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Effective Client Collaboration. Harnessing the Power of Your Data Through SharePoint. Agenda. About Hubbard One SharePoint Overview SharePoint Integration Examples Q&A Tyrel Schroeder [email protected] 403.460.5755. 3 Takeaways Today. - PowerPoint PPT Presentation
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Effective Client CollaborationHarnessing the Power of Your Data Through SharePoint
Agenda
• About Hubbard One• SharePoint Overview• SharePoint Integration Examples• Q&A
Tyrel Schroeder [email protected]
403.460.5755
3 Takeaways Today
• SharePoint extends your Elite investment• Co-operation within TR partnership has produced an excellent integration
experience for Elite data in SharePoint• Powerful client intelligence & team collaboration dashboards are available
today with minimal effort
About Hubbard One
200 + Employees located in Chicago, Boston, Eagan, New York, London and Sydney
Law firm Clients include 80% of AmLaw 100, 50% NLJ 250, 60% of Global 100
Leading provider of marketing, business development, and practice management software and solutions.
Combines legal industry experience with cutting-edge software to help the world’s leading law firms unlock the power of information.
Hubbard One Product Offering
Web Marketing• Websites• Mini-sites• Blogs• Mobile Sites• Web Analytics
Business Development • Proposal Generation• Experience Management• Relationship Management• Competitive Intelligence• Contact Management• Email Marketing
Client Management• Intranets• Extranets• Portals• Enterprise Search
INTEGRATED INFORMATION ANALYTICS
Hubbard One provides specialized solutions for law firm marketing and business development professionals built on a firm wide platform for
information sharing.
Intranet portals and dashboards
Enterprise and federated
search
OneView Connectors
OneView Web Parts and Controls
Extranet and private web
Developer API and data feeds to custom or 3rd
party applications
Public web
Internal Content Sources
External Content Sources
What is SharePoint?
SharePoint Versions
• SharePoint Foundation* – Blogs– Business Connectivity Services
(BCS)– Developer Dashboard– Powershell Support– Sandboxed Solutions– Site Search– Workflow
*Not a complete list
• SharePoint Server Standard*– Everything included in
Foundation plus:– Audience Targeting– Federated Search– Managed Metadata Service– My Sites– Search Scopes– Web Analytics
*Not a complete list
SharePoint Versions Continued
• SharePoint Server Enterprise*– All the features of Foundation
and Standard plus:– Access, Excel, and Word
Services– Business Data Web Parts– Chart Web Parts– Deep Refinement– Thumbnails and Previews– Tunable Relevancy– Visual Best Bets
*Not a complete list
What About Office 365?
• Microsoft’s relatively recent offering• Useful in certain scenarios• Certainly will be a staple and focus of Microsoft moving forward for the
next version of SharePoint
• PROS– Reduces hardware costs by moving to hosted environment– Accessibility for mobile or remote employees is enhanced
• CONS– Reduces control over environment– Not free from errors
SharePoint as a Collaboration Tool
• Varying levels of collaboration offered in SharePoint• Entry point typically team site• Team sites can revolve around clients, matters, prospects, committees • More advanced scenarios could involve blogs, discussion boards,
SharePoint My Sites• Key for adoption is having a key champion and delivering valuable
information
SharePoint as a Development Platform
• SharePoint is designed to be extensible• Enhanced design is achieved through customizations to master pages
and page layouts• Custom web parts can be purchased and implemented or developed in-
house• Workflows using Windows Workflow Foundation (WF4) allows for
development of simple to complex workflows• Simple workflows can include content approval, out of office requests,
etc.• Advanced workflows can include check requisitions, new hires and
matter intakes
SharePoint Statistics (Global)
Content rep
osito
ry only
Enterpris
e conte
nt man
agem
ent
Portal &
web c
ontent
manage
ment
Documen
t wor
kflow
Business
proces
s mana
gemen
t
Custom
appli
catio
ns0.0%
10.0%20.0%
30.0%40.0%50.0%
60.0%70.0%80.0%
37.6%
54.4%66.0% 67.2%
55.9%44.8%
Source: 2010 Global 360 survey
SharePoint Statistics Continued
Using SharePoint? If so, how?
