Thomson Reuters VANTAGE 2018

VANTAGE 2018 Worldwide Conference Curriculum

Feb 07, 2018 version • Download PDF

VANTAGE 2018 Worldwide Conference Curriculum

Thomson Reuters invites you to the VANTAGE 2018 Worldwide Conference to be held in New York.

This four-day conference offers a great opportunity for you to learn about innovations and new capabilities available in Thomson Reuters Elite solutions. Our session curriculum will cover a wide range of topics and product lines designed to help users maximize their current software solutions, such as 3E, 3E Business Development, 3E MatterSphere, Enterprise, and much more! In addition, this event will offer several networking opportunities to share best practices and discuss industry trends with your peers.

This year's event is being held at the New York Marriott Marquis. The location cannot be beat. We have negotiated a special rate for this event, so be sure to book your room through our website. And watch for future communications for additional details.

Program Highlights

 

Curriculum

The following is the most current VANTAGE 2018 Worldwide Conference curriculum (updated on Feb 07, 2018). New sessions will be added over the next few weeks. Be sure to bookmark this web page and revisit for the most current schedule.

VANTAGE sessions qualify for CPE credit.

Sessions are listed as follows:

Focus areas:

Each icon represents a specific focus area within the firm, for example, Finance. The sessions and tutorials at VANTAGE have been designed for these focus areas.

BD  Business Development

F  Finance

IT  IT/Technology

M  Management

RC  Risk and Compliance

TL  Transactional/ Litigation

Schedule grid:

A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

Grid View
 
 

 

General Interests

Tuesday, June 19, 2018

 

1:00 pm – 2:00 pm

From On Premises to The Cloud and Beyond

Is your firm considering moving from Enterprise to 3E Cloud? Are you already running 3E on site and wondering whether 3E Cloud is right for your firm? Are you implementing 3E on premises and considering migrating to Elite's 3E Cloud but need to know the recommended implementation steps to ensure the smoothest transition? Attend this session for answers to these questions. We will highlight the considerations to review with your 3E implemation and with your firm.

 

3:45 pm – 4:45 pm

3E Cloud Pilot Panel

Come ask questions of a 3E Cloud early adopter. This pilot customer will share their experiences and thoughts on being the first customer in the 3E Cloud. Our panel will feature key contributors on the Grodon Arata Cloud Pilot.

 

5:00 pm – 6:00 pm

Data Privacy: Product Options Available for Addressing Your Firm's Data Privacy Requirements

Attend this cross-product session to learn about the options available in 3E, 3E MatterSphere, 3E Business Development, and Enterprise your firm can use to address its address data privacy requirements. Data Privacy is a hot topic and expected to get hotter around the globe. Explore the existing feature offerings with us and bring your questions and ideas for where data privacy is headed in order to stay current with, or a step ahead, of the regulators.

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

The Lawyer Experience: 3E Workspace Brings It All Together

View a live demonstration of how lawyers can get their job done using an intuitive user interface that seamlessly brings together data from 3E, 3E MatterSphere, 3E Data Insights, 3E Business Development , and 3E Paperless Proforma. You'll see how you can empower your lawyers with automated client insight, let them access documents and enter time on the go, view dashboards and client and matter reports, interact with 3E processes, edit proformas electronically, and more.  TUTORIAL

 

11:00 am – 12:00 pm

Adapt or Die: Disruption, Innovation and the Future of Law Firms

The traditional law firm is ill-equipped for the disruption to traditional practices by the rapid pace of technological advancement, an increasingly tech-savvy client base, a new crop of millennial law graduates, and the emergence of nontraditional market entrants. Simon Jarrett and a guest will discuss the future of law firms in the 21st century, looking more closely at what firms can do now to ensure that they not only survive, but thrive in a brave new world of AI, automation, in-house legal services and new client demands. We look at how TR Elite can help your firm differentiate itself from the competition and adapt to this new legal environment.

NEW! 3E Matter Pricing

This session will provide attendees with an overview and demonstration of the 3E Matter Pricing solution, a new solution for pricing, budgeting and analytics that is intuitive for both attorneys and pricing professionals.

 

1:45 pm – 2:45 pm

Hosting 3E in the Cloud vs Elite's 3E Cloud - What's the difference?

We will explore the difference and similarities of 3E Cloud, 3E as a Service, and a firm hosting 3E in the cloud on their own.

Explore our Project Quality Model

From small firms to global organizations, we have an implementation method for you! We will review the various methods developed by our staff to ensure a successful implementation for any size of firm.

 

3:15 pm – 4:45 pm

Cloud Technology and How Elite Is Leveraging It

This session will cover basic cloud concepts and technologies. Additionally, it will highlight and demo Elite products using this technology such as 3E, 3E Financial Reporting, and 3E Workspace.  TUTORIAL

3E Matter Pricing

Join our tutorial to see a detailed demonstration of the new 3E Matter Pricing solution. Subject matter experts will be on hand to guide attendees through the application and to answer questions.  TUTORIAL

Thursday, June 21, 2018

 

8:45 am – 9:45 am

Education Services - Client Education Overview

Join us as we review the many training programs provided by Thomson Reuters Elite's professaional training team - Education Services. Our team has a variety of training programs, for every application in Elite's catalog of software solutions, to aid your staff in leveraging the full value of Elite's products and boosting revenue.

