BA Insight Brings External Content Into O365

Adds 50+ connectors, content enrichment to Online Search, Delve, and DLP

Boston, MA – July 27, 2015 – BA Insight announces availability of our Connectors for Hybrid SharePoint. This out of the box software works in conjunction with Microsoft’s new Cloud Search Service Application (Cloud SSA) to bring content into a unified search index running in Office 365. For the first time, organizations can use an online search facility, run by Microsoft, to provide a unified view across all content enterprise-wide.
All of BA Insight’s connectors can now feed into Office 365, integrating over 50 systems including EMC Documentum, OpenText LiveLink, IBM FileNet, Box, Jive,, Microsoft Dynamics CRM, IBM Connections, and many more.
This content feeds several key parts of Office 365:
  • Search, including search centers and all applications built on search in O365
  • The Office Graph, making external content visible through Office Delve experiences.
  • O365 Data Loss Prevention (DLP), which scans content and ties to the Compliance Center within O365.
The new Cloud Search Service Application is an important first step in our hybrid cloud vision and strategy for SharePoint. With BA Insight’s products, Office 365 customers can now take advantage of our cloud experiences for all of their content,” said Bill Baer, Microsoft’s Senior Technical Product Manager for SharePoint. “BA Insight has worked closely with Microsoft for years, and we’re thrilled to see them release great products in lockstep with our new hybrid search.  In addition, BA Insight’s investments also enrich and add more value to this new offering by adding CEWS and entity extraction to their product – which aren’t supported with the Cloud SSA.”
“Hybrid is the new reality for SharePoint. Our proven connectors give customers a way to add all their important content to Office 365, and use hybrid as an on-ramp to the cloud” said Jeff Fried, CTO of BA Insight. “We’re seeing a lot of interest from organizations of all types. They can use the Cloud SSA to reduce the footprint and administrative effort of search, and still get to content from many different places. Enterprise customers have told us this is what they needed to start seriously using O365, and that it will populate Delve to make it truly useful.”

REL Field Marketing Selects Natural Insight for Workforce Management

Industry Leaders Combine to Deliver Superior Field Marketing Results

STERLING, VA, July 7, 2015 – Natural Insight, a global leader in enterprise workforce management for retail merchandising and field marketing announced today that REL Field Marketing has deployed Natural Insight to help simplify the management of its 700 person mobile workforce.

Awarded the prestigious title of “Agency of the Year” for three consecutive years by the FM&BE, REL is the United Kingdom’s premier field marketing agency representing the world’s greatest brands in retail locations across the country.
“We don’t make soft drinks, chocolate bars, beer or consumer goods; our product is our amazing people who creatively and authentically represent the brands that manufacture these goods,” said Stephen Gordon, joint Managing Director at REL. “It’s really very simple; we partnered with Natural Insight because their technology platform provides us with a fully integrated solution to maximize our people’s productivity on behalf of our clients.”
“No matter how you slice it, field marketing and retail merchandising are people oriented businesses where great results are driven by great execution,” said Stefan Midford, CEO of Natural Insight.  “REL’s amazing people and their unwavering dedication to client success embody this simple truth and we’re honored to serve as their workforce management partner as they continue to grow their business.”

About Natural Insight

Supporting 65,000 skilled retail professionals in more than 110,000 locations globally, Natural Insight is a leading provider of cloud-based workforce management software for merchandisers, product companies, event marketers and retailers. Natural Insight is privately held and headquartered in Sterling, VA with offices in Toronto and Birmingham, England. Visit for more information.

About REL Field Marketing

REL is one of the leading field marketing agencies in the UK, supporting retailers and manufacturers to unlock their potential at the point of purchase.  REL works with its customers to drive sales through outsourced field sales solutions, direct customer interaction, retailer education and customer experience measurement.  REL is an award winning agency that has held the prestigious FM&BE Agency of the Year title for an unprecedented three years.  It has also been named by Great Place to Work® as one of the Best Workplaces of 2015, ranked fifth 5th in the UK large category and 12th across Europe.

