FileFinder client newsletter Jan 2015 by margaret jaouadi

January 2015

CONTENTS

Happy New Year! Welcome to the January 2015 edition of the FileFinder Client Newsletter.

2. Upgrading to FileFinder Anywhere 6. The 4th World Executive Search Congress - March 9-10, Las Vegas 10. FileFinder Training Tips 11. FileFinder Product Development

Since our last newsletter in September, a great deal has happened! We’ve launched FileFinder Anywhere and, already, have hundreds of users using the product day in, day out. It’s actually been one of the most successful product launches in our 30 year history, and feedback from clients has been terrific. Inside, you will find attributed references from upgrading clients who talk about the smoothness of the upgrade; the increased user-friendliness and intuitiveness of the release; and the impact of being able to work from anywhere. We’ve been inundated with orders for the new suite, from both new and existing clients. In the last 3 months of 2014, we received our largest North American contract win since December 2009, won our largest European contract win since October 2013, implemented two systems for Fortune 100 clients and, in December, had our best month for new contract wins since Q3 of 2012. As a result of this growth, we are expanding. We’ve added people (or are in the process of hiring) in our US, UK and Australian businesses. Hires include additional support people, additional trainers, additional account managers and additional project managers. We’ve also moved our London offices to a new, larger facility, with improved facilities for staff and for visiting clients. We’ve also announced plans for our 2015 World Executive Search Congress, which takes place in March 2015. Speakers include thought leaders from in and around the Search industry, and we are particularly proud to be welcoming Gerry Roche to the stage. Gerry, as most readers will know, is perhaps the best known Search consultant in history, having placed CEOs at firms as diverse as IBM, Walt Disney, ATT and Coca-Cola. Other speakers include experts on running Search firms, business development, research, branding and in-house executive search. Multiple delegates from Australia, Canada, Lebanon, the Netherlands, Peru, the UK and the USA have already signed up. As always, we offer significant discounts for our ASP and supported clients – you’ll find full information inside on pages 6-9. I very much hope you enjoy this issue of the FileFinder Client Newsletter and I hope to see many of you in Las Vegas in March. Jason Starr

FileFinder User Group on LinkedIn – JOIN TODAY! Find the group on LinkedIn.com or go to www.linkedin.com/groups?gid=3680734

All FileFinder clients with current support or ASP contracts are welcome!

Upgrading to

â&#x20AC;&#x201C; Frequently Asked Questions What is FileFinder Anywhere?

FileFinder Anywhere is a suite of complementary tools designed to allow your users to access your FileFinder database from virtually any device. All of the tools connect to the same database, which means that any change on one device is immediately available on the others. The product is made up of four tools, three of which are FileFinder for Desktop (an upgraded version of FileFinder 10), FileFinder for Mobile (a cut down browser app optimized for small screen devices) and FileFinder for Browser (a cutting edge HTML5 web app that delivers approximately 70% of the core product functionality through a browser). FileFinder for Outlook, the fourth tool, offers two new Outlook Apps that allow you to manage your emails without leaving Outlook. One of the apps is designed to sit inside the desktop version of Microsoft Outlook; the other is designed to sit within the browser version of Outlook.

Is FileFinder Anywhere a Cloud hosted application?

We allow our clients to have the choice. FileFinder Anywhere may be hosted in the Cloud; we use a range of Cloud hosting facilities, including both Microsoft Azure and Amazon Web Services, and these may be found in five countries across four continents. However, subject to suitable technical specifications, clients may also host the product themselves. FileFinder Anywhere also supports data synchronization for clients with multiple offices. Further details on our Cloud hosting facilities are available upon request. If you choose to host internally, additional fees apply for the SSL certificate.

under certain circumstances). Whichever version you are upgrading from, we will charge for the time taken to do the work and for any training. FileFinder for Browser is an optional add-on with a subscription payable. The subscription includes the cost of FileFinder for Mobile and the plugin for the browser/iPad element of FileFinder for Outlook.

Which version of Outlook do I require?

If you are using FileFinder for Desktop only, you will require the desktop version of Microsoft Outlook (versions 2010 onwards). If you are using FileFinder for Browser, you will require the Outlook Web App, which is part of Office 365. To be clear, users using FileFinder on the Desktop do not need Office 365 â&#x20AC;&#x201C; this is only required for users wishing to manage emails through the browser. Please note that the cost of Office 365 is not included in the cost of FileFinder Anywhere.

