The document reviews the new version of LexisNexis Firm Manager, an online law practice management program. It summarizes that LexisNexis redesigned the original 2011 version based on feedback to improve core functionality and ease of use. The new version handles basic practice management tasks well, including matters, contacts, calendars, tasks, documents and billing. While some improvements are still needed, the author concludes it is a solid option for solo and small law firms that fits most budgets.
Top 20 Office and Office 365 Productivity Features You Need to KnowChristian Buckley
Most people understand the core capabilities in Micrfosoft Office and Office 365: they can log in, access email, upload documents, join in discussions. But are there features that go largely unused, but which can help you unlock personal or team productivity? This presentation walks through the Top 20 Office and Office 365 productivity features that can help your end users get the most out of the and related Microsoft Office functionality.
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded February 24th, 2020 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
Duly OneNoted - Digital Workplace Conference NZ / AU 2017Darrell Webster
A demo-heavy session to get practical examples of how you and your team can use OneNote to work together, alongside the tools you already use within Office 365.
That important thing. That brilliant idea. The time when you need to whiteboard with your team but don’t have one. That meeting when you need at least two people to help take meeting minutes. Those business cards you should capture. That synchronised team knowledge base in your pocket.
OneNote is everywhere, within so many personal and collaborative experiences in Office 365.
Microsoft 365 provides an integrated solution that combines Office productivity applications, advanced security features, and device management capabilities to help businesses get more done, work better together, build their business, safeguard data, and make administration simple. The suite offers tools for collaboration, file storage and sharing, customer relationship management, and threat protection to help businesses and their employees be productive from anywhere while keeping data secure.
The Nuts and Bolts of Teams, Groups and Conversation as-a-ServiceChristian Buckley
Within Office 365, we have multiple methods for social collaboration. Organizations around the world are struggling to understand which tool to use when -- but this is the wrong premise. In this session, we'll discuss the broader concept of 'conversation as a service' and how Microsoft Teams, Outlook Groups, Yammer, and SharePoint all fit together -- and show you how to get the most out of all of them.
While Office365 continues to grow at a rapid rate, adoption beyond Exchange can be slow without a strategy in place. This presentation discusses: a "go to market" strategy for a successful Office 365 deployment; productivity features that will enhance adoption; strategies for keeping end users engaged; how to track usage and activity so you can measure your success; and touches on many of the productivity features (Groups, Delve, Yammer, co-editing, etc). The primary focus, however, is on the management/ongoing educational aspects of a successful deployment.
You can find a video recording of this session via #Collab365 at https://youtu.be/uYpPx5R3lPY
How would you like to make your own phone app? Microsoft Dynamics 365 PowerApps, a PaaS model available in the cloud, makes app creation easy.
PowerApps was introduced in April 2016 as a way to allow any business to harness the power of app technology for their organization.
Top 20 Office and Office 365 Productivity Features You Need to KnowChristian Buckley
Most people understand the core capabilities in Micrfosoft Office and Office 365: they can log in, access email, upload documents, join in discussions. But are there features that go largely unused, but which can help you unlock personal or team productivity? This presentation walks through the Top 20 Office and Office 365 productivity features that can help your end users get the most out of the and related Microsoft Office functionality.
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded February 24th, 2020 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
Duly OneNoted - Digital Workplace Conference NZ / AU 2017Darrell Webster
A demo-heavy session to get practical examples of how you and your team can use OneNote to work together, alongside the tools you already use within Office 365.
That important thing. That brilliant idea. The time when you need to whiteboard with your team but don’t have one. That meeting when you need at least two people to help take meeting minutes. Those business cards you should capture. That synchronised team knowledge base in your pocket.
OneNote is everywhere, within so many personal and collaborative experiences in Office 365.
Microsoft 365 provides an integrated solution that combines Office productivity applications, advanced security features, and device management capabilities to help businesses get more done, work better together, build their business, safeguard data, and make administration simple. The suite offers tools for collaboration, file storage and sharing, customer relationship management, and threat protection to help businesses and their employees be productive from anywhere while keeping data secure.
The Nuts and Bolts of Teams, Groups and Conversation as-a-ServiceChristian Buckley
Within Office 365, we have multiple methods for social collaboration. Organizations around the world are struggling to understand which tool to use when -- but this is the wrong premise. In this session, we'll discuss the broader concept of 'conversation as a service' and how Microsoft Teams, Outlook Groups, Yammer, and SharePoint all fit together -- and show you how to get the most out of all of them.
While Office365 continues to grow at a rapid rate, adoption beyond Exchange can be slow without a strategy in place. This presentation discusses: a "go to market" strategy for a successful Office 365 deployment; productivity features that will enhance adoption; strategies for keeping end users engaged; how to track usage and activity so you can measure your success; and touches on many of the productivity features (Groups, Delve, Yammer, co-editing, etc). The primary focus, however, is on the management/ongoing educational aspects of a successful deployment.
