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       Enabling Dynamic Assembly and Reuse of
       Operational Documents with SharePoint and
       Microsoft Word

       John Kreisa Director of Industry Solutions
       Mark Logic Corporation




Copyright © 2009 Mark Logic Corporation. All rights reserved.                     1
Operational Docs, So What?



 How do you make a Starbucks non-fat vanilla latte?
                   Big Mac?




Operational documents define and drive organizational behavior in
services oriented organizations
   Maintenance and publication of this information is time consuming
   and expensive
   Example service industries: financial services, retail, hotels, airlines
   etc.


                                                                              Slide 2
Copyright © 2009 Mark Logic Corporation. All rights reserved.                     2
Agenda - Outline


     About JetBlue
     The operational document problem
     The solution – SharePoint, Word, MarkLogic Server
     About Mark Logic




                                                                Slide 3
Copyright © 2009 Mark Logic Corporation. All rights reserved.       3
About JetBlue


     Founded in 1998
     9th largest domestic carrier
     60 cities served, ~190 aircraft in service
     600 flights daily
     11,000+ Crewmembers
     Headquartered in New York, primary
     hub at JFK

     A new kind of value airline
        High-quality service and product
        Low operating costs
        Brand strength


                                                                Slide 4
Copyright © 2009 Mark Logic Corporation. All rights reserved.       4
Agenda - Outline


     About JetBlue
     The operational document problem
     The solution – SharePoint, Word, MarkLogic Server
     About Mark Logic




                                                                Slide 5
Copyright © 2009 Mark Logic Corporation. All rights reserved.       5
The Existing System Had Issues



     Document system was manual-oriented
        Flight Operations Manual (FOM)
        Station Operations Manual (SOM)
        Flight Attendant Manual (FAM)
        Etc…
     Document system was manually-maintained
     Document system was „published‟ to PDF
     Document system was manually-accessed
     Numerous outstanding internal „findings‟ related to documentation




                                                                         Slide 6
Copyright © 2009 Mark Logic Corporation. All rights reserved.                6
Intranet Home




                                                                Slide 7
Copyright © 2009 Mark Logic Corporation. All rights reserved.       7
JBDocs Home




                                                                Slide 8
Copyright © 2009 Mark Logic Corporation. All rights reserved.       8
Flight Crew Operating Manual (FCOM)




                                                                 456
                                                                pages!!




                                                                          Slide 9
Copyright © 2009 Mark Logic Corporation. All rights reserved.                 9
And Content is Needed in Many Docs


                                                                                            FAA



                                                                    Winter Operations
                                                                     1.0 De-Icing
                                                                       1.1 Responsibility
                                                                       1.2 Authority
                                                                       1.3 Procedures




                     Section 1.3                                         Section 2.4                     Section 5.2.1




Station Operations Manual (SOM)                                  Flight Operations Manual (FOM)   Ground Operations Manual (GOM)
                                                                                                                                   Slide 10
                                                                                                                                         10
 Copyright © 2009 Mark Logic Corporation. All rights reserved.
Problem Definition – „Hard‟ Factors


     Comply with standards and regulations
        Air Transportation Oversight System (ATOS)
        FAA, DoT, OSHA, EPA…
     Content ownership at lowest sensible level
        From “manuals” to “processes”
     Provide for online access
        Crewmembers and Business Partners
     Provide for offline access
        Pilots in cockpit
     Regulatory review
        FAA representatives need access
     Future-proof the solution
        International (IOSA)
        QMS, SMS

                                                                Slide 11
                                                                      11
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Bottom Line – They Had…


     A problem that HAD to be solved
        In their case: regulatory compliance

     A problem that‟s time-bound
        In their case: beginning of 2009

     A problem that‟s clear-cut enough
        In their case: comply with ATOS requirements

     A current situation that‟s bad enough you can‟t just tweak it
        In their case: the current manual system is compromised



                                                                     Slide 12
                                                                           12
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Agenda - Outline


     About JetBlue
     The operational document problem
     The solution – SharePoint, Word, MarkLogic Server
     About Mark Logic




                                                                Slide 13
                                                                      13
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Solution Requirements


