Interwoven Confidential WorkSite Project Introduction for US and Regional IT Personnel Ernie Smith Project Manager

Interwoven Confidential2 Agenda Welcome WorkSite Project Introduction Project Team Structure High Level Plan and Current Timeline Where Do We Need Your Help? Interwoven Architecture / Infrastructure What Materials are Available for Review? Questions and Answers

Interwoven Confidential3 WorkSite Project Introduction Vision Deliver a document management system based upon Interwoven WorkSite NT and Interwoven Universal Search (IUS) that makes it easy to file and find documents and messages throughout the firm. Global rollout affecting all offices and just under 3000 end users. Objectives Capturing intellectual property with context to preserve and leverage critical information, thereby enabling the right team members to readily access the right content. Enabling repeatable, matter-centric collaboration (MCC) around business processes to optimize decision making, coordination, and execution. Aiding policy and process enforcement across distributed offices while increasing accountability through secured content interaction and audit trails.

Interwoven Confidential4 Collaborative Document Management (CDM) Paper Files Scheduled Disposition or Accession Classification Retention Policy Lifecycle Management Ethical Walls Archival Images Client Extranet Blackberry Offline Process Flow Electronic Documents New Client/Matter Intake & Conflicts DisposeArchiveManageCreate

Interwoven Confidential5 Understanding Matter Centric Collaboration (MCC) Work with an electronic file in the same manner as a physical file Save data into a defined electronic folder Share information across departments, groups and locations both internally and externally Search and retrieve information easily Promote cross-collaboration and knowledge sharing Save documents quickly and apply standard metadata to them

Interwoven Confidential6 Workspace Concepts A shared location for all the content for a particular matter, project, department, group, or unit Contains tabs, folders and saved searches Can be organized by using Categories (within My Matters) or Tabs Workspaces/Tabs/Folders/Documents can all be secured individually Workspaces have Three defined Levels of Security Public, Private and View Types of Workspaces – Personal, Project, Matter or Departmental

Interwoven Confidential7 The Electronic Matter File Known as a “Workspace” in the WorkSite world – it is equivalent to a physical file The Workspace and its tab and folder contents function as an electronic matter file Within the Workspace are folders that are equivalent to sub-files that can contain not only documents but and other electronic files as well

Interwoven Confidential8 Critical Success Factors Factors leading to Project Success: User Involvement Executive Management Support Clear Statement of Requirements Proper Planning Realistic Expectations Smaller Project Milestones Competent Staff Ownership Clear Vision and Objectives Hard Working, Focused Staff

Interwoven Confidential9 Project Team Structure Steering Committee Peter Owings, CIO James Kannengieser, Director Enterprise Applications Tara Cook, Director Network Technology Gina Elliott, Director Technology Support Mike Silano, Director WorkSite Consulting Services Project Management / WorkSite Architecture Ernie Smith – Technical Account Manager Muhammad Faisal – Project Advisor

Interwoven Confidential10 Project Team Structure Cont’d Team Leads: John Attinger, Manager Technology Training Pedro de Camillo, Jr, Manager Technical Support Andrew Cheng, Manager Enterprise Applications Ken Hsu, Manager Network Services Avijit Roy, Manager Applications Development Kandra Schmidtberger, Manager Applied Technology Larry Shapiro, Application Specialist Desktop Integration Luke Timothy, Manager Enterprise Systems

Interwoven Confidential11 ProjectClosureLaunchPilot Implementing your CDM System Implementation process BuildDesign Prepare & Discover Above is the process we follow to implement your Collaborative Document Management system