Showing posts with label Sharepoint. Show all posts
Showing posts with label Sharepoint. Show all posts

Wednesday, September 24, 2008

Real World SharePoint Experiences

I attended a breakfast meeting sponsored by Knowledge Management Associates, Inc. about all things SharePoint.

There were four presentations:
I will be putting my notes to each of the presentations in a separate blog post.

In the interest of full disclosure Knowledge Management Associates, Inc. is a client of The Firm and they did give me a copy of MS Office 2007 as a prize in the raffle.

Microsoft's SharePoint Investment Areas

Tara Seppa from Microsoft spent some time at the Real World SharePoint Experiences conference to give us some idea about what direction Microsoft is taking SharePoint.

. . . . Omitted at the request of Microsoft. Apparently the information was not ready for disclosure.

Lastly, Tara pitched the the SharePoint team blog as place for information on Sharepoint as it goes through the development process.

SharePoint Best Practices Conference Recap

Tim Farrell and Marcel Meth of Knowledge Management Associates presented some of their notes from the recent SharePoint Best Practices Conference.

Tim and Marcel attended the SharePoint Best Practices conference in DC Sept 14-17.

Marcel is seeing a trend where extranets and intranets are collapsing. He is seeing companies deploy in a secure site outside the firewall. Internally, Microsoft's SharePoint deployment has 14 Terabytes of data. They keep each database under 200GB.

Microsoft expects support of non-window browsers within 2 years.

There is also a new SharePoint online. You do not need to install SharePoint. Your information just lives in the cloud.

Intranet search and enterprise search are different. The intranet search of SharePoint is mature and works well, but it is not an enterprise search.

Workflow is not quite ready for prime time. There are lots of subtleties and you will need some expertise to use it.

Tim spoke about governance and taxonomy. You should have a governance team of about 10 people even for a big company. Chose a pilot program that can build grass roots support. See how it grows and emerges. Start with just the one pilot. (He seems to like the concept of emergent collaboration.)

Tim also focused on tiered levels of control.  At the top, with the highest degree of control and the lowest degree of innovation and change are the enterprise wide taxonomy. At the opposite extreme are MySites that have the lowest degree of control and highest degree of innovation and change.

Tim's best practices for document management in SharePoint:
  • Support a single source of the truth
  • Consistent taxonomy
  • Centralize management of taxonomy
  • Updateable taxonomy as the organization changes
  • User can enhance core tax and enhance with own particular needs
  • Changes shared with rest of business to avoid duplication
Tim's top ten pitfalls for a SharePoint implementation
  1. MOSS as replacement for a network drive
  2. We know that we need, just set up a default site
  3. Failure of capacity planning
  4. Just set up a site, Joe user will love it - you need some user testing
  5. Oh, while we are at it - adding other upgrades at the same time
  6. Upgrading SQL and line of business applications during portal implementation
  7. Letting front office administration manage SharePoint - they need training and defined roles for Governance
  8. Designing every site before rolling out SharePoint - think in terms of phases.  Do function first
  9. Over-engineered security - use AD as much as you can.
  10. Converting all of the ASP.net code to web parts - some stuff may just run better not being in

Training Approaches to Drive SharePoint Adoption

Pam Conway, Vice President at  CompuWorks gave this presentation at the Real World SharePoint Experiences seminar.

Pam talks about the purpose of training.  Sure, it is about acquiring skills.  But that is only one piece of the puzzle. Pam's seven points for training:
  • Acquire skills
  • Improve skills
  • Inform
  • Communicate
  • Sell
  • Connect
  • Reassure
You want to use training to inform users so they know how they should be using the tool.  Training can also be used to communicate and explain why they should be using the tool.  Communication is two way, trainers should be listing and bringing feedback from the users.  You should use training to sell the tool.  You need to sell the users on why they should be using the tool.  You need to show them what is in it for them.  Training can also be used to connect individuals within a group or across groups to discuss how they could use the tool.  It is also time to reassure the users.  You should be prepared to hold their hands to let them know that support is there for them.

