Legal Project Management Working with Outside Counsel to Manage Budgets, Timelines and Expectations. David A. Rueff, Jr.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Legal Project Management Working with Outside Counsel to Manage Budgets, Timelines and Expectations. David A. Rueff, Jr."

Transcription

1 Legal Project Management Working with Outside Counsel to Manage Budgets, Timelines and Expectations David A. Rueff, Jr.

2 Introduction: Baker Donelson 630 attorneys and policy advisors in 18 offices Attorneys licensed in 35 states Ranked 72 nd in National Law Journal Nationally-recognized health and IP practices Listed as a "Go-To Law Firm" in Directory of In- House Law Departments of Top 500 Companies (Corporate Counsel and American Lawyer Media) since 2006

3 What are Clients Looking for from their Attorneys? Efficiency and Predictability Traditional Law Firm Practice Law Firm revenue has traditionally depended on generating billable hours, and efficiency has not been a priority Setting the meter running at the beginning of the case and charging whatever takes is at odds with good financial management Clients now prefer pricing models that encourage, rather than discourage, efficiency 2 alternative pricing mechanisms to promote efficiency: Legal Project Management - developing and working with a reliable budget Value Based Billing / Alternative Fees Project Management for Lawyers, Boake and Kathuria, Ark (2011)

4 What are Clients Looking for from their Attorneys? Association of Corporate Counsel (ACC) ACC issued a Value Challenge What is it? Promotes the adoption of management practices that allow all participants to achieve their key objectives Challenge to outside counsel to increase value and reduce cost of services based on the concept that law firms can reduce their costs to corporate clients and still maintain strong profitability Challenge to inside counsel to collectively drive this change based on the concept that law departments can use management practices that enhance the value of legal service spending

5 What are Clients Looking for from their Attorneys? Association of Corporate Counsel (ACC) ACC Value Challenge What it covers? The ACC Value Challenge focuses on providing resources and training for law firms as well as law departments on these key value levers: Aligning Relationships Value-Based Fee Structures - i.e. not based on the "billable hour" Staffing and Training Practices Budgeting Project Management Process Improvement Use of Technology Data Management Knowledge Management Change Management

6 What are Clients Looking for from their Attorneys? Association of Corporate Counsel (ACC) In February of 2012, the ACC conducted a Legal Service Management Workshop and identified the following traits of the Perfect Law Firm : Ask before making a change in the matter Be responsive Plan the work and work to the plan Design the representation to align with our business needs Prepare budgets and provide estimates for briefing and research Provide accurate and timely billing Provide appropriate staffing and alternate staffing solutions Perform a post mortem and analyze with the team what went right and what went wrong

7 What are Clients Looking for from their Attorneys? Legal Project Management - How can it help? In today's economic climate, being a legal expert is not enough Exceptional legal service includes being a good steward of our client's resources and providing predictable costs For years, other industries such as manufacturing, construction and engineering have seen the efficiencies that can be realized by implementation of project management processes and developing a detailed plan for scope, tasks, schedules and budgets before beginning the project Baker Donelson identified that these same benefits can be derived in the delivery of legal services and developed its own, patent pending, LPM System - BakerManage

8 Introduction: What is Legal Project Management? LPM draws upon traditional project management Improves planning, monitoring and communications to ensure that an engagement adheres to a set of defined objectives for scope, cost, and time Coordinating scope, cost and time is sometimes referred to as the triple constraint If scope remains the same, but time is reduced, cost and necessary resources increase; likewise, if costs and resources are reduced, time is increased

9 Introduction Baker Donelson s Uniquely Designed Process BakerManage an LPM Process

10 Baker Donelson s LPM Solution: BakerManage Technology and Implementation Baker Donelson s Project Management Information System was developed in SharePoint Communicates with Firm s financial system (Aderant CMS), time entry system (DTE) Patent Pending for both the process and integration with other Firm systems In Edge International s 2011 publication, Staying Power: Legal Project Management Update - the BakerManage system was described as follows: Among the best is Baker Donelson s BakerManage system, a model of singular clarity, simplicity and utility. BakerManage serves as a one-stop information shop, neatly integrating project information, budgeting, team selection and communication in a format that echoes the classic project management activity sequence.

11 Introduction: How can the Client benefit from LPM? Planning the Work: Promotes predictable results, expenses and fees Encourages client / legal team collaboration Confirms that all stakeholder expectations are incorporated Allows the client to make decisions prior to starting the work Confirms appropriate resource allocation to the task Promotes the development of a reliable budget Communication plans gives the client alternatives to a 30 day bill Elaboration of tasks identifies opportunities for process improvement

12 Introduction: How can the Client benefit from LPM? Managing to the Plan: Estimated time for completion sets hourly constraints for the legal team Daily time entry allows real time updates on actual to budget performance Legal team s activities are transparent and accountable to the Client Client has real time access to completed tasks, matter status and budget Data collection allows automated alerts regarding deadlines and budget Reporting Performance Client has access to real time performance metrics Client has access to matter data which can be exported to reports Tracking performance encourages lessons learned Collection of historical case information promotes alternative fee solutions

13 Baker Donelson s LPM Solution: BakerManage Technology and Implementation Example of a BakerManage Client / Matter Site in SharePoint 2010:

14 Legal Project Management Working with Outside Counsel to Manage Budgets, Timelines and Expectations The single best payoff in terms of project success comes from having good project definition early. RAND CORPORATION David A. Rueff, Jr.

