BPM Legal Services Platform

Transcription

1 BPM Legal Services Platform Habber Legal Services Platform is a combined solution that encompasses: Case and matter data (legal case management) Patents Trademarks registration Intellectual Property s and documents Leads Legal accounts Marketing campaigns Online services Risk management Habber automates the process of creating a set of tasks and events every time a new case is started. Workflows can be created based on the type of case: be it criminal defense, family law, estate planning, intellectual property, etc. Workflow saves valuable time, increase project consistency, and create efficiencies in company practice. The solution leverages IBM middleware platforms: IBM Business Process Manager, IBM ODM, Worklight, Integration Bus, Filenet Content Manager and Datacap Taskmaster. Habber Tec London Ltd Registered at The Compamies House for England and Wales Company Number UK Office: 17 Eldon Square Reading RG1 4DP Tel. +44 (0) Contact Person: [email protected]

2 Functional Details Legal Case Management Business Problem and Opportunity: Regulatory changes together with an increasing competitive landscape, mean law firms have to streamline their legal processes to protect their margins. This comes at a time when expectations are on the rise making the efficiency of the back office more important than ever. Functional Details: Peppermint offers a number of legal case management packs that predefine a process for appropriate types of legal work. The management packs can be used out of the box or tailored to meet the specific needs of the legal business. Legal Practice Management Business Problem and Opportunity: Extensive legal customer experience research supports that a decision to engage with a law firm is increasingly based on the overall experience, and not just the quality of legal advice. This, together with increased pressure on margin, is driving both efficiency and service to be at the corner stone of any successful law firm strategy. Functional Details: Habber BPM is designed round the client record and operate from a single source of data. This allows every person, process and activity in the business to share a single view of the client. Law firms can design and deliver client centric services while using the Platform's advanced workflow and business process management tools with real time data to underpin a highly automated and efficient back office. Intellectual Property Management Business Problem and Opportunity: In the age of knowledge, intellectual property is often a key asset for a lot of companies. But multi-national patents an trade marks registration is a complex and lengthy process that may span over several years and raise a high burden of communication with other legal entities worldwide. Functional Details: Habber BPM offers out of the box processes for patent registration and rights claiming. Database of previous art and announces on related patents. Multi-national trade mark registration workflow with complete tracking of communications with all the incumbents. Nonpatentable intellectual property and copyright fees claiming on behalf of the ownes is also covered

3 The Company Daniel Advogados is a Brazilian law firm founded in 1958 and specializing in Intellectual property Management. The firm has around 150 employees in Rio de Janeiro and São Paolo. And works with nearly 100 associates worldwide. The Starting Point Before adopting Habber Legal Services Platform, Daniel Advogados had a legacy system called DANSPI (Daniel Sistema Propriedade Intelectual) which needed to be kept because it contains valuable historic information on services done to customers. DANSPI provided Quality Assurance tools, in form of Service Level Agreement (SLA) compliance metrics. DANSPI informed of success rate on cases taken to court and enabled employee bonus based of performance metrics. Daniel Advogados also had a specification of business processes done by Deloitte. This processes specification was paper based and it alone created few synergies for the company. The firm wanted to leverage its existing data and customer base with more efficient and reliable process management.

4 The Plan The Tool Daniel Advogados considered the position of WebSphere Lombardi Edition on Gartner s Magic Quadrant. The cost of licenses plus deployment. The time needed to go live. The complexity of the change. The training and usability for users and the expected return of investment. The Hot Spots The firm identified as key areas needing improvement : Redundant processes Frequent bottlenecks Employees with insufficient information Lack of global vision of status for large customers Plenty of error prone manual processes Suboptimal use of resources The Goals D.A. management decided that the new BPM should : Qualify service requests with automatic opening of service tickets. Automatically route service requests. Do automatic scheduling and notifications for predefined processes. Provide real-time monitoring of the operation. Inform KPI for service execution standards. Allow greater control of delinquent customers. Track costs, SLA, and timesheets. Automate billing. Systematize and monitor information relevant for customers coming from publishing industry. Suggest cross-sell opportunities and improve leads follow-up.

5 The Implementation The Scheduling Daniel Advogados wanted the solution to go live in less than six months from the signature of the contract with Habber Tec. 80 users will start using the first release and 70 more will we trained to use it within one year. Each process was modelled with WebSphere Lombardi and validated by users and line managers. The Modelling Press Clipping Process New trademark registration process and RFI routing process Trademark maintenance process Service Monitoring Process

6 The Infrastructure IT determined that three environments will be used: development, testing and production. All running on Windows Server 64 bits. Development and Testing environments for WebSphere Lombardi will run on Dual Core Intel servers with 4GB RAM and 60Gb HDD. Production Environment will run on Quad Core Intel servers with 8Gb RAM and 60Gb HDD. Oracle 11g 64 bit database will be used for storage running on a Dual Core Intel Server with 8Gb RAM and 100Gb HDD. Architecture of the solution

7 The Results Daniel Advogados did and initial investment of R$ 500,000 ( 125,000). Agreed on an annual licenses fee of R$ 50,000 ( 12,500) and hired professional maintenance services for R$ 6,000 ( 1,600) per month. With this investment, Daniel Advogados estimated a return of R$ 1,176,148 ( 294,308) within 12 months by measurable cost reductions in the following areas: Administration Accounting Legal case support Intellectual property registration Brands management Patents management Publication of information relevant to customers Library maintenance Billing center IT support and operations Habber Tec London Ltd UK Office: 17 Eldon Square Reading RG1 4DP Tel. +44 (0) Contact Person: