Search found 10 matches

by suki.sahansara
Thu Mar 05, 2020 10:34 am
Forum: Best Practices For Implementation & Improving Adoption
Topic: How long did it take for you to roll out to a pilot group?
Replies: 1
Views: 3037

Re: How long did it take for you to roll out to a pilot group?

Hi Christi, Pending any of our live client / advisory board members responding, I PM'd an implementation where the client took approx. 6 months to ensure all their requirements, as agreed from the Solution Design activity had been delivered, and UAT'd by the project team before progressing to a live...
by suki.sahansara
Fri Feb 21, 2020 12:12 pm
Forum: Forum Announcements
Topic: Don't forget to complete the Notifications survey!
Replies: 0
Views: 3644

Don't forget to complete the Notifications survey!

Many thanks to those of you who have responded already, but a quick reminder to everyone else! We are looking for feedback on alternate means of providing feedback as proforma's progress through the workflow: • SMS • Immediate notifications when proformas are moved • Summary notifications as per cur...
by suki.sahansara
Wed Feb 12, 2020 7:12 pm
Forum: Forum Announcements
Topic: Thanks for attending our User Group meeting!
Replies: 0
Views: 3002

Thanks for attending our User Group meeting!

It was a little rushed towards the end, but I hope you found it useful. Meeting surveys completed to date suggest it was a good (first) meeting and many thanks to those of you who have volunteered to present at future meetings. Please do provide your feedback to ensure future meetings are valuable -...
by suki.sahansara
Thu Feb 06, 2020 6:53 pm
Forum: Forum Announcements
Topic: Don't forget to register for our first virtual meeting on 12 Feb 2020!
Replies: 0
Views: 3022

Don't forget to register for our first virtual meeting on 12 Feb 2020!

We have 3 of our advisory board members presenting a short session, which I am sure will be of interest to everyone.

If anyone has still to receive the meeting invite, please do contact me direct.

Thanks,
Suki

Senior Director, Customer Success at Wilson Allen
by suki.sahansara
Tue Jan 28, 2020 10:33 am
Forum: Success Stories
Topic: Bevan Brittan successfully launches Proforma Tracker
Replies: 0
Views: 2524

Bevan Brittan successfully launches Proforma Tracker

Bevan Brittan LLP joins our growing list of clients that have gone live with Wilson Proforma Tracker. The software integrates with the firm's Elite 3E practice management system, enabling it to save time and increase accuracy throughout the billing cycle to minimize delays in bill production and inv...
by suki.sahansara
Tue Jan 28, 2020 10:25 am
Forum: WA Proforma Tracker Brainstorm
Topic: User Request for Notifications
Replies: 3
Views: 219155

Re: User Request for Notifications

The email notifications in PT are designed to be summary notifications rather than instant ones to prevent an overload of emails for the attorney or secretary. As already mentioned, a soft notification or indicator is already provided on screen.
by suki.sahansara
Tue Oct 15, 2019 12:50 pm
Forum: Tutorials & Tips
Topic: Firm-wide communications
Replies: 0
Views: 3744

Firm-wide communications

Be proactive and market this as an efficiency enhancement rather than a new process. This may be a brand new process for some firms but wording seems to play a major part in the initial acceptance of users. No one likes a process change however everyone loves an efficiency improvement!
by suki.sahansara
Tue Oct 15, 2019 12:46 pm
Forum: Tutorials & Tips
Topic: Training plans and preparation
Replies: 0
Views: 2907

Training plans and preparation

Training will depend on your current process. If you are currently paper moving to paperless plan on a more in-depth training while current paperless process may require over view only. Our firm help brown bags as we were already paperless and Tracker was not much of a step away from current process...
by suki.sahansara
Tue Oct 15, 2019 12:45 pm
Forum: Tutorials & Tips
Topic: Client-side project team members
Replies: 0
Views: 2746

Client-side project team members

Have a designated power user(s) in Billing Department. This allows for quick resolution to user questions/issues. This person should also play a major role in the implementation and training. Create a beta test group for full process testing covering all roles prior to rollout. This not only ensures...