eSentio Technologies

UPCOMING PRESENTATIONS & ARTICLES

eSentio presented to local Atlanta ILTA Group Investing in Technology When the Economy is Tough
November 19, 2009

RECENT PRESENTATIONS & ARTICLES

eSentio Hits ILTA 2009!
Gaylord National Resort, Washington, DC
August 23 - August 27, 2009

Again this year, eSentio consultants were asked to participate in the annual ILTA conference as subject matter experts and presenters on a variety of topics. Below is a listing of the sessions that eSentio experts lead.

Strategies for Managing the Client File
Monday, August 24, 2009, 10:30am, Nat'l Harbor 10&11
As firms look to deliver solutions for a reasonable cost and develop lawyers as counselors (not just content-providers), advocates (not just process-doers) and professional partners, they bear an increasing obligation to manage a larger volume of information related to the client file. As part of this process, it is critical to understand sources of information, as well as provide the ability to categorize that information in a way that is easily distinguishable for reference and production on request. What technologies exist that can facilitate this process, and what strategies can be employed to ensure that the client file is “complete?"
Rob Kerr - eSentio Technologies; Thomas B. Gaines - King & Spalding LLP; Hope Comisky - Pepper Hamilton LLP

Retention: It's More Than Just a Records Management Issue
Tuesday, August 25, 2009 1:30pm, Woodrow Wilson C
Retention policies should be comprehensive and actionable. Records, IT and administrative departments such as finance/accounting and HR should all work toward developing and supporting a single retention policy for the firm. We cover what should be included in the policy, how to make it happen, getting firm management buy-in, who should be involved in developing and maintaining the policy, IT issues to consider such as e-mail management and system backup, records policy and retention issues that should be considered, how to implement the retention policy as well as the supporting processes to implement for success.
Bob Dolinsky - eSentio Technologies; Shawn Knight - Vinson & Elkins, L.L.P.; Mary Ann Fry - King & Spalding LLP

Portal Technology: Alternatives to SharePoint
Thursday, August 27, 2009, 9:00am, Maryland D
In today's legal market, SharePoint seems to be the leading contender for portal technology. However, some organizations and law firms have decided to pursue alternative portal solutions. We explore other portal technologies in the market, the rationale for selecting a non-SharePoint environment and how they are currently being used.
Matt Todd - eSentio Technologies ; David Sheetz - Townsend and Townsend and Crew, L.L.P.

eSentio leads panel presentation at LIT-Con
October 15-16, 2009, Orlando, FL

ILTA and ARMA International came together this year to produce the Legal Information Technology Conference (LIT-Con). Bob Dolinsky, eSentio Director, was asked to lead a panel presentation on Automating New Matter Intake whichwas held on Thursday, October 15, 2009 from 1:00pm - 2:45pm.

About LIT-Con
LIT-Con attracts Litigation Support Professionals, Legal Records Managers and Risk/Conflicts Managers at law firms and corporate legal departments. This conference takes place October 15-16, 2009 at the Orlando Marriott World Resort and co-locates at the ARMA International annual conference.

eSentio Participates in the ARK Group's Knowledge Management for the Legal Profession Conference.
October 21-22, 2008, AMA Executive Conference Center, New York, NY

eSentio Technologies Consultant, Matt Todd, was invited to facilitate the KM Workshop on October 21st which focused on the idea that for KM to continue to grow in law firms, we need to move beyond “traditional” projects and technology initiatives. In addition, Matt brought his KM expertise to a panel discussion at 3:30pm on October 22nd titled "Acting on Opportunity: Can We Escape the KM Ghetto?" which focused on how KM professionals can take the lead in projects that are not “traditional” KM, identify business initiatives in which KM plays a lead or integral role, navigate their firms’ political landscape and help enable new economic models beyond simply providing greater efficiency.

Terry Coan leads ILTA Webinar on on Managing Email - a Records Management Perspective
August 10, 2009, 12:00pm – 1:00pm Easter DST

This session addressed the challenges of managing email as records within the context of the matter lifecycle. Terry discussed the role of email archiving as part of an overall solution, and the options available to manage email.

Click here for the webinar slides

Terry Coan contributes to ILTA's Whitpapers on Records Management
July 28, 2009

A Purist RM Perspective: E-Mail Needs Maintaining, Not Archiving
Use a Lifecycle Management Approach to Keep Only What Is Needed
This article is a “purist” records management perspective for managing email, and considers the possibility of managing email without an email archive tool, based on the need for user and/or auto-classification tools.

