Asia Pacific Regional Conference • 9 – 10 March

www.wilsonlegalsol.uk

Certified services and best-in-class

analytics to enhance the performance

of your entire organisation.

WILSON CONSULTING SERVICESImprove your processes and performance with expert-level professional and technical services.

WILSON ANALYTICS SOLUTIONSPowerful software that transformsraw Elite data into customisable mobile and desktop dashboards.

WILSON BUSINESS OF LAWAdopt business of law best practices to reach new levels of operational efficiency and profitability.

Vantage 2016 AsiA PAcific RegionAl confeRence • Sydney, 9 – 10 March

VANTAGEAt Thomson Reuters Elite, we are focused on ensuring that our clients have a cohesive VANTAGE conference. You can trust you are experiencing the highest quality events in the industry. As part of this unity, each year we showcase new artwork designed exclusively for the conference.

This year’s design was created for us by Hatch Show Print based inside the Omni Hotel in Nashville, TN, our 2016 worldwide conference hotel. They are one of the oldest working letterpress print shops in America. Using large hand-carved wood blocks with iconic imagery printed in bold colors, they got their start by promoting vaudeville, circus, and minstrel shows across the country. Over the years, their posters have featured a host of entertainers starting with the early stars of the Grand Ole Opry. Today, they design and print more than 500 posters per year for entertainers, venues, and businesses. Using compelling design and imagery, they captured this year’s VANTAGE location and key themes of connect, learn, and experience.

TAblE Of CONTENTSConference Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

General Interest Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Workspace Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3E Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

MatterSphere Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Business Development Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Exhibitors/Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Get ready to experience VANTAGE and gain the perspective you need to take your business to the next level!

2

COmPlimENTARY wiRElESS NETwORk SERViCEThomson Reuters Elite is pleased to offer complimentary wireless network service in the conference area. be sure to download the VANTAGE mobile app today!

DOwNlOAD THE VANTAGE mObilE APPDownload the VANTAGE mobile app to your iPhone, iPad, or Android device to be sure you have all the latest conference information and for a chance to win exciting prizes.

• View sessions and build your agenda

• Tweet about your experience using #VANTAGESydney

• Connect with fellow VANTAGE attendees

• Upload and view photos from the conference

• Provide feedback on sessions

• Earn points to win exciting prizes!

See a mobile interactive preview; scan code with your smartphone.

© 2014 Thomson Reuters L-388940/1-14 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters .

matter management that drives performance and process control.Today you need to know you’re managing matters as efficiently as possible. The Client & matter management solution from Thomson Reuters Elite™ ensures consistent, repeatable matter workflow processes that keep your teams all working the same way. The entire firm can work productively – and profitably – toward the same goal. You’ll even have the flexibility to customise processes to practice groups and individual roles. So your teams can produce profitable work that delivers on your firm’s standards and exceeds clients’ expectations.

DISCoVER A BETTER WAy AT ELITE .CoM/KNoW

know your matters are on track.

4

conference Schedule

wEDNESDAY, 9 mARCH 20168:00 – 17:30 registration

9:30 – 10:30

Keynote Join us as Thomson Reuters Elite management discusses our commitment and growth in the Asia Pacific region, as well as exciting advances with technology

STATE RooM

10:30 – 11:00 Break

11:00 – 12:30 Thomson reuters elite Product roadmapHighlights of current and future releases for Enterprise, 3E, matterSphere, business Development, Engage, and workspace will be profiled

STATE RooM

12:30 – 13:30 networking lunch

13:15 – 17:00 learning Zone and VanTaGe expo

13:30 – 14:30 3e and asiaPac user Group MeetingJoin us for the VANTAGE sponsored 3E AsiaPac meeting of 3E users. This meeting is hosted by the leaders for Thomson Reuters.

