SharePoint 2013 Solutions for the Legal Industry.

Transcription

1 SharePoint 2013 Solutions for the Legal Industry

2 Today s Presentation: Introduction About Gig Werks SharePoint 2013 Overview SharePoint 2013 ISV Solutions for Legal Accusoft OCR/ICR and Scanning BA Insight Intuitive Enterprise Search Through all Critical Systems Collabware Advanced content lifecycle and records management Intelledox Compliant Document Generation & Line of Business Integration Workshare - Policy-Driven, Secure File Transfer & Document Comparison MacroView - Extensive Outlook Integration with drag and drop document and management Q&A

3 About Gig Werks Company began in 2002 Gold Partner Since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group Microsoft SharePoint Partner Award Winner 2010, 2011, 2012 & 2013 Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Deep industry experience within the Legal Industry Market Focus From 100 seats to 150,000 Headquartered in NY, with clients across the United States & Canada

4 Why Gig Werks for SharePoint Advanced Training and Information from Microsoft Have focused on SharePoint since 2003 Have already helped customers move to SharePoint 2013 Expertise around the full capabilities of SharePoint and the Microsoft Stack. Partner and offer expertise on the top SharePoint ISV s in the channel including: HiSoftware, Nintex, Collabware, Intelledox, Metalogix/Axceler, BrightWork, Colligo, IGC, CADtoWIN, BA Insight, Accusoft

5 SharePoint Quick Start Offers Limited Time Discounted SharePoint Planning SharePoint Advisory Services Upcoming SharePoint Webcasts & Events Webcast Friday 10/25 Driving the Business Case and User Adoption for SharePoint 2010 and 2013 SharePoint 3 Day Staging & Development Workshop SharePoint & Business Intelligence SharePoint & Branding SharePoint & BCS

6 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web

7 SharePoint 2013 Enterprise Content Management Create Control Protect Create and organize content easily with the help of relevant discovered information Manage content policy, information architecture and taxonomy Reduce risk and manage compliance with centralized ediscovery tools

8 SharePoint 2013 Enterprise Content Management Site-level retention policies Compliance levels extended to sites Policies include: Retention policy for sites and Team Mailbox associated with site Project closure and expiration policy Designed for managing discovery cases and holds Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content 2012 Microsoft Corporation. All rights reserved.

9 SharePoint 2013 Enterprise Content Management Support for searching and exporting content from file shares Export discovered content from Exchange and SharePoint Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility 2012 Microsoft Corporation. All rights reserved.

10 SharePoint Search Find what you re looking for with intelligent results tailored to you Get answers and take action with an experience that s always a step ahead Build smarter applications that can scale for any need

11 SharePoint 2013 Search 2012 Microsoft Corporation. All rights reserved.

12 SharePoint Connected Experiences Engage in conversations to stay informed and make better decisions. Use community knowledge to gain insight and find answers. Make it easier to work as a team and manage your projects.

13 SharePoint 2013 Social Microblogging Share content, links, and media Follow people, sites, content, and conversations Activity Feeds Provides a view into recent activity related to content, links, media, and people 2012 Microsoft Corporation. All rights reserved.

14 SharePoint 2013 Social Communities Community sites with self-service administration and moderation Modern community features such as achievements and reputation Discussions Blogs Modern discussion boards Client application integration Categories, comments, and moderation 2012 Microsoft Corporation. All rights reserved.

15 SharePoint 2013 Mobility Excel PowerPoint Word 2012 Microsoft Corporation. All rights reserved.

16 Gig Werks ISV Partner Ecosystem Advanced Functionality Enterprise Content Management Intelledox Collabware Metalogix HiSoftware Accusoft BA Insight IGC Colligo Workshare Macroview CADtoWIN Nintex Intelledox Nintex CADtoWIN BrightWork Accusoft Colligo IGC Metalogix Axceler AEC Solutions Workflow Nintex HiSoftware Intelledox Financial Services Solutions Intelledox Collabware HiSoftware Metalogix Workshare Macroview Accusoft Search BA Insight Accusoft IGC Colligo Workshare Macroview Business Intelligence / Reporting HiSoftware BrightWork Nintex Metalogix Advanced Industry Solutions Legal Solutions Intelledox BA Insight Workshare Macroview Accusoft Collabware IGC HiSoftware Metalogix Colligo Project Management BrightWork Pharmaceutical / Healthcare Solutions Intelledox HiSoftware Metalogix Workshare Macroview Compliance Intelledox Collabware Axceler/Metalogix HiSoftware IGC Colligo Workshare Macroview

