amp Office 2010 Better Together Norm Thomas Litéra Jennifer Potter Beaudette Fish amp Richardson Sharepoint 2010 amp Office 2010 THINGS THAT ARE BETTER TOGETHER peanut butter amp jelly ID: 241125
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Slide1
SharePoint 2010
& Office 2010 Better Together
Norm ThomasLitéraJennifer Potter Beaudette Fish & RichardsonSlide2
Sharepoint 2010 & Office 2010Slide3
THINGS THAT AREBETTER TOGETHER
peanut butter & jellybrick & mortarBonny & Clyde
Rum & CokeCake & Ice CreamCheese & Crackersbread & butterbacon & eggsyinG & yang
MILK & OREOSWRIGHT BROTHERSSlide4
local & remoteUse Office Anywhere
Viewing and Editing Documents, Spreadsheets, Presentations, and Notebooks in a Browser.Save
time and resolve issues faster.Support telecommuting.Requires connectivity to firm resources.Most Smartphones using the
microbrowser standard (iPhone, RIM, Symbian and Windows Mobile)
Access
and respond to information securely from virtually
anywhere.
C
ontent
changes and fidelity are maintained across locations and devices.
Attorneys in different locations
can share, edit, and comment on documents or presentations from their mobile devices with
a familiar
experience that is tailored to mobile devices.
Example
Enable people who travel without a PC to comment on a press release
. Finance
Director, Robert Lyon, is heading out for a long
weekend in
the country. He leaves his PC behind but brings his mobile device. While he is away, some
late-breaking firm news
requires him to review and edit a press release.Slide5
2010
pre2010
①
①
②
②Slide6
local & remote
<20102010
View and Edit Documents froma Mobile DeviceView and Edit Documents, Spreadsheets, Presentations, andNotebooks in the Browser
InfoPath forms from a Web browser or mobile device, online or off
Publish Documents to the Web through the Browser
Broadcast Presentations from a mobile deviceSlide7
CONNECTED & OFF-LINEPractical Productivity Platform
Stay productive anywhere whether working at the office, at a client site or court, or from home.
Tools seamlessly synchronize online and offline changes.Save time working away from the office.Resolve client-attorney or
other issues faster.Work from more locations.
Stay
up-to-date
,.
Working
Offline with
improved
a
ccess
Example
Marketing
Director, Jeff Phillips, is traveling from the U.S. to the
Far East
for several
client visits
. He wants to update a presentation for a product launch while he is on the plane or in the hotel.Slide8
2010
pre2010
①
①
②
②
③
③Slide9
CONNECTED & OFF-LINE
<20102010
Collaborate Offline and OnlineIncremental Synchronization
InfoPath forms from a Web browser or mobile device, online or off
Publish Access Databases to the Web including SharePoint lists
Fill in Forms OfflineSlide10
Reporting & analysisBring Ideas to Life
Draw insights from complex or disparate data sets.Capture, search,
and reuse different types of content more easily. Formatting and Analysis with Data Slicers in Excel and PowerPivot for Excel 2010.
Publishing and Sharing Through Office Backstage view and Excel Services.Make Better Decisions and React Quickly to Change.
Decrease
IT cost of generating
reports and Avoid
cost of 3rd party BI
solutions.
Provide
self-service access to information to help
practice managers make
more informed
business decisions
Create
and share
powerful analysis from desktops
or
browser.Improved analysis capabilities. Example
Provide attorneys with self-service access to billing information to analyze massive data sets. Director of Business Development,
Mike Miller, wants to see how his firm’s billing and receipts are going so far this year.Slide11
2010
pre2010
①
①
②
②
③
③Slide12
Reporting & analysis
<20102010
PowerPivot for Excel 2010Publish and Share Through Excel Services
Use Office Backstage View
Access SharePoint Templates
Apply PowerPoint Themes to SharePoint Sites
Visualize and Use Reusable WorkflowsSlide13
Co-authoring & collaborationWork Better TogetherWork
simultaneously with the same documents, data, and informationShare ideas with colleagues, partners
and clients, and to deliver results regardless of where they are, or if they are connected or on the go.Enable people to respond faster.Co-authoring Documents and PresentationsReduce client response time and document turnaround timeframes
Reduce re-work and time spent reconciling document changes
A
ccurately
and quickly
respond with
information that is pulled together from various experts across the organization.
