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The Buzz Newsletter (December 2020)

A Note from Nancy

As we near the end of a truly unprecedented year, I’d like to thank our clients, colleagues and partners for their support and collaboration throughout 2020.

As we all look to 2021 with cautious optimism, it’s clear that challenges still lie ahead. But as the industry responds and adjusts to the environment we face, there are many positive examples of good work, investment and innovation we can look to for continuing inspiration.

As you make plans for 2021, please remember that my team of expert technologists, business analysts and (more important than ever in a remote world) diligent project managers is ready to assist you and your firm in defining and executing technology projects on time and on budget.

The resources below highlight areas where we’re seeing strong interest, including: Intapp, IG/Risk Consulting, and Analytics Solutions. If these topics strike a chord, I encourage you to reach out.

With warmest regards,
 
— Nancy Beauchemin, President and Founder
Intapp — News & Resources

CASE STUDY: Baker Botts: Confidently Migrating Complex Workflows to the Intapp Cloud

With Intapp announcing a cloud-only future delivery model starting 2021 (with extensive support and updates for existing on premises customers), community interest in the cloud is high as Intapp delivers “The Connected Firm.”

We recently published a case study highlighting how we supported one firm’s migration. Facing limited support for legacy products that were no longer being actively developed, the NBI and conflicts team at Baker Botts knew it needed a fresh approach to address its sophisticated risk management requirements.

The Baker Botts team then turned to evaluating implementation partners. After interviewing several services consultants and conducting detailed due diligence, the team chose InOutsource to implement Intapp Intake and Conflicts in the cloud.

Click to Read the Full Article

CASE STUDY & WEBINAR: Ballard Spahr: Automating Audit Letter Responses with Intapp

We saw strong interest in our November webinar on audit letter response management. We were pleased to have the Ballard Spahr team join us to share their experience and answer questions.

For those who missed the live session, we have a recording available (contact us). And the written case study highlighting how the InOutsource team assessed the firm’s existing process for responding to audit letters, made recommendations for how it could streamline the process, and then worked to build a automation solution using the firm’s existing Intapp workflow software is available as well.

Click to Read the Full Article

Risk & IG — News and Resources

ARTICLE: Interview: In Discussion with A Law Firm Risk Expert

InOutsource’s Max Welsh was recently invited on a podcast to discuss law firm risk trends and thoughts on how teams can effectively make the case for investment and change.

For easy consumption, please see the PDF summary and expanded commentary of interview. Topics covered include:

strategies for making the case to invest in risk management
training and developing conflicts staff
and navigating Outside Counsel Guidelines

Click to Read the Full Article

ARTICLE: Information Governance — Navigating Today's Pressing Risk Challenges

Recently published by ARMA, this article discusses how to design and implement a modern information asset mapping process.

For many information governance professionals faced with assessing and mitigating regulatory compliance risks, the first step is justifying the need to build new processes, purchasing tools, and hiring more people.

Once you identify the risks, build a plan that identifies the required resources, a proposed schedule, and expected outcomes to address the risks and opportunities presented by new regulations.

Click to Read the Full Article

RISK IN REVIEW: Our Expanding Consulting Services: Ready to Advise, Consult and Execute

Whether you’re looking to tackle specific risk projects, or looking for guidance on how peers are navigating today’s challenges, we’re ready to connect, collaborate and contribute towards your risk insight and efficiency.

We’ve developed a new resource outlining the broad range of assistance we offer, including:

  • Risk Policies
  • Conflicts Practices
  • RFP & Audit Response
  • Staffing & Organizations
  • Data & Information Governance

Get it Touch to Learn More

ARTICLE: The IG Elephant in the Room: Protecting Your Team and Your Firm in the Age of Covid-19​

In this article, InOutsource President Nancy Beauchemin shares real-world examples of how firms are navigating the evolving technical and business challenges posed by the current crisis.

She also provides insights into how IG and records management teams can prepare for the challenges that lie ahead.

Topics include: staff organization, cost and vendor management, disposition trends, lawyer engagement and more.

Click for IG Insight

Analytics — News and Resources

2 MINUTE VIDEO: Better Analytics Drives Better Business Development -- A Fresh Approach to New Case Filing Intelligence

Timely information can provide a critical advantage in pitching for new business and delivering successful outcomes. Armed with timely information about case filings, firms can alert and proactively pitch services to clients and prospects — particularly in those “ahead of service of process” situations where clients aren’t even aware that they’re subject to new legal action.

A new, innovative solution from InOutsource, built on a modern data analytics platform, enables intelligence-driven business development, creating new opportunities for law firms to win new business.

We’ve put together a short video highlighting the solution:

Watch the Overview Video

WEBINAR: Data Literacy 101: Wrangling Data in the Modern Law Firm

No matter what role you play at firm, making better use of data can present new opportunities to enhance how you serve lawyers and clients.

And while many think about BI and analytics as complex topics and tools reserved for specialists, statisticians and the super-technical, there are basic concepts, intuitive tools and easy-to-follow approaches that can unlock the power of data for anyone who wants to develop their skills.

In “Data Literacy 101,” we’ll provide an introduction to the concepts of data analysis, what it takes to be data , and review what firms are doing to execute data-driven decisions.

Click to Register

buzz20_analytics

FRESH INNOVATION: Latest from DNA Labs: InOutsource BI & Analytics Innovation In Greater Depth

Working closely with clients, our Data and Analytics (DNA) practice often designs and develops tailor made solutions, in many instances pushing technical boundaries and testing limits.

We always welcome opportunities for new exploration and experimentation, treating these efforts as part of an initiative we call “DNA Labs.”

The fruits of many of these projects has much broader applicability and potential reach. And now we’re proud to share those ideas and opportunities with a broader audience. Let’s explore opportunities to implement new levels of insight at your firm.

Get it Touch to Learn More

buzz20_dna_labs

FileTrail in Focus

VIDEO: FileTrail Launches GPS 5.0 Watch Their Two-Minute Overview Video

The newest updates to FileTrail GPS (Governance Policy Suite) are designed to address the IG challenges of remote working, disposition related to cost-cutting and eliminating paper and policy management tied to increasingly stringent client and regulatory compliance requirements.

Watch Their Two-Minute Overview Video

Beeswax (Industry Insight)

InOutsource Partners with NetDocuments

We recently formalized a partnership with NetDocuments. A growing number of law firms pursuing digital transformation and information governance projects have been asking us to assist with streamlining how they configure and use NetDocuments from an IG point of view.

Formalizing our longstanding relationship with NetDocs allows us to optimize integrations between the DMS and the records management system, and help clients apply IG policies to their documents throughout the information lifecycle.

Read More About Our Partnership

Building “The Connected Firm”

Professional and financial services firms have more data than ever at their disposal, but deriving meaningful insights from that data — and converting knowledge into action — is easier said than done.

The growing recognition of connected data acknowledges that the historical division of data across business functions prevents firms from succeeding in today’s competitive marketplace.

READ MORE: “Unlocking the Power of Connected Data: Helping Your Firm Evolve Along the Insight-to-Action Continuum“

“You can’t govern what you can’t see.”

Have your information governance policies and processes fully adapted to remote working?

With so many people working from home due to the global health crisis, IT, security and information governance teams are reevaluating ways to ensure that employees (and contractors) are following best practices in information handling.

Many organizations have updated their information governance policies and delivered additional training to remote staff, and are implementing new systems to support more digital ways of working while enhancing security.

READ MORE: “Covid-19, Remote Working and Information Governance“

More Resources:

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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.