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SharePoint 2013

Should I upgrade?

Speakers

John Bellegarde VP Marketing

Don Waldo CTO

Created Emulators with Mycroft Labs and SoftKlone in the 80’s

Senior developer on CMSOpen then PC DOCS

Co-founder and CTO of Handshake Software

35 Years in Legal Technology

From Wang and VSLUG in the 80’s

To PC DOCS then Autonomy now Handshake

About Handshake Software

Award-Winning Software Organization

Experienced Development Team in ECM & Financial Systems

Pioneer in SharePoint Development

World-wide client base

U.S. – based Development with offices in Atlanta & Tallahassee

Agenda

How is SharePoint used in legal today

What new SharePoint features matter to Legal

Should you upgrade?

What is SharePoint 2013

For Legal?

Revolutionary Technology? Or Something Else

Forrester SharePoint Adoption 3 Barriers: Social, Cloud Mobile

29%

20%

38%

22%

14%

15%

16%

10%

48%

48%

25%

18%

13%

7%

2%

4%

7%

5%

14%

9%

10%

20%

8%

6%

12%

20%

19%

39%

45%

44%

54%

58%

5%

7%

5%

13%

18%

14%

20%

22% Sites (portal/intranet)

Collaboration

Social

Custom internal-facing apps

Content management

Search

Custom external-

facing apps Insights

(BI/analytics)

No plans

to deploy

Planning

to deploy

Deployed,

dissatisfied

Deployed,

satisfied

Deployed, highly

satisfied

Broad Deployment Low Satisfaction?

Source: August 2012 Global SharePoint Usage Online Survey

Low Deployment

“Which SharePoint functions have you deployed and what is your level of satisfaction with them?”

Mobile Adoption


Yes 9%

No 56%

No, but we have a strategy to implement

SharePoint for mobile devices

24%

No, we are waiting for Microsoft to

support the devices we use (e.g.,

Android, iOS) 12%

91% do not provide mobile

access to SharePoint

Cloud Adoption

On-premises in our

data center

82%

Microsoft-hosted

service (BPOS, Office

365, SharePoint

Online)

4%

Hosted version from

a provider other than

Microsoft

5%

On-premises/cloud

hybrid environment

(Microsoft only)

5%

Other

5%

96% do not use

Microsoft Hosted

SharePoint


Handshake Legal Experience

0% 20% 40% 60% 80% 100%

Web Portal/Intranet

Internal Collaboration

Search

External Collaboration

Document Management

Mobile

Public Web Site

Social

Hosting

High Acceptance

in Legal Lower

Acceptance in

Legal

Almost

Invisible in

Legal

Legal SharePoint Use Cases

Successful Use Case

Financial Intranets

Extranets

Collaboration

Search

Unsuccessful Use Case

Document Management

Social

Mobile

Cloud

Agenda



Should you upgrade?

SharePoint 2013 Features Applied to Underserved Use Cases

Enterprise Search

Enterprise Social Networks

Public Web Site

Document & Email Management

The Cloud

The Upgrade

FAST Search becomes

SharePoint Search in

2013!

What is FAST Search anyway?

Product: FAST ESP

FAST was a leader in Enterprise Search

• Now, Microsoft is a leader

Microsoft Purchased FAST in April 2008

• Integrated FAST into SharePoint 2010

Add-on Option to SharePoint 2010

• Expensive

• Less than Autonomy Universal Search (AUS) or Recommind

Gartner Magic Quadrant for

Enterprise Search

? Recommind

SharePoint 2013 Search

Legal Features

• Advanced Refiners

• Document Preview

• Better Best Bets

• Hover Panels

New FAST-SharePoint 2013 UX

• Capacity and Performance

• Crawling Improvements

• Out of the box support for PDF

Admin

Refiners

Make a

Change

Hover Panels

Document

Preview

Handshake

Refiners

Placeholder for cool Search

Screen Shots

Video

Support

Advanced User Experience

Needed for Law Firm Use

Saved Searches

•User Management

Refiners (Facets, Clusters)

