A lot of questions have been coming in regarding InfoCompass training resources. And what great questions to address.
If you aren’t familiar with this software, please read my blog about switching to using iManage Records here for an overview.
I don’t need to tell you that records management can be quite detailed and cumbersome in and of itself. When you add in learning a new software and integrating that into your system or using it to switch your system, you desire a smooth transition but are often met with a rocky road.
What I’ve been finding is that the law firms may have gone live with using the software, but there’s still a missing piece. Whether that be that they don’t understand how to quite use it properly or fully or the pieces aren’t exactly matching up to their expectations. Perhaps that means when they implemented the software with someone else, the amount of training they received from a records manager perspective in order to be successful was lacking.
As a records manager, I understand the importance of having a good system in place to help you rather than a system that gets in your way and hinders you and your business.
If you need help in any stage of the process, whether you’d like to move forward with IRM or need help bridging a gap that was left from switching without a full comprehension of the software, schedule a meeting with me today. I will help with your individualized needs.