In this training recorded in September 2024, Jennie takes Solution Architects through client considerations at design time.

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Chapters

00:00 Introduction to Solution Architecture series: clients
00:26 Agenda
     - What is a client?
     - who is a client?
     - what is the client interested in?
     - client in ShareDo.
     - contracts and Statement of Work.
     - client reporting.
     - clients and your high-level design.
01:03 What is a client? (Individuals and organisations).
02:01 Individual clients (B2C).
03:23 The law firm B2C relationships.
05:30 Business clients (B2B).
08:24 The law firm B2B relationship.
11:09 What is a client interested in? - costs.
14:42  - status.
17:30  - advice.
17:55  - quality.
18:16  - outcomes.
18:40 Client master date record.
18:51  - identifying a client record in ShareDo.
19:22  - client specific data capture.
20:36  - type specific data capture.
21:47  - client ODS vs client participant role.
22:26 Organisations and party types demonstration.
28:00 How do we handle the creation and maintenance of clients in ShareDo?
28:14  - where do clients come from?
30:01  - Checklist.
30:48  - how are clients created in ShareDo?
32:05  - ShareDo integration.
32:39  - migration of clients into ShareDo.
33:56 Contract and Statement of Work (how are they used in ShareDo?)
34:21  - contracts.
33:47  - what can I do with a contract in ShareDo?
35:24  - Statement of Work / mandate.
36:17  - why do we have a SoW / mandate?
38:35  - Summarisation of work.
39:36  - new work type vs instance of SoW.
40:09 SoW demonstration.
43:18 Client reporting.
43:53 Client portals.
47:53 Summary: client considerations at design time.
51:53 What we covered.