Business Development Suit

1. Business Development Suit Presented by Thomas Mathews

2. Objectives • Understand the functionalities of the following modules • Marketing Center • Contacts and Companies • Email Marketing • Experience & Professionals • Proposals & Opportunities • Web Center • Website • Blogs • Webforms • SEO • Media Manager • Marketing Database • System Administration

3. Business Development Suite (BDS) Hubbard One’s Business Development Suite (BDS) is actually a collection of software applications used together to meet the Information Management needs of Law Firms. • Marketing Center • Business Development & Management • Proposal Generator • Experience Manager • Contact & Relationship Management • Contact Manager • Web Communication • Email Marketing • Web Center • Web Communication • Web Sites & Extranets • Media Manager • SEO Keyword Manager

4. Contacts and Companies • Contacts & Companies is a contact management solution that works for both lawyers and marketing professionals. The software contains robust functionality for marketing and business development professionals who need access to rich levels of information in a familiar web interface. • Contacts • Contact List • Company • Business Location

6. DATA QUALITY MANAGER • The Data Quality Manager allows marketing to approve, reject, or merge incoming contact changes from Outlook and/or other data sources. • The Data Quality Manager listing page displays a list of contacts and companies that have been submitted for addition to the database through: • Outlook Connector for Contact Manager • Contact Manager BDS Import • Web Forms

8. Email Marketing • Email Marketing is a powerful tool which Firms use to market themselves and to reach their current/potential customers. • Integrated with other modules of BDS like Contacts & Companies, Activities, Marketing Database entities, Web Sites. • Email Marketing users with Administrator access can manage templates. A template is used when creating a new email communication. You can create templates from the out-of-the-box layouts.

10. Experience & Professionals • Experience Manager, a BDS Marketing Center module, helps your firm market itself more efficiently. By providing easy access to integrated client, contact, matter, and attorney information in a single place. • Experience - This feature allows your firm to find and view experience records. Three search mechanisms, each with different search criteria that you can customize, are included in this feature. They include quick search, advanced search, and profile search, as well as customized search via the Search Builder function. You can also add, edit, and delete experience records from this function. • Professionals - This feature allows you to find and view a specific attorney's experience and profile. • Admin - This feature allows you to create and manage customized experience profiles that are used to capture data for experience records. Additionally, administrators can customize add/edit screens, search screens, and detail screens, as well as manage fields within experience profiles.

12. Proposals & Opportunities • Proposals and Opportunities module allows our clients to generate proposal documents that pull data from the Marketing DB. • The Proposal Generator module of BDS allows you to create and store information that you can easily retrieve and use to automatically track opportunities and generate proposals. • Search • Browse • Proposal Content • Templates • Admin

14. Website • The Web Site, a BDS module, enables you to manage your firm's web site content. In this way you can customize your web site as needed. • Allows clients to manage their firm’s website content. • The Web Site enables you to: • Add and edit both web content and marketing database content • Edit the content of the site - for example, narrative information, images, files • Edit the template of the site - for example, labels that are the same per section • Edit the site - for example, labels that are the same site wide • Preview your changes before they are published • View your changes once they have been published • Configure title, description, and keyword tags for search engine optimization • Administer security

16. Add and edit both web content and marketing database content • Adding MDB Content: Firm News, Publications, Events

17. Blogs • Allows update of content more frequently than websites and provides daily interaction with audiences. It also allows clients to highlight it’s knowledge, industry experience, etc. • Moderators are the only ones that can review pending posts, pending comments or pending replies. • You can add moderators from Modify Settings option. • You have option to search blogs in the right side of the page.

19. Webforms • Allows clients to create web-based forms for: • Event Registration • Newsletters • Contact Information Update • Web Forms can be utilized as stand-alone pages, or can be implemented within web sites, alumni sites, or mini sites and branded as desired by the firm. • Both stand alone and integrated web forms can be presented in multiple languages if your firm owns a Globalization license.

20. Adding a Form (follow all 5 steps until finished)Click on edit content

21. Building a form

22. SEO • Search Engine Optimization is the process of improving the volume/traffic to a website from search engines. • The flow of the SEO Keyword Manager is save the keyword and then search for the keyword using the fields or alphabetical search • In the details page, go into the Site Pages page for the Keyword. This will bring up a search result page that will list all of the pages that have that word in one of the two SEO fields

24. Media Manager • Media Manager is a database style storage area in Web Center set up to allow a client Law Firm to keep track of all of their Media files • It helps clients manage their media files that have been saved within all of their sites or for the entire Law Firm • In order to own Media Manager, the client will have to own the Media Manager License • Clients can own the Media Manager License without owning the Web Site License • After adding the Media Manager License, Administrators will have the new ability to Add a Media Feature • In the Media Feature, the client has the ability to display the Published Media Manager records • The client has the ability to display all or some of the Published records in an order they can determine from within the Feature landing page • This functionality is called an Order Repeater

26. Marketing Database • The Marketing Database is a centralized repository for your firm’s marketing content.By having information located in one place, it prevents: • Duplication of data. • Duplication of work. • Miscommunication of information. • Marketing Database Data updated in Marketing Center will always be found in Web Center and vice-versa. • By placing all of your marketing content in a central location, you can: • Control work flow by utilizing the publish/unpublish approval process. • Add, edit, and delete records. • Immediately determine the state of any record in the database. • View the history of any record, including comments made by the person who edited the record. • Manage records in multiple languages.

27. Marketing Database • The Marketing Database consists of 14 different types of information, which we call “Entities”. • This includes the Attorney, Other Professionals and Staff entities in the Marketing Database. • These are sometime called the “People Entities”. • In addition to Entities, the Marketing Database contains another item below the entities named Lists and Types • There are 28 Lists and Types in the Marketing Database • These are used in the dropdown fields in BDS. • Contain default data when new clients first obtain BDS, but can be modified by those in the User and Admin security roles. • CAN be Translated. • CANNOT be Published.

28. System Administration • This guide has been designed for users who have administrative rights to BDS Marketing Center and BDS Web Center modules. Functions described in this guide, are typically reserved for Administrators, and include: • User Administration • User Email Settings • Group Administration • Language Administration • Module Manager • Configuration settings (Global Administrator)