Click here to download the whitepaper
This article was first published in ILTA’s July 2009 white paper titled “E-Mail Life Cycle Management: Keeping Watch Over the Rising Tide” and is reprinted here with permission. For more information about ILTA, visit their website at www.iltanet.org.

Bob Dolinsky contributes to ILTA's Whitpapers on Records Management
July 28, 2009

Send, Delete, File . . . But Where? Make E-Mail Management Acceptable by Making It Easy to Use and Effective
This article focuses on several issues impacting the management of email in the lifecycle of a matter including several key issues: client service, firm management, and risk avoidance.

eSentio presents at the GearUp Roadshow in Chicago, IL.
May 20, 2009

eSentio consultant, Matt Todd, presented on the challenges in Information Management at the GearUp conference in Chicago, IL. He spoke on the number of challenges raised by changes in the way that we, as a society, interact with, and via, technology. He also oferred the audience suggestions on some of the characteristics of technologies that can help meet those challenges

Click here for the presentation slides

eSentio chairs the ARK Group's conference on Business Continuity Planning.
February 26, 2009

eSentio expert, Rob Kerr, was invited to chair this one-day conference which focused on strategic business continuity and disaster recovery topics such as Is Your Firm Prepared for the Next Disaster?, How Experience Impacts Strategy and Planning and Assessing Your Firm’s Current Business Continuity Capabilities.

In addition to acting as conference chair, eSentio joined clients in discussions on the following two crucial topic areas.

How Achievable is High Availability?
Organizations pursuing aggressive Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO) are finding technical, operational and budgetary hurdles difficult to overcome. Rapid RTO/RPO objectives significantly increase cost and complexity of a transition that is anticipated to be relatively seamless. Identifying true capabilities and expectations can be critical to a successful BCP program. Additionally, this type of transition usually spans a long timeframe and requires a careful examination of the BCP strategy at each critical milestone. This case study will present the steps taken by one firm in its quest to achieve true availability through a BCP strategy.
Presented by: Gene Viscelli, CIO King & Spalding LLP and eSentio Technologies

Business Continuity Planning as a Client Service Issue
Traditionally, Business Continuity Planning has been viewed singularly as a risk mitigation issue – with interest waxing and waning in the face of the most recent crisis. Recent focus on BCP as a client service challenge has brought new awareness to issues associated with proper management and availability of client information. This panel discussion will focus on challenges facing organizations in ensuring that BCP is a recognized and critical component of a firm’s business and client service strategy.

Click here for more details on the ARK Group Conference

Bob Dolinsky and Robert Kerr lead ILTA Webinar on Investing in and Managing Technology in a Challenging Economy
January 12, 2009

This presentation will look at how to continue providing excellent technology and service during a challenging economy and even take advantage of the situation. There are a number of areas, some strategic and some tactical, on which to focus, including:

Reprioritizing initiatives
Consolidating technology
Consolidating processes
Implementing process improvement (technology and practice support)
Improving data storage utilization and planning
Use of contract or temporary staff
Renegotiating vendor contracts
Stretching the life of hardware
Pushing litigation support processes to vendors
Use of competitive bidding

Click here for the webinar slides

Yvonne Dornic's editorial,Eye on the Prize, which gives law firm leadership practical advice for dealing in tough economic times is featured in the January 2009 edition of Law Technology News

Click here to read the full article

Atlas Lee, Senior Consultant, presents to a group of BCP Planners
Wednesday, September 18, 2008, New York, NY
Atlas Lee wll share his experience and knowledge on conducting a Business Impact Analysis (BIA) in a law firm environment with BCP planners from many of the major law firms in New York City.

eSentio offers a case study on Knowledge Management at the ARK Group's Knowledge Management in the Modern Law Firm Conference.
October 27-28, 2008, University of Chicago - Gleacher Center, Chicago, IL

Click here for more details on the conference

Bob Dolinsky and Robert Kerr contribute to ILTA's Whitpapers on Records Management

Litigation Holds: Key Issues and Best Practices
New regulations regarding the impermanent nature of digital information are driving many firms to rethink their policies for managing that data. By examining the five phases of a litigation hold process, the authors explain what your firm should consider when developing its records policies.

Click here to download the whitepaper
This article was first published in ILTA's August, 2008 white paper titled “Records Management — Protecting Your Clients, Protecting Your Firm” and is reprinted here with permission. For more information about ILTA, visit their
website at www.iltanet.org.

eSentio demonstrated its new SharePoint QuickStart offering at ILTA 2008
Monday, August 25, 2008 - Tuesday, August 26, 2008

eSentio gave ILTA 2008 attendees a look at our new SharePoint QuickStart offering!

