vantage 2018 worldwide conference curriculum · the following is the most current vantage 2018...

VANTAGE 2018 Worldwide ConferenceCurriculum

http://www.thomsonreuters.com/

Feb 07, 2018 version

CurriculumThe following is the most current VANTAGE 2018 Worldwide Conference curriculum (updated on Feb 07, 2018). New sessions will be added over the nextfew weeks. Be sure to bookmark this web page and revisit for the most current schedule.

VANTAGE sessions qualify for CPE credit.

Sessions are listed as follows:General InterestsInsights & OutlookseBillingHub3E MatterSphere3E Workspace3E Design Gallery3E Business DevelopmentEnterpriseEnterprise to 3E3E

Schedule grid:A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

1:00 pm – 2:00 pm

3:45 pm – 4:45 pm

5:00 pm – 6:00 pm

9:00 am – 10:30 am

11:00 am – 12:00 pm

GENERAL INTERESTS

TUESDAY, JUNE 19, 2018

From On Premises to The Cloud and Beyond

Is your firm considering moving from Enterprise to 3E Cloud? Are you already running3E on site and wondering whether 3E Cloud is right for your firm? Are youimplementing 3E on premises and considering migrating to Elite's 3E Cloud but needto know the recommended implementation steps to ensure the smoothest transition?Attend this session for answers to these questions. We will highlight the considerationsto review with your 3E implemation and with your firm.

3E Cloud Pilot Panel

Come ask questions of a 3E Cloud early adopter. This pilot customer will share theirexperiences and thoughts on being the first customer in the 3E Cloud. Our panel willfeature key contributors on the Grodon Arata Cloud Pilot.

Data Privacy: Product Options Available for Addressing Your Firm's Data PrivacyRequirements

Attend this cross-product session to learn about the options available in 3E, 3EMatterSphere, 3E Business Development, and Enterprise your firm can use to addressits address data privacy requirements. Data Privacy is a hot topic and expected to gethotter around the globe. Explore the existing feature offerings with us and bring yourquestions and ideas for where data privacy is headed in order to stay current with, or astep ahead, of the regulators.

WEDNESDAY, JUNE 20, 2018

The Lawyer Experience: 3E Workspace Brings It All Together

View a live demonstration of how lawyers can get their job done using an intuitive userinterface that seamlessly brings together data from 3E, 3E MatterSphere, 3E DataInsights, 3E Business Development , and 3E Paperless Proforma. You'll see how youcan empower your lawyers with automated client insight, let them access documentsand enter time on the go, view dashboards and client and matter reports, interact with3E processes, edit proformas electronically, and more. TUTORIAL

Adapt or Die: Disruption, Innovation and the Futureof Law Firms

The traditional law firm is ill-equipped for thedisruption to traditional practices by the rapid pace oftechnological advancement, an increasingly tech-savvy client base, a new crop of millennial lawgraduates, and the emergence of nontraditionalmarket entrants. Simon Jarrett and a guest willdiscuss the future of law firms in the 21st century,looking more closely at what firms can do now toensure that they not only survive, but thrive in a bravenew world of AI, automation, in-house legal servicesand new client demands. We look at how TR Elite canhelp your firm differentiate itself from the competitionand adapt to this new legal environment.

NEW! 3E Matter Pricing

This session will provide attendees with an overviewand demonstration of the 3E Matter Pricing solution, anew solution for pricing, budgeting and analytics that isintuitive for both attorneys and pricing professionals.

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

Hosting 3E in the Cloud vs Elite's 3E Cloud - What'sthe di�erence?

We will explore the difference and similarities of 3ECloud, 3E as a Service, and a firm hosting 3E in thecloud on their own.

Explore our Project Quality Model

From small firms to global organizations, we have animplementation method for you! We will review thevarious methods developed by our staff to ensure asuccessful implementation for any size of firm.

Cloud Technology and How Elite Is Leveraging It

This session will cover basic cloud concepts andtechnologies. Additionally, it will highlight and demoElite products using this technology such as 3E, 3EFinancial Reporting, and 3E Workspace. TUTORIAL

3E Matter Pricing

Join our tutorial to see a detailed demonstration of thenew 3E Matter Pricing solution. Subject matter expertswill be on hand to guide attendees through theapplication and to answer questions. TUTORIAL

THURSDAY, JUNE 21, 2018

Education Services - Client Education Overview

Join us as we review the many training programs provided by Thomson Reuters Elite'sprofessaional training team - Education Services. Our team has a variety of trainingprograms, for every application in Elite's catalog of software solutions, to aid your staffin leveraging the full value of Elite's products and boosting revenue.

How 3E Image Connect Can Help Your Firm Storeand Retrieve Transactional Backup Documentation

This session provides an introduction to ImageConnect, the scanning system that allows firms tobulk scan, bar-code and attach supplier invoices (andother documents) to their corresponding postingrecords in 3E. You'll discover how to retrieve thoseimages, and how they can be integrated with aDocument Management System (DMS).

3E Data Insights – Data Analytics Made Easy

Join us as we showcase 3E Data Insights, our new DataAnalytics product. See how the powerful combinationof Data Insights, Microsoft Power BI and the DataWarehouse Console offers more efficient ways fordecision-makers to absorb and act on data. Ourapproach to deliver standard supported analytics andvisualizations provide the fundamental elements tostreamline implementation and deliver needed reportsand analytics faster. 3E Data Insights is a self-servicedata analytics solution that enables business users toproduce their own analytics and impactfulvisualizations without the help of IT. The productdevelopment roadmap will also be presented.

It’s Your Knowledge Base 24/7

If accessing, navigating and searching the Knowledge Base has sometimes been amystery to you, then the information in this session will help you unravel the solutionsyou're looking for in the Knowledge Base. Find out how subscribing to KB articles cankeep you current and informed about changes and best practices to your softwaresolutions. A step-by-step approach is used to help users become familiar withaccessing the Knowledge Base, using a handful of search tips, and searching forspecific content. The options covered within the Knowledge Base resource are thetabs, navigation tree, categories, subcategories, the All Words search, filtering resultsby “HTML” articles only, and the Advanced Search with Article title only.

