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InterAction: A Different Perspective Using Your Firm’s PortalPresented by:
Ayelette Robinson, Practice Resources Attorney Morrison & Foerster LLP
InterAction Peer Group
Global Perspective
Tim Jones, Web DeveloperBracewell & Giuliani LLPMatt Dixon, WebmasterWaller Lansden Dortch & Davis LLP
Agenda
Making InterAction Actionableleveraging your firm’s portal (and a few data sources too) to transform contact information into business knowledge
Integrating InterAction with Portals
InterAction Peer Group
Global Perspective
Integrating InterAction with Portalsprepare the integration, design the presentation, build the solutionBuilding InterAction Solutions for Your SharePoint Portalusing sharepoint designer and SQL to surface contact information in your portal
What do we know about this contact?
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What we could know…
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Making InterAction Actionable
“You Are Here” Ideal StateThe Journey in Between
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The Journey in BetweenRules of the RoadEverything I know I learned from integrating InterAction with my firm’s portalNext Stop
“You are here”(aka Current Challenges)
Information about contacts is:
Growing every day
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Spread across disparate sourcesOut of context
Time and effort wasted finding and contextualizing
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Ideal State
Information about contacts is:
Reliable, up-to-date
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Accessible in one placeContextualized (“actionable”)
Right expertise, right relationships, right at your fingertips
Logistics – contact info, employer, website
Background – education, employment history
The Journey – Know the Data You Need
InterAction Peer Group
Global Perspective
Business – mission statement, industry, news, transactions
Relationships – who knows whom, from where, since when
Culture – interests, expertise, associations, social networks
CRM (InterAction)Name, title, company, address, website, etc.
HR
The Journey – Know the Data
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Details of the relationship contacts in your organizationECMDocuments, emails
BillingMatter and project information
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Automate the maintenance process when possibleOutlook syncingRelationship discovery
The Journey – Get the Data
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Entity extractionIntegrate processes within users’ existing workflowsEmail auto-filingExpense reimbursement process
To keep it easy, simple, and up-to-date
The Journey – Connect the Data
Contextualize data about your contacts, with:Internal personnel information
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pRelated project informationRelated content
(Hint: think mashups, tagging, web 2.0)
The Journey – Make it Actionable
SimpleIntuitiveS h bl
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SearchableRefineableMultifacetedMultilayered
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Demo of AnswerBase
O li D
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Online Demo:www.mofo.com/AnswerBase
AnswerBase HomeContact:Acme
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Contact ResultsAnswerBase
Enhanced by
Relationship
Discovery
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Filter by Relationship
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Analyzing Email Traffic
Contact Full View
HR
Contact Full View
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Marketing
Project Management
CRM
ECM
Billing
Connections in ContextConnections
In Context
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Connections in Context 2Connections
In Context
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Related PeopleRelated People
Internal & External
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Related ContentRelated Content
Provides Context
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Related ProjectsRelated Projects
And Status
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Contact Full View
Related Contacts
Related M tt
Have we
mentioned
Mashups?From CRM
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ContactsMatters
Related Documents
Related Personnel
Rules of the RoadPrivacyExpose only public recordsDo not rely on users’ contribution
Security
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SecurityRespect underlying systemsDevelop additional security rules
Transparency and RelevancyShow why each result is relevantExplain the context
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Everything I know I learned from integrating InterAction with my firm’s portal
Know Your GoalsContext, Accuracy, Simplicity
Know Your Limitations
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Know Your LimitationsBudget, Resources, Time
Know Your SuccessShort- and long-term, Measurable
Everything I know I learned from integrating InterAction with my firm’s portal
Know Your PoliticsFocus groups, Friends in top management
Know Your Vendor
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Know Your VendorIndustry focus, Aware of your limitationsSimultaneous proofs of concept
Know Your Knowledge (or lack thereof)Hire an experienced consultant
Next Stop
Entity extractionLink to external sites, complete missing information
Social tagging
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Social taggingLet your users do the talking
Wikis, blogs, networksContext galore
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Remember how important context can be
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Integrating InterAction with Portals
Prepare the IntegrationDesign the PresentationBuild the Solution
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Build the Solution
Prepare the Integration
What are portals?How does integration work?InterAction is designed for integration
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InterAction is designed for integration
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What are portals?
