CMS (Aderant Expert) Back-Office implementation (all applications)

• Definition of Project
• Development/Maintenance of Project Plan
• System setup (parameters, codes, etc.)
• Definition of system process
• Definition of application procedures/policies
• Definition/development of finance and application reporting
• Go-live assistance

CMS (Aderant Expert) Back-Office conversion consulting

• Conduct and document data mapping
• Develop SQL conversion validation scripts
• Conduct conversion data validation
• Produce data validation reports for users

CMS (Aderant Expert) Back-Office training (all applications)

• Define user requirements for training
• Develop training documentation
• Develop training agendas
• Conduct training
• Document feedback training sessions and make recommendations

Executive Dashboard Design

• Identify CMS (Aderant Expert) Back-Office components (APIs, web-based inquiries)
• Define key performance indicators per user requirements
• Design web-based inquiries/nuggets

CMS (Aderant Expert) Back-Office inquiry design/development

• Define inquiry specifications per user requirements
• Develop and test inquiries
• Document inquiries (including training materials if required)

CMS (Aderant Expert) Back-Office report design/development

• Define report specifications per user requirements
• Develop and test reports
• Document reports (including training materials if required

CMS (Aderant Expert) Back-Office CMS Alert! design/development

• Define notification per user requirements
• Design/develop report
• Define, develop, schedule and test CMS Alert!
• Document CMS Alert!

CMS (Aderant Expert) Back-Office Docudraft design/development

• Define bill format specifications per user requirements
• Define bill format modules per user requirements
• Develop and test bill formats
• Document bill formats (including training materials if required)
• Setup and maintain bill format matter options

Electronic Billing consulting/development

• Implement and customize data feed to standard formats (including
• Ledes, Tymetrix bill formats)
• Test electronic billing formats with client-side users
• Document electronic billing procedures

General Ledger Chart and Map implementation/consulting

• Consulting on chart of accounts
• Consulting on financial statements
• Consulting and implementation of G/L Map per user requirements
• Testing of G/L Map
• Documentation of G/L Map

Omni-currency implementation/consulting

• Setup of currency codes, rates and G/L Map
• Testing of all transaction, office and source office currency conversions per CMS.Net applications affect
• Modifying all reports/inquiries to incorporate Omni-currency

Foreign office implementation/consulting

• Setup of tax codes and other Foreign office requirements
• Design and development of Foreign office reports and bill formats

CMS (Aderant Expert) Back-Office software upgrade consulting/testing

• Explanation of release notes
• Testing of new and existing functionality in test environment
• Onsite/Offsite user assistance pre/during/post upgrade

CMS (Aderant Expert) Back-Office system administration (security, setup, month-end, year-end)

• Definition of application and row security
• Implementation of application and row security
• Consulting in day-end, month-end and year-end processing and reporting

Quick Image (ATG product) implementation

• Define firm requirements for imaging
• Consulting on software, scanner and bar-code reader installation
• Document processes, procedures and policies regarding images
• Design training for Quick Image users

FRx implementation and reporting

• Design, develop and test FRx financial reports

Business Process Reengineering

• Define current processes
• Identify opportunities for automation of processes
• Identify training issues
• Identify and report erroneous data issues
• Design and develop improved work flow to eliminate erroneous and/or dual processing
• Design/develop custom applications/reports/inquiries to ease manual processing and/or deficient data warehousing
• Design and deliver refresher training