Tag Archives: WestKM
July 7, 2008

Connections in Context Replay

On June 20,  I was the moderator of a webinar: Connections in Context – The New Face of CRM sponsored by the Knowledge Management Peer Group of the International Legal Technology Association. The speaker was Oz Benamram the Director of Knowledge Management of Morrison & Foerster.

A replay of that webinar is now available on the ILTA website: Connections in Context – Who Mentioned CRM?

Enterprise search has become the standard for helping to make organizations’ information retrieval processes more efficient. Improving user access to data across the enterprise is key.  But effective search can do so much more than just improve existing business processes, it can transform your business network by exposing otherwise hidden expertise, customer relationships and cross-selling opportunities. In this session, Oz Benamram demonstrates how to transform your business development process with enterprise search by automatically sharing relationship connections and context throughout the enterprise and provide the benefits of a contextual, searchable network to your stakeholders to achieve maximum adoption and effectiveness.

June 20, 2008

Connections in Context

I was the moderator of a webinar: Connections in Context – The New Face of CRM sponsored by the Knowledge Management Peer Group of the International Legal Technology Association. The speaker was Oz Benamram the Director of Knowledge Management of Morrison & Foerster. The presentation was a retake of the presentation he gave at the Enterprise Search Summit.

Oz has done some great work on finding documents. So I was enthusiastic to see his take on finding people.

My Notes:

The goal of CRM has been to help you find someone and to deliver information about that someone to help you decide if that someone is the “one.” We need to make it easy to find people, whether internal or external, and see our shared experience with this person.

Oz set forth Amazon.com, with all of the related content related to the product. With Facebook, he pointed out the flow of information from Facebook.

There are three keys around people: who, why and what. Who are the People and Contacts. The Why is the client, matter or project. The What are emails and documents. It also important to coordinate those with when and where.

The goal is to make the information findable in a Google-like manner. That is one simple search box that integrates all systems. It also important to filter the results like you do in Amazon or Clusty (powered by Vivisimo).

Oz moved onto a presentation of the contacts module of his AnswerBase system. AnswerBase is powered by Recommind. The tool uses a relationship analysis tool from Contact Networks (in a proof of concept). This tool looks at the email traffic between internal and external people to show the strength of relationship. They also add info from the CRM system, HR databases, document management system, billing system, matter management system and marketing systems.

They had a privacy issue related to harvesting email. They limited it to emails that were put into their email filing system. This allows you to expose the email and alleviated privacy concerns.

Oz moved onto finding contacts in context. This involved some entity extraction. They use West KM to find courts, judges and parties mentioned in the document. (This is very litigation focused.)

Oz moved on to finding internal expertise. They mash together information from the HR system, the documents the attorney has drafted, the information on the attorney’s matters and the attorney’s time entries.

October 11, 2007

Knowledge Management and Serendipity

Knowledge Management and Serendipity

One thing I noticed in our search for an enterprise search tool is the serendipity factor. People were finding interesting and informative things that they did not expect to find.

Our sample database of documents and intranet sites for testing enterprise search had been targeted at the guinea pigs in the proof of concept. We wanted to make sure that the information in the sample was some of their information. That way we could test the precision of the various search engines. The user would know about a particular document and craft a search to find it.

A good percentage of the searches would bring back a useful item that they did not know about. They would find out a colleague had drafted a memorandum on the same topic or find a brief on the subject from someone they did not know.

Two things brought up the subject of this post. One was a post on the Forrester Information and Knowledge Management blog: Serendipity: A Critical Innovation Success Factor by Erica Driver.

The second was my own experience using WestKm. I was giving my annual introductory knowledge management training session for the new associates last week, which includes a segment on WestKM. We use WestKm to search a subset of our Interwoven document management system using the WestLaw search engine, citation checking and other features. This subset of documents is targeted at those documents with legal analysis (as opposed to agreements), especially those with case citations or statutory citations.

Being a “seasoned” transactional lawyer, I rarely do primary research anymore. But one issue comes up every year. “What can I do about my neighbor’s tree that is hanging over my yard? Can I trim the tree?” I wrote a brief memo on the issue several years ago. I use a search for this memo during my WestKM demonstration.

Serendipity struck this year when another item came up in the WestKM search results ahead of my memo. Someone else had gone and drafted a memo on the same topic for a client. (I hope that she found my memo and re-purposed it.) Unfortunately, the new memo was much better than mine. (It should be; a client paid for it.)

Another serendipitous moment was that the memorandum had the unfortunate title of “Memo to File.” So, I was able to teach the new associates another lesson: Give your documents a meaningful name. “Memo to File” is not a useful name for you to find that document again. It certainly is not a useful name for someone else interested in that subject. Even though the other memo was better than mine, people would be more likely to read my memo because it is called “Tree Trimming in Massachusetts.”

I find one of the great features of powerful search engines is this serendipity factor. It is always great to find interesting things that you do not expect to find. Run a Google search on yourself and see what comes up. If you have a blog, use the Google Webmaster tool or Technorati and see who is linking to your blog. Serendipity could be in your future.