Agenda Day 1 Time
Business Track (5th fl Chicago E)
Agenda Day 2 Technical Track (5th fl Chicago FGH)
Developer Track (5th fl Denver/Houston/ Kansas City)
Time
Business Track (5th fl Chicago E)
Technical Track (5th fl Chicago FGH)
Developer Track (5th fl Denver/Houston/ Kansas City)
9:00am
Registration Open (5th fl Registration Desk)
7:30-9:00am
Breakfast in the Partner Pavilion (7th fl Salon III)
11:00-12:00pm
G1: Keynote: The New iManage: Getting Back to Innovation (5th fl Chicago ABCD)
9:00-9:50am
G2: Industry Expert Panel: Reducing your exposure to cyber-attacks (5th fl Chicago ABCD)
12:00-1:00pm
Lunch in the Partner Pavilion (7th fl Salon III)
10:00-10:50am
1:00-1:50pm
B1: Corporate Legal Case Study: Keurig Green Mountain streamlines work with matter centricity
T1: iManage Work and iManage Share 12-month roadmap
B5: Case Studies: Implementing iManage Govern to manage the lifecycle of physical and electronic records
11:00-11:30am
Coffee Break in the Partner Pavilion (7th fl Salon III)
2:00-2:50pm
B2: Information Governance: Industry drivers and the iManage roadmap
T2: In depth review of the next generation user experience for iManage Work 10
11:30-12:20pm
3:00-3:30pm
Coffee Break in the Partner Pavilion (7th fl Salon III)
B6: Law Firm Case Study: Improved attorney adoption at Duane Morris through a Matter Centric Refresh
3:30-4:20pm
B3: iManage Share: Secure file sharing and collaboration in the cloud
T3: Upgrading to iManage Work 9.3 and developing a successful user adoption program
D3: Best practices to improve reliability, performance and adoption of email management
12:30-1:30pm
Lunch in the Partner Pavilion (7th fl Salon III)
1:30-2:20pm
B4: What is the right cloud for professional services?
T4: Law Firm Case Study: White & Case LLP embraces matter centricity to improve the attorney experience
D4: Architecture best practices for global iManage deployments
B7: Access content anywhere, anytime securely with iManage Mobility
T7: Corporate Legal Case Study: AstraZeneca achieves IT efficiency and cost savings with a migration to iManage Cloud
D7: Automated testing to reduce the cost of upgrades and drive efficiencies
2:30-3:20pm
B8: Law Firm Case Study: AMLAW 100 law firm Drinker Biddle & Reath reinvigorates the user experience and improves adoption with a matter centric refresh
T8:A Day in the life of a records administrator and a records end user
D8: Keep your iManage system happy, healthy and performing well – 6 key tips for peak performance
3:30-4:00pm
Coffee Break in the Partner Pavilion (7th fl Salon III)
4:00-4:50pm
B9: Leverage your iManage investment to drive enterprise search and knowledge management with iManage Insight
4:30-5:20pm
D1: Developing integrations with iManage Work in the iManage Cloud D2: Deep dive on the next generation REST API
5:30-7:00pm
Reception (hors d’oeuvres) in the Partner Pavilion (7th fl Salon III)
7:00-9:30pm
Welcome Dinner (5th fl Salon Chicago Ballroom)
2 iManage User Conference
T5: New iManage D5: Authentication Control Center: and connectivity with Improving administration the iManage Cloud and monitoring
T6: Office 365 and iManage: A new wave of productivity, efficiency and seamless integration
T9: Delighting your users by improving the search experience
D6: Optimizing your infrastructure to maximize the performance, availability and reliability of your iManage workloads
D9: Top 5 things you wanted in iManage Share that already exist
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Agenda Sessions Descriptions
Agenda Sessions Descriptions
Track
Description
Track
Description
G1: General
Keynote: The New iManage: Getting Back to Innovation Speaker: Neil Araujo and the iManage Executive Team Since the buyout iManage has been investing significantly in building technology solutions to help our users deal with the large and growing wave of economic, technological and security changes. We have been listening to our customers and the market and are poised to deliver significant, game-changing features and products over the coming months. During this session the iManage team will layout our vision and strategy for 2016 and beyond.
B3: Business
G2: General
Expert Panel Discussion: Reducing your exposure to cyber-attacks Join a panel of law firm and corporate legal professionals as we discuss trends and recent breaches and how work product management and information governance best practices can reduce your exposure to cyber attacks.
iManage Share: Secure file sharing and collaboration in the cloud Speaker: Jacqueline Toepfer In the past year we’ve seen significant traction in the use of iManage Share with iManage Work to improve file sharing and collaboration. Learn why there is such a tremendous need for a comprehensive file sharing solution and why customers are choosing iManage Share. See how easy it is to share content with iManage Share with features like Outlook Integration, Upload Requests, and Shared Collaboration Folders. Find out about the host of new features that have been added to iManage Share and those that we have planned.
