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Feb 09, 2018 version VANTAGE 2018 London Curriculum
CurriculumThe following is the most current VANTAGE 2018 EMEA Regional Conference curriculum (updated on Feb 09, 2018). New sessions will be added over thenext few weeks. Be sure to bookmark this web page and revisit for the most current schedule.
VANTAGE sessions qualify for CPE credit.
Sessions are listed as follows:VANTAGE ShowcaseGeneral InterestseBillingHub3E MatterSphere3E Workspace3E Design Gallery3E Business DevelopmentDevelopmentEnterpriseEnterprise/Envision to 3E3E
Schedule grid:A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
VANTAGE SHOWCASE
TUESDAY, FEBRUARY 20, 2018
Cyber Security, Cloud, and Sea Change
Cybersecurity remains a top priority for law firms and legal customers with law firmsacross the globe seeking to navigate a complex and radically shifting landscape.Against the backdrop of increasing market competition, tightening budgets and theindustry’s steady move towards cloud technology, legal leaders are tasked with anincreasingly important role in managing IT security. This lively discussion providesactionable intelligence of both growing threats and profound solutions as we advancein 2018.
BALLROOM 1
No Business Case Is an Island! Think Global and Holistic to Achieve BusinessBene�ts
Single projects and individual technology solutions can deliver many business benefitsbut in many cases they do not pack enough of a punch to deliver game changing costsavings and revenue raising benefits. If the law firm strategy is to drive up revenuesfrom existing fee earners whilst reducing operational cost overheads then holisticprogrammes of work with many collaborative projects and technologies is requiredand not single issue projects. This overview and case study looks at the MW Solicitor’sPrometheus Programme, how it was conceived, the 12 projects that make up theprogramme, the interaction and collaboration essential to success and what the endgame looks like.
BALLROOM 1
GDPR: Options to Allow You to Address Data Privacy Requirements as You Desire
Attend this cross-product session to learn about the options to be made available for3E, MatterSphere, 3E Business Development and Enterprise for you to address dataprivacy requirements at your firm. Data Privacy is a hot topic and expected to gethotter around the globe. Explore the existing feature offerings with us and bring yourquestions and ideas for where data privacy is headed in order to stay current with or astep ahead of the regulators.
BALLROOM 1
WEDNESDAY, FEBRUARY 21, 2018
Elite Unplugged!
You want answers? We've heard you loud and clear that you want to hear unrehearsedand "non-corporate speak" to your lingering questions or concerns. Please join AndrewPowell with MacFarlanes as he puts the Elite executive team on the "hot seat" andfacilitates what will hopefully be an unrehearsed and thought-provoking conversationwith Elite’s Executive Management team. Andrew has pledged that he will put theExecutive Management team to the task and will not let them dodge any of hisquestions! This session is bound to be lively and interesting as we explore everythingfrom strategy to tactical initiatives that help shape the future of law firms and ThomsonReuters Elite products.
BALLROOM 1
1:30 pm – 2:30 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
Best Practices with Implementing Elite Software Products – a Client Comparison
There are many ways firms can approach implementing Elite’s solutions like 3E,MatterSphere and Business Development Premier, and there are many decisions eachfirm needs to make to come up with the approach that works best for itscircumstances and requirements. Join us for a panel discussion on some of thesedecisions and how different firms tackled them. Hear what they might have donedifferently had they the benefit of hindsight, and get some tips and tricks from peerswho have gone before you and are happy to share their experiences for the benefit ofall.
BALLROOM 1
GENERAL INTERESTS
TUESDAY, FEBRUARY 20, 2018
3E: What's New and Product Roadmap
Join our 3E Product Management Team as they review the upcoming featuredevelopment for 3E.
