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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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slide1

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

black and white solutions for a grey world

today s presentation
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.
leveraging isv components
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
sharepoint isv partner ecosystem
SharePoint ISV Partner Ecosystem

Business Solutions

Technology Solutions

ECM

Search

microsoft sharepoint 2010 the business collaboration platform for the enterprise and the web
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

isv s with value for legal
ISV’s With Value for Legal
  • Ecspand by D’velop
  • Informative Graphics Corporation
  • BA Insights
slide7

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

ecm as a sharepoint service
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
what is ecs pand
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

slide13

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
contract management
Contract Management
  • Manage your contracts within SharePoint
  • Documents, tasks, terms, notes, user rights
  • Automatic reminders
  • Email notification
  • Contract folder
scan classify
Scan & Classify

Scanning with extraction of header and footer data

Visual validation and indexing

Optional: Workflow information

Handover to SAP and SharePoint

slide22

Company Overview

Incorporated in 1990

Privately Held

HQ in Scottsdale, Arizona

40,000+ Clients / 4Mil+ Seats

slide23

Integrated

Remove Sensitive Content & Privacy Information

slide24

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

slide25

Redaction Products

Interactive Review/Redaction

Desktop

Batch/Bulk Redaction

Enterprise Server

Scanning & OCR

for Capture

slide26

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

slide27

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

certifications
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.
slide32

Integrated

View, Annotate, Redact, Publish

what is brava enterprise
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

brava use case scenarios
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.
who we are

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
what is a connector
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

slide37

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
slide38

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
longitude previews
Longitude Previews

Hosted SharePoint Provider

On-Prem SharePoint

Office 365

the value of unified view at law firm
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
connector architecture
Connector Architecture

Unified Search Index

Change Log

Security Mapping

Search Optimised API

SharePoint

Targets

Metadata Enrichment

SharePoint Libraries & Lists