Effective Client CollaborationHarnessing the Power of Your Data Through SharePoint

Agenda

• About Hubbard One• SharePoint Overview• SharePoint Integration Examples• Q&A

Tyrel Schroeder tyrel.schroeder@thomsonreuters.com

403.460.5755

3 Takeaways Today

• SharePoint extends your Elite investment• Co-operation within TR partnership has produced an excellent integration

experience for Elite data in SharePoint• Powerful client intelligence & team collaboration dashboards are available

today with minimal effort

About Hubbard One

200 + Employees located in Chicago, Boston, Eagan, New York, London and Sydney

Law firm Clients include 80% of AmLaw 100, 50% NLJ 250, 60% of Global 100

Leading provider of marketing, business development, and practice management software and solutions.

Combines legal industry experience with cutting-edge software to help the world’s leading law firms unlock the power of information.

Hubbard One Product Offering

Web Marketing• Websites• Mini-sites• Blogs• Mobile Sites• Web Analytics

Business Development • Proposal Generation• Experience Management• Relationship Management• Competitive Intelligence• Contact Management• Email Marketing

Client Management• Intranets• Extranets• Portals• Enterprise Search

INTEGRATED INFORMATION ANALYTICS

Hubbard One provides specialized solutions for law firm marketing and business development professionals built on a firm wide platform for

information sharing.

Intranet portals and dashboards

Enterprise and federated

search

OneView Connectors

OneView Web Parts and Controls

Extranet and private web

Developer API and data feeds to custom or 3rd

party applications

Public web

Internal Content Sources

External Content Sources

What is SharePoint?

SharePoint Versions

• SharePoint Foundation* – Blogs– Business Connectivity Services

(BCS)– Developer Dashboard– Powershell Support– Sandboxed Solutions– Site Search– Workflow

*Not a complete list

• SharePoint Server Standard*– Everything included in

Foundation plus:– Audience Targeting– Federated Search– Managed Metadata Service– My Sites– Search Scopes– Web Analytics

*Not a complete list

SharePoint Versions Continued

• SharePoint Server Enterprise*– All the features of Foundation

and Standard plus:– Access, Excel, and Word

Services– Business Data Web Parts– Chart Web Parts– Deep Refinement– Thumbnails and Previews– Tunable Relevancy– Visual Best Bets

*Not a complete list

What About Office 365?

• Microsoft’s relatively recent offering• Useful in certain scenarios• Certainly will be a staple and focus of Microsoft moving forward for the

next version of SharePoint

• PROS– Reduces hardware costs by moving to hosted environment– Accessibility for mobile or remote employees is enhanced

• CONS– Reduces control over environment– Not free from errors

SharePoint as a Collaboration Tool

• Varying levels of collaboration offered in SharePoint• Entry point typically team site• Team sites can revolve around clients, matters, prospects, committees • More advanced scenarios could involve blogs, discussion boards,

SharePoint My Sites• Key for adoption is having a key champion and delivering valuable

information

SharePoint as a Development Platform

• SharePoint is designed to be extensible• Enhanced design is achieved through customizations to master pages

and page layouts• Custom web parts can be purchased and implemented or developed in-

house• Workflows using Windows Workflow Foundation (WF4) allows for

development of simple to complex workflows• Simple workflows can include content approval, out of office requests,

etc.• Advanced workflows can include check requisitions, new hires and

matter intakes

SharePoint Statistics (Global)

Content rep

osito

ry only

Enterpris

e conte

nt man

agem

ent

Portal &

web c

ontent

manage

ment

Documen

t wor

kflow

Business

proces

s mana

gemen

t

Custom

appli

catio

ns0.0%

10.0%20.0%

30.0%40.0%50.0%

60.0%70.0%80.0%

37.6%

54.4%66.0% 67.2%

55.9%44.8%

Source: 2010 Global 360 survey

SharePoint Statistics Continued

Using SharePoint? If so, how?

Number of Attorneys

≤ 49 50 to 149 150 to 349 350 to 699 ≥ 700

None 81% 64% 33% 12% 15%

Document Management 1% 2% 8% 7% 4%

Extranet usage 4% 9% 26% 32% 54%

Intranet usage 16% 33% 60% 81% 77%

Public Website usage 1% 2% 4% 5% 4%

Other 2% 2% 7% 15% 0%Source: ILTA 2010 Technology Survey

SharePoint Statistics (Legal)

Public website usage

Document Management

Other

Extranet usage

Intranet usage

None/Do not use

0% 10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2%

3%

4%

15%

38%

58%

Which statement best describes your firm’s posi-tion with regard to SharePoint, and if in use, how

are you using it?

2010

Source: ILTA 2010 Technology Survey

Where is SharePoint Providing Value?

1. Targeted information to attorneys

2. Collecting client intelligence

3. Finding and organizing knowledge and experience

4. Connecting and sharing with clients

Enabling law firms to operate more efficiently

OneView™ Suite with OneView™ Foundation and Client Center

Internal Firm Systems

Hubbard One Content Services

OneView™ Foundation

OneView™ Connect

SHAREPOINT APPLICATIONS

Integrated content delivery via custom SharePoint pages, sites and apps from Elite and 3E, crm, dms,

km, hr, news etc

Hubbard One and Thomson Reuters

content subscription and linking services

Synchronization with Hubbard One

applications and other firm systems

Data management infrastructure used to link internal firm systems with each other and improve with

Thomson Reuters company & people content

Custom SitesConstruct custom SharePoint sites, pages and applications

Search ResultsEnhanced SharePoint and

FAST search results

OneView™ Search Crawl and index integrated data across content sources

INTEGRATED INFORMATION INFRASTRUCTURE

• Matter centric Workspaces• Client Team sites• Firm Directory• News, Events and Calendar

Management• Practice & Department sites• Financial Dashboards• External News Feeds• Partner Dashboards• KM & Knowledge banks

• Extranet Workspaces & templates• Enterprise Search• RSS Feed Management• Links and Resource Management• Project Management Sites• Forms Repositories• Publishing & Collaboration• Line of Business App integration• Top Client Dashboards• Full replacement of legacy intranet

OneView Portal Applications (Partial List)

The “Information Value Chain”

Deliver the “Perfect Taxi Cab Report” or “The Perfect Client Page”

Client Financials

Matter History

Contacts and Activities

Documents, Records, etc.

Public Records

Legal Activity

Competitive Intelligence

News and Events

I’m meeting with Client XYZ in 10 minutes!

Here’s all we know about Client XYZ!

New Generation of SharePoint-Powered Applications

Comprehensive client and matter sites, dashboards,

reports and analytics

My View – Personalized Attorney View

Firm News Rotator

Scorecard from Elite

My Notifications from Elite

My Statistics from Elite

Department Head View

Department Financials from EliteThrough OneView Charting

Detailed Department Report withDrilldown from Elite

My Clients

Matter listing from Elite

Company profile from OVFMy clients from Elite

Contacts from ContactNet

My Matters

Matter AR Chart from EliteThrough OneView Charting

Matter WIP Report from Elite

Matter WIP Chart from Elite ThroughOneView Charting

My Matters from Elite

Client Dashboard

Timekeeper list from Elite

Fee Receipts from EliteUsing OneView Charting

Client Relationships from ContactNet

Active Matters list from Elite

Comprehensive On-Demand Profiles and Reports

OVF provides the data needed to product rich “taxi-cab reports”, combining firm information with

external competitive and market data

Next: Data Visualization and Analytics

With the right data, visualization tools can simplify

complicated analytics

Next: Data Visualization and Analytics

More than web parts…

combine all sources of data to provide insight and

analysis

…but first need to solve fundamental challenges around data quality and

completeness

Next: Anytime, Anywhere Access to Intelligence

Organizing business data first enables delivery through multiple “channels” for anywhere, anytime

information access

Why Don’t We Do This on Our Own?

• Elite is a financial platform, not a personalized portal infrastructure• Time / cost / risk• It is not easy – tremendous development effort• OneView is the proper, supported method• Experience of OneView and Hubbard One team

Q & A