TET/FGP Power Point

Legal/External RelationsTET/FGPEghan Rashidi

Robyn Strangway

Patricia Liptak

Chandra Copeland

Overview

• The technology we chose

• Why we chose it

• A look at the evaluation of each

• Comparison

• Recommendation

• Wrap up

What We Chose

• Legal case management and legal billing software

• Designed to organize a law office and eliminate much of the time spent on administrative matters

• Amicus Attorney Premium Edition

• Abacus Law Gold

Why We Chose It

• To make our offices more efficient

• To organize our cases

• To keep track of time spent on cases

• To keep track of money spent on cases

Who Else Will Benefit?

• Finance and Accounting – we can give them more accurate information regarding money spent in our department.

• Any employee filing a claim – with heightened organization, we can file claims at a higher speed, thus decreasing wait times.

Who Else Will Benefit?

• Customers – again, with more organization we will better be able to track claims

• petPRO’s bank account – we can eliminate several administrative positions by implementing the software and ensuring everyone in our department uses it.

Abacus Law Gold Software

• Puts all events into one calendar database • Schedule an event for a group and it appears on each

member's calendar • Instantly view all documents, word-processing files and

scanned images linked to a name or matter • Linked databases - files, notes, matters (projects) and

documents • Comes with over 100 standard reports and layouts • Back, forward, and history buttons, so it works like your

Internet browser


• Carries unfinished tasks forward to the next day• Pull up a matter in Abacus Law and activate the

clock. Make a note, click the Bill button, and a bill slip is automatically generated for that client and matter

• Allows you to synchronize your calendar and contacts to your PDA

• Staff log messages directly into Abacus Law - then open it from your desktop to see the notes and numbers

Amicus Attorney Premium Edition

• Group Schedule allows for easy identification and scheduling of group meeting times

• Ability to automatically e-mail clients and remind them of upcoming meetings

• All you need is Internet Explorer to access all of your practice information, anytime, anywhere

• People module stores information about all of the people you interact with in your practice

• Conflict of interest checking will help you reduce risk in your practice


• One-click time entries ensure you bill for all of your communications, including your e-mails

• Send time entries electronically to your accounting system

• Cross-reference notes to more than one file, and to people, events and library pages

• Powerful customization options with custom field types and layouts as well as custom records


ID Phase 1: Mandatory Requirements (MR) Meets? Y/N Comments

1Is a copy of the software and relevant documentation readily available for evaluation purposes to valide specific functions, features, performance and capabiltiies of the proposed software? Y

FREE Demo is clearly labeled and located on the homepage.

2The application must integrate and support SAP/ERP, PetPro’s databases, and real-time systems

N

There is no evidence that it has been integrate with an ERP system; is real-time.

3Is the software scaleable for a large number of users? (25 users, 200 users, 500 users, 1000+ users)

N

The software is ideal for small to medium firms/departments. Only supports a maximum of 10 users.

The application must have a GUI front-end interface which operates with the following client operating systems/environments:

Windows NT 4 Workstation

Windows 2000 Professional or greater

Windows XP

Windows ME

Software must be able to operate with the following client desktop configuration as a minimum:

- Intel Pentium II 400MHZ MMX CPU W/128K Cache;

- 128 MB;

- 2GB Hard disk 200 MB available disk space (minimum).

6Software must provide security features to control user access and access to data.

Y

User defined password and login; supervisor defined rights for users and for all passwords; View only rights.

Software 1

BUSI2400 Technology Evaluation Template

Y

Use of Windows ME is not recommended.

Y

The software operates with a processor with 300 mhz or faster; 128 MB or more; and with 30 MB of disk space.5

4


ID Phase 1: Mandatory Requirements (MR) Meets? Y/N Comments

1Is a copy of the software and relevant documentation readily available for evaluation purposes to valide specific functions, features, performance and capabiltiies of the proposed software? Y

FREE trial is clearly labeled and located on the homepage.

2The application must integrate and support SAP/ERP, PetPro’s databases, and real-time systems

N

There is no evidence that it has been integrated with an ERP system; is real-time.

3Is the software scaleable for a large number of users? (25 users, 200 users, 500 users, 1000+ users) Y

Does not state a maximum number of user.

