sharepoint 2013 can you make it work for your...
TRANSCRIPT
SharePoint 2013 – Can you make it work for your firm?
Dora M Tynes
Chief Knowledge Officer
Sheppard Mullin LLP
James Tuvell
Director of Knowledge Services
Fox Rothschild LLP
Matt Van Ordstrand
Director, Practice & Client Services
Winston & Strawn LLP
Mark Soriano
Application Development Manager
Seyfarth Shaw LLP
OUR PANEL
• 15 Offices
• 2nd largest law firm in California as of Q2 2014
• 650 attorneys in 15 offices
• Over 1300 users
• IT = 62
• KM = 3 teams [KM (5)/ Library (9)/Lit & Trial Support (8)]
• 1 Developer ‘light’ + 1 SP UI/Content Administrator
Sheppard Mullin: Firm Stats
International law firm with large presence in California
• Roughly 1300 users and 600 attorneys representing
• 19 offices in 9 states coast to coast
• KM Department consists of
o Library Services [9] o Business and Competitive Intelligence [5] o Knowledge Solutions [6]
Fox Rothschild: Firm Stats
National law firm that provides a full range of legal
services to public and private companies.
• Roughly 1900 employees, 450 partners
• Large IS division comprised of:
o IT o Library Services o Records & Docket o Practice & Client Services
• Practice & Client Services
o SharePoint o Developers o Business Analyst o Data Integrity
Winston & Strawn: Firm Stats
International law firm headquartered out of Chicago with
18 offices around the world.
Seyfarth Shaw: Firm Stats
International law firm that incorporates the core principles of
Lean Six Sigma to deliver legal services
• 800 attorneys in 14 offices
• Over 1800 users
• Development Team
o 1 SharePoint Architect
o 1 SharePoint Administrator
o 1 User Interface Designer
o 1 Release Engineer (Certified Scrum Master/Product Owner)
o 6 Developers
SharePoint 2007 – still in production
• Firm Portal/Intranet
• IUS Enterprise Search for DMS, Westkm, SP content
• Conduit to various LOB data via iFrames or web parts:
o Financial, Docketing, Business Intake, Conflicts, Etc.
SharePoint 2013 – in staging mode
• Enhanced firm Portal/Intranet
• New enterprise search solution
• Deeper integration with LOBs
Sheppard Mullin: Existing SharePoint Environment
Sharepoint 2010 [2 Farms]
• Extranets
o Client Deal Rooms
o Custom Templates
o Lateral Recruitment
• Intranet
o Content Publishing
o Team Collaboration (Attorneys and Staff)
o Custom Solutions
Fox Rothschild: Existing SharePoint Environment
Winston & Strawn: Existing SharePoint Environment
SharePoint 2007
• Firm Intranet
• Client Extranets
• Matter Workspaces (non DM docs)
• Countless point solutions
SharePoint 2010
• DM Houston Office
• Enterprise Search
• Various point solutions
Seyfarth Shaw: Existing Environment
How we use SharePoint
• Extranet - Collaboration platform for clients/attorneys
• Intranet - Enterprise Custom Apps, Firm News, Directory
SharePoint 2010
• Not mobile responsive
• Web Controls - Server-side approach
• Search crawling slow
• Search results not intuitive
• Move off SP 2007
• Enhance user experience
• Clean up clutter
• Return to FAST for Enterprise Search
• Ready for Office 365 & Mobility
• Slowly push out social components
Sheppard Mullin: Why SharePoint 2013/ Justification
Sheppard Mullin – First law firm to implement SP 2007
Fox Rothschild: Why SharePoint 2013
IT
Microsoft Answers our Complaints
Two Complaints and a Wish:
• SharePoint had no upgrade path.
• We can’t find enough development talent.
• The Wish: Microsoft wants everyone on Sharepoint in the Cloud.
Fox Rothschild: Why SharePoint 2013
Relationship Status: It’s Complicated
Thumbs Up:
• Better Upgrade Path!