     Distribute authorship
        „Book owners‟ are obsolete
        Put ownership on the process owners and their SMEs
     Use non-technical tools
        But have XML as a base technology
     Enable workflow and automation
        Automate routing and approvals
     Provide dynamic delivery to all consumers
        Once approved content automatically flows to appropriate
        location




                                                                   Slide 14
                                                                         14
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Solution Details


     Make organizational changes
       Create Corporate Publications group
       Distinct from existing Technical Publications
       Provide cross-departmental governance structure

     Design system using corporate standards
        Leverage authoring & management tools “crew members” are
        familiar with
        Use standard content creation tools e.g. SharePoint and Word




                                                                       Slide 15
                                                                             15
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Corporate Publications Group




                                                                Slide 16
                                                                      16
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Governance Structure




                                                                Slide 17
                                                                      17
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Technical Architecture
                                                        Content Creation & Assembly



                                                                     SharePoint UI                      SharePoint




                                                                     Word + Add-in
                                   Author
                                   workstations



                                                       Dynamic Content Delivery


                                                                Document viewer
                                                                web application


                            Workstations



                                                                                      Synchronization
                             Laptops &
                                                                                      Services
                             handhelds



                                                                                                                     Slide 18
                                                                                                                           18
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Leverage & Enhance SharePoint


      Leveraging SharePoint for library services
      and business workflows
         Document review and approvals
         Versioning

      Enhancing SharePoint with dynamic
      publishing and reuse apps
         Seamless automated bulk mirroring
         Documents pushed to delivery
         infrastructure upon approval




                                                                Slide 19
                                                                      19
Copyright © 2009 Mark Logic Corporation. All rights reserved.
SharePoint Managed Work Flow




                                                                Slide 20
                                                                      20
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Use Familiar Authoring Tools


      Business users (SMEs) author documents
         Find and reuse operational content from
         within Microsoft Word
         Leverage Open XML
         Enrich Word docs for search and
         analytics
         Enhancing with with custom metadata
      Rapidly assemble new policies and
      procedures
         Improved productivity for non-technical
         authors
         Avoiding expensive and complicated
         special-purpose authoring tools
         Higher adoption rate

                                                                Slide 21
                                                                      21
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Office Example 1




                                                                Slide 22
                                                                      22
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Office Example 2




                                                                Slide 23
                                                                      23
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Office Example 3




                                                                Slide 24
                                                                      24
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Where Are They?


     Create Corporate Publications group 
     Charter cross-departmental governance structure 
     Technical architecture
        Designed 
        Implemented - in-process 
        Tested and launched - 
     Content development
        Templates and metadata 
        Identify process owners – 
        Train and develop content – in-process




                                                                Slide 25
                                                                      25
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Agenda - Outline


     About JetBlue
     The operational document problem
     The solution – SharePoint, Word, MarkLogic Server
     About Mark Logic




                                                                Slide 26
                                                                      26
Copyright © 2009 Mark Logic Corporation. All rights reserved.
How We Help Our Customers

MarkLogic accelerates the creation information products
      Integrate content from different sources
      Repurpose content into multiple uses
      Build custom documents and views
      Deliver content through multiple channels
      Search-and-discover previously unknown information




                                                                Slide 27
                                                                      27
Copyright © 2009 Mark Logic Corporation. All rights reserved.
What Does MarkLogic Server Do?

The industry’s leading XML server


      Store content in a single centralized repository
         Use XQuery to access, manipulate and retrieve

      Search and locate content with pinpoint accuracy
         Extensive full-text and structure search features

      Analyze to understand and exploit what you have
         Built in indexes to speed analysis of data

      Deliver content to users in multiple contexts
         Send content to multiple devices and users

                                                                Slide 28
                                                                      28
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Q&A


     Thank you

     John Kreisa
     Director of Industry Solutions
     john.kreisa@marklogic.com




                                                                Slide 29
                                                                      29
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Addendum




                                                                Slide 30
                                                                      30
Copyright © 2009 Mark Logic Corporation. All rights reserved.
About Mark Logic


     Enterprise software and services company
        Headquarters in San Carlos, California (Silicon Valley)

     Product: MarkLogic Server
        Industry's leading XML server
        Accelerates the creation of information products

