FileFinder Client Newsletter Sep 2016 by margaret jaouadi

September 2016

CONTENTS 2. Upgrading to FileFinder Anywhere 8. The World Executive Search Congress - places are still available! 14.FileFinder Product Development 15. Introducing Client Portal 19. Backup Procedure Reminder

Welcome to the September 2016 FileFinder Newsletter 2016 is proving to be a very busy – and highly successful – year for us at Dillistone Systems. The launch of FileFinder Anywhere has led to us breaking several internal records, including the activation of around 800 licences in May 2016 alone. Over a short period, demand for our platform has more than doubled and has meant that we have not been able to upgrade clients and deliver custom report work as quickly as we would have liked. We’ve acted to resolve that – adding project managers, data analysts and support people in recent months – and we now employ more people than at any stage in our history. Nevertheless, we do still face lead times for new clients joining us with data to convert and for existing clients wishing to upgrade. So if Browser-based system access with deep Outlook integration is something you would like to implement for your firm, speak to your Account Manager sooner rather than later! You will find more information about the benefits of upgrading on page 2. While we are training up our new team members, I would like to apologize for any inconvenience caused by our lengthier than ideal lead times. We are not just investing in our team, however. We continue to invest heavily in product development, and this year has already seen a host of announcements including the enhanced Browser App, through our “Search X” re-engineering which has led to dramatic speed improvements to new ways of producing reports, and the next few weeks will see a number of additional updates. First up is our new Client Portal, a tool which will allow your users to access information on live searches under controlled conditions. Client portals have been around for a few years now – we actually launched our first, FileFinder CIM (Client Interaction Module) back in 2003 – but we feel that they’ve now come of age, and our tool is an extremely flexible solution to what is an increasingly frequent request of our clients. You can more details on page 15, along with details of our upcoming webinars showcasing the App. The Client Portal will be quickly followed by the launch of our Mobile App into the AppStore – we are waiting on sign-off from Apple but would anticipate that this will be available to our clients within the next month or so (Mobile access is already available via a Mobile Web App, of course). Away from FileFinder, we are now just weeks away from the World Executive Search Congress. After a successful four years in Las Vegas and Miami, this year’s conference takes place at The Tower of London (as in, the Royal Palace itself – not a hotel!). At the time of writing, we have delegates joining us from 27 countries and it’s likely to be our biggest event ever. As always, we offer significant discounts to our clients – you can join us for just £499/$659/€590 (+ UK VAT) with a second colleague costing just £399/$570/€505 (+ UK VAT) - for a two-day event, featuring top quality speakers, a drinks reception and a private tour of the Crown Jewels. We think that’s terrific value for money! We’ll also be hosting a FileFinder Global User Meeting alongside the event – a great opportunity to meet other FileFinder users and talk to our team members, as well as see some of the work our development team is working on.

Over 150 delegates from 27 countries have already registered to attend - check out the details on page 8.

How up to date is your FileFinder? In May of this year, we implemented FileFinder Anywhere for over 800 users. These included users at both new clients implementing FileFinder for the first time, and existing clients upgrading from one of our legacy platforms. We now have hundreds of clients and thousands of users on the FileFinder Anywhere platform â&#x20AC;&#x201C; but there are also literally hundreds of firms using legacy versions of our applications. If you are using an earlier version of FileFinder, you may be missing out on LinkedIn and Outlook integration, Browser and Mobile access, and a whole host of other efficiency gains. You might be surprised how old your version of FileFinder is!

Version

First Release

Subsequent Releases

March 2007

Up to 46 releases old

March 2009

Up to 31 releases old

November 2014

Up to 16 releases old

FileFinder 8

FileFinder 9

FileFinder 10

Upgrades from FileFinder 10 to FileFinder Anywhere are typically very quick and cost-effective and with little lead time. Demand for upgrades from earlier versions is significant at the moment, and so if you are looking to move to our latest release, join us for one of our webinars or speak to your Account Manager today!

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 AccountManagers@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 built 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 AccountManagers@dillistone.com.

September 2016

Introducing Office 365 What is it and why does it matter?

Since we became the first recruitment or executive search software specialist to provide true integration with Office 365, we’ve been asked many questions. Do you need Office 365 to use FileFinder Anywhere? No, you don’t. Do you still support the “old fashioned Windows Outlook”? Yes, we do. Do you support the browser version of Outlook? Yes, under certain circumstances. Why does Office 365 matter then? Well, that’s a bigger question and one which this short article sets out to answer.

