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For the term project you will consider you are employed by an IT support organization that is considering implementing a simple law practice management software
For the term project you will consider you are employed by an IT support organization that is considering implementing a simple law practice management software for Accounting and More Consulting Company
At this point, you may not know if you will buy a product or build the software. However, that should just be one of the itemsactivities within your scope to decide.
The project phases for the term project will start with the initiation of the project through to the Go Liveimplementationsupport phase. For assignments, you will be creating many of the various documents needed for the project. Many of the assignments will include templates for you to utilize.
High Level Project Information
Below are the base capabilities for the term project. For many of the assignments you will be asked for additional requirements, scheduling dates, personnel necessary...etc. It will be your job to determine what your needs for the project will be The objective of this effort is to comprehend the software acquisition and life cycle implications.
Your Organizations current system and some basic requirements
The firm currently uses paper files, manual billing and time tracking using Windows with an Access database. They would like to update to use a modern accounting solution small ERP software solution to reduce manual overhead for their growing practice. The solution will be used by staff accountants for Accounts payable, accounts receivable, and general accounts. The business lead is the Controller and the sponsor is the CFO.
The new acquired law practice management software must:
Track prospective, current, and noncurrent customers. The customer information could include but may not be exhaustive name, customer primary contact, status prospective current, previous customer address street city, state, zip, country phone numbers, email address, project names, estimate amount per project, project start and end date, contractors assigned to project, billing information.
Track billable hours for each customer and provide billing invoices. It should provide case management for repeat customers customer information, last time contacted, etc The company makes revenue based on billable hours, so you need to be able track those and bill for those correctly. Some other things to think about
CYBRIT Term Project Overview
Red flag for past due account
Billable price. Different customers can be billed different rates.
Call tracking to map to billable hours. How do you know what to bill?
For the assignments in this course which refer to the term project use this as your project. One of the many activities will be to determine the type of law office management software application that can fill these highlevel requirements. Assume you initial budget is $$K You must have a minimum of dozen software licenses, and the application can be hosted inhouse or by a cloud provider. I dont have an idea on where to start from
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