17 Intelledox INPUTS OUTPUTS Inward-facing Web forms Outward-facing Web forms CP Data (Requests) Customer Correspondence Infiniti Server Engagements Projects Electronic ( ) Documents (PDF) Opportunities DYNAMIC BUSINESS RULES Knowledge Center

18 How is Intelledox used? 1. Legal advice 2. Wealth Management Proposals 3. Contract Generation 4. Lender Documentation 5. Customer correspondence 6. Statements of Work 7. Case Management/Call Centre 8. License renewals 9. Hospital pre-registration 10. Tender response 10. Review and approval processes 11. Complaints management 12. New customer detail collection and management 13. Annual Reports 14. Self service portals 15. Financial/Insurance Statements of Advice 16. Legal advice 17. Procurement & contract preparation 18. Lease and bond documentation 19. Proposal construction 20. Sales Tools Construction

19 Intelledox One click Status Reports (Sarbanes, Frank/Dodd) Dynamic Wizard to generate documents and collect information Automated personalized communications No code No custom forms No version lock in

20 Intelledox Business rules driven Layout your own forms and documents Aware of user context Secure Drag and drop design tool Web interface Wizard driven answers and prompts MS Word for document layout design

21 Intelledox ROI 300,000 82% saving 2nd Year 250, ,000 70% saving 1st Year 150,000 ROI 3 Months 5,000 letters per month - current Ix Ongoing costs 100,000 50,000 - Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

22 Collabware Records Management Software for SharePoint Compliance Control Centralized File Plan management Automatic SharePoint configuration Enterprise-wide, multi-lingual, multi-farm Rules-based automatic content categorization Anytime content is added / updated Rules-based automatic record declaration Globally unique content identifiers 10 character alpha-numeric (ex: JLM56R3DSG) Assigned to all content (not just documents) Why do you need it? Put control in the hands of the Records Managers Gain insight into what content you have and what state is it in Automatically, and properly, configure SharePoint Decrease reliance on IT services and support

23 Collabware Records Management Software for SharePoint Record Declaration Any content can become a record Documents and Document Sets List Items, Blog Entries, Web Pages, etc. In-Place / Centralized Storage In-Place record storage Centralized repository record storage Why do you need it? Manage the lifecycle of all of your enterprise content Support hybrid In-Place / Repository solutions where active records are managed In-Place and then moved to centralized repository for semi-active of final disposition retention

24 Collabware Records Management Software for SharePoint Insight Categorize content before declaration Complete item-level audit history Presented to users/rms Accessible through open data warehouse Productivity Surface content to users in context Query-based content selection Configurable result presentation Support for user personalization Why do you need it? Organize your content from beginning to end of lifecycle Increase productivity by having content come to the users where and when they need it

25 Records Management with Collabware What are the drivers and challenges? Drivers Risk Compliance Failure Electronic Discovery Productivity Find-ability Single Source of Truth Challenges Stakeholder Alignment IT, RIM, HR, and Legal Control vs. User Experience Complexity File Plan Design System Implementation Change Management Wide Organizational Impact Yet Another Obtrusive Process! Statistics Knowledge workers spend from 15% to 35% of their time searching for information Searchers are successful in finding what they seek 50% of the time or less 40% of corporate users reported that they can not find the information they need to do their jobs on their intranets With the cost for a junior level associate at many law firms pulling in over US $200 per hour, the cost to review a single gigabyte (1GB) of data can amount to over US $30,000

26 Success Strategies with Collabware How do you achieve success? Automation Metadata Classification Declaration Trust Superseded Obsoleted Vital Surfacing (not linking) User Experience Simple Seamless Transparent Business Alignment Processes Metadata Behaviors Contextual Surfacing

27 Accusoft

28 Accusoft Prizm Content Connect for SharePoint Available in SharePoint 2010 and 2013 View, Annotate and Secure over 300 different document types

29 Accusoft Reduce Licensing Costs All rendering, viewing, and conversion of documents is done within the Prizm Content Connect platform, so there is no need to purchase additional formatspecific software licenses. Supports Microsoft Office, Open Office, TIFF, PDF, PNG, JPEG, PSD, DICOM and many other image formats.

