Consulting Your Way

With InterAction Professional Services

Consulting Your Way

With InterAction Professional Services

Meet the Professional Services Team

David Caiati

Director of Professional Services

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David has been with LexisNexis for 10 years. He’s held roles as Sr. Consultant, Project Manager, Professional Services Manager, and Director of Professional Services. Prior to LexisNexis he was a Controller at a Cleveland, OH law firm for 10 years. As the Director of Professional Services he’s responsible for managing the consulting teams for the InterAction and Juris business lines. His number-one goal is to make sure that our customers receive world-class consulting services.

John Leininger

Senior Technical Consultant

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John Leininger is a Senior Consultant who has been with the Consulting Services team since 2007. He provides technical services to InterAction clients, including custom reporting, data conversions, and data integrations. He also assists with scoping of technical services for new and existing clients.

Asna Goldman

Senior Consultant

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Asna has been serving InterAction customers for over 12 years. Her broad experience in technology and business has helped her clients succeed. As a Senior Consultant, Asna’s areas of expertise encompass new implementation, technical lead, architecture and upgrade planning, complex database consolidation and integration service, business analysis, and project management.

Chris Cardy

Senior Consultant

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Chris Cardy brings more than 15 years of project management experience to LexisNexis, having worked in healthcare, legal, and technology companies. Chris joined LexisNexis as a Senior Consultant for InterAction and currently provides strategic and tactical leadership to law and professional services firms on their business development initiatives.

Kris Bochat

Senior Consultant

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Kris Bochat has worked with numerous law firms – including several in the AmLaw 50 – as well as professional, financial, and consulting service firms. He has worked with LexisNexis since 2007 and has more than 17 years’ consulting experience. Kris’ positions have included Project Manager, Business Analyst, and Implementations Specialist. His goal is to make the world a better place through CRM.

John Drury

Consultant

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John Drury has been in the software technology field for over 25 years. John has worked as a Program Manager, Project Manager, District Manager, Business Analyst, Upgrade Specialist and Implementation Specialist. His current role as a Consultant for InterAction for over 10 years has brought well over 100 law firms success in implementing and utilizing the InterAction CRM software. John has a passion for winning and positioning his clients to be successful. John is also Six Sigma Green belt certified and holds a PMP.

You Have Options

The InterAction Professional Services team is your trusted partner for implementation services, integrations, custom reporting, and more. Our team has experts in customer relationship management (CRM) software and client data management processes.

Professional Services Packages

Our InterAction® Professional Services team provides world-class solutions that improve your CRM operations, maximize adoption, and improve data quality. We are available to solve your biggest challenges and speed decision-making.

STRATEGIC CONSULTING SERVICES

  • Strategic System Assessment determines strengths and gaps
  • Business Process Review clarifies goals and objectives
  • Technology Review determines infrastructure needs

DATA MAINTENANCE

TRAINING, REPORTING, AND INTEGRATION SERVICES

  • End user training to enhance user adoption
  • Attendance in our Power User Training
  • Automate & Integrate your solutions to centralize your data with integrations
  • Work with our reporting engineers to design reports that give you exactly the information you need, when you need it

DEPLOYMENT SOLUTIONS

Implementing Your InterAction Solution

Implementation – We bring 50+ years of overall experience with CRM installation and implementations.

Redeployment – Have you hit a CRM speed bump?  We can help with redeploying your solution with a plan that’s tailored to your specific needs.

Organizational Change Readiness – We help you prepare your team for the important changes.

Supporting Your Ongoing Success

  • System Upgrades – Our consultants specialize in technical assessment and architecture review.
  • Integrations – Automate and integrate your solutions to leverage centralized data in InterAction.

Custom
Reporting Solutions

Save valuable time with reports professionally designed for your unique needs.

  • We can help you build requirements and design a report to meet your needs.
  • Whether you need a critical report or need to create templates, our Professional Services team is there to provide a new lens.

Custom Programming
and Workflow Design

Our Technical Consulting team will work with you to build requirements, design, and deliver the tools you need:

  • Marketing Email Automation Solution Integrations
  • Custom Solution Design to help with advanced workflow needs
  • Customized workflow design to manage and automate Enterprise Content Management

Add More Value to Your Firm’s Relationships
with InterAction Services from LexisNexis