Sponsored by:
Ali Shahidi
Director of Knowledge Management
Bingham McCutchen LLP
Kick-off your KM Program with Enterprise Search Quick-Start
Chris Zegers
CIO
Lowenstein
Kathlyn Schweyer
KRS Director
Lowenstein
Shy Alter
Sr. Consultant
ii3 Inc.
About ii3
• Trusted consultants to law firms
• Knowledge and information management solutions
• From strategic planning to practical implementation:
Enterprise search, DMS, Portals and more
www.ii3.com
Presentation Highlights
• KM is a competitive tool.
• KM tech is not just for large firms.
Smaller firms should get in!
• Closer collaboration between CIOs and KM.
• Enterprise search - centerpiece of KM strategy.
• The least painful and highest return on KM.
• Your attorneys will love it!
About Lowenstein | 1
• 275 Attorneys, 3
Offices
• VC Tech, Funds, Life
Sciences, Bankruptcy
About Lowenstein | 2
• IT vision based on Firm vision of growth
– Talent attraction and retention
– Virtual office
– Improve access to data
– Agility
About KM in the firm | 1
• IT and KM unification is natural progression
consistent with change from technology-driven to
data-driven practice
About KM in the firm | 2
• Leverage who and what we know
• Improve the quality and
efficiency
of the services we provide
to our clients
• The 5 Rs and KISS
Enterprise Search in Lowenstein | 1
• Firm-wide interviews
• Prioritization of needs
• Inadequate DMS search and retrieval
• Firm growth and information overload
Enterprise Search in Lowenstein | 2
• Focus on attorney-facing initiative
• Data normalization, NMI took a
backseat
• Quick win in response to attorney
feedback
• Pitched as resulting in improved client
service
• Good first impression for KM in the firm
Preparations | 1
• Restricted search to FileSite client-matter folders
• Vetted search vendors
Preparations | 2
• We needed more than standard
vendor demo
• Vetting of consultants
• Proceeding to a “deep” POC
• Infrastructure build-out before software purchase
“Deep” POC
Go/No Go
Decision
Point
Firm Wide
Pilot
Rollout
Implementation | Technology
• Full-crawl with our 18m objects produced POC
• Extensive security testing and exclusions
• Resolved indexing, UI and functionality issues
Implementation | Pilot
• Log DB and Training materials
• Pilot of 12 attorneys + KRS + IT
• Pilot Feedback: names, concepts, field searching,
confidential documents
Implementation | Adoption
• Marketing blitz – Posters, Mailings,
Intranet
• Prioritized outstanding issues
• Rollout and Training to Firm
• Gamefication of search
• Monthly tips, webinars and
individual training
Outcomes | Screen Sharing
Adoption and Feedback | 1
• Search branded as OneSearch
from poll of pilot users
• Priority was access through
Outlook
• Fast response time, accurate, easy
to use; filters
Adoption and Feedback | 1
• 87% adoption in 5 months; 73,000
searches
• IT Helpdesk service improved
• Partners can find needle in haystack
• Challenges: E-mail, sorting, field
searching
Outcomes | Future | 1
• Expertise and Matters
• Search-driven apps; workflow; collaboration
• Data normalization
• Integrating sources
• NMI
• Seamless access to resources
Outcomes | Future | 2
• Context-specific information delivery
• Client driven
• Competitive Intelligence / Advantage
• Mobility
• Cloud
• Personalization
• Social media