BALLROOM 1
Conversion and Migration Bootcamp: Practical Tipsto Help You Prepare for New Practice ManagementSoftware
It only makes natural sense that when a firm goesthrough a practice management conversion ormigration their first goal is to make sure they canproduce the same results that they had with previousversions. However, many clients realise after the factthat there were inherent opportunities to improveand align processes, advance deliverables, andstrategically use the conversion as a way ofbetterment for the firm. Wilson Legal Solutions andit’s team is well versed in working with firms to identifyopportunities for improvement while establishing asolid plan to bring the firm through a conversion ormigration with as much benefit as possible. Thisinformative session will feature experts at WilsonLegal as they lead an interactive discussion on howbest to position your firm when taking on theseengagements. Discover practical tips on how to avoidthe pitfalls that can lengthen many of theseengagements while discovering the additionalbenefits. Join in a real world case study illustrating theneed for proactive planning well before anengagement starts.
PLAZA SUITE 3
3E Data Insights – Data Analytics Made Easy
Join us as we showcase 3E Data Insights, our new DataAnalytics product. See how the powerful combinationof Data Insights, Microsoft Power BI, and the DataWarehouse Console can unify all of your organization’sdata into insightful and actionable information thathelps keep your business on track. Learn how 3E DataInsights approach to delivering standard supportedcontent provides the foundational elements that makeData Insights a self-service data analytics solution. Theproduct development roadmap will also be presented.
PLAZA SUITE 6
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
xcelerate Budgeting, Forecasting and Reporting
Extend your investments and learn how xcelerate helps the world's largest firms. Seethe latest version and new features for even deeper insights into your firm's mostimportant metrics. Learn how xcelerate Budgeting and Forecasting, built for 3E andEnterprise customers, can help your firm protect profits with real-time budget insightand skyrocketing efficiency and accuracy. Come hear customer case studies andexciting new announcements.
PLAZA SUITE 3
International Payments and Elite Integration – anInnovative Process Improvement!
In today’s global economy, managing risk byprotecting the firms’ international payment and costrecovery process is not only smart – it’s essential. Thissession focuses on the “Invoice » Billing » Payment”life cycle, including: direct invoice processing, datacapture, exchange rate protection, Elite integration,compliance protection, vendor remittance & fundstransfer. This session will address seamless mattercurrency billing without currency risk upon payment.As a pioneer of direct invoice processing, GlobalExchange transcends existing workflow into a fluidinternal process. This enables firms to maintain 100%control with full integration into Elite. Discussiontopics include: • Current issues facing firms relating tocost recovery for international payments. • Eliteintegration without exchange rate, billing or systemconstraints. • Practical, effective strategies for animproved global payment process. • How to ensurethe integrity of the firm is protected.
PLAZA SUITE 3
How Performance Testing Was Employed to EnsureSuccess for a Global Rollout of 3E
With the rollout of any enterprise platform comes risksrelating to performance and the user experience. Joinus for a close up look at a 3E performance testingproject, simulating the conditions and variousworkloads throughout the financial year that the 3Eplatform would need to perform against to ensure asuccessful global rollout of the platform.
PLAZA SUITE 10
Getting the Best Out of Support
Come get Support’s top tips on how to troubleshootthe most common problems, like how to interpreterror messages, how to read the error on the logs,and how to resolve common Posting and Billsumerrors.
PLAZA SUITE 4
WEDNESDAY, FEBRUARY 21, 2018
Law Firm Pro�tability: Trends and Dynamics from a Global Market Perspective
This session will provide an executive overview of the latest insights and businessdrivers in law firm profitability analysis and reporting with the global legal market. Thebriefing will be led by Tom Jones, President of Iridium Technology. Iridium providesbusiness intelligence and profitability solutions for law firms in the US, APAC, andUK/EMEA. The firms cover all sizes, from single-office to multi-national. This session willhighlight the current trends and upcoming developments for profitability analysis andreporting by firms in the US and other regions. The session will include numerous"mini case studies" to show how the trends are being applied by firms.
PLAZA SUITE 3
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
Combining Strengths to Get More Out of the EliteProduct Set
Whether you need to migrate off Enterprise or yourbusiness has a strategy to merge with other firms,there are strategies, thinking and execution which wecan help you with today. We will share some casestudies which illustrate solutions that have helpedfirms understand and reduce the challenges ofaligning core systems to the execution of corporatestrategy. Firms are increasingly seeing the need torun their businesses more efficiently; they areintegrating applications and sharing data acrossplatforms. Many of the applications were configuredfor a time when the business was fundamentallydifferent. Learn how to increase efficiency throughdata management tools which can help ensure thatthe data in your PMS is consistently high quality witheither the benefits of an easier and better migrationor better quality data in PMS. A joint panelpresentation by Pinnacle, Opes and Athenian who willbe merging in 2018.
