Jan 31, 2017 version · 2017-02-01 · 1 : 0 0 p m – 3 : 0 0 p m 3 : 1 5 p m – E5 : 1 5 p m 1 1...

Jan 31, 2017 version

http://www.thomsonreuters.com/

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

11:45 am – 12:45 pm

CurriculumThe following is the most current VANTAGE 2017 Worldwide Conference curriculum (updated on Jan 31, 2017). New sessions will be added over the next

few weeks. Be sure to bookmark this web page and revisit for the most current schedule.

For our ProLaw and Legal Tracker clients, we have designed two two-day conferences, ProLaw Summit at VANTAGE and Tracker Summit at VANTAGE,

that include all ProLaw and Legal Tracker sessions. Please visit ProLaw Summit schedule or Tracker Summit schedule for details.

All VANTAGE Worldwide sessions and tutorials qualify for CPE credit.

Sessions are listed as follows:

General Interests

Insights & Outlooks

Business Development

Enterprise

Enterprise to 3E

3E

Schedule grid:

A schedule quick reference grid is located after the sessions list. Jump to the schedule grid »

GENERAL INTERESTS

MONDAY, JUNE 5, 2017

Common E-Billing Mistakes Managers Should Know About and How to Assist inCorrecting Them

During this tutorial our experts will show you common mistakes e-billers make, causingdelays in e-billing as well as rejections. We will also help you �nd simple solutions toassist your e-billers to eliminate those mistakes. TUTORIAL

E-Billing Best Practices for E-Billers and Managers

During this tutorial our experts will show you best practice reports and best practice e-billing processes to ensure your e-billing team is ebilling e�ciently. TUTORIAL

TUESDAY, JUNE 6, 2017

Design Gallery Roadmap

Many exciting things are happening with Design Gallery. Come see where the productis going by geting a glimpse at our roadmap of new functionality planned for futurereleases.

http://www.elite.com/exchange/vantage/uc17/prolaw-summit-schedule/

http://www.elite.com/exchange/vantage/uc17/tracker-summit-schedule/

3:00 pm – 4:00 pm

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

Design Gallery v3 in Action

Design Gallery version 3 is a major release whichincludes fundamental changes to how documents arecreated and distributed. Join us for a detailed demothat will guide you through the new v3 experience.You will see how you can take control of your entiredocument automation processes and do things notpossible with v2.

Data Visualization with Microsoft's Power BI

Power BI is part of Elite's Business Intelligence strategy.Take advantage of our BI solutions to leverage thevarious components of Power BI. You'll get a jump starton how to create insightful reports and dashboardsthat can empower �rm management to makeimpactful, and pro�table, decisions.

WEDNESDAY, JUNE 7, 2017

eBillingHub User Group

Join an open discussion between eBillingHub users,service managers, support and operations about bestpractices, implementations, and more. TUTORIAL

Improve Your Bottom Line with Matter Management

Today's law �rms serve increasingly sophisticatedclients who expect alternative fee arrangements ratherthan traditional pricing. Additionally, law �rm leaders -eager to protect pro�ts and reduce legal and businessrisk - now prioritize process improvement and mattermanagement solutions to improve legal work productdelivery. In this new normal, MatterSphere has becomean invaluable tool as law �rms. Get a taste of thispowerful and far-reaching product in this session.Learn about MatterSphere as a front o�ce tool, a casemanagement system, a document managementrepository – and a whole lot more. TUTORIAL

Moving from Document Studio to Design Gallery

Thinking about moving to Design Gallery? In thissession, we will discuss all of the key items you needto know about moving to Design Gallery v3 fromDocument Studio. We’ll cover everything about theupgrade path, from solution development, to serverset up and con�guration. TUTORIAL

3E and MatterSphere: Enhance Your New Business Request Process – and ManageMore than Just Con�icts!

Come see how MatterSphere, paired with 3E, provides the smooth and e�cientbusiness request process your lawyers and secretaries demand. You'll also learn aboutadditional key integration points between 3E and MatterSphere and how they canwork together to make your practice run more smoothly.

Matter Management: What's New and ProductRoadmap

Join us for a year-in-review discussion coveringmatters or questions that have come up since the lastuser conference. We’ll also highlight what’s coming inthe future MatterSphere roadmap.

Troubleshooting a Design Gallery Environment

Why didn’t that invoice generate? Where’s my print job?These are common questions asked by Design Galleryusers. In this session, we’ll discuss a range of conceptsaround how to best troubleshoot your Design Galleryenvironment.

Building a Better eBillingHub: Why? When? How?

A look at the long-term roadmap plans foreBillingHub, including the next-gen version of thebilling solution - Project Livewire. TUTORIAL

MatterSphere Developer Productivity andCustomization Examples

This session is for IT leaders looking to take their �rm'se�ciency to the next level. The MatterSphere 7.2release will be demonstrated, showcasing new featuresthat sign�cantly boost MatterSphere developerproductivity. TUTORIAL

4:45 pm – 5:30 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

Introduction to Design Gallery Processes

With Design Gallery v3 we introduced processes toprovide �exible control over your document anddistribution requirements. In this session we’ll coverhow processes work, how to create them, and how tomaximize their use. TUTORIAL

Our Journey with MatterSphere: A Firm's Story

Join a law �rm for a discussion on what led them to select MatterSphere and how thesystem is now helping practices and lawyers at the �rm work better.

THURSDAY, JUNE 8, 2017

Working Together for a Better eBillingHubEcosystem

Come learn about the steps that eBillingHub is takingto partner more closely with Time and Billing Systems,Corporate Client Vendors and other applicationproviders to improve your overall e-billing experience.

Using Design Gallery’s Visual Designer

In this session we will provide a general introductionon how to use Design Gallery’s MS Word-like designtool, Visual Designer. In addition, if you have alreadylegacy components in Design Gallery written in XSLcode, this session will also look at taking these XSLcomponents and migrating them into Visual Designermaking them easier to modify in the future.

