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SharePoint – The Window to Your Firm

Presented by Tim Kenney

August 21, 2014

Thank you for being here today

Presenter:

Tim Kenney, Esq VP, Client Success, Handshake Software

Tim Kenney

Your Window is Different! Even with 3rd Party Tools – One Size Never Fits All!

Business Goals

Most Important

What are you trying to accomplish?

Every Firm is Unique

Couple Goals with Culture (What “everyone else” is

Doing doesn’t matter)

Be Realistic Buy? Build?

Starting with a Small success can build

Upon itself

What Factors Play Into Your Window? Several Considerations

Firm Culture Staff and Budget

DO:

• Use the best of what SP Offers (e.g.

Lists, Search)

• Configure with tools instead of custom

code/script (when possible)

• PERSONALIZE

• Integrate as much as makes sense for

richer experience

• Focus on presentation

SharePoint Project Best Practices Do/Don’t

DON’T :

• Think in “web parts”

• Give them the same thing in a

different color box

• Build Rome in a day

• Think native SharePoint has to be

the best answer

• Think you’re finished

There’s no one RIGHT way – but several bad approaches!

Business Goal – Get Lawyers Timely and Easy Access to Information from ALL firm systems Personalized Intranets

Business Goal – Closer Client Relationships

Levenfeld Pearlstein Extranets

Industry Specific

Multiple Client Access (Secured and Personal)

Client Specific

Multiple Practice Groups

Extranet Slides

Extranet Slides

Extranet Slides

Extranet Slides

Thank You

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