FSO Advisory Immersion

Knowledge Essentials
January 2017
Agenda

The big picture

The Hub
The KEY
SharePoint tools
Discover People
EYDelivers
Team Site
Yammer
Knowledge contacts

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The big picture

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 The big picture Microsoft

IBM

Note: The Hub and the KEY will migrate

from legacy IBM platform to Microsoft
SharePoint platform. Timing TBD.
The FSO
FSO ADVISORY
on The Hub
Hub*
FSO Advisory website

Practice repository: The KEY* SharePoint collaboration tools

Central web-based repository that contains FSO Advisory proposals, subject matter
contacts, go-to-market, learning, POVs, credentials and work products (coming EYDelivers Discover people
soon). Selected
documents will Empowers practitioners to manage
flow from team Provides a single digital presence
client work products, tasks, project
repositories to the where you can upload your bio and
KEY when plans, issues and risks with one
complete and share experiences and skill sets.
ready to share another, clients and third parties.
(via knowledge
champions)
TeamSite Yammer

Supports internal team collaboration Helps quick mobile collaboration,

of documents, wikis, calendars, and knowledge exchange and opens
other social capabilities. just-in-time communication.

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FSO Advisory on the Hub

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Accessing the Hub

Go to the EY Homepage
On the EY home page, scroll all the way down to My business resources
Select Americas FSO Hub

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What would I use the Hub for?

The Hub provides information about the Americas FSO practice including
Vision 2020, FSO Culture, FSO people, service lines, accounts and business
development, experience management, offerings, big bets, knowledge and
more!

Link: chs.ey.net/americasfsohub

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How do I access FSO Advisory on the Hub?

Go to the Hub
Select Service lines and then select Advisory on the left hand toolbar

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FSO Advisory on the Hub

Access the FSO Advisory page on the Hub to learn more about the practice
and access important and useful resources

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FSO Advisory on the Hub

Under the Our structure section, click on the FSO Advisory leadership
page link to take a look at the FSO Advisory leaders

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TIPs

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TIPs-Approvals and Go-to-market enablers

Templates section takes you to Community

Knowledge Repository (CKR) website where you
can download multiple templates; offering
template, deal economics, business case
template etc..

FSO Advisory will be making big bets (differential

investments) in FY17 in several growth areas (in
Advanced Analytics, FinTech, Digital, Cyber and
Robotics) to support the expansion and evolution
of our offerings and core competencies.

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Quiz

What Does TIPs stand for?

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Quiz

What Does TIPs stand for?

Tools, Information and People.

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Knowledge@EY (KEY)

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Accessing the KEY

Go to the EY Homepage
On the EY home page, scroll all the way down to My business resources
Select Americas FSO Advisory CKR (KEY)

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What is the KEY?

The KEY is our repository that contains proposals, go-to-market (POVs, webcasts,
articles, thought leadership etc.), learning materials, credentials subject matter
contact information, and work products for all service offerings
It has robust search functionality, allows browsing, and leverages strategic tagging
capabilities
Note: KEY vs. Discover Discover is the firm knowledge repository, it has open access
so can be used by anyone at EY. Americas FSO Advisory has not yet adopted Discover,
so until further notice, please continue to use the KEY for all of your knowledge needs.

Note: The KEY will eventually be

migrated to Discover. Timing
TBD.

Link: http://chas.ey.net/GLOBAL/CKR/AMERICASFSOADVCKR.NSF/welcome/welcome

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When should you use the KEY?

Want to learn more about a service offering?

Starting a new engagement and need to research a
particular topic and access internal learning materials on
that topic?
Want access to FSO Advisorys Thought Leadership
articles and Point of Views (PoVs)?
Helping on a proposal and dont know where to start?

Use the KEY to access reusable collateral to self-teach

or leverage existing content.

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KEY demo

The below is a brief demonstration of the search features and functionality in the KEY.
Please note that this is not inclusive of all repository functions.
1. The button to submit a document 2
to the Knowledge mailbox. The
Submit button will open a
prepopulated email in Outlook.

2. Robust search function.

1
3. The ability to perform more
detailed search on the results
returned from the initial results in
step 1.
3
4. The publication date and the 5 4
type of document produced (e.g.
proposal, go-to-market or
learning).

5. Click any link to proceed to the

document.

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KEY demo (contd.)

6. Abstract providing a brief

summary of the document.
Abstracts are written by Knowledge 6
team.

7. The keywords used to tag

documents posted in the KEY.
Similar to the abstract, each time a 7
user searches for a document and
the keyword matches, a hit will be
returned.