Training is essential for SharePoint.  If you build it, will they come?  NO.  You need to pull them in.  There are lots of change management issues associated with SharePoint.  Training can help and should be part of the change management process.  You should identify the hurdles in advance so you can address them as part of the training.  Training is just start of the process. You need plan for before, during and after deployment.

For before, you need to generate buy-in.  The trainers should have cases ready that show how current problems can be solved by the adoption of SharePoint.  The trainers should use a real use case in the training sessions.  You also want to show the top-down push for SharePoint.  You need to show what's in it for me to the users. You need to show how it is going to make easier for the individual to be able to do their job.

Pam pitched focusing training on the persons role in SharePoint:  are they a user, contributor, editor, administrator, etc.

There is a learning kit from Microsoft.  It is an add-on from Microsoft download center. Office SharePoint Server 2007 Training

Pam pitches the use of documentation, single page quick reference cards.  (I was surprised that she did not pitch having them in SharePoint, but using paper handouts).

Dispatches from the Front Lines - Themes and Trends in SharePoint Use

Sadie Van Buren of Knowledge Management Associates gave this presentation at the Real World SharePoint Experiences seminar.

Sadie also blogs at A Matter of Degree, a Microsoft SharePoint / Information Architecture / Web Usability blog.

Sadie showed some client reactions and surveys on their use and adoption of SharePoint.  The clients surveyed covered a broad spectrum of industries, size and revenue. It was a small sample set of only 19 companies.  Sadie compares SharePoint to a Swiss Army Knife.  It does lots of things but does not do them very well. There are lots of best of breed programs that do some of the things better.

Some downsides to SharePoint:  it is not Blackberry-friendly, it is not a cross-platform platform, it does not produce reports, it is not good for a relational database and it is not good for transaction uses.

Most people are using SharePoint for search and for their intranet.  Only one is using it for public facing web pages.  Sadie was surprised that about half of the clients were using blogs and wikis.  In part, because they did not ask for them.  They seemed to adopt blogs and wikis just because they were part of the platform.

These are the trends she sees in customization:
  • Site collection creation process for extranets
  • Employee phone list from AD
  • Inserting staff photos into AD
  • Theme changer
  • Alerts refresh
Sadie moved on to some of SharePoint's cultural challenges. Most of the challenges she presented for adoption of SharePoint are the same challenges we have in knowledge management.  People resist changing ways of doing things.  People are too busy to share or won't invest time, management won't assign ownership of content, governance and consistency are a low priority, and "my documents, not the company documents."

Some things that Sadie found to be ingredients for success:
  • Bulletin boards, cafeteria menu and a picture of the day drive traffic
  • Buy-in from management
  • Sponsorship from key users
  • Right attitude: "We're not implementing SharePoint; We're implementing a new KM program."
  • Findability (People need to find things)
  • Integrate with other systems to avoid duplicate data entry

Monday, September 22, 2008

Enterprise 2.0 Progress Report

We have continue to wiki-fy content at The Firm.  SharePoint treats wiki pages as documents and gives them high rankings in search results. They are quickly becoming the preferred way to capture information and knowledge in the firm.

The SharePoint wiki tool is simple, but that makes it easy to teach people how to use. Everyone who has actually used the wiki is stunned at how easy it is to edit.

Here is the latest count of wiki pages:

June 6 July 7 Sept. 15
Wiki Page205313667

I am staggered at the amount of content flowing into the wikis.

I am using the number of wiki pages as an indicator of adoption. Ideally, I would like to be able to pull the total number of versions of wiki pages. That could be a better indicator of usage because it would show the total number of edits to pages, not just the number of pages. So far I have not been able to find a way to get a report on this from SharePoint.

Does anyone know a way to find that information in SharePoint?

Wednesday, August 13, 2008

What to Do with Sharepoint Wikis

I have expressed my displeasure with the Sharepoint Wikis: Sharepoint Wiki Disaster.  We have been looking at wiki platforms to replace or supplement the Sharepoint wikis. One platform is Atlassian's Confluence. These are the answer we received for a few of our questions:
Thanks for your interest in our award-winning enterprise wiki, Confluence. Sorry for the delay in responding, but we released Confluence 2.9 today and I wanted to wait and reply after the release because some of the new features may be very appealing to you. Based on your requirements, I think that Confluence could be a very good fit for your law firm.
Email notifications of the changes
Yes, highlighting or only showing the changes to the page itself;
Yes, Confluence allows users to 'watch' pages (or entire spaces) and then sends you an e-mail every time they are updated. The e-mails themselves contain the page and a link to the page where you can easily view the most recent changes. The changes are presented in a nice format highlighting both what has been deleted and what has been added.

