Join us for our webinar series

We invite you to join us for a series of 6 one hour webinars – “Critical Steps to Achieve PMS Implementation Success”, which will be held over the coming weeks. Register for one or more of these sessions.

If your firm is about to embark on a significant practice management software implementation, or if you’ve already started the journey, then negotiating the many variables for project success is no doubt forefront in your mind.

How can your firm maximize the chances of reaching that elusive, successful go-live – within scope, time, and budget and to the desired quality?

Whether your implementation team is onsite or working remotely, there are many factors that contribute to a successful outcome. In this series of webinars, we’ll share lessons learned to help you achieve a successful implementation.

Collectively Wilson Allen’s team of industry-leading experts is uniquely qualified to assist your firm in each step of the implementation process – from start to finish. Get insight into this expertise by joining us for the entire series or sign up for as many as you can attend to explore the following topics:

Session Details

 

1. Technology Transition Planning and Preparation – EVENT ENDED

If you missed this session, but are interested, please request a meeting to discuss.

Presented by:

Russ Haskin
Senior Director, Business of Law

 

2. Project Implementation Best Practices – EVENT ENDED

If you missed this session, but are interested, please request a meeting to discuss.

Presented by:

Paul Rayment
Director, Implementations EMEA

Rob Beisswenger
Senior Director Implementations, NA

Indira Nunner
Senior Consultant

Date: April 14, 2021

Time: 8:30 AM PDT | 11:30 AM EDT | 4:30 PM BST

Presenter bios

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3. Developing an Effective Reporting Strategy

Are you giving your attorneys the information they need to make informed decisions when they need it?  Can your staff make their decisions based on available data?  Developing an effective reporting strategy is essential to provide your people with the information they need, when they need it. In this session, Brad Oelmann and Mary Ann Tracy will describe how to break down information to understand how different resources can leverage data and reporting tools most effectively. You’ll learn:

  • Shortcomings of typical approaches to reporting
  • Proven approaches to reporting and how it can drive better decision making
  • How to improve current processes and inefficiencies
  • If your reporting strategy can adapt to your business needs

 

Presented by:

Bradley Oelmann
Senior Director, Integrations

Mary Ann Tracy
Senior Consultant

Date: April 21, 2021

Time: 8:30 AM PDT | 11:30 AM EDT | 4:30 PM BST

Presenter bios

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4. Speeding the Creation of Billing Templates

Have you ever thought about what’s needed to start a 3E Templates (Design Gallery) implementation? Or, are your current templates in Whitehill or Crystal Reports and you’re wondering what 3E Templates can offer? In this session, Jeff Shaw will review the project planning and solution formatting phase of an implementation and put you on the right path for a successful 3E Templates implementation. You’ll learn:

  • What information and resources are necessary for an implementation
  • Who should be involved in the implementation
  • What requirements are needed and how to translate that information to kick off a successful project
  • Best practices on formatting your solutions
  • Sample output demos so you can better understand what Design Gallery can deliver

 

Presented by:

Jeff Shaw
Senior Consultant​

Date: April 28, 2021

Time: 8:30 AM PDT | 11:30 AM EDT | 4:30 PM BST

Presenter bios

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5. Streamlining Data Conversions

What can you do now to prepare data for a clean conversion and implementation into your new PMS?  During this webinar, Dan Sullivan will discuss the importance of having a clean data set which will provide the necessary foundation for a clean conversion and more efficient data extraction, transformation, and loading processes. You’ll learn:

  • How to simplify data integrity review and if coming from Enterprise, LDR review
  • What will you need for the first conversion (Conv1) including was-is preparation, review, pre- and post-conversion validation
  • Details about a 3E Pilot conversion (before Conv1), what this entails from client input, speed of completion, and the benefits of seeing your current data in a 3E format
  • How to address post-conversion issue resolution and refining scripts based on custom data structures required
  • Preparation techniques for go-live and post go-live support

 

Presented by:

Dan Sullivan
Senior Director

Date: May 5, 2021

Time: 8:30 AM PDT | 11:30 AM EDT | 4:30 PM BST

Presenter bios

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6. Prepare your organization for change, to achieve ultimate success!

We reach the final, but critically important part of your successful implementation – to ensure that all your work so far is embraced and understood by your firm. John Attinger and Janis Richman will guide you through the crucial steps you need to take to build coalitions with those integral to roll-out and adoption, trust and understanding from those who will use the system, and clear, easy-to-use training methods. You’ll learn:

  • Why change management is critical to the success of your projects
  • What you can do to prepare your organization for change
  • Tools and strategies to address the “people side of change”
  • Ways to advance your training capabilities using the Prosci ADKAR model
  • Proven methods to demonstrate immediate and long-term ROI through change management

 

Presented by:

John Attinger
Director, Training & Adoption Services

Janis Richmond
Director, Training and Adoption Services

Date: May 12, 2021

Time: 8:30 AM PDT | 11:30 AM EDT | 4:30 PM BST

Presenter bios

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