confluence application development – collaboration in the financial sector and beyond - michael...

#atlassian

NOTES:

• Your main title goes in the large blue

font.

• If you have a title that naturally splits

into a subtitle, use the smaller green

font for the subtitle. If not, delete the

subtitle

PHOTO

1. Place your photo at around the

same size as the example photo

2. (Keynote users:) Move your photo

onto the blue shape below Select both

photo and shape and then choose

“Mask with selected shape” from the

menu. Double click the photo to edit

the scale and crop position.

Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management

Confluence Application Development

Collaboration in the Financial Sector and Beyond

Background

Agenda

• Background • Our Story •  Analysis

•  Standardization

•  Automation & Customization

• Key Takeaways

Background

Company Background

• NYC based Hedge Fund

• Founded in 2003

• One of the top 50 largest hedge fund managers

Background

How Do We Manage Growth?

Head Count

NOTES:

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions & bookmarks

bar is hidden

• Screenshot fills entire screen

• You can download the “Window

Resizer” Chrome extension to set

your window at 1280x1024 so that it

fills this aspect ratio

Background

Collaboration is Not Optional!

•  Create an enduring institution

•  A client focused fiduciary

•  Operating as an integrated, collaborative

partnership with no silos

•  Constantly innovating

•  Absolutely committed to integrity and the pursuit of

excellence

From the start we have adhered to a consistent set of goals and principles

•  Governance

•  Training and development

•  Communication and collaboration

technology

•  Incentives and rewards consistent with

collaborative culture

•  Added significant leadership experience

•  3 additional new partners in 2013

We’ve undertaken a wide array of initiatives to manage growth and culture

We believe strongly in the power of collaboration. It is our view that diversity of thought and cross-firm collaboration lead to the best outcomes for our investors and the most enriching workplace. We expect our employees to collaborate not just with those in their particular functions, but also with a broad array of employees from every sector of the firm.

BLUEMOUNTAINCAREERS.COM

”

“

NOTES:

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions & bookmarks

bar is hidden

• Screenshot fills entire screen

• You can download the “Window

Resizer” Chrome extension to set

your window at 1280x1024 so that it

fills this aspect ratio

Background

•  Initially used for technical documentation & blogging • Spread to other teams • Standardized as our collaboration platform

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Analysis

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Analysis

Usage and Content Analysis

0

20

40

60

80

100

120

140

Contributors

0

100

200

300

400

500

600

700

800

Pages Created

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Analysis

In-depth Analysis

10%  

24%  

5%  

61%

Content by Space Type

Collaboration Knowledge Private Team

Power Users

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Analysis

BlueMountain Confluence Summit

• Attended by CEO and Power Users • Reviewed analysis and proposed new initiatives

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Standardization

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Standardizat ion

Knowledge Bases

• Categorized all spaces Team

Collaboration

Knowledge

• Evergreen Content • Cross Functional • Central directory and

search

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Standardizat ion

Templates

• Traditional •  Meeting Notes •  Projects •  Reporting

• Blueprints •  Alerts

• Live Templates •  Templates inside Templates

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Automation & Customization

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Automation & Customizat ion

Confluence as a Business Platform

• DealHub •  Illiquid deal pipeline • Deal Lifecycle

Management

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Confluence as an Intranet

Automation & Customizat ion

Automation & Customizat ion

Profile & Interactive Floor Plan

Automation & Customizat ion

Onboarding Task List

Automation & Customizat ion

Timesheet

Automation & Customizat ion

Events

Automation & Customizat ion

Designing Flexible Solutions

• Look to solve big problems, not just the one at hand

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Automation & Customizat ion

Examples of our Add-ons and Macros

Enhanced Table

File Browser

Custom Email Notifications

Bindings to Proprietary Systems

Code Regions

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Conclusion

Where are We Now

February 2014 August 2014

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Key Takeaways

#atlassian

Management Encouragement

#atlassian

Evergreen Content

#atlassian

Be Intentional

#atlassian

NOTES:

• If it’s important for the

audience to remember where

they are in the chapter

sequence and see forward /

backward, use this slide for

chapter titles. Move the white

lozenge style to whichever

section you’re introducing

Uncertainty is OK

#atlassian

One on One Training

#atlassian

NOTES:

• Use Chrome browser

• 1 tab open, unless tabs help

illustrate

• Browser extensions & bookmarks

bar is hidden

• Screenshot fills entire screen

• You can download the “Window

Resizer” Chrome extension to set

your window at 1280x1024 so that it

fills this aspect ratio

Use Atlassian Network

Thank you!

Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management