Here is a quick overview: http://confluence.atlassian.com/x/oCAC

Confluence also allows the creation of custom RSS feeds that allow users to subscribe to certain pages, spaces and blogs and lets them check the updates at their discretion without filling up their inboxes. 

Checkout on editing
Confluence has very strong capabilities in this area. If a user clicks to edit a page that is concurrently being edited by another user, they will be notified. Confluence can automatically merge their changes if the two users edit different parts of the page. If there are any conflicts, Confluence will display them for you and give you the option to either 'Overwrite' the other user's changes, 'Merge your changes' manually, or 'Discard' them.

Our page describing this functionality is here:http://confluence.atlassian.com/x/TzUC

Confluence also has very fine grained permissioning, meaning that you can easily restrict which individuals and groups can view or edit a page. 

Integration with Sharepoint / MOSS 2007.
Microsoft is embracing partners who are leaders in Web 2.0 technologies and so we had SharePoint Connector designed. This plugin allows for integration between Confluence and SharePoint on multiple levels. You can embed SharePoint content on a Confluence page, create links between the different programs, run searches among content on both programs and more.

You can see the homepage for the connector here:http://www.atlassian.com/sharepoint/default.jsp The documentation for the SharePoint Connector offers more comprehensive information on the product: http://confluence.atlassian.com/x/9AHrBQ

Today, we also release a free plugin called the Office Connector. This makes it easy to convert MS Word documents into Confluence pages and also to embed Excel and PowerPoint content. I'd highly recommend watching the video on its homepage: http://www.atlassian.com/office/

Has your law firm tried an evaluation of Confluence yet? You can download a free 30-day evaluation and see how it works from: http://www.atlassian.com/software/confluence/ConfluenceDownloadCenter.jspa

It sounds like they are addressing the holes we have found in SharePoint wikis.

Tuesday, July 15, 2008

SharePoint and XMLaw

I watched a presentation by XMLaw of their OneView suite of information management tools for SharePoint and in particular, their OneView Connect product. OneView Conncet is a framework for connecting systems and building portal sites.

OneView ties into other data systems in the firm and allows you display the content from those other systems in a SharePoint webpart. Among the standard connectors are those for SQL databases. They also have connectors to InterAction, Interwoven's Worksite, and Open Text eDocs as part of what they ship in the box.

One a single page, you can show the contacts at a client (from InterAction), their billing status (from the time/billing system) and documents (from Worksite). One View also makes it easy to build tabs into a SharePoint webpage to flip between content pages.

The paradigm they use is rendering the content from the other system into a SharePoint list. Then you can format views of the information in a way similar to other SharePoint lists.

Their product is a really powerful tool that allows SharePoint to be more of portal into all of the firm's information, instead of SharePoint merely acting as a separate repository

In the interest of disclosure, Rob Saccone, the President of XMLaw, used to lead the development team at The Firm.

Monday, July 7, 2008

Enterprise 2.0 Progress Report

In early April we rolled out Sharepoint 2007, upgrading our intranet platform from SharePoint 2003. I have been keeping track of the number of wiki pages and wiki libraries.

As of today we have:

wiki libraries: 9
wiki pages: 313, which is a 50% increase over the past month's 205

Progress has been a bit slow as we deal with some issues. The notification system still has some problems and we want to get those fixed before we start pushing too hard.

We are still suffering from the wiki's failure to show the changes to the wiki page as part of the notification. [See Sharepoint Wiki Disaster.]

Friday, June 27, 2008

How to Use Your Computer - Sharepoint Development Example

Mark Miller at EndUserSharePoint.com has been running with my idea of using separate pages in a Sharepoint area to host a collection of user support documentation: Pages and Sites in SharePoint 2007 (Case Study).

