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B5 Leading Lawfirm Delivers Business Value

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Slide deck from iManage ConnectLive Global Conference hosted by RBRO Solutions.

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B5 Leading Lawfirm Delivers Business Value

  1. 1. Are you at risk with documents in the ‘wild’? Enhance your iManage footprint.
  2. 2. RBRO – Our Focus Global Solutions Provider  North America, Europe and Asia Pacific presence Solutions  Unifying people, processes and tools Customer Value  Quality over quantity  Solved business problems  Improved daily experience for regular users. 2
  3. 3. The Problem Organizations want to improve Governance and Security. But… While core products such as MS Office and Acrobat are integrated, other line-of-business applications, workflows and the web are not, and migrating linked content to the DMS results in broken links. Result…. Lots of data that exists outside of the DMS because of application incompatibility… too hard to comply! 3
  4. 4. = RISK Is your organization rolling the dice? 4
  5. 5. Solution Examples Content Governance & Security  Business Perspective • No more content in the ‘wild’ • All content in secure, auditable DMS repository • Monitor and control access • Respond quickly to improper access or use  End-user Perspective • All business content in a single place • Easier management of linked content • Less clicks to access all business content • Less clicks to upload or download web-based content 5
  6. 6. Solution Examples Solution Integrate non-integrated apps Make web content interactions simple Manage Ethical Walls Manage Engagement Teams Real-time access monitoring Instant, actionable alerts 6
  7. 7. Solution Examples Business Process Enablement Business Perspective  Secure movement of business content through authoring, review and authorization with full Audit in iManage Work  Less risk associated with content circulation  Less time to complete tasks – greater visibility End-user Perspective  Task-related content is available and actionable  iManage Work content attached to task and automatically placed in iManage Work on completion  Fewer steps 7
  8. 8. Solution Examples Solution Implement a BPM solution Integrate tools like DocuSign Facilitates linked content (e.g., Excel documents) Enable “No-API” access to automation content Provide seamless connection between BPM and iManage Work In-depth iManage Work and K2 experience Pre-canned workflows 8
  9. 9. About Brabners • Mainly Corporate and Commercial Law Firm • Liverpool, Manchester and Preston • 360 users • 216 lawyers • We have been Brabners since 1815 • Five successive generations of the Brabner family have practised law 9
  10. 10. Personal Jon Taylor – Brabners Jon.Taylor@Brabners.com https://uk.linkedin.com/in/jondtaylor @jtredbase Joined Brabners 2013 Previously Weightmans, Pannone and various contract work 10
  11. 11. The Challenge • Major IT issues causing disruption to business • Document chaos • Email risk • Unmanaged processes • Lack of visibility • Collaboration issues 11
  12. 12. Solution • Complete IT infrastructure rebuild  (new domain, virtual infrastructure, servers, switches, storage) • New Desktop  (Win 8.1, Office 2013, Skype for Business Telephony) • New Systems  (DMS – iManage Work, BPM – K2, CRM – InterAction) • Business process improvement initiative • Reduce waste • Figure out the hidden cost of printing? 12
  13. 13. Document Management • Document control • Version control • Findability • Email management • Document automation • Template management • Review and auditing • Accountability 13
  14. 14. iManage Work Best of breed Good reputation Over 70% top 100 UK law firms Well established Good references 14
  15. 15. Change Project • User adoption • File shares to DMS • Invested in training (iTrain Direct) • Classroom and floor-walking • Phased lock-down of file shares 15
  16. 16. Problem • Users had issues saving and uploading from/to web-based applications • Still required intermediate access to the file share • Internally – SharePoint, K2, PDF • Externally – Search providers (PALI), IP registration sites, Land Registry, Companies House, Extranets (HighQ) 16
  17. 17. • Link2DMS – the missing link! • Works out-of-the-box for many scenarios • Training very easy • Easy install • Very easy to use • Background application and non- disruptive Solution 17
  18. 18. Link2DMS • Taskbar-based application 18
  19. 19. Learn Mode - Excel • Learn Mode • Learn Mode Captions • Switch Off Learn Mode • Locked Config • Centralised App Settings Deployment 19
  20. 20. Link2DMS • Intercepts ‘Save As’ 20
  21. 21. Link2DMS • Replaces native Windows or Adobe ‘Save’ dialog with iManage 21
  22. 22. iManage User Acceptance • Good… until we got to Finance and HR teams • Lots of linked Excel spreadsheets and even Word documents 22
  23. 23. Solution • Link2DMS Conduit Office Integration • Includes Excel add-in (read/write capable) • Initial testing positive 23
  24. 24. Automation • Took on K2 to implement workflows including New Business Intake • K2 recommended RBRO  Strong Legal solutions’ understanding  Assist with best practices and avoid pitfalls  Strong Technical capabilities that bridged iManage and K2 • Tie into iManage will be important for content flow 24
  25. 25. Big Picture iManage Delivers significant and growing value.  Get more people, processes and content to the table One path to better adoption  Indirectly improve governance while enhancing user experience Increase business benefit  Integrated workflow will add value to our iManage investment  Working towards lowering cost and increasing profitability 25

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