FSA CFO, Jay Shah, Wins NJTC’s 2015 Hall of Fame CFO Award

The New Jersey Tech Council is pleased to announce the 2015 CFO Awards Breakfast, an annual event recognizing the accomplishments of financial executives from our region’s diverse tech and life sciences communities. The Council is pleased to honor and celebrate the outstanding contributions of these leading CFOs/Investors.

Following the keynote by Francois Nader MD, MBA, former President and CEO of NPS Pharma, the program will present awards in four categories: CFO of the Year, Financier of the Year, Deal of Year and the Hall of Fame Award. Join us for breakfast to meet and celebrate these distinguished leaders.


The Tech Council is pleased to announce the 2015 CFO of the Year Awards Finalists. Join us on June 11 at Forsgate Country Club as we reveal the winners and honor these outstanding individuals. Congratulations!

Presented to a current or former CFO for multiple achievements over an extended period of time, in one company or several, which have elevated him/her to a level of recognition among peers.
Tom Aiken, Managing Partner, Cedarwood Partners LLC
Rob Ripp, President, Fintelligent
Jay Shah, CFO,, Inc.

Presented to a CFO of a tech or life sciences firm for outstanding contributions to company’s performance from January 2014 until present.
Finalists: Robert Costantini, Executive Vice President & CFO, ORBCOMM
Dennis O’Dowd, CFO & Chief Administrative Officer, Ivy Sports Medicine
Bryan Perler, CFO, Vitals

Presented to the CFO who successfully completed a merger, acquisition, buyout, buyback, or large round of funding in 2014/2015 resulting in increased revenues and growth for company.
Kathleen Bloch, CFO, CytoSorbents
Scott Coiante, Vice President & CFO, Agile Therapeutics
Francis Shammo, CFO, Verizon Communications

Presented to a VC, investment, merchant or commercial banker who has contributed to the economic development of state/region’s tech/life sciences communities, including but not limited to the following: Responsible for attracting new capital to state/region; invested in, or loaned capital to local tech/life science companies; and recognized for accomplishments in community education/leadership.
Katherine O’Neill, Executive Director, Jumpstart NJ Angel Network
Ryan Ziegler, General Partner, Edison Partners

BA Insight and Content Analyst Partner to Accelerate Insight into High Value Enterprise Content

Partnership Enables Rapid Insight into Disparate, Unstructured Internal Content

Boston, MA and Reston, VA – May 20, 2015 – BA Insight, provider of software that accelerates and future-proofs the creation of SharePoint portals, and Content Analyst Company, developer of market-leading machine learning text analytics software, today announced a strategic partnership that provides the ability to safely access large internal collections of high value, unstructured content for unprecedented insight and discovery within several key vertical industries. Content Analyst’s Cerebrant™ SaaS-based discovery platform, combined with BA Insight’s Content Connectivity software, enables users in health information, energy, financial, and other key verticals to securely connect to the vast repositories of unstructured content that resides in enterprise portals, databases, mailbox and archiving systems, CRM applications, content and collaboration platforms, and more.

Under the terms of the partnership, the companies will collaborate to implement the combined Cerebrant and Content Connectivity solution with organizations looking to securely gain rapid insight across internal content repositories. Interested organizations may contact either BA Insight or Content Analyst for additional details.

“The collaboration between BA Insight and Content Analyst provides global enterprises in key verticals with valuable insight into the unstructured content that exists across their information silos,” said Massood Zarrabian, CEO of BA Insight. “We offer more than 50 pre-built connectors to different content systems including FileNet, Documentum,, Box, Jive, eVault, and Microsoft® Exchange®. This eliminates the need for enterprises to build and maintain indexing connectors on their own, which is challenging and costly.  When combined with Cerebrant from Content Analyst, organizations benefit from more immediate insights into their large amounts of unstructured content.”

