Report
Learn More about ClearBox
Follow Sam on Twitter @sammarshall
What are some of the most exciting search technology innovations so far this year to make enterprise search more intelligent and user friendly? BA Insight’s CTO and Chief Customer Officer Sean Coleman and Advisory Board Chair Jeff Fried sit down to talk about the tools and technology that has them eager to develop and deliver, which includes major advancements in AI and ML. Join in for their thoughts on search technology that has them excited in 2018, as well as what's keeping them up at night!
This week, Korn Ferry Senior Vice President and CIO Bryan Ackermann joins us to talk about the business challenges that come with aggressive mergers and acquisitions and how SharePoint and BA Insight software has helped them not only mitigate the frustrations of growth, but keep their eye on a future in which search is only step one toward invisible, secure collaboration for his company anytime, anywhere in the world.
Korn Ferry is a key player in leadership development as a talent and recruiting partner to 93% of the FORTUNE 100. The company is nearing 50 years old in just a few years and currently moves 100,000 people through its leadership programs each month.























