Microsoft Syntex brings advanced content AI solutions into your existing Microsoft 365 investment but is it something that will help you? In this session, we will go through what Microsoft Syntex is, how it works, and why it could be an important part of your enterprise in Microsoft 365.

1. 365EduCon Chicago – 2023
Drew Madelung
Introduction to
Microsoft Syntex

2. Drew Madelung
Email : drew.madelung@protiviti.com
Twitter : @dmadelung
Website: drewmadelung.com
Associate Director – M365 Cloud Applications

3. What is Syntex?
Enhance your content with Syntex
Manage your content with Syntex
Build on top of Syntex
Introduction to
Microsoft Syntex
365EduCon Chicago - 2023
SharePoint Advanced Management
Demos!

4. Collaboration has evolved

5. 2 billion
documents
a day are
added to
Microsoft 365
Unstructured data is the
leading contributor to
data growth
By 2025, 80–90%
of data growth will
be associated with
unstructured data
Traditional methods of
managing content
aren’t effective
Organizations
spend $59 billion
per year storing and
managing content
Classification projects
remain a manual effort
Human errors by an
organization’s own
employees or at an
external vendor are
behind a large fraction
of data breaches
Identifying business challenges

6. Challenges
 Lost productivity from manual
search & processing
 Decisions on incomplete
information
 Missed opportunities
 Expensive information silos
 Oversharing and legacy files

7. Opportunities
 Efficiency
 Streamlined processes
 Competitive advantages
 Cost management
 Secure & compliant

8. Microsoft Syntex

9. Microsoft Syntex Microsoft Stream Microsoft Teams
OneDrive
Microsoft Viva Microsoft Loop
Power Platform
Microsoft Search Microsoft Graph Microsoft Purview
SharePoint
Third-party content
Microsoft Graph
content connectors
Microsoft Azure
Microsoft Cloud
Microsoft 365

10. Microsoft Syntex PiIlars
Syntex Document Processing
Syntex Content Assembly
Syntex Translation
Syntex OCR
Syntex Image Tagging
Syntex eSignature
Syntex Summarization
Microsoft 365 Backup
Microsoft 365 Archive
SharePoint Advanced Management
Syntex Repository Services
Syntex Graph APIs
MGDC for SharePoint
Get more from your content when it’s
powered by AI for file and document-
centric processes
Govern, backup, and archive your
content to optimize storage costs and
minimize risk
Develop content apps in your own
UI with high volume storage,
APIs, content management, & big
data insights.
Enhance the value
of your content
Manage content at
scale
Build content-
centric apps

11. Enhancing your content
with AI

12. Understand and assemble content with AI powered processing, summarization,
translation, auto-assembly, and annotations integrated in Microsoft 365
Understand, tag, and secure information with
no-code AI using document processing
Translate content across dozens of languages
Distill key points on-demand with
AI-generated summarization
Automatically generate new content with templates
and metadata using content assembly & eSignature
Extract text from images in SharePoint and exchange
with optical character recognition, and audio and
video with automatic video transcription in
28 languages
Enhance

13. Steps for Document Processing
Understand
& identify
automation
scenarios
Identification of real
scenarios that would
improve due to
Syntex processing
potential.
Train Syntex
models
Use prebuilt and
custom machine-
teaching models to
classify and extract
information from
unstructured or
structured data.
Classify and
extract
information
Identify entities, such
as people, and places,
plus extract relevant
information, such as
dates, and keywords.
Manage and
organize
data
Take advantage of
tools for managing
and organizing data,
such as tagging,
labeling, and
categorizing.
Find &
understand
your data
Provide search
capabilities to
enhance findability
and improve security
& compliance
through labels.