     >150 top-tier customers
        Elsevier, McGraw-Hill, Oxford University Press, O‟Reilly
        Media, JetBlue Airways, US Army, JP Morgan

     Strong financial backing
         Sequoia Capital, Tenaya Capital

                                                                   Slide 31
                                                                         31
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Recognized Technology Leader

                                                        EContent magazine “100” top digital content companies
                                                                Winner in 2005, 2006, 2007, and 2008-2009
                                                        Information Today Reader‟s Choice Award
                                                                Best Enterprise Application in 2006 and 2007
                                                        KMWorld magazine“100”
                                                                Companies that matter in Knowledge Management
                                                                Winner in 2005, 2006, 2007, and 2008
                                                                Trend-Setting Product in 2008
                                                        SIIA “CODiE” awards
                                                                2005 Best Vertical Solution – Publishing
                                                                2006 Best Content Management Solution
                                                                2008 Finalist in Three Categories
                                                        Ranked 4th fastest growing IT company in Silicon
                                                        Valley with 15,174% growth from 2003-2007 by Deloitte

                                                                                                               Slide 32
                                                                                                                     32
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Representative Mark Logic Customers




                                                                Slide 33
                                                                      33
Copyright © 2009 Mark Logic Corporation. All rights reserved.
MarkLogic Server Features


DBMS Features                                                   Search Features
  XQuery 1.0                                                       Full-text extensions to XQuery
  Transaction semantics                                            Integrated XML and text search
  Triggers (CPF)                                                   Fielded search
                                                                   Alerting (“profiling”)
  Non-blocking read-consistency
  Point-in-time queries                                            Relevance tuning
  Geospatial indexing                                              Language processing
                                                                   (stemming, tokenization, spell check)
  Backup and recovery
                                                                   Entity extraction / enrichment
  Administration
                                                                   Foreign language support
  High-availability
                                                                   Thesaurus support
  Scalability and performance
                                                                   Taxonomy support
  Analytics – facets and co-occurrence
                                                                   XML classification
                                                                   Lexicons and lexicon frequencies
                                                                   Scaling architecture



                                                                                                           Slide 34
                                                                                                                 34
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Granular Access to Information

                                                                Or, take the whole section?



                                                                These paragraphs?

                                                                Perhaps this list?




                                                                Does this table interest you?




                                                                                         Slide 35
                                                                                               35
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Fully Leverage Your Content




Article                                                  Book              Report




                                                         Assessment Item   Case
Journal
                                                                                    Slide 36
                                                                                          36
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Platform for Content Apps


                                                                                    Mark Logic
                          Old
                                                                        Content platform reduces new app
    Perpetual re-development
                                                                        cost and speeds creation process
     and fixed costs per app


                                                                              ●●●              App
                                                                                     App                  App
                                                                      App

  App ●●● App                                 App               VS.
                                                                                Content Platform



    Decide what you want to build                                     Gather content to create a platform
    Gather, transform content                                         Decide what you want to build
    Build app / delivery system                                       Build app / delivery system on the platform
    See if it works                                                   See if it works
    Fixed costs per application


                                                                                                               Slide 37
                                                                                                                     37
Copyright © 2009 Mark Logic Corporation. All rights reserved.
Centralized Information Platform

     Custom documents                                                              Applications
                                                                   Devices
         Static                 Dynamic


                                                                    App                 App




                                                                                          Metadata
     Briefings




                                                                                              Policy
     Reports                                          Content enrichment     HTML/XML
                                                                                                       Slide 38
                                                                                                             38
Copyright © 2009 Mark Logic Corporation. All rights reserved.

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MarkLogic at JetBlue for Operational Documentation

