SharePoint 2013 Should I upgrade?

Transcription

1 SharePoint 2013 Should I upgrade?

2 Speakers 35 Years in Legal Technology John Bellegarde VP Marketing From Wang and VSLUG in the 80 s To PC DOCS then Autonomy now Handshake Don Waldo CTO Created Emulators with Mycroft Labs and SoftKlone in the 80 s Senior developer on CMSOpen then PC DOCS Co-founder and CTO of Handshake Software

3 About Handshake Software Award-Winning Software Organization Experienced Development Team in ECM & Financial Systems Pioneer in SharePoint Development World-wide client base U.S. based Development with offices in Atlanta & Tallahassee

4 Agenda How is SharePoint used in legal today What new SharePoint features matter to Legal Should you upgrade?

5 What is SharePoint 2013 For Legal? Revolutionary Technology? Or Something Else

6 Forrester SharePoint Adoption 3 Barriers: Social, Cloud Mobile Which SharePoint functions have you deployed and what is your level of satisfaction with them? No plans to deploy Planning to deploy Deployed, dissatisfied Deployed, satisfied Deployed, highly satisfied Sites (portal/intranet) 4% 10% 6% 58% 22% Collaboration 2% 16% 8% 54% 20% Search 7% 15% 20% 44% 14% Content management 13% 14% 10% 45% 18% Custom internal-facing apps 18% 22% 9% 39% 13% Social 25% 38% 14% 19% 5% Custom externalfacing apps Insights (BI/analytics) 48% 48% 29% 20% 5% 7% 20% 12% 5% 7% Broad Low Satisfaction? Deployment Source: August 2012 Global SharePoint Usage Online Survey

7 Source: August 2012 Global SharePoint Usage Online Survey Mobile Adoption No, we are waiting for Microsoft to support the devices we use (e.g., Android, ios) 12% Yes 9% 91% do not provide mobile access to SharePoint No, but we have a strategy to implement SharePoint for mobile devices 24% No 56%

8 Source: August 2012 Global SharePoint Usage Online Survey Cloud Adoption On-premises/cloud hybrid environment (Microsoft only) 5% Other 5% 96% do not use Microsoft Hosted SharePoint Hosted version from a provider other than Microsoft 5% Microsoft-hosted service (BPOS, Office 365, SharePoint Online) 4% On-premises in our data center 82%

9 Handshake Legal Experience 0% 20% 40% 60% 80% 100% Lower Acceptance in Legal Web Portal/Intranet Internal Collaboration Search External Collaboration Document Management Mobile Public Web Site Social Hosting Almost Invisible in Legal High Acceptance in Legal

10 Legal SharePoint Use Cases Successful Use Case Financial Intranets Unsuccessful Use Case Document Management Extranets Social Collaboration Mobile Search Cloud

12 SharePoint 2013 Features Applied to Underserved Use Cases Enterprise Search Enterprise Social Networks Public Web Site Document & Management The Cloud The Upgrade

13 FAST Search becomes SharePoint Search in 2013!

14 What is FAST Search anyway? Product: FAST ESP FAST was a leader in Enterprise Search Now, Microsoft is a leader Gartner Magic Quadrant for Enterprise Search Microsoft Purchased FAST in April 2008 Integrated FAST into SharePoint 2010 Add-on Option to SharePoint 2010? Recommind Expensive Less than Autonomy Universal Search (AUS) or Recommind

15 SharePoint 2013 Search Legal Features New FAST-SharePoint 2013 UX Advanced Refiners Document Preview Better Best Bets Hover Panels Admin Capacity and Performance Crawling Improvements Out of the box support for PDF

16 Refiners

17 Make a Change

18 Hover Panels

19 Document Preview

20 Handshake Refiners

21 Placeholder for cool Search Screen Shots Video Support

22 Advanced User Experience Needed for Law Firm Use Saved Searches User Management Refiners (Facets, Clusters) Metadata-browsing of Result lists Search Scope Control Quickly get to the right source Search Term Highlighting Highlight Hits in Results Document Preview Right in the search results Advanced Search, Relevance Control For Advanced Users

23 SharePoint 2013 Search Legal SWOT Strengths High Performance, High Capacity Engine Great Search Analytics, UX Weaknesses Lacks integration with Legal Applications imanage, edocs Aderant, Elite, LexisNexis Search SWOT Opportunities Firms are unsatisfied with older SharePoint Search AUS is shelfware at the firm Threats Bad experiences with early version of SharePoint Recommind has a considerable installed base

