leveraging the latest new features what's new: time matters
DESCRIPTION
Leveraging the Latest New Features What's New: Time Matters. Robert Gray, CIC Matters in Motion, Inc. [email protected]. Bio: Robert Gray. 1980 – Began technology career as a technician, then programmer and consultant - PowerPoint PPT PresentationTRANSCRIPT
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
Leveraging the Latest New Features What's New: Time Matters
Robert Gray, CICMatters in Motion, Inc.
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferenceBio: Robert Gray
• 1980 – Began technology career as a technician, then programmer and consultant
• 1997 – Launched GrayLint Enterprises, Inc. with partner Scot Linton
• 1998 – Became Time Matters CIC (Certified Independent Consultant) serving clients across the US
• 2005 – Released CaseWORTH PI Settlement Calculator software (add on for Time Matters)
• 2009 – Launched Matters in Motion, Inc. continuing CIC consulting with a new focus on custom software add-ons for Time Matters
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferenceObjectives
• Learn about the latest enhancements in the new version 10 release of Time Matters & LNTPA
• See why v10 will be the best Time Matters ever – really…
• See some cool demos
• Discuss exciting new plans and possible directions
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferencePresentation Logistics
• This presentation & demo videos will be posted to www.mattersinmotion.com
• Email me: [email protected]
• Questions – Q&A at the end – please.
• Meet me at my Lexpo table in the back of this room
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Terms
• TM – Time Matters/LexisNexis Total Practice Advantage
• Pro – “Time Matters Professional”
• SQL – Pronounced “Sequel”. “Structured Query Language” SQL is a modern, fast and reliable system for your TM information.
• CIC – “Certified Independent Consultant” We study, test and are certified by LexisNexis as experts so we can help you get the most value out of their software products.
• “user interface” –The part of a program the user sees and interacts with. Simply, it is the screens, tabs, fields, buttons and so on that you “interface” with when you use the program.
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Why should you upgrade to v10?
• Survey…
• Version 10 is NOT about a bunch of new features.
• There are only 7 “New Features” in v10.
• Stability. Stability. Stability.
• Version 10 primary focus is fixing “annoying reported issues”. You know – bugs…
• Continued commitment to fixing reported issues in the future. LN says “30% of future development resources will be focused on resolving open issues.”
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
v10 – Ding dong the ‘Pro’ is dead!
• The Pro database is old technology.
• Remember your vintage 1988 PC? Wish you could go back?
• I have TM Pro now. What is going to happen to me?
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
TMPro
• Pro user limits
• Pro Database speed
• Pro Database corruption
• Perfect network connectivity is crucial
Pro vs. v10 SQL Database
Time
Matters
v10 SQL
•Industry standard used by millions of businesses
•SQL is faster & more powerful
•SQL is more reliable
•I’ve never seen a TM Enterprise (SQL) corrupted
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferenceWhy did LN wait till v10 to make this change?
• Maybe some of you are a little irritated with LexisNexis over Pro.
• Even though this new path is better for everyone, some will complain.
• It's difficult to commit to such a course change, even if clients are better off for it.
• “Why isn’t this version 9 Service Release 4?”
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
How does v10 help me if I already have TM Enterprise?
• Take the chains off the LN developers
• Opens the door to many new outside innovations
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference New Enhanced Power Views
• What is a Power View?
• Demo – TM Power Views (Old & New)
• What the Future holds for Power Views
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Desktop Extensions“Great Taste… Less filling!”
• Desktop Extensions are a great example of v10 unchaining the developers
• “Time Matters Lite” vs. Experts in a Hurry
• Demo – Desktop Extensions
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferenceOver the Air Sync for your iPhone – Finally!
• Smart phone sync has always been possible, but it's a pain in the neck.
• Manual Sync: Time Matters ↔ Outlook ↔ iTunes ↔ iPhone ↔ iTunes ↔ Outlook ↔ Time Matters = YIKES!
• Version 10 gives everyone wireless push synchronization without the headaches
• TM Exchange Sync Tool + MS Exchange = Wireless Magic
• MS Small Business Server (SBS)
• Or pay a reasonable monthly fee for a hosted Exchange account
• Not just for the iPhone
iPhone
Blackberry
Windows Mobile
Palm Pre
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
More Power for the Outlook LinkOK, the lightning bolts are a little over sell… But this is a useful feature.
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual ConferenceMerge Template Organization
• What is a Merge Template?
• Are you talking about the Formattable Clipboard?
• So what is the new feature?
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
• Do you backup your data every day? Do you really????
• Who would be in trouble if your phone rang right now?
• “I think our data is on this tape…”
• v10 includes automated backup – ask your CIC for setup help
• But, you still need a complete backup plan…
Auto BackupAuto Backup
…It wasn’t!
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Backup PlanYour backup plan must include 4 things:1. Hold someone accountable every day.
2. Test at least once a month to be sure you can read your backup data.
3. Keep an on-site backup and take another backup off-site.
4. Do not use tape! Use portable hard drives. Consider web-based backup as a 3rd level of protection.See Wells Anderson’s www.activeonlinebackup.com
Email me for a copy of our plan: [email protected]
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Why upgrade from Pro?
If you currently have Professional:
• SQL is honestly reason enough to switch
• Lexis’ new commitment to stability
• A small but valuable set of new features
• Don’t get left behind!
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Why upgrade from Enterprise?
If you currently have Enterprise:
• A small but valuable set of new features
• Lexis’ commitment to stability
• Why should I pay for an upgrade?
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference Q&A
• I’ll post these presentation materials on the Resources page of www.mattersininmotion.com
• Or come by our Lexpo table to see demos or just chat.
• Please feel free to email me for more info: [email protected]
• Ask away…
2009 Practice Management 2009 Practice Management
Annual ConferenceAnnual Conference
Our Add-On Software Products for Time Matters
TMWebViews Share your TM Power Views on the web
MatterFX Keep your finger on the pulse of your firm – from your Inbox
CaseWORTH Personal Injury Damage/Expense Management & Settlement Calculator for Time Matters
TMJustice Example of a custom web portal for Time Matters
Visit www.mattersinmotion.com to learn more…