Implementation of New Practice/Case Management System – Proclaim (eclipse)


The firm decided to move it’s operating system from it’s existing case management system (which I had helped to implement  in 2006-8) to a different case management system. I worked closely with the IT manager, providing the link between the users and the developer during this project. The platform (Proclaim) was the market leader. (2013/14)


Project Summary

  •  Assisting the IT manager with the design of the project structure and tools for managing the project
  • Liaising with users (8 departments + management) and the IT developers (in house and at eclipse) both with regard to operational departments and with company-wide elements, such as quality, Anti-Money Laundering etc
  • Review of the structure/architecture of the Case Management System, including screens, hierarchy of data and reporting structure. Designing, defining and testing improvements.
  • Mapping data in prep for the data import
  • Testing of the system – for correct data import, merge fields operating correctly
  • Mapping process
  • Analysing, refining and improving processes
  • Review of screens and redesigning where appropriate
  • Testing linked actions, correcting and retesting
  • Drafting and amending precedents, including defining (not writing) code to improve efficiency with text options and merge fields – with detailed instructions to eclipse
  • Design of a CRM (Client Relationship Management) system
  • Training of staff – initially the testers, then staff on rollout
  • Encouraging, cajoling and making things happen.
"We at Spires Legal wholeheartedly recommend Ingemar and his team at Hunnings Consultancy Ltd. Ingemar has supported us throughout our journey from new start up to established firm. It is refreshing to have a consultant that takes the time to understand your business and its priorities, stands by your side as it develops and is flexible in approach as your needs change.
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