interaction - a different perspective using your firm portal [read...

1

InterAction: A Different Perspective Using Your Firm’s PortalPresented by:

Ayelette Robinson, Practice Resources Attorney Morrison & Foerster LLP

InterAction Peer Group

Global Perspective

Tim Jones, Web DeveloperBracewell & Giuliani LLPMatt Dixon, WebmasterWaller Lansden Dortch & Davis LLP

Agenda

Making InterAction Actionableleveraging your firm’s portal (and a few data sources too) to transform contact information into business knowledge

Integrating InterAction with Portals


Global Perspective

Integrating InterAction with Portalsprepare the integration, design the presentation, build the solutionBuilding InterAction Solutions for Your SharePoint Portalusing sharepoint designer and SQL to surface contact information in your portal

What do we know about this contact?


Global Perspective

2

What we could know…


Global Perspective

Making InterAction Actionable

“You Are Here” Ideal StateThe Journey in Between


Global Perspective

The Journey in BetweenRules of the RoadEverything I know I learned from integrating InterAction with my firm’s portalNext Stop

“You are here”(aka Current Challenges)

Information about contacts is:

Growing every day


Global Perspective

Spread across disparate sourcesOut of context

Time and effort wasted finding and contextualizing

3

Ideal State

Information about contacts is:

Reliable, up-to-date


Global Perspective

Accessible in one placeContextualized (“actionable”)

Right expertise, right relationships, right at your fingertips

Logistics – contact info, employer, website

Background – education, employment history

The Journey – Know the Data You Need


Global Perspective

Business – mission statement, industry, news, transactions

Relationships – who knows whom, from where, since when

Culture – interests, expertise, associations, social networks

CRM (InterAction)Name, title, company, address, website, etc.

HR

The Journey – Know the Data


Global Perspective

Details of the relationship contacts in your organizationECMDocuments, emails

BillingMatter and project information

4

Automate the maintenance process when possibleOutlook syncingRelationship discovery

The Journey – Get the Data


Global Perspective

Entity extractionIntegrate processes within users’ existing workflowsEmail auto-filingExpense reimbursement process

To keep it easy, simple, and up-to-date

The Journey – Connect the Data

Contextualize data about your contacts, with:Internal personnel information


Global Perspective

pRelated project informationRelated content

(Hint: think mashups, tagging, web 2.0)

The Journey – Make it Actionable

SimpleIntuitiveS h bl


Global Perspective

SearchableRefineableMultifacetedMultilayered

5

Demo of AnswerBase

O li D


Global Perspective

Online Demo:www.mofo.com/AnswerBase

AnswerBase HomeContact:Acme


Global Perspective

Contact ResultsAnswerBase

Enhanced by

Relationship

Discovery


Global Perspective

6

Filter by Relationship


Global Perspective

Analyzing Email Traffic

Contact Full View

HR

Contact Full View


Global Perspective

Marketing

Project Management

CRM

ECM

Billing

Connections in ContextConnections

In Context


Global Perspective

7

Connections in Context 2Connections

In Context


Global Perspective

Related PeopleRelated People

Internal & External


Global Perspective

Related ContentRelated Content

Provides Context


Global Perspective

8

Related ProjectsRelated Projects

And Status


Global Perspective

Contact Full View

Related Contacts

Related M tt

Have we

mentioned

Mashups?From CRM


Global Perspective

ContactsMatters

Related Documents

Related Personnel

Rules of the RoadPrivacyExpose only public recordsDo not rely on users’ contribution

Security


Global Perspective

SecurityRespect underlying systemsDevelop additional security rules

Transparency and RelevancyShow why each result is relevantExplain the context

9

Everything I know I learned from integrating InterAction with my firm’s portal

Know Your GoalsContext, Accuracy, Simplicity

Know Your Limitations


Global Perspective

Know Your LimitationsBudget, Resources, Time

Know Your SuccessShort- and long-term, Measurable

Everything I know I learned from integrating InterAction with my firm’s portal

Know Your PoliticsFocus groups, Friends in top management

Know Your Vendor


Global Perspective

Know Your VendorIndustry focus, Aware of your limitationsSimultaneous proofs of concept

Know Your Knowledge (or lack thereof)Hire an experienced consultant

Next Stop

Entity extractionLink to external sites, complete missing information

Social tagging


Global Perspective

Social taggingLet your users do the talking

Wikis, blogs, networksContext galore

10

Remember how important context can be


Global Perspective

Integrating InterAction with Portals

Prepare the IntegrationDesign the PresentationBuild the Solution


Global Perspective

Build the Solution

Prepare the Integration

What are portals?How does integration work?InterAction is designed for integration


Global Perspective

InterAction is designed for integration

11

What are portals?

