ERM System Acquisition and Implementation

A Case Study

Presented to the

Oct. 14, 2008

Troutman Sanders LLP

• International law firm with 685 attorneys and 12 offices in North America, Europe and Asia

• Founded in 1897• Clients range from Fortune 500 companies to

small businesses; non-profit organizations to individual entrepreneurs; multinational corporations to federal and state agencies

• Over 40 areas of legal practice

Requirements

• Forced entry and validation of client/matter numbers

• Accessibility to on-line services if validation software down

• Password management

• Ability to track usage of electronic subscriptions

Key Points of Analysis

• Features

• Security

• User Friendly

• Customer Service

Results

• Recommend OneLog

• Not implemented

Implementation

• Given go-ahead with one month • Brief review of options• Set-up, installation and training• Develop instructional materials• Go-live

Problems at Implementation

• Cultural change• E-mail• Passwords not known• Perceived loss of functionality• Isolated issues

User Experience

Administrative Features

• License enforcement• Detailed reporting• Real time usage analysis• Disconnect users• Password expiration• View unused resources• Costs/time or pages viewed• Administrative testing

Success?

• Forced entry & validation – recovery greater than predicted

• Accessibility – software down, access to resources available

• Password management – primarily used for trouble-shooting

• Tracking usage – limited use currently