14. Content ingestion Put it to work
Creation/collaboration
Content centers/
content processing
Metadata and
content compliance
Content Management Lifecycle
Microsoft Graph and AI
Microsoft Graph content connectors
Information Architecture
Standardize on organization and
metadata used classify, search and
secure documents
Identification
Automatically discover relationships
across content & conversations
Tagging
Extract information from and
about content
Governance
Manage security and
compliance of content
Metadata | Topic | Skill
Extension
Ingest knowledge from external services
and data repositories
Migration Capture
Content Understanding/Processing
Syntex/Forms Processing
Use advanced AI and machine
teaching to amplify human
expertise, automate content
processing, and transform
content into knowledge
Content Assembly
Use extracted metadata to automatically generate
standard repetitive business documents
Enhanced search experience
Quickly find information with precise natural
language and form-based search
Security and Compliance
Meet your legal, regulatory, and organizational
requirements with useful tools and a dedicated
workspace for compliance, privacy, and risk
management
Viva Topics
Use AI to reason over your organization’s content
and automatically identify, process, and organize it
into easily accessible knowledge
Content management with Syntex

15. Demo
Enhancing data with
Syntex

16. Custom Models Prebuilt Models
• Unstructured document processing
• Teaching method
• Structured document processing
• Layout method
• Freeform document processing
• Freeform selection
• Contract processing
• Invoice processing
• Receipt processing
Model types

17. Unstructured document processing
• Extract sentences or specific regions of the
document
• Models created in content center
• Models applied to any library you have access to
• Associated to a content types
• Utilizes “classifier” to determine document
• Utilizes “extractor” to pull info from documents
• Not limited by AI builder credits
Train on 5-10 PDF, Office,
mail files, including
negative examples
Teaching method
Model details

18. Structured document processing
• Used for semi-structured file formats
• Forms or invoices
• Relies on AI builder (models)
• Admins enable per site
• Supports more than 100 languages
Train on PDF, JPG, PNG
format, totaling 50MB/500pp
and less than 20 MB
Layout method
Model details

19. Freeform document processing
• Unstructured and free-form formats
• Documents with no set structure
• Letters, contracts, and SOWs
• Relies on AI builder (models)
• Admins enable per site
• Supports more than 100 languages
Train on PDF, JPG, PNG
format, totaling 50MB/500pp
and less than 20 MB
Freeform selection
Model details

20. Centralized management for Syntex model creation and management
Integrated home for managing SharePoint
Syntex, AI models and processes in
Microsoft 365
Inherits content management and user
experiences from SharePoint
Develop and publish AI models for
structured and unstructured documents
Monitor classification and process with
embedded analytics
Process and share content with Power
Automate and rich formatting
Syntex content centers

21. Demo
Working with Syntex
models

22. Automatically generate standard repetitive business MS Word documents such
as contracts, statements of work, or sales pitches using a “modern template”
• Start with an existing document
• Fill in data from free form or metadata from lists or libraries
• Create the new document filled out with data entered
Content assembly

23. Demo
Content Assembly

24. Enhancing more data with Syntex
Optical Character Recognition (OCR)
Extract printed or handwritten text from images, such as posters, drawings,
and product labels, as well as from documents like articles, reports, forms,
and invoices.
Extracted info indexed and made available in Purview solutions like
DLP, IP, DLM, RM, IRM including outgoing email.
Example: Add image to a document library and Syntex automatically
extracts relevant text and makes it searchable.
• JPEG, JPG, PNG, BMP, TIFF, PDF (image only), and more
• < 50 MB and only images AFTER OCR has been abled
• Currently doesn’t support images IN Office files
Annotation
Add notes and comments to your content in
document libraries using pen and highlighter
without modifying the original file.
• AI, DWG, EPUG, PDF, RFT, TIFF

25. Enhancing more data with Syntex
Taxonomy Tagging &
Premium Services
Automatically tag documents with
terms in term store using AI and
premium SKOS imports, term store
reports, and push to content type hub.
Image Tagging
Identify entities, such as people, and
places, plus extract relevant
information, such as dates, and
keywords.
Content Query &
Processing Rules
Identify entities, such as people, and
places, plus extract relevant
information, such as dates, and
keywords.

26. Demo
Tagging, & Content
Query/Processing

27. Enhancing more data with Syntex
eSignature
Securely request and sign within M365 and includes
Adobe and DocuSign integration.
Translation
Identify entities, such as people, and places, plus extract
relevant information, such as dates, and keywords.