The Lawyer Desktop: Workspace and Elite Mobile Demonstration and Overview

View a live demonstration of how lawyers can get their job done using an intuitive userinterface that seamlessly brings together 3E, MatterSphere, and BusinessDevelopment Premier data. You'll learn how you can empower your lawyers withautomated client insight, let them access documents and enter time on the go, interactwith 3E processes, and more.

Workspace and Mobile: What's New and Product Roadmap

Come �nd out where Elite is and where it's going with Workspace and Mobile – thelawyer user experience that brings together 3E, MatterSphere, Business DevelopmentPremier, and other applications within your �rm.

eBillingHub: Going Native in Microsoft Azure

Have a look at the Cloud technology underlying thefuture of eBillingHub, the new features it will enable,and how it will impact your law �rm.

How to Extend Workspace and Mobile

Learn how to go beyond out-of-the-box Workspaceand Mobile options, and customize them to meet your�rm's unique requirements. This session provides adetailed demonstration of how to con�gure andcustomize the web and mobile user interfaces, and theElite Integration Framework Data Sync.

Workspace and Mobile: Under the Hood

This deep dive session takes you under the hood of Elite Integration Framework,Workspace, and Mobile. You'll get an in-depth perspective of the architecture of eachcomponent and their capabilities such as bi-directional data syncing, data on the go formobile use cases, PowerBI.com integration, time entry, and 3rd party applicationintegration. It is all possible!

4:15 pm – 5:15 pm

9:00 am – 10:30 am

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

Elite Integration Framework Data Sync: How to Implement Bi-Directional Syncs withElite and 3rd Party Applications

This is an in depth technical overview explaining how to implement bi-directional dataintegrations between Elite products such as 3E and MatterSphere, and also 3rdy partyapplications.

INSIGHTS & OUTLOOKS


Next-Level Data for the GC and CFO

More e-billing and matter data are available than ever before for GCs, law �rm CFOs,and their teams. How is the data boom helping or hindering your teams today, andwhat new opportunities or challenges do you expect in the future?

Cyber Security Arms Race

Preparing for major security risks – such as cyber terrorism, data privacy, reputationalimpact – has never been more important. How ready is your �rm? Come �nd out whatit takes to overcome today's security risks.

Cloud on the Horizon

Over 40% of law �rms expect that a quarter or more of their technology will be in thecloud in 1 - 3 years. Join this session to �nd out how the Cloud can �t into your �rm’stechnology roadmap.


Lean Legal: Evolution or Revolution?

Find out how today's �rms are streamlining processes and boosting revenue. Thissession covers how corporate legal departments and law �rms are changingprocedures and technology to cut costs and drive productivity, and see how fast thischange is taking place.

The Intelligent Law Firm

What types of business intelligence do your lawyers and C-levels rely on most today?Come for a discussion on BI resources and the cost of missing timely and accuratedata on your �rm's decision making, and your revenue.

Business Development Balancing Act

Relationships are still key but no longer the primary factor for creating client loyalty.How can law �rms strengthen client relationships and show more value at the sametime? Come learn how technology can be used to increase your value to your clients.

Information Technology Mosaic

This session covers the business impact and implications of the increasing complexityin law �rms’ IT environments.

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

4:45 pm – 5:30 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

BUSINESS DEVELOPMENT


Breaking Down Data Silos for Full Business Development Transformation

Many �rms struggle to leverage information captured across disparate applicationssuch as Exchange, Time and Billing systems, and external client and prospect datasources. Join us for a live Business Development Premier demonstration to see howautomated data centralization can transform your business development capabilities. TUTORIAL

5 Key Technology Trends in Business Development

Exciting technological innovations are happening with Azure, Dynamics 365, Big Data,Social Integration, and Business Intelligence. Join this session to learn about thebene�ts of these technologies and how Business Development Premier plans toleverage them.

Managing Organizational Change to Maximize BD Success and Firm-wide Adoption

Having a successful CRM program is about much more than technology. Join us for adiscussion on Organizational Change Management (OCM) best practices forsuccessfully implementing Business Development Premier and boosting engagementwithin your �rm.

2017 Legal Marketing and Business Development Trends and Dynamics

The importance of list management and email marketing is widely recognized in legalmarketing. How are today's �rms raising the bar to achieve even more? This sessionhighlights the current legal marketing and business development trends. Livedemonstrations illustrating how the trends can be applied in Business DevelopmentPremier will be given. TUTORIAL

Managing Your CRM Universe to Maximize Relevance and Impact

Accurate and complete contact data is imperative to the success of both internal �rmadoption and external contact engagement. Join this session to learn best practices forusing Business Development Premier's administration features to manage thebreadth, relevance and quality of your CRM data.


Business Development Premier: What's New and Product Roadmap

What's new with Business Development Premier and where is it headed? The ProductManagement team will highlight the most exciting features released over the past yearand provide insights into the future roadmap direction, including the new BusinessDevelopment Premier Cloud release.

Business Development Premier: Why Cloud?

Cloud is one of the hottest trends in legal IT, and Business Development Premier isevolving to stay on the cutting edge. Join this session to learn how BusinessDevelopment Premier is leveraging Cloud technology. We'll also discuss theadvantages this technology provides for Cloud customers.

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

4:15 pm – 5:15 pm

Comprehensive Prospect and Client Intelligence: It Only Takes an Email

Business development success is largely dependent upon lawyer relationships, butlawyer engagement can be a challenge. Learn how Business Development Premierenables you to access and leverage automated comprehensive intelligence by"gathering the bread crumbs" from your lawyers' daily email use.

Cross-selling in Practice: Relationships + Experience = Opportunity

Identifying opportunities for cross-selling can be a challenge, particularly for �rmsorganized by practice groups. This session focuses on frequently encounteredchallenges and the strategies for overcoming them, both technically andorganizationally.

Business Development Premier: Time and Billing Integrations

Join us to learn how leveraging Time and Billing information within BusinessDevelopment Premier provides unique and powerful use cases to maximize marketingand business development activities. You'll learn how lawyers can view clientintelligence, manage marketing lists, view �rm experience, record their time, and viewclient and practice management reports in a single place — Workspace. There will be ademonstration of how BDP has been incorporated into the Workspace system.

