Business Requirements Analysis

BUSINESS REQUIREMENTS ANALYSIS
FOR
PIPELINE
-Draft-
June 2006
Written by:
and
Pipeline Requirements Analysis
CONTENTS
PAGE
1.
EXECUTIVE SUMMARY..................................................................................................2
2.
INTRODUCTION................................................................................................................2
2.1
2.2
PURPOSE OF THIS DOCUMENT.............................................................................................2

STRUCTURE OF THIS DOCUMENT.........................................................................................2
3.
EXECUTIVE SUMMARY..................................................................................................2
4.
REQUIREMENTS ANALYSIS APPROACH...................................................................2

4.1
4.2
4.3
4.4
SURVEY RESULTS................................................................................................................2
ON SITE PRESENTATIONS.....................................................................................................2
INTERVIEWS.........................................................................................................................2
ANALYSIS............................................................................................................................2
5.
SYSTEM SCOPE.................................................................................................................2
6.
PEOPLE REQUIREMENTS..............................................................................................2
6.1
7.
WORKGROUPS.....................................................................................................................2
FUNCTIONAL REQUIREMENTS...................................................................................2
7.1
7.2
7.3
7.4
7.5
7.6
7.7
7.8
7.9
7.10
7.11
7.12
7.13
8.
PERSONALIZATION / CUSTOMIZATION..................................................................................2
INTEGRATION.......................................................................................................................2
SECURITY............................................................................................................................2
PUBLISHING.........................................................................................................................2
SEARCHING..........................................................................................................................2
NAVIGATION........................................................................................................................2
AUDITING............................................................................................................................2
CATEGORIZATION / TAXONOMY..........................................................................................2
SITES...................................................................................................................................2
RESEARCH........................................................................................................................2
COLLABORATION..............................................................................................................2
PERFORMANCE.................................................................................................................2
NAVIGATION.....................................................................................................................2
NEEDS ASSESSMENT.......................................................................................................2
8.1
8.2
8.3
8.4
8.5
8.6
8.7
8.8
8.9
8.10
BENEFITS DEPARTMENT.......................................................................................................2
HUMAN RESOURCES...........................................................................................................2
ATTORNEY RECRUITING......................................................................................................2
WORD PROCESSING CENTER...............................................................................................2
BUSINESS DEVELOPMENT....................................................................................................2
RECORDS.............................................................................................................................2
LIBRARY..............................................................................................................................2
INFORMATION TECHNOLOGY...............................................................................................2
ACCOUNTING.......................................................................................................................2
DOCKETING & CALENDAR...............................................................................................2
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8.11
8.12
8.13
8.14
8.15
8.16
8.17
8.18
8.19
8.20
9.
GOVERNMENT CONTRACT & REGULATED INDUSTRIES...................................................2

CORPORATE......................................................................................................................2
LABOR & EMPLOYMENT..................................................................................................2
BUSINESS TRIAL PRACTICE..............................................................................................2
CONSTRUCTION, ENVIRONMENT, REAL ESTATE & LAND USE LITIGATION.....................2
FINANCE & BANKRUPTCY...............................................................................................2
INTELLECTUAL PROPERTY................................................................................................2
WHITE COLLAR DEFENSE................................................................................................2
OFFICE OF THE GENERAL COUNSEL.................................................................................2
SMRH OFFICE PAGES.....................................................................................................2
DATA REQUIREMENTS...................................................................................................2
9.1
9.2
9.3
10.
CONTENT TYPES..................................................................................................................2
STORAGE REQUIREMENTS...................................................................................................2
DATA MIGRATION................................................................................................................2
HIGH LEVEL DESIGN......................................................................................................2
10.1
10.2
10.3
10.4
10.5
10.6
10.7
10.8
10.9
10.10
10.11
10.12
10.13
10.14
10.15
10.16
10.17
10.18
10.19
11.
BENEFITS PAGES..............................................................................................................2
HUMAN RESOURCES........................................................................................................2
ATTORNEY RECRUITING...................................................................................................2
WORD PROCESSING CENTER............................................................................................2
BUSINESS DEVELOPMENT................................................................................................2
RECORDS..........................................................................................................................2
LIBRARY...........................................................................................................................2
INFORMATION TECHNOLOGY...........................................................................................2
ACCOUNTING...................................................................................................................2
DOCKETING & CALENDAR............................................................................................2
GOVERNMENT CONTRACT & REGULATED INDUSTRIES................................................2
CORPORATE..................................................................................................................2
LABOR & EMPLOYMENT...............................................................................................2
BUSINESS TRIAL PRACTICE..........................................................................................2
CONSTRUCTION, ENVIRONMENT, REAL ESTATE & LAND USE LITIGATION..................2
FINANCE & BANKRUPTCY............................................................................................2
INTELLECTUAL PROPERTY............................................................................................2
WHITE COLLAR DEFENSE.............................................................................................2
OFFICE OF THE GENERAL COUNSEL............................................................................2
CONCLUSION....................................................................................................................2
APPENDIX I SURVEYS............................................................................................................2
APPENDIX II LIST OF GROUPS INTERVIEWED..............................................................2
APPENDIX III - SOURCE DOCUMENTS................................................................................2
APPENDIX IV - FUTURE REQUIREMENTS..........................................................................2
APPENDIX V - REJECTED REQUIREMENTS.......................................................................2
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APPENDICES
I
QUESTIONNAIRE
II
LIST OF PARTICIPANTS
III
SOURCE DOCUMENTS
IV LIST OF FUTURE REQUIREMENTS

V
LIST OF REJECTED REQUIREMENTS
VI GLOSSARY
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VERSION CONTROL
The following table provides a record of modifications to this document.
Version Author(s)
Issue Date Summary of Changes
0.5
1.0
2.0
3.0
4.0
05/07/2006
05/30/2006
06/08/2006
06/11/2006
06/13/2006
Craig Valera
Dora Martinez
Craig Valera
Dora Martinez
Dora Martinez
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Initial draft
Revisions to draft
Formatting changes
Revisions to draft
Revisions to draft
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1. EXECUTIVE SUMMARY
The Sheppard, Mullin, Richer & Hampton LLP (SMRH) Knowledge Management (KM) and
Information Technology (IT) teams have undertaken the project of upgrading the current firm
portal (Pipeline). The upgrade will consist of moving the platform of Pipeline from LawPort to
Share Point 3.0. The upgrade needs to address three main complaints from our user
community: Performance, Navigation and Search. The KM and IT teams feel that Share Point
will help us address all three issues using the application's native functionality. Where Share
Point is not able to address certain features or functionality, third party vendor web parts or tools
may be added to fulfill the need.
The project will be approached in two phases. Phase I will include the initial rollout and address
the main concerns identified above. Additional functionality may also be included depending on
complexity and bandwidth of teams. Phase II will be a longer effort and include more complex
feature requests as well as address any remaining issues of Phase I.
Share Point 3.0 is a beta application which has a general release scheduled for October 2006. It
is understood that the SHRM teams will be using beta software to develop and configure the new
Pipeline. It is also understood that if by the time SMRH is ready to deploy the new Pipeline,
SharePoint is still not released to the general public, the KM and IS teams will move forward and
deploy the new Pipeline using the beta version of Share Point.
The KM and IS teams felt that the current Pipeline was not being used often or effectively by its
user community. Calls for support on Pipeline to the KM team were not a good benchmark due
to the lack of a call tracking system. The team needed to gather information directly from users
that would confirm the three known main concerns referenced above. However the team also
needed an awareness campaign to let users know help was on the way and, most importantly,
the team wanted to know what tools and features would be most useful to our user community.
The team accomplished their goal using a three-step process. First, a brief survey was sent to
all users. The survey questions were focused on the main features of Pipeline and included
questions on the issues already known. Second, on site presentations were held at every office
and users were given a chance to provide feedback at that time. Third, volunteers were asked to
sit through an interview process where the team gathered more detailed information about what
would or would not be useful to have on their home or site page.
The efforts firmly confirmed that the three main concerns were in fact Performance, Navigation
and Search. Additionally, it was found that a great number of users were unaware of many of the
features and tools currently available on Pipeline and that users were not open to attending
structured training sessions.
The Functional Requirements defined in Chapter 7 of this document addresses the goals of the
project and specifies the requirements that must be met for a successful upgrade. The training
issue mentioned above will be addressed by having presentation-style sessions that will include
a tour of the main features and content of the new Pipeline and will provide the attendees with
information on how to get more information and who to call for help.
Chapter 8 lists the needs assessment as requested by the focus group participants. Some of the
requests were deemed simple and most likely to be addressed by Share Point out of the box,
these were added to Phase I of the rollout and Chapter 8 provides a high level design of the
requests. The requests that were determined to be more complex in nature have been added to
Phase II of the rollout and details, if gathered already, are included in Appendix IV.
The success of the upgrade will be measured twofold. The most important measurement will be
based on usage. The current Pipeline does not have a way to measure usage so we are unable
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to generate a baseline number. Therefore, we will generate daily and weekly usage reports
beginning day one of the rollout to gauge and analyze use trends.
The second measure of success will be based on user acceptance of the product. this measure
will be based on a short survey that will be sent to our users structured similarly to our initial
survey and responses will be compared between the two. There will be new functionality in the
new Pipeline and some old functionality will no longer be available, by design, which prevents us
from using the same survey.
Upon a successful completion of Phase I of the new Pipeline rollout, the KM and IT teams will
begin work on Phase II.
2. INTRODUCTION
In April 2006, General Networks Corporation commenced a project with Sheppard, Mullin,
Richter & Hampton LLP (Sheppard Mullin) to assist in the business requirements gathering
process for the Microsoft SharePoint replacement of LawPort used as the backend engine
running the current firm portal (Pipeline).
2.1
Purpose of this Document