24 SharePoint 2013 Search Architecture Public API Unit of scale/role boundary HTTP File shares SharePoint User profiles Lotus Notes Documentum Exchange folders Custom - BCS Crawl Link Analytics Reporting Search Admin SharePoint SP Apps Devices Non-SP UX

25 SharePoint 2013 Search Architecture Public API Extensibility Points Unit of scale/role boundary Search Results Advance Search Crawl Link Legal Apps Analytics Reporting Search Admin

26 Handshake Software Search Connectors

27 SharePoint 2013 Search for Legal Handshake Software View Search is underutilized in SharePoint Implementations Lots of opportunities for Improvement Single most important reason to Migrate to SharePoint 2013 Cost is no longer a consideration FAST was a 6-figure cost in SharePoint 2010 Still requires connectors imanage edocs. Aderant, Elite, LexisNexis

28 Social is so important, SharePoint 2013 has 2 solutions!

29 Why Enterprise Social Networks (ESN) for Law Firms? Attempt to Capture Tacit Knowledge Traditional KM has failed at this Culture and technology problem Enterprise Social Networks is a new attempt on the technology side, using a popular culture technique Opportunity to tie to Business Metrics Alerts on billing, new business and the like

30 SharePoint 2013 ESN for Legal 2 solutions Native Yammer Follow Nearly Anything Sites, Documents, Reference people in discussions, and notifies them Creates more Metadata to be used in Search! Presented in an Activity Feed Think other Social Networks.UX for what you are following. You can Like, Best Replies Gamification Badges Purpose-built Enterprise Social Network Highly reminiscent of Facebook Focus on Business Collaboration Team Collaboration Company-Wide Engagement Multi-Platform Web Part on SharePoint with Single Signon Mobile Client

31 Share with everyone, or a smaller group Filter to see the company feed and mentions Follow people, sites, hashtags, and documents See the pulse of the company with trending tags

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34 SharePoint 2013 ESN for Legal SWOT Strengths Native Social Features are Highly Integrated Yammer is relatively feature rich Weaknesses Still years behind a very fast moving market Confusing 2-product, 2-platform strategy ESN SWOT Opportunities Firms who want to experiment with Social Threats Market will pass them by Lack of business relevance inhibits adoption

35 Enterprise Data in Enterprise Social Likes and Follows from Dynamic Pages Sensible way to implement 100K Clients! Enterprise Data in Social Feed Marketing Data (new client, matter) Financial Data (Goals) KPI and Alerts Glean Social Feed to Matter Pages Present Social Data in Context

36 SharePoint 2013 ESN for Legal Handshake Software View Several Firms have Experimented Implemented following and Liking in proprietary solutions Microsoft Strategy is in Transition Yammer is the obvious long term play, but has no real on-premise strategy The SharePoint features might dominate in the near term Implement with Caution Possibility of a throw away, Social is so new, the risk is minor Handshake Software can provide integration with Social Feeds Gartner Group Larry Cannell Skip SharePoint, go with Yammer Forrester SharePoint Enters Its Awkward Teenage Years Social is one of the least successful SharePoint workloads

37 SharePoint 2013 supports standard Web Development tools!

38 SP2013 Public Web Site for Legal - Features Standards Any HTML Editing tool Native support for HTML5 & CSSv3 Search Engine Optimization Friendly URL s Managed Navigation Metadata based Navigation Cross-Site Publishing Aggregate Content Between Site Collections Content Search Web Part Query based Content Rendering Usability Copy-Paste from Word Image Renditions

39 SharePoint 2013 WCM Cross-Site Publishing 1. Content is created 2. Then Crawled 3. Content Search Part Triggers Query 4. Results are shown

40 SharePoint 2013 for Leal WCM SWOT Strengths Finally Standards Based Weaknesses Reputation as being difficult to use Subject to Latency Public Web Site SWOT Opportunities Firms that want to move from expensive, proprietary WCM Solutions Threats Most organizations have existing Web Content tools

41 SharePoint 2013 Public Websites - Handshake View Few of our Clients use SharePoint for Public Websites Not to be confused with B2C Extranets, and there are many of these Public Sites can easily be Segregated You can update your public site, and keep the rest of the firm on 2010 Still seems too hard When compared to the purpose-built WCM tools All of these improvements will help build-out great Intranets!