The application must have a GUI front-end interface which operates with the following client operating systems/environments:

Windows NT 4 Workstation

Windows 2000 Professional or greater

Windows XP

Windows ME

Software must be able to operate with the following client desktop configuration as a minimum:

- Intel Pentium II 400MHZ MMX CPU W/128K Cache;

- 128 MB;

- 2GB Hard disk 200 MB available disk space (minimum).

6Software must provide security features to control user access and access to data. Y

Access Profiles and Record Restrictions.

N

Software requires 1GHZ processor (1.5 GHZ recommended); 256 MB (512 recommended); and 1GB free disk space.

5

4

Software 2


Y

It can operates with all of the listed client operation systems/environments as well as Windows Server 2003. Note it only operates with Windows XP Home.

Mandatory Requirements

Meets Condition Abacus Law Amicus AttorneyDoes Not Meet Criteria 2 2Meets Criteria 4 4


• Rated Requirements

Rated Comparison

Reqrmnts ID Abacus Law Amicus Attorney7 2 28 3 29 3 1

10 3 311 1 212 1 213 2 214 2 215 1 116 1 117 2 318 1 019 1 120 3 221 1 122 3 323 0 124 3 3

Grand Total 33 32


ID Phase 3: Financial Requirements (FIR) Comments

25 Licensed software costs (including optional purchases) Rates per 100 users?

$59,400

This includes AbacusLaw Gold, AbacusLaw Fortress, & 1 year of customer suppport. There is a 2 user minimum for $497. Note, AbacusLaw Customer Support costs an additional $9700 each year.

26 Training costs (including optional purchases)

$197

This is a 2 hour training cd. Additional telephone and on-site training is $125 an hour and is recommended every user have at least one lesson. Note more than on person may participate and no added cost.

27 Estimated number of days required to implement the software

28 Five (5) years of maintenance and support services

$48,500

This includes Annual Support contracts of $97 per user at 100 users for 5 years.

29 Can software be used beyond intended functional area group? (Leverage software throughout petPRO)

Yes

It can be implemented throughout petPRO to benefit other divisions. The software includes accounting functions, calendars, email, address book etc.

Software 1



ID Phase 3: Financial Requirements (FIR) Comments

25 Licensed software costs (including optional purchases) Rates per 100 users? $60,000

1st user costs $599, each additional user is $499. SQL server 2000is $100 per user.

26 Training costs (including optional purchases)

0

Technical resource guides are additional information on specific features and functionality of the software. Annual technical support includes unlimited telephone, email support and remote desktop assistance to aid with the training process.

27 Estimated number of days required to implement the software Implementation, Training and Systems Integrations is conducted by Amicus Attorney Certified Consultants. No quoted cost available.

28 Five (5) years of maintenance and support services

$25,495

$149 for 1st user and $50 for each additional when purchase with software, calculated for 100 users multiplied by 5 years.

29 Can software be used beyond intended functional area group? (Leverage software throughout petPRO) Yes Could be used throughout petPRO

Software 2


Financial Analysis

Reqrmnts ID Abacus Law Amicus AttorneyLicensed software costs per 100 users 59400 60000Training Costs 197 0Five Years of Maintenance and Support Services 48500 25495Grand Total (US Dollars) 108097 85495

Critique of Template

• Phase 1: Mandatory Requirements– Straight forward– Clear and Concise– Either meets requirement or it does not


• Phase 2: Rated Requirements– Change rating to include 0-Does not meet criteria– Some requirements are not clearly communicated– Quite detailed

– Includes good, relevant requirements


• Phase 3: Financial Requirements– Straight forward– Would change licensed software costs to have a

breakdown of the optional costs


• Template Overall– Gives a general Evaluation– No room to list/describe particulars of software

Recommendation

• Should we implement either software?• Which product revealed itself to be stronger and

more desirable?• What risks might come about with adding a new

software?

Recommendation

• The implementation of new software would result in a stronger, more competitive petPRO

• Amicus Attorney Premium Edition handles front and back office duties and offers a widespread array of features, profiting the entire firm not just a single division.

• To impose a new software, the risk of compatibility with our SAP arises as an issue

Any Questions???

Thank you!

TET/FGP Power Point

Documents

Transcript of TET/FGP Power Point