InterAction: A Different Perspective Using Your Firm s Portal

Transcription

1 : A Different Perspective Using Your Firm s Portal Presented by: Ayelette Robinson, Practice Resources Attorney Morrison & Foerster LLP Tim Jones, Web Developer Bracewell & Giuliani LLP Matt Dixon, Webmaster Waller Lansden Dortch & Davis LLP Agenda Making Actionable leveraging your firm s portal (and a few data sources too) to transform contact information into business knowledge Integrating with Portals prepare the integration, design the presentation, build the solution Building Solutions for Your SharePoint Portal using sharepoint designer and SQL to surface contact information in your portal What do we know about this contact? 1

2 What we could know Making Actionable You Are Here Ideal State The Journey in Between Rules of the Road Everything I know I learned from integrating with my firm s portal Next Stop You are here (aka Current Challenges) Information about contacts is: Growing every day Spread across disparate sources Out of context Time and effort wasted finding and contextualizing 2

3 Ideal State Information about contacts is: Reliable, up-to-date Accessible in one place Contextualized ( actionable ) Right expertise, right relationships, right at your fingertips The Journey Know the Data You Need Logistics contact info, employer, website Background education, employment history Business mission statement, industry, news, transactions Relationships who knows whom, from where, since when Culture interests, expertise, associations, social networks The Journey Know the Data CRM () Name, title, company, address, website, etc. HR Details of the relationship contacts in your organization ECM Documents, s Billing Matter and project information 3

4 The Journey Get the Data Automate the maintenance process when possible Outlook syncing Relationship discovery Entity extraction Integrate processes within users existing workflows auto-filing Expense reimbursement process To keep it easy, simple, and up-to-date The Journey Connect the Data Contextualize data about your contacts, with: Internal personnel information Related project information Related content (Hint: think mashups, tagging, web 2.0) The Journey Make it Actionable Simple Intuitive Searchable Refineable Multifaceted Multilayered 4

5 Demo of AnswerBase Oli Online Demo: AnswerBase Contact:Acme Home Contact Results AnswerBase Enhanced by Relationship Discovery 5

6 Filter by Relationship Analyzing Traffic Contact Full View Contact Full View HR Marketing CRM ECM Billing Project Management Connections in Context Connections In Context 6

7 Connections in Context 2 Connections In Context Related People Related People Internal & External Related Content Related Content Provides Context 7

8 Related Projects Related Projects And Status Contact Full View From CRM Have we mentioned Mashups? Related Matters Related Contacts Related Documents Related Personnel Rules of the Road Privacy Expose only public records Do not rely on users contribution Security Respect underlying systems Develop additional security rules Transparency and Relevancy Show why each result is relevant Explain the context 8

9 Everything I know I learned from integrating with my firm s portal Know Your Goals Context, Accuracy, Simplicity Know Your Limitations Budget, Resources, Time Know Your Success Short- and long-term, Measurable Everything I know I learned from integrating with my firm s portal Know Your Politics Focus groups, Friends in top management Know Your Vendor Industry focus, Aware of your limitations Simultaneous proofs of concept Know Your Knowledge (or lack thereof) Hire an experienced consultant Next Stop Entity extraction Link to external sites, complete missing information Social tagging Let your users do the talking Wikis, blogs, networks Context galore 9

10 Remember how important context can be Integrating with Portals Prepare the Integration Design the Presentation Build the Solution Prepare the Integration What are portals? How does integration work? is designed for integration 10

11 What are portals? Entry points for multiple sources of data Centered around a topic or entity Web sites Public (external) or private (internal to the enterprise) Requires system integration How does integration work? Systems integrate when they have something in common Integration relies on unique IDs to map entities across systems is designed for integration Single and multi-valued user-defined fields (named additional fields) Store IDs from other systems to map entities Store entity data from other systems to reduce your efforts in the portal Systems integration tool included (Application Collaboration) Integration issues handled by data stewards 11

12 Design the Presentation Choose a data retrieval option Choose a display method Microsoft SharePoint solutions Choose a data retrieval option Database query Web client XML methods SQL Server Reporting Services Choose a display method Custom programming Screen scraping 12

13 Microsoft SharePoint solutions SharePoint Web parts Other SharePoint solutions SharePoint Web Parts Page Viewer Content Editor SQL Report Viewer XML Data View Business Data Catalog Other SharePoint solutions Custom web part 3 rd party web part.net custom control.net User Control with SmartPart Web Part SharePoint 3.0 Application Pages 13

14 Build the Solution Call the XML method Create the XML Web Part Call the XML method Use port 8100 accountname parameter userpassword parameter Create the XML Web Part Insert XML Web Part Enter path for XML method Enter path for XSLT file 14

15 Building Solutions for Your SharePoint Portal Using SharePoint Designer and SQL to surface contact information in your portal Current Environment Interaction 5.1 SP3 MOSS 2007 Sharepoint Designer 2007 Custom SQL queries to IA databases Required Intranet Features Firm Contacts Firm Photos Department Contacts Page Coordinators Department Directories Floor Maps Custom SQL queries to IA databases 15

16 Firm Contacts DataView Sharepoint Designer Firm Photos DataView XSLT Sharepoint Designer Page Coordinators - Directories DataView Template Web Part Sharepoint Designer 16

17 Floor Map Floor Maps Requirements Display on intranet Contact information Standardized office numbers Departments by color code Office moves in real-time Link to Interaction Floor Maps Created Custom Web App 17

18 Floor Maps Created Global Additional Fields Floor Maps Created image maps from architectural drawings DWG VSD JPG Floor Maps Interaction Data Dictionary 18

19 Floor Maps SQL Queries Full Query Employee Info Floor Maps SQL Queries Sub Query All Phones Floor Maps SQL Queries Sub Query All Phones Pivot Table 19

20 Floor Maps SQL Queries Sub Query Addresses Floor Maps SQL Queries Sub Query Custom Fields Floor Maps SQL Stored Procedures GetEmpInfoByID GetEmpInfoByID_Alt 20

21 Floor Maps SQL Stored Procedures GetAllEmpsByID GetAllEmpsByID_Alt Floor Maps Demonstration Captivate Future Revisions Use Reporting Services Firm Contacts Firm Photos Page coordinators Department directories Floor maps 21

22 Questions? Questions? Ayelette Robinson online demo: Tim Jones blog: Matt Dixon blog: 22