BDP's Greatest Hits – Popular Con�gurations and Customizations

Every �rm has unique needs and work�ows. Join this session to see use cases in whichclients have used Business Development Premier's various con�gurations andcustomization capabilities to maximize its business value.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

11:45 am – 12:45 pm

2:00 pm – 3:00 pm

ENTERPRISE


Enterprise Interim Billing Best Practices

Join us for an extensive look at the Enterprise InterimBilling feature (a.k.a., Fixed Fee or On Account Billing).Interim billing enables your �rm to render invoiceswithout relieving work-in-progress. As unallocatedcredits reduce accounts receivables, interim balancesreduce unbilled time and costs. This tutorial will covereverything from setups, to transactions, to the impacton statistics and reporting. TUTORIAL

Maintaining and Supporting Document StudioTemplates and Environment

Most customers use the basic features of DocumentStudio, but few use it to its full potential. In this session,we’ll walk through several advanced concepts inDocument Studio, including dynamic subdocreferences, macro execution, IFT repeatability andmany other topics. TUTORIAL

Enterprise Flat Fee Billing Best Practices

This tutorial provides an in-depth review of the setup,use, process �ow, and reporting for implementing �atfee billing in Enterprise. TUTORIAL

Understanding Enterprise Framework Tools andScreen Customizations

Join us for an in-depth look at the Enterprise Toolsmenu functions and how they can be used to enhanceand customize the Enterprise experience for yourusers. This tutorial will focus mainly on the functionsthat impact the user interface, including DataDictionary Manager, Message Manager, LabelPreferences, Query Builder, Multi Query Builder, andTree View Editor. We also will explore the bene�ts ofusing Visual Basic for Applications (VBA) to extend thefunctionality of Enterprise applications by customizingscreens to streamline processes as well as to securedata. You will learn how to move certain �elds fromone screen to another for the �rm, group, or individual,and how to secure information by either disabling a�eld or even removing it. TUTORIAL


Enterprise Multipayor Best Practices

What is multipayor billing? What is the the best way to use it? Join us for an explorationof how multipayor works, the bene�ts, and the impact on statistics and reporting.

Enterprise Write-ups and Write-downs Best Practices

Join us for an in-depth review of the various write-up and write-down options availablein Enterprise. Discover how these transactions �ow through the system in terms ofrealization and postings, and learn about their impact on statistics and reporting.

Enterprise Con�icts Manager 3.10 and 3.11Enhancements Review

In this session, we will review the enhancementsdelivered in the Enterprise Con�icts Manager 3.10and 3.11 releases.

Paperless Proforma for Enterprise and 3E

We will discuss making the transition from theEnterprise version to the 3E version of PaperlessProforma. Attendees will get a sneak peek at 3EPaperless Proforma and a roadmap tour into thefuture of Paperless Proforma.

3:00 pm – 4:00 pm

4:30 pm – 5:30 pm

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

Enterprise Favorite Features

Join Elite subject matter experts to hear about some of their favorite features. This is aperfect session to learn how to become more e�cient with the system and businessprocesses.

WebView 5.5 and 5.6 Enhancement Review

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6releases.


Enterprise Billing Manager 3.10 and 3.11Enhancement Review

In this session, we will review the enhancementsdelivered in the Enterprise Billing Manager 3.10 and3.11 releases. TUTORIAL

Enterprise AP/GL 3.10 and 3.11 Enhancement Review

In this session, we will review the enhancementsdelivered in the Enterprise Financial Manager (AP/GL)3.10 and 3.11 releases. TUTORIAL

Paperless Proforma Customizations for Beginners

Customizing Paperless Proforma can be a dauntingtask. Come learn about customizing Paperlessyourself by modifying lists, details screen, usersecurity, and much more.

Extend Best Practices and 3.11 Enhancements Review

Come and learn about the customization capabilitiesavailable with Enterprise Extend. Learn how tocustomize standard events to tailor them to your �rm’sneeds, and gain a better understanding of theenhancements included in the 3.11 release. Previousknowledge of Extend is strongly recommended.

Tips and Tricks in Enterprise Credits

In this session, we will share tips and tricks in Credits to help maximize your use of theapplication. Our focus will be on lesser-known options, so you'll be sure to learnsomething new!

Enterprise Data Mining Tips and Tricks

Discover useful tips and tricks for mining data in Enterprise, including billing inquiryand standard reports by topic or need. TUTORIAL


Enterprise Progression

Join our Product Management team for a review ofthe Enterprise Progression, including the highlights ofthe Enterprise 3.11 release.

Volume Discounts and Alternative Fee Arrangements:How and When to Use Them

Today's clients are asking for new large volumediscounts and alternative fee arrangements, in additionto all of the rate structures. Come �nd out how to usethe 3E volume discounts and alternative feearrangements and see how to make them work foryou.

Enterprise Records Manager 3.10 and 3.11 Enhancements Review

In this session, we will review the enhancements delivered in the Enterprise RecordsManager 3.10 and 3.11 releases.

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

Enterprise Data Warehouse Reporting

Data Warehousing in Enterprise provides an easymethod of combining data from across managementreports into a single, easily modi�ed, �nal report. Byselecting the Data Warehousing option whengenerating a standard report in the Enterprisesystem, the report creates a table of data that isaccessible through report writer applications. In thissession, using standard Enterprise Data Warehousereports, you will learn how to set up Excel tocommunicate with these Enterprise tables to retrieveinformation from them for reporting.

Paperless Proforma for 3E

Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future of PaperlessProforma.

Enterprise Split Billing Best Practices

What is split billing? What is the the best way to use it? Join us for an exploration ofhow it works, the bene�ts, and the impact on statistics and reporting.

