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Firm Directory - 2015 New Features
Transcript of Firm Directory - 2015 New Features
The Firm Directory March 2015
neudesicpulse.com/legal
Powered by Neudesic Pulse
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
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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
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
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SharePoint
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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
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
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
Skills
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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
Office Map
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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
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.
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.
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.
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.
Experience Finder
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Supports new discovery scenarios
• Filtering
• Key information such as Bar Admissions,
Education, and Language
• Key contact information
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.
SharePoint Search
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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
Badges
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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)
Skills and Badge Tracking with Built-in Dashboards
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Profile Designer
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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