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SharePoint for Legal: Considerations in Information Architecture and the leveraging of third party products

SharePoint for Legal: Considerations in Information Architecture and the leveraging of third party products. Today’s Presentation. Usability around the file folder paradigm A single skew to deal with a number of feature enhancements e.g. Email integration, scan to SharePoint, etc .

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SharePoint for Legal: Considerations in Information Architecture and the leveraging of third party products

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  1. SharePoint for Legal: Considerations in Information Architecture and the leveraging of third party products black and white solutions for a grey world

  2. Today’s Presentation • Usability around the file folder paradigm • A single skew to deal with a number of feature enhancements e.g. Email integration, scan to SharePoint, etc. • Compliant Storage • Browser based Redlining and Redaction • Federated Search that honors third party LOB logins/security.

  3. Leveraging ISV Components • The MS partner community • Microsoft creates platforms such as SharePoint • ISV’s extend functionality on SharePoint’s platform • Integrators like Gig Werks deploy configure and bring it all together to delver the right solution of our clients • Value of these relationships • The SI has subject matter expertise on these products and their clients business needs • Rapid deployment of solutions • Low risk on tried and true product sets • Single Technology Stack all based on SharePoint

  4. SharePoint ISV Partner Ecosystem Business Solutions Technology Solutions ECM Search

  5. Microsoft SharePoint 2010The Business Collaboration Platform for the Enterprise and the Web Sites Connect and Empower People Composites Communities Cut Costs with a Unified Infrastructure Insights Content Rapidly Respond to Business Needs Search

  6. ISV’s With Value for Legal • Ecspand by D’velop • Informative Graphics Corporation • BA Insights

  7. d.velop International • ECM Provider of integrated solutions for • Digital, revision-proof archiving (compliance) • Management of electronic documents (DMS) • Workflow (BPM) • MS SharePoint ECM enrichment • Founded in 1992 • US based in Manhattan • The leading European ECM vendor • ECM is the only business of d.velop group! • MS Gold Certified The d.velop campus

  8. ECM As A SharePoint Service Enterprise Content Management by SharePoint & ecspand offers: • SharePoint Enrichment • Compliance • Archiving/Longterm Storage • Capture & Classification • Document Management • Migration and User Adoption

  9. ecspand Core and its Optional Add-on Modules

  10. What is “ecspand”? • A complete “ECM service” for MS SharePoint • It is a native service within SharePoint – it is NOT a bridge solution SharePoint Enterprise Portal ecspand Service 2 Service 3 ecspand Services: Image Service Compliance Service Rendition Service Records Organizer Business Data Import Service …

  11. ecspand Runs Native in SharePoint

  12. ecspand Runs Native in SharePoint

  13. ecspand Virtual Folders • Documents in SharePoint stored in libraries • Documents related to same process may reside in different libraries • ecspand Records Organizer • Display documents related to same process across document libraries • Flexible configuration • Documents are automatically added upon upload

  14. ecspand sidebar

  15. ecspand sidebar

  16. ecspand sidebar

  17. ecspand sidebar

  18. ecspand sidebar

  19. Contract Management • Manage your contracts within SharePoint • Documents, tasks, terms, notes, user rights • Automatic reminders • Email notification • Contract folder

  20. Records Management to Third Party devices directly from SharePoint

  21. Scan & Classify Scanning with extraction of header and footer data Visual validation and indexing Optional: Workflow information Handover to SAP and SharePoint

  22. Company Overview Incorporated in 1990 Privately Held HQ in Scottsdale, Arizona 40,000+ Clients / 4Mil+ Seats

  23. Integrated Remove Sensitive Content & Privacy Information

  24. Redact-It Desktop Capabilities • Redacts information selected by user • Find text and redact • Redact to a script of text strings / patterns / macros • Marked with exemption reason • Redaction authoring saved as XML • Bates number capabilities • Publish to PDF, TIFF or secure CSF Desktop

  25. Redaction Products Interactive Review/Redaction Desktop Batch/Bulk Redaction Enterprise Server Scanning & OCR for Capture

  26. Redact-It Enterprise Use Case • Integrates into the discovery/ compliance workflow process to automate the redaction of collected information that may be deemed sensitive. • Records Management • Compliance • • Legal Service Providers • • eDiscovery Software Enterprise

  27. Redact-It Enterprise Capabilities • Redacts one or many files on server • Use text/pattern searching or zones • Macro support for specific text patterns SSN, person’s name, phone #, email… • Publish redactions to PDF, TIFF or CSF • Add Bates numbering • On-demand, or library monitoring Enterprise

  28. Redact-It

  29. Redact-It

  30. Redact-It

  31. Certifications • Compliance with Section 508 of the US Workplace Rehabilitation Act of 1973 • Content Secure Format (CSF) is a Federal Information Processing Standards (FIPS) 197-certified format that includes document-level digital rights management.

  32. Integrated View, Annotate, Redact, Publish

  33. What is Brava!® Enterprise? Powerful, yet easy-to-use software Supports over 150 file formats (including TIFF, PDF, & MS Office): • Viewing • High-fidelity viewing of documents, images & more • Annotation • Markups created as XML overlays • Redaction • Block out / remove content from a document • Publish • Save or Publish annotations to a repository as PDF or CSF (Content Sealed Format) formats

  34. Brava!® Use Case Scenarios View • Universal viewer – does not require the native application to view multiple formats. • Users needing to access Visio, PDF or AutoCad info without the application. Annotate • Multiple contributors providing feedback on a document while maintaining the Integrity of the original file. • Accounts Payable Department using Brava!®for invoice approval process. Redact • Removal of sensitive information before sharing with wider audience. • Government agencies required to make information public.

  35. ISV focused on Unified Information Access since 2004 Deliver software solutions for Microsoft’s Enterprise Search Technologies Fortune 500 Customers including ExxonMobil, Accenture, Siemens, eBay, ADP, etc. Headquartered in NYC, with 7 Offices & 2m+ users worldwide Who We Are Key Facts & Figures Microsoft’s Key Enterprise Search Partner • Microsoft Managed Partner • Autonomy Compete Team Member • TAP Member for FAST, SharePoint, Office365, and Azure • MTC Global Alliance Partner • MCS Certified Search partner

  36. What is a connector? ConnectSecurely 1 SharePoint Map Content 2 Email Search Engine Feed Engine 3 File shares Find any changes 4 WebContent Connector Databases Enterprise Repositories

  37. Longitude Previews Rich & Actionable Previews of All Search Result Content • Leverages OOXML SDK to enable instant previews of search results across multiple file formats • In-context search with dynamic hit-mapping and hit-highlighting • Instant OCR processing of all image-based files • Seamless co-existence with Office Web Application functionality • Dozens of formats supported, including emails, attachments, zipped files, image files, and more

  38. Longitude Key Features • Leverages OOXML SDK to enable instant previews of search results across multiple file formats • In-context search with dynamic hit-mapping and hit-highlighting • Instant OCR processing of all image-based files • Seamless co-existence with Office Web Application functionality • Dozens of formats supported, including emails, attachments, zipped files, image files, and more • In context ‘”Search Inside” • Document Assembly • Actionable Search Results • Automatic Relevance Tuning • Automatic Concept Tagging • Preview Document Library

  39. Longitude Previews Hosted SharePoint Provider On-Prem SharePoint Office 365

  40. The Value of Unified View at Law Firm Objective • To leverage FAST Search for SharePoint as the attorney’s single and secure point of access • Billing system (Aderant) • Client Matter Management system (RealPractice) • Email archive of 1TB (LegalKey) • Content Management system (OpenText Humminbird ) Strategy • Invested in Microsoft eCal to better align its IT investments with corporate strategies to improve productivity and customer service • Deployed Longitude Software Suite to integrate back-end systems and provide attorneys and staff with instant preview of all search results

  41. Connector Architecture Unified Search Index Change Log Security Mapping Search Optimised API SharePoint Targets Metadata Enrichment SharePoint Libraries & Lists

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