B4: Business
B1: Business
Corporate Legal Case Study: Keurig Green Mountain streamlines work with matter centricity Speaker: Kevin Campbell, IT Solution Delivery Manager Sponsored by: RBRO Solutions Corporate legal teams are unique and require unique solutions. Join us and find out why Keurig Green Mountain, one of the world’s most innovative companies (Fortune, 2015), chose iManage and RBRO Solutions to facilitate their unique requirements and provide an exceptional experience that simplified content-related tasks and reduced risk. Understand how matter-centricity ‘Works’ in Corporate Law and how Keurig’s embrace of it transformed their process.
What is the right cloud for professional services? Speaker: Alan Turner Cloud solutions are becoming prevalent in many business and for good reasons. Professional services workloads surface special requirements for support of work product management. In this session, discover: • The benefits that small, medium and large organizations see from the cloud • How the iManage cloud is architected to address these challenges • The differences about managing work product in the cloud • Success stories and case studies
B5: Business
Case Studies: Implementing iManage Govern to manage the lifecycle of physical and electronic records Speaker: Erik Schmidt Sponsored by: HBR Consulting A longtime iManage partner with deep experience in helping customers implement iManage Govern, Erik Schmidt of HBR Consulting will discuss key considerations, decision making processes, implementation tactics and resulting business benefits based on a number of actual implementation scenarios.
B2: Business
Information Governance – Industry drivers and the iManage roadmap Speaker: Ian Raine Firms, as custodians of their clients’ data, are expected to manage the end-to-end lifecycle of data in compliance with internal policy and client requirements. Session topics include: • Industry drivers for, and challenges in achieving improved records management and governance • How iManage is working to enable our clients to implement practical and effective governance policies and strategies • Records management and governance roadmap • Justifying and gaining support for your governance initiative
4 iManage User Conference
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Agenda Sessions Descriptions Track
Description
Track
Description
B6: Business
Law Firm Case Study: Improved attorney adoption at Duane Morris through a Matter Centric Refresh Speaker: Joe Aurite, Application Integrator Sponsored by: Prosperoware As a firm, Duane Morris tends to stay at the forefront of technology adoption. As an early adopter of iManage matter centricity, the firm regularly looked to find ways to drive further adoption. In the past couple of years, the firm has been inundated with the onboarding and off boarding of laterals, and, in reviewing processes, recognized that their lawyers were confused by cluttered workspaces and unused folders. They decided it was time for an update. With the help of Prosperoware Milan, the firm reorganized and de-cluttered its iManage environment while also adding some much needed simplicity to its matter file transfer process.
B9: Business
Leverage your iManage investment to drive enterprise search and knowledge management with iManage Insight Speaker: Shawn Misquitta and Rafiq Mohammadi You have hidden gold in the work product scattered through your enterprise and in iManage. Learn how you can leverage that data in new ways to gain new insights and make your professionals more effective. Topics include: • Powerful capabilities to find precedents and experts and discover relationships • Learn how to customize the application with minimal effort • Product roadmap with a preview of powerful new analytics and personalization
B7: Business
Access content anywhere, anytime securely with iManage Mobility Speaker: Matt Harper and Nancy Stronczek Mobility is one of the biggest forces changing how users interact with work product. In this session we will explore: • The tension that exists between increased governance and increased mobile access and how leading firms are successfully achieving both • The role of mobile device management and an effective mobile strategy • Best practices in deployment and adoption • iManage Mobility roadmap and release plan
T1: Technical
iManage Work and iManage Share 12-month roadmap Speaker: Shawn Misquitta and Mohit Mutreja iManage Work and iManage Share are the power duo that make your professionals more productive and improve your client service. Learn how these products are evolving to support the new professional by embracing new work styles and new technologies. Topics include: • What’s new in iManage Work and iManage Share • Demos of upcoming features • Release plans and compatibility and platform support
T2: Technical
In depth review of the next generation user experience for iManage Work 10 Speaker: Shawn Misquitta and Ravinesh Lal Join us as we demonstrate the results of our research and development into how the new professional wants to work. Project White Rabbit has resulted in a new user interface debuting in iManage Work 10 that is both intuitive and focused on professional productivity. In this session we will cover: • The key design criteria underlying this new experience • How you can take advantage of this new interface today • Deploying this new user experience alongside FileSite and DeskSite • Expected user benefits • Release plan, roadmap and timeline
B8: Business OUTLINED TEXT LOGO:
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Agenda Sessions Descriptions
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Law Firm Case Study: AMLAW 100 law firm Drinker Biddle & Reath reinvigorates the user experience and improves adoption with a matter centric refresh Speaker: Rajiv Mukerji Sponsored by: eSentio Technologies Learn how law firm Drinker Biddle, with the help of iManage partner eSentio Technologies, implemented a game-changing matter-centric refresh. Topics will include: • Business and technical drivers for the matter centric refresh • The framework for performing the refresh • Best practices for client file design • Best practices for gaining user adoption and improving information governance • Before and after metrics that showcase the many benefits of the refresh
