Cutting Edge SharePoint

Report
SharePoint:
Cutting-Edge
Collaboration
CORRS SHAREPOINT PORTFOLIO
Corrs International Referrals
• Our International Contacts portfolio contains
listings of key International Legal Contacts
with expertise in one or more key practice
areas across global jurisdictions that Corrs has
identified as areas of interest under our
international strategy.
International contact profile
• The Contact profile contains a primary entity
such as law firm or Company name, Country
and city or town
• We have incorporated professional profile
linking services and this is used to expose
more information for our lawyers if required.
• Social networking through LinkedIn services
has also been integrated for reaching out and
collaborating.
Corrs People Directory
• Information is available in a number of generic SharePoint views including
a tabular view and profiles.
• Information on the My Site pages will be presented in groupings including:
• Contact details
• Workplace information
• CV’s
• Skills/expertise
• Organisation structure
• Interactive Floor plans
• Presence and IM
• Relationship mapping
• Social media
Corrs Precedents
• The SharePoint Precedents Solution is an enterprise
document workspace that manages all Precedents
information at Corrs. It allows KM/Precedents team
and Corrs users to view, access and contribute to
certain categories of precedents.
• Every Precedent will have some details of the
precedent, any administrative information required
and the precedent itself attached as a Word document
that is stored in a library. All precedents will be
grouped by category and visible to authenticated users
as a Tree View navigation selection
Corrs Precedents
• Introduction of a tile based UI design.
Corrs Precedents
• The system allows authenticated users to
perform a search on the details of precedent
profile as well as full text search on the profile
and the contents of the precedent document
attachment itself.
• If any Precedent is marked as Archive, it will
be move to a specific view that can be
accessed only by Administrators.
Precedents Site Navigation
Integration with other systems
• Currently present Business Intelligence reports
from Microsoft SQL Reporting Services (in
SharePoint integration mode)
• The reporting environment will be enriched
through multi-level access layers, role-based
individual and group sites (in development)
• Use the OpenText Hummingbird API to
integrate DMS functionality with SharePoint
(in development)
Mobility Platform
• Corrs are in the process of building a mobile
framework and architecture that provides
staff with content rich apps and services that
traverse across our key line of business
applications.
• SharePoint will provide the ability to interact
with the mobility platform (HTML5) on firm
desktops, laptops and in future client devices
Mobility Platform – the vision
Mobility Platform – the vision
SharePoint –
Cutting Edge
Collaboration
STUART KAY
BAKER & MCKENZIE
[email protected]
Baker & McKenzie
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
 72 Offices
 45 Countries
 5400+ Partners
and Lawyers
 55 Nationalities
 75 Languages
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
Practice Groups
Business Services
Teams
Virtual Teams
Matrix
15
Objective
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
Connect our matrix for better
collaboration
•
•
•
•
•
Replace our relatively static intranet
With a collaborative portal
Based on SharePoint
Make it flexible and scalable
And make it good enough that people want to
use it
17
A tale of two SharePoints
• SharePoint evangelists
– “SharePoint can do anything!”
• SharePoint skeptics
– “Prove it!”
18
Forrester on SharePoint
“While 'if you build it, they will come' might work in the movies, the approach
has yielded neither wide adoption of SharePoint nor satisfaction with the
product. Too often, IT provides the latest and greatest SharePoint release only
to watch many users turn their backs on the solution...”
Dissatisfaction is centered on several areas, including adoption challenges, a
dislike for the SharePoint user experience, a preference for other tools like
email and skepticism over its business value.
ComputerWorld, quoting Forrester, 6 Feb 2013
19
We built it and they did come…
One year after initial deployment, there was a 6,000%
increase in usage over our old intranet.
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Two years later, we have:
• About 4,000 sites
• Over 750,000 content items,
including over 50,000 indexed
and searchable precedents and
know-how documents
• Over 60,000 web parts
• Over 1,000 active site
managers, with many more
content contributors
• About 80% of people use it
regularly
• Over 1,000,000 hits per month
21
Defying the Odds
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
How did we defy the odds?
•
•
•
•
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Listening … skeptically!
Design … SharePoint?
Innovating … continually
Testing … iteratively
Responding
Get the basics right. Be practical.
