#CRMUGSummit | #INreno15

#CRMUGSummit

WORKFLOWS: GATHERING FORM INFO AND VISUAL STATUS

Glen Wolinsky, Miller & Martin PLLC

#CRMUGSummit | #INreno15 2

Law firm founded in 1867 in Chattanooga, TN

More than 250 employees– 130+ Attorneys– 50+ Practice areas

Three Locations– Chattanooga, TN– Nashville, TN– Atlanta, GA

INTRODUCTIONS

#CRMUGSummit | #INreno15 3

With Miller & Martin since 1999 Lead Applications Developer BIO:

– 2 years of Microsoft Dynamics CRM experince in administration and development

– 18+ years of development experience including VB.Net, ASP.Net, HTML, SQL, SSIS, SSRS, Javascript, and RPGII (dating myself)

– Develop and maintain centralized practice management systems and integration systems linking to other products

INTRODUCTIONS – A BIT ABOUT ME

#CRMUGSummit | #INreno15

Use of CRM Workflow– Capability of gathering many items of information using Task Forms

during a workflow process.– Providing for distribution of work among groups and individuals in

parallel.– Collect item approval from many users concurrently.

Form Tracking – Use of fields to manipulate workflow process.– Use of fields to reflect complete status overview of the workflow process.

OUR OBJECTIVES

#CRMUGSummit | #INreno15

Review by Multiple Employees Approve/Reject Ability to add notes or

attachments to each response.

Tasks Management Multiple departments Most work happening

simultaneously (in parallel) across those departments.

Each “form task” consists of multiple items of information and/or feedback

BUSINESS NEEDS DEFINED

#CRMUGSummit | #INreno15

WORKFLOW DESIGN

#CRMUGSummit | #INreno15

EMPLOYEEINTAKEDEMO

#CRMUGSummit | #INreno15 31

QUESTIONS

#CRMUGSummit | #INreno15 32

Glen Wolinsky– Email: gwolinsky@millermartin.com– LinkedIn: www.linkedin.com/in/glenwolinsky– Twitter: @glenwol1

Please fill out your survey. Contribute!

– CRM User Group: www.crmug.com

THANK YOU!

FINAL SLIDE