ILTA SharePoint Symposium Best Practices - Portal implementation and customization- Tom Baldwin Chief Knowledge Officer ILTA SoCal Regional Vice President.

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Presentation transcript:

ILTA SharePoint Symposium Best Practices - Portal implementation and customization- Tom Baldwin Chief Knowledge Officer ILTA SoCal Regional Vice President

Agenda  How do I get started?  What SharePoint is NOT  Implementation  Adoption  SharePoint at Reed Smith

How do I get started?  Vision  Don’t Go It Alone  Expectation Setting  Be Agile

Docs/tasks/calendars, blogs, wikis, integration, project management “lite”, Outlook integration, offline docs/lists Collaboration BusinessIntelligence Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability, contextual relevance, rich people and business data search Rich and Web forms based front- ends, LOB actions, pluggable SSO Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Business Processes Search ContentManagement Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Integrated document management, records management, and Web content management with policies and workflow The infamous SharePoint ‘wheel’

What SharePoint is NOT  Turnkey  Easy to implement without help  Something you can ‘hand to the IT guy’

Implementation Tips  Stick to your vision  Set the right expectations  Decentralize content management  Publish don’t convert  Feedback after launch  Promote/Adopt…

“If you build it, he will come”

 They may come, but they’re not likely to come back  Monitor usage at the PG, Role, Office level  Do office, PG roadshows/webinars  Attend firm retreats if possible  Publicize new features Adoption

SharePoint at Reed Smith

Vision 1.Provide a unified, global communications platform 2.Aid lawyers in the practice of law by putting targeted resources at their fingertips

Timeline  Requirements started in June ’08  RFP went out in August ’08  Vendor selected in September ‘08  Project started in October ’08  Global go live was February ‘09 8 months, were we crazy? (did I mention we threw Recommind in for good measure?)

Truman Vendors  Janders Dean  XMLAW  Recommind  WestKM  Dot Net Solutions  Monochrome Core Technologies  MOSS  XMLAW’s OneView Suite  Silverlight  AJAX  SQL

Project Team  KM Team -CKO, KM Director, (2) KM Analysts  Dev Team -Dev Manager, (3) developers  XMLAW -PM, Lead Tech, (2) developers 12 people listed here, WAY more FTEs to get it going..

Navigation  Clean, simple interface  Only one place to go for navigation  Items are targeted by role, PG and office  This is a LIVE demo…