How many devices do you access your work email on? A PC in the office? Mobile phone? iPad? Home Computer – perhaps a Mac? Probably most, if not all of these. The days of only accessing your work email from your desk are long gone. Microsoft recognized this long ago, and made the not unreasonable assumption that – if people want to access email on multiple devices – they will also want to access other documents on those devices – including Word, PowerPoint and Excel. This is the core concept behind Office 365 – it’s Microsoft’s cloud hosted, subscription version of Office. It allows you to store documents (and, obviously, email) in the Cloud and then access it via installed or web versions of all of the different apps. When we developed FileFinder Anywhere we wanted to deliver exactly the same functionality in our core product – and we have. But integration with Outlook was a particular challenge. Take this user case – We want to allow a user to send an email from any device, and have it logged in the FileFinder database and have it visible in Outlook. That’s easy on a Windows PC – you simply ensure that Outlook is installed and talk to it at “client level” (i.e. – one piece of installed software talks to another piece of installed software on the PC) or you simply send the email from Outlook and update it in FileFinder in the same way. We’ve

been doing this for the best part of two decades! The trouble with that approach is that if you want to allow your users to be productive everywhere, you have to accept that Outlook will not be installed on all of those devices. Therefore, you need to find a second way of communicating with Outlook when it isn’t available. We do that using a “Web Service” – essentially this is how our Browser App speaks to your email server in the cloud rather than the software installed on the local device. What this means in practice is this – I can access my FileFinder database via a Browser on my home Mac (or PC!). I can open a record and send an email from FileFinder. It will be visible in both my database and my email app instantly – even if neither FileFinder nor Outlook is installed on this machine. We have a similar challenge with incoming email management. Our highly popular Outlook Add-in on Windows allows us to create records, parse resumes, log emails and review FileFinder data all from inside Outlook. However, we needed a solution for the home worker described above – using a Mac with no FileFinder and no Outlook installed – this had never been done in an executive search app before, and it was something of a challenge! Nevertheless, we created a second version

FileFinder update from Dillistone Systems

FileFinder in the Browser version of Outlook – Part of Office 365

FileFinder in the Desktop version of Outlook

of our Outlook Add-in which mirrored the functionality found in the Windows app but which worked in the Web version of Outlook. What this means in practice is this – I can view my email inside Outlook on a Browser on my home Mac (or PC!). I can see FileFinder information within Outlook. I can parse resumes, create or log emails or create and open records, even if neither FileFinder nor Outlook is installed on this machine. So, what does all this have to do with Office 365? Simple: ➜ If you have a Business Office 365 account and the latest version of FileFinder Anywhere, we can guarantee you will benefit from all of this functionality.

September 2016

➜ Don’t’ use Office 365? • If you use Microsoft Exchange Server together with Outlook, subject to configuration, you should still be able to benefit from all of this functionality and at the very least will have access to the “Windows functionality”. • If you have purchased Microsoft Outlook and have it installed on your machine (even if you don’t use Microsoft Exchange as your email server) then you will almost certainly have access to the “Windows functionality” but your browser functionality may be reduced. We are proud to offer the most advanced and flexible Outlook integration in our market – if you are unsure of how best to take advantage of it, please do speak with a member of our support team!

Browser-Based

Executive Search Soft

Is Finally Here!

“I had done some research on a number of different executive search systems and found that FileFinder Anywhere seemed the most intuitive, easy to use and most relevant to my needs. Accessing our data via a browser will be very helpful in our very busy work life!” Deborah Gollin, Founder, Gollin Associates ”We are very happy with the recent upgrade to FileFinder Anywhere. It has more functionality and it is very user friendly. It is compatible with the world around us like importing data from digital networking sites and Outlook which is a major time saver – an all-inclusive tool which we can fully rely on. It connects everything in terms of information as any piece of information that we have received from anyone we can easily access anytime and anywhere.” Robert Groeneweg, Managing Director, New Europe Resourcing

“Implementing FileFinder Anywhere to share data between our offices has been wonderful. It’s been terrific. It makes us feel so much closer. I was discussing with a colleague in Amsterdam recently how sharing data made it seem not just like we are in the same firm… but in the same office!” Mikael Stelander, Managing Partner, VP EMEA, Stanton Chase (based in Finland)

FOR A FREE WEBINAR >>>

September 21, 2016 London 9:30am / Frankfurt/Johannesburg 10:30am / Moscow 11:30am / New Delhi 2pm / Hong Kong/Singapore 4:30pm https://attendee.gotowebinar.com/ register/7422664837648409859

tware

To learn more about FileFinder technology, attend one of the webinars listed below or email info@dillistone.com at any time.

September 21, 2016 San Francisco 9:30am / Dallas 11:30am / New York 12:30pm / Santiago, Rio de Janeiro 1:30pm https://attendee.gotowebinar.com/ register/6552588301260336643

September 28, 2016 Hong Kong/Singapore 12pm / Tokyo 1pm / Sydney 2pm / Auckland 5pm https://attendee.gotowebinar.com/ register/4893678142639938305

Insights for Executive Search & Strategic Talent Acquisition SEPTEMBER 26-27, 2016 THE TOWER OF LONDON, UK

Over 150 attendees from 27 countries already signed up!

