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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

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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

”

“

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Background

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

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Analysis

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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

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Analysis

In-depth Analysis

10%  

24%  

5%  

61%

Content by Space Type

Collaboration Knowledge Private Team

Power Users

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Analysis

BlueMountain Confluence Summit

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

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Standardization

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Standardizat ion

Knowledge Bases

• Categorized all spaces Team

Collaboration

Knowledge

• Evergreen Content • Cross Functional • Central directory and

search

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Standardizat ion

Templates

• Traditional •  Meeting Notes •  Projects •  Reporting

• Blueprints •  Alerts

• Live Templates •  Templates inside Templates

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Automation & Customization

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Automation & Customizat ion

Confluence as a Business Platform

• DealHub •  Illiquid deal pipeline • Deal Lifecycle

Management

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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

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Automation & Customizat ion

Examples of our Add-ons and Macros

Enhanced Table

File Browser

Custom Email Notifications

Bindings to Proprietary Systems

Code Regions

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Conclusion

Where are We Now

February 2014 August 2014

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Key Takeaways

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Management Encouragement

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Evergreen Content

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Be Intentional

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Uncertainty is OK

#atlassian

One on One Training

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Use Atlassian Network

Thank you!

Michael Kalnicki • Quantitative Strategist • BlueMountain Capital Management