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Agenda Sessions Descriptions
Agenda Sessions Descriptions
Track
Description
Track
Description
T3: Technical
Upgrading to iManage Work 9.3 and developing a successful user adoption program Speaker: Nancy Stronczek, James Priz, Brian Jones iManage 9.3 is the gateway release into a future of new possibilities. In this session we will discuss: • Details of what’s involved in upgrading to iManage Work 9.3 including new features, schema changes, database upgrades etc. • Best practices for developing a successful user adoption program
T7: Technical
Corporate Legal Case Study: AstraZeneca achieves IT efficiency and cost savings with a migration to iManage Cloud Speakers: Shari DeLuryea, Matt Hartel and Ron Warman Sponsored by: Adaptive Solutions This session will provide valuable knowledge and insight gained from a recent deployment of iManage Work at AstraZeneca, a global biopharmaceutical business. The effort included the migration of hundreds of users, internationally, to iManage 9.2 in the Cloud including Mobility, OCR module and Share. The presentation will cover the strategy to migrate from three separate systems to iManage, the project implementation approach through collaboration with iManage partner Adaptive Solutions and the challenges and lessons learned.
T4: Technical
Law Firm Case Study: White & Case LLP embraces matter centricity to improve the attorney experience Speaker: Jennifer O’Brien, Knowledge Systems Manager Eileen Frawley, Director, Technical Lead Sponsored by: Phoenix Business Solutions Learn how White & Case have reinvigorated iManage through centralization, consolidation and matter centricity. White & Case had implemented iManage in a traditional decentralized, non-matter centric design over a decade ago, and as lawyers’ expectations for email management and mobility increased, the decision was made to adopt matter centricity. The session investigates the drivers, challenges and best practices that iManage partner Phoenix Business Solutions and White & Case experienced and gives advice to firms considering similar projects or refreshes.
T5: Technical
New iManage Control Center: Improving administration and monitoring Speaker: Jacqueline Toepfer Life is about to get easier. Learn how the next generation administration console for iManage Work will improve your operations. Topics will include: • Ease of management and monitoring • Demo of new features, reporting and dashboards • Roadmap and vision
T6: Technical
Office 365 and iManage: A new wave of productivity, efficiency and seamless integration Speaker: Nancy Stronczek Your professionals want to use the most current tools available to enhance their productivity. Learn how iManage is integrated with the latest Microsoft Office solutions. Topics include: • How does iManage integrate in the new Office 365 world? • How are we leveraging the new capabilities in Office 365 including OneDrive for Business, Exchange in the cloud and Office apps on iOS? • Co-authoring in Word and roadmap
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AdaptiveSolutions ECM Services
T8: Technical
A Day in the life of a records administrator and a records end user Speaker: Gregg Luther iManage Records Manager forms a key module of iManage Govern. iManage Records Manager manages both electronic and paper records in a single, integrated product. Topics to be covered include: • Managing electronic records in place using the policy service • What does the end user see? – Tips and techniques • What does the records professional see? – Tips and techniques • How does the policy service work? • Installing the policy service
T9: Technical
Delighting your users by improving the search experience Speaker: Brian Jones and Mohit Mutreja A key benefit of managing work product is the ability to effectively search and find relevant information. Optimizing how search works can help users get the most out of search. In this session we will cover: • Improving relevancy • Tips and tricks for tuning the search interface • How to find scanned documents • Best practices with user training • Full text indexer: design, performance tuning and troubleshooting
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Agenda Sessions Descriptions
Agenda Sessions Descriptions
Track
Description
Track
Description
D1: Developer
Developing integrations with iManage Work in the iManage Cloud Speaker: Jacqueline Toepfer and Scott Dumore Integrating with cloud applications raises different issues than integrating with on-premises software. Join us as we review both the technologies and the best practices for integrating iManage Cloud applications with both partner and internal systems. Topics include: • An overview of the technologies and integration mechanisms in the iManage Cloud • Considerations when developing and testing integrations with the iManage Cloud • Using the iManage REST API • How to develop effective integrations, when direct database access is no longer supported
D4: Developer
Architecture best practices for global iManage deployments Speaker: Jim Priz A multi-site, multi-territory work product management deployment raises special challenges and considerations. This session will cover topics including: • Understanding data domicile issues and collaboration patterns • High availability and disaster recovery • Network topology effects on latency and bandwidth • WAN accelerators • Centralized vs. decentralized implementation • Citrix, Mobility • What changes with cloud deployments
D2: Developer
