Risks Associated with Mobile Computing Introductions Toby Adamson VP Marketing and Product Management, Microsystems Matt Miller Consulting Operations Manager, Microsystems R. Kyle Meister Wireless Analyst , Vorys, Sater, Seymour and Pease LLP Rich Taylor Business Relationship Manager at WilmerHale Agenda Issues Related to Conducting Business on iPad Stories From Your Peers Q&A iPad Explosion Firms have over 20% of staff with access to email from mobile device 60% 72% 97% 89% Firms support iPads Firms support iPads and iPhones Support any device 38% Use Dropbox 28% Use Documents To Go Source: 2013 ILTA Technology Survey Business Mobility Issues Controlling The Uncontrollable “Lawyers invent innovative habits for getting things done and Dropbox is just too easy.” Manager of Training and Application Services Mobility Risks Source: 15 Most Popular File Sharing Websites: http://www.ebizmba.com/articles/file-sharing-websites Metadata What You See Isn’t What You Sent What You Sent,… …What You See Using Native Viewer Server Based Metadata Legal Work Product delivered to: clients, co-counsel, and opposing counsel – cleaned of unwanted metadata. Metadata Cleaning Server eMail Server Why Server Based Metadata Enforced Cleaning Comprehensive Coverage Lowered Risk of Disabled Add-in More Server Advantages More Stable Desktop – Less burden on Outlook Better User Experience – Fast processing, no end-user waiting time “ Our lawyers are very pleased that metadata cleaning doesn’t disrupt their workflows. Pat Morris – Torys LLP Director, Project Implementation Server-based metdata cleaning alleviates IT migraines. Paul Phillips – Nixon Peabody Enterprise Application Architect “ – Options to skip metadata pop-up altogether Document Damage Office for iPad ! Document Damage Pages Kingsoft Office QuickEdit bigtincan Office Suite Pro Quickoffice Documents To Go Microsoft Office Mobile The recommended iPad app for document editing is QuickEdit. If tracking changes is not important, Documents To Go (Premium) is also recommended. Document Damage Content Lost Content tracked as moves LOST Hidden text LOST Merging between endnotes and footnotes Turned To Text Field codes turned to text (date, page #) Content controls turned to text Cross references turned to text Watermarks turned to graphic Document variables changed to text Formatting Lost or Changed Content restyled Styles definition altered Smart Art formatting changed Style separators lost TOC page number alignment changed Line numbers shifted or showing in-line Look and feel of complex table is compromised Quick Style Gallery changed Word Automation Lost Bookmarks lost (affects TOC navigation) Compatibility lost Attached template lost Content Lost Before After Formatting Lost or Changed Before After Formatting Lost or Changed Before After Content Lost Before After Alternative Solutions Application Office Mobile Pros Free Cons Can’t edit document with tracked changes Doesn’t display legal outline numbering Can’t edit .doc files Limited features Office for iPad Similar experience to Office Office 365 Subscription Needed Can’t edit .doc files No integration with 3rd party cloud storage Office Online Office on Demand Supports co-authoring Doesn’t display nor track changes Accessible from web browser Limited features Similar user experience to Office 2013 Requires internet connection Streams full-featured Office application to any device with Win 7 or later and IE9 or later, Doesn’t support add-ins Requires internet connection Familiar Office experience Remote Desktop Familiar desktop experience Requires internet connection Challenging to use on a mobile device Office for iPad Still Has Problems Considerations Potential for number loss File upgraded and layout changed Office 365 subscription needed No integration with alternate cloud storage QuickEdit Also Has Problems Considerations Cannot view headers/footers Cannot view endnotes/footnotes Content styled as Normal Top 5 Ways to Recognize iPad Editing 1 Footer formatting has changed Pleading line numbering are 2 California misaligned date or page number fields codes 3 TOC, are turned to text/no longer updatable separators have been converted to 4 Style hard returns placed Normal styled 5 Randomly paragraphs How to Recover: Best Case Scenario Run Word Compare to find added paragraphs & check formatting Restyle added paragraph How DocXtools Helps: Worst Case Scenario Run Word Compare to a prior version Reject formatting changes / Accept content changes Run a document health check Rebuild and restyle if necessary How Should You Prepare Recommend QuickEdit or Documents 1 to Go Premium - Plan for deviation 2 Identify documents edited on iPad 3 Be prepared for ↑ document issues Ensure metadata coverage that 4 supports mobile usage - Use 3BClean Wilmer Hale Boston, MA iPad Case Study Richard Taylor – Business Relationship Manager richard.taylor@wilmerhale.com Background BUT: Not (yet) a laptop replacement BUT: Still experimenting to find productivity improvements Needs expanding from view to edit and draft on mobile devices Looking for recommendations IT Increasingly more sophisticated High expectations Can Improve Productivity Document Management Lawyers Tablets Huge innovation Integral to lawyer workflows 33 Lawyers Want… Support •Provided by Firm Security •Firm and client content Document Stability Review and editing Seamless access •From anywhere •Online and offline •Consistent and simple user experience •Fidelity •Limited document damage •Viewing •Creation, editing, and formatting •Track changes /comments •PDF Annotation 34 IT Challenges Promote lawyer productivity Ensure content is secure Manage client/firm documents properly Access to content rapidly changing Ever changing apps Up to date info and recommendations 35 Vorys, Sater, Seymour, and Pease LLP Columbus, Ohio iPad Case Study Kyle Meister – Wireless Analyst rkmeister@vorys.com Initial iPad Support Plan Data Governance Healthcare/ HIPPA Containerized Environment (Good Technology) iPad Initiative Printing Document Access PDF Annotation Survey Results: Desired iPad Apps Time Entry Note Taking Document Editing Struggles Containerized Apps Native Apps • App Integration • App Updates • iOS Updates • Import/Export • Personal Email • Cloud Storage • Access Control • File Spread Supported Apps Good Technology •Worksite Mobility •Office2HD Pro •iAnnotate •Good Reader Native – Approved •TextMap •Federal Courts Native – Rogue •Good Notes •Evernote •Dictation Microsoft Office for iPad • Word, Excel, PowerPoint . . . OneNote • Requires Office 365 Account • Cloud Storage • One Drive • One Drive for Business • SharePoint • Document Management System Integration • Containerization?!! Summary iPad usage on the rise; mobility Lawyers are seeking is a reality efficiencies and convenience Define policies and develop infrastructure • Recommend a document editing app IT wants to provide access but still secure the assets Microsoft Office for iPad: game changer or Manage the risks with processes non-starter and tools for: • Eliminating bad effects of editing Be aware, be prepared • Re-styling documents and stay ahead of the • Removing metadata from change email’s sent from mobile device Q&A, Next Steps White Paper • Legal iPad Adoption and the Associated Risks http://www.microsystems.com/resources/white-paper/legal Case Studies • Nixon Peabody Replaces Desktop Metadata Cleaner with Server-Based 3BClean http://www.microsystems.com/resources/case-study/legal Contact Us Today DocXtools or 3BClean! info@microsystems.com 630.598.1100