 

10:15 am – 11:15 am

How 3E Image Connect Can Help Your Firm Store and Retrieve Transactional Backup Documentation

This session provides an introduction to Image Connect, the scanning system that allows firms to bulk scan, bar-code and attach supplier invoices (and other documents) to their corresponding posting records in 3E. You'll discover how to retrieve those images, and how they can be integrated with a Document Management System (DMS).

3E Data Insights – Data Analytics Made Easy

Join us as we showcase 3E Data Insights, our new Data Analytics product. See how the powerful combination of Data Insights, Microsoft Power BI and the Data Warehouse Console offers more efficient ways for decision-makers to absorb and act on data. Our approach to deliver standard supported analytics and visualizations provide the fundamental elements to streamline implementation and deliver needed reports and analytics faster. 3E Data Insights is a self-service data analytics solution that enables business users to produce their own analytics and impactful visualizations without the help of IT. The product development roadmap will also be presented.

 

11:30 am – 12:30 pm

It’s Your Knowledge Base 24/7

If accessing, navigating and searching the Knowledge Base has sometimes been a mystery to you, then the information in this session will help you unravel the solutions you're looking for in the Knowledge Base. Find out how subscribing to KB articles can keep you current and informed about changes and best practices to your software solutions. A step-by-step approach is used to help users become familiar with accessing the Knowledge Base, using a handful of search tips, and searching for specific content. The options covered within the Knowledge Base resource are the tabs, navigation tree, categories, subcategories, the All Words search, filtering results by “HTML” articles only, and the Advanced Search with Article title only.

 

1:30 pm – 2:30 pm

Bring Your Data to Life with Microsoft’s Power BI

Take your data to the next level with Microsoft Power BI, a robust tool used to transform, analyze and visualize data. See how easy it is to leverage standard reporting content from 3E Data Insights to easily create stunning, impactful Power BI reports. Power BI delivers more efficient ways for decision-makers to absorb and act on data to communicate their message effectively. Connect to other data sources, ask questions of your data, and see what else is possible by leveraging native functionality within Microsoft Power BI. Come see why Microsoft Power BI is positioned in the Leaders quadrant in the Gartner Magic Quadrant for Business Intelligence and Analytics Platforms.

Insights & Outlooks

Thursday, June 21, 2018

 

8:45 am – 9:45 am

How Firms Leverage Microsoft's Front Office Product Offerings

Are you taking advantage of the latest innovations from Microsoft? Is your firm missing out on tools that can increase fee earner efficiency? Join us for a lively peer discussion of how firms are using Microsoft front office technology.

 

10:15 am – 11:15 am

Elite and Data Privacy

Overview on how data privacy is being addressed in various Elite products.

 

11:30 am – 12:30 pm

Seeking Improvements with Artificial Intelligence

Have you been thinking about ways to maximize efficiency by leveraging AI? Has your firm implemented AI in any way? Join us for a peer discussion of how your firm can benefit from Artificial Intelligence.

eBillingHub

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Getting the Most Out of eBillingHub

During this tutorial our experts will show you common mistakes e-billers make, causing delays in e-billing, as well as rejections. We will also help you find simple solutions to assist your e-billers to eliminate those mistakes.  TUTORIAL

 

3:15 pm – 5:15 pm

As The Bill Turns: An eBillingHub Deep Dive

Join us as we take an in-depth look at the pieces that make eBillingHub tick. Learn about the tools, partnerships, and features that we have in place to improve the e-billing process. Find out where current work is being done to improve and extend those features to bring more value to your billing department.  TUTORIAL

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

eBillingHub's Road Ahead

A look at the short and long-term roadmap plans for eBillingHub as we continue work on key enhancements to the product.

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

eBillingHub User Group

Join an open discussion between eBillingHub users, service managers, support, and operations about best practices, implementations, and more.  TUTORIAL

Thursday, June 21, 2018

 

8:45 am – 9:45 am

Teaming Up for Your Benefit: How Elite Can Improve the Billing Process

With the 3E and eBillingHub products all part of Thomson Reuters Elite, we have an opportunity to help take the e-billing experience to a whole new level. This session will take a look at enhancements that are currently underway, and begin looking at improvements on the horizon.

3E MatterSphere

Tuesday, June 19, 2018

 

2:15 pm – 3:15 pm

The Future Has Arrived for the Lawyer User Experience

Learn how 3E MatterSphere and 3E Workspace combine to meet the needs of the modern lawyer. You’ll get a demonstration of how these two products use Microsoft Office, web and mobile user interfaces, and a virtual assistant (Hello, Alexa!) to provide document automation and storage, tasks and time entry on the go and via voice commands, persona based financial reporting and actionable insights, proforma review, business development and more.

Wednesday, June 20, 2018

 

11:00 am – 12:00 pm

Our 3E MatterSphere Journey

Are you putting off that upgrade? Does the prospect of a migration keep your IT department up at night? Come and collaborate with our application consultancy team as they take you through a case study presentation detailing how they navigated the various challenges of a complex global change program.

Thursday, June 21, 2018

 

8:45 am – 9:45 am

3E MatterSphere

Join us as we tour the highlights of 3E MatterSphere’s document management capabilities. Travel the peaks of case management and venture through the task flow trails to the new adventures of mobility.