42 SharePoint 2013 WCM features for Intranets Branding Make it easier to brand Intranets Publishing Implement Distributed Publishing Web Tools Let your Web Developers work on your intranet Navigation More Navigation Options

43 SharePoint 2013 increments Document and Management

44 SharePoint 2013 ECM for Legal Site Mailboxes Limited Drag-and-Drop between Outlook and SharePoint Shredded Storage Non-Legal Features ediscovery Sets In-Place Document Holds Discovery Export Site-based Retention De-Duping SharePoint Content SkyDrive Pro Rebranding of SharePoint workspaces (rebranded Groove)

45 2013 Site Mailbox In Operation User Stores an in a Site Mailbox Attachments are copied into SharePoint Mail Message Stays in Exchange where it belongs Synchronization of Metadata Other Users Can access the attachment directly in SharePoint

46 2013 Site Mailbox Early Evaluation Microsoft Collaboration First useful feature that Integrates SharePoint and Exchange Attempt at Getting the Best of Both World Tries to leverage the strength of both products Requires the latest version of both products Questionable on Metadata Outlook remains a poor place to natively tag Metadata Content in Two Places? This has not been a good idea for anyone else in the past

47 SharePoint 2013 ECM for Legal Handshake Software View Does not begin to address the basic legal needs Full Integration Profile from Practice Management Metadata Matter-Centricity Present only relevant Information to the Attorney SharePoint 2013 remains an enabling technology for ECM Tools like Handshake Software DM/ Director are required for Law firm use

48 SharePoint 2013 to the Cloud

49 SharePoint 2013 in the Cloud What Exactly do we mean? NOT A PRIVATE CLOUD That works just like onsite! Office 365 Special version of SharePoint Does it have the Features, Privacy and Performance Law Firms Need? You really have to look at what is not there.

50 SharePoint 2013 in the Cloud Still Not There Yet Existing Customizations You cannot easily move customizations to the cloud Most Existing Web Parts Do not work in the cloud Integrate 3 rd party data Tools do not exist 3 rd party data is on-premise Missing Features Cross Site Publishing Content Search Faceted Navigation Weak BI 3 rd party databases Content Limits Hard limits or $/GB/MO overages

51 SharePoint 2013 for Legal Other Interesting Features App Model Company and User App Stores Mechanism to package future Handshake Apps OAuth/OData Standards based Database and Security Systems Makes it easier for Handshake to interact with SharePoint Data BCS OData Support Mobile Office Mobile Web Apps Device Channel

53 Upgrade Process SharePoint Upgrade No Upgrade-in Place Need new hardware Database Attach Upgrade SharePoint 2010 and 2013 cannot coexist On a single Server Handshake Upgrade Handshake Web Part DO Nothing! Existing Web Part just works! Search Updated Protocol Handler Re-Index is required (Re-Index is a 2013 requirement)

54 Handshake Software Upgrade Legacy 100% upward compatible between SharePoint Releases From SharePoint SharePoint 2013 SharePoint 2010 Web Part, Jumpstart Content Designer, Replication SharePoint 2003 HTLM5, APP Model FAST, ListGuru, DM Director SharePoint 2007 Handshake 100% upward compatible Web Part, Controls, Integrations, Pages Never a need to re-code Our existing 2010 web part works in 2013 today!

55 Should you upgrade to SharePoint 2013 Feature Driven Search Possibly Social Networking Solutions available from 3 rd Parties New Initiative We are starting something new, and want a new platform Timing Your SharePoint 2003/2007 system is getting long in the tooth Signs Yes It point is definitely certain to yes

56 Handshake Software is Ready to Support You Products Work on 2013 today Proven to be Version Independent Integrations Consulting Services Experienced with 2013

57 Why Handshake Software #1 in the Legal Market for SharePoint Benefits Experience Company and Personnel Advanced Technology and Methodology for SharePoint Vast Library of LOB and ECM Integrations Many Repeat Customers Competitive Advantages Quicker Implementations, time-tobenefit minimized Easy Customizations, Leverage all levels of IT Skills Low Risk Solution, Insulate from Platform Risk Reach to Change quickly, Ensure Portals are Fresh