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@ORG1
Successful IT Management in Small-and Mid-Sized Firms
Monday, August 22,11 am - 12 pm
Hashtag #ORG1
Meet Your PanelTimothy B Corcoran as Moderator
CIOs Shirley Crow Erik Goltzer Terry L Pressley
Timothy B. Corcoran as ModeratorHubbard One, a Thomson Reuters Business
[email protected] or @tcorcoran@ORG1
CIOs Shirley Crow Erik Goltzer Terry L. Pressley
Twitter: @shirleycrow @egoltzer @tlpressley
Firm: Farella Braun + Martel LLP
Miller Johnson Leonard, Street and DeinardMartel LLP Deinard
Offices: 1 + 1 2 5
Attys/Users: 130/270 95/210 189/228
Staff: IT: 6.5 FTE + me Practice Support: 6.5 FTE
10 17
Vi li i S d i ’ S D k 85% i t li d d Virtualization: Servers, and it’s a beautiful thing
Servers & Desktops 85% servers virtualized and currently in Proof of Concept for Desktop Virtualization
AFAs/LPM: Case by case, and watching
In Review/Watching Actively working on developing Matter Management (LPM)
watching
Let’s Talk About --@ORG1
Prioritizing R
How Many Hats Do You Have?Resources
and Initiatives
Do You Have?
C ll b ti Virtualization
Collaboration with Vendors and Business
Partners Law Firm
(Server & Desktop): Pros and Cons
Team Partners Law Firm Efficiency
(Project Management,
BuildingManagement, AFA, Pricing)
Prioritizing Resourcesand Initiatives
Shi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. Customer service first and foremost—you will earn trust for
a. Plan project efforts strategically to drive revenues and efficiencies
a. Look for projects that add value and align with strategic plan or firm will earn trust for
initiatives
b. Develop a strong internal team;
revenues and efficiencies
b. Execute daily support mission tactically to ensure happy users
strategic plan or firm vision
b. Outsource what you can focus your efforts internal team;
outsource as little as possible; look for initiatives that help
k
ensure happy users can—focus your efforts on adding value—whatever that means for your firm
customers work more effectively and serve clients better
How Many HatsDo You Have?
Shi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. Leader of IT, Library, Practice Support, Records, and Calendar.
a. Too many, however those drive value beyond typical IT mission
a. Many—IT, Records, New Matter Intake, Conflict of Interest and Work Product Records, and Calendar.
Cross-department teamwork really helps
typical IT mission
b. Allows input and leverage in efforts that will ultimately affect IT
Interest and Work Product Support, technical support, network engineer, collaborator, presentation guru will ultimately affect IT
missionpresentation guru, advisor—and the list goes on.
Collaboration with Vendorsand Business Partners
Shi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. Be friendly with your vendors, but remember they are not your
a. Formulate partnerships with vendors for strategic projects to increase ROI
a. Develop strong Business Partner relationships—they’ll be there when you they are not your
friends.
b. Become an effective negotiator; learn to
projects to increase ROI
b. Share success with vendors for "win-win" results
they ll be there when you need them
b. Be a success story for your Business Partnernegotiator; learn to
hold the line firmly without rancor
results your Business Partner—you may save money
Law Firm Efficiencyy(Project Management, AFA, Pricing)
Shi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. We do AFAs all the time, but don’t have a one-size-fits-all
a. Watchful waiting a. Developing a process to gather resource and billing data to drive one size fits all
process in place. We are just as willing to negotiate with clients as with vendors
billing data to drive efficiencies and model future engagements
b AFAs may be a byas with vendors.
b. Lots of talk about LPM, interested in how
h b d lk
b. AFAs may be a by-product, but not the driving force
others go beyond talk
Virtualization(Server & Desktop): Pros and Cons
Shi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. It is a beautiful thing to be able to throw up a dev server in a flash
a. Con: Virtualization allows you to manage your assets centrally however
a. Server virtualization provides central management, quick dev server in a flash
b. Not so sure about virtualizing desktop—can you convince me?
assets centrally however does not necessarily mean 'easier'
b Pros: So much easier not
management, quick recovery and responsiveness but doesn’t necessarily mean less workcan you convince me? b. Pros: So much easier not
having to deal with so many desktop/laptop platform images!
less work
b. Virtualized desktop promises to provide
h i anywhere, anytime, any device computing!
T B ildiTeam BuildingShi l C E ik G lt T L P l
@ORG1
Shirley Crow Erik Goltzer Terry L. Pressley
a. Give credit, take blame
b. You’ve got your hands
a. Humor always, Humility often and Hammer as needed
a. Trust is the glue
b. Diversity and input = b. You ve got your hands full, don’t be too hands-on or you’re an obstacle to your team
needed
b. Always ensure those who do the work take the curtain calls
b. Diversity and input innovation and success
curtain calls
ReferencesReferences@ORG1
Licensing Task Force ReportLicensing Task Force ReportGo to: http://www.iltanet.org/MainMenuCategory/Publications/WhitePapersandSurveys/Best aspx/WhitePapersandSurveys/Best.aspx(also contains the system/software selection guidelines)
Types of agreements addressed by this publication i l dinclude:
• Software license agreements, including license grant and license subscriptionp
• Software maintenance agreements• Agreements for software-related services, such as
conversion, implementation, and training.
ReferencesReferences@ORG1
LeadershipGo to: http://www.mygazines.com/issue/15531
The Wizardry of Leading Others d Y lf i h C H and Yourself with Courage, Heart
and Brainsby Gina Buser
Credibility and trust are not optional if you want to be a successful leader. A common leadership myth is that if you want to get ahead, you have y y g , yto be willing to put aside your values from time to time. Effective leaders know this is just not true. Read on…
Contact UsContact UsTimothy B. Corcoran as Moderator
bb d O h
@ORG1
Hubbard One, a Thomson Reuters [email protected]
Shirley Crow, CIO at Farella Braun + Martel LLPy ,[email protected]
Erik B. Goltzer, CIO at Miller Johnsonlt @ ill j [email protected]
Terry L. Pressley, CIO at Leonard, Street and [email protected]