1:30 pm – 2:30 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

Bring Your Data to Life with Microsoft’s Power BI

Take your data to the next level with Microsoft Power BI, a robust tool used totransform, analyze and visualize data. See how easy it is to leverage standard reportingcontent from 3E Data Insights to easily create stunning, impactful Power BI reports.Power BI delivers more efficient ways for decision-makers to absorb and act on data tocommunicate their message effectively. Connect to other data sources, ask questionsof your data, and see what else is possible by leveraging native functionality withinMicrosoft Power BI. Come see why Microsoft Power BI is positioned in the Leadersquadrant in the Gartner Magic Quadrant for Business Intelligence and AnalyticsPlatforms.

INSIGHTS & OUTLOOKS


How Firms Leverage Microsoft's Front O�ce Product O�erings

Are you taking advantage of the latest innovations from Microsoft? Is your firm missingout on tools that can increase fee earner efficiency? Join us for a lively peer discussionof how firms are using Microsoft front office technology.

Elite and Data Privacy

Overview on how data privacy is being addressed in various Elite products.

Seeking Improvements with Arti�cial Intelligence

Have you been thinking about ways to maximize efficiency by leveraging AI? Has yourfirm implemented AI in any way? Join us for a peer discussion of how your firm canbenefit from Artificial Intelligence.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

9:00 am – 10:30 am

8:45 am – 9:45 am

EBILLINGHUB

MONDAY, JUNE 18, 2018

Getting the Most Out of eBillingHub

During this tutorial our experts will show you common mistakes e-billers make, causingdelays in e-billing, as well as rejections. We will also help you find simple solutions toassist your e-billers to eliminate those mistakes. TUTORIAL

As The Bill Turns: An eBillingHub Deep Dive

Join us as we take an in-depth look at the pieces that make eBillingHub tick. Learnabout the tools, partnerships, and features that we have in place to improve the e-billing process. Find out where current work is being done to improve and extendthose features to bring more value to your billing department. TUTORIAL


eBillingHub's Road Ahead

A look at the short and long-term roadmap plans for eBillingHub as we continue workon key enhancements to the product.


eBillingHub User Group

Join an open discussion between eBillingHub users, service managers, support, andoperations about best practices, implementations, and more. TUTORIAL


Teaming Up for Your Bene�t: How Elite Can Improve the Billing Process

With the 3E and eBillingHub products all part of Thomson Reuters Elite, we have anopportunity to help take the e-billing experience to a whole new level. This session willtake a look at enhancements that are currently underway, and begin looking atimprovements on the horizon.

2:15 pm – 3:15 pm

11:00 am – 12:00 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

3E MATTERSPHERE


The Future Has Arrived for the Lawyer User Experience

Learn how 3E MatterSphere and 3E Workspace combine to meet the needs of themodern lawyer. You’ll get a demonstration of how these two products use MicrosoftOffice, web and mobile user interfaces, and a virtual assistant (Hello, Alexa!) to providedocument automation and storage, tasks and time entry on the go and via voicecommands, persona based financial reporting and actionable insights, proformareview, business development and more.


Our 3E MatterSphere Journey

Are you putting off that upgrade? Does the prospect of a migration keep your ITdepartment up at night? Come and collaborate with our application consultancy teamas they take you through a case study presentation detailing how they navigated thevarious challenges of a complex global change program.


3E MatterSphere

Join us as we tour the highlights of 3E MatterSphere’s document managementcapabilities. Travel the peaks of case management and venture through the task flowtrails to the new adventures of mobility.

Working Smart with the Lawyer Experience Solution

Join a discussion-led demonstration of the Lawyer Experience where you will see andhear from Thomson Reuters technology thought leaders and special guest speaker onthe benefits of this integrated solution.

2:15 pm – 3:15 pm

5:00 pm – 6:00 pm

1:45 pm – 2:45 pm

11:30 am – 12:30 pm

3:00 pm – 4:00 pm

3E WORKSPACE


The Future Has Arrived for the Lawyer User Experience

Learn how 3E MatterSphere and 3E Workspace combine to meet the needs of themodern lawyer. You’ll get a demonstration of how these two products use MicrosoftOffice, web and mobile user interfaces, and a virtual assistant (Hello, Alexa!) to providedocument automation and storage, tasks and time entry on the go and via voicecommands, persona based financial reporting and actionable insights, proformareview, business development and more.

3E Workspace Mobile: What's New and Product Roadmap

Many exciting things are happening with 3E Workspace Mobile - the lawyer userexperience that brings together financial management, proforma, mattermanagement, business development use cases, and more for the lawyer user. Comesee where the product is going by getting a glimpse at our roadmap of newfunctionality planned for future releases.


3E Workspace Integration Framework Data Sync: How to Implement Bi-DirectionalSyncs with 3E, 3E MatterSphere, and 3rd-Party Applications

This is an in-depth technical overview explaining how to implement bi-directional dataintegrations between Elite products such as 3E, 3E MatterSphere, and 3rdy-partyapplications. We have made great advances since last year’s conference. Join us for arefresher and discover the latest configuration and development capabilities.


Mobile Technology Deep Dive and Security

Join our engineering team for an advanced discussion on the 3E Workspace Mobilearchitecture, configuration, and approach to security. See how we've developed asingle architecture that provides native applications for iOS and Android. A printout ofour Mobile Application Security Whitepaper will be handed out and explained.

How to Extend 3E Workspace Mobile

Learn how to go beyond out-of-the-box 3E Workspace Mobile options and customizethem to meet your firm's unique requirements. This session provides a detaileddemonstration of how to configure and customize the web and mobile user interfaces,in addition to the Workspace Integration Framework Data Sync. If you attended lastyear, please join for a refresher and to learn about new configuration capabilities.

