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Confluence is at the core of everything at Blue Mountain Capital, a leading investment management firm. In this talk, you'll learn how Confluence can be used as a platform for business applications through the use of third-party add-ons and custom-built extensions.
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Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management
Confluence Application Development
Collaboration in the Financial Sector and Beyond
Background
Agenda
• Background • Our Story • Analysis
• Standardization
• Automation & Customization
• Key Takeaways
Background
Company Background
• NYC based Hedge Fund
• Founded in 2003
• One of the top 50 largest hedge fund managers
Background
How Do We Manage Growth?
Head Count
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Background
Collaboration is Not Optional!
• Create an enduring institution
• A client focused fiduciary
• Operating as an integrated, collaborative
partnership with no silos
• Constantly innovating
• Absolutely committed to integrity and the pursuit of
excellence
From the start we have adhered to a consistent set of goals and principles
• Governance
• Training and development
• Communication and collaboration
technology
• Incentives and rewards consistent with
collaborative culture
• Added significant leadership experience
• 3 additional new partners in 2013
We’ve undertaken a wide array of initiatives to manage growth and culture
We believe strongly in the power of collaboration. It is our view that diversity of thought and cross-firm collaboration lead to the best outcomes for our investors and the most enriching workplace. We expect our employees to collaborate not just with those in their particular functions, but also with a broad array of employees from every sector of the firm.
BLUEMOUNTAINCAREERS.COM
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NOTES:
• Use Chrome browser
• 1 tab open, unless tabs help
illustrate
• Browser extensions & bookmarks
bar is hidden
• Screenshot fills entire screen
• You can download the “Window
Resizer” Chrome extension to set
your window at 1280x1024 so that it
fills this aspect ratio
Background
• Initially used for technical documentation & blogging • Spread to other teams • Standardized as our collaboration platform
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Analysis
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Analysis
Usage and Content Analysis
0
20
40
60
80
100
120
140
Contributors
0
100
200
300
400
500
600
700
800
Pages Created
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Analysis
In-depth Analysis
10%
24%
5%
61%
Content by Space Type
Collaboration Knowledge Private Team
Power Users
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Analysis
BlueMountain Confluence Summit
• Attended by CEO and Power Users • Reviewed analysis and proposed new initiatives
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Standardization
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Standardizat ion
Knowledge Bases
• Categorized all spaces Team
Collaboration
Knowledge
• Evergreen Content • Cross Functional • Central directory and
search
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Standardizat ion
Templates
• Traditional • Meeting Notes • Projects • Reporting
• Blueprints • Alerts
• Live Templates • Templates inside Templates
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Automation & Customization
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Automation & Customizat ion
Confluence as a Business Platform
• DealHub • Illiquid deal pipeline • Deal Lifecycle
Management
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Confluence as an Intranet
Automation & Customizat ion
Automation & Customizat ion
Profile & Interactive Floor Plan
Automation & Customizat ion
Onboarding Task List
Automation & Customizat ion
Timesheet
Automation & Customizat ion
Events
Automation & Customizat ion
Designing Flexible Solutions
• Look to solve big problems, not just the one at hand
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Automation & Customizat ion
Examples of our Add-ons and Macros
Enhanced Table
File Browser
Custom Email Notifications
Bindings to Proprietary Systems
Code Regions
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Conclusion
Where are We Now
February 2014 August 2014
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Key Takeaways
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Management Encouragement
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Evergreen Content
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Be Intentional
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Uncertainty is OK
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One on One Training
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NOTES:
• Use Chrome browser
• 1 tab open, unless tabs help
illustrate
• Browser extensions & bookmarks
bar is hidden
• Screenshot fills entire screen
• You can download the “Window
Resizer” Chrome extension to set
your window at 1280x1024 so that it
fills this aspect ratio
Use Atlassian Network
Thank you!
Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management