 

10:15 am – 11:15 am

Working Smart with the Lawyer Experience Solution

Join a discussion-led demonstration of the Lawyer Experience where you will see and hear from Thomson Reuters technology thought leaders and special guest speaker on the benefits of this integrated solution.

3E Workspace

Tuesday, June 19, 2018

 

2:15 pm – 3:15 pm

The Future Has Arrived for the Lawyer User Experience

Learn how 3E MatterSphere and 3E Workspace combine to meet the needs of the modern lawyer. You’ll get a demonstration of how these two products use Microsoft Office, web and mobile user interfaces, and a virtual assistant (Hello, Alexa!) to provide document automation and storage, tasks and time entry on the go and via voice commands, persona based financial reporting and actionable insights, proforma review, business development and more.

 

5:00 pm – 6:00 pm

3E Workspace Mobile: What's New and Product Roadmap

Many exciting things are happening with 3E Workspace Mobile - the lawyer user experience that brings together financial management, proforma, matter management, business development use cases, and more for the lawyer user. Come see where the product is going by getting a glimpse at our roadmap of new functionality planned for future releases.

Wednesday, June 20, 2018

 

1:45 pm – 2:45 pm

3E Workspace Integration Framework Data Sync: How to Implement Bi-Directional Syncs with 3E, 3E MatterSphere, and 3rd-Party Applications

This is an in-depth technical overview explaining how to implement bi-directional data integrations between Elite products such as 3E, 3E MatterSphere, and 3rdy-party applications. We have made great advances since last year’s conference. Join us for a refresher and discover the latest configuration and development capabilities.

Thursday, June 21, 2018

 

11:30 am – 12:30 pm

Mobile Technology Deep Dive and Security

Join our engineering team for an advanced discussion on the 3E Workspace Mobile architecture, configuration, and approach to security. See how we've developed a single architecture that provides native applications for iOS and Android. A printout of our Mobile Application Security Whitepaper will be handed out and explained.

 

3:00 pm – 4:00 pm

How to Extend 3E Workspace Mobile

Learn how to go beyond out-of-the-box 3E Workspace Mobile options and customize them to meet your firm's unique requirements. This session provides a detailed demonstration of how to configure and customize the web and mobile user interfaces, in addition to the Workspace Integration Framework Data Sync. If you attended last year, please join for a refresher and to learn about new configuration capabilities.

3E Design Gallery

Tuesday, June 19, 2018

 

1:00 pm – 2:00 pm

3E Design Gallery: New Standard Solutions Overview - Now for Enterprise and 3E

A completely new set of stock solutions for 3E Design Gallery v3 have recently been created which can be used for both 3E and Enterprise. In this session we will provide an overview and demo of these solutions, their benefits, and default configurations. Additionally, we'll discuss the portability of them between Enterprise and 3E.

Wednesday, June 20, 2018

 

3:15 pm – 4:45 pm

3E Design Gallery Solution Development in V3

During this tutorial we will take a look at making many of the most common solution changes using our latest user tools (i.e., Solution Manager, Visual Designer, Process Designer). We will demonstrate making changes around document flows (i.e., document output and distribution configuration), modifying existing components, and adding new sections such as additional time detail formats. Our new stock solutions will be used as the base for these demos.  TUTORIAL

Thursday, June 21, 2018

 

1:30 pm – 2:30 pm

3E Design Gallery Overview & Roadmap

Join this session and discover the value 3E Design Gallery can bring to your firm’s document automation processes. Focus will be on V3, our current major release, which will be demonstrated, highlighting the fundamental changes to how documents are created and distributed. We will also look at where the product is going by getting a glimpse at our roadmap of new functionality available in v3.1 and planned for future releases.

3E Business Development

Wednesday, June 20, 2018

 

11:00 am – 12:00 pm

3E Business Development Premier: What's New and Product Roadmap

What's new with 3E Business Development Premier and where is it headed? The most exciting features released over the past year and future roadmap direction will be reviewed, including the new 3E Business Development cloud offering.

 

1:45 pm – 2:45 pm

Breaking Down the Data Silos: Why Time & Billing Data Is Important to Business Development

3E Business Development Premier allows you to leverage integrated financial data in your BD initiatives. This session will cover what financial data you should integrate and how this information powers cross-selling opportunities such as key client programs and pitch teams. Additionally, you’ll see how linking client data with BD data benefits your lawyers.

Thursday, June 21, 2018

 

10:15 am – 11:15 am

Driving ROI and Lawyer Engagement in Business Development

Plan, Engage, Convert, Measure, Communicate - Repeat. Join this exciting live demonstration of 3E Business Development Premier to learn best practices for planning your BD campaigns, driving ROI, demonstrating success, and empowering your lawyers to engage with minimal effort.

 

1:30 pm – 2:30 pm

3E Business Development Premier - Why Cloud?

Cloud technology is one of the hottest topics in legal IT and 3E Business Development Premier is evolving to stay ahead of the curve. Join this session to learn how 3E Business Development Premier will leverage cloud technologies and the advantages this will provide to our cloud-based customers.