Understanding the New Battleground in the War for Executive Talent Following the success of the 2015 World Executive Search Congress, we switch from the bright lights of Las Vegas to an even more iconic location for the 2016 event. This year, leaders from both executive search firms and in-house executive talent acquisition teams will meet at one of London’s most prestigious buildings – The Tower of London! Demand for executive talent is growing and the search industry has returned to revenue growth. However, while fees are rising clients are increasingly using external firms for only a subset of assignments, while building internal teams that handle increasing numbers of executive searches. This means, for a Search firm to be successful, it needs to demonstrate superior performance – consistently. Corporate search teams are raising the game, and external firms need to react. The World Executive Search Congress, taking place on September 26-27, brings together representatives of both sides of the industry – Search Firms and Corporate representatives – and asks “How can both sides prosper in the new Executive Search market?” Join us for sessions targeting every element of the Search industry. Simon Mullins on how in-house teams need to collaborate with search firms, and how search firms can deliver strategic value to their clients. Panel discussions featuring leaders of some of the best known organisations in the world. John Purkiss on building an executive search brand, and a discussion on how search teams can deliver operational excellence. Masterclasses in LinkedIn, Why take time away from the office? • Hear strategic insights from top-notch speakers, including representatives and alumni of global search firms Heidrick & Struggles, Odgers Berndtson, TRANSEARCH International, Russell Reynolds and Korn Ferry, and corporations such as Jaguar Land Rover, Microsoft, PA Consulting, Philips and PwC. • Join operation-focused sessions on topics such how in-house teams need to collaborate with search firms, and how search firms can deliver strategic value to their clients, internet research techniques, branding, masterclasses in business development and negotiation skills and much more! With various sessions to choose from, you can create your own personalized agenda.

Internet Research and Business Development. Negotiation skills. Search execution techniques. Speakers including representatives and alumni of search firms including Heidrick & Struggles, Odgers Berndtson, TRANSEARCH International, Russell Reynolds and Korn Ferry and Corporates including Jaguar Land Rover, Microsoft, PA Consulting, Philips and PwC with several other globally known organisations awaiting confirmation. Simultaneous sessions allowing you and your team members to select those that are most pertinent to the challenges you face in your role. We will also take full advantage of our unique setting. Our venue is not a hotel, not a Conference Center, it is a Royal Palace. You’ll walk along the Thames, and enter via a drawbridge. You’ll see the Beefeaters before heading in to the Armoury for our main meetings. On the Monday evening, a drinks reception will be followed by a short presentation from the Keeper of the Crown Jewels – after which we will head to the Jewel House for a private viewing of the Royal treasures. A unique, once in a lifetime opportunity, which will be just one highlight of two days of discussion, learning and international networking.

• 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 four 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.

SPONSORS Lead Sponsor

Silver Sponsor

#WESC2016

Special Sponsor

Platinum Sponsor

Special Sponsor

www.search-consult.com/WESC2016

CONFERENCE SPEAKERS

Robert Allen Manager - Global Talent Recruiting RedHat

James Baker Global Head of Executive Search Jaguar Land Rover

Roselyn Cason-Marcus Partner Talent Acquisition PA Consulting

Jenny Child International Director of Talent AKQA

Toby Culshaw Head of Talent Intelligence Philips

Tom Crowfoot Managing Director Digby Edwards

Nick Dabinett Head of Executive Search Team PwC

Alexandru Demian Corporate Global Secretary Alexander Hughes

Nancy Garrison-Jenn Author, Consultant and Speaker on the Executive Search Profession

Jake Gordon-Clark Partner, Heidrick & Struggles

Lois Grimshaw UK/EMEA Partnership Manager Dillistone Systems

Helen Haddon Operational Efficiency Consultant Virtuous Circles

Mark Hamill Chairman SpenglerFox

Alex James Director Dillistone Systems

Andy Mountney Founding Partner Aspen In-house

Simon Mullins Partner ESIX: Executive Search Information Exchange

John Niland Professional Speaker, Coach and Author VCO Global

Carol O'Driscoll Director Archer Search

Gary Preston Founder & Managing Partner Preston & Partners Talent Solutions

John Purkiss Director Purkiss & Company

Gabriella Snoeck Talent Acquisition Leader Korn Ferry

Elizabeth Wallace Head of Executive Talent Acquisition Blackrock

Celeste Whatley COO TRANSEARCH International

“The World Executive Search Congress was the best conference that I have ever attended - ever - with content that included state-of-the art information we can use. The presentations were dynamic and insightful and the leaders were incredibly knowledgeable. The structure of the conference allowed the audience to participate and ask thoughtful probing questions. While there was good attendance, I wish everyone in talent management, search consultants and talent acquisition leaders, could have been there. On a 1 to 10, this was a 100!” - Janet Jones-Parker, Janet Jones-Parker & Associates (USA)