Enterprise Billing Rates Best Practices

With complex rate demands and exceptions on the rise, this session will help you gaina better understanding of the hierarchy of standard and alternate billing rates andoptions.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

11:45 am – 12:45 pm

2:00 pm – 3:00 pm

3:00 pm – 4:00 pm

4:30 pm – 5:30 pm

ENTERPRISE TO 3E


Meeting Legal Business Requirements: Transitioningto 3E Rates

Join us as we compare and contrast rate functionalitybetween Elite Enterprise and 3E. We will examinetimekeeper, cost, and exception rates. We'll alsodemonstrate a few rate scenarios. TUTORIAL

Understanding the Enterprise to 3E ConversionProcess

Join us as we discuss the Enterprise to 3E conversionprocess. Topics covered will include: Elite’s role versusthe �rm’s role, what you can do to prepare,understanding what Elite covers, what to expect fromeach conversion, and understanding the DataValidation process (i.e., LDR, Data Validation and UAT). TUTORIAL

Transitioning to 3E: Advanced Multicurrency

Explore the ease with which 3E handlesmulticurrency, from sub-ledgers to GL. This sessionwill focus on the similarities and di�erences of themulticurrency framework, currencies conversion, andsupportive reporting features in Enterprise and 3E.We will also walk through added feature sets likeexplicit currency, realized/unrealized FX, and theunlimited currency rate types available in 3E. TUTORIAL

Readying Your Enterprise Data for a 3E Conversion

Are you wondering what you can do today with yourEnterprise data to prepare for a successful conversionto 3E? In this tutorial, we will focus on the elementsrequired for a successful data conversion to 3E whilekeeping an eye on current operations in Enterprise.You'll learn about data integrity processes, tips andtechniques on data clean-up, and best practices thatprepare your data for migration. TUTORIAL


Making the Transition to 3E AP and Reporting

Join us as we compare Enterprise Accounts Payable to 3E AP, including reporting.

Moving from Enterprise to 3E Records

Planning to make the move to 3E soon? Come take a closer look at the similarities anddi�erences between Enterprise Records Manager and 3E Records.



What are the Business Bene�ts of Moving to 3E?

Join our experienced team as they lay out the businessbene�ts and transformative aspects of 3E.

Enrico's Top 10 Reasons to Move to 3E

In this session, we'll go over some Enterprise favoritefeatures that are even better in 3E!

Data Structures: Tables Versus Archetypes andFramework

Join us as we compare the Enterprise data structuresto 3E. You'll get an overview of the 3E data structureset and see how it di�ers from Enterprise.

Technical Infrastructure: Understanding the 3E Product Systems Requirements

Join us for a stem-to-stern review of the 3E Product System Requirements (PSR).

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm


Dollars and Sense: Your 3E Business Plan

Are you wondering where to start with your 3Ebusiness plan and how to sell it internally? Comelearn from Elite account executives what has workedfor other clients on their path to 3E. TUTORIAL

Moving to 3E: Fundamentals of Changes in Masking

Join us as we compare Enterprise and 3E masking. Youwill learn how masking can be utilized, and improvedupon, in 3E. TUTORIAL

Making the Move with 3E Setups

Join us as we discuss improvements to the setupprocesses between Enterprise and 3E. 3E o�ers muchmore �exibility and control over the impact of setups.We will review enhancements in application andmaster �le setups like statuses, o�ces, anddepartments. Additionally we'll discuss VB Options vs.Overrides, Set System options, and �nally ControlPanels vs Financial Controls. TUTORIAL

Migrating From Enterprise to 3E with eBillingHub

When taking on a project like transitioning from Enterprise to 3E, it's easy to overlookthe potential impact on your e-billing process. Join us as we discuss what the processentails from the eBillingHub perspective and hear testimonials from customers whohave already completed the migration.

Enterprise to 3E Security

This session will provide an overview of Enterpriseand 3E security models, focusing on their similaritiesand di�erences. We will introduce and suggest waysto evaluate how to transition between the twomodels.

Learn From Your Peers: Anatomy of an Enterprise to3E Conversion

Are you interested in hearing about an Enterprise to 3Econversion from a customer who has recently gone liveon 3E? Join us for a review of the process theyfollowed, the challenges they experienced, and thee�ciencies they gained.

Today Versus the Future: Advanced BillingArrangements

Join us while we explore how 3E and Enterprise di�erwhen handling advanced billing arrangements,including multi-payor, splits, �xed fee, volumediscounts and alternative fee arrangements. TUTORIAL

Making the Change with Reporting

Join us as we compare Enterprise Reporting to 3E. TUTORIAL

Implementation Readiness Services Overview

Are you wondering how to start developing a strategyto move to 3E? This tutorial will help you to develop avision by identifying the business needs that drive 3Evalue such as your current pain points, criticalbusiness processes, and success criteria. We will takeyou through a combined technical and applicationsession, including a review of a checklist on what canbe done today to prepare for your 3Eimplementation, while still delivering value inEnterprise. TUTORIAL

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm



Join our Product Management team for a review ofthe Enterprise Progression, including the highlights ofthe Enterprise 3.11 release.

Volume Discounts and Alternative Fee Arrangements:How and When to Use Them

Today's clients are asking for new large volumediscounts and alternative fee arrangements, in additionto all of the rate structures. Come �nd out how to usethe 3E volume discounts and alternative feearrangements and see how to make them work foryou.

General Ledger and Reporting

Join us as we discuss the similarities and di�erencesbetween Enterprise General Ledger and 3E.

I Want My UDF! Custom Fields in 3E

In this session, we will talk about how to handle UserDe�ned Fields (UDFs) during your move to 3E. We'llcover best practice considerations for looking atexisting �elds or creating custom �elds in 3E - inaddition to discussing how this impacts yourconversion and template development.

Con�icts

Considering moving to 3E soon? In this session, wewill compare Enterprise Con�icts Manager and 3ECon�icts and review the bene�ts of 3E.

Prepare to Launch: Know Your Customizations andData Requirements

When replacing a core business system, you need toknow what your current customizations are – and whatbusiness bene�ts they provide – to ensure thoserequirements continue to be met. This session willassist you in identifying your current customizationssuch as integrations, reports, UDFs, and informationdistribution. Additionally, we'll cover how to get ahandle on customization requirements in the newsystem.


Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future ofPaperless Proforma.

