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A New Take on “INTAKE” – Automating New Client Matter Intake for Law Firms
Date : Wednesday, May 7, 2008
Time : 12:00pm EDT/9:00am PDT/5:00pm GMT
Duration : 60 minutes
Presenters :
Norm Thomas, Director, Professional Services Industry Solutions, Microsoft Corporation
Kim Lewis, Regional Senior Sales Engineer, Metastorm
Summary : Leveraging Metastorm BPM and Microsoft SharePoint for client acquisition and retention is the key to business success in today’s environment. Participants will learn how applying business process management to new business intake and conflicts management processes can quickly achieve measurable results.
Reserve your seat today!
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Adding up the Advantages of Metastorm Business Process Management for Tax Engagement Management
Date : Tuesday, May 20, 2008
Time : 12:00pm EDT/9:00am PDT/5:00pm GMT
Duration : 60 minutes
Presenters :
Stephen Barrett, CPA, CITP, and MCP, HKMP Technologies
Kim Lewis, Regional Senior Sales Engineer, Metastorm
Summary : BPM is a critical investment that Accounting firms are starting to include in their mission critical calculations. While firms have traditionally invested in the software solutions to facilitate and automate preparing tax returns, many firms are struggling today to manage their tax engagement workload. Participants will learn how applying business process management will assist them in fully tracking all actions taken for each Tax Engagement.
Reserve your seat today!
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Introduction to Metastorm Discovery™
Date : Thursday, May 22, 2008
Time : 12:00pm EDT/9:00am PDT/5:00pm GMT
Duration : 60 minutes
Presenters :
Ira Feinberg, Metastorm
Mark Bateman, Mutual Of Omaha
Summary : Metastorm Discovery takes business process data collection and analysis to the next level. Organizations use this solution to replace traditional methods of gathering as-is process information and to formalize process discovery activities. Metastorm Discovery eliminates the problem of having insufficient or inaccurate data to optimally leverage enterprise modeling and BPM solutions. We will show how process data gathered via Metastorm Discovery can be directly utilized by Metastorm ProVision’s simulation capability, enhancing the accuracy and credibility of simulation results.
Reserve your seat today!
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