23
Design principles
• Business capability over technical possibility –
cutting edge collaboration is practical!
• Central governance – simplified
• Local content control – simplified
• Out of the box where possible
• Customized where desirable
24
Governance:
Site Provisioning
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
Our “Site Provisioning Application”
(SPA) achieves 3 objectives:
(1) By using a wizard, it is very easy for
people to create a site using pre-defined
site templates.
(2) By gathering both automated and manual
contextual information, it ensures that new sites are
created in the right place in our site hierarchy /
information architecture, which helps to maintain the
intuitiveness and structural integrity of navigation, as
well as improving search results.
(3) By applying an automated workflow that includes approvals
by the Parent Site Manager and the Global Content Support
Team, duplicate sites can be eliminated, and positioning in the
information architecture can be validated.
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
26
Microsoft subsequently deployed a similar site provisioning feature in SP 2010 (below). We intend to retain our own Site
Provisioning Application as we believe our application is more intuitive, user friendly and relevant to our environment.
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
27
Simplicity:
Web Part Wizard
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
The “Web Part Wizard” (WPW) enables
easy design, creation and updating of
pages.
SP 2007 requires multiple steps and clicks
to create a backstage container and then
create and position a web part on a page.
The WPW combines these into a simple 1
step / 3 click process.
As well as making the creation of new web
parts simple, it also enables easy re-use
of existing web parts, including their
content.
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
29
Real Life
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
Examples
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–
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–
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Global Practice Group – virtual practice group needing to
disseminate information and collaborate on client work
Global Technology Project Site – the project that I will be speaking
about tomorrow could not have been completed nearly as
effectively without our project site, which enabled effective
collaboration between people in all 72 offices
Technology Training – publication of all training materials for all
global systems and applications
Business Services Information and Collaboration – an expertise,
locator, information portal, and team collaboration space
Global Pitch Tracker – the most visited page on our global
intranet!
© 2013 Stuart Kay, Baker & McKenzie Global Services LLC
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SharePoint:
Cutting-Edge
Collaboration
MEREDITH L. WILLIAMS, ESQ., CHIEF KNOWLEDGE MANAGEMENT OFFICER
[email protected]
TWITTER: @MLWILLIAMS77
Baker Donelson KM Iniatitives
Baker Donelson
• Single Collaboration Farm with Individual
Client Collections
• App Driven Interface
Single Collaboration Farm
• Decision made to create a single source environment
for internal and external views.
• Priorities
–
–
–
–
Mobility for Internal Team
External Client Access Quickly
Single Publish
Individual Client Site Collections for Security
Client Site Collection
Matter Site
Practice Area
App Driven Interface
• Throwing out the standard SharePoint interface and
focusing on apps for usability.
• Primary Goals
–
–
–
–
Functionally Driven
Personal/ Role Based Experience
Mobility Focused
Unified Collaboration System
• Secondary Goals
– Social
– Search
Purpose-Driven Content + Function
Research
(Using the online
Research Library tools of
BakerNet)
Search & Location
Collaborate
(Using BakerNet & WestKM to
locate Work Product, Forms
and Expertise)
(Using SharePoint
2010 Secure Extranets)
Manage
Draft
(Using the online BakerCloud
or Electronic Matter File for all
Clients & Matters (Can include
LPM features.))
(Using pre-established Forms,
DocBuilder packages or West
Brief Tools)
Track
Review
(Using Custom SharePoint
Databases or DocMinder for
date mining of documents)
(Using Drafting Assistant and
West Brief Tools)
Practice
(Using Practice Specific tools to
aid in daily workflow (ex:
IPDAs, AIA Forms, PLC Forms,
etc.))
Project Steps
1.
2.
3.
4.
5.
6.
7.
Conceptual requirements
Current state analysis
Business requirements
Card sorting
Wireframing
Functional requirements
Implementation
The dumbest mistake is viewing design as
something you do at the end of the
process to ‘tidy up’ the mess, as opposed
to understanding it’s a ‘day one’ issue and
part of everything.
Tom Peters
Wireframe: Attorneys
Wireframe: Staff
Home Page: Attorneys
Home Page: Staff
Baker App Store
Mobile View
Mobile View

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