30 Accusoft Annotate A full range of annotation tools allow for collaboration while protecting content. Fully version aware

31 Accusoft Digital Rights Management Restrict ability Print, Save, and Copy documents by group, site collection, site and Document Library. Keep content secure in the browser for some while allowing others the ability to use native application. This integration helps protect sensitive information from being printed, modified, downloaded, or saved by end users. By adding DRM control on the document, you remain in control.

32 BA Insight Intuitive enterprise search through all critical systems for unified information access Securely connect all your critical systems into SharePoint or FAST for unified information access. Reduce the time they spend looking for information by an average of 50% Longitude Search and Preview Next generation search usability and relevance optimization for SharePoint Longitude AutoClassifier Automatically capture insights from enterprise information while removing the burden of manual tagging Longitude Federator Extend unified search to the four corners of your global enterprise

33 Longitude for SharePoint and FAST Instant, Rich Document Previews Quick Relevance Assessment with Hit Highlighting User Friendly Preview Interface More than Just for SharePoint Content Preview Document Library Content Dynamic Hit-mapping Hit Map Navigation In-Context 'Search Inside Assemble Documents Using Search Result Content Take Relevant Content Offline Export to Excel

34 Longitude Connectors for SharePoint and FAST Search Longitude WorkSite Connector empowers you to quickly and securely extend SharePoint and FAST Search to your Autonomy WorkSite system. Centralize information access and give users the ability to search your enterprise data from within SharePoint. Rapid Deployment and Unlimited Scalability Comprehensive Security Management Quick Relevance Assessment with Hit Highlighting Vast Scalability and High Performance Enterprise-strength Scalability Efficient Metadata Management Data Replication into SharePoint Lists and Libraries Intuitive Management Interface

35 BA Insight SharePoint Connectors ERP, CRM and Custom Systems Elite / 3E Aderant Microsoft Dynamics Salesforce.com / Force.com SAP Business Suite (incl SAP DMS) LexisNexis Interaction CRM OpenText LegalKEY Oracle RDBMS / SQL Server / DB2 Web Services West KM ECM and Document Management Systems Microsoft SharePoint Online Elite ProLaw NetDocuments PLC Practical Law IBM FileNet P8 IBM FileNet Panagon Content Services Objective EMC Documentum IBM FileNet / Content Manager / DB2 IBM Lotus Notes Application Databases Autonomy Worksite OpenText Hummingbird / LiveLink Oracle UCM / Stellent Xerox DocuShare HP Trim Context (TowerSoft) Messaging and Collaboration Systems Symantec evault File Archive Oracle WebCenter Interaction (PlumTree) Autonomy EAS (Zantaz) IBM Connections KnowledgeMill OnePlace EMC eroom Microsoft Exchange Private Mailboxes Symantec E-Vault IBM Lotus Notes Mailboxes

36 TotalView for Law Firms TotalView for Legal is a search-based, composite and contextual application that gives you a single view of all of your firm's document management, records management, billing, CRM and accounting systems. It provides a cost-effective, fully integrated, matter-centric dashboard, a single search interface, and actionable search results that considerably reduce time and effort required to gather needed information. Maximize ROI and extend the value of your line of business applications Provide your team with a single, unified dashboard, such as a complete matter overview, for accessing all information, both structured and unstructured, and regardless of where this information resides. Locate subject matter experts across the firm in seconds. Get instant previews of all search result items, with full hit-highlighting and dynamic hit-mapping, for fast and efficient relevance assessment of search results. Honor all existing security protocols, permissions and identity management systems to ensure only authorized content is accessed.

37 Workshare As well as the world s best comparison technology, Workshare provides policy-driven, secure file transfer to safely share documents with people inside and outside the firm. Sharing is encrypted and hidden metadata is cleaned before files are shared, enabling law firms to reduce risk. 98% of the Am Law 200, 98% of the UK Law 50, and 62% of legal departments of the Fortune 1,000 as well as 43% of the FTSE 100 put their trust in Workshare s collaboration applications.