Resources
in
various roles
and
practices need
to combine information in a variety of ways
Example
Director
of
Client development, Jane Mollerup, must work with the Head of the IP Practice, Sean Chai, and the Finance Manager, Jim Kim, to put together an accurate and up-to-date RFPdocument quickly.Slide14
2010
pre2010
①
①
②
②
③Slide15
Co-authoring & collaboration
<20102010
Co-author Documents and PresentationsSimultaneously Edit Spreadsheets and Notebooks
Share a Team Notebook
Broadcast Slide Shows in
PowerPoint
Save Documents and Presentations Directly to SharePoint from OfficeSlide16
SHAREPOINT & Litéra
Secure, database of auditable history
Not a WIKI, no overwriting, no conflicts in real time editing and the original remains modifiable only by the owner.
See all comments in one location and accept, ignore question or edit those commentsSynchronous or Asynchronous
Adaptable to any
DMS
Offline
capability
Invite unlimited collaborators
Embedded OLE objects (Excel, Visio, Jpegs etc.)
retainedSlide17
Fish & RichardsonSharepoint 2010 & Office 2010Slide18
History
2009
20092010Slide19
Session Goals
Highlight features that are under-used and provide significant
business valueProve non-programmers can add significant
business valueSpark interest & encourage initiative to
add
business valueSlide20
Three Tangible Business Value AddsSlide21
Process Improvement facts
Your business is full of process improvement opportunity
Process improvement opportunities are never-ending and always evolvingNon-programmers can add significant business value (automation)
Sharepoint designer is freeSlide22
Process Automation – What Visio 2010 brings to the table
New template – Microsoft S
harepoint Workflow (.vwi)
Creation
Editing
Visualization
Learning*Slide23
Visio 2010 – Sharepoint designer integrationSlide24
BONUS - InfoPath 2010
Web-based forms (Forms S
ervices)New 2010 Sharepoint list data connectionsMultiple choices, multiple lookups, person/group picker (Active Directory), signature line
Rules managerSingle-click publish
Still using MS Word to build forms? Ouch.Slide25
Implementation examplesSlide26
Sharepoint 2010 & OneNOte 2010 Facts
OneNote alone provides significant valueOneNote is viewable/editable via web browser or client application
Synchronization/Co-AuthoringSecurity via sharepointVersioningMobileSlide27
Varied UseSlide28
OneNOte Uses & Best Practices
Case/Matter NotebooksPractice Specific Templates
Request WorkflowExposure of Access Link in Various AppsAdministrative Notebooks
Templates (meeting minutes, etc.)Project ManagementSpecifications
Handbooks
Committee & Task Force
PersonalSlide29
OneNote visualsSlide30
Document Collaboration (Co-Authoring) via Sharepoint 2010
Works with MS Office 2010 documents (Excel with Web Apps Only)Simultaneous editing by multiple authors
(no limit found)Document, paragraph, sentence, new pages, etc.Track change capability with roll-backVersioning
(if turned on)Integration with Lync
/Communicator
On-Screen Visuals – who, what, where, when
DON’T – use the check-out featureSlide31
Co-Authoring Value
Documents are often co-authoredConcurrent vs. Sequential = Efficiency
Reduction in overhead/administrative burden associated with reconciliation of multiple copiesReduction in time & cost Increased integrity of the work productSecurity (Access & Content)Slide32
Co-Authoring
Tested up to 18 authors simultaneously
Co-Authoring initiative supported by Re-Engineering Committee
COMING SOON – custom launch from DMSSlide33
Discussion & questions
Norm Thomas
LitéraJennifer Potter Beaudette Fish & RichardsonSlide34