How are leading law firms creating, launching, and managing databases to collect, store, and report on the experience and skills of their lawyers? This program addressed the question by discussing best practices on how to plan, implement, and maximize value with an experience management and proposal automation systems. Through real world examples attendees learned how to gain internal buy-in, define requirements and avoiding project delivery mistakes.
Paul Odette, Product Manager, and Amy Fielek, Director of Services for the Business Development Practice, lead a discussion with law firm panelists to provide project overviews, lessons learned, and tips for how to ensure success with your experience management and proposal automation programs.
Financial Consulting & Management Consulting Docket for the startup community
Dr. CA. Srikant Parthasarathy, ACA, ACMA(UK), PhD( Economics)
Chakra Venture Partners LLP
BRM Role Clarity. BRM COI Gathering hosted by Business Development Bank of Mo...Svetlana Sidenko
Business Relationship Management community of interest (COI) gathering presentation March 12. Presented by BDC, IT Chapter, and Projissima. Discussion related to the clarity of BRM Role in Business and IT organisations.
Boardroom Metrics Success Story - Telecom ExecutiveBoardroom Metrics
When Jacques Robichon returned to Canada from Europe, he turned to Boardroom Metrics for help finding consulting and interim management work. Now, Jacques is the Chief Operating Officer in a Boardroom Metrics client company.
Financial Consulting & Management Consulting Docket for the startup community
Dr. CA. Srikant Parthasarathy, ACA, ACMA(UK), PhD( Economics)
Chakra Venture Partners LLP
BRM Role Clarity. BRM COI Gathering hosted by Business Development Bank of Mo...Svetlana Sidenko
Business Relationship Management community of interest (COI) gathering presentation March 12. Presented by BDC, IT Chapter, and Projissima. Discussion related to the clarity of BRM Role in Business and IT organisations.
Boardroom Metrics Success Story - Telecom ExecutiveBoardroom Metrics
When Jacques Robichon returned to Canada from Europe, he turned to Boardroom Metrics for help finding consulting and interim management work. Now, Jacques is the Chief Operating Officer in a Boardroom Metrics client company.
Partnership gets a lot of lip-service: we want to be loved for what we’re doing now, we want them to change, not us, we want them to give it to us; we don’t want to earn it….What it really takes to be partners? What kind of skills and knowledge partners got to have and what behaviours they have to be engaged in?
You might feel the signs of broken business relationship, but it is hard to diagnose. If you observe that between you (or your organization) and you business partner there are occasions of interpersonal conflicts, “us and them” mentality, defensiveness, finger pointing, non-constructive criticism, there is a good chance that you relationship need repair. You can fix them, if you follow the right steps.Business Relationship Management is partially art and partially science. First, you need to earn trust in the eyes of your partner and prove your credibility and second, you need to develop right competencies of yours and capabilities of your organization.
What Is the Role of Brand in Management Consulting? Research Highlights from ...DeSantis Breindel
In partnership with the Association of Management Consulting Firms (AMCF), the Brand Influence Guide for Management Consulting (BIG:MC) examines how management consulting firms are leveraging brand as a business asset. See more at http://www.desantisbreindel.com/big/management-consulting/
Business Relationship Management is about innovationPeter Lijnse
itSMF Alberta - Nov 28, 2013
"We need to talk to the business" - In IT operations we always talk about aligning to the business, but it is a complex issue. The service desk, project managers, development groups, the IT management team all talk to the business. How can we streamline that communication? The business relationship management (BRM) role is a strategic role, that functions as a connector, navigator and orchestrator of the organizational business relationship management capability. The objective is to align demand from the business to supply from the provider to drive business innovation. In this presentation I will talk about the BRM role and its relationship to other organizational units with the objective to drive innovation for the business.
Symposium 2015 : Business Relationship Management as as a Role, a Discipline,...PMI-Montréal
In today's world many challenges rise from the miscommunication between the Business and the Service Provider (i.e. IT). In many organizations, those two entities are seen as rivals rather than partners. The BRM sits between the Business and the Service Provider to help ensure convergence of business values, priorities, timely escalations, and powerful communications deliveries. The BRM role focuses on the business customer and realized business value. BRM competencies can be leveraged through organizational roles, a discipline, and an organizational capability.
