OneNote: Microsoft Office's Unsung Hero?
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1 OneNote: Microsoft Office's Unsung Hero? Moderator David Bustle, Buchalter Nemer Scott Christensen, Edwards Wildman Palmer, LLP Rex Balboa, Perkins Coie Jennifer Beaudette, Fish & Richardson Hashtag #DASPG6
2 Scott Christensen Director of Information Technology US Edwards Wildman Palmer LLP
3 Edwards Wildman Palmer LLP 600 lawyers 15 Offices 1300 Users
4 TOP REASONS TO USE ONENOTE A Personal Testimonial OneNote Saved My Life Avoid being featured on HOARDERS It will make you more organized I guarantee it
5 Start Now Really It just make sense easy to get started Start simple - KISS Grow with it Not your fathers notebook/yellow pad You can do amazing stuff with this thing Dump your paper. You don t need it. Really.
6 The Stuff You Can Do With This Thing Links to documents Links to web pages Audio (voice notes) Video Date/time stamps Calendar, task, integration Send to OneNote Handwriting Search Edits by Author, time, Page Versions, History a page Tagging! Collaboration Mobility
7 Versions/Mobility Windows (Office 2010) IOS iphone ipad Android Windows Mobile New mobile versions Improved features Not limited any longer Now free
8 What is a Notebook? Organization of Notebooks (Re-) Organization of Notebooks Move/Copy
9 Other Considerations Where to sync? Network shares SkyDrive Sharepoint Limits on file locations for mobile devices Information Governance Considerations
10 Competition Evernote Google Outline Plus?
11 Next Steps Start using OneNote. Now. Stop carrying around a paper and pen. Utilize the mobility features to their fullest on all of your devices Get your staff on board Develop a plan of action for OneNote use
12 Rex Balboa Systems Business Analyst Applications & Databases
13 Perkins Coie by the Numbers 17 Offices 950 Lawyers, 2,100 total users
14 In Transition Win XP / Office 2003 Win 7 / Office 2010 SharePoint 2010
15 Guerilla Implementation On all desktops Supported by SharePoint portal Unfettered Access to Templates Training Champion
16 Sparking Adoption Integration Catch All
17 Challenges Notebook size <500 Local install Mobile use VPN Mobile Noter Usage DMS integration Data redundancy
18 Jennifer Beaudette Manager, IT Business Analysis Applications & Development
19 FR Profile 11 Offices (US & Abroad) 450 Lawyers 1100 Users Sharepoint 2010 OneNote dedicated Sharepoint Application (onenote.fr.com) Office 2010 Minimal OneNote use prior
20 OneNote Environment Notebooks OneNote.fr.com Other >250 Case Notebooks >500 Administrative/Team Notebooks >? Personal Notebooks
21 The Value Simple & Familiar little need for training, familiar Office suite tools Content Diverse houses varied content Tables & Graphs, Voice Recordings, Links to various content, Documents, Images, Notes/Text, Diagrams, Org Charts, Checklists Allows for single point of entry to all case/project information Spatially Flexible Unlike MS Word, there are no boundaries to how information is organized and presented Organizationally Superior Sections, pages, sub-pages, etc. allow for ease of navigations and sensible content organization Collaborative Co-authoring, synching, web access and mobility significantly increase OneNote value
22 Fostering Adoption Show Value Create samples Partner with a case team to build business case Market through lawyers Templates Practice specific notebook templates Project Management notebook templates Page level templates (Checklists, Weekly Minutes, etc.) Intake and Management Processes Request form (InfoPath) New Notebooks, Security requests, changes Workflows to handle requests Sharepoint Application (Onenote.fr.com) Accessibility Links to notebook(s) in common spaces (DMS, etc.) ing links From OneNote client
23 Case Notebooks Single and central space for housing a multitude of case based information Housing information that has no other home Same structure from case to case Secured, if necessary Shared with client, if necessary
24 Templates
25 Other Notable Uses
26 Expansion Areas Grow and Refine Templates Self Service Creation Automation Retention Policy Compliance Ethical and Business Wall Management
27 Words of Caution Capacity Management Promote LINKING to documents Overloading with documents causes issues Syncing Integrity
28 What s New in 2013 Cloud based Notebooks Accessibility from multiple devices Improved Table creation and formatting Better integration with Excel and Visio (2013) Lync based sharing Touch command capabilities Improved Office integration Send to OneNote tools
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