Selection 2: Tanya’s Reunion by Valerie Flournoy pictures by Jerry Pinkney
The Successful Technology Committeeilta.personifycloud.com/webfiles/productfiles/2151798/...Jay...
Transcript of The Successful Technology Committeeilta.personifycloud.com/webfiles/productfiles/2151798/...Jay...
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The Successful Technology Committee
Moderated by Leigh Isaacs
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Panelists
David Michel
Jay Jurata
David Clark
Brian Schmitz
Judi Flournoy
David Michel Chief Information Officer
Rissman 65 attorneys 250 Users 4 offices
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Panelists
David Michel
Jay Jurata
David Clark
Brian Schmitz
Judi Flournoy
Jay Jurata Partner
Orrick, Herrington & Sutcliffe LLP
1,050+ attorneys 2,400+ users 25 offices
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Panelists
David Michel
Jay Jurata
David Clark
Brian Schmitz
Judi Flournoy
David Clark Director
Kirton | McConkie 140 attorneys 260 users 4 offices
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Panelists
David Michel
Jay Jurata
David Clark
Brian Schmitz
Judi Flournoy
Brian Schmitz CTS Technology Liaison
Faegre Baker Daniels LLP 745 attorneys 1,666 users 14 offices
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Panelists
David Michel
Jay Jurata
David Clark
Brian Schmitz
Judi Flournoy
Judi Flournoy Chief Information Officer
Kelley, Drye & Warren LLP 277 attorneys 633 users 6 offices
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August 18, 2014
Thank you for joining us!
Tweet us! Use hashtag #ORG2
The Successful Technology Committee
Moderated by Leigh Isaacs
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The Successful Technology Committee
Moderated by Leigh Isaacs
![Page 9: The Successful Technology Committeeilta.personifycloud.com/webfiles/productfiles/2151798/...Jay Jurata David Clark Brian Schmitz Judi Flournoy Judi Flournoy Chief Information Officer](https://reader033.fdocuments.in/reader033/viewer/2022043003/5f83db81354a0958ea6c6cf3/html5/thumbnails/9.jpg)
• 200 Attorneys, 10 offices
• Has both pros and cons
• Completely dependent upon ED’s approval (w/ Finance Director input)
• Faster decision-making for most items
• Very little attorney input or buy-in reduced project buy-in occasionally
David Michel
Firm #1 – No Tech Committee
Committee: A group of people who individually can do nothing but as a
group decide that nothing should be done.
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• 100 Attorneys, 5 offices
• Worked well because group was technically proficient, engaged, very
responsive & made fast, informed decisions
• Associates often asked to be part of the discussion & evaluation
• Having partner buy-in and ownership helped projects like time capture
• Committee was good sounding board for users in all offices
David Michel
Firm #2 – Small Tech Committee – One partner per office
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• 275 Attorneys, 9 offices
• Little overall engagement. Meetings often had only handful of people.
• Committee deferred heavily to non-technical COO
• Repeatedly brought up previous discussions and focused on small items
• Very little input & ownership equaled reduced project buy-in often
David Michel
Firm #3 – Big Tech Committee – ~15-20 Partners
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• 65 Attorneys, 4 offices
• Has both pros and cons
• Fast decision-making for most items
• More complex concepts require more thorough and detailed reports
• Smaller group equals fewer people willing to spend money on their hot-
button issues
David Michel
Firm #4 – Very Small Tech Committee – 2 Partners
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Changing Role of Technology
&
Embracing a “User Focused” Culture
Presenter:
Jay Jurata Partner, Antitrust & Competition Member, Technology Committee
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• Practice of law changing faster than ever before
• Technology as key differentiator
• Value chain enabler
• Value creator
• Data driven insight
• Practicing attorneys critical to that process
• Setting priorities
• Understanding client/user needs
• Business development opportunities
Why Needed?
“Every piece of business strategy must be seen in its role in the perennial
gale of creative destruction.” - Joseph Schumpeter (1942)
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• Composition
• 8 partners (worldwide), 1 associate, CIO, & select IT Directors
• Partner chair
• Narrow executive sessions & select subgroups
• Role
• Executive sponsor in how technology can/should be used
• Help set strategic objectives and major initiatives
• Understand IT needs of practicing attorneys
• Approve major IT decisions and budget
• Communicate with management and user community
• Frequency
Orrick Technology Committee
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• “Consumerization of IT” affects law firms too
• Role of IT has changed dramatically
• Need to match IT practices with how attorneys/clients work
• “Less” many times is “more”
• Power of data
• “Vendors” as clients and potential clients
Key Lessons Learned
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How to include others
In your technology committee
David Clark IT Director
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• 140 legal and consulting professionals
• 4 offices, all based in Utah
• Full service, specializing in Constitutional law
• IT Director for 2 ½ years. Have been VERY supportive of
technology.
About Kirton McConkie
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• Attorneys, both technical and non-technical
• Paralegals – they tend to use a lot of technology, and tend to
get ignored.
• Legal Assistants/Secretaries and others – They ARE heavy users
of technology
• Admin Staff
Trying to include others
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• Find your evangelists. Be careful here. You evangelists can be
your technology enemy as well
• What are the attorneys motives. Their own needs or the firms
needs?
• Getting buyoff on technology. Educate the firm-why does IT do
what they do?
• Keep focus on the firm. You should deal with individual needs
outside of the committee
What are our motives for a Technology Committee
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The Successful Technology Committee
Presenter:
Brian Schmitz Technology Liaison, Client Technology Solutions
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• #67 in the Am Law 100
• 750+ legal and consulting professionals
• 14 offices worldwide
• Driven by a spirit of collaboration and a team approach to
service in more than 85 practice areas and industry segments
About Faegre Baker Daniels
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Technology committees at Faegre Baker Daniels Acronym alphabet soup
ARB
ITIL Processes
IMB
PMB CMB
TSAC
Tech Groups
OutLAW COHESIVE
RelaTE AWiG
TAG
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A Closer Look Two different audiences and roles
TSAC • Open forum for IT and
internal clients to share information and maintain end-user perspective
• 80 members
ARB • Review and Analyze tech
projects from big-picture perspective
• Maintain map of firm’s systems and vision of future state
• 17 members
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• Sometimes the best members of a tech committee are non-technical
• Leave your titles at the door
• Seek out tech evangelists without an agenda
• Always keep the committee’s and firm’s goals in mind
• Review annually effectiveness of the committee – do you still need it?
Key Lessons Learned
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The Successful Technology Committee
Presenter:
Judi Flournoy CIO, Kelley Drye
Judi Flournoy
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What Problem Are You Trying to Solve?
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• Strategic vs. Tactical
• Standing Committee vs. Ad Hoc
• Consensus Building
• Task Force & Working Groups
• Channels of Communication
• What Problem Are You Trying to Solve?
Why Not? Managing Investment
A committee is a group that keeps minutes and loses hours. Milton Berle
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The role of leader and strategist Define the goal by sharing the vision
• You are the subject matter expert
• Demonstrate what you know by leading your team and executing
• The value of collaboration
• Never assume anything
• Firm Management and Key Stakeholders
• Utilize to influence
• Leverage their knowledge of the Firm
• Why is consensus important?
• Encourage participation
• The value of working groups and task forces
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We’ll now open it up for questions
Questions
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Thank You