Look and Feel: The Major Di�ences betweenEnterprise and 3E

Learn the advantages of using dashboards in 3E vs. theEnterprise Navigation Tree The business concepts andmany of the processes translate beautifully. We willwalk through commonly used Enterprise features liketimekeeper, client matter, time, data searching,keyboard shortcuts, and calendars. Lastly, we'll demo3E's equivalent features.

Making the Progression with Proformas and Bills - Part I

Join us as we discuss the similarities and di�erences in the billing process betweenEnterprise and 3E.

Should I upgrade Enterprise or move to 3E?

This session goes over the pros and cons ofupgrading Enterprise to its latest version versusstarting the progression to 3E project.

Making the Progression with Proformas and Bills -Part II

Join us for part two of our discussion on the similaritiesand di�erences in the billing process betweenEnterprise and 3E.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

3E


Building Dynamic Work�ows in 3E

Make Work�ow work for you in 3E! Work with an Eliteresource to learn how simple it is to build a basicwork�ow within the system. Bring your "how to"questions to this tutorial. TUTORIAL

Billing Rules: Build Billing Validations that Meet ClientRequirements

This 3E feature provides a solution for �rms to selectprede�ned rules to be enforced in Time Entry, pre-billing (Proforma), and billing (Invoice). This is essentialfor e-Billing/Billing (non e-billing), as invoices that don’tmeet prede�ned rules are rejected. Additionally,reporting and error tracking allow for easier correction.Billing Rules allows for con�gurable, customizableparameters that satisfy the majority of rules and theability to add new custom rules. TUTORIAL

Database Basics for 3E Users

This session is for the ‘non-technical’ 3E applicationuser who wants to learn about how the 3E databaseworks behind the scenes. We will cover the basicparts of an SQL query, including how to build simpleSQL queries to �nd the data in a 3E process. TUTORIAL

Security/User Access in 3E

Understand process-level Security in 3E. This sessionincludes an overview and covers features, behavior,and implementation. A demonstration will also begiven. TUTORIAL

3E for Global Firms

Business is global today and law �rms conductingbusiness on an international scale face the challengesof multiple jurisdictions, di�erent risk and complianceregimes, multiple currencies, and di�ering taxrequirements. Join our experienced consultants tolearn how 3E enables global �rms to manage theiroperations and reporting in ways that satisfy both the�rm's global needs and its regional requirements. TUTORIAL

Mastering 3E Templates and Template Options

Jone this session to review a wide variety of templateoptions to understand their use and how you mightconsider your path forward. TUTORIAL

Elite's Proven Implementation Methodologies

The Elite Global Services team focuses heavily on thecontinuous improvement of our standard ProcessQuality Model and Express Services Models forimplementing 3E. Join us as we review each model'sfunction and bene�ts, as well as the implementationteams' (Elite and Firm) role in supporting a successfulimplementation project. TUTORIAL

3E Administration, Performance, and Troubleshooting

What is the right formula for making sure your 3Esystem is running just right? Find out in thispresentation as we discuss the 3E infrastructure,system maintenance, metric retention, and taskscheduling. TUTORIAL


3E Product Roadmap

Hear directly from the 3E Product Management team about 3E current and futureplans. This roadmap session will focus mainly on the 3E applications, with a lighteremphasis on Framework and technology. Please attend the separate '3E Technologyand Framework Roadmap' session for a more in-depth look at those areas.

11:45 am – 12:45 pm

2:00 pm – 3:00 pm

3:00 pm – 4:00 pm

4:30 pm – 5:30 pm


Many exciting things are happening with DesignGallery. Come see where the product is going bygeting a glimpse at our roadmap of new functionalityplanned for future releases.

3E Technology and Framework Roadmap

Join this session to learn about Elite's plans for thefuture of 3E Framework and technology.

3E Financial Reporting

Designed for accounting professionals, thisMicrosoft® Excel®-based application o�ers advancedanalytical features and highly formatted �nancialstatements while providing users' control overcreation, integration, and maintenance. Learn aboutthe new 2.x user interface and advanced reportingcapabilities.

3E Rates: How to Make Them Work for You

With complex rate demands and exceptions on therise, this session will help you gain a betterunderstanding of the standard and alternate billingrates hierarchy and options available in 3E.



What's New in 3E Notify?

Join us to �nd out what's new and on the horizon forNotify. Learn about new customization options anddynamic formatting options.

Experience the World of 3E Metrics Reporting

Come and learn how to use, con�gure, schedule, andapply retention of 3E Metrics. Prede�ned orcustomized metrics o�er a view into the most recentsystem activity and make instant reporting a breeze.

Explore the Power of the 3E General Ledger

Discover how GL Types, GL Books, and reporting unitscan be leveraged to meet the varying GL reportingrequirements �rms have today. Couple that with thepower of Transaction Type Masking to explore theunlimited capabilities of meeting �rm and localreporting needs. Also learn about GL cross-validationrules, one of the hidden gems of 3E GL.


Design Gallery version 3 is a major release whichincludes fundamental changes to how documents arecreated and distributed. Join us for a detailed demothat will guide you through the new v3 experience.You will see how you can take control of your entiredocument automation processes and do things notpossible with v2.

Data Visualization with Microsoft's Power BI

Power BI is part of Elite's Business Intelligence strategy.Take advantage of our BI solutions to leverage thevarious components of Power BI. You'll get a jump starton how to create insightful reports and dashboardsthat can empower �rm management to makeimpactful, and pro�table, decisions.

AP/GL Roundtable

Join us for a roundtable discussion with subjectmatter experts on accounts payable and generalledger best practices and uses.

Checking in on Elite and the Cloud

Need an update on 3E and other LES products goingto the Cloud? This session will also cover the latestCloud product trends and how Elite products aretaking advantage of Cloud technology.

Risk Management Roundtable

Join this client roundtable discussion to talk about whatyou can do to eliminate issues. Additionally, we'lldiscuss what information should be entered on anentity and how to ensure that you have your NewBusiness Intake streamlined for your �rm.

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3E FX Revaluation

Join us for a detailed review of the FX revaluationprocess and the calculations behind the revaluationvalues.


