Date post: | 24-May-2015 |
Category: |
Business |
Upload: | collier-pickard |
View: | 176 times |
Download: | 1 times |
Agenda10:00 Registration and coffee10:30 Introduction to the day & Metis roadmap11:00 Metis product demonstration and feedback11:30 Metis CRM Data Validation tools - Data812:30 Lunch13:00 Metis future requirements discussion16:00 End session with drinks
Welcome
Metis philosophy
Metis Framework
External Data
Best Practice
Creative Partners
Inbound Marketing
Outbound Marketing
Analytics
Best in class Technology• SalesLogix• QlikView• dotMailer• HubSpotBest of breed Services• Jellyfish Legal• Pennington Hennessy• Metis User GroupBest in class Data• Data8• LinkedIn• Companies House
Metis application scope
Metis road map
Market Trends
Metis V8.0 – Spring 2013• Inclusion of items requested by Metis User Group• Enhance data visualisation to create “Grids” control available
for all entities• Further simplification of User Interface• Round Out CRM Features• Deliver an end-user Form Designer for Web and Mobile• Improve Cloud Auto-upgrades & On-boarding
Metis V8.1 – Spring 2014• Advance CRM Feature set to maintain market leadership• Inclusion of items requested by Metis User Group• More Focus on Auto-upgrades – to continue to reduce cost of
ownership• Embedded in Outlook – continued enhancement and
development of the Metis toolbar in Outlook• Process Designer – allow for the rapid mapping and
implementation of business processes• Ecosystem – continue to extend the Metis Ecosystem through
partnerships with other centres of excellence in the legal marketplace.
Metis Demonstration
User Auditing6th – 11th March User Name UserId Hours Minutes
U6UJ9A00002Y 250 59
U6UJ9A00000X 250 59
U6UJ9A00003I 229 15
U6UJ9A00005V 228 32
U6UJ9A00003R 206 21
U6UJ9A00000W 201 49
U6UJ9A00000O 185 42
U6UJ9A00005S 163 53
U6UJ9A00004T 116 33
U6UJ9A00000H 101 30
U6UJ9A00005Y 45 41
U6UJ9A00004V 44 11
U6UJ9A000048 36 57
U6UJ9A00002W 19 30
U6UJ9A000060 11 35
U6UJ9A00001M 9 8
U6UJ9A00004Z 5 56
U6UJ9A00004J 2 20
U6UJ9A000041 1 26
U6UJ9A000067 1 12
ADMIN 0 15
Core Metis
Even
ts(W
indo
ws
Clie
nt)
Core MetisI know this personInstant AccessAnti Money LaunderingWills/Legal TabsDo not solicitClient TeamsMailings TabLegal TerminologyData ValidationCustomer SatisfactionQuarantine contactsContact TimelineOpportunity TimelineEnhanced SecurityPrivate IndividualsValue GridReferralsOutlook Metis ToolbardotMailer IntegrationMetis User Auditing
What’s missing?Events in the web?Where is the “WOW!” ?
Data8