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Implementation Planning Guide for Time Matters 
To Request a Copy, Visit Premier's M/TM Managing with Time Matters Forum.  Register and Once Approved You Can Download This and Other Time Saving Documents  M/TM: Managing with Time Matters

Description:

This Implementation Guide is a planning document designed to assist management with the organized transition to  Time Matters in your office. 

Included are descriptive overviews of the major feature areas of  Time Matters,  a form to document your existing system,  a checklist form to define which features will be implemented and in what priority.  Sample Matter and Contact screen displays suitable for marking up  are provided to assist in defining form styles.  Sample training agendas are  provided for user instruction. 

Implementation Overview – Five Critical Milestones for Successful Implementation

Firm Profile – Checklist to Document Your System - Where You Are

Milestone One – Defining The System – Where You're Going

Time Matters Feature Checklist and Plan for Intended Use– Checklist to Document How You Intend to Implement Various Aspects of Time Matters 

Overview of Automating Workflow and Procedures

Overview of Working with Documents

Worksheet regarding Conversion of Existing Information to Time Matters

Milestone Two – Entering Base Information and System Customization

Milestone Three – Testing the Customized System

Milestone Four – Final Conversion, User Training, Cutover

Milestone Five – Reviewing System Performance

Exhibits:

Datasheets for Users

Datasheets for Groups

Datasheets for Classification Codes

Worksheet for Designing Case Form Styles

Worksheet for Designing Contact Form Styles

Recommended Training Agenda

Introduction

Intermediate

To Request a Copy, Visit Premier's M/TM Managing with Time Matters Forum.  Register and Once Approved You Can Download This and Other Time Saving Documents  M/TM: Managing with Time Matters

 

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