Over the last few months, I have discussed elements of strategic technology plans for law departments. In this last article, I will cover common pitfalls in the planning process. Following are the most common mistakes that I encounter when advising clients on their planning processes.
Too often, departments allow vendors to supply materials and courses that speak only to general product features and functions. The result is that users learn where to click, but not necessarily when and why to use a system. Busy lawyers and leadership staff may skip the training altogether relying solely upon support staff to work with the tool. And support staff may not be given the context they need to effectively use the tool. Training should be tailored to the department and the audience. Modifying vendors’ “vanilla” materials to describe the department’s use of the system is worth the investment.