Click here to learn more about eSentio's SharePoint QuickStart.

eSentio presented at ILTA 2008
August 25, 2008, 1:00pm - 2:00pm
Leveraging Interwoven WorkSite for Matter Life Cycle Management: KM, RM and IT Perspectives

WorkSite is a powerful tool for firms looking to establish matter life cycle management best practices. Deciding how WorkSite should be designed, understanding how internal processes will be affected and policies supported requires input from several key stakeholders. ILTA assembled a panel of knowledge management, records management and IT professionals who discussed their roles, their objectives and why they consider it important that all three parties be involved at the outset in the design and design-making process.

Click here to download the presentation slides.

eSentio presented at ILTA 2008
August 25, 2008, 4:00pm - 5:00pm
Business Continuity Technologies that Work for Law Firms of All Sizes and Shapes

Regardless of what size or type of law firm you are, you need to have some sort of business continuity program. Yet many don't because they don't know where to start and the list of options goes on forever. To help answer your questions, ILTA assembled a panel of consultants, technicians and IT managers to discuss their experiences related to these topics and more. Attednees left the session with a place to start their BC program as soon as they get back to their office.

Click here to download the presentation slides.

eSentio presented at a regional ILTA event in Milwaukee, WI
July 15, 2008, 8:30am - 10:30am Breakfast Seminar
Foley & Lardner Offices

Nestor Holynskyj, eSentio's Director of Consulting, presented a session on Organizing and Staffing the Law Firm Technology Function to local ILTA members in Milwaukee, WI. This session assessed different approaches and best practices of several leading law firms with regard to how they are staffing and organizing their IT function with a particular focus on the end user and litigation support areas. Attendees talked about what works what doesn't and the latest trends and challenges for organizing and staffing their firm's IT department.

eSentio presented at a regional ILTA event in Toronto, Canada
May 29, 2008, Lunch Seminar

Dave PIlling, eSentio Director of Applications and Development presented a session on The Future of DMS – Developing a Strategy Based on the Needs of the Business to local ILTA members in TorontoI. This session covered the common threads among DMS strategies. Attendees discussed questions regarding where firms are headed. And took a look at the integration and convergence of various legal vertical applications (e.g., DMS, e-mail, records and workflow) and how firms can position themselves to get the best return on their technology dollar. The presentation also spoke to who the new players in the market are and how their offerings compare. Attendees walked away with a better understanding of DMS market offerings, their place in firm’s matter life cycle management and various approaches to managing the process of implementing matter-centricity.

Click here to download the presentation slides

eSentio presented at the CPM 2008 WEST conference in Las Vegas
May 21, 2008, 9:15 AM - 10:30 AM

Scott Kindred, eSentio Senior Consultant, presented the session, A Case Study in the Battle of Data Storage Managementl. This session presented a case study of a major international law firm's experience in changing its disaster recovery methodology from use of a national recovery vendor to an internal consolidation and replication of data storage resources. Attendees learned how they accomplished this change over a two-year period, reducing their recovery time objective from more than 34 hours for critical data to less than four hours. What were the requirements? What were the critical factors? How do you breakdown such a complex project? The case study highlighted the various tasks that were accomplished, the phases they followed and some of the pitfalls they would work to avoid the next time they undertake such a project.

Click here to download the presentation slides

Click here to learn more about the CPM 2008 WEST conference

Elieen Campbell to present a Webinar on Planning for Office 2007 and Vista – It’s More Than Just Software
March 13, 2008, 12:00pm EST

Eileen Campbell, senior consultant at eSentio, lead a webinar presentation on Planning for Office 2007 and Vista. The session explored the various areas that a software upgrade can impact a firm and how to plan the upgrade. The areas
of discussion included hardware, training materials, trainer preparation, integrated applications, etc. This was an advanced level seminar.

Click here to download the presentation slides.

Nan Jeffries Contributes to February Peer to Peer
February 2008
Nan Jeffries, a Senior Consultant at eSentio, authored an article entitled, The Role of the Project Manager in Litigation Support, in the February issue of Peer to Peer, ILTA's quarterly magazine.

