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Dickinson Wright PLLC Partners with InOutsource to Implement Intapp Open

Holistic View of New Business Intake and Conflicts Enables Firm to Reduce Risk and Increase Efficiency

PHILADELPHIA – May 3, 2017 – InOutsource, an industry-leading global legal consulting firm, today announced Dickinson Wright PLLC has worked with the company to implement Intapp Open for both Intake and Conflicts. InOutsource enacted a comprehensive analysis, planning and implementation program for the Am Law 200 firm to reduce risk as well as automate and streamline its business intake and conflicts clearance processes.

“InOutsource was hands-down the first choice for an Intapp Open implementation partner. They acted as a guide for best practices and proved invaluable as we moved from an outdated system to a modern one that can address our firm’s requirements. InOutsource helped our firm standardize and automate the new business intake process and subsequently reduce the risk associated with it,” said Michael P. Kolb, chief information and security officer for Dickinson Wright. “I recommend InOutsource over other consultants I’ve worked with, and I’ve been doing this for 20 years.”

The Intapp Open implementation process began and concluded within a tight time frame – less than nine months for both Intake and Conflicts to launch – and finished under budget. InOutsource helped to refine business processes, identify and establish custom workflows, update the conflicts model, conduct a data integrity analysis and apply best practices and recommendations.

Dickinson Wright, which has grown to more than 450 lawyers in 17 offices, previously relied on shared knowledge of cases and a 12-year-old software solution that was challenging to support internally. Intapp Open, a web-based application, will streamline management of the new business acceptance life cycle with a solution that is easy for administrators to configure, simple for lawyers, professionals and staff to execute and effortless for risk and management stakeholders to track and oversee.

“Today, law firms need more sophisticated measures to properly manage and reduce risks associated with new business intake and conflicts of interest clearance,” commented Eric Mosca, director of operations for InOutsource. “InOutsource has specialized in creating comprehensive information governance programs focused on improving efficiency and reducing risk for more than 15 years, and we are honored to continue that work with Dickinson Wright.”

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John Zahradnick

Director, IG Standards and Compliance

A seasoned Information Governance expert who’s executed successful tours of duty in law firm records departments, John Zahradnick has been called the “MacGyver” of Information Governance.

John applies a unique mix of IG expertise, perspective, and best practices to design practical policy, process, and technology solutions for law firms. And he brings the project management and technical skills to effectively implement that change in real-world environments. In short, John gets his hands wet owning the execution of the solutions he designs — so there’s no gap between theory and practice (or accountability).

He’s up for the most complex projects and welcomes new challenges. RMS upgrades and swap outs, complex IG solution/process integration efforts, DMS implementations, tough data governance and data quality/cleanup initiatives, customer BI app development, and more — are all well within his wheelhouse.

When you engage John to build and deliver a solution, he’ll work to design a “right sized” fit for your firm. That fit typically includes a mix of policy, process, and technical implementation — thoughtfully rolled out, with the appropriate levels of training, user acceptance testing, and change management.

Through all of this, he also brings the latest best practices and recommendations to the table, including approaches for integrating client guidelines and internal policies directly into the fabric of process execution, and automatically capturing data and metrics that enable new levels of reporting on efficiency and compliance.

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Alyse Driscoll

Director of Finance and Administration

Alyse supervises all finance, human resources and administrative responsibilities. She is also responsible for planning, coordinating, and supporting daily operational functions as well as ensuring InOutsource’s business lines receive the support necessary to meet the needs of every client.

With over 25 years of experience working with professional service companies, Alyse has helped business owners achieve their financial goals and better understand their business models. Starting her career at Ernst & Young LLP, she has worked with a wide range of small, mid-sized and multinational companies to identify best practices and expand their impact.

Alyse has her B.S. degree in Accounting and Business Management from the State University of New York at Albany and is a Certified Public Accountant in Pennsylvania and New York.

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Jasmine Banks

Billing Analyst

Jasmine is an experienced billing analyst with an extensive background in fiscal accounting, vendor management and procurement. She has over 20 years of experience in customer service, working with government entities, nonprofit organizations, marketing companies and law firms. She is a graduate of the University of California, Davis and has obtained a Bachelor’s of Arts Degree in English with an emphasis in Literary Theory and Criticism. When she is not working, she enjoys spending time with family, cooking, gardening, hiking, reading and painting.

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Alyssa Calloway

Human Resource Professional

Alyssa has been in the Human Resources field since 2013, and has gained a wealth of knowledge in leadership, HR Policies and Procedures, and HR Technology Systems.

Alyssa comes from the public sector working for the Superior Court of NJ as a HR Generalist with a focus on Leave of Absence Administration, Payroll and Benefit Administration, and New Hire On-boarding for 500 employees. Alyssa works closely with the Director of Finance and Administration to facilitate the recruiting and on-boarding process for InOutsource. Aside from supporting the rest of the Administration Team, Alyssa is also the point contact for Performance Reviews, and Training and Development.

Alyssa received her Bachelor of Arts in Communication from Monmouth University. When not working, you can find Alyssa spending her free time down at the shore.

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Matthew Jiang

Implementation Consultant

Starting from 2014, Matthew started his Boomi career, among the first group of people who professionally provided Boomi Consultancy Service. Matthew can carry out Boomi integration projects independently and lead a team to carry out big-scale projects. After 8 years of serving as a Boomi consultant, Matthew has led more than 100 complete Boomi development life cycles for 31 customers. For most of his projects, Matthew served as both architect and developer.

Most customers visualized Matthew as Boomi subject matter expert and Boomi go-to person. Matthew has experience in full Boomi development life cycle: customer engagement and presentation, project scoping and planning, requirement analysis, workflow design, collaboration pattern design, architecture design, Boomi process implementation, connectivity test, unit test, integration test, user acceptance test (UAT), production promotion, postproduction maintenance, and training.

Through more than 100 Boomi development life cycles, Matthew maintained and improved Boomi best practices solidly step by step. His best practice is quite welcomed by the customer, ensuring every project not only on the technical deliverables side, but also on the user experience, collaboration styles, documentation, and cost-effectiveness aspects.