Enterprise

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Enterprise Flat Fee Billing Best Practices

This tutorial provides an in-depth review of the setup, use, process flow, and reporting for implementing flat fee billing in Enterprise.  TUTORIAL

Document Studio Maintenance and Advanced Template Design

Most customers use the basic features of Document Studio but few use it to its full potential. In this session, we’ll walk through several advanced concepts in Document Studio, including dynamic subdoc references, macro execution, IFT repeatability, and many other topics.  TUTORIAL

 

3:15 pm – 5:15 pm

Paperless Proforma: Best Practices for Configuring and Customizing

Come learn about configuring Paperless Proforma to meet your firm's needs, and best practices for customizing Paperless yourself by modifying lists, details screen, user security, and much more.  TUTORIAL

Enterprise Interim Billing Best Practices

Join us for a deep dive into the Enterprise Interim Billing feature (aka Fixed Fee or On Account Billing). Interim Billing enables your firm to render invoices without relieving work-in-progress. As unallocated credits reduce accounts receivables, interim balances reduce unbilled time and costs. This tutorial will cover everything from setups, to transactions, to the impact on statistics and reporting.  TUTORIAL

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

Enterprise Favorite Features

Join Elite subject matter experts to hear about some of their favorite features. This is a perfect session to learn how to become more efficient with the system and business processes. Topics will include Billing, Accounts Payable, General Ledger, WebView, Conflicts, Records and Extend.

Using Image Connect with Enterprise & WebView

Learn out how Image Connect can provide enhanced functionality when integrated with Enterprise and Webview.

 

1:00 pm – 2:00 pm

Enterprise Billing Manager & APGL 3.9 and 3.10 Post Release Enhancements

In this session, see your maintenance dollars at work with post release enhancements available in Enterprise Billing & APGL 3.9 and 3.10.

 

2:15 pm – 3:15 pm

WebView Basic Time Entry Tips & Tricks (Part I)

Come sail with us as we explore the fundamental Webview interfaces for users to access, enter, and interact with their timecards such as Calendar View, Daily Time Entry View, Timecard List, Weekly View, Grid Views, Direct Time Entry, Dictionary, My Shorthand, Frequent Matters, Edit Narratives and UDF display options. This is the basic information that every admin and user should know.

 

3:45 pm – 4:45 pm

Enterprise Multipayor Best Practices

What is multipayor billing? What is the the best way to use it? Join us for an exploration of how multipayor works, the benefits, and the impact on statistics and reporting.

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

Enterprise Billing & APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL 3.11 release and provide an update on how the Enterprise 3.11 upgrades are progressing. We will also cover enhancements completed since the Enterprise 3.11 original release date.  TUTORIAL

 

11:00 am – 12:00 pm

WebView 5.5 / 5.6 Enhancements

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6 releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6 upgrades are progressing and where you can find more information on the Enterprise Progression.

 

1:45 pm – 2:45 pm

Enterprise Write-ups and Write-downs Best Practices

Join us for an in-depth review of the various write-up and write-down options available in Enterprise. Discover how these transactions flow through the system in terms of realization and postings, and learn about their impact on statistics and reporting.

 

3:15 pm – 4:45 pm

Enterprise Billing & APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL 3.11 release and provide an update on how the Enterprise 3.11 upgrades are progressing. We will also cover enhancements completed since the Enterprise 3.11 original release date. (Repeat)  TUTORIAL

Thursday, June 21, 2018

 

8:45 am – 9:45 am

Enterprise Favorite Features

Join Elite subject matter experts to hear about some of their favorite features. This is a perfect session to learn how to become more efficient with the system and business processes. Topics will include Billing, Accounts Payable, General Ledger, WebView, Conflicts, Records and Extend. (Repeat Session)

 

10:15 am – 11:15 am

WebView 5.5 / 5.6 Enhancements

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6 releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6 upgrades are progressing and where you can find more information on the Enterprise Progression.

 

11:30 am – 12:30 pm

WebView Advanced Time Entry Tips & Tricks (Part II)

Get ready to soar to new heights as we take off to build on Part 1's lessons. We will look at advanced methods such as Timers, Suspense Time, Unassigned Time, Time Reports and Global Timecards to leverage functionality to enhance productivity and performance.

 

3:00 pm – 4:00 pm

Enterprise Billing Rates Best Practices

With complex rate demands and exceptions on the rise, this session will help you gain a better understanding of the hierarchy of standard and alternate billing rates and options.

Enterprise to 3E

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Feature Comparative: Advanced Billing Arrangements

Join us while we explore how Enterprise and 3E differ when handling advanced billing arrangements, including multi-payor, splits, fixed fee, volume discounts and alternative fee arrangements.  TUTORIAL

Feature Comparative: Multicurrency

Explore the ease with which 3E handles multicurrency, from sub-ledgers to GL. This session will focus on the similarities and differences of the multicurrency framework, currencies conversion, and supportive reporting features in Enterprise and 3E. We will also walk through added feature sets like explicit currency, realized/unrealized FX, and the unlimited currency rate types available in 3E.  TUTORIAL

 

3:15 pm – 5:15 pm

Feature Comparative: Billing Rates

Join us as we compare and contrast rate functionality between Elite Enterprise and 3E. We will examine timekeeper, cost, and exception rates. We'll also demonstrate a few rate scenarios.  TUTORIAL

Making the Transition to 3E: Understanding the Legacy Data Review

Are you wondering what you can do today with your Enterprise data to prepare for a successful conversion to 3E? In this tutorial, we will focus on the elements required for a successful data conversion to 3E while keeping an eye on current operations in Enterprise. You'll learn about data integrity processes, tips and techniques on data clean-up, and best practices that prepare your data for migration.  TUTORIAL

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

Feature Comparative: Data Imports/Exports

In this session we will review the similarities and differences between data loads and unloads in Enterprise and 3E.

