SHAREPOINT 2010 & OFFICE 2010 BETTER TOGETHER

Norm ThomasLitéra

Jennifer Potter Beaudette Fish & Richardson

SHAREPOINT 2010 & OFFICE 2010

THINGS THAT AREBETTER TOGETHER

• PEANUT BUTTER & JELLY• BRICK & MORTAR• BONNY & CLYDE• RUM & COKE• CAKE & ICE CREAM• CHEESE & CRACKERS• BREAD & BUTTER• BACON & EGGS• YING & YANG• MILK & OREOS• WRIGHT BROTHERS

LOCAL & REMOTE

Use Office Anywhere• Viewing and Editing Documents, Spreadsheets, Presentations, and Notebooks in a Browser.• Save time and resolve issues faster.• Support telecommuting.• Requires connectivity to firm resources.• Most Smartphones using the microbrowser standard (iPhone, RIM, Symbian and Windows Mobile)• Access and respond to information securely from virtually anywhere.• Content changes and fidelity are maintained across locations and devices.• Attorneys in different locations can share, edit, and comment on documents or presentations from

their mobile devices with a familiar experience that is tailored to mobile devices.

ExampleEnable people who travel without a PC to comment on a press release. Finance Director, Robert Lyon, is heading out for a long weekend in the country. He leaves his PC behind but brings his mobile device. While he is away, some late-breaking firm news requires him to review and edit a press release.

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LOCAL & REMOTE

<2010 2010

View and Edit Documents froma Mobile DeviceView and Edit Documents, Spreadsheets, Presentations, andNotebooks in the BrowserInfoPath forms from a Web browser or mobile device, online or offPublish Documents to the Web through the BrowserBroadcast Presentations from a mobile device

CONNECTED & OFF-LINE

Practical Productivity Platform• Stay productive anywhere whether working at the office, at a client site or court, or from home.• Tools seamlessly synchronize online and offline changes.• Save time working away from the office.• Resolve client-attorney or other issues faster.• Work from more locations.• Stay up-to-date,.• Working Offline with improved access

ExampleMarketing Director, Jeff Phillips, is traveling from the U.S. to the Far East for several client visits. He wants to update a presentation for a product launch while he is on the plane or in the hotel.

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CONNECTED & OFF-LINE

<2010 2010

Collaborate Offline and Online

Incremental Synchronization

InfoPath forms from a Web browser or mobile device, online or offPublish Access Databases to the Web including SharePoint lists

Fill in Forms Offline

REPORTING & ANALYSIS

Bring Ideas to Life• Draw insights from complex or disparate data sets.• Capture, search, and reuse different types of content more easily. • Formatting and Analysis with Data Slicers in Excel and PowerPivot for Excel 2010.• Publishing and Sharing Through Office Backstage view and Excel Services.• Make Better Decisions and React Quickly to Change.• Decrease IT cost of generating reports and Avoid cost of 3rd party BI solutions.• Provide self-service access to information to help practice managers make more informed

business decisions • Create and share powerful analysis from desktops or browser.• Improved analysis capabilities.

ExampleProvide attorneys with self-service access to billing information to analyze massive data sets. Director of Business Development, Mike Miller, wants to see how his firm’s billing and receipts are going so far this year.

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REPORTING & ANALYSIS

<2010 2010

PowerPivot for Excel 2010

Publish and Share Through Excel Services

Use Office Backstage View

Access SharePoint Templates

Apply PowerPoint Themes to SharePoint SitesVisualize and Use Reusable Workflows

CO-AUTHORING & COLLABORATION

Work Better Together• Work simultaneously with the same documents, data, and information• Share ideas with colleagues, partners and clients, and to deliver results regardless of where they

are, or if they are connected or on the go.• Enable people to respond faster.• Co-authoring Documents and Presentations• Reduce client response time and document turnaround timeframes• Reduce re-work and time spent reconciling document changes• Accurately and quickly respond with information that is pulled together from various experts across

the organization. • Resources in various roles and practices need to combine information in a variety of ways

ExampleDirector of Client development, Jane Mollerup, must work with the Head of the IP Practice, Sean Chai, and the Finance Manager, Jim Kim, to put together an accurate and up-to-date RFPdocument quickly.