It s a New World Use Legal Project Management to Conquer It!

It s a New World Use Legal Project Management to Conquer It! It s a New World Use Legal Project Management to Conquer It! Susan Raridon Lambreth, Principal, LawVision Group Founder, Legal Project Management Institute David A. Rueff, Shareholder and Legal Project

More information

The handouts and presentations attached are copyright and trademark protected and provided for individual use only.

The handouts and presentations attached are copyright and trademark protected and provided for individual use only. The handouts and presentations attached are copyright and trademark protected and provided for individual use only. The Office Administrator s Role in Supporting Legal Project Management Presented by:

More information

Legal Project Management (LPM) Patricia J. Williams, PMP

Legal Project Management (LPM) Patricia J. Williams, PMP Legal Project Management (LPM) Patricia J. Williams, PMP What law firms do: Provide professional legal services to companies and people. Advise clients on legal issues and represent clients in adversarial

More information

SharePoint for Project Management Katrina Dittmer - Faegre, Baker, Daniels, LLP Lydia Lumovic Baker McKenzie Linda M. Novosel McKenna Long &

SharePoint for Project Management Katrina Dittmer - Faegre, Baker, Daniels, LLP Lydia Lumovic Baker McKenzie Linda M. Novosel McKenna Long & SharePoint for Project Management Katrina Dittmer - Faegre, Baker, Daniels, LLP Lydia Lumovic Baker McKenzie Linda M. Novosel McKenna Long & Aldridge, LLP Sergey Polak Ropes & Gray Katrina Dittmer Faegre

More information

LEGAL PROJECT MANAGEMENT: A NEW WAY OF MANAGING MATTERS

LEGAL PROJECT MANAGEMENT: A NEW WAY OF MANAGING MATTERS LEGAL PROJECT MANAGEMENT: A NEW WAY OF MANAGING MATTERS Lora Friedemann & Greg Karpenko October 14, 2014 Agenda 1. What is legal project management ( LPM )? 2. How are firms and companies using LPM? 3.

More information

Client Oriented Document Review:

Client Oriented Document Review: Client Oriented ediscovery Plans Client Oriented Document Review: Micheal Byrd The Mayer Brown Practices Chicago, IL Michael Gordan Fiserv, Inc. Brookfield, WI Paige Hunt Wojcik Perkins Coie LLP Seattle,

More information

INFO15: Using BPM to Increase Matter Efficiency

INFO15: Using BPM to Increase Matter Efficiency INFO15: Using BPM to Increase Matter Efficiency Monroe M. Horn Sunstein Kann Murphy & Timbers LLP Bill Decker Hubbard One / Thomson Reuters Toby Brown Fulbright & Jaworski LLP Angel Garcia-Manso Goodwin

More information

Legal Project Management: Don t Start Building Without a Blueprint. Lewis Wiener

Legal Project Management: Don t Start Building Without a Blueprint. Lewis Wiener Legal Project Management: Don t Start Building Without a Blueprint Lewis Wiener Project Management in Litigation Overview Stages of Project Management Best Practices in Litigation Stages of Legal Project

More information

Education for 21 st Century Law Practice The Law Firm as a Factory for Producing Legal Services Florida Coastal School of Law

Education for 21 st Century Law Practice The Law Firm as a Factory for Producing Legal Services Florida Coastal School of Law Education for 21 st Century Law Practice The Law Firm as a Factory for Producing Legal Services Florida Coastal School of Law What do these organizations have in common? World Class Hotel Chain World Class

More information

OBLIGATION MANAGEMENT

OBLIGATION MANAGEMENT OBLIGATION MANAGEMENT TRACK & TRACE: CONTRACTUAL OBLIGATIONS Better Visibility. Better Outcomes RAMESH SOMASUNDARAM DIRECTOR, IT VENDOR MANAGEMENT SERVICES MARCH 2012 E N E R G I C A Governance Matter

More information

COMMUNICATIONS MANAGEMENT PLAN <PROJECT NAME>

COMMUNICATIONS MANAGEMENT PLAN <PROJECT NAME> COMMUNICATIONS MANAGEMENT PLAN TEMPLATE This Project Communications Management Template is free for you to copy and use on your project and within your organization. We hope that you find this template

More information

ABA Model Rules of Professional Conduct 1.0 (e) - Informed Consent. ABA Model Rules of Professional Conduct 1.0 (n) - Writing

ABA Model Rules of Professional Conduct 1.0 (e) - Informed Consent. ABA Model Rules of Professional Conduct 1.0 (n) - Writing Legal Project Management Glossary (excerpt from The Power of Legal Project Management: A Practical Guide, Susan Raridan Lambreth and David A. Rueff, Jr. (ABA 2014) ABA task codes Professional Conduct 1.0

More information

Existing Screenshot. Your Logo Here Intro. As an Attorney, you are your clients most trusted advisor. You ve worked hard to establish your practice.