Moving from Document Studio to Design Gallery

Thinking about moving to Design Gallery? In thissession, we will discuss all of the key items you needto know about moving to Design Gallery v3 fromDocument Studio. We’ll cover everything about theupgrade path, from solution development, to serverset up and con�guration. TUTORIAL

What's New in 3E Billing

Join us as we discuss what's new with 3E Billing in the2.8.1 release, including Time Capture enhancementsand eBillingHub validation rules. TUTORIAL

3E Ad Hoc Reports

Learn how to create Ad-hoc reports in 3E with theIntegrated Development Environment(IDE) usingstandard, view, or metric archetypes as data sources.We will also talk about what the best data sources areto get report data and what conditions must beapplied. TUTORIAL

Reporting Tips and Tricks

This tutorial will focus on the front-end con�guration ofreports. Additionally, it will demonstrate using the IDEto build new reports and Report Objects TUTORIAL

3E and MatterSphere: Enhance Your New BusinessRequest Process – and Manage More than JustCon�icts!

Come see how MatterSphere, paired with 3E,provides the smooth and e�cient business requestprocess your lawyers and secretaries demand. You'llalso learn about additional key integration pointsbetween 3E and MatterSphere and how they canwork together to make your practice run moresmoothly.

3E Billing Process Models

This session covers the �ow of data through the mostcommon 3E billing processes such as Proforma Edit,Bill Generation, Time Entry, and more.

What’s New and What’s Next for 3E Con�icts

Join us to �nd out what's new and on the horizon forCon�icts.

Image Connect Integrations

Are you taking full advantage of Image Connect'sfeatures and capabilities? Come �nd out aboutintegration options and advanced tips and tricks toincrease your return on investment.

Troubleshooting a Design Gallery Environment

Why didn’t that invoice generate? Where’s my printjob? These are common questions asked by DesignGallery users. In this session, we’ll discuss a range ofconcepts around how to best troubleshoot yourDesign Gallery environment.

Improving the 3E Balancing Experience

Since 2.7.2, we've been adding new balancingfunctionality that helps you streamline your month-endbalancing. Discover the new 3E Month End ProcessingDashboard that steps you through the activitiesneeded to complete transaction processing, closingunit periods, and scheduling balancing reports.Experience e�ciencies with the new At-a-Glancedashboard and the supporting drill-downs to helppinpoint discrepancies.

3:15 pm – 4:45 pm

4:45 pm – 5:30 pm

8:45 am – 9:45 am

Is the Cloud More Secure Than You Think?

During this session, we will tackle some of the topsecurity questions when evaluating Cloud-basedsolutions. Additionally, we'll share with you the stepsElite is taking to ensure we are providing products ofvalue while also protecting your data.

Introduction to Design Gallery Processes

With Design Gallery v3 we introduced processes toprovide �exible control over your document anddistribution requirements. In this session we’ll coverhow processes work, how to create them, and how tomaximize their use. TUTORIAL

Real-world 3E Customizations

Join us for a walk-through of some real-world examplesof how a �rm can customize 3E. We will talk aboutmaking minor modi�cations like turning onattachments and auditing and discuss best practicesapproaches to customizations, including codingstandards. Leverage the best practice standardtechniques for customizations and make it easier toobtain the needed support from the onset. TUTORIAL

Elite Data Insights

Join us as we showcase our business intelligenceproduct o�ering powered by the Elite DataWarehouse (EDW). Learn to leverage the robustfunctionality of Microsoft Power BI for rich datavisualizations, clients will be able to quickly deliveractionable and impactful reports. Take advantage ofour standard insight dashboards and reports tomeasure �rm performance and trends, incorporatedata outside of 3E, and learn how the self-serviceEDW Console will allow �rms to bring in custom tablesand �elds as well as non-3E-datasets. TUTORIAL

3E User Group



In this session we will provide a general introductionon how to use Design Gallery’s MS Word-like designtool, Visual Designer. In addition, if you have alreadylegacy components in Design Gallery written in XSLcode, this session will also look at taking these XSLcomponents and migrating them into Visual Designermaking them easier to modify in the future.


Join our Product Management team for a review of theEnterprise Progression, including the highlights of theEnterprise 3.11 release.

Volume Discounts and Alternative FeeArrangements: How and When to Use Them

Today's clients are asking for new large volumediscounts and alternative fee arrangements, inaddition to all of the rate structures. Come �nd outhow to use the 3E volume discounts and alternativefee arrangements and see how to make them workfor you.

The Power of 3E Masking

Discover the power of 3E Masking. 3E can postdi�ering GL entries to multiple sets of books (i.e., GLTypes) for a single transaction. This concept supportsGL postings for various statutory requirements as wellas di�ering �rm requirements.

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3E Billing and GL Metrics from Support's Perspective

Do you have questions on how to navigate throughrunning a metric? Come hear what the mostcommonly requested standard Billing and GL Metricsare, and how you can use them to gain better insightsinto your �nancial picture.

The Lawyer Desktop: Workspace and Elite MobileDemonstration and Overview

View a live demonstration of how lawyers can gettheir job done using an intuitive user interface thatseamlessly brings together 3E, MatterSphere, andBusiness Development Premier data. You'll learn howyou can empower your lawyers with automated clientinsight, let them access documents and enter time onthe go, interact with 3E processes, and more.

What's New in AP/GL and Collections

Learn about the exciting features recently delivered forAP/GL and Collections.

All You Need to Close Your 3E Month

In this session, we will discuss the �rm balancingprocess, detailing the reports and tools that can beused. We will also cover tips and tricks for existingclients to improve or change their balancing process,and the considerations that need to be given to makefull use of the new tools available.

De�ning Your Business Requirements for 3E:Business Process Review

This session will cover why advance planning isimportant to both your current system and your moveto implement Elite 3E. Design decisions, con�gurationsettings and important �rm business processes will allbe considered when working with an Elite consultant toimprove today's operation and plan for your future.With a transition to 3E in mind, we will work throughevery business process supported by the system toensure 3E's broad functionality is fully recognized.Come hear more about how we can help you optimizeperformance.