  • 1. Unlock Content™ Enabling Dynamic Assembly and Reuse of Operational Documents with SharePoint and Microsoft Word John Kreisa Director of Industry Solutions Mark Logic Corporation Copyright © 2009 Mark Logic Corporation. All rights reserved. 1
  • 2. Operational Docs, So What? How do you make a Starbucks non-fat vanilla latte? Big Mac? Operational documents define and drive organizational behavior in services oriented organizations Maintenance and publication of this information is time consuming and expensive Example service industries: financial services, retail, hotels, airlines etc. Slide 2 Copyright © 2009 Mark Logic Corporation. All rights reserved. 2
  • 3. Agenda - Outline About JetBlue The operational document problem The solution – SharePoint, Word, MarkLogic Server About Mark Logic Slide 3 Copyright © 2009 Mark Logic Corporation. All rights reserved. 3
  • 4. About JetBlue Founded in 1998 9th largest domestic carrier 60 cities served, ~190 aircraft in service 600 flights daily 11,000+ Crewmembers Headquartered in New York, primary hub at JFK A new kind of value airline High-quality service and product Low operating costs Brand strength Slide 4 Copyright © 2009 Mark Logic Corporation. All rights reserved. 4
  • 5. Agenda - Outline About JetBlue The operational document problem The solution – SharePoint, Word, MarkLogic Server About Mark Logic Slide 5 Copyright © 2009 Mark Logic Corporation. All rights reserved. 5
  • 6. The Existing System Had Issues Document system was manual-oriented Flight Operations Manual (FOM) Station Operations Manual (SOM) Flight Attendant Manual (FAM) Etc… Document system was manually-maintained Document system was „published‟ to PDF Document system was manually-accessed Numerous outstanding internal „findings‟ related to documentation Slide 6 Copyright © 2009 Mark Logic Corporation. All rights reserved. 6
  • 7. Intranet Home Slide 7 Copyright © 2009 Mark Logic Corporation. All rights reserved. 7
  • 8. JBDocs Home Slide 8 Copyright © 2009 Mark Logic Corporation. All rights reserved. 8
  • 9. Flight Crew Operating Manual (FCOM) 456 pages!! Slide 9 Copyright © 2009 Mark Logic Corporation. All rights reserved. 9
  • 10. And Content is Needed in Many Docs FAA Winter Operations 1.0 De-Icing 1.1 Responsibility 1.2 Authority 1.3 Procedures Section 1.3 Section 2.4 Section 5.2.1 Station Operations Manual (SOM) Flight Operations Manual (FOM) Ground Operations Manual (GOM) Slide 10 10 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 11. Problem Definition – „Hard‟ Factors Comply with standards and regulations Air Transportation Oversight System (ATOS) FAA, DoT, OSHA, EPA… Content ownership at lowest sensible level From “manuals” to “processes” Provide for online access Crewmembers and Business Partners Provide for offline access Pilots in cockpit Regulatory review FAA representatives need access Future-proof the solution International (IOSA) QMS, SMS Slide 11 11 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 12. Bottom Line – They Had… A problem that HAD to be solved In their case: regulatory compliance A problem that‟s time-bound In their case: beginning of 2009 A problem that‟s clear-cut enough In their case: comply with ATOS requirements A current situation that‟s bad enough you can‟t just tweak it In their case: the current manual system is compromised Slide 12 12 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 13. Agenda - Outline About JetBlue The operational document problem The solution – SharePoint, Word, MarkLogic Server About Mark Logic Slide 13 13 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 14. Solution Requirements Distribute authorship „Book owners‟ are obsolete Put ownership on the process owners and their SMEs Use non-technical tools But have XML as a base technology Enable workflow and automation Automate routing and approvals Provide dynamic delivery to all consumers Once approved content automatically flows to appropriate location Slide 14 14 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 15. Solution Details Make organizational changes Create Corporate Publications group Distinct from existing Technical Publications Provide cross-departmental governance structure Design system using corporate standards Leverage authoring & management tools “crew members” are familiar with Use standard content creation tools e.g. SharePoint and Word Slide 15 15 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 16. Corporate Publications Group Slide 16 16 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 17. Governance Structure Slide 17 17 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 18. Technical Architecture Content Creation & Assembly SharePoint UI SharePoint Word + Add-in Author workstations Dynamic Content Delivery Document viewer web application Workstations Synchronization Laptops & Services handhelds Slide 18 18 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 19. Leverage & Enhance SharePoint Leveraging SharePoint for library services and business workflows Document review and approvals Versioning Enhancing SharePoint with dynamic publishing and reuse apps Seamless automated bulk mirroring Documents pushed to delivery infrastructure upon approval Slide 19 19 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 20. SharePoint Managed Work Flow Slide 20 20 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 21. Use Familiar Authoring