Effective Client Collaboration Harnessing the Power of Your Data Through SharePoint

Agenda About Hubbard One SharePoint Overview SharePoint Integration Examples Q&A Tyrel Schroeder

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 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 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) Source: 2010 Global 360 survey

SharePoint Statistics Continued Using SharePoint? If so, how? Number of Attorneys ≤ 4950 to to to 699≥ 700 None81%64%33%12%15% Document Management1%2%8%7%4% Extranet usage4%9%26%32%54% Intranet usage16%33%60%81%77% Public Website usage1%2%4%5%4% Other2% 7%15%0% Source: ILTA 2010 Technology Survey

SharePoint Statistics (Legal) 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 Sites Construct custom SharePoint sites, pages and applications Search Results Enhanced 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 Elite Through OneView Charting Detailed Department Report with Drilldown from Elite

My Clients Matter listing from Elite Company profile from OVFMy clients from Elite Contacts from ContactNet

My Matters Matter AR Chart from Elite Through OneView Charting Matter WIP Report from Elite Matter WIP Chart from Elite Through OneView Charting My Matters from Elite

Client Dashboard Timekeeper list from Elite Fee Receipts from Elite Using 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