1:00 pm – 2:00 pm

3:15 pm – 4:45 pm

1:30 pm – 2:30 pm

3E DESIGN GALLERY


3E Design Gallery: New Standard Solutions Overview - Now for Enterprise and 3E

A completely new set of stock solutions for 3E Design Gallery v3 have recently beencreated which can be used for both 3E and Enterprise. In this session we will providean overview and demo of these solutions, their benefits, and default configurations.Additionally, we'll discuss the portability of them between Enterprise and 3E.


3E Design Gallery Solution Development in V3

During this tutorial we will take a look at making many of the most common solutionchanges using our latest user tools (i.e., Solution Manager, Visual Designer, ProcessDesigner). We will demonstrate making changes around document flows (i.e.,document output and distribution configuration), modifying existing components, andadding new sections such as additional time detail formats. Our new stock solutionswill be used as the base for these demos. TUTORIAL


3E Design Gallery Overview & Roadmap

Join this session and discover the value 3E Design Gallery can bring to your firm’sdocument automation processes. Focus will be on V3, our current major release,which will be demonstrated, highlighting the fundamental changes to how documentsare created and distributed. We will also look at where the product is going by getting aglimpse at our roadmap of new functionality available in v3.1 and planned for futurereleases.

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

10:15 am – 11:15 am

1:30 pm – 2:30 pm

3E BUSINESS DEVELOPMENT


3E Business Development Premier: What's New and Product Roadmap

What's new with 3E Business Development Premier and where is it headed? The mostexciting features released over the past year and future roadmap direction will bereviewed, including the new 3E Business Development cloud offering.

Breaking Down the Data Silos: Why Time & Billing Data Is Important to BusinessDevelopment

3E Business Development Premier allows you to leverage integrated financial data inyour BD initiatives. This session will cover what financial data you should integrate andhow this information powers cross-selling opportunities such as key client programsand pitch teams. Additionally, you’ll see how linking client data with BD data benefitsyour lawyers.


Driving ROI and Lawyer Engagement in Business Development

Plan, Engage, Convert, Measure, Communicate - Repeat. Join this exciting livedemonstration of 3E Business Development Premier to learn best practices forplanning your BD campaigns, driving ROI, demonstrating success, and empoweringyour lawyers to engage with minimal effort.

3E Business Development Premier - Why Cloud?

Cloud technology is one of the hottest topics in legal IT and 3E Business DevelopmentPremier is evolving to stay ahead of the curve. Join this session to learn how 3EBusiness Development Premier will leverage cloud technologies and the advantagesthis will provide to our cloud-based customers.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

1:00 pm – 2:00 pm

2:15 pm – 3:15 pm

3:45 pm – 4:45 pm

ENTERPRISE


Enterprise Flat Fee Billing Best Practices

This tutorial provides an in-depth review of the setup,use, process flow, and reporting for implementing flatfee billing in Enterprise. TUTORIAL

Document Studio Maintenance and AdvancedTemplate Design

Most customers use the basic features of DocumentStudio but few use it to its full potential. In this session,we’ll walk through several advanced concepts inDocument Studio, including dynamic subdocreferences, macro execution, IFT repeatability, andmany other topics. TUTORIAL

Paperless Proforma: Best Practices for Con�guringand Customizing

Come learn about configuring Paperless Proforma tomeet your firm's needs, and best practices forcustomizing Paperless yourself by modifying lists,details screen, user security, and much more. TUTORIAL

Enterprise Interim Billing Best Practices

Join us for a deep dive into the Enterprise InterimBilling feature (aka Fixed Fee or On Account Billing).Interim Billing enables your firm to render invoiceswithout relieving work-in-progress. As unallocatedcredits reduce accounts receivables, interim balancesreduce unbilled time and costs. This tutorial will covereverything from setups, to transactions, to the impacton statistics and reporting. TUTORIAL


Enterprise Favorite Features

Join Elite subject matter experts to hear about someof their favorite features. This is a perfect session tolearn how to become more efficient with the systemand business processes. Topics will include Billing,Accounts Payable, General Ledger, WebView,Conflicts, Records and Extend.

Using Image Connect with Enterprise & WebView

Learn out how Image Connect can provide enhancedfunctionality when integrated with Enterprise andWebview.

Enterprise Billing Manager & APGL 3.9 and 3.10 Post Release Enhancements

In this session, see your maintenance dollars at work with post release enhancementsavailable in Enterprise Billing & APGL 3.9 and 3.10.

WebView Basic Time Entry Tips & Tricks (Part I)

Come sail with us as we explore the fundamental Webview interfaces for users toaccess, enter, and interact with their timecards such as Calendar View, Daily Time EntryView, Timecard List, Weekly View, Grid Views, Direct Time Entry, Dictionary, MyShorthand, Frequent Matters, Edit Narratives and UDF display options. This is the basicinformation that every admin and user should know.

Enterprise Multipayor Best Practices

What is multipayor billing? What is the the best way to use it? Join us for an explorationof how multipayor works, the benefits, and the impact on statistics and reporting.

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

3:00 pm – 4:00 pm


Enterprise Billing & APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL3.11 release and provide an update on how the Enterprise 3.11 upgrades areprogressing. We will also cover enhancements completed since the Enterprise 3.11original release date. TUTORIAL

WebView 5.5 / 5.6 Enhancements

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6upgrades are progressing and where you can find more information on the EnterpriseProgression.

Enterprise Write-ups and Write-downs Best Practices

Join us for an in-depth review of the various write-up and write-down options availablein Enterprise. Discover how these transactions flow through the system in terms ofrealization and postings, and learn about their impact on statistics and reporting.

Enterprise Billing & APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL3.11 release and provide an update on how the Enterprise 3.11 upgrades areprogressing. We will also cover enhancements completed since the Enterprise 3.11original release date. (Repeat) TUTORIAL



Join Elite subject matter experts to hear about some of their favorite features. This is aperfect session to learn how to become more efficient with the system and businessprocesses. Topics will include Billing, Accounts Payable, General Ledger, WebView,Conflicts, Records and Extend. (Repeat Session)


In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6upgrades are progressing and where you can find more information on the EnterpriseProgression.

