Presentation from the Metis Legal CRM user group - 12/06/12. For more information please contact crm@collierpickard.co.uk

2. Agenda
10:00 Registration and coffee
10:30 Introduction to the day & Metis roadmap
11:00 Metis product demonstration and feedback
11:30 Metis CRM Data Validation tools - Data8
12:30 Lunch
13:00 Metis future requirements discussion
16:00 End session with drinks

3. Welcome

4. Metis philosophy
External
Best in class Technology Data
• SalesLogix
• QlikView Best
Analytics
• dotMailer Practice
• HubSpot
Best of breed Services Metis
• Jellyfish Legal Framework
• Pennington Hennessy
Outbound Creative
• Metis User Group
Marketing Partners
Best in class Data
• Data8 Inbound
• LinkedIn Marketing
• Companies House

5. Metis application scope

6. Metis road map

7. Market Trends

8. Metis V8.0 – Spring 2013
• Inclusion of items requested by Metis User Group
• Enhance data visualisation to create “Grids” control available
for all entities
• Further simplification of User Interface
• Round Out CRM Features
• Deliver an end-user Form Designer for Web and Mobile
• Improve Cloud Auto-upgrades & On-boarding

9. Metis V8.1 – Spring 2014
• Advance CRM Feature set to maintain market leadership
• Inclusion of items requested by Metis User Group
• More Focus on Auto-upgrades – to continue to reduce cost of
ownership
• Embedded in Outlook – continued enhancement and
development of the Metis toolbar in Outlook
• Process Designer – allow for the rapid mapping and
implementation of business processes
• Ecosystem – continue to extend the Metis Ecosystem through
partnerships with other centres of excellence in the legal
marketplace.

10. Metis Demonstration

11. User Auditing
6th – 11th March
User Name UserId Hours Minutes
    
      U6UJ9A00002Y 250 59
      
   
  U6UJ9A00000X 250 59
    
     U6UJ9A00003I 229 15
    
  U6UJ9A00005V 228 32
 
    U6UJ9A00003R 206 21
   
    U6UJ9A00000W 201 49
  
    U6UJ9A00000O 185 42
     
    U6UJ9A00005S 163 53
    U6UJ9A00004T
     116 33
  
   U6UJ9A00000H 101 30
  
   U6UJ9A00005Y 45 41
    
 U6UJ9A00004V 44 11
  
    U6UJ9A000048 36 57
   
    U6UJ9A00002W 19 30
     
   U6UJ9A000060 11 35
    
   U6UJ9A00001M 9 8
  
   
 U6UJ9A00004Z 5 56
     U6UJ9A00004J
        2 20
    
    U6UJ9A000041 1 26
     
      U6UJ9A000067 1 12
     
     ADMIN 0 15

12. Core Metis
Core Metis
I know this person
Instant Access
Anti Money Laundering
Wills/Legal Tabs
Do not solicit
Client Teams
What’s missing?
Mailings Tab Events in the web?
(Windows Client)
Legal Terminology
Where is the “WOW!” ?
Events
Data Validation
Customer Satisfaction
Quarantine contacts
Contact Timeline
Opportunity Timeline
metis@collierpickard.co.uk
Enhanced Security
Private Individuals
Value Grid
Referrals
Outlook Metis Toolbar
dotMailer Integration
Metis User Auditing

13. Data8

14. Metis future requirements
discussion
metis@collierpickard.co.uk