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The Buzz (Newsletter)

A Note from Nancy
One of our goals for 2019 was to reflect on our mission and how we communicate it to you, our clients and colleagues. So we distilled down the core principle connecting the broad set of challenges we help firms address. Put simply: We Implement Insight.
 
In the year ahead you’ll learn more about how we can enable you achieve new levels of insight into your firm’s business. Today, that deeper understanding is critical to drive efficiency, improve performance and enable growth, by tackling challenges in areas including business intelligence, information governance, business intake, IT architecture, merger readiness, cost management and more. In 2019, if you’re looking for greater insight, look to InOutsource.
  
With warmest regards,
 
— Nancy Beauchemin, President and Founder
Nectar (News & Views)

ARTICLE: The Reckoning: A Strategic Approach to Cost Containment in Retention

IAre you doing all you can to control soaring costs? (Maybe. Maybe not.)

This article discusses a multi-pronged approach to cost containment in records management and retention.

Over the years, we’ve helped many firms reduce costs and get the most out of their vendors in records and information management. Read on for insight into strategies and best practices for reducing costs (for your firm and your clients).

Click for Cost Control (Read more)

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THE HIVE MIND: Ballard Spahr + Qlik

InOutsource Delivering Analytical Insight

The has selected the Qlik Sense Enterprise business intelligence platform for data visualization. Said Lisa Mayo, Director of Data Management:

“The InOutsource team has been a joy to work with as we developed proofs of concept to share with various groups of users. InOutsource’s understanding of data cleansing processes has been tremendously valuable, and has helped us to get more out of our historical data and better insights from our BI tools.”

Read more

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SIGNALS AND DIRECTIONS: Nexsen Pruet Knows

Towards a more “professional” services firm

Howard Janis was recently featured in this engaging interview, describing how he’s working in his new role to implement new levels of management and organization change.

Read about his perspective on affecting change, including improving records retention and disposition (collaborating with InOutsource and FileTrail).

Read more

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ON AND OFF THE RECORD: Nelson Mullin Knows Too

On RFPs, Business Development, Information Governance and Records Management

John Churchill explains how client RFPs are raising the profile and importance of records management for winning new business.

The short version: “As a result, the role of Records Management has become more prominent. The attorneys, Risk and General Counsel all value what we do now.”

Read on for more detail

And for more detail on Nelson Mullins’ “trail blazing” FileTrail journey, see their case study.

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Beeswax (Industry News)

Time for Law Firms to Bet Bolder on Data
In The American Lawyer, Jennifer Roberts of Intapp argues that firms are starting to make better use of data analytics to help drive business — and that hiring data scientists can improve profitability and client satisfaction.

Read more

Moving Law firm IG Into the Future
Darrell Mervau from FileTrail writes in ABA Law Practice Today about the pressures pushing firms to invest in sophisticated IG programs, and how they’re responding in practice.

Read more

Hogan Lovells Invests in Records & IG
Am Law top 10 and leading global law firm Hogan Lovells selected FileTrail to replace its legacy records management system and enable new levels of information governance across the firm.

The firm cited IG policy and OCG compliance as key drivers, along with plans to implement automated retention/disposition processes and take advantage of advanced matter mobility capabilities.

Read more

AI is the latest buzzword making waves. But is it really? And is it real? (It’s been reported that 40% of startups claiming to be using AI are being a little too “artificial” with their marketing…) ILTA and the Blickstein Group are investigating, planning to publisher a report prior to ILTACON 2019 that will separate the hype and hyperbole from hard facts. The report aims to review 60 AI-infused solutions and how well they perform. We’re looking forward to reading the results.

Read More

Swarm (Connect Live @ Events)

We’ll be attending several ILTA Roadshows presented nationally over the next few months:

ILTA ROADSHOW: Today, stricter client demands and tougher industry standards are placing new pressures on law firms to enhance their information governance capabilities and practices. With clients asking for increasingly detailed information on how firms apply, review and manage policies internally.

RFPs are now asking for very detailed information on Information Governance practices. This coupled with the increase in client mobility and lawyer movement has added to the burden on resources. How will firms meet the overarching IG demands from their clients. How can firms automate, client and lawyer mobility, manage Outside Counsel Guidelines, and have tools to centrally manage policies and apply them across the enterprise?

ROADSHOW SCHEDULE:

Washington DC (April 23)
Kansas City (April 24)
Chicago (April 25)
New York (May 9)
Miami (May 15)
Atlanta (May 16)
Denver (May 29)
Seattle (May 30)

Intapp Invitation: “Join your peers and industry experts at Intapp Connect and learn how delivering modern experiences, and overall value will set your firm apart for both your clients and also your employees. Be inspired exploring best practices, trends, technology and solutions at this unique event program.”

We all had such an amazing time at the last Intapp user conference, we know Connect 19 is sure to delight all comers. If you’re attending, make sure to connect live with our team in New York!

Learn More and Register
(Complimentary registration code: TWITTERVIP)

The Bee's Knees

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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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Daniel Warner

Sr. Integration & Development Specialist

Daniel is an experienced technical resource with a rich background in replacing firm systems by ensuring your data is migrated accurately and with consistency. In tandem with his business acumen and analysis, Daniel’s strong suit is making sure that your team is able to capitalize on its technology infrastructure by aligning business systems with your information governance policies.