You can find a video recording of this session via #Collab365 at https://youtu.be/uYpPx5R3lPY
How would you like to make your own phone app? Microsoft Dynamics 365 PowerApps, a PaaS model available in the cloud, makes app creation easy.
PowerApps was introduced in April 2016 as a way to allow any business to harness the power of app technology for their organization.
Strengths and limitations of Microsoft Teams for internal communicationsSam Marshall
Slides from my guest webinar for Staffbase.
The rapid rise of Microsoft Teams represents a significant shift for most digital workplaces. But what does this mean for internal communicators, and how has the outbreak of Coronavirus (COVID-19) changed the ways organisations are using Teams?
In this webinar you’ll learn...
COVID-19: What's the impact on internal communications and the digital workplace?
Are we seeing a tipping point from SharePoint to Teams as the digital workplace hub?
How does Teams fit into the bigger picture: Intranet, Digital Workplace and Employee Experience?
How should internal communicators be leveraging Teams?
What are the limitations and gaps that communicators should be aware of?
First Firecat Friday presentation: tools, best practices and design insights we've put to work for organizations of all sizes to help groups and teams work on projects, share ideas, keep track of files, stay on top of tasks -- while feeling like a team.
Microsoft planner 101 - ClearBox WebinarSam Marshall
An introduction to Microsoft Planner. Usage scenarios including publication planning, issue management, virtual workshops and report compilation. Integration with Flow / Power Automation
What you need to know about collaboration in office 2016Idan Hershkovich
The document discusses new collaboration capabilities in Microsoft Office 2016. It highlights features that improve ad hoc collaboration like real-time co-editing and easy document sharing. However, it notes that while helpful for informal collaboration, the updates do not address challenges with structured collaboration. For effective long-term project management, tools are still needed to facilitate adding metadata, coordinating tasks across systems, and accessing files on mobile.
How To Decide When To Use What In Office 365 - SPTechCon 2015Richard Harbridge
Your users may struggle with these questions: Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange? Should I collaborate on data using an Excel sheet or a SharePoint list? Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site? What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist.
In this session, Join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
Every year we independently evaluate the marketplace for SharePoint intranet in-a-box products. In this webinar, we take an industry focus to consider the trends and prospects for products and vendors.
We'll begin with the state of the art identified in our 2019 SharePoint Intranets report, and compare Microsoft's roadmap with how vendors have responded. We'll also look at trends outside the SharePoint space and ask what should be learned.
Join us for 30 minutes of analysis and discussion, covering:
• In-a-box product trends
• Vendor changes and acquisitions, such as Wizdom, LiveTiles and Bonzai
• The non-SharePoint intranet space
• Likely developments into 2020
• Q&A.
Although practitioners are very welcome to join, this webinar is primarily aimed at vendors, service providers, Microsoft partners and investors.
Veelead offers SharePoint consulting services. Certified Microsoft Partner. Get SharePoint demo for your business. Contact veelead for SharePoint Services that fits your business and makes buisiness process automated
What are top industry experts saying about privacy regulations, the future of digital analytics, and improving data quality?
What are other leading analytics teams doing to foster success?
What strategies can you implement to improve your analytics implementations?
Answers to these questions help analysts and organizations improve their data quality to create better user experiences, expand their brand influence, and increase revenue.
The best part, you can find answers in this ebook from leaders like James McCormick from Forrester, Adam Greco and Michele Kiss from Analytics Demystified, Krista Seiden from Quantcast, and many others. You will also gain insights from other analytics teams who have shared their personal tips and tricks to hack the analytics problems analysts face daily. You’ll discover how to:
Implement strategies to put the customer first to create better user experiences.
How to improve your data intelligence maturity to increase ROI.
Getting executive buy-in to increase the importance of data quality within your organization.
And so much more.
1) The document discusses the current state of collaboration tools, which are often implemented without proper governance, engagement of users, or efforts to drive adoption.
2) Successful collaboration requires focusing on people and processes, not just technology. It involves outlining a clear vision, governance, and intentional efforts to engage users and drive adoption over time.
3) The key is to demonstrate value to users, gain their confidence, and help them apply tools in a way that is relevant to their work through training, group activities, and establishing new patterns of work.
Office 365 Planner is a lightweight task management program aimed at small teams. The tool allows to effectively collaborate, organize and track team projects. Since June 2016; Planner is available for Office 365 users worldwide.
In this session you will learn :
1.) What Is Planner?
2.) Organizing your Planner work space
3.) Creating new plans in Planner
4.) Tracking and reviewing statuses of Plans
5.) Effective collaboration and communication in Planner
Developing a Strategic Approach to Microsoft Office 365Michael Sampson
Going beyond a tactical approach to Office 365, and thinking strategically. Includes two approaches for doing so - top-down (starting from strategy) and bottom-up (starting from technology-enabled opportunities).