#WESC2016

“The World was a super Executive Search Con small busin ior learning opportu gress n human resoess like ourselves, pin ity for a organizatio urces. I congratulate point one updates, netn of the event. Informyou on the The fact th working was world ation sharing, at class. firms mean the audience was sm It was the bt there was a free flo all to medium w - Clive Vivei est value for money of sharing. ev ro er.” s, p in p o resources (S in outh Africa)t one human

www.search-consult.com/WESC2016

Insights for Executive Search & Strategic Talent Acquisition SEPTEMBER 26-27, 2016 THE TOWER OF LONDON, UK

AGENDA DAY 1 - SEPTEMBER 26, 2016

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

BREAKFAST

9:00am

WELCOME REMARKS

9:10am

Simon Mullins – Partner, ESIX: Executive Search Information Exchange

The Way Forward: In-house executive recruiting and external executive search firms partnering to make change, not just transactions. Change is a constant, and adaptation is key. Our client companies are constantly under pressure to respond to forces that many of them did not foresee even a year ago. Our mission - both on the in-house side as well as the external search firm side, is to collaborate together for the greater good of our clients. The key word here is partnership - we must do this together, or we’ll just continue making transactions, and never truly make change. For this presentation and discussion, Simon Mullins will draw on his own 20+ years of both corporate and external executive recruiting, as well as the 200+ meetings of ESIX: The Executive Search Information Exchange, the only peer group whose members are dedicated to corporate executive recruiting, which Simon now facilitates. We will discuss the growing trend of in-house search teams, what that means for external search firms, and how the two functions (continue to) work together towards the end goal of delivering strategic value to their client companies. ROOM 1

10:10am

ROOM 2

PANEL DISCUSSION

Delivering modern leadership hiring strategies through in-house executive search functions. MODERATOR: Andy Mountney, Founding Partner, Aspen In-house PANELLISTS: James Baker, Global Head of Executive Search, Jaguar Land Rover Roselyn Cason-Marcus, Partner Talent Acquisition, PA Consulting Toby Culshaw, Head of Talent Intelligence, Philips A number of in-house executive search professionals will join us to discuss the impact their teams have on executive recruiting and leadership programmes from competitor intelligence to engaging external talent directly. Our panel is made up of individuals from leadership roles to research who will share the impact their products have on their organisations and take questions from the audience around delivering modern executive recruiting strategies. Elizabeth Wallace, Head of Executive Talent Acquisition, Blackrock

Getting the most out of LinkedIn

Are you getting the most out of LinkedIn? This session will explore little-known ways to uncover more information about potential candidates, including methods for searching the website outside of LinkedIn, and effective methods for searching within the site, along with hints and tips for ensuring your profile is optimized.

NETWORKING BREAK

11:15am 11:45am

Lois Grimshaw – UK/EMEA Partnership Manager, Dillistone Systems

PANEL DISCUSSION

Operational Excellence – In an increasingly competitive environment, how can Search firms ensure that they deliver the highest levels of service, time after time? MODERATOR: Alex James, Director, Dillistone Systems PANELLISTS: Tom Crowfoot, Managing Director, Digby Edwards Helen Haddon, Operational Efficiency Consultant, Virtuous Circles Mark Hamill, Chairman, Spengler Fox Celeste Whatley, COO, TRANSEARCH International

Gabriella Snoeck – Talent Acquisition Leader, Korn Ferry

It’s not all about LinkedIn – Research techniques for when the candidate is not online There is a lot of hype around LinkedIn Recruiter and a real overreliance on the tool by executive search consultants and corporate recruiters. We should not forget that there are 20,000 LinkedIn Recruiter accounts all trawling the site for talent and the number is growing every day. Although there is no doubt that LinkedIn is a proven source of finding great talent, there are some very good candidates who do not have LinkedIn profiles and in this session, we will explore how we can find and connect with this often overlooked source of talent. We will show how you can obtain the most out of employee referrals and how you can find and best source industry experts who know your candidate pools. We will explore the most effective ways of getting hold of candidates when cold-calling and also how we can get past company gatekeepers. We will also explore the best techniques to use for undertaking identification research/name generation in an ethical manner without rusing.

SPONSOR PRESENTATION

12:50pm

LUNCH AND NETWORKING BREAK

1:00pm ROOM 1

1:50pm

ROOM 2

John Niland – Professional Speaker, Coach and Author, VCO Global

Partner or Servant: Which relationship do you want with your client? In today’s marketplace, all services are being commoditised. Not only does this put downward pressure on fees; it creates a relationship where the supplier is at the client’s beck-and-call. In this session, John Niland will address how to establish a more peer-to-peer relationship with the client and in this way, raise the value of your work.