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CO-AUTHORING & COLLABORATION

<2010 2010

Co-author Documents and PresentationsSimultaneously Edit Spreadsheets and Notebooks

Share a Team Notebook

Broadcast Slide Shows inPowerPointSave Documents and Presentations Directly to SharePoint from Office

SHAREPOINT & LITÉRA

• Secure, database of auditable history

• Not a WIKI, no overwriting, no conflicts in real time editing and the original remains modifiable only by the owner.

• See all comments in one location and accept, ignore question or edit those comments

• Synchronous or Asynchronous

• Adaptable to any DMS

• Offline capability• Invite unlimited

collaborators • Embedded OLE

objects (Excel, Visio, Jpegs etc.) retained

FISH & RICHARDSON

SHAREPOINT 2010 & OFFICE 2010

HISTORY

Implemented Sharepoint 2010 (in conjunction with 2003 & 2007)

Participated in Microsoft Technology Adopters (TAP) & Rapid Deployment (RDP) Programs for Office 2010

Completed Windows 7 & Office 2010 Deployment across the Firm (11 offices)

2009

2009

2010

SESSION GOALS

• Highlight features that are under-used and provide significant business value

• Prove non-programmers can add significant business value

• Spark interest & encourage initiative to add business value

THREE TANGIBLE BUSINESS VALUE ADDS

Sharepoint 2010

Visio & InfoPath

2010

Document Collaboration

OneNote2010

PROCESS IMPROVEMENT FACTS

• Your business is full of process improvement opportunity

• Process improvement opportunities are never-ending and always evolving

• Non-programmers can add significant business value (automation)

• Sharepoint designer is free

PROCESS AUTOMATION – WHAT VISIO 2010 BRINGS TO THE TABLE

New template – Microsoft Sharepoint Workflow (.vwi)

CreationEditingVisualizationLearning*

VISIO 2010 – SHAREPOINT DESIGNER INTEGRATION

BONUS - INFOPATH 2010

• Web-based forms (Forms Services)

• New 2010 Sharepoint list data connections• Multiple choices, multiple lookups,

person/group picker (Active Directory), signature line

• Rules manager• Single-click publish

Still using MS Word to build forms? Ouch.

IMPLEMENTATION EXAMPLES

Sharepoint Requests/OneNote & Extranets

Staff Request/Approvals

Project Intake Requests

Invoice Processing

Work Assignments

Absence Requests/Approval

SHAREPOINT 2010 & ONENOTE 2010 FACTS

• OneNote alone provides significant value• OneNote is viewable/editable via web

browser or client application• Synchronization/Co-Authoring• Security via sharepoint• Versioning• Mobile

Collaborative

Flexible/Any ContentEASY to use

VARIED USE

Notebooks

Shared

InternalSharepoint Application400+

ExternalSharepoint Extranets

50+

Individual

LocalThousands

ONENOTE USES & BEST PRACTICES

• Case/Matter Notebooks• Practice Specific Templates• Request Workflow• Exposure of Access Link in Various Apps

• Administrative Notebooks• Templates (meeting minutes, etc.)• Project Management• Specifications• Handbooks• Committee & Task Force• Personal

ONENOTE VISUALS

DOCUMENT COLLABORATION (CO-AUTHORING) VIA SHAREPOINT 2010

• Works with MS Office 2010 documents (Excel with Web Apps Only)

• Simultaneous editing by multiple authors (no limit found)• Document, paragraph, sentence, new pages, etc.

• Track change capability with roll-back• Versioning (if turned on)

• Integration with Lync/Communicator• On-Screen Visuals – who, what, where, when• DON’T – use the check-out feature

CO-AUTHORING VALUE

• Documents are often co-authored• Concurrent vs. Sequential = Efficiency• Reduction in overhead/administrative burden

associated with reconciliation of multiple copies

• Reduction in time & cost • Increased integrity of the work product• Security (Access & Content)

CO-AUTHORING

• Tested up to 18 authors simultaneously• Co-Authoring initiative supported by Re-

Engineering Committee• COMING SOON – custom launch from DMS

DISCUSSION & QUESTIONS

Norm ThomasLitéra

Jennifer Potter Beaudette Fish & Richardson