Learn From Your Peers: Going Live on 3E Next Month – Mission Accomplished?

Are you interested in hearing about an active Enterprise to 3E implementation that is a month away from going live presented by a customer? If so, this is a session not to be missed! Learn how this firm has executed their 3E implementation plan including lessons learned and advice to any firms considering the move.

 

1:00 pm – 2:00 pm

Feature Comparative: Proformas and Bills - Part I

In this session we will review the similarities and differences in the billing process between Enterprise and 3E.

 

2:15 pm – 3:15 pm

Feature Comparative: Proformas and Bills - Part II

In this session we will review the similarities and differences in the billing process between Enterprise and 3E.

Technical Comparative: Tables vs. Archetypes and Framework

Join us as we compare the Enterprise data structures to 3E. You'll get an overview of the 3E data structure set and see how it differs from Enterprise.

 

3:45 pm – 4:45 pm

Feature Comparative: Paperless Proforma

In this session we will review the similarities and differences between Paperless Proforma in Enterprise and 3E.

Peer Perspective: Our Enterprise to 3E Conversion Experience

Hear about an Enterprise to 3E conversion from a customer who has recently gone live on 3E. Join us for a review of the process they followed, the challenges they experienced, and the efficiencies they gained.

 

5:00 pm – 6:00 pm

Feature Comparative: General Ledger and Reporting

In this session we will review the similarities and differences between General Ledger in Enterprise and 3E.

Technical Comparative: Product System Requirements

Join us for a stem-to-stern review of the 3E Product System Requirements (PSR).

 

3E Paperless Proforma

Join Paperless Proforma Product Manager Karen Altnow as she shares a glimpse of Paperless Proforma for 3E and a roadmap tour into the future of Paperless Proforma.

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

Making the Transition to 3E: The Conversion Process Explained

Join us as we discuss the Enterprise to 3E conversion process. Topics covered will include: Elite’s role versus the firm’s role, what you can do to prepare, understanding what Elite covers, what to expect from each conversion, and understanding the Data Validation process (i.e., LDR, Data Validation and UAT).  TUTORIAL

Feature Comparative: Masking

Join us for an exploration of the similarities and differences between masking in Enterprise and 3E.  TUTORIAL

 

11:00 am – 12:00 pm

Making the Transition to 3E: Know Your Enterprise Customizations and Data Requirements

When replacing a core business system, you need to know what your current customizations are – and what business benefits they provide – to ensure those requirements continue to be met. This session will assist you in identifying your current customizations such as integrations, reports, UDFs, and information distribution. You don't want to wait until the last minute to address how a customization will migrate into 3E as this puts undue pressure on the conversion project; especially with reporting requirements. Additionally, we'll cover how to get a handle on customization requirements in the new system.

Feature Comparative: Accounts Payable and Reporting

In this session we will review the similarities and differences between Accounts Payable in Enterprise and 3E.

 

1:45 pm – 2:45 pm

Transitioning to 3E: Building a Business Case

Are you wondering where to start with your 3E business plan and how to sell it internally? Senior Elite Account Executives will share what has worked for other clients on their path to 3E.

Feature Comparative: Setups

Join us as we discuss improvements to the setup processes between Enterprise and 3E. 3E offers much more flexibility and control over the impact of setups. We will review enhancements in application and master file setups like statuses, offices, and departments. Additionally we'll discuss VB Options vs. Overrides/Set System Options, and finally Control Panels vs Financial Controls.

 

3:15 pm – 4:45 pm

Implementation Readiness Services Overview

Are you wondering how to start developing a strategy to move to 3E? This tutorial will help you to develop a vision by identifying the business needs that drive 3E value such as your current pain points, critical business processes, and success criteria. We will take you through a combined technical and application session, including a review of a checklist on what can be done today to prepare for your 3E implementation, while still delivering value in Enterprise.  TUTORIAL

Feature Comparative: Reporting

Join us as we compare Reporting in Enterprise to 3E.  TUTORIAL

Thursday, June 21, 2018

 

8:45 am – 9:45 am

Feature Comparative: Taxes

In this session we will review the similarities and differences between tax functionality in Enterprise and 3E.

Transitioning to 3E: Why 3E?

What were the decisions that led other firms to move to 3E? Hear the reasons, what decision-making process they followed to get there, and what benefits they have experienced since their move to 3E.

 

10:15 am – 11:15 am

Feature Comparative: Framework

In this session we will review the similarities and differences between framework in Enterprise and 3E (e.g., printing, global replace, export to Excel, modeling, worklist, workflow, and web services.)

Enterprise to 3E Roundtable: Ask the Experts

This session is intended for Enterprise customers that may be wondering, "How does 3E handle this scenario?" Bring your questions to this interactive session with a panel of Enterprise and 3E experts.

 

11:30 am – 12:30 pm

Feature Comparative: UDFs

In this session, we will talk about how to handle User Defined Fields (UDFs) during your move to 3E. We'll cover best practice considerations for looking at existing fields or creating custom fields in 3E - in addition to discussing how this impacts your conversion and template development.