Can I use FileFinder for Browser without FileFinder for Desktop?

No. Currently, approximately 70% of the functionality within FileFinder for Desktop is available in FileFinder for Browser, so FileFinder for Desktop is required. We anticipate the addition of functions to FileFinder for Browser over time, but certainly functionality such as the Research Zone and Web Profiles cannot currently be delivered through a browser for both technical and legal reasons.

Can I use FileFinder on my Mac? What will upgrading to FileFinder Anywhere cost?

If you are currently using FileFinder and have a valid support or subscription contract, we will not charge license fees for either FileFinder for Desktop or for the desktop element of FileFinder for Outlook. In terms of time taken to do the upgrade - if you are currently using FileFinder 9 or earlier, the upgrade is a fairly significant process and may take a number of days. However, if you are currently using FileFinder 10, the process is relatively simple and will typically take in the region of half a day (although it may take longer

Yes. FileFinder for Browser works on a range of browsers, including Safari. Emulation software is not required. If you wish to run FileFinder for Desktop, you will require an emulation tool such as Bootcamp. As mentioned above, at least one user will require FileFinder for Desktop.

How can I upgrade to FileFinder Anywhere?

The demand for FileFinder Anywhere is high and we implement the product on a first come, first served basis. If you would like to upgrade, please have a look at the next page to see your upgrade options at a glance and contact your Account Manager to start the process. FileFinder update from Dillistone Systems

Upgrade Options for current FileFinder 10 clients Option 1: Upgrade to the latest version of FileFinder 10 (v10.8.9) Cost: FREE of CHARGE for clients with a current support, development or ASP contract Version 10.8.9 includes some significant speed and stability improvements over earlier versions of FileFinder 10.

Option 2: Upgrade to FileFinder Anywhere Cost: Software (including the new Outlook plug in) is FREE of CHARGE to supported or hosted clients. Implementation time may vary, but £425 / €575 / $650 is typical for smaller clients. The Browser enhancement is an additional £10 / €12 / €15 per user, per month if required. FileFinder Anywhere is the latest version of FileFinder. In addition to benefitting from speed and stability enhancements, users of FileFinder Anywhere can benefit from our entirely new Outlook add-in (provided free of charge) and a number of other product updates. You also have the option of upgrading to the Browser version of FileFinder, which enables users to access key business information through a browser on virtually any device, including the Apple Mac and the Chromebook. Our brand new Web App allows clients with an Office 365 account to access FileFinder via Office 365’s version of Outlook. To request a demonstration of FileFinder Anywhere, email sales@dillistone.com. Please note that a support contract is mandatory for FileFinder Anywhere users.

for clients using FileFinder 9 or earlier releases FileFinder 10 and FileFinder Anywhere are on an entirely new technology to FileFinder 9 and its predecessors. As a result, companies wishing to upgrade need to fill in the Site Survey and the Upgrade Qualification Forms. The upgrade process also requires data mapping for data migration, which is followed by the test data migration and then the live migration. Training is also required. Once we have reviewed your site survey, we can provide a quote. Please note that a support contract is mandatory for upgraders.

To start the upgrade process, please email sales@dillistone.com.

January 2015

Powering Executive Search. Anytime. Anywhere. e a on th t a d r u ss o to acce evices is going e l b a d “Being ifferent ctful d m o r pa road f mely im finitely e r t x e to be ould de Anywhere. w e W . er ts for us FileFind erve our clien d n e m us s recom o help t g n i o ) It is g p (USA u o ” . r r G e t t g be ltin ll Consu i e N ’ O -

“FileFin d it says er Anywhere on the tin: we does what it litera ll c and ou y anywhere, an access on our r iPhone from h iPads, and if s ome w we’re workin e can u to acce g s ss it. T he inte e any compu FileFin gr te de works r Anywhere ation betwe r e ve an n - Arthu ry efficiently d Office 36 5 .” r Edwa rd Asso ciates (UK)

Join one of our exclusive client-only webinars ‘Introducing FileFinder Anywhere’ to find out more! Date and time of webinar

Date and time of webinar

January 27, 2015, Los Angeles 10:00am Dallas 12:00pm New York 1:00pm Santiago 3:00pm Rio De Janeiro 4:00pm

