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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.
Example
Enable 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.
2010
pre2010
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LOCAL & REMOTE
<2010 2010
View and Edit Documents froma Mobile Device
View and Edit Documents, Spreadsheets, Presentations, andNotebooks in the Browser
InfoPath forms from a Web browser or mobile device, online or off
Publish Documents to the Web through the Browser
Broadcast 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
Example
Marketing 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.
2010
pre2010 ①
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②
②
③
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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 off
Publish 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.
Example
Provide 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.
2010
pre2010 ①
①
②
②
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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 Sites
Visualize 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
Example
Director 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 RFP
document quickly.
2010
pre2010
①
①
②
②
③
CO-AUTHORING & COLLABORATION
<2010 2010
Co-author Documents and Presentations
Simultaneously Edit Spreadsheets and Notebooks
Share a Team Notebook
Broadcast Slide Shows inPowerPoint
Save 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
OneNote
2010
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
CollaborativeFlexible/Any ContentEASY to use
VARIED USE
Notebooks
Shared
Internal
Sharepoint Application
400+
External
Sharepoint Extranets
50+
Individual
Local
Thousands
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