Click here to view the article.

eSentio participated in a panel presentation on Network Connectivity and Offsite Storage at the 2008 LegalTech New York conference.
February 6, 2008, 1:30pm - 3:00pm

As firms move toward moving systems and applications across multiple offices, offsite data centers and Software as a Service applications, the need for developing significant improvements in design and optimization of network connectivity becomes even more critical. There are various methods to solve these issues and a myriad of vendor options to connect these office areas. The goal of this session is to open up the newest and most challenging options to make these options work. A combination of vendor solutions and firm experience will provide additional information for the firms.

Click Here to learn more about the 2008 LegalTech New York conference.

eSentio lead panel presentation on Matter Centric Computing: What Works? What's New? What's Next? at the 4th Annual Law Firm Chief Information & Technology Officers Forum
February 6, 2008, 10:30am - 11:30am

eSentio joined a panel of CIOs who are tackling matter-centricity. The discuss topics included:

What are our goals?
What is the key success factors, regardless of the technology selected?
What works?
Where are we heading?

Click Here to learn more about the Annual Law Firm Chief Information & Technology Officers Forum!

eSentio presents at a regional ILTA event in Charlotte, NC
January 17, 2008, 12:00pm - 1:30pm - Ken Force, Senior Consultant, presented a session on Intranets and Extranets using SharePoint 2007 to local ILTA members in Charlotte, NC. The session focused on what firms have done to implement SharePoint-based Intranets and Extranets emphasizing integration with iManage, InterAction and other law firm applications.

Atlas Lee Gives Keynote Address at the Annual NALS (Association for Legal Professionals) Educational Conference in St. Louis.
October 12, 2007 - Atlas Lee, senior consultant at eSentio, was the keynote speaker Friday, October 12, 2007 at the 56th NALS Education Conference and National Forum, which was held in St. Louis, Missouri. The conference drew over 200 legal industry representatives from all over the US. Mr. Lee's presentation, A Broad Perspective of Contingency Planning and Disaster Preparedness, covered contingency planning, disaster preparedness and response, the people factor of planning efforts, and Pandemic planning. The audience was very receptive and appreciative, and many attendees stated that the presentation revealed a number of issues that they had never considered.

Click here to download the presentation slides.

Yvonne Dornic, President of eSentio, and Thomas Gaines, CIO of King & Spalding, Headlines Webcast on E-Mail Management
September 27, 2007 - Thomas B. Gaines, Jr., a partner and chief information officer of King & Spalding, and Yvonne Dornic, president of eSentio, are featured speakers at a September 27 Web seminar that highlights how forward-thinking law firms have managed the transformation from a legacy document management system to a comprehensive electronic matter file solution.

The program, entitled “Learning from Experience—How to Make the Right Choices and Optimize your Plans for E-mail Management and the Electronic Matter File,” is presented by Interwoven, Inc., a global leader in content management solutions. It is part of a series designed to provide professional services firms with a live, two-way dialogue for planning an e-mail management and electronic matter file project.

Gaines and Dornic will share King & Spalding's insights, best practices and lessons learned from optimizing the firm’s information management and staff efficiency, including how to deliver increased productivity, mitigate risk and address the challenges posed by the exponential growth in email.

Their presentation will discuss the following topics:

Initial drivers for moving to electronic matter files and whether those drivers remain true today

Approach to workspace design

Adoption and adaptation of the design and process by lawyers and other professionals

How to conduct and sustain user training

Lessons learned and best practices

Click here to download the presentation slides

ILTA invites eSentio to Present its Industry Expertise
August, 2007
Again this year, eSentio consultants were asked to participate in the annual ILTA conference as subject matter experts and presenters. The following presentations were given by eSentio consultants and directors while attending the conference. All presentations took place at the Grande Lakes Resort in Orlando, Florida. For additional information on these topics and presentations, please email mary.richman@esentio.com.

Managing your DMS in a Global Environment
Tuesday, August 21, 2007, 1:00pm – 2:00pm

The Inevitability of Service-Oriented Architecture for Law Firms
Tuesday, August 21, 2007, 3:30pm – 4:30pm

Where the Matter-Centric Pioneers Are Now
Thursday, August 23, 2007, 9:00am – 10:00am

Extranets and Intranets Are the Information Hubs of Your Firm
Thursday, August 23, 2007, 2:00pm – 3:00pm

Nestor Holynskyj Contributes to August Peer to Peer
August, 2007
Nestor Holynskyj, a director with eSentio, authored an article entitled, The Latest on Sharepoint in the August issue of Peer to Peer, ILTA's quarterly magazine.