January 29, 2015, Tokyo 9:30am Sydney 11:30am Auckland 1:30pm Los Angeles 4:30pm

FileFinder Anywhere is a unique combination of four platforms – Desktop, Mobile, Browser and Outlook – that allows users to access information anytime, anywhere. Since its launch in September, many existing and new clients have been relying upon it, day in day out, to power their businesses. Here is what some of them have to say about FileFinder Anywhere:

makes e r e h w y der An on our “FileFin ore efficient m ee the us a lot nts. We can s here e w assignm every project, ere h f status o to focus and w d ly we nee any gaps real re there a .” quickly arch Ltd (UK) Se - Finiti

“Thank y we we ou for your fo nt the tra ‘live’ yester llow up. Yes day an , ns d so fa gone v ition to the r ne er please y smoothly! w system ha d I s intuitiv with the use am particula rly r-f e compa ness of FileFi riendliness a nd re n been u d to the old er Anywher d e e si r job of ng. Our train version we h th e a functio oroughly co r did a great d v n e feeling alities of the ring all of th e s v - Stant ery comforta ystem and w on e are b (Baltim Chase Inter le with it.” nation ore, US al A)

Date and time of webinar

February 3, 2015, London - 9:30am Frankfurt - 10:30am Johannesburg - 11:30am Moscow – 12:30pm Dubai 1:30pm Delhi – 3:00pm

February 4, 2015, Frankfurt – 9:00am Johannesburg - 10:00am Moscow - 11:00am Dubai - 12:00pm

Delhi – 1:30pm Hong Kong – 4:00pm Singapore - 4:00pm Seoul - 5:00pm

www.dillistone.com

sales@dillistone.com

Insights for Executive Search & Strategic Talent Acquisition MARCH 9-10, 2015 Paris/Bally’s LAS VEGAS

The most anticipated event in the executive search and strategic talent acquisition calendar, The World Executive Search Congress (#WESC2015), is back for the fourth consecutive year – taking place at Paris / Bally's on the legendary Las Vegas Strip on March 9-10, 2015, and this time adding content for in-house search and talent acquisition delegates! In order to succeed as competition for top talent continues to intensify, executive search and talent acquisition professionals must review their current practices and keep abreast of trends, new developments and opportunities prevalent in the world of executive recruiting.

For Executive Search

Most people in the search industry aspire to the status of a trusted advisor, but the path to its achievement is elusive and unclear. Our program will provide insights into that pathway, as well as discuss the skills, behaviors and commitment needed to achieve this much sought after status. We will bring together a series of search industry deans such as Bob Benson, Chairman - RLBenson & Associates and Founder - Canaan Ridge and Bill Reeves of Spencer Stuart as well as assessment and branding experts followed by one of the most admired luminaries in the executive search industry … Gerry Roche, who has placed CEOs at major corporations including Apple, Kodak, AT&T, Walt Disney and Coca-Cola, and is currently Advisor to the Chairman at Heidrick and Struggles.

For In-house Executive Recruiters

For the first time, WESC 2015 will also feature sessions for in-house executive search teams, covering subjects such as building an in-house executive recruiting function, creating an agile talent acquisition department and social media, led by experienced and inspiring speakers such as Caroline McClure, Principal at ScoutRock and Talent Acquisition Leader at Forsythe Technology, Mary Claire Ryan.

Crossover sessions for all Executive Recruiters

We have scheduled a number of crossover sessions relevant to attendees from both search firms and in-house executive search teams on topics such as Creating a “Win-Win” in the Firm / Client Relationship delivered by Gary Preston, Founder of Preston & Partners and Board Chairman of IACPR as well as sessions on social media, LinkedIn and Internet research techniques and a session on how to attract, retain and repel the right candidate and create an authentic employment brand, delivered by Lizz Pellet, the author of the SHRM publication, The Cultural Fit Factor. Gerry Roche will close the first day by engaging with the participants in a far reaching discussion characterized with his usual candor and insight. He will address his views on the current Executive Recruitment market and its future, and will share his deeply held beliefs on the importance of professionalism and the need for personal commitment to achieve the lauded position of a trusted advisor. Peter Wright who led HR function at companies such as Zurich Insurance, AIG, Estee Lauder, Merril Lynch, BP, Allied Domecq and Unilever and is currently a CEO of Acorn Strategy Consulting Ltd, will close the congress by sharing insights into an Integrated Talent Management and how it changes the way talent is handled internally and the way companies deal with external companies responsible for talent.

All delegates are free to choose which sessions they wish to attend.

Why take time away from the office?