“This partnership will allow our customers to leverage BA Insight’s proven Content Connectivity solution and technical expertise to safely and securely add their internal content into the Cerebrant platform. The ability to analyze high-value, internal content along with the industry specific premium content included with Cerebrant will help subject matter experts to effectively find the relevant information required to make fully-informed business decisions and drive competitive advantages,” said Kurt Michel, President and CEO of Content Analyst.  “Organizations today are increasingly challenged by the growing volume of content that exists across the disparate systems within their organizations. The combined offering breaks down the barriers between these disparate systems and allows organizations to apply the power of Cerebrant’s advanced analytics capabilities to derive insights from internal and external unstructured content.”

About BA Insight

BA Insight’s software portfolio accelerates and future-proofs the creation of cloud-based and on-premise SharePoint portals for enterprises, transforming how users find information.  Our software dramatically reduces the time, cost, effort, and risk of implementing SharePoint portals while providing a greatly improved user experience.  Customers use our applications to improve productivity by finding the right information faster using Smart Previews and User-Generated InfoSites; our classification software to increase findability using auto-tagging, metadata generation, and text analytics; and our pre-built connectors and federation to provide secure connectivity to a wide variety of content systems.

We serve organizations of all sizes around the globe including the Australian Government Department of Defence, CA Technologies, Chevron, Deloitte, Ford Motor Company, Keurig Green Mountain, Pfizer, and Travers Smith.  BA Insight is a Microsoft Gold Certified Partner and member of the Microsoft Business-Critical SharePoint Program.

Visit for more information and follow us at @BAinsight.


Debbie Braunert,
Chief Marketing Officer
E-mail or call 339.933.4060

Greater Philadelphia Alliance for Capital and Technologies Honored Tabula Rasa HealthCare (CareKinesis) with the Healthcare Innovator Enterprise Award

Tabula Rasa HealthCare is recognized for its “innovative solutions that are making an impact on cost, quality, and access in health care.” TRHC develops offerings for the ever-growing segment of the healthcare system that is “at risk,” providing tools and services to better manage risk.
Philadelphia, PA, June 05, 2015 –(– Tabula Rasa Healthcare, Inc. is the winner of the PACT 2015 Enterprise Awards for Healthcare Innovator Company of the Year. The announcement was made at a gala event held May 14 in Philadelphia, PA. A first-time Enterprise Award category, Healthcare Innovator recognizes companies that are providing “an innovative solution that has the potential to make a large and positive impact on cost, quality, and/or access in health care.”The Health Care Innovator Award citation, sponsored by Independence Blue Cross, described the winner: “Tabula Rasa HealthCare (TRHC) is a family of companies devoted to leveraging technology to improve healthcare. TRHC develops offerings for the ever-growing segment of the healthcare system that is ‘at risk.’ As providers grapple with new reimbursement models, as managed and accountable care organizations continue to expand, and as new partnerships emerge between payers and providers, they seek new ways to better manage their risk. TRHC offers those tools and services.”TRHC Chairman and CEO, Calvin H. Knowlton, BSPharm, MDiv, PhD thanked Dean E. Miller, PACT President and CEO, the judges and the TRHC team members for this welcomed award. “We are honored to have been selected for this prestigious award for healthcare innovation,” said Knowlton. “The work we are doing in medication informatics, personalized medication management, and compliance/assurance is exciting and, we believe, game changing.”Partnering with healthcare organizations in the vanguard of coordinated care, TRHC results include enhanced medication-related outcomes and greater operational efficiency.The Enterprise Awards are the Greater Philadelphia Region’s most prestigious business honors for technology and life science companies, leaders and entrepreneurs.About Tabula Rasa Healthcare
Tabula Rasa HealthCare (TRHC), through its companies CareKinesis™, CareVentions™, Capstone Performance Systems™, and Medliance™, offers medication informatics, personalized medication management, and compliance/assurance to payers and providers to mitigate medication risk, lower costs and improve outcomes. TRHC is the market leader in PACE (Program of All-Inclusive Care for the Elderly) medication safety solutions, and provides pharmacy cost management technology to skilled nursing facilities throughout the country.

