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SharePoint 2010 & Office 2010 Better Together. Norm Thomas Litéra Jennifer Potter Beaudette Fish & Richardson. Sharepoint 2010 & Office 2010. THINGS THAT ARE BETTER TOGETHER. peanut butter & jelly brick & mortar Bonny & Clyde Rum & Coke Cake & Ice Cream Cheese & Crackers

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sharepoint 2010 office 2010 better together

SharePoint 2010 & Office 2010 Better Together

Norm Thomas

Litéra

Jennifer Potter Beaudette

Fish & Richardson

things that are better together
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
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.
slide5

pre2010

2010

connected off line
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.
slide8

pre2010

2010

reporting analysis
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 PowerPivotfor 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.
slide11

pre2010

2010

co authoring collaboration
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.
slide14

pre2010

2010

sharepoint lit ra
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

Fish & Richardson

Sharepoint 2010 & Office 2010

history
History

2009

2009

2010

session goals
Session Goals
  • Highlight features that are under-used and provide significantbusiness value
  • Prove non-programmers can add significantbusiness value
  • Spark interest & encourage initiative to add business value
process improvement facts
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
Process Automation – What Visio 2010 brings to the table
  • New template – Microsoft Sharepoint Workflow (.vwi)

Creation

Editing

Visualization

Learning*

bonus infopath 2010
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.

sharepoint 2010 onenote 2010 facts
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
onenote uses best practices
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
document collaboration co authoring via sharepoint 2010
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
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
Co-Authoring
  • Tested up to 18 authors simultaneously
  • Co-Authoring initiative supported by Re-Engineering Committee
  • COMING SOON – custom launch from DMS
discussion questions

Discussion & questions

Norm Thomas

Litéra

Jennifer Potter Beaudette

Fish & Richardson

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