WebView Advanced Time Entry Tips & Tricks (Part II)

Get ready to soar to new heights as we take off to build on Part 1's lessons. We willlook at advanced methods such as Timers, Suspense Time, Unassigned Time, TimeReports and Global Timecards to leverage functionality to enhance productivity andperformance.

Enterprise Billing Rates Best Practices

With complex rate demands and exceptions on the rise, this session will help you gaina better understanding of the hierarchy of standard and alternate billing rates andoptions.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

1:00 pm – 2:00 pm

2:15 pm – 3:15 pm

ENTERPRISE TO 3E


Feature Comparative: Advanced BillingArrangements

Join us while we explore how Enterprise and 3E differwhen handling advanced billing arrangements,including multi-payor, splits, fixed fee, volumediscounts and alternative fee arrangements. TUTORIAL

Feature Comparative: Multicurrency

Explore the ease with which 3E handles multicurrency,from sub-ledgers to GL. This session will focus on thesimilarities and differences of the multicurrencyframework, currencies conversion, and supportivereporting features in Enterprise and 3E. We will alsowalk through added feature sets like explicit currency,realized/unrealized FX, and the unlimited currency ratetypes available in 3E. TUTORIAL

Feature Comparative: Billing Rates

Join us as we compare and contrast rate functionalitybetween Elite Enterprise and 3E. We will examinetimekeeper, cost, and exception rates. We'll alsodemonstrate a few rate scenarios. TUTORIAL

Making the Transition to 3E: Understanding theLegacy Data Review

Are you wondering what you can do today with yourEnterprise data to prepare for a successful conversionto 3E? In this tutorial, we will focus on the elementsrequired for a successful data conversion to 3E whilekeeping an eye on current operations in Enterprise.You'll learn about data integrity processes, tips andtechniques on data clean-up, and best practices thatprepare your data for migration. TUTORIAL


Feature Comparative: Data Imports/Exports

In this session we will review the similarities anddifferences between data loads and unloads inEnterprise and 3E.

Learn From Your Peers: Going Live on 3E Next Month– Mission Accomplished?

Are you interested in hearing about an activeEnterprise to 3E implementation that is a month awayfrom going live presented by a customer? If so, this is asession not to be missed! Learn how this firm hasexecuted their 3E implementation plan includinglessons learned and advice to any firms consideringthe move.

Feature Comparative: Proformas and Bills - Part I

In this session we will review the similarities and differences in the billing processbetween Enterprise and 3E.

Feature Comparative: Proformas and Bills - Part II

In this session we will review the similarities anddifferences in the billing process between Enterpriseand 3E.

Technical Comparative: Tables vs. Archetypes andFramework

Join us as we compare the Enterprise data structuresto 3E. You'll get an overview of the 3E data structureset and see how it differs from Enterprise.

3:45 pm – 4:45 pm

5:00 pm – 6:00 pm

9:00 am – 10:30 am

11:00 am – 12:00 pm

Feature Comparative: Paperless Proforma

In this session we will review the similarities anddifferences between Paperless Proforma inEnterprise and 3E.

Peer Perspective: Our Enterprise to 3E ConversionExperience

Hear about an Enterprise to 3E conversion from acustomer who has recently gone live on 3E. Join us fora review of the process they followed, the challengesthey experienced, and the efficiencies they gained.

Feature Comparative: General Ledger and Reporting

In this session we will review the similarities anddifferences between General Ledger in Enterpriseand 3E.

Technical Comparative: Product SystemRequirements

Join us for a stem-to-stern review of the 3E ProductSystem Requirements (PSR).

3E Paperless Proforma

Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future ofPaperless Proforma.


Making the Transition to 3E: The Conversion ProcessExplained

Join us as we discuss the Enterprise to 3E conversionprocess. Topics covered will include: Elite’s role versusthe firm’s role, what you can do to prepare,understanding what Elite covers, what to expect fromeach conversion, and understanding the DataValidation process (i.e., LDR, Data Validation andUAT). TUTORIAL

Feature Comparative: Masking

Join us for an exploration of the similarities anddifferences between masking in Enterprise and 3E. TUTORIAL

Making the Transition to 3E: Know Your EnterpriseCustomizations and Data Requirements

When replacing a core business system, you need toknow what your current customizations are – andwhat business benefits they provide – to ensurethose requirements continue to be met. This sessionwill assist you in identifying your currentcustomizations such as integrations, reports, UDFs,and information distribution. You don't want to waituntil the last minute to address how a customizationwill migrate into 3E as this puts undue pressure onthe conversion project; especially with reportingrequirements. Additionally, we'll cover how to get ahandle on customization requirements in the newsystem.

Feature Comparative: Accounts Payable andReporting

In this session we will review the similarities anddifferences between Accounts Payable in Enterpriseand 3E.

1:45 pm – 2:45 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

Transitioning to 3E: Building a Business Case

Are you wondering where to start with your 3Ebusiness plan and how to sell it internally? Senior EliteAccount Executives will share what has worked forother clients on their path to 3E.

Feature Comparative: Setups

Join us as we discuss improvements to the setupprocesses between Enterprise and 3E. 3E offers muchmore flexibility and control over the impact of setups.We will review enhancements in application andmaster file setups like statuses, offices, anddepartments. Additionally we'll discuss VB Options vs.Overrides/Set System Options, and finally ControlPanels vs Financial Controls.

Implementation Readiness Services Overview

Are you wondering how to start developing a strategyto move to 3E? This tutorial will help you to develop avision by identifying the business needs that drive 3Evalue such as your current pain points, criticalbusiness processes, and success criteria. We will takeyou through a combined technical and applicationsession, including a review of a checklist on what canbe done today to prepare for your 3Eimplementation, while still delivering value inEnterprise. TUTORIAL

Feature Comparative: Reporting

Join us as we compare Reporting in Enterprise to 3E. TUTORIAL


Feature Comparative: Taxes

In this session we will review the similarities anddifferences between tax functionality in Enterpriseand 3E.