Presented on October 15, 2021 at the aMS Southeast Asia event (online) by Christian Buckley (@buckleyplanet), Microsoft MVP+RD and Microsoft GTM Director at AvePoint Inc.
The future of the modern workplace and Office 365Sam Marshall
This document discusses the future of the modern workplace and the role of Office 365. It argues that Office 365 needs to be planned as part of a wider employee experience approach, and that the focus should be on the "glue" that joins different collaboration processes. It also suggests thinking beyond just Office 365 to address the total employee experience and fill gaps in the modern workplace.
Let's Work Together: Online & Cloud Collaboration ToolsConnie Crosby
The document discusses collaboration tools that can be used for online and cloud collaboration. It provides examples of different types of collaboration tools like wikis, blogs, social networks, document sharing platforms, and project management tools. It also addresses questions to consider when implementing collaboration tools, like ensuring buy-in from IT, users, and management. The document highlights pros and cons of cloud-based tools and lessons around structuring collaboration outputs for findability.
CHAMBERS CONNECT MASTER VERSION ANTON NEKIC & CRAIG RISPIN -1Anton Nekic
This document describes Chambers Connect Platform, a collaboration platform designed for small and medium businesses. It aims to enable connectivity, document sharing, and finding new business opportunities between companies. The platform provides features like user profiles, activity streams, document management, calendars, tasks, and dashboards. It allows for intranet or extranet collaboration between colleagues or business partners. The platform is designed for easy usability and productivity across both web and mobile devices.
At Social Shared we take teamwork and project management to another level.Social Shared
Increase the profitability of your company. Improve communication with your employees, clients and suppliers. Manage your projects and collaborate from anywhere and any device.
Peter Ward gave a presentation on using Microsoft SharePoint for project management 2.0. He discussed how SharePoint allows for more structured information sharing and tracking of projects through features like document libraries, workflows, issue tracking, and integration with Outlook. He provided examples of how SharePoint addressed common pain points for various roles like spending too much time following up on issues or not having up-to-date project status. Implementing SharePoint correctly can save time and improve performance for teams and clients.
Webinar: Microsoft Power Platform Licensing UntangledWithum
When it comes to Microsoft licensing, have you ever felt like you need a PhD in mathematics to make sense of the maze of products and interaction between them? You wouldn’t be alone. It is not uncommon to assume that because you have Office 365, PowerApps and Power Automate are free to use and that PowerBI is integrated and available. While this is true in some cases, there are many licensing scenarios to consider in order to take advantage of numerous advanced features of the platform.
This session is your comprehensive guide to Power Platform (Power Apps, Power Automate, Power BI, Power Virtual Agents) licensing. We cover:
- What the Power Planform is, what products it entails and what you can do with them.
- What IS and ISN’T included with Office 365.
- Licensing options for the more advanced scenarios of automating your business processes with examples on how to integrate licensing.
Practical Tips on Designing an effective Digital Workplace #m365vconfKanwal Khipple
Attend this session to better understand how you can build your digital hub powered by SharePoint Online. We’ll dive into how Hub Sites, Communication and broader team sites can support with your digital workplace strategy. Along-side, learning practical tips on how to build your own digital workplace, Kanwal will also share lessons learned on content strategy, migration strategy, brand strategy as well as governance strategy for your SharePoint sites.
The Microsoft 365 Collaboration Conference
Office 365 allows small and medium sized companies to compete with large enterprises with the same collaboration technology they've been using for years. Implementing the Digital Workplace with Office 365 enables your teams to work from anywhere on any device. Use the power of the Microsoft Cloud to compete and outpace your competition.
DPS Software : Case Management SystemsDPS Software
DPS Outlook Office is a scalable and modular case management system fully integrated to and operating seamlessly within Microsoft Outlook™. Entire case histories and procedures are located in one central, easy-to-use practice management solution. For more information about legal software visit now @ http://www.dpssoftware.co.uk
10 Top-Notch Business Management Apps In 2021[Exclusive]nehachhh
Searching for the best business management apps in 2021? Find the list of top 10 business management apps such as Fresh Desk, Salonist, Insightly, etc.
https://www.techieapps.com/list-of-top-10-business-management-apps/
Strengths and limitations of Microsoft Teams for internal communicationsSam Marshall
Slides from my guest webinar for Staffbase.
The rapid rise of Microsoft Teams represents a significant shift for most digital workplaces. But what does this mean for internal communicators, and how has the outbreak of Coronavirus (COVID-19) changed the ways organisations are using Teams?
In this webinar you’ll learn...
COVID-19: What's the impact on internal communications and the digital workplace?
Are we seeing a tipping point from SharePoint to Teams as the digital workplace hub?
How does Teams fit into the bigger picture: Intranet, Digital Workplace and Employee Experience?
How should internal communicators be leveraging Teams?
What are the limitations and gaps that communicators should be aware of?
