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 stuart.kay@bakermckenzie.com 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. 20 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? • • • • • 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 – – – – – 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 31 SharePoint: Cutting-Edge Collaboration MEREDITH L. WILLIAMS, ESQ., CHIEF KNOWLEDGE MANAGEMENT OFFICER MLWILLIAMS@BAKERDONELSON.COM 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