He has turned that into a screen cast using an alternative method of organizing the documents using content types: A Beginner’s Guide to Content Types. The screencast is a great way to show the methods used.

I find the use of content types to be very valuable when use multiple document libraries.

For a single document library like I set up for “Using Your Computer” I find the column and view sorting to work just fine without the content type. If I had the documentation spread across other sites or other libraries, then I would use content types. I find the power of content types to be their ability to reunite information spread across the site collection into one place. For a single document library, it seems to be excessive and adds unneeded complexity.

Monday, June 16, 2008

Sharepoint Wiki Disaster

I finally got an answer to our major problem with wikis in Sharepoint. It is bad news.

One of the advantages to using a platform approach is the integration of the various pieces in one place, with a unified look and searching. We have been using Sharepoint as the platform for our intranet for many years, starting when Sharepoint was just "Sharepoint" then onto Sharepoint 2003 and as of April 1, Sharepoint 2007.

It was the feature set of Sharepoint 2007 that got me interested in blogging and enterprise 2.0.

We have been experiencing problems with the notification feature for wikis in Sharepoint. When there is a change to a wiki page, it sends out the whole wiki page with no indication of the changes. It is very frustrating to have a whole document, that you have already read, being sent to you with no indication of changes. That is why track changes in Word and document comparison software exists.

The wiki is creating a new version each time it is saved. The changes are there in the wiki to be discovered and presumably to be transmitted. Sending out a notification of the change is core wiki functionality. Isn't it?

I cornered Lawrence Liu at the Enterprise 2.0 Conference to find out what we were doing wrong. I was stunned to find out the problem was not us. It was them. The Sharepoint wiki will not send out the changes. It merely sends out the entire wiki page.

This is a disaster. It removes the communications aspect of the wiki. It makes it hard to see the activity in the wiki. I see something is happening, but I have to go into the wiki, click on the history and go through each version to see the changes.

As I have posted before, it is important to have both the artifact and the flow of knowledge: Knowledge is an Artifact and a Flow. Sharepoint's design of wikis destroys the flow.

Everyone knows that the Sharepoint wikis are basic. I have been willing to live with the simplicity. It makes them easier to understand and easier to show people how to work with them. After all, training is just another barrier to adoption.

Thanks to Lawrence for giving me a straight answer to my question. Even if the answer was terrible. Lawrence Liu can be found on his blog: Lawrence Liu's Report from the Inside
and on Twitter: Twitter/LLiu.

Monday, June 9, 2008

Social Computing Platforms: IBM & Microsoft Part 2

Mike Gotta, Principal Analyst at Burton Group provides a brief introduction to social computing and layout the key issues strategists should consider as they listen to the workshop presentations and demonstrations. IBM and Microsoft then detail their social computing platforms and demonstrate its various capabilities while answering questions from the moderator. The workshop end withs a Q&A session to address audience concerns.

Speakers:
  • Heidi Votaw, Program Director, Social Computing Software, IBM
  • Lawrence Liu, Technical Product Manager, Microsoft
  • Suzanne Minassian, IBM Lotus Connections Product Manager, IBM
  • Venky Veeraraghavan, Program Manager, Microsoft
My Notes:
See my notes on Part 1.
Here are my notes on the continuation:

Lawrence started off with an overview of the Sharepoint platform. They rely on partners for tagging, flagging and rating tools. To highlight the holes in Sharepoint he is spending a great deal of time talking about what their partners' applications rather than the functionality of Sharepoint.

The demo starts up with going to My Site. The page combines email, calendar, presence, rss feeds and few other items. Everything in Sharepoint is built on lists or libraries.

They have a few different ways to post to a blog. There is a way to do it directly from MS Word 2007. (Of course, few big firms have Office 2007.) He quickly jumped into partner functionality by showing a tag and rating column for a blog post library.

Next up is the Sharepoint wiki. The wiki is extended with tags provided from a third party application. (David Hobbie of Caselines is going to love that application.) The Sharepoint wiki has a history and incoming links. Both are rudimentary wiki functions. Their concept was to keep it simple. Microsoft thinks that most people are not used to wikis or the information stream from wikis. (I agree. Wikis inside the enterprise are still foreign to most workers.)

