1 SharePoint as a DM (coming Fall 2010) Erik B. Goltzer Chief Information Officer & Bob Chauvin...
-
Upload
elijah-reese -
Category
Documents
-
view
221 -
download
3
Transcript of 1 SharePoint as a DM (coming Fall 2010) Erik B. Goltzer Chief Information Officer & Bob Chauvin...
1
SharePoint as a DM(coming Fall 2010)
Erik B. GoltzerChief Information Officer
&Bob Chauvin
Senior Application Engineer
2
Today’s Presentation Covers
Miller Johnson (MJ) as-is DM & systems MJ SharePoint DM efforts & environment SharePoint DM is a two phase effort
Phase1 is Outlook centric (near deployment) Phase 2 is document production centric (+90
days completion of phase 1)
Why SharePoint? Lots of Phase 1 material to share today Lots of Phase 2 to share later in the year
3
Firm Profile
IS Department has two Developers Check out what we’ve accomplished with a
small team!
225 Users 95 Attorneys Two Offices Full Service Firm 50+ Years of Practice
4
As-Is Tier 1 Technologies
Fairly typical law firm technology wise VMware vSphere & View:
95% of servers & 75% desktops
MS Shop (servers, SQL, Exchange, etc) Typical law office applications:
Windows XP, Office 2003, Hummingbird DM Workshare Professional, Microsystems DocX
Rippe Kingston LMS V (Accounting) Uncommon to most Firms but rock solid
5
Quick Poll
How many experimenting with SharePoint?
How many have SharePoint in production? Actively planning DM replacement with
SharePoint? How many waiting for SharePoint 2010
before deciding on DM replacement?
6
Current SharePoint Systems
Numerous Client Extranets Intranets:
Numerous Practice Management Sites Firm Wide Client Matter Intake & Maintenance Client, Matter, Industry Centric Views Cross Selling Library
Many more sites/uses
7
DM Vendor Challenges
Vendor turn over and over and over… Innovation stops each time vendor is sold Application patching lags MS cycle badly Support base is tiny compared to SharePoint
Always a full version behind on SQL 2005: We don’t support SQL 2003 yet… 2007: We don’t support SQL 2005 yet…
Simple customizations require expensive upgrades or another “module”
8
Why ask what you already know?(my context rant…)
SharePoint already knows our users! Who/what are my clients and my matters? Who are my coworkers? Which office, practice and section am I in? What have I billed or worked on recently? What industries do I practice in?
Use these at save & search screens! Profiling client & matter ID still important
But aren’t the only way to find/save an item
9
Why We Love SharePoint!
Enterprise technology platform Collection of web technologies & tools
Context matters! Context updates as user navigates page Stitch various applications into one page One stop shopping, less application fatigue
Attorneys are consumers of data not application experts
10
Why a SharePoint Enabled DM?
SharePoint already knows a ton about us Now DM does too!
Reduce profile fatigue & objections Push and trim results via user’s context Consumes AD & personnel databases SharePoint 90% market dominance
How can you ignore or discount that?!
11
SharePoint Continued…
SharePoint MOSS 2007 cost us less than one year’s maintenance of current DM btw… WSS is FREE!
Dozens of local and thousands of national vendors
Unbelievable online user community Need a widget? Just Google one up Can leverage current release products Amazing integration with Office 2010
12
Two Phase Project
Phase 1 (Sustainable Email System) This phase focuses only on Outlook centric
functionality, build and training issues
Phase 2 (SharePoint DMS via Handshake) Occurs 60 to 90 days after Phase 1 Discontinue as-is DM and introduces
SharePoint based Handshake DMD
Natural boundary for systems and training between Outlook & document production
13
Firm Email Challenges
Firm has: Nearly 3.8m emails in Exchange (~375gb)
2.2m have attachments Nested in thousands of folders
Numerous email retention policies Many 10+gb OSTs
Degrades Outlook & desktop performance Complicates business continuity plans Loaded with e-discovery risk issues
14
Phase 1 Goals
Simplify email profiling Single click email inbox profile options Single click email profile on send Stamp user context on saves
Auto-profile single click saved items Auto-profile 101
Retire Exchange 2003 for 2010 Implement Firm standard retention policy
15
New Email Archive
Custom import, partnered with Handshake Imported from Exchange to DMD Imported email secured user
Accessed via DMD (IE or Outlook client) Familiar “folder” view retained in archive Read only; no new content allowed
Can re-profile client ID/security if desire
16
Email Archive In Action(Video)
Overcomes frequent attorney objection “I’ll never find my old email in the new system”
Maintains Outlook folder setup/names Partner product with Handshake http://www.youtube.com/watch?v=1voFuesAzrE
18
Handshake Email Director(Video)
Overview of Email Director Dynamic updates from DMD to Outlook
Same sender Same thread Client ID Client & Matter ID
http://www.youtube.com/watch?v=fqshn1soIf8
19
Simplified Inbox Profiling(Video)
Single click Inbox profiling to Attorney number Eligible for Auto-profile
Utilizes preconfigured profile options Static
Firm Departments, Practices, Sections, etc
Dynamic via context (In Development) My clients, matters, locations, etc.
Batch Profiling http://www.youtube.com/watch?v=egxgHW6Txx4
20
Profile on Send(Video)
Completely new feature for MJ Profiling sent items frequently forgotten Very inconvenient as-is process
Single click or via preconfigured pull down Single click profiles eligible for Auto-profile
Can easily turn off with single click http://www.youtube.com/watch?v=bToL9ypAMYM
21
Video Questions Anyone?
Any Questions on Phase 1?
22
Phase 2Basic Review
Document production phase Remove as-is DM client integration Configure Handshake DMD client Training:
Document search File open/close Redlining Handshake DMD Local Storage Manager
Sorry, no videos yet, we hope to have some to show in Vegas
23
Our New SharePoint DM Benefits
Documents & email in SharePoint pages! Handshake magic for documents/emails! Enriched search and save options
Folder crutch view of email archive Familiar view for attorneys
Single click Inbox profile & profile on send Simple and should drive up profiling Email now inline presentation on client search
Standard firm email retention policy
Firm Topology
25
SHAREPOINT APPLICATION
DEVELOPMENT TOOLKIT
26
ILTA Questions
Common questions from ILTA: Do you use third party solutions?
Consultants Products Training
Do you need a developer? Is SharePoint robust enough for a DM
solution?
Any others?
27
Special Thanks!
Ryan Aeschliman
for all his Camtasia help!
28
That’s all folks…
Erik B. GoltzerChief Information Officer
Bob ChauvinSenior Application [email protected]
Thank you!