Here's a quick update on what's going on with our Application Upgrade Project (that's what I'm calling the combined projects of upgrade to Word 2003, migration from WordPerfect, training of users on Office, cleanup of WORLDOX (our DMS) and training on the new version of WORLDOX).
Last week we chose the macro package we will be using. It's by a company named KI Systems that specialize in Office customizations for legal companies (http://www.kisys.com). Their package is comprehensive and includes an enterprise level address book (I'll get more into this later). We also purchased the separate Formbank, Numbering Tool, Metadata Stripper and Remote modules.
Also decided to buy Levit and James (http://www.levitjames.com)CrossWords and Stylizer to help convert documents from WordPerfect to Word and to properly set up the styles of any document to our standards (will also talk about these apps as we start working with them).
To help us with implementing all of the above and to do the training we went with David Adams of Just Results! (http://www.justresults.com/) Out of the 4 vendors we talked to, he really seemed to best understand law firms, how to setup training in a lawfirm and the process of migrating users from WP to Word.
As we move along, I will be talking about the whole process in more detail.