38 Workshare Controlled file sharing and synchronization Simple file sharing and review accessible from any desktop or mobile device. Changes or comments made on a document are immediately synchronized across all devices. Selectively synchronize documents to work offline using app and collaborate directly from the Desktop app. Gain full visibility and control over documents revoke access or restrict how and with whom they are shared.

39 Workshare More effective collaboration and review Accuracy, professionalism and reliability are key factors in meeting clients service-quality expectations. From the creators of DeltaView, rely on the world s leading comparison technology to compare versions even in different formats. Control client and reviewer access to documents with granular, folder-level permissions in a secure branded workspace. Easily understand comments with tagged commenting options. Version control improves transparency and reviewing cycles.

40 Workshare Document management systems Workshare fully integrates out of the box with imanage, SharePoint, and OpenText to: Instantly feed managed documents into Workshare s comparison technology. Extend their collaboration capabilities, storing features, and tracking features to keep data secure. Allow users outside the team and outside the office to share and distribute documents safely while the document owner retains ultimate control. Remain compliant with a detailed record of the document history.

41 Workshare Anytime, anywhere collaboration Work together more effectively with around-the-clock access to documents. Native ios and Android Workshare Mobile apps provide secure access to documents anytime and anywhere. Mobile apps provide comparison and collaboration features while enforcing the organization s security and IT protocols. Share documents, make comments, add new versions, or compare versions directly from any device.

42 Workshare The best protection for the most valuable content Workshare delivers enterprise-class security and tracking capabilities. Create a password-protected workspace with folder-level control to enforce the organization s IT policy and security requirements. Extend security requirements and policy enforcement to mobile devices. Control document access with settings to prevent forwarding, downloading, deleting, or uploading new versions and setting expiration dates.

43 MacroView Outlook as the Desktop for DM View and Navigate the DM Store from Outlook MacroView DMF adds a new pane in Outlook, which displays all areas of SharePoint to which you have permission. Views of libraries are displayed in the right pane of Outlook. New pane in Outlook provides intuitive interface for searching across the SharePoint DM store with results displayed in Outlook. Formatted previews of files in SharePoint, without needing to download and open. Extensive right-click menu for files and areas. Right-click to create new Libraries and Folders. One-click access to your Favorite document libraries and folders in SharePoint. Automatic creation of Favorites e.g. for Matters for which you are a timekeeper.

44 Client / Matter Centric Operation MacroView DMF Professional for Law Firms includes this tree-view and also features dynamic integration with existing Practice Matter management systems, to streamline working with external Clients and Matters. Client Matter site / library structure. Matters tab lets you pick a Matter that exists in your Practice Management System DMF will display the documents for the Matter. Pending Matters option to support saving of documents in relation to new Matters. Automatic metadata for Client and Matter. Archiving of matters. DMF Professional for Law Firms ships with tools for integrating with existing Practice Management Systems, for both access to and provisioning of new Clients & Matters. Prototype Matter system based on lists.

45 Profiling / Metadata Handling MacroView DMF builds on the inherent flexibility of SharePoint to make profiling / metadata capture a consistent experience that is easier and more efficient than with a traditional DM system. Intuitive DMF Profiling dialog supports all SharePoint field types including Person/Group and External Data. Dynamically reflects library structure new metadata columns appear automatically the next time a document is saved to the Library. Automatic recording of attributes. Personal defaults reduce user profiling effort. Eliminates Document Info Panel (DIP). User-friendly interface for Managed Metadata columns, including browsing of term store hierarchies and type-ahead value selection. Prompt once-only when saving multiple files. Automatic metadata for Client and Matter. Respects / reuses metadata on moving and copying files between document libraries.

46 Intuitive, Convenient Searching for Documents and s MacroView DMF lets you harness the power of SharePoint 2010 (or FAST) Search while you continue to work in familiar applications such as Outlook, Word, Excel and PowerPoint. Supports searching by metadata (including Document ID) and / or content. Finds PDFs based on their text content and s based on text in their attachments. Supports wildcards, saved searches and searches for My Documents. Supports FAST refiners. DMF Search Panels are readily configurable to reflect your metadata usage. Preview search results and browse to related documents while you are working in Outlook. Uses existing SharePoint / FAST indexes no additional indexes or crawls required.