Ali Shahidi Director of Knowledge Management Bingham Mc

Ali Shahidi Director of Knowledge Management Bingham Mc. Cutchen LLP Sponsored by: Kick-off your KM Program with Enterprise Search Quick-Start Chris Zegers CIO Lowenstein Kathlyn Schweyer KRS Director Lowenstein Shy Alter Sr. Consultant ii 3 Inc.

About ii 3 • Trusted consultants to law firms • Knowledge and information management solutions • From strategic planning to practical implementation: Enterprise search, DMS, Portals and more www. ii 3. com

Presentation Highlights • KM is a competitive tool. • KM tech is not just for large firms. Smaller firms should get in! • Closer collaboration between CIOs and KM. • Enterprise search - centerpiece of KM strategy. • The least painful and highest return on KM. • Your attorneys will love it!

About Lowenstein | 1 • 275 Attorneys, 3 Offices • VC Tech, Funds, Life Sciences, Bankruptcy

About Lowenstein | 2 • IT vision based on Firm vision of growth – Talent attraction and retention – Virtual office – Improve access to data – Agility

About KM in the firm | 1 • IT and KM unification is natural progression consistent with change from technology-driven to data-driven practice

About KM in the firm | 2 • Leverage who and what we know • Improve the quality and efficiency of the services we provide to our clients • The 5 Rs and KISS

Enterprise Search in Lowenstein | 1 • Firm-wide interviews • Prioritization of needs • Inadequate DMS search and retrieval • Firm growth and information overload

Enterprise Search in Lowenstein | 2 • Focus on attorney-facing initiative • Data normalization, NMI took a backseat • Quick win in response to attorney feedback • Pitched as resulting in improved client service • Good first impression for KM in the firm

Preparations | 1 • Restricted search to File. Site client-matter folders • Vetted search vendors

Preparations | 2 • We needed more than standard vendor demo • Vetting of consultants • Proceeding to a “deep” POC • Infrastructure build-out before software purchase “Deep” POC Go/No Go Decision Point Firm Wide Pilot Rollout

Implementation | Technology • Full-crawl with our 18 m objects produced POC • Extensive security testing and exclusions • Resolved indexing, UI and functionality issues

Implementation | Pilot • Log DB and Training materials • Pilot of 12 attorneys + KRS + IT • Pilot Feedback: names, concepts, field searching, confidential documents

Implementation | Adoption • Marketing blitz – Posters, Mailings, Intranet • Prioritized outstanding issues • Rollout and Training to Firm • Gamefication of search • Monthly tips, webinars and individual training

Outcomes | Screen Sharing

Adoption and Feedback | 1 • Search branded as One. Search from poll of pilot users • Priority was access through Outlook • Fast response time, accurate, easy to use; filters

Adoption and Feedback | 1 • 87% adoption in 5 months; 73, 000 searches • IT Helpdesk service improved • Partners can find needle in haystack • Challenges: E-mail, sorting, field searching

Outcomes | Future | 1 • Expertise and Matters • Search-driven apps; workflow; collaboration • Data normalization • Integrating sources • NMI • Seamless access to resources

Outcomes | Future | 2 • Context-specific information delivery • Client driven • Competitive Intelligence / Advantage • Mobility • Cloud • Personalization • Social media