• Hear strategic insights from top-notch speakers, including representatives and alumni of global search firms Spencer Stuart, Korn/Ferry International and Heidrick & Struggles, and corporations such as Lockheed Martin, IBM and Forsythe Technology. • Join operation-focused sessions on topics such as building in-house talent management teams, social media management, internet research techniques, branding and much more! With various sessions to choose from, you can create your own personalized agenda.

#WESC2015

• Engage in invaluable networking opportunities with fellow executive search and strategic talent acquisition professionals from all over the globe. • Because you want to take a step back to evaluate how to remain profitable and sustainable and, ultimately, win the war for talent! Hundreds of delegates from across the world attended the past three events and gave exceptional feedback. If you are involved in the search and selection of business leaders - whether you work for a corporate executive recruiting team or a search firm – this is a must-attend event.

www.search-consult.com/WESC2015

CONFERENCE SPEAKERS

Bob Benson Chairman RLBenson & Associates

Roger Brooks President & CEO Leading Edge Medical Search (Optional Event)

Ian Cameron Managing Director The McQuaig Institute

Sheila Greco President & CEO SGA Talent

Lois Grimshaw UK/EMEA Partneship Manager Dillistone Systems

Caroline McClure Principal ScoutRock LLC

John Niland Professional Speaker and Coach VCO Global

Carol O'Driscoll Director Archer Search

Lizz Pellet VP of Educational Sales The Sourcing Institute

Gary Preston Founder Preston & Partners Board Chairman IACPR

William B. Reeves Retired Partner Spencer Stuart

Gerry Roche Advisor to Chairman Heidrick & Struggles

Mary Claire Ryan Talent Acquisition Leader Forsythe Technology Inc.

MaryLee Sachs Co-Founder & CEO, US BrandPie

Peter Wright CEO and Founder

Acorn Strategy Consulting Ltd

AGENDA DAY 1 - MARCH 9, 2015

All speakers, timing and contents are subject to change. 8:30am

BREAKFAST

9:00am

WELCOME REMARKS

ROOM 1

ROOM 2

9:10am

Bob Benson – Chairman - RLBenson & Associates and Founder - Canaan Ridge Do You Have What It Takes To Build Client Trust? Bob led his Advisory Board through an extensive process to identify the skills and behaviors it takes to become an exceptional search consultant. These skills and characteristics are core to one’s success in either a corporate talent acquisition or executive search role. Bob will share the results of Canaan Ridge - The Center for Professional Development’s work in this important area. These fundamentals, combined with a strong commitment to clientcentered behaviors and consistency of professional practices and performance, provide the path to a strong personal brand. Brand is one of the keys to success and ultimately allows you to have greater impact on your client’s organization. Bob will provide a framework for you to consider on your path to becoming a trusted advisor.

Caroline McClure – Principal - ScoutRock Building An In-House Executive Recruiting Function Building an in-house executive recruiting function is an iterative process requiring many years to reach full capacity, effectiveness and efficiency. Caroline McClure of ScoutRock will detail the development evolution of an in-house executive recruiting function. By establishing a framework of increasingly organized and systematically more mature processes to advance in-house executive recruiting, Caroline provides a roadmap for establishing the function and a benchmark for continuous performance improvement.

10:10am

Bill Reeves – Retired Partner - Spencer Stuart

Lois Grimshaw – UK/EMEA Partnership Manager - Dillistone Systems

The Art And Science Of Great Search Execution #WESC2015

Reeves will discuss the critical stages and actions that are necessary to achieve greatness in search execution. He will identify the many subtle elements in the search process that are sources of

Internet Research Techniques For Executive Recruiters www.search-consult.com/WESC2015 Learn how to search the internet more effectively, including LinkedIn. Find out how to use Boolean searches, track down email and contact details, locate lists of conference attendees or specialists, and learn how

9:00am

WELCOME REMARKS

ROOM 1

9:10am

ROOM 2

Insights for Executive Search & Strategic Talent Acquisition

Bob Benson – Chairman - RLBenson & Associates and Founder - Canaan Ridge

Caroline McClure – Principal - ScoutRock

Do You Have What It Takes To Build Client Trust? Bob led his Advisory Board through an extensive process to identify the skills and behaviors it takes to become an exceptional search MARCH 9-10, 2015 consultant. These skills and characteristics are core to one’s success in either a corporate talent acquisition or executive search role. Bob Paris/Bally’s LAS VEGAS will share the results of Canaan Ridge - The Center for Professional Development’s work in this important area. These fundamentals, combined with a strong commitment to clientcentered behaviors and consistency of professional practices and performance, provide the path to a strong personal brand. Brand is one of the keys to success and ultimately allows you to have greater impact on your client’s organization. Bob will provide a framework for you to consider on your path to becoming a trusted advisor.

