Following a ’best of breed’ approach to application acquisition can result in rich functionality but multiple data repositories bring challenges in the management of data. Other business sectors (including Finance and Insurance) have responded to these challenges by embracing an Information Management Strategy based on the concept of Master Data Management (see http://en.wikipedia.org/wiki/Master_data_management) – and this is what we do in the legal sector.
We offer a pragmatic approach based on the incremental build of a ‘master’ database (extensible through abstract Entity, Attribute and Relationship modeling) which includes data relating to: Clients, Matters, Contacts, Lawyers & Secretaries, Business Services Personnel, Organisational Structure (Offices, Practice Groups, Teams, Sector Groups, Business Services Groups etc.); Relationships (Lawyer/secretary; management of organisational units, individual’s delegates etc.), Enterprise taxonomy; Process & data access permissions; Links to Active Directory; PMS; CRM; DMS; HR etc. – all harvested from multiple repositories (e.g. two different Practice Management systems). And we can use IntApp’s Integration Builder for cross repository data management.
The end result is consistency and accessibility of master data (regardless of source) thus supporting functions such as Risk (e.g. Conflict of Interest Searching), Business Intelligence (e.g. 360 degree views) and Enterprise Taxonomy Management.