Are you at risk with

documents in the ‘wild’?Enhance your iManage footprint.

RBRO – Our Focus

Global Solutions Provider

North America, Europe and Asia Pacific presence

Solutions

Unifying people, processes and tools

Customer Value

Quality over quantity

Solved business problems

Improved daily experience for regular users.

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The Problem

Organizations want to improve Governance and Security.

But…

While core products such as MS Office

and Acrobat are integrated, other

line-of-business applications,

workflows and the web are not,

and migrating linked content

to the DMS results in broken links.

Result….

Lots of data that exists outside

of the DMS because of application

incompatibility… too hard to comply!

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= RISK

Is your organization rolling the dice?

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Solution Examples

Content Governance & Security

Business Perspective

• No more content in the ‘wild’

• All content in secure, auditable DMS repository

• Monitor and control access

• Respond quickly to improper access or use

End-user Perspective

• All business content in a single place

• Easier management of linked content

• Less clicks to access all business content

• Less clicks to upload or download web-based content

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Solution Examples

Solution

Integrate non-integrated apps

Make web content interactions simple

Manage Ethical Walls

Manage Engagement Teams

Real-time access monitoring

Instant, actionable alerts

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Solution Examples

Business Process Enablement

Business Perspective

Secure movement of business content through authoring,

review and authorization with full Audit in iManage Work

Less risk associated with content circulation

Less time to complete tasks – greater visibility

End-user Perspective

Task-related content is available and actionable

iManage Work content attached to task and automatically

placed in iManage Work on completion

Fewer steps

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Solution Examples

Solution

Implement a BPM solution

Integrate tools like DocuSign

Facilitates linked content (e.g., Excel documents)

Enable “No-API” access to automation content

Provide seamless connection between BPM and iManage Work

In-depth iManage Work and K2 experience

Pre-canned workflows

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About Brabners

• Mainly Corporate and Commercial Law Firm

• Liverpool, Manchester and Preston

• 360 users

• 216 lawyers

• We have been Brabners since 1815

• Five successive generations of the

Brabner family have practised law

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Personal

Jon Taylor – Brabners

Jon.Taylor@Brabners.com

https://uk.linkedin.com/in/jondtaylor

@jtredbase

Joined Brabners 2013

Previously Weightmans, Pannone and various contract work

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The Challenge

• Major IT issues causing disruption

to business

• Document chaos

• Email risk

• Unmanaged processes

• Lack of visibility

• Collaboration issues

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Solution

• Complete IT infrastructure rebuild

(new domain, virtual infrastructure, servers,

switches, storage)

• New Desktop

(Win 8.1, Office 2013, Skype for Business

Telephony)

• New Systems

(DMS – iManage Work, BPM – K2, CRM –

InterAction)

• Business process improvement initiative

• Reduce waste

• Figure out the hidden cost of printing?

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Document Management

• Document control

• Version control

• Findability

• Email management

• Document automation

• Template management

• Review and auditing

• Accountability

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iManage Work

Best of breed

Good reputation

Over 70% top 100 UK law firms

Well established

Good references

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Change Project

• User adoption

• File shares to DMS

• Invested in training (iTrain Direct)

• Classroom and floor-walking

• Phased lock-down of file shares

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Problem

• Users had issues saving and

uploading from/to web-based

applications

• Still required intermediate access to

the file share

• Internally – SharePoint, K2, PDF

• Externally – Search providers (PALI), IP

registration sites, Land Registry,

Companies House, Extranets (HighQ)

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• Link2DMS – the missing link!

• Works out-of-the-box for many

scenarios

• Training very easy

• Easy install

• Very easy to use

• Background application and non-

disruptive

Solution

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Link2DMS

• Taskbar-based application

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Learn Mode - Excel

• Learn Mode

• Learn Mode Captions

• Switch Off Learn Mode

• Locked Config

• Centralised App

Settings Deployment

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Link2DMS

• Intercepts ‘Save As’

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Link2DMS

• Replaces native Windows or Adobe ‘Save’ dialog with iManage

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iManage User Acceptance

• Good… until we got to Finance and HR

teams

• Lots of linked Excel spreadsheets and

even Word documents

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Solution

• Link2DMS Conduit Office Integration

• Includes Excel add-in (read/write capable)

• Initial testing positive

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Automation

• Took on K2 to implement workflows including New Business Intake

• K2 recommended RBRO

Strong Legal solutions’ understanding

Assist with best practices and avoid pitfalls

Strong Technical capabilities that bridged iManage and K2

• Tie into iManage will be important for content flow

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Big Picture

iManage Delivers significant and growing value.

Get more people, processes and content to the table

One path to better adoption

Indirectly improve governance while enhancing user

experience

Increase business benefit

Integrated workflow will add value to our iManage

investment

Working towards lowering cost and increasing

profitability

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