I was surprised to see him pull up the issue of discovery and the ability to pull back information in the event of a lawsuit. I did not think we would run into lawyers so quickly.

He moved onto the workflow piece of Sharepoint. This is one of the strong traits of Sharepoint by getting it much more involved in the business process.

On the RSS settings you can decide which information gets pushed out in the blog posts. So custom columns can be included or excluded from the RSS feed.

[I think he is losing some of the audience. He is demonstrating functions but doing a poor job of showing why you do these things. As a Sharepoint user I am fairly interested. The backchannel for the session is getting rowdy.]

On to the My Site function of Sharepoint. He is de-constructing the webparts on a demo My Site. The calendar and inbox are out of the box webparts that tie into Exchange. The model for the blog is for it to be set up on the MySite. So the blog post webpart also show the comments to the blog posts. The Sharepoint websites webpart shows all of the sites that you belong to. It shows the documents you have worked with on those sites. The My Site is a full fledged site, so it can host documents as well. There are two document libraries out of the box: one personal and one shared. You can also create any of the underlying lists on your My Site.

They also have role-based My Sites. It is a personalized view of information made available to you. It displays dashboards of information.

Then there is a profile page. This is your public view to the enterprise. It starts off with basic business card information. Then they had a section that pushes out some more detailed information, mapped from other systems. Another section shows the person in the organizational hierarchy: who you report to and who reports to you.

For linking, they showed the My Links function in Sharepoint. They can be displayed on the My Sites page.

For documents, another webpart shows the documents you have worked on (in Sharepoint).

There is a big taxonomy for people to round out their public information. Unfortunately is a clunky database looking thing. Much of the information could be pre-populated from other systems: Pictures, phone number, projects, birthday (but not year!) etc. You can also designate who sees what pieces of information.

They acknowledge that a "white pages" directory or people is easy. But a "yellow pages" directory of people is harder. Sharepoint allows a yellow pages search on people by indexing and allowing you to search the My Sites. It breaks the search results into "your colleagues" and "your colleagues' colleagues."

[The back channel is getting very punchy and hungry. Lots a metaphors about what a lunch from Microsoft would be: Two slices of bread and you got to our partners to get filling and condiments.]

The colleague functions is database looking follow feature or friend's feature from Facebook. They also have a tool to identify colleagues. It can mine emails to see who you are communicating with and suggest colleagues. [This is pretty interesting. I have not stumbled across this yet. I would guess that you need Office 2007 for it to work.]

More information on My Sites from Microsoft.

Social Computing Platforms: IBM & Microsoft Part 1

Mike Gotta, Principal Analyst at Burton Group provides a brief introduction to social computing and layout the key issues strategists should consider as they listen to the workshop presentations and demonstrations. IBM and Microsoft then detail their social computing platforms and demonstrate its various capabilities while answering questions from the moderator. The workshop end withs a Q&A session to address audience concerns.

Speakers:
  • Heidi Votaw, Program Director, Social Computing Software, IBM
  • Lawrence Liu, Technical Product Manager, Microsoft
  • Suzanne Minassian, IBM Lotus Connections Product Manager, IBM
  • Venky Veeraraghavan, Program Manager, Microsoft
My Notes:

The room was a bit undersized. Every seat was taken and people were turned away. (Good attendance; poor planning on room size. Thankfully the AC is cranked up and keeping the room cool.)

Mike started off with a discussion of balancing platforms against individual tools. At the extreme is a single blog and at the opposite end is the super platform.

IBM lead off with the demonstration of IBM's Lotus Connections. The demo used something called My Healthcare that is positioned as portal, with content being generated on the platform as well as pulling information from other sources. One plus to the platform approach is the umbrella of search. As content is sourced from or pulled into the platform, it is easy to search. You get pass some of the enterprise search issues.

Connections does a great job of linking people information to content. You can see the interests of a particular person and go into the content they have created or see the information they have tagged. It is also tied into other applications like setting up an appointment and using a calendar application.

