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Transforming Social Data into Business Insights Marie Wallace, Vincent Burckhardt

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Page 1: AD 1656 - Transforming social data into business insight

Transforming Social Data into Business InsightsMarie Wallace, Vincent Burckhardt

Page 2: AD 1656 - Transforming social data into business insight

Copyright © 2015 by International Business Machines Corporation (IBM). No part of this document may be reproduced or transmitted in any form without written

permission from IBM.

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Information in these presentations (including information relating to products that have not yet been announced by IBM) has been reviewed for accuracy as of

the date of initial publication and could include unintentional technical or typographical errors. IBM shall have no responsibility to update this information. THIS

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PROFIT OR LOSS OF OPPORTUNITY. IBM products and services are warranted according to the terms and conditions of the agreements under which they

are provided.

Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without notice.

Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are presented as illustrations of how

those customers have used IBM products and the results they may have achieved. Actual performance, cost, savings or other results in other operating

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References in this document to IBM products, programs, or services does not imply that IBM intends to make such products, programs or services available in

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Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not necessarily reflect the views of IBM. All

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Notices and Disclaimers

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Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources.

IBM has not tested those products in connection with this publication and cannot confirm the accuracy of performance, compatibility or any other claims related

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service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at "Copyright and trademark

information" at: www.ibm.com/legal/copytrade.shtml.

Notices and Disclaimers cont.

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IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s solediscretion.

Information regarding potential future products is intended to outline our general product direction and it should not be reliedon in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract.

The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s solediscretion. Information regarding potential future products is intended to outline our general product direction and it shouldnot be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Please Note:

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You are custodian of the most valuable data within the

enterprise IF you can release it for business value

Are you an Analytics Rockstar?

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Organizations with a highly engaged workforce significantly outperform those without

The shift to digital now makes analysis of engagement networks possible

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Organizations with a highly engaged workforce significantly outperform those without

The shift to digital now makes analysis of engagement networks possible

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Can we use analytics to better understand employee

engagement and it’s impact on the business?

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Capture & Understand your Enterprise Network

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Management Employee

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Capture & Understand your Enterprise Network

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Management Employee

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ODPi (Open Data Platform Initiative, odpi.org)

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ODPi is an industry

effort to promote and

advance the state of

Apache Hadoop and

Big Data technology

for the enterprise. It

currently has 24

member companies.

IBM is a founding

member of ODPi and is

one of 4 members to

release a data platform

based on the ODP core;

IBM Open Platform.

Priorities

Certifications for ODPicompatible distributions

Guidelines for ODPiISVs and consumers

Introduce more big data projects into ODPi

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Data

Exchange

Data Scientist & Developer Platform Services

Analytic Services

Data Processing & Management

IBM Open Platform (ibm.biz/ibmopenplatform)

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IBM Engagement Analytics (ibm.com/engage)

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Data

Exchange

Data Scientist & Developer Platform Services

Analytic Services

Data Processing & Management

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Capture & Understand your Enterprise Network

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Management Employee

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Helps each employee better understand their engagement, reputation, and

helps them more effectively activate their network for maximum value

The Personal Social Dashboard

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Activity: Measure of your activity

Reaction: Measure of how people

respond to your activity

Eminence: Measure of how

people respond to you

Network: Measure of the quality of

your network and your role within it

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Helps management better understand overall engagement and

organizational health, identify issues and action accordingly

– Shows connectivity within & between teams

– Identifies people who play key roles

– Highlights organizational brittleness

The Organizational Dashboard

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Organizational Health

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Many analysis actionable w/ recommendations

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Understandyour engagement & reputation within the

social network

Acton your personal

recommendations to drive improvement

Employee Matching: Based on a person’s social activity define if, and to what level, they fit a specific social engagement trait

Template Instantiation: Generate recommendations that if followed can change and strengthen their engagement patterns

Based on Recommendation Templates & Network Analysis:

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Innovation & Advocacy

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#1 Collaboration Does Impact Business Outcome

• Engaged employees are 120% more likely to generate Innovation and 150% more likely to demonstrate Customer Advocacy

#2 Optimal Behavior is Different for Everyone

• A variety of interactions most effectively contribute to business outcome

#3 Discovering & Disseminating Optimal Behaviors is Key to Improving Business Outcome

• The Personal Social Dashboard provides such a channel

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Employee Retention

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Does engagement change prior to an attrition event?

