Practice Management
 

Project Management
Report Analysis

Workflow- Metastorm

Project Management

Firms have been able to more aggressively implement new projects by outsourcing certain project management functions.  As a Wilson Technology client you will have access to an experienced project manager, programmer, client relationship associate or principal at a moment’s notice. We are experienced in managing new implementations for numerous systems.  Throughout the implementation, a project manager oversees a project plan, manages resources, and maintains and tracks the budget.

  • Thomson Elite Implementation and Upgrades

  • Legal Key Implementation

  • Extensity Implementation

Completing a successful Elite version upgrade requires careful planning and consideration for potential technical and procedural changes. We have helped many firms develop a project plan for an upgrade, which includes mapping out the stages of the project, including a checklist of technical tasks. Some of the more common tasks include:

  • Analyze the scope of migrating your custom reports and custom applications to Enterprise.

  • This can include cataloging your custom reports and applications.

  • Review new system configuration and its potential impact on your custom bill formats, and reports etc.

  • Provide technical assistance during critical periods of your upgrade such as the week you go live.

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Report Analysis

Wilson performs a detailed analysis of our clients' business processes to prepare a System Requirements Document. This document serves as the roadmap to configure Elite to meet management goals and to identify how best to convert legacy data.

Workflow - Metastorm

Wilson’s knowledge of Professional Service Organization’s business process, along with our experience working with various software packages provides a single point of contact and responsibility for your workflow requirements. We will review your organization’s business rules and build custom forms that route information effortlessly via your e-mail system along with updating necessary applications with the appropriate data.

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Custom Reports for Thomson Elite

Web-Enabled Information Access

Business Intelligence

Custom Applications

Data Conversions

Products

 

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