Confluence is at the core of everything at Blue Mountain Capital, a leading investment management firm. In this talk, you'll learn how Confluence can be used as a platform for business applications through the use of third-party add-ons and custom-built extensions.

1. #atlassian

2. Confluence Application Development
Collaboration in the Financial Sector and Beyond
Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management

3. Background
Agenda
• Background
• Our Story
• Analysis
• Standardization
• Automation & Customization
• Key Takeaways

4. Background
Company Background
• NYC based Hedge Fund
• Founded in 2003
• One of the top 50 largest hedge fund managers

5. Background
How Do We Manage Growth?
Head Count

6. Background
Collaboration is Not Optional!
From the start we have adhered to a
consistent set of goals and principles
• Create an enduring institution
• A client focused fiduciary
• Operating as an integrated, collaborative
partnership with no silos
• Constantly innovating
• Absolutely committed to integrity and the pursuit of
excellence
We’ve undertaken a wide array of
initiatives to manage growth and culture
• Governance
• Training and development
• Communication and collaboration
technology
• Incentives and rewards consistent with
collaborative culture
• Added significant leadership experience
• 3 additional new partners in 2013

7. We believe strongly in the power of collaboration.
It is our view that diversity of thought and cross-firm
collaboration lead to the best outcomes for
our investors and the most enriching workplace.
We expect our employees to collaborate not just
with those in their particular functions, but also
with a broad array of employees from every sector
of the firm.
BLUEMOUNTAINCAREERS.COM
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8. Background
• Initially used for technical documentation & blogging
• Spread to other teams
• Standardized as our collaboration platform

9. Analysis

10. Analysis
Usage and Content Analysis
140
120
100
80
60
40
20
0
Contributors
800
700
600
500
400
300
200
100
0
Pages Created

11. Analysis
In-depth Analysis
Content by Space Type
10%
24%
5%
61%
Collaboration
Knowledge
Private
Team
Power Users

12. Analysis
BlueMountain Confluence Summit
• Attended by CEO and Power Users
• Reviewed analysis and proposed new initiatives

13. Standardization

14. Standardization
Knowledge Bases
• Categorized all spaces
Team
Collaboration
Knowledge
• Evergreen Content
• Cross Functional
• Central directory and
search

15. Standardization
Templates
• Traditional
• Meeting Notes
• Projects
• Reporting
• Blueprints
• Alerts
• Live Templates
• Templates inside Templates

16. Automation &
Customization

17. Automation & Customization
Confluence as a Business Platform
• DealHub
• Illiquid deal pipeline
• Deal Lifecycle
Management

19. Automation & Customization
Confluence as an Intranet

20. Automation & Customization
Profile & Interactive Floor Plan

21. Automation & Customization
Onboarding Task List

22. Automation & Customization
Timesheet

23. Automation & Customization
Events

24. Automation & Customization
Designing Flexible Solutions
• Look to solve big problems, not just the one at hand

25. Automation & Customization
Examples of our Add-ons and Macros
Enhanced Table
File Browser
Custom Email Notifications
Bindings to Proprietary Systems
Code Regions

26. Conclusion
Where are We Now
February 2014
August 2014

27. Key Takeaways
#atlassian

28. Management
Encouragement
#atlassian

29. Evergreen Content
#atlassian

30. Be Intentional
#atlassian

31. Uncertainty is OK
#atlassian

32. One on One
Training
#atlassian

33. Use Atlassian
Network

34. Thank you!
Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management