2015 Enterprise Awards Honoree and Winners


Healthcare Innovator
Tabula Rasa Healthcare
Sponsor: Independence Blue Cross

Life Sciences CEO
Jeffrey D. Marrazzo, Spark Therapeutic
Sponsor: EY and Drinker Biddle & Reath

Life Sciences Emerging
Excellis Health Solutions
Sponsor: McGladrey

Life Sciences Startup
Sponsor: University City Science Center and University of Pennsylvania

Technology Company
Sponsor: Comcast Business

Technology CEO
Lars Bjork, Qlik
Sponsor: Cozen O’Connor

Digital Innovation
Sponsor: LiquidHub

Technology Emerging
Evolve IP
Sponsor: Broadpath

Technology Startup
Sponsor: Ben Franklin Technology Partners and Pepper Hamilton

Investment Deal
NewSpring Capital/LLR Partners
Sponsor: Grant Thornton and Franklin Square Capital Partners

Local Community Leader Selected to Attend National Security Forum

Natural Insight, has received and accepted a personal invitation from the Secretary of the Air Force to attend the 62nd annual National Security Forum at the Air War College, Maxwell Air Force Base, Alabama. The purpose of NSF is to expose influential citizens to senior U.S. and international officers and civilian equivalents in order to engage each other’s ideas and perspectives on Air Force, national and international security issues.

During the week of May 5-7, approximately 150 civilian leaders in business, educations and government from all over the U.S. will meet with senior military leaders to explore current and future national security issues facing our nation. The NSF provides a great opportunity for an open and candid exchange of ideas among these guests, senior military and civilian leaders, and Air War College students. Natural Insight’s president and CEO, Stefan Midford will attend lectures, meet in seminars for in-depth discussions and participate in social events.

The Air War College is the senior professional development school in the Air Force officer education system as a part of Air University. AWC educates selected senior officers to lead at the strategic level in the employment of air and space forces. The AWC curriculum focuses on coalition warfighting and national security issues, with emphasis on the effective employment of aerospace forces in joint and combined combat operations.

Air University is a major component of Air Education and Training Command and the intellectual and leadership center of the Air Force. Air University’s eight colleges and schools provide the full spectrum of Air Force education, from pre-commissioning to the highest levels of professional military education, including degree granting and professional continuing education for officers, enlisted and civilian personnel throughout their careers.

For more information on Air University and Air War College, visit

About Natural Insight 
Supporting 60,000 skilled professionals in more than 110,000 locations worldwide, Natural Insight is a leading provider of cloud-based workforce management software to merchandisers, product companies, event marketers and retailers. Natural Insight is privately held and headquartered in Sterling, VA with offices in Toronto, Canada and Birmingham, England. Visit

Natural Insight Announces Record Quarterly Growth and Opening of New R&D Facility in Romania

Natural Insight, a leader in enterprise cloud applications for the retail merchandising and field marketing industry, today announced record quarterly operating results as well as the opening of a new research and development facility in Romania.  The announcement, made at the WARES 2015 Retail Merchandising and Marketing Conference (RMMC) in Las Vegas, Nevada, not only extends a series of company growth milestones, but accelerates and complements existing R&D facilities in Sterling, VA and design team in Montreal, Quebec.

Following record results last year, Natural Insight momentum continues with record first quarter operating results in 2015.  In the last 90 days alone, Natural Insight’s cloud-based labor automation platform has helped retail merchandisers and field-marketing organizations successfully schedule and complete over 1.3 million work assignments and capture 38 million points of execution data, including 1.4 million photos.  Moreover, Natural Insight now supports more than 60,000 workers in 5 languages across 25 countries, and enables consistent and high quality execution in merchandising, product distribution, marketing and specialty retail operations.