Transitioning to 3E: Understanding Customizations Impact and Cost

Learn from Elite Services management the types of customizations available within 3E and their impact to your system. We'll include discussing the benefits of going with a vanilla implementation, discuss cost analysis of client coded customizations as well understanding the ongoing support and costs associated with customizations.

 

1:30 pm – 2:30 pm

Feature Comparative: eBillingHub

When taking on a project like transitioning from Enterprise to 3E, it's easy to overlook the potential impact on your e-billing process. Join us as we discuss what the process entails from the eBillingHub perspective and hear testimonials from customers who have already completed the migration.

Feature Comparative: Conflicts

In this session we will review the similarities and differences between Conflicts in Enterprise and 3E.

 

3:00 pm – 4:00 pm

3E Does It Better: AP & GL

Come see from our perspective what we feel 3E handles better than Enterprise in Accounts Payable and General Ledger.

Data Migration De-mystified

Best practices and methodology for migrating data from Enterprise to 3E.

3E

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

GL Allocations

Join this session to get a better understanding of GL Allocations. You’ll discover the true power of its functionality and learn how to implement this feature into your firm’s workflow (e.g., month-end closing process). Attendees will get a hands-on demo covering many common use-cases.  TUTORIAL

Meet the IDE

Need a Submit/Stay button? Wish you could add more items to search on? This tutorial will give you a basic introduction to the 3E IDE and how to make small customizations to fit your needs  TUTORIAL

 

Taxes Need Not Be Taxing

Join this session to learn how to set up, report on, clear and pay your taxes in 3E.  TUTORIAL

 

3:15 pm – 5:15 pm

Revaluations

Join this session to take a deep dive into FX Revaluations. You’ll get best practice recommendations for setting up 3E’s revaluation feature and troubleshooting it. Additionally, we’ll cover how to analyze the results and tools to aid you in this process.  TUTORIAL

Tell Me About It: How to Use 3E Notify to Tell the Right People About the Right Information at the Right Time

In this session, attendees will be introduced to the 3E Notify dashboard, and the sixteen different types of notifications that can be used to tell the right people about key data in your 3E system that your firm wants them to know about: Matter Budget thresholds, WIP aging thresholds, A/R aging thresholds, new Matters, GL Budget thresholds, billing thesholds, and more. Attendees will learn how to schedule these Notifications and how to distribute them via email or the Notify Dashboard inbox.  TUTORIAL

 

Security/User Access in 3E

Understand Process Level Security in 3E. This session includes an overview of features, behavior, and implementation of User, Role and Security setups. A demonstration will also be given.  TUTORIAL

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

3E Roadmap

 

1:00 pm – 2:00 pm

3E Financials 2.8.3 and Beyond

Come see what's upcoming for 2.8.3 and further down the road. This is your chance to provide your feedback on potential new features and development strategy. Audience participation required so bring your ideas with you.

Best Practices for 3E Conflicts

Learn how to set up and configure 3E Conflicts and the New Business Intake workflow to meet your firm's unique needs and requirements.

 

The Power of the 3E Time Type

Time Types have lots of power in 3E, join this session and see how. Did you know you can use them to set default narratives, implement flat fee billing, and charge flat amounts for services.

 

2:15 pm – 3:15 pm

Closing your Month in 3E

Are you using the tools available to you to assist with your month end? We will cover tips and tricks for existing clients to improve or change their month-end process, and the considerations that need to be given to make full use of the new tools available.

3E Technology and Architecture, Building For the Future

We will share with you how 3E's Framework, new technology, and architecture are building for the future.

 

Testing Your Masking

This session will walk through the practical application of how to test transaction type masking set ups to ensure that the correct posting requirements are met for your firm.

 

3:45 pm – 4:45 pm

3E Cloud Pilot Panel

Come ask questions of a 3E Cloud early adopter. This pilot customer will share their experiences and thoughts on being the first customer in the 3E Cloud. Our panel will feature key contributors on the Grodon Arata Cloud Pilot.

Balancing Tips and Tricks

Discover the new 3E Month End Processing Dashboard that steps you through the activities needed to complete transaction processing, closing unit periods, and scheduling balancing reports. Experience efficiencies with the new At-a-Glance dashboard and the supporting drill-downs to help pinpoint discrepancies.

 

Carpe Tempus ("Seize the Time"): My Favourite Time, Disbursement, and Billing Reports in 3E

Aside from the obvious ones (WIP, AR), what are the best reports in 3E for measuring a firm's time and billing KPI's? Where do you even start? One of our experienced consultants discusses 3E reports in general, and specifically their favorite 3E reports, and demonstrates how to use them. Reports discussed will include: Timecard Basic, Cost Card Basic, Voucher Disbursements, Aged WIP, Net Investment, Billing Realization, AR Master Listing, Aged AR, Client Account Transactions (for Client-to-Office transfers), and more.

 

5:00 pm – 6:00 pm

3E Paperless Proforma

Join Paperless Proforma Product Manager Karen Altnow as she shares a glimpse of Paperless Proforma for 3E and a roadmap tour into the future of Paperless Proforma.

I Predict a Riot: Anticipated Costs and Why Most Firms Should Avoid Them

In this session, an experienced consultant discusses the concept of anticipated costs and the many reasons why most law firms should avoid using them. We look at how 3E deals with anticipated cost entries, their effect on matter WIP and masking, and their relationship with the "true" cost when the AP Voucher for it arrives. We look at the differences between hard cost and soft cost masking in 3E. Additionally, we'll discuss the tax, regulatory, system balancing and other practical implications of using anticipated costs.