Click here to view the article.

eSentio Delivers a Case Study at GearUp 2007
April 26, 2007
Due to the overwhelming response received from the Matter-Centric case study given at the 2006 GearUp conference, eSentio Technologies and King & Spalding LLP were again invited to share lessons learned and best practices with the attendees at the 2007 conference. The team discussed the evolution of matter-centric working within the firm and answered questions regarding what the drivers were, what lessons were learned along the way, and what real benefits were achieved.

Click here to download the presentation slides

Project Management
February 20,2007 - ARMA Atlanta Chapter Meeting
Bob Dolinsky, eSentio Director, was asked to present on behalf of ARMA to a group of industry colleagues in Atlanta. His presentation addressed why projects fail and provided users with somehelpful tips on project management in the legal technology industry.

Click here to download the presentation slides

ILTA invites eSentio to Present its Industry Expertise
August 2006
eSentio consultants were asked to participate in the annual ILTA conference as subject matter experts, panelists and presenters. The following is a list of the various presentations given by the eSentio team while attending the 2006 ILTA conference. All presentations took place at the Grande Lakes Resort in Orlando, Florida. For additional information on these topics and presentations, please email mary.richman@esentio.com.

How to Successfully Move to a Matter Centric Environment With a High User Adoption Rate
Tuesday, August 22, 2006, 10:00am - 11:00am

Managing the Mountain of E-Mail
Wednesday, August 23, 2006, 1:30pm - 3:00pm

Educating Attorneys on E-Mail Management - Panel Presentation
Wednesday, August 23, 2006, 4:00pm - 5:00pm

Architecting I.T. Governance and Processes for the New Business Climate
May 24, 2006, 8:00am - 12:00pm, Interwoven LITLS Conference
Business and technology trends including centralized models, outsourcing, mergers and global reach are changing the expectations, structure and governance models of I.T. New models are needed to help the firm react quickly and consolidate effectively to merger-driven growth. This session explores new directions for today’s Legal I.T. organizations, including new structures and processes such as service management and ITIL, for improving the delivery of I.T. services. Attendees will discuss the impact of centralizing key business processes such as new business intake, and theimplications of this model for I.T. staffing.

Click Here to download the presentation slides

eSentio Delivers Case Study at GearUp 2006
April 3, 2006
eSentio’s Yvonne Dornic and Bob Dolinsky along with King & Spalding’s Thomas Gaines, presented a case study to a standing room only crowd at this year’s Interwoven GearUp conference. The session entitled ‘Adopting a Matter-centric Electronic File System and Achieving Wide-Spread Adoption in a Professional Services Firm.’ The group shared best practices and lessons learned from the development and implementation of a comprehensive records policy. The case study also detailed how King & Spalding was able to effect the business process change with attorneys and staff through comprehensive training how these efforts led to wide-spread adoption of electronic matter files using WorkSite 8.

Click here to download the presentation slides

Bob Dolinsky Contributes to February Peer to Peer
February, 2006
Bob Dolinsky, a director with eSentio, authored an article entitled, Key Success Factors for Business Continuity Planning in the February issue of Peer to Peer, ILTA's quarterly magazine.

Click here to view the article.

eSentio’s Ken Force Conducts Webinar on SMS
January 19, 2006
Ken Force, a senior consultant with eSentio, conducted an ILTA sponsored Webinar on Thursday, January 19th entitled ‘SMS - Best Practices for Application Packaging and Delivery.’ The presentation provided an overview of SMS including a Best Practices analysis on both packaging and delivery. The discussion outlined the strengths and weaknesses of SMS and answered questions regarding how it works, what it can do for organizations and why it is useful. Package building tips included how to get standard file locations from the registry, how to repackage vendor installs, how to use virtual machines for package creation and testing and how to create packages with user specific settings.

Click here to download the presentation slides.

The Laws of Law Firm Technology Leadership
January 10, 2006, ARK Best Practice for Law Firm Management
eSentio was invited to act as the conference chairfor the Best Practices for Law Firm Management conference hosted by the ARK group in Miami, Florida this year. Bob Dolinsky, eSentio Director presented a session on the Laws of Law Firm Technology Leadership focusing on current trends and the need to align technology planning with firmwide goals. In addition to this presentation, eSentio CEO and President, Yvonne Dornic, had the pleasure of welcoming attendees to the conference and preparing them for the many discussions they would attend over the two days. In addition, Ms. Dornic, also presented a conference wrap-up, summarizing the best practices and lessons learned from the sessions.

Click here to download the presentation slides