The purpose of this document is to specify the business need for the new version of Pipeline and
for systems integration between the new system and other existing or planned Sheppard Mullin
systems. The business requirements listed in this document will help facilitate a system design
to be developed for the new system. This design stage will involve prototyping for some or all of
the functions identified. It should be noted that while the current implementation project is
focused primarily on providing functionality currently available in Pipeline, requirements are
being analyzed for Sheppard Mullin as a whole in order to ensure that the design of the system is
flexible enough to accommodate any additional requirements.
This document is intended to be read by system users, primarily the Pipeline Project members
and the Sheppard Mullin IT Department. From this document each of the parties involved
should be able to envision the intended functionality of the system. The system design will then
describe how the functionality is to be implemented.
The benefit of developing business requirements as a first stage of system design is that we can
be sure the final system meets the business need. Systems developed without an agreed and
finalized set of business requirements typically do not meet the business need ideally and are
therefore not well received by the users of the system. Additionally, with several technology
projects simultaneously occurring within Sheppard Mullin, the interfaces amongst the systems
must be taken into consideration during the requirements determination to promote a consistent
design.
2.2
Structure of this Document

Following this introduction the remainder of this report is structured as follows:
Chapter 2 details the requirements analysis approach

Chapter 3 outlines the scope of the system
Chapter 4 lists the users and user groups within the system
Chapter 5 lists the functional requirements for the new system
Chapter 6 details the needs assessment conducted by the KM team
Chapter 7 defines the data requirements of the system
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Chapter 8 describes the high level design of Pipeline

Chapter 9 provides the conclusion
The appendices following the main body of this report are:
Appendix
Appendix
Appendix
Appendix
Appendix
Appendix
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I copies of the surveys sent to the Sheppard Mullin users

II - lists the individuals who have assisted with this study
III lists the publications reviewed for this report
IV details future requirements
V details rejected requirements
VI is a glossary
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3. EXECUTIVE SUMMARY
4. REQUIREMENTS ANALYSIS APPROACH
The requirements have been developed based on live presentations with feedback, survey
responses from each user group and through follow-up workgroup discussions with several
groups of users. An effort was made to interview representative from all firm practice groups,
departments, and offices and include members with different roles in the organization, including
but not limited to: Partner, Associate, Manager, Secretary, Legal Assistance, Administrative,
Technical and Clerical.
Table 2.1 below lists the workgroups that identify our portal customers.
Table 2.0.1 Organization Units

ID
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Workgroup
Description
Partner
Special Counsel
Associate
Attorney - Other
Manager
Technical
Administrative
Legal Assistant
Legal Secretary
Administrative Secretary
Clerical
Text Editor
While not all workgroups have unique needs, we found that special consideration should be
given to security access for specific web parts, links, items or tools within certain sites.
Additionally, there are some tools or applications that will be available through the portal but
access to these will be on an as need basis or based on the instructions of the site owners. For
this reason, Administration privileges should be kept to a small number of authorized personnel.
4.1
Survey Results
Appendix I to this document provides a copy of the surveys that was used in the requirements
analysis including the results . The survey was sent to 460 attorneys and 559 staff for a total of
1019 total users firm wide. We received 243 (52%) attorney responses and 389 (69%) staff
responses for a total of 632 surveys returned from all offices. A breakdown of the number of
responses per office is listed in table 2.1.1 below. The suggestions refer to the one open
question in the survey where we allowed users to expand on their views of the current Pipeline
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and their suggestions on how it can be improved. This last question was optional and not all
respondents elected to answer it.
Table 2.1.1 Survey results breakdown per role per office

Participant Roles
Los Angeles Office Staff
Los Angeles Office Attorneys
Orange County Office Staff
Orange County Office Attorneys
San Francisco Office Staff
San Francisco Office Attorneys
Century City Office Staff
Century City Office Attorneys
New York Office Staff
New York Office Attorneys
Santa Barbara Office Staff
Santa Barbara Office Attorneys
Del Mar Office Staff
Del Mar Office Attorneys
D.C. Office Staff
D.C. Office Attorneys
San Diego Office Staff
San Diego Office Attorneys
Responses per role/office

182 responses, including 83 suggestions
Users were asked 10 questions structured around the issues that were known to our support team,
mainly performance, navigation, and search. The surveys confirmed that these three issues are
the main concern for our users and we continued to hear the same message during our
presentations and focus group interviews.
4.2
On Site Presentations
Each of our current nine offices was visited to provide a half hour presentation where we
presented an overview of the portal upgrade project and shared the results of the surveys. We
also collected feedback from the attendees and added the feedback to our requirements gathering
process.
4.3
Interviews
Follow-up interviews were conducted with representative groups or individuals for each different
page currently available on the portal to provide further definition of the requirements, including
requirements for the personalized home page of individuals based on their role at the firm,
practice group membership and geographical location. A copy of the preparatory questionnaires
that were supplied to the focus group participants prior our meetings can be found in Appendix I of
this document. The table in Appendix II of this document provides a list of the members and
groups that were interviewed as a part of the requirements analysis.
4.4
Analysis
As we began the requirements gathering process we knew the general areas of concern to our
user community and the exercises above helped to confirm that we were correct in our
assumptions with regards to performance (speed) being the number one concern followed by
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navigation (page clutter) and inability to search. However, there were a couple of issues brought
up which should be closely watched as we rollout the new Pipeline.
1. While navigation was a major concern, a significant number of the users who participated
in our requirements gathering exercises were not familiar with a lot of the information and
functionality available to them on Pipeline. This points to the lack of awareness on the
portal and tells us that we have to do a better job and ensuring that our users know not
only what they can find in Pipeline but how that information can help them leverage their
work load.
2. The issue of training was addressed with the various groups. We want to deliver the type
of training that will be most efficient to each sector of our user groups. We found that
most users are adverse to having formal training on the portal, instead we were ask to
build a portal that is easy to navigate and intuitive. Public web sites were used as
examples of how users can find what they need without training if the sites are easy to
navigate and contain relevant information.
In addition to the presentations, surveys and interviews, we have used the following information to
develop the business requirements:
-
Sheppard Mullin documents (as listed in Appendix III)

Our knowledge of the current version of Pipeline and the capabilities of the proposed
version of Microsoft SharePoint to be used for this project.
The design of Pipeline will be based on the requirements expressed in this document. The new
system should provide the functionality described within these requirements. If, however, during
the implementation of the portal it is necessary to reduce functionality in order to set a scope that
meets the requirements of timescale and cost for the project, the requirements may be prioritized
to determine which functionality may be postponed to future phases. Furthermore, some features
or functionality may be scaled down in order to maintain an acceptable performance from the
portal.
The business requirements analysis details business needs related to people, functions, data,
technology, and interfaces, which are considered during the design and implementation of the new
system. Some requirements may be deemed to be outside the scope of work for this project.
Some requirements may be moved to a Future Requirements section for eventual
enhancements and added functionality to the system (see Appendix IV). Others may be moved to
a Rejected Requirements section (see Appendix V) because they prove to be technically
infeasible or out of scope. The design of the system should meet all other requirements.
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5. SYSTEM SCOPE
The overall scope of the Pipeline will involve all users and all departments at Sheppard Mullin.
However, the first phase of the project will address only the functionality that can be reasonably
developed in time for a December 2006 rollout.
SharePoint will provide similar functionality to what is currently available in LawPort to users of
Pipeline, the firm portal. The firms IT and Development teams with collaboration from the KM
Team will analyze the current needs of the portal users and determine the business requirements
to be addressed by Share Point. If a particular feature currently offered in Pipeline through
LawPort is no longer deemed necessary, the feature will be rejected and exempted from this
scope. The KM team may determine that it may not be feasible to deploy some features
currently available in Pipeline through LawPort during Phase One of the project. Those features
will be included in the Future Requirements section and a separate document may be used to
outline the needs assessment, system and functional requirements and design for some features
depending on the scale of the feature desired.
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6. PEOPLE REQUIREMENTS
This section addresses the needs of the various people and workgroups with regard to the
functions of Pipeline.
Our user population encompass nine geographical locations: Los Angeles, San Diego, Del Mar,
Orange County, Century City, Santa Barbara, San Francisco, Washington DC and New York.
Each office serves users with differing needs and roles as described in Table 4.1.1. Additionally,
most attorneys are members of a practice group with some unique needs for their personalized
home page and the practice group public page. Below is a chart that summarizes our customer
base throughout the firm.
6.1
Workgroups
Table 4.1.1 lists the total user count of 1032 by workgroup.
Note: I am unable to get an accurate count from Pipeline, therefore, the count in the table below
does not add up to 1032.
Table 5.1.1 Total Staff User Count