Deep dive on the next generation REST API Speaker: Anthony Philips iManage next generation user interface delivers several major usability improvements with less IT friction. This session will focus on generating customizations with this next generation interface. Topics will include: • Overview of the new REST API • Examples of both end user and administrative integrations • Demo of sample applications
D5: Developer
D3: Developer
Best practices to improve reliability, performance and adoption of email management Speaker: Mohit Mutreja Statistics show that a typical user files between 5 and 20 emails for every document. The sheer volume of email makes performance and reliability a critical factor for adoption. During this session you will learn about: • Features that make email filing easier • Email policies • Architecture • Communication Server • Trouble shooting methodologies, tools and log reading • Common issues and best practices
Authentication and connectivity with the iManage Cloud Speaker: Alan Turner and Garth Hermanson Achieve greater security, convenience and ease of administration with new authentication options available in the iManage Cloud. This section will cover the costs, benefits and technical configuration of: • Explicit login • Network login • ADFS (SAML based authentication scheme) • Best practices for small and large firms • Trouble shooting
D6: Developer
Optimizing your infrastructure to maximize the performance, availability and reliability of your iManage workloads Speaker: Patrick Skerrett The iManage Cloud is optimized for Work Product Management. During this session the iManage data center architects will discuss some of the best practices used to build, manage and optimize the iManage workload running in any data center. Take back new ideas and best practices in areas including: • Infrastructure design • Ideal configuration for database, indexer and file access workloads • System monitoring
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Agenda Sessions Descriptions Track
Description
D7: Developer
Automated testing to reduce the cost of upgrades and drive efficiencies Speaker: Randy Darling At the new iManage we have invested heavily in automation to improve both the quality and velocity of our QA function. During this session we will share: • Test scripts and libraries that allow you to automate and accelerate internal acceptance testing • Test scripts we use to test our software • Scenarios for which custom test scripts can be developed • How business analysts (not programmers) can create custom test scripts
D8: Developer
Keep your iManage system happy, healthy and performing well – 6 key tips for peak performance Speaker: Chris Rubert Your organization derives maximum value from your iManage implementation when the system performs well and works reliably. During this session you will learn about: • Top issues that create user and administration pain • Navigating the support site • Methodologies and tools that our experts use to trouble shoot and tune performance • Performance tuning • Configuration review • Troubleshooting
D9: Developer
Top 5 things you wanted in iManage Share that already exist Speaker: Scott Dumore and Jacqueline Toepfer In the past year we’ve seen significant traction in the use of iManage Share with iManage Work to improve file sharing and collaboration. Our Share team has been busy at work delivering several value added capabilities that integrate Share more tightly into business processes, improve security and lower the barriers to collaboration. During this session, we will discuss several new features that will delight your end users.
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Case Study Speaker Bios
Kevin Campbell Keurig Green Mountain, Inc. (Session B1)
Erik Schmidt HBR Consulting (Session B5)
Joe Aurite Duane Morris (Session B6)
Kevin Campbell brings 17 years of experience managing a portfolio of corporate applications in his role at Keurig Green Mountain. His background includes positions in information technology, program and project management, engineering, and finance. In 2014, recognizing a significant opportunity to improve productivity, Kevin partnered with the Keurig legal team and with RBRO Solutions to redesign the legal department’s business processes and implement a matter-centric iManage solution to manage its matters and documents. Kevin holds a BS in Electrical Engineering from Clarkson University and a MS in Managing Innovation and Information Technology from Champlain College. He and his family reside in Underhill, Vermont.
Erik Schmidt has more than 15 years of experience in applying technology to solve legal business challenges. During this time, Erik has held a wide range of responsibilities including software development, consulting services, IT operations management and product management. The breadth of this experience has enabled him to developed deep expertise in advising firm leadership on best practices for process improvement, extracting value from work product and in developing innovative strategies to drive competitive differentiation. Erik is a frequent speaker on information productivity and governance. Prior to joining HBR Consulting, Erik spent eight years helping to lead the Legal Solutions Group at OpenText.
Joe Aurite is an IT Professional with over 27 years’ experience. He has extensive experience managing Legal Content using all aspects of iManage’s Document Management software. Joe has been responsible for Document Management and interoperability of related applications at 3 law firms, 2 of them being Am 100 international firms. At both of these firms he managed over 29 million documents and emails, including both Client and Servers, as well as many Third Party tools. Joe is versed in Supporting both DeskSite and FileSite Clients, WorkSite IDOL and IUS, and WorkSite Email Management. He holds certifications for SQL Database Administration, Windows Server, Autonomy IDOL Worksite Search and iManage WorkSite Server. He received a Bachelor of Science degree in Information Technology from Peirce College.
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