STATE RooM

14:30 – 14:45 Break

14:45 – 15:45

General InTereST worKSPace

3E for Enterprise CustomersRooM 2

How To Extend workspace and mobile To meet the Advanced and Unique Needs of Your firmRooM 6

3e MaTTerSPhere

The Power of EntitySTATE RooM

Utilities 3ERooM 4

matterSphere Overview and DemonstrationRooM 5

15:45 – 16:15 Break

16:15 – 17:15

General InTereST

Project Quality model and Project managementRooM 4

Trends in law firm business DevelopmentRooM 6

General InTereST 3e

Steal a look at Recent matterSphere Client Portal DevelopmentsRooM 5

Design Gallery Visual DesignerSTATE RooM

19:00 – 22:00 VanTaGe Gala reception and dinner Sponsored by Cosine Solutions

ZETA BAR, HILToN SyDNEy

lEARNiNG ZONEbe sure to stop by the learning Zone located in the Exhibit area for one-on-one instructions from your Thomson Reuters Services Team.

Learning Zone HourS

wednesday, 9 march 13:15 – 17:00

wednesday, 10 march 8:30 – 15:00

5

Vantage 2016 AsiA PAcific RegionAl confeRence • Sydney, 9 – 10 March

THURSDAY, 10 mARCH 20168:30 – 15:00 learning Zone and VanTaGe expo

9:00 – 10:00

General InTereST

Customer Advocacy and Global Support: make Your Voice Heard!RooM 3

xcelerate budgeting and forecastingRooM 2

3e MaTTerSPhere

managing Your 3E Upgrade

STATE RooM

3E Rates

RooM 4

matterSphere: what’s New and Statement of Direction

RooM 5

10:00 – 10:30 Break

10:30 – 11:30

General InTereST 3e

law firm Performance managementRooM 2

Design Gallery Tricks and TipsSTATE RooM

3E NotifyRooM 4

MaTTerSPhere BuSIneSS deVeloPMenT

matterSphere Document ProductionRooM 5

business Development Premier: what’s New and Statement of DirectionRooM 3

11:30 – 11:45 Break

11:45 – 12:45

General InTereST 3e

matter Planning – Staying on Track and on budget

RooM 2

what’s New in 3E framework

STATE RooM

3E fixed Assets

RooM 4

MaTTerSPhere BuSIneSS deVeloPMenT

matterSphere Client Portal 2RooM 5

Advanced Demonstration of business Development PremierRooM 3

12:45 – 13:30 networking lunch

13:30 – 14:30

3e

bizTalk Generic UploadsSTATE RooM

what’s New in 3E System AdministrationRooM 4

Support Tips and Tricks for 3ERooM 6

MaTTerSPhere BuSIneSS deVeloPMenT

matterSphere Asia Pacific User Group forum

RooM 5

How business Development Premier integrates with 3E, Enterprise, and workspace

RooM 3

14:30 – 14:45 Break

14:45 – 15:45

General InTereST 3e

who’s winning and why?RooM 5

3E Performance monitoringSTATE RooM

3E financial ReportingRooM 4

BuSIneSS deVeloPMenT

Advanced business Development Premier Data Engine (formerly ContactNet) Use CasesRooM 3

15:45 – 16:15 Break

16:15 – 17:15

3e MaTTerSPhere

Conflicts Q&A

STATE RooM

AP best Practices

RooM 4

The best of Australian Customisations for matterSphere

RooM 5

6

3e for enterprise customers Presented by cheng Kwee chua and robyn Geisler

Are you wondering how to start developing a strategy to move to 3E? This session will help you begin to develop a vision by identifying your business needs that drive 3E value. what are your current pain points? what are your critical business processes? what is your success criteria? This session will take attendees through a review of a checklist on what can be done today to prepare for your 3E implementation. The new Elite Conversion Engine (ECE) also will be discussed.

9 March, 14:45 – 15:45 rooM 2

Project Quality Model and Project Management Presented by Sue Macdonald

This session will cover the current Thomson Reuters Elite implementation methodology and Project Quality model. if your firm is preparing to implement or upgrade, join us as we review project phases, key events, and project management philosophies used. A new small to medium-sized firm implementation model developed in the region also will be presented.