28. Microsoft 365 Content Services
Import your corporate information into Microsoft 365
Microsoft AI
Object detection, Text Analysis
Microsoft Graph
Microsoft
Syntex
Foundation
Classification Automation and
Acceleration with Syntex
Microsoft
Syntex
Business
Process
Automation
Machine
Teaching
Models
Trigger
Event
Trigger
Retention
Content
Enrichment
Auto-Classification
Keywords and Metadata
Search / Viva Topics
Term Store/
Taxonomy
Contract
Type
Information
Protection
Policy
Standard
Regulation
Record Versioning
Immutability
Retention Labels
File Plan
Compliance
Manager
Document Understanding
Invoices
Receipts
Custom
Content
Built-in
Models
Unstructured
Format
Word, Excel
PDF MSG JPG
Form Processing
Semi-structured
Contract
End
Date
Content Type
Integration
Informed
by IG/RM
Advanced
eDiscovery
Data Loss
Prevention
Remediations
Controls
Custom
Sensitivity
Labels
Encryption
Marking
Disposition Review
Auto-apply/Default
Multiple models per library
Metadata extraction
Information
Governance
Content
Models
One models per library
Custom
Model defined
REST API
Automate for Document Understanding
Models creation and application

29. Track data from
invoices with
form processing
Track
information
from contracts
Capture
information
from policies
Gather data
from product
worksheets
Automate order
processing
Simplify Visa
renewals
Example Syntex document processing scenarios

30. Focus on the extraction of metadata to drive business process
 What business process you want to automate with metadata?
Dependent on consistently formatted documents
Best when extracting from the first page
What else to know

31. Understand capabilities of Syntex
• Add the Syntex free trial to a tenant
• Identify/assign technical lead
• Review resources for training
• Utilize built in examples & tours
Assess your platform readiness
• Analyze SharePoint Online usage
• Understand taxonomy & content types
• Run the Syntex assessment tool
• Review content migration & search
integration
Discover use cases with the business
• Utilize surveys and questionnaires
• Analyze existing content and processes
• Perform a knowledge workshop
• Focus on business value and ROI
Develop strategic ownership/budget
• Establish sponsor of knowledge
program
• Secure resourcing & licensing
• Establish tactical governance for
knowledge
• Assign organizational roles
Perform Syntex pilot
• Set clear pilot goals
• Decide on pilot period length
• Choose testing group
• Perform onboarding and comms for
pilot
Build Syntex deployment plan
• Utilize learnings from pilot
• Establish a deployment team
• Document implementation architecture
• Build governance and training
Preparing for automation with Syntex

32. Managing your data with
Syntex

33. Manage, backup, and restore your content while managing storage costs and
complying with long-time archive needs
Ensure your backup is highly available and tightly
integrated with your content policies with Syntex
backup
Establish simple rules to move less critical content
from SharePoint and Microsoft Teams to lower cost
storage with Syntex archiving
Gain access to insights on where your content is
shared, stay in control of library access, and more
with SharePoint advanced management
capabilities
Manage

34. SharePoint Advanced Management
Oversharing and
accidental sharing
Lack of built-in tools and access
policies puts content at risk.
Current challenge
Restricted OneDrive access to security group
Allow only a certain users to have access to OneDrive
Conditional access policies for SharePoint and OneDrive sites (CAPS)
Add conditions like MFA or Managed device to access sites with
business-critical content
Block download policy for SharePoint and OneDrive sites
Block download of content to prevent accidental oversharing or data loss
including teams meeting recordings
Site access restriction for SharePoint sites
Restrict access to a SharePoint site to only the members of the M365
group or security group

35. SharePoint Advanced Management
Sprawl of
SharePoint sites
content
Governing ever-increasing digital
content is critical for every
SharePoint or IT admins.
Current challenge Inactive SharePoint sites policy
Automatically identify and take control of inactive sites
Recent admin actions
Find a list of recent site actions as well as status of those actions
Change history
Audit / review changes to site settings by any anyone with access to
SharePoint Admin Center

36. SharePoint Advanced Management
Content lifecycle
management
Lack of advanced management
tools to continuously monitor and
govern inactive/active SharePoint
sites content make it hard to meet
various access and regulatory
requirements, such as GDPR,
FINRA.
Current challenge
Secure SharePoint document libraries
Configure default sensitivity labels for document libraries
SharePoint data access governance (DAG) insights
Quickly identify sites with oversharing

37. Demo
SAM

38. Managing more data with Syntex
Backup
Backup and restore large volumes of data including
OneDrive, SharePoint, and Exchange all stored within your
M365 tenant.
Archive
Long-term cold storage option that enables you to keep
inactive or aging data within SharePoint.