Transitioning to 3E: Why 3E?

What were the decisions that led other firms to moveto 3E? Hear the reasons, what decision-making processthey followed to get there, and what benefits they haveexperienced since their move to 3E.

Feature Comparative: Framework

In this session we will review the similarities anddifferences between framework in Enterprise and 3E(e.g., printing, global replace, export to Excel,modeling, worklist, workflow, and web services.)

Enterprise to 3E Roundtable: Ask the Experts

This session is intended for Enterprise customers thatmay be wondering, "How does 3E handle thisscenario?" Bring your questions to this interactivesession with a panel of Enterprise and 3E experts.

Feature Comparative: UDFs

In this session, we will talk about how to handle UserDefined Fields (UDFs) during your move to 3E. We'llcover best practice considerations for looking atexisting fields or creating custom fields in 3E - inaddition to discussing how this impacts yourconversion and template development.

Transitioning to 3E: Understanding CustomizationsImpact and Cost

Learn from Elite Services management the types ofcustomizations available within 3E and their impact toyour system. We'll include discussing the benefits ofgoing with a vanilla implementation, discuss costanalysis of client coded customizations as wellunderstanding the ongoing support and costsassociated with customizations.

Feature Comparative: eBillingHub

When taking on a project like transitioning fromEnterprise to 3E, it's easy to overlook the potentialimpact on your e-billing process. Join us as we discusswhat the process entails from the eBillingHubperspective and hear testimonials from customerswho have already completed the migration.

Feature Comparative: Con�icts

In this session we will review the similarities anddifferences between Conflicts in Enterprise and 3E.

3:00 pm – 4:00 pm

3E Does It Better: AP & GL

Come see from our perspective what we feel 3Ehandles better than Enterprise in Accounts Payableand General Ledger.

Data Migration De-mysti�ed

Best practices and methodology for migrating datafrom Enterprise to 3E.

1:00 pm – 3:00 pm

3:15 pm – 5:15 pm

10:30 am – 11:30 am

1:00 pm – 2:00 pm

3E


GL Allocations

Join this session to get a better understanding of GLAllocations. You’ll discover the true power of itsfunctionality and learn how to implement this featureinto your firm’s workflow (e.g., month-end closingprocess). Attendees will get a hands-on democovering many common use-cases. TUTORIAL

Meet the IDE

Need a Submit/Stay button? Wish you could add moreitems to search on? This tutorial will give you a basicintroduction to the 3E IDE and how to make smallcustomizations to fit your needs TUTORIAL

Taxes Need Not Be Taxing

Join this session to learn how to set up, report on,clear and pay your taxes in 3E. TUTORIAL

Revaluations

Join this session to take a deep dive into FXRevaluations. You’ll get best practicerecommendations for setting up 3E’s revaluationfeature and troubleshooting it. Additionally, we’llcover how to analyze the results and tools to aid youin this process. TUTORIAL

Tell Me About It: How to Use 3E Notify to Tell theRight People About the Right Information at the RightTime

In this session, attendees will be introduced to the 3ENotify dashboard, and the sixteen different types ofnotifications that can be used to tell the right peopleabout key data in your 3E system that your firm wantsthem to know about: Matter Budget thresholds, WIPaging thresholds, A/R aging thresholds, new Matters,GL Budget thresholds, billing thesholds, and more.Attendees will learn how to schedule theseNotifications and how to distribute them via email orthe Notify Dashboard inbox. TUTORIAL

Security/User Access in 3E

Understand Process Level Security in 3E. This sessionincludes an overview of features, behavior, andimplementation of User, Role and Security setups. Ademonstration will also be given. TUTORIAL


3E Roadmap

3E Financials 2.8.3 and Beyond

Come see what's upcoming for 2.8.3 and furtherdown the road. This is your chance to provide yourfeedback on potential new features and developmentstrategy. Audience participation required so bringyour ideas with you.

Best Practices for 3E Con�icts

Learn how to set up and configure 3E Conflicts and theNew Business Intake workflow to meet your firm'sunique needs and requirements.

The Power of the 3E Time Type

Time Types have lots of power in 3E, join this sessionand see how. Did you know you can use them to setdefault narratives, implement flat fee billing, andcharge flat amounts for services.

2:15 pm – 3:15 pm

3:45 pm – 4:45 pm

5:00 pm – 6:00 pm

Closing your Month in 3E

Are you using the tools available to you to assist withyour month end? We will cover tips and tricks forexisting clients to improve or change their month-endprocess, and the considerations that need to be givento make full use of the new tools available.

3E Technology and Architecture, Building For theFuture

We will share with you how 3E's Framework, newtechnology, and architecture are building for thefuture.

Testing Your Masking

This session will walk through the practical applicationof how to test transaction type masking set ups toensure that the correct posting requirements are metfor your firm.


Come ask questions of a 3E Cloud early adopter. Thispilot customer will share their experiences andthoughts on being the first customer in the 3E Cloud.Our panel will feature key contributors on the GrodonArata Cloud Pilot.

Balancing Tips and Tricks

Discover the new 3E Month End Processing Dashboardthat steps you through the activities needed tocomplete transaction processing, closing unit periods,and scheduling balancing reports. Experienceefficiencies with the new At-a-Glance dashboard andthe supporting drill-downs to help pinpointdiscrepancies.

Carpe Tempus ("Seize the Time"): My Favourite Time,Disbursement, and Billing Reports in 3E

Aside from the obvious ones (WIP, AR), what are thebest reports in 3E for measuring a firm's time andbilling KPI's? Where do you even start? One of ourexperienced consultants discusses 3E reports ingeneral, and specifically their favorite 3E reports, anddemonstrates how to use them. Reports discussedwill include: Timecard Basic, Cost Card Basic, VoucherDisbursements, Aged WIP, Net Investment, BillingRealization, AR Master Listing, Aged AR, Client AccountTransactions (for Client-to-Office transfers), and more.


Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future ofPaperless Proforma.

