Project Cortex is one of the newest announcements from Microsoft. What is it? How can we prepare for it? In this session we'll dig into the promises and strategy for what Project Cortex brings to the table to turn traditional ECM on it's head. Project Cortex brings new ways to look at data, provides AI and machine teaching and provides ways of looking at structured and unstructured data in new light. Microsoft 365 Virtual Marathon

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MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
MICROSOFT 365 VIRTUALMARATHON
Preparing for Project Cortex
Joel Oleson, MVP & RD
Director
Perficient
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@joeloleson

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MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Mark Your Calendars:
March 23-25, 2021
MGM Grand Resort
Las Vegas, Nevada, USA
M365Conf.com
#M365CONF
The SharePointConferenceis nowThe Microsoft365Collaboration
Conference
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Introductions
Joel Oleson, MVP & RD
Director
Microsoft Practice
joel.oleson@perficient.com
@joeloleson
LinkedIn.com/in/joeloleson
Collabshow.com &
Travelingepic.com

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"If HP knew what HP knows, it would be three times more profitable"
- Lew Platt, former CEO of Hewlett-Packard

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Information Management Challenges
Silos of Information
Search, Reuse, Awareness Discovery
Challenges
Tacit & Explicit Knowledge Gaps:
Expertise Finding, Sharing
Steep Ramp Up And Knowledge Drain From
People Leaving Your Team Or Organization

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“People are certainly valuable resources,
and the information they hold is useful, but
far more so if shared with others.”
Graham Walter | “Information Is Power”
Source
Unlocking Knowledge

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Project Cortex
• No Click Search
• Machine Teaching
• Autoclassifiers
The Evolution of Knowledge
Discovery & Retrieval
Innovative Search Solutions
Incorporate:
• Support for structured and unstructured data from a
variety of sources
• Ability to scale to accommodate growing data feeds
• Contextual information for relevant results
• Streamlined user interfaces built with the end user
in mind
• Results delivered through natural, human-like interfaces
• Auditing, management, and security

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INTERESTED
SME
AUTHORITATIVE
File
Meeting
Communications
Q&A
Person
ANSWERS
Site
Acronym/Definition
Non-Digital Knowledge
Knowledge Network
CONSTRUCTION
OPS
RELIABILITY

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Knowledge
Management
The Process of Capturing,
Distributing, & Using Knowledge
Capture:
Create, Collect, Classify
Distribute:
Retrieve, Share, Manage
Use It:
Consume, Reuse, Enhance

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Project Cortex as Defined by Microsoft
Empower people with knowledge and
expertise in the apps they use every day
Automatically connect and organize
knowledge across teams and systems
Manage and protect content with AI and
built-in security and workflow
• Extract and classify unstructured
content (e.g. forms, documents,
images, and videos)
• Train models to recognize your
business data
• Content Center as hero destination,
with reusable web parts for retrieval,
organization and management
• Mine across Microsoft 365 and
connected data and curate
organizational topics
• Automate extraction of metadata,
map to your taxonomies
• Knowledge center as hero
destination, with reusable web parts
for expertise contribution, learning
• Highlight topics including projects and
acronyms in the flow of work & search –
topics cards & pages
• Simplify human moderation &
management
• Suggest expertise areas for your profile
• Controls to support adoption, better
managed metadata services and
enterprise content types

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Project Cortex Visuals
From Microsoft

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Resource Demo
https://bit.ly/3aeMLng

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Highlighted Topics in the tools you
use everyday

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Topic Card in SharePoint

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Topic Card in Word

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Data Mining
FilterClusterGroupExtract
Definition Acronym Related People Related Files, Sites Related Topics
CORE Lee GuProject CORE focuses
on…

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Expertise in People Cards and Topics

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Knowledge Center

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Knowledge Bot

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Knowledge Webparts

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Content Center

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Microsoft Search Connectors
Cortex can connect to third-party repositories using six
new Microsoft Search connectors and 100s by partners:
• Ingestion API (Preview)
• Build Your Own Graph Microsoft Search API
• Indexing API (Private Preview)
• Query API (Public Beta)
Windows File
Share
ServiceNow SQL Database Intranet
Websites
MediaWiki Azure Data Lake
Gen2
Salesforce

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Project Cortex
Knowledge Center
SharePoint:
Knowledge Center
Topics Pages
Knowledge Webparts
Content Center
Explicit Knowledge
Content Center
Power Apps:
AI Builder
Power Automate:
Forms Builder
Knowledge Capture
Tacit Knowledge
Teams: Knowledge Bot
Yammer: Q&A
Search Connectors
Microsoft Search &
Azure:
Search Connectors
Knowledge Insights
SharePoint Teams:
Highlighted
Terms/Topics
Office Online, Word,
Excel, PowerPoint:
Smart Lookup

29. 29Based on the article at:
https://bit.ly/2RGpkg1
Machine Teaching
in Microsoft 365
PROJECT CORTEX
MACHINE LEARNING
Knowledge Bot
Knowledge
Capture
Q&A
Question &
Answer
Conversations
Power Automate
Forms
processing
AI Builder
Project Cortex
Models
Content Center
Libraries and
Structured Files
Microsoft
Search
Connectors

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Planning for Project Cortex
• Classic to Modern UI (SharePoint)
• Search Project: Populate Acronyms, Enable Microsoft Search
• Enterprise Information Architecture (Hubs and Teams)
• Trusted User Profiles – (Ph#, Department, Office Location, Building Maps)
• Data Cleanup: Retention, Archive, Delete, Expire, Lock
• Site & Team Classification, Unified (Sensitivity & Retention Labeling), DLP
Tactical Preparation Projects & Tasks
• Roles and Responsibilities – Define Ownership
• Data Policies, File Plan, Taxonomy, Managed Metadata, “Enterprise” Content Types
Plan
• Enterprise Retention and Information Policies
• Discover Departmental Structured & Semi Structured Documents and Processes (Kofax/Ephesoft)
• Discover Enterprise Forms, Digital Workstreams
• Align with Green Initiatives – Paper to Digital, Digitization, Consolidation, Migrations
Discover

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Taxonomy & Project Cortex
Free General Taxonomy
http://wandinc.com

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Questions?
Joel Oleson, MVP & RD
Director
Microsoft Practice
joel.oleson@perficient.com
@joeloleson
LinkedIn.com/in/joeloleson
Collabshow.com &
Travelingepic.com
Slideshare.net/joeloleson

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Thank You

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35. 35
CONSIDER DONATING TO THE FOLLOWING CHARITY RELIEF FUNDS:
UNITED WAY OR INTERNATIONAL MEDICAL CORPS
THANKYOU FOR JOININGUS!
10% OF FUNDSFROMSPONSORSGO TOSUPPORTTHE
MICROSOFTCOMMUNITYRELIEF
Know someone? Let us know!
United Way: https://give.uwkc.org/M365VM
International Medical Corps: https://bit.ly/MedicalCorpsFund