10:10am

Bill Reeves – Retired Partner - Spencer Stuart The Art And Science Of Great Search Execution Reeves will discuss the critical stages and actions that are necessary to achieve greatness in search execution. He will identify the many subtle elements in the search process that are sources of differentiation in one’s professional practices. They can make a difference in the success of a search and of the ultimate placement. The science of search is easy to understand but managing the numerous elements of multiple search project simultaneously is one of the arts that helps insure ongoing success. Of greatest importance is understanding the need for, and developing the skill in the art of client and candidate management. The difference between good search consultants and great search consultants is in the development and use of the art of client and candidate management.

11:10am 11:40am

Building An In-House Executive Recruiting Function Building an in-house executive recruiting function is an iterative process requiring many years to reach full capacity, effectiveness and efficiency. Caroline McClure of ScoutRock will detail the development evolution of an in-house executive recruiting function. By establishing a framework of increasingly organized and systematically more mature processes to advance in-house executive recruiting, Caroline provides a roadmap for establishing the function and a benchmark for continuous performance improvement.

AGENDA DAY 1 - MARCH 9, 2015 Lois Grimshaw – UK/EMEA Partnership Manager - Dillistone Systems Internet Research Techniques For Executive Recruiters Learn how to search the internet more effectively, including LinkedIn. Find out how to use Boolean searches, track down email and contact details, locate lists of conference attendees or specialists, and learn how to search ‘outside the box’!

NETWORKING BREAK Ian Cameron – Managing Director - The McQuaig Institute Great Assessment Is A Key Differentiator Clients expect more than a resume or CV of a candidate’s background. They are seeking your insights and wisdom as talent experts. No matter how good your interviewing skills and the thoroughness of your due diligence process, your selection skills can be enhanced with the use of one of the sophisticated assessment systems available in today’s market. They help improve the probability of success of your candidate slates and the successful placement. An expert in the field of assessment tools and systems, Ian will share the latest thinking of his industry with you. Great assessment begins well before the first interview. Helping your client and/or organization understand the human dimensions of selecting people who will succeed in their organization is one of the best ways of building a reputation for delivering great candidate slates, successful placements and a strong personal brand.

Carol O'Driscoll – Director - Archer Search Ltd How Do You Exceed Your Client Expectations And Ensure Repeat Business? Whether delivering high quality candidates from an in house or executive search perspective how do you ensure you provide the best quality service on a consistent basis? In this session we will explore what clients expect, what they often get, the challenges of meeting their expectations and how to address those challenges. Please come prepared to share your own experiences to add to the debate.

12:40pm

SPONSOR PRESENTATION:

1:00pm

NETWORKING LUNCH ROOM 1

2:00pm

ROOM 2

MaryLee Sachs – Co Founder and CEO, US - BrandPie How To Create An Exceptional Personal Brand Creating a personal brand is not only possible but mandatory in today’s competitive marketplace. Brands are not created overnight nor do they come without great personal commitment and energy. MaryLee will lead us through some of the fundamentals of branding and help us to understand how important consistency, quality, value and personal communications skills are to the building of an individual brand. There are numerous stages along the branding building continuum and each of those stages requires significant investment of time and intellectual contribution. MaryLee will guide you through those stages and provoke your thinking as to how you might create your own personal plan to enhance your personal brand.

Mary Claire Ryan – Talent Acquisition Leader - Forsythe Technology Creating An Agile Talent Acquisition Department • How should you be organized? Centralized? Decentralized? • What should you change to make your Talent Acquisition team more successful? • Is the recruiting team organized effectively? Due to budget cuts, reorganizations, changes in technology and the bombardment of social media, the Talent Acquisition function is continually changing. Whether you start from scratch with building out a new function or trying to optimize what you have effectively, this presentation focused on process re-engineering, developing tactics to identify and adjust your strategy, reviewing source methodology, recruiting operations and technology, and how to do this yourself.

