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Powerpoint for my presentation at the ABA National Association of Bar Executives Small Bar Conference in Philadelphia, June 26th, 2009.These notes apply to the small bar association but could also apply to a small nonprofit or small business.
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Copyright David Drager © 2009 1
IT FOR THE SMALL BAR
David DragerIT ManagerChester County Bar Association
What is IT?
Information Technology's Goals
"Knowledge is Power"
- Francis Bacon
What Kind of Information Important for Small Bars?
- Information to run your office
- Information on/for your members
Copyright David Drager © 2009 2
Copyright David Drager © 2009 3
INFORMATION FOR/ABOUT MEMBERS
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Membership Management
• Collect Data About Past, Present and Future Members
• Apply this data to advance your Bar Association goals
• Target areas of expansion
• Hub from which everything flows
Copyright David Drager © 2009 5
Membership Databases
Many Databases Available
• Notepad• Excel• Access• Advanced Membership Software
• Associate• Affiniscape• iMIS• Custom• …
Copyright David Drager © 2009 6
Strategic Member Information Statistics
• Who are your members?• Where do they live?• What do they value?• Where is your association lacking in value to
members?
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Communicating with Membership
• Paper Mail• Phone• Fax• E-mail
• ListServ• ListManager• Hosted Email Services• MailChimp• ConstantContact
• Website• RSS
• Social Networking
Copyright David Drager © 2009 8
Websites
• Hosted Off-Site or In-House?• Tightly Integrated with Membership
Database• Implications
• Content Management• Paid and Free Solutions• Free isn't 'Free'
• Calendaring• e-Commerce• Security• SEO
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Search Engine Optimization
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E-Mail Communications
In-House or Hosted
Membership Newsletters, Listservs - ConstantContact, MailChimp Beware member burnout
Currently main line of communications
Beware Formal/Informal Prose
Proof
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Blogs, Social Media
LinkedIn, Facebook, Twitter, Others
Pros/Cons
You Should Have a LinkedIn Page and Group! Free!
Very Important for Younger Attorneys
Great Way to Get Out the Message
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INFORMATION FOR THE OFFICE
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Desktops / Laptops
• Anti-virus, Anti-spam, Anti-malware• Paid Solutions• Norton, McAfee, NOD32
• Free Solutions• Avast!, AVG Free, Malwarebytes
• Update - Windows Update Automatic
• Firewall - On the network or on the PC
• Word Processing, Spreadsheets, Email Clients• OpenOffice vs Microsoft Office
Copyright David Drager © 2009 14
Internet Connection
•Many High Speed Options (Depending on your area)• Cable• DSL• Fiber• Wireless
•VPN•Virtual Private Network - Necessary for off-site work
•Speed• How many staff• Bandwidth (Down/Up)
Copyright David Drager © 2009 15
Intra Office Communication
Phone / VoiceMail VoIP Cell Phone
Email Office Email Smart Phone
BlackBerry iPhone
Instant Message GTalk IntraOffice Protocols (Jabber, Sharepoint)
Copyright David Drager © 2009 16
Publishing Content to MembersAlmost always use PDF!
Readable across many platforms, layout will be standardized.
Invest in Acrobat Professional
Documents can be secured• Read only access• Redact Lines• Fill In Forms / Typewriter
Free Alternatives - CutePDF - http://www.cutepdf.com/
Copyright David Drager © 2009 17
Adobe Acrobat / PDF
PDF stands for Portable Document Format
Abilities:• Digitally Sign Documents• Lock or Restrict Distribution (Security)
o File->Properties• Typewriter• Redact• OCR
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Document Management
Sharing Data and Files, Keeping it up to Date
• Single Computer• Multiple Computers (Networked)• Document Management / Indexing
o Sharepoint - Notification/Versioningo Google Docso Google Desktop / Search Appliance
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SaaS - Google
Google AppsAccess all documents via website
Benefits: Accessible Globally Sharing information between staff Export to PDF Cheap - Free or $50/year per user
Cons: Downtime catastrophic for business Learning curve for MS Office based offices. Migration of current documents Data security / privacy
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"Going Paperless"
• Interface paper to digital, then securely shred• Desktop or Workgroup Scanners• OCR - Optical Character Recognition• Key is FINDING data or information• Con is it will cost some expense at the
beginning, however savings in the long run.
• Safer than paper storage...
Copyright David Drager © 2009 22
Backups
Make AND Test Backups
Online, Off-site backups replacing physical backups
Desktop and Server Backups
Secure Backups with Encryption
Some Options: Mozy, BackBlaze, Custom solutions
Pricing coming down, ~ .50 a gigabyte
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Copiers, Printers, ScannersCopiers are now printers, faxes and
scanners.Can scan documents and do OCRAccess to your network and e-mailInkjets are most expensiveColor Laser middle groundBlack and White Laser cheapest
Copyright David Drager © 2009 24
Office Mobility
Should staff members work in office only, or is telecommuting an option?
Presence
'Follow Me'
Remote Desktops – GoToMyPC and LogMeIn
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Credit Card Security / PCI ComplianceCredit Card Industry, Visa/MC/Amex are working to reduce fraud.
If you haven't heard about this, you will.
Rules for security of credit card information - most complicated if you have an online store.
Copyright David Drager © 2009 26
Data Security
"Information is Power"People want our information• Marketers• Hackers• Spammers
Must protect paper and electronic data through policies and procedures.
Outside audits
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OVERALL IT STRATEGY
In-house or Outsource
In-House IT
Pros:• Go-to person for tech
problems• Knows organization
inside and out• Long-term partner in
Bar Association Goals
Cons:• Expensive for smaller
bars• bars
Copyright David Drager © 2009 28
Outsourced IT
Pros:• Cheaper, Pay for only
what is needed• Has wide array of
resources at hand
Cons:• May not be Bar
Association or non-profit oriented
• Can be motivated by profit or product, not 'best solution'
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But don't forget we are ultimately here to help our members advance the practice of law, everything I’ve gone over are tools to make this
happen.
Any Questions?
Copyright David Drager © 2009 31
Contact:David [email protected] W. Gay Street / West Chester, PA 19380610.692.1889