Milan Core Administration Training - New York
Register now for this intensive, two-day Milan platform training course. You can attend this training on-site in New York, NY. Whether you’re new to Milan, or simply want to exercise the software a little harder, there’s something for you. We’re combining quick reviews with deeper dives into Milan functionality to help you make the best of its features for your specific environment.
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Day 1: Session 1 – 9:00 A.M. – 5:00 P.M.
Workspace and Folder Management – This session will cover how to use Milan to automatically create workspaces from the Practice Management system. This session will cover Prosperoware’s best practices around workspace folder design, how to accommodate matter changes from PMS system, how to publish workspace shortcuts to teams working on the matter, how to design and delegate on-demand folders based on template and how to manage other bulk updates to your workspace and folders using Milan provisioning service. The Milan modules covered in this training are:
• Billing to Milan
• Folder template management
• On demand folders
• On demand workspace generation
• Using Provisioning service
• Service Center
Day 2: Session 2 – 9:00 A.M. – 12:30 P.M.
Move, Archive and Consolidate (MAC) – This session will cover how to use Milan MAC module to do WorkSite library consolidation, setting up ongoing archiving of workspaces and moving documents and folders between libraries. Database consolidation (or split) can happen for multiple reasons e.g. firm mergers, moving from non-MCC to MCC, firm splits, or bulk archiving. MAC Consolidator can assist with bulk merge or split libraries while maintaining structure, numbering, and business rules.
• Covers how to do database consolidation with Milan and best practices
• Ongoing archiving of workspaces
• Moving documents within or across libraries
Day 2: Session 3 – 2:00 – 5:30 P.M.
Milan Confidentiality Management, Self-Service and Server Side Refiling – Hacking and data breach stories are the norm rather than the exception today. Firms are more concerned on how to protect sensitive information. The downside of a complete “need to know” policy is that IT departments become bottlenecked and genuine people who need to work on content, do not have access which can cause delays. Milan Confidentiality Management manages this by balancing between setting up official ethical walls and allowing self-service (with or without approval), thus giving full control to the Risk team on defining policies and allowing individuals to request access to content seamlessly. The server side refiling (no dependency on confidentiality management modules), lets the firm manage the refiling rules on metadata and security to protect and maintain consistency by taking out the refiling decision from the end-user’s hands (the out of the box refile dialog in DeskSite/FileSite).
• Setting up official walls (for lateral hires or client requested walls)
• Setting up matter teams and unofficial walls
• Setting up self-service rules and best practices
• Setting up server side refiling with Milan