Tools Business users (SMEs) author documents Find and reuse operational content from within Microsoft Word Leverage Open XML Enrich Word docs for search and analytics Enhancing with with custom metadata Rapidly assemble new policies and procedures Improved productivity for non-technical authors Avoiding expensive and complicated special-purpose authoring tools Higher adoption rate Slide 21 21 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 22. Office Example 1 Slide 22 22 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 23. Office Example 2 Slide 23 23 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 24. Office Example 3 Slide 24 24 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 25. Where Are They? Create Corporate Publications group  Charter cross-departmental governance structure  Technical architecture Designed  Implemented - in-process  Tested and launched -  Content development Templates and metadata  Identify process owners –  Train and develop content – in-process Slide 25 25 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 26. Agenda - Outline About JetBlue The operational document problem The solution – SharePoint, Word, MarkLogic Server About Mark Logic Slide 26 26 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 27. How We Help Our Customers MarkLogic accelerates the creation information products Integrate content from different sources Repurpose content into multiple uses Build custom documents and views Deliver content through multiple channels Search-and-discover previously unknown information Slide 27 27 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 28. What Does MarkLogic Server Do? The industry’s leading XML server Store content in a single centralized repository Use XQuery to access, manipulate and retrieve Search and locate content with pinpoint accuracy Extensive full-text and structure search features Analyze to understand and exploit what you have Built in indexes to speed analysis of data Deliver content to users in multiple contexts Send content to multiple devices and users Slide 28 28 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 29. Q&A Thank you John Kreisa Director of Industry Solutions john.kreisa@marklogic.com Slide 29 29 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 30. Addendum Slide 30 30 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 31. About Mark Logic Enterprise software and services company Headquarters in San Carlos, California (Silicon Valley) Product: MarkLogic Server Industry's leading XML server Accelerates the creation of information products >150 top-tier customers Elsevier, McGraw-Hill, Oxford University Press, O‟Reilly Media, JetBlue Airways, US Army, JP Morgan Strong financial backing Sequoia Capital, Tenaya Capital Slide 31 31 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 32. Recognized Technology Leader EContent magazine “100” top digital content companies Winner in 2005, 2006, 2007, and 2008-2009 Information Today Reader‟s Choice Award Best Enterprise Application in 2006 and 2007 KMWorld magazine“100” Companies that matter in Knowledge Management Winner in 2005, 2006, 2007, and 2008 Trend-Setting Product in 2008 SIIA “CODiE” awards 2005 Best Vertical Solution – Publishing 2006 Best Content Management Solution 2008 Finalist in Three Categories Ranked 4th fastest growing IT company in Silicon Valley with 15,174% growth from 2003-2007 by Deloitte Slide 32 32 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 33. Representative Mark Logic Customers Slide 33 33 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 34. MarkLogic Server Features DBMS Features Search Features XQuery 1.0 Full-text extensions to XQuery Transaction semantics Integrated XML and text search Triggers (CPF) Fielded search Alerting (“profiling”) Non-blocking read-consistency Point-in-time queries Relevance tuning Geospatial indexing Language processing (stemming, tokenization, spell check) Backup and recovery Entity extraction / enrichment Administration Foreign language support High-availability Thesaurus support Scalability and performance Taxonomy support Analytics – facets and co-occurrence XML classification Lexicons and lexicon frequencies Scaling architecture Slide 34 34 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 35. Granular Access to Information Or, take the whole section? These paragraphs? Perhaps this list? Does this table interest you? Slide 35 35 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 36. Fully Leverage Your Content Article Book Report Assessment Item Case Journal Slide 36 36 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 37. Platform for Content Apps Mark Logic Old Content platform reduces new app Perpetual re-development cost and speeds creation process and fixed costs per app ●●● App App App App App ●●● App App VS. Content Platform Decide what you want to build Gather content to create a platform Gather, transform content Decide what you want to build Build app / delivery system Build app / delivery system on the platform See if it works See if it works Fixed costs per application Slide 37 37 Copyright © 2009 Mark Logic Corporation. All rights reserved.
  • 38. Centralized Information Platform Custom documents Applications Devices Static Dynamic App App Metadata Briefings Policy Reports Content enrichment HTML/XML Slide 38 38 Copyright © 2009 Mark Logic Corporation. All rights reserved.