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Serengeti Tracker Release Update September 12, 2013.

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Presentation on theme: "Serengeti Tracker Release Update September 12, 2013."— Presentation transcript:

1 Serengeti Tracker Release Update September 12, 2013

2 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 2

3 Report Scheduler 3 Option is enabled to view by your Serengeti CRM Options configured by TC or CoSysAdmin

4 Report Scheduler 4 My Reports section only Available to TC and CoSysAdmin Two additional items shown

5 Report Scheduler 5 Internal, external addressing Links to Tracker directory Custom subject line Custom body of text

6 Report Scheduler 6

7 7

8 Phase 1 ; available now Phase 2 SFTP services added to Phase 1; soon Ask your CRM to activate Report Scheduler services! 8

9 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 9

10 Invoice Approval Route Enhancements New & improved view in Invoice Approval Routes

11 Invoice Approval Route Enhancements New & improved view in an Invoice Approval Route Setup

12 Invoice Approval Route Enhancements Can now have up 10 levels of invoice review Lead Company Person (LCP) no longer has to stay as Level 1 Ability to drag and drop LCP to another level Can still add BGR & ACR review levels Backups can still be added for various levels, except for LCP Can reorder existing 1-10 levels By default, only the LCP is still required on a route

13 Invoice Approval Route Enhancements New “Backup” terminology = “Alternate” in today’s (pre-8/17/13) world New “Add” button (for a new level) = the “Include” button today (pre-8/17/13)

14 Invoice Approval Route Enhancements Additional levels in the report builder incorporated

15 Invoice Approval Route Enhancements Removed “Invoice Auto Approved if Less than” (intuitive by looking at threshold for lowest level reviewer) Cleaned up label for “Send Reduced…” s (includes “rejected” s) Improved functionality for resetting of invoices when certain changes are made:

16 Invoice Approval Route Enhancements LCP vs. Level 1 Reviewer (for Inc. Tasks and for Bypassing of Thresholds) Level 1 Approver: LEDES invoice contains audits such as new timekeeper, timekeeper rate change or an expense guideline violation Invoice contains a budget audit flag Lead Company Person: Matter profile is incomplete Invoice contains incomplete accounting codes and route does not include ACR The office vendor numbers are missing and route does not include an ACR (if the office vendor numbers are required by client’s AP department) An Outside Counsel Evaluation must be completed during the invoice approval

17 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 17

18 Matter Upload: Overview Matter Upload allows Tracker Matters to be created by uploading a text file.

19 Matter Upload: Matter Role Assignment

20 Matter Upload: Actions 20

21 Matter Upload: Audit History

22 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 22

23 Task Code Alerts: Allocations, Exclusions, Audits, & Reports Task Code Alerts Introduction Company Setup LEDES invoices required UTMBS Codes (Uniform Task Based Management System) Task Code Alerts enables: Allocations & Exclusions, Tracking, Audits & Adjustments, Reporting Comparison to Budgeting Very Similar, except no calendar concept TCA can be used with or without Budgeting

24 Task Codes

25 UTMBS Litigation Code Set Sample

26 Task Code Alerts: Simple Report

27 Task Code Alerts: Code Set Selection Task Code Set Selection & Exclusion

28 Task Code Alerts: Allocations Phase Exclusion

29 Task Code Alerts: Phase Allocation & Phase Exclusions

30 Task Code Alerts Task Level Exclusions

31 Task Code Alerts: Allocations Lifecycle Lifecycle is the same as Budgets Lifecycle Matter with multiple firms can have Allocations for each Firm, and there is a combined view Company can Create/Approve, Reject, Edit, Lock/Unlock Firm can Create, Accept, Edit Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks Task Code Alerts have a Version History

32 Task Code Alerts: Allocations Lifecycle Lifecycle is the same as Budgets Lifecycle Matter with multiple firms can have Allocations for each Firm, and there is a combined view Company can Create/Approve, Reject, Edit, Lock/Unlock Firm can Create, Accept, Edit Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks Task Code Alerts have a Version History

33 Task Code Alerts: Reporting

34 Task Code Alerts: Audits & Adjustments Invoice Audits

35 Task Code Alerts: Audits & Adjustments Auto-Reduce Stuff

36 Task Code Alerts: Audits & Adjustments Auto-Reduce

37 Task Code Alerts: Reporting Spending Reports Budget/Accrual Reports (Build Your Own) Task Code Spending & Alerts Report (Pre-configured) Spending and Alerts by Task Codes Report

38 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 38

39 Matter Upload API Matter Upload API allows Automation of Matter Creation and Update Tasks. Matter Upload API allows Systems Integration ScheduleExtractTransformLoad On DemandManualAutomatedManual Partially Scheduled Automated Manual Fully Automatic Automated

40 Upload Automation Example 1. Thomson Reuters Legal Dept. admin enters new cases in IP Manager about Copyrights, Patents or Trademarks, requiring law firm work. 2. A scheduled program extracts data about new the IP Manager cases and creates corresponding new Tracker matters, using the Matter Upload Web Services.

41 Tracker Reports Web Services Tracker Reports Web Services allows automated access to Standard and Customized Tracker Reports. Tracker Reports API allows Systems Integration Programs can manipulate the report data and use it to –update other systems –take automated actions –provide dashboard data

42 Tracker Reports Web Services Example Risk Management System Updates A custom program uses Tracker Reports Web Services API to get data about risk exposure amounts. The program connects to a Risk Management system and enters the updates.

43 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 43

44 Flare Roll Out Dan Foster & Michael Carlson, Product Managers

45 Better with Flare New & Improved Help Site

46 Agenda Report Scheduler Invoice Approval Route Enhancements Matter Upload Enhancements Task Code Alerts Matter Upload & Reporting API Updated Help Site What’s New: Smaller Features 46

47 What’s New: Smaller Features

48 QUESTIONS?


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