WorkSite Project Introduction for US and Regional IT Personnel

1. WorkSite Project Introduction for US and Regional IT Personnel Ernie Smith Project Manager

2. Agenda • Welcome • WorkSite Project Introduction • Project Team Structure • High Level Plan and Current Timeline • Where Do We Need Your Help? • Interwoven Architecture / Infrastructure • What Materials are Available for Review? • Questions and Answers

3. WorkSite Project Introduction • Vision • Deliver a document management system based upon Interwoven WorkSite NT and Interwoven Universal Search (IUS) that makes it easy to file and find documents and email messages throughout the firm. • Global rollout affecting all offices and just under 3000 end users. • Objectives • Capturing intellectual property with context to preserve and leverage critical information, thereby enabling the right team members to readily access the right content. • Enabling repeatable, matter-centric collaboration (MCC) around business processes to optimize decision making, coordination, and execution. • Aiding policy and process enforcement across distributed offices while increasing accountability through secured content interaction and audit trails.

4. Collaborative Document Management (CDM) Process Flow Create Manage Archive Dispose Electronic Documents Client Extranet E-mail New Client/Matter Intake & Conflicts Scheduled Disposition or Accession • Classification • Retention Policy • Lifecycle Management • Ethical Walls Archival Paper Files Images Offline Blackberry

5. Understanding Matter Centric Collaboration (MCC) • Work with an electronic file in the same manner as a physical file • Save data into a defined electronic folder • Share information across departments, groups and locations both internally and externally • Search and retrieve information easily • Promote cross-collaboration and knowledge sharing • Save documents quickly and apply standard metadata to them

6. Workspace Concepts • A shared location for all the content for a particular matter, project, department, group, or unit • Contains tabs, folders and saved searches • Can be organized by using Categories (within My Matters) or Tabs • Workspaces/Tabs/Folders/Documents can all be secured individually • Workspaces have Three defined Levels of Security Public, Private and View • Types of Workspaces – Personal, Project, Matter or Departmental

7. The Electronic Matter File • Known as a “Workspace” in the WorkSite world – it is equivalent to a physical file • The Workspace and its tab and folder contents function as an electronic matter file • Within the Workspace are folders that are equivalent to sub-files that can contain not only documents but email and other electronic files as well

8. Critical Success Factors • Factors leading to Project Success: • User Involvement • Executive Management Support • Clear Statement of Requirements • Proper Planning • Realistic Expectations • Smaller Project Milestones • Competent Staff • Ownership • Clear Vision and Objectives • Hard Working, Focused Staff

9. Project Team Structure • Steering Committee • Peter Owings, CIO • James Kannengieser, Director Enterprise Applications • Tara Cook, Director Network Technology • Gina Elliott, Director Technology Support • Mike Silano, Director WorkSite Consulting Services • Project Management / WorkSite Architecture • Ernie Smith – Technical Account Manager • Muhammad Faisal – Project Advisor

10. Project Team Structure Cont’d • Team Leads: • John Attinger, Manager Technology Training • Pedro de Camillo, Jr, Manager Technical Support • Andrew Cheng, Manager Enterprise Applications • Ken Hsu, Manager Network Services • Avijit Roy, Manager Applications Development • Kandra Schmidtberger, Manager Applied Technology • Larry Shapiro, Application Specialist Desktop Integration • Luke Timothy, Manager Enterprise Systems

11. Implementing your CDM System Implementation process Prepare & Discover Design Build Pilot Launch Project Closure Above is the process we follow to implement your Collaborative Document Management system