Analyzed organizational, social, and

retention data

Inspected 10,000 random employees as a

control group and 1188 employees who quit

Yes! And engagement analytics can help to predict attrition events

Social Behavior Patterns: less engaged with differences in types of activity

Volume of Activity: less activity several months prior to attrition event

Network: Attrition is viral (common manager, passive and active network

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Capture & Understand your Enterprise Network

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Management Employee

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Transforming discrete data into insights

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http://techproductmanagement.com/wp-content/uploads/2014/03/BigData.jpg

Big Data Analytics

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Business

Insights

Analyticsdata

data

data

datadata

datadata datadata

data

data

data datadata

data

data

data

data

data

data

data

data

data

datadata data

datadatadata

data

data

data

Analytics

Our scope: making sense of the data

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Extracting meaningful data from your social platform

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Home pageSee what's happening across your social network

CommunitiesWork with people who share common roles and expertise

FilesPost, share, and discover documents,presentations, images, and more

Micro-bloggingReach out for help your social network

ProfilesFind the people you need

WikisCreate web content together

ActivitiesOrganize your work and tap your professional network

BookmarksSave, share, and discover bookmarks

BlogsPresent your own ideas, and learn from others

ForumsExchange ideas with, and benefit from the expertise of others

IBM Connections

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IBM Connections provides APIs and SPIs that allow the

value of the social data to be maximized by external

systems:

ALL Connections data can be accessed by external systems

Open, transparent, breaking down silos

Pull data from IBM Connections

Programmatically access much of the same information that you can through the IBM Connections user interface

Have Connections push data to you

All data changes (CUD) event in all IBM Connections components can be supplied to external consumers

Connections Maximizes The Value of Social Data

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Directory

JMX / WSAdminAdministration

Search

Person Card

User Directory

IBM Connections Apps

RDB

Common Services

NavigationalHeader File

System

Connections Architecture

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HTML

Directory

JMX / WSAdminAdministration

Search

Person Card

User Directory

HTTP Server & Proxy Cache

POST

JavaScript Atom FeedAtom Entry

PUT DELETE GET

HTML Form

IBM Connections Apps

RDB

Common Services

REST API

Feed Reader

Sametime Portlets Your AppLotus NotesBrowser Mashups

JSON

Microsoft Office

NavigationalHeader

Connections

Atom API

FileSystem

Connections Architecture

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HTML

Directory

JMX / WSAdminAdministration

Search

Person Card

User Directory

HTTP Server & Proxy Cache

POST

JavaScript Atom FeedAtom Entry

PUT DELETE GET

HTML Form

IBM Connections Apps

RDB

Common Services

Other Enterprise Services

REST API

Feed Reader

Sametime Portlets Your AppLotus NotesBrowser Mashups

JSON

Microsoft Office

NavigationalHeader

Connections

Atom API

Integration busEvent SPI

Your App

FileSystem

Connections Architecture

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Designed to allow 3rd party to get notified whenever a

data change happens in any of the IBM Connections

service

Real-time events generated by IBM Connections include all create, update, and delete (CUD) operations

Potential to represent the complete interaction footprint of the enterprise

Allowing to capture, persist, model, analyze, visualize and monetize your enterprise network

SPI (System Programming Interface) vs API (Application

Programming Interface)

SPI at lower level than APIs ... contribute Java code at system level

By contributing Java code written to this SPI, 3rd parties can listen to creation, deletion and update (and more!) events of content within IBM Connections

The Event SPI is the social data fire-hose

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Events: collections of data generated when activities (data-

modifying, notifications) occur in IBM Connections

In the SPI, an event is represented by a Java bean / object

A Event encapsulate data such as the type of action and the object (and container) involved in the action

Events are delivered to Event Handlers:

An event handler is a Java class implemented by a 3rd party (you!)