3:00pm

CLOSED SESSION

John Purkiss – Director, Purkiss & Company

Branding for Executive Search

This seminar will help you to market yourself and your firm more effectively. In order to market yourself, you have to know yourself. Your brand should be like a building distinctive and visible from far away. Your talents are the bedrock on which it is built. Your values are the foundations. Just like a building, you have a purpose. John Purkiss will take you through a series of exercises which will give you deep insights into all of this. He will then use archetypes to help you identify the way you serve your clients, which distinguishes you from other search professionals in your market. The 12 archetypes are: the Caregiver, the Creator, the Explorer, the Hero, the Innocent, the Jester, the Lover, the Magician, the Ordinary Guy/Girl, the Outlaw, the Ruler and the Sage. We will then apply the same approach to building your firm’s brand. The strongest corporate brands evoke one archetype clearly. John will show you how to use all of these insights to market yourself and your firm, both online and in your physical interactions with clients and candidates. DRINKS RECEPTION

4:15pm 5:15pm

Private Visit to the Crown Jewels The Chief Exhibitor of the Crown Jewels will provide a short introduction to the Royal Jewel House, after which attendees will be free to view the royal collection.

#WESC2016

www.search-consult.com/WESC2016

AGENDA DAY 2 - SEPTEMBER 27, 2016

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

BREAKFAST

9:00am

WELCOME REMARKS ROOM 1

9:10am

ROOM 2

PANEL DISCUSSION

Building valued partnerships with search suppliers in a direct hiring world. MODERATOR: Andy Mountney, Founding Partner, Aspen In-house PANELLISTS: Jennie Child, International Director of Talent, AKQA Nick Dabinett, Senior Manager & Head of Executive Search Team, PwC Alexandru Demian, Corporate Global Secretary, Alexander Hughes Jake Gordon-Clark, Partner, Heidrick & Struggles Our panel will share their experiences of building valued relationships between clients and search firms in a world where suppliers are now expected to deliver far more than a hire. Our client side panellists will share what they look for in suppliers when going to market while our suppliers will show how they have carved out added value services that give clients more than ever before in a tight market

10:10am

John Niland – Professional Speaker, Coach and Author, VCO Global

Adding value by managing the negotiation between candidate and client The client has a need, but a tight budget. The candidate has the skill, but high expectations. On the one hand, this a problem; on the other, it’s an opportunity for you to add value. In this session, John Niland will lead a discussion on ways in which we can help manage the negotiation between candidate and client.

11:10am 11:40am

A detailed look at the world’s leading Executive Search Software followed by the Q+A session

Carol O'Driscoll – Director, Archer Search

What clients think they want and what they really need. How can we exceed expectations today and tomorrow? Have client expectations changed with the impact of new technology? If so how should we adapt? This session will review what clients really think they want and how executive search professionals try to meet those needs. Is there a disconnect? How can we provide the most professional quality service for our clients?

NETWORKING BREAK Nancy Garrison-Jenn – Author, Consultant and Speaker on the Executive Search Profession

Lois Grimshaw – UK/EMEA Partnership Manager, Dillistone Systems

Finding Candidates online - Techniques for Internet Research

Executive Talent Acquisition in a changing - POST-BREXIT World

BREXIT is just the latest shock to hit the executive search profession. The growth of in house talent acquisition, technological disruption and new economic challenges – the market gets more complex by the day. In this session, Nancy Garrison Jenn argues that these changes are leading to great opportunities for well positioned search firms – especially boutiques. Nancy will discuss best practice, what clients are looking for, what really matters in the selection of a search firm, and how clients can best take advantage of these opportunities.

12:45pm 1:45pm

Introducing FileFinder Anywhere

Discover ways to search the internet more effectively for potential candidates/businesses including X-raying sites, tips for using Google, finding email addresses and lists of contacts, Chrome apps to aid your searching, locate online CVs, and other social media gems.

LUNCH AND NETWORKING BREAK Gary Preston – Founder and Managing Partner, Preston & Partners Talent Solutions

Millennials - Who are these people and why should I care?

If companies do not equip themselves with a greater understanding and appreciation of Millennials and what influences their choices, they are going to be left behind. It’s no longer a prediction. In less than 10 years, 75% of the workforce will be Millennials. They are here - and here to stay. Gary Preston’s “Millennials . . . Who are these people? And, why should I care?” will detail why Millennials are not your typical employee. You will hear and will want to take note of the latest stats, facts and studies. Find out why the way your company designs and implements interviewing, mentoring, onboarding and retaining programs should be evaluated and most likely adjusted for Millennials. During this presentation you will learn about the environment that nurtured Millennials, how they came to exhibit the characteristics that they do and the top business cultures in which they thrive. This WESC presentation will assist you and your company in embracing, integrating and ushering in a new era of employee called the Millennials.

