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The Trouble With Testing

July 21, 2010 by Dave Kane

Everyone knows that installing a new or upgrading an existing system can come with headaches. To make any implementation a successful one in the eyes of your users, you have to make their experience as easy and trouble free as possible.

The most important thing that we (meaning us at ADV and you, our partners in implementation) do is test and test and test. Testing a workstation implementation can be tricky though.

Asking for a test workstation is a normal request we make any time we are doing an implementation. After doing a new install or an upgrade, we at ADV like to make sure things are working from a technical and functional perspective before we hand things off to the client or IT Service partner. The trouble is that we often get a workstation that is relatively clean to test with. This is where a major difference can be made.

A pilot program can make the difference. Having a group of users spend time working with the system in the way they would normally work can catch issues and bugs before things get rolled out to the entire organization. Having a good mix of power and casual users is always beneficial, everyone works different. Yes, we may be taking time away from actual work to do that testing. But, the cost is more than made up for in adaptation and user acceptance of the new system, less down time in production trouble shooting and better training as we learn how you work.

ADV is very familiar with the functionality of the products we are there to help you implement. However, we only have a limited idea of how your users are going to work. Over the years, I have learned a tremendous amount from watching users when we are trouble shooting problems. They will do things that I, as a technical user, would never even dream of trying. The phrase, “I never knew you could do that.” has passed my lips more than once.

When you look over that project plan, ask yourself… “Do we have a pilot testing plan?”

Extended Dynamic Views for Legal

July 20, 2010 by Jerry Dolezal

We’ve been talking to a number of legal administrators and IT Directors recently that have been frustrated in their attempts to develop and implement a matter centric model for their firm.  Whether it is by eliminating some document types, or developing a foldering structure that emulates their practice groups and processes, or just technical hurdles – there’s a quite a few firms that are struggling with the technology. 

 That’s why we’re so excited about “Extended Dynamic Views”.  It works. 

 Extended Dynamic Views isn’t a product, it isn’t new, third party code. It’s a way of customizing Dynamic Views that creates a both a flexible and an intuitive data structure.  The benefits include: better user adoption, the ability to drag and drop into matter folders is more accurate, and encourages the placement of emails into the repository so that your users can accurately gather all relevant matter information and then find it intuitively.

 It works, it’s cool and it increases the value of your previous eDOCS investments.

 Lean more about it here.  We’d be happy to demo it for you!

Extended Dynamic Views: A New Twist on the Familiar

July 15, 2010 by Ann Elliott

Most firms – even ADV – have been through the transition of moving from paper to network file sharing to document management.  It’s often a struggle, but we get there, though there are many compromises along the way.  We know transforming business practices to match technology often requires some behavioral changes.  We are frequently reminded that a cookie cutter approach does not always fit.  We have witnessed many of these transitions, and the compromises required for the greater good of technology. 

So we take a deeper look into matter-centricity – kind of like metadata revisited (sounds a bit like Brideshead Revisited?…well, no, but it sounds intriguing, doesn’t it?).  We have discovered that it really is possible to define standards around the general organizational structure of our documents, while still allowing for deviation (yes, I said deviation) where and when it matters.

Extended Dynamic Views: it’s simple, it’s elegant, it works.  But it requires a bit of thought, understanding and planning.  Is it right for you?  We welcome the conversation.  Again, I think you’ll find it intriguing.

For those of you have already deployed a matter-centric view (DVDP or Dynamic Views Dynamic Profile), it’s worth a second look.  For those of you who know you have to get there, but hesitate to take the plunge, relax.  It’s less painful than you think.

Extending the possibilities.  We’re excited about it.

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