First Firecat Friday presentation: tools, best practices and design insights we've put to work for organizations of all sizes to help groups and teams work on projects, share ideas, keep track of files, stay on top of tasks -- while feeling like a team.
Microsoft planner 101 - ClearBox WebinarSam Marshall
An introduction to Microsoft Planner. Usage scenarios including publication planning, issue management, virtual workshops and report compilation. Integration with Flow / Power Automation
What you need to know about collaboration in office 2016Idan Hershkovich
The document discusses new collaboration capabilities in Microsoft Office 2016. It highlights features that improve ad hoc collaboration like real-time co-editing and easy document sharing. However, it notes that while helpful for informal collaboration, the updates do not address challenges with structured collaboration. For effective long-term project management, tools are still needed to facilitate adding metadata, coordinating tasks across systems, and accessing files on mobile.
How To Decide When To Use What In Office 365 - SPTechCon 2015Richard Harbridge
Your users may struggle with these questions: Should I share a message via Skype for Business instead of Yammer, Office 365 Groups, or Exchange? Should I collaborate on data using an Excel sheet or a SharePoint list? Should I share a file in Outlook, in a meeting, from OneDrive for Business, on Yammer, in a Group, or in a SharePoint site? What happens when your users can't decide what technology or feature to use? They use what they know, or what’s easy; even if better options exist.
In this session, Join Richard Harbridge as he helps you maximize the value of your Office 365 investment by providing the guidance you need to help your users make better, more effective decisions on how they get work done.
Every year we independently evaluate the marketplace for SharePoint intranet in-a-box products. In this webinar, we take an industry focus to consider the trends and prospects for products and vendors.
We'll begin with the state of the art identified in our 2019 SharePoint Intranets report, and compare Microsoft's roadmap with how vendors have responded. We'll also look at trends outside the SharePoint space and ask what should be learned.
Join us for 30 minutes of analysis and discussion, covering:
• In-a-box product trends
• Vendor changes and acquisitions, such as Wizdom, LiveTiles and Bonzai
• The non-SharePoint intranet space
• Likely developments into 2020
• Q&A.
Although practitioners are very welcome to join, this webinar is primarily aimed at vendors, service providers, Microsoft partners and investors.
Veelead offers SharePoint consulting services. Certified Microsoft Partner. Get SharePoint demo for your business. Contact veelead for SharePoint Services that fits your business and makes buisiness process automated
What are top industry experts saying about privacy regulations, the future of digital analytics, and improving data quality?
What are other leading analytics teams doing to foster success?
What strategies can you implement to improve your analytics implementations?
Answers to these questions help analysts and organizations improve their data quality to create better user experiences, expand their brand influence, and increase revenue.
The best part, you can find answers in this ebook from leaders like James McCormick from Forrester, Adam Greco and Michele Kiss from Analytics Demystified, Krista Seiden from Quantcast, and many others. You will also gain insights from other analytics teams who have shared their personal tips and tricks to hack the analytics problems analysts face daily. You’ll discover how to:
Implement strategies to put the customer first to create better user experiences.
How to improve your data intelligence maturity to increase ROI.
Getting executive buy-in to increase the importance of data quality within your organization.
And so much more.
1) The document discusses the current state of collaboration tools, which are often implemented without proper governance, engagement of users, or efforts to drive adoption.
2) Successful collaboration requires focusing on people and processes, not just technology. It involves outlining a clear vision, governance, and intentional efforts to engage users and drive adoption over time.
3) The key is to demonstrate value to users, gain their confidence, and help them apply tools in a way that is relevant to their work through training, group activities, and establishing new patterns of work.
Office 365 Planner is a lightweight task management program aimed at small teams. The tool allows to effectively collaborate, organize and track team projects. Since June 2016; Planner is available for Office 365 users worldwide.
In this session you will learn :
1.) What Is Planner?
2.) Organizing your Planner work space
3.) Creating new plans in Planner
4.) Tracking and reviewing statuses of Plans
5.) Effective collaboration and communication in Planner
Developing a Strategic Approach to Microsoft Office 365Michael Sampson
Going beyond a tactical approach to Office 365, and thinking strategically. Includes two approaches for doing so - top-down (starting from strategy) and bottom-up (starting from technology-enabled opportunities).
Presented on October 15, 2021 at the aMS Southeast Asia event (online) by Christian Buckley (@buckleyplanet), Microsoft MVP+RD and Microsoft GTM Director at AvePoint Inc.
The future of the modern workplace and Office 365Sam Marshall
This document discusses the future of the modern workplace and the role of Office 365. It argues that Office 365 needs to be planned as part of a wider employee experience approach, and that the focus should be on the "glue" that joins different collaboration processes. It also suggests thinking beyond just Office 365 to address the total employee experience and fill gaps in the modern workplace.
