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Making you a success: Expert tips for iManage users

Natalie Alesi

At iManage, we are more focused than ever on helping you succeed.

In addition to our recently-expanded customer success program, we have also launched a webinar series for our customers called “Making You a Success.” These are informal, half-hour roundtable chats with helpful tips from iManage experts and some of our most successful customers. Our next webinar will be on September 22 (available on-demand soon after the event), but three previous webinars are available for you to watch on-demand, any time.

Episode 1: A discussion of strategies, tactics, and ideas for the iManage corporate customer

The first episode of our series features Brian Jones, Senior Director, Customer Adoption and Mary Ann Muhlbaier, Senior Enterprise Engagement Manager, discussing real-world lessons from successful iManage customers. Discover what these organizations have done to deliver ROI and continuously provide value while measuring success. Specific topics include rollout strategies, determining desired business outcomes, and tying the value of technology to business benefits.

Episode 2: Creating an internal network to drive change and adoption

In the second episode of our series, Brian Jones, Senior Director, Customer Adoption and Mary Ann Muhlbaier, Senior Enterprise Engagement Manager, are joined by Hosanna Reinhardt, Legal Technology Systems Administrator, Xcel Energy and Carol Bouw, Director of Legal Operations, Xcel Energy for another chat aimed at corporate legal departments. Hosanna and Carol share their advice for having a successful technology rollout and driving adoption of new tools. Their insights include how to get buy-in at every level, the power of surveys, and showing users “what’s in it for them.”

Episode 3: External collaboration best practices

Our third episode focuses on our cloud customers. iManage experts Brian Jones, Senior Director, Customer Adoption; Tamikia Alford, Senior Technical Consultant; and Victor Cordon, Senior Technical Consultant offer their insights for working successfully and securely with external collaborators. Learn how you can better leverage the iManage Work integration with Microsoft Outlook, share large documents securely, and encourage utilization of external collaboration tools.

Join us next time

At iManage, we want to make YOU a success. Join us on September 22 for our next webinar, Change management and adoption: Why they matter and how to deliver them, to get more tips and tricks for getting the most value from your iManage technology.

About the author

Natalie Alesi

Natalie has 20+ years of legal and technology experience in both customer-facing and senior leadership roles. She specializes in building and executing customer success initiatives.