Event handlers are registered in an XML file (event-config.xml)

Instructing what type of event to send to a given handler

Connections delivers Java bean representing the event to registered event handler(s)

Event SPI

Handler 1

Handler 2

Handler N

Event-config.xml

Event SPI – Programming aspects

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The Event SPI relies on event handlers written in Java to

allow vendors to listen and process events generated by

the system

Running external code (untrusted) on Cloud is not possible

Running 3rd party code on same WebSphere servers as our applications is not safe

Multitenancy issues

Introducting Switchbox

Our plan is to allow customers/vendors to listen events generated for their own organization on our Cloud applications without running code on our system

Already leveraged by compliance solutions

Currently being implemented for broader consumption, not available as of now

Cloud considerations

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Reliable delivery mechanism

Delivery at least once, support and recover from network failure

Latency tolerant

Ease of transition between on-premise and

Cloud

Java event handlers implemented for Event SPI can be run by Switchbox client

Main difference being that the event handlers are deployed and run on customer infrastructure, outside IBM Connections datacenter

SwitchBox client invokes event handlers upon reception of event

Base for generation of events from most IBM

social apps (Sametime)

Event SPI

SwitchBoxclient

Handler 1

Handler 2

SwitchBoxserver

Switchboxhandler

Customer infrastructure

Switchbox is not currently available. This diagram

shows our desire to provide such a solution to allow

customer consume events from their own

organization on Cloud

IBM Connections Cloud infrastructure

Cloud considerations

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blog.entry.created:

“Amy Jones posted a blog entry in the blog named XYZ”

The person who

initiated this action.

Details: External id, name

and, if not disabled, email

address

Type Item ContainerActor

Type of action

Example:

CREATE,

UPDATE,

DELETE,

NOTIFY,

MEMBERSHIP, ..

General concept for

representing an

individual entity within

a container

Details: id, name, textual

content, HTML and

ATOM paths

General concept for

representing a "bucket"

or "container" that

contains other items

Details: id, name

Event SPI – available data in each event

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Many more data fields encapsulated in events:

Correlation item set to represent parent-child relationship (events about commenting action)

Target set, allowing to deduce interaction between content and people

Membership delta field, indicating who has been added/removed from a community, activity, ...

... see Event SPI documentation for full list (JavaDoc)

Key point: the event model encapsulates all of data needed to understand the interaction between people,

content and containers in the platform

Event SPI – available data in each event

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Challenges of analytics:

Large amount of incoming event stream

Over 100+ events per second CUD

Growing on longer term

Scalable framework for analysis

Horizontal scale to address growth

(Near) real-time indexing

No data loss

Event SPI in the context of an analytic solution

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Analysis, even basic, is time consuming, thus:

Analysis should not occur in the event handler,

but in an external system (“Analytics Service”)

The event handler should not wait until the

analytic service processes the event

It would result in an accumulation of events at Connections level

Problematic as Connections queue retaining events to be delivered to event handler has a limited depth

=> Design event handler to consume and

process events as fast as possible, ie: as the

interface between IBM Connections and an

external system

“Data backbone”Storage for asynchronous processing

Event SPI

Analytics Service

Event Handler

Goal: retaining as many

events as possible for

further analysis

Taming the fire-hose... (1/2)

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Characteristics of the data backbone

Distributed and highly available

Horizontal scale

High throughput

Agnostic to consumers' state

Multiple options

Message brokerMQ / MQTT / ActiveMQ / Apache Kafka

Database

...