“Simply stated, our momentum is strong and our business continues to grow because our software platform is delivering great value to our customers through superior retail merchandising and field marketing results,” said Stefan Midford, CEO at Natural Insight.  “While we’re encouraged by our progress, we’re far from complacent – we continue to invest for innovation and service to expand customer success.”

Visit booth #3 for a full demonstration of the Natural Insight workforce management platform.

About Natural Insight 
Supporting 60,000 skilled professionals in more than 110,000 locations worldwide, Natural Insight is a leading provider of cloud-based workforce management software to merchandisers, product companies, event marketers and retailers. Natural Insight is privately held and headquartered in Sterling, VA with offices in Toronto, Canada and Birmingham, England. Visit

Future Retail Professional Scholarship Awarded by Natural Insight

Today, Natural Insight, a leader in enterprise cloud applications for retail merchandising and field marketing, awarded Lauren Wellenstein, a student at University of Wisconsin – Madison, a $1,000 scholarship.

Developed in conjunction with the Kohl’s Center for Retail at the University of Wisconsin – Madison, the Natural Insight Future Retail Professional Scholarship program provided funding for four finalists to attend the annual Retail Merchandising and Marketing Conference hosted by the World Alliance for Retail Excellence and Standards in Las Vegas, NV.

The runner-up finalists were Kelly McCamley, Lauren Freedman, and Morgan Loomis.

The winner, Lauren Wellenstein, was formally recognized at the WARES annual gala on Sunday night. A student of University of Wisconsin, Lauren is studying Consumer Affairs and Communication Arts.

“We are excited to recognize all four finalist as future retail industry leaders” said Stefan Midford, President and CEO of Natural Insight. “All of them, and especially Lauren our winner, have demonstrated an ability and a desire to innovate within the retail industry and we’re pleased to enable their attendance at the RMMC and help further their education.”

Jerry O’Brien, Director of the Kohl’s Center for Retail Excellence at the University of Wisconsin said, “This opportunity has been invaluable to these students. They have been able to make connections with industry professionals and gain real life experiences which will help launch their careers once they graduate.”

About Natural Insight 
Supporting 60,000 skilled professionals in more than 110,000 locations worldwide, Natural Insight is a leading provider of cloud-based workforce management software to merchandisers, product companies, event marketers and retailers. Natural Insight is privately held and headquartered in Sterling, VA with offices in Toronto, Canada and Birmingham, England. Visit

About University of Wisconsin-Madison, Kohl’s Center for Retailing
Our mission is to nurture a synergistic relationship between the retail industry, its partners, and the world-class faculty, staff, and students at the University of Wisconsin-Madison. This relationship is to be built on the highest ethical standards and dedicated to improving the lives of consumers, productivity of the industry, and elevating the status of retail by fueling innovation and competition in the market place.

About World Alliance for Retail Excellence & Standards 
World Alliance for Retail Excellence & Standards (WARES) is an alliance of at-retail companies committed to delivering exceptional sales, marketing and service support to B2C manufacturers and retailers across all channels and countries. Its members are retailers, manufacturers, distributors/wholesalers, food and non-food brokers, retail service providers and support service providers working collaboratively in the retail space.

CareKinesis Sees Growth Spurt: 1q15

CareKinesis announces first quarter 2015 increase in growth. Seven new or expanded Programs for All Inclusive Care of the Elderly sign on with CareKinesis, a Tabula Rasa HealthCare Company.

Moorestown, NJ, April 01, 2015 –(– CareKinesis CEO Calvin H. Knowlton, BscPharm, MDiv, PhD, reported today the Company has contracted with seven (7) new or expansion client Programs of All-Inclusive Care for the Elderly (PACE) in 2015. Program locations include: LIFE Armstrong, Kittaning, Pennsylvania and an expansion location of VieCare/Lutheran Senior LIFE, Aliquippa; Brandman Centers for Senior Care, Reseda, California; Franciscan Senior Health and Wellness, Indianapolis, Indiana; InnovaCares for Seniors, Fairfax, Virginia; LIFE PACE, Inc., Tulsa, Oklahoma; Senior CommUnity Care, Lansing, Michigan; and Valir PACE, Oklahoma City, Oklahoma.