Existing Screenshot. Your Logo Here Intro. As an Attorney, you are your clients most trusted advisor. You ve worked hard to establish your practice. Existing Screenshot Your Logo Here Intro As an Attorney, you are your clients most trusted advisor. You ve worked hard to establish your practice. As your clients needs become more complex, you know you

More information

2013 TAGLaw International Conference. Legal Project Management : A New Model for Enhancing Profitability & Competitive Edge

2013 TAGLaw International Conference. Legal Project Management : A New Model for Enhancing Profitability & Competitive Edge 2013 TAGLaw International Conference Legal Project Management : A New Model for Enhancing Profitability & Competitive Edge Susan Raridon Lambreth, Principal, LawVision Group Founder, Legal Project Management

More information

Project Management System Services

Project Management System Services Project Management System Services Today's projects need to deal with increasing amounts of information that require better tools to help navigate through all the data produced by projects. Our services

More information

A monthly online survey and commentary presented by The Managing Partner Forum

A monthly online survey and commentary presented by The Managing Partner Forum A monthly online survey and commentary presented by The Managing Partner Forum May 2014 Goals, Measures, and Scorecards: by John Sterling and John Remsen, Jr. What gets measured gets done. What's measured

More information

LEGAL PROJECT MANAGEMENT STAGE 1: INTRODUCTION & ENGAGING WITH THE CLIENT

LEGAL PROJECT MANAGEMENT STAGE 1: INTRODUCTION & ENGAGING WITH THE CLIENT LEGAL PROJECT MANAGEMENT STAGE 1: INTRODUCTION & ENGAGING WITH THE CLIENT Presented by the American Bar Association Law Practice Division, Business Law Section and Center for Professional Development American

More information

The ACC Value Challenge

The ACC Value Challenge The ACC Value Challenge Reconnecting Cost with Value www.acc.com/valuechallenge Frederick J. Krebs, President, ACC Timothy Corcoran, Senior Consultant, Altman Weil, Inc. Constance Hoffman, CIO, Bryan Cave

More information

Pillsbury Global Sourcing BETTER DESIGN. BETTER DECISIONS. BETTER RESULTS. Pillsbury Winthrop Shaw Pittman LLP

Pillsbury Global Sourcing BETTER DESIGN. BETTER DECISIONS. BETTER RESULTS. Pillsbury Winthrop Shaw Pittman LLP Pillsbury Global Sourcing BETTER DESIGN. BETTER DECISIONS. BETTER RESULTS. Pillsbury Winthrop Shaw Pittman LLP 2 Better Design. Better Decisions. Better Results. Creating value isn t easy. Creating value

More information

Issues in Realization

Issues in Realization Issues in Realization By James D. Cotterman Copyright 2012, Altman Weil, Inc., Newtown Square, PA, USA All rights for further publication or reproduction reserved. There are three metrics that make up

More information

Simplifying the audit through innovation

Simplifying the audit through innovation Simplifying the audit through innovation Simplifying the audit through innovation New performance Smoother workflows and stronger collaboration New clarity Consistent execution and greater visibility New

More information

The CFO s Role in an Enterprise Data Warehouse Rollout

The CFO s Role in an Enterprise Data Warehouse Rollout Search the Site or Browse by Topic My Account JOIN EDUCATION PUBLICATIONS FORUMS CAREERS MARKETPLACE INDUSTRY INITIATIVES CFO FORUM ARTICLES TOOLS ASK THE EXPERTS LISTSERV FORUM DIRECTORY NEWS COLLECTION

More information

Project Quality Review Form

Project Quality Review Form (ee key Project Initiation and Planning 1. Project ponsor identified and named? 2. Project opened on Project Repository and communicated to project team? 3. Project Chartered (using Project Charter or

More information

THE INTERNET & YOUR BUSINESS:

THE INTERNET & YOUR BUSINESS: THE INTERNET & YOUR BUSINESS: Your website is your business card, your billboard and your shop in one. Today, the first place anyone looks for a business is online... 70% of consumers say online search

More information

In-House Counsel Panel: PANELISTS TACKLE THE PERENNIAL QUESTION: WHAT DO GENERAL COUNSEL WANT?

In-House Counsel Panel: PANELISTS TACKLE THE PERENNIAL QUESTION: WHAT DO GENERAL COUNSEL WANT? ABA Section of Litigation Joint Committees CLE Seminar, January 19-21, 2012: In-House Counsel Panel: The Substantive and Practical Challenges Faced by Today s In-House Counsel In-House Counsel Panel: PANELISTS

More information

Heller TCP Proposal. A Team Consulting Project to help Bay Cove Human Services determine the most efficient ways to meet growing needs

Heller TCP Proposal. A Team Consulting Project to help Bay Cove Human Services determine the most efficient ways to meet growing needs Heller TCP Proposal Strategic Planning, Marketing, and Human Resources Studies to Shape Future Growth of an Agency Serving Young Adults with Social and Emotional Barriers to Success A Team Consulting Project

More information

Rejean Carlson, President, OPEN MINDS 2012 OPEN MINDS Best Management Practices Institute February16, 2012 / 11:00am