•Metadata-browsing of Result lists

Search Scope Control

•Quickly get to the right source

Search Term Highlighting

•Highlight Hits in Results

Document Preview

•Right in the search results

Advanced Search, Relevance Control

•For Advanced Users


Legal SWOT

Strengths

•High Performance, High Capacity Engine

•Great Search Analytics, UX

Weaknesses

•Lacks integration with Legal Applications

•iManage, eDOCS … Aderant, Elite, LexisNexis

Opportunities

•Firms are unsatisfied with older SharePoint Search

•AUS is “shelfware” at the firm

Threats

•Bad experiences with early version of SharePoint

•Recommind has a considerable installed base

Search SWOT


Architecture

Crawl

Search

Admin

Link

Analytics

Reporting

SharePoint

SP Apps

Devices

Non-SP UX

HTTP

File shares

SharePoint

User profiles

Lotus Notes

Documentum

Exchange

folders

Custom - BCS

Public API

Unit of scale/role boundary


Architecture Public API

Unit of scale/role boundary

Extensibility Points

Crawl

Search

Admin

Link

Analytics

Reporting

Search Results

Advance Search

Legal Apps

Handshake Software Search

Connectors

SharePoint 2013 Search for Legal

Handshake Software View

Search is underutilized in SharePoint Implementations

• Lots of opportunities for Improvement

Single most important reason to Migrate to SharePoint 2013

• Cost is no longer a consideration

• FAST was a 6-figure cost in SharePoint 2010

Still requires connectors

• iManage eDOCS ….

• Aderant, Elite, LexisNexis …

Social is so important,

SharePoint 2013 has 2

solutions!

Why Enterprise Social

Networks (ESN) for Law Firms?

Attempt to Capture Tacit Knowledge

• “Traditional” KM has failed at this

Culture and technology problem

• Enterprise Social Networks is a new attempt on the technology side, using a popular culture technique

Opportunity to tie to Business Metrics

• Alerts on billing, new business and the like

SharePoint 2013 ESN for Legal

2 solutions

Native

•Sites, Documents, People ….

•@ Reference people in discussions, and notifies them

•Creates more Metadata to be used in Search!

Follow Nearly Anything

•Think other Social Networks….UX for what you are following.

•You can “Like”, Best Replies

Presented in an Activity Feed

•Badges

“Gamification”

Yammer

• Highly reminiscent of Facebook

Purpose-built Enterprise Social Network

• Team Collaboration

• Company-Wide Engagement

Focus on Business Collaboration

• Web Part on SharePoint with Single Signon

• Mobile Client

Multi-Platform

Follow people,

sites, hashtags,

and documents Filter to see the company feed

and mentions

Share with everyone, or a smaller group

See the pulse of the

company with

trending tags


SWOT

Strengths

•Native Social Features are Highly Integrated

•Yammer is relatively feature rich

Weaknesses

•Still years behind a very fast moving market

•Confusing 2-product, 2-platform strategy

Opportunities

•Firms who want to experiment with Social

Threats

•Market will pass them by

•Lack of business relevance inhibits adoption

ESN SWOT

Enterprise Data in Enterprise

Social

Likes and Follows from Dynamic Pages

• Sensible way to implement 100K Clients!

Enterprise Data in Social Feed

• Marketing Data (new client, matter)

• Financial Data (Goals)

• KPI and Alerts

Glean Social Feed to Matter Pages

• Present Social Data in Context



Several Firms have Experimented

•Implemented “following” and “Liking” in proprietary solutions

Microsoft Strategy is in Transition

•Yammer is the obvious long term play, but has no real on-premise strategy

•The SharePoint features might dominate in the near term

Implement with Caution

•Possibility of a throw away, Social is so new, the risk is minor

•Handshake Software can provide integration with Social Feeds

•Larry Cannell

•“Skip SharePoint, go with Yammer”

Gartner Group

•“SharePoint Enters Its Awkward Teenage Years”

•“Social is one of the least successful SharePoint workloads”

Forrester

SharePoint 2013 supports

standard Web

Development tools!

SP2013 Public Web Site for

Legal - Features

Standards

• Any HTML Editing tool

• Native support for HTML5 & CSSv3

Search Engine Optimization

• Friendly URL’s

Managed Navigation

• Metadata based Navigation

• Aggregate Content Between Site Collections

Cross-Site Publishing

• Query based Content Rendering

Content Search Web Part

• Copy-Paste from Word

• Image Renditions

Usability

SharePoint 2013 WCM

Cross-Site Publishing

1. Content is created

2. Then Crawled

3. Content Search Part

• Triggers Query

4. Results are shown

SharePoint 2013 for Leal

WCM SWOT

Strengths

•Finally Standards Based

Weaknesses

•Reputation as being difficult to use

•Subject to Latency

Opportunities

•Firms that want to move from expensive, “proprietary” WCM Solutions

Threats

•Most organizations have existing Web Content tools

Public Web Site SWOT

SharePoint 2013 Public

Websites - Handshake View

Few of our Clients use SharePoint for Public Websites

•Not to be confused with B2C Extranets, and there are many of these

Public Sites can easily be Segregated

•You can update your public site, and keep the rest of the firm on 2010

Still seems too hard

•When compared to the purpose-built WCM tools

All of these improvements will help build-out great Intranets!

