Baker Robbins & Company and Traveling Coaches, Inc. describe how to increase the effectiveness of your iManage WorkSite environment to manage the electronic client file in current economic times.
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Extending the Value of WorkSiteITLA Regional Presentation July 14-15, 2009
Peter Buck, Mark Denner, Liza Madden, Marilyn Sink & JB Trexler Baker Robbins & Company
Joe BuserTraveling Coaches
ResourcesWorkSmart blog http://insight.brco.com/worksmart/blogElectronic file 2.0 about eRecords http://insight.brco.com/e2.0/
Baker Robbins & Company and Traveling Coaches, Inc. describe how to increase the effectiveness of your iManage WorkSite environment to manage the electronic client file in current economic times.
Agenda 10m - Key Market Forces – how the economy impacts our choices today50m - Responding with WorkSite – how to show value with the platform20m - Delivering Change – how to calibrate your learning message
The key challenge for law firms in 2009 and beyond is to “shift gears” from a model premised on growth and
expansion to one premised on the more efficient and cost effective delivery of legal services.
The IT community must take this into consideration in planning and project delivery. You must enable lawyers to become an “enhanced practitioner” (Susskind) that blend legal skills with deal/project delivery. They need different tools for different times.
• Centralize and consolidate WorkSite libraries– Reduce system administration costs– Reduce hardware and software costs
• Scalability and performance challenges– 5:1 Email to documents – Chase the space – IDOL full text– WorkSite Archive Manager
• Evolve the infrastructure– 64-bit operating systems– WorkSite server virtualization– Windows N+1 clustering – Cost effective approaches to disaster recovery
• Reduce administrative overhead– Automated metadata administration and replication using Integration Appliance– Streamline workspace generation and assignments
• Deployment of new products and development of efficient processes do not guarantee maximum ROI on technology investment
• Just because we build it doesn’t mean they will come• Successful technology change is predicated on complete
user adoption of the new products and processes• Users are more likely to adopt solutions that have
demonstrable personal benefit• Firm-wide initiatives to ensure user adoption are required • Identification of the necessary core competencies and their
reinforcement through specific best practices is critical to success
• Adoption of new technologies and new business processes is personal
• Investment in re-training for greater efficiencies
• Get beyond intellect and create an emotional response
• Different strokes for different folks: secretaries care about filing it while fee earners care about finding it!
• Communicate early and often and sell the project to gate keepers, influencers and champions
• Use peers to break the cycle of resistance• Teach best practices to circumvent non-supported processes• Alignment of firm policies to personal habits
1. Lower WorkSite TCO with virtualization and Chase the Space practices
2. Push work to right staff in the right location with WorkSpace Extender, with SmartSpace Wiki integration
3. Streamline lawyer inbox with clear, frequently communicated Email Lifecycle Management story
4. Plan and continue change management with learning suited to your community.
The IT community must plan and delivery projects differently in 2009-2010. You must enable lawyers to become an “enhanced practitioner” (Susskind) that blend legal skills with deal/project delivery. They need different tools for different times.