Rejean Carlson, President, OPEN MINDS 2012 OPEN MINDS Best Management Practices Institute February16, 2012 / 11:00am Rejean Carlson, President, OPEN MINDS 2012 OPEN MINDS Best Management Practices Institute February16, 2012 / 11:00am Traditional CFO role is changing Linking budgeting and forecasting to strategic planning

More information

Analytics for Oil & Gas

Analytics for Oil & Gas Analytics for Oil & Gas Table of Contents Project Delivery. 3 Sales & Operations. 5 Resources. 8 Finance. 10 Contact Us. 14 2 Are you tracking and maximizing the profitability of every project? Don t let

More information

ONLINE PROGRAM LEGAL PROJECT MANAGEMENT

ONLINE PROGRAM LEGAL PROJECT MANAGEMENT ONLINE PROGRAM LEGAL PROJECT MANAGEMENT Unusual situations demand exceptional professionals PROGRAM LEGAL PROJECT MANAGEMENT April 2015 type of Program Online format Online Language English dates April

More information

2011 NASCIO Nomination Business Improvement and Paperless Architecture Initiative. Improving State Operations: Kentucky

2011 NASCIO Nomination Business Improvement and Paperless Architecture Initiative. Improving State Operations: Kentucky 2011 NASCIO Nomination Business Improvement and Paperless Architecture Initiative Improving State Operations: Kentucky Kevin Moore 6/1/2011 Executive Summary: Accounts Payable was a time consuming, inefficient

More information

GRC Stack Research Sponsorship

GRC Stack Research Sponsorship GRC Stack Research Sponsorship Overview Achieving Governance, Risk Management and Compliance (GRC) goals requires appropriate assessment criteria, relevant control objectives and timely access to necessary

More information

Social Media Strategy - Worksheets

Social Media Strategy - Worksheets Social Media Strategy - Worksheets Organisation: Approximate staff size: Social Media Project Contact: Position/Title: Tel. Email: Web : Approximate gross revenue: Fax: This worksheet is meant to be used

More information

These functionalities have been reinforced by methodologies implemented by several of our customers in their own portfolio optimization processes.

These functionalities have been reinforced by methodologies implemented by several of our customers in their own portfolio optimization processes. ABSTRACT The goal of strategic portfolio planning is to create and maintain an ideal portfolio of projects that balances risk with return. In his book Portfolio Management for New Products, Stage-Gate

More information

Project Portfolio Office April 2014. Information and Communications Technology P ROJECT PORTFOLIO O FFICE M AY 2014 D RAFT. Page 1

Project Portfolio Office April 2014. Information and Communications Technology P ROJECT PORTFOLIO O FFICE M AY 2014 D RAFT. Page 1 Information and Communications Technology P ROJECT PORTFOLIO O FFICE M AY 2014 D RAFT Page 1 Project Portfolio Office Purpose of a Project Portfolio Office The creation of a Project Portfolio Office (PPO)

More information

Legal Technology Trends: The Impact on Law Firm Profitability

Legal Technology Trends: The Impact on Law Firm Profitability Legal Technology Trends: The Impact on Law Firm Profitability Patrick Hurley Vice President, Global Expansion May 2013 Whatever enables us to achieve today s success, is no longer sufficient to sustain

More information

380 NOVEMBER 2013 www.alabar.org

380 NOVEMBER 2013 www.alabar.org 380 NOVEMBER 2013 www.alabar.org From Clients Lips to Counsel s Ear: Effective Service to Institutional Clients By Timothy M. Lupinacci Over the past few years, I have moderated several panels with in-house

More information

Link Sustainability to Corporate Strategy Using the Balanced Scorecard

Link Sustainability to Corporate Strategy Using the Balanced Scorecard Link Sustainability to Corporate Strategy Using the Balanced Scorecard People and their managers are working so hard to be sure things are done right, that they hardly have time to decide if they are doing

More information

Effective Enterprise Performance Management

Effective Enterprise Performance Management Seattle Office: 2211 Elliott Avenue Suite 200 Seattle, Washington, 98121 seattle@avanade.com www.avanade.com Avanade is a global IT consultancy dedicated to using the Microsoft platform to help enterprises

More information

This Webcast Will Begin Shortly

This Webcast Will Begin Shortly This Webcast Will Begin Shortly If you have any technical problems with the Webcast or the streaming audio, please contact us via email at: customercare@smartpros.com Thank You! It s a Small World and

More information

Crosswalk Between Current and New PMP Task Classifications

Crosswalk Between Current and New PMP Task Classifications Crosswalk Between Current and New PMP Task Classifications Domain 01 Initiating the Project Conduct project selection methods (e.g., cost benefit analysis, selection criteria) through meetings with the

More information

STATE BOARD OF ELECTIONS P.O. BOX 6486, ANNAPOLIS, MD 21401-0486 PHONE (410) 269-2840

STATE BOARD OF ELECTIONS P.O. BOX 6486, ANNAPOLIS, MD 21401-0486 PHONE (410) 269-2840 MARYLAND STATE BOARD OF ELECTIONS P.O. BOX 6486, ANNAPOLIS, MD 21401-0486 PHONE (410) 269-2840 Bobbie S. Mack, Chairman David J. McManus, Jr., Vice Chairman Rachel T. McGuckian Patrick H. Murray Charles

