Assisting a Law Firm Customize Microsoft SharePoint
How Aciron does it
Firstly, the marketing department of a leading international property law firm had a problem. So, they initiated an effort to build a custom experience management system. Overall, this system would consolidate the firm’s cases and related data into one centralized location. This law firm was looking for a custom management system.
To start, the existing system they had included limited search capabilities and made finding relevant cases time-consuming. Unfortunately, with the volume of cases increasing each year it was very difficult to organize. As a result, they realized the need for a system that would track and provide visibility into the firm’s cases. Therefore, the firm contacted Aciron to develop an experience management system using the firm’s Microsoft SharePoint 2013 site.
Aciron worked with the client to analyze their requirements and goals for the experience management system. In addition, Aciron performed a current state assessment and conducted requirements gathering interviews with stakeholders. As a result, Aciron consultants were able to develop a sound strategy and solid roadmap for the initiative. However, the firm initially wanted to use Microsoft SharePoint as the platform for the management system. So, after the gathering session Aciron and the client decided a custom .NET solution would be a better solution.
Then, Aciron prepared storyboard presentations and process flow diagrams to demonstrate the layout of the application. However, Aciron maintained open lines of communication throughout this process. As a result, Aciron provided status updates and incorporated client feedback into the project.
Similarly, the development and testing of the custom application proceeded. In the end, they implemented the desired functionality and design. In addition, a group of the key stakeholders and end users participated in user acceptance testing (“UAT”). Thus, allowing the client to provide feedback on the system. In conclusion, Aciron made final adjustments that optimized the user experience.
In other words, Aciron designed, developed, and implemented a custom experience management system. Thus, enabling the client to track and manage the firm’s case records effectively.
Further, the user-friendly solution allows the client to manage case records, case activities, and clients. Additionally, it gives the marketing department the visibility they need into the firm’s successes. In other words, the experience management system includes updated features, functionality, and design elements. It allowed the client to add and manage the firm’s case records and information, such as:
Ability to generate custom reports
Advanced Search Functionality
Case categorization by type in order to more easily monitor significant activities
Ability to update case activities, summaries, and important notes to consistently monitor progress
Ability to track cases from origin to end, along with any parallel matters
Integrated active directory to associate firm attorneys with cases
Customized views that improve the user experience for each role
The system was developed to be scalable and flexible. Moreover, it will enjoy long-term, sustainable success. In conclusion, Aciron will continue to work on system enhancements that will provide further value to the firm.