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How Do You Implement Aderant Sierra?

implementing aderant sierra

Many law firms today feel the pressure of working to meet the demands of their clients, employees, and caseload demands. Instead of searching for different software solutions, why not try using a reliable, easy-to-use solution for your business? In this article, we look at Aderant Sierra implementation, and what it can mean for your business.

Aderant Sierra is a business process management tool that helps you define, design, and implement your systems. It’s an excellent solution for firms looking to increase their operations’ efficiency by automating activities involving several individuals.

However, a deep understanding of the implementation steps is needed before rolling out a system such as Aderant Sierra. Read on to learn how Simplex BI suggests integrating this powerful system into your law firm’s operations.

Identify What Your Firm Wants to Achieve

When you’re ready to upgrade your firm’s case management software, you must clearly understand what your team wants to achieve. In turn, our team at Simplex BI will ensure your Aderant Sierra implementation is successful and effective in helping you reach your goals.

Investing in your firm in this way also involves defining your objectives and benefits, which are essential because they inform interested parties what they should expect from this change if it will affect them in any way.


Training all staff who will be using the system is vital to the success of any new software implementation. Whether implementing Aderant Sierra with a consultant or by yourself, you must have training materials and resources available.

The best way to ensure your employees receive proper training is by working with a professional consulting service like Simplex BI.

Define System Roles and Permissions

A clear understanding of the system roles and permissions will help you learn how to implement Aderant Sierra.

The system roles and permissions tab is where you can define the sets of users who have access to certain areas within your network. 

Customize Your User Interface to Maximize User Acceptance and Productivity

The user interface of Aderant Sierra is an essential part of its success. It’s how you interact with your software and is intuitive and easy to use once configured appropriately.

Aderant Sierra is a flexible tool to help you move forward in growing your firm as it has many features to help you with case management. Some notable features include the business process catalog, the system roles & permissions, and reporting capabilities to see how your organization performs against its goals. However, many of these dashboards and interfaces require setup and configuration that we would suggest working with a consultant to create.

Simplex BI assists Aderant clients in getting the most out of this system, and we can help you too. If you want to get more from your system or address business and reporting problems, get in touch with us today.

Interested in a free webinar on Aderant Sierra? Check it out here.