Document Mining Analysis

Study for 2Q2015

Study Scope and Deliverables

Kick-off Meeting

Date: 5-01-2015

Rembrandt Group LLC

• Agenda

• Study

• Scope

• Assumptions

• Deliverables

• Architecture

• Time Line

• Project Plan

• Outstanding Issues

Document Mining Analysis

Kickoff Meeting & Discussion

2

Rembrandt Group

Document Mining Analysis

Project Objectives

1. Document an initial understanding of current data requirements of a proposed system using KMF to search three types of files – MS PowerPoint, MS Word and PDFs – for information specified by the user. The information is to be formatted into a template, such as an Excel spreadsheet, for further processing by the user, the Client

2. Specify and define systems architecture to support the above by providing another level of detail to the existing analytics that the Client currently uses

3. Determine the data and business definitions

4. Define computations and summation of details gathered by KMF

5. Define Scope of the project (sources and levels of computations and target reports)

4. Review the information templates provided by the Client for sources and target end user reports or summations of KMF search findings

5. Create a Cutover Plan for turning over to applications to the Client

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Rembrandt Group

Document Mining Analysis

Project Objectives (cont’d)KMF is to be used to build a pilot application for the Client to search various Document types: MS POWERPOINT, MS WORD and PDF sources to be located on a hard drive or server (to be determined)

Project Name: Document Mining Analysis

Basic High level System Functionality:

1. The system will take input from the user, populate a template (assumed to be Excel)

2. Specification needs to be finalized regarding the selection of a word, string or series of statements for input

3. Sources are POWER POINT (approx. 500 files) WORD ( approx. 200 files) and PDFs (approx. 100 files)

4. The user will be able to make and execute selections from the sources via KMF according to search criteria specifications

5. According to the requirement, KMF will access the selected sources, combine sources, execute any logic and present the results

6. Upon user approval, the results will be downloaded to an Excel spreadsheet in a format to be defined

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Rembrandt Group

Document Mining Analysis: Solution Architecture

User Supplies

Input to

Spreadsheets*

Input Captured

Sent to KMF

Input to

Excel

Spreadsheets*

Output Captured

Sent to User PC

KMF

Server Directory A C:\sub\sub\

Power

PointWORD PDF

KMF Finds Sources

Connects Sources

(Note: Server & Directories TBD)

KMF extracts values from files

KMF Combines Sources

Looks for strings or values

Performs logic and computations

Formats results

Returns results to Users

Note: Logic and Computation Formulas

Defined by the ClientAnalytics (AA)

*Note: Spreadsheet requirements

defined by AA

Rembrandt Group5

500

files200

files100

files

Document Mining Analysis

Project Assumptions - Phase I

the ClientAnalytics (AA) to provide or approve:

• Input (variables) to launch spreadsheet (define timeframes between x and x, all, etc.)

• Any business rules for selecting sources & timeframe

• 500 POWERPOINT, 200 WORD and 100 PDF documents on a disk or server for Rembrandt team to use for analysis

• Definition & finalization of sources to be searched

• Processing logic

• Passwords or IDs to access sources

• Output format (flat file, database or Excel spreadsheet)

Rembrandt to provide:

• KMF engine to execute system

• Resources to perform analysis, design, implementation testing & deployment

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Rembrandt Group

Document Mining Analysis

Project Objectives Phases I & 2

1. Phase 1 (@ 3 months): Design a Cutover Plan for Turnover of Phase1

Option 1: Customer takes ownership of the system & system is transferred to customer site

Option 2: Customer keeps system offsite & agrees to Phase 2 before transferring internally

2. Phase 2: Design, Build, Test & Deploy Phase 2

Define sources: internal & external

Develop tasks for harmonizing data definitions, models & templates

Develop tasks for selecting & finalizing technical architecture/infrastructure components

Develop actionable tasks for developing the detailed design for this project

Develop a resource plan & appropriate IT structure to support system

Develop a time line for executing the plan & projects

7

Rembrandt Group

Document Mining Analysis: Approach/Timing

Workplan

Time Line and High Level Project Plan

to be determined after finalization of requirements

Rembrandt Group8

Document Mining Analysis: Pricing

Pricing to be determined after finalization of requirements

1. Number of Sources

2. Processing, Logic, Computations

3. Data to be returned from search and in what desired format

4. Process Flow, Screen Shots, etc.

5. Output Format (Excel, flat file, database)

6. Acceptance Criteria

Rembrandt Group9

Supplemental Slides

(Used to Enhance Discussion)

Rembrandt Group10

Bring in Knowledge From Anywhere With KMF

KMFF

KMF Makes it Simple

11

Rembrandt Group

KMF

12

Rembrandt Group

KMF Today

HistoryArtificial Intelligence Specialization, Fortune 500 Clients,

Granted 4 US patents for Artificial Intelligence

Product KMF Platform

Market All industries, sectors needing complex data processing

Partial List of

Companies using

KMF

Navy Army L.A.

Louisiana

13

Rembrandt Group

Market Research Competitive Analytics with KMF Enabled

Flat Files Data

Multiple Systems

Planning & SALES SD-AP

Financial Data

(SAP Product MSTR)

Reports to Field Forces

Libraries

Emails, Web monitoring

External Libraries

Internet News

KMF

Engine

• Control of Information

• No Coding

• Fast and accurate

• 24x7x365 updates

• Not Millions like DW

Reports

Users:

• Home Office

• Sales (RD DMs)

• Reps

Marketing

• VPs

• Analysts

• Ad Hocs

• Primary Research

• Secondary Research

• Reports

• Graphics

Competitive Analytics

• Category

• Brand /SKU

• Product

Strategic Planning

KMF

Sales/

MRE

Mgmt

PortalCompetitive

Information

to

• Reps

• Product

• Channels

• Distribution

• Stores

Benefits with KMF

• Better Data

• No Coding

• Faster Access to results

• No Manual Effort

• Reduces Total Effort

• Reduces research Costs

• Faster Products to Market

Social Media Sites

Internet Sites

Rentrack

Nielsen

IRI

Social Media

DWDMCRM

SFA

External

Data

Internal Data

Sales Market Research PortalPaid DBs

Charts

Graphics

14

BrainJuicer

Rembrandt Group