 

Other Uses for 3E Roles

Roles can be used in 3E for more than just defining access in the Security Tree. Join us as we highlight a few of the places in 3E where Roles can be used to restrict sensitive transactions or access to specific groups.

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

Inter-Company billing

This is a must-attend session for multi-unit firms. Join this session for an in-depth review of the considerations, best practices, and setups for inter-company billing with 3E. We’ll also do a walk-through of the inter-company billing process.  TUTORIAL

3E Basic IDE

The IDE (Integrated Development Environment) provides a toolset which allows firms to make easy changes to their 3E Processes to improve the user experience. Learn how to modify "QuickFind, Advanced Find, Query Results and Worklist," turn on the Audit or Attachments features where desired, and add "UDFs" to Processes.  TUTORIAL

 

3E Administration, Performance, and Troubleshooting

What is the right formula for making sure your 3E system is running just right? Find out in this presentation as we discuss the 3E infrastructure, system maintenance, metric retention, and task scheduling.  TUTORIAL

 

11:00 am – 12:00 pm

What's New in AP, GL, and Collections

We will be demonstrating new feature enhancement for 3E 2.8.2 for Accounts Payable, General Ledger and Collections.

Monitoring and Diagnostics, Our Next Step

With Monitoring and Diagnostics adoption rates skyrocketing and Elite taking its power to the cloud, we would like to share and gather your reactions to the vision for the evoluation of this product.

 

Security in 3E

Join us for a discussion of the current and future 3E security features.

 

1:45 pm – 2:45 pm

3E Financial Reporting

Discover the Microsoft® Excel®-based application that offers highly formatted financial statements which accounting professionals can create, integrate, and maintain. You’ll see how Financial Reporting promotes an accountant first approach by enabling accountants and business users to create their own Financial Statements without the support of IT. A product development roadmap will also be presented.

Show and Tell: Self-Service Reporting Using 3E Dashboard Design and 3E Notify

In this session, we will explore three of the "persona" dashboards offered in 3E, with specific emphasis on "self-service" reporting. You'll get a demo of the Working Timekeeper dashboard, Billing Timekeepr dashboard and Management Committee dashboard and the associated setups and configurations that control what data each dashboard will display to the end user. We will also explore how to use key event-driven notifications to populate the Notify Inbox dashboard part, and/or send automated email notifications to key users.

 

Favorite 3E Customizations Tips & Tricks

Come listen to Elite Services Technical Leads talk about some of their favorite 3E customizations. We will discuss the importance of making good design decisions up front and talk through pitfalls of bad designs, check out some cool looking customizations and review how to code them.

 

3:15 pm – 4:45 pm

Show Me The Money: How 3E Deals with Accounts Payable, from Supply to Settlement

We show you how to set up Vendors/Payees, and how to post transactions in AP, with specific focus on: 1. Payees whose invoices will contain hard costs and therefore need to be on hold until those hard costs have been billed to the firm's client and the client has paid the bill. 2. Payees whose invoices have to go through an authorization process (unauthorised suspense) 3. AP Transaction Type masking 4. Posting invoices (Vouchers) with Hard Costs or/and GL expenses 5. Posting pre-paid invoices (Vouchers) for direct payments to suppliers 6. Using models to create Recurring Vouchers 7. Reporting / Inquiries 8. Multi-currency (with brief reference to relaised FX gain/loss treatment) 9. Payment runs  TUTORIAL

3E Basic Report Design

Clone and configure 3E Report Presentations to meet your reporting needs. Use the IDE to create custom Report Objects and Reports.  TUTORIAL

 

The Importance and Impact of Setups on System Balancing

This session will explore all setups and any associated masking that will impact system balancing. This will cover areas such as Transaction Types, Banks, Taxes & Financial Controls alongside GL Unit and Local Chart setups. It will help the user understand the importance of their setups and the impact they have.  TUTORIAL

 

4:45 pm – 5:30 pm

3E User Group

Thursday, June 21, 2018

 

8:45 am – 9:45 am

3E Masking and Its Power

Discover the power of 3E Masking. Learn about the capabilites for posting differing GL entries to multiple sets of books (i.e., GL Types) for a single transaction. This concept supports GL postings for various statutory requirements as well as differing firm requirements.

What's New with 3E Framework and the Elite Service Bus

This session will provide an overview of the new 3E platform and Elite Service Bus features in recent releases.

 

Doubtful Invoices and WIP Provisioning

This session provides insight on how to use WIP Provisioning and Doubtful Invoices to monitor and predict your inventory realizations.

 

10:15 am – 11:15 am

3E Data Insights – Data Analytics Made Easy

Join us as we showcase 3E Data Insights, our new Data Analytics product. See how the powerful combination of Data Insights, Microsoft Power BI and the Data Warehouse Console offers more efficient ways for decision-makers to absorb and act on data. Our approach to deliver standard supported analytics and visualizations provide the fundamental elements to streamline implementation and deliver needed reports and analytics faster. 3E Data Insights is a self-service data analytics solution that enables business users to produce their own analytics and impactful visualizations without the help of IT. The product development roadmap will also be presented.

