Presentation on theme: "Legal Portals With Microsoft SharePoint"— Presentation transcript:
1 Legal Portals With Microsoft SharePoint Doug Horton – Handshake SoftwareKalani Munden – Jackson Walker L.L.P.Teresa Grote - Consultant
2 Why SharePoint as a Legal Portal Asked many of our clients, the survey saysCostCan’t fight Bill GatesIntegrated platform with MS OfficeEase of useFeatures/FunctionalityPerformance/Scalability
3 Microsoft Technologies Office CollaborationSharePointInformation Bridge FrameworkWord, Excel, PowerPoint
4 Our Speakers today… Introducing – the SharePointer Sisters Kalani Munden – Director of Knowledge Management, Jackson Walker L.L.P.Teresa Grote – former CIO of Dinsmore & Shohl and President of Dinsnet.Here they are to tell you what they know because they actually know something
5 Jackson Walker L.L.P. Firm of 300 Lawyers 7 Offices CMS OPEN Hummingbird DM5Custom Developed ApplicationsCRM “OneContact”Records “OpenFile”Conflicts Workflow
6 Jackson Walker L.L.P. J2E and WebObjects Intranet on Sun OS One Mac developer + one programmerMissing flexibility to incorporate KM culture – difficult to extend views and administrationLack of search engineLooked at Plumtree, LawPort, and upgrading existing intranet
7 Jackson Walker L.L.P. Selected SharePoint because: Teresa Grote made me?!?!My CIO took me to Reno for a class?FlexibilityMS SupportNon-programmer (a/k/a Kalani) could useBuilt in FeaturesComplemented KM structure
8 Jackson Walker L.L.P. Features We Liked WSS v. SPS Ability to Create and Categorize Areas for Communities of Interest (COI)Search CapabilitiesPersonalization FeaturesAbility to Brand Themes and TemplatesSponsor’s Role Supported Out-of-BoxAbility to Create Extranet Sites Without a ProgrammerWSS v. SPSSPS is Portal for Communication About a COIAreas represent COIs in the firmCurrently 220 Areas in Main Portal (there are 5)WSS is Site for Communication To a COIWSS Sites organize teams, extranets, projects, etc.Currently 464 Sites
9 Jackson Walker L.L.P. Concern about Content How to tie it together Financial Data in CMS OPENDocuments in HummingbirdPeople in Contact ManagementOther InformationHow to tie it togetherConcern about Programming requirements
10 Jackson Walker L.L.P. Our Process Reviewed Alternatives KM Committee RecommendationsAfter-the-Fact Studied SharePointSelected Handshake Software For Content IntegrationTraining on SPS and Handshake
11 Jackson Walker L.L.P. Our Approach Can we say pure chaos? Selected people to work on it – why me?Built the proof of concept portalBuilt WSS extranet sites to appease existing demandRolled out portal 6 months early due to XP conversion delay
12 Jackson Walker L.L.P. Where We Are At Now Where Does Handshake Fit In? 5 Portals Delivering Content to 220 COIs464 WSS Sites Organizing TeamsIt Just Works!Sponsor Program Works!But … Not Enough!Where Does Handshake Fit In?How to Provide Sites Without Manually Creating 35,000+ Individual WSS Sites?3 WSS Sites + Handshake IntegrationMy DesktopClient DesktopMatter Desktop
13 Jackson Walker L.L.P. Screenshots deleted at the firm’s request Samples available from Handshake Software
14 Jackson Walker L.L.P. Lessons Learned What we did right (by accident) Studied and Remedied CultureDefined Role of SponsorFirst Base, Second Base, Third BaseWhat I would change (who wouldn’t?)More IT TrainingMore ResourcesTA DA!!!!
