Integrating Data from Disparate...
Transcript of Integrating Data from Disparate...
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Marketing Technology
Peer Group
Integrating Data fromDisparate Systems
Jonathan Dack Foley Hoag
Janet Day Berwin Leighton Paisner
Todd Friedlich Ropes & Gray
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Marketing Technology
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Agenda
• Addressing the need for additional information for business development efforts
• Data needed to supplement information• Presenting integrated data
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Marketing Technology
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Introduction
• Jon Dack, CRM Manager– Been with Foley Hoag LLP for 10 months– Applications Management for the last 10 years– Application Developer (.NET, Objective-C..)– Database Architect (MS SQL, Oracle, IBM DB2)
• Foley Hoag LLP– InterAction 5.6 SP2– Web Client Only– Attorneys and Directors Only– Mandatory Activities Per Calendar Month
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Marketing Technology
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Foley Hoag LLP Boston MA
• InterAction Integrated Data Sources• Elite (Accounting System)• D&B (Dun & Bradstreet)• TIKIT (Electronic Marketing)• Intranet (Personnel Directory)• Marketing Certificate (Custom Built Activity Tracker)
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Marketing Technology
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Elite (Accounting System)
• Why use this data source?• Organize contacts • Track activities at the client level
• Is the process automated?• Yes, using Application Collaboration processes
• Who manages the process?• CRM Manager
• How did this contribute to business development efforts?• Understand how we interact with existing clients in order to
retain their business and grow the relationship.
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Marketing Technology
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D&B (Dun & Bradstreet)
• Why use this data source?• Import HQ information for contacts• Add SIC/NAICS codes to contacts
• Is the process automated?• Yes, using Application Collaboration processes
• Who manages the process?• CRM Manager
• How did this contribute to business development efforts?
• By organizing contacts into their relevant industries, it makes it easier to identify relationships when we wish to target a specific industry.
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Marketing Technology
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TIKIT (Electronic Marketing)
• Why use this data source?• Import results from Marketing mailings• Allow clients/prospects to manage their list membership• Manage rejected mailings via Data Change Management
• Is the process automated?• Yes, using TIKIT functionality
• Who manages the process?• CRM Manager
• How did this contribute to business development efforts?
• By incorporating the marketing results into a contact record weadd an import “interaction” between our firm and the contact.
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Marketing Technology
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Intranet(Personnel Directory)
• Why use this data source?• Import personnel information• Manage alumni data
• Is the process automated?• Yes, using Application Collaboration processes
• Who manages the process?• CRM Manager
• How did this contribute to business development efforts?
• By managing our personnel in InterAction we are able to keep accurate records on Alumni which are often considered to be a “strong” relationship for future business opportunities
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Marketing Technology
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Marketing Certificate (Custom App)
• Why use this data source?• Import activity data into InterAction
• Is the process Automated?• Yes, using custom SQL scripts
• Who manages the process?• CRM Manager
• How did this contribute to business development efforts?
• This data source contains vital information on how we interact with our clients/prospects, and provides insight into our existing business development efforts.
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Marketing Technology
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How It’s Presented
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Marketing Technology
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Berwin Leighton Paisner
• UK based law firm• Offices in Abu Dhabi, Brussels, Moscow, Paris and Singapore
• 1200 staff • 750 lawyers
• Mature users of IA and application collaboration
• IA the second most highly used piece of software after Exchange
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Marketing Technology
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InterAction History
• InterAction first installed in 1998• Release 5.6 • Used throughout the firm – no exceptions• Collaboration in place since 2003• Other products used in conjunction with IA
– ContactNet, Reaction Server
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Marketing Technology
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Client information
Here is a basic information page for a client. Data has come from a variety of sources.
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Marketing Technology
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Accounting data display
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Marketing Technology
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Billing Data
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Marketing Technology
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Matter Data
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Marketing Technology
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Contact Details
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Marketing Technology
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Customized Search
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Marketing Technology
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Ropes & Gray
• Todd Friedlich, KM Technology Architect• Joined Ropes & Gray December 2008• Application Developer with nearly 10 years in Legal
• Ropes & Gray, LLP• More than 1000 Lawyers and Professionals• Offices in Boston, Chicago, Hong Kong, New York, San
Francisco, Silicon Valley, Tokyo, and Washington, DC and a conference center in London
• Microsoft Office SharePoint Server 2007• InterAction 5.5• Microsoft Office 2003
Introduction
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Discussion Points
• Problem– How are our attorneys managing their contact lists?
• Sources– Active Directory? SharePoint? InterAction?
• Presentation– SharePoint, InterAction Web Services, XSL
• Sharing– Excel, Word, vCard
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How are our attorneys managing their contact lists?
• Word Documents• Excel• SharePoint Contact List• Active Directory Groups• InterAction Lists
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Where does contact data belong?
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Marketing Technology
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InterAction Working Lists
Manage from InterAction and Outlook
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Marketing Technology
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InterAction Web Services
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Marketing Technology
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InterAction XML
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SharePoint XML WebPart
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Web Services + XSL
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Summary
• Store the data where it belongs
• Bring the data to the user
• XML is everywhere
• Easy to customize, Easy to extend
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Marketing Technology
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Thank you!
• Jonathan Dack, [email protected]
• Janet Day, [email protected]
• Todd Friedlich, [email protected]