Firm Directory - 2015 New Features

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The Firm Directory March 2015 neudesicpulse.com/legal Powered by Neudesic Pulse

Transcript of Firm Directory - 2015 New Features

Page 1: Firm Directory - 2015 New Features

The Firm Directory March 2015

neudesicpulse.com/legal

Powered by Neudesic Pulse

Page 2: Firm Directory - 2015 New Features

About Neudesic

•  Private company with 11+ years

•  Over $100M in revenue

•  15 offices located globally

•  700+ consultants with an additional 200+ offshore consultants

•  More than 600 clients, 200 using Neudesic products (software)

•  Client engagements ranging from $50K to $50M

About the Company

•  Gartner “Cool Vendor” and Magic Quadrant for “Social Software in the Workplace” and “ESB” for 2013 & 2014

•  Forrester Top Performer (Neudesic Pulse) for 2013 & 2014

•  Inc. 500 Fastest Growing Company in the U.S.

•  CRN Magazine Top Solution Provider

Recent Recognition

•  Award winning Managed Gold Partner, ISV and National Service Integrator

•  78% delivery force is senior-level, with Microsoft MVP and vTSP recognition

•  Gold competency in 7 practice areas

•  Active participant in Technology Adoption Programs (TAP)

Microsoft Partner

Dedicated Solution Areas: Applications and Systems Integration � Business Intelligence � Cloud Computing � Custom Applications Development � Customer Relationship Management � Enterprise Mobility � Managed Services � Portals & Collaboration � User Experience

©2015 Neudesic 2

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“As one of our 2014 Hot Vendors in knowledge and collaboration, Neudesic Pulse is helping users work more efficiently and effectively.”

©2015 Neudesic 3 The Forrester Wave™: Enterprise Social Platforms, Q2 2014 – June 5, 2014

“Neudesic Pulse places focus on integration to drive vertical processes. Pulse is designed to leverage the full value of a pure on-premises solution.” “Pulse also offers deep integration with Microsoft SharePoint for organizations looking to provide best-in-class social in an on-premises model.” “Pulse shines in an on-premises environment where deep and meaningful line-of-business integration, supported by a strong professional services offering is required.”

Neudesic Pulse was included in Gartner’s Magic Quadrant and Critical Capabilities for Social Software in the Workplace for 2013 and 2014.

Best in Class 360° Profiles with SharePoint Integration

Forrester

Gartner

Aragon Research

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Overview

Elegant, Secure, Expertise Location

Maximize your Partner lateral moves by:

•  Increasing speed to access to knowledge

•  Increasing speed to access relationship capital

•  Reducing communications costs

Increase revenue and cross-selling opportunities

Deploy fee earners more effectively to increase revenue

Deploy associates more effectively and increase cross-training opportunities

©2015 Neudesic 4

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SharePoint

©2015 Neudesic 5

Turn-key Firm Directory that provides

immediate value SharePoint

Extend SharePoint with our web parts to include:

•  Profile, Skills and Endorsements

•  Bar Admissions and Court Affiliations

•  Biography and Employment History

•  Projects, Clients, Billing Rates and Industries

Leverage SharePoint search with out of the box Business

Connectivity Services support

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Profiles

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Reader friendly and interactive

Capture key information about your Associates, Counsel, Partners, and Managing Partners in an easy to read and navigate environment that includes:

•  Biography and Employment History

•  Skills and Expertise

•  Bar Admissions, Court Affiliations

•  Projects and Clients

•  Billing Rates, Industries

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Mobile

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Access people and knowledge anywhere

The Firm Directory includes:

•  Mobile web application

•  People finder

•  Click to dial

•  Skills, Experience and Education

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Skills

©2015 Neudesic 8

Familiar and easy to use

Surface relevant skills and expertise by:

•  Self declaring, self-rating and suggesting skills

•  Endorsing colleagues

•  Appointing expert

•  Centrally managing your skills taxonomy

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Office Map

©2015 Neudesic 9

Office Map

Easily locate people within various offices:

•  Available on all profiles

•  Maps are defined by building, floor, and room

•  Import from Active Directory, Data Table, or File

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Profile Approval Workflow

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What is it?

A moderation engine that allows marketing and

business development to monitor and approve profile

content prior to publication. This can include

employment history, key clients, skills or any other

profile content.

Additional Benefits

Profile Approval Workflow may serve as a notification

solution for marketing to ensure that other systems,

such as the public website, receive timely updates.

Monitor and approve of profiles prior to publication, with field-level controls and approval workflows.

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People Pivot

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What is it?

Quickly navigate between profiles based on shared

information such as Education, Bar Admissions and

Judge Clerkships. People Pivot allows you to view

profiles without losing search criteria and results.

An example

While viewing Lene’s profile, you notice that she has

Southern District of New York bar admission. You might

want to quickly see all people with the same admission.

People Pivot allows you to click the bar admission and

quickly see who is similar in that respect. Build a list of people with shared or similar criteria and then navigate quickly through their profiles.

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Diversity Management

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What is it?

An additional level of security that allows firms to

store sensitive diversity information such as race

and gender. This information may then be used for

reporting by human resources.

Store and report on law firm diversity management with special controls and access for HR or other functions.

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Profile Printing

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Profile Printing

Accommodate the paper-based culture during

mark-ups and revisions

Used for attorney review when marketing is building

a pitch or matter team.

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Experience Finder

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Supports new discovery scenarios

•  Filtering

•  Key information such as Bar Admissions,

Education, and Language

•  Key contact information

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Role Based Search

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What is it?

Control which filters are available to specific people

from the search page. For example, you may wish

to allow everyone to search by Practice or Office

Location, whereas only an HR Manager may search

by Home Address.

Limit access to certain information by controlling which filters are available to specific people or groups.

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SharePoint Search

©2015 Neudesic 16

Turn-key Firm Directory that provides

immediate value SharePoint

Leverage your SharePoint Enterprise Search

investment with:

•  Complete profile synchronization

•  Out of the box BCS Connector

•  Configurable search facets

•  Custom Hover Panel for Profile snapshot

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Badges

©2015 Neudesic 17

Increase firm engagement

Build your firms culture and engagement with:

•  Custom badges with security and visualization options

•  System generated awards based on backend

systems

•  Drive specific behaviors (prompt time entry)

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Skills and Badge Tracking with Built-in Dashboards

©2015 Neudesic 18

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Profile Designer

©2015 Neudesic 19

Drag and drop profile designer

Create the profile you want with:

•  Drag and drop profile section editor

•  Custom sections that pull from external systems

•  A library of pre-defined widgets