The next part of the demo was IBM's intranet: On Demand Workplace. The start page blends company information pushed to her and other features that she has subscribed to. (I am a big fan of this approach, combining information you want to know about with information you are being told to know.)

Since we are a SharePoint firm, I am more focused on seeing what they have to say about SharePoint.

Lawrence Liu went into the Microsoft SharePoint demonstration. There is little customization other than the look and feel of the portal he showed. He went back and forth between the home page and the My Site. The My Site had a public view and a private view.

The colleague tracker shows updates to her colleagues. Colleagues are people that you elect to follow. The people search returns a list of people. You can then filter the results with a faceted filter.

He moved onto a SharePoint wiki. He added a third party tag cloud. He also added some custom columns.

The focus is for SharePoint to be a platform with lots of links to other applications. He also showed some of the connections into other Microsoft applications. It ties in nicely with lots of the Office 2007 applications. (Unfortunately my firm, like many other firms, are years away from moving to Office 2007. We just went to Office 2003).

Onto a deeper IBM demonstration. Since we have a Sharepoint, I only focused on interesting functions.

First was an audio pronunciation of someone's name. That seems really easy to set up and am going to bring it back to my HR and web developers.

It is really to set up a community site. You can set up with a few clicks. They also easily allow you to pull in a socialtext wiki or a confluence wiki. You decide the name, description and security.

[Checked out to chat with Stephen Collins of Acidlabs. A few weeks ago he was willing to sell his soul to get to this conference. He does not look any worse for the wear having lost his soul and having traveled for 30+ hours from Australia.]

IBM has some social network analysis built into their people directory. Visually you can see clusters of connections. (The audience audibly wowed! It was quite impressive visually.) IBM piles lots of information around people to help people make connections and find internal expertise. The philosphy is to make it easy for people to connect with each other and to connect people to their content.

This is getting long, so I will stop here and start up a new post.

Pages and Sites in SharePoint 2007

Mark Miller of EndUserSharepoint.com published a guest blog post from me: Pages and Sites in SharePoint 2007 (Case Study). It shows some of the advantages of using multiple pages within a Sharepoint site.

Friday, June 6, 2008

Enterprise 2.0 Progress Report

In early April we rolled out Sharepoint 2007, upgrading our intranet platform from SharePoint 2003. I have been keeping track of the number of wiki pages and wiki libraries.

As of today we have:

wiki libraries: 8
wiki pages: 205

Progress has been a bit slow as we debated the wiki structure and security models. The notification system still has some problems and we want to get those fixed before we start pushing too hard.

Monday, April 28, 2008

Can Google Answer Your Question?

One of the challenges of knowledge management is comparing the ability to find information inside the firm, against the ability to find information outside the firm.

Google, in its quest to organize all of our knowledge, has set the bar very high for us trying to organize all of our knowledge inside the firm.

One of the most common requests I get is: "Make it a Google-like search." Obviously the information inside the firm is not organized in the highly linked and interconnected way of webpages that makes Google so successful.

But one of the keys in producing content and publishing content is how it comes back in a search for information. It is key in knowledge management to sit down like a regular person at the firm and try to the find the content you just produced. People are not willing to sit down and create a complex query or fill in a lot of fields to get an answer. They want to fill a few words into a simple search box and get results.

One of the new features of SharePoint is the ability of individual list items to be returned in search results. The SharePoint list function allows you to organize information in a structured way. For example, collecting a list of precedent acquisition agreements and noting specific characteristics. You can go into the list and filter for a particular set of results. Or, if the list is structured properly, you can just use the simple SharePoint search to return the individual items on the list.

There are questions that cannot be answered by Google and there are answers that cannot be answered by your intra-firm search. But we need to make sure that more and more questions can be answered.

Photo by snakeplisken.

Thursday, April 17, 2008

Wikis in SharePoint 2007

The Firm has taken its second step into Enterprise 2.0 with the launch of our first wikis in SharePoint 2007:


Our first wiki was an import of our existing knowledge management wiki into the SharePoint platform. I wrote about that wiki in a previous post on Making Wikis Work - Success Factors. That wiki had been very successful on the external platform and I expect it will continue to be successful on the SharePoint wiki platform. There have already been several edits.