More information

Driving Operations through Better, Faster Decision Making

Driving Operations through Better, Faster Decision Making Driving Operations through Better, Faster Decision Making Driving Operations through Better, Faster Decision Making Operations faces increasing pressure from all sides. Picky customers know that your competitors

More information

How to Lead a CRM Planning Workshop

How to Lead a CRM Planning Workshop How to Lead a CRM Planning Workshop APracticalGuideforLaunchingaSuccessfulCRMInitiative www.ismsystems.com 2008IntegratedSalesManagement Page1 Why Hold a CRM Planning Workshop? Challenge: You are buying

More information

Our solutions reduce costs, streamline process and increase efficiencies. Facilities Management Litigation and Document Solutions

Our solutions reduce costs, streamline process and increase efficiencies. Facilities Management Litigation and Document Solutions Discover Possibilities With Pitney Bowes Legal Solutions Our suite of solutions is the differentiator in today s complex legal environment. We manage the business of law Pitney Bowes is the market leader

More information

Docketing or IP Asset Management Best Practices for In-House IP Teams

Docketing or IP Asset Management Best Practices for In-House IP Teams Docketing or IP Asset Management Best Practices for In-House IP Teams IPfolio Corporation 1900 Addison St #200 Berkeley, CA 94704, USA +1-510-981-1200 www.ipfolio.com info@ipfolio.com Table of Contents

More information

About Me. James Chan, Director - Technical Sales Email: James.Chan@ca.com Mobile: 347 931-2231. 2 2014 CA. All rights reserved.

About Me. James Chan, Director - Technical Sales Email: James.Chan@ca.com Mobile: 347 931-2231. 2 2014 CA. All rights reserved. About Me James Chan, Director - Technical Sales Email: James.Chan@ca.com Mobile: 347 931-2231 2 2014 CA. All rights reserved. Agenda What Portfolio Management is NOT What is Portfolio Management The 3

More information

strategic workforce planning: building blocks to success

strategic workforce planning: building blocks to success strategic workforce planning: building blocks to success Foreword by Tom Kaminsky The ability to attract and retain people with valuable skills that meet business objectives is vital for companies seeking

More information

Maximize Benefits of Agile Practices

Maximize Benefits of Agile Practices Maximize Benefits of Agile Practices January 2016 Author: Dr. Tonya M. Peterson, PMP, CSM 2 Agile Manifesto 3 A good entrepreneur has a very clear grasp of what the goal is, an unwavering sense of the

More information

Legal Project Management

Legal Project Management Legal Project Management Steven B. Levy Author, Legal Project Management Rick Kathuria PMP, P. Eng, CMC Who Are We, Anyway? Rick Kathuria, PMP, P. Eng, CMC Director, IT Development and PMO for McCarthy

More information

Title ACC Calgary Chapter LPM What every in-house lawyer needs to know

Title ACC Calgary Chapter LPM What every in-house lawyer needs to know Title ACC Calgary Chapter LPM What every in-house lawyer needs to know Suzanne Wood, National Director (Canada), Legal Project Management Rebecca Benavides, National Director (U.S.), Legal Project Management

More information

Prioritizing. Capital Improvement Planning

Prioritizing. Capital Improvement Planning Prioritizing Capital Improvement Planning By Gary Donaldson The nation s backlog of infrastructure construction and repairs, which was last estimated at $2.2 trillion, is a primary challenge for state

More information

OBJECTIVE CRITERIA. Law firm administration (committee activity, meetings, firm project etc) Marketing & Business Dev. Continuing Legal Education

OBJECTIVE CRITERIA. Law firm administration (committee activity, meetings, firm project etc) Marketing & Business Dev. Continuing Legal Education Business Plan For (Attorney Name) Year: (Time Period) This worksheet is designed to assist you in developing your individual business plan for the year. The objective is to set challenging but realistic

More information

Data Integration Initiative Semi Annual Report April 2009. State of North Carolina Office of the State Controller

Data Integration Initiative Semi Annual Report April 2009. State of North Carolina Office of the State Controller Data Integration Initiative Semi Annual Report April 2009 State of North Carolina Office of the State Controller David McCoy, State Controller April 1, 2009 Table of Contents I. Background... 1 II. BEACON

More information

Different Firms Take Different Approaches

Different Firms Take Different Approaches Tracking Legal Costs with Task Codes: Different Firms Take Different Approaches According to a recent survey of 240 managing partners of large and mid-sized law firms, the two current trends that are most

More information

Practice Management Software Improves in Affordability, Features

Practice Management Software Improves in Affordability, Features Search: Entire Site Bar News - July 22, 2005 Practice Management Software Improves in Affordability, Features By: Attorney Todd Cheesman What causes you headaches and doesn t earn you money? It s probably

More information

KPIs and Improving Profitability with Business Intelligence SCOTT RANDALL ADVANCED LEGAL WWW.ADVANCEDLEGAL.COM

KPIs and Improving Profitability with Business Intelligence SCOTT RANDALL ADVANCED LEGAL WWW.ADVANCEDLEGAL.COM KPIs and Improving Profitability with Business Intelligence SCOTT RANDALL ADVANCED LEGAL WWW.ADVANCEDLEGAL.COM The Business of Law Has Changed Law Firm Growth is Flat Realized Rates are Declining Competition

