1. Using SharePoint at an SMB to Get Stuff Done TAG Enterprise 2.0 Meeting June 1, 2011

3. Headquartered in Atlanta, Georgia; Now with Offices in FL, SC, NC and VA.

4. Leading Medical Professional Liability writer in the Southeast – Ranked 9th in the country

5. Write other Commercial Lines, such as WC, BOP, General Liability and D&O, for the same market

6. Approx. $240 million in Direct Written Premium

8. One primary location to support

9. “Walk & Talk” to each other

10. Centralized decision making – faster?

11. “Simpler” processes

12. More Control over Infrastructure

14. Mobile and remote employees

15. People Issues: Domains / Accountability

16. Compete for the same customers

17. Do the same stuff– Marketing, Sales, Operations, HAL (HR, Accounting & Legal)….. So we really aren’t that different!

19. The Company developed a new 5 year Strategic Plan

20. Instituted formal I.T. Governance surrounding project and resource management – focus I.T. resources on Strategic Goals

22. Using Office for workflow and information, and contracted with third-party vendors for specific tasks

23. Realized there was no integration with corporate data, and no controls between departments

24. What a surprise!

26. Collaboration was NOT a corporate culture – everyone felt they were a silo and unique

27. Few commit the time to define what they want

29. Licensed SharePoint as part of another project (OCS), with an Enterprise CAL

30. Brought in help - ThreeWill (Alpharetta, GA) - for SharePoint guidance, resources and best practices

32. Developed high-level estimates / ROIs and prioritized candidate efforts for those folks

33. Convinced them (aka “I’ll pay the tab”) to let me automate their high-impact tasks (Operations Schedules, Employee On-boarding, Annual Report, etc.)

35. One Site Collection versus multiple Sites (Inheritance / Management)

36. Departments? Communities? Workgroups? All 3 (of course!)

37. Site Map

38. Public / Private Sub-Sites

40. Look & Feel

41. Left-side Navigation versus Frames

43. Enterprise Search

44. Best-Match presentation

45. Tags by Department & Document Type

46. Shared Tags across Enterprise

47. Minimal Metadata (initially…TBD)

50. Quotas

51. Retentions

52. Backups / Restores

53. Utilization Reporting

55. Involved early adopters – daily stand-up meetings and short work sessions

56. Lived the “80% is good enough” rule

57. Kept to the core capabilities of SharePoint – no custom coding or third-party tools

59. Transitioned skills in-house (still use ThreeWill for visioning and staff-augmentation)

60. SharePoint gets considered for new requests involving workflow and/or specialized databases

62. Continue to foster Collaboration as a culture

63. New Sites / Functions identified:

64. Employee Intranet (default homepage for IE)

65. I.T. Projects & Service Tickets

66. Agent Portals

67. Risk Management Site Visits

68. Board of Directors