ID
1
Workgroup
System
Users
Partners needs for personalized home page are based on practice group membership
and geographical location as specified in section 6 of this document. A unique need for
this group is access to financial information by client and matter stored in CMS.
Los Angeles
57
San Diego
19
Del Mar
14
Orange County
24
Century City
13
Santa Barbara
4
San Francisco
36
Washington DC
15
New York
14
TOTAL
196
Associates needs for personalized home page are based on practice group
membership and geographical location as specified in section 6 of this document.
Los Angeles
64
San Diego
15
Del Mar
19
Orange County
20
Century City
22
Santa Barbara
3
San Francisco
27
Washington DC
13
New York
15
TOTAL
198
All other attorneys the needs of users that fall in this group will be based on
requirements gathered for the workgroup 'associates'. If there are additional needs,
they will be gathered, assessed and added to the future development road map after
Share Point has been deployed.
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ID
Workgroup
System
Users
Los Angeles
San Diego
Del Mar
Orange County
Century City
Santa Barbara
San Francisco
Washington DC
New York
TOTAL *Unable to determine numbers per office.
66
Paralegals & Legal Assistants the needs for this group will be based on practice group
membership and geographical location.
Los Angeles
24
San Diego
4
Del Mar
3
Orange County
5
Century City
2
Santa Barbara
1
San Francisco
7
Washington DC
8
New York
4
TOTAL *Includes: Law Clerk, Law Clerk/Floater Secretary, Legal Assistant,
58
Legal Assistant/Secretary, Legal Clerk, Legal Intern, Legal Research
Assistant, Legal Support Clerk.
Legal Secretaries this group will have access to services offered by the various firm
departments such as HR, Bus Dev, IT, Records, etc. as well as information specific to
the external offices. The specifics of the group's needs are included in Section 6 of this
document.
Los Angeles
74
San Diego
17
Del Mar
20
Orange County
19
Century City
21
Santa Barbara
3
San Francisco
30
Washington DC
16
New York
26
TOTAL
226
IT & KM Staff the personalized pages of members of this group will be largely dictated
by the individual users. Public department sites will be used to publish informational
material as specified in section 6 of this document.
Los Angeles
26
San Diego
2
Del Mar
1
Orange County
2
Century City
1
Santa Barbara
0
San Francisco
4
Washington DC
2
New York
2
TOTAL
40
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ID
7
Workgroup
System
Users
Administrative & Non Legal Staff members of this group will have access their local
office informational links as well as links to information published by the benefits and
HR departments. If there are additional needs they will be assessed and added to the
future development road map after Share Point has been deployed.
Los Angeles
68
San Diego
3
Del Mar
9
Orange County
6
Century City
3
Santa Barbara
1
San Francisco
14
Washington DC
3
New York
5
TOTAL
112
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7. FUNCTIONAL REQUIREMENTS
The required functional support for the migration effort falls into the following functional areas:
Personalization/Customization
Integration with other systems
Searching
Navigation
Auditing/Reporting
Categorization/Taxonomy
Collaboration
Content Publishing
The functional requirements will be addressed individually per department, office and law
practice group on an as need basis. Some departments will need all of the functions described
below and others will need only select functions. The requirements gathering process will weed
out the individual needs of each department, office or group.
The following requirements were identified during an initial analysis of the Pipeline upgrade
project.
7.1
Personalization / Customization
7.2
Integration
7.3
Ceridian, for profile, directory, PG, department, birthday information.

Outlook, for shared calendars, access to Outlook elements for user via portal.
InterAction, to generate lists of contacts by client & matter.
CMS, for financial information by client & matter.
iManage, for quick access to documents and document content via portal.
CompuLaw, for docketing and trial calendar information
Capital IQ, for access to financial research & analysis tools via the portal
Contacts Central, for access to 'who knows whom' through contact & email index
Extranet (MME), for access to web based matter management via the portal
Security
7.4
Target Audience: Provides targeted messages depending on the site visitors profile, and
displays only the information that is relevant to that user based on the profile information
that is gathered and stored in the systems as the user navigates through the site.
Credential Mapping
Add components to a page and delete, move, hide or show any component on the page.
Some components "sticky" on page and cannot be modified nor removed by user.
Certain components on page can be restricted from customization by user.
HR sub-site / portlets
Alerts
Security should allow for Page / Site, Group, Library and item level security.
Intersecting security (securing to Group and individual, or item and library).
Web part / Component security
Item level security within the web part / component.
Publishing
Publishing documents to Pipeline should be a streamlined process. Links to iManage

documents should be used whenever possible in lieu of separate documents that must
be updated separately.
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7.5
Searching
7.6
Generating reports from user log files. General auditing statistics: Successful hits for
the entire site Average hits per day, Home page hits, Page Views (Impressions)
Average Page Views, Visits Average Visits, Unique Visitors, Visitors Who Visited Once,
Visitors Who Visited More Than Once, Page Views, Visits, Hits over time, Top Pages, Top
Visitors, Pages, Files, Visitors Top visitors, Demographics Breakdown by office,
Practice Group, department, Activity Breakdown by day, week, month
Track user activity to generate recommendations of content.
Group reports by role, PG, office, etc.
Generate user reports / component reports on the fly.
Showing sites and users who have access.
Categorization / Taxonomy
7.9
Multiple links available; e.g., on most web pages, one can use navigation links at bottom
of page as well as via components at the top.
Auditing
7.8
Search results should display by page / category.

Relevancy ranked search results / Best Hits.
Total number of hits easily displayed.
Hits highlighted and search term shown in context to where it appears
Searches of external sites. User can select external target of search.
Textual / conceptual search engine that searches many data sources such as team sites,
exchange public folders, etc.
Metadata searching via attributes, categories, library, etc.
Define search types: Content, People, Client, Matter, etc.
Navigation
7.7
Allows content publishers to perform sophisticated publishing directly from standard

desktop office applications such as Microsoft Word, Excel and PowerPoint.
Supports multiple Web authoring tools such as Microsoft FrontPage and Macromedia
Dreamweaver.
Content updates can be safely and easily published and secured by non-technical staff.
Custom Types: Additional custom types can be created, or items 'out the box' types can
be redefined to suit unique content management requirements.
File content can be saved or loaded directly from desktop applications like Windows
Explorer, Microsoft Office, many HTML editors, and other applications.
Formatting
Associating published items to a taxonomy / classification system.
Flexible Topic Hierarchy

Taxonomy Mapping
Automatic Metadata Synchronization
Sites
Site Types: PG, Department, Office, Client Matter, Client Teams, Personal,
Directory Pages: Flexible People Profile Schema
7.10 Research
Portal will provide some research services to end users who might use this site as a front
door to the library. These users will be given enough information and options to decide
whether to use the general library services or go to specialized portals, libraries or other
services.
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7.11 Collaboration
Communicating and collaborating on a project, including projects that span across

offices and practice groups. Additionally, some practice groups have the need for online
discussion threads.
Sharing documents
Publishing meeting notices
Tasks and announcements
Online calendar for public/private users to view
Document / item versioning
Approval Workflow
Automated form completion with approval workflow
Check-in and Check out via portal using iManage integration tool
Document Profiling via portal using iManage integration tool
7.12 Performance
Fast home page start time at boot up

Fast page load times.
Fast page turnovers.
Performance must not be impeded by Sheppard Mullin IT infrastructure or by features
that may strain the system .
Note: Some of the existing and newly requested features may be sacrificed to maintain
performance to under 3 seconds load/refresh time.
7.13 Navigation
Clutter free, simple UI that is personalized to the needs of the individual user
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8. NEEDS ASSESSMENT
Interviews were conducted with each department and practice area to determine their specific
functional needs for Pipeline. The current Pipeline functionality was used as a roadmap for the
discussions. The results of the discussions are outlined below. The high-level design
requirements gathered during these sessions are outlined in section 8.
Functional requirements have been determined for both Phase 1 and Phase 2 of the Pipeline
project. Because the needs of the two phases are distinct they are discussed separately below.
Although the various components, items, links and tools will differ for each department, office
and PGL page, a standard look and feel should be maintained throughout all pages and sites.
Additionally, links to information about (purpose of) the site and profile information (use pictures
whenever possible) about the members of the site should be included in each site and located in
the same area of the page. These links can be omitted from the personalized home pages.
The following components/links have been found to be needed for all PG member home pages
and may or may not be mentioned in each of the PGL specific needs assessment summaries
that follow:
Link to Financials, visible to Partners only
Link to Matter Intakes, visible to Partners only
Link to Partnership Agreement page
If a page or site does not have an assigned administrator, the role should be defaulted to the
Pipeline administrator. Administrator Email links on any of the new Pipeline pages should point
to the internal email address by name not alias.
The following components must be added to all home pages as sticky, users should not be able
to minimize, move or remove them:
Congratulations
News From Guy
8.1
Benefits Department
The benefits page consists mostly of static informational pages and links to various SMRH-service
provider external sites that provide additional benefits information.
The meeting was attended by:
Department Page needs Phase One:
All components and the items and links currently published to Pipeline must be uploaded
and indexed to Pipeline at rollout.
Items currently published to Pipeline's hidden pages section, listed in Section 8, should
be published to the Benefits Page and secured with view rights limited to select staff
(office managers, partners, PGL, etc.) as dictated by the Benefits Page administrator.
Secured data should be indexed and only displayed to users who have rights to view the
information.
Note: The administrator for the Benefits Page will be responsible for uploading all items to Share
Point prior to the rollout.
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Department Page needs Phase Two and beyond
Interaction with the HR data in HR system to give users the ability to access vacation,
time off balances on the fly via the portal.
General meeting notes:
8.2
The site currently does not offer interactive form completion and/or workflow and no
immediate need for these type of features is foreseen.
The need for interactive form completion and workflow will be re-evaluated once the
initial deployment of Share Point has been completed to the department's satisfaction
The existing links to external web sites point to the site's home or login page, no
automatic login scripts are currently being used.
Automatic login scripts to these external websites are not needed and may not be an
option going forward. The security of the sensitive information accessed via these web
sites may be compromised by automatic logins due to the propensity of users to share
their network login credentials.
The need/feasibility of automatic login scripts for links to some of the external web sites
available on the Benefits page will be addressed once the initial deployment of Share
Point has been completed to the department's satisfaction
Human Resources
Welcome component (new hires announcement) localized to each user's office
HR related news feeds (RSS)
Department meetings & events
Link to SMRH Internet HR/Benefits page
Staff daily status reports
Site Map (Pipeline table of contents)
All components and items currently on the Pipeline HR page
A section of highlighted policies, 2-3 policies will be highlighted periodically
New format for Office Manual should be fully indexed and searchable by section with a
table of contents that user hyperlinks to each section in manual
Personnel Procedure Manual, visible only to Office Manager
Interactive online forms for vacation requests
Ability to search for staff based on experience, PG membership, etc.
Streamlined process for job postings
Workmen's compensation component with links, some visible only to office managers
My HR page users can access pay stubs, vacation time, hours worked, emergency
contact, etc. (integration with applications that store this data)
Training videos for Fire & Safety, Kronos, etc.
Historical HR documents archive archived news, announcements, etc.
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Interactive online form for new hires to complete employment documents with workflow
and notification features, see general meeting notes below.