3:00pm

NETWORKING BREAK

3:30pm

Gerry Roche – Advisor to Chairman - Heidrick & Struggles In Conversation With Bob Benson The Secrets Of A Corporate Kingmaker Gerry is one of the most lauded and highly accomplished executive search consultants in the history of the industry. He has reached the pinnacle of the retained executive search industry, and few may have the chance to even strive for his level of achievement today. Gerry will provide his views on how the evolution of the search industry has changed the ground rules. For those who have the privilege of knowing him, we are well aware that he has strong, well-formed views as to the path for success in executive search. He will provide us with “some” of his secrets to his great success, with his usual directness and candor. His formal comments will be brief as he wants to engage with you and respond to the questions that you may have for him.

5:00pm

END OF DAY1

#WESC2015

www.search-consult.com/WESC2015

Insights for Executive Search & Strategic Talent Acquisition MARCH 9-10, 2015 Paris/Bally’s LAS VEGAS

AGENDA DAY 2 - MARCH 10, 2015 8:30am

BREAKFAST

9:00am

WELCOME REMARKS ROOM 1

ROOM 2

9:10am

John Niland – Professional Speaker & Coach - VCO Global The Courage to Ask: Sharpening Your Negotiation by Reframing Client Requirements Most professionals want to add real value for their clients. Defining and meeting client expectations is a good way to do this. But we can also add value by challenging our clients: by helping them to reframe requirements and by negotiating with them the optimum way to work together. As well as winning respect, “reframing” enhances credibility for a professional. In this session, we will look at three ways to reframe requirements and gain the client’s trust in the process.

Caroline McClure – Principal - ScoutRock Beyond LinkedIn: Social Media In Executive Recruiting Do executive recruiters need a presence on social media beyond LinkedIn? Caroline McClure of ScoutRock will explore this question touching on the ROI of social media for executive recruiters, which platforms they should consider and how to best leverage them.

10:10am

Gary Preston – Founder of Preston & Partners /Board Chairman of IACPR (The International Association for Corporate & Professional Recruitment) Creating a “Win-Win” in the Firm / Client Relationship In this session Gary will share “tips” and practical take-aways to create a solid relationship between search firms and the clients they represent. Having been on both sides of the desk Gary offers a unique perspective on what is important to each side and what it takes to build and grow the relationship between the parties.

Sheila Greco – President & CEO - SGA Talent Intelligence Provides Recruiting Competitive Advantage Long Term Although competitive intelligence is not yet a standard practice for talent acquisition professionals and search executives, it will be shortly. Soon the internal recruiting function and search professionals will have to develop plans to identify, map, track, connect, and build relationships to create future talent pipelines of “A” players. Recruiting should not just be about current needs. Recruiting needs to be forward looking. The goal of such an approach is to be aware of the talent that is right for your company so that when “Your A Players” are ready to make a move their first call is to you. Sheila is going to take you through a step by step process of how you too can successfully fill future pipelines by having access to intelligence.

11:10am

NETWORKING BREAK

11:40am

Lizz Pellet – VP of Educational Sales - The Sourcing Institute The Cultural Fit Factor: How To Attract, Retain And Repel The Right Employee To Increase The ROI Of Talent Acquisition While organizational culture has been touted since the early 2000’s as essential for business success, there has been little connection between organizational culture and individual (employee - candidate) fit. We have found that knowing who you are and who you are not from a cultural perspective, can support the creation of an employment experience that is both authentic and congruent. By paying attention to congruence, alignment and fit, organizations can create an employment message that will attract, retain and repel employees. This process of ensuring “fit” leads to better placements and an increase in the ROI of recruitment and retention programs. Learning objectives include: • Assess (measure) and define an organization’s cultural framework • Understand how culture can be leveraged by creating an authentic employment message and brand • Build an employment experience in the context of culture • Clearly define fit to identify the type of employee you desire to attract and retain and those you’d like to repel.

12:45pm

Lois Grimshaw – UK/EMEA Partnership Manager - Dillistone Systems Internet Research Techniques For Executive Recruiters Learn how to search the internet more effectively, including LinkedIn. Find out how to use Boolean searches, track down email and contact details, locate lists of conference attendees or specialists, and learn how to search ‘outside the box’!

NETWORKING LUNCH

1:45pm

Peter Wright – CEO and Founder - Acorn Strategy Consulting Ltd Integrated Talent Management - The Day After Tomorrow The way talent is identified, sourced, developed and deployed is changing quickly. Leading edge companies are looking at how an Integrated Talent Management approach can work. It changes the way talent is handled internally and it is changing the way companies deal with external companies responsible for talent. Based on the work Peter is doing, he will share some thoughts and insights into this new phenomenon

2:45pm

CLOSING REMARKS

FileFinder clients with a valid support or ASP contract at the time of booking and at the time of the event are eligible for the FileFinder Client Rate of only $549 per person for all delegates until January 30, and $599 thereafter.