39. Build on top of Syntex

40. Extend and develop content apps with high performance storage, APIs, and big data analytics
Use repository containers to create apps with
rich versioning, metadata, security, search, and
management
Analyze and extract content information with high
scale big data analytics
Enrich apps with capabilities across Microsoft
using the Graph API with Graph Data Connect
Build

41. Build on top of Syntex
Syntex repository services
A faster way to build file and document focused apps. Headless (no GUI and only API) driven setup built inside M365 tenant boundary
for enterprise and ISV apps. Includes compliance integration into eDiscovery, retention, sensitivity.

42. Build on top of Syntex
M365 Storage
M365 App APIs Graph API
M365 Tenant
SharePoint
files
Repository services app
storage container (1..n)
Repository services app
OneDrive
files

43. Build on top of Syntex
Microsoft Graph Data Connect for SharePoint
Providing big data analytics for your OneDrive and SharePoint content with Microsoft Graph data connect for SharePoint. Ensure your
content is secure and view capacity insights at scale including the Sites, Groups, Permissions data sets, and soon to be OneDrive sync
health reports.
Is oversharing happening with sensitive data?
Which sites have been shared the most?
What permission does a specific user have?
What is storage for sensitive sites?
How many sites haven’t changed in a year?

44. Gas processing reports: Classify and extract metadata from monthly gas
processing reports from vendors. Metadata is used in Power BI dashboard
for analysis to identify metrics that are in state of ‘flare’
Invoice processing: Extract metadata from Invoices and send them to
downstream applications for processing. Currently a manual task involving
several hours in data entry activities.
Service request: SR sent by customers in email is routed to SAP service
cloud for service agent assignment. Syntex will identify and extract Sales
and Purchase order and send it to SAP service cloud
Lease agreements: Metadata from lease agreements are extracted for
analysis and reporting by legal department
Energy
Credentialing: Extract qualification information from credentialing form
used by health insurance providers.
Home & Hospice care – Process patient information emailed by care
givers and reduce time to care by physicians
Research papers – Extract key qualitative and quantitative data from
research papers for further analysis
Healthcare
Compliance: Drive records retention and eDiscovery based on date in
agreements and financial disclosure forms
Customer service: Extract metadata; fund identifiers, charges and dates,
from Key Investor Information Document (KIID) for customer facing
services (case study)
Enhance search: Extract metadata from research documents to enhance
search experience using advanced metadata filters and refiners
Risk indicators: Identify and extract risk indicators from funds
information for further analysis
Financial Services
Government
Sensitive Documents: Automatically label and apply sensitivity labels to
comply with state and federal regulations.
Permits: Extract metadata from permits submitted by constituents and
reduce processing time.
Tax: Convert legacy tax information into usable information for trend
analysis.
Contracts: Capture information from contracts and turn it into usable
information.
Syntex Scenarios

45. Enhance Manage Build
 Syntex Document Processing
 Unstructured document processing-
$0.05/Page
 Prebuilt document processing- $0.01/Page
 Syntex Content Assembly
 $0.15/transaction
 Syntex Translation (coming soon)
 Syntex OCR
 $0.001/Page
 Syntex Image Tagging
 $0.001/Image
 Syntex eSignature (coming soon)
 Syntex Taxonomy Tagging
 $.05/document
* Note: An Azure Subscription is required
 Syntex Backup (coming soon)
 $xx.xx per GB
 Syntex Archive (coming soon)
 $xx.xx per GB
 SharePoint Advanced Management
 $3 Per User Per Month
 Syntex Repository Services (coming soon)
 Microsoft Graph Data Connect
 $0.75 per 1K objects extracted
Microsoft Syntex Licensing

47. Questions?
Email: drew.madelung@protiviti.com
Twitter: @dmadelung
Website: drewmadelung.com
Slides: http://bit.ly/DrewSlides

48. Introduction to
Microsoft Syntex
365EduCon Chicago 2023