_____ and ______ put together a rough workflow chart and compiled the forms that are
currently completed by new hires in hard copy.
Our developer is currently working with the information and forms provided by HR to
develop an application that will satisfy this request.
When completed, the application will be deployed independent of the Share Point
rollout.
8.3
Attorney Recruiting
Dual or multiple pages that can be accessed from the department site.
The department page content changes two times a year to service the needs of the
Summer Associate program and the Fall Associate arrivals.
They would like one site to address the needs of both without having to reconfigure the
site components and published items specific to each group's needs twice a year.
The components and items published should be displayed to each group based on login.
All content published to this page must have a standard template to ensure consistency.
Content currently published to the department page is uploaded by staff in different
offices a department page template should insure consistency.
There are various links on this page that point to information addressed by other
department pages. These links should be eliminated. However, they are only on the
page during the Fall, therefore, they are not on the page now. Check with page
administrator for a list of links.
Access to Pipeline should be granted to new hires the day they begin work.
Office travel information (for each office)
Entertainment suggestions (for each city we have an office in)
An external interactive department site that will allow Summer Associates to access
information, complete forms online and upload requested information.
Approval/notification workflow for the interactive forms requested above.
A portal page for advanced searching of firm data that is stored in various firm systems.
Data that is frequently needed includes: language skills, bar admission dates, school(s)
attended, hire date, date made partner, etc.

Because the deployment of the new Pipeline is scheduled for December 2006, the
components and items published will address the needs of the Fall Associates.
However, the possibility of having bi-annual information available on the page at the
same or overlapping times should be explored, but only if this action does not add
unnecessary clutter to the department's main page.
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8.4
Word Processing Center

All of the existing items currently under the General component of the department page
should be published and indexed when the new Pipeline is rolled out.
Additional information and features to be made available through the portal using
varying degrees of security settings and available to site users based on login
credentials.
Note: A more detailed needs assessment for the additional information to be made available on
this page will be provided at a later date by the site administrator.
8.5
The information pages about and links to other departments may or may not need to be
included on Pipeline's new page for the WPC department. This decision will be made at
a later date by the page administrator.
Business Development
All items currently owned and published by the Bus Dev department, accessed from the
department page components or the page's customized navigation bar and Pipeline's
Home page components or navigation bar should be published and indexed when the
new Pipeline is rolled out.
Data currently available via different pages or navigation bars should be consolidated
and offered via the Bus Dev page
Bios currently published to the SMRH Internet page should also be published and
indexed on the department page.
Online business cards request form with auto routing (basic workflow) to appropriate
responsible party: _________ for all except SF, SD, & DM office personnel, those should
route to the corresponding Office Manager.
Self-serve Pitchbooks
Self-serve proposal generator
Martindale profile
Attorney Bio form
Sponsorship Forms with workflow and ability to follow up on status of signatures needed

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8.6
All data will need to be republished by the page administrator. No data migration
necessary.
Users' ease of navigating to the different Bus Dev offerings should not be sacrificed as
the number of links maintained by the department are reduced.
The Bus Dev department also handles the Clients First and Client Teams pages.
The information and tools offered by these pages should be consolidated to the Bus Dev
page if page can still be kept 'clean' and easy to navigate.
Records
All components and their items and links currently published to Pipeline must be
uploaded and indexed to Pipeline at rollout.
The Matter Intake Form (interactive form with workflow functionality) must be migrated
and functional
The Matter Intake Status Chart (searchable table) must be migrated and functional
The FMM Form (IP Intake Form) (interactive form with workflow functionality) must be
migrated and functional
The following components should not be recreated in the new Pipeline: Guides; News;
Meetings & Events; and Welcome. They are not being used.
The three forms currently available under the Documents / Forms component should be
converted to online forms that can be completed and printed for signature.
The Matter Intake Status Chart search table should be recreated using Info Path or other
Share Point standard application and include user friendly features such as search, filter
and sort.
The Matter Intake Form should be recreated using Info Path forms and workflow.

Current problem with Pipeline is that there are duplicate and/or incorrect matters listed in
the Client/Matter search results. Where the duplication is generated is unknown but this
issue should be addressed in the new Pipeline.
8.7
Library
All existing research links must be recreated and pointed to the appropriate external web
sites or internal information pages.
Client validation for additional web services not already using this feature.
Display research information in a small browser window within the user's home page.
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A variety of newsfeeds (RSS) available from the Library page that can be added and
customized by user's to their home page.
Public calendars made available as a component on the portal and the ability to
merge/combine several calendars into a master calendar.
Digital financial dashboard.
Ability for department manager to access A/P & A/R reports for his vendors on demand.
8.8
The Library maintains a list of passwords to Westlaw, Lexis and LoisLaw. These will be
needed to recreate the links with user authentication pass through when the sites are
accessed from within Pipeline.
Information Technology
All existing Pipeline components should be migrated to the new Pipeline except for:
viDesktop, Intake Form, and IT Guides/ Documentation
Industry news (RSS links) for IT related industries
Ability to send IT alerts via the portal to all users firm wide
Easy to use firm directory with extended user profile information
Web part to request support or check status of support request via the portal also
ability to rate the services received
IT Knowledge base for tips, product documentation and IT policies with ability to retrieve
metrics on usage
Tip of the day to be delivered to all users users would have the option to unsubscribe
from alerts
Firm wide new hire listing
Resources reservation tool for IT equipment
Online purchasing request form with basic workflow
Online vacation request form with basic workflow

Kronos will be upgraded soon and the latest version may have an API for Share Point
that will allow users to view their bank of earned hours for vacation, sick time, etc. bank
of hour. When available, we should plan on integrating the service with Pipeline.
8.9
Accounting
Migrate all components and items currently published on Pipeline
None at this time

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CMS will be upgraded in the near future. The upgrades will provide greater interaction
flexibility for Share Point. Once the upgrade has been completed, the Accounting team
will determine what, if any, information and/or reports will be accessible via the portal, in
addition to what is already offered via the Financials link for Partners.
There are a number of confidential documents that are currently made available via
Pipeline to select staff. Those documents should be migrated to the new Pipeline with
strict item level security and access granted to the appropriate users.
8.10 Docketing & Calendar

All existing Pipeline components should be migrated to the new Pipeline except for:
Human Resources and Information Technology
The Meetings & Events component should display only department meetings & events
The Welcome component should display only new hires for the department
Links to court holidays & news federal, state, and district courts
New feeds (RSS) to relevant court web sites (i.e. CA Rules of Court)
Recreate the Docket & Calendar Department Procedures document in electronic format
and make sections editable and searchable via the portal
CompuLaw is scheduled to be upgraded in September 2006. The upgraded system has

Share Point integration that will allow users to print reports, look up cases and deadlines,
and view docketing and trial calendars via the portal. Once the upgrade to CompuLaw
has been completed we can review the option to make these features available through
Pipeline.
8.11 Government Contract & Regulated Industries

Link to Matter Intakes form
Access to report on own billable hours
Link to Financials, visible to partners only
Notification (alerts) of new matters for PG and local office
Ability to search for Client/Matter information easily from home page
Link to HR information (i.e., office holidays, benefits, etc.)
News links (RSS feeds) various sources
Sporting events local events displayed on the page and a link to events in other offices
Government contracts periodicals posted on the home page with notification to

subscribers, see Section 8 for listing of publications.
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PG master calendar of group events, meetings and member vacations
Expert lists (judges, mediators, arbitrators, internal experts)
Brief bank (exemplar documents and forms)
Docketing calendar to help keep track of trial dates and deliverables

___ suggested that training be delivered via a lunch time presentation limited to an
overview of the features and services available in Pipeline as well as information on who
to call for additional training and technical assistance
8.12 Corporate
Ability for individual users to customize their home page
The new Pipeline should include all of the components currently available on the
Corporate Pipeline page, including the information and tools accessible from the links on
the PG customized left navigation bar
Migration (with all existing features and functionality) of the Post-Closing Procedures
Checklist and the Workload Status page created specifically for this practice group
Create interactive forms from the various lists maintained by the practice group (Industry
Expertise Matrix, Corporate Practice Group client List, etc.) with an interactive database
that can make maintenance of the information easier.
Firm directory with extended information and links to additional information such as
biography, experience, skills, cell phone numbers (visible only to attorneys and select
staff), etc.
The team strongly suggested we avoid adding links or tools to the PG homepage that
are already easily available outside of Pipeline such as industry and client news,
mainstream media newsfeeds, etc.
The team suggested training should include a short presentation with an overview of the
features and content offered in Pipeline including information on who to contact to seek
additional information and technical assistance.
Presentations could be scheduled during practice group meetings.
8.13 Labor & Employment

Link to Matter Intake, visible to Partners only
Links to legal state and federal statutes and regulations
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Link to Financials, visible to partners only
Local and national Labor news feeds & periodicals, customizable by user
Brief bank
PG related forms bank
Integration with InterAction
Link to Carpe Diem data (billable hours, etc.)
Extended information for Client & Matter such as description of the matter, what kind of
case it is, who the parties involved are, etc
Wage/Hour Class Action Charts database accessible via portal
Ability to search for attorneys by experience, skills and other relevant information on
Pipeline
Access to information and help on Pitchbooks
Make PG site accessible to external customers
Some of the components currently available on the Labor & Employment Pipeline page
may be relevant. A decision on what should be maintained will be made at a later date.
8.14 Business Trial Practice

Link to Financials, visible to Partners only

Links to local, PG relatable news feeds, periodicals and journals
Industry news localized by region and area of law
Personalized/customized library research links (ability to select the research links that
are visible on user's home page)
Links to research sources (Westlaw Find & Print, Loislaw)
Links to other practice group pages
An easy-to-use firm directory

Deal room with links to documents able to subscribe to alerts for new entries/updates
PG brochures
Ability to do a people search by experience, by practice group
List of all clients with information on the type of industry being served (display 10 top
clients only with more link to others)
Access to docketing calendar information
Access to billable hours information
Integration with other SMRH applications such as: Carpe Diem, iManage, Outlook, Word,
etc.
Interactive database to lookup up people by experience, location, skills, etc.
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Most of the components currently available on the Labor & Employment Pipeline page
are still relevant and may need to be migrated. A decision on what should be maintained
will be made at a later date.
8.15 Construction, Environment, Real Estate & Land Use Litigation

