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Faster Is Better Building An Experience Database Ilta Webinar Nov 2009

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This document discusses building an experience database to capture a law firm's client experiences. It notes the benefits of having an experience database and keeping the data current. Challenges include getting attorney participation and capturing all relevant experience given the volume of data. Recommendations include starting small, gaining executive and attorney buy-in, communicating successes, and managing expectations. The presenters then took questions from the audience.

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Faster Is Better: Building an Experience Database November 2, 2009 1
Presenters Christina R. Fritsch, J.D. Business Development Technology Consultant ClientsFirst Consulting 404-249-9914 CF@ClientsFirstConsulting.com 2
Presenters Yolanda R. Cartusciello Director of Marketing Debevoise & Plimpton LLP 212-909-6859 ycartusciello@debevoise.com 3
Presenters Chris Kraft Senior Director, Product Management Hubbard One 312.873.6855 christopher.kraft@thomsonreuters.com 4
Presenters Jennifer Klyse Principal Consultant LexisNexis InterAction (630) 288-2255 Jennifer.Klyse@lexisnexis.com 5
Presenters Lisa M. Simon Chief Marketing Officer Brownstein Hyatt Farber Schreck, LLP 303-223-1375 lsimon@bhfs.com 6
Presenters Monica F. Ulzheimer Business Manager Sutherland Asbill & Brennan LLP 404-407-5160 Monica.Ulzheimer@Sutherland.com 7
Presenters Keith Wewe Director of Client Service and Growth Content Pilot LLC 972.479.9142 kwewe@contentpilot.net 8
Why Build an Experience Database • Benefits of Having One • Benefits of Automation • Examples of Success
Challenges • Roadblocks to Avoid • People and Process Issues • Keeping Data Current
Challenges – Capturing Experience All Client Matter Numbers Time and Billing Records (100,000s) Profiled Experience in All Important Experience Experience Database (ED) (1000s - 10,000s) Representative Experience Selected from Experience ED for use in proposals and web site (100s -1000s) Featured Client Case Studies Experience Testimonials Press Releases Home Page Features (10s - 100s)
Best Ways to Implement • Types of Data to Gather • Attorney Involvement • Firm Objectives
Getting Attorneys to Participate • Firm Culture • Using Additional Resources • Collaboration
Resources • Implementation Costs • Build vs. Buy • Staff and Attorney Time
Recommendations • Start Small, Get Quick Wins • Executive and Attorney Buy-In • Do Your Homework • Communicate Successes • Manage Expectations
Thank You / Q&A 16

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Faster Is Better Building An Experience Database Ilta Webinar Nov 2009

  • 1. Faster Is Better: Building an Experience Database November 2, 2009 1
  • 2. Presenters Christina R. Fritsch, J.D. Business Development Technology Consultant ClientsFirst Consulting 404-249-9914 CF@ClientsFirstConsulting.com 2
  • 3. Presenters Yolanda R. Cartusciello Director of Marketing Debevoise & Plimpton LLP 212-909-6859 ycartusciello@debevoise.com 3
  • 4. Presenters Chris Kraft Senior Director, Product Management Hubbard One 312.873.6855 christopher.kraft@thomsonreuters.com 4
  • 5. Presenters Jennifer Klyse Principal Consultant LexisNexis InterAction (630) 288-2255 Jennifer.Klyse@lexisnexis.com 5
  • 6. Presenters Lisa M. Simon Chief Marketing Officer Brownstein Hyatt Farber Schreck, LLP 303-223-1375 lsimon@bhfs.com 6
  • 7. Presenters Monica F. Ulzheimer Business Manager Sutherland Asbill & Brennan LLP 404-407-5160 Monica.Ulzheimer@Sutherland.com 7
  • 8. Presenters Keith Wewe Director of Client Service and Growth Content Pilot LLC 972.479.9142 kwewe@contentpilot.net 8
  • 9. Why Build an Experience Database • Benefits of Having One • Benefits of Automation • Examples of Success
  • 10. Challenges • Roadblocks to Avoid • People and Process Issues • Keeping Data Current
  • 11. Challenges – Capturing Experience All Client Matter Numbers Time and Billing Records (100,000s) Profiled Experience in All Important Experience Experience Database (ED) (1000s - 10,000s) Representative Experience Selected from Experience ED for use in proposals and web site (100s -1000s) Featured Client Case Studies Experience Testimonials Press Releases Home Page Features (10s - 100s)
  • 12. Best Ways to Implement • Types of Data to Gather • Attorney Involvement • Firm Objectives
  • 13. Getting Attorneys to Participate • Firm Culture • Using Additional Resources • Collaboration
  • 14. Resources • Implementation Costs • Build vs. Buy • Staff and Attorney Time
  • 15. Recommendations • Start Small, Get Quick Wins • Executive and Attorney Buy-In • Do Your Homework • Communicate Successes • Manage Expectations
  • 16. Thank You / Q&A 16