2:45pm

CLOSING REMARKS

3:00pm

OPTIONAL EVENT - GLOBAL FILEFINDER USER MEETING A great opportunity to meet other FileFinder users, talk to Dillistone Systems’ team members, as well as see some of the work our development team is working on. Agenda to include: - Overview of development roadmap. - Training Tips -Q&A

#WESC2016

www.search-consult.com/WESC2016

There’s still time to join 150 Executive Recruiting Leaders from 27 Countries at the Tower of London this September! Now in its fifth year, the World Executive Search Congress (#WESC2016) continues to attract leading executive recruiters, from boutique search firms and international networks to in-house recruiters at major global corporations. After previous events in Las Vegas and Miami, both sides will gather at the Tower of London on 26-27 September to explore how they can prosper together in the new executive search market. For Simon Mullins, currently leading ESIX: Executive Search Information Exchange, a 20-year old network of corporate recruiting function leaders, the battle for executive talent is getting more intense. Having started his career at Korn Ferry before leading Microsoft’s Executive Recruiting team, he sees the future as finding ways for in-house teams and search firms to work together in new collaborative ways in order to accomplish a common goal – to find the absolute best talent. Speaking at WESC for the third time, Simon finds it “a great event from the point of view of what’s going to happen in the future, how we can work together as a community and it’s a great place to network and figure out how we can move forward collectively.” At the same time, we all know that the executive search marketplace has grown very competitive – with thousands of players on the market, it can be difficult to stand out. John Niland of VCO Global will run two sessions during the event – the first to advise how search professionals have to fine tune their relationships with clients to move from simply providing a service to becoming a trusted partner; the second session focusing on ways to add value to the relationship by managing the negotiation between candidates and clients and crafting unique insights. A previous WESC speaker, John describes the event as “a wonderful opportunity to share insights – a fabulous sharing of insights that not only enables you to add value to your clients but actually puts you at the head of the game.” Branding is another important part of the game. John Purkiss is an expert on the topic, being the co-

author of “Brand You – Turn Your Unique Talents into a Winning Formula”. An alumnus of Heidrick & Struggles, he is now running his own search firm Purkiss&Company and will share how to build your own personal brand in order to attract people who want what you do, in the way you do it. “One of the really powerful tools that we use is archetypes, which were developed by Carl Jung”, explains John. “There are lots of creative ways to develop your brand, and that’s what we are going to help you do during my workshop at WESC.” After serving as Research Director with Russell Reynolds Associates, Carol O’Driscoll set up Archer Search in 2012, providing training and development for all levels in the executive search industry, and also working on search assignments across a number of different markets. A regular WESC speaker, Carol will focus on the gap between what clients want and what they really need. In her collaborative workshop, she will explore how to manage clients and exceed their expectations today and tomorrow. Carol thinks that “WESC is really, really valuable. What is fantastic is not only listening to the speakers who are always really interesting, but a real plus point is the networking. I have actually won several pieces of business and made some great business contacts just through talking to people and sharing a drink and learning different ways of working. These events are truly international so I think that’s really the plus point in attending.” Gary Preston is the owner and founder of a search firm called Preston & Partners based in Charlotte, North Carolina and is looking forward to leading a FileFinder update from Dillistone Systems

session on Millenials at WESC: “The reality is that in ten short years, 75% of the workforce is going to be made up of millennials. Even this year in 2016, this is the first year in the US that millennials are now occupying more than 50% of the workforce. So if you don’t understand who they are, and what drives them, what motivates them, how to attract them to your organization and more importantly, how to keep them, you are absolutely going to be left behind. My presentation will go into who they are, where they come from, why they think the way they do and how to interact with them in the workplace. My hope is that I leave the audience with a half a dozen or so tips that they can take back into their workplace not only for their own practice but as they go into the marketplace to search for executives.” This is just a sample of the insights and knowledge you will gain by attending WESC this year – with 15 additional speakers from companies such as Jaguar

Land Rover, PA Consulting, Philips, Korn Ferry, SpenglerFox, TRANSEARCH International, PwC, Alexander Hughes and Heidrick & Struggles, plus keynote sessions, separate panels for corporate executive recruiters and search firms, in-depth internet and LinkedIn research techniques and more, there is something for everyone – check out the agenda here. And as mentioned above, our networking opportunities are second to none, with attendees from all levels from CEOs to Global Heads of Executive Recruiting to Heads of Research, Consultants, and Associates. With major and boutique search firms and corporate recruiters from firms as varied as ADP, Coca-Cola, Lacoste, Microsoft, HP or Oracle to name a few, more than 100 companies are represented – and there are still a few tickets left to join the fun, including a drinks reception and a private viewing of the Crown Jewels.

Book your ticket today at www.search-consult.com/WESC2016 or get in touch with events@dillistone.com should you have any queries.

We look forward to meeting you soon for the most international executive search event of the year!

September 2016

Product Development Development Director Alex James talks about the latest release of FileFinder which includes a suite of additional functionality for the browser version and improvements to application performance across the board. Product Development

In the last newsletter, I discussed the impact of Cloud Computing and how the browser has become the primary delivery model for Line of Business applications. Dillistone has and continues to invest heavily in the Cloud and with the latest release, we reach a major milestone. We have added significant additional features to our browser version and many users will now be able to use the browser version as a stand-alone alternative to our desktop software. Our browser version supports all modern browsers including Safari on a Mac. Noted below are some of the highlights of the release.

