Consider Aderant Expert Refresher Training Toni Nystrom Jarmila Pencikova Senior Training Consultant Director, Finance Aderant Osler, Hoskin & Harcourt LLP Toni.Nystrom@Aderant.com jpencikova@osler.com Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Who benefits from refresher training? Any firm that has been live for a year or more Firms with turnover, especially new management Firms with new hires since going live Any one who has not been trained by an Aderant Trainer Copyright 2014 Aderant Holdings, Inc. All rights reserved.

What can be covered? Anything you need, but here are some suggestions: Financial Applications Individual or Group training Review of current processes Suggestions for using new features Security Is everyone using the same menu because you can’t remember how to create new menus and security plans You need to make just a few tweaks, and need a little help Copyright 2014 Aderant Holdings, Inc. All rights reserved.

What can be covered? Customization Tools Event Scheduler For anyone who has been trained but didn’t get the chance to use the tools before going live Those who still have a list of Screen customizations or Reports on their “to do” list, but can’t remember how to do them Event Scheduler Are you running things manually because you don’t remember how to schedule them Licensed Software you’ve never used Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Options Onsite – typically 2 to 4 days Customize the agenda for your needs Best way to review current processes Web-based – 2 to 4 hours per topic Best option when you only need a review on a few things Aderant Academy Great option for those who don’t really know if they’re ready to commit to a trainer onsite Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Share the cost Are there other firms in your city who might want to schedule only a day or two of time? Get together and share the travel expenses. Consider hosting one or more firms in your area. We can provide a training database if you can provide the training room. Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Ready to make a choice? To schedule onsite or web-based training, contact Linda Brower at Linda.Brower@Aderant.com Aderant Academy – to get information or a log on, email Training@Aderant.com Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Have questions? Feel free to contact me with questions: Toni.Nystrom@Aderant.com Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Consider Aderant Expert Refresher Training Toni Nystrom Jarmila Pencikova Senior Training Consultant Director, Finance Aderant Osler, Hoskin & Harcourt LLP Toni.Nystrom@Aderant.com jpencikova@osler.com Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Who we are? Law Firm with 420 lawyers in 5 offices (4 in Canada, 1 in USA) Our Finance & Accounting department is centralized in Toronto – total of 40 people More than half of the group has been with the Firm for 15+ years Have been using Aderant since 1990 (CLO*2, CMS Open) Currently on Aderant 7.5 Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Why did we decide to do the training? In Summer 2013 – restructure of Billing & Collection Team Combined Biller and Collector responsibilities into one job Previously – 6 Billers + 3 Collectors Needed to train Billers on collections At the same time, looking at possibility of implementing 3rd party collection software Brought an Aderant Trainer in for 1 day in November 2013 Everyone from the Billing & Collection Team attended Result – “WOW!” Copyright 2014 Aderant Holdings, Inc. All rights reserved.

More training in January 2014 Brought Toni Nystrom in for 4 days in January Day 1 Meeting with Management Reviewed HUB setup, Client/Matter/Timekeeper setup and how we use Aderant Gone over features we don’t use (Progress Billing, On Account Fees, On Account Disbursements, Billing Rules, 1099, etc.) Day 2 & 3 Financial Applications Training (Accounts Payable, Cash Receipts, Trust, General Ledger, Billings, Disbursements, Reporting) Mandatory for everyone Copyright 2014 Aderant Holdings, Inc. All rights reserved.

More training in January 2014 Day 4 Follow up Walk around Closing meeting and review Following Week Enhancements & Modifications Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Why don’t we know everything? Existing staff training new staff Loss of knowledge as people leave Upgrades introduce new features Not known Not sure what it does No time to investigate Change in management Internal processes change Keep doing the new ‘stuff’ the old way Changes in legal industry Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Before the Training “I know everything, why do I have to attend the training?” “This is going to be a waste of my time” “I’ve been here for 15 years and have done billings for that long, I don’t need to have someone tell me how to do my job” My answer: TRUST ME, you’ll learn something! Copyright 2014 Aderant Holdings, Inc. All rights reserved.

After the Training “WOW!” “I didn’t know I/the system could do that!” “I just learned how to do something in 5 minutes, something that used to take me 30 minutes to do!” Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Benefits of the Training Consistency in the training EVERYONE will learn something Chance to ask questions You identify opportunities for enhancements or modifications Chance to give feedback to Aderant Build partnership Copyright 2014 Aderant Holdings, Inc. All rights reserved.

If I had to do this all over again . . . Allow more time Share the training cost with another Firm Should have done it long time ago Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Plans for the future Will sign up for the Aderant Academy Testing the enhancements & modifications Implementing new features May do follow up training for specific modules/features through webex Copyright 2014 Aderant Holdings, Inc. All rights reserved.

Have questions? Feel free to contact me with questions: jpencikova@osler.com Copyright 2014 Aderant Holdings, Inc. All rights reserved.