Link to PG blog
Access to PG Business Plan
Directory of PG members and their role in the group
PG calendar of events
Access to conflicts check information
Access to Billing rates, visible to partners only
Integration with Accutrac (with login authentication when accessed from Pipeline)
Links to news that are relevant to clients and the practice group
Link to Mapquest personalized to the location of user
Links to information sources most often used by PG members
Data bank of construction expert arbitrators and litigators recommended by peers

Data bank of standard forms

.
8.16 Finance & Bankruptcy

Practice Group Page needs Phase One:
Easy to use firm directory
Financials link, visible to Partners only need to see cash reports, historical information,
monthly reports
Billing rates, visible to Partners only
Access to A/R data (link or web part)
Access to individual billing hours with billing numbers by client, visible to all PG
members
Link to Matter information, visible to all PG members
Research links tailored to PG and user's location
Industry news local publications (currently distributed via email)
Link to Holidays calendar on HR site
Practice Group Page needs Phase Two and beyond
Experience lists
Deal room with discussion threads
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8.17 Intellectual Property

Link to Financials, visible to Partner only
Integration with Accutrac with auto login authentication
Migrate all data and links currently published to the Patent Help Page
Some of the components and items currently published to the PG page may need to be
migrated. A decision will be made at a later time.
Brief bank link should pop-up option for user to either go directly to document
repository or to brief bank page with information on the brief bank and links to all
documents
Link to improved FMM page
List of experts, arbitrators and consultants
Access to expanded Financials data Chronological list of bills that go out, Funds at
hand,
List of matters most recently worked on as rated by usage of iManage and other
tools/applications that capture client/matter numbers
8.18 White Collar Defense

List of new Matters for PG and user's local office matter details displayed should
include short description of matter and originator, sorted by Client Name
Link to Financials, visible to Partners and Special Counsel
Links to research sources West, PACER, LoisLaw, etc.
Links to local rules (court web sites)
Link to travel information
Brief bank
List of experts, litigators, arbitrators

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8.19 Office of the General Counsel

Migrate all OGC related links, data and forms to new Pipeline OGC should have its
own site and not simply navigation bars as currently configured
Intake link should be integrated with Records Page and include an FAQ
Link to OGC training videos
Link to ethical wall information
Link to outside counsel policies
None at this time
8.20 SMRH Office Pages

We did not have participation from any of the Office Managers in the organization during our focus
group interviews. Therefore, we have based the needs of their new sites based on the content of
their current pages on Pipeline.
General:
Links to documents: contact info., birthdays, anniversaries, job opportunities, office forms,
phone lists, Who's Who.
Office Services:
Links to documents: Catering, conference room, reception, mail desk hours, secretarial
support, vendor services
Office News:
Links to documents: internal office announcements and news
Office Events:
Links to documents: internal office events
Emergency Information:
Links to documents: evening security escorts, evacuation info., quick reference guides
Office Maps:
Links to documents: floor maps of office.
Courts:
Links to documents and websites: court rules and websites for local courts.
Visitor / Travel:
Links to documents and websites: directions to office, things to do, hotel and restaurant
recommendations
Photo Album:
Links to documents (slide show application): compiled photographs of office events.
Welcome:
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Web part: displays office new-hires by first name, last name and title. On all other pages
by first name, last name, title and office location. New-hire's first name and last name is
a hyperlink that opens new-hire's directory page.
Weather:
Link to website (www.weather.com): link opens local offices weather report.
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9. DATA REQUIREMENTS
This chapter details the requirements for data. The requirements relate to:
9.1
Content types
Storage of data
Data migration
Content Types
The type of content published to Share Point will vary according to user, group, department, and
office. Most data types will be supported by Share Point, an exception list will be published and
the list made available to content publishers. All data files should be fully indexed, PDF
documents should be OCR'd whenever possible before uploading to Pipeline. All documents
published to Share Point should be editable by Publishers online unless iManage document links
are used.
9.2
Storage Requirements
The amount and type of data the Share Point server will house will vary according to the needs of
users, groups, departments, and offices. However, links to data housed in other application
servers will be used whenever possible.
9.3
Data Migration
Data migration needs will vary according to type and amount of documents that will be published
by each department, office or practice group. XMLaw's data migration tool will be used to transfer
data from LawPort to Share Point as needed. All publishers will be encouraged to re-publish data
and links currently stored in LawPort to Share Point manually.
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10. HIGH LEVEL DESIGN

This section provides a high level design for each of the department and practice group pages/sites
to be created in Phase I of the new Pipeline rollout. Some of the information for Phase I requests
specified in Section 6 of this document are self explanatory and may need no further definition,
those will not be repeated in this section.
It is expected that additional information may be needed from certain departments to ensure all
components are migrated properly. Additional information will be gathered as needed.
10.1 Benefits Pages

The current page components and items consist of:
GENERAL
This section should be replaced with standard page links describing the purpose of the
page and it's member directory as described in Section 6.
BENEFIT OUTLINES
Benefit Outlines
Open appropriate benefits outline (Word document) based on the user login
NOTE: Office Managers, HR staff and other select staff should be able to see all benefit
documents listed above. If Share Point security is not able to address this level of group
access, we must list the benefit pages via links to each office group of documents
showing all documents that relate to a particular state.
MEDICAL BENEFITS
Summary Plan Description
Open new browser window and display Summary Plan Description PDF document
Medical Benefits FAQs
Open new browser window and display Medical FAQs Word document
Note: document should be editable by benefits staff online, as stated in Section 7.
DENTAL BENEFITS
Dental Benefits
Open new browser window and display Dental Schedule of Benefits PDF document
Dental Benefits FAQs
Open new browser window and display Dental FAQs Word document
Note: document should be editable by benefits staff online
RETIREMENT INFO.
American Funds Website
Change of Beneficiary Form
Open new browser window and display 'FORM A' PDF document
Catch Up Form
Open new browser window and display '401k PLAN' PDF document
401(k) Roll-Over Form
Open new browser window and display 'Incoming Rollover Form' Word document
Open new browser window and display 'Summary Plan Description' PDF document
Retirement Info. FAQs
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Open new browser window and display 'faq smrh retirement savings plan' Word
document
SECTION 125 / FLEX
Enrollment Form
Open new browser window and display 'Salary Reduction Agreement' PDF
document
List of Eligible Expenses
Open new browser window and display 'Flex Plus 125' PDF document
Reimbursement Form
Open new browser window and display 'Request For Reimbursement' PDF
document
Transportation Reimbursement
Open new browser window and display 'FSA Transportation Statement' PDF
document
Open new browser window and display 'SMRH Employee's Section 125 Flex Comp
Plan' PDF document
Section 125 / Flex FAQs
Open new browser window and display 'Flex FAQs' Word document
This document should not be viewable by partners, it's not applicable
THE CAPSULE WELLNESS NEWSLETTER
Fall 2005
Open new browser window and display 'Wellness Fall 2005' PDF document
Winter 2005
Open new browser window and display 'Wellness Winter 2006' PDF document
NEWS
Provide links to benefits department related news articles (can be info pages, Word or
PDF documents)
INSURANCE RATES
Health Insurance Rates
Open new browser window to page containing information (HTML?)
COBRA Rates
Open new browser window to page containing information (HTML?)
VISION BENEFITS
Vision Benefits
Open new browser window and display 'Vision Benefits For Employees Only' PDF
document
Vision Benefits FAQs
Open new browser window and display 'Vision FAQs' Word document
PRESCRIPTION BENEFITS
Prescription Benefits
Open new browser window and display 'Prescription Drug Coverage' PDF
document
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Caremark / PCS Website
Open new browser window to Caremark home page
Mail Order Form
Open new browser window and display 'Mail Service Order Form' PDF document
Prescription Benefits FAQs
Open new browser window and display 'PCS FAQs' Word document
LONG TERM DISABILITY
Associate LTD
Open new browser window and display 'Your Group Insurance Plan' PDF document
Staff LTD
Open new browser window and display 'Your Group Insurance Plan' PDF document
LIFE INSURANCE
Change of Beneficiary Form
Open new browser window and display 'Beneficiary Designation Form' PDF
document
Group Accidental Death & Dismemberment SPD
Open new browser window and display Group Accidental Death and
Dismemberment Insurance Program' PDF document
Group Life Insurance Summary Plan Description
Open new browser window and display 'Group Life Insurance Program' PDF
document
Life Insurance FAQs
Open new browser window and display 'Life Insurance FAQs' Word document
BENEFICIARY FORMS
Life Insurance
Open new browser window and display 'Beneficiary Designation Form' PDF
document
Retirement / Savings Plan
Open new browser window and display 'Beneficiary Designation and Election Re
Benefit Payments' PDF document
Catch Up Form
Open new browser window and display '401(k) Plan' PDF document
FAQs
Medical Benefits FAQs
Open new browser window and display 'Medical FAQs' Word document
Vision Benefits FAQs
Open new browser window and display 'Vision FAQs' Word document
Dental Benefits FAQs
Open new browser window and display 'Dental FAQs' Word document
Prescription Benefits FAQs
Open new browser window and display 'PCS FAQs' Word document
Flex 125 FAQs
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Open new browser window and display 'Flex FAQs' Word document
Life Insurance FAQs
Open new browser window and display 'Life Insurance FAQs' Word document
Retirement Information FAQs
Open new browser window and display 'faq smrh retirement savings plan' Word
document
There are several hidden pages that must be published to this page but need to be secured and
only viewable by personnel specified by the HR manager If a new component is needed for
these documents, the component could be titled Confidential
10.2 Human Resources

GENERAL
SMRH & Court Holiday
Page displays multiple links to documents
2006 CA Court Holidays
Display page with State Court Holidays and Federal Court Holidays
2006 NY Court Holidays
Open new web browser window to NY court holiday schedule page:
2006 DC Federal Court Holidays
Open new web browser window to DC court holiday schedule page:
2006 Maryland Court Holidays
Open new web browser window to MD court holiday schedule page:
2006 Virginia (Fairfax County) Holidays
Open new web browser window to Fairfax County court home page:
2006 SMRH Holidays
Display page with information on firm holidays
FIRM POLICIES
Firm Expenses and Client Development Approval Matrix
Page displays a link to an information page
Link opens a new browser window with information
Note: It would be more efficient to eliminate the link and display the information page
from the link on the component.
Office Manual
Open new browser window that displays a link to the document
Link opens a PDF document in a new browser window
Note: It would be more efficient to eliminate the link and open the PDF file from the
link on the component.
Time Keeping Policies
Link opens a PDF document in a new browser window
STAFF PAYROLL
W2 Form
Link opens a page with information and links
Note: This is the same component and link found on the Accounting page
JOB OPPORTUNITIES
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Current Openings
Current Openings posted on www.sheppardmullin.com
Link opens the Careers page on SMRH Internet page in a new browser window
NEWS
This component should be populated with RSS links to HR related news feeds.
MEETINGS & EVENTS
Most postings are related to the committee.
This component should be left blank, page administrator will populate as needed
FORMS
General List of Forms
Link opens a taxonomy page with multiple links to documents and information
See document inventory for a list of documents on the page most links point to
iManage documents
Reviews
Link opens a page with various components that are not being used Disregard this
link, nothing to do.
INJURY & ILLNESS PREVENTION
Miscellaneous
Link opens a page with information
Program
Page displays a link to a document
Link opens an iManage read-only document
Note: It would be more efficient to eliminate the link and display document from the link
on the component.
DISCOUNTS
Discounts
WELCOME
List of new employees only display new employees for office of user who is logged in.
The new page items requested consist of:
Link to Benefits page on SMRH Internet web site
Link to Daily Status report, available through iManage
Highlighted policies links to 2-3 policies, as determined by page administrator
Personnel Procedure Manual, secured and visible to Office Managers only
10.3 Attorney Recruiting

The AR page has special needs, we need to use a dual-pane or tabular page to house Summer
& Fall items at the same time. Some of the components to be included on the dual pane or
tabular pages are listed below. Documents change constantly, therefore the components should
be created and left empty,
SUMMER
Summer Program General Information (for the current year)
Summer Associate Photo Directories
Summer Office Calendars
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'Office' Summer Program

Note: Each office published information on their local Summer program to components
on this page. A similar component should be created for each office.
Add links to information that may be located in the various Office sites on Pipeline - Is a
component needed for these links?
Office travel information (for each office)
Entertainment suggestions (for each city we have an office in)

o Dining (with a link that allows users to add personal reviews)
o Sporting Events (for personnel (personal) and client (bus dev)
o Cultural events
Note: Only add these links if the information is already being published by the Office
sites.
10.4 Word Processing Center

GENERAL
Hours and Scheduling
Open new browser window to page containing text with information
Other SMRH WP Centers

Services and Procedures

Print a Document Handling Form

Open new browser window and display 'L.A. WPC Document Handling Form' PDF
document
Who's Who
Open new browser window to page containing pictures and brief bios on dept
members
Note: Use new department staff directory standardized for all pages made available
through Pipeline
RESOURCES
This component consists of various links to information on other department pages.
This component does not need to be recreated nothing to do.
WELCOME
This component is not being used.
This component does not need to be recreated nothing to do.
10.5 Business Development

Meetings and Events
Links to department meetings & events
News
Links to department related news
Welcome
Links to information on new hires
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Legal Updates
Links to articles published by department (is this used anymore?)
Newsletters
Links to Newsletters The current navigation bar items displayed on the Bus Dev page
consist of:
About Us
Open new browser window and display the "Business Development About Us" PDF
document
Note: The standard site and member information links should be used here as
specified in Section 6.
Advertising
Display instructions to discuss
Associate Training Program

Display component with information text and links
Business Cards
Display links to Attorney and Staff request form
New Case Filings (Complaints)
Display links to Courts and Order A Complaint
The Court link displays page with information on courts
The Order A Complaint link displays information on ordering a complaint
Client Development Q&A

Display links to information
Client News
Display links to department meetings & events
Client Teams
The page for this link is no longer being used Disregard, nothing to do.
Events
Display page with information
Fin. Institutions Marketing Steering Committee

Display page with information and links this link is also available from the Home
page
Logo Use
Monthly Activities
Display page with links to PDF documents with information
Presentations
Display page with information and links
Public Relations
Reprints and Updates
Bio Updates
RFP (Request for Proposal)

Sheppard Mullin In The News

Display page with links to newsletters (PDF documents)
Sponsorships
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Staple Center
Display links to following menu:
Guidelines Opens page with information
Menu Open page with information
Practice Group Assignments Open page with information
Request Form Open page with link to iManage document
Upcoming Events & Deadlines Open page with information
Website Updates
*Pipeline Home
Redirects users to Pipeline Home page
The Pipeline Home page includes various Bus Dev links on the left navigation bar. In the new
Pipeline, these should be included only on Bus Dev site. The links are:
Practice Group / Industry / Client / Geo. Teams

Display links to the following group pages:
Industry/Geographic Teams Displays links to the following:
Practice Groups
Client Teams
Routes user to Bus Dev page on Pipeline
Pitchbooks
The Bus Dev department is also responsible for the Clients First page on Pipeline. The
components and items published to the Clients First page is very limited in scope and is updated
frequently. The information can be consolidated into the Bus Dev department page if it will be
easy for the user population to access the data available on this page currently, otherwise they
should be maintained separately.
The current Clients First page components and items consist of:
News
Links to Clients First Winners Newsletters
Objectives
Objectives of "Clients First"
Client Service Expectations
Attorney
Staff
Suggestion Box
Guidelines
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Nomination Box
Guidelines
10.6 Records
Resources
Accutrac Conflict Search Quick Reference
Opens PDF document in new browser window
Matter Intake
CLICK HERE FOR INFORMATION
Opens page with information in new browser window
Blank Existing Client Intake Form (PDF)

Blank New Client Litigation Intake Form (PDF)

Blank New Client Non-Litigation Intake Form (PDF)

News
Meetings & Events
Links to department related meetings & events
Documents / Forms
Uncategorized Content Links to three iManage documents.
Note: The documents should not fall under 'Uncategorized Content'
Documents will be re-published by site administrator no need to migrate
Guides
Knowledge Management / Litigation Support taxonomy Link to Find Matters
information on the KM page
Note: The link should be published to this site only and should not be part of the KM
taxonomy.
Welcome
New hire information for department staff only
10.7 Library
The Library page consists of various components and a customized left navigation bar with links to
additional information. Both are broken down below, the first three items listed are components,
the rest are navigation bar links. Some of the links have embedded coding for password
authentication through Pipeline.
The page administrator has documented the purpose and provided programming (coding) details
where needed. A copy of the master document for all page components can be found in Appendix
III of this document.
Additional documents have been provided by the page administrator, those documents will be
provided to development as needed.
Library Research Pages
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Research Links
Links to general research web site, including internal portal sites
Practice Groups
Links to practice group related research web sites
Library Information
Links to general Library information pages & digital reading room
Documents / Forms
Other Categories links to taxonomy items under the Library and Uncategorized
Content categories
Policies
General "rules" of the Library
Opens page with information
Purchasing library materials
Opens page with information and links
Use of Westlaw and Lexis
CLE
Displays two links 'CLE Calendar' and 'CLE Resources'
The details of the purpose of each link as well as any programming detail are
documented in iManage document number, a copy of which is included in Appendix III.
Tools
Displays the following links: Library Catalog, PACER Login, LIVEdgar Login, West Find
and Print, Lexis Get and Print
The details of each link are documented in iManage document, a copy of which is
included in Appendix III.
Westlaw Newslink
Opens page with multiple Westlaw Newslinks
Westlaw Case Summaries by Court
Opens page with multiple links
Westlaw Topical Highlights
Opens page with multiple links
Library Research
Link to Library Research component on Library page (sort of a Home link)
*Pipeline Home
Link to Pipeline Home Page
10.8 Information Technology

Citrix
Access the Citrix Server

Opens the Citrix web site in a new browser window
User Utilities
Change Your Password
Opens the page to access the Change Password tool in a new browser window.
Client/Matter Search
Opens the Pipeline Client & Matter Advance Search page in a new browser window
CRTracker
Opens the CRTracker Login page in a new browser window
Installations / Updates
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Tips & Tricks
Blackberry Devices
Opens page with multiple links to PDF documents
iManage DB Consolidation
Outlook
Creating Folders in Outlook
EMS (Emergency Messaging System)

How to Report Spam Email

Outlook 2003 tip sheet (printable)

Opens PDF document in a new browser window
X1 Search Utility tip sheet (printable)

Contact
Contacting Computer Support
Weekend After Hours Computer Support

List of department personnel with phone extensions

Opens page with Pipeline directory page for department members
Note: This item should not be recreated all page and member information will be
standardized on the new Pipeline.
IT / KM
Links to department announcements
Meetings and Events
News
Links to IT related news feeds (RSS)
Welcome
Links to information on new hires
Policies
Links to articles published by department on firm policies See document inventory for
a complete list of documents to post in this component.
I.T. Links
File Extensions
ILTA
Interwoven (iM) Support
Legal Tech
Lexis Nexus Support
Microsoft Help & Support
Microsoft Technet
TrackIt
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10.9 Accounting
CFO Highlights
2006 Budgets
Opens page with Pipeline components and items. All links on page are secured with
a password. See Appendix III for screenshot of page/components/links.
Associate Financial Statement

Opens page with link to PDF document secured with a password See note above
IRS Mileage
Opens page with information and link
Firm Financial Statements
December 2005
Link to secured material, password protected
December 2004
Link to secured material, password protected
General
Wireless Handheld Device Policy
Opens page with information and links in new browser window
Who's Who in Accounting

Opens Word document with information in a new browser window
Chart of Accounts
Chart of Accounts
Opens page with information in new browser window
Exempt List
Exempt List
Opens page with link to iManage document
Documents / Forms
Other Categories
Department taxonomy links
Retirement Information
Summary Annual Report for the SMRH LLP Retirement & Savings Plan
Summary Plan Description of the 401(k) Plan