Reporting

Reporting is now available in our browser version. All of our standard reports are available and any custom reports that have been created will also be available. The ability to export to multiple formats including Excel, PDF, RTF is also available as standard.

Resume/CV Import

The ability to import Resumes/CVs is now supported directly from within the browser version. We have also added this feature to our Office 365 app. We have taken the opportunity to review and improve the entire import workflow making the process faster and easier to use. We continue to invest heavily in new product development and we expect to make further announcements in the coming months. I look forward to meeting users at the User Meeting in September and am always happy to receive your feedback via email. Alex James – Alex@dillistone.com

Improved Candidate Screening

Directly from inside the Candidates tab, users can immediately see a summary of the information held on candidates including employment history, recent activity, and assignment specific notes. The candidate’s most recent resume/CV can also be accessed from here.

Dashboards

Dashboards are now available from the browser homepage, from the person record and from the Assignment Record. We recently surveyed users and the Dashboards display the most commonly requested information.

Research Zone – Internet Research Module

Internet Research has been added to the person, company and candidate areas. It is possible to search by site or simultaneously across multiple sites. As with the desktop version you can create and share your own Internet Research strings.

Application Performance

System performance has been a huge focus of the last few months and we are delighted with the progress we have made. Performance improvements can be seen across the entire application suite. Look-ups and Searches specifically have been improved as has loading time for most of the list screens. All users will see an improvement and clients with larger datasets should see significant enhancements. All of the above is available to clients now. Over the course of the next couple of weeks, we will be releasing: A brand new client portal allowing firms to share information on assignments with their clients via a secure website. More information on page 15. Major innovations to help firms create powerful attractive client reports directly in Word and Excel. Our Mobile App – already available as a Web App – will be listed in the Apple AppStore shortly.

FileFinder update from Dillistone Systems

Introducing the FileFinder Client Portal Back in 2003, Dillistone Systems launched a first for the executive search industry. The FileFinder Client Interaction Module (FFCIM to his friends) was designed to allow your clients to log in to see assignment type information via the web. We were the first vendor to the Search sector to offer such a tool. It was ground-breaking, and we knew it would conquer the world. But, it didn’t.

Despite lots of interest, very few of our clients actually implemented the App. The general feeling was that it was ahead of its time and so we froze development and concentrated our efforts elsewhere. However, over the last year it has become increasingly apparent that more and more buyers of executive search services are choosing to partner with Search firms that can offer this type of service and, as a result, after extensive research into what our users are looking for, we are now delighted to be launching the FileFinder Client Portal. At the most basic level, the Portal is designed to allow a Search firm to publish specific information on selected

projects to a secure website. The end client may then log in and review that information 24x7. They can review KPI data, documents and candidate information and can even provide feedback to the team managing the Search. The Portal actually comes in two flavors; we have a “standard” product – which can be deployed without programming, but still offers a highly configurable solution reflecting your corporate colours and brand – or a “premium” offering which includes an API – a programming interface against which our clients can develop new portal functionality, should they wish.

We are launching the App at The World Executive Search Congress later this month. If you can’t join us for that event, we’ll also be presenting the new portal during the following webinars which will also introduce some of the other functionality in FileFinder Anywhere.

September 21, 2016

London 9:30am / Frankfurt/Johannesburg 10:30am / Moscow 11:30am / New Delhi 2pm / Hong Kong/ Singapore 4:30pm https://attendee.gotowebinar.com/register/7422664837648409859

September 21, 2016

San Francisco 9:30am / Dallas 11:30am / New York 12:30pm / Santiago, Rio de Janeiro 1:30pm https://attendee.gotowebinar.com/register/6552588301260336643

September 28, 2016

Hong Kong/Singapore 12pm / Tokyo 1pm / Sydney 2pm / Auckland 5pm https://attendee.gotowebinar.com/register/4893678142639938305 September 2016

How to log

a technical support query:

Visit www.dillistone.com and click on Contact in the menu. Scroll down and click on Contact Technical Support button to submit a query online OR call your local office. Support Telephone Numbers: AMERICAS New Jersey Office (GMT-05:00) Tel: +1 (201) 653-0013 Dallas Office (GMT-06:00) Tel: +1 (214) 953-1488 EMEA London Office (GMT) Tel: +44 (0)20 7749 6101 Tel: +44 (0)20 7749 6245 (for German-speaking support) Frankfurt Office (GMT+01:00) Tel: 0800 1830720 (if you are in Germany) ASIA/PACIFIC Sydney Office (GMT+10:00) Tel: +61 (0) 2 9455 0400

Do you have a user query? There is a comprehensive library of bite-size videos in the Client Area of the website.