Workspace and Mobile: What's New and ProductRoadmap

Come �nd out where Elite is and where it's going withWorkspace and Mobile – the lawyer user experiencethat brings together 3E, MatterSphere, BusinessDevelopment Premier, and other applications withinyour �rm.


Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future of PaperlessProforma.

Best Practices for 3E Con�icts

Learn how to set up and con�gure 3E Con�icts andthe New Business Intake work�ow to meet your �rm'sunique needs and requirements.

Monitoring & Diagnostics 1.1: Even More Intelligent

We will provide an update on the latest release ofMonitoring & Diagnostics, share feedback from pilotcustomers, and dive into available, but not obvious,Monitoring & Diagnostics setttings.

3E - Top Troubleshooting Tips by Support

Come get Support’s top tips on how to troubleshootthe most common problems, like how to interpreterror messages, how to read the error on the logs, andhow to resolve common Posting and Billsum errors.

3:00 pm – 4:00 pm

4:15 pm – 5:15 pm

3E 2.8 Pilot Participants Retrospective

Hear from two participants in the 3E 2.8 pilotprogram to understand why they took part and theirviewpoints on the pilot overall and the 2.8 upgrade inparticular.

Taxes Needn’t Be Taxing

Come learn all about 3E Taxes. This session coversTaxes masking, Taxes and Tax Codes, Tax Reporting,Tax Clearing and Tax remittance to the authorities,Reverse Charges, Withholding Taxes, and the Tax AreaMatrix.

Security in 3E

join us for a discussion of the current and future 3Esecurity features.

3E Reporting A-Z

Join this sessions to get a better understanding of thebasics, and how to utilize soft reports, inquiries andlists to get at the your daily data. This session will alsocover some pointers and subtle features within 3EReporting that can help simplify the data gatheringprocess in 3E.

Elite Integration Framework Data Sync: How toImplement Bi-Directional Syncs with Elite and 3rdParty Applications

This is an in depth technical overview explaining howto implement bi-directional data integrations betweenElite products such as 3E and MatterSphere, and also3rdy party applications.

Anticipating your Successful 3E Implementation:Resources, Work Load, Focus Area, and Partnership

Hear from senior services sta� on taking ownershipand partnering during your 3E implementation.

3E Integrations: BizTalk and Webservices

This session will cover how to use standardintegrations, Webservices, as well as the bene�ts ofusing BizTalk and how to reduce your costs forintegrations.

Jan 31, 2017 versionSESSION SCHEDULE GRID


1:00 pm

|

3:00 pm

General Interests

Common EBilling Mistakes ManagersShould Know About and... TUTORIAL

Enterprise

Enterprise Interim Billing Best Practices TUTORIAL

Enterprise

Maintaining and Supporting DocumentStudio Templates and... TUTORIAL

Enterprise to 3E

Meeting Legal Business Requirements:Transitioning to 3E... TUTORIAL

Enterprise to 3E

Understanding the Enterprise to 3EConversion Process TUTORIAL

3E

Building Dynamic Workflows in 3E TUTORIAL

3E

Billing Rules: Build Billing Validations thatMeet Client... TUTORIAL

3E

Database Basics for 3E Users TUTORIAL

3E

Security/User Access in 3E TUTORIAL

3:15 pm

|

5:15 pm

General Interests

EBilling Best Practices for EBillers andManagers TUTORIAL

Enterprise

Enterprise Flat Fee Billing Best Practices TUTORIAL

Enterprise

Understanding Enterprise FrameworkTools and Screen... TUTORIAL

Enterprise to 3E

Transitioning to 3E: AdvancedMulticurrency TUTORIAL

Enterprise to 3E

Readying Your Enterprise Data for a 3EConversion TUTORIAL

3E

3E for Global Firms TUTORIAL

3E

Mastering 3E Templates and TemplateOptions TUTORIAL

3E

Elite's Proven ImplementationMethodologies TUTORIAL

3E

3E Administration, Performance, andTroubleshooting TUTORIAL


9:00 am

|

10:00 am

Keynote

VANTAGE Keynote

10:30 am

|

11:30 am

Enterprise

Enterprise Multipayor Best Practices

Enterprise to 3E

Making the Transition to 3E AP andReporting

3E

3E Product Roadmap

11:45 am

|

12:45 pm

General Interests / 3E


Enterprise

Enterprise Writeups and WritedownsBest Practices

Enterprise to 3E

Moving from Enterprise to 3E Records

3E

3E Technology and Framework Roadmap

3E

3E Financial Reporting

3E

3E Rates: How to Make Them Work forYou

2:00 pm

|

3:00 pm

Enterprise

Enterprise Conflicts Manager 3.10 and3.11 Enhancements Review

Enterprise / Enterprise to 3E / 3E

Paperless Proforma for Enterprise and3E

Enterprise to 3E

What are the Business Benefits ofMoving to 3E?

3E

What's New in 3E Notify?

3E

Experience the World of 3E MetricsReporting

3E

Explore the Power of the 3E GeneralLedger

3:00 pm

|

4:00 pm




Data Visualization with Microsoft's PowerBI

Enterprise

Enterprise Favorite Features

Enterprise to 3E

Enrico's Top 10 Reasons to Move to 3E

Enterprise to 3E

Data Structures: Tables VersusArchetypes and Framework

3E

AP/GL Roundtable

4:30 pm

|

5:30 pm

Enterprise

WebView 5.5 and 5.6 EnhancementReview

Enterprise to 3E

Technical Infrastructure: Understandingthe 3E Product Systems...

