Integrating Data from Disparate Systems

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1 Integrating Data from Disparate Systems Jonathan Dack Foley Hoag Janet Day Berwin Leighton Paisner Todd Friedlich Ropes & Gray

2 Agenda Addressing the need for additional information for business development efforts Data needed to supplement information Presenting integrated data

3 Introduction Jon Dack, CRM Manager Been with Foley Hoag LLP for 10 months Applications Management for the last 10 years Application Developer (.NET, Objective-C..) Database Architect (MS SQL, Oracle, IBM DB2) Foley Hoag LLP InterAction 5.6 SP2 Web Client Only Attorneys and Directors Only Mandatory Activities Per Calendar Month

4 Foley Hoag LLP Boston MA InterAction Integrated Data Sources Elite (Accounting System) D&B (Dun & Bradstreet) TIKIT (Electronic Marketing) Intranet (Personnel Directory) Marketing Certificate (Custom Built Activity Tracker)

Bradstreet) TIKIT (Electronic Marketing) Intranet

5 Elite (Accounting System) Why use this data source? Organize contacts Track activities at the client level Is the process automated? Yes, using Application Collaboration processes Who manages the process? CRM Manager How did this contribute to business development efforts? Understand how we interact with existing clients in order to retain their business and grow the relationship.

Yes, using Application Collaboration processes Who manages the process?

6 D&B (Dun & Bradstreet) Why use this data source? Import HQ information for contacts Add SIC/NAICS codes to contacts Is the process automated? Yes, using Application Collaboration processes Who manages the process? CRM Manager How did this contribute to business development efforts? By organizing contacts into their relevant industries, it makes it easier to identify relationships when we wish to target a specific industry.

7 TIKIT (Electronic Marketing) Why use this data source? Import results from Marketing mailings Allow clients/prospects to manage their list membership Manage rejected mailings via Data Change Management Is the process automated? Yes, using TIKIT functionality Who manages the process? CRM Manager How did this contribute to business development efforts? By incorporating the marketing results into a contact record we add an import interaction between our firm and the contact.

mailings via Data Change Management Is the process automated? Yes, using TIKIT functionality Who manages the process?

8 Intranet (Personnel Directory) Why use this data source? Import personnel information Manage alumni data Is the process automated? Yes, using Application Collaboration processes Who manages the process? CRM Manager How did this contribute to business development efforts? By managing our personnel in InterAction we are able to keep accurate records on Alumni which are often considered to be a strong relationship for future business opportunities

9 Marketing Certificate (Custom App) Why use this data source? Import activity data into InterAction Is the process Automated? Yes, using custom SQL scripts Who manages the process? CRM Manager How did this contribute to business development efforts? This data source contains vital information on how we interact with our clients/prospects, and provides insight into our existing business development efforts.

Yes, using custom SQL scripts Who manages the process?

10 How It s Presented

11 UK based law firm Berwin Leighton Paisner Offices in Abu Dhabi, Brussels, Moscow, Paris and Singapore 1200 staff 750 lawyers Mature users of IA and application collaboration IA the second most highly used piece of software after Exchange

lawyers Mature users of IA and application collaboration IA

12 InterAction History InterAction first installed in 1998 Release 5.6 Used throughout the firm no exceptions Collaboration in place since 2003 Other products used in conjunction with IA ContactNet, Reaction Server

14 Client information Here is a basic information page for a client. Data has come from a variety of sources.

15 Accounting data display

16 Billing Data

17 Matter Data

18 Contact Details

19 Customized Search

20 Introduction Ropes & Gray Todd Friedlich, KM Technology Architect Joined Ropes & Gray December 2008 Application Developer with nearly 10 years in Legal Ropes & Gray, LLP More than 1000 Lawyers and Professionals Offices in Boston, Chicago, Hong Kong, New York, San Francisco, Silicon Valley, Tokyo, and Washington, DC and a conference center in London Microsoft Office SharePoint Server 2007 InterAction 5.5 Microsoft Office 2003

Professionals Offices in Boston, Chicago, Hong Kong, New York, San Francisco, Silicon Valley, Tokyo, and

21 Discussion Points Problem How are our attorneys managing their contact lists? Sources Active Directory? SharePoint? InterAction? Presentation SharePoint, InterAction Web Services, XSL Sharing Excel, Word, vcard

22 How are our attorneys managing their contact lists? Word Documents Excel SharePoint Contact List Active Directory Groups InterAction Lists

23 Where does contact data belong?

24 InterAction Working Lists Manage from InterAction and Outlook

25 InterAction Web Services

26 InterAction XML

27 SharePoint XML WebPart

28 Web Services + XSL

29 Summary Store the data where it belongs Bring the data to the user XML is everywhere Easy to customize, Easy to extend

30 Thank you! Jonathan Dack, Janet Day, Todd Friedlich,

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