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ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

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#ILTA #ECMPG2 Dashboards, Portals and SharePoint for ECM #ILTA #ECMPG2 Presented By: Richard Harbridge, Sean Luman, Tony Adelman, & Guy
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Page 1: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Dashboards, Portals and SharePoint for ECM

#ILTA #ECMPG2

Presented By: Richard Harbridge, Sean Luman, Tony Adelman, & Guy Wiggins

Page 2: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

1.Internally Developed2.OpenText SeeUnity3.HubbardOne XMLaw4.Handshake5.Recommind/Decisiv6.FAST7.Reporting Tools (SSRS, Crystal etc)8.Other9.TBD

Exposing Content Through Tools: What Tools Do You Use?

Page 3: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Page 4: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Page 5: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

1.Publisher/Industry Data2.Experience/CRM Data3.Document Data4.Competitor Data5.Individual/Attorney Data6.Other Data

Beyond Basic Financial Data Do You Aggregate/Expose?

Page 6: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Page 7: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Page 8: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 9: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 10: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 11: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 12: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 13: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Loeb & Loeb

Page 14: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Handshake Relationship Toolkit

Kelley Drye

Page 15: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Page 16: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Page 17: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Page 18: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Avepoint File Share Connector

Page 19: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Avepoint File Share Connector

Page 20: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

See Unity DM Integration

Page 21: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

See Unity DM Integration

Page 22: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

SQL Reporting Services

Page 23: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Native SharePoint Doc Libraries and Lists

Page 24: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Page 25: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Native SharePoint Doc Libraries and Lists

Page 26: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Native SharePoint Doc Libraries and Lists

Page 27: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

Native SharePoint Doc Libraries and Lists

Page 28: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

What’s Next – FAST For SharePoint

Page 29: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

What’s Next – FAST For SharePoint

Page 30: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

What’s Next – FAST For SharePoint

Page 31: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Kelley Drye

What’s Next – FAST For SharePoint

Page 32: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Bracewell & Giuliani

Page 33: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Bracewell & Giuliani

Page 34: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Build vs Buy:How Did You Decide?

Page 35: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

How Does Your Firm Measure The Benefits?

Page 36: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

What Benefit Have You Seen For Your Employees And Clients?

Page 37: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

What Is The Most Used Feature/Data At Your Firm?

Page 38: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

What Is The Most Requested Feature/Data People Wish They Had?

Page 39: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

What Are A Few Of The Things You Wish You Had Known?

Page 40: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Successfully Leveraging Tools To Expose Content & Data Requires…

Page 41: ILTA AC2DC 2012- Dashboards, Portals and SharePoint for ECM - ECMPG2

#ILTA #ECMPG2

Thank You Questions? Ideas? Feedback? Let Us Know:

Sr. SharePoint Architect: Richard Harbridge

[email protected]@RHarbridge

SharePoint Developer/Analyst: Tony Adelman

Director of Knowledge Management: Sean Luman

www.BGLLP.com [email protected] @wSeanie68

Director of Practice Management: Guy Wiggins

www.KelleyDrye.com [email protected]

www.LOEB.com [email protected]


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