Building Intranet Essentials Affordably with SharePoint<br />
FICTION: Only big firms can afford to use SharePoint<br />FACT: Small and mid-size firms can get tremendous value from the...
Allows you to distribute management of your Intranet to the content owners
Content can be targeted based on users, practice groups, office location, etc.
Reduce firm-wide emails!</li></li></ul><li>DEMO<br />
SharePoint Best Practices<br />
<ul><li>Find the business case(s)
New matter intake
Dashboards (Client/Attorney/Matter)
Financial reporting
Expertise Database (internal/external)
New hire onboarding
Invest in up-front planning
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Intranet Essentials for Law Firms

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Intranet Essentials for Law Firms

  1. 1. Building Intranet Essentials Affordably with SharePoint<br />
  2. 2. FICTION: Only big firms can afford to use SharePoint<br />FACT: Small and mid-size firms can get tremendous value from the standard features and functionality of SharePoint, without spending on extensive customizations or third-party products.<br />Intranet Essentials<br /><ul><li>SharePoint is a portal and development platform for your next generation Intranet
  3. 3. Allows you to distribute management of your Intranet to the content owners
  4. 4. Content can be targeted based on users, practice groups, office location, etc.
  5. 5. Reduce firm-wide emails!</li></li></ul><li>DEMO<br />
  6. 6. SharePoint Best Practices<br />
  7. 7. <ul><li>Find the business case(s)
  8. 8. New matter intake
  9. 9. Dashboards (Client/Attorney/Matter)
  10. 10. Financial reporting
  11. 11. Expertise Database (internal/external)
  12. 12. New hire onboarding
  13. 13. Invest in up-front planning
  14. 14. Survey stakeholders from different practice groups
  15. 15. Content must be timely and relevant
  16. 16. Brand your Portal
  17. 17. Consider third-party tools for cost-effectiveness
  18. 18. Create a formal Governance Plan</li></li></ul><li>What You Can Do Today<br />
  19. 19. <ul><li>Standard Edition CAL
  20. 20. Application Launch
  21. 21. Firm Directory
  22. 22. Experts Directory
  23. 23. Form Library (consolidate PDFs)
  24. 24. Contact Management (Firm Rolodex)
  25. 25. Practice Group Sites (Announcements, Blog, Links, Documents)
  26. 26. IT Site (FAQs, Help Desk Requests, Links)
  27. 27. Calendars
  28. 28. Summer Associate Site (Bios, event schedule)
  29. 29. Simple Attorney Dashboard (MySite)
  30. 30. Vacation & Schedule Management</li></li></ul><li><ul><li>Enterprise Edition CAL
  31. 31. Form Library (PDFs and online forms)
  32. 32. Integration using Business Data Catalog
  33. 33. InfoPath Forms with Workflow
  34. 34. New matter intake
  35. 35. Conflict checks
  36. 36. Employee Onboarding
  37. 37. Expense Reports
  38. 38. Matter Dashboards with BDC data
  39. 39. Business Intelligence Tools (KPIs)</li></li></ul><li>What You Can Do Tomorrow<br />
  40. 40. <ul><li>Going to the Next Level
  41. 41. Integrate with document management, time and billing, HR systems
  42. 42. Connect attorney and matter dashboards
  43. 43. Develop secure client extranets
  44. 44. Streamline business processes
  45. 45. Replace point solutions
  46. 46. Replace Excel as database
  47. 47. Replace legacy Access databases
  48. 48. Replace Outlook as hard drive</li></li></ul><li><ul><li>Affordable Additions
  49. 49. MasterThemes.net
  50. 50. Bamboo Solutions
  51. 51. CodePlex (for developers)
  52. 52. Extranet Collaboration Manager (SharePointSolutions.com)
  53. 53. Other Additions
  54. 54. Handshake Software
  55. 55. XMLaw
  56. 56. Webparts from your vendors, e.g., iManage
  57. 57. Enterprise Search
  58. 58. AvePoint</li></li></ul><li>Plan ahead…SharePoint 2010<br /><ul><li>Public beta now available
  59. 59. Only runs on 64 bit - both SharePoint, and SQL and Win Server 2008
  60. 60. Upgrade browsers to IE 7
  61. 61. Install Service Pack 2 and run upgrade checker tool
  62. 62. Version to version upgrades: If you are on 2003, consider an upgrade to 2007 now
  63. 63. Keep up with the news on sharepoint2010.microsoft.com and the SharePoint Team blog</li></li></ul><li>Thank you for attending!<br />traceyklein<br />tracey.klein@mindSHIFT.com<br />
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