SynapseIndia SharePoint Development-Presentation on SharePoint As DM

SharePoint as a DM

Todays Presentation Covers

Miller Johnson (MJ) as-is DM & systems

MJ SharePoint DM efforts & environment

SharePoint DM is a two phase effortPhase1 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

Firm Profile

IS Department has two DevelopersCheck out what weve accomplished with a small team!

225 Users

95 Attorneys

Two Offices

Full Service Firm

50+ Years of Practice

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

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?

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

DM Vendor Challenges

Vendor turn over and over and overInnovation 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 SQL2005: We dont support SQL 2003 yet

2007: We dont support SQL 2005 yet

Simple customizations require expensive upgrades or another module

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 importantBut arent the only way to find/save an item

Why We Love SharePoint!

Enterprise technology platformCollection 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

Why a SharePoint Enabled DM?

SharePoint already knows a ton about usNow DM does too!

Reduce profile fatigue & objections

Push and trim results via users context

Consumes AD & personnel databases

SharePoint 90% market dominanceHow can you ignore or discount that?!

SharePoint Continued

SharePoint MOSS 2007 cost us less than one years maintenance of current DMbtw 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

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

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

Phase 1 Goals

Simplify email profilingSingle click email inbox profile options

Single click email profile on send

Stamp user context on saves

Auto-profile single click saved itemsAuto-profile 101

Retire Exchange 2003 for 2010Implement Firm standard retention policy

New Email Archive

Custom import, partnered with HandshakeImported 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

Email Archive In Action
(Video)

Overcomes frequent attorney objection Ill never find my old email in the new system

Maintains Outlook folder setup/names

Partner product with Handshake

Handshake Email Director
(Video)

Overview of Email Director

Dynamic updates from DMD to OutlookSame sender

Same thread

Client ID

Client & Matter ID

Simplified Inbox Profiling
(Video)

Single click Inbox profiling to Attorney numberEligible for Auto-profile

Utilizes preconfigured profile optionsStaticFirm Departments, Practices, Sections, etc

Dynamic via context (In Development)My clients, matters, locations, etc.

Batch Profiling

Profile on Send
(Video)

Completely new feature for MJProfiling 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

Video Questions Anyone?

Any Questions on Phase 1?

Phase 2
Basic 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

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 archiveFamiliar view for attorneys

Single click Inbox profile & profile on sendSimple and should drive up profiling

Email now inline presentation on client search

Standard firm email retention policy

Firm Topology

SHAREPOINT APPLICATION DEVELOPMENT TOOLKIT

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?

Special Thanks!

Title Line 1
Title Line 2

Attorney Name

www.millerjohnson.com