BOOK YOUR PLACE TODAY at www.search-consult.com/WESC2015

#WESC2015

www.search-consult.com/WESC2015

Training tips for FileFinder users: We have developed a series of short webinars and to help you learn how to use FileFinder better. To access these bite-size webinars, please visit http://www.dillistone.com/page.php?p=Training_Tips_for_FileFinder_Users (client login required) Each webinar runs for up to 5 minutes helping you learn quickly, efficiently and effectively. The webinars run using .wmv format.

FileFinder 9 tips Bulk Updating records

A quick demonstration on how to Bulk update multiple records in one action within FileFinder 9

Exporting Records from FileFinder to Excel

A quick demonstration on how to export records from a list within FileFinder 9, directly to an Excel spreadsheet

Copy/Move Records

A quick demonstration on how we can use the Copy/Move function to copy a group of candidates from one assignment to another

FileFinder Anywhere tips Adding a Candidate directly to an assignment

A quick demonstration on how we can add a person directly to an assignment within via an incoming email within the FileFinder for Outlook application

Merging Records

A quick demonstration on how we can merge two records together from a list, through the FileFinder for Desktop application, deleting the duplicate record in the process.

Attaching documents from Outlook

A quick demonstration on how we can attach documents from incoming emails within the FileFinder for Outlook application to people records within the FileFinder database

Editing logs

A quick demonstration on how we can edit existing log entries using the FileFinder for Browser application FileFinder 10\Anywhere tips

FileFinder 10\Anywhere tips Viewing LinkedIn profiles from a list

A quick demonstration on how we can quickly load and view the LinkedIn profiles of people records within a list directly through the FileFinder for Desktop application

Exporting data form FileFinder to Excel

A quick demonstration on how we can export records directly from a list in FileFinder for Desktop to Excel using the â&#x20AC;&#x153;copyâ&#x20AC;? function

FileFinder update from Dillistone Systems

FileFinder Product Development Alex James, Product Development, looks back on the FileFinder Anywhere release and gives some insights into the development roadmap for 2015. FileFinder Anywhere Product Suite

After an extensive period of testing the FileFinder Anywhere suite is now out of beta and on general release. Key to any successful software release is a rigorous testing program. Typically the final part of a release program is what is known as a beta test. A beta test is where the product is installed and used in a live real world environment. A good beta test should have sufficient participants to cover all main usage scenarios in the system and therefore capture any real world scenarios that had not previously been captured in product testing. For us a beta test is a little more challenging. For example someone that downloads a beta version of one of the popular browsers can easily roll-back to the release version if they are unhappy with the experience. With FileFinder a beta test requires an upgrade to the beta release and an upgrade to the underlying data. Typically it is not practical to downgrade if problems are experienced. We know that for the vast majority of our clients FileFinder is a mission critical application so we knew that we couldn’t start the beta process unless we were very confident that it would be a success. We were also very aware that we wanted to ensure that we could dedicate resource to our beta testers if problems were experienced. Therefore it would not be fair just to upgrade say 50 clients on day 1.. Whilst we would increase the amount of feedback we might receive we would not be able to dedicate enough time to help our beta clients should issues be encountered. Our beta test program was therefore about ensuring that we had a good mix of clients; of different sizes, of different delivery methods (Cloud hosted, on premise etc.) and with different functional specialisms. This did mean that some of the clients that were interested in participating were not able to be included, however we really appreciate their offer to be involved and will certainly consider them for future releases. The beta testing period lasted from the 1st September to the 31st October, involved 8 clients and nearly 100 users. Dillistone created an internal beta team to manage the process comprising of representatives from Projects, Support and Development. Each client was assigned a dedicated Project Manager to take them through the process and technical resource was ringfenced each day to review and deal with any issues that had arisen. The internal beta team met on a daily basis to talk through any feedback from the previous day. Overall the program proved very successful. Feedback mirrored that from our own testing - that we had a solid, stable product that was ready for release. Equally real world testing highlighted some scenarios that we had not encountered and also gave us some excellent feedback on areas that could be improved particularly in relation to the new Outlook apps and this feedback January 2015

from clients was reviewed and incorporated into the LIVE release. I would like to take this opportunity to say a huge thank you to those clients that did participate, all of the feedback was incredibly useful and helped shape the release as we prepared for launch.