SharePoint 2013 WCM

features for Intranets

Branding • Make it easier to brand Intranets

Publishing • Implement Distributed Publishing

Web Tools • Let your Web Developers work on your intranet

Navigation • More Navigation Options

SharePoint 2013

increments Document and

Email Management

SharePoint 2013

ECM for Legal

•Limited Drag-and-Drop between Outlook and SharePoint

Site Mailboxes

•De-Duping SharePoint Content

Shredded Storage

•Rebranding of SharePoint workspaces (rebranded Groove)

SkyDrive Pro

• eDiscovery Sets

• In-Place Document Holds

• Discovery Export

• Site-based Retention

Non-Legal Features

2013 Site Mailbox

In Operation

User Stores an Email in a Site Mailbox

Attachments are copied into SharePoint

Mail Message Stays in Exchange “where it belongs”

Synchronization of Metadata

Other Users Can access the attachment directly in SharePoint

2013 Site Mailbox

Early Evaluation

• First useful feature that Integrates SharePoint and Exchange

Microsoft Collaboration

• Tries to leverage the strength of both products

• Requires the latest version of both products

Attempt at Getting the Best of Both World

• Outlook remains a poor place to natively tag Metadata

Questionable on Metadata

• This has not been a good idea for anyone else in the past

Content in Two Places?

SharePoint 2013 ECM for Legal


Does not begin to address the basic legal needs

• Full Email Integration

• Profile from Practice Management Metadata

• Matter-Centricity

• Present only relevant Information to the Attorney

SharePoint 2013 remains an enabling technology for ECM

• Tools like Handshake Software DM/Email Director are required for Law firm use

SharePoint 2013 to the

Cloud

SharePoint 2013 in the Cloud

What Exactly do we mean?

NOT A PRIVATE CLOUD

•That works just like onsite!

Office 365

•Special version of SharePoint

Does it have the Features, Privacy and Performance Law Firms Need?

•You really have to look at what is not there….

SharePoint 2013 in the Cloud

Still Not There Yet

Existing Customizations

• You cannot easily move customizations to the cloud

Most Existing Web Parts

• Do not work in the cloud

Integrate 3rd party data

• Tools do not exist

• 3rd party data is on-premise

Missing Features

• Cross Site Publishing

• Content Search

• Faceted Navigation

Weak BI

• 3rd party databases

Content Limits

• Hard limits or $/GB/MO overages

SharePoint 2013 for Legal

Other Interesting Features

App Model

• Company and User App Stores

• Mechanism to package future Handshake Apps

OAuth/OData

• Standards based Database and Security Systems

• Makes it easier for Handshake to interact with SharePoint Data

BCS

• OData Support

Mobile

• Office Mobile Web Apps

• Device Channel

Agenda



Should you upgrade?

Upgrade Process

SharePoint Upgrade

No Upgrade-in Place

•Need new hardware

•“Database Attach” Upgrade

SharePoint 2010 and 2013 cannot co-exist

•On a single Server

Handshake Upgrade

Handshake Web Part

• DO Nothing!

• Existing Web Part just works!

Search

• Updated Protocol Handler

• Re-Index is required

• (Re-Index is a 2013 requirement)

Handshake Software Upgrade Legacy

100% upward compatible between

SharePoint Releases

Web Part, Jumpstart

SharePoint 2003

Content Designer, Replication

SharePoint 2007

FAST, ListGuru, DM Director

SharePoint 2010

HTLM5, APP Model

SharePoint 2013

From SharePoint 2003 – 2013

•Web Part, Controls, Integrations, Pages

Handshake 100% upward compatible

Never a need to re-code

Our existing 2010 web part works in 2013 today!

Should you upgrade to

SharePoint 2013

Feature Driven

• Search

• Possibly Social Networking

• Solutions available from 3rd Parties

New Initiative

• We are starting something new, and want a new platform

Timing

• Your SharePoint 2003/2007 system is getting long in the tooth

Yes

definitely

It is

certain Signs point

to yes

Handshake Software is Ready

to Support You

• Work on 2013 today

Products

• Integrations

Proven to be Version Independent

• Experienced with 2013

Consulting Services

Why Handshake Software

#1 in the Legal Market for SharePoint

Benefits

Experience Company and Personnel

Advanced Technology and Methodology

for SharePoint

Vast Library of LOB and ECM Integrations

Many Repeat Customers

Competitive Advantages

Quicker Implementations, time-to-

benefit minimized

Easy Customizations, Leverage all

levels of IT Skills

Low Risk Solution, Insulate from

Platform Risk

Reach to Change quickly, Ensure

Portals are Fresh