Ways to Succeed or Screw Up Your Legal Tech Deployments

#APP5

Char LeMaire Chief Learning Officer, Traveling Coaches, Inc.

John Jelderks Director of Information

Technology, Barack Ferrazzano Kirschbaum

& Nagelberg LLP

Sherry Kappel Chief Consiliaria, Litéra Corporation

Brownie Davis Manager, Software and

Applications Development, Fish & Richardson P.C.

Our Presenters Today

Do you have the right ingredients?

+ +

= ?

WHY DO THINGS GO WRONG? (because they can)

Is communication your problem?

Can your users keep up with your

leadership style?

STORY TIME! (If something goes wrong, don’t go with it)

HOW DO WE ACHIEVE SUCCESS? (planning, buy in, and bribery)

• Set Stakeholder Expectations Early

• Get Public (Documented) Signoff

• Be Ready to Make Changes Along the Way

• No Black Box – Keep Communications Open

• Don’t Expect Success/Auto Pilot Not Included

ACHIEVING SUCCESS

Great Tech Management

This user lost

something This user = status quo

This user mattered.

MAKE JUST ONE SOMEONE HAPPY who matters most in your firm?

189 & 131

USE YOUR VENDORS some stats to remember

Vendors in the

Exhibit Hall

Consultants registered at Conference

MINDFULLY CHALLENGE THE STATUS QUO

BE MINDFUL BEYOND THE TECHNOLOGY “the forgotten deployment”

UI DESIGN

Intuitive Socialize, Validate

Make them masterful without the lecture

Aligned Move the Needle

Improve something; empathize, then emphasize

Capable Fresh, Functional

Enable with reuse-fullness

CONTENT MATTERS. EVERYWHERE. three things to remember as you design for LawFirm 2020

WORKFLOW CONTENT

CHECKLIST FOR GREAT CONTENT make it intuitive, mind the workflow, make content re-useful

Templates, Precedents, Forms

• XML formats all the way

• Remove needless artifacts

• Enhance structure, UI

• Leverage new methods for data connection, input

Stable, Mobile

• Connect result to workflows

• Make it social

• Follow the document to your mobile devices – what’s missing?

Intuitive, Accessible

• Favorites, MRU, ability to “Pin”

• Classify, categorize with metadata

• Seek/develop: content curators

• Realize, invest in the value of your digital assets

Secure

• Bake information governance into the creation moment

• Secure the content, not just the perimeter…

Test, Re-Test, Re-Test Again!

USER ADOPTION the people side of change

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FLAVOR OF THE MONTH

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DIDN’T YOU GET THE EMAIL?

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YOU WILL CHANGE!

WHEN I WANT YOUR OPINION…

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BUT I HAD CUPCAKES!

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EVERYONE’S THE SAME

GOOD BYE AND GOOD LUCK

ACHIEVING SUCCESS

The ADKAR Model by Prosci

Prosci, Inc. is a leader in research and content creation in the field of Change Management. Prosci’s recognized ADKAR® Model has become one of the most used change management models.

Awareness of the need to change

Desire to support and participate in the change

Knowledge of how to change

Ability to implement the required skills and behaviors

Reinforcement to sustain the change

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GOALS AND DRIVERS

Why are you making this change? What does success look like?

Goals are measurable.

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Active and visible sponsorship is the

#1 success factor in a change initiative.

Identify your champions.

SPONSORSHIP

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COMMUNICATIONS

It is key to creating awareness and influencing desire.

Communication matters.

Sample Communication Checklist for desktop deployment

Download available

Photo by J. Star

The best way to engage and involve people in the change is to ask them to be a part of it.

Listen to needs.

NEEDS ANALYSIS

Provide different forms of training and education that support the way people learn and work.

Get creative.

TRAINING AND SUPPORT

Photo by striatic

The only way to sustain the change is to reinforce it. Continue

the communication, training and support until…

the change is the norm.

REINFORCEMENT

CELEBRATION!

Take time to celebrate wins when you have them.

Everybody wants to be part of a successful project.

share your success!

Bring Change Management to Project Management

http://read.uberflip.com/i/230349/6

ACHIEVING SUCCESS

consider the global impact

DON’T FORGET TO LOOK BACK AFTER YOU COMPLETE THE PROJECT

YESTERDAY YOU SAID TOMORROW…

Checklist • Communication - Know your audience

• Talk to your audience so you understand the challenges • If you are out of touch, you won't know what needs to be fixed

• Project scope - What do you want to Achieve • What are the main objectives • What really matters to the firm

• Get Buy In • Senior management needs to understand what you are trying to accomplish • Once you identify solutions, you can provide budget and timeline information

• Look at multiple solutions • Even if you think you have a good first choice, it is wise to evaluate your

options • Vendor Assistance

• Evaluate vendors while looking at solutions • Don't limit yourself to manufacturer, there are many capable consultants

• Pre-requisites • There is ALWAYS something else to be done • Are there any other systems that need to be upgraded first

• Technical training • Ger your tech staff trained before the deployment • They will better understand how things are configured.

• Test Test Test • Train Train Train • You can test too long - some time you just need to roll it out • Always review your project after rollout to see if any adjustments need to be made

• Book: ADKAR: A Model for Change in Business, Government and our Community http://www.amazon.com/ADKAR-Change-Business-Government-Community/dp/1930885504/ref=sr_1_1?ie=UTF8&qid=1407417265&sr=8-1&keywords=adkar

• Assessment: The Prosci Project Change Triangle (PCT) model for assessing readiness of Project Sponsorship, Project Management, and Change Management http://www.change-management.com/tutorial-pct-mod2.htm

• Article: Bring Change Management to Project Management http://read.uberflip.com/i/230349/6

TOOLS AND RESOURCES If you want to dig a little deeper

The speakers are happy to share the following tools and resources.

• Book (UI): SharePoint 2013 Branding and User Interface Design [Kindle Edition] http://www.amazon.com/SharePoint-2013-Branding-Interface-Design-ebook/dp/B00EMA5E7I/ref=dp_kinw_strp_1

• Book (Workflow): Microsoft SharePoint 2013 Designing and Architecting Solutions [Kindle Edition] http://www.amazon.com/Microsoft-SharePoint-Designing-Architecting-Solutions-ebook/dp/B00JDMPLPA/ref=tmm_kin_title_0?_encoding=UTF8&sr=1-1&qid=1407506915

• Book (Content): Save Time Using Word 2010 Styles & Templates [Kindle Edition] http://www.amazon.com/Save-Time-Using-Styles-Templates-ebook/dp/B00BLINWKA/ref=sr_1_6?s=digital-text&ie=UTF8&qid=1407507423&sr=1-6&keywords=word+styles

TOOLS AND RESOURCES If you want to dig a little deeper

The speakers are happy to share the following tools and resources.

We’ll now open it up for questions

Questions

Thank You