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Worksite Web 8.0 at Miller & Martin Roger Bonine IT Manager Miller & Martin PLLC.

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Presentation on theme: "Worksite Web 8.0 at Miller & Martin Roger Bonine IT Manager Miller & Martin PLLC."— Presentation transcript:

1 Worksite Web 8.0 at Miller & Martin Roger Bonine IT Manager Miller & Martin PLLC

2 Overview About Miller & Martin About Miller & Martin Project goals and description Project goals and description Intranet design Intranet design Matter workspaces Matter workspaces Future plans Future plans Worksite wish list Worksite wish list

3 About Miller & Martin Regional full-service firm Regional full-service firm Offices in Atlanta, Nashville, Chattanooga Offices in Atlanta, Nashville, Chattanooga 170 attorneys users 170 attorneys users 15 IT employees – 2 developers 15 IT employees – 2 developers 33 practice groups 33 practice groups

4 Current Environment DeskSite 6.5 / WorkSite Server 8.0 DeskSite 6.5 / WorkSite Server million documents – single database 1.1 million documents – single database Lotus Notes Lotus Notes Custom Intranet (rarely used) Custom Intranet (rarely used) Custom client/matter/contact database Custom client/matter/contact database

5 How can we… Build an Intranet / Extranet platform that will actually be used (and useful)? Build an Intranet / Extranet platform that will actually be used (and useful)? Get our client and matter information to the attorneys and legal staff in a more accessible format? Get our client and matter information to the attorneys and legal staff in a more accessible format? Get a handle on our ever-increasing volume? Get a handle on our ever-increasing volume? Do all of this in a way that will make things easier for our users? Do all of this in a way that will make things easier for our users?

6 Project Details Implement Exchange / Outlook 2003, MailSite 8, and Communications Server Implement Exchange / Outlook 2003, MailSite 8, and Communications Server Replace existing Intranet with WorkSite Web 8 Replace existing Intranet with WorkSite Web 8 Automatically create workspace for each new matter, customized for the matters individual area of law Automatically create workspace for each new matter, customized for the matters individual area of law Worksite + Outlook + Intranet = One System Worksite + Outlook + Intranet = One System

7 Current Intranet Developed in-house Developed in-house Poor integration with existing systems Poor integration with existing systems Not designed for use as an Extranet Not designed for use as an Extranet Low rate of attorney participation Low rate of attorney participation

8 Worksite 8.0 Intranet Pages for each department, practice group, committee Pages for each department, practice group, committee Leverages Worksite profile information and security model Leverages Worksite profile information and security model Content can be manipulated through familiar Windows clients Content can be manipulated through familiar Windows clients

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17 Matter Workspaces Goal: Central repository for all matter- related information Goal: Central repository for all matter- related information Workspaces are created automatically by custom matter-opening software via call to the CreateWorkspace Web service Workspaces are created automatically by custom matter-opening software via call to the CreateWorkspace Web service Workspaces are highly customized; each matter type has its own template Workspaces are highly customized; each matter type has its own template

18 Matter Workspaces (Cont.) Folder metadata is inherited from the workspace Folder metadata is inherited from the workspace Each workspace Web page has a corresponding folder structure in the Win32 clients Each workspace Web page has a corresponding folder structure in the Win32 clients Custom connectors are used to integrate content from various systems Custom connectors are used to integrate content from various systems

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24 Project Status Attorneys have been very involved and very positive Attorneys have been very involved and very positive Interwoven has been very helpful as well Interwoven has been very helpful as well Scheduled cutover date is Thanksgiving weekend Scheduled cutover date is Thanksgiving weekend Several extranets are being planned – billing has not been determined Several extranets are being planned – billing has not been determined

25 Future Plans (Phase 2) Integration with CMS data (client bills, financial reporting) Integration with CMS data (client bills, financial reporting) More connectors (LegalKey volume and subfile information, docketing, etc) More connectors (LegalKey volume and subfile information, docketing, etc) Client and attorney pages Client and attorney pages Addition of records in paper files Addition of records in paper files The skys the limit! The skys the limit!

26 Worksite Web Wish List Easier ways to create templates – proper template inheritance Easier ways to create templates – proper template inheritance Better Web calendar, task list, and discussion area controls, including integration with Win32 clients Better Web calendar, task list, and discussion area controls, including integration with Win32 clients More Intranet-oriented controls More Intranet-oriented controls Control for display of short news items Control for display of short news items Better stock ticker Better stock ticker RSS viewer RSS viewer

27 Worksite Web 8.0 at Miller & Martin Contact Information: Roger Bonine IT Manager Miller & Martin PLLC (423) Additional info:


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