I Predict a Riot: Anticipated Costs and Why MostFirms Should Avoid Them

In this session, an experienced consultant discussesthe concept of anticipated costs and the many reasonswhy most law firms should avoid using them. We lookat how 3E deals with anticipated cost entries, theireffect on matter WIP and masking, and theirrelationship with the "true" cost when the AP Voucherfor it arrives. We look at the differences between hardcost and soft cost masking in 3E. Additionally, we'lldiscuss the tax, regulatory, system balancing and otherpractical implications of using anticipated costs.

Other Uses for 3E Roles

Roles can be used in 3E for more than just definingaccess in the Security Tree. Join us as we highlight afew of the places in 3E where Roles can be used torestrict sensitive transactions or access to specificgroups.

9:00 am – 10:30 am

11:00 am – 12:00 pm

1:45 pm – 2:45 pm


Inter-Company billing

This is a must-attend session for multi-unit firms. Jointhis session for an in-depth review of theconsiderations, best practices, and setups for inter-company billing with 3E. We’ll also do a walk-throughof the inter-company billing process. TUTORIAL

3E Basic IDE

The IDE (Integrated Development Environment)provides a toolset which allows firms to make easychanges to their 3E Processes to improve the userexperience. Learn how to modify "QuickFind, AdvancedFind, Query Results and Worklist," turn on the Audit orAttachments features where desired, and add "UDFs"to Processes. TUTORIAL

3E Administration, Performance, andTroubleshooting

What is the right formula for making sure your 3Esystem is running just right? Find out in thispresentation as we discuss the 3E infrastructure,system maintenance, metric retention, and taskscheduling. TUTORIAL

What's New in AP, GL, and Collections

We will be demonstrating new feature enhancementfor 3E 2.8.2 for Accounts Payable, General Ledger andCollections.

Monitoring and Diagnostics, Our Next Step

With Monitoring and Diagnostics adoption ratesskyrocketing and Elite taking its power to the cloud, wewould like to share and gather your reactions to thevision for the evoluation of this product.

Security in 3E

Join us for a discussion of the current and future 3Esecurity features.

3E Financial Reporting

Discover the Microsoft® Excel®-based applicationthat offers highly formatted financial statementswhich accounting professionals can create, integrate,and maintain. You’ll see how Financial Reportingpromotes an accountant first approach by enablingaccountants and business users to create their ownFinancial Statements without the support of IT. Aproduct development roadmap will also bepresented.

Show and Tell: Self-Service Reporting Using 3EDashboard Design and 3E Notify

In this session, we will explore three of the "persona"dashboards offered in 3E, with specific emphasis on"self-service" reporting. You'll get a demo of theWorking Timekeeper dashboard, Billing Timekeeprdashboard and Management Committee dashboardand the associated setups and configurations thatcontrol what data each dashboard will display to theend user. We will also explore how to use key event-driven notifications to populate the Notify Inboxdashboard part, and/or send automated emailnotifications to key users.

Favorite 3E Customizations Tips & Tricks

Come listen to Elite Services Technical Leads talkabout some of their favorite 3E customizations. Wewill discuss the importance of making good designdecisions up front and talk through pitfalls of baddesigns, check out some cool looking customizationsand review how to code them.

3:15 pm – 4:45 pm

4:45 pm – 5:30 pm

8:45 am – 9:45 am

Show Me The Money: How 3E Deals with AccountsPayable, from Supply to Settlement

We show you how to set up Vendors/Payees, and howto post transactions in AP, with specific focus on: 1.Payees whose invoices will contain hard costs andtherefore need to be on hold until those hard costshave been billed to the firm's client and the client haspaid the bill. 2. Payees whose invoices have to gothrough an authorization process (unauthorisedsuspense) 3. AP Transaction Type masking 4. Postinginvoices (Vouchers) with Hard Costs or/and GLexpenses 5. Posting pre-paid invoices (Vouchers) fordirect payments to suppliers 6. Using models tocreate Recurring Vouchers 7. Reporting / Inquiries 8.Multi-currency (with brief reference to relaised FXgain/loss treatment) 9. Payment runs TUTORIAL

3E Basic Report Design

Clone and configure 3E Report Presentations to meetyour reporting needs. Use the IDE to create customReport Objects and Reports. TUTORIAL

The Importance and Impact of Setups on SystemBalancing

This session will explore all setups and any associatedmasking that will impact system balancing. This willcover areas such as Transaction Types, Banks, Taxes& Financial Controls alongside GL Unit and LocalChart setups. It will help the user understand theimportance of their setups and the impact they have. TUTORIAL

3E User Group


3E Masking and Its Power

Discover the power of 3E Masking. Learn about thecapabilites for posting differing GL entries to multiplesets of books (i.e., GL Types) for a single transaction.This concept supports GL postings for variousstatutory requirements as well as differing firmrequirements.

What's New with 3E Framework and the Elite ServiceBus

This session will provide an overview of the new 3Eplatform and Elite Service Bus features in recentreleases.

Doubtful Invoices and WIP Provisioning

This session provides insight on how to use WIPProvisioning and Doubtful Invoices to monitor andpredict your inventory realizations.

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3E Data Insights – Data Analytics Made Easy

Join us as we showcase 3E Data Insights, our newData Analytics product. See how the powerfulcombination of Data Insights, Microsoft Power BI andthe Data Warehouse Console offers more efficientways for decision-makers to absorb and act on data.Our approach to deliver standard supported analyticsand visualizations provide the fundamental elementsto streamline implementation and deliver neededreports and analytics faster. 3E Data Insights is a self-service data analytics solution that enables businessusers to produce their own analytics and impactfulvisualizations without the help of IT. The productdevelopment roadmap will also be presented.

3E UI Refresh Project

This session will provide a conceptual and archtectualoverview of the 3E Silverlight User Interfacereplacement. Join us as we discuss the way forward toa new decoupled User Interface.

What’s New in 3E Billing

Join us as we discuss what's new with 3E Billing in the2.8.2 release, including: Timekeeper Notes,Unallocated Receipts by Document Number,Proforma Edit by Detail, and many more.

