Peer to Peer Magazine

85 WWW.ILTANET.ORG Managing Maers Effectively ASK THE EXPERT VANESSA LOZZI Vanessa Lozzi is an Assistant Vice President and the Senior Legal Technology and Litigation Support Administrator with Flagstar Bank, headquartered in Troy, MI. She is a member of the State Bar of Michigan, Paralegal Section, the International Legal Technology Association's Relationship Coordinating Team and ACC Legal Operations. Vanessa has been a part-time college professor, teaching at Baker College for the paralegal program. She also volunteered her time by serving on the Baker College Paralegal Advisory Board, where she assisted the school with receiving ABA accreditation for their program. Contact Vanessa at vanessa.lozzi@flagstar.com. The KM team did an extensive needs analysis, and we made recommendations based on lots of lawyer and staff feedback. CINDY THURSTON BARE Cindy Thurston Bare is the Director of Knowledge Management at Orrick, a firm known for its culture of innovation and collaboration. Cindy's mission is to enhance client service through technology and process innovation. She has over 15 years of experience leading people and projects in large global law firms. Cindy's current projects include experience collection, developing a next-generation intranet and introducing cloud technologies for collaboration, case management and business development. Contact her at cbare@orrick.com. with staff from other offices we might not normally see or speak with who are interested in what we do. This transparency allows people to see our activity. The direct connection of that system with SharePoint allows us to collaborate effectively. Cindy (MF): It depends on the system, but in Box we find that our teams can create documents, edit them and share them with clients and interested parties in one easy-to-use system. We needed lile additional integration there, but when we have systems to integrate, we are lucky to have a talented web development team. For example, they easily integrated key dates from our docketing system into SharePoint calendars. Mike (SF): It's critical that we have a working relationship between all our applications and all documents associated with a particular case, whether they're linked as primary key documents or need to be added to the maer manager in LawBase. They all need successful integration and successful connections to operate optimally. P2P sets us apart from a lot of other firms. The concept has been developed in other industries for some time, and what we have is an interactive dashboard built on Sisense analytics that can pull in a lot of our e-discovery resources on SalesForce. This allows us to pivot and filter dynamically throughout cases. How does the connection— or, conversely, the disconnection — between systems affect efficient matter management? Vanessa (LD): One disconnection we're working on is an integration with email to enhance our effectiveness by having all email, calendaring and tasks related to a maer in a centralized location. The connections that drive efficiencies are our integrations with PeopleSo, our system for processing invoices, and our document management system. This helps us operate in one platform, creating a one-stop shop. Chris (LF): Our SharePoint integration is built within our intranet, and we're allowing our peer-to-peer portal to be shown so we can draw people in and engage

• Cover