Entry points for multiple sources of dataCentered around a topic or entityWeb sites
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Web sitesPublic (external) or private (internal to the enterprise)Requires system integration
How does integration work?
Systems integrate when they have something in commonIntegration relies on unique IDs to map entities
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gacross systems
InterAction is designed for integration
Single and multi-valued user-defined fields (named additional fields)
Store IDs from other systems to map entities
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Store entity data from other systems to reduce your efforts in the portal
Systems integration tool included (Application Collaboration)Integration issues handled by data stewards
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Design the Presentation
Choose a data retrieval optionChoose a display methodMicrosoft SharePoint solutions
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Microsoft SharePoint solutions
Choose a data retrieval option
Database queryWeb clientXML methods
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XML methodsSQL Server Reporting Services
Choose a display method
Custom programmingScreen scraping
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Microsoft SharePoint solutions
SharePoint Web partsOther SharePoint solutions
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SharePoint Web Parts
Page ViewerContent EditorSQL Report Viewer
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SQL Report ViewerXMLData ViewBusiness Data Catalog
Other SharePoint solutions
Custom web part3rd party web part.NET custom control
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.NET custom control
.NET User Control with SmartPart Web PartSharePoint 3.0 Application Pages
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Build the Solution
Call the XML methodCreate the XML Web Part
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Call the XML method
Use port 8100accountName parameteruserPassword parameter
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userPassword parameter
Create the XML Web Part
Insert XML Web PartEnter path for XML methodEnter path for XSLT file
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Enter path for XSLT file
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Building InterAction Solutions for Your SharePoint Portal
Using SharePoint Designer and SQL to surface contact information in your portal
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Current Environment
Interaction 5.1 SP3MOSS 2007Sharepoint Designer 2007
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Sharepoint Designer 2007Custom SQL queries to IA databases
Required Intranet Features
Firm ContactsFirm PhotosDepartment Contacts
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Department ContactsPage CoordinatorsDepartment DirectoriesFloor Maps
Custom SQL queries to IA databases
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Firm ContactsDataView – Sharepoint Designer
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Firm PhotosDataView – XSLT – Sharepoint Designer
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Page Coordinators - DirectoriesDataView – Template Web Part – Sharepoint Designer
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Floor Map
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Floor MapsIn-Depth
RequirementsDisplay on intranetContact information
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Standardized office numbersDepartments by color codeOffice moves in real-timeLink to Interaction
Floor MapsIn-Depth
CreatedCustomWeb App
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Web App
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Floor MapsIn-Depth
CreatedGlobalAdditional
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AdditionalFields
Floor MapsIn-Depth
Createdimage mapsfrom architectural
DWG
VSD
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from architecturaldrawings
VSD
JPG
Floor MapsIn-Depth
InteractionDataDictionary
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Dictionary
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Floor MapsIn-Depth
SQLQueries –Full Query
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Full Query
Employee Info
Floor MapsIn-Depth
SQLQueries –Sub Query
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Sub Query
All Phones
Floor MapsIn-Depth
SQLQueries –Sub Query
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Sub Query
All PhonesPivot Table
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Floor MapsIn-Depth
SQLQueries –Sub Query
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Sub Query
EmailAddresses
Floor MapsIn-Depth
SQLQueries –Sub Query
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Sub Query
Custom Fields
Floor MapsIn-Depth
SQLStoredProcedures –
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Procedures
GetEmpInfoByIDGetEmpInfoByID_Alt
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Floor MapsIn-Depth
SQLStoredProcedures –
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Procedures
GetAllEmpsByIDGetAllEmpsByID_Alt
Floor MapsIn-Depth
Demonstration
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Captivate
Future Revisions
Use InterAction Reporting ServicesFirm ContactsFirm Photos
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Page coordinatorsDepartment directoriesFloor maps
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Questions?
Questions?Ayelette [email protected] demo: www.mofo.com/answerbase
Tim Jones
InterAction Peer Group
Global Perspective
Tim [email protected]: http://simplyaprogrammer.com
Matt [email protected]: http://www.mjd-designs.com/blog