Best Of Breed vs The Single Platform

Terry CoyneManaging DirectorSword ECM

Agenda Sword Group & Legal Experience Best of Breed versus Integrated Platform Integrated Platform - Building on Microsoft Investment

Sword’s Excalibur SharePoint 2010 Legal DMS Leveraging Office - Document Centric Integration Leveraging Outlook – Storing all Content for Matters Leveraging SharePoint – Integrating with Internal & External Portals

Roadmap to a SharePoint DMS – Plan for a Successful Migration

Sword Group

Broad range of specialist IT solutions

Services – Digital Marketing & Communications – Software applications

Financially strong, growing, profitable & secure

1500 experts – offices in 20 countries - $250m revenue

History of pioneering business solutions on technology platforms

Legal - Finance – Insurance - Healthcare - Energy

Enterprise Content Management & SharePoint focus

20 years in Document Management / Portal solutions

Global SharePoint SI – over 200 engagements; 2 of worlds 10 largest

Value driven

Specialist high value consulting with Offshore & Blended models

Helping clients leveraging more value from investments in Microsoft platform

Sword’s New York Clients

Sword’s SharePoint Clients

Sword’s Legal PedigreeDocumentum DMS & e-desktop application

Documentum DMS

eRoom portal

SharePoint website & workflow

SharePoint DMS migration from OpenText/Hummingbird DM5

SharePoint architecture strategy & support

SharePoint Excalibur DMS & client extranet

SharePoint intranet

SharePoint intranet/extranet

SharePoint portal

Investing in IT - Best of Breed or Integrated Platform?

Public Websites

Client Extranet

Collaboration

Portal

Workflow (CMI)

Know How

Document Creation

DMS

Traditional Buying Patterns:Separate Non Integrated Platforms

The New Wave:Single Holistic Integrated Platform

Single Platform - Integrating Systems, Data, People

Single Integrated Platform:On Premise or Cloud or Both

Training

Hardware

Admin

Admin

HardwareHardware

Admin

Training

Training

Traditional Best of Breed - High Cost Of Ownership

SharePoint Environment Administrators

DMS Environment

Email Management Environment

Costs

Single Platform Approach - Low Cost Of Ownership

SharePoint Environment

Costs

Administrators

Training

Hardware

Admin

With Sword’s Excalibur DMS

Training

Introducing Sword’s Excalibur SharePoint DMSUser Centric - Designed by Lawyers – Built by Sword

Leverages & Extends Platform Investment – built directly in SharePoint

Extensible – benefit from all SharePoint capability – extranet, workflow, websites

Low Cost Of Ownership – Microsoft single platform, no specialist skills needed

Integrations with Line Of Business systems incl. CRM, PMS, ERP, Outlook

Simple & Intuitive – designed “by users for users”; rich, concise user experience

Modern Approach – what users want today, no legacy!

Minimal training & change management

Migration from legacy DMS platforms

Roadmap to a Successful SharePoint DMS Migration

Sword Proven Migration Methodology

• Identify sources

Bespoke scriptsOur own toolsThird party toolsA combination of these

Map attributesTransform contentReplicate securityVersions, attachments and links

Big bang or Load & SyncVolumesTiming for the businessRoll back plan

• Choose the tools

• Configure and develop

• Testing

= successful migration

• Pre-migration analysis

• Data cleansing

• High level plan

Existing DM systemsFile systemsIntra and extranetsArchives

Excalibur DMS – Leveraging Office

Intuitive document creation with built-in templates

Adding matter centric metadata directly via Office UI

Adding value to Office ribbon with Excalibur ribbon

Rich SharePoint integrated and metadata based searching

Consistent matter centric experience across Office suite

Exposing SharePoint document security directly within Office UI

Excalibur DMS – Leveraging Outlook

Drag and drop emails to client and matter centric tree view

Background/bulk email import facility freeing up screen

Excalibur ribbon Attach content to Emails

as link or original content “File as you go” saving

emails to matter Email filing “One-Click

Suggestions”

Excalibur DMS – Leveraging SharePoint

Uploading Content Saved Searches Quick Search Profile Search Users Recently Edited

Thank You - Now For The Live Demo!...