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© ai-one inc. | June 2016 ai-one’s Analyst Toolbox A.I. for Enterprise Tom Marsh | June 2016

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Page 1: AI for Analysts June 2016

© ai-one inc. | June 2016

ai-one’s Analyst Toolbox A.I. for Enterprise

Tom Marsh | June 2016

Page 2: AI for Analysts June 2016

© ai-one inc. | June 2016

The Analyst Toolbox - Who We Are

Our partners are enterprise and government analysts, domain experts, and specialists in the application of the latest AI and BI

analytics and visualization tools.

We are domain experts with proprietary A.I. technology, applications and data sources used to provide C-suite analysts and

CIO/IT with services, software and analytics to increase productivity, speed, savings and insight.

Page 3: AI for Analysts June 2016

© ai-one inc. | June 2016

What We Do | Our Value Proposition

• The Analyst Toolbox is a set of tools used to create solutions • Solutions are delivered from the cloud “as a Service” or a la carte

on-premise • A solution includes an application, the data, a knowledge

framework, dashboard or UI design and SME consulting • Our solutions -

• Leverage existing domain knowledge and roadmaps • Use standard PC class systems or VMs • Require minimal user training • Are Fast and Scalable • API enables workflow integration

We deliver intelligence solutions, finding the “Why” in enterprise documents and data

Page 4: AI for Analysts June 2016

© ai-one inc. | June 2016

Our Core AI Technology – NathanICE™

NathanICE™ is our proprietary deep learning technology trained for language. NathanICE is integrated with other technologies to power agents that augment the speed and intelligence of our users. Nathan understands ideas.

“Agents are autonomous software that achieve goals by learning, adapting and reacting to the environment.”

We use them to:

• Model ideas in the environment • Model the user’s ideas/ontology • Integrate contextual results with

existing systems to accomplish work

Page 5: AI for Analysts June 2016

© ai-one inc. | June 2016

An Agent learns every use of every word for the idea(s) a user trains it for… Nathan’s neural model is a dynamic fingerprint.

We Work with Ideas, not Keywords

Humans combine words to form ideas... Nathan converts them into fingerprints

Our applications compare fingerprints to find, score, classify similar ideas to the one Nathan learned.

Documents and databases are full of

ideas

You teach an Agent your Idea (or two)

For Nathan an Idea is an Array

Page 6: AI for Analysts June 2016

© ai-one inc. | June 2016

Idea Detection: Your Agent Workers Score the Data

Database/Content

Mgmt System

Enriched Data scored and classified by idea

Source Content

Page 7: AI for Analysts June 2016

© ai-one inc. | June 2016

Workflow

Analyst Review & Publish

Score & Enrich Data

Train Agents

Library Creation

1. Extract the text fields/document paragraphs and create library via API or drag/drop

2. Create & train agents

3. Score docs/data & generate analyses

4. Export scores via API or CSV

5. Use BI dashboard or customize to analyze and publish

BrainDocsICE™ – Your Idea Manager

Page 8: AI for Analysts June 2016

© ai-one inc. | June 2016

Input | Documents, CSV files or Databases

• BrainDocs works with different types of text and any language

• Documents • CSV Files • Database extracts • JSON (API only)

• Content is preprocessed and stored with each paragraph separate and keyed to the source

• Metadata for any form of text is keyed to the document/paragraph

• No preprocessing, stemming or clean up required, accepts any plain text UTF 8

• Any language can be imported

Page 9: AI for Analysts June 2016

© ai-one inc. | June 2016

Output | Dashboard, Enriched Data, or Custom Analytics

Figures above show 30 new classifiers trained and tested, 50,000 records analyzed and Tableau Dashboards designed for analysis and drill down to source text with full traceability to SQL source.

Tableau Dashboard BrainDocs ICE

Page 10: AI for Analysts June 2016

© ai-one inc. | June 2016

Production Analytics Features and Benefits

1. Convert strategic plans, training manuals, roadmaps and process documents into agent collections to enable search, analysis and continuous improvement.

2. Export of agent scores enriches metadata or SQL databases thereby leveraging your BI investment reporting and distribution of analytics, KPIs and dashboards.

