1. Business Processes and Workflow How to go from idea to implementation
Ryan Moffitt, Senior Technical Advisor
® 2012 Aderant Holdings, Inc. All rights reserved.

2. Content Ideas and Planning Implementation Concepts Naming Conventions
SME’s Defined
Documentation Processes
Create Documentation
Review
Change
(while Signed <> True go to Review)
Sign Off
Design Requirements
Interface (UI)
Database Tables & Columns
Implementation
Conceptual Overview
System Understanding
Architectural Review
Troubleshooting
Monitoring and Reporting
Training
End User
Administrative
User Acceptance
Application Interface
Workflow
® 2012 Aderant Holdings, Inc. All rights reserved.

3. Ideas and Planning: Concepts
Routing
Decisions
Approvals
Contextual Values
Data Concepts
Software Design
Error Handling
® 2012 Aderant Holdings, Inc. All rights reserved.

4. Ideas and Planning: Naming Conventions
Defining the Firm Vernacular
What is an Office?
What is a Department?
What is a Practice Group?
How is an Attorney defined?
How is a Partner defined?
Make sure everyone in on the same page!
® 2012 Aderant Holdings, Inc. All rights reserved.

5. Ideas and Planning: SME’s Defined
Have a clearly defined group of Subject Matter Experts for each different logical step.
Accounting Rules
Conflicts Rules
Marketing Information
End Users (Wide Sampling)
Define Decision Makers
Who is going to make the final call about business decisions?
® 2012 Aderant Holdings, Inc. All rights reserved.

6. Ideas and Planning: Documentation
Single Most Important Piece
Set the Expectations and the Scope and Don’t Change them
Be VERY Detailed
Set Standards
Review and Refine
Document every piece
Data
Interface
Approvals s
Assignments
Naming Conventions
Et Cetera
Review and Refine again
Document for the least skilled staff member
® 2012 Aderant Holdings, Inc. All rights reserved.

7. Ideas and Planning: Design Requirements
Design the UI for Functionality with Importance on Data Integrity
Don’t give up data integrity for user functionality
Verify the Fields & Values Used by the Firm
Fields and Tables getting updated
Do Not Assume – Be Specific (When x happens, n field = y)
Review standard naming conventions and how they relate to the firm’s use ( Does Department = HBL_DEPT.DEPT_CODE?)
® 2012 Aderant Holdings, Inc. All rights reserved.

8. User Interface
Design the general idea of the information you want to present to the end user
Design the exact text that you want to display to the end user.
Determine the wording of all notifications, s, alerts. (Keep in mind that dynamic text may be useful).
Determine a standard syntax and maintain it throughout the workflow.
® 2012 Aderant Holdings, Inc. All rights reserved.

9. Implementation: Concepts
Understanding of Workflow Concepts
Review Tasks, Approvals, Status, etc.
Define Responsibilities
Who is responsible for which aspect of the workflows?
Business Rules
Technical Troubleshooting
Escalations
Reporting
® 2012 Aderant Holdings, Inc. All rights reserved.

10. Implementation: System Architecture
Understanding of All the Moving Part
Databases
Services (Web and Legacy)
AppFabric
Client Applications
Troubleshooting
Know how to use logging, Windows Event Viewer, and AppFabric to troubleshoot issues
Using reports and how to build custom reports to have an administrative view of the system
® 2012 Aderant Holdings, Inc. All rights reserved.

11. Implementation: Training
End User Training
Start Early – Get users used to any new technology as soon as possible
Plan Roll Out
Administrative Training
Security
Reporting
Monitoring
Task Management, etc.
® 2012 Aderant Holdings, Inc. All rights reserved.

12. Implementation: End User Acceptance
Get the users buy in from the beginning
Talk to users and listen to their input
Easy to make small changes early to help with acceptance
Have them test the Interface and the Workflow
® 2012 Aderant Holdings, Inc. All rights reserved.

13. Client Example: Matter Close
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