Ultimus and Elegrity Partner to Create Process-Centric Enterprises

09/10/2008

Ultimus, Inc., developer of business process management software suites, and Elegrity, Inc., maker of Law Business Management System (LBMS)(R), have an established partnership designed to create innovative business-focused technology solutions. The Ultimus Adaptive BPM Suite solution coupled with Elegrity's LBMS(R) provides predictability and control for client's business processes, ultimately driving operational savings.

ebizQ received the following:

"Our partnership with Ultimus provides our clients with efficient automation, ubiquitous access to meaningful information, and a stable, reliable system that offers business continuity," said Tony Carcamo, VP of Corporate Strategy and Business Development, Elegrity. "All of these things combine to help our clients become true Process-Centric Enterprises."

Gordon & Rees, a national law firm headquartered in San Francisco, is an example of how this partnership has helped support a business-focused organization mitigate risk, while at the same time, drive operational savings. Founded in 1974, Gordon & Rees has become a dynamic presence with more than 350 attorneys in sixteen offices throughout the United States. The firm wanted to improve its business intake and case lifecycle processes to improve efficiency, respond faster to clients and effectively create a streamlined workflow to handle the increasing amount and complexity of business intake due to firm growth. The firm utilized a manual process that resulted in duplicative data entry into multiple systems, an arduous, time-consuming approval process, and a multitude of back-and-forth e-mail communications for all new clients and/or matter brought into the firm.

Elegrity worked with Gordon & Rees to determine the best plan of action to meet their business requirements. With Ultimus BPM Adaptive Suite as the business process management engine, Elegrity implemented LBMS(R), providing a fully-customized and automated solution as the firm's new business intake process.

"LBMS has allowed us to be more responsive and perform business functions better," said Jane Omahen Risk Management, Gordon and Rees. "We have experienced dramatic operational savings since implementing the solution. Elegrity's LBMS(R) system streamlined our business intake process and automated many manual and paper-intensive tasks. It has made a significant difference in the time to take in new business while helping to ensure consistently-applied firm policies, accuracy in data across systems, paper reduction and completed approval cycles."

Leveraging the sophisticated systems integration capabilities of the Ultimus-LBMS(R) solution, the Gordon & Rees New Business Intake application automatically defaults key information from the accounting system, such as timekeeper rates and expense information, providing further time-savings while simultaneously increasing accuracy of information gathered. The system automatically enforces the proper authorizations and approvals required before it progresses to the next step in the process. Online copies of related documents can be attached in the system, eliminating the need for filing and physically storing paper documentation.

"By aligning the best practices of both BPM and the legal industry, our partnership addresses the unique needs of a market that has been relatively underserved to date with regards to innovative business-focused solutions," said Kyle Moll, Director, North American Channel Development, Ultimus. "The project with Gordon & Rees has been so successful to date, that Elegrity is not only duplicating this model, but extending the capabilities of the solution for other legal clients."

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