2015, what’s next?

For the browser version we will continue to add functionality including, reporting, resume/cv parsing and some administration features. We will also monitor client feedback to see what additions/improvements our clients want to see. The new Outlook apps have been very well received. Nevertheless, we indend to enhance them still further and are keen to hear what additions you would like to see incorporated. Over the last few weeks we have been reviewing the pool of feature requests that have been suggested by clients and these have been weighted by level of client demand, there are a number of ways of doing this but simplistically we are prioritising improvements where several clients have requested the same improvement. A number of these requests are being allocated into releases for next year and we expect changes in the both the desktop release and the browser release as appropriate. Some work is already underway specifically: On all paged lists, the option to go to a specific page is being introduced. We are adding default sorts to all of the lists in FileFinder and also allowing users to set their own preferences. The same is true for code lists, clients will be able to decide just how these lists are sorted i.e. alphabetically or by sort-order. When creating the new Outlook apps we simplified the process of copying candidates to Flex/assignments and marketing campaigns and this approach is being added to the desktop and browser applications. Other areas that we are looking at in the short-term include simplifying workflows to: • Adding employment to a person record, • Viewing/update employment specifically salary information, • Linking logs to Flex/assignments, • The process of adding a candidate directly to a Flex/ assignment. We have a number of further improvements in the pipeline and we will provide updates as these are added to specific releases. Client feedback is critical so please let us know what you would like to see. You can provide this information to the support desk or to your Account Manager.

COURSE DESCRIPTION: This training session is designed to teach Executive Search professionals: How to use Boolean searches on Google and Bing and what different results to expect. How to search the ‘deep web’ - information not indexed by search engines. How to conduct X-ray searches to find candidates, resumes, biographies or profiles. How to use innovative methodologies to reveal the brightest talent and how to reach out to them quickly! How to find full names of people who are not in your LinkedIn network and how to contact them. How to use basic search skills effectively: “quote marks”, stop words, and more. How to discover hidden profiles. How to find specific details: locate email addresses, find conference attendees and more. How to search on Twitter, Amazon, Facebook.

10%

discount for FileFinder clients!*

UPCOMING DATES: Online Sessions: 19 March 2015 and 24 April 2015 9:30 AM - 11:30 AM GMT (London, UK time) If the webinar takes place outside of your working hours due to different time zones, please contact events@dillistone.com to purchase access to the recording.

Classroom Sessions:

20 February 2015 - 9:30am-12:30pm, London, UK

To book, please email events@dillistone.com to request a promo code.

Please note: the content for both the Online and Classroom sessions is identical. However, the Classroom session is one hour longer to allow for group interaction, practical exercises and tips from our trainer to help you solve your own difficult online searches. * 10% discount for FileFinder clients with a valid support or ASP contract.

FileFinder in the Cloud… Are you aware that FileFinder 9, FileFinder 10 and FileFinder Anywhere all support off-site hosting? We already provide hosting services for more than 400 of our clients, saving them the need to own a database server and the worry about backups or software upgrades. Want to learn more? Contact your Account Manager or email sales@dillistone.com

Free FileFinder Training Webinars We continue to run free monthly training webinars to ensure that users of FileFinder 9 and FileFinder 10 are getting the most out of their system. A dedicated trainer delivers hints and tips in bite-sized chunks during each one hour webinar, comprising a 45 minute presentation and a 15 minute question and answer session in which attendees can ask questions regarding issues they face day in, day out. We run three webinars, each targeting a different time zone - Asia Pacific, Europe and the Middle East, and the Americas so that our clients all over the world have an opportunity to attend. Each session is recorded, so if you are unable to attend, you can register to receive a link to view the recording.

seven ways to add candidates to an assignment and using the Research Zone.

So far, hundreds of FileFinder users have benefited from our webinars, which have covered topics including importing CVs/resumes and spreadsheets in FileFinder,

3. Join our LinkedIn FileFinder User Group at http://www.linkedin.com/ groups?gid=3680734 to view details of upcoming webinars.

Three ways to ensure you do not miss a webinar: 1. Email marketing@dillistone.com if you would like to receive email notifications. 2. Check the events schedule: visit http://www.dillistone.com and click on Client Area in the main menu. Event registration links are added one week prior to each webinar.

How to log a technical support query Visit www.dillistone.com and click on Contact in the menu.

Click on Online Support Query Form to submit a query online OR call your local office.

January 2015