You can also simply email support@dillistone.com OR call us on one of the numbers listed above. FileFinder update from Dillistone Systems

New look Client Area register to access a wealth of FileFinder knowledge on-demand Did you know that the Client Area of the website contains many bite-size training videos and documents to help you with get up to speed with FileFinder at your own convenience and help with your FileFinder user queries? Supported or SaaS FileFinder 9, FileFinder 10, FileFinder Anywhere and FileFinder Essentials clients can benefit from our online library around the clock. The training material is split into clearly labelled sections. All videos are uploaded to YouTube, so they can be accessed on any device.

To register, please visit

https://www.dillistone.com/en/new-user-registration/. New accounts are typically approved within 48 hours. September 2016

Integration Between FileFinder Anywhere Technology and Not Actively Looking In May 2016, FileFinder has teamed up with Not Actively Looking, a platform that allows high-level executives to share their resumes/CVs and private information with search firms of their choice without risking exposure on public networks. Users of Dillistoneâ&#x20AC;&#x2122;s FileFinder system that also subscribe to become members of Not Actively Looking will be able to search, access and import details of those candidates who selected to share their profile with them, often without leaving the FileFinder CRM.

WATCH THE INTRODUCTION VIDEO: https://www.youtube.com/watch?v=8I3U4V9w-as

FileFinder update from Dillistone Systems

FileFinder Database, Documents and Reports Backup and Server Updates The majority of FileFinder clients now take advantage of our Global Cloud Hosting services. One of the benefits of this service is that you don’t need to worry about making backups or server updates – we do it for you! If you are not taking advantage of this service, speak to your account manager – it’s a cost effective option for the vast majority of our clients – but if you do wish to host the data yourself there are certain tasks and responsibilities that you need to undertake. Again, if you are on our Hosted, Hybrid or SaaS platforms you can ignore this! Why should you backup?

There are many reasons why you should backup your database. We have listed some possible ‘disaster’ scenarios below: • Total server / computer / laptop Failure • Hard disk failed • Overheating in the server room • Running out of disk space which leads to database corruption • Theft of server / computer / laptop • Accidental deletion of data

What should you backup?

We recommend that you backup the entire FileFinder directory. This will ensure you have a copy of all your installation and reports files (which may have been customised) as well as the database files. If you have any documents that are not stored in the database, such as linked or indexed files, you should also ensure these are part of your daily backup.

How should you backup?

➜ We recommend you have sufficient backup media to take a backup every night for two weeks without using the same disk or tape. ➜ If you do not have access to tape drives and servers, you should use a CD, DVD or external hard drive for your daily backup. ➜ These tapes or CDs/DVDs should be stored off-site in case of a fire, flood, theft or other ‘disaster’ in the building. ➜ Should something happen to the database server, you will still have a copy of the database and your documents and, in principle, could be back up and running within 24 hours. ➜ There are also other forms of electronic backup you may wish to consider.

Does Dillistone backup our database?

Unless your database is hosted with Dillistone Systems, we will not backup your database or any other files.

What is the difference between the FileFinder backup and the server backup? September 2016

1. FileFinder backup

Your database is normally always running. This means most backup software cannot back it up. Therefore there is a procedure in FileFinder that takes an image of the database every evening. This image is put into the backup folder in your FileFinder directory. You can check the dates on the files in the backup folder located in the FileFinder directory as well as the size of the database compared to your live database as a good indication as to whether the backup is working. We test the FileFinder backup when we install FileFinder. However, once we leave the site, we have no control over the environment, so it is your responsibility to check this backup. If you have a current support contract, we are happy to provide any assistance that you may need.

Should you have any questions, please contact support@dillistone.com.

However, this backup is only on the server, and if your server fails, you would still lose your data.

2. Server backup

You therefore need to backup all the data on your server as described in the above section “How should you backup”. If you do not do this and your server is no longer working / accessible for any reason, you risk losing all your data.

Why do I need to check my tapes / CDs or other backup media? There are several reasons you need to check the data on your backup media: • The software you use for backing up the server may have failed copy the data across to your media • Your tapes / DVDs to other media may be corrupt • You may accidentally be backing up the wrong folders • You may notice that the database is out of date on the media

There are many other reasons you should check this, but it is critical you check your backup media periodically. If you do not check this, you may only find out that your backup has not been working once it is too late.

If you have any backup queries, please contact your local Dillistone Systems office or email support@dillistone.com.

The following versions of FileFinder are compatible with Windows 10.

– FileFinder9 v53 and higher – FileFinder10.8.9 and higher – FileFinder Anywhere v3.3 and higher* *FileFinder for Browser works on the latest versions of Internet Explorer, Safari, Firefox and Chrome.

Contact AccountManagers@dillistone.com if you require an upgrade for Windows 10 compatibility

FileFinder in the Cloud…

Are you aware that FileFinder 9, FileFinder 10 and FileFinder Anywhere all support Cloud hosting? We already provide hosting services for hundreds of our lients via 5 Microsoft Azure hosting centers globally, saving them the need to own a database server and the worry about backups or software upgrades.

Want to learn more? Contact AccountManagers@ dillistone.com