SHEA STOKES & CARTER

San Diego, Los Angeles and Atlanta offices

Hired by Executive Director and IT Director

Contracted with this client on two different network upgrades over the last ten years.

Project Services:

• Network Upgrade:   Assisted IT Director with various network application ssues  before, during and  after network  upgrade

• Document Management:  Consulted with the IT Director regarding the installation of a document management system, Worldox (DMS).  Designed DMS profile cards, fields and security parameters prior to installation, presented one-hour DMS presentations to firm personnel prior to network installation for both introduction of new product and end-user input for final configurations.

• Windows Desktop Design:   Assisted with the windows desktop design and network installation as it relates to Worldox, Word, WordPerfect, CCC Macros and Outlook integration

• Core Applications:   Assisted with the design, installation and implementation of core legal applications, such as Word, WordPerfect, CCC Custom Macros, Outlook...

• Staff:  Interviewed, hired and trained new firm Trainer.

• Training & Floor Support Services:  Performed customized training on all core legal applications for end-users, specifically the attorneys, paralegals and executive staff, assisted new trainer with floor support

• Assisted Accounting Department with conversion tasks

• Citrix remote training and other miscellaneous IT services offered to the professional and staff personnel

NOSSAMAN GUTHNER KNOX & ELLIOTT LLP

Los Angeles, San Francisco and Orange County offices

Hired by Executive Director and IT Manager 

Project Services:

• Interface Interaction run-away project:  Reviewed existing system, made recommendations, and assisted with the redesign of the Interface Interaction database and trained appropriate personnel (click on INTERFACE INTERACTION for more information)

• Staff Evaluations:  Interviewed training personnel, offered observations and made recommended changes

• Train-the-trainer Project:  Trained the new trainer

• End-User Training.  Designed and performed Word and WordPerfect training sessions and worked with new trainer on Word/WordPerfect conversion issues

• Intranet:  Worked with IT and Marketing managers to assist with the design of their new Intranet web site.

• Extranet:  Worked with IT Manager and reported to the Managing Partner regarding existing extranet web site issues, interviewed Extranet vendor, performed extranet research for IT manager and offered observations and recommendations

•  ...along with other miscellaneous IT tasks

FRANDZEL ROBINS BLOOM & CSATO, L.C.

Los Angeles office

Hired by the Executive Director

Contracted for several network upgrades over the years, however, this firm did not have an IT department.  I worked closely with the Executive Director and their selected network integration vendor.  Similar to Shea Stokes & Carter

Project Services: 

• Consulted with network integration vendor regarding unique Word, WordPerfect, CCC Legal Marco installation and conversion issues

•  Designed, managed and performed all training sessions

• Worked with macro programmer and MicroSystems regarding styles and conversion

• Provided floor support and one-on-one training/support sessions

• Created firm wide Intranet and used it for training schedule, training documentation, etc. before and during network installation

• ...and other miscellaneous support services

Other Projects:

Meruelo & Maddox

Los Angeles, CA

•   Worldox, Word, Excel training

Nevers, Palazzo, Maddux & Packard, PLC

Westlake Village, CA.

•   Worldox, Word, WordPerfect and CCC Legal Macro consulting and training

Ganz & Gorsline, a Law Partnership

Los Angeles, CA.

•   Word, WordPerfect, Excel, PowerPoint and macro training/suppor