Whether he’s creating a new perspective from which a firm can view their information or migrating data from a troublesome legacy system onto a new platform, Daniel takes pride in facing a challenge.

When Daniel is not assisting clients, he enjoys spending time outdoors, reading, and making nice meals that his children refuse to eat.

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Allen Ahlvin

Senior Systems Integrations Specialist

Allen brings over 20 years of professional experience using a wide variety of technologies to InOutsource.

He spent almost 10 of those years at major Philadelphia-based law firms in different roles, including a developer, senior systems engineer, and manager of a team of developers.

He has extensive experience routing data from disparate systems both on- and off-premises using proven, performant techniques and methodologies. He has skills and experience creating processes using combinations of SQL and Intapp Integrate, consuming and manipulating data stored in databases, JSON and XML formats or directly from web/cloud services.

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John Vassalotti

Solutions Manager, Cloud Migrations

John provides project management, consulting, and process design support for pricing, conflicts, and new business intake.

John applies his experience as an attorney and project management skills to help clients address a range of challenges. He assists initial implementations and provides support throughout each project’s lifecycle. He is skilled at communicating across all levels and constituencies within a firm and understanding their needs.

Prior to joining InOutsource, John practiced law for several years, primarily in the litigation department of a large Philadelphia-based law firm. He also served as in-house counsel for a local company on both litigation and transactional matters. His diverse experiences as an attorney give him a keen understanding of law firms’ business imperatives, as well as the pressure points they encounter in different departments and practice areas.

John is a cum laude graduate of Temple University Beasley School of Law, where he was a staff member of the Temple Law Review. He is also a Certified Associate in Project Management (CAPM).

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Christopher Eckenrode

Senior Project Manager

Chris’ primary focus at InOutsource is project management. Since he began with us in 2016 he has led the team through one successful implementation after another, each with its own set of hurdles and personalities.

In addition to managing the implementations Chris handles a number of aspects on our projects from consulting support and process design to development and project organization.

As someone that has worked in new business intake, conflicts due diligence and resolution with a top international law firm for a decade before coming to InOutsource his first-hand knowledge of the process and its intricacies adds a layer of expertise that is invaluable to our clients.

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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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Jeannine Powers

Customer Success Manager

Jeannine meticulously supports the Accounts Receivable department in the preparation and monitoring of invoices. As the Billing Assistant, she also provides support to the administrative team. Jeannine holds an M.A. from Temple University. When she’s not hard at work at her desk, Jeannine can usually be found working in her garden.

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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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Arielle Madeam

Data and Analytics Intern

Arielle is a second-year student from Drexel University with a passion for writing, statistics, and computer science, leading her down the path of data and analytics. Despite being new to the field, Arielle is excited to apply her current programming knowledge and also learn more in the process.

When not sitting behind a computer, Arielle loves reading comics, learning new languages, and ordering intricate pumpkin drinks.

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Lorin Cothern

Project Manager

Lorin has over 17 years in the legal industry, with 13 of those years spent with an international law firm. Her prior experience as a Conflicts Manager and Technology Business Analyst Manager will be beneficial in her role as a Project Manager here at InOutsource. Lorin holds a Bachelor of Arts in Communication and an Associates degree in Paralegal Studies. She has a passion for helping people and is always looking forward to assisting our clients with projects.

When not working, Lorin enjoys spending time with family, traveling, and enjoying the outdoors.

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Victoria Schumm

Project Manager

Victoria provides project management support to our IGS team.

She has been in the legal field for over 11 years, with 3 of those years working for the Denver U.S. Attorney’s Office in the criminal division. Victoria has 8 years’ experience in family law and is comfortable working with clients and assisting clients with their needs. Victoria holds her Project Management Professional (PMP) certification which will be beneficial in her role as a Project Manager here at InOutsource.

When not working Victoria enjoys scuba diving, traveling, hiking and spending time with her two dogs.

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Rose Jackson

Project Manager

Rose opens the line of communication between clients and the team to get projects done. She supports the Information Governance Systems department as a Project Manager.

Rose has over five years of experience in strategic implementation, team building, and business development.

Rose earned her J.D from Maurice A. Deane School of Law at Hofstra University, where she was the Vice President of the Black Law Student Association and holds a Bachelor of Arts degree in English from SUNY Albany.

When she’s not working, you’re most likely to find Rose at a Barre class or shopping the latest fashion trends.

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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.

John Bond

Product Manager, Nectar E-Learning Platform

John brings over 25 years of professional experience in knowledge transfer. He spent many years in academic publishing overseeing teams in content creation, editorial and production, and marketing and promotion. John has created innovative digital learning products as well educational websites that receive millions of pageviews.  He is the author of five books connected to writing and publishing.

John earned a bachelor’s degree in Education from Kutztown University in Pennsylvania. His new role at InOutsource is Product Manager for the Nectar E-Learning Platform.

When John is not at his desk, he enjoys spending time reading, listening to podcasts, and running. He owns more books than he will ever get to, but he is trying.