• Services Based Architecture
• Standards Based Development
• (aka: More developers can work in the environment)
• No Managed Code
• Mobility out of the box
• Works better with Office
Thumbs Down:
• No “Power User” Development
• Most (if not all) code must be redeveloped
• Learning Curve for Existing Staff
Winston & Strawn: Why SharePoint 2013
Enterprise Content Management (ECM) project
• New Search
• New DM
• New Intranet
Foundational Platform for future
• Collaborative
• One electronic client file
• Find stuff
• Document Management
• Mobility (One Drive for Business)
• True working environment for our lawyers
Seyfarth Shaw: Why SharePoint 2013
Mobile Responsiveness
• SeyfarthLink - Seyfarth Shaw’s client collaboration platform needed to be supported on mobile devices
Search
• Faster
• Office Web App
• Document Preview
Performance
• Browser Compatibility
• Client-Side Scripting
Sheppard Mullin: How Are We Doing It
Survey & focus group interviews with heavy attorney participation
• Confirm priority of areas for improvement
Technology committee participation in build out process
• Wireframes
• Fully fleshed out design (look & feel w/color & fonts)
• Partnered with various vendors along the way
Lots of checkpoints along the way
• Sign offs at every phase completion
Getting ready for initial live testing
Fox Rothschild: How are We Doing It? Are we there yet? Are we there yet? Are we there yet? … Where are we anyway?
We are at the very beginning.
• Complete, Ground up, re-Architecture
• App Metaphors
• HTML5, Fluid, Mobile First Design
• No Native Mobile Apps Planned
Winston & Strawn: How Are We Doing It
Envision
• Reimagine Intranet
• Understand what lawyers do and how they do it
• Vendor Partner
Design
• Diligent requirements gathering
• Wireframe / creative design
Build
• Build in iterations
• Vendor + In-house development staff
• Migration
Change Management
Evangelize!!
Seyfarth Shaw: How Are We Doing It
• Microsoft Premier Support discussion
• New SharePoint Installation
• New Infrastructure
• Extensive QA Testing
• Custom mobile responsive design
• Search centric server architecture
Seyfarth Shaw: Things to Think About
Functionality Changes
• Datasheet View vs. Quick Edit
• Uploading folders structure and documents
• Content Admin and Hierarchy Manager actions
Migration
• Couldn’t restore content database due to customizations
• 900+ Site Collections and content to migrate
• Synchronizing content from date of migration to cutover
Sheppard Mullin: Interesting SharePoint 2013 Features
• FAST Search
• Flexible page design
• Social components
• App store
• Enhanced/Extended native functionality
o Ability to retire 3rd party web parts
• Mobility
Fox Rothschild: Interesting SharePoint 2013 Features
Meet the new boss… same as the old boss.
• Search Based Applications
• Content Type Design
• Very Mobile Friendly
• Litigation In Place Holds (Sharepoint and Exchange)
• Service Based Architecture
• Web Standards Development (JQuery, REST)
• Abstracted Development (Custom is now outside of Sharepoint)
• BE CAREFUL: Many of the old features are still there.
o Old Workflow
o Managed Code
Winston & Strawn: Interesting SharePoint 2013 Features
• Conversations (SP News Feed)
• Following
• OneDrive for Business
• Mobile (Responsive site)
Seyfarth Shaw: Interesting SharePoint 2013 Features
Document Preview
Search
Get a preview of the document
Search
Edit Office documents without Office installed
Office Web App
Sheppard Mullin: The Future
• Leverage HTML5 to further enhance user experience
• Customize pages for each practice group and department
• Facilitate portal for increased group collaboration
o Allow their page to tell their story
• Extend portal data/functionality to mobile devices
o Become device agnostic
• Simple financial dashboards
• Drill-down for details
• Expanded client/matter/team
information
• Round up all data about a matter
or entity
• Single place to work
• Create simple workflows
Sheppard Mullin: But First Things First
It all starts with bottom line numbers (financials)
Fox Rothschild: The Future
• Intranet and Extranets into one Farm (SharePoint 2013)
• Fluid Mobile Intranets and Extranets
• Push targeted ‘apps’ via Mobile Device Management
• Solid architecture designed to grow, adapt and migrate
Winston & Strawn: The Future
• Foundational Platform
• Document Management
• Email Management
• Internal eDiscovery
• Evolved extranets
Seyfarth Shaw: The Future
• Document Rights Management
• Document Classifications
• Upgrading Intranet to SharePoint 2013
We’ll now open it up for questions
Questions
Thank You