The Latest Solution from Microsoft: SharePoint Syntex

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What’s the one thing that all businesses have in common? Content. Whether it’s the technology, healthcare, finance, or automotive, each one relies on documents to function. Think about it: how many days have you gone at work without pulling up a document to check information, gain insight, or find someone’s contact information? Probably none right? 

The problem is, because we rely so heavily on documents to accomplish work, it’s critical to have a solid content management system in place to keep everything organized. Yet, despite all this technology, few management systems are able to help organizations effectively manage the staggering amount of content.  

That is, until SharePoint Syntex. 

The First Product Released from Project Cortex 

In October of last year, Microsoft announced Project Cortex: the company’s push for faster, easier access, management, and extraction of business data. SharePoint Syntex is the first solution released as part of this initiative. 

Syntex users are able to use customizable content models that utilize machine-learning algorithms and AI capabilities to make sense of documents. It can easily pull certain information or data from specific content to deliver useful knowledge to users at exactly the right time. 

Essentially, users can use Syntex as a faster, more productive way to manage content.

As Microsoft leaders have stated, Syntex was created to “amplify human expertise, automate content processing, and transform content into knowledge. It delivers intelligent content services that work the way you do.” 

The Three Buckets of Syntex 

Within Syntex, there are three distinct content buckets: content understanding, content processing, and content compliance. To use these buckets, you’ll need a content center. 

Content Center 

This is where you can set up, apply, and store your document models. This center is automatically created after installation, and administrators can add more when needed. For larger organizations, we’d recommend creating a content center for each of your teams for a more comprehensive overview of your models. 

Content Understanding 

After you’ve created models, you’ll need to teach them what to look for. That’s where sample files come in. Even though the solution only requires six sample documents (five positive and one negative) the more you upload, the more accurate it will be. 

Using these sample documents, you’ll create content explanations to help them find the information you need. For example, you can use a phrase list explanation to find a list of words, phrases, or numbers to extract information. 

Before you apply these models to your content center, you’ll want to test the accuracy of them. This can help save you time later. 

Content Processing 

Once you’ve trained a model, the content processing bucket will capture, ingest, and categorize specific content based on their values. This helps to significantly streamline previously long content-centric processes that utilize Power Automate. For example, say you’re a business that uses a significant amount of structured forms. This includes things like HR records, invoices, ERP transaction data, and purchase orders. Using Syntex, you can easily extract certain information and values to populate metadata to improve search capabilities. 

Content Compliance 

Finally, the content compliance ensures that all your sensitive, private, or confidential documents are kept secure. Each model gives you the choice of applying a sensitivity or retention label to a document to help you follow your organization’s compliance policies.   

Why Use SharePoint Syntex? 

The amount of information you have for your business may feel like an overwhelming, messy pile. With Syntex, you can regain control of that pile and get access to valuable, hidden knowledge.  

Dan Holme, a member of the Project Cortex team stated: “Syntex…provides a foundation for this concept of knowledge management and knowledge sharing in an organization. And Project Cortex is now applying AI to address the weak spots, which have been the actual gathering unlocking of knowledge, the curation of it, and then the delivery into the context of your work.” 

Easily, one of the biggest benefits to Syntex is the time-saving. Who wants to spend hours sorting and organizing thousands of pieces of content? Especially considering that your time is better spent elsewhere. With Syntex, that long, monotonous process is eliminated.  

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JourneyTEAM Helps You get the Most Out of Syntex 

Syntex is young—brand new essentially. But Microsoft executives have already announced that new features are in the works. However, the current benefits of Syntex isn’t something you’ll want to miss out on. If you’re ready to revamp your content management system using Syntex, contact a JourneyTEAM representative. We’ll provide the exact level of support you need to ensure you get the most out of this solution. 


Article by: Jenn Alba – Marketing Manager – 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.

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