The downside to moving the wiki was that all of the links in the wiki broke. The links to our intranet were already broken as a result of the upgrade of the intranet from SharePoint 2003 to SharePoint 2007. Now the internal wikis links are broken.

We had debated on whether to move the wiki. The winning argument for the move was that "we need to eat what we cook." If we are going to pitch the use of wikis in SharePoint, we needed to be using them ourselves.

We also launched a second wiki for managing HotDocs and our HotDocs templates. The vision for this wiki was to create the manual for each of the HotDocs templates and to share information among the HotDocs developers. The wiki page becomes the item returned on a search for the HotDocs template.


We found one great feature of wikis in SharePoint is their ability to combine structured and unstructured information on the wiki page. At the bottom of the image above you see the words "Template In Production." I had created a new column/field in the wiki page library called "Template." In the Template column I allowed for the choices of "In Production", "Under Development" and "N/A." You can edit the field right from the wiki page.

By adding the structured content we can also create views of the wiki page library to expose content, rather than having to rely solely on links in the wiki pages. In the image below, the sections labeled "HotDocs Templates", "HotDocs Templates Under Development" and "HotDocs Wiki Recent Edits" are all separate views of the wiki pages library.

Tuesday, April 15, 2008

Blogging in SharePoint 2007

The Firm has taken its first steps into Enterprise 2.0. Using SharePoint's blog platform we launched our first blog today. Mark Puzella, David Hosp and Robert O'Connell started their Trademark, Copyright and Trade Secrets Blog.


They put up four posts the first day and a had handful of comments. (The comments were mostly the authors trying out the comments feature on the blog.)

In early April, we upgraded our intranet to SharePoint 2007. The blog feature works great in SharePoint. Certainly you can't add on the numerous widgets and other tools that you could with WordPress or Blogger. You can add categories to the posts. At first we thought you were limited to one category per post, but quickly found the setting to allow multiple categories per post.

Most of our planned uses for blogs are targeted at hosting firm announcements. It was great to have lawyers dive in and want a real law blog. I hope the Trademark, Copyright and Trade Secrets Blog will be a beacon showing other lawyers the power of blogging inside the enterprise. This may also lead to some external blogs.

Tuesday, April 1, 2008

Back to Work with a Present of SharePoint 2007

After a wonderful four weeks of paternity leave, I am back in the office working on our knowledge management projects.

As a welcome back present, the development team upgraded our intranet from SharePoint 2003 to Micrososoft Office Sharepoint Server 2007. Unfortunately, they are still working on a few permission and editing issues which is keeping us from starting our Enterprise 2.0 projects. (I feel like a dog with a bone on the end of my nose, just waiting for the boss to say go so I can snatch it and eat it up.)

The delay is giving me some time to prioritize my projects. I think first up will be "wiki-fying" my multi-state conveyance database. This was one of my first knowledge management projects on the first generation of our intranet. There is a certain poetry to it being the first Enterprise 2.0 project.

The multi-state conveyance database is our collection of real estate practices, procedures, forms, transfer tax, mortgage tax, precedents and previous matters for each state. Obviously some states have lots of information and some have very little information (Sorry Wyoming!). Its not really a database. Its a collection of webpages hosting the content. They have been notoriously difficult to edit and keep up to date. Equally hard has been letting interested people know about new and updated information. By converting this to a wiki, it should be easier for the entire group to add to and edit the content. It will also be easier to see the changes, verify information and alert the real estate group to new information.

Expect to hear more about our journey into Enterprise 2.0.

Friday, February 22, 2008

Managing Social Networking with Microsoft Office SharePoint Server 2007


Eric Charran published his whitepaper on: Managing social networking with Microsoft Office SharePoint Server 2007.

The whitepaper points out a few ways that SharePoint can be used to expose more information about a person inside the firm. It does not provide the level of interaction or a flow information as powerful as Facebook.

SharePoint does provide a nice platform for exposing more information about the person by pulling information from multiple systems. In particular, I think the use of the techniques and tools discussed in the whitepaper can be used to exposed internal expertise.