3. Speed & Scalability – scalable for our larger SQL datasets, tested at 200,000 to 6.5 million records per day depending on record size, using PC class hardware (single VM per DB)

4. CIO/IT deployment license supports rapid implementation through CIO/IT enabling faster response, rapid deployment and ability to address issues currently not affordable

In one trial our system was estimated to save over 70% on software/hardware and over 50% on labor for training and support

Page 11: AI for Analysts June 2016

© ai-one inc. | June 2016

Intelligence | From the C-Suite to Operations

Financial Analyst Toolbox (FaTbx)

Portfolio Analyst Toolbox (PaTbx)

Knowledge Mgmt Toolbox (KmTbx)

Competitive Analyst Toolbox (CaTbx)

Marketing Analyst Toolbox (MaTbx)

Proposal Analyst Toolbox (PATbx)

Quality Analyst Toolbox (QaTbx)

CI for Ecosystem Intel BI for Internal KPIs

Page 12: AI for Analysts June 2016

© ai-one inc. | June 2016

Current Portfolio of Projects and Solutions

• FaTbx – the Financial Analyst Toolbox for the CEO, CFO • PaTbx – the Portfolio Analyst Toolbox for the CFO, Investor • KmTbx – the Knowledge Mgmt Toolbox for the CIO/IT • RaTbx – the Research Analyst Toolbox • CaTbx – the Competitive Analyst Toolbox, geo-based social listening • MaTbx – the Marketing Analyst Toolbox Market Trends Analyst – monitoring PR, social media and news Market Size Analyst – Sizing, Share and Geography Customer Analyst – Profiling, Segmentation & Scoring Product Marketing Analyst – monitoring product news Marketing Survey Coding and Reporting Service Bid Analyst Toolbox (BaTbx)

• Quality Analyst Toolbox (QaTbx) – classification of text in DBs

Page 13: AI for Analysts June 2016

© ai-one inc. | June 2016

Products and Services | Build Your Own Solution

• BrainDocs Private Cloud Subscription • BrainDocs On-Premise License • BrainDocs CIO/IT License • Prebuilt Agent Collections

• NASA Technology Areas • SEC Financial Agents

• BrainDocs API for Workflow Automation • Document Preprocessing Programs • Information Sources • Tableau Dashboards • Training and Consulting

Page 14: AI for Analysts June 2016

© ai-one inc. | June 2016

For the CIO | Supporting Develop and Deploy

No matter how good, innovation in the lab doesn’t pay the bills. Our CIO/IT License supports an agile process so client engineers can quickly develop and pilot up to four instances, then deploy to the business units on standard PC class VMs in your cloud or ours

Page 15: AI for Analysts June 2016

© ai-one inc. | June 2016

Some of Our Work (demos available)

Page 16: AI for Analysts June 2016

© ai-one inc. | June 2016

FaTbx | Financial CI – Numbers, Docs, Topics, Trends and Sentiment

Three years of SEC filings for you and four competitors updated daily in one dashboard

Page 17: AI for Analysts June 2016

© ai-one inc. | June 2016

PmTbx | Strategic Dimensions for Portfolio Scoring

Scoring 200+ investments from 500+ reports. Did we invest consistent with our strategic plan?

Page 18: AI for Analysts June 2016

© ai-one inc. | June 2016

KmTbx | Knowledge Mgmt – Trends and Clusters in Research for Technology Forecasting

3000 pages of research from 20+ years were “read” and analyzed to support development of a roadmap for wireless sensor technology in space. Six months of work in 2 weeks.

Page 19: AI for Analysts June 2016

© ai-one inc. | June 2016

QaTbx | Quality Analytics – Finding the Answers to Drive Improvement Deep Inside a SQL DB

Building classifiers from Assembly Manuals and mining free text buried in 250,000 records provided the visibility to the problems and accelerated the feedback to the plant floor.

Page 20: AI for Analysts June 2016

© ai-one inc. | June 2016

Tom Marsh, COO 5666 #104 La Jolla Blvd. La Jolla, CA 92037 Ph: +18585310674 [email protected]

Twitter @tom_semantic www.analyst-toolbox.com

www.ai-one.com

Thank you.

Building a data driven business? Call us.