Let's Work Together: Online & Cloud Collaboration ToolsConnie Crosby
The document discusses collaboration tools that can be used for online and cloud collaboration. It provides examples of different types of collaboration tools like wikis, blogs, social networks, document sharing platforms, and project management tools. It also addresses questions to consider when implementing collaboration tools, like ensuring buy-in from IT, users, and management. The document highlights pros and cons of cloud-based tools and lessons around structuring collaboration outputs for findability.
CHAMBERS CONNECT MASTER VERSION ANTON NEKIC & CRAIG RISPIN -1Anton Nekic
This document describes Chambers Connect Platform, a collaboration platform designed for small and medium businesses. It aims to enable connectivity, document sharing, and finding new business opportunities between companies. The platform provides features like user profiles, activity streams, document management, calendars, tasks, and dashboards. It allows for intranet or extranet collaboration between colleagues or business partners. The platform is designed for easy usability and productivity across both web and mobile devices.
At Social Shared we take teamwork and project management to another level.Social Shared
Increase the profitability of your company. Improve communication with your employees, clients and suppliers. Manage your projects and collaborate from anywhere and any device.
Peter Ward gave a presentation on using Microsoft SharePoint for project management 2.0. He discussed how SharePoint allows for more structured information sharing and tracking of projects through features like document libraries, workflows, issue tracking, and integration with Outlook. He provided examples of how SharePoint addressed common pain points for various roles like spending too much time following up on issues or not having up-to-date project status. Implementing SharePoint correctly can save time and improve performance for teams and clients.
Webinar: Microsoft Power Platform Licensing UntangledWithum
When it comes to Microsoft licensing, have you ever felt like you need a PhD in mathematics to make sense of the maze of products and interaction between them? You wouldn’t be alone. It is not uncommon to assume that because you have Office 365, PowerApps and Power Automate are free to use and that PowerBI is integrated and available. While this is true in some cases, there are many licensing scenarios to consider in order to take advantage of numerous advanced features of the platform.
This session is your comprehensive guide to Power Platform (Power Apps, Power Automate, Power BI, Power Virtual Agents) licensing. We cover:
- What the Power Planform is, what products it entails and what you can do with them.
- What IS and ISN’T included with Office 365.
- Licensing options for the more advanced scenarios of automating your business processes with examples on how to integrate licensing.
Practical Tips on Designing an effective Digital Workplace #m365vconfKanwal Khipple
Attend this session to better understand how you can build your digital hub powered by SharePoint Online. We’ll dive into how Hub Sites, Communication and broader team sites can support with your digital workplace strategy. Along-side, learning practical tips on how to build your own digital workplace, Kanwal will also share lessons learned on content strategy, migration strategy, brand strategy as well as governance strategy for your SharePoint sites.
The Microsoft 365 Collaboration Conference
Office 365 allows small and medium sized companies to compete with large enterprises with the same collaboration technology they've been using for years. Implementing the Digital Workplace with Office 365 enables your teams to work from anywhere on any device. Use the power of the Microsoft Cloud to compete and outpace your competition.
DPS Software : Case Management SystemsDPS Software
DPS Outlook Office is a scalable and modular case management system fully integrated to and operating seamlessly within Microsoft Outlook™. Entire case histories and procedures are located in one central, easy-to-use practice management solution. For more information about legal software visit now @ http://www.dpssoftware.co.uk
10 Top-Notch Business Management Apps In 2021[Exclusive]nehachhh
Searching for the best business management apps in 2021? Find the list of top 10 business management apps such as Fresh Desk, Salonist, Insightly, etc.
https://www.techieapps.com/list-of-top-10-business-management-apps/
Task management software enables you to be more efficient, productive, and interact with others more effectively. It's a terrific tool for keeping track of your workload and achieving your objectives without having to bother about arranging your chores every day.
Find your best task management tool: https://productive.fish/blog/task-management-software/
How does Time Tracker Solve Your Workplace Issues?DeskTrack
DeskTrack is a monitoring solution to help employees focus and allow businesses to run better. It runs in real-time and provides a dashboard with the team's screen time allocation, application & web usage, computer idle time, etc. DeskTrack Automated Time Tracking Software helps you monitor activities at the workplace and increases productivity by managing the performance of employees.
https://desktrack.timentask.com/site/employee-automated-time-tracking
Amazing Facts About Task Management Softwareclevercj
Task management software can help boost productivity by keeping users organized and focused on important tasks. It divides large projects into smaller, more manageable tasks with deadlines, allowing users to make steady progress. Online task management is more efficient than spreadsheets, with simple interfaces that prioritize to-do lists. It is important to try out software during free trials to find an easy to use option before purchasing from a certified company. Benefits include organizing tasks, setting goals and milestones, integrating work, and delegating efforts for increased efficiency.
The document discusses the challenges that small to mid-sized businesses face when using multiple separate software applications to manage different business functions. It identifies issues like a lack of access to integrated information, redundant data entry, difficulties with performance management, and increased costs. The document proposes that integrating business applications into a single global system could help address these challenges by streamlining operations, reducing errors and costs, and freeing up time to focus on growth.