Taming the fire-hose... (2/2)

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Send JSON

representation of the

event. Serialization to

JSON through Open

Source GSON library

Java class implementing

the EventHandler interface

Integration with a message broker – Apache Kafka

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Registration – through events-config.xml

Java class implementing

EventHandler interface

Subscriptions define the

events delivered by the

SPI to the event handler.

Filtered by event name,

source (IBM service),

or/and type (CREATE,

UPDATE, DELETE, ...)

Properties: name/value

pair injected in the event

handler java class.

Typically used to pass

config. settings

Integration with a message broker – Apache Kafka

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Deployment – jar and dependencies made available to the SPI (running in the IBM Connections News application) through a Shared Library in WebSphere Application Server

Integration with a message broker – Apache Kafka

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Good news:

Events surface in most case all data needed for analytics purposes (including the content the event is

about)

Events about the same object repeat data

If there are X events about the same object, the item/correlation data set will always contain the most up-to-date information about the referenced object

For an analytic solution – in a nutshell, this means that the Event SPI should be sufficient in most

cases

You can “pull” all data from Connections...but is it really needed?

Pulling data – when is it needed ?

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“Push” approach (Event SPI) is sufficient to build most analytic solution

All necessary content (textual content, tags, …) is surfaced in every single event

All operation changing relationships (ie: adding/removing member, colleague, follower) are surfaced as events

“Pull” (REST APIs) approaches should stay limited to:

1.“Bootstrap” the Analytics Service based on a Connections system with data existing prior to the introduction of the event handler used in your analytic solution

Essentially building membership/network data (as needed)Seeding the content should not be needed, as it is repeated whenever an event about the content is generated

1.Fetching data not available through the Event SPI

Relatively “rare” for events generated from Connections

Pulling data – when is it needed ?

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2 main approaches for pulling data from Connections

1. REST APIs (Atom / OpenSocial format)

REST-style HTTP based APIs (XML, Json format)

Transparency: programmatically access much of the same information that can be accessed through the IBM Connections UI

“Drink your own champagne” - public APIs used internally by plug-ins, mobile … and even some components Web UI (Activity Stream, Activities, …)

2. Seedlist

Designed to allow crawling of Connections data for indexing purpose by a search engine

Surfacing all content in the system – therefore it can be of some value for an analytic solution

HTTP based APIs (Atom XML format)

Pulling data from Connections

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Example: /forums/seedlist/myserver returns ALL forum entries in the system

Textual content, author, number of comments, number of recommendations, parent id, ACL

Seedlist

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REST APIs support basic authentication, form-based

authentication and (for most APIs) Oauth

Private data: strict enforcement of access on API

calls

Not very convenient for access by an analytic system...

“Super user”

Concept of “super user” - access control checks on private data are by-passed

On-premise: the “super user” is a user mapped in the JEE “admin” role across all Connections services

On Cloud: impersonation support can help to fetch data for a range of users (progressively being disclosed)

Authentication aspects for the REST APIs

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In some very specific cases, data not available in a form easily consumable to build an analytic

solution

Example: getting the list of followers for a given object in the system

Query directly the Connections databases (in these specific cases only)

Database schema can change overtime and is private

REST APIs (Atom / OS APIs) Seedlist

Pros •Fine granularity: access content / meta-data for a specific object / container•Access relationship information

APIs are available for fetching membership lists, network information, who liked a given object, ...

•Batch retrieval of textual content•Incremental updates (but the Event SPI is much more suitable for this purpose)

Cons Lack of batch retrieval

capabilities

Focused around content - does

not expose all the data (missing

tags membership information)

Pulling data from Connections – What to use, when?