PLAZA SUITE 3
Envision - Preparing Your Business For The NextGeneration
This session will look at the steps Envision customerscan take to ready themselves for the move to the nextgeneration practice management system. Hear howyou can save time in a project by preparing for theproject in a number of simple ways.
PLAZA SUITE 6
How Billing and E-billing Rules Checking Works: How Your Law Firm Can IncreaseCompliance AND Pro�tability
Most firms are losing revenue because their bills are submitted full of errors. Billingand e-billing compliance has a direct and immediate impact on your bottom line. Whenbills are not in compliance, invoices are rejected and money is left on the table. Despitethis, many firms struggle with managing and achieving billing compliance. In thissession, we’ll discuss: What you need to know to effectively manage e-billing andOutside Counsel Guidelines (OCG). How to maximize profits by managing OCG andbilling guidelines. Strategies to reduce write-offs through OCG and billing compliance.
PLAZA SUITE 3
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
EBILLINGHUB
TUESDAY, FEBRUARY 20, 2018
E-billing of Today
As e-billing grows and evolves, eBillingHub is hard at work making sure that we canhelp law firms bill more effectively today. We'll take a look at the latest trends in theindustry, recent eBillingHub improvements, and eBillingHub's plans to enhance billingdepartment processes.
PLAZA SUITE 7
eBillingHub: What's New and Product Roadmap
Here at eBillingHub, we recognize that the needs of e-billing go far beyond the actualbill. We'll take a look at the near-term and long-term roadmaps for the eBillingHubteam, and show you how we plan to make e-billing bring greater value for your lawfirm.
PLAZA SUITE 7
WEDNESDAY, FEBRUARY 21, 2018
Common E-billing Mistakes Managers Should Know About and How to Assist inCorrecting Them - Part I
Learn about common mistakes regarding on-boarding of a new e-billed client withineBillingHub.
PLAZA SUITE 7
Common E-billing Mistakes Managers Should Know About and How to Assist inCorrecting Them - Part II
In Part II, we will show you the best reports that e-billers typically don’t use that canassist eliminate errors in e-billing.
PLAZA SUITE 7
Common E-billing Mistakes Managers Should Know About and How to Assist inCorrecting Them - Part III
Rejections can slow down the e-billing process - let us show you how to resolve thosecommon e-billing mistakes.
PLAZA SUITE 7
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
3E MATTERSPHERE
TUESDAY, FEBRUARY 20, 2018
3E MatterSphere Features Tour
Join us whilst we take you on a tour of discovery. Journey through the highlights ofdocument management. Travel the peaks of case management and venture throughthe trails of tasks flow to the new adventures of mobility.
PLAZA SUITE 10
MatterSphere Developer Productivity
This session will cover areas such as MatterSphere debugging scenarios, creating anddistributing custom controls, code re-use, and version control.
PLAZA SUITE 10
WEDNESDAY, FEBRUARY 21, 2018
Overview of 3E and MatterSphere Data Integration
Come see how MatterSphere, paired with 3E, provides the smooth and efficientbusiness request process your lawyers and assistants demand. View a demonstrationof the integration enabled by the Data Sync feature of 3E Workspace. A basic overviewof the use cases and field mapping will be provided. Guidance for how to definerequirements to tailor the integration to your firm will be discussed.
PLAZA SUITE 6
3E MatterSphere: What's New and ProductRoadmap
Join us for a year-in-review discussion coveringmatters or questions that have come up since the lastuser conference. We’ll also highlight what’s coming inthe future MatterSphere roadmap.
PLAZA SUITE 8
Creating an Add-In for 3E MatterSphere
Walk through of creating an Add-In for 3EMatterSphere - what, why, and how.