9 March, 16:15 – 17:15 rooM 4

Steal a look at recent MatterSphere client Portal developmentsPresented by rebecca Painter, MoSMar

Join mOSmAR for a peek into some of their recent developments using the matterSphere Client Portal. This session will include a live demonstration of sample client portal sites across a range of legal processes. Come and see how to leverage your matterSphere investment to enable online interaction with your clients.

9 March, 16:15 – 17:15 rooM 5

Trends in law firm Business development Presented by david langdon

Join us as we take a look at how business development trends have changed in recent years. we will review the findings from a couple of regional surveys and discuss how law firms can make changes to maximise their business development potential.

9 March, 16:15 – 17:15 rooM 6

customer advocacy and Global Support: Make your Voice heard! Presented by Patrick hurley

learn about what the Customer Advocacy and Global Support Team has been up to over the past year to improve the customer experience for all of our clients. Join in a discussion on ways to continue to improve your experience in 2016 and beyond.

10 March, 9:00 – 10:00 rooM 3

xcelerate Budgeting and forecasting Presented by Jag dhariwal, olaP Vision

Join us for an introduction to xcelerate budgeting and forecasting, built for 3E and Enterprise customers. learn how xcelerate can help your firm protect profits with real-time budget insight and skyrocketing efficiency and accuracy. Come hear about new features, customer case studies, and exciting product roadmap announcements.

10 March, 9:00 – 10:00 rooM 2

law firm Performance Management Presented by Mark Beaman, wilson legal Solutions

Join wilson legal Solutions to learn how your firm can harness the power of wilson ideate Technology to drive performance management across your firm. wilson ideate’s persona-based dashboards allow you to quickly realise opportunities and maximise results for all roles across your firm. in addition, you can empower your firm with in-memory analysis and queries of Enterprise and 3E data using the ideate toolset.

10 March, 10:30 – 11:30 rooM 2

Matter Planning – Staying on Track and on Budget Presented by russ holmes, cosine

The Cosine matter Planning module provides the ability to build both simple and complex pricing scenarios. built on the 3E platform, it is tightly integrated with the billing setups, allowing users to estimate the scope of a matter, apply rate exceptions, propose rates for resources, and generate estimate documents for their clients. The reporting and notifications ensure that progress can be tracked and workflows allow for review and collaboration. See how the module can help your firm deliver on track and on budget.

10 March, 11:45 – 12:45 rooM 2

who’s winning and why? Presented by russell Schmidt, Peer Monitor

with clients becoming more emboldened to further disaggregate their legal needs, there is a selection of firms who are leading the market in capturing business. find out how they are making strategic changes within their walls and driving value to their client. we will review an analysis of the industry using the Peer monitor data which uncovered these changes and make predictions about the closing of the financial year.

10 March, 14:45 – 15:45 rooM 5

General InTereST SeSSIonS

7

how to extend workspace and Mobile to Meet the advanced and unique needs of your firm Presented by Mike walker

This session will provide a demonstration of the workspace and mobile Designer – the program used to create and customise the workspace and mobile user experiences. See how the Designer can be used to present and modify the information workspace presents from a number of systems to provide a consistent view and experience for the lawyer.

9 March, 14:45 – 15:45 rooM 6

worKSPace SeSSIon

8

The Power of entity Presented by Tina Pyselman

Explore the power of the 3E Entity and how it is used throughout 3E. Every person or organisation created in 3E is associated with an entity record first. The entity record contains data such as name, address, phone number, email address, and employee or government identification numbers. Once created, an entity is used as the basis of key 3E records called master files. master files include Clients, Timekeepers, Contacts, Payors, Vendors, and banks.

9 March, 14:45 – 15:45 STaTe rooM

utilities 3e Presented by amanda Mcegan

Explore the mysteries of the 3E Utilities and expand your knowledge of how to use them to maintain optimal 3E performance.