Number of Attorneys
≤ 49 50 to 149 150 to 349 350 to 699 ≥ 700
None 81% 64% 33% 12% 15%
Document Management 1% 2% 8% 7% 4%
Extranet usage 4% 9% 26% 32% 54%
Intranet usage 16% 33% 60% 81% 77%
Public Website usage 1% 2% 4% 5% 4%
Other 2% 2% 7% 15% 0%Source: ILTA 2010 Technology Survey
SharePoint Statistics (Legal)
Public website usage
Document Management
Other
Extranet usage
Intranet usage
None/Do not use
0% 10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2%
3%
4%
15%
38%
58%
Which statement best describes your firm’s posi-tion with regard to SharePoint, and if in use, how
are you using it?
2010
Source: ILTA 2010 Technology Survey
Where is SharePoint Providing Value?
1. Targeted information to attorneys
2. Collecting client intelligence
3. Finding and organizing knowledge and experience
4. Connecting and sharing with clients
Enabling law firms to operate more efficiently
OneView™ Suite with OneView™ Foundation and Client Center
Internal Firm Systems
Hubbard One Content Services
OneView™ Foundation
OneView™ Connect
SHAREPOINT APPLICATIONS
Integrated content delivery via custom SharePoint pages, sites and apps from Elite and 3E, crm, dms,
km, hr, news etc
Hubbard One and Thomson Reuters
content subscription and linking services
Synchronization with Hubbard One
applications and other firm systems
Data management infrastructure used to link internal firm systems with each other and improve with
Thomson Reuters company & people content
Custom SitesConstruct custom SharePoint sites, pages and applications
Search ResultsEnhanced SharePoint and
FAST search results
OneView™ Search Crawl and index integrated data across content sources
INTEGRATED INFORMATION INFRASTRUCTURE
• Matter centric Workspaces• Client Team sites• Firm Directory• News, Events and Calendar
Management• Practice & Department sites• Financial Dashboards• External News Feeds• Partner Dashboards• KM & Knowledge banks
• Extranet Workspaces & templates• Enterprise Search• RSS Feed Management• Links and Resource Management• Project Management Sites• Forms Repositories• Publishing & Collaboration• Line of Business App integration• Top Client Dashboards• Full replacement of legacy intranet
OneView Portal Applications (Partial List)
The “Information Value Chain”
Deliver the “Perfect Taxi Cab Report” or “The Perfect Client Page”
Client Financials
Matter History
Contacts and Activities
Documents, Records, etc.
Public Records
Legal Activity
Competitive Intelligence
News and Events
I’m meeting with Client XYZ in 10 minutes!
Here’s all we know about Client XYZ!
New Generation of SharePoint-Powered Applications
Comprehensive client and matter sites, dashboards,
reports and analytics
My View – Personalized Attorney View
Firm News Rotator
Scorecard from Elite
My Notifications from Elite
My Statistics from Elite
Department Head View
Department Financials from EliteThrough OneView Charting
Detailed Department Report withDrilldown from Elite
My Clients
Matter listing from Elite
Company profile from OVFMy clients from Elite
Contacts from ContactNet
My Matters
Matter AR Chart from EliteThrough OneView Charting
Matter WIP Report from Elite
Matter WIP Chart from Elite ThroughOneView Charting
My Matters from Elite
Client Dashboard
Timekeeper list from Elite
Fee Receipts from EliteUsing OneView Charting
Client Relationships from ContactNet
Active Matters list from Elite
Comprehensive On-Demand Profiles and Reports
OVF provides the data needed to product rich “taxi-cab reports”, combining firm information with
external competitive and market data
Next: Data Visualization and Analytics
With the right data, visualization tools can simplify
complicated analytics
Next: Data Visualization and Analytics
More than web parts…
combine all sources of data to provide insight and
analysis
…but first need to solve fundamental challenges around data quality and
completeness
Next: Anytime, Anywhere Access to Intelligence
Organizing business data first enables delivery through multiple “channels” for anywhere, anytime
information access
Why Don’t We Do This on Our Own?
• Elite is a financial platform, not a personalized portal infrastructure• Time / cost / risk• It is not easy – tremendous development effort• OneView is the proper, supported method• Experience of OneView and Hubbard One team
Q & A