PLAZA SUITE 10
Client Panel: Our Journey with 3E MatterSphere
Join leaders from multiple law firms for an open discussion on the strategic objectivesthat they are attempting to solve with 3E MatterSphere, and how the system is beingused by the practices and lawyers to increase competitiveness. Audience participationis encouraged.
BALLROOM 1
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
3E WORKSPACE
TUESDAY, FEBRUARY 20, 2018
The Future Has Arrived for the Lawyer User Experience
Learn how 3E MatterSphere and 3E Workspace combine to meet the needs of themodern lawyer. You’ll get a demonstration of how these two products use MicrosoftOffice, web and mobile user interfaces, and a virtual assistant (Hello, Alexa!) to providedocument automation and storage, tasks and time entry on the go and via voicecommands, persona based financial reporting and actionable insights, proformareview, business development and more.
PLAZA SUITE 4
Data Sync Using 3E Workspace Integration Framework
Overview of data sync and how you can configure additional fields for synchronisationand troubleshooting.
PLAZA SUITE 7
WEDNESDAY, FEBRUARY 21, 2018
3E Workspace Mobile: What's New and Product Roadmap
Many exciting things are happening with 3E Workspace Mobile - the lawyer userexperience that brings together financial management, proforma, mattermanagement, business development and more. Come get a glimpse of our roadmapof new functionality planned for the product's future releases.
PLAZA SUITE 10
3E DESIGN GALLERY
TUESDAY, FEBRUARY 20, 2018
3E Design Gallery: What's New and Product Roadmap
Many exciting things are happening with 3E Design Gallery. Come learn how 3E Cloudearly adopters are benefiting from the cloud version of 3E Design Gallery. Get thelatest information on the roadmap for upcoming features such as DMS integrations,solution authoring tools, and more.
PLAZA SUITE 6
WEDNESDAY, FEBRUARY 21, 2018
3E Design Gallery: New Standard Solutions – Now for Enterprise and 3E
A new set of standard solutions for 3E Design Gallery v3 have been created for usewith both 3E and Enterprise. In this session you will get an overview and demo of thesenew solutions that will cover their benefit, default configurations, and the portabilitybetween Enterprise and 3E. Additionally, you will see why Enterprise customers arestarting 3E Design Gallery now to make their future 3E transition easier.
PLAZA SUITE 4
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
11:30 am – 12:30 pm
3:00 pm – 4:00 pm
3E BUSINESS DEVELOPMENT
TUESDAY, FEBRUARY 20, 2018
3E Business Development: What's New and Product Roadmap
What's new with 3E Business Development and where is it headed? The most excitingfeatures released over the past year and future roadmap direction will be reviewedincluding the new 3E Business Development in the Cloud offering.
PLAZA SUITE 8
Breaking Down the Data Silos: Why Time and Billing Data Is Important to BusinessDevelopment
3E Business Development enables you to leverage integrated financial data in your BDinitiatives. Come learn what financial data you should select for integration and howthat data can power cross-selling opportunities, key client programs, pitch teams, andmore. Additionally, you will learn how linking client data with BD data can benefit yourlawyers.
PLAZA SUITE 8
WEDNESDAY, FEBRUARY 21, 2018
Driving ROI and Lawyer Engagement in Business Development
Plan, Engage, Convert, Measure, Communicate - Repeat. Join this exciting livedemonstration of Business Development Premier to learn best practices for planningyour BD campaigns, driving ROI, demonstrating success and empowering your lawyersto engage with minimal effort.
PLAZA SUITE 8
Trends and Dynamics of Legal Marketing and Business Development
The importance of list management and email marketing is widely recognized in legalmarketing. How are firms raising the bar to achieve even more? This session willhighlight the current trends for legal marketing and business development withpractical applications for progressively advancing your Marketing and BusinessDevelopment strategies with 3E Business Development.
PLAZA SUITE 8
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
DEVELOPMENT
TUESDAY, FEBRUARY 20, 2018
MatterSphere Developer Productivity
This session will cover areas such as MatterSpheredebugging scenarios, creating and distributingcustom controls, code re-use, and version control.
