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

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Presentation on theme: "2011 Practice Management Annual Conference Bring Your Time Matters Innovative Ideas Doug Zickafoose Sr. Human Factors Engineer Chandra Graham Business."— Presentation transcript:

1 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

2 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

3 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

4 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

5 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

6 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

7 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

8 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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