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KEY shortcut:
Access the KEY in one click every time!
Link to KEY: http://chas.ey.net/GLOBAL/CKR/AMERICASFSOADVCKR.NSF/welcome/welcome
Step 1: Open URL for
homepage

Step 2: Click and hold

Notes icon preceding
KEY URL

Step 3: Drag Notes icon to

Windows taskbar to create
shortcut

Step 4: Click shortcut

icon on desktop to open
KEY

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KEY search tips
Search text
Use " " quotations to search for exact
keywords as appearing in quotes
Narrow search by using &, +, AND to
search all keywords
Narrow search by using NOT to exclude
certain words not relevant to search
keywords
Broaden search by using OR, ACCRUE to
search any of the keywords
Use asterisks * as wild card to search
documents containing any words beginning
with letter you choose
Use question mark(s) ? as wild card(s) to
search for variation in spelling on uncertain
spellings
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Search examples
Recovery and wind down retrieves Recovery and wind
down"
Credit and lending retrieves Credit and lending"
Basel AND testing, Basel + testing, Basel & testing"
all retrieve Basel testing
Basel NOT III retrieves all Basel types except for
Basel-III
Basel OR testing, Basel ACCRUE testing retrieves
Basel or testing
Dodd* retrieves Dodd-Frank Act
regulatory* retrieves regulatory change", "regulatory
reform"
D??? retrieves both Dodd and DFAST
Quiz

What does KEY stand for?

A. Know EY

B. Key to success

C. Knowledge @ EY

D. None of the above

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Quiz

What does KEY stand for?

A. Know EY

B. Key to success

C. Knowledge @ EY

D. None of the above

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SharePoint tools

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SharePoint tools

Discover People
EYDelivers
Team Site
Yammer

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What is Discover People?

Discover Your Discover People profile brings together in one

People place your experiences, contact details, skills and
interests, as well as the ability to connect with colleagues
and build a personal online network it's all about you!

Use the URL (https://my.ey.net/) to connect to your individual people profile

Please note your profile is cloud-hosted and should not be used for sharing
confidential client information or previous confidential engagements

Helpful Links:
Discover people link: https://my.ey.net/
To learn more about People Profile, please visit the Quick Reference Guide

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How do I edit my Discover People?

The Basic Information is pre-populated with your information from the HR

database.
Add a photo of yourself. This will also be visible in MS Outlook and Skype.
Enter other relevant information in the About Me section.
Enter your skillsets in the Ask Me About section.

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How do I upload my Bio (CV)?

Scroll down to CVs section and then select Upload on the right hand side of the
page.
Click Browse and select your CV file, making sure that name of your CV is
unique by including your name and the current date, and then click OK.

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What is EYDelivers?

EYDelivers is the common platform for FSO Advisory practitioners to efficiently

manage engagements and execute basic service delivery functions.

With EYDelivers, you can:

Plan and manage engagements throughout the engagement life cycle
(IDDDS)
Collaborate with your team mates, clients and third parties across multiple
geographies
Create engagement documentation and work products more effectively

Manage the review and approval process on your engagement

Manage multiple projects from one central location

Helpful Links:
EYDelivers: https://eyd-us.ey.com
To learn more about EYDelivers, please visit the EYDelivers help page

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EYDelivers Homepage example

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What is a Team Site?

A Team Site is the common platform for FSO Advisory practitioners to manage
internal communications with their team, including strategy, leadership,
broadcasts about upcoming meetings such as counselling family meetings and
town-halls etc.

With Team Sites, you can:

Share general team information (events via a calendar,
leadership/colleague names, hot topics etc.)
Collaborate through discussion boards

Customize an internal space for your teams knowledge needs

Note: Please review EY Confidentiality Global Policy before storing any

content on a Team Site. Please refer to this link to find more information.
Helpful Links:
Request a team site: https://newsite.ey.net/
To learn more about Team Sites, please visit the Team Site help page

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Team Site example: Global SAP Team Site

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What is Yammer?

Yammer is EYs enterprise collaboration network.

Yammer enables you to:

Share information with other EY colleagues

Work collaboratively with your team members

Build relationships by sharing updates and joining other Yammer

conversations
Get the technical answers you need from EY people around the globe

* Yammer is not to be used for any client confidential or sensitive information.

Please remember to respect copyright laws when using Yammer.

Helpful Links:
Access Yammer: https://www.yammer.com/ey.com/
To learn more about Yammer, please visit the Yammer Guidelines page

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Getting connected on Yammer

Search for groups of interest

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Quiz

I want to give my client access to

documents, I will use:
A. My personal email

B. EYDelivers

C. The KEY

D. Quickr

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Quiz

I want to give my client access to

documents, I will use:
A. My personal email

B. EYDelivers

C. The KEY

D. Quickr

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Engagement reference guide

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Engagement reference guide overview

The ERG can help expedite engagement delivery by providing direct

access and learnings for FSO Advisory tools and processes
What is it?
A centralized repository of the
most commonly used
engagement lifecycle tools
Search for tools by topic, name
or engagement lifecycle stage
Learn more about the tools by
accessing FAQs, User Guides
and navigational videos
Obtain tools key contact
information

What do I do next?
Access the ERG on the HUB

Download and print the ERG infographic to help build awareness on your teams

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Contacts

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FSO Advisory Knowledge contacts

KNOWLEDGE TEAM For general Knowledge related

queries, please email:
fsoadvisoryknowledge@ey.com
Christina Gavazzi
Christina.Capone@ey.com Yammer: Look for the FSO
Advisory Knowledge & Methods
group on Yammer
Jason Dudley
Jason.Dudley@ey.com Link to the Knowledge user guide

Courtney Frias
Courtney.Frias@ey.com

Lina Dmitrovic
Lina.Dmitrovic@ey.com

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