How to Prepare Your Firm for a SuccessfulImplementation

The session will review how to prepare the data, staffand fim for a blueprint implmentation. The data isbetter converted if cleaned up, the staff is betterprepared if included and the firm is better is preparedif they are aware.

3E Metrics and Reports

This session covers configuration, scheduling andmetric retention setups, and best practices. Making themost of the highly versatile metric presentations toeasily mine your data and provide quick andmeaningful result sets.

Demystifying Payment Selection GenerationUnavailable Items and Application Bank Postings

This session will provide attendees with practicalexamples of Payment Selection GenerationUnavailable Items as well as investigate theapplication process for zero Checks etc.

Bring Your Data to Life with Microsoft’s Power BI

Take your data to the next level with Microsoft PowerBI, a robust tool used to transform, analyze andvisualize data. See how easy it is to leverage standardreporting content from 3E Data Insights to easilycreate stunning, impactful Power BI reports. Power BIdelivers more efficient ways for decision-makers toabsorb and act on data to communicate theirmessage effectively. Connect to other data sources,ask questions of your data, and see what else ispossible by leveraging native functionality withinMicrosoft Power BI. Come see why Microsoft Power BIis positioned in the Leaders quadrant in the GartnerMagic Quadrant for Business Intelligence andAnalytics Platforms.

All About 3E Trust

Join this session to get a better understanding of the3E Trust module, from start to finish. From receivingTrust funds; to applying those funds to billing invoices;to calculating interest on your interest bearing trustaccounts. This session will also cover some pointersthat can help you take full advantage of the 3E Trustfeatures.

3:00 pm – 4:00 pm

Let's Make a Deal: Rate Exceptions, ProformaAdjustments, and Volume Discounts

This session will introduce attendees to 3E VolumeDiscounts - how to set them up for various scenarios,how to use them, and what effect they have onpostings within your 3E system. We also discuss howto report on the results, ways of providing law firmclients with a discount, from Rate Exceptions and RateException Groups, and simple percentage-basedproforma adjustments that can be pre-set at Client orMatter level.

Charge it 3E Style

Most common charges are Billed on Account andOther Service Charges. In this session, we'll look someexamples such as how users commonly mask Billedon Account entries.

Anticipating your Successful 3E Implementation:Resources, Work Load, Focus Area, and Partnership

Hear from senior services staff on taking ownershipand partnering during your 3E implementation.

Feb 07, 2018 versionSESSION SCHEDULE GRID


1:00 pm |

3:00 pm

eBillingHub

Getting the Most Out of eBillingHub TUTORIAL

Enterprise

Enterprise Flat Fee Billing Best Practices TUTORIAL

Enterprise

Document Studio Maintenance andAdvanced Template Design TUTORIAL

Enterprise to 3E

Feature Comparative: Advanced BillingArrangements TUTORIAL

Enterprise to 3E

Feature Comparative: Multicurrency TUTORIAL

3E

GL Allocations TUTORIAL

3E

Meet the IDE TUTORIAL

3E

Taxes Need Not Be Taxing TUTORIAL

3:15 pm |

5:15 pm

eBillingHub

As The Bill Turns: An eBillingHub DeepDive TUTORIAL

Enterprise

Paperless Proforma: Best Practices forConfiguring and... TUTORIAL

Enterprise

Enterprise Interim Billing Best Practices TUTORIAL

Enterprise to 3E

Feature Comparative: Billing Rates TUTORIAL

Enterprise to 3E

Making the Transition to 3E:Understanding the Legacy Data...

TUTORIAL

3E

Revaluations TUTORIAL

3E

Tell Me About It: How to Use 3E Notify toTell the Right... TUTORIAL

3E

Security/User Access in 3E TUTORIAL

TUESDAY, JUNE 19, 20188:15 am

| 9:00 am

Elite Breakfast

9:00 am |

10:00 am

Keynote

VANTAGE Keynote

10:30 am |

11:30 am

eBillingHub

eBillingHub's Road Ahead

Enterprise


Enterprise

Using Image Connect with Enterprise &WebView

Enterprise to 3E

Feature Comparative: DataImports/Exports

Enterprise to 3E

Learn From Your Peers: Going Live on3E Next Month – Mission...

3E

3E Roadmap

12:15 pm |

1:00 pmElite Lunch

1:00 pm |

2:00 pm

General Interests

From On Premises to The Cloud andBeyond

3E Design Gallery

3E Design Gallery: New StandardSolutions Overview Now for...

Enterprise

Enterprise Billing Manager & APGL 3.9and 3.10 Post Release...

Enterprise to 3E

Feature Comparative: Proformas andBills Part I

3E

3E Financials 2.8.3 and Beyond

3E

Best Practices for 3E Conflicts

3E

The Power of the 3E Time Type

2:15 pm |

3:15 pm

3E MatterSphere / 3E Workspace

The Future Has Arrived for the LawyerUser Experience

Enterprise

WebView Basic Time Entry Tips & Tricks(Part I)

Enterprise to 3E

Feature Comparative: Proformas andBills Part II

Enterprise to 3E

Technical Comparative: Tables vs.Archetypes and Framework

3E

Closing your Month in 3E

3E

3E Technology and Architecture, BuildingFor the Future

3E

Testing Your Masking

3:45 pm |

4:45 pm

General Interests / 3E


Enterprise

Enterprise Multipayor Best Practices

Enterprise to 3E

Feature Comparative: PaperlessProforma

Enterprise to 3E

Peer Perspective: Our Enterprise to 3EConversion Experience

3E

Balancing Tips and Tricks

3E

Carpe Tempus ("Seize the Time"): MyFavourite Time, Disbursement,...

5:00 pm |

6:00 pm

General Interests

Data Privacy: Product Options Availablefor Addressing Your Firm's...

3E Workspace

3E Workspace Mobile: What's New andProduct Roadmap

Enterprise to 3E

Feature Comparative: General Ledgerand Reporting

Enterprise to 3E

Technical Comparative: Product SystemRequirements

Enterprise to 3E / 3E


3E

I Predict a Riot: Anticipated Costs andWhy Most Firms Should...

