confidential consider aderant expert refresher training toni nystromjarmila pencikova senior...

CONFIDENTIAL

Consider Aderant Expert Refresher Training

Toni Nystrom Jarmila Pencikova

Senior Training Consultant Director, Finance

Aderant Osler, Hoskin & Harcourt LLP

[email protected] [email protected]

1Copyright 2014 Aderant Holdings, Inc. All rights reserved.

mailto:[email protected]


CONFIDENTIAL

Who benefits from refresher training?

• Any firm that has been live for a year or more

• Firms with turnover, especially new management

• Firms with new hires since going live

• Any one who has not been trained by an Aderant Trainer


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What can be covered?

Anything you need, but here are some suggestions:

• Financial Applications• Individual or Group training • Review of current processes• Suggestions for using new features

• Security• Is everyone using the same menu because you can’t remember

how to create new menus and security plans• You need to make just a few tweaks, and need a little help


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What can be covered?• Customization Tools

• For anyone who has been trained but didn’t get the chance to use the tools before going live

• Those who still have a list of Screen customizations or Reports on their “to do” list, but can’t remember how to do them

• Event Scheduler• Are you running things manually because you don’t remember how

to schedule them

• Licensed Software you’ve never used


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Options• Onsite – typically 2 to 4 days

• Customize the agenda for your needs• Best way to review current processes

• Web-based – 2 to 4 hours per topic• Best option when you only need a review on a few things

• Aderant Academy• Great option for those who don’t really know if they’re ready to

commit to a trainer onsite


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Share the cost• Are there other firms in your city who might want to

schedule only a day or two of time? Get together and share the travel expenses.

• Consider hosting one or more firms in your area. We can provide a training database if you can provide the training room.


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Ready to make a choice?

• To schedule onsite or web-based training, contact

Linda Brower at [email protected]

• Aderant Academy – to get information or a log on, email [email protected]


CONFIDENTIAL

Have questions?

• Feel free to contact me with questions: [email protected]



CONFIDENTIAL

Consider Aderant Expert Refresher Training

Toni Nystrom Jarmila Pencikova

Senior Training Consultant Director, Finance

Aderant Osler, Hoskin & Harcourt LLP

[email protected] [email protected]




CONFIDENTIAL

Who we are?• Law Firm with 420 lawyers in 5 offices (4 in Canada, 1 in

USA)• Our Finance & Accounting department is centralized in

Toronto – total of 40 people• More than half of the group has been with the Firm for

15+ years• Have been using Aderant since 1990 (CLO*2, CMS Open)• Currently on Aderant 7.5


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Why did we decide to do the training?

• In Summer 2013 – restructure of Billing & Collection Team• Combined Biller and Collector responsibilities into one job• Previously – 6 Billers + 3 Collectors• Needed to train Billers on collections• At the same time, looking at possibility of implementing 3rd

party collection software• Brought an Aderant Trainer in for 1 day in November 2013• Everyone from the Billing & Collection Team attended• Result – “WOW!”


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More training in January 2014• Brought Toni Nystrom in for 4 days in January • Day 1

• Meeting with Management• Reviewed HUB setup, Client/Matter/Timekeeper setup and how we

use Aderant• Gone over features we don’t use (Progress Billing, On Account

Fees, On Account Disbursements, Billing Rules, 1099, etc.)

• Day 2 & 3• Financial Applications Training (Accounts Payable, Cash Receipts,

Trust, General Ledger, Billings, Disbursements, Reporting)• Mandatory for everyone


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More training in January 2014• Day 4

• Follow up• Walk around• Closing meeting and review

• Following Week• Enhancements & Modifications


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Why don’t we know everything?• Existing staff training new staff• Loss of knowledge as people leave• Upgrades introduce new features

• Not known• Not sure what it does• No time to investigate

• Change in management• Internal processes change

• Keep doing the new ‘stuff’ the old way

• Changes in legal industry


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Before the Training• “I know everything, why do I have to attend the training?”• “This is going to be a waste of my time”• “I’ve been here for 15 years and have done billings for

that long, I don’t need to have someone tell me how to do my job”

• My answer: TRUST ME, you’ll learn something!


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After the Training• “WOW!”• “I didn’t know I/the system could do that!”• “I just learned how to do something in 5 minutes,

something that used to take me 30 minutes to do!”


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Benefits of the Training• Consistency in the training• EVERYONE will learn something• Chance to ask questions• You identify opportunities for enhancements or

modifications• Chance to give feedback to Aderant• Build partnership


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If I had to do this all over again . . .• Allow more time• Share the training cost with another Firm• Should have done it long time ago


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Plans for the future• Will sign up for the Aderant Academy• Testing the enhancements & modifications• Implementing new features• May do follow up training for specific modules/features

through webex


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Have questions?

• Feel free to contact me with questions: [email protected]



confidential consider aderant expert refresher training toni nystromjarmila pencikova senior...

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