PLAZA SUITE 10
3E Framework Under the Hood
Join us as we walk through the life of a 3E process. Wewill dig into what happens behind the scenes and giveyou tips and tricks to develop more performant 3Eapplications.
PLAZA SUITE 6
Data Sync Using 3E Workspace Integration Framework
Overview of data sync and how you can configure additional fields for synchronisationand troubleshooting.
PLAZA SUITE 7
WEDNESDAY, FEBRUARY 21, 2018
Creating an Add-In for 3E MatterSphere
Walk through of creating an Add-In for 3EMatterSphere - what, why, and how.
PLAZA SUITE 10
3E Work�ows
Discover the new Workflow Engine in 3E 2.8 and seehow easy it is to create new workflows using theWorkflow Configuration process.
PLAZA SUITE 4
Elite Developer Panel
Join us for an open Q&A on development topics.
PLAZA SUITE 1 & 2
1:30 pm – 2:30 pm
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
ENTERPRISE
TUESDAY, FEBRUARY 20, 2018
Enterprise Billing Rates Best Practices
With complex rate demands and exceptions on the rise, this session will help you gaina better understanding of the hierarchy of standard and alternate billing rates andoptions available to you.
PLAZA SUITE 5
Enterprise Write-ups and Write-downs Best Practices
Join us for an in-depth review of the various write-up and write-down options availablein Enterprise. Discover how these transactions flow through the system in terms ofrealisation and postings and learn about their impact on statistics and reporting.
PLAZA SUITE 5
WEDNESDAY, FEBRUARY 21, 2018
3E Design Gallery: New Standard Solutions – Nowfor Enterprise and 3E
A new set of standard solutions for 3E Design Galleryv3 have been created for use with both 3E andEnterprise. In this session you will get an overviewand demo of these new solutions that will cover theirbenefit, default configurations, and the portabilitybetween Enterprise and 3E. Additionally, you will seewhy Enterprise customers are starting 3E DesignGallery now to make their future 3E transition easier.
PLAZA SUITE 4
Enterprise Favourite Features
Join the Elite frontline product subject matter expertsto hear some of their favourite features. This is a greatopportunity if you are looking for ways to streamlineyour system and business processes.
PLAZA SUITE 5
Enterprise Data Mining Tips and Tricks
Discover useful tips and tricks for mining data in Enterprise. Get a betterunderstanding of your data and how to troubleshoot problems.
PLAZA SUITE 5
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
ENTERPRISE/ENVISION TO 3E
TUESDAY, FEBRUARY 20, 2018
Readying Your Enterprise Data for a 3E Conversion
Come learn how to prepare you Enterprise data to ensure a successful conversion to3E. In this session, we will focus on the elements required for a successful dataconversion to 3E. Learn about data integrity processes, tips and techniques on dataclean-up, and best practices that prepare your data for migration.
PLAZA SUITE 9
Our 3E Project
Are you interested in hearing from an Enterprise customer that is activelyimplementing 3E now? If so, this is a session not to be missed! Learn how this firmprepared for and is executing their 3E implementation project including what’sworking, what didn’t, and areas to closely monitor.
PLAZA SUITE 9
Top 10 Reasons to Move to 3E
Join us for an exploration of the top 10 innovative reasons for Enterprise and Envisioncustomers to move to 3E.
PLAZA SUITE 9
WEDNESDAY, FEBRUARY 21, 2018
Transitioning to 3E: Advanced Billing Arrangements
Join us while we explore how 3E and Enterprise differ when handling advanced billingarrangements, including multi-payor, splits, fixed fee, volume discounts and alternativefee arrangements.
PLAZA SUITE 9
Technical Infrastructure: Understanding the 3E Product Systems Requirements
Join us for a stem-to-stern review of the 3E Product System Requirements (PSR) and acompare-and-contrast to Enterprise and Envision.
PLAZA SUITE 9
Implementation Readiness Services Overview
Are you wondering how to start developing a strategy to move to 3E? This tutorial willhelp you to develop a vision by identifying the business needs that drive 3E value suchas your current pain points, critical business processes, and success criteria. We willtake you through a combined technical and application session, including a review of achecklist on what can be done today to prepare for your 3E implementation, while stilldelivering value in Enterprise.