3E

Checking in on Elite and the Cloud

3E

Risk Management Roundtable

3E

3E FX Revaluation


9:00 am

|

10:30 am

General Interests

eBillingHub User Group TUTORIAL

General Interests

Improve Your Bottom Line with MatterManagement TUTORIAL


Moving from Document Studio to DesignGallery TUTORIAL

Insights & Outlooks

NextLevel Data for the GC and CFO


Breaking Down Data Silos for FullBusiness Development... TUTORIAL

Enterprise

Enterprise Billing Manager 3.10 and 3.11Enhancement Review TUTORIAL

Enterprise

Enterprise AP/GL 3.10 and 3.11Enhancement Review TUTORIAL

Enterprise to 3E

Dollars and Sense: Your 3E BusinessPlan TUTORIAL

Enterprise to 3E

Moving to 3E: Fundamentals of Changesin Masking TUTORIAL

Enterprise to 3E

Making the Move with 3E Setups TUTORIAL

3E

What's New in 3E Billing TUTORIAL

3E

3E Ad Hoc Reports TUTORIAL

3E

Reporting Tips and Tricks TUTORIAL

11:00 am

|

12:00 pm


3E and MatterSphere: Enhance YourNew Business Request Process...


5 Key Technology Trends in BusinessDevelopment

Enterprise

Paperless Proforma Customizations forBeginners

Enterprise

Extend Best Practices and 3.11Enhancements Review

Enterprise to 3E

Migrating From Enterprise to 3E witheBillingHub

3E

3E Billing Process Models

3E

What’s New and What’s Next for 3EConflicts

3E

Image Connect Integrations

12:45 pm

|

1:30 pm

Keynote

Guest Keynote Speaker

1:45 pm

|

2:45 pm

General Interests

Matter Management: What's New andProduct Roadmap


Troubleshooting a Design GalleryEnvironment

Insights & Outlooks

Cyber Security Arms Race


Managing Organizational Change toMaximize BD Success and...

Enterprise

Tips and Tricks in Enterprise Credits

Enterprise to 3E

Enterprise to 3E Security

Enterprise to 3E

Learn From Your Peers: Anatomy of anEnterprise to 3E Conversion

3E

Improving the 3E Balancing Experience

3E

Is the Cloud More Secure Than YouThink?

3:15 pm

|

4:45 pm

General Interests

Building a Better eBillingHub: Why?When? How? TUTORIAL

General Interests

MatterSphere Developer Productivity andCustomization... TUTORIAL


Introduction to Design Gallery Processes TUTORIAL

Insights & Outlooks

Cloud on the Horizon


2017 Legal Marketing and BusinessDevelopment Trends and... TUTORIAL

Enterprise

Enterprise Data Mining Tips and Tricks TUTORIAL

Enterprise to 3E

Today Versus the Future: AdvancedBilling Arrangements TUTORIAL

Enterprise to 3E

Making the Change with Reporting TUTORIAL

Enterprise to 3E

Implementation Readiness ServicesOverview TUTORIAL

3E

Realworld 3E Customizations TUTORIAL

3E

Elite Data Insights TUTORIAL

4:45 pm

|

5:30 pm

User Group Meeting / 3E

3E User Group

General Interests

Our Journey with MatterSphere: A Firm'sStory


Managing Your CRM Universe toMaximize Relevance and Impact



8:45 am

|

9:45 am

General Interests

Working Together for a Better eBillingHubEcosystem



Insights & Outlooks

Lean Legal: Evolution or Revolution?


Business Development Premier: What'sNew and Product Roadmap




Volume Discounts and Alternative FeeArrangements: How and When to...

Enterprise to 3E

General Ledger and Reporting

Enterprise to 3E

I Want My UDF! Custom Fields in 3E

3E

The Power of 3E Masking

3E

3E Billing and GL Metrics from Support'sPerspective

10:15 am

|

11:15 am


The Lawyer Desktop: Workspace andElite Mobile Demonstration and...

Insights & Outlooks

The Intelligent Law Firm


Business Development Premier: WhyCloud?

Enterprise

Enterprise Records Manager 3.10 and3.11 Enhancements Review

Enterprise to 3E

Conflicts

Enterprise to 3E

Prepare to Launch: Know YourCustomizations and Data Requirements

3E

What's New in AP/GL and Collections

3E

All You Need to Close Your 3E Month

3E

Defining Your Business Requirements for3E: Business Process Review

11:30 am

|

12:30 pm


Workspace and Mobile: What's New andProduct Roadmap


Comprehensive Prospect and ClientIntelligence: It Only Takes an...

Enterprise

Enterprise Data Warehouse Reporting



Enterprise to 3E

Look and Feel: The Major Diffencesbetween Enterprise and 3E

3E

Best Practices for 3E Conflicts

1:30 pm

|

2:30 pm

General Interests

eBillingHub: Going Native in MicrosoftAzure

General Interests

How to Extend Workspace and Mobile

Insights & Outlooks

Business Development Balancing Act


Crossselling in Practice: Relationships +Experience = Opportunity

Enterprise

Enterprise Split Billing Best Practices

Enterprise to 3E

Making the Progression with Proformasand Bills Part I

3E

Monitoring & Diagnostics 1.1: Even MoreIntelligent

3E

3E Top Troubleshooting Tips by Support

3E

3E 2.8 Pilot Participants Retrospective

3E

Taxes Needn’t Be Taxing

3:00 pm

|

4:00 pm

General Interests

Workspace and Mobile: Under the Hood

Insights & Outlooks

Information Technology Mosaic


Business Development Premier: Timeand Billing Integrations

Enterprise

Enterprise Billing Rates Best Practices

Enterprise to 3E

Should I upgrade Enterprise or move to3E?

Enterprise to 3E

Making the Progression with Proformasand Bills Part II

3E

Security in 3E

3E

3E Reporting AZ

4:15 pm

|

5:15 pm


Elite Integration Framework Data Sync:How to Implement...


BDP's Greatest Hits – PopularConfigurations and...

3E

Anticipating your Successful 3EImplementation: Resources, Work...

3E

3E Integrations: BizTalk and Webservices

© 2017 Thomson Reuters

Jan 31, 2017 version · 2017-02-01 · 1 : 0 0 p m – 3 : 0 0 p m 3 : 1 5 p m – E5 : 1 5 p m 1 1...

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Transcript of Jan 31, 2017 version · 2017-02-01 · 1 : 0 0 p m – 3 : 0 0 p m 3 : 1 5 p m – E5 : 1 5 p m 1 1...