Just in time for Valentine’s day there some sharedo love coming out of the product team this month in the form of the beta release of the new modelling tools.

Whilst these have been available in early beta for some time they have now been made available for general consumption.

This is a major step forward in terms of the rapid configurability of sharedo .. Our personal “record” is the configuration of a new matter types, associated instruction and service portfolio in under 15 minutes … we challenge you to beat us (although at the same time beg you not too attempt this record in your production environment!)

This month’s highlights
• New sharedo modelling suite is released to members of the early adopter programme
• Some major extensions to the goods and services pricing functionality allowing you to quickly model a whole variety of purchase and service items
• Some significant performance enhancements to our elastic indexing of people, orgs and users
• Release of the iManage 10 Adapter
• … and as usual a whole host of minor UX & feature enhancements and defect fixes

Introducing the new Modeller Portal
So for our SaaS customers (or when you upgrade your on-premise instance) you will notice a couple of changes in the menu structures.
A new Modeller entry will appear on your launchpad (subject to permissions):
A new Modeller entry will appear on your launchpad
.. And your existing admin portal menu entries will have been significantly reduced.

When you open the new modeller portal you will now see a full list of the available modeller features:

New modeller portal

A quick overview of the menu options available are as follows:

Menu Option Purpose
Participant Type This provides a collection of tools to support the modeller of your people, organisations, locations, user, party types and so on
Participant Roles All of the existing participant role functionality has now been moved under the modeller
Work Type Modeller

This is the modeller for you to define all of your new work types. Within this modeller you can

  • Define your phase plans
  • Define data and participants
  • Enable features
Allocation Rules Enables you to model rules by which work is allocated
Service Portfolios Enables you to design your service portfolios
Search Scopes Enabling configuration of the different search scopes that are used across the application
List and Views Enabling you to configure the various list definitions across the application
Workflow and Forms Home for all of your data and workflow definitions

The modeller functionality will be incrementally enhanced over the coming months and we will revisit each feature in detail as it becomes available. For this month we will quick cover the phase modeller.

Work Type Phase Plan Modeller
All work types in sharedo, whether they are matters or AML tasks are executed according to a plan. This month we are releasing the next iteration of the phase plan modeller enabling you to visually model your phase plans.
phase plan modeller

Goods and Services enhancements

Underneath the finance menu you will now find more a granular breakdown of your goods and services.

Finance menu

This functionality has been extended so you can now extend your various pricing lists through the concept of Item types:
Item Types Screenshot

With the system supporting as many different price lists as you wish from the following choices:

  1. Purchase Item – used for managing agreed pricing with your suppliers
  2. Purchase Price Adjustments – enables you to manage any volume or other discounts agreed with suppliers
  3. Fixed Price Fees – also referred to as menu based pricing this enables you to configure your fixed price service offerings
  4. Rate Cards – specify your different rate cards in use across the application
  5. Internal Cost Rates – describes how you cost internal resources

These item types can then be used to define your different pricing lists:

Price Lists screenshot

And as you would expect are then integrated into the various fee templates.

Performance and search UX enhancements to People and Organisations

Some of you are handling some serious volumes of data aren’t you? With environments running upwards of 5 million people and organisation records, we have made some changes to the way in which we manage our search indexes for people, orgs, and locations. These can be seen under the Diagnostics menu option now via the search index “dashboard” .

Key changes are as follows:

  1. Time to index large volumes of data have been decreased by x10 !!
  2. Search indexes have been re-configured to provide more meaningful natural language processing