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Best Of Breed vs The Single Platform

Best Of Breed vs The Single Platform. Terry Coyne Managing Director Sword ECM. Agenda. Sword Group & Legal Experience Best of Breed versus Integrated Platform Integrated Platform - Building on Microsoft Investment Sword’s Excalibur SharePoint 2010 Legal DMS

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Best Of Breed vs The Single Platform

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  1. Best Of Breed vs The Single Platform Terry Coyne Managing Director Sword ECM

  2. Agenda • Sword Group & Legal Experience • Best of Breed versus Integrated Platform • Integrated Platform - Building on Microsoft Investment • Sword’s Excalibur SharePoint 2010 Legal DMS • Leveraging Office - Document Centric Integration • Leveraging Outlook – Storing all Content for Matters • Leveraging SharePoint – Integrating with Internal & External Portals • Roadmap to a SharePoint DMS – Plan for a Successful Migration

  3. Sword Group • Broad range of specialist IT solutions Services – Digital Marketing & Communications – Software applications • Financially strong, growing, profitable & secure 1500 experts – offices in 20 countries - $250m revenue • History of pioneering business solutions on technology platforms Legal - Finance – Insurance - Healthcare - Energy • Enterprise Content Management & SharePoint focus 20 years in Document Management / Portal solutions Global SharePoint SI – over 200 engagements; 2 of worlds 10 largest • Value driven Specialist high value consulting with Offshore & Blended models Helping clients leveraging more value from investments in Microsoft platform

  4. Sword’s New York Clients

  5. Sword’s SharePoint Clients

  6. Sword’s Legal Pedigree DocumentumDMS & e-desktop application DocumentumDMS eRoomportal SharePoint website & workflow SharePoint DMS migration from OpenText/Hummingbird DM5 SharePoint architecture strategy & support SharePoint Excalibur DMS & client extranet SharePoint intranet SharePoint intranet/extranet SharePoint portal

  7. Investing in IT - Best of Breed or Integrated Platform? Public Websites Collaboration Portal Document Creation Workflow (CMI) Know How Client Extranet DMS Traditional Buying Patterns: Separate Non Integrated Platforms The New Wave: Single Holistic Integrated Platform

  8. Single Platform - Integrating Systems, Data, People Single Integrated Platform: On Premise or Cloud or Both

  9. Traditional Best of Breed - High Cost Of Ownership Costs SharePoint Environment Administrators Training Training Admin DMS Environment Admin Training Hardware Admin Hardware Email Management Environment Hardware

  10. Single Platform Approach - Low Cost Of Ownership Costs SharePoint Environment Administrators With Sword’s Excalibur DMS Training Training Admin Hardware

  11. Introducing Sword’s Excalibur SharePoint DMS User Centric - Designed by Lawyers – Built by Sword Leverages & Extends Platform Investment – built directly in SharePoint Extensible – benefit from all SharePoint capability – extranet, workflow, websites Low Cost Of Ownership – Microsoft single platform, no specialist skills needed Integrations with Line Of Business systems incl. CRM, PMS, ERP, Outlook Simple & Intuitive – designed “by users for users”; rich, concise user experience Modern Approach – what users want today, no legacy! Minimal training & change management Migration from legacy DMS platforms

  12. Roadmap to a Successful SharePoint DMS Migration Sword Proven Migration Methodology • Identify sources Existing DM systems File systems Intra and extranets Archives • Pre-migration analysis • Data cleansing • High level plan Big bang or Load & Sync Volumes Timing for the business Roll back plan Bespoke scripts Our own tools Third party tools A combination of these • Choose the tools • Configure and develop Map attributes Transform content Replicate security Versions, attachments and links • Testing • = successful migration

  13. Excalibur DMS – Leveraging Office • Intuitive document creation with built-in templates • Adding matter centric metadata directly via Office UI • Adding value to Office ribbon with Excalibur ribbon • Rich SharePoint integrated and metadata based searching • Consistent matter centric experience across Office suite • Exposing SharePoint document security directly within Office UI

  14. Excalibur DMS – Leveraging Outlook • Drag and drop emails to client and matter centric tree view • Background/bulk email import facility freeing up screen • Excalibur ribbon • Attach content to Emails as link or original content • “File as you go” saving emails to matter • Email filing “One-Click Suggestions”

  15. Excalibur DMS – Leveraging SharePoint • Uploading Content • Saved Searches • Quick Search • Profile Search • Users Recently Edited

  16. Thank You - Now For The Live Demo!...

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