More information

Enterprise Project Management

Enterprise Project Management Enterprise Project Management SOLUTIONS THAT LAST Challenges in PPM What is a Project? Why Project Management? Challenges in Project and Portfolio Management (PPM) Problems for PM and PPM Leaders Presentation

More information

Information Governance & Records Management for Today's World

Information Governance & Records Management for Today's World May 19-22, 2014, Toronto ON Canada Information Governance & Records Management for Today's World Presented by Colin Cahill LI22 5/20/2014 1:15 PM - 2:45 PM The handouts and presentations attached are copyright

More information

Business Intelligence: So Many Tools and So Little Time! Angela M. Hickey, Levenfeld Pearlstein, LLC Andrew M. Baker, Seyfarth Shaw, LLP Anna

Business Intelligence: So Many Tools and So Little Time! Angela M. Hickey, Levenfeld Pearlstein, LLC Andrew M. Baker, Seyfarth Shaw, LLP Anna Business Intelligence: So Many Tools and So Little Time! Angela M. Hickey, Levenfeld Pearlstein, LLC Andrew M. Baker, Seyfarth Shaw, LLP Anna Tenutta, Seyfarth Shaw, LLP Angela M. Hickey Executive Director,

More information

Performance Metrics for Urgent Care Alan A. Ayers, MBA, MAcc Content Advisor, Urgent Care Association of America Vice President, Concentra Urgent Care

Performance Metrics for Urgent Care Alan A. Ayers, MBA, MAcc Content Advisor, Urgent Care Association of America Vice President, Concentra Urgent Care Performance Metrics for Urgent Care Alan A. Ayers, MBA, MAcc Content Advisor, Urgent Care Association of America Vice President, Concentra Urgent Care A successful urgent care venture requires understanding

More information

Capacity Management: Patient Throughput and Case Management Improvement. February 25, 2015

Capacity Management: Patient Throughput and Case Management Improvement. February 25, 2015 Capacity Management: Patient Throughput and Case Management Improvement February 25, 2015 Agenda Introduction Impetus for Change Approach to Improving Case and Capacity Management Client Case Study Key

More information

POWER YOUR KNOWLEDGE LEGAL FOR COMPELLING PERFORMANCE AND GROWTH. Knowledge, Content, Library and Digital Asset Management Solutions for Law Firms

POWER YOUR KNOWLEDGE LEGAL FOR COMPELLING PERFORMANCE AND GROWTH. Knowledge, Content, Library and Digital Asset Management Solutions for Law Firms POWER YOUR KNOWLEDGE FOR COMPELLING PERFORMANCE AND GROWTH Knowledge, Content, Library and Digital Asset Management Solutions for Law Firms Powering Knowledge Performance GENERATE VALUE FROM YOUR KNOWLEDGE-BASED

More information

Indiana Medical Group Management Association 2015 Practice Management Conference

Indiana Medical Group Management Association 2015 Practice Management Conference Indiana Medical Group Management Association 2015 Practice Management Conference Strategies for Setting Compensation and Performance Standards Friday May 8, 2015 2014 KSM Business Services, Inc. Agenda

More information

CITY OF DELTONA, FLORIDA FIREFIGHTER S PENSION PLAN BOARD OF TRUSTEES MEETING TUESDAY, MARCH

CITY OF DELTONA, FLORIDA FIREFIGHTER S PENSION PLAN BOARD OF TRUSTEES MEETING TUESDAY, MARCH CITY OF DELTONA, FLORIDA FIREFIGHTER S PENSION PLAN BOARD OF TRUSTEES MEETING TUESDAY, MARCH 20, 2012 A Regular Meeting of the Firefighter s Pension Board of Trustees was held on Tuesday, in the City of

More information

Establishing and Improving the PMO at Your Organization. January 15, 2014

Establishing and Improving the PMO at Your Organization. January 15, 2014 Establishing and Improving the PMO at Your Organization January 15, 2014 Today's Agenda: Key Topics Objectives for the PMO PMO Leading Practices PMO Benefits Common Challenges & Risks Improving PMO Practices

More information

PORTFOLIO, PROGRAMME & PROJECT MANAGEMENT OFFICES A PRACTICAL GUIDE TO SETTING UP A PMO (WITH EXAMPLES)

PORTFOLIO, PROGRAMME & PROJECT MANAGEMENT OFFICES A PRACTICAL GUIDE TO SETTING UP A PMO (WITH EXAMPLES) PORTFOLIO, PROGRAMME & PROJECT MANAGEMENT OFFICES A PRACTICAL GUIDE TO SETTING UP A PMO (WITH EXAMPLES) Developed by the Department of Health Informatics Directorate Informatics Capability Development

More information

When to Outsource the Back Office

When to Outsource the Back Office When to Outsource the Back Office Back-office functions such as payroll, data entry and hiring new employees are often challenges for small bussiness owners. Professionals who can deliver excellent services

More information

Strategies to Help Vendors Optimize Their Long-term Global Contracts

Strategies to Help Vendors Optimize Their Long-term Global Contracts THE INDUSTRIAL PERSPECTIVE Strategies to Help Vendors Optimize Their Long-term Global Contracts May 2010 KPMG INTERNATIONAL HAVE YOU CONSIDERED ALL THE ISSUES? The following questions may help vendors

More information

Effective Project Management of Team Based Business Improvement Projects

Effective Project Management of Team Based Business Improvement Projects Improving Organizational Capability Effective Project Management of Team Based Business Improvement Projects IQA North London Branch Meeting Thursday 15th February 2007 Terry Rose, Quality Advantage Ltd.