PLAZA SUITE 9
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
3E
TUESDAY, FEBRUARY 20, 2018
3E: What's New and Product Roadmap
Join our 3E Product Management Team as they review the upcoming featuredevelopment for 3E.
BALLROOM 1
3E Data Insights – Data Analytics Made Easy
Join us as we showcase 3E Data Insights, our newData Analytics product. See how the powerfulcombination of Data Insights, Microsoft Power BI, andthe Data Warehouse Console can unify all of yourorganization’s data into insightful and actionableinformation that helps keep your business on track.Learn how 3E Data Insights approach to deliveringstandard supported content provides thefoundational elements that make Data Insights a self-service data analytics solution. The productdevelopment roadmap will also be presented.
PLAZA SUITE 6
3E Reporting A-Z
Join this sessions to get a better understanding of thebasics, and how to use soft reports, enquiries and liststo get at your daily data. This session will also coversome pointers, and subtle features within 3EReporting, that can help simplify the data gatheringprocess in 3E. Learn how to use, configure, schedule,and apply retention of 3E Metrics. Additionally, you willsee how predefined or customised metrics offer a viewinto the most recent system activity and make instantreporting a breeze.
PLAZA SUITE 1 & 2
What's New in 3E 2.8.1 Financials
Join us as we discuss new feature enhancements inthe 2.8.1 release with 3E Billing, Time Capture,Collections, and Notify.
PLAZA SUITE 4
3E Framework Under the Hood
Join us as we walk through the life of a 3E process. Wewill dig into what happens behind the scenes and giveyou tips and tricks to develop more performant 3Eapplications.
PLAZA SUITE 6
3E Balancing Improved
Since 3E 2.7.2, we've been adding new balancingfunctionality that helps you streamline your month-endbalancing. Discover the new 3E Month End ProcessingDashboard that steps you through the activitiesneeded to complete transaction processing, closingunit periods, and scheduling balancing reports.Experience the new streamlined At-a-Glancedashboard and the supporting drill-downs to helppinpoint discrepancies.
PLAZA SUITE 1 & 2
Managing 3E Customisations
In this session, we will discuss both the benefits andthe steps necessary to move customisations madethrough the 3E Integrated Development Environment(IDE) between the firm’s instances. We also willdiscuss best practices for managing customisations.
PLAZA SUITE 5
4:15 pm – 5:15 pm
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
Getting the Best Out of Support
Come get Support’s top tips on how to troubleshootthe most common problems, like how to interpreterror messages, how to read the error on the logs,and how to resolve common Posting and Billsumerrors.
PLAZA SUITE 4
3E Volume Discounts and Alternative Fees
Today's clients are asking for new large volumediscounts and alternative fee arrangements, in additionto all of the rate structures. Come find out how to usethe 3E volume discounts and alternative feearrangements and see how to make them work foryou.
PLAZA SUITE 8
WEDNESDAY, FEBRUARY 21, 2018
3E Design Gallery: New Standard Solutions – Nowfor Enterprise and 3E
A new set of standard solutions for 3E Design Galleryv3 have been created for use with both 3E andEnterprise. In this session you will get an overviewand demo of these new solutions that will cover theirbenefit, default configurations, and the portabilitybetween Enterprise and 3E. Additionally, you will seewhy Enterprise customers are starting 3E DesignGallery now to make their future 3E transition easier.
PLAZA SUITE 4
3E Con�gurations and Customisations
Join us for a walk-through of some real-world examplesof how your firm can configure and customise 3E tomeet your unique needs. We will talk about makingminor modifications like turning on attachments andauditing and discuss best practice approaches tocustomisations, including coding standards. Thissession will also highlight the top customisationsimplemented at Elite customer sites by our TechnicalServices team and pinpoint the problems that werepresented and how the customisations solved them.