The BRM Discipline rests on solid research-based foundations verified and enhanced over a decade of successful implementations in leading organizations around the world. Proven to be equally effective for shared services including Human Resources, Finance, Legal, external service providers and others, BRM practices have enjoyed widespread adaption in IT. The BRM organizational Role is a crucial link between a service provider and the business. In practice, the titles used by BRMs vary considerably (e.g. Business Partner, Account Manager, Consultant, Business Unit Manager, and Business Integration Manager). Building a BRM organizational capability goes well beyond just defining the BRM role and placing individuals in that role. The growing global importance of Business Relationship Management as a role, discipline and organizational capability is due to the shift from Provider ( i.e. IT department) as a commodity/order taker to a business strategic partner, as there is an increasing business demand for innovation and agility.
SPEAKER BIOGRAPHY
Svetlana Sidenko is the President of IT Chapter, a Montreal-based company, which specializes in IT consulting and IT Best Practices training, which she co-founded in 2003.
Driving Innovation Through Business Relationship ManagementCognizant
Business relationship management organizations take the IT-business partnership to the next level, enabling technology innovation to grow and transform business capabilities.
July 2017: NEW UPDATED CAB WEBSITE: www.cabstrategy.com. Here you'll find many more CAB best practices!
Customer advisory boards are rapidly becoming a standard part of a company's marketing program. CAB meetings allow your executives to meet with a dozen or more of your most important customer decision makers. But not all CAB meetings are successful. A few of the secrets to positioning your CAB for success are shared in this mini-deck.
You can also learn more in my 2-volume set of books: The Flipchart Guide to Customer Advisory Boards and on my CAB blog: http://customeradvisoryboards.wordpress.com.
Crafting Your Accounting Innovation StrategyAggregage
Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? Attend this non-technical, but technology-focused session to actually work through creating an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies.
Learn to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning & analysis and decision support. While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor.
This session will empower you to:
• Understand how to select your accounting apps and develop your innovation strategy
• Develop your “intraprise architecture” and use it to visualize the changes to your firm’s or accounting department’s operations
• Obtain insight into the skills and knowledge you will need to build in your staff to maintain your team’s relevance and improve the services you provide
What is the real cost of hiring consultants?Skip Blackburn
When you consider hiring a consultant for your capture management business, you may be hesitant (rightfully so). Before you make any decisions, understand exactly what the trade-offs and benefits are.
Some similarity between the disciplines of preparing for PMP exam and the readiness of a SIG SIGMA Black Belt concept are amazing. This is an interesting and importantly unique comparison.
Partnership gets a lot of lip-service: we want to be loved for what we’re doing now, we want them to change, not us, we want them to give it to us; we don’t want to earn it….What it really takes to be partners? What kind of skills and knowledge partners got to have and what behaviours they have to be engaged in?
You might feel the signs of broken business relationship, but it is hard to diagnose. If you observe that between you (or your organization) and you business partner there are occasions of interpersonal conflicts, “us and them” mentality, defensiveness, finger pointing, non-constructive criticism, there is a good chance that you relationship need repair. You can fix them, if you follow the right steps.Business Relationship Management is partially art and partially science. First, you need to earn trust in the eyes of your partner and prove your credibility and second, you need to develop right competencies of yours and capabilities of your organization.
What Is the Role of Brand in Management Consulting? Research Highlights from ...DeSantis Breindel
In partnership with the Association of Management Consulting Firms (AMCF), the Brand Influence Guide for Management Consulting (BIG:MC) examines how management consulting firms are leveraging brand as a business asset. See more at http://www.desantisbreindel.com/big/management-consulting/
Business Relationship Management is about innovationPeter Lijnse
itSMF Alberta - Nov 28, 2013
"We need to talk to the business" - In IT operations we always talk about aligning to the business, but it is a complex issue. The service desk, project managers, development groups, the IT management team all talk to the business. How can we streamline that communication? The business relationship management (BRM) role is a strategic role, that functions as a connector, navigator and orchestrator of the organizational business relationship management capability. The objective is to align demand from the business to supply from the provider to drive business innovation. In this presentation I will talk about the BRM role and its relationship to other organizational units with the objective to drive innovation for the business.
Symposium 2015 : Business Relationship Management as as a Role, a Discipline,...PMI-Montréal
In today's world many challenges rise from the miscommunication between the Business and the Service Provider (i.e. IT). In many organizations, those two entities are seen as rivals rather than partners. The BRM sits between the Business and the Service Provider to help ensure convergence of business values, priorities, timely escalations, and powerful communications deliveries. The BRM role focuses on the business customer and realized business value. BRM competencies can be leveraged through organizational roles, a discipline, and an organizational capability.
