Sharepoint Best Practices Legal Tech New York February 2, 2009

Transcription

1 Sharepoint Best Practices Legal Tech New York February 2, 2009 Speakers: Steve Fletcher Chief Information Officer Parker Poe Adams & Bernstein LLP Meredith L. Williams, Esq. Director of Knowledge Management Baker Donelson Bearman Caldwell & Berkowitz

2 Parker Poe Adams & Bernstein LLP attorneys 6 offices (Charlotte, Raleigh, NC; Columbia, Charleston, Myrtle Beach & Spartanburg, SC) 5 Departments Banking & Finance Business Law Litigation Real Estate & Commercial Development Regulatory 15 Practice Groups

3 550 + attorneys 16 offices in Alabama, Georgia, District of Columbia, Louisiana, Tennessee and representative offices in London, UK and Beijing, China. 5 practice groups: Advocacy Business Health Law/ Public Policy Labor & Employment Tax

4 TOPICS 1. Sharepoint in Your Firm Defining the scope 2. How Sharepoint Basics Makes Us More Efficient 3. Collaboration & Team Efficiency 4. Making a Splash Marketing & Selling Your Intranet 5. Keys to Success

5 Sharepoint in Your Firm Defining the scope Document Management Records Management Intranet Portal Extranets Application Integration (DM, CRM, Financial systems, etc.) Push the information to the key players. Faster dissemination of critical information to key personnel for decision making. Build along with Business Plan of the Organization Vendor Selection

6 How Sharepoint Basics Makes Us More Efficient The HR World Employee Data (w/ Workflow design) Internal Communication External News Enterprise Search My Site

7 How Sharepoint Basics Makes Us More Efficient HR / Employee Data Flow parkerpoe.com Attorney Bios Outside DBs Elite Webview Interwoven / DM Views Active Director y Sharepoint Views HR/ Payroll Interaction / CRM

8 Internal Communications

9 Enterprise Search

10 Enterprise Search

11 Enterprise Search

12 Enterprise Search

13 MySite

14 Collaboration & Team Efficiency Practice Groups, Departments & Industry Teams Client Service Teams Office and Administrative Departments Committees & Cross Department Teams (Green or Economic Development Teams)

15 Slide Title Example ENTERPRISE SEARCH ENTERPRISE SEARCH Our own Google Our own Google MY STUFF QUICK SEARCHES MY STUFF QUICK SEARCHES Documents, Contacts, Financials Look up Clients, Documents, Matters, Contacts, Firm Financials Look up Clients, & Matters, News Firm Employees or Clients a Google & Newssearch. Employees or a Google search. TARGETED NEWS & EVENTS TARGETED NEWS & EVENTS Front page stories and calendar Front page stories and calendar targeted by AD security groups targeted by AD security groups QUICK LINKS QUICK LINKS Easy access to frequent functions Easy access to frequent functions - wherever you are on Parkway. - wherever you are on Parkway.

16

17

18

19

20 Employee Search: Photos, Locations, Phone # s Profiles & Schedule Availability

21

22 Practice Group Example Basic External Information. Basic External Information. RSS Feed of Legal Industry News RSS Feed of Legal Industry News Key Internal Information. Key Internal Information. Blogs, Documents, Website Blogs, Documents, Website Links, Team Members, Seminar Links, Team Members, Seminar Materials, Library Research Materials, Library Research Services, Newsletters, etc. Services, Newsletters, etc. Basic External Information. Basic External Information. Legal Industry Docket Information. Legal Industry Docket Information.

23 Practice Group Example Key Internal Information. Key Internal Information. Blogs, Documents, Website Blogs, Documents, Website Links, Team Members, Seminar Links, Team Members, Seminar Materials, Library Research Materials, Library Research Services, Newsletters, etc. Services, Newsletters, etc. Other Key Internal Other Key Internal Information. Automatic Information. Automatic WestKM Searches of firm work WestKM Searches of firm work product. Basically an product. Basically an automatically created forms automatically created forms bank. bank. Basic External Information. Basic External Information. RSS Feed of Legal Industry News RSS Feed of Legal Industry News Basic External Information. Basic External Information. West Monitor News, Alerts, West Monitor News, Alerts, Trending Profile for top practice Trending Profile for top practice group related clients. group related clients. Other Key Internal Other Key Internal Information. Automatic Information. Automatic hourly updated Client & hourly updated Client & Matter Information related to Matter Information related to the practice group. Links the practice group. Links provided will jump to Client & provided will jump to Client & Matter Service Team Sites. Matter Service Team Sites. (See CST slides below.) (See CST slides below.)

24 Industry Service Team Example Basic External Information. Basic External Information. RSS Feed of Legal Industry RSS Feed of Legal Industry News. News. Key Internal Information. Key Internal Information. Basic External Information. Blogs, Documents, Website Basic External Information. Blogs, Documents, Website Legal Industry Docket Information. Links, Team Members, Seminar Legal Industry Docket Information. Links, Team Members, Seminar Materials, Library Research Materials, Library Research Services, Newsletters, etc. Services, Newsletters, etc. Basic External Information. Basic External Information. RSS Feed of Legal Industry RSS Feed of Legal Industry Blogs. Blogs. Basic External Information. Basic External Information. West Monitor News, Alerts, West Monitor News, Alerts, Trending Profile for the industry. Trending Profile for the industry. Other Key Internal Other Key Internal Information. Automatic Information. Automatic WestKM Searches of firm work WestKM Searches of firm work product. Basically an product. Basically an automatically created forms automatically created forms bank. bank.

25

26 Client Service Teams System to Automatically generate CST sites on intranet with the opening of a new file. Standard items auto generated on the pages. Financials Documents s Additional Features added by the KM Team. Team Calendars Research Filings RSS Feeds Docket Watches Blogs

27 Client Service Team Example Financial Information pulled Financial Information pulled live. live. All DMS documents & s All DMS documents & s saved to the client number. saved to the client number.

28 Client Service Team Example All Related Timekeeper All Related Timekeeper Information. Information.

29 Client Service Team Example PDF Copies PDF Copies of Bills. of Bills. Matter Drill Matter Drill Downs. Downs. All DMS documents & s saved to the client & matter number. All DMS documents & s saved to the client & matter number.

30 Client Service Team Example Basic Information about the Client. Basic Information about the Client. (Financials, DM Documents, s, (Financials, DM Documents, s, Team Calendar, etc.) Team Calendar, etc.) Links directly into WestMonitor for the Links directly into WestMonitor for the target client profiles. target client profiles. All open files from the financial All open files from the financial system. system. All closed files from the financial All closed files from the financial system. system.

31 Client Service Team Example

32 Client Service Team Example Team Resources, Experts, Team Resources, Experts, Forms, etc. Forms, etc. Team Blog. Team Blog. Case Law Monitoring via Case Law Monitoring via Westlaw Watch. Westlaw Watch.

33 Making a Splash Marketing & Selling Your Intranet Defining the Scope Choosing the Right Pilot Launch Program Building Prototype Sites for a Practice Group, Department, Office, etc. Post-Launch Tips

34 The Core Team Joint Venture (Not just IT) Start Small Data Store Workflows Push the information to the key players for decisions Find the Pain Points Make it a part of the daily practice. Give them options for use. Open Mind vs. Consistent, Professional Appearances Client / Business Development Considerations Keep it Fresh FUN STUFF Brand and market every day Keys to Success

35 Questions?