9 March, 14:45 – 15:45 rooM 4

design Gallery Visual designer Presented by Joseph Torres

Join us for a Design Gallery template developer’s dream come true: a deep dive into the Design Gallery Visual Designer.

9 March, 16:15 – 17:15 STaTe rooM

Managing your 3e upgrade Presented by dan northcott and lino Barilaro

Join us for a presentation that will outline the best practice approach to undertaking your 3E upgrades, lessons learned from recent client experiences, and a Q&A session to ask our team your upgrade questions.

10 March, 9:00 – 10:00 STaTe rooM

3e rates Presented by Tina Pyselman

Discover how 3E Rates can help your firm implement rate schedules to maximise profitability and remain competitive within the marketplace. we will discuss rate types, rate exceptions, and multidimensional rates. Discover tips and tricks for reviewing rate structures, making global rate updates, and reviewing rate logic using the Get Rate Calculator.

10 March, 9:00 – 10:00 rooM 4

design Gallery Tricks and Tips Presented by Joseph Torres

Discover how to efficiently design your Design Gallery templates. This session will explain some important tricks and tips to save you time and overcome some common problems.

10 March, 10:30 – 11:30 STaTe rooM

3e notify Presented by Suzette van heerden

3E Notify provides you with the information you need to quickly address problems within the firm or with clients by sending out email notifications when certain events occur. Notify event types are available for 3E billing, Trust, Accounts Payable, and General ledger processes. This session will provide an overview of the available notifications and the process for configuring these notifications.

10 March, 10:30 – 11:30 rooM 4

what’s new in 3e framework Presented by lino Barilaro

in this session, we will walk you through the exciting new features in the 3E framework, Utilities, and iDE since last year’s conference.

10 March, 11:45 – 12:45 STaTe rooM

3e fixed assets Presented by robyn Geisler

Are you managing your fixed assets outside 3E? find out how you can use this optional module and its integration with vouchers and Gl to better track your fixed assets.

10 March, 11:45 – 12:45 rooM 4

Biztalk Generic uploads Presented by amanda Mcegan

Discover how the new bizTalk Generic Uploads features in 3E 2.7.3 allow you to create some of your own uploads from CSV or Excel files.

10 March, 13:30 – 14:30 STaTe rooM

what’s new in 3e System administration Presented by Maurice Meezs

find out what is new in 3E system administration, including updates to the PSR, supported OS, and follow-me printing support.

10 March, 13:30 – 14:30 rooM 4

3e SeSSIonS

3e SeSSIonS

9

Vantage 2016 AsiA PAcific RegionAl confeRence • Sydney, 9 – 10 March

Support Tips and Tricks for 3e Presented by Matt hedin

Presented by members of the APAC Application Support Team, this session will provide a unique overview of some of the most commonly used features in 3E when troubleshooting and assisting with service requests and functionality questions logged by our clients.

10 March, 13:30 – 14:30 rooM 6

3e Performance Monitoring Presented by Justin farmer and Mike walker

Review the latest 3E performance enhancements. This session will cover the new multi-threaded Journal manager and Post message Queue, as well as changes to key processes such as Proforma Edit and Proforma Generate.

10 March, 14:45 – 15:45 STaTe rooM

3e financial reporting Presented by emma Maksimovic and Jag dhariwal

Since the launch of 3E financial Reporting last year, it has become an invaluable reporting tool for firms. find out why this new application has become so popular and why it’s the future for all of your firm’s financial reporting requirements.

10 March, 14:45 – 15:45 rooM 4

conflicts Q&a Presented by Tina Pyselman

Here’s your chance to ask our Application and Technical Consultant Team leaders your questions about Conflicts and learn more about standard product features and customisation options.

10 March, 16:15 – 17:15 STaTe rooM

aP Best Practices Presented by emma Maksimovic

in this session, we will walk through the features of Accounts Payable that should be set up as best practice. Attend this session to make sure you are getting the most out of your Accounts Payable module or to learn what Accounts Payable can do for you.