More information

Enhance The Excel Experience Part II Building Excel Dashboards

Enhance The Excel Experience Part II Building Excel Dashboards Enhance The Excel Experience Part II Building Excel Dashboards August 21, 2014 Today s Learning Objectives Upon completing this session, participants should be able to Identify the key information elements

More information

Law Firm Performance Metrics within the ProLaw XII Reporting Framework

Law Firm Performance Metrics within the ProLaw XII Reporting Framework Law Firm Metrics within the ing Framework HILDEBRANDT BAKER ROBBINS PEER MONITOR Legal Industry It is without question that the legal industry and the economy overall has experienced one of the most traumatic

More information

No bank guarantee Not a deposit May lose value Not FDIC/NCUA insured Not insured by any federal government agency

No bank guarantee Not a deposit May lose value Not FDIC/NCUA insured Not insured by any federal government agency Understanding Rollover Options Outlining Options for Your Qualified Retirement Plan or IRA No bank guarantee Not a deposit May lose value Not FDIC/NCUA insured Not insured by any federal government agency

More information

Product Development: From Conception to Execution. Slide 1

Product Development: From Conception to Execution. Slide 1 Product Development: From Conception to Execution Slide 1 Product Development: From Conception to Execution Becky Lester, CPCU GAINWeb Product Owner Grange Insurance Damon Lay, ACAS, MAAA Director Business

More information

WHITEPAPER IMPROVE YOUR MARKETING AND SALES PERFORMANCES THROUGH OPTIMISED LEAD MANAGEMENT

WHITEPAPER IMPROVE YOUR MARKETING AND SALES PERFORMANCES THROUGH OPTIMISED LEAD MANAGEMENT IMPROVE YOUR MARKETING AND SALES PERFORMANCES THROUGH OPTIMISED LEAD MANAGEMENT 2 ABOUT Why has lead management become so important today for business? Two trends currently reinforce the need to implement

More information

Building a CA PPM Roadmap

Building a CA PPM Roadmap www.regouniversity.com Building a CA PPM Roadmap Presented by: Jacob Cancelliere Date prepared: April, 2015 Agenda Approach Assess Entry Points Planning Detailing and Building the Roadmap 2 Open Mic: How

More information

Real-time Metrics ROI. A Whitepaper on the Business Benefits of Real-time Metrics

Real-time Metrics ROI. A Whitepaper on the Business Benefits of Real-time Metrics Real-time Metrics ROI A Whitepaper on the Business Benefits of Real-time Metrics Table of Contents Executive Summary... 2 Real-time ROI... 2 Reduced Staff... 2 Employee Productivity... 4 Business Agility...

More information

IT & Management Consulting Services

IT & Management Consulting Services 2008 Microsoft Corporation. All rights reserved. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, Excel, Microsoft Dynamics,

More information

Ten steps to better requirements management.

Ten steps to better requirements management. White paper June 2009 Ten steps to better requirements management. Dominic Tavassoli, IBM Actionable enterprise architecture management Page 2 Contents 2 Introduction 2 Defining a good requirement 3 Ten

More information

Eliminate the whiteboard and the dartboard: keys to optimizing the resource management process

Eliminate the whiteboard and the dartboard: keys to optimizing the resource management process Eliminate the whiteboard and the dartboard: keys to optimizing the resource management process This white paper discusses the significant financial and efficiency benefits that professional services companies

More information

WHITE PAPER. Using ROI to Make the Business Case for Training. www.bizlibrary.com. Authors: Ray Halagera President, The Profit Ability Group

WHITE PAPER. Using ROI to Make the Business Case for Training. www.bizlibrary.com. Authors: Ray Halagera President, The Profit Ability Group Using ROI to Make the Business Case for Training WHITE PAPER Authors: Ray Halagera President, The Profit Ability Group Dean Pichee President, BizLibrary INTRODUCTION Training Magazine does an annual survey

More information

Connecting PPM and software delivery

Connecting PPM and software delivery Connecting PPM and software delivery Efficiently deliver strategic, high-value, low-risk software projects Contents 2 The outdated approach to PPM 2 A better approach to PPM for software delivery 4 IBM

More information

DEVELOPING INTELLECTUAL PROPERTY STRATEGIES AND PERFORMANCE METRICS

DEVELOPING INTELLECTUAL PROPERTY STRATEGIES AND PERFORMANCE METRICS DEVELOPING INTELLECTUAL PROPERTY STRATEGIES AND PERFORMANCE METRICS A Study of methods, roles and responsibilities, performance metrics, and best practices IP leaders from many leading companies view developing

More information

Document Management with Smokeball: Increased Productivity & Profit for Your Small Firm

Document Management with Smokeball: Increased Productivity & Profit for Your Small Firm Document Management with Smokeball: Increased Productivity & Profit for Your Small Firm Documents are a critical component of what makes your legal practice successful. Attorneys are paid to prepare them,

