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Confluence Application Development – Collaboration in the Financial Sector and Beyond - Michael...
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#atlassian
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Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management
Confluence Application Development
Collaboration in the Financial Sector and Beyond
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Background
Agenda
• Background • Our Story • Analysis
• Standardization
• Automation & Customization
• Key Takeaways
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Background
Company Background
• NYC based Hedge Fund
• Founded in 2003
• One of the top 50 largest hedge fund managers
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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
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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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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
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Pages Created
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Analysis
In-depth Analysis
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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
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Automation & Customizat ion
Profile & Interactive Floor Plan
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Automation & Customizat ion
Onboarding Task List
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Automation & Customizat ion
Timesheet
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Automation & Customizat ion
Events
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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
#atlassian
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Management Encouragement
#atlassian
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Evergreen Content
#atlassian
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Be Intentional
#atlassian
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Uncertainty is OK
#atlassian
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One on One Training
#atlassian
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illustrate
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Use Atlassian Network
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Thank you!
Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management