10 March, 16:15 – 17:15 rooM 4

10

Mattersphere overview and demonstration Presented by Peter Barnett

So, what is matterSphere? let us try to give you a taste of this powerful and far-reaching product in under an hour. learn how matterSphere is a front office tool, a case management system, a document management repository, and a whole lot more. All are welcome, but this is primarily a session aimed at matterSphere newcomers.

9 March, 14:45 – 15:45 rooM 5

Mattersphere: what’s new and Statement of direction Presented by Peter Barnett and adrian Tyrrell

Join us as we discuss a “year in review” since the last user conference and the upcoming enhancements for matterSphere. be one of the first to view the revised matterSphere user interface for the 7.0 release.

10 March, 9:00 – 10:00 rooM 5

Mattersphere document Production Presented by Peter Barnett

Come learn about the robust document production capabilities of matterSphere. You’ll see how they can be used to bring compliance and consistency to your firm’s document management process and boost your lawyers’ productivity.

10 March, 10:30 – 11:30 rooM 5

Mattersphere client Portal 2 Presented by rebecca Painter, MoSMar

matterSphere Client Portal gives your clients 24/7 access to their case data. They can view details about their matters, relevant documents, and collaborate with their lawyers. Attend this session for a demonstration of this easily configured, web-based solution.

10 March, 11:45 – 12:45 rooM 5

Mattersphere asia Pacific user Group forum Presented by Patrick hurley

Have you seen enough PowerPoint slides? Come to this forum and join the conversation as matterSphere users, and those looking for a new matter management solution, discuss their needs, successes, and challenges from an organisational, process, and technology perspective.

10 March, 13:30 – 14:30 rooM 5

The Best of australian customisations for Mattersphere Presented by Peter Barnett

Join us for a presentation of some of the most recent developments in the region, including the new binder and importer.

10 March, 16:15 – 17:15 rooM 5

MaTTerSPhere SeSSIonS

11

Business development Premier: what’s new and Statement of direction Presented by david langdon

Join us to view recently released features of business Development Premier such as Thomson Reuters People Profiles and Office 365 integration. learn about the current status of our Cloud initiative for business Development Premier. The Statement of Direction for the product line also will be presented.

10 March, 10:30 – 11:30 rooM 3

advanced demonstration of Business development Premier Presented by david langdon

Join us for an exciting, live demonstration of business Development Premier. This session will focus on the execution of a specific marketing strategy, including building, executing, and tracking a digital marketing campaign, generating pitches, and supporting lawyers through the mobile application.

10 March, 11:45 – 12:45 rooM 3

how Business development Premier Integrates with 3e, enterprise, and workspace Presented by david langdon and Terry Gibson

Join us to learn how leveraging 3E and Enterprise information within business Development Premier provides unique and powerful use cases to maximise marketing and business development activities.

10 March, 13:30 – 14:30 rooM 3

advanced Business development Premier data engine (formerly contactnet) use cases Presented by david langdon and Terry Gibson

learn about recent developments in the business Development Premier Data Engine as well as highly effective techniques to leverage firm relationships and corporate insights for strategic business development to drive significant revenue for your firm.

10 March, 14:45 – 15:45 rooM 3

BuSIneSS deVeloPMenT SeSSIonS

12

exhIBITorS/SPonSorS

chrome river Technologies5757 wilshire Blvd. Suite 270los angeles, ca 90036P: 888-781-0088www.chromeriver.com

Chrome River provides expense reporting and invoice automation for law firms and professional services organisations that increases operational efficiency and drives down costs. Get immediate payback with no hardware, software, or long-term commitment.

cosine Solutions10G fenton St.Mt edenauckland 1024new ZealandP: +64275517115www.cosine.co.nz

Cosine has a proven history as the 3E Technical Services Partner in the Asia-Pacific region. They offer several add-on modules built using the 3E platform, including matter Pricing/Planning and billing workflows.Gold SPonSor: Gala/dInner

fraedomlevel 105 Queens roadMelbourne, VIc 3004australiaP: +613 8633 8000www.fraedom.com

fraedom provides cloud-based technology helping organisations better manage their business spend. Our solutions help control all indirect b2b spend from travel and expenses through to procurement, marketing, and facilities costs—using just one platform.