Entry points for multiple sources of dataCentered around a topic or entityWeb sites


Global Perspective

Web sitesPublic (external) or private (internal to the enterprise)Requires system integration

How does integration work?

Systems integrate when they have something in commonIntegration relies on unique IDs to map entities


Global Perspective

gacross systems

InterAction is designed for integration

Single and multi-valued user-defined fields (named additional fields)

Store IDs from other systems to map entities


Global Perspective

Store entity data from other systems to reduce your efforts in the portal

Systems integration tool included (Application Collaboration)Integration issues handled by data stewards

12

Design the Presentation

Choose a data retrieval optionChoose a display methodMicrosoft SharePoint solutions


Global Perspective

Microsoft SharePoint solutions

Choose a data retrieval option

Database queryWeb clientXML methods


Global Perspective

XML methodsSQL Server Reporting Services

Choose a display method

Custom programmingScreen scraping


Global Perspective

13

Microsoft SharePoint solutions

SharePoint Web partsOther SharePoint solutions


Global Perspective

SharePoint Web Parts

Page ViewerContent EditorSQL Report Viewer


Global Perspective

SQL Report ViewerXMLData ViewBusiness Data Catalog

Other SharePoint solutions

Custom web part3rd party web part.NET custom control


Global Perspective

.NET custom control

.NET User Control with SmartPart Web PartSharePoint 3.0 Application Pages

14

Build the Solution

Call the XML methodCreate the XML Web Part


Global Perspective

Call the XML method

Use port 8100accountName parameteruserPassword parameter


Global Perspective

userPassword parameter

Create the XML Web Part

Insert XML Web PartEnter path for XML methodEnter path for XSLT file


Global Perspective

Enter path for XSLT file

15

Building InterAction Solutions for Your SharePoint Portal

Using SharePoint Designer and SQL to surface contact information in your portal


Global Perspective

Current Environment

Interaction 5.1 SP3MOSS 2007Sharepoint Designer 2007


Global Perspective

Sharepoint Designer 2007Custom SQL queries to IA databases

Required Intranet Features

Firm ContactsFirm PhotosDepartment Contacts


Global Perspective

Department ContactsPage CoordinatorsDepartment DirectoriesFloor Maps

Custom SQL queries to IA databases

16

Firm ContactsDataView – Sharepoint Designer


Global Perspective

Firm PhotosDataView – XSLT – Sharepoint Designer


Global Perspective

Page Coordinators - DirectoriesDataView – Template Web Part – Sharepoint Designer


Global Perspective

17

Floor Map


Global Perspective

Floor MapsIn-Depth

RequirementsDisplay on intranetContact information


Global Perspective

Standardized office numbersDepartments by color codeOffice moves in real-timeLink to Interaction

Floor MapsIn-Depth

CreatedCustomWeb App


Global Perspective

Web App

18

Floor MapsIn-Depth

CreatedGlobalAdditional


Global Perspective

AdditionalFields

Floor MapsIn-Depth

Createdimage mapsfrom architectural

DWG

VSD


Global Perspective

from architecturaldrawings

VSD

JPG

Floor MapsIn-Depth

InteractionDataDictionary


Global Perspective

Dictionary

19

Floor MapsIn-Depth

SQLQueries –Full Query


Global Perspective

Full Query

Employee Info

Floor MapsIn-Depth

SQLQueries –Sub Query


Global Perspective

Sub Query

All Phones

Floor MapsIn-Depth



Global Perspective

Sub Query

All PhonesPivot Table

20

Floor MapsIn-Depth



Global Perspective

Sub Query

EmailAddresses

Floor MapsIn-Depth



Global Perspective

Sub Query

Custom Fields

Floor MapsIn-Depth

SQLStoredProcedures –


Global Perspective

Procedures

GetEmpInfoByIDGetEmpInfoByID_Alt

21

Floor MapsIn-Depth

SQLStoredProcedures –


Global Perspective

Procedures

GetAllEmpsByIDGetAllEmpsByID_Alt

Floor MapsIn-Depth

Demonstration


Global Perspective

Captivate

Future Revisions

Use InterAction Reporting ServicesFirm ContactsFirm Photos


Global Perspective

Page coordinatorsDepartment directoriesFloor maps

22

Questions?

Questions?Ayelette [email protected] demo: www.mofo.com/answerbase

Tim Jones


Global Perspective

Tim [email protected]: http://simplyaprogrammer.com

Matt [email protected]: http://www.mjd-designs.com/blog