In last month’s article, I presented a primer on core law department technology and described its role and function in supporting the law department. Maximizing the value of that technology, however, requires vision and planning. This month, I discuss the core elements of a strategic technology plan used to capture that vision and planning:
1. Opportunities: Strategic planning begins with understanding the goals and objectives to which the strategic plan should be driving. The challenge for many law departments, however, is that lawyers often do not know how technology could be supporting them. Further, it may be difficult to articulate or even identify challenges, particularly if the department has long-lived processes or procedures to support work activities. Therefore, strategic planning should begin with a survey of the legal technology landscape, if not a broader look at the business and operation of the department in comparison to current and best practices. Outside reviews and benchmarking may be useful, as well as attending industry conferences or webinars outlining trends and developments. The goal is for the department to understand technology opportunities.