SharePoint 2010 & Office 2010 Better Together

1. SharePoint 2010 & Office 2010 Better Together Norm Thomas Litéra Jennifer Potter Beaudette Fish & Richardson

2. Sharepoint 2010 & Office 2010

3. THINGS THAT AREBETTER TOGETHER • peanut butter & jelly • brick & mortar • Bonny & Clyde • Rum & Coke • Cake & Ice Cream • Cheese & Crackers • bread & butter • bacon & eggs • yinG & yang • MILK & OREOS • WRIGHT BROTHERS

4. local & remote • Use Office Anywhere • Viewing and Editing Documents, Spreadsheets, Presentations, and Notebooks in a Browser. • Save time and resolve issues faster. • Support telecommuting. • Requires connectivity to firm resources. • Most Smartphones using the microbrowser standard (iPhone, RIM, Symbian and Windows Mobile) • Access and respond to information securely from virtually anywhere. • Content changes and fidelity are maintained across locations and devices. • Attorneys in different locations can share, edit, and comment on documents or presentations from their mobile devices with a familiar experience that is tailored to mobile devices. • Example • Enable people who travel without a PC to comment on a press release. Finance Director, Robert Lyon, is heading out for a long weekend in the country. He leaves his PC behind but brings his mobile device. While he is away, some late-breaking firm news requires him to review and edit a press release.

5. pre2010 2010 ① ② ① ②

6. local & remote

7. CONNECTED & OFF-LINE • Practical Productivity Platform • Stay productive anywhere whether working at the office, at a client site or court, or from home. • Tools seamlessly synchronize online and offline changes. • Save time working away from the office. • Resolve client-attorney or other issues faster. • Work from more locations. • Stay up-to-date,. • Working Offline with improved access • Example • Marketing Director, Jeff Phillips, is traveling from the U.S. to the Far East for several client visits. He wants to update a presentation for a product launch while he is on the plane or in the hotel.

8. pre2010 ① ③ 2010 ② ① ② ③

9. CONNECTED & OFF-LINE

10. Reporting & analysis • Bring Ideas to Life • Draw insights from complex or disparate data sets. • Capture, search, and reuse different types of content more easily. • Formatting and Analysis with Data Slicers in Excel and PowerPivotfor Excel 2010. • Publishing and Sharing Through Office Backstage view and Excel Services. • Make Better Decisions and React Quickly to Change. • Decrease IT cost of generating reports and Avoid cost of 3rd party BI solutions. • Provide self-service access to information to help practice managers make more informed business decisions • Create and share powerful analysis from desktops or browser. • Improved analysis capabilities. • Example • Provide attorneys with self-service access to billing information to analyze massive data sets. Director of Business Development, Mike Miller, wants to see how his firm’s billing and receipts • are going so far this year.

11. pre2010 ① ② ③ 2010 ① ② ③

12. Reporting & analysis

13. Co-authoring & collaboration • Work Better Together • Work simultaneously with the same documents, data, and information • Share ideas with colleagues, partners and clients, and to deliver results regardless of where they are, or if they are connected or on the go. • Enable people to respond faster. • Co-authoring Documents and Presentations • Reduce client response time and document turnaround timeframes • Reduce re-work and time spent reconciling document changes • Accurately and quickly respond with information that is pulled together from various experts across the organization. • Resources in various roles and practices need to combine information in a variety of ways • Example • Director of Client development, Jane Mollerup, must work with the Head of the IP Practice, Sean Chai, and the Finance Manager, Jim Kim, to put together an accurate and up-to-date RFP • document quickly.

14. pre2010 2010 ① ② ① ② ③

15. Co-authoring & collaboration

16. SHAREPOINT & Litéra • Secure, database of auditable history • Not a WIKI, no overwriting, no conflicts in real time editing and the original remains modifiable only by the owner. • See all comments in one location and accept, ignore question or edit those comments • Synchronous or Asynchronous • Adaptable to any DMS • Offline capability • Invite unlimited collaborators • Embedded OLE objects (Excel, Visio, Jpegs etc.) retained

17. Fish & Richardson Sharepoint 2010 & Office 2010

18. History 2009 2009 2010

19. Session Goals • Highlight features that are under-used and provide significantbusiness value • Prove non-programmers can add significantbusiness value • Spark interest & encourage initiative to add business value

20. Three Tangible Business Value Adds

21. Process Improvement facts • Your business is full of process improvement opportunity • Process improvement opportunities are never-ending and always evolving • Non-programmers can add significant business value (automation) • Sharepoint designer is free

22. Process Automation – What Visio 2010 brings to the table • New template – Microsoft Sharepoint Workflow (.vwi) Creation Editing Visualization Learning*

23. Visio 2010 – Sharepoint designer integration

24. BONUS - InfoPath 2010 • Web-based forms (Forms Services) • New 2010 Sharepoint list data connections • Multiple choices, multiple lookups, person/group picker (Active Directory), signature line • Rules manager • Single-click publish Still using MS Word to build forms? Ouch.

25. Implementation examples

26. Sharepoint 2010 & OneNOte 2010 Facts • OneNote alone provides significant value • OneNote is viewable/editable via web browser or client application • Synchronization/Co-Authoring • Security via sharepoint • Versioning • Mobile

27. Varied Use

28. OneNOte Uses & Best Practices • Case/Matter Notebooks • Practice Specific Templates • Request Workflow • Exposure of Access Link in Various Apps • Administrative Notebooks • Templates (meeting minutes, etc.) • Project Management • Specifications • Handbooks • Committee & Task Force • Personal

29. OneNote visuals

30. Document Collaboration (Co-Authoring) via Sharepoint 2010 • Works with MS Office 2010 documents (Excel with Web Apps Only) • Simultaneous editing by multiple authors (no limit found) • Document, paragraph, sentence, new pages, etc. • Track change capability with roll-back • Versioning (if turned on) • Integration with Lync/Communicator • On-Screen Visuals – who, what, where, when • DON’T – use the check-out feature

31. Co-Authoring Value • Documents are often co-authored • Concurrent vs. Sequential = Efficiency • Reduction in overhead/administrative burden associated with reconciliation of multiple copies • Reduction in time & cost • Increased integrity of the work product • Security (Access & Content)

32. Co-Authoring • Tested up to 18 authors simultaneously • Co-Authoring initiative supported by Re-Engineering Committee • COMING SOON – custom launch from DMS

33. Discussion & questions Norm Thomas Litéra Jennifer Potter Beaudette Fish & Richardson