2011 Practice Management Annual Conference Bring Your Time Matters Innovative Ideas Doug Zickafoose Sr. Human Factors Engineer Chandra Graham Business.

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2011 Practice Management Annual Conference

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Presentation transcript:

2011 Practice Management Annual Conference Bring Your Time Matters Innovative Ideas Doug Zickafoose Sr. Human Factors Engineer Chandra Graham Business Analyst Mark McCray Consulting Software Engineer September 24, 2011

Practice Management Annual CIC Conference We’ve Listened Mobility – Released March 2011 − Calendaring for Mobility coming soon − Will be continually making improvements & adding new features Terminal Server – Released in March 2011 Billing Matters – Reversed decision to sunset Document Management – Improvements coming in Dec 2011 TM-PCLaw Link – In development; targeting middle of 2012

Practice Management Annual CIC Conference We Asked Compiled survey of − Product and documentation challenges − Overall needs Survey sent to 239 CICs − 70 surveys completed − Average of 10.8 years supporting Time Matters

Practice Management Annual CIC Conference You Want – General Themes 1.Improve the User Interface (UI) Simplify/Reduce Clutter Improve workflow management 2.Improve Reliability 3.Centralize customization options 4.New features/functions 5.Innovate

Practice Management Annual CIC Conference You Want - Features More flexibly customization Extend functionality Improve Reporting Functionality Templating Generation Better Document Management Ability to copy data with triggers More functionality Workflow & Triggers/Chains Coming Soon! Improve Exchange Sync

Practice Management Annual CIC Conference You Want - Mobility Coming by end of the year Further enhancement to follow Calendaring More contact & matter information Todo’s View Everything Timers Turn phone calls into billing records More Functionality Enter time that isn’t put on hold Include rate information Billing

Practice Management Annual CIC Conference Dot Time Why three dots? Add to the lists around the room Vote for your top-3 You have 15 minutes

Practice Management Annual CIC Conference Let’s Discuss What issues are you facing? What can we do to help you? What else would you like to talk about?