SharePoint: Before and AfterTIG Conference - January 15-17, 2014

Sue Encherman, Director of Administration, NJPsuee@nwjustice.org Eric Fong, Supervisor of Information Technology, LAFefong@lafchicago.org Vivian Hessel, Director of Technology for Advocates, LAF vhessel@lafchicago.org

Funding SharePoint Development

• Staff Time – Be Realistic

• Consultant costs – Get one

• Training needs – SP Administrators (IT staff) and SP Users (everyone else)

• Sustaining and Maintaining Your SP Site – Know who will do it

Why not integrate

with Legal Server?

Find outside partners with expertise!

Get a consultant (seriously)!

Steps to Developing IKE

• Strategic Planning: Get staff involved and get management support

• The Name Game• Sandbox• Journey from folders to tags - Developing the taxonomy

The Launch

• Video:• Upload/tag• Dashboards• Search• Content

• Usability Testing – Survey, Learn, Re-evaluate, Re-design

• Best Practices

IKE Original Home Page

IKE Current Home Page

SharePoint - What’s Involved?

• Technical issues – on site versus off site• Easing the transition – LAF’s current SP site• Test site• Flexibility for ongoing development

Developing the TaxonomyFrom Folders to Tags

Sample tagging:1. Substantive area of law: Housing2. Document type (doc type): Brief3. Issues: Eviction, mobile homes, unlawful

detainer 4. Advocacy Resources (not case related):

Tips for Cross Examination article

Plus (type in- optional) Additional Terms: reasonable accommodation

Tagging Form – If posting from IKE

Tagging form – if posting from Legal Server

TagsDoc Types Issues

SharePoint TIG – And We’re Off!

• Steering Committee / Core Group• Project Workspace and Tools• Contracts and Confidentiality Agreements• Kick Off Meeting

What’s New on Ike