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Leverage the Event SPI as much as possible

Provides (most of) the data needed for any elaborated analytics solution

Just let Connections push data to you! Easier, performwell

“Fill the gaps” by pulling data from the Atom/Seedlist

APIs

Initial loading of relationship / content data

Data not available through the Event SPI

One final warning:

Analytic solution access to private data through the Event SPI, and Atom/Seedlist APIs (with admin role)

=> Ensure your solution is not leaking private data to unauthorized users

Key Points

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Analytics and Connections data

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Credit: Paco Nathan

Data Source

ETL Data Prep Analytic

Data Consumption

Key parts of typical analytic pipeline

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Key parts of typical analytic pipeline

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Data Source

ETL Data Prep Analytic

Data Consumption

IBM Connections!

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Key parts of typical analytic pipeline

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Data Source

ETL Data Prep Analytic

Data Consumption

IBM Connections!

* Extract: Consume events

* Transform: Transform format

* Load: Load transformed data to database / disk

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Key parts of typical analytic pipeline

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Data Source

ETL Data Prep Analytic

Data Consumption

IBM Connections!

* Extract: Consume events

* Transform: Transform format

* Load: Load transformed data to database / disk

* Clean data (fetch specific data fields from events, assign unique id to objects)* Represent social relationships as a graph

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A property graph has:

vertices and edges can have any number of properties

directed relationships

Graph structure is ideal to represent relationships between entities (people, objects)

Context around the event

Cause and effect of an event

Artefacts related to an event

Person A Person BStatus Update Status UpdateComment

creates createscomments on

Representing Connections data as graph

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Key parts of typical analytic pipeline

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Data Source

ETL Data Prep Analytic

Data Consumption

IBM Connections!

* Extract: Consume events

* Transform: Transform format

* Load: Load transformed data to database / disk

* Clean data (fetch specific data fields from events, assign unique id to objects)* Represent social relationship as graph

Query graph to generate insights: activity, eminence, reaction, network.Store score per user and org

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Key parts of typical analytic pipeline

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Data Source

ETL Data Prep Analytic

Data Consumption

IBM Connections!

* Extract: Consume events

* Transform: Transform format

* Load: Load transformed data to database / disk

* Clean data (fetch specific data fields from events, assign unique id to objects)* Represent social relationships as a graph

Query graph to generate insights: activity, eminence, reaction, network.Store score per user and org

API / UI to surface scores generated in previous step

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Volume

Velocity Variety

Veracity

100s of events

per seconds

~500 kbytes

per

event

+ bulk data

=> 180 GB per

hour,

4.3 TB per day

Not an issue with

Connections, can

trust veracity

of events

from Connections

Semi-structured data

Time and spatial

aspects

Easy to represent as

graph

4 dimensions of Big Data

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IBM Open Platform (ibm.biz/ibmopenplatform)

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Data

Exchange

Data Scientist & Developer Platform Services

Analytic Services

Data Processing & Management

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Value of collaboration data:

From discrete events to generating deep insights about people, network … the whole organization

Key insights by leveraging Big Data Analytics on events

Insights only limited by data and your own ability to process it

IBM Connections has its own powerful set of APIs to access to most interactions in the system

Fully available on promise

Being unlocked on Cloud

Analytic platform available (IBM Open Platform)

Get started with IBM Open Platform and build on top of it

Key points

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IBM Open Platform @ ibm.biz/ibmopenplatform

IBM Engagement Analytics @ ibm.com/engage

Event SPI @ ibm.biz/eventspi w/ Java Doc @ ibm.biz/eventspijavadoc

SocialBiz User Group @ www.socialbizug.org

Follow us on Twitter @IBMConnect, @IBMSocialBiz, @marie_wallace

LinkedIn @ ibm.biz/socbizlinkedin; participate in the our Social Business group

Facebook @ www.facebook.com/IBMSocialBiz; give us a Like

Social Business Insights Blog @ ibm.com/blogs/socialbusiness; join the

conversation!

More resources online

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Thank you

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Based upon your session attendance, a customized list of surveys will be built for you.

Please complete your surveys via the conference kiosks or any web enabled device at https://www.connectsurveys.com or through IBM Event Connect.

Your Feedback Is Important!

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