The BRM Discipline rests on solid research-based foundations verified and enhanced over a decade of successful implementations in leading organizations around the world. Proven to be equally effective for shared services including Human Resources, Finance, Legal, external service providers and others, BRM practices have enjoyed widespread adaption in IT. The BRM organizational Role is a crucial link between a service provider and the business. In practice, the titles used by BRMs vary considerably (e.g. Business Partner, Account Manager, Consultant, Business Unit Manager, and Business Integration Manager). Building a BRM organizational capability goes well beyond just defining the BRM role and placing individuals in that role. The growing global importance of Business Relationship Management as a role, discipline and organizational capability is due to the shift from Provider ( i.e. IT department) as a commodity/order taker to a business strategic partner, as there is an increasing business demand for innovation and agility.
SPEAKER BIOGRAPHY
Svetlana Sidenko is the President of IT Chapter, a Montreal-based company, which specializes in IT consulting and IT Best Practices training, which she co-founded in 2003.
Driving Innovation Through Business Relationship ManagementCognizant
Business relationship management organizations take the IT-business partnership to the next level, enabling technology innovation to grow and transform business capabilities.
July 2017: NEW UPDATED CAB WEBSITE: www.cabstrategy.com. Here you'll find many more CAB best practices!
Customer advisory boards are rapidly becoming a standard part of a company's marketing program. CAB meetings allow your executives to meet with a dozen or more of your most important customer decision makers. But not all CAB meetings are successful. A few of the secrets to positioning your CAB for success are shared in this mini-deck.
You can also learn more in my 2-volume set of books: The Flipchart Guide to Customer Advisory Boards and on my CAB blog: http://customeradvisoryboards.wordpress.com.
Crafting Your Accounting Innovation StrategyAggregage
Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? Attend this non-technical, but technology-focused session to actually work through creating an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies.
Learn to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning & analysis and decision support. While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor.
This session will empower you to:
• Understand how to select your accounting apps and develop your innovation strategy
• Develop your “intraprise architecture” and use it to visualize the changes to your firm’s or accounting department’s operations
• Obtain insight into the skills and knowledge you will need to build in your staff to maintain your team’s relevance and improve the services you provide
What is the real cost of hiring consultants?Skip Blackburn
When you consider hiring a consultant for your capture management business, you may be hesitant (rightfully so). Before you make any decisions, understand exactly what the trade-offs and benefits are.
Some similarity between the disciplines of preparing for PMP exam and the readiness of a SIG SIGMA Black Belt concept are amazing. This is an interesting and importantly unique comparison.
Estimating your Process Projects presented at FSOkx BPM ForumProlifics
Estimating always presents challenges. This is especially true when estimating the intangibles of process improvement efforts. This presentation will focus on how to reduce the guesswork associated with the estimation process by considering the following questions: What is it that you are estimating? How big is the thing you are estimating? What baselines are you using for your estimates? Should you be estimating top down, bottom up or somewhere in between? How do your estimates tie to your project plan? Do your estimates reflect ROI and business value?
With today’s economic challenges, now is a good time for every business
to take a close look at their business strategy and assess both the
immediate and longer term impact of the recent economic downturn. So
what measures should business take to perform better in good economic
weather and be able to cruise through in economic storms? Let's discuss.
It’s one thing to sell to customers—it’s another to negotiate with business partners, corporate lawyers and investors. In this Entrepreneurship 101 lecture, we discuss the art of the sale in depth and give tips and tricks on how you can succeed when negotiating with various stakeholders.
Key topics covered: Partnerships, corporate agreements and negotiating.
Tap. Swipe. Pinch: Designing for Touch-Friendly DevicesHubbard One
More than 70% of the world’s population is now connected to a mobile network, and more and more mobile devices are inviting users to let their fingers do the navigating. How well does your website accommodate the users of touch-friendly devices?
In 2011 alone, traffic to law firm websites from mobile devices increased by 152%. Your audience increasingly relies on mobile devices to get information, communicate and even conduct transactions. During this webinar, our interactive marketing experts – Kalev Peekna and Nate Denton – discussed how you can make your site more accessible to your mobile clients. They explored the latest trends and techniques in responsive and touch-friendly design and shared ways your firm can move beyond the desktop today.
To watch the webinar, visit http://www.hubbardone.com/touch-friendlydesign.
Proactive Marketing: How to Increase the Efficiency and Engagement of Your Ca...Hubbard One
Learn how to reinvigorate your marketing programs and drive greater return on investment by taking a bottom-up approach to your campaigns.
Our e-marketing experts - Kyra Patterson and Joe Przybyla – share successful strategies for developing, executing and reporting on campaigns through real-world examples. Gain insight into how innovative firms are overcoming common challenges to improve the success and efficiency of their e-marketing programs. Learn how you can build and maintain better marketing lists, encourage client engagement and increase your reach.