Time management is a skill that needs to be strengthened and developed. Like any other self-help technique, time management also has segments that one should go through to be able to ensure success. Get all the info you need here.
Traditionally accounting has been treated as one of the dull and unexciting aspect of a business. However, as the business evolves the accounting department will become arguably one of the most important components in the success of that business. Accountants are perfectly positioned to be some of the most valuable informational resources in a company. They know the ins and outs of how the organization operates and are intimately acquainted with the organization’s current and projected financial position. It is critically important for the financial health of an organization to provide the accounting team with the tools they need in order to effectively monitor these factors.
Traditionally accounting has been treated as one of the dull and unexciting aspect of a business. However, as the business evolves the accounting department will become arguably one of the most important components in the success of that business. Accountants are perfectly positioned to be some of the most valuable informational resources in a company. They know the ins and outs of how the organization operates and are intimately acquainted with the organization’s current and projected financial position. It is critically important for the financial health of an organization to provide the accounting team with the tools they need in order to effectively monitor these factors.
The document discusses best practices for improving resource management in service agencies through integrating business applications with Google platforms. It recommends:
1) Tracking all employee time, including non-billable tasks, to improve visibility.
2) Managing resources by breaking work into tasks, estimating hours, and allocating tasks to employees based on availability.
3) Using resource management tools like Google Calendar and Mavenlink as "working documents" to allow ongoing adjustments.
4) Leveraging reporting from tools like Mavenlink to measure utilization, profitability, and determine hiring needs.
The Ultimate Workflow Management Software Buyers Guide 2023Kashish Trivedi
Workflow management software can do wonders for an organization that struggles to find consistency in recurring processes. They can save time and money, reduce errors, and make life easier for employees and customers alike. But what should you look for when buying a workflow management software? Well, lucky for you, we make one ourselves. It’s kind of our whole thing. So we promise to steer you in the right direction toward the software that’s best for you.
This white paper discusses how adopting project and client relationship management (PSA and CRM) software can increase business efficiency and produce better outcomes. It recommends taking several key steps: thoroughly planning and preparing for the software implementation; defining standards and metrics upfront; and establishing accountability. The software reduces wasted time spent on manual tasks like spreadsheet management and allows real-time performance tracking. It also delivers higher quality by providing centralized, accurate data across departments and easy information sharing. Regular reporting on metrics and outcomes is important to communicate the value of the software implementation and continue refining processes.
Entrepreneurs are usually good multitaskers but many times it gets very overwhelming and your hands are full. Managing your daily routine and tasks and at the same time working towards your long-term goals/vision takes a great deal of hard work and perseverance. Thankfully, these days there are awesome, ready-made applications/tools available for entrepreneurs that make their lives a bit easier. This list consists of hand-picked apps for entrepreneurs that would help them to meet their diverse requirements. These are highly useful and fantastic applications which might help you and your team to become more productive and efficient.
Collaboration is the new normal in the workplace. No longer are employees expected to work cut off from one another, but instead are needed to work more closely together. Collaboration means improved efficiency and increased productivity, but only if you have the right tools for collaboration in the first place.
Case Study - Glemco - Exact Macola - Nick Mears - Columbus OhioNick Mears
Glemco, a Texas-based manufacturer of semi-conductor components, implemented Macola 10 ERP software to streamline workflows, provide integrated data access, and enable real-time decision making. The customized workspaces and role-based interfaces in Macola 10 increased employee productivity by 90% and simplified tasks. Managers gained visibility into operations through dashboard views that allowed them to catch issues early. The new system also helped the finance team close the books four days faster each month.
Project workflow management involves documenting all the tasks, tools, responsibilities, and processes involved in a project from start to finish. This includes creating a standardized template that lists out each step, the resources needed, and who is responsible for each task. Implementing project workflow management provides benefits like completed tasks following standards, increased project visibility, reduced errors and risks, and standardized processes across departments. Software can help automate workflows and provide a centralized place to store all project documentation for increased organization, accountability and productivity.
Project workflow management requires a ton of documentation. From establishing the desired result and project goals, to determining an accurate deadline, it’s important work. And if you don’t do it right, it costs your business in time and money. But you’re not just gambling with your business’s time and money. You’ve also got to consider your most important asset – your employees. Inefficient project workflow management will have a negative impact on your employee morale. This is certainly something you don’t want to potentially flush down the drain. So, how can you get project management right? DOCUMENTATION. Breaking down your project with workflow documentation will help you get the bigger picture of your project and all variables involved in its completion. We love finding how work can be compartmentalized into a workflow for a streamlined experience, and we’re going to show you how you can do that with your project management.
Does your staff lose time and patience searching for information, client files and documents? Organizing, storing, searching for and retrieving documents should be easy to do, yet few firms have a well-planned document management strategy in place.