PLAZA SUITE 1 & 2
Bring Your Data to Life with Microsoft’s Power BI
Microsoft Power BI is a powerful way to transform,analyze and visualize data. Learn how to use standardreporting content from 3E Data Insights to create andshare stunning, impactful reports that communicateyour message effectively. See how to leverage PowerBI beyond 3E Data Insights by easily connecting toother data sources and learn how to ask questions ofyour data. Take your data mining to the next levelwith Microsoft Power BI.
PLAZA SUITE 10
3E Work�ows
Discover the new Workflow Engine in 3E 2.8 and seehow easy it is to create new workflows using theWorkflow Configuration process.
PLAZA SUITE 4
3E Tax Matrix Explained
Learn how to use the tax matrix to better managebilling between tax jurisdictions. This session will showyou how to develop a tax area matrix that derives thecorrect taxes based on the countries/tax areasinvolved in a bill.
PLAZA SUITE 1 & 2
Elite Developer Panel
Join us for an open Q&A on development topics.
PLAZA SUITE 1 & 2
3E Favourite Features
Join Elite’s front-line product subject matter experts tohear some of their favorite features. This is a goodsession for new customers getting an understanding of3E as well as established customers looking for ways tobe more efficient with the system and businessprocesses.
PLAZA SUITE 4
4:15 pm – 5:15 pm
Top 3E Performance, Administration andTroubleshooting Tips
What is the right formula for making sure your 3Esystem is running just right? Find out in thispresentation as we discuss the 3E infrastructure,system maintenance, metric retention, and taskscheduling. Learn about new 2.8.1 features for taskmaintenance, local printing, and TLS and encryptionoptions. Support’s top tips for troubleshooting themost common problems such as how to interpreterror messages, how to read errors in the logs, andhow to resolve common posting and Billsum errorswill also be discussed.
PLAZA SUITE 5
3E User Group
BALLROOM 1
Feb 09, 2018 versionSESSION SCHEDULE GRID
TUESDAY, FEBRUARY 20, 2018
10:00 am |
11:00 am
Keynote
VANTAGE Keynote
BALLROOM 1
11:30 am |
12:30 pm
General Interests / 3E
3E: What's New and Product Roadmap
BALLROOM 1
1:30 pm |
2:30 pm
VANTAGE Showcase
Cyber Security, Cloud, and Sea Change
BALLROOM 1
General Interests
Conversion and Migration Bootcamp:Practical Tips to Help You...
PLAZA SUITE 3
General Interests / 3E
3E Data Insights – Data Analytics MadeEasy
PLAZA SUITE 6
eBillingHub
Ebilling of Today
PLAZA SUITE 7
3E MatterSphere
3E MatterSphere Features Tour
PLAZA SUITE 10
3E Business Development
3E Business Development: What's Newand Product Roadmap
PLAZA SUITE 8
Enterprise
Enterprise Billing Rates Best Practices
PLAZA SUITE 5
Enterprise/Envision to 3E
Readying Your Enterprise Data for a 3EConversion
PLAZA SUITE 9
3E
3E Reporting AZ
PLAZA SUITE 1 & 2
3E
What's New in 3E 2.8.1 Financials
PLAZA SUITE 4
3:00 pm |
4:00 pm
VANTAGE Showcase
No Business Case Is an Island! ThinkGlobal and Holistic to...
BALLROOM 1
General Interests
xcelerate Budgeting, Forecasting andReporting
PLAZA SUITE 3
eBillingHub
eBillingHub: What's New and ProductRoadmap
PLAZA SUITE 7
3E MatterSphere / Development
MatterSphere Developer Productivity
PLAZA SUITE 10
3E Workspace
The Future Has Arrived for the LawyerUser Experience
PLAZA SUITE 4
3E Business Development
Breaking Down the Data Silos: Why Timeand Billing Data Is...
PLAZA SUITE 8
Development / 3E
3E Framework Under the Hood
PLAZA SUITE 6
Enterprise/Envision to 3E
Our 3E Project
PLAZA SUITE 9
3E
3E Balancing Improved
PLAZA SUITE 1 & 2
3E
Managing 3E Customisations
PLAZA SUITE 5
4:15 pm |
5:15 pm
VANTAGE Showcase
GDPR: Options to Allow You to AddressData Privacy Requirements as...