3E UI Refresh Project

This session will provide a conceptual and archtectual overview of the 3E Silverlight User Interface replacement. Join us as we discuss the way forward to a new decoupled User Interface.

 

What’s New in 3E Billing

Join us as we discuss what's new with 3E Billing in the 2.8.2 release, including: Timekeeper Notes, Unallocated Receipts by Document Number, Proforma Edit by Detail, and many more.

 

11:30 am – 12:30 pm

How to Prepare Your Firm for a Successful Implementation

The session will review how to prepare the data, staff and fim for a blueprint implmentation. The data is better converted if cleaned up, the staff is better prepared if included and the firm is better is prepared if they are aware.

3E Metrics and Reports

This session covers configuration, scheduling and metric retention setups, and best practices. Making the most of the highly versatile metric presentations to easily mine your data and provide quick and meaningful result sets.

 

Demystifying Payment Selection Generation Unavailable Items and Application Bank Postings

This session will provide attendees with practical examples of Payment Selection Generation Unavailable Items as well as investigate the application process for zero Checks etc.

 

1:30 pm – 2:30 pm

Bring Your Data to Life with Microsoft’s Power BI

Take your data to the next level with Microsoft Power BI, a robust tool used to transform, analyze and visualize data. See how easy it is to leverage standard reporting content from 3E Data Insights to easily create stunning, impactful Power BI reports. Power BI delivers more efficient ways for decision-makers to absorb and act on data to communicate their message effectively. Connect to other data sources, ask questions of your data, and see what else is possible by leveraging native functionality within Microsoft Power BI. Come see why Microsoft Power BI is positioned in the Leaders quadrant in the Gartner Magic Quadrant for Business Intelligence and Analytics Platforms.

All About 3E Trust

Join this session to get a better understanding of the 3E Trust module, from start to finish. From receiving Trust funds; to applying those funds to billing invoices; to calculating interest on your interest bearing trust accounts. This session will also cover some pointers that can help you take full advantage of the 3E Trust features.

 

Let's Make a Deal: Rate Exceptions, Proforma Adjustments, and Volume Discounts

This session will introduce attendees to 3E Volume Discounts - how to set them up for various scenarios, how to use them, and what effect they have on postings within your 3E system. We also discuss how to report on the results, ways of providing law firm clients with a discount, from Rate Exceptions and Rate Exception Groups, and simple percentage-based proforma adjustments that can be pre-set at Client or Matter level.

 

3:00 pm – 4:00 pm

Charge it 3E Style

Most common charges are Billed on Account and Other Service Charges. In this session, we'll look some examples such as how users commonly mask Billed on Account entries.

Anticipating your Successful 3E Implementation: Resources, Work Load, Focus Area, and Partnership

Hear from senior services staff on taking ownership and partnering during your 3E implementation.

 

Feb 07, 2018 version

SESSION SCHEDULE GRID

Monday, June 18, 2018

1:00 pm
|   
3:00 pm

eBillingHub

Enterprise

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

3:15 pm
|   
5:15 pm

eBillingHub

Enterprise

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

Tuesday, June 19, 2018

8:15 am
|   
9:00 am

Breakfast

9:00 am
|   
10:00 am

Keynote

10:30 am
|   
11:30 am

eBillingHub

Enterprise

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

12:15 pm
|   
1:00 pm

Lunch

1:00 pm
|   
2:00 pm

General Interests

3E Design Gallery

Enterprise

Enterprise to 3E

3E

3E

3E

2:15 pm
|   
3:15 pm

3E MatterSphere / 3E Workspace

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

3:45 pm
|   
4:45 pm

General Interests / 3E

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

5:00 pm
|   
6:00 pm

General Interests

3E Workspace

Enterprise to 3E

Enterprise to 3E

Enterprise to 3E / 3E

3E

3E

6:00 pm
|   
8:00 pm

Reception

Wednesday, June 20, 2018

8:00 am
|   
8:45 am

Breakfast

9:00 am
|   
10:30 am

General Interests

eBillingHub

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

11:00 am
|   
12:00 pm

General Interests

General Interests

3E MatterSphere

3E Business Development

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

12:00 pm
|   
12:45 pm

Lunch

12:45 pm
|   
1:30 pm

External Keynote

1:45 pm
|   
2:45 pm

General Interests

General Interests

3E Workspace

3E Business Development

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

3:15 pm
|   
4:45 pm

General Interests

General Interests

3E Design Gallery

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

4:45 pm
|   
5:30 pm

3E

Thursday, June 21, 2018

7:45 am
|   
8:30 am

Breakfast

8:45 am
|   
9:45 am

General Interests

Insights & Outlooks

eBillingHub

3E MatterSphere

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

10:15 am
|   
11:15 am

General Interests

General Interests / 3E

Insights & Outlooks

3E MatterSphere

3E Business Development

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

11:30 am
|   
12:30 pm

General Interests

Insights & Outlooks

3E Workspace

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

3E

12:30 pm
|   
1:15 pm

Lunch

1:30 pm
|   
2:30 pm

General Interests / 3E

3E Design Gallery

3E Business Development

Enterprise to 3E

Enterprise to 3E

3E

3E

3:00 pm
|   
4:00 pm

3E Workspace

Enterprise

Enterprise to 3E

Enterprise to 3E

3E

3E

6:30 pm
|   
10:30 pm

Gala

 

We look forward to seeing you in London this February!   REGISTER NOW >