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SharePoint – The Window to Your Firm Presented by Tim Kenney

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Page 1: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

SharePoint – The Window to Your Firm

Presented by Tim Kenney

Page 2: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

August 21, 2014

Thank you for being here today

Presenter:

Tim Kenney, Esq VP, Client Success, Handshake Software

Tim Kenney

Page 3: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

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

Page 4: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

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

Page 5: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

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!

Page 6: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

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

Page 7: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 8: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 9: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 10: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 11: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 12: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Business Goal – Closer Client Relationships

Levenfeld Pearlstein Extranets

Industry Specific

Multiple Client Access (Secured and Personal)

Client Specific

Multiple Practice Groups

Page 13: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Extranet Slides

Page 14: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Extranet Slides

Page 15: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Extranet Slides

Page 16: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 17: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Extranet Slides

Page 18: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August
Page 19: SharePoint The Window to Your Firmilta.personifycloud.com/webfiles/productfiles/2172077/ECMPG5_HandShake.pdfSharePoint – The Window to Your Firm Presented by Tim Kenney . August

Thank You