Ameritrade
Opens page with information and link in a new browser window
Cash Reports/Daily Receipts (Partner & Of Counsel)
Click here to access Cash Reports / Daily Receipts
Staff Payroll
W2 Form
News
Meetings & Events
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Welcome
Links to information on new hires, for department only
10.10 Docketing & Calendar

General
Who's Who in Docket & Calendar
Opens a new browser window to announce this page is coming soon
Note: This item should be replaced with the standard department member link
2005 Court Holidays

Note: This is a duplicate link, both year links above go to the same page delete this
item
2006 Court Holidays

Guides
Docket & Calendar
Research
Docket & Calendar
Los Angeles Court Filing Fee Schedule
News
Links to court related news feeds (RSS)
Meetings & Events
Welcome
Links to information on new hires, for department only
10.11 Government Contract & Regulated Industries

This practice group does not currently use the PG page and they don't have a page administrator.
There is nothing on the current page that needs to be migrated to the new PG site.
Link to page that will allow user to create report on own billable hours
o Created by user on the fly with real-time data and easy to use tools
Notification of new matters created - for PG and local office of user

o Notifications (alerts) should be displayed on a site component
o Individual users can modify their own notification subscription
HR information (i.e., office holidays, benefits, etc.)

o Links to HR related information should be kept to a minimum or, alternatively,
one link to the HR site will suffice but only if the HR site is easy to navigate.
Links to news feeds (RSS) various sources

o Links should be easily customizable by the user
o The group may be able to give us an initial list of preferred sources, broken
down by location, for localization
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Sporting events (RSS feeds)

o Users should get their local events and a link to see events in other offices
(cities)
Government contracts periodicals posted on the home page with notification (via email
or user-preferred method) to subscribers each time there is an update
PG master calendar of group events, meetings and member vacations (Exchange Public
Calendar)
o Calendar should be viewable within a component on the user's home page
o User would have the option to 'merge' their personal calendar with this calendar
Note: This request may be pushed to Phase II.
10.12 Corporate
The Corporate page is composed of components with published items as well as a
customized left navigation bar. Below is a breakdown of the existing page by component
then navigation bar items followed by the new items requested by the team.
CURRENT PG PAGE COMPONENTS
Industry News
Links to Westlaw industry news feeds for the following industries:
Note: This is a fee based news feed service.
Experience
Links to articles published by PG members see file inventory document for a complete
list of the documents to be published on this component
News
Department related news
New Matters
Links to New Matters created for the PG in the last 14 days, listed in reverse
chronological order
Meetings & Events
Links to practice group meetings & events
Welcome
Links to information on new hires, for practice group only
LEFT NAVIGATION BAR LINKS
About the Corporate Practice Group
Opens page with PG & member information
Note: This link should be replaced with the standard dept/PG info link.
Links to Bus Dev department offerings
Note: The items above are defined in the Business Development sections of this
document
Corporate & Securities Blog
Link to PG Blog on the Internet: http://www.corporatesecuritieslawblog.com/
Documents / Forms
Link to PG section of Pipeline taxonomy
Experience Lists
Link to Experience component on page listed above
Intake Status
Link to Intake Status Chart page
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Note: See the Accounting section above for more information on this page
Training Videos
Link to page listing the video library for the PG and links to access the videos see file
inventory document for a full list of the files that should be migrated to this component
Library
Link to Corporate section of Library taxonomy
People
Pipeline directory of PG members
Note: This item should be replaced with standard directory link
Post Closing Procedures Checklist
Online database
Practice Materials
Link to Corporate section of Pipeline taxonomy
NEW FEATURES REQUESTED
Compatibility with Firefox
A Site Map
10.13 Labor & Employment

The current L&E PG page is not used extensively and most of the documents posted to the page
are quite old (6-8 mos.), therefore there is no need to migrate the components and items on this
page. However, there is one component that may be an exception. The Wage/Hour Class Action
Chart is a series of documents (links) on a page. Our focus group member was not aware of the
use for this page but further inquires will be needed before a final decision is made on the fate of
this item (page).
Easier way to access Financials, for Partners only
Local and national Labor news feeds (RSS) & periodicals such as:
Links to legal state and federal statutes and regulations
Note: information on available sites can be requested from the Library staff or from the
PG focus group. Component can be deployed with only a few links and more can be
added later or as part of Phase II. If needed, this request can be pushed to Phase II.
10.14 Business Trial Practice

General
About the BT PG
Who's Who in the BT PG
Note: Above links should be replaced with standard site & directory links
Financial Institutions Law Blog
Link to FB blog on Internet
Financial Institutions Marketing Steering Committee

Resources
BT PG Library Resources
Link to BT section of Library taxonomy
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Documents / Forms
Link to BT section of Pipeline taxonomy
New Outlook Folder

BTPG Marketing Module List

Business Plans
2006 BTPG Business Plan
2005 BTPG Business Plan

Meeting Agenda & Minutes
Links to meetings & agendas scheduled
Industry News
Links to Westlaw industry news feeds for the following industries:
Note: This is a fee based news feed service.
News
Meetings & Events
Links to practice group meetings & events
New Matters
Links to New Matters created for the PG in the last 14 days, listed in reverse
chronological order
Welcome
Links to information on new hires, for practice group only
News feeds (RSS) and links to periodicals and journals

Industry news (RSS)
o Localized by region and area of law for the user
Links to research sources (Westlaw Find & Print, Loislaw)
o With login pass through authentication
Personalized and customizable library research links
o Ability to select the number and type of research links that are displayed on the
home page
Links to other practice group pages
o A clean home page should not be sacrificed
10.15 Construction, Environment, Real Estate & Land Use Litigation

Access to PG Business Plan

Note: The PG focus group will be asked to secure a copy of the Bus Plan to upload
this document is not currently on Pipeline
Directory of PG members and their role in the group
Note: This request will be met by the standard site directory link to be added on all pages
PG calendar of events
Note: Events are posted as they are scheduled, we need to create an empty component
that is ready for materials to be published
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Access to conflicts check information

o Link to Accutrac on home page with login pass through authentication
Integration with Accutrac (with automatic login from Pipeline) same request as above
Data bank of construction expert arbitrators and litigators recommended by peers
Link to Mapquest personalized to the location of user
Links to news that are relevant to PG clients and the practice group members such as:
Links to information sources such as:
Note: The above lists of web sites and resources is an initial list. PG focus group may
request additional sources to be added
10.16 Finance & Bankruptcy

Links to research sources

Links to Industry news
Note: The PG focus group will be asked to provide a list of the sources and news feeds
for the components requested above. If the list is not provided in time for the rollout, this
request will be pushed to Phase II.
10.17 Intellectual Property
Add Patent Help page link to the home page
10.18 White Collar Defense

Links to research sources, initial list includes:

o West, PACER, LoisLaw, etc. (login pass through authentication)
Note: Additional sources will be added by PG focus group at a later time
Links to local rules (court web sites)
Note: a list will be provided by PG focus group. If not provided in time, this request can
be pushed to Phase II.
Link to travel information
o Link should point to the various office travel links posted on their sites
Note: It's unclear at this time if the link should point to the local office travel or if
a link for each office travel information should be added PG focus group will
be asked.
10.19 Office Of The General Counsel

CURRENT OGC PAGE COMPONENTS
The page does not have any components, it has information on the OGC and a directory of the
members. All resource links are located on the customized left navigation bar
Note: This page should be replaced with the standard about and directory links
LEFT NAVIGATION BAR LINKS
Intake
Link to page with information and links
Note: This link should be integrated with the Intake link published on the Records page.
The OGC members are working on an FAQ to be added to this component, it may or
may not be ready in time for deployment. If not ready, we should add the link and allow
the page administrator to add it later.
Important Policies
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Legal Advice from OGC

Alerts
Link to page with information and links - see file inventory document for a full list of the
files that should be migrated to this component
Bar Rules
Links to external sites, see below
o
Emergencies
Opens page with a link to an internal web page:
Note: This link should be replaced with the standard dept/PG info link.
Miscellaneous
Links to internal resources
o Accutrac Conflict Search Quick Reference
o Billing Format
Opens page with multiple links to PDF document that are then opened in a
new browser window - see file inventory document for a full list of the files that
should be migrated to this component
*Pipeline Home
Link to Pipeline Home page
11. CONCLUSION
This document sets forth the requirements for Pipeline. The requirements for both the phase 1
implementation and the phase 2 implementation have been analyzed. When coupled with a high
level design, these requirements will form the basis for the construction of the production
system.
However, it should be recognized that additional requirements will be identified as the project
moves forward. If those additional requirements are simple to delivery, they may be made part
of phase 1, otherwise the needs will be documented and added to our roadmap for phase 2 and
beyond.
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Appendix II - Page 1
APPENDIX I SURVEYS
Attorney Survey
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Staff Survey
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APPENDIX II LIST OF GROUPS INTERVIEWED

The following groups were interviewed during the preparation of this requirements analysis:
Group Type
Group Name
Department
Department
Department
Department
Benefits
Human Resources
Attorney Recruiting
Records
Library
Accounting
Docketing & Calendar
Department
Office
Practice Group
Practice
Practice
Practice
Practice
Group
Group
Group
Group
Practice Group
Practice Group
Practice Group
Participants
Government Contracts &

Regulated Industries
Corporate
Labor & Employment
Business Trial Practice
Construction, Environment, Real
Estate & Land Use Litigation
Finance & Bankruptcy
Intellectual Property
White Collar Defense
The following groups were invited to participate but declined:
Antitrust PG
Entertainment PG
Real Estate PG
Tax PG
Office Managers All offices
Because of the lack of information as to what is most relevant to display on the pages for the nonparticipatory group members, we will attempt to build a site for each based on feedback received from
groups with similar needs. It is expected that as the project moves forward, these groups will have some
input to share with us. Alternatively, their site can be re-designed, as time permits, after the initial
deployment of the new Pipeline is complete.
Interview Preparatory Questions

