KM Legal 2009 - Columbia University POLK...D o c k e t T & B H R S e r v i c e s C L E P o l i c i e...

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KM Legal 2009 Anything SharePoint can do, search can do better Michael Mills Davis Polk & Wardwell Lisa Gianakos Reed Smith

Transcript of KM Legal 2009 - Columbia University POLK...D o c k e t T & B H R S e r v i c e s C L E P o l i c i e...

Page 1: KM Legal 2009 - Columbia University POLK...D o c k e t T & B H R S e r v i c e s C L E P o l i c i e s , e t c . W i k i s & ... Corporate Regulatory Report New Matters FIG News Scan

KM Legal – 2009

Anything SharePoint can do, search can do better

Michael MillsDavis Polk & Wardwell

Lisa GianakosReed Smith

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No Debate

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Find answers, and questions.

“Computers are useless.They can only give you answers.”

Picasso

What are we trying to do?

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We are all informavores now

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The Other Mooers’ Law

• Many people may not want information … Having information is painful and troublesome … you must first read it, you must then try to understand it, it may show that your work was wrong or needless.”

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Mooers’ Corollaries

• “An information retrieval system will tend notto be used whenever it is more painful and troublesome for a customer to have information than not to have it.”

• “Where an information retrieval system tends not to be used, a more capable information retrieval system may tend to be used even less.”

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Meandering in the berry patch

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Browsing & picking

The Design of Browsing & Berrypicking Techniques for the Online Search Interface, Marcia Bates (1989).

http://www.gseis.ucla.edu/faculty/bates/berrypicking.html

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Foraging – value of info vs. cost of finding

• Information Foraging in Information Access Environments , Peter Pirolli, Stuart Card. CHI 1995, p. 58.

• Information Foraging: Why Google Makes People Leave Your Site Faster, Jakob Nielsen. Alertbox, June 20, 2003.

• Information Foraging Theory, Peter Pirolli. Oxford University Press, 2007.

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Sniffing

Using Information Scent to Model User Information Needs & Actions, Ed Chi, et al. CHI 2001, p. 490.

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Search / Targets

Port

al / C

on

texts

Pro

cesses / W

ork

flow

News / RSS Sources

The 4 Information Engines

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Me MattersClientsPracticesOffices PeopleFirm TopicsProjects

DMS RMS KMS CRM E-Mail

Docket T&B HR Services

CLEPolicies,

etc.Wikis & Blogs SEC, etc. Library

Matter Info.

Search

Portal

RSS

Workflow

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DMS

Intranet

Matters

People

Court Papers & Docket

Wikis & Blogs

Contacts

Practice Libraries

E-Mail & Attachments

Library Catalog

Client Extranet

Firm Services

Search / Targets

RMS

CLE Courses & Materials

Public Site

Financial Reports

More ...

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Portal / Contexts

Me / Matters / Clients / Practices / Offices / People / Firm / Topics / Projects

DMS

Intranet

Matters

People

Court Papers & Docket

Wikis & Blogs

Contacts

Practice Libraries

E-Mail & Attachments

Library Catalog

Client Extranet

Firm Services

RMS

CLE Courses & Materials

Public Site

Financial Reports

More ...

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Deals & Cases

In The News

Internal News

Insolvency &

Restructuring Update

M&A Hot Topics

Client Newsflashes

Computer Support Info

Investment Management

Regulatory Update

Capital Markets

Roundoup

Corporate Regulatory

Report

New Matters

FIG News Scan

More internal sources ...

Law.com

WSJ Law Blog

FT.com

SCOTUSblog

News / RSS Sources

A thousand more

external sources ...

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New Matters

Matter Coding

Lawyer Reviews

Restricted List

Billing

CLE

Lawyer Biographies

Bar Admissions

Information Walls

Confidential Matters &

Directories

Staff Reviews

Expense Reports

Preservation Orders

Conflicts

Personnel Changes

Engagement Letters

Processes / Workflow

More ...

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• If you had neither search nor a portal which would you pick first?

Which comes first?

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What search and portal tools are available?

• Search

• Autonomy Idol / iManage Universal Search

• Microsoft SharePoint Search (with add-ons) & FAST

• Recommind Mindserver

• Portal

• Hyperwave

• IBM WebSphere

• Microsoft SharePoint

• OpenSocial, Liferay and other open source

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What are the complementary tools?

• RSS aggregators• Newsgator Enterprise Server

• SharePoint

• RSS Readers• Feed Demon

• Google Reader

• Internet Explorer & Firefox

• Outlook

• Blogs > RSS• WordPress

• Typepad

• Microblogging• Twitter

• Internal systems: Confluence, SocialText, etc.

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More complementary tools

• Workflow• SharePoint

• K2 Blackpearl and Blackpoint

• Metastorm

• Tagging

• iCyte

• Newsgator Social Sites

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How do search and portals fit together at Reed Smith?

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Search at Reed Smith

• ouRSpace = SharePoint content

• Digital File = Interwoven (FileSite 8.2) (includes West km content)

• Lawyer Experience = multiple sources

• Matters = financial warehouse (based on Elite)

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Lawyer Experience Search

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Search Results

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Documents Authored

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Matter Info

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Portal Integration at Reed Smith

• ouRSpace Integration:

• Data Magic

• Digital File (aka Interwoven)

• ProLaw

• Firm Directory

• EMS (Firm Calendaring and Conf Room Scheduler)

• Ozmosys (news RSS)

• Numerous .NET apps

• SharePoint content (most popular):

• Blogs

• News items

• Document libraries

• Links

• Videos

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Integrates with

DataMagic

Integrates

with

Interwoven

Integrates

with ProLaw

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Integration with

firm calendering

application

Integration with

Firm Directory

Integration

with

Interwoven

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How do search and portals fit together at Davis Polk?

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Search as a site on its own

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Search embedded in the intranet/portal

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Search embedded in the browser

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Navigate to context from search results

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Intranet content incorporated in search

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Intranet contexts extended to search

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Intranet content types visible in search

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Intranet content types and contexts visible in

search

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An intranet context — a topic

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Portal content reachable via search

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Portal content reached via search

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More portal content reached via search

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Portal content reachable via search

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A portal context—a practice group—

reachable via search

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A portal context—a service— reachable via

search

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?

What’s not working?

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Structured Data Presentation

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?

What’s on your wish list?

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Knowing what you know now, if you were going to start from scratch, would you do anything

differently?

And in conclusion …

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Michael Mills, Davis Polk

[email protected]

Lisa Gianakos, Reed Smith

[email protected]

Thank You