Interwoven Universal Search Business Drivers and Case Studies. Interwoven Universal Search: Business Drivers and Case Studies.

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1 Interwoven Universal Search Business Drivers and Case Studies Presented by: John Kuttler Robert Guilbert Chris Bull Finnegan Wachtell Lipton Rosen & Katz Osborne Clarke Interwoven Universal Search: Business Drivers and Case Studies Presented by: John M. Kuttler, Director of Information Technology Finnegan About Finnegan 340 Attorneys, focused on Intellectual Property law Rated No. 1 IP firm in the U.S. by Chambers USA Awards for Excellence Five U.S. offices and three international offices (soon to be four, opening a new office in Shanghai) 90+ attorneys with Ph.D. s 1

2 Business Drivers for Universal Search Universal Search (aka Federated Search, Enterprise Search) had been on the back burner for a few years Nobody was darkening my door demanding Universal Search The quest for better search Business Drivers for Universal Search (continued) Major systems have been matter-centric for some time why not search across them? IP Docketing (CPI) Records (LegalKey) Document Management (WorkSite) Financial System (Elite) CRM (InterAction) Once able to search across systems, less need to throw everything into a one size fits all system Finnegan s IUS Implementation Pilot testing with a group of attorneys Plan firm-wide launch by end of September Initial Collections include: All WorkSite libraries Intranet Public Internet site Exchange Public Folders Client-Matter database File Shares (Library of Cases) CPI Docketing System 2

3 IUS at Finnegan 3

4 What s Next for IUS at Finnegan Go live by the end of September Add InterAction connector Upgrade to IUS 6.1 in September/October Newer version of Velocity search engine Fix for Preview Cache Identify other document collections to index, based on feedback from attorneys Tweak knowledge bases used for relevancy ranking Interwoven Universal Search: Business Drivers and Case Studies Presented by: Robert D. Guilbert, Knowledge Management Architect Wachtell Lipton Rosen & Katz About Wachtell Lipton Rosen & Katz Top US Law Firm Single Office in New York 235 lawyers Mergers & acquisitions, complex litigations, finance & restructuring, tax and real estate Top rating in AmLaw Technology survey Fast paced 24x7 environment 4

5 Business Drivers for Universal Search Limitations of search functions in native applications Frustration with the amount of time wasted trying to find information needed to do their job The ability to search across multiple electronic data sources from a single place I can search Google and find information across the entire internet in seconds.why can t I search within our own domain like that? Why We Chose Interwoven Universal Search Leader in Legal Document management solutions Performance and scalability Ease of setup and configuration Ability to open results within native applications Customizable results set Clusters, Bins, Date Slider are easily customizable Intuitive User Interface Security Relevance Start to Finish Timeline August September November December January March June First introduced to Interwoven Universal Search at ILTA Proof of Concept Production Evaluation Deployment Started Interwoven selected as vendor of choice Production Launch Although we have been looking at Enterprise Search solutions for several years, Interwoven was the first to meet ALL of our needs 5

6 Data Sources WorkSite Content Exchange Public Folders Client Memo Database Firm Presentations Database Legal Websites (Federated Search) Return on Investment User Reports 6

7 What s Next??? IUS 6.1 in September/October Additional Data Sources Interaction Tagging/Voting (social search) Role based searching ILTA 2008 Interwoven Universal Search Chris Bull August 2008 Osborne Clarke 430 attorneys (top 30 UK) Full service firm with corporate/tmt focus 3 UK, 2 German, 1 US (Palo Alto) offices 3 UK, 2 German, 1 US (Palo Alto) offices Osborne Clarke Alliance in 11 other European cities 7

8 Our intranet project Went live on MOSS July 2008 Major KM systems overhaul Make information more accessible Improve 2-way communication Reduce lawyer down-time Tackle overload Selecting search engine Centerpiece of intranet Poor prior search facilities Sharepoint not right Difficult selection decision Major investment in Worksite 07/08 Interwoven road map convinced Philosophy A single, simple search tool Legal knowledge focus Fully integrated into intranet Fully integrated into intranet Phase out use of some UIs (eg library) Ranking critical 8

9 Sources being searched Worksite - KM library and matter workspaces Library catalogue PLC external know-how databases Intranet Next - LexisNexis and Westlaw Next - expertise locator Next - interaction CRM and elite Features Split of KM & Other Worksite folders "Window on Worksite" "All" search and tabbed elements All search and tabbed elements Date and PG filters Replace Sharepoint search Issues Amount of older content s in Worksite Privacy/security of worksite content Privacy/security of worksite content Consistency of results Ranking subtlety 9

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11 Interwoven Universal Search Business Drivers and Case Studies Questions? 11