15 “Portal” Technology changes the way you think Portal applications are horizontal, not vertical: The way we buy technology must change – the software client based pricing does not workA portal extends beyond the Web – Outlook, Word, Excel and Powerpoint are also PortalsDevelopers can no longer work in silos – there are multiple entry points to any application. .Net makes this possibleIdentity Management is paramount, infrastructure (AD and other directories) must be a part of the plan
16 The Architecture The Internet Internal Structured RelationshipExternal Structured RelationshipUnstructured RelationshipThe InternetSharePoint Portal Services Office 2003 Inform. Bridge FrameworkHandshake Software Integrated Web ServiceHandshake Relationship ToolkitContactClientEmployeeDocsCompanyDoc TypeBilling LawyerBenefitsMailing ListAuthorMatterCRMDocument Management SystemFinancial SystemHR System
17 Portal Example Expense Report Form Old world:A document in Word indexed in DM (secretary or Accounting)An ASP form on the Intranet (Web Developer)An Excel spreadsheet on individual drives or in DM (individual attorney, secretary or Accounting)Random Notes on a PDA (individual attorney)
18 Portal Example Expense Report Form New WorldWeb Service to Time and Billing generated using Handshake Software (Accounting Report Writer)IBF used to query and verify accounting data in Infopath forms, Winforms and WebParts which deliver to Outlook, Excel and Word (.Net developer)PDAs can be integrated to applications allowing SharePoint Web Parts or Winforms to be used for entry (.Net Developer)IBF uses Time and Billing API to begin workflow to update accounting system (Accounting/.Net Developer)
19 Portal Example Expense Report Form Why the new world?The old world requires at least 3 changes to forms and requires 3 different skill sets to do so.This process slows down progress – upgrades to any of the packages must wait for all forms to be updatedIn the new world web services control what is delivered to the “portal”. If T&B changes only one change is required (Handshake).Net Code for one portal can often be reused in others. By example, Web Parts code can sometimes be used in Sharepoint, Outlook and Word.
20 How our skills must change Data sources must be treated in a holistic manner. Report writer skills are necessary to build useable web services for data retrievalWeb programmers should NOT control how data is treatedData Sources should be separated from the user interface – data changes should be invisible to the user
21 Typical Law FirmReport writers who understand SQL queries and the dataWeb programmers – ASP .Net some SQLVB/VBA programmers – sometimes a part of the training groupHotDocs or other document automation personnelTech savvy secretary – some document automation
22 How our skills must change One person, several technologies .NET!!! Make sure you know ALL of the capabilities. You need to expect your programmers to expand beyond the WebWinforms for overall Office AutomationXML, Word ML – think of this as reveal codesInformation Bridge Framework/IBFInfopath/Smartdocs (down with Templates!)Document automation (HotDocs etc.) can now be handled without third party tools
23 Terms you must know Web Services Data Relationship Mapping (vs. Data Warehouse)WinFormsInformation Bridge Framework (IBF)XML/ Word MLApplication Programming Interface (API)InfoPathSmartDocs
24 Realign and reassessLook at what you want to accomplish and the logical division of responsibilities and rolesDevelop training plansScope documents become even more importantData “owners” can control the applications results across the enterprise, a true change in culture
25 Demonstrations/Sessions on SPS and IBF Tuesday, August 23rd, Microsoft Hospitality Suite 2nd Floor Desert Resort10:15 – 11:30 a.m.Innovations on the Legal Desktop Leverage SharePoint and the Information Bridge Framework.Join us for an in-depth look at how Handshake Software’s products help law firms quickly gain more value from MS Office and SharePoint. The presentation/discussion will include representatives from Microsoft and Andy Stokes from Wragge & Co., a 600+ lawyer firm in the U.K. who has launched a SharePoint initiative.Wednesday, August 24th, Grand Sonoran J&K3:00-4:00pmMS Information Bridge Framework – Impact on the Desktop and Firm ProfitabilityJoin us to hear John Green, CIO of Baker Donelson and Teresa Grote, ex-CIO of Dinsmore & Shohl describe the exciting technology around Microsoft Office 2003 Information Bridge Framework/Smart Client and how it impacts their firm’s today and in the future.Thursday, August 25th, Demo Room2:00-3:00pmState of the Art Technology TrackHandshake Software was one of the few vendors chosen from over 80 applicants to present State of the Art Technology. We will be presenting MS SharePoint and Information Bridge Framework integration with legal applications and reprising a demonstration presented during the Information Worker keynote speech at Microsoft’s World Wide Partner Conference this year.
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