Since its start-up in 2011, CareKinesis has grown over 100% year after year, now servicing over 50 PACE centers in 17 States.PACE, in some states known as Living Independence for Elders (LIFE), provides comprehensive, community-based, long-term care services and support to Medicaid and Medicare enrollees. An interdisciplinary team of health professionals provides individuals with coordinated care, including medication management. For most participants, the comprehensive service package enables them to receive care at home rather than in a nursing home.PACE/LIFE organizations nationwide rely on CareKinesis to personalize medication selection, and increase medication adherence, resulting in reduced participant hospitalizations and recidivism. CareKinesis accomplishes this through expert clinical pharmacist support, EireneRx® Medication Risk Mitigation platform, custom adherence medication packaging, and flexible medication access options.

“We are proud and excited to welcome our newest PACE clients to the outcomes-focused services of CareKinesis,” said CEO Knowlton. “Our goal is to consistently reduce medication-related risk while documenting improved economic, clinical, and humanistic outcomes.”

According to client Susie Fishenfeld, RN, MSN, Executive Director, Brandman Centers for Senior Care, Reseda, CA, “Working with our new partner, CareKinesis, I believe our participants’ medication adherence, medication education, and overall health and wellness, will be enhanced.”

About CareKinesis
CareKinesis partners with health care organizations to provide personalized medication therapy management and pharmacy services for high-,risk populations. The results are enhanced medication-related outcomes and greater operational efficiency. It is the first national PACE-specific pharmacy and the safe choice for PACE organizations. CareKinesis is a Tabula Rasa HealthCare Company.

Natural Insight Concludes 4th Annual User Conference

Each spring Natural Insight, a leader in enterprise cloud applications for retail merchandising and field marketing, invites its valued customers, potential clients, and strategic partners to its annual user conference.

This year more than 30 Natural Insight customers traveled to Washington DC to learn about current products, future development plans, as well as network with their peers in the merchandising, field marketing and specialty retail industries. For 2015, Natural Insight chose the theme, “Become Insightful,” to emphasize the opportunity to learn best practices from various companies operating across the retail ecosystem.

The conference featured keynotes from LEGO’s Chris Herb, Director of National Merchandising, and Sahir Anand, Principal Analyst and Vice President at EKN Research, and included numerous presentations and panel discussions featuring experiences and observations from existing customers. Moreover, attendees were presented an in-depth look at Natural Insight’s existing capabilities and future development plans, and had on-site access to over 20 Natural Insight staff members (including the Senior Leadership Team) that were all available to answer questions and demo products.

“This year we experienced our highest attendance ever, and we’re thrilled to have so many customers and industry experts sharing their wisdom and experience and learning about our products and future strategies,” said Stefan Midford, CEO of Natural Insight. “We were especially enthusiastic to share our road map plan for digging deeper into retail execution data for purposes of making better business decisions in real time.”

“The retail labor model is rapidly changing and success requires an efficient blend of store associates, product merchandisers, third-party servicing representatives and even crowd sourced labor,” said EKN’s Sahir Anand. “The innovative software developed by Natural Insight reflects a deep understanding of this dynamic, and their conference fostered an honest and productive conversation on the challenges and emerging opportunities facing companies operating in the retail ecosystem.”

About Natural Insight
Supporting 60,000 skilled retail professionals in more than 95,000 locations globally, Natural Insight is a leading provider of cloud-based workforce management software for merchandisers, product companies, event marketers and retailers. Natural Insight is privately held and headquartered in Sterling, VA with offices in Toronto and Birmingham, England. Visit for more information.

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