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Copyright © 2009 Mark Logic Corporation. All rights reserved. 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
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MarkLogic at JetBlue for Operational Documentation

May 15, 2015

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Dave Kellogg

Presentation by Mark Logic director of industry solutions, John Kreisa, given at the SharePoint Summit, April 7, 2009 in Montreal, Canada
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Page 1: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 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

Page 2: MarkLogic at JetBlue for Operational Documentation

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

Operational Docs, So What?

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.

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

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

Agenda - Outline

About JetBlue

The operational document problem

The solution – SharePoint, Word, MarkLogic Server

About Mark Logic

Page 4: MarkLogic at JetBlue for Operational Documentation

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

Page 5: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 5Slide 5

Agenda - Outline

About JetBlue

The operational document problem

The solution – SharePoint, Word, MarkLogic Server

About Mark Logic

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

Page 7: MarkLogic at JetBlue for Operational Documentation

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

Intranet Home

Page 8: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 8Slide 8

JBDocs Home

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 9Slide 9

Flight Crew Operating Manual (FCOM)

456 pages!!

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 10Slide 10

And Content is Needed in Many Docs

Station Operations Manual (SOM) Flight Operations Manual (FOM) Ground Operations Manual (GOM)

Winter Operations1.0 De-Icing 1.1 Responsibility 1.2 Authority 1.3 Procedures

Section 1.3 Section 2.4 Section 5.2.1

FAA

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 11Slide 11

Problem Definition – ‘Hard’ Factors

Comply with standards and regulationsAir Transportation Oversight System (ATOS)FAA, DoT, OSHA, EPA…

Content ownership at lowest sensible levelFrom “manuals” to “processes”

Provide for online accessCrewmembers and Business Partners

Provide for offline accessPilots in cockpit

Regulatory reviewFAA representatives need access

Future-proof the solutionInternational (IOSA)QMS, SMS

Page 12: MarkLogic at JetBlue for Operational Documentation

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

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

Agenda - Outline

About JetBlue

The operational document problem

The solution – SharePoint, Word, MarkLogic Server

About Mark Logic

Page 14: MarkLogic at JetBlue for Operational Documentation

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

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

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

Corporate Publications Group

Page 17: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 17Slide 17

Governance Structure

Page 18: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 18Slide 18

Technical Architecture

SharePoint UI

Content Creation & Assembly

Author workstations

SharePoint

Word + Add-in

Document viewerweb application

Synchronization Services

Laptops & handhelds

Workstations

Dynamic Content Delivery

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 19Slide 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

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 20Slide 20

SharePoint Managed Work Flow

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

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

Office Example 1

Page 23: MarkLogic at JetBlue for Operational Documentation

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

Office Example 2

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 24Slide 24

Office Example 3

Page 25: MarkLogic at JetBlue for Operational Documentation

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

Page 26: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 26Slide 26

Agenda - Outline

About JetBlue

The operational document problem

The solution – SharePoint, Word, MarkLogic Server

About Mark Logic

Page 27: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 27Slide 27

How We Help Our Customers

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

MarkLogic accelerates the creation information products

Page 28: MarkLogic at JetBlue for Operational Documentation

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

What Does MarkLogic Server Do?

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

The industry’s leading XML server

Page 29: MarkLogic at JetBlue for Operational Documentation

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

Q&A

Thank you

John Kreisa

Director of Industry Solutions

[email protected]

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

Addendum

Page 31: MarkLogic at JetBlue for Operational Documentation

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

Page 32: MarkLogic at JetBlue for Operational Documentation

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

Page 33: MarkLogic at JetBlue for Operational Documentation

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

Representative Mark Logic Customers

Page 34: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 34Slide 34

MarkLogic Server Features

DBMS FeaturesXQuery 1.0 Transaction semanticsTriggers (CPF)Non-blocking read-consistencyPoint-in-time queriesGeospatial indexingBackup and recoveryAdministrationHigh-availabilityScalability and performanceAnalytics – facets and co-occurrence

Search FeaturesFull-text extensions to XQueryIntegrated XML and text searchFielded searchAlerting (“profiling”)Relevance tuningLanguage processing (stemming, tokenization, spell check)Entity extraction / enrichmentForeign language support Thesaurus supportTaxonomy supportXML classificationLexicons and lexicon frequenciesScaling architecture

Page 35: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 35Slide 35

Granular Access to Information

Does this table interest you?

Perhaps this list?

Or, take the whole section?

These paragraphs?

Page 36: MarkLogic at JetBlue for Operational Documentation

Copyright © 2009 Mark Logic Corporation. All rights reserved. 36Slide 36

Fully Leverage Your Content

Article Book Report

Journal Assessment Item Case

Page 37: MarkLogic at JetBlue for Operational Documentation

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

Content Platform

App

Platform for Content Apps

OldPerpetual re-development

and fixed costs per app

VS.

Mark LogicContent platform reduces new app cost and speeds creation process

●●●

Decide what you want to buildGather, transform contentBuild app / delivery systemSee if it worksFixed costs per application

Gather content to create a platformDecide what you want to buildBuild app / delivery system on the platformSee if it works

App App●●●

App AppApp App

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Copyright © 2009 Mark Logic Corporation. All rights reserved. 38Slide 38

Centralized Information Platform

Content enrichment

App

Applications

App

DevicesDynamicStatic

Custom documents

Briefings

Reports

Policy

Metadata

HTML/XML