From Reporting to Action: How to Understand and Drive Interactive ResultsHubbard One
Presented by Kalev Peekna and Gita Bedi.
How are you measuring your digital marketing success? For many marketers, making sense of the data they collect can be difficult. However, the world of web analytics is evolving to become more intuitive and insightful.
During this webinar, we shared tips to help you more effectively measure and analyze your marketing efforts and create data-driven interactive marketing programs. We explored the questions legal marketers should ask when analyzing their data and outlined easy steps you can take to better define interactive goals, identify new opportunities and measure ROI.
Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
Synthetic Fiber Construction in lab .pptxPavel ( NSTU)
Synthetic fiber production is a fascinating and complex field that blends chemistry, engineering, and environmental science. By understanding these aspects, students can gain a comprehensive view of synthetic fiber production, its impact on society and the environment, and the potential for future innovations. Synthetic fibers play a crucial role in modern society, impacting various aspects of daily life, industry, and the environment. ynthetic fibers are integral to modern life, offering a range of benefits from cost-effectiveness and versatility to innovative applications and performance characteristics. While they pose environmental challenges, ongoing research and development aim to create more sustainable and eco-friendly alternatives. Understanding the importance of synthetic fibers helps in appreciating their role in the economy, industry, and daily life, while also emphasizing the need for sustainable practices and innovation.
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
Honest Reviews of Tim Han LMA Course Program.pptxtimhan337
Personal development courses are widely available today, with each one promising life-changing outcomes. Tim Han’s Life Mastery Achievers (LMA) Course has drawn a lot of interest. In addition to offering my frank assessment of Success Insider’s LMA Course, this piece examines the course’s effects via a variety of Tim Han LMA course reviews and Success Insider comments.
Automate and Differentiate: How to Create and Launch Experience and Proposal Automation Systems
1. Automate & Differentiate: How to Create & Launch Experience and Proposal Automation Systems Paul Odette Senior Product Manager, Business Development Hubbard One Amy Fielek Director of Services, Business Development Hubbard One Becky Klindt Marketing Operations Manager Fredrikson & Byron P.A. Cyndy McCollough Senior Manager, Marketing Technology Dickstein Shapiro LLP
8. The Problem Endless number of places where experience info can live. Finding accurate experience (if it can be found) can be time consuming. Bio & Practice Descriptions Emails – Does anyone know…? Proposals Marketing Materials Financial System PowerPoint Presentations Pitch Books Spreadsheets Custom Databases
9. Centralize, Publish, Use Experience Manager enables law firms to efficiently Centralize Refine Publish attorney and matter data for marketing and business development.
10. Marketing & Business Development Use Cases 1 Finding Experience for Pitches and RFPs 2 Generating Demand via the Web 3 Managing Submissions and League Tables 4 Citing Experience on a Prospect Call 5 Staffing a Pitch or Client Team 6 Responding to a Press Inquiry
16. Experience Manager: Who Knows What View Experience Results View Attorney Results Configurable Results Views
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18. Freeing up time for strategic business development Strategic Focus Busy Work Proposal Strategy Differentiation Opportunity Visibility Finding & cobbling together proposal content Reformatting , standardizing content Manual pitch tracking/reporting
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20. Faster and Better Content Production 1. Choose Template 2. Choose Content 3. Generate Document c Reduce content production effort from Hours to Minutes.
26. From Experience Management to Knowledge Management Marketing Information Attorney Information Billing Information
27. Building a Team: Who Should be Involved? Administrative Team Practice Group Team Primary Project Team Financial Lead Practice Group Lead Project Manager Knowledge Management Experience Lead IT Support Marketing Lead Workflow Lead Practice Group Managers Project Manager Practice Experience Administrator Data Specialist Data Specialist Project Manager Project Coordinator
28. How It Works Experience Manager Attorney Marketing Practice Experience Administrator
30. How It Continues to Work Experience Manager Attorney Marketing Practice Experience Administrator
31. Value Summary Internal Benefits External Benefits Provide a cumulative source of experience Highlight key experience to external audiences (league tables, news releases, etc.) Utilize experience across multiple functions Improve response time for producing deal and case lists Find attorneys in the firm with significant amounts or specific types of experience Enhance external message marketing content on the website, proposals, pitches, etc. Better tracking of work results Identify trends in the firm’s business such as industry or geographic segment growth Better understanding of costs, fees and profitability More clearly communicate and comprehend client successes
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37. Does this involve litigation? Can we publicize client name? Is it marketable? Matter A: General Questions Can we publicize $ amount? Yes No Pretrial Trial Arbitration Mediation Counseling & negotiation Yes No How It Works Attorney Interviewers
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42. Experience Management 1 Identify strategically valuable Use Cases 2 Complete a thorough Current State Assessment 3 Identify Stakeholders and Sponsors 4 Define a realistic Vision 5 Define, refine, & get agreement on Processes 6 Collaborate with IT The challenge typically is not technology… but organizational preparation and readiness.
