Chris ZegersCIOLowenstein

Shy AlterSr. Consultantii3 Inc.

Kick-off your KM Program with Enterprise Search Quick-Start

Kathlyn SchweyerKRS DirectorLowenstein

Ali ShahidiDirector of Knowledge Management Bingham McCutchen LLP

Sponsored by:

About ii3

• Trusted consultants to law firms

• Knowledge and information management solutions

• From strategic planning to practical implementation:

Enterprise search, DMS, Portals and more

www.ii3.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 FileSite 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” POCGo/No Go Decision

Point

Firm Wide Pilot Rollout

Implementation | Technology

• Full-crawl with our 18m 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 OneSearch

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