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Copyright David Drager © 2009 1 IT FOR THE SMALL BAR David Drager IT Manager Chester County Bar Association

It For The Small Bar

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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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Page 1: It For The Small Bar

Copyright David Drager © 2009 1

IT FOR THE SMALL BAR

David DragerIT ManagerChester County Bar Association

Page 2: It For The Small Bar

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

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Copyright David Drager © 2009 3

INFORMATION FOR/ABOUT MEMBERS

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Copyright David Drager © 2009 4

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

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Copyright David Drager © 2009 5

Membership Databases    

Many Databases Available

• Notepad• Excel• Access• Advanced Membership Software

• Associate• Affiniscape• iMIS• Custom• …

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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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Copyright David Drager © 2009 7

Communicating with Membership    

• Paper Mail• Phone• Fax• E-mail

• ListServ• ListManager• Hosted Email Services• MailChimp• ConstantContact

• Website• RSS

• Social Networking

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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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Copyright David Drager © 2009 9

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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Copyright David Drager © 2009 11

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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Copyright David Drager © 2009 12

INFORMATION FOR THE OFFICE

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Copyright David Drager © 2009 13

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

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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)

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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)

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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/

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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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Copyright David Drager © 2009 18

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Copyright David Drager © 2009 19

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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Copyright David Drager © 2009 20

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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Copyright David Drager © 2009 21

"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...

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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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Copyright David Drager © 2009 23

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

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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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Copyright David Drager © 2009 25

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.

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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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Copyright David Drager © 2009 27

OVERALL IT STRATEGY

In-house or Outsource

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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

Page 29: It For The Small Bar

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'

Copyright David Drager © 2009 29

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Copyright David Drager © 2009 30

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.

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Any Questions?

Copyright David Drager © 2009 31

Contact:David [email protected] W. Gay Street / West Chester, PA 19380610.692.1889