The right document management system can improve your firm’s efficiency, accuracy, and ultimately, profitability. But in order to achieve a good return on investment from any new document management system, you’ll need a solid workflow and process.
How to choose a Loan Document Management Software.pdfTechugo
Businesses, banks, commercial lenders, and mortgage firms must manage loans. Customers want to feel safe when taking out a loan, whether for personal or professional purposes. They have more options for lending, are tech-savvy, and use multiple devices. Some of these unique financial technology products are new to them.
Similar to The New LexisNexis Firm Manager Emerges - Attorney at Work - Attorney at Work copy copy (20)
How to choose a Loan Document Management Software.pdf
The New LexisNexis Firm Manager Emerges - Attorney at Work - Attorney at Work copy copy
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Product Review
The New LexisNexis Firm Manager Emerges
By Heidi Alexander | Dec.04.14 | Cloud Computing, Daily Dispatch, Law Practice Management, Legal Technology, Product Beat
In February 2014, LexisNexis relaunched the original 2011 Firm Manager, its online law practice management program for solo and small firm
lawyers. Why the original product didn’t gain much traction isn’t relevant, because the new Firm Manager shines. Still, its development history
provides some insight into the product.
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LexisNexis’ early intention was to produce a speedy and easy-to-use practice management product that complemented the demands of daily law
practice. The company used agile methodology and lean startup principles to build a basic software package with strong core practice
management functionality and a simple interface. Then it set out to solicit feedback from hundreds of lawyer-users to improve the product.
The result: February’s drastically redesigned Firm Manager and the continued rollout of new features — Money Finder in March, Google
Calendar sync in May, customizable invoicing in September and in-app document editing in October. More enhancements are in the works, too.
For one, the company is working with Microsoft to provide seamless integration with Office 365, including “bi-directional synchronization”
between Outlook and Firm Manager contacts and calendars.
Where it wanted to succeed, it did. Firm Manager handles all the core law practice management features well, and it does excel in speed and ease
of use. Are there areas for improvement? In my opinion, yes, but that’s probably because I didn’t build the product myself.
I tested Firm Manager after its relaunch and received demos during the development process and post-2014 rollout. That said, here are thoughts
on the product.
Ease of Access
Quick and easy access is one of the most important features a practice management program can offer to meet the needs of busy lawyers, and
cloud-based Firm Manager excels when accessed via a computer or tablet web browser. Although it’s designed to respond to whatever size of
screen you are using, I found the dashboard looks and works best when viewed on a computer or an iPad. Here is what the home screen looks like
on multiple devices.
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When accessed from my iPhone, Firm Manager was not as functional. Some menu bar items overlapped and many features were difficult to use.
Currently, there is no dedicated Firm Manager app for any device, but it is on the developer’s list. I’d like to see such an app provide offline
access to information (similar to Evernote’s offline notebooks feature) — an important feature for mobile users and travelers.
Mission Control
The home screen — your mission control center — reveals the heart of your practice: Meetings and Appointments, Recent Activity within the
program, the Task Center and the unique Money Finder feature. Plus there’s search functionality, a timer button, Quick Links and Admin Tools.
The newly streamlined interface is free of distracting clutter. Upon signing into your account, you know what meetings and appointments
you have today and tomorrow, as well as what’s in store for the week. Tasks appear by deadline, sorted into four categories: Today, Tomorrow,
Priority and Overdue. If you need to access something recently added or updated, simply click on “Recent Activity.” Tracking time is a click
away at the top right of the home screen. Start, pause and stop as you please. Stop the timer and the system prompts you to associate the time with
a billing code and matter. You can also choose to identify it as a flat fee or charge it by your hourly rate.
The time-tracking feature worked quite well on the computer and iPad, but when I tested it on my phone it was difficult to use. I had to pinch to
zoom to find the timer buttons, and I had a hard time turning the recording on and off, let alone associating it with a billing activity. Again, a
mobile app would give this feature functionality for smartphone users.
Core Features
The menu bar, available on each page, provides access to Firm Manager’s core practice management features, including Matters, Contacts,
Calendar, Tasks, Documents and Billing.
Matters. This is where you will find your master list of all matters. By filtering, you can view only “Active” or “Closed” matters. When
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you view individual matters, you see a billing summary, tasks, invoices and activity associated only with that matter. You can add a
matter from the Matters tab or the Quick Links menu on every page. Adding a matter is quick and simple (so is closing a matter). The
form identifies essential fields, including a field to track referrals and information for conflicts-checking. However, fields for tracking
other new-client sources for marketing purposes, such as website, newspaper advertisement or social media, would be helpful. Lexis
says the ability to add custom fields is forthcoming.
Contacts. Default groups include all contacts, clients, prospective clients and referral sources, and you can add custom contact groups.