PG Groups
Some questions to ponder in preparation for our meeting:
What tools are most valuable to include in your 'home' page?
o Think of financials, calendars, research links, client news, etc
What information is most useful to have 'handy'?
o Think of HR, payroll, benefits, travel, other office data, etc
What type of data is critical/important for your PG members to have easy access to?
o Think PG meetings & events, new matters, new members, etc
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What do you and your fellow IP PG members need to be notified of?

o Notifications (alerts) will be made available and users may opt in or out in most cases. How can
this tool be used in your particular PG?
The new Pipeline offers greater flexibility so think of what other websites offer that you wish we could
model after. We'll take all requests and determine if they are feasible in our environment.
Department Groups
Please assess your pages and consider the following rhetorical questions:
What types of questions do you field on a regular basis (related or unrelated to Pipeline)?
How do you spend your day?
What is the goal of your office page?
Who is your audience?
What do you need to do with the system?
What information do you want to make available to your office via Pipeline?
What problems do you expect Pipeline to solve for you?
Are there constraints or rules to which Pipeline must conform?
Which of your tasks or business process do you feel need to be implemented in Pipeline?
Which of our business process need to be streamlined?
How would you judge the success of your Office page?
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Appendix III - Page 1
APPENDIX III - SOURCE DOCUMENTS

The following documents have been reviewed during the course of this study:
Organization Charts
Telephone List
LawPort Design Document
Design Documents Provided by Page Administrators
Library - URL Components on Pipeline
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Appendix V - Page 1
APPENDIX IV - FUTURE REQUIREMENTS

The following requirements describe functionality that is potentially desirable but is not
currently identified as a requirement. They are presented here so that the design of
Pipeline can accommodate this future need and in case a simple and inexpensive
means of providing this feature becomes available.
Not all requests listed below have been fully detailed, further work with the department
and practice group focus groups is expected as the project moves forward. However, it
is expected that most if not all of the items listed below will be green lighted for
development following the initial deployment of the new Pipeline or rejected based on
the information provided.
Benefits
Interaction with the HR data in ___ to give users the ability to access vacation, time off
balances on the fly via the portal.
Human Resources
Interactive online forms for vacation requests
Ability to search for staff based on experience, PG membership, etc.
Streamlined process for job postings
Workmen's compensation component with links, some visible only to office managers
My HR page users can access pay stubs, vacation time, hours worked, emergency
contact, etc. (integration with applications that store this data)
Training videos for Fire & Safety, Kronos, etc. Viewlets can be used for this purpose
Historical HR documents archive archived news, announcements, etc.
Interactive online form for new hires to complete employment documents with workflow
and notification features, see general meeting notes below.
Attorney Recruiting
The need for interactive form completion and workflow will be addressed once the initial
deployment of Share Point has been completed to the department's satisfaction. The same goes
for the evaluation of the need to add automatic login scripts to the links to external sites
available on this page. However, the following needs have already been identified and
preliminary requirements will be gathered prior to December 2006:
o
Recruit evaluation form for interviewers
AR staff will be able to create reports on total forms sent out for completion, total
returned, length of time to return, etc.
Conflicts checks form
Data consolidation
Database warehouse that stores or gathers data from other systems and enables users
to create ad hoc reports such as:
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Appendix V - Page 2
Integration with Extranet
Additional information on above new components will be provided on a separate requirements

document specifically for these requests.
The information pages about and links to other departments may or may not need to be
included on Pipeline's new page for the WPC department. This decision will be made at
a later date by the page administrator.
An electronic log is currently being used by the department to track work in progress.
The log was made available to external users but access was removed due to the
difficulty of tracking multiple projects simultaneously and providing feedback to
requestors.
The department manger has opted to keep the electronic log as an internal tool only for
the foreseeable time.
The following needs were discussed with the Bus Dev department. They will be expanded upon
on a separate requirements document.
Referral Sources
More information needed on this request
Sponsorship Forms (workflow)

More information need on this request
o
Business Cards Request Form
Martindale Hubbell listing descriptions
Attorney Bio Form

o
Attorney Congratulations
Records
Phase two of the Pipeline upgrade should include the following:
The Matter Intake Status Chart search table should be redone using Info Path or other
Share Point standard application. The Chart should have the following functionality:
The Matter Intake Form should be redone using Info Path forms and workflow. A
requirements document has already been prepared by the Records and Finance
groups.
The following interactive forms should be created using Info Path and made available on
the Records page:
These forms require a signature thus they must be printed. No workflow is necessary, no
data capture is necessary.
o
Library
Client validation for additional web services not already using this feature.
Available from various vendors but not currently being used.
Display research information in a small browser window within the user's home page.
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Appendix V - Page 3
A variety of newsfeeds (RSS) available from the Library page that can be added and
customized by user's to their home page.
Public calendars made available as a component on the portal and the ability to
merge/combine several calendars into a master calendar.
Digital financial dashboard.
Ability for department manager to access A/P & A/R reports for his vendors on demand.
Ability to send IT alerts via the portal to all users firm wide
Easy to use firm directory with extended user profile information
Web part to request support or check status of support request via the portal also
ability to rate the services received
IT Knowledge base for tips, product documentation and IT policies with ability to retrieve
metrics on usage
Tip of the day to be delivered to all users users would have the option to unsubscribe
from alerts
Firm wide new hire listing
Resources reservation tool for IT equipment
Online purchasing request form with basic workflow
Online vacation request form with basic workflow
Accounting
No requests were made by department for Phase II as this time.
Docketing & Calendar
Recreate the Docket & Calendar Department Procedures document in electronic format
and make sections editable and searchable via the portal
Government Contract & Regulated Industries
Expert lists (judges, mediators, arbitrators, internal experts)
Brief bank (exemplar documents and forms)
Docket calendar to easy
Corporate
Firm directory with extended profile information on individuals and links to additional
information such as biography, experience, skills, cell phone numbers (visible only to
attorneys and select staff), etc
Note: A complete list will be provided by the PG members at a later time, however this is
a good initial list. If a complete list of fields to display is needed, this request may be
pushed to Phase II.
Links to external information websites such as:
Note: A complete list of websites will be collected in future meetings.
Some of these sites may be subscription based. RSS feeds may be used.
This request may be pushed to Phase II.
Links to internal information pages (sites) such as:

o Benefits
o Firm holidays
o Committees
Note: A complete list of internal sites will be collected in future meetings.
Context help, including how-to tips for navigation and other portal features on Pipeline
Integration with internal applications such as:

o Extranet
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o
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Appendix V - Page 4
iManage (ability to search document content + profile metadata) directly from

the home page or via a search link on the home page
Ceridian
CMS
Carpe Diem
Outlook (explore feasibility of integrating group/department/office calendars with
individual personal calendars to view all events in one page)
Note: By integration, the focus group means login pass through authentication for
each of the applications listed when access from Pipeline
Labor & Employment
Brief bank
PG related forms bank
Integration with InterAction
Link to Carpe Diem data (billable hours, etc.)
Extended information for Client & Matter such as description of the matter, what kind of
case it is, who the parties involved are, etc
Ability to search for attorneys by experience, skills and other relevant information on
Pipeline
Business Trial Practice
An easy-to-use firm directory

Ability to do a people search by experience, by practice group
List of all clients with information on the type of industry being served (display 10 top
clients only with more link to others)
Access to billable hours information
Integration with other SMRH applications such as: Carpe Diem, iManage, Outlook, Word,
etc.
Interactive database to lookup up people by experience, location, skills, etc.
Construction, Environment, Real Estate & Land Use Litigation,
Data bank of standard forms
Finance & Bankruptcy
Experience lists
Deal room with discussion threads
Intellectual Property
Brief bank link should pop-up option for user to either go directly to document
repository or to brief bank page with information on the brief bank and links to all
documents
Link to improved FMM page
List of experts, arbitrators and consultants
Access to expanded Financials data Chronological list of bills that go out,
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Appendix V - Page 5
List of matters most recently worked on as rated by usage of iManage and other
tools/applications that capture client/matter numbers
White Collar Defense
Brief bank
Office of the General Counsel
No request were made for Phase II by the OGC members
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Appendix V - Page 6
APPENDIX V - REJECTED REQUIREMENTS

The following requirements have been rejected for the reasons stated. They are
presented here as a record that the functionality was considered but rejected.
Rejection indicates that Sheppard Mullin specifically does not want now or in the
foreseeable future to introduce the identified functionality.
This section will be completed as the project team reviews the requests for features in
Phase I and Phase II.
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Appendix VI - Page 1
APPENDIX VI - GLOSSARY
During the preparation of this report a number of terms have been used that are
specific in meaning to portals and, in particular, the Microsoft SharePoint software.
This glossary provides an explanation of those terms.
Term
Definition
Portal Site
Portal Page
Site Map
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BUSINESS REQUIREMENTS ANALYSIS

Pipeline Requirements Analysis

PURPOSE OF THIS DOCUMENT.............................................................................................2

REQUIREMENTS ANALYSIS APPROACH...................................................................2

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GOVERNMENT CONTRACT & REGULATED INDUSTRIES...................................................2

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IV LIST OF FUTURE REQUIREMENTS

LIST OF REJECTED REQUIREMENTS

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Issue Date Summary of Changes

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Purpose of this Document

Structure of this Document

Chapter 2 details the requirements analysis approach

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Pipeline Requirements Analysis

Chapter 8 describes the high level design of Pipeline

The appendices following the main body of this report are:

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I copies of the surveys sent to the Sheppard Mullin users

Pipeline Requirements Analysis

Table 2.0.1 Organization Units

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Table 2.1.1 Survey results breakdown per role per office

Responses per role/office

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Sheppard Mullin documents (as listed in Appendix III)

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Table 5.1.1 Total Staff User Count

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Ceridian, for profile, directory, PG, department, birthday information.

Publishing documents to Pipeline should be a streamlined process. Links to iManage

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Pipeline Requirements Analysis

Search results should display by page / category.

Allows content publishers to perform sophisticated publishing directly from standard

Flexible Topic Hierarchy

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Communicating and collaborating on a project, including projects that span across

Fast home page start time at boot up

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