Monday, April 10, 2017

Migrating to Office 365

Regular readers will remember that about a year ago we made a major shift to our case management when we migrated from AbacusLaw to Rocket Matter. The move was not without its hiccups, but we are thrilled with Rocket Matter. It is a cloud based system. Updates come often. It is reliable and innovative. They are still ironing out their credit card interface, but that too is impressive as it improves. I have become a huge Rocket Matter booster!  The latest major innovation from Rocket Matter is its ability to integrate with Microsoft Office 365.

Microsoft has been pushing 365 for about a decade as it has determinedly pushed cloud based computing. For a decade I have resisted because of internet security concerns, and because it usually takes Microsoft a decade before its product(s) evolve to a point of reliability and efficient usefulness. I started researching 365 on my own about a year ago. I did not make the switch because I was still nervous. However, 365's security now gets endorsements from all the major bar associations and legal techies. It has evolved to be a pretty good Mac application. A lot of the customary Microsoft bugs and wrinkles have been ironed out.

With the new Rocket Matter 365 integration I have decided to make the switch. If all goes as planned the technology side of my practice will be entirely cloud based. All case management. All document handling. All file storage. All libraries. With Rocket Matter and 365 I will be able to access my entire office from my desk at the office, from my Mac Book Pro when on the road, and from my Mac at home. The idea of remote computing by logging into my office computer with a connection like LogMeIn or GoToMyPC will be unnecessary. I will have the full slate of Microsoft applications (Outlook, Word, Excel, PowerPoint, OneNote . . . .). All of the programs will feature the latest version. There will be no software maintenance for me, I will have 1 Terabyte of cloud storage. All of my files will be available to me anywhere and everywhere. And I get it all for $12.50 per month per user! WOW!

If things go as planned, I will be able to track and add time to my Outlook emails, sync contacts and calendars automatically on all my devices, upload documents and files, leverage full document versioning, and so much more. The prospects make me giddy!

Of course, the dreams rarely correspond with the reality. The transition is underway. I have installed the Office 365 apps on all my devices. Today we migrate our data and email. I am working with a consultant recommended by Rocket Matter. I will let you know how that goes. Stay tuned!

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