Best Of Breed vs The Single PlatformTerry CoyneManaging DirectorSword ECM
Agenda Sword Group & Legal Experience Best of Breed versus Integrated Platform Integrated Platform - Building on Microsoft Investment
Sword’s Excalibur SharePoint 2010 Legal DMS Leveraging Office - Document Centric Integration Leveraging Outlook – Storing all Content for Matters Leveraging SharePoint – Integrating with Internal & External Portals
Roadmap to a SharePoint DMS – Plan for a Successful Migration
Sword GroupBroad range of specialist IT solutions
Services – Digital Marketing & Communications – Software applicationsFinancially strong, growing, profitable & secure
1500 experts – offices in 20 countries - $250m revenueHistory of pioneering business solutions on technology platforms
Legal - Finance – Insurance - Healthcare - EnergyEnterprise Content Management & SharePoint focus
20 years in Document Management / Portal solutions
Global SharePoint SI – over 200 engagements; 2 of worlds 10 largestValue driven
Specialist high value consulting with Offshore & Blended models
Helping clients leveraging more value from investments in Microsoft platform
Sword’s New York Clients
Sword’s SharePoint Clients
Sword’s Legal PedigreeDocumentum DMS & e-desktop application
Documentum DMS
eRoom portal
SharePoint website & workflow
SharePoint DMS migration from OpenText/Hummingbird DM5
SharePoint architecture strategy & support
SharePoint Excalibur DMS & client extranet
SharePoint intranet
SharePoint intranet/extranet
SharePoint portal
Investing in IT - Best of Breed or Integrated Platform?
Public Websites
Client Extranet
Collaboration
Portal
Workflow (CMI) Know How
Document Creation
DMS
Traditional Buying Patterns:Separate Non Integrated Platforms
The New Wave:Single Holistic Integrated Platform
Single Platform - Integrating Systems, Data, People
Single Integrated Platform:On Premise or Cloud or Both
Training
Hardware
Admin
Admin
HardwareHardware
Admin
Training
Training
Traditional Best of Breed - High Cost Of Ownership
SharePoint Environment Administrators
DMS Environment
Email Management Environment
Costs
Single Platform Approach - Low Cost Of Ownership
SharePoint Environment
Costs
Administrators
Training
Hardware
Admin
With Sword’s Excalibur DMS
Training
Introducing Sword’s Excalibur SharePoint DMSUser Centric - Designed by Lawyers – Built by Sword
Leverages & Extends Platform Investment – built directly in SharePointExtensible – benefit from all SharePoint capability – extranet, workflow, websitesLow Cost Of Ownership – Microsoft single platform, no specialist skills neededIntegrations with Line Of Business systems incl. CRM, PMS, ERP, OutlookSimple & Intuitive – designed “by users for users”; rich, concise user experienceModern Approach – what users want today, no legacy!Minimal training & change managementMigration from legacy DMS platforms
Roadmap to a Successful SharePoint DMS Migration
Sword Proven Migration Methodology
• Identify sources
Bespoke scriptsOur own toolsThird party toolsA combination of these
Map attributesTransform contentReplicate securityVersions, attachments and links
Big bang or Load & SyncVolumesTiming for the businessRoll back plan
• Choose the tools• Configure and develop• Testing= successful migration
• Pre-migration analysis• Data cleansing• High level plan
Existing DM systemsFile systemsIntra and extranetsArchives
Excalibur DMS – Leveraging Office Intuitive document
creation with built-in templates
Adding matter centric metadata directly via Office UI
Adding value to Office ribbon with Excalibur ribbon
Rich SharePoint integrated and metadata based searching
Consistent matter centric experience across Office suite
Exposing SharePoint document security directly within Office UI
Excalibur DMS – Leveraging Outlook Drag and drop emails to
client and matter centric tree view
Background/bulk email import facility freeing up screen
Excalibur ribbon Attach content to Emails
as link or original content “File as you go” saving
emails to matter Email filing “One-Click
Suggestions”
Excalibur DMS – Leveraging SharePoint Uploading Content Saved Searches Quick Search Profile Search Users Recently Edited
Thank You - Now For The Live Demo!...