Globalx legal Solutionslevel 6, west Tower, cathedral Square410 ann Street Brisbane, Qld 4000australiaP: 1300 885 662www.globalx.com.au

Australia’s largest provider of settlement services to practitioners, GlobalX legal Solutions enables Elite users to make integrated, matter-based property, business, and individual searches and to seamlessly establish manual or electronic property settlement bookings direct.

InfoTrack Pty ltdlevel 8, 135 King StreetSydney nSw 2000australiaP: 0402828186www.infotrack.com.au

infoTrack provides a premium searching service. we have over 6,800 users accessing our integration across 14 different practice management systems and have 18,000 orders placed daily via our integrated systems. Read our integration testimonials: www.infotrack.com.au/integrationBronZe SPonSor: PenS and BaG InSerT

Janders dean1 Primrose Streetlondon ec2a 2exunited KingdomP: +44 7807 398 620www.jandersdean.com

Janders Dean is the world’s leading legal industry management consultancy. Our team of global experts specialise in providing service delivery and operational advisory services to law firms and corporate in-house legal departments.non-ParTner exhIBITor

13

Vantage 2016 AsiA PAcific RegionAl confeRence • Sydney, 9 – 10 March

MoSMarSuite 2241 Katherine Streetchatswood nSw 2067australiaP: 0419609906www.mosmar.com.au

with more than 19 years of experience, mOSmAR has an in-depth understanding of legal business processes and current technology. we are the primary matterSphere consulting partner in Australia with extensive experience in document automation solutions.SIlVer SPonSor: conference GIfT

olaP Vision5255 yonge StreetSuite 905Toronto, ontario M2n 6K8canadaP: 888-250-8991www.olapvision.com

we specialise in financial and practice management solutions for law and professional services firms. Our product xcelerate budgeting & forecasting, delivers real-time business intelligence into your firm’s performance. we also offer Clarity, Prolaw services.BronZe SPonSor: noTePadS and BaG InSerT

SaI Globallevel 3, 355 Spencer Street west Melbourne 3003australiaP: 03 8669 2329www.saiglobal.com

SAi Global’s Property Division is Australia’s largest provider of property services and information. As one of the largest providers of commercial information, we help our clients manage the process and risks associated with property transactions.

Thomson reuters610 opperman drive eagan, Minnesota 55123united StatesP: 612-812-8547www.peermonitor.thomsonreuters.com

Peer monitor is a dynamic live benchmarking program that provides real-time economic data that allows you to compare your firm against chosen peers with details for practice performance.Gold SPonSor: naMe BadGeS

wilson legal Solutionsnew Broad Street house35 new Broad Streetlondon ec2M 1nhunited KingdomP: +44 7734 752873www.wilsonlegalsol.com

wilson legal Solutions specialises in 3E, Enterprise, bi, Design Gallery, and intapp services, including our wilson Analytics Professional software, a business intelligence solution for ad hoc queries, analysis, and dashboard visualisation of law firm data.PlaTInuM SPonSor: PlaTInuM SPeaKer and BaG InSerT

worldox266 harristown roadSuite 266Glen rock, nJ 07452P: 201-444-3228www.worldox.com

worldox® GX4 has been redesigned with the revolutionary Active Profiling® technology for ease of use and automation. Effortlessly manage, share, and access all of your digital content.

Thomson reuters elite160 blackfriars Road Southwark london, SE1 8EZ United kingdom

elite.com

© 2016 Thomson Reuters Elite. All rights reserved. Proprietary and confidential information of Thomson Reuters Elite. Disclosure, use, or reproduction without the written authorisation of Thomson Reuters Elite is prohibited.The Thomson Reuters Elite product names used throughout are registered trademarks and belong to Thomson Reuters Elite. All other trademarks and registered trademarks are the property of their respective owners.