3E

Other Uses for 3E Roles

6:00 pm |

8:00 pmVANTAGE Expo Reception

WEDNESDAY, JUNE 20, 20188:00 am

| 8:45 am

Elite Breakfast

9:00 am |

10:30 am

General Interests

The Lawyer Experience: 3E WorkspaceBrings It All Together TUTORIAL

eBillingHub

eBillingHub User Group TUTORIAL

Enterprise

Enterprise Billing & APGL 3.11 and PostGA Enhancements TUTORIAL

Enterprise to 3E

Making the Transition to 3E: TheConversion Process... TUTORIAL

Enterprise to 3E

Feature Comparative: Masking TUTORIAL

3E

InterCompany billing TUTORIAL

3E

3E Basic IDE TUTORIAL

3E

3E Administration, Performance, andTroubleshooting TUTORIAL

11:00 am |

12:00 pm

General Interests

Adapt or Die: Disruption, Innovation andthe Future of Law Firms

General Interests

NEW! 3E Matter Pricing

3E MatterSphere

Our 3E MatterSphere Journey

3E Business Development

3E Business Development Premier:What's New and Product Roadmap

Enterprise


Enterprise to 3E

Making the Transition to 3E: Know YourEnterprise Customizations...

Enterprise to 3E

Feature Comparative: Accounts Payableand Reporting

3E

What's New in AP, GL, and Collections

3E

Monitoring and Diagnostics, Our NextStep

3E

Security in 3E

12:00 pm |

12:45 pmLunch

12:45 pm |

1:30 pm

External Keynote

External Keynote

1:45 pm |

2:45 pm

General Interests

Hosting 3E in the Cloud vs Elite's 3ECloud What's the...

General Interests

Explore our Project Quality Model

3E Workspace

3E Workspace Integration FrameworkData Sync: How to Implement...


Breaking Down the Data Silos: Why Time& Billing Data Is Important...

Enterprise

Enterprise Writeups and WritedownsBest Practices

Enterprise to 3E

Transitioning to 3E: Building a BusinessCase

Enterprise to 3E

Feature Comparative: Setups

3E

3E Financial Reporting

3E

Show and Tell: SelfService ReportingUsing 3E Dashboard Design...

3E

Favorite 3E Customizations Tips & Tricks

3:15 pm |

4:45 pm

General Interests

Cloud Technology and How Elite IsLeveraging It TUTORIAL

General Interests

3E Matter Pricing TUTORIAL

3E Design Gallery

3E Design Gallery Solution Developmentin V3 TUTORIAL

Enterprise

Enterprise Billing & APGL 3.11 and PostGA Enhancements TUTORIAL

Enterprise to 3E

Implementation Readiness ServicesOverview TUTORIAL

Enterprise to 3E

Feature Comparative: Reporting TUTORIAL

3E

Show Me The Money: How 3E Deals withAccounts Payable, from... TUTORIAL

3E

3E Basic Report Design TUTORIAL

3E

The Importance and Impact of Setups onSystem Balancing TUTORIAL

4:45 pm |

5:30 pm

3E

3E User Group

THURSDAY, JUNE 21, 20187:45 am

| 8:30 am

Breakfast

8:45 am |

9:45 am

General Interests

Education Services Client EducationOverview

Insights & Outlooks

How Firms Leverage Microsoft's FrontOffice Product Offerings

eBillingHub

Teaming Up for Your Benefit: How EliteCan Improve the Billing...

3E MatterSphere

3E MatterSphere

Enterprise


Enterprise to 3E

Feature Comparative: Taxes

Enterprise to 3E

Transitioning to 3E: Why 3E?

3E

3E Masking and Its Power

3E

What's New with 3E Framework and theElite Service Bus

3E

Doubtful Invoices and WIP Provisioning

10:15 am |

11:15 am

General Interests

How 3E Image Connect Can Help YourFirm Store and Retrieve...


3E Data Insights – Data Analytics MadeEasy

Insights & Outlooks

Elite and Data Privacy

3E MatterSphere

Working Smart with the LawyerExperience Solution


Driving ROI and Lawyer Engagement inBusiness Development

Enterprise


Enterprise to 3E

Feature Comparative: Framework

Enterprise to 3E

Enterprise to 3E Roundtable: Ask theExperts

3E

3E UI Refresh Project

3E

What’s New in 3E Billing

11:30 am |

12:30 pm

General Interests

It’s Your Knowledge Base 24/7

Insights & Outlooks

Seeking Improvements with ArtificialIntelligence

3E Workspace

Mobile Technology Deep Dive andSecurity

Enterprise

WebView Advanced Time Entry Tips &Tricks (Part II)

Enterprise to 3E

Feature Comparative: UDFs

Enterprise to 3E

Transitioning to 3E: UnderstandingCustomizations Impact and Cost

3E

How to Prepare Your Firm for aSuccessful Implementation

3E

3E Metrics and Reports

3E

Demystifying Payment SelectionGeneration Unavailable Items and...

12:30 pm |

1:15 pmLunch

1:30 pm |

2:30 pm


Bring Your Data to Life with Microsoft’sPower BI

3E Design Gallery

3E Design Gallery Overview & Roadmap


3E Business Development Premier WhyCloud?

Enterprise to 3E

Feature Comparative: eBillingHub

Enterprise to 3E

Feature Comparative: Conflicts

3E

All About 3E Trust

3E

Let's Make a Deal: Rate Exceptions,Proforma Adjustments, and...

3:00 pm |

4:00 pm

3E Workspace

How to Extend 3E Workspace Mobile

Enterprise

Enterprise Billing Rates Best Practices

Enterprise to 3E

3E Does It Better: AP & GL

Enterprise to 3E

Data Migration Demystified

3E

Charge it 3E Style

3E

Anticipating your Successful 3EImplementation: Resources, Work...

6:30 pm |

10:30 pmVANTAGE Gala Dinner at the Rockefeller Center

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