You have a number of different options for sorting and viewing, such as by group or alphabetically. Adding a new contact is easy. Again,
simplicity is key to Firm Manager. When viewing individual contact records, you see a menu of tabs containing related information. The
Attached Records tab displays related parties and matters, as well as associated documents, events and tasks. The Notes tab provides a
place to jot down information while you are on a call, or on your iPad during a meeting. The Conflict Check tab is a big win in my book.
Not only can you check for conflicts against all the data in Firm Manager (including documents), but you can save, add notes, identify the
type of conflict and decision made, and assign it to another user. Also, when you label a conflict as “Potential,” Firm Manager
automatically creates a task to alert you to follow up on the conflict.
Calendar. In my opinion, a practice management calendar must sync with your daily calendar. Firm Manager has done just that
with Google Calendar sync (and has promised to do the same with Microsoft 365). Setup was easy, just a click of a button. Entries added
and deleted in Google Calendar were reflected shortly thereafter in Firm Manager, and vice versa. The default “Calendar” dashboard in
Firm Manager displays a small monthly calendar alongside a larger one with different viewing options by day, week and month. Adding a
calendar item is similar to in Google or Outlook.
Tasks. Items in the “Tasks” tab appear in a list and can be sorted in different ways. Adding a task is just as easy as adding a matter,
contact or calendar entry. You can attach the task to a certain matter, estimate the amount of time required, and categorize it. Batch
functions allow you to delete or mark complete multiple tasks, and attach them to an existing contact or matter with a click of one button.
As with most task management programs, you can set the start date and due date, as well as designate the priority level. However, there is
no reminder function. Too bad, because electronic reminders can be a huge benefit in practice, and even help prevent malpractice claims
by alerting you to upcoming deadlines.
Documents. Speed is key when uploading documents and so is storage space. Most documents I tested took mere seconds to upload.
Larger documents uploaded in a reasonable amount of time. There is no limit on the number or size of documents you can store in Firm
Manager, and multiple ones can be uploaded at once. Once you’ve selected documents to upload, you can enter descriptions, attach to
contacts or matters, and categorize them. An automatic virus scan stretches out the uploading process a bit, but it should be worth the
wait. A welcome new addition is “in-app editing,” as Lexis describes it. The term “in-app” is a bit misleading (in a good way) because
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documents open in Microsoft Office when you edit them, not with “in” Firm Manager. Plus, when you save in Microsoft, the file is
saved to Firm Manager so you don’t have to re-upload it to the program — an excellent time-saving feature. Note: Microsoft doesn’t yet
support this feature on the iPad, but Lexis is investigating workarounds.
Billing. This feature, I’d argue, is more robust than any other in Firm Manager. In addition to the essential time and billing and trust
accounting functions, the Money Finder function monitors all activities that could be associated with billable time but have not been yet,
and it tracks them in the Billing tab. This feature is aimed at solving a problem that hits solo and small firms especially hard: the gap
between the number of hours billed in a day and the number of hours worked. In a survey conducted by LexisNexis, that gap was found
to be between 24 and 40 percent for firms with 10 or fewer attorneys. The Money Finder dominates the homepage in graph form —
so there is no way of escaping it. This in-your-face feature could help you run your practice the way you should, like a business. When
it’s time to bill, you can customize your billing codes and upload your logo, choose from seven invoice templates, and select which fields
to display, though you cannot upload your own personally designed invoice. And a major missing feature is integration with popular
financial management and accounting programs like QuickBooks. But it’s on the developer’s radar.
Cost
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Lexis did its market research here. Firm Manager is competitively priced at $44.99 per month for the first user and $29.99 per month for all
additional users (regardless of their function — attorney, paralegal, assistant). Pricing is discounted if you purchase an annual subscription. For
most solo and small firms, this should work within your budget. For some it may not. But if your goal is to build a sustainable practice, in my
opinion, a law practice management solution is an essential line item.
Firm Manager is a solid practice management tool for solo and small firms. With new features forthcoming, a demonstrated commitment to
product development and an eye toward user experience, this product will only get better. If you don’t have a practice management system in
place, or are looking to make a switch, I recommend registering for a live product demonstration and a free trial to see it for yourself.
Heidi S. Alexander is a Law Practice Management Advisor at the Massachusetts Law Office Management Assistance Program (MassLOMAP),
where she advises lawyers on practice management matters and in implementing new law office technologies. A lawyer, Heidi co-hosts the Legal
Toolkit podcast and writes for the MassLOMAP blog and the ABA’s Law Technology Today. Follow her on Twitter @heidialexander.
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2 Responses to “The New LexisNexis Firm Manager Emerges ”
1.
Tracey
4 December 2014 at 9:35 am #
Are they planning on this being the product they move people into when the stop developing Time Matters? My sense is they’re moving
in that direction.
2.
Tim Riley
5 December 2014 at 5:01 pm #
My legal assistant reminded me that Firm Manager has no reminders for tasks and appointments. On re-reading your evaluation, I note
that you pointed that out as well. That IMHO, is a complete non-starter for consideration of the product.
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