1 / 28

SharePoint as a DM (coming Fall 2010)

SharePoint as a DM (coming Fall 2010). Erik B. Goltzer Chief Information Officer & Bob Chauvin Senior Application Engineer. Today’s Presentation Covers. Miller Johnson (MJ) as-is DM & systems MJ SharePoint DM efforts & environment SharePoint DM is a two phase effort

rupali
Download Presentation

SharePoint as a DM (coming Fall 2010)

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. SharePoint as a DM(coming Fall 2010) Erik B. Goltzer Chief 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-profile101 • 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

  17. 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

  18. 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

  19. 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

  20. Video Questions Anyone? Any Questions on Phase 1?

  21. 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

  22. 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

  23. Firm Topology

  24. SharePoint Application Development Toolkit

  25. 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?

  26. Special Thanks! Ryan Aeschliman for all his Camtasia help!

  27. That’s all folks… Erik B. Goltzer Chief Information Officer goltzere@millerjohnson.com Bob Chauvin Senior Application Engineer chauvinr@millerjohnson.com Thank you!

More Related