43. Proposal Generation 1 Define Business Case 2 Standardize pitch formats 3 Develop Pitch Design ahead of time 4 Keep formatting simple 5 Define plan for ownership & ongoing management of content 6 Develop other Use Cases An unbelievably valuable tool … but keep it simple and streamlined.
When doing research for this webinar I came across a law firm’s website that was describing their Litigation practice, they have “experience and expertise developed through litigating.” Doesn’t every law firm do that? How is this statement differentiating them from anyone else?
3 levels of legal work – at one end is commodity work – at the other end “bet the company” work. Most work is in the middle where a GC is trying to locate the best experience possible at a reasonable rate. Leveraging your differentiated experience, relationships, and pitching effectively are critical.
Accenture is a global, world class professional services firm that uses their collective experience as a competitive advantage. Companies hire Accenture for their depth of experience in specific situations, methodologies, and people with the expertise to do the detailed worked. In this example, Accenture has a rotating banner that targets specific audience. M&A in this case. They also have rotating case studies at the bottom of the page. Accenture is making a clear statement on its home page that it has breadth of experience with highly visible organizations…like an ABN AMRO.
Accenture provides the equivalent of solutions or practices pages. You can click on the Client Successes link to view all experience for the practice. This practice has 68 client success stories! Are you going to question if Accenture has enough experience in this particular area? Accenture provides very rich content for the featured case studies. Accenture is MARKETING BY CLIENT SUCCESS STORY. Very simple. Extraordinarily powerful. This has been their strategy for years.
Manage Experience Every EM project focuses on defining the data that should be collected, appended to, and managed. In just a minute, we’ll talk through how other firms are efficiently getting the right data in the system. Our data management feature is geared to help you efficiently manage the data for the firm. Field and Screen Management Custom fields and screen management is EASY for non-technical users. You can add fields, move them around on the screens, etc without IT assistance. General Profile The General Profile is where you can define fields that should ALWAYS display on a record. Custom Practice Profiles Custom Profiles provide a way to create sets of fields that can be applied to SUBSETS of records. Our clients use this capability to create Practice Specific Profiles and fields. This makes it easy to meet the unique needs of individual Practices. Marketing Profiles Experience records can be Promoted to Marketing for use on the Web and in Pitches .
Solution: Immediate EM Core Value + Long Term Integrated Platform Value EXPERIENCE MANAGER CORE VALUE Consider explaining the EM functionality in the context of an RFP response. To prep: See end of this document for Example Experience Search Use Cases. Look up some of the firm’s clients in Monitor to dig up intelligence on actual work, the firm’s competition, etc. RFP Scenario: Okay, we’ve talked about the increasing importance of Experience Programs, and some of the challenges with ad hoc Experience Data Collection. Let’s say that you just received an RFP to represent a Motor Carrier in Labor related matters and litigation (just an example) , and need to respond quickly. Here is how you might do that with the Experience Manager product. Find Experience You’ll have several searching options to find the right Experience for the RFP. Quick Search Can search the Core Experience record info Can search Practice Profiles Can search for Experience by Company Search Builder enables to perform more complex logical searches. For Example: specific search here You can Save Searches so perhaps a similar search has already been completed before. Or, you can save this current search for later reference or to share with a colleague.
Experience Search Results In a few seconds, you’ll be viewing the Experience Search Results which enables you to take action on the data. Graphs From Experience Search Results, you can Graph any field. RFP Graph Example Graphs help you perform quick analysis of Experience. They help you communicate key findings to BD peers and Attorneys. Professionals Take note of the Professionals tab. You can quickly view all the Attorneys related to the Experience. You can view the Attorney Bio, and all of their Related Experience. This might influence which Attorneys you feature in the RFP response.
In this webinar we’ll showcase how you can use your website as a foundation for relationship building by using personalization technologies and responsive design. Attendees will also learn how to develop deeper relationships with clients and prospective clients on the web and how to collect meaningful data to drive their business development efforts. More information for this webinar can be found at hubbardone.com