More information

IRS AUDIT ISSUES AND SOLUTIONS

IRS AUDIT ISSUES AND SOLUTIONS IRS AUDIT ISSUES AND SOLUTIONS or What to do when the IRS comes knocking? David L. Richardson McGuireWoods LLP Key Takeaway If you get a letter from the IRS telling you your bond issue is being audited

More information

Dataprev Enhances Delivery of Projects by 40 percent with CA Project & Portfolio Management

Dataprev Enhances Delivery of Projects by 40 percent with CA Project & Portfolio Management CUSTOMER SUCCESS STORY December 2013 Dataprev Enhances Delivery of Projects by 40 percent with CA Project & Portfolio Management CLIENT PROFILE Industry: Public sector Company: Dataprev Employees: 3,000-plus

More information

YOUR MARKETING CHECKLIST

YOUR MARKETING CHECKLIST YOUR CHECKLIST Marketing can impact 2 things 1 2 Your business outcomes by focusing on your PERSONAL GOALS BUSINESS GOALS CONSTRAINTS Your clients satisfaction by aligning your IDEAL CLIENT Desired outcomes,

More information

Accounting proposals for insurance contracts

Accounting proposals for insurance contracts International Financial Reporting Standards Accounting proposals for insurance contracts The views expressed in this presentation are those of the presenter, not necessarily those of the IASB or IFRS Foundation.

More information

The Rockefeller Foundation is considered a private Foundation. We are a nonprofit, but rather than raising funds from the public or government, which

The Rockefeller Foundation is considered a private Foundation. We are a nonprofit, but rather than raising funds from the public or government, which The Rockefeller Foundation is considered a private Foundation. We are a nonprofit, but rather than raising funds from the public or government, which is typical for a non profit, we have the money in the

More information

Project Management for Everyone

Project Management for Everyone Project Management for Everyone Contact Information Adam Donaldson, PMP Business Management & Analysis Group System, Analytics & Insights Group Phone: (202) 994-6867 Email: adonald@gwu.edu Objectives Basic

More information

KRONOS iseries CENTRAL SUITE

KRONOS iseries CENTRAL SUITE KRONOS iseries CENTRAL SUITE Scheduling Solutions Guide Optimize Staff Schedules and Productivity GAIN A COMPETITIVE EDGE with Automated Labor Scheduling Every industry faces changes in business demand

More information

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate

More information

Identifying Application Performance Risk

Identifying Application Performance Risk Identifying Application Performance Risk Performance Engineering COLLABORATIVE WHITEPAPER SERIES COLLABORATIVE WHITE PAPER SERIES: Identifying Application Performance Risk Under what conditions will an

More information

Deltek Vision Consulting Edition

Deltek Vision Consulting Edition Deltek Vision Consulting Edition www.deltek.com Imagine a single tool that gives you instant visibility into your people, engagements and business from anywhere at anytime. Imagine a tool that puts you

More information

THOMSON IP MANAGER KNOWING IS INGENIOUS

THOMSON IP MANAGER KNOWING IS INGENIOUS THOMSON IP MANAGER KNOWING IS INGENIOUS DID YOU KNOW? Thomson IP Manager is an all-inone IP management solution. So you don t have to worry about whether your IP data is secure, your processes are optimized,

More information

Project Management: Back to Basics

Project Management: Back to Basics About this research note: Technology Insight notes describe emerging technologies, tools, or processes as well as analyze the tactical and strategic impact they will have on the enterprise. Project Management:

More information

The Resource Management Life Cycle

The Resource Management Life Cycle The Resource Management Life Cycle Resource Planning for 2013 Revised November 2012 http://epmlive.com Contents Introduction...2 What is Resource Management?...2 Who Participates in Resource Management?...2

More information

ACG s Growth Strategy and High Performance Business Consulting Services

ACG s Growth Strategy and High Performance Business Consulting Services ACG s Growth Strategy and High Performance Business Consulting Services ACG delivers telecom market share/forecast reports, consulting services, business case analysis, product and service message testing.

More information

Transportation Management

Transportation Management Transportation Management A New Landscape November, 2008 Here s What Companies Are Facing Increasing business pressures that are mandating C-Level attention due to the implications on overall business

More information

NOVEMBER KEVIN F. JURSINSKI, ESQ. COMMERCIAL LEASE NEWSLETTER PART I

NOVEMBER KEVIN F. JURSINSKI, ESQ. COMMERCIAL LEASE NEWSLETTER PART I NOVEMBER 2010 KEVIN F. JURSINSKI, ESQ. COMMERCIAL LEASE NEWSLETTER PART I NET LEASES AND COMMON AREA MAINTENANCE CHARGES: ISSUES FOR THE COMMERCIAL LANDLORD AND TENANT FUNDAMENTALS OF THE GROSS LEASE V.

More information

LEGAL PROJECT MANAGEMENT

LEGAL PROJECT MANAGEMENT LEGAL PROJECT MANAGEMENT Cost management of litigation is becoming a focus of legislators in both Australia and the UK, in an attempt to streamline litigation and ensure costs are proportionate. The Civil

More information