The document discusses how RBRO helps organizations improve governance and security of documents by integrating various applications and content into their iManage document management system (DMS). This prevents documents from existing outside the DMS due to application incompatibility. The document provides examples of how RBRO solves this problem by integrating non-integrated apps, managing web content interactions, and enabling business processes through solutions like implementing a business process management system and integrating it with the DMS. It also discusses how RBRO helped the law firm Brabners migrate its file shares and linked content into iManage Work, and integrate various line-of-business applications and external websites through Link2DMS and its Excel add-in.

1. Are you at risk with
documents in the ‘wild’?
Enhance your iManage footprint.

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.
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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!
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4. = RISK
Is your organization rolling the dice?
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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
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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
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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
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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
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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
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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
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11. The Challenge
• Major IT issues causing disruption
to business
• Document chaos
• Email risk
• Unmanaged processes
• Lack of visibility
• Collaboration issues
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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?
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13. Document Management
• Document control
• Version control
• Findability
• Email management
• Document automation
• Template management
• Review and auditing
• Accountability
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14. iManage Work
Best of breed
Good reputation
Over 70% top 100 UK law firms
Well established
Good references
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15. Change Project
• User adoption
• File shares to DMS
• Invested in training (iTrain Direct)
• Classroom and floor-walking
• Phased lock-down of file shares
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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)
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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
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18. Link2DMS
• Taskbar-based application
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19. Learn Mode - Excel
• Learn Mode
• Learn Mode Captions
• Switch Off Learn Mode
• Locked Config
• Centralised App
Settings Deployment
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20. Link2DMS
• Intercepts ‘Save As’
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21. Link2DMS
• Replaces native Windows or Adobe ‘Save’ dialog with iManage
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22. iManage User Acceptance
• Good… until we got to Finance and HR
teams
• Lots of linked Excel spreadsheets and
even Word documents
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23. Solution
• Link2DMS Conduit Office Integration
• Includes Excel add-in (read/write capable)
• Initial testing positive
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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
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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
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