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Published byElaine Hoover Modified over 9 years ago
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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
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1 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
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2 2011 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
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3 2011 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
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4 2011 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
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5 2011 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
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6 2011 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
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7 2011 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?
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