BALLROOM 1
General Interests
International Payments and EliteIntegration – an Innovative...
PLAZA SUITE 3
General Interests
How Performance Testing Was Employedto Ensure Success for a...
PLAZA SUITE 10
General Interests / 3E
Getting the Best Out of Support
PLAZA SUITE 4
3E Workspace / Development
Data Sync Using 3E WorkspaceIntegration Framework
PLAZA SUITE 7
3E Design Gallery
3E Design Gallery: What's New andProduct Roadmap
PLAZA SUITE 6
Enterprise
Enterprise Writeups and WritedownsBest Practices
PLAZA SUITE 5
Enterprise/Envision to 3E
Top 10 Reasons to Move to 3E
PLAZA SUITE 9
3E
3E Volume Discounts and AlternativeFees
PLAZA SUITE 8
WEDNESDAY, FEBRUARY 21, 2018
10:00 am |
11:00 am
Keynote
Keynote Back to Basics: What Role CanInternal Communication...
BALLROOM 1
11:30 am |
12:30 pm
VANTAGE Showcase
Elite Unplugged!
BALLROOM 1
General Interests
Law Firm Profitability: Trends andDynamics from a Global Market...
PLAZA SUITE 3
eBillingHub
Common Ebilling Mistakes ManagersShould Know About and How to...
PLAZA SUITE 7
3E MatterSphere
Overview of 3E and MatterSphere DataIntegration
PLAZA SUITE 6
3E Design Gallery / Enterprise / 3E
3E Design Gallery: New StandardSolutions – Now for...
PLAZA SUITE 4
3E Business Development
Driving ROI and Lawyer Engagement inBusiness Development
PLAZA SUITE 8
Enterprise
Enterprise Favourite Features
PLAZA SUITE 5
Enterprise/Envision to 3E
Transitioning to 3E: Advanced BillingArrangements
PLAZA SUITE 9
3E
3E Configurations and Customisations
PLAZA SUITE 1 & 2
3E
Bring Your Data to Life with Microsoft’sPower BI
PLAZA SUITE 10
1:30 pm |
2:30 pm
VANTAGE Showcase
Best Practices with Implementing EliteSoftware Products – a...
BALLROOM 1
General Interests
Combining Strengths to Get More Out ofthe Elite Product Set
PLAZA SUITE 3
General Interests
Envision Preparing Your Business ForThe Next Generation
PLAZA SUITE 6
eBillingHub
Common Ebilling Mistakes ManagersShould Know About and How to...
PLAZA SUITE 7
3E MatterSphere
3E MatterSphere: What's New andProduct Roadmap
PLAZA SUITE 8
3E MatterSphere / Development
Creating an AddIn for 3E MatterSphere
PLAZA SUITE 10
Development / 3E
3E Workflows
PLAZA SUITE 4
Enterprise
Enterprise Data Mining Tips and Tricks
PLAZA SUITE 5
Enterprise/Envision to 3E
Technical Infrastructure: Understandingthe 3E Product Systems...
PLAZA SUITE 9
3E
3E Tax Matrix Explained
PLAZA SUITE 1 & 2
3:00 pm |
4:00 pm
General Interests
How Billing and Ebilling Rules CheckingWorks: How Your Law Firm...
PLAZA SUITE 3
eBillingHub
Common Ebilling Mistakes ManagersShould Know About and How to...
PLAZA SUITE 7
3E MatterSphere
Client Panel: Our Journey with 3EMatterSphere
BALLROOM 1
3E Workspace
3E Workspace Mobile: What's New andProduct Roadmap
PLAZA SUITE 10
3E Business Development
Trends and Dynamics of Legal Marketingand Business Development
PLAZA SUITE 8
Development / 3E
Elite Developer Panel
PLAZA SUITE 1 & 2
Enterprise/Envision to 3E
Implementation Readiness ServicesOverview
PLAZA SUITE 9
3E
3E Favourite Features
PLAZA SUITE 4
3E
Top 3E Performance, Administration andTroubleshooting Tips
PLAZA SUITE 5
4:15 pm |
5:15 pm
3E
3E User Group
BALLROOM 1
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