usability around the file folder paradigm a single skew to deal with a number of feature...

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• 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

• 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

BPIO

ECM Interop• OpenText• EMC-Documentum• IBM-FileNet• Oracle-Stellent• SAP

Records Mgmt• HP-Trim• CA• Unique World

Transactional Content Mgt.• Ecspand• NextDocs• BlueThread• Hyland• Image Source• Clearview

Digital Asset Management• Telestream• Artesia• Equilibrium

Forms• Tec-IT• Kayentis• Texcel

LOB Integration• Sitrion (SAP)• ERP-Link

Document Assembly• IGC• Xinnovation• Content Technologies

•MarkLogic

Physical Records Mgmt• ecspand• Iron Mountain• Productiv

Content Migration• Casahl• Tzunami•Metalogix• Quest

Archiving• Commvault• EMC-Centera• Hitachi Data Systems

• Network Appliance• Allen Systems•Mimosa

Search

Taxonomy Management• Concept Searching• Interse• SchemaLogic• Synaptica

Query Enhancements• BA-Insight• Sinequa• Q-Go• Expert System

Multimedia• Coveo

BDC Connectors• BA-Insight• Handshake Software

Protocol Handlers• Vorsite• Handshake Software• xmLaw

iFilters• Citeknet• IFilterShop

Tech Solutions

Backup & Restore• AvePoint• CommVault• Symantec – Veritas

Replication• NSI• Syntergy• Infonic (iOra)• Repli-web• Neverfail

Administration• Quest• echoTechnology• Data Assist

Offline• Colligo• Infonic (iOra)• Digi-Link

Workflow• K2• Nintex• Skelta• AgilePoint

Social Computing• NewsGator• Telligent• ConnectBeam• Atlassian

Security• Trend Micro• Symantec

Translation Services• Idiom• IceFire

Accessibility• HiSoftware

Governance•Workshare•Mimosa• CA• Securent• ClusterSeven

WAN Optimization• BlueCoat (Packeteer)

• Cisco• Certeon• Citrix• Syntergy

Mobile• Formotus• TrueContext• Transpara

Business Solutions

Application Dev.• Corasworks• Bamboo

eLearning• IntraLearn

CRM• Relavis• Portrait Software

HR• Nakisa

Project Management•BrightWork

Legal• BA Insight•Workshare

Utilities• Flexnova

Retail• Red Prairie• Cactus Commerce• RPM Car•Wincor Nixdorf

Construction & Engineering• AutoDesk• Bentley• Dassualt• PTC• UGS

Manufacturing Visibility• Invensys• Epicor• OSIsoft• ICONICS

Healthcare• Broadpeak

Event/Response Management• E-Sponder• ESRI

Real Estate• Accruent

FinServ• Portrait Software• FiServ

Contract Mgmt• C-Lutions• Corridor Consulting

ECM Technology Solutions Business SolutionsSearch

Microsoft SharePoint 2010The Business Collaboration Platform for the Enterprise and the Web

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Communities

Search

Sites

Composites

ContentInsights

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

Positionierung

© d.velop AG

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

Positionierung

© d.velop AG

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

Positionierung

© d.velop AG

ecspand Core and its Optional Add-on Modules

Positionierung

© d.velop AG

What is “ecspand”?

• A complete “ECM service” for MS SharePoint

• It is a native service within SharePoint – it is NOT a

bridge solution

ecspand Services:Image ServiceCompliance ServiceRendition ServiceRecords OrganizerBusiness DataImport Service…

SharePoint Enterprise Portal

ecspand Service 2 Service 3

Positionierung

© d.velop AG

ecspand Runs Native in SharePoint

Positionierung

© d.velop AG

• 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

ecspand Virtual Folders

Positionierung

© d.velop AG

ecspand sidebar

Positionierung

© d.velop AG

Contract Management

• Manage your contracts within SharePoint

• Documents, tasks, terms, notes, user rights

• Automatic reminders

• Email notification

• Contract folder

Positionierung

© d.velop AG

Records Management to Third Party devices directly from SharePoint

Positionierung

© d.velop AG

Scan & Classify

Scanning with extraction of header and footer data

Visual validation and indexing

Optional: Workflow information

Handover to SAP and SharePoint

Company Overview

Incorporated in 1990

Privately Held

HQ in Scottsdale, Arizona

40,000+ Clients / 4Mil+ Seats

I n t e g r a t e d

Remove Sensitive Content & Privacy Information

• 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

Redact-It Desktop Capabilities

Desktop

Interactive Review/Redaction

Desktop

Batch/Bulk Redaction

Enterprise Server

Scanning & OCR

for Capture

Redaction Products

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 SoftwareEnterprise

• 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

Redact-It Enterprise Capabilities

Enterprise

Redact-It

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.

I n t e g r a t e d

View, Annotate, Redact, Publish

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

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 Key Facts & Figures• 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

• Microsoft Managed Partner• Autonomy Compete Team Member• TAP Member for FAST, SharePoint, Office365, and Azure

• MTC Global Alliance Partner• MCS Certified Search partner

Microsoft’s Key Enterprise Search Partner

What is a connector?

Web Content

File shares

Databases

Email

SharePoint

Enterprise

Repositories

Search Engine

Connector

Connect Securely1

Map Content2

Feed Engine3

Find any changes4

Longitude PreviewsRich & 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

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

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

© Copyright BA Insight

Connector Architecture

SharePoint Metadata

Enrichment

Change Log